The Panic-Proof Portfolio (Stockchase Research) Nextracker NXT-Q TOP PICK Apr 02, 2024

We would attribute a lot of the weakness simply to investor boredom and digesting recent gains. In the short-term, NXT can trade in sympathy to interest rate expectations, with rates impacting feasibility of solar projects, so there might be some sentiment around rates weighing on shares. Overall though, the fundamentals remain strong as does the growth and tax credits/infrastructure spending over the next two years should act as a support for demand of their products.
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Would hold. Continues to believe. 

Managing solar panels to maximize sun's benefit. Huge order backlog. Really strong quarter. Stock's been all over the map, which often happens in a company's first year; don't read too much into that. With global warming, in right space at right time.

They provide software for industrial, not personal, solar to perform more efficiently. If solar tariffs vanish, this will not be hurt.

It's one of the most poorly-acting stocks on both good and bad days. He's holding on until their next report. Is incredibly disturbing.

He was wrong about this. Is down 33% in the past quarter. It won't do well if Harris doesn't win the election. He's holding it and will sell it if it bounces.

It has missed past quarters, but reported well last week. They have a huge backlog in solar equipment orders. Their solar panels rotate to follow the sun, thereby maximizing the sun's power. This is the best solar energy stock if Harris wins, which is why he bought it--to hedge his bets.

Sure, Trump won't support green energy, but the company is 100% American and didn't deserve to sell off today. The US needs a lot more energy, and half of the new power added to the grid is solar.