Huang Renxun: The end of the surge in computing power is new energy; the power grid must be transformed!

The most aggressive AI era and the most likely new energy stocks to explode in the next 10 years 👇
- Solar Energy
1. First Solar $FSLR
One of the leading solar companies in the U.S., specializing in large-scale photovoltaic power plants
2. Enphase Energy $ENPH
Core company in photovoltaic inverters, essentially the brain of solar systems
3. Sunrun $RUN
Helping Americans install rooftop solar
- Wind Power
4. General Electric $GEV
This is now a particularly hot new power giant on Wall Street
5. Brookfield Renewable Energy $BEPC
The rent king in the new energy sector; it’s not just solar, but also hydro, wind, and energy storage
- Nuclear Power
6. Constellation Energy $CEG
One of the largest nuclear power operators in the U.S.
7. NuScale Power $SMR
Leader in small modular reactor (SMR) concepts
8. Oklo $OKLO
Small modular nuclear reactors (SMR)
- Energy Storage
9. Tesla $TSLA
Its Megapack energy storage business is growing extremely fast
10. Fluence Energy $FLNC
Backed by Siemens and AES, specializes in large-scale grid energy storage projects; what’s most feared in the AI era: sudden power outages
- Grid Upgrades
12. Eaton $ETN
AI, electric vehicles, and data centers all require power distribution systems
12. Vertiv Technologies $VRT
One of the most aggressive AI stocks in the past two years
- Electric Vehicle Ecosystem
13. ChargePoint $CHPT
A leading U.S. charging station company
- AI + Power
14. Vistra Energy $VST
Dual layout of natural gas and nuclear power, directly benefiting from the energy dividends of the AI era
15. NRG Energy $NRG
A major comprehensive energy company in the U.S.
Which one do you like the most?