Great analysis on NextEra's positioning in this rate enviroment! The connection between AI data center growth and electricity demand is something many investors overlook. I particularly appreciated how you broke down the fundamental vs opportunity cost perspectives - it really clarifies why NEE benefits from both angles. The point about their capex-to-revenue ratio doubling is eye-opening and shows just how capital intensive their renewable expansion has become.
There are some very good BDC. Yet almost noone provides analysis on them.
Great analysis on NextEra's positioning in this rate enviroment! The connection between AI data center growth and electricity demand is something many investors overlook. I particularly appreciated how you broke down the fundamental vs opportunity cost perspectives - it really clarifies why NEE benefits from both angles. The point about their capex-to-revenue ratio doubling is eye-opening and shows just how capital intensive their renewable expansion has become.