My top choice is NextEra Energy $NextEra(NEE)$ . With massive wind and solar projects, it’s a quiet leader in renewables—steady dividends, solid moat, and great for long-term compounding. Palo Alto Networks $Palo Alto Networks(PANW)$ also stands out, but NEE feels steadier and better aligned with global energy shifts. I see it as a calm anchor amid a volatile market.
Still bullish on Amazon’s upside and cautious on Walmart after its huge run. Overall, I’ll dip into this list but stay diversified to keep flexibility. The key for me is blending dependable compounders like NEE with selective growth names for balance.
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- Enid Bertha·10-30TOPNEE will miss guidance goals for renewable additions in '24/'25. Not by much, but a miss is a miss.1Report
- Venus Reade·10-30TOPPANW is launching a new platform to offer AI Cybersecurity agents.1Report
- MartinBrown·10-30TOPAwesome insights! Love your strategy! [Heart]1Report