The Sun Is Hot

Good morning, happy Monday!

The Aerial Economy is thriving. Let’s make some money. 

I’m seeing a lot of great trends. A lot of stocks are even “overextended.” So it’s hard to be bearish.

To be transparent, I’ve been long T-Bills since early last week. 

The software sell off spooked me, and I’m sitting on strong YTD gains. I’m within 4% of my high water mark, and I’d prefer to protect this.

This week, I’m cautiously adding exposure into the strongest earnings gaps, while mitigating risk via position size. 

Names like Corning ($GLW), Avnet ($AVT), Woodward ($WWD), Arrow Electronics ($ARW), and Teledyn Technologies ($TDY) look terrific, but are difficult to allocate with significance - at least, at this time. 

Nextpower ($NXT) is one of a few stocks that trades within its “earnings gap range.” 

The company is a leading provider of “intelligent” solar power generation systems. I place “intelligent” in quotation marks because this is code word for AI. 

I kid, but Nextpower is literally deploying robots. 

So it’s a solar + AI + robot stock. Welcome to the Revolution.

In its last earnings report on January 27th, $NXT posted +34% YoY revenue growth, and +20% growth in gross profit.

The company also raised its FY26 annual outlook. 

If we broadly peek at the Solar industry, we see strength. 

The Solar ETF $TAN is up 121% since its Tariff Tantrum low close (4-8-2025). 

In that time - Solar has outperformed just about everything, except Silver. 

As Hemingway shared, 

The sun is hot. 

And Nextpower shines bright.

This is a stock we want to buy, and buy with conviction as price behaves.

Disclosure: This is not financial advice.