ABB
ABB Ltd.
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Market always “rotating “ somewhere so wheres it rotating to next?
One day doesnt start a trend, and there are many companies up over 10%, small caps speculative even some etfs are way up % but the companies im going to mention are big companies that rarely go up 10 %
Siemens up 10% Scneider 10% Nexans 7 % ABB 8%
Is this a relief rally or the start of a green energy trend? Too early to know.
Could be a relief rally since airlines, banks are rebounding strongly.
But Europe has an energy problem that only green energy can solve. Its not a climate problem its a sovereign problem.It wont be solved by a new us eu lng deal or a ceasefire.
So we could see green energy companies start to do well.
But heres the problem
Green Energy and Nuclear move slowly in terms of tech development. Bill Gates had an SMR vision in 2010 that we would be mass scaling SMR by 2020 and it would be cheaper than oil, were still way off. It could be 2050 by the time economies of scale beat oil.
The problem is green energy is splintered and does t have a clear path, many companies are on different timelines, whereas were seeing many Ai companies become profitable this year or next.

Market always “rotating “ somewhere so wheres it rotating to next?
One day doesnt start a trend, and there are many companies up over 10%, small caps speculative even some etfs are way up % but the companies im going to mention are big companies that rarely go up 10 %
Siemens up 10% Scneider 10% Nexans 7 % ABB 8%
Is this a relief rally or the start of a green energy trend? Too early to know.
Could be a relief rally since airlines, banks are rebounding strongly.
But Europe has an energy problem that only green energy can solve. Its not a climate problem its a sovereign problem.It wont be solved by a new us eu lng deal or a ceasefire.
So we could see green energy companies start to do well.
But heres the problem
Green Energy and Nuclear move slowly in terms of tech development. Bill Gates had an SMR vision in 2010 that we would be mass scaling SMR by 2020 and it would be cheaper than oil, were still way off. It could be 2050 by the time economies of scale beat oil.
The problem is green energy is splintered and does t have a clear path, many companies are on different timelines, whereas were seeing many Ai companies become profitable this year or next.