Nextpower Inc.
Nextracker (and its subsidiaries) is a leading provider of intelligent, integrated solar tracker and software solutions used in utility-scale and distributed generation solar projects around the world. Nextracker's products enable solar panels in utility-scale power plants to follow the sun's movement across the sky and optimize plant performance. Nextracker has operations in the United States, Mexico, Spain and other countries in Europe, India, Australia, the Middle East, Africa, and Brazil.www.nextpower.com
16
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8
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Search complete. 16 mentions across 8 episodes found for "Nextpower Inc.".
Oct 19, 2026
Vance RobertsHOST
For my energy, one of my favorite energy names actually didn't have a gorgeous day today.
Vance RobertsHOST
NXT, it was down like half a percent.
Vance RobertsHOST
It's a solar name.
Vance RobertsHOST
Next Power Energy, NXT, I like that one.
Vance RobertsHOST
And defense, I really like CW, Curtis Wright.
Vance RobertsHOST
That's my baby right there.
Vance RobertsHOST
We'll just see.
Vance RobertsHOST
I mean, I was happy to see some of my, uh, My favorite names bounce up today, like NXT.
Vance RobertsHOST
It had a good day.
Vance RobertsHOST
It was green.
Vance RobertsHOST
Let's go what I do know.
Vance RobertsHOST
I know that my baby was up today, NXT.
Vance RobertsHOST
NXT.
Vance RobertsHOST
Next Power Energy or Next Energy.
Vance RobertsHOST
I don't know what the fuck they rebranded.
Alexis ChristoforousHOST
Let's just tick through a couple of them.
Alexis ChristoforousHOST
NextPower, the ticker symbol there is NXT.
Alexis ChristoforousHOST
Do you like this and, and why?
Ben KalloGUEST
why?I do like this, uh, long-term stock.
Ben KalloGUEST
Uh, uh, you know, the short-term, there's, you know, different regulations going on about, you know, Chinese panels, uh, and other panels coming in that might take a, a little speed bump here.
Ben KalloGUEST
But solar is going to be part of the equation.
Ben KalloGUEST
NextPower is, uh, a, a leading company in it.
Ben KalloGUEST
Uh, they, you know, utility scale solar, they're capturing more and more w- uh, wallet share there.
Nico JohnsonHOST
The return of, uh, reshoring and nearshoring these products, uh, is something, you know...
Nico JohnsonHOST
I, I know you've had a lot of experience with this, Josh, because you were a part of the early stages of NexTracker bringing steel manufacturing back to the United States-
Josh BeckHOST
Mm-hmm
Nico JohnsonHOST
... and, and BCI was one of the big steel manufacturers that was a part of it.
Vance RobertsHOST
Well, it's slow in a couple areas, and it's taking off in others, but as long as you've got a decent... you know, balance sheet and a good thematic company and your value's low, then, I mean, they're sending all these good names.
Vance RobertsHOST
By the one, NXT, it finally broke out today.
Vance RobertsHOST
Had a nice...
Vance RobertsHOST
I think it closed up 6%, but at the highs, it was almost up 9%.
12 MINS LATER
Vance RobertsHOST
I'll go on a little tangent here.
Vance RobertsHOST
I was talking to my man Investify on entry and I don't know how much you guys hold weight to a good technical analysis entry point, but I hold a lot of weight to it.
Vance RobertsHOST
And on X, I was uh, showing a good example was when I was charting NXT, one of my, uh, power plays that I like, I was showing on the chart of how it was breaking down right into my anchored VWAP level and it, uh, filled, uh, the fair value gap that's right there too.
Vance RobertsHOST
And in doing this, I was like, it's the last time we're going to get a bounce from here.
Steve DHOST
Uh, obviously starting from the biggest to the smallest.
Steve DHOST
Um, but it's MasterCard, MercadoLibre, Adyen, Nintendo, Ashton Technology, Stryker, Bloomsbury, LVMH, Prologis, Mid-American, Four Corners, Netflix, Grainger, Rubrik, NextPower, 3i, DISO, Wise, Toast, Nemetschek, Monday.com, Transmedics, Dave, Stiff, Stride, Klarna, PicPay, Progeny, Duolingo, Avigtrans, Frontier Developments, Beeks, Technoglass, and Tomra.
Steve DHOST
It's a long list.
Steve DHOST
It's probably a little bit too long.
Steve DHOST
I did have a big cash pile up until then, so I have been aggressively deploying it.
Steve DHOST
Um, some new entries in there for the quarter.
Steve DHOST
Um, and I think I've spoken about them all the time when we've been on air, but, uh, it's Stryker, Netflix, NextPower, uh, DISO, Stiff, PicPay, Frontier Developments, and Tomra are all my new ones.
Steve DHOST
Tomra is a very small position because the position size on Trading 212 is very heavily limited.
Revathi AdvaithiGUEST
We exited some companies, well, some businesses.
Revathi AdvaithiGUEST
We, um, spun off another company called, uh, Nextracker.
Revathi AdvaithiGUEST
Now it's called NextPower, which is around a $13 billion market cap company today, and really focused on what parts of our portfolio can be built out in a way that is longer term and more strategic.
Revathi AdvaithiGUEST
And the reason for that, Akash, is the contract manufacturing world as we all knew it was changing pretty dramatically, right? 20 years ago, 30 years ago, it was all about globalization.