[fullsend]

Some solar companies did well this year. I’m sure some ETFs claim to try to basket this tech, but I personally think those will always miss the big winners, turn into an AARK with a few good years followed by steep losses, or just do less than the market index anyway. I think I might use a small % of my bankroll, choose a few favorites and do my own basket after getting some ideas from a list of what professionals are buying, use a long holding timeframe and try to hit a big winner.

[SV_BubbleTime]

Big down turn in US government solar subsidies starting this year. I have no stake but it will be interesting to see if these solar companies keep their performance up.

[leoplct]

What do you think about HYDR (Hydrogen companies) ? Could they be added in a "Climate tech" trend?

[defrost]

Only if they're split out into fully Green Hydrogen Vs. Blue Hydrogen. Vs Wishy Washy Hydrogen.

This [1] (factored by press release PR) is a sincere effort to use renewable energy to produce scalable amounts of hydrogen product (eg: Ammonia), whereas other (sorry pressed for time ATM, (TODO backfill a link)) companies are loudly producing Hydrogen but quietly doing so as a by-product of fossil fuel extraction (ie. no net climate benefit).

[1] https://reneweconomy.com.au/forrest-strikes-huge-green-hydro...