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Now, it’s no secret — President Donald Trump has always had a beef with clean energy. He’s dissed solar and wind investments up and down the block. But since April, the U.S. markets have been painting a picture that not even his biggest detractors anticipated.
The buzz started when the market hit rock bottom on April 4. Clean energy became the dark horse, racking up more gains than any other industry till September 25. The Invesco WilderHill Clean Energy ETF (NYSE: PBW) sprinted forward, with a whopping 118% surge. It left tech, AI stocks, and even gold miners — the 2025 champs — in the dust. Surprise, surprise, it even outperformed Nvidia Corp. (NASDAQ: NVDA), which caught an 85% lift-off since April’s dive.
And while the clean energy stocks were having their moment, Trump kept on with his jabs. “States relying on windmills and solar energy face record-high electricity costs,” he declared on Truth Social. “The scam of the century!”
But despite the tough talk, investors are flocking to renewables. Companies in the renewable and battery storage sectors have not just risen; they’ve skyrocketed since early April:
- Amprius Technologies (NYSE: AMPX): Up 359%, thanks to their silicon-anode batteries.
- Bloom Energy Corp. (NYSE: BE): A 302% rise with their fuel cell tech.
- MP Materials Corp. (NYSE: MP): Jumped 251%, powering EVs and wind turbines.
- QuantumScape Corp. (NYSE: QS): Solid-state battery innovators, up 231%.
- Eos Energy Enterprises Inc. (NASDAQ: EOSE): Made a 177% leap, crafting grid-scale batteries.
- Lithium Americas Corp. (NYSE: LAC): Advanced 164%, crucial to the U.S. supply chain.
Over at the Bank of America, analyst Dimple Gosai gave Bloom Energy a nod. Recently, their fuel cells quickly stepped in for Oracle Corp. after some grid hiccups. “A great backup in a usually slow-moving market,” she noted. But a price check — trading at 100 times the projected 2025 enterprise value-to-EBITDA — showed it’s running higher than GE Vernova and even Nvidia.
Bank of America’s Francisco Blanch sees a bigger story here. Soaring electricity demand, shifting trade, and China’s dominance in renewable manufacturing paint a promising scene for the next five years. “To win in energy, pack some renewables and fuel storage,” Blanch shared.
This clean energy boom rides the same waves that sent AI stocks soaring: investor enthusiasm, underlying demand, and the whirlwinds of geopolitical uncertainty. Yet, with valuations sky-high, can these gains stand firm? The irony here cuts deep — Trump’s least-favorite sector is topping Wall Street’s charts.
Amidst these trends, diversifying your portfolio sounds like a savvy move. Jeff Bezos-backed Arrived Homes lets you invest in real estate with just $100. Dive into real estate, earn rental income, and skip the landlord duties. Then there’s Worthy Bonds, perfect for folks hunting for steady returns without Wall Street’s drama. Starting at $10, investors snag a fixed 7% annual return.
And for those who like to keep control, IRA Financial offers self-directed retirement options. Here, you can dance around real estate, private equity, or even dip into crypto.
A resilient portfolio isn’t just about following trends. It’s about spreading your bets, capturing steady returns, and building that long-term wealth. Because after all, cycles change, and you want to be ready for whatever twist comes next.
This article “Trump Never Expected This—His Most-Hated Stocks Are Crushing Nvidia, Gold Miners” originally appeared on Benzinga.com.
