🧠 Doberman VC | Market Recap — 26 September
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"NextEra Energy Shows Earnings Resilience Amid Strategic Growth Signals and Rising Debt Levels"
NextEra Energy (NEE) exhibits strong earnings performance and strategic growth signals despite revenue miss and rising debt levels. Over the past 72 hours, NextEra Energy's stock traded near its 52-week high, reflecting investor confidence. The company reported Q3 adjusted EPS exceeding analyst estimates, while revenue slightly missed expectations,
NextEra Energy and First Solar Show Strong Operational Momentum Amid Renewables Demand Surge
Renewable Energy Manufacturers Exhibit Strong Demand and Strategic Expansion Despite Near-Term Challenges Recent OSINT indicates that both NextEra Energy (NEE) and First Solar (FSLR) have reported significant operational momentum over the past 72 hours, with earnings beats and record shipments highlighting their growth trajectories. NEE's Q3 2025 adjusted
The Next Energy Merger Wave: When Tech Giants Start Buying Power
Doberman VC — Research Note (October 2025) Topic: Strategic M&A Convergence Between Big Tech and Green Energy
The Real EV Boom Isn’t About Cars — It’s About Infrastructure
I. The Illusion of the “EV Revolution” The conversation around electric vehicles has been hijacked by car brands and marketing departments. But in reality, the EV revolution isn’t about cars. It’s about the invisible ecosystem of batteries, metals, and charging infrastructure that keeps them alive. By 2030, electric