This wave in the new energy sector really feels like riding a rollercoaster. NEE had positive news and GEV had earnings that beat expectations, yet they both still fell. Market sentiment is completely weak. VST is volatile but still holding up, and its valuation looks okay, but in this kind of cycle, I really don't have much confidence to go heavy. "Small core" SMR is even worse, down 50% in half a year. I just got in and immediately became the weakest link, proving I always pick the ones that fall the most... The new energy track as a whole is really testing one's conviction now. Currently, I can only treat my position as a small play, not letting myself get trapped too deep.