When Donald Trump was elected for his second term in the White House, the consensus was clear: anything tied to clean energy would struggle. Wind, solar, EVs - all expected to be left in the political cold.
But the market had other plans.
One of the best-performing sectors in 2025 has been solar energy. The Invesco Solar ETF (TAN) is up 55% this year and just hit its highest level in nearly two years - gaining more than 7% today alone.
What makes this surge even more impressive is that it’s happening while the broader market is pulling back from all-time highs. Solar remains one of the most aggressive corners of the market - and yet investors continue pouring money into it, even without major government support.
The Real Catalyst: Powering the AI Era
You’ve heard me talk about this before: the electrification of everything.
From EVs to AI data centers, the world’s demand for energy is skyrocketing. Nuclear, natural gas, and renewables will all have to pull their weight. Nuclear stocks have already been headline-makers in 2025 - but solar’s resurgence has quietly begun beneath the surface.
As AI expands, the energy grid must evolve. Solar - with new storage technologies, falling costs, and private-sector innovation - is emerging as a key player in powering the digital future.
I believe the next 12 months will see solar stocks move from under the radar to front and center - and prices could follow.
Proof in the Portfolio
When I launched my Select Portfolio 2025, I added one solar stock. Some subscribers thought I was crazy - “Trump’s back, clean energy is dead,” they said.
I ignored the politics and focused on fundamentals and the bigger macro picture.
That solar stock is now up 198% - and it’s one of the key reasons the Select Portfolio is outperforming the S&P 500 by nearly 4-to-1 this year.
How You Can Get In Early for 2026
Right now, I’m building the Select Portfolio 2026 - my annual list of the 10-12 stocks I believe can double or triple the performance of the S&P 500 over the next year.
For the first time ever, I’m offering early-bird access and a behind-the-scenes look at how I build the portfolio - from my research process to the narrowing of hundreds of potential stocks down to just 10-12 elite names.
If you’ve been following my daily market thoughts on the market and want to take the next step toward serious wealth building, this is your chance to join before the doors open to the public.
👉 Click here to reserve early access to the 2026 Select Portfolio - and be among the first to see my next generation of market-beating opportunities.
Here’s to the future,
Matt McCall
Editor, Market Insights
