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AI demand and the shift to renewables are real. These four stocks are set to profit.
In this video, Motley Fool contributor Jason Hall makes the case for Brookfield Renewable (BEPC -2.25%) (BEP -0.68%), Stem Energy (STEM -8.68%), Enphase Energy (ENPH -2.66%), and First Solar (FSLR -2.50%) as a basket of stocks that could double in value over the next five years.
*Stock prices used were from the afternoon of Oct. 17, 2025. The video was published on Oct. 17, 2025.
Jason Hall is a contributing Motley Fool stock market analyst with more than a decade of experience writing about dividend stocks and long-term investing. He has been with the company since 2012 and previously spent over 10 years in technical sales in the printing and information services industry. Jason also founded and operated a small food manufacturing business.
Jason Hall has positions in Brookfield Renewable, Brookfield Renewable Partners, Enphase Energy, First Solar, and Stem and has the following options: short January 2026 $1 puts on Stem and short January 2027 $40 puts on Enphase Energy. The Motley Fool has positions in and recommends First Solar. The Motley Fool recommends Brookfield Renewable, Brookfield Renewable Partners, Enphase Energy, and Stem. The Motley Fool has a disclosure policy. Jason Hall is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
Stocks Mentioned
*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.
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