The other day I asked readers to send in their favorite candidates for what I believe will be the next mania - "green" technology.

When I wrote the original article, "THE COMING GREEN BUBBLE", I mistakenly conflated ESG compliant companies with "green" technology companies.  Just to make sure there is no confusion - I am bullish on "green" companies.  I realize these companies will most likely also score high on the ESG scale, but it's really the "green" part that attracts me.

Next point - I am late to this story. As the names came pouring in, I realized many of these stocks have already run a long way.

But don't let that get you down. Bubbles always go way farther than most would imagine. I suspect this is early innings.  

Not only that, I am pairing this with a short position in FAANGM type names which are over-extended, over-owned and facing fundamental headwinds as society rethinks the role technology plays in our lives. These traditional technology names are often up even more than the "green" names, so on a relative basis, I feel comfortable with this pairs trade.

I am by no means suggesting you run out and buy this "green" list. However, it's advisable to start to get familiar with these stories. The purpose of this post is to help discover some potential names for the next bubble.

Let's start with my favorite "green" name - Brookfield Renewable Partners (symbol: BEP). No, my partiality is not because the CEO is from my prairie hometown of Winnipeg, but because Brookfield is a superbly well-run shop and ends up being an active manager of renewable assets that will do a much better job exploiting opportunities than I ever hope to.

Now that we have gotten my pick out of the way, let's move on to the reader submissions.  Before we start, let me say a big thank you to everyone who shared their thoughts.  I really appreciate it.

Without further ado, here it is.

Let's start with my favorite idea.  It's from "Put Seller":

I love this idea.  Those were two popular ETFs that were often mentioned, but I have included the holdings to foster ideas about individual names:

And now, with no real order to the chaos that was my twitter stream, here are some more comments with different names: