Why aren't solar and wind the biggest winners of a narative-based stock market in 2026?

Currently, we have a dwindling AI hype and a war that could put renewables in a unique position to get more eyes, more money and more hands on this generational opportunity to switch to renewables. However, the market is pricing it begatively, solar/wind prices are FALLING, not raising (after a short hype), which doesn't add up to me. I understand that both have small profit margins, but so do AI companies losing trillions. Does anyone think it might be right time to go all in on renewables now?

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