With Biden ahead in polls, here's what's at stake for clean energy stocks in the 2020 election, according to two traders

, could benefit from not only direct government spending, but other incentive plans to get individuals and businesses more involved in the shift to clean energy sources, Sanchez said.

"It would be quite negative for some of these names that have actually received a lot of positive forward expectations into their [price-to-earnings multiples]," she said. "You could see some air being let out of that bubble."

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