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First Solar (FSLR) with 10% short interest, just released earnings with EPS 43% above expectations
the market hates solar so naturally i am buying all the vitamin d
Looking to invest in Solar and renewable technology. Recommendations?
Gimme ur best long/term renewables, regards
Gimme ur best renewable energy buys, regards
How do you evaluate infrastructure stocks beyond surface level AI hype?
Can someone explain to me how institutions hold 101.25% of the shares of a single company? (FSLR)
🎅 MARKET PREP // DEC 23: The Santa Rally Setup + Top Plays ($NVDA, $FSLR, $CVNA)
🎄🎅 MARKET PREP // DEC 23: The Santa Rally Setup + Top Plays ($NVDA, $FSLR, $CVNA)
🎅 MARKET PREP // DEC 23: The Santa Rally Setup + Top Plays ($NVDA, $FSLR, $CVNA)
Are energy stocks about to blow up or they priced in already with AI?
I synthesized SEC filings and industry publications into deep research reports for 5 stocks on my watchlist
What Comes After Base-Building For NXXT - Catalysts To Watch
US Expects To Add 32GW Of Solar Capacity In The Next 12 Months
US Expects To Add 32GW Of Solar Capacity In The Next 12 Months
SEDG Solaredge Technologies stock, FSLR
Trump says U.S. will not approve solar or wind power projects
Trump expresses support for Musk's development what does this mean for Tesla and subsidy-related stocks?
FSLR, APPL, CRWV, NVDA seem to be nearing overbought territory to me. What are you looking at?
$2400 gain over the weekend on FSLR and IREN calls.
Market feels rigged but I’m still buying dips like a clown FSLR ENVX NVDA thoughts?
Nice surprise in the morning $FSLR
INVZ - Huge Unusual Order Flow - Lidar Tech Supplier
Sunrun -35%, SolarEdge -30%, First Solar -16% as Senate Bill Cuts Green Incentives, EV Credit Ends Early
Sunrun -35%, SolarEdge -30%, First Solar -16% as Senate Bill Cuts Green Incentives, EV Credit Ends Early
Sunrun -35%, SolarEdge -30%, First Solar -16% as Senate Bill Cuts Green Incentives, EV Credit Ends Early
Senate committee's changes to tax bill slam US solar stocks
Anybody know why FSLR is down almost 10% after hours?
Turned sunshine into green bags FSLR calls printed ☀️📈
I Don Need the Sun I Own It FSLR Calls +61% ☀️💸
FSLR breakout was real. IV & Delta both cooking.
$FSLR JUST WON’T STOP. THIS THING IS PRINTING GREEN BARS LIKE IT’S 2020 AGAIN.
Thoughts on my deep(ish) value screener? Limited results have been promising
FSLR Call Option Program - Bullish on Solar Sector Explosion!
FSLR Leads the Solar Revolution: Policy Support and Innovation Drive Stock Price Surge!
(04/29) Interesting Stocks Today - With Wegovy, nothing is HIMS-possible
Why does the TSLA Stock do Better When Selling Less Cars?
Interesting Stocks Today (04/22) - Solar Powered Tariffs!
Interesting Stocks Today (04/22) - Solar Powered Tariffs!
First Solar FSLR - could benefit from tariffs and very oversold
FSLR.... Bullish or Bearish? IRA Implications
Analysis: Why solar is the best place to mark your money in 2024.
Analysis: Why the solar industry is the best place to park your money right now
Two Stocks Poised to Rebound: $SING (solar energy) and $DUOT (AI); $FSLR, $RUN, $CSIQ included
Two Stocks Poised to Rebound: $SING (solar energy) and $DUOT (AI); $FSLR, $RUN, $CSIQ included
Two Stocks Poised to Rebound: $SING (solar energy) and $DUOT (AI); $FSLR, $RUN, $CSIQ included
Thoughts on these tickers for bagholding throughout 2024? 💰
Killed these calls, 80% negative to 1000% positive, what a journey
Are 2DTE Call Options a Good Idea Now?
Why don't solar panel companies use their own products?
Sunset on the solar bubble - ENPH FSLR puts
Any new suggestion to invest in green techs
FSLR puts, debt ceiling spending cuts will fuck them
$FSLR 0DTE up 224,900%. $1 to $2,249. What recession?
I expect a mini run to a decent run. But then
First Solar rises after UBS upgrades as investment tax credits ready to ramp (NASDAQ:FSLR)
Dow Jones Rises After Key Economic Data; AI Stock Soars 23% On 'Dramatic Change' In Sentiment
Hot Stocks: RETA nearly triples on FDA approval; FSLR surges on earnings; NVAX, MQ plunge
2023-03-02 Wrinkle-brain Plays (Mathematically derived options plays)
Goldman Sachs raises First Solar ($FSLR) Price Target to $231
FSLR Stock Relentlessly Printing Higher Highs. First Solar, Inc. (NASDAQ...
Lithium - Tellurium Disruptive Battery And A Related Rare Metal Company I’ve Discovered as Tellurium Prices Continue To Breakout - First Tellurium Corp. $FTEL on CSE | $FSTTF on OTC - Plus Exciting New Copper Porphyry Mineralization & Insider Buying
Lithium - Tellurium Disruptive Battery And A Related Rare Metal Company I’ve Discovered as Tellurium Prices Continue To Breakout - First Tellurium Corp. $FTEL on CSE | $FSTTF on OTC - Plus Exciting New Copper Porphyry Mineralization & Insider Buying
Why FSLR will continue to hit new ATH (all time highs) even in this volatile market
Why FSLR will continue to hit new ATH (all time highs) even in this volatile market
If you do not need the cash, tomorrow is a fantastic time to buy things that will be higher a year from now
Mentions
It sure will, I'm placing big bets on FSLR in particular
u/Valkyrie_Skuld FSLR, TE and SEDG I like those 3 from that sector (TAN). I'll be watching how the group reacts for another day or two before buying in
I like FSLR here. I may buy, it showed up on my screener today after it went through its 21d
I think I sold FSLR too early again. I'll buy it too early again next time
I bought biotech and feel like a chud. If FSLR goes back to 260 im gonna be pissed
I've got strong bets on: * PBR (Brazilian consolidated oil major still off its 52 week highs with a pe of 6.5 and 7% dividend yield) * SU (undervalued IMO, makes big money on refining and sitting on a mountain of sulphur right now) * CVE (similar to above, undervalued Canadian major) * WCPRF (Canadian oil producer, insanely profitable at current oil prices) * OBE (same as above) * EQNR (Norwegian oil and natgas producer, one of the only refineries and natgas producers with fields/infrastructure in Europe itself will make bank this fall and winter) * TTE (French major with broad energy portfolio including oil, refining, natgas, solar, wind and more, still below its 52 week highs with solid dividends and low pe) * FRO (tanker stock making absurd amounts of money right now and delivering fat dividends, $2.61 per share payment goes out next week) * ECO (same as FRO, insanely profitable tanker distributing those profits to shareholders with a ***$5.25*** dividend delivered last month, has a 29% yield right now AND is up 150% over the past year) * FSLR (industrial level solar manufacturer with production in US, PE of ~13, no debt, high growth, held back by the shittiness of the solar industry as a whole)
T1 Energy is an undifferentiated player that isn't doing anything unique and aren't profitable. There are only two companies that I would buy right now in the solar sector. $FSLR is the first one * They've been profitable for years, they have double digit margins despite very competitive prices. CdTE panels instead of silicon uses less material, are quicker to manufacture, and are more efficient in hot temperatures. * Their vapor deposition technology where a thin film of semiconductor material coating on glass is very similar to the process used for the next generation of solar cells using perovskites, which means depending on how the technology plays out, they will have a much easier time transitioning tooling, talent and workflows to perovskites than solar companies who use silicon wafers. * They have consistently been one of the lowest cost producers of solar panels because of their CdTE technology. * They exclusively focus on utility scale solar, a market that is significantly larger, and faster growing than rooftop solar because of the scale involved. The second one is $NXT. Their focus is skipping the hyper competitive market for solar panels and building "everything but the panel". * They started off selling trackers which is still their core product. Remember when I said utility scale is the better market? Well about 90% of new utility scale solar deployments use trackers to increase output. * They also make EBOS systems that wire up the solar panels, and mean that there's less crimping and splicing and more simply plugging stuff in reducing labor costs, as well as storage and inverter systems. They have been going on a spree of aggressive acquisitions to become more horizontally integrated while the market a whole has undervalued private solar companies.
Higher Oil price push EV, solar stocks high TSLA, FSLR, ENPH, SEDG
FPS Forgent EROC, formerly enchanted rock TE is too risky because of rate increases, unless they get that government grant. FRVO is interesting but risky in the short term. Long term could be awesome. BE is hot but hydrogen is not. I won't touch it due to the hype. GEV of course Avoid INIO over EROC. INIO was a debt dump on shareholders. SHLS NXT FSLR SMR nuclear is too far out and uncertain, too hyped up.
Probably buy a bit more into FSLR than I would anyway
I think Biden instated the first tariffs, so no. And the credits will rerate FSLR. Its my election gamble, I go long before, as I assume dems will min get the house
I’m sorry but that is nonsense. Those mechanics work for every equity, index or individual. People will buy where they see value and that could be PYPL even if profits decline, if share count declines much faster. I am not writing puts on PYPL the premium is too low. I wrote them on APP/RDDT/BBW/FSLR/SMCI mostly and a smattering of others
rn I'm buying RDDT under 155 and APP at 315. Started a small position in BBW and looking to add to FSLR under 200.
Lots of interesting things to buy. I like quantum for 2027. Lots of upcoming catalysts. I’ve been building a position in IONQ. I’ve posted about PATH since about $12 dollars. It’s at $18 now. Upcoming earnings. I also like solar here FSLR ahead of midterms. WULF also looks interesting if it can clear $17. Many other names. Do some DD, market seems to be shifting to which companies can monetize AI.
Yeah I had TAN when it had a great run this last year, then sold it for PBW, but bad timing. DCAing into the downswing, but also bought some FSLR.
TSLA IONQ FSLR OKLO WULF All going to be September runners. Load calls.
It’s gonna go for a run soon. Section 232 went through and already seeing tarriff proposal for India yesterday going to the house. My avg on shares is $8.60 now and I have leaps that are down 10% but this is gonna go for a run soon. Not a lot of domestic players and with the minimum floor price + demand commentary we’ve seen with FSLR, NXT, and Clearway, I can see this blowing up. The real run will probably be after the waiver expire Dec 4 but between now and then we will see more institutions position.
Any good news that pump FSLR and TE?
SEDG, TSLA, FSLR, low Oil hurt alternative energy stocks
100%, been superbullish on the company for a long time. Its utility-level solar (which means its useful for data center buildouts), it's made in the US, it's growing strongly, actually profitable (and has been for a while), and has effectively no debt. In an industry full of shitty companies, FSLR stands head and shoulders above the crowd
I don't know shit about solar.. saw FSLR popping off and longed some sympathies lol
FSLR with a great ER this morning, big beat on EPS ($3.92 vs $2.84 expected) and excellent guidance for Q3 EPS of $4.80. Up 14% this morning
FSLR going craaaaaaaaaaaazy
Coatue going ham on FSLR again. When will they learn.
UBER/RDDT Looking for: BBW<30 NFLX<55 LULU<110 FSLR<200 SMCI<25
**First Solar, Inc. (Nasdaq: FSLR)** reported Q2 2026 net sales of **$1.06 billion**, down 4% from Q2 2025, driven by lower contract termination revenues despite higher module volumes sold to third parties. GAAP net income grew 23.7% to **$423 million** (**$3.92** per diluted share) compared to $342 million ($3.18 per share) in Q2 2025, while Adjusted EBITDA increased to **$644 million** versus $560 million a year ago. The company closed the quarter with a net cash balance of **$1.7 billion** (down from $2.4 billion at year-end 2025 due to seasonal working capital and CapEx) and a contracted sales backlog of **45.1 GW** extending through 2030. First Solar fully reaffirmed its full-year 2026 guidance, continuing to expect net sales of **$4.9–$5.2 billion**, volume sold of **17.0–18.2 GW**, gross profit of **$2.4–$2.6 billion**, and Adjusted EBITDA of **$2.6–$2.8 billion** (assuming $2.10–$2.19 billion of Section 45X tax credits). Year-end net cash is projected at **$1.7–$2.3 billion** with capital expenditures of **$0.8–$1.0 billion**. For Q3 2026, the company anticipates module sales volume of **3.9–4.5 GW** and Adjusted EBITDA of **$625–$775 million**.
FSLR also reports today. It's down 30% since positive ER last quarter, so seems bound to pop back.
FSLR looks like a good play going into earnings.
Is FSLR a buy? 🤔 low forward pe and peg.
FSLR, First Solar if it ever finds a bottom. Still waiting
Anyone got an angle on First Solar (FSLR), earnings coming up the 30th...
I'm with you bro Recently put 10% of my port in FSLR and another 10% in ENPH We have an election in a few months that will likely change the make up of the the congress. Democrats are likely to win big, coupled with a lame duck president, I think solar energy is a great investment play right now. Solar stocks are hella cheap and the US is still protectionist on solar
AI data centers are going to use Solar. Google just purchased a solar panel system + BESS. Hyperscalers are getting into it. [Google to partner with Steel River Energy Center in Arkansas](https://blog.google/innovation-and-ai/infrastructure-and-cloud/global-network/steel-river-arkansas/) TE contributes about 7-10% of the current commercial solar market and expecting to be 15% in the coming years. It's going to be the 2nd largest module public manufacturer behind FSLR but T1 Energy's panels are made of polysilicon which is semiconductor adjacent while FSLR uses cad thin.
Lol Midterms in November, Democrats probably taking back some seats This is the most unpopular president we've had in recent history, so a Democrat is probably the next president Yes, I'm think of loading up on green energy over the next few months , given Democrats are more supportive of green energy I like ENPH and FSLR, but don't currently own either. Watching them for a good entry.
Google $GOOGL agreed to buy 100% of the initial output from the Steel River solar + battery project in Arkansas. $FSLR will provide domestic US made panels for the project while LG supplies batteries from its Phoenix facility, with full buildout reaching 2.5 GW solar and 2.9 GWh storage. 👀
Thoughts on \*small\* spec bundle? Bought into these when they've been down in the past year, motivated by curiosity in emerging and green tech. I got lucky with AMD and FSLR a couple years ago with similar thinking. This is absolutely not even a 5% portfolio strategy: ABAT, AEVA, CSIQ, OPAL, QS, TAN
I work in utility scale solar. No mention of NXT here is concerning. Acquisitions, growing revenue and record backlog. Record marketshare and leading #1 for like 10 years now. Growing overseas market share as well. Once they start to monetize the acquisitions as new revenue streams. It's only just begun IMO. FSLR is seeing head winds and needs to innovate. Alot of risk to change in us policy.
Out of all, $FSLR is the most solid one. $ENPH, $SEDG, and $RUN come second. Until we have a new administration, who is not anti-clean energy, these stocks will not see a massive bump.
FSLR. Because it’s the modern version of the victory garden.
Didn’t buy a single share this week. I did sell a PYPL put and a few RCAT puts. Hoping for some red next week to sell LULU and FSLR puts and buy some shares of stuff.
Utility scale solar is cheap right now and is long term great investment. You know how sometimes you see a random comment on wsb that turns out to be right on the money and you wish you went all in. This is it right here… check out FSLR.
mostly tech (APPL NVDA AMD JBL FSLR DE) and oil (TRP, FTS, XOM).
OP asked: "Why do solar companies have falling stocks if PV solar is the future?" I responded that it is "impractical and cost ineffective to provide most power in most situations on a day-to-day basis." Deployment speed is irrelevant to my statement. Solar is quick to deploy. It is why, when I'm camping, I use a solar panel rather than construct an onsite nuclear reactor. I'm power generation agnostic. I think solar has a place in the mix, but there is a reason they burn coal in Wyoming and use nuclear on submarines. I spent last weekend in a place where they heat entirely with water from a hot spring. Since this is an investing subreddit and not a physics club or political forum, I was attempting to answer OP's question from a financial position. Based on my thesis, I'm long in GEV, CEG, CAT, FLNC, VRT, and NEE. I'm short FSLR, CSIQ and ARRY.
FSLR sells off every time the market thinks about going red
FSLR, NBIS, META, TE to name a few. But I will wait until tomorrow for the dust to settle a little
The hard part with nuclear is the timing. We have 1 or 2 plants with actual plans to come online on the pipeline and nuclear and uranium has been mooning for over a year. All speculation with a moderate amount of increased revenue increase. Then there are SMRs.....great concept....has not been scaled yet.....expect big delays. China is crushing nuclear growth and will win the robotics race as part of the efforts they already made. They have almost 40 new plants on their pipeline and more coming. So what is an ai scaling company to do in the next decade?......enter bloom.....enter FSLR.....hydrogen and solar can provide power now....not as well as nuclear.....but those companies don't have 10+ years to wait for nuclear. I'm hold some uranium mining.....I'm over SMR companies for now.....over is based nuclear ETFs or companies for now.....and building larger and larger positions in FSLR, ACES, BLDP and PLUG. Still very for the later 2.....FLSR has great earning and a better pe ratio....and aces is a clean energy etf to invest in companies I don't know about closely. Also have a small position in KGRN ....clean energy China ETF. Nuclear is great.....but the floor will drop when retail catches on to how long those companies will take to scale profits and revenue .. it'll happen.....just the timing will spook investors IMO......especially when it hits media what so is spending on non nuclear power today.
I used to trade a good bit last year but was out of the market until a few days ago. My main goal for investing at the moment is short-term growth thats somewhat stable. VOO - 25% DXJ - 19% VLUE - 17% XBI - 17% FSLR - 8% DG - 7% FNV - 7%
I liked SHEL because of its diversification and super low forward PE and earnings beat but its been pathetic since I bought. I also have DVN since its purely US oil, but its been lackluster too lol Also CVX, XOM, and FSLR
Seconding FSLR in particular. No debt, huge profit margins, actually profitable (with a PE in the teens to boot), and growing rapidly. It's a key player in utility level solar, which has been growing like crazy for many years and has lots more room to grow.
I’m in SHLS, FSLR, NXT, and MWH All reasonable here. Some more than others.
The execution risk is real with T1. I need to see if they can get cell production in the states going without significant delays, cells are much harder to produce than modules. Until then, FSLR is my solar play.
FSLR down more than 7% today despite having a PE of ~20, 33% profit margins, and no debt. Very cool
Good adds. I’d put DUK in the grid power / utility bucket, FSLR in the power-input bucket, and CAT in the backup power + construction equipment bucket. CAT is probably the sneakiest one of those because data centers need both the building equipment and the backup/bridge power. That’s a real shovel. Grades: DUK = B+ power shovel FSLR = B utility-input shovel CAT = B+ backup power / physical infrastructure shovel
Utilities (DUK), inputs to utilities (FSLR) and construction equipment companies (CAT).
Solar will be the future. China’s development has been crazy, and the U.S. is catching up, even in a bearish age for renewables. I wish I would have invested in FSLR when it came up, but not losing this one. Buying shares for the long run.
FYI: In the $FSLR option chain, there is an OI with 46K open calls, the strike is 410, these contracts expire on January 31, 2028, and the stock is trading at 302. Institutionals are betting big on utility-scale solar stocks.............
FYI: In the $FSLR option chain, there is an OI with 46K open calls, the strike is 410, these contracts expire on January 31, 2028, and the stock is trading at 302. Institutionals are betting big on utility-scale solar stocks.............
FSLR been doing well. They manufacture panels here in America.
Compare to RUN. The whole industry, from utility scale solar like FSLR to residential like RUN, is beaten down because orange man but totally primed for takeoff and still doing relatively well despite big oil owning the policy makers at the moment. If states take it upon themselves to incentivize solar then these go parabolic
AI can’t get enough energy - robotics is already coming a big way also needs energy . Solar will be undeniable - FSLR still low PE, NXT. ENPH will be a winner again it’s pivoting to commercial and data center from pure residential
What are the “better plays”. My best performing solar stocks currently are FSLR and NXT
I like FSLR but under the current administration there are better solar plays. Not to say FSLR is a bad stock (it's one of the good ones).
FSLR has been on a total tear. I bought a measly 8 shares around 195, but goodness I coulda made bank on a "safer" stonk if I had went heavy.
Solar just started taking off recently. I bet FSLR turns into a winner here later in the year. Energy isn't getting cheaper.
Solar just got flooded with institutional flow. QRVO, FSLR, SEDG. Also doing some research on the co-located solar + storage - CSIQ, FLNC, SHLS
I'm bullish on solar so TE, TOYO and FSLR. I would like a battery play as well but still doing DD on that.
"Greetings, this is a text made with Gemini, but the stocks and the strategy are my choice. To show you how I would structure this, let's assume a hypothetical starting capital of €100,000 to make the weightings clear. Here is my final breakdown of your 8-Stock Market-Beating Portfolio:" The Heavyweights (Core / Center) – €20,000 (20k) Each Nvidia (NVDA) – 20%: The undisputed king of AI hardware infrastructure. Aggressive and dominant, but essential for driving massive outperformance. Google (GOOGL) – 20%: Your rock in the surf. Enormous cash flow, AI software leadership, and the defensive anchor that shields the portfolio from extreme tech volatility. The Growth & Speculative Flanks – €10,000 (10k) Each: Micron (MU) – 10%: Profiting massively from the high-bandwidth memory (HBM) explosion. Highly cyclical, but offers massive upward leverage. Advanced Energy Industries (AEIS) – 10%: High-precision power conversion for semiconductor manufacturing. A highly specialized "pick-and-shovel" play in the tech boom. First Solar (FSLR) – 10%: The green infrastructure hedge. Captures the immense clean energy demand coming from the mega-cap tech giants. Freeport-McMoRan (FCX) – 10%: The physical commodity hedge (Copper). Essential for AI data centers and global electrification, acting as an inflation and infrastructure shield. Amkor Technology (AMKR) – 10%: Advanced Packaging. A high-growth, speculative partner responsible for stacking and packaging modern high-end chips. Arm Holdings (ARM) – 10%: The intellectual property monopoly for ultra-efficient chip architectures. Tremendous growth potential, but a highly speculative bet due to its premium valuation. High risk and high reward. For the next 5 years. A big benefit is the massive Investition in KI. AMAT is also a choise.
I have profit making the second highest weighting of 18/100 behind 5yr revenue growth at 25/100z Based on profit margin alone on a percentile scale, RKLB was 32nd out of the 40 AI, space and renewable stocks I am interested in. NBIS, NVDA, AMSC, META, MSFT, GOOGL, FSLR, IBM, NXT, and ENLT were the top 10 on profit margin alone, RKLB ranks higher overall since it is #1 in 5yr revenue growth and price/sales ratio, while being average in most the other factors.
I have profit making the second highest weighting of 18/100 behind 5yr revenue growth at 25/100z Based on profit margin alone on a percentile scale, RKLB was 32nd out of the 40 AI, space and renewable stocks I am interested in. NBIS, NVDA, AMSC, META, MSFT, GOOGL, FSLR, IBM, NXT, and ENLT were the top 10 on profit margin alone, RKLB ranks higher overall since it is #1 in 5yr revenue growth and price/sales ratio, while being average in most the other factors.
I have profit margin the second highest weighting of 18/100 behind 5yr revenue growth at 25/100. Based on profit margin alone, on a percentile score RKLB is 32nd out of the 40 ai, space and renewable stocks I was interested in that seem to be doing well at first glance. NBIS, NVDA, AMSC, META, MSFT, GOOGL, FSLR, IBM, NXT, and ENLT were the top 10 on profit margin. RKLB ranks highly since it is #1 on 5yr revenue growth and price/sales ratio, while being average on most the other factors.
I gave profit margin the second highest weight at 18/100 behind 5yr revenue growth at 25/100. Ranking all of them on percentile 0-1, RKLB was 32nd. NBIS, NVDA, AMSC, META, MSFT, GOOGL, FSLR, IBM, NXT, and ENLT were the top 10 out of the ai, space and renewable stocks I was interested in
Holding NXT, best one I can think of. MWH is on watchlist, probably will start position. Geothermal company went public yesterday, FRVO. On watchlist and need to dig into it more once it steadys out if that makes sense. I like FLNC for the backlog but don't own it. Alot recommend FSLR too. I prefer utility scale solar over residential.
INTU ZS RUN and FSLR ASTS is probably as low as it will go for now. More launches later this year. no they won't hit 45, no it won't matter. Some healthcare has room to run, notably MOH is being held down and it might even dump again this summer. RAM stocks, believe it or not, are not done running, but may take a breather.
Go to where demand will be next. I’m looking at energy because it will be needed for the data center build out. Take a look at First Solar FSLR.
Energy. First Solar [FSLR] has a higher profit margin than Oracle, Amazon, or Apple yet has zero debt and a 14 trailing PE, 9 forward PE. They have these high margins despite being in a very competitive industry and manufacturing predominantly in America for the last few decades. They focus exclusively on utility scale projects which are both faster growing and more steady and predictable than rooftop solar on homes. Government policy can't change the fact that utility scale solar is both cheaper and quicker than any other energy source out there, and the cost of storage is dropping quickly as well making their intermittency less of an issue.
Problem is that China is able to produce panels at a much lower cost. Only reason why it’s trading so high (disagree that it’s a low valuation), is that China panels have been blocked by for purchase in the US. FSLR cannot keep up with the volume- US investment in solar manufacturing is very low compared to China. The differential in efficiency in FSLR and China panels does not make up for this cost either. Now I’ve obviously considered investing in FSLR- still do- but it’s not guaranteed $$$ long term hence why I stick on the sidelines. We need Chinas manufacturing for US solar evolution
Solar like FSLR trade at a cheap multiple do to gov subsidies not favorable for it with the current administration but I think when looking at risk reward it's a easy pick. Data centers going to be desperate for power which could take something that seems like a commodity have so much demand it sky rockets like memory did but doubt to even a quarter that degree but still.
End last year, I mentioned $FNMA as one of my best ideas for 2026 It has not panned out so far, but I did average down to $4.5 range and now I'm up big overall. It's still among my best ideas -------- $BPTRX has 33% of its asset in SpaceX valued at $830 billion (latest funding round). If SpaceX can indeed trade at $2 trillion on its IPO day, as most prediction markets are implying, the gain will be very substantial SpaceX's latest deal with Anthropic can generate $5 billion annually at current GPU rental prices. xAI's investment in its Colossus 1 cluster was ~$7 billion, so this kind of ROI is several times better than pre AI cloud computing -------- I see Energy ($XLE, $MLPX, $FSLR, $LNG) as a hedge in the current environment. This sector is now down since the start of the war, as if the market has already priced in Iran's surrender. I personally don't think it will be that easy. Plus, the AI buildout needs a lot more energy in the years ahead
People here will day DCA, bla bla, I'm also 27 y.o and yes, we will be exit liquidity soon, probably yhe only way now is to invest in falling knifes like NKE, FSLR and so on, any good companies which are close to 52 week lows, that's all
Yeah, I don't live near a casino anymore so from time to time I'll throw a couple hundred at a call or a put. But this is the first time I put anything like rent money in a strategy, and I'm suuper chuffed it's going well. All of these have huge upside potential. INTC is probably got a storm to weather first, but they are the only option for halfway modern chip manufacturing outside of Taiwan, so if anything makes the world decide maybe it's not a great idea to make all modern technology in one place then INTC is going to shoot way higher then it is. Mercado Libre is basically like what if Amazon but for the rest of the world, and they have a good track record so we know it's a good product with a huge growth potential. Space will be a huge market, and if it doesnt take 20 years for that to happen Rocketlab will definitely be along for that ride. Solar is already cheaper than other energy, and it's just being held back by cultural entrenched, so solar is going to have a whirlwind decade. I just hope FSLR specifically is part of it. I don't really think quantum computing matters much, but it's definitely where a lot of the AI money is going to go when we realize no-one's going to spend what it actually costs to have a robot make bad decisions for you. So I do think quantum computing has a chance of being the next tulip. And autonomous trucking is definitely going to be the first commercially successful form of self-driving so if that happens any time soon, AUR has a good shot at being on top of it. So yeah I think it's a good buy and hold mix. It's still high risk. I'm going to be losing gains against the opportunity cost unless and until one of 'em takes off. But I feel like it's as good of a lottery ticket to hold as any other.
4 weeks ago I looked for a few stocks that I thought could end up being the next big thing in the next 5-10 years. I ended up putting a few grand in INTC, MELI, QBTS, RKLB, AUR, FSLR, and SCHG. So far I'm up 50% already, so tomorrow I'm starting a biweekly $25 in each, hoping at least one of 'em will 10x in the next decade. I'll see y'all on the moon in the 2030s. Maybe I'll beat artimis there!
I closed SPCX before the bell... FSLR puts are ouch,,,
Ya, go FSLR! Get us off dat oil!
Also have SPXC calls and FSLR puts. Call me crazy but I also have AAPL puts open, not that they’re known for huge moves, those are dated longer.
I've been playing FSLR for a while, but I'm on the sidelines right now. I'm looking for an entry later this year. Good company but very prone to negative sentiment
I got some FSLR and it keeps dipping. Should I buy more? P/e is cheap on it.
Sold FSLR, MU, BBAI. Finally unloaded IHRT last week, just before it got bought out and mooned.
High quality companies with strong cash flow is the right instinct. Worth noting that energy disruptions like this also create structural tailwinds for clean energy alternatives. FSLR is one name that screens well fundamentally right now while oil stays elevated.
Took an L on FSLR earlier this year. Solar got crushed. No regrets though, you can't win them all. Still up overall. Just part of the game.
My worry isn't solar adoption. I'm confident the market will grow as our space capabilities improve. I'm more worried that Tesla will vertically integrate solar and destroy FSLR's moat