FSLR

avilacjf

I think FSLR has stronger growth potential than nuclear. Ramping nuclear capacity beyond turning on deactivated plants is expensive and slow, and SMRs are a credible threat. FSLR also weights the energy position a bit away from the AI segment which is intentional to preserve balance.

Imaginary-Writer-125

FSLR?

AntoniaFauci

Any actual news on FSLR and RDDT?

sNeKbIt99

Wonder if JB transfered his FSLR bags with that recommendation.....

yrnqceo

Here’s one that’s down 6% today $FSLR. 🤐

_hiddenscout

Oh for sure It's one of those things where I think market misses nunance and when you dig deeper, you can find great things. Solar and chips are like that. Like with solar, there is the world of BESS/Utilities which are growing great. Stuff like NXT/SHLS are killing it. I like FSLR as well. However, the residential side of things are great. People also think that solar requires subsidies, but BESS is actually so economical now, it's taking over energy generation. With Space, there is a lot of hype, but when you dig into it, companies that deal with sensors and components for satellites are doing well.

JuneFernan

I just got into solar with FSLR and NXT last Friday. Happy with them today at least.  I expect solar technology to eventually become profitable enough to where politics won't interfere. I'm willing to wait at least 10 years to see what happens with it. 

AntoniaFauci

Possibly ENPH, and some of these software prints are ones we’ll look back on the way we look back at $150 TSLA and $100 META. Realizations about free electricity from the sky are finally starting to break through. The most viral video of the last week for the vocal techbro communities has been the dishwasher nerd explaining the economics of free sky electricity. These are the aggro lads who pump stuff like OKLO, so if they wake up to how out of touch we are on solar, then look out. First Solar is better, but the FSLR stock is up 100+% whereas ENPH is down 92%. To me, the one with beaten down price might be more coiled.

AntoniaFauci

Why is energy surging while cheaper, better energy FSLR goes -14% Some moves don’t have to make sense.

sNeKbIt99

FSLR getting crushed. Good work JB.

Puzzleheaded-One-607

Interesting sell off in FSLR. I might buy more.

ThinkingOfTheOldDays

$FSLR's production process for panels uses less silver than other manufacturer's I don't know what that implies, but it seems incrementally bullish, and the chart reflects that mostly

Metacog_Drivel

Look at NXT, look at FSLR, look at TAN. We need energy badly and solar is making a comeback.

_hiddenscout

NXT really lifting up FSLR and SHLS today. 

BrobaFett_1

Woohoo! My 2 calls will do well tomorrow. Just bought some FSLR calls in today's drop. Will see how that goes.

ResponsibleValue7745

FSLR > Commercial Solar with a multi year backlog

literallyaPCgamer

Premiums are so high on long dated FSLR puts. I don’t understand

CANT_MILK_THOSE

Yeah but you could buy the actual providers of commercial solar instead. The ones whose earnings will reflect the increased consumption... like FSLR

Pioladoporcaputo

What's useful for this? $SEDG? $SPWR? $FSLR?

bananawrapper

I think we see a crypto come back in 2026. The odds on favorite for new Fed chair is pro stable coin/BTC, passing of the genius act and Larry fink talking tokenization at Davos. Seems like there's real institutional support now. In terms of stocks, I've bought LUCA, PHX, AVAV, FSLR, NXT and FT.TO to kick off the new year.

_hiddenscout

My core holdings for solar is really NXT, SHLS, and FSLR. My favorite speculative battery company is ELVA. Part of the problem is a lot of battery tech has really ran and it's probably way overvalued. Plus a ton of of them aren't profitable. ELVA is kind of there. They are now becoming profitable and transitioning more into BESS, also building a factory in the US, since they are a Canadian company. Just an example with how much some of the battery stuff is running, ELVA is up like 42% the past month. I found them like a month or so ago, so just watched this thing keep running like crazy.

ThinkingOfTheOldDays

long FSLR, set and forget

Onim

All in FSLR

sNeKbIt99

Well, I listened to Josh and bought some FSLR.

Funtimetilbedtime

I held FSLR from 257 all the way down to 125. Took a year but it’s all good now. I was nearly tempted to sell last week but they’re on the way up again. If the company is solid financially they will go back up.

illcrx

Nice job! I'll give my unsolicited advice but you should heed it. I'm actually not mad at all at you exercising those. The chart looks amazing, the run could continue actually. But there will be a time to sell. If your real reason you got into this stock was some Reddit communities then there is a real danger here for you. 1. You don't really have the maturity as a trader and you got extraordinarily lucky, only you know in your heart if this is true. If you did get really lucky and you are willing to admit that then the following will serve you well. 2. You will have to sell at some point, you just won't know when that is. 3. I'm sure the numbers have gotten insane for you but you cannot fall in love with this stock, you just can't. **This is a money making vehicle.** ASTS doesn't know or care about you and you have to view this money objectively at this point, its life changing and you have to be willing to sell at some point. You just need to know when that is. 4. I am not a valuation guy, by any means, but this runup in this stock will be stopped by one of a few things. a. Them starting to make actual money because they only have 18M in sales for a 32B market cap is actually crazy so when something like this runs it can stop due to actual good earnings. b. Very heavy volume at a very vertical point, this is climax selling please look this up it could coincide with earnings or not. Earnings will be harder to say its climactic but it definitely could be. c. A failure of some kind. Things like this sometimes fail operationally, like a bad satellite or something, just be aware. I have seen this too many times, I had a friend go from 20k to 2M in BTC and lost it all. Someone went from 50k to 4M and lost it all, I have seen it many, many times! Too many! Making money does not make you wise nor smart and I don't say that to be mean! I want you to keep this money! I actually want this stock to double again and double your money again. Just know that the party will end and you will have to sell. I'll just say going to $2m and then $4M is actual real, life changes. Going from $2M to $1M is still amazing but not super life changing, honestly. At this point if I were you, and I have been you in this circumstance, I set a floor at $1M and NEVER go below that for any reason. ASTS doesn't care if you make money in the trade. But you do. For guidance, I would like to lead you to the Solar sector rally in the mid 2000's, DDD, FSLR, SSYS, GPRO, TLRY, I mean it can go on and on and on. People that make big money in stocks that they fall in love with like a security blanket and they never cash out. Then the stock falls and NEVER recovers and the person can't bring themself to sell, its ego, its embarasement, its hope, its fear, its greed. Its an impossible situation and I don't want you to fall victim. PLEASE AT SOME POINT CASH OUT. Set a floor or look for climactic selling, you can google that and DYOR. Great Job! Just be wise.

_hiddenscout

I post about a lot here, but there's like two kinds of solar, utility and residential. What ENPH does is more residential, which I'm still pretty bearish on. However, utility level is killing it. FSLR is utility level. Same with NXT and SHLS. Like even Texas and Florida are some of the fastest growing markets for utility level. From everything I've seen/read, BESS is really winning the energy generation race.

AntoniaFauci

Have been accumulating more FSLR in the selloff from peak. Electricity is our most essential and most inflationary utility. That’s not changing. Yet somehow we believe a gang of chronic liars who tell us free electricity from the sky is bad? Someday we’ll catch up to what the rest of the world knows. But in terms of risk/reward, I like how sold off ENPH is. The business may not be performing as well as First Solar, but it’s down 90+% so any bearish to bullish turn is spring loaded.

_hiddenscout

Finally bought some FSLR. Also kind of funny, just saw funny Netflix tweet: >Pete Davidson will host a brand new original video podcast on Netflix starting January 30 in The US. The Pete Davidson Show will see the comedian sitting down with his famous friends for revealing conversations from the comfort of his garage. Funny they are calling this a podcast, when it's just a talk show? Lol. Feels like the one thing that makes You tube unique is it's full of content creators, feels like Netflix is trying to go after that segment.

Funtimetilbedtime

Pleased to see FSLR in this mix!

MajesticBread9147

Enphase is also good, I have some LEAPs. But FSLR is a more obvious play, especially since they focus on utility scale solar which is less sensitive to the overall economy and interest rates compared to rooftop solar. First Solar's metrics are much better, whereas Enphase is more of a play if you think it's oversold after being dropped from the S&P500 and subsidies ending, and that either more competitive products or more expensive electricity will counteract these forces more than the market predicts.

Electrical_Demand_24

Hmm would you rather hold FSLR over GEV, BE, or VST? I have too many energy stocks and FSLR has been on the chopping block

choomba96

Why FSLR and not ENPH?

chrisdudelydude

So FSLR is being heavily short sold then?

TheBayWeigh

Some DD on FSLR via [Magic Signal](https://magicsignal.app/) (iOS) Key Highlights: Large $1.1B facility launched in Louisiana, ramping U.S. manufacturing capacity to a projected 17.7 GW by 2027 Jefferies downgrade to Hold and reduced price target (Jan 2024) triggered a 10% drop, based on booking visibility and Section 232 tariff uncertainty 2025 guidance cut on sales volumes and earnings, with narrowed revenue outlook and lowered EPS guidance Gross margins under pressure, expected to compress from ~20% (2024) to ~11% (exit 2025) ex. federal tax credits Backlog of $18.5B and 64 GW provides strong multi-year revenue visibility, but margin quality of orders remains under scrutiny Sector rotation: U.S. subsidy optimism gives way to ‘stock-picker’s cycle’; operational execution and cost controls now central for outperformance Contrasting analyst sentiment: BofA (PT $291, Buy) and Guggenheim (PT $312, Buy) vs. Jefferies (PT $260, Hold), highlighting valuation debate Recent insider selling totaling ~$13M, with insiders holding just 0.48% of shares Stock currently in a pullback phase (YTD -11.23%), stalling at upper range but supported by long-term fair value arguments Price has broken below the 20-day SMA, reinforcing short-term bearish momentum RSI signals no extreme oversold/overbought risk, but the reading is nearer to oversold territory MACD and its histogram both point to strengthening bearish momentum—short-term trend caution is warranted Options sentiment is neutral, with both put and call volumes below average, reflecting muted directional conviction Implied volatility has contracted from recent highs, suggesting expectations for a broad, but not extreme, trading range Market Analysis: Policy-driven tailwinds from U.S. Section 232 tariffs remain key, but real-world impact is being questioned due to uncertainties and potential carve-outs Investors increasingly focus on execution and margins as broad “solar beta” fades, with interest seen moving from macro themes to company-specific drivers First Solar’s backlog and U.S. manufacturing could attract capital if industrial policy tightens, but margin pressure and rising costs may blunt valuation support Global competition and trade policy volatility pose ongoing risks for international operations and pricing power Risk Assessment: Policy uncertainty: Section 232 tariffs and other trade measures may fail to deliver anticipated pricing/margin upside if carve-outs are granted or enforcement is weak Execution risk: Delays or cost overruns in new U.S. facilities and potential charges from overseas underutilization could worsen profitability Margin pressure: Gross margins are trending sharply lower (from ~20% to potentially ~11%), raising concerns about sustainable profitability International volatility: Reciprocal tariffs (e.g., India), and international volume risks compound U.S. regulatory risks Valuation and sentiment: Mixed analyst calls and recent insider selling indicate uncertain floor for valuation

MajesticBread9147

Finviz shows 0.32 https://finviz.com/quote.ashx?t=FSLR&p=d

Detail4

Appreciate it. Disagree though on solar. I spent 15+ years in the business in multiple channels- large commercial, government to residential. Granted I’ve never done true utility project. However, this administration is hostile to solar across the board whether it’s rooftop or not. That’s why FSLR is such a relative value for being a well run company that they shouldn’t hate. I don’t think it’s a 2026 stock. It might be a decent price to accumulate for a 5 year position.

Adiyogi1

Watch for FSLR.

MajesticBread9147

I have three long term holds. **ASE Technology (ASX)** A Taiwanese company that is the market leader in outsourced semiconductor packaging and testing. Semiconductor process nodes can't shrink too much more before we get into issues, which is why many companies are not focusing as much on die-shrinks to increase performance but instead more advanced packaging. You see this with the increased use in 2.5 and 3D packaging, chiplets, SiP and the like. This trend is across the electronics industry, from auto manufacturers, the main CPU and GPU designers we all know, as well as SOCs used in cell phones, and combined CPU/GPU SOCs designed by big cloud providers used for AI training. The company is well diversified within the industry, and is the main player in their space, so isn't reliant on the current AI hype train to succeed. They have lower margins than TSMC however they have a significantly lower PE and PEG ratios and pay a 3% dividend which I reinvest. They are investing heavily into new equipment and factories to support the latest and highest margin technologies that they work with, but are still diversified across pretty much all semiconductor packaging beyond just the high end. The company doesn't get a lot of hype, and isn't captured by a lot of semiconductor ETFs, so while it absolutely is positive impact on the AI hype cycle, they are much less likely to be severely hurt by a bubble popping the hype cycle compared to NVIDIA or TSM, especially with their diversification. **Secondly, since we need to power the datacenters**: **First Solar(FSLR)** Basically zero debt, 0.57 PEG, and 28% profit margin with a huge backlog and new factories coming online this year. They make most of their panels in America and despite that and their large margins they were the first solar company to achieve sub $1/watt pricing over a decade ago. Their panels don't use silicon and instead use a different semiconductor (CdTe) that allows an efficient thin film deposited on glass ( vs sliced silicon crystals) meaning they use less material, and this semiconductor is both significantly better at maintaining efficiency in high heat environments and cheaper to produce. They focus exclusively on grid scale solar projects and contracts, so their revenues are more predictable and less sensitive to interest rates than rooftop solar. Current government policy can't change the fact that utility scale solar is by far the cheapest and fastest way to add electricity to the grid in a time when fossil fuels are set to become more expensive due to both increased exports and domestic demand, and nuclear projects, even SMRs take significantly longer and cost significantly more. **Lastly, I think Celestica(CLS) is still fairly valued as a growth play.** They are an advanced electronics manufacturer and large manufacturer of high speed network switches that are used in hyperscaler datacenters. Every server rack, and at multiple connections upstream has a switch, and networking is very important for ML workloads because large amounts of data needs to be sent between different servers quite quickly. They are the market leader in 800G switches which is the cutting edge right now. And while this is a good portion of their business, they also do healthcare technology,rack integration, general electronics design and offer services to better automate factories, which is important if we are going to bring manufacturing back. There are dozens of cloud companies, most of whom are unlikely to last til 2030, but Celestica will last, and every cloud company uses something made by them. They even make components and contracted out design and manufacturing for companies like Juniper and Dell. They beat last quarter earnings expectations by 50%, have a 30% ROE, and are expected to grow their EPS by 28% each year over the next five years. It's my largest holding by far. All of these are positioned to grow with whatever Cloud/Datacenter providers win out, whether AMD, Nvidia, or custom SOCs dominate compute, and are diversified enough to not go bankrupt if this turns out to be all hype.

AntoniaFauci

Anything but a day trader and even with sitting on 35% cash already made my 2026 target of $200k in three days before losing $40k of that on FSLR downgrade. This is NOT normal. Already have a full position of volatility instruments but considering even more of things continue to heat up.

toomuchgoodstuff9

I’m a long term holder, but FSLR is facing real issues with their modules. Despite a 10% dip yesterday from a Jeffries down grade, I could seem them dipping even further and faster. May go short here during the mild relief rally

Able_Show_8560

bearish. I only buy best in class w/in utility scale solar/bess. if you want a us-based manufacturer buy $FSLR they are miles ahead

_hiddenscout

Rad ty!  Yeah I need to look more into FSLR. Valuation is pretty cheap. 

Able_Show_8560

FSLR NXT SHLS are my long term picks in the industry, just FYI

Aggravating-Elk-7409

China has nationalized energy companies so they’re forced to have lower prices and they are less fragmented so they have lower operating costs in general. FSLR will bounce back it does this like every month. If a democrat was in office it would be 350 easily

toomuchgoodstuff9

lol sold my FSLR puts on Monday for a 40% loss. They are currently a 10 bagger

_hiddenscout

Curious to see what's going to happen with perovskite**.** I think it's starting to roll out soon and should be a huge boost. Still love holding NXT, since it's more software name. Same with SHLS, since they are more of the wiring aspect of it. Both are also relying on utility level. However, valuation looks really cheap for FSLR and could be a great buying opportunity.

Aggravating-Elk-7409

This FSLR dump is comical. Literally socially obligated to buy calls now. 10% on a rerate from nobodies?

MarthaJulietta

This gotta be peak fear and capitulation in this stock. I been through it with TSLA FSLR CVS sold out at or near bottom. They usually come back. This one will too.

Tomato-Tomato-Tomato

I like FSLR. Do your own DD though, please.

avilacjf

Far more concerned with picking stocks that are least likely to go down than those with the potential to skyrocket over a short period. Looking at UBER, NFLX, MA, LLY and FSLR right now.

avilacjf

I would not buy only from that list. NVDA GOOGL BABA CRWV NFLX FSLR LLY MA BN BRK.B

AntoniaFauci

Some of my best and worst FSLR and ENPH. I remain sure that someday America will join the rest of the world in realizing the free electricity from the sky is a good thing. And while FSLR is a favorite, the price of ENPH means it has more bounce potential. No idea what year or decade that might be though. Also some battery and related system plays. Things like MVST or STEM could erode to dust next year or just as easily triple. Who knows?

jonahmiller32

FSLR feels like it might keep adjusting for a bit, and the volume isn’t really picking up. What’s your take? I’m keeping an eye on it too

dollarfightclub

UUUU and FSLR are my picks

JesusBoughtPuts

$TE U.S. solar company building solar panels with a fully vertically-integrated supply chain. The current Trump admin hates solar right? Sure, but they also know the U.S. sees China in their rear-view mirror speeding up behind them in AI advancement. You need a shitload of energy for AI infrastructure and China has it. In what form? Solar. Why? It’s cheap. The U.S. will have no choice but to adopt solar or risk falling behind China in the AI race. Sure, SMR tech will be better, but that in 5-10 years. We need energy now. Solar is fast. Solar is cheap. U.S. data center companies will want solar for cheaper costs. $TE’s competitor is $FSLR which produces 27GW of solar energy per year. $TE is currently producing 5GW and is expected to finish the second factory this year which will put them at a total output of 10GW. $FSLR market cap? 27B. $TE market cap? 1.4B. Risks? Execution. I placed my bet.

Pretty_Dragonfly_716

ENPH has been on my watch list for a while. But FSLR has gained 100 percent and all ENPH does it’s sink slowly

MajesticBread9147

FSLR

devopsy

Any idea on ENPH ? Is that worth compared to FSLR?

creemeeseason

NXT is up 152% ytd. SHLS is up 68% ytd. Utility solar is doing fine and the market recognizes that. Utility companies are adding solar to meet demand. Residential solar is more hit or miss. ENPH is down 51% Though it's not without winners. FSLR is up 61% because they're viewed as a tariff winner. SEDG is up 108%. Looking at the solar ETF TAN it's up 55% on the year. So it's fairly hard to argue that the market hates solar broadly. It's outperforming the market this year by a wide margin.

corndog_messiah

Turns out, FSLR was the real semis play this year

Weak-Pomegranate-435

Good for FSLR🚀🚀

quarkral

Yea utility + infra is the way to go. For infrastructure, Comfort Systems (FIX) is carrying my entire portfolio (+200%). I originally bought it as a play on global warming (because many places in the US that historically never needed A/C now need it), then it turned into an AI data center play. I also have ETR and CEG at +100% each as standard electric utility stocks. Outside of electric utility I'm looking at water, recently nibbled on AWK and VLTO. Both AI data centers and the semiconductor manufacturing industry will require significant investment here. Last year I bought FSLR around $190 but I chickened out and dumped it at $150 something when Trump was messing with the subsidies. Fuck me.

breadlover96

Up 5%. Last month FSLR said they saw 68GW in North American booking opportunities. I wonder how much of that already included data centers. Based on a small amount of internet-based research, Google has about 120 data centers which could host \~500kw each.

OrderAmongChaos

Affects FSLR plays as well since First Solar is the provider for Intersect; assuming Google makes no changes, First Solar panels will be going on Google datacenters.

AntoniaFauci

Not sure 2026 will be the year, but I’m accumulating solar stocks for a future payday. We are desperately short of electricity, and that problem is getting worse by the day. Your electric bill is everyone’s worst bill. It goes up faster than inflation and never goes down and never will. Conservative hogwash about “clean” coal won’t help. Naive tech bro hogwash about nuclear plants which are not clear or safe or cheap and will take 20+ years and accelerate our GHG crisis are not the answer. Meanwhile solar offers unlimited free electricity from the sky. It’s the cheapest and cleanest and quickest electricity possible. In can be deployed rapidly. It doesn’t even need a grid. You can put it on your roof, your shed. Your neighbourhood can do it. Your small town can. Your farm can. Yet even as we KNOW electricity is a crisis AND we KNOW solar is the best free electricity, somehow stocks like ENPH are down 92%. Profitable and backlogged things like FSLR have bounced back nicely, but could still have room to run. Naive “nuke-u-lar” turfers will say “but solar doesn’t work at night!” as if zeroing out “only” two thirds of your worst bill is somehow a bad thing. This regressive crime family administration may be scientifically and economically impaired, but they’re also random. It’s possible some Enphase Peace and Virulity trophy or some random realization on the value of getting free electricity suddenly kicks in. But even if it doesn’t happen this year, there will come a day when Americans copy the rest of the world in recognizing the value of free electricity.

bagonakis

Ytd 34% up thanks to FSLR and GMAB

Thick_Pudding_3618

. T1 Energy | $TE With nuclear still 5+ years away, US will need quick clean energy. Built in US, by the US. Trump loves that. Clean energy creates more jobs than any other source energy — Trump wants more jobs in the US right? The overall vibe of T1 gives PLTR/Anduril for me personally and the fact that they use PLTRs software is great. Their website design is top notch and overall it feels early in the journey (PLTR,NBIS,NVDA) before it went mainstream. Nuclear won’t be ready until the 2030s and data enters will need energy now. Think of it like the picks and shovels in the AI gold rush. As much as people hate solar, I think TE will solve that issue. At 700 million MC a 5x isn’t out of the question let alone a 10x. If they eventually sign contracts I truly believe this company will take off. The only other competitor has a market cap of 27x TE’s at the time of this writing. If $TE market cap reaches 0.4x the production capacity of $FSLR I’ll let you do the math on that. $FSLR — $27 Billion MC 26 GW of production capacity $TE — $600 Million MC 10 GW of production capacity Keep in mind, I wrote this a couple weeks back and now it’s sitting at 1.37 billion MC at the time of this writing. Still early…

xploeris

Why would TE get a lot of business when there's FSLR? And if TE has so much potential, why doesn't the market value it?

Thick_Pudding_3618

T1 Energy | $TE With nuclear still 5+ years away, US will need quick clean energy. Built in US, by the US. Trump loves that. Clean energy creates more jobs than any other source energy — Trump wants more jobs in the US right? The overall vibe of T1 gives PLTR/Anduril for me personally and the fact that they use PLTRs software is great. Their website design is top notch and overall it feels early in the journey (PLTR,NBIS,NVDA) before it went mainstream. Nuclear won’t be ready until the 2030s and data enters will need energy now. Think of it like the picks and shovels in the AI gold rush. As much as people hate solar, I think TE will solve that issue. At 700 million MC a 5x isn’t out of the question let alone a 10x. If they eventually sign contracts I truly believe this company will take off. The only other competitor has a market cap of 27x TE’s at the time of this writing. If $TE market cap reaches 0.4x the production capacity of $FSLR I’ll let you do the math on that. $FSLR — $27 Billion MC 26 GW of production capacity $TE — $600 Million MC 10 GW of production capacity

Thick_Pudding_3618

T1 Energy | $TE With nuclear still 5+ years away, US will need quick clean energy. Built in US, by the US. Trump loves that. Clean energy creates more jobs than any other source energy — Trump wants more jobs in the US right? The overall vibe of T1 gives PLTR/Anduril for me personally and the fact that they use PLTRs software is great. Their website design is top notch and overall it feels early in the journey (PLTR,NBIS,NVDA) before it went mainstream. Nuclear won’t be ready until the 2030s and data enters will need energy now. Think of it like the picks and shovels in the AI gold rush. As much as people hate solar, I think TE will solve that issue. At 700 million MC a 5x isn’t out of the question let alone a 10x. If they eventually sign contracts I truly believe this company will take off. The only other competitor has a market cap of 27x TE’s at the time of this writing. If $TE market cap reaches 0.4x the production capacity of $FSLR I’ll let you do the math on that. $FSLR — $27 Billion MC 26 GW of production capacity $TE — $600 Million MC 10 GW of production capacity

Will_Full1933

!banbet FSLR 278 22d guess I’ll eat glass and stop calling me a pussy vmod

Will_Full1933

!banbet FSLR 273 42d guess I’ll eat glass

Will_Full1933

!banbet FSLR 2% 17d

Formal-Kale2431

There are so many to choose from, but it’s the discipline to not sell in major dips (its got be before). That being said, I’m very bullish on AI power infrastructure in 2026 - OKLO, VRT, BE, FSLR, NEE to name a few. So much so that I created a portfolio on the Dub trading platform earlier this year ($ENRGYMIX) that’s taking advantage of the whole stack! So far, +55% YTD.

Wandering_trader99

I only started tracking my buys about 6 months ago but in those 6 months had a few that went really well... AMD(+85%) , GOOG(+98%), FSLR(+80%), ASML(+63%) , VIST(+40%) , SEZL(28%) , ADMA(29%) to name a few... However... 2 of my picks went badly lol: CMG(-25%) , TTD( -20%) (I have to be honest and show my losing picks too, its not always sunshine haha. Study your bad picks as much if not MORE than your wins as you can often learn a lot more from them)

theshrewdstudent

FSLR and AMAT recently

Thick_Pudding_3618

T1 Energy | $TE With nuclear still 5+ years away, US will need quick clean energy. Built in US, by the US. Trump loves that. Clean energy creates more jobs than any other source energy — Trump wants more jobs in the US right? The overall vibe of T1 gives PLTR/Anduril for me personally and the fact that they use PLTRs software is great. Their website design is top notch and overall it feels early in the journey (PLTR,NBIS,NVDA) before it went mainstream. Nuclear won’t be ready until the 2030s and data enters will need energy now. Think of it like the picks and shovels in the AI gold rush. As much as people hate solar, I think TE will solve that issue. At 700 million MC a 5x isn’t out of the question let alone a 10x. If they eventually sign contracts I truly believe this company will take off. The only other competitor has a market cap of 27x TE’s at the time of this writing. If $TE market cap reaches 0.4x the production capacity of $FSLR I’ll let you do the math on that. $FSLR — $27 Billion MC 26 GW of production capacity $TE — $600 Million MC 10 GW of production capacity

Thick_Pudding_3618

T1 Energy | $TE With nuclear still 5+ years away, US will need quick clean energy. Built in US, by the US. Trump loves that. Clean energy creates more jobs than any other source energy — Trump wants more jobs in the US right? The overall vibe of T1 gives PLTR/Anduril for me personally and the fact that they use PLTRs software is great. Their website design is top notch and overall it feels early in the journey (PLTR,NBIS,NVDA) before it went mainstream. Nuclear won’t be ready until the 2030s and data enters will need energy now. Think of it like the picks and shovels in the AI gold rush. As much as people hate solar, I think TE will solve that issue. At 700 million MC a 5x isn’t out of the question let alone a 10x. If they eventually sign contracts I truly believe this company will take off. The only other competitor has a market cap of 27x TE’s at the time of this writing. If $TE market cap reaches 0.4x the production capacity of $FSLR I’ll let you do the math on that. $FSLR — $27 Billion MC 26 GW of production capacity $TE — $600 Million MC 10 GW of production capacity

tyzenberg

Top of my head, I’m looking at PLTR, TSLA, TEAM, AMZN, BETA, FSLR, COIN, AMAT

PhilosopherIll3257

AI will fall flat without the power it needs to run. I am investing in small ETF space POWR. I think it’s a great way to invest in the electrification of America. Here is what’s in it. Top 10 Company Symbol Company Name Holdings Percentage PWR Quanta Services Inc 6.43% NEE NextEra Energy Inc 6.40% ETN Eaton Corp PLC 5.89% GEV GE Vernova Inc 5.08% CEG Constellation Energy Corp 4.61% EQT EQT Corp 4.60% SO Southern Co 4.05% FSLR First Solar Inc 3.93% DUK Duke Energy Corp 3.78% HUBB Hubbell Inc 3.43% View all Holdings by Weight Sector Exposure Utilities 49.16% Industrials 29.77% Energy 14.28% Information Technology 5.40% Materials 0.84% Industry Exposure

BobtheChemist

If you want to help build solar, buy HASI, BEPC, CWEN.A, or ENPH, FSLR, or TSLA (if you can stomach the risks and Elon.) The first three finance and build solar farms, the last three make solar components. The first three are fairly safe investments with good dividend yields, the second group are quite speculative currently.

UNETHICAL_SWAG

T1 energy (TE) - high risk, high return chance First Solar (FSLR) - more established, safer play

Any_Wolverine_8512

I agree with you that today is definitely one of those days, at least regarding tech related stocks. It's a bloodbath. If you look across the market, you see the money moving into food and beverage, non-tech indexes and the energy sector. For example, TSM is down 2.0 right now. FSLR is down almost 4%. I'm not telling you what to do. But it's probably worth pulling up the YTD charts on those two.

itsyoboyeden

FSLR, TER, PRY (Prysmian SpA), and GEV

MarthaStewart__

FSLR

tech01x

One of the reasons for FSLR rise.

Aggravating-Elk-7409

I think most solar stocks are solid rn especially ENPH and FSLR are cheap af

Ensemble_InABox

Yea, they make microinverters and batteries. The inverters are mostly immune to tariffs but the batteries have been growing, but struggling due to 1) tariffs on battery supply chain from China and 2) competition w/ tesla, primarily. Both are high margin, but as you said, resi solar has gotten decimated from 1) interest rates, 2) nem 3.0 and similar state bills 3) BBB 4) tariffs (almost all panels are made in China w some exceptions like FSLR, making the price of solar installations increase). Who knows but I like it at this price. I think we'll start to see more states roll out resi solar incentives to support data centers. Maybe VA will lead the charge.

Ensemble_InABox

ENPH is legit. Headwind after headwind last few years. They need to pivot harder into commercial and do some data center collabs like sedg announed this morning. Many years of growth ahead, the energy conversation around AI has been solely focused on commercial, hence enph lagging behind FSLR etc, but I expect that to change in the coming months.

Thick_Pudding_3618

This is only the start for this company. Been long for a while now. The next EOSE,FSLR

Impossible-Road-558

I hope that is good news for: 1.) Copper (TECK and FCX) 2.) Solar (FSLR and CSIQ) 3.) Utilities (EIX)

MaleficentPlate9104

FSLR gotta be a short after it gapped Friday

Mobile-Fig-2941

Is FSLR still a good buy at this level? Trying to diversify my portfolio some as it is very AI heavy.

MaleficentPlate9104

I’m shorting the shit out of FSLR next week

AntoniaFauci

Whenever people ask for stocks that will be multibaggers in a few years, I always point to what’s most hated today. And that includes ENPH. It trades like it’s going bankrupt, yet it’s actually profitable and has best of breed product. It enables free electricity from the sky, in a country and time where every corporation and individual is going nuts trying to purchase electricity at ever-spiking prices, even to the point of bidding up speculative unsafe, unclean, ultraexpensive options that are 15-20 years away. At some point the fever of the cult leader’s demonizing of free, clean, rapidly deployable electricity will break. Today’s hated stocks become tomorrow’s sharp rebounds. I actually prefer FSLR, but the spring in ENPH is much more extremely wound. Could it go to $30 or $20? Sure. But someday, if humans still want electricity, it will go above $100.

Educational-Date1388

You should have bought calls for FSLR

MrDown_Jones

FSLR might be a solid short with this rumored green energy contract cancellation

blissfulfinance

Here is the description of my portfolio strategy. 𝙎𝙩𝙧𝙖𝙩𝙚𝙜𝙞𝙘 𝘾𝙖𝙨𝙝 & 𝙂𝙤𝙡𝙙 𝙋𝙤𝙨𝙞𝙩𝙞𝙤𝙣: holding 5% to 20% of the portfolio in cash or gold, adjusted according to market sentiment and used to capitalize on market dips. The remainder of the portfolio ( removing cash) is allocated as follows: 𝙇𝙤𝙬-𝘾𝙤𝙨𝙩 𝙄𝙣𝙙𝙚𝙭 𝙀𝙏𝙁𝙨 (~𝟱𝟬%) We use a combination of ETFs linked to the S&P 500, Nasdaq, European, and worldwide stock indices. When selecting ETFs, we prioritize those with the largest Assets Under Management (AUM), such as VOO for the S&P 500 and QQQ for the Nasdaq-100, and VXUS for the rest of the world. About one third of this bucket is dedicated to Non US index funds. 𝙏𝙚𝙘𝙝𝙣𝙤𝙡𝙤𝙜𝙮 𝙎𝙚𝙘𝙩𝙤𝙧 (~𝟮𝟱%) A significant part of this allocation is invested in one or two of the "Magnificent Seven" stocks, based on our analysis of their future prospects. The rest is allocated to tech stocks that we believe have the best product offerings in their respective segments. As of the writing of this post our main tech bets are $GOOG , $UBER and $FIG 𝙑𝙖𝙡𝙪𝙚 𝙄𝙣𝙫𝙚𝙨𝙩𝙞𝙣𝙜 𝙞𝙣 𝙆𝙚𝙮 𝙎𝙚𝙘𝙩𝙤𝙧𝙨 (~𝟮5%)🔍 We look for well-established companies with world-class products in the Energy, Health, Defense, and Finance sectors. We apply fundamental value investing principles to acquire these stocks at what we determine to be fair prices (e.g., a P/E ratio below their industry peers). As of the writing of this post some of our main bets are $AIR.PA , $NU and $FSLR

MajesticBread9147

I have two long term holds. ASE Technology (ASX) A Taiwanese company that is the market leader in outsourced semiconductor packaging and testing. Semiconductor process nodes can't shrink too much more before we get into issues, which is why many companies are not focusing as much on die-shrinks to increase performance but instead more advanced packaging. You see this with the increased use in 2.5 and 3D packaging, chiplets, SiP and the like. This trend is across the electronics industry, from auto manufacturers, the main CPU and GPU designers we all know, as well as SOCs used in cell phones, and combined CPU/GPU SOCs designed by big cloud providers used for AI training. The company is well diversified within the industry, and is the main player in their space, so isn't reliant on the current AI hype train to succeed. They have lower margins than TSMC however they have a significantly lower PE and PEG ratios and pay a 3% dividend which I reinvest. They are investing heavily into new equipment and factories to support the latest and highest margin technologies that they work with, but are still diversified across pretty much all semiconductor packaging beyond just the high end. The company doesn't get a lot of hype, and isn't captured by a lot of semiconductor ETFs, so while it absolutely is positive impact on the AI hype cycle, they are much less likely to be severely hurt by a bubble popping the hype cycle compared to NVIDIA or TSM, especially with their diversification. **Secondly, since we need to power the datacenters**: First Solar(FSLR) Basically zero debt, 0.57 PEG, and 28% profit margin with a huge backlog and new factories coming online this year. They make most of their panels in America and despite that and their large margins they were the first solar company to achieve sub $1/watt pricing over a decade ago. Their panels don't use silicon and instead use a different semiconductor (CdTe) that allows an efficient thin film deposited on glass (as opposed to sliced silicon crystals) meaning they use less material, and this semiconductor is significantly better in high heat environments, whereas silicon panels get less efficient when they heat up. They focus exclusively on grid scale solar projects and contracts, so their revenues are more predictable and less sensitive to interest rates than rooftop solar. Current government policy can't change the fact that utility scale solar is by far the cheapest and fastest way to add electricity to the grid in a time when fossil fuels are set to become more expensive due to both increased exports and domestic demand, and nuclear projects, even SMRs take significantly longer and cost significantly more. Lastly, I think $CLS is still fairly valued as a growth play. They are an advanced electronics manufacturer and large manufacturer of high speed network switches that are used in hyperscaler datacenters. Every server rack, and at multiple connections upstream has a switch, and networking is very important for ML workloads because large amounts of data needs to be sent between different servers quite quickly. They are the market leader in 800G switches which is the cutting edge right now. And while this is a good portion of their business, they also do healthcare technology,rack integration, general electronics design and offer services to better automate factories, which is important if we are going to bring manufacturing back. There are dozens of cloud companies, most of whom are unlikely to last til 2030, but Celestica will last, and every cloud company uses something made by them. They even make components and contracted out design and manufacturing for companies like Juniper and Dell. They beat last quarter earnings expectations by 50%, have a 30% ROE, and are expected to grow their EPS by 28% each year over the next five years. It's my largest holding by far.