FSLR

MarthaJulietta

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.

Late_Company6926

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.

SlowAndSteadyFarm

mostly tech (APPL NVDA AMD JBL FSLR DE) and oil (TRP, FTS, XOM).

WiseAct446

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.

jrex035

FSLR sells off every time the market thinks about going red

aspenextreme03

FSLR, NBIS, META, TE to name a few. But I will wait until tomorrow for the dust to settle a little

WritesWayTooMuch

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.

GeneralSavings9373

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%

SteakEater137

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

jrex035

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.

Puzzleheaded-One-607

I’m in SHLS, FSLR, NXT, and MWH All reasonable here. Some more than others.

buddhapunch

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.

jrex035

FSLR down more than 7% today despite having a PE of ~20, 33% profit margins, and no debt. Very cool

tke248

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

PepperBeeMan

Utilities (DUK), inputs to utilities (FSLR) and construction equipment companies (CAT).

Wonderful-Glove-5866

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.

CardiologistIll7271

FSLR 📈

Jaded_Objective_183

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.............

Jaded_Objective_183

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.............

rocier

FSLR damn

Jericho3434

FSLR been doing well. They manufacture panels here in America.

Late_Company6926

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

icharming

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

invain62

What are the “better plays”. My best performing solar stocks currently are FSLR and NXT

Saltysunbro

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).

UsualOk7794

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.

throwaway9gk0k4k569

Solar just started taking off recently. I bet FSLR turns into a winner here later in the year. Energy isn't getting cheaper.

Smart_Money_HQ

Solar just got flooded with institutional flow. QRVO, FSLR, SEDG. Also doing some research on the co-located solar + storage - CSIQ, FLNC, SHLS

Saltysunbro

I'm bullish on solar so TE, TOYO and FSLR. I would like a battery play as well but still doing DD on that.

Timely_Beat4637

"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.

NoTransportation475

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.

NoTransportation475

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.

NoTransportation475

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.

NoTransportation475

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

salty0waldo

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.

throwaway9gk0k4k569

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.

BulmasEx

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.

MajesticBread9147

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.

ParsleyNo9572

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

oilnation21

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.

InquisitorCOC

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

SovietPower777

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

TheHiggsCrouton

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.

TheHiggsCrouton

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!

Stocks_N_Bondage

I closed SPCX before the bell... FSLR puts are ouch,,,

rocier

Ya, go FSLR! Get us off dat oil!

Ancient_Pizza_4362

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.

SxeySteve

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

joan_goodman

I got some FSLR and it keeps dipping. Should I buy more? P/e is cheap on it.

Dramatic-Morning-100

Sold FSLR, MU, BBAI. Finally unloaded IHRT last week, just before it got bought out and mooned.

HotDoor4125

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.

porchoua

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.

CardiologistIll7271

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

Character_Set3454

I was into solar almost a decade ago, back then FSLR was definitely one of the better plays in the space. The issue then, as in now probably, is that it's a tiny niche market, and will continue to be so, with a high cost to convert and legislation and utilities pushing back. What SpaceX has to do with FSLR though is beyond me. 

CardiologistIll7271

has anyone done any research into FSLR? I'm extremely bullish, SpaceX going to give yuge tailwinds

Late_Company6926

The dip is still dipped for solar for some reason, so I’m going to keep buying the dip. FSLR, CSIQ, JKS, and RUN. It’ll rotate back over the next few weeks earnings

Late_Company6926

FSLR. Despite facing macro challenges and headwinds, utility-scale solar and onshore wind remain the most cost-effective forms of new-build energy generation on an unsubsidized basis (i.e., without tax subsidies).

Morocier

why FSLR popping? finally realize solar just maybe a good fuckin idea in this world?

Jaded_Objective_183

Reuters: China weighs curbs on exports of solar manufacturing equipment to US; [https://www.reuters.com/legal/litigation/china-weighs-curbs-exports-solar-manufacturing-equipment-us-2026-04-15/](https://www.reuters.com/legal/litigation/china-weighs-curbs-exports-solar-manufacturing-equipment-us-2026-04-15/) I´m long US utility-scale solar stocks: $FSLR, $ARRY; $NXT, $SHLS

SirLate6248

Leaps on NEE, CCO and FSLR. 🥭 delivered the best possible ad for clean energy. No more dino juice for anyone

MajesticBread9147

**$ENPH:** Enphase is a turnaround play for well integrated home solar + storage + EV charging. Their margins are excellent, and since they specialize in micro inverters they are primed to benefit from [plug in solar being legalized in more states](https://pv-magazine-usa.com/2026/01/30/we-are-really-looking-at-a-movement-here-says-bright-saver-cofounder-of-multi-state-plug-in-solar-legislation-push/) **$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 are in the process building multiple new factories in America as we speak. 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. Not to mention it's [growing faster](https://www.eia.gov/outlooks/steo/report/BTL/2023/09-smallscalesolar/article.php) 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. **NXT:**; Nextpower formerly Nextracker is a company that focuses on solar trackers. While trackers used to be economically troublesome, they are [now featured in over 99% of new utility scale solar projects](https://www.saurenergy.com/solar-energy-news/99-of-new-us-solar-projects-use-single-axis-trackers-report-10589804). Nextpower is [the world leader ](https://pv-magazine-usa.com/2025/06/11/global-shipments-of-solar-trackers-rise-20-u-s-slips-in-market-share/)in solar trackers. Their numbers are excellent however their valuation unfortunately reflects that. The company has high margins, high ROIC, high historical growth and next to zero debt. Their expected growth represented in their PEG and EPS growth predictions is low, but I honestly can't see why that would be the case. They have also moved beyond just making trackers and started to dip their toes into making eBOS systems, panel frames, and basically everything, but the panels themselves which was the purpose of their name change. I am not an electrical engineer so I don't know how the eBOS solutions of these two companies compare, but it is concerning for Shoals. They are also very close to the valuation that would make them considered for S&P500 inclusion which is also a potential catalyst.

Kind_Initiative_7567

FSLR calls anyone ?

NeuroTittie

GEV for the energy transition, FSLR for the most sustainable solar technology ever devised, jury is out on best storage solution from what I can tell but there are options. It is not true that renewables are not cost effective, American business analysts are just impatient. Technology A(oil) returns quickly and the human race goes extinct. Technology B(combined renewables) has to be manufactured AND installed(boo fucking hoo) but humanity survives… maybe we rethink “investment”.

babsa90

FSLR has been my golden goose for about 10 years but I sold it last year because of this current admin. The stock is completely deflated due to this admins policies and I'll probably re-enter soon

Scared-Signature-452

NXT, FSLR, CEG .. haven't done a lot of research so far, may buy others.

donjuantomas

FSLR 🚀 ☀️ 🌖 🧀 🫕 🌙 ✋🏽 🌴 🎣 catch the big fish

Scared-Signature-452

I can tell you which stocks in my portfolio went up today, in case you are interested: CEG, FSLR, NXT, XOP, WVE, GLD. I also bought ASTS and GLD today.

sNeKbIt99

I thonk solar is gonna see a major comeback. FSLR

whyshw

I’m eyeing at FSLR & ENPH

Valkyrie_Skuld

Because the whole market got liquidated buy id like to buy some soon. NXT or FSLR or both?

jrex035

I'm holding a ton of FSLR and watching it tank day after day. Sold company with effectively no debt, a 30% profit margin, pe closing in on single digits, and a p/b of slightly over 1. No clue why it just keeps dropping

WesternCourage2539

Makes sense. solar’s an exciting space but also easy to get carried away with the narrative. The tricky part is a lot of that upside is already priced in, and returns depend heavily on policy, rates, and execution—not just demand growth. ETFs like ICLN give you broad exposure, while names like FSLR are more about timing and conviction. If it’s “long shot” capital, just size it assuming volatility curious what your time horizon is here.

Alternative-Set3147

Time to start buying FSLR?

jobrody

I’m holding FSLR because they have a defensible tariff, manufacturing and patent moat in the US. Other than that, global solar plays are too complicated for me to figure out and the production glut in China is going to take time to rationalize.

Late_Company6926

Solar and storage. CSIQ and FSLR

Late_Company6926

I’m calling bottom on the Solar industry. Used all my cash to scoop up CSIQ, RUN, FSLR, TAN. High oil and high energy prices will facilitate the shift to solar and when macro conditions allow the industry will be valued properly

jrex035

I'm about flat on my active trading account mostly because FSLR is my second biggest holding and it just keeps on falling for some reason

jrex035

We're in the midst of the worst energy crisis in history and people are still selling FSLR like its going out of business. PE of ~14, PB of 2.4, no debt, 31% profit margins, wtf? SEDG is up 38% in the last months and it's a dogshit company by comparison

brewski512

so yesterday I bought calls for FSLR that were set to expire today and I thought I was fucked and when I looked at my account I realized I bought puts instead and I am $1k in profit. follow me for more recipes.

MajesticBread9147

Assuming long term the United States starts [exporting more LNG](https://www.eia.gov/todayinenergy/detail.php?id=67264), making domestic natural gas consumption in electricity and heating more expensive, I'd say there's a few mispriced companies that either see no-impact or benefit from this. Firstly, alternative energy companies: **FSLR** is the largest American manufacturer of solar panels, and benefit from utility scale deployments which make up a lot of new energy generation. They are consistently profitable and their technology is more efficient in both high heat and high humidity environments than traditional solar panels. **NXT** manufactures basically everything in a utility scale deployment but the solar panels. They traditionally manufactured only trackers [which make up the majority of utility scale deployments](https://www.saurenergy.com/solar-energy-news/99-of-new-us-solar-projects-use-single-axis-trackers-report-10589804) and they're the largest player in the tracker space, but they are moving on to make the EBOS systems, junction boxes, and more to become a one stop supplier for grid scale solar deployments. **ENPH** is wrongfully beaten down in my opinion. They operate mostly in residential solar which is a smaller market, but their margins are phenomenal, and they are increasingly making money not just from micro inverters but batteries as well. Many utilities are moving away from net metering so batteries are going from a niche luxury to a must-have. [Residential storage is expected to grow faster than residential solar overall](https://cleanpower.org/news/us-energy-storage-installations-reach-new-quarterly-record-in-q2-with-5-6-gw/) As for something completely unrelated, I'd say **AXP**. They used to be fairly/slightly overpriced but now they are very much in value territory. Swipe fees on a large percentage of the richest Americans, plus annual fees are extremely valuable in normal times, let alone in a K shaped economy. They have some of the lowest default rates in the industry so they aren't as susceptible to recession induced spending declines.

Late_Company6926

I’m calling bottom on the Solar industry. Used all my cash to scoop up CSIQ, RUN, FSLR, TAN

TorpedoAway

I think energy, like XLE will decline a bit when the war resolves. But once it declines post war it’s probably a good bet. I’m hoping alternative energy gets a boost from this. Like FSLR.

throwaway9gk0k4k569

SU hasn't stopped marching up. It's one of my few solid gainers for the past six months. I'm surprised FSLR hasn't risen yet. They have panel inventory ready to go and could ramp production further. They last guided for flat sales this year, which tanked the stock.

jrex035

Biggest energy crisis in history: exists FSLR: best i can do is flat for 3 weeks and down 30% in 3 months

wumr125

Ceasefire? Lol You bombed a school. Only america tolerates the killing of its children en masse This war will be as long as it takes for America to capitulate. Oil is going to be very expensive all year Bankruptcies will be numerous Im thinking green energy (GEV, BEPC), solar(FSLR) and usa based crude producer like SOC maybe could suddenly rip Warfare companies will go up, uncle sam is spending billions on missiles to blow up huts And orobaly drone and counter drone companies will be picked up by the usa and suddenly 100x Ibjust wish I knew more drones companies... Im not convinced about RCAT Outside of usa I'm buying euad again, if America has all its toys blown up the eurokids will have to make their own Everything else is going to shit

veggieroll1up

FSLR and any other solar/renewables would be a good long once we get over this…If we dont get ☢️’d

AntoniaFauci

Days like today are when you have to pinch your nose and find things to buy. When most of your watch list and holdings are down 2-7%, it means something is getting unfairly sold down. Is the booming aeronautics supplier FTAI’s business 15% worse than earlier this week? Does the war really change whether people use UBER rides? Drivers eat the fuel price, and the company will use pricing and surcharge anyway. GPCR was one of the top 3 prospects for a lucrative buyout at the end of 2025. Now at a 45% discount, a buyout seems more likely not less. META and RDDT are still minting money. And now META can see what layoff announcements have done for their peers. Is META cruel enough to do it? FSLR still has multi-year order backlog and the appeal of free electricity is twice as strong now that energy costs are redlining, so should it really be down 35%? What names do you see that have just been thrown out with the bath water?

jrex035

Been nice seeing FSLR finally stopped getting kicked in the nuts these last few days

jrex035

Personally I'm heavy energy companies not exposed to the MENA region, USO, and chemical companies that will benefit from disruptions to sulphur and phosphorus output. Holding a lot of FSLR on the expectation that green energy demand will increase and also some gold and gold miners

jrex035

We're in the midst of a historic energy crisis, so of course FSLR is continuing to sell off as if its going out of business

_hiddenscout

Earnings report wasn't great. Market sold it off. Then has been other bad solar reports probably pushing more pressure on it from like FSLR and a few other names.

small_dogs_rock

FSLR looking tasty.

jrex035

Don't mind me, just scooping up FSLR on the dip with both hands

jrex035

Glad I sold my holdings these other day, down 36% today lmao And I thought the FSLR dump yesterday was rough

jrex035

Unrelated to FSLR which has factories in the US (Louisiana and brand new one in South Carolina). Also from your article: >UFLPA enforcement has fallen since U.S. President Donald Trump took office last year. Stopped shipments totaled $187.7 million last year, down from $1.78 billion in 2024

jrex035

Man that FSLR miss tanked my whole portfolio today

rocier

FSLR pullback seems like a bit of an over reaction. calls

CRM300NOW200

FSLR down 18%, below 200 premarket. Anyone buying this dip?

CRM300NOW200

FSLR down 18%. Anyone buying this dip?

throwaway9gk0k4k569

First Solar, Inc. (FSLR) had earnings and dumped -17% after market close. Forward guidance was flat. And then this came out... https://www.reuters.com/world/china/solar-dominates-import-seizures-after-us-ban-chinese-forced-labor-goods-2026-02-24/