FSLR

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/

octopus_serenader

MELI NVTS up. FSLR down.

_hiddenscout

$FSLR Q4 * Net sales of $5.2 billion for 2025 and $1.7 billion for the fourth quarter * Net income per diluted share of $14.21 for 2025 and $4.84 for the fourth quarter * 2025 year-end gross cash balance of $2.9 billion and net cash balance of $2.4 billion * 2026 net sales guidance of $4.9 billion to $5.2 billion * 2026 Adjusted EBITDA guidance of $2.6 billion to $2.8 billion * 2026 year-end net cash balance guidance of $1.7 billion to $2.3 billion

octopus_serenader

MELI NVTS FSLR lets ffffffing goooooo

Late_Company6926

!banbet FSLR +3.5% 1d

Puzzleheaded-One-607

Bought more FSLR today. It’s pretty cheap here and I think it runs hard the next few years.

AntoniaFauci

Better in some ways, but they’ve run a lot whereas ENPH price has been crushed a lot. The last time I brought this up was right before a +40% day for ENPH. I said ENPH could conceivably triple or better, whereas FSLR and NXT already have.

jrex035

FSLR is a great choice, rapid growth with a low pe. Almost a steal at these prices

chevalier_92

FSLR First Solar, NXT Nextracker inc

Puzzleheaded-One-607

The FSLR valuation just looks so good too. I’ve been buying in this range lately.

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