FSLR

Most_Newspaper306

Don't know tbh. RUN is mainly for households, FSLR is corporate projects and i think that even without tax credits energy demand is rapidly growing + solar is the cheapest source so businesses don't really care about benefits there

MasterDebator691269

Well I think FSLR is the obvious winner and RUN will be the indirect winner. I chose RUN of the two because higher risk equals higher reward. But if FSLR goes up so will RUN

Most_Newspaper306

okay i read through it. However, FSLR seems like the main beneficiary, not RUN tbh

drewzyfer

It sure seems priced in for FSLR

soprattutto

Just realized I've never in my life met a girl that said she likes balls or has any preference related to them. Never once, for example: "I'm a total slut for balls" Oh well. Girls ignore my balls, market ignores my calls. $UNH to $450, $FSLR to $200

utitses

why tf RUN & FSLR up if market is pricing in the big bald bitch passing? aint that shit horrible for solar??

Most_Newspaper306

hmm okay well sounds fai rso FSLR and RUN should definitely benefit from that you're saying? What's your price target in mind tho and why?

Dust-Sea

FSLR and others I can't name here. E.g. Fl\_ \_ \_ ce.

callsonreddit

Any catalyst for big green? ORCL +6% RUN / FSLR +7%

SxeySteve

I don't know that much about ENPH. I think residential solar has different forces at play and I stay away. FSLR I'm neutral short term. There's a lot more uncertainty in congress than I had envisioned, and it's hard to look more than a few weeks out. But long term I'm still bullish. I think restrictions on Chinese panel imports are here to stay. The need for more and cleaner electricity are inevitable, and congress can'tcontain those forces forever. I'm still long and waiting patiently through the turbulence

Novel-Yak1927

I agree, which is why I'll be slowly building my position for the longer term as the prices keep dropping. At this moment I have about %35 of my portfolio in cash after I took some profits from Nvidia this Friday, so I'm in a good spot to start building some positions (current FSLR position 19 shares average cost 157)

callsonreddit

Was there a catalyst for RUN and FSLR to recover? Or just filling the gap?

Novel-Yak1927

It may not have the favor of the current administration but I'm starting to build a position into first solar (FSLR) for the longer term. Before the current administration they peaked above $300 a share but ever since September of '24 they have been on the decline and are currently at half of that price trading at $152 as of Friday with a p/e of 12. Now I do think they will continue to drop in price due to being out of the favor of the administration but with all these data centers and tech innovation to come in the following years generating electricity is gonna be important and solar seems like the smart play for generating it efficiently (besides nuclear but there are some reserves about that still). First solar is one of the leaders in solar tech and even though it's a ways out before a turnaround I think now is a good time to start building a position while it's on the decline. Also I've already started a decent sized position in UNH (average cost 285) but that also feels like it'll be a while before a real turnaround

blah_blah_blah_78

Thanks for the tip, I'll look FSLR up.

hewhosleepsnot

I like contrarian plays so I’m always on the lookout for stocks that I think are over reacting to short term news (when selling puts now I like to think would I be ok holding this for 3-5+ years if things go against me). That’s sort of what started my interest in UNH, GOOG, and FSLR recently. Then always love a value play so these being low p/e currently is a big check mark. Then because of the 3-5 year piece I try to think about long term trends and I think google, for example, has enough moonshots and still is in the AI race so I can if search and ads go down as pessimists say (which I think is overblown) that they would still be a viable le and valuable company I wouldn’t mind having a small piece of my net worth tied to for the long term. Then other plays are just things I almost want to buy at current levels but not quite so I just sell a lit and let fate decide. That was my IAU reasoning this week as I really wouldn’t mind more exposure to gold at this time even given the near all time highs.

hewhosleepsnot

I have always been attracted to contrarian stock purchases when I think a stock is over reacting to bad news. I also read an article similar to this https://www.dimensional.com/hk-en/insights/stock-gains-can-add-up-after-big-declines?utm_source=perplexity recently that discussed purchasing stocks that had extreme drops over short periods and them beating market returns on average. FSLR I think is over reacting to two pieces of news (first tariffs and then tax bill). I think as things settle the business itself will do just fine which should eventually be reflected in the stock price.

hewhosleepsnot

Yes. They would still be profitable without subsidies and I think the power needs of the country with increasing “AI” technologies and adoption will generate need for solar(and other) energy. Do you have any particular reason to be bearish on FSLR besides the subsidy sunset?

ViolentOnion

I'm not sure you've learned much from your previous experience, if you're selling, puts on FSLR. Is that really a stock that you would want to own?

lil_durks_switch

FSLR premiums are juicy, haven't looked into the company at all... any thoughts on it?

Steel_BEAR69

Despite this administration, FSLR long

Euphoric-Magazine300

FSLR is a great play. The only solar play that makes money and will rip higher once the subsidies are reinstated.

Detail4

Yeah FSLR will fare better because it’s mostly large commercial. Anything left that relies on residential like ENPH, SEDG, RUN will drop more.

Infinite-Truth-6381

I’d say Nvidia is at a fair valuation right now considering the massive AI growth cycle we’re in. Looking at charts, revenue, free cash flow, cash to debt, eps, return on capital, etc is all up and to the right AND accelerating. I don’t know if you’ve been living under a rock, but the reason FSLR is getting sold off is because solar tax credits are likely to be gone soon after cuts. Everything solar is in the can right now. If your portfolio isn’t going up right now, you’re in bad names. That’s about it. As long as Trump is in office, there will always be uncertainty. The best thing you can do is buy and hold companies you like with a strong probability for growth. Market multiples don’t really matter if you’re planning on being in a name more than 3 years.

InquisitorCOC

If Trump's OBBB passes, all solar incentives go away This is not necessarily a bad thing for $FSLR in the long run because it will weed out quite a few competition At least in sunny places (CA, FL, TX), utility solar + battery combo is already cheaper than NG **without subsidies**. But I would not jump into $FSLR now because the uncertainty and volatility are just too great

Euphoric-Magazine300

FSLR gonna absolutely rip when the senate gives back those subsidies.

IntelligentMaize899

CEG, SMR, BE, GEV, FSLR are the energy producing companies i eneded up with. Some are doing better than others.

mikeblas

Thanks for the details! I'm doing about the same: about 8 CSPs each week, with deltas right around 0.20 (specifically, between 0.175 and 0.225 usually). I think FSLR isn't going to rebound anytime soon. The legislation is a stiff headwind, and the company has revised their earnings estimate down. Unfortunately, I was blind-sided by the tax bill because I didn't know that it contained a rollback of the solar subsidies. It seems pretty certain that this company is in that "dud" category, at least compared to my 165 put.

kevinllane

I purchased shares after yesterday's FSLR crash at an average price of 136, and I made the right choice as well

Euphoric-Magazine300

Surprised FSLR reacted as poorly as it did.

PutinBoomedMe

Solar isn't going away. Christ people. I had no exposure in solar until today. I bought some FSLR

gocrazy_gostupid_

Forsure. I seem somebody grabbed 4.9m in FSLR puts yesterday that expired this Friday. That was definetly insider trading

ElectricalGene6146

You are just proving that you don’t understand what FSLR does and where the credits come from. FSLR is basically untouched. Do some basic research before spouting that nonsense.

9tacos

FSLR takeout (kill!)

AntoniaFauci

A solo Redditor who admits they don’t even know what FSLR is and plucked a fake number from air may not be your best source.

wumr125

Fslr was propped up by Biden tariffs Otherwise its simply not competitive with chinese pannels Now if you can predict if Donald will keep or increase those tariffs because he loves taxes or if he'll remove/lower because Biden put them in first then you could predict the up or down direction of FSLR Personally I can't tell

Own_Egg

What insulates FSLR from the tax change (relative to other solar stocks)?

callsonreddit

FSLR may be good long..

aluminumqueso

Also looking at FSLR

acadia11

You were on point with FSLR

ElectricalGene6146

FSLR is a huge buy here. Market is dumb

str8rippinfartz

Yesterday there were a lot of suspiciously large weekly put plays made on FSLR that went 10x this AM Like someone buying over $2m of 6/20 puts at once

Peanutbutterpondue

I thought ENPH was residential-heavy, while FSLR was utility-heavy. AntoniaFauci’s comment made me wonder if my knowledge is outdated, as I don’t actively follow the solar industry.

Right-Bug3739

FSLR is a utility heavy company. BTW, these changes affect residential and commercial companies.

AntoniaFauci

You may have it backwards. ENPH is used in commercial and residential. It’s basically the Microsoft of solar systems. FSLR more the residential play. I prefer it right now on valuation and their very deep order backlog. It was $195 a couple weeks ago after giving current updates. Both companies are profitable and growing. People here saying “is bankruptcy on the table?” are not understanding that share price is a different metric.

lucasawilliams

FSLR dropping 20% on news of US ending residential tax credits in 2028 when they don’t sell to residents is proof that the efficient market hypothesis is bs

lucasawilliams

This isn’t a penny stock but FSLR dropping 20% on t her tax if residential tax credits is the dumbest thing, they don’t sell to residents

AntoniaFauci

Just did heavy orders on ENPH and FSLR. The read on the budget bill seems off. The revised version is not really worse today than it was yesterday. And the overselling doomslinging about credits is way overblown. Solar is free electricity. Electricity costs never go down and in fact they’re ramping up sharply. The belief that solar isn’t viable without credits is myth. The only thing it changes is the capital payback period. Would you say no to free electricity for life if it takes 8 years instead of 4?

Senior_Sandwich_4922

FSLR getting bodied

Cantthinkofacoolnam

FSLR 😳 😨

elbalti77

I have in my watchlist a FSLR 150p that I added yesterday. .50c to 18.000 I hate my life fuck

PeterBucci

Never bet on rooftop solar in the US. Utility is where it's at: FSLR or NXT.

socrates4eva

Why is FSLR drilling? It seems like all the clean energy stocks are red

xCAPTSTONERB91x

FSLR?

CuckedbyPowell

BREAKING: Israeli missile has hit FSLR

Elusive-Lucifer

Sold half my FSLR position for a small loss. Feel like a weight has been lifted off my chest, gonna check on it in 5 years time lol

Top-Fig845

Thank fuck I sold FSLR just before market close. I didn't even know about the news at the time

CuckedbyPowell

Holy fuck FSLR getting shanked

PeterBucci

>It’s just question of which companies to invest FSLR

summerling

FSLR will be fine. They've already set guidance (and been hammered) with the expectation of this coming infrastructure stimulus erasure.

Mother-Chipmunk2778

I think FSLR is the one I saw the most

Isorry123

ENPH FSLR FLNC EOSE NEE PLUG RUN SEDG All spiked. Gotta be something brewing 

Cantthinkofacoolnam

Only ONE green stock in the market right now It’s the king. FSLR ☀️🚀🚀🚀

Cantthinkofacoolnam

Can’t wait to wake up to FSLR 200. Today was only the beginning . ☀️ 🚀 “Solar power is so obviously the future for anyone who can do elementary math” Elon Musk !Banbet

muttur

Where’s the asshole who found all those big buys yesterday on FSLR calls and convinced us all to tail the play? You owe me some money.

ReferenceFunny7142

yesterday you said FSLR as a joke $300 in 4D. I said screw it and bought some calls. Why do you think this is a big week ?

Cantthinkofacoolnam

Solar this is our week. Remember this. FSLR 🚀🚀🚀🚀 ☀️

Cantthinkofacoolnam

!BANBET FSLR 300 4d

Cantthinkofacoolnam

!Banbet FSLR 200 1w

muttur

What’s your source or thesis? There’s def a lot of vol of FSLR calls this week.

Cantthinkofacoolnam

Solar. Elon is big on Solar. FSLR calls got loaded.

Cantthinkofacoolnam

!banbet FSLR 300 4d

Cantthinkofacoolnam

HD puts FSLR calls

Cantthinkofacoolnam

BanBet FSLR 1000 5d

Cantthinkofacoolnam

BanBet FSLR 500 5d

Cantthinkofacoolnam

FSLR 500 this week.

Cantthinkofacoolnam

BanBet FSLR 300 6d https://preview.redd.it/c2amnrt0xl5f1.jpeg?width=720&format=pjpg&auto=webp&s=828999a94bd9b3f0cb46291dddb25c8ce53e8780

Cantthinkofacoolnam

!BanBet FSLR 180 6d

Cantthinkofacoolnam

FSLR SOLAR ☀️ ITS TIME https://preview.redd.it/4j9k82ut3l5f1.jpeg?width=720&format=pjpg&auto=webp&s=12b4be8e1a32a4940c09ae44670584703a1de3d3

Cantthinkofacoolnam

!Bannet FSLR 500 1d

presque-veux

Well I've been investing in ENPH but they've been losing money - hence where I was asking where that guy above got 'good solar news' Bitch of it is I had FSLR and sold it at 100 a couple years ago. Total rookie move

CMUchips

FSLR

naipahm

FSLR has been on a strong trend lately, the fundamentals are good, and there's quite a bit of good solar news, so I'm going to take a light position tomorrow to look at it

KenKneeHee

I was sweeping the FSLR calls yesterday as well, and it looks like the market is pretty confident in its aftermath. Which stall call are you bullish on?

minutestomidnight

FSLR calls?

rocier

Then buy something that makes money like FSLR. This company has been absolutely dumping money

minutestomidnight

>**14 product exclusions** related to **solar manufacturing equipment** granted in **September 2024**. FSLR calls?

Such_Region2724

cooked. 🥭 hates solar and wind and loves coal and nuclear unfortunately. if they keep dipping I might by some FSLR though

Sanpaku

Watchlist time. They will retest their 52 week lows, and then some. In the solar EV space, I'm watching First Solar (FSLR) who make cells through panels, and Shoals Tech (SHLS) in the electrical balance of systems space. Both will be survivors, but things will get pretty dark before they get better. In the wind space, I'm still holding Vestas Wind (VWDRY), as its not that levered to the US market, and they have the best product in the offshore wind space. I'm watching Cadeler A/S (CDLR) who own/operate jack-up crane vessels serving the same market and have some built in growth this year thanks to fleet expansion. CDLR under 17 would be nice, under 15 a gift. In the storage system space, I'm watching Fluence (FLNC). Really tight margins, which means they operate near break-even, competes with Tesla, will benefit if trade talks with China break down, as unlike Tesla they can produce 100% US domestic BESS. Wouldn't buy any above their current 52 wk lows. But might consider them if on sale.

dimethylhyperspace

FSLR puts have to be free money tomorrow, right?

dweeegs

No, no they don’t lol. Bottom fishing for companies that have to issue ongoing concerns letters is a recipe for disaster and ‘it went down a lot so it must go up’ will get you crushed. NXT and FSLR are both well up since I posted that and those are still the ones to stick with. The tax bill still has credits for utilities. But removing credits for residential is going to crush installers

Elusive-Lucifer

I'm guessing FSLR isn't down as much as the others since it's going to be fucked the least?

Fluxtration

FSLR is having a helluva month

Elusive-Lucifer

RIP ENPH but the V on FSLR?? WTF is going on??

AlfrescoDog

!banbet FSLR -2.00% 6h

the_macagameianut

Oh, they’ll be back on the next -.25% open. I was pretty bearish until the China delay, but price action don’t lie even I think it’s running on copium. Anyone shorting more than an individual plummeting stock like FSLR today right now is getting chewed up. Bet JPM got destroyed going short this weekend based on how pissed off Dimon was about how traders are ignoring the credit and debt problem. Today felt oddly personal. I’ve been there too, JD. We’ve all gotten wrecked by 🥭 nomics.

utitses

i always think FSLR is pronounced like F-slur

Rand-Seagull96734

I went to cash on April 8 and am more than half back into VTI, plus grabbed NVDA, JPM, TSM, ARM, SHOP, FSLR, ENPH, and COIN while they were down. Have significantly improved my cost basis and back to business as usual: DCA. Still have dry powder if shit hits the fan again.

BrobaFett_1

Good points! I agree with you that the future of solar seems bright 🌞 Short term I didn't expect such a quick run up. It's up 50% since I made a comment about FSLR like 2 weeks ago. I thought I saw that residential solar tax credits might cut? But that doesn't do anything to utility scale...https://seia.org/blog/the-solar-surge-in-trump-country-in-4-charts/ I feel late to the party now though. Might put it at the top of my watchlist and try to get into FSLR and NXT later. Should've just kept holding them!

AntoniaFauci

Well, if you do have faith in solar stocks, ENPH is at something like a 5 year low, maybe worse. In essence, if we consider its life as a functional, profitable company, this is a deep all time low. Personally I had been shifting some of a sizeable ENPH position into FSLR this year. But I still have faith that solar is a far better business than the current stock market realizes. It’s free electricity from the sky. That’s better than spinning straw into gold, because with that you still have to buy the straw. Sunlight is free and (currently) not being tariffed. Not only that, electricity is everyone’s most expensive and inflationary bill. Anything you can do to decrease or eliminate your most annoying utility *should* be a no brainer. And it is a no brainer in the rest of the world. Commercial or residential builds in Europe and other places, solar is top of mind. And if that’s not enough, consider our broken grid and one very broken political party that will never agree to repair let alone replace it. That means we need very localized generation that doesn’t have as much grid dependency. That means solar. The American downtalk of solar is interest rates. But that’s a canard. If you could buy a machine that turns straw into gold, would you take a loan for it? I certainly would. And I wouldn’t fuss about whether the rate is 3% or 5%. I’d laugh that it’s only 5%.

BrobaFett_1

Wow the solar stocks are really popping off! I wish I got those FSLR shares like I was talking about a couple weeks ago. Too bad.