FSLR - First Solar, Inc. 0 WATCHERS

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

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 …

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 …

FSLR and AMAT recently

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 …

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 …

Alot of them.. NVDA, AMD, MU, FSLR, KD, NBIS, MELI, SE and many more

If it sparks some ideas, heres my portfolio Holdings 45 35% BRK.B 30% TFX (Custom tech foundations pie) +521% > 5Y 20% AVGO 12% NVDA 10% EQIX 9% GOOGL 9% AMZN 8% PLTR 6% ANET 6% CRWD 6% PANW 5% IBM 15% CEF (Costom Clean energy foundations pie) 350% > …

my portfolio Holdings 45 35% BRK.B 30% TFX (Custom tech foundations ETF) +521% > 5Y 20% AVGO 12% NVDA 10% EQIX 9% GOOGL 9% AMZN 8% PLTR 6% ANET 6% CRWD 6% PANW 5% IBM 15% CEF (Costom Clean energy foundations ETF) 350% > 5Y 21% PWR 18% NEE 13% …

TOST, FSLR, TER

I quickly went through the list and LNC, OPRA and FSLR all pass my first filter (nice PEG + meaningful business behind it). Never researched them before, but will look into it some more. Thanks OP!

Thoughts on my stock picks? Hi all, I’ve been picking stocks for about 5 years now mainly as a hobby since I mostly index invest(even though the below feels like an index lol) so my research isn’t super thorough on each pick. Hoping some of them will be a refreshing …

Palo is better than adbe any day. Baba is better than MELI. You got ZERO hedge against a tech correction. Perhaps PFF? FSLR is a dud while DJT is president. Go nuclear instead. And ALWAYS 2-3% gold. Set and forget.

90% of FSLR’s earnings are a consequence of tax credits which will be expiring soon. True earnings excluding the tax benefit are barely above breakeven. Frankly the only reason they aren’t bankrupt is domestic content requirements for accessing certain government stimulus programs for domestic solar projects, which will also soon …

* AMZN - Your best stock. Although there are concerns about AWS growth rates and Amazon ads getting a bit greedy. * GOOG - I'm contrarian bearish. For all the fancy AI talk...at the end of the day they are mostly an online adverting company. Online ad spending growth has …

Yeah, usually at one time only 1/3 of the S&P 500 is undervalued and it’s hard to find them because it’s not easy to go through that many stocks. But I can give you a few of them which are currently extremely cheap and are probably just no brainer buys: …

The Grid Is the Weakest Link in the Tech Boom Nobody Wants to Talk About If the grid were a highway, we would still be driving on two lanes built in the 70s while trying to fit semi trucks, sports cars, buses, and 10x traffic into the same space. That …

The US Grid Was Built for a 1970s World… Not a 2025 AI Supercycle The longer you look at the numbers, the more obvious it gets: the US grid was built for a country that no longer exists. The backbone of the system dates back to the 1960s and 1970s. …

Price Flat, Story Up - Why NXXT’s Drift Around 1.10 Is Interesting NXXT’s chart over the last few sessions does not look explosive. It looks stubborn. Dips keep getting bought, spikes get sold, and the stock keeps returning to roughly the same level. Meanwhile, the underlying story is getting better, …

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% …

CVX, FSLR, XOM, KMI

MAXN FSLR

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 …

What are everyone’s thoughts on energy and energy infrastructure stocks for the next 5 years? I came up with the list below but wanted to get thoughts on the below and others (also if the below are not worth it) Nuclear & Clean Baseload Energy (Direct AI Power Plays) • …

The Distributed Power Stack: Microgrids, Storage, and the Quiet Picks Behind AI Data centers are multiplying. Power demand is spiking. Classic utilities and heavy grid contractors get most of the airtime, but there is a second lane that sits closer to the bottlenecks: distributed power at the site level. Think …