|
Feb 18
|
|
$238.57
$238.57
+0.0%
|
LONG
|
Stani Kulechov
Founder of Aave Labs
|
"The biggest resources for us what we learned is solar power... being able to fund a lot of solar which is capital expensive but operational cost low... tokenize that asset use as a collateral in a V4." Stani explicitly identifies "Abundance Assets"—specifically Solar and Batteries—as the primary target for Aave V4's RWA expansion. He views these as the future of collateral because they require massive upfront capital (which DeFi can provide) but have low maintenance costs. If Aave integrates these assets, it creates a new, massive liquidity tap for the solar industry. LONG (Second-order effect of DeFi RWA adoption). Regulatory hurdles in tokenizing real-world energy assets; technical failure of the RWA "spokes" in Aave V4. |
Unchained (Chopping Block)
Why Aave Labs Is Putting Itself at the Mercy ...
|
|
Feb 17
|
|
$226.05
$238.57
+5.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - FSLR
First Solar (FSLR) Reports Next Week: Wall St...
|
|
Feb 17
|
|
$226.05
$238.57
+5.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - FSLR
What's Driving the Market Sentiment Around Fi...
|
|
Feb 16
|
|
$225.65
$238.57
+5.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - FSLR
2 Cash-Producing Stocks to Consider Right Now...
|
|
Feb 14
|
|
$225.65
$238.57
+5.7%
|
SHORT
|
Finnhub News
|
This headline questions whether recent negative developments, such as a legal probe and guidance concerns, will undermine the previously positive investment outlook for First Solar. |
Finnhub - FSLR
Does Legal Probe and Guidance Concerns Change...
|
|
Feb 14
|
|
$225.65
$238.57
+5.7%
|
NEUTRAL
|
Finnhub News
|
This headline prompts investors to re-evaluate First Solar's position in light of recent news affecting the broader solar industry. |
Finnhub - FSLR
Is It Time To Revisit First Solar (FSLR) Afte...
|
|
Feb 13
|
|
$225.65
$238.57
+5.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - FSLR
What Drives First Solar's Long-Term Solar Mod...
|
|
Feb 12
|
|
$220.45
$238.57
+8.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - FSLR
First Solar (FSLR) Falls More Steeply Than Br...
|
|
Feb 12
|
|
$220.45
$238.57
+8.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - FSLR
First Solar Inc (NASDAQ:FSLR) Presents a Comp...
|
|
Feb 12
|
|
$220.45
$238.57
+8.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - FSLR
2 Industrials Stocks with Solid Fundamentals ...
|
|
Feb 11
|
|
$227.74
$238.57
+4.8%
|
SHORT
|
Donald Trump
President of the United States
|
"Solar and wind totally collapsed... We're not going to do any hopefully for four years in this country. They're losers... You're supposed to make money with energy, not lose money." The administration is actively hostile toward renewable energy. The statement "not going to do any" implies a freeze on permits, removal of subsidies (ITC/PTC), and a regulatory environment designed to bankrupt the sector. Without federal credits, the unit economics of wind and solar in the US will deteriorate rapidly. SHORT US-centric renewable energy stocks and ETFs. State-level mandates (California/New York) continuing to support the sector despite federal hostility. |
CNBC
President Trump participates in an event on c...
|
|
Feb 11
|
|
$227.74
$238.57
+4.8%
|
LONG
|
George Hershman
CEO, SOLV Energy
|
Host notes these assets are near highs; Hershman confirms "Solar is booming... it is the fastest growth energy issue" and "Tailwinds in this market because of load demand." The market fears regarding political headwinds are overstated because the economic case (lowest cost) and speed (fastest to market) make utility-scale solar essential for powering the re-industrialization of the US (AI, manufacturing). This sustains the bull run for the broader sector. Long the sector leaders and ETF. Higher interest rates increasing project financing costs. |
CNBC
SOLV Energy CEO on IPO debut: We're the large...
|