Mark Widmar

CEO, Exelon
· tracked since May 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
FSLR long +24.1%
Worst Calls
No live losers yet
Most Mentioned
FSLR ×1
Recent Calls
FSLR long 1 month ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d
Average Return +24.1% Long Return +24.1% Short Return -
Average Return
7d +5.9%
30d +45.9%
90d
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Result
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Thesis
Theme
Source
Long
May 01
$207.71
+24.1%
First Solar benefits from AI power demand.
First Solar is well-positioned to benefit from surging power demand driven by AI and hyperscaler data centers, as demonstrated by Google's $4.5B acquisition of Intersect Energy—a partner exclusive to First Solar's technology—building an 8 GW solar complex in West Texas. The company's growing US manufacturing capacity, $5B investment, domestic supply chain, and the deflationary nature of solar (lowest cost energy even without subsidies) provide a competitive edge and long-term demand visibility.
Energy
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Mark Widmar has 1 trade idea tracked on Buzzberg across 1 ticker since May 2026. Most covered: FSLR.