FS FSLR First Solar, Inc. Loading... : Bullish and Bearish Analyst Opinions

Author reports recent swing trading activity in solar names citing unusual call option flows and a thematic "energy structure change" thesis post-Iran war; no confirmed current position stated.

First Solar benefits from AI power demand.

First Solar is insanely cheap with growth.

The author anticipates a market rally for healthcare and clean energy stocks following a Democratic sweep.

"In the short term this leads to increased revenues and higher electricity prices... Europe needs more renewable power to reduce cost and emissions and also increase energy security." High fossil fuel prices act as a dual catalyst for renewable energy. In the short term, renewable generators capture higher wholesale power prices. In the long term, the geopolitical necessity for energy independence accelerates government mandates and capital deployment into solar, wind, and battery infrastructure. LONG. Supply chain bottlenecks, inflation increasing component costs, or grid connection delays slowing down project pipelines.

The author is long solar (FSLR) based on a political catalyst ("blue wave").

The author proposes a pairs trade, going long First Solar, likely as a play on clean energy policies favored by Democrats, contingent on election probabilities.

"The cheapest electricity in the history of the world is solar energy... The only things come down in price faster than solar is utility scale batteries doubling every single [year]." + "Correct answer is 93% [of new generation was renewable] because it is taking over the electricity generation industry." The economic superiority of solar and storage is driving a near-total capture of new capacity additions (93%). This creates a structural tailwind for solar manufacturers (FSLR, TAN) and the battery supply chain (LIT, TSLA), independent of subsidies, simply due to cost competitiveness. LONG solar and battery storage assets as they capture the vast majority of global energy capex. Protectionist tariffs increasing component costs; grid interconnection delays.

"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.

"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.

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.