TAN Invesco Solar ETF Loading... : Bullish and Bearish Analyst Opinions
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09:55
Sep 03
Sep 03
The author highlights that solar has 'won the technological race' with stupendous cost declines, noting that even nuclear-friendly China is building solar far faster than nuclear because intermittency
The author highlights that solar has 'won the technological race' with stupendous cost declines, noting that even nuclear-friendly China is building solar far faster than nuclear because intermittency issues have been solved by cheap batteries.
Risk: Geopolitical tariffs on Chinese solar components or changes in renewable subsidies could impact global solar deployment rates.
09:30
Aug 29
Aug 29
The community highlighted that solar has reached initial-cost parity with fossil fuels for equivalent annual electricity generation. Lower upfront capex removes a major barrier, improving solar project financing attractiveness and long-term demand. This is a structural tailwind for the solar sector, but the single-comment thread lacks a specific entry or stock catalyst. No individual solar company was discussed; intermittency, grid constraints, policy shifts, and fossil-fuel incumbency could offset the advantage.
LOW
23:30
Aug 22
Aug 22
US tariffs on China boost Korean solar.
Solar is the fastest energy source to deploy for AI data centers. Korean solar value chain companies are benefiting from US tariffs and regulations blocking Chinese polysilicon. With the US lacking domestic polysilicon production, Korean firms are gaining attention, their earnings have bottomed out, and forward estimates are rising.
HIGH
07:00
Aug 20
Aug 20
Renewables fill the near-term power gap.
Renewable energy, especially solar, is the fastest and simplest capacity to install. The speaker expects renewables to fill the near-term three-year power gap caused by AI/data center demand before nuclear SMR projects come online around 2030-31.
MED
23:08
Aug 19
Aug 19
Residential solar was financing-driven, rate-sensitive
Residential solar stocks were really a financing story: when long-term interest rates stayed elevated, customers could not afford systems without borrowing, so the group and names like Enphase got crushed.
HIGH
16:15
Aug 17
Aug 17
Long solar as progressive political proxy
Suggests going long the solar ETF as a proxy trade for a potential progressive political victory.
MED
06:04
Aug 17
Aug 17
Regulatory scrutiny poses risks for Chinese robotics.
Chinese energy storage and humanoid robot companies face mid-term pain due to strong regulatory scrutiny and geopolitical complexities, such as US FCC restrictions related to data security.
MED
08:45
Aug 16
Aug 16
Solar/polysilicon preferred over nuclear now.
Solar and polysilicon are more attractive than nuclear now because China has restricted loss-making polysilicon exports, the US is strengthening barriers against Chinese supply, and conference-call long-term supply agreements are based on data that makes analysts project a sharp profit jump for related companies. Power shortages and faster installation timelines than nuclear add visibility, though he is not yet aggressively adding.
MED
00:46
Aug 15
Aug 15
Solar buildout driven by data centers
Data center power demand is forcing massive solar buildouts. Solar panel costs fall 48% every 18 months and the main bottleneck is installation labor, which AI-enabled robotics can solve, making utility-scale solar a massive and increasingly cheap energy source.
HIGH
11:00
Aug 14
Aug 14
US tariffs favor Korean solar makers.
The US is using 100% tariffs and price floors to block low-cost Chinese solar panels, which makes Korean solar makers relatively more competitive. Musk's plan for a space data center next year adds solar and space value-chain demand.
MED
09:46
Aug 09
Aug 09
Watch Korean solar stocks on US momentum.
With U.S. solar stocks like First Solar rallying on government support and the administration announcing mining project packages to counter China's supply chain, Korean solar stocks could attract attention and follow the positive momentum. Worth monitoring as the sector benefits from policy tailwinds.
MED
16:52
Aug 08
Aug 08
U.S. solar stocks are breaking out
U.S. solar stocks are an under-the-radar trade that has done very well and is now becoming recognized. The need for all energy sources—fossil and renewable—has become critical after the Iran war and global demand. A new 15% tariff and price floor on polysilicon derivatives adds support.
MED
12:47
Aug 08
Aug 08
US solar trade becoming recognized.
US solar stocks have been a hidden corner of the market that has performed very well and the trade is now becoming recognized, supported by the need for all energy sources, tariffs, and geopolitical factors.
MED
13:43
Aug 07
Aug 07
Author notes solar theme is under-owned and shaping up nicely.
Author notes solar theme is under-owned and shaping up nicely, but lacks explicit position language or forward call, so it's a watch.
00:51
Aug 06
Aug 06
Energy stock rotation to continue
Korea's energy shortage is structural, and money will continue to rotate among energy-related stocks including nuclear, solar, wind, SOFC, and gas turbines. Even after the recent rebound, the rotational rally is likely to persist.
MED
15:35
Jul 11
Jul 11
Author asks a rhetorical question about timing a solar long based on a quoted milestone.
Author asks a rhetorical question about timing a solar long based on a quoted milestone of solar surpassing coal, but does not state a personal position or forward call.
01:30
Jul 02
Jul 02
Buy Korean power equipment on US China ban.
The FCC is considering restricting Chinese inverter imports over grid security concerns. As the US systematically excludes Chinese components from power equipment and renewable energy supply chains, Korean power equipment and renewable energy companies will gain market share. The recent sell-off in these stocks due to AI noise is a long-term buying opportunity.
HIGH
23:50
Jun 16
Jun 16
Solar power generation has surpassed natural gas in California.
Solar power generation has surpassed natural gas in California, highlighting the growing impact of renewable energy in the largest US solar market.
10:55
Jun 16
Jun 16
US residential solar installations are expected to stall for years as the market hits a wall.
US residential solar installations are expected to stall for years as the market hits a wall according to the reported headline.
00:05
Jun 16
Jun 16
India's solar energy demand is projected to grow at a compound annual rate of 22 percent.
India's solar energy demand is projected to grow at a compound annual rate of 22 percent through the year 2035.
18:13
Jun 15
Jun 15
BloombergNEF predicts US rooftop solar installations will not return to 2023 record levels.
BloombergNEF predicts US rooftop solar installations will not return to 2023 record levels for a decade, signaling a prolonged market slump.
22:11
Jun 14
Jun 14
Solar sector surging despite political headwinds.
US solar energy stocks have surged recently, with new power generation installations exceeding 90% from solar in 1Q. Despite Trump's known dislike for solar, the sector is rising on fundamental necessity, making it a notable trending area to watch.
LOW
21:48
Jun 13
Jun 13
Solar energy surpassed coal in US electricity production for the first time in a full calendar.
Solar energy surpassed coal in US electricity production for the first time in a full calendar month, with solar generation surging 17% year-over-year while coal output declined 11%.
20:40
Jun 10
Jun 10
Solar energy generation surpassed coal in the US power mix for the first time ever in a single.
Solar energy generation surpassed coal in the US power mix for the first time ever in a single month according to the report.
19:09
May 26
May 26
Author discloses an active community long position in TAN (solar ETF).
Author discloses an active community long position in TAN (solar ETF); no specific catalyst provided beyond current positioning disclosure.
MED
18:57
May 21
May 21
Author discloses an active long position in Solar ETF TAN.
Author discloses an active long position in Solar ETF TAN, entered on a down day this week at a precise level, suggesting a tactical dip-buy with conviction on the entry price.
MED
17:20
May 21
May 21
Author mentions the solar ETF favorably alongside SEDG as a category play on energy security.
Author mentions the solar ETF favorably alongside SEDG as a category play on energy security, with a conditional entry suggestion after a pullback.
MED
08:30
May 18
May 18
Korean solar stocks benefit from domestic demand surge
The agricultural solar law (영농형태양광법) unlocks huge domestic demand for Korean solar companies by allowing solar on farmland for up to 30 years, with potential capacity of 400 GW. The government targets annual solar installations of 10 GW+, triple the current 3 GW. Policies favor domestic modules through procurement credits and tax incentives, making this a structural game changer for Korean solar stocks.
HIGH
13:10
Apr 25
Apr 25
The author maintains a significant overweight position in US electrical infrastructure equities.
The author maintains a significant overweight position in US electrical infrastructure equities, signaling a strong forward-looking conviction in the sector's growth potential.
HIGH
13:06
Apr 25
Apr 25
The author reflects on the historical price performance of the solar ETF TAN during 2020.
The author reflects on the historical price performance of the solar ETF TAN during 2020, noting that while the investment thesis was valid, the subsequent price action proved difficult to navigate.
HIGH
About TAN Analyst Coverage
Buzzberg tracks TAN (Invesco Solar ETF) across 24 sources. 20 bullish vs 0 bearish calls from 38 analysts. Sentiment: predominantly bullish (39%). 51 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: Noah Smith, r/stocks community, Lee Young-hoon.