Solar Sector Seems Unfairly Oversold IMO.

I’ve been talking about this for over a month now, but I think solar names are really at a very interesting inflection point imo. Solar power generated more U.S. electricity than coal for the first time ever in May 2026, supplying 12.8% or a record 45.5 TWh versus coal’s 12.2%. Solar became the third largest U.S. electricity source behind natural gas and nuclear, grew 17% YoY, and solar plus storage accounted for 91% of new power capacity added in Q1. I personally like $SHLS and $TE, but I think names like $FSLR, $NXT and $ARRY are also good exposures imo.