Oliver | MMMT Wealth
Founder of MMMT Wealth, CPA, Technical/Fundamental Analysis
Solar is the cheapest energy source to build right now as its costs keep falling, making First Solar, Array Technologies, Shoals and the solar ETF the solar plays within the energy transition. Elon Musk says solar will eventually supply essentially all the energy humanity harnesses because the giant fusion reactor in the sky is free. x.comÂ
Society's fossil energy consumption should improve even as AI data centers draw more power, which favors solar over energy stocks. AI should considerably shorten project and product timelines and make token consumption more efficient, while solar keeps rising. x.comÂ
First Solar is the only non-impaired Western solar manufacturer, yet the category leader trades at historically low multiples against its own past and relatively low multiples against basically everything else in the market. Buying it at those valuations is a gift; it looks like a dinger. x.comÂ
Solar stocks are trades, not investments, because the industry is a perennial long-term loser despite the continued growth of solar power. As Warren Buffett said of airlines, the urge to invest should be resisted no matter how attractive Enphase, Sunrun, First Solar, SolarEdge, Nextracker, Array Technologies, Canadian Solar or even a broad solar ETF may look. That holds even as @optionscjp notes Enphase is turning toward commercial data center projects. x.comÂ
Solar is becoming a national priority as the Trump administration reportedly plans a polysilicon price floor and tariffs, and solar may finally catch a bid. First Solar is the play here. x.com x.comÂ
First Solar looks overlooked, trading near a 2.5-year low relative to the solar sector it leads while that sector sits near a multi-year high. With oil this elevated, a top-quality solar name like First Solar should catch a bid, and its chart shows a potential mini inverse head-and-shoulders bottom. x.comÂ
First Solar has lost its appeal because of how its bookings have been trending, while power names Vistra and Talen look cheap. x.comÂ
First Solar is one of the best setups for the next 6-12 months: a whale just bought $5M of calls, and the stock is sitting on the two strongest support levels in this trading system. x.comÂ
Solar looks much better after five years as dead money, with sentiment shifting, and many zombie names could make investors a lot of money. SpaceX is looking to build a 10GW solar factory in Austin, and a Democratic split of Congress would add further upside. This is the time to do the homework. x.comÂ
Solar stocks are starting to come back to life, with Enphase, Nextracker, First Solar and SolarEdge in Stage 2 uptrends showing heavy accumulation. They also carry high short interest, and the midterms are approaching. x.comÂ
Solar equities stand to benefit as solar generation accelerates rapidly across Texas's ERCOT grid, becoming one of the state's fastest-growing electricity sources. The largest beneficiaries span the sector: NextPower's utility-scale trackers, First Solar's US-made thin-film modules, T1 Energy's domestic modules, Enphase's microinverters and storage, SolarEdge's inverters, Sunrun's residential solar, and HA Sustainable Infrastructure Capital's clean-energy financing. x.comÂ
