Heisenberg
Stock Chartist, Long/Short Ideas
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 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
First Solar is one of ten stocks featured in a thread. 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
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
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 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
First Solar is setting up for a run toward its dot-com highs. It beat EPS estimates by 35%, drew institutional volume, reclaimed all key moving averages and is now building the right side of a multi-year cup pattern. 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
Battery and solar stocks like T1 Energy, FuelCell Energy, Fluence, Ford, Nextracker and First Solar are a short-term trade on unusual technical strength and large call option flows. The cause is unclear; the guess is that investors expect an energy shift away from oil and gas after the Iran war, with solar and batteries the most viable options and nuclear seen as a costly 2030s dream. Per Chris Wright's interview, the Trump administration is unblocking nuclear rules, so nuclear is tradable too. … Show more
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
