Canadian Solar's pullback is an opportunity: management is aggressively targeting the US market, where it brings utility-scale solar experience, and its Australian solar and storage business is strongly government-supported. It belongs in the same tier as T1 Energy, Tigo Energy, Nextracker and Array Technologies. x.com 

Canadian Solar may be one of the market's most overlooked AI infrastructure plays, because it is building the energy and storage backbone AI data centers badly need while investors chase chipmakers. x.com 

Canadian Solar's debt is a major turnoff and its enterprise value limits the upside multiple, even if its battery storage deployments rival Fluence's. Battery deployment is lumpy, its supply chain is hard to assess, and a post the author replies to argues most of the debt is non-recourse project finance backed by long-term PPAs. x.com  x.com 

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.com 

Enphase, SolarEdge and Fluence are being sold while their order books grow. Power consumption is expected to rise 65% in a year, yet these energy stocks fell 10% or more in a day; the market just does not see the demand yet. x.com 

Canadian Solar's US business will keep carrying a conglomerate discount until it is fully ring-fenced or spun off. Forming CS PowerTech to retake control of US operations is a legal restructuring, not a clean capital separation, so while the US arm sits under the parent, top-level capital allocation risk drags down the whole valuation. A 90% holdco discount would be an extreme edge case. x.com  x.com 

T1 Energy's Q2 results answered a short report that had questioned its Q1 cell sourcing. Revenue of $250M beat estimates by $47M, adjusted EBITDA turned positive, and G1 Dallas production was guided to the high end of 3.1-4.2 GW. Clearway signed a 641 MW offtake using domestic cells from the G2 Austin plant that starts up in Q1 2027, and Section 232 polysilicon tariffs take effect in December. It remains the most speculative name on the list, 63% off its high. x.com 

T1 Energy is undervalued as an essential power provider for the AI boom, with an aggressive 18-month target of $18 against an average analyst target of $9.00-10.25. As hyperscalers hit a power bottleneck, its pivot to US solar manufacturing, battery storage via the KORE Power acquisition and possible data center repurposing make it a high-conviction growth play. The target assumes successful G2 Austin execution, positive EBITDA in 2027 and a lasting premium for US AI-adjacent energy names. x.com  … Show more

Canadian Solar is far more expensive than its market cap suggests: $7.8 billion of debt and $1.4 billion of minority interest bring its enterprise value to $8.7 billion. x.com 

T1 Energy should benefit massively from tariffs as one of the only US-owned polysilicon-to-panel solar chains inside the tariff wall. Solar cell tariffs start December 4, and its Texas cell fab turns on a quarter later, using American polysilicon from Hemlock. Q2 revenue hit a record $250 million, up 41% sequentially, though positive EBITDA leaned on a $24 million one-time tariff refund. Closing the G2 financing, still only targeted for a fourth straight quarter, is the key catalyst. x.com  x.com  … Show more