Robinhood, Nebius, Cipher Mining, Amprius, Bloom Energy, Ondas, TE and AST SpaceMobile are down hard on macro fear over the Iran war, not fundamentals, while their businesses have never been stronger. High-beta names were sold hardest, from Amprius down 20% to TE down 64% from their highs. When the war ends and fear fades, they should snap back fast rather than drift. The window between fear and recovery is where generational returns are made. x.com 

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.com 

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.com 

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.com 

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.com 

T1 Energy looks unattractive because its management can't be trusted. Against a claim that it is a safe risk that will boom like SanDisk, it more likely won't. x.com  x.com 

LONGi's depressed valuation shows the market confusing short-term circumstances with structural trends, as falling battery and solar costs shift future transport toward EVs and renewables. Valero and LONGi sit at opposite ends of who will power future transport, and each one's present circumstances run opposite to its likely structural path. The market puts too much weight on the news, as Valero's swings from $120 in 2018 to $40 in 2020 and $422 now show. x.com  x.com 

Uranium and nuclear stocks look to have bottomed as AI drives record demand for nuclear power and carbon goals. Google signed a major power deal with Constellation Energy, adding 890 MW of nuclear capacity in PJM, and France expects EU approval to subsidize six new reactors totaling about 10 GW. The IEA sees global electricity use rising about 5,400 TWh by 2030, and Goldman Sachs estimates a 2.3 billion-pound uranium deficit through 2045. Fall seasonality and a double bottom add support. x.com  … Show more

T1 Energy's problems are now self-inflicted: a costly buyout is burning cash the company desperately needs, and the market is done handing out free capital. Management assumed it could keep raising money and spend endlessly. The small speculative bet has gone wrong; no more buying for now, and if the thesis proves wrong it gets replaced with something better. x.com  x.com  x.com 

The Iran war could be a huge catalyst for US energy stocks as energy independence becomes a necessity rather than a luxury. Nuclear names Constellation Energy, Vistra, Centrus and Cameco combine energy security with massive AI power demand, while natural-gas names Cheniere, EQT and Antero gain from LNG demand and tighter global supply. x.com