FSLR
3 tracked calls · 3 long · 0 short · last 90d: 1L/0S
first called by Dwarkesh Podcast 11mo ago
LONG1w ago
“if the tariff situation went the way the company wants... I think there's $100 upside on it. There's a lot of leverage. Every penny ASP is $2 in earnings about... if everything came out right that it ”The Real Eisman Playbook · Steve Eisman
Strict new tariffs on Chinese solar panels will unfreeze First Solar's order book and rocket earnings to $18 per share, unlocking $100 of upside.
FSLRLONG@ $210.87
$208.84-0.96%
since call Jul 20
peak +4.8%
LONG5mo ago
“We are going to make solar. Okay. Yeah, great. Both SpaceX and Tesla are, are building towards 100 gigawatts a year of, of, uh, solar cell production.”Dwarkesh Podcast
US solar reshoring plus a tariff wall lifts the one domestic maker immune to the silicon price war.
FSLRLONG@ $238.69
$208.84-12.51%
since call Feb 5
LONG11mo ago
“The idea that the United States cannot compete against that with mostly or fully automated solar panel manufacturing in the United States, which has cheaper…”Dwarkesh Podcast
US can stand up automated domestic solar manufacturing in ~2 years; not far behind China and far cheaper
FSLRLONG@ $197.53
$208.84+5.73%
since call Aug 15
peak +14.0%