TAN — every tracked call

TAN

7 tracked calls · 6 long · 1 short · last 90d: 3L/0S

first called by Dwarkesh Podcast 11mo ago

TANTANLONG1w ago

“Residential solar assets are really one of the only ways to protect yourself from what's going to happen during the time of 10:00 a.m. to 6:00 p.m. once gas gets really tight in the electricity market”

Invest Like the Best

Homeowners will install residential solar exponentially to escape skyrocketing grid power prices triggered by the depletion of America's 4 TCF gas storage.

TANTANLONG@ $53.16

$49.82-6.28%

since call Jul 21

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TANTANLONG2mo ago

“standalone solar is becoming the exception … the economics now favor pairing almost everywhere”

Climate Drift

Solar-plus-storage hybrids now dominate and standalone solar is the exception; battery pairing wins

TANTANLONG@ $75.16

$49.82-33.71%

since call Jun 1

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TANTANLONG2mo ago

“US solar output rose 28% in 2025 and is projected to rise another 16% this year and 20% in 2027. By then, it'll make up 11.3% of total electricity.”

Apricitas Economics

US solar generation is breaking records yearly despite hostile policy, set to hit 11.3% of power by 2027

TANTANLONG@ $59.87

$49.82-16.78%

since call May 3

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TANTANLONG4mo ago

“China led the way— was a massive explosion in solar. So China produced more solar last year than all of the rest of the world's entire existing solar stock…”

Forward Guidance · Raoul Pal

China solar is going hyper-vertical as energy becomes the constraint for AI

TANTANLONG@ $55.93

$49.82-10.93%

since call Mar 25

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TANTANLONG4mo ago

“Solar is exploding. Actual installations have been 3x higher than every five-year forecast.”

Climate Drift

Solar is being installed far faster than anyone predicts, led by China, so the whole solar industry is structurally underestimated.

TANTANLONG@ $58.89

$49.82-15.39%

since call Mar 18

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TANTANSHORT4mo ago

“the cost of a PPA, a power purchase agreement for solar, is well off the lows. What kind of lows happened around 2020? And it's the cost again of delivered…”

Invest Like the Best

Solar PPA prices are 50%+ off 2020 lows as land, labor, capital costs swamp falling panel prices

TANTANSHORT@ $53.20

$49.82+6.36%

since call Mar 4

peak +12.6%

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TANTANLONG11mo ago

“The learning rate for natural gas is nowhere near as steep as solar, which just tells you that it's easy to make solar panels, much easier to make solar…”

Dwarkesh Podcast

Solar costs fall 43% per doubling of production, accelerating; it will power most new AI data centers

TANTANLONG@ $40.69

$49.82+22.46%

since call Aug 15

peak +42.7%

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