A leading manufacturer of solar panels globally.
A bit quite in here
Sold mine a while back, they did well but I wish I’d held now
It’s been an interesting ride with the FSLR. Biden’s tariffs and AI have given a boost. Just published my in-depth research report analyzing the effects AI and tariffs have to the value of the company. You can find it here: Solar Equity Intelligence
Do you guys think the AI hype has already been priced in to the stock?
The recent 50% price increase was due to the AI craze. I don’t think it will go up more and in my view there’s a risk it might retract considerably.
The company didn’t perform too well in 2023 and the investment from the US govement turned its tide at the start of the year when the price went from $150 to $200. The AI craze shoot the SP to $280. The time to go in was when the US goverment announced the grants/subsidies.
Maybe 2024 price curve shape is similar to 2023 and it becomes a good investment again in 2025!