Proving once again the Street's actual expectations for solar companies are often far worse than analyst forecasts, Trina Solar (TSL +5.2%) is now rallying after badly missing Q2 estimates, cutting its shipment guidance, and reporting a major increase in inventory. A Q2 gross margin of 8.4%, down from 17% in the year-ago period but up from Q1's 5.8% could be encouraging bulls. Solar peers are also rallying (TAN +2.6%). Some big winners: FSLR +9.1%. YGE +5.1%. SOL +6.9%. JKS +4%.