Chipstocktrader

Solar Cycles and Stocks: The Sun Also Rises

I especially liked what YGE announced today, that they are going to do an installation in Beijing. Maybe they'll become the fully-integrated Sunpower of China, instead of just a supplier - this is what always stood out for them before. Someone mentioned owning American solars ahead of the ITC vote. I agree: AKNS, SATC, ENER, ESLR, FSLR; and I would include STP because of their headquarters in San Francisco, and don't forget AMAT.

Solar Symbiosis: Making a Clean Break

"What is John doing with AKNS on this sell off? I am long 800 shares and devastated!"

Happily buying more in the $5s.