grandriver
First Solar (NASDAQ:FSLR) has been on a wild ride recently. I have followed the stock closely for years and never understood why it remained under the radar, that is, until UBS tied it directly to AI
First Solar: Potential Reward Outweighs Risks
Summary
- First Solar has huge growth coming online through 2026.
- FSLR's technology leads the industry in key areas, and is positioned perfectly for future advances.
- Industry-leading margins, net cash balance sheet, and booked order log provide a firm foundation.
- China and Inflation Reduction Act risks are overdone.
I am an investing hobbyist/enthusiast who enjoys research and tends to do way too much of it. Sometimes this leads to uncovering a compelling investment thesis worth sharing. I received my first 401k working a remote part-time job and had no clue what it was. But I had to optimize it, and next thing you know I was elbow deep in Thomas Piketty's great macro-economic tome "Capital." The reading never stopped, and over time I accumulated enough knowledge that I decided to start sharing what I knew with others. By trade I work in religion, and have two master's degrees from Princeton Seminary. Currently I am in the process of joining the Air Force as a chaplain. I look for value wherever I can find it. Currently Amazon and CVR Partners are by far my largest positions, with significant holdings in energy, gold, alternative asset managers, and bitcoin. Selling options on high-IV stocks enhances my overall portfolio returns.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of FSLR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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