First Solar. Every tracked FinTwit mention of $FSLR, newest first. 32 mentions since the first on Oct 18, 2025. See the price chart.
June 2026 · 1 mention
Jun 2
InvestmentGuru — Solar doing good
$ENPH
$FSLR
$TE
$ASTI
$SEDG↗
May 2026 · 6 mentions
May 22
InvestmentGuru — $ENPH $SEDG $FSLR $FCEL $TE
Solar isn’t just a trade — it’s a domestic energy sovereignty play. U.S. reshoring of solar manufacturing + Section 45X credits + AI data center power…↗
May 19
Shay Boloor — $TSLA Texas site could become a vertically integrated solar manufacturing hub alongside its Megapack Megafactory.
Tesla is targeting 100 GW of annual U.S. solar capacity by 2028 w…↗
May 18
InvestmentGuru — Energy- 7 layers
AI Energy Bridge: Short-Term Stack
(Before nuclear comes online ~2030+)
Layer 1 — Solar Generation
→ $FSLR (First Solar) — domestic manufacturing moat
→ $ARRY (…↗
May 17
InvestmentGuru — Is Solar the next sector rotation play?
AI data centers need baseload power that fossil fuels can’t build fast enough → solar is a direct beneficiary of the compute supercycle
→…
InvestmentGuru — THE ENERGY MAP:
Every Source, Every Play
Global energy investment just crossed $3.3T in 2025 — with $2.2T flowing into clean tech alone, 2× fossil fuels. The AI data center super…↗
Apr 7
KaizenInvestor — Q4 Energy transition update. I follow 7 big energy waves to keep track of the transition.
Wind: $GEV, SIFG, ORSTED, $CDLR, PNE, NDX, VWS, Goldwind, Windey
Green Hydrogen: $PLUG,…↗
The Future Investors — 𝗙𝗶𝗿𝘀𝘁 𝗦𝗼𝗹𝗮𝗿 𝗤𝟰 𝟮𝟬𝟮𝟱 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $FSLR
EPS: $4.84 vs $5.17 est. ❌
Revenue: $1.68B vs $1.57B est. ✅
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝟮𝟬𝟮𝟲
Revenue: $4.9B-$5.2B vs $6.1B est. ❌…↗
Feb 21
The Future Investors — Get ready for a crazy week ahead — packed with earnings, with $NVDA as the absolute highlight 🔥
More earnings 📊👇
Monday: $HIMS
Tuesday: $AXON, $MELI, $FSLR, $TMDX
Wednesday: $S…↗
January 2026 · 7 mentions
Jan 20
Daave “3 and 30” Tepper — note the sizings here are due to compounded gains, except $fslr in which i stepped and regret. likely cut soon.↗
Jan 15
mon — > The grid can’t keep up with AI.
Power demand from AI data centers is rising faster than utilities can deliver new capacity.
Developers cannot wait years for approvals and upgr…↗
Jan 9
The Future Investors — The Future Investors presents the 40 quality stocks with the highest projected EPS growth for 2026! 💎🚀
1. $BESI | BE Semiconductor - 93.4%
2. $ONON | On Holding - 79.0%
3. $AMD…↗
Jan 2
Daave “3 and 30” Tepper — @EricJhonsa Yeah I hope $fslr is a btm power supplier given I own it for that reason! The Google acq of intersect suggests $fslr is a core component of their power strategy, perhap…
December 2025 · 7 mentions
Dec 30
Daave “3 and 30” Tepper — the gop only policy response is to throw everything at power price reductions. That means tax incentives for power bottlenecks. solar and batteries, maybe even subsidy for gas turb…↗
Dec 28
Daave “3 and 30” Tepper — at some point short silver / long $Fslr may look enticing
In the meantime $Fslr long may be challenged; didn’t view $Slv as a hedge but it’s working that way↗
Dec 23
Daave “3 and 30” Tepper — I’d view this very positively as a $tsla s/h which I am not. Obviously positive for $fslr
makes wonder about the crypto time to power plays. Are they zeroes due to greenfield disi…↗
The Future Investors — Our monthly 𝗕𝗲𝘀𝘁 𝗕𝘂𝘆𝘀 (since Dec ’24) have crushed the market!
$AMD +167% 🚀
$FSLR +81% 💰
$NVDA +72% 🔥
Don’t miss the next winners
𝗖𝗵𝗲𝗰𝗸 𝗼𝘂𝗿 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝗕…↗
October 2025 · 4 mentions
Oct 31
The Future Investors — $FSLR First Solar is investing $300M in a new 3.7GW bringing more production back home to cut import costs 🇺🇸☀️. The move comes as it scales down output in Vietnam and Malaysia d…↗
Oct 30
The Future Investors — 𝗙𝗶𝗿𝘀𝘁 𝗦𝗼𝗹𝗮𝗿 𝗤𝟯 𝟮𝟬𝟮𝟱 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $FSLR
EPS: $4.24 vs $4.29 est. ❌
Revenue: $1.59B vs $1.57B est. ✅
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝟮𝟬𝟮𝟱
EPS: $14-$15 vs $15.13 est. ❌
Reven…↗
Oct 25
The Future Investors — Get ready for the mother of all weeks 🔥
Next week all Big Tech are reporting: $META, $GOOGL, $MSFT, $AMZN and $AAPL 💥
Plus: $BKNG, $V, $ADYEN, $FSLR, $NOW, $TMDX, $MELI, $LLY a…↗
InvestmentGuru — WHERE THE MONEY FLOWS NEXT — Full Renewable Energy Capital Rotation Map. Oil holding $100+ is the ultimate catalyst for the energy transition.
SOLAR — The Lowest Cost Energy Ever…↗
May 10
InvestmentGuru — EVERY BUCK STOPS AT ENERGY — The Bottleneck Nobody Talks About Enough. The real constraint on AI isn’t chips. It isn’t bandwidth. It isn’t capital.
It’s electrons.
Here’s the full…↗
— The new energy wave had a difficult Q1 2026.
Nuclear
$OKLO: -38%
$SMR: -37%
Energy grid
$EOSE: -61%
$FLNC: -42%
Solar:
$TE: -46%
$FSLR: -29%
Hydrogen:
$TKA: -20%
$PLUG: +8%…
Daave “3 and 30” Tepper — @ShanuMathew93 Bloom def talking their book. If believe more power demand for XPUs, what will the source be?
can rationalize a div port of
- BTM
- Indep/Integrated
- Time to Conne…↗
Jan 2
Daave “3 and 30” Tepper — Agree on both counts
1. SoftBank completion of 40bn OAI inv plus acq of datacen PE firm DigitalBridge raises probability OAI doesn’t have a funding problem in 2026
2. Nuclear and…↗
— @TheValueist bodes very well for $fslr and it's canadian suppliers
The Future Investors — $GOOGL $FSLR Alphabet is acquiring Intersect to speed up data center and power capacity.
Intersect develops large energy infrastructure projects, including utility-scale solar, wi…↗
Dec 10
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱 -
#𝟴 𝗕𝗲𝘀𝘁 𝗥𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲 𝗘𝗻𝗲𝗿𝗴𝘆 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
The nominees are
$BE - Bloom Energy
$FSLR - First Sola…↗
Dec 4
The Future Investors — Our monthly 𝗕𝗲𝘀𝘁 𝗕𝘂𝘆𝘀 (since Dec 2024) have crushed the market!
$AMD +121% 🚀
$GOOGL +87% 💰
$FSLR +79% 🔥
Don’t miss the next winners
𝗖𝗵𝗲𝗰𝗸 𝗼𝘂𝗿 𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿…↗
— 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱
#𝟴 𝗕𝗲𝘀𝘁 𝗥𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲 𝗘𝗻𝗲𝗿𝗴𝘆 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
And the nominees in the category 'Best Renewable Energy…