$FSLR mention timeline

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

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 →…

Apr 25
InvestmentGuru — Big earnings week ahead. Names on deck: $AMKR $CDNS $HOOD $SPOT $GLW $BE $ENPH $AMZN $MSFT $META $GOOGL $QCOM $SOFI $LMND $KLAC $VKTX $VIAV $AAPL $RDDT $RBLX $ZETA $RIVN $SNDK $WD…↗
Apr 23
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,…↗
Apr 3
KaizenInvestor

Feb 24
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…↗

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…

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…↗
Dec 22
Daave “3 and 30” Tepper

Nov 4
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…↗

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…↗
Oct 18
The Future Investors