First Solar. Every tracked FinTwit mention of $FSLR, newest first. 73 mentions since the first on Oct 18, 2025. See the price chart.
July 2026 · 1 mention
Jul 14
Shay Boloor — $GOOGL will buy 100% of the initial output from Arkansas’ Steel River project which is expected to deliver 1.6GW of solar power and 2GWh of battery storage by 2029.
$FSLR will sup…↗
June 2026 · 7 mentions
Jun 30
Shay Boloor — The Trump administration is reportedly drafting a ban on foreign-made energy inverters over concerns China could use grid-connected equipment to disrupt U.S. power supplies.
The p…↗
Jun 30
The Future Investors — $ENPH $SEDG $FSLR The Trump administration is reportedly preparing a ban on new Chinese-made energy inverters over national security concerns, with the FCC potentially introducing…↗
Jun 20
InvestmentGuru — Solar: $TE $FSLR $BE $CSIQ
The Bridge Fuel for AI’s Power Crisis
Nuclear (SMRs, restarts) is the long-term answer to AI’s energy appetite — but those gigawatts are 3-7 years out.…↗
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 (…↗
Shay Boloor — THE SUPER BOWL OF EARNINGS IS NEXT WEEK
• Monday | $AMKR, $CDNS
• Tuesday | $HOOD, $SPOT, $GLW, $BE, $ENPH
• Wednesday | $AMZN, $MSFT, $META, $GOOGL, $QCOM, $SOFI, $LMND, $KLAC,…↗
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…↗
Jason Luongo — Big Tech just committed $650B+ in 2026 capex.
Here's how that money flows through every layer of the AI stack:
Compute: GPUs and Accelerators
$NVDA - Blackwell shipping now, Rubi…↗
Feb 24
KaizenInvestor — $FSLR shares tumbled 11% on a heavy earnings miss, despite solid Q4 sales of $1.7 billion.
Investors zeroed in on the bottom-line disappointment. While the company boasts a massi…↗
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. ❌…↗
Shay Boloor — $NVDA has been clear that energy is the real bottleneck for AI with Morgan Stanley estimating a 44 GW U.S. power shortfall by 2028 so here’s how the power stack breaks down.
NUCL…↗
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.↗
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…↗
Jason Luongo — 6. $FSLR - First Solar
Q1 revenue $1.04B (+24% YoY), EPS $3.22 (+65% YoY). Full-year guidance of $4.9-5.2B. Opening a sixth US facility in H2 2026. Perovskite pilot line slated fo…↗
Jun 6
InvestmentGuru — 15 sectors defining the next decade of investing
The megatrend map.
1. AI
$NVDA · $PLTR · $APP
The infrastructure king, the data layer, and the monetization engine. Three differ…↗
Jun 2
InvestmentGuru — Solar doing good
$ENPH
$FSLR
$TE
$ASTI
$SEDG↗
— 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 — 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 11
Tradable Astronaut — $FSLR
Hope these free trade ideas have helped you all❤️ https://t.co/FeAaLmva3Y↗
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…↗
May 5
Tradable Astronaut — Positive GEX walls building above at 220 and 250.
VEX concentration is stacked at 250, 270, and 290.
If $FSLR clears 220 and holds, dealer delta buying kicks in and accelerates th…↗
May 5
Tradable Astronaut — Smart money has been quietly building a position.
$292K sweep on 270 calls dated July 2026.
$2.07M block on 250 calls for June.
Additional 220 and 240 calls stacking near term.…↗
May 5
Tradable Astronaut — Aion probabilistic model on $FSLR:
3D 61%. 10D 64%. 20D 67%.
Crash probability 4.8%. Stat regime 4/5 Bull. Stress 30.
Trend and momentum subcomponent sitting at 99%.
Cone proje…↗
May 5
Tradable Astronaut — $FSLR is getting loaded up quietly.
Calls stacking. Sold puts. Model at 99% trend momentum.
Here's the full picture. 🧵 https://t.co/k7fOlPaq65↗
May 4
Antonio Costa — $FSLR Bullish options flow ($235 Calls for May29)↗
— AI DATA CENTER POWER DEMAND COULD 4X THIS DECADE
Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging during peak inference cy…
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 — 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%…↗
— THE CONTRARIAN PLAYBOOK
The overlooked vs. the obvious:
AI Compute - $AMD (not $NVDA)
Defense - $ONDS (not $AVAV)
Fintech - $SOFI (not $COIN)
Energy Storage - $EOSE (not $TSLA…
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…↗
Feb 20
Shay Boloor — THE SUPER BOWL OF EARNINGS IS NEXT WEEK
• Monday | $HIMS, $WGS, $BWXT, $KTOS
• Tuesday | $MELI, $TEM, $AXON, $CIFR, $DOCN, $WDAY, $ZETA, $FSLR, $TMDX, $CAVA, $ABCL, $PRCT, $NVTS…↗
Feb 17
KaizenInvestor — 6/8 The Hangover: Solar Energy
P/S: Compressed to 1.6x
Revenue: Down
Solar is a victim of interest rates and commoditization. It is a CAPEX-heavy, low-margin game. When the cost…↗
Feb 16
Black Panther Capital — 👀The ONLY watchlist you need for 2026.
EVERY sector the government and hyperscalers are pouring money into.
49 stocks across AI, hardware, defense, energy, and space.
→ Save th…↗
Feb 15
Serenity — OpenAI sent a memo to congress regarding Deepseek distillation:
"Sustaining the American advantage on AI depends on depends on whether we can reliably generate and deliver power a…↗
Feb 13
KaizenInvestor — We’re still in the early innings of the AI boom. Don’t let the price swings scare you! Every drop can be a buy signal.
Here’s a breakdown of the sectors and stocks that should be…↗
Feb 12
KaizenInvestor — The 2026 energy transition has officially shifted from green promises to an industrial Power Trade. ⚡️
My latest report through Q3 2025 breaks down the massive bifurcation driven…↗
Feb 12
Tradable Astronaut — $TGT Reminds of my $FSLR before it's run https://t.co/oMbfLERkSq↗
Feb 10
Black Panther Capital — 🚨Elon just dropped a BOMB nobody’s pricing in:
“China’s solar production capacity is 1500 gigawatts a year. They’re deploying over 1000 gigawatts annually. That’s DOUBLE the enti…↗
Feb 8
Shay Boloor — $GOOGL, $MSFT, $META & $AMZN just confirmed $600B+ in 2026 CapEx.
Here’s how that money flows through the AI stack:
GPUs, Accelerators
• $AMD provides second source AI GPUs with…↗
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 10
InvestmentGuru — 5 Core Sectors Your Portfolio Should Be Focused On for 2026.
The next market cycle will be driven by power, compute, connectivity, health, and automation. Positioning early acros…↗
Jan 10
InvestmentGuru — Top 20 Picks for 2026
1. $NVDA – AI infrastructure king, earnings power still compounding
2. $AMD – AI accelerators + CPU share gains
3. $AVGO – AI networking + software cash mac…↗
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 8
Black Panther Capital — 🚨MUST WATCH: Elon react to energy crisis.
Energy crisis and demand is real.
If society don’t transition to renewable energy, we face the risk of energy scarcity.
Elon's reactio…↗
Jan 3
InvestmentGuru — Solar / renewable energy is looking attractive here.
$ENPH
$FSLR
$TE
$EOSE
$FLNC
$PLUG↗
Jan 3
Shay Boloor — AI DATA CENTERS WILL QUADRUPLE GLOBAL POWER DEMAND IN THE NEXT 10 YEARS
Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging d…↗
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…↗
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…↗
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 22
unusual_whales — Those weekly $FSLR calls that showed up on the scanner are doing pretty well! https://t.co/10wbqaJnYR↗
Dec 22
KaizenInvestor — 2/5 There are 3 main winners of this revolution: solar panel companies, energy storage companies, and nuclear companies. We’ll start with the solar panel companies like $TE and $FS…↗
Dec 15
Shay Boloor — A reminder that $NVDA is hosting a power summit this week because AI data centers are projected to face a 44 gigawatt power shortfall by 2028.
• At the top of the stack are the co…↗
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…