1/22/25 :: VROCKSTAR :: 
FSLR
r/r merits a punt long <$175
- my fav solar name remains
NXT, don't get it twisted
- but if sayNXT is my $tsm.... FSLR is my $nvda. it's a bit higher octane, bigger cap. more headline grabby etc.
- double the mgns ofNXT, but big capex (why i like NXT is it's much capital-lighter)
- but don't forget agent orange has elon on the team and guess who remains +ve solar. yuh yuh credits this credits that. look... if we r going to "drill drill drill" - and don't say i didn't write about this event - the best scenario is a balance generation profile and we export a lot of oil.
- does it take time? is this the low V? no clue fam.
- but the sell off looks like a quick buck/ punt sub $175. so i've done some S calls to size up gross without touching my notional.
just flagging in case you're inclined to opine, troll me or otherwise just follow along.
V
FSLRr/r merits a punt long <$175
- my fav solar name remains
NXT, don't get it twisted- but if say
NXT is my $tsm.... FSLR is my $nvda. it's a bit higher octane, bigger cap. more headline grabby etc.- double the mgns of
NXT, but big capex (why i like NXT is it's much capital-lighter)- but don't forget agent orange has elon on the team and guess who remains +ve solar. yuh yuh credits this credits that. look... if we r going to "drill drill drill" - and don't say i didn't write about this event - the best scenario is a balance generation profile and we export a lot of oil.
- does it take time? is this the low V? no clue fam.
- but the sell off looks like a quick buck/ punt sub $175. so i've done some S calls to size up gross without touching my notional.
just flagging in case you're inclined to opine, troll me or otherwise just follow along.
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.