Filtered library · Theme
solar-clean-energy theme · 3 dossiers
Dossiers in the solar-clean-energy theme cluster — 3 names moving on shared catalysts.
All dossiersFSLR
First Solar, Inc.
GLJ's 2026-05-27 capitulation to a $315 Buy completed FSLR's re-rate from value-trap to policy-moated AI-power prime after the Q1 beat; solar theme ACCELERATING. But the catalysts already fired, price sits at the top Street PT ~18% above…
CSIQ
Canadian Solar Inc.
Solar-policy relief rally that ran CSIQ to a $34.59 high has rolled over: Q1 (2026-05-14) net loss, Q2 gross-margin guide collapse to 13–15% from 25.1%, a ~$200M convert dilution overhang, and a 2026-06-05 -11.9% break to $17.16 — that…
ENPH
Enphase Energy, Inc.
Washed-out resi-solar name re-rated ~+66%/month into a short squeeze on the IQ SST AI-data-center power-electronics pivot (announced 2026-04-28). Post-parabolic (RSI 73-77, 50<200-EMA) and the 2026-06-17 FOMC dot-plot is a direct rate…