1/22/25 - $fslr - r/r merits a punt long <$175

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 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