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
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.