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Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Democratic gains in the midterms are weighing on DJT, with traders tying the companys political association with Trump to concerns he is now a lame duck and Congress may be gridlocked. The conversation is overwhelmingly bearish, though a few traders see a possible dip-buying or short-squeeze opportunity.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros strong quarterly results and raised full-year outlook have been overshadowed by a sharp post-earnings selloff, prompting traders to question why the stock fell despite the upbeat report. The community debates whether election-related fears about data-center regulation are weighing on AI infrastructure stocks, while others point to margin pressure, customer concentration, and lingering concerns about management credibility; many attribute the price action to manipulation without evidence.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is caught in a sharp rotation out of semiconductor and AI-related stocks, as traders speculate that election-driven pushback or regulation could slow data-center construction and weaken memory demand. Others view the selloff as an overreaction, pointing to tight memory supply and continued AI demand; the debate is amplified by the stocks sharp volatility.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IRENs steep selloff is being tied to fears that election results could bring tighter data-center regulation, especially in Texas, alongside uncertainty ahead of earnings. Traders disagree on the impact: bears worry about project delays, while bulls argue existing power and infrastructure and continued AI demand provide support.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs strong quarterly results and upbeat data-center outlook were followed by a sharp, volatile fade. Traders debate valuation and profit-taking against concerns that election-related data-center restrictions could pressure AI demand, while bulls argue the growth outlook remains intact.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Fears that the Texas election outcome could bring tighter oversight or delays to AI data-center projects are weighing on CIFR, amplified by analyst downgrades and concerns about a recent revenue miss. Traders disagree on whether the risk mainly affects future projects or could also threaten existing contracted sites.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

A sharp rebound after Apples earnings-driven pullback has sparked talk of a short squeeze and a rotation into mega-cap safe havens, with some traders linking the move to election-related relief. Others argue the rally looks excessive given margin pressure from rising memory costs and concerns about Apples valuation and growth.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

A sharp selloff in Sandisk and other memory stocks has traders debating whether political uncertainty could slow AI data-center expansion and whether the memory boom is nearing a cyclical peak. Bulls point to strong results and constrained supply, while bears argue that the sectors prior surge leaves it vulnerable to weaker future demand and earnings.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention amid a sharp semiconductor selloff, as traders worry that Democratic gains could bring tighter rules or delays for AI data centers and slow the chip buildout. The community is split between seeing the decline as an overdone, buyable dip and expecting more downside, with the funds 3x leverage amplifying the volatility.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

Vistras sharp selloff is being linked by traders to Democratic gains in Texas and fears of tighter energy policy, with some also citing a KeyBanc downgrade and weakness across AI-power stocks. The community is split between dip buyers pointing to ongoing data-center power demand and bears worried that policy risks could constrain growth.

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Solar shares are rallying as traders attribute the move to Democrats sweeping Congress and expectations that clean-energy policy and tax-credit support could become more favorable. Bulls see a renewed sector rotation and potential short-covering, while skeptics argue the gains may fade because policy changes are uncertain and could face presidential vetoes.

The move appears tied to a sector-wide solar rally that traders are attributing to Democrats securing control of both chambers of Congress, with expectations of more favorable clean-energy policy and fewer restrictions. The policy impact remains uncertain.

SolarEdge Technologies' Q3 Earnings Top Estimates, Revenues Fall Y/Y

SEDG returns to profitability in Q3 as gross margins expand and cash flow remains positive, but a weak Q4 outlook signals persistent demand challenges.

First Solar: 3 Key Takeaways for Long-Term Investors

Key PointsFirst Solar added 1.4 gigawatts of U.S. gross bookings at $0.36 per watt...

First Solar's Q3 Earnings Beat Estimates, Revenues Decrease Y/Y

FSLR's Q3 2026 earnings beat estimates by 14.2%, despite a 23% revenue decline, while the company lowered its sales and shipment outlook for 2026.

FSLR Q3 Earnings Call Highlights Pricing Shift and Outlook Cut

First Solar is pushing for higher U.S. module prices after Section 232, but delayed customer decisions and weaker demand have forced a cut to its 2026 outlook.

First Solar Analysts Cut Their Forecasts After Q3 Earnings

First Solar beat Q3 EPS estimates but missed sales, cut FY2026 guidance, and shares fell 4.7% as analysts lowered price targets.read more...

First Solar, Inc. Bottom Line Advances In Q3

(RTTNews) - First Solar, Inc. (FSLR) revealed a profit for its third quarter that Increased, from last year...

First Solar (FSLR) Tops Q3 Earnings Estimates

First Solar (FSLR) delivered earnings and revenue surprises of +14.22% and -6.24%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

First Solar, Inc. Announces Third Quarter 2026 Financial Results, Updates Guidance, and Announces $500 Million Share Repurchase Program

First Solar, Inc. (Nasdaq: FSLR) (the Company), Americas leading PV solar technology and manufacturing company, today announced financial results for the third quarter ended September 30, 2026 and updated its 2026 guidance. Net sales were $1.23 billion for the third quarter of 2026, a 23% decrease...

First Solar, CubicPV Enter into US Patent Licensing Agreement

First Solar, Inc. (Nasdaq: FSLR) ("First Solar" or "the Company") has signed a non-exclusive patent licensing agreement with CubicPV Inc. ("CubicPV"), granting First Solar access to CubicPV's issued and pending US patents covering perovskite solar technology. The license further clears the path for...

First Solar Inaugurates First Phase of South Carolina Production Facility

First Solar, Inc. (Nasdaq: FSLR) (First Solar or the Company) today inaugurated the first phase of its new facility in Gaffney, Cherokee County, South Carolina, which onshores final production processes for the Companys Series 6 Plus modules initiated by the Companys international fleet. The second...

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Phoenix, AZ.

First Solar Inc

FSLR Stock Slips Overnight: First Solar's AI Power Demand Opportunity Faces Tax Credit Test, Says Analyst 

Equity

Extremely Bullish Sentiment

<ul class="summary-bullets"><li>The lower valuation reflects expectations that solar panel sales could weaken as tax benefits start ending in the early 2030s.&nbsp;</li><li>While U.S. manufacturing policies support First Solar’s market position, higher production costs and strong competition remain challenges.&nbsp;</li><li>Though strong cash reserves support expansion, reliance on U.S. tax credits and policy changes creates financial uncertainty.&nbsp;</li></ul><p>First Solar Inc. (FSLR) stock slipped overnight after Morningstar slashed its fair value estimate, warning that expiring U.S. solar tax credits and fierce competition could squeeze profits even as surging AI data center power demand creates a new growth opportunity.&nbsp;</p><p><a href="https://stocktwits.com/symbol/FSLR">First Solar stock</a> edged 0.7% lower overnight, ahead of Tuesday, after a 1% climb in the regular session.&nbsp;</p><h2 class="st-heading-2">First Solar Valuation Reflects Concerns Over Future Incentives</h2><p>Morningstar analyst Bischof lowered his fair value estimate for the solar panel maker to $191 per share from $206, saying the stock was trading close to its estimated worth as of Monday.</p><p>The firm maintained its no-economic-moat assessment and ‘Very High Uncertainty’ Rating for First Solar. The analyst believes intense competition and pressure on manufacturing costs prevent the company from building a lasting competitive advantage.</p><p>The revised valuation reflects weaker expectations for solar panel sales after tax incentives begin expiring in the early 2030s. However, Bischof said First Solar could benefit from growing electricity needs associated with artificial intelligence, data centers and advanced manufacturing.</p><h2 class="st-heading-2">Thin-Film Technology Sets First Solar Apart</h2><p>Unlike most solar companies that use silicon, First Solar makes panels with a thin-film material called cadmium telluride. Its manufacturing process reduces dependence on Chinese suppliers, and its panels can perform better in hot and humid weather.&nbsp;</p><p>The company is also the largest solar module manufacturer headquartered in the Western Hemisphere. Its strong position in the U.S. utility-scale market, where Morningstar estimates it has historically held about 30% market share, gives it an edge as domestic manufacturing policies favor local production.</p><p>Still, the firm cautions that First Solar's manufacturing costs per watt remain somewhat higher than those of silicon-based competitors. The broader industry has become price-driven as manufacturing capacity expands and technological differences become less durable.</p><h2 class="st-heading-2">First Solar’s&nbsp;Backlog Provides Visibility Despite Decline</h2><p>First Solar’s pending orders fell to 45.1 gigawatts in June from 50.1 gigawatts at the end of 2025, as it delivered more panels than it secured in new deals. However, existing orders still give investors an idea of the company’s future sales.&nbsp;</p><p>Morningstar expects First Solar to increase its production capacity to 22 gigawatts by the end of 2027, with investments in the U.S. and India. The firm also expects panel prices to rise slightly in the next few years before falling as tax benefits are reduced. The firm's valuation includes U.S. production credits worth $0.17 per watt. These incentives remain important to profit, making future policy decisions a major risk for investors.</p><p>First Solar held approximately $1.7 billion in cash and investments at the end of June. Bischof views the company's conservative spending approach and early investment in U.S. manufacturing positively.&nbsp;</p><p>However, Morningstar warns that the company's dependence on U.S. policy, concentrated sales markets, and an uncertain overseas manufacturing outlook could lead to widely varying financial results. While rising power demand could drive growth, the analyst believes the current share price already reflects First Solar's estimated value.</p><h2 class="st-heading-2">FSLR Stock: Retail View&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory.</p><p>A user&nbsp;<a href="https://stocktwits.com/Tom_Stockholm/message/666319896">said</a>, “big mixed bag here. I remember the last time solar companies went through a rate hike cycle... it was ugly.&nbsp; On the other hand, the policital headwinds in the U.S. could ease after the mid-terms.”</p><p>FSLR stock has cratered 31% year-to-date.&nbsp;</p><p>Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvts-stock-unveils-24-kw-nvidia-ai-power-board-targeting-97--percent-efficiency/cZxBeWcRBoe">NVTS Stock Rises Overnight: Navitas Unveils 24 kW Nvidia AI Power Board Targeting 97% Efficiency</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, a person holds a smartphone displaying the logo of First Solar Inc.

First Solar Inc. (FSLR) stock slipped overnight after Morningstar slashed its fair value estimate, warning that expiring U.S. solar tax credits and fierce competition could squeeze profits even as surging AI data center power demand creates a new growth o

FSLR Stock Slips Overnight: First Solar's AI Power Demand Opportunity Faces Tax Credit Test, Says Analyst

Morningstar trimmed its estimated value for First Solar to $191, citing ending tax benefits and strong competition despite growing electricity demand from AI.  


First Trust Exchange-Traded Fund III - First Trust Energy AlphaDEX Fund

Virtus ETF Trust II - Virtus Duff & Phelps Clean Energy ETF

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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Investors are piling into solar equities, betting that a Democrat-led Congress will secure clean energy tax credits and shift renewables policy.

Renewable energy names are seeing increased interest as market participants position for massive long-term demand from data center infrastructure.

Traders are highlighting significant short interest and high volume in key solar names, anticipating aggressive upward moves as positions are covered.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$5.27	--	--	N/A
Q3 '26	$4.67	$5.30	13.44%	BEAT
Q2 '26	$2.90	$3.92	35.26%	BEAT
Q1 '26	$3.03	$3.22	6.25%	BEAT
Q4 '25	$5.14	$4.84	-5.93%	MISSED

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Latest Earnings Results: Q3 '26

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