Breaking: A senator is making a leveraged bet
Sen. John Boozman just bought a 2x leveraged S&P ETF $SPYMAlong with buying $Otis Worldwide - WI(OTIS.US), $IJR, $AVUV, & $First Solar(FSLR.US)
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• The Dow Jones index and Nasdaq composite ended lower, while chip firms saw gains.
• Sandisk and Western Digital stocks declined significantly. $Western Digital(WDC.US) $Sandisk(SNDK.US) • A weak July jobs report affected expectations for a September Fed rate hike. • S&P 500 futures showed an upward trend. • SpaceX received a stock upgrade due to its AI investments. $SpaceX(SPCX.US) • First Solar shows strength following positive news on polysilicon. • Several stocks, including $Apple(AAPL.US) and $Marvell Tech(MRVL.US), are favored by mutual funds. - H
U.S. Solar Import Measures: $T1 Energy(TE.US) $First Solar(FSLR.US)
➤ Trump determined a 15% ad valorem tariff is necessary on imports of polysilicon-derived products➤ Minimum import price for polysilicon: $21/kg➤ Minimum import price for polysilicon ingots and wafers: $100/kg➤ Minimum import price for imported solar cells: $0.22 per watt➤ Minimum import price for imported solar modules: $0.38 per watt - F
$First Solar(FSLR.US) had to take some beating to give us what we want. Monthly breakout look is still intact.
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Trump Readies Tariffs, Price Floors To Boost US Polysilicon - Bloomberg - $First Solar(FSLR.US) $T1 Energy(TE.US)
➤ US Officials Have Discussed At Least 15% Tariff On Polysilicon➤ People Familiar With The Matter Describe Trump Trade Action➤ Tariff Plan Would Include Offsets For Domestic Manufacturers - H
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Trump Administration Preparing To Set Price Floor, Tariffs On Imports Of Polysilicon And Derivative Products Used In Chips And Solar Panels-sources - Reuters - $First Solar(FSLR.US) $T1 Energy(TE.US)
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$First Solar(FSLR.US) | Jefferies maintains 𝐇𝐨𝐥𝐝 on 𝐅𝐢𝐫𝐬𝐭 𝐒𝐨𝐥𝐚𝐫, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟐𝟎𝟕
Analyst raises PT but sees a muted Q2 setup, flagging that US developers have secured module supply, potentially leading to muted volumes. - H
$First Solar(FSLR.US) | TD Cowen reiterates 𝐁𝐮𝐲 on 𝐅𝐢𝐫𝐬𝐭 𝐒𝐨𝐥𝐚𝐫, maintains 𝐏𝐓 𝐚𝐭 $𝟐𝟓𝟑
Analyst sees the S232 polysilicon investigation and strong utility-scale demand as catalysts for higher Average Selling Prices (ASPs). - H
$First Solar(FSLR.US) | Barclays maintains 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭 on 𝐅𝐢𝐫𝐬𝐭 𝐒𝐨𝐥𝐚𝐫, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟐𝟕𝟗
Analyst raises the firm's long-term average selling price outlook for First Solar to $0.40/w ahead of a likely tariff decision in August.
