This market really makes me feel a bit dazed. The slight fluctuations in First Solar are truly unsettling. They say the pressure is high, and sure enough, as soon as analysts changed their ratings, it immediately softened. It feels like I just loosened my grip a bit, only to be pulled back by orders and macro factors. I thought to myself, isn't it just a downward revision of earnings guidance? But the stock price just stays flat and refuses to move up. On the other hand, Canadian Solar suddenly popped up with a convertible bond, and the 4.51% gain looks like it's about to surge, but deep down, I'm still quite nervous. After hearing about the expansion plans, my first reaction was hesitation—all the money is being thrown into U.S. capacity and energy storage, and I can't just sit still. Fluence keeps boasting about its order backlog, with a 21% year-on-year increase, but a tariff could come at any time, and the worry is hard to hide. Can the profits really hold up?…Bloom Energy is swinging wildly up and down, and even the 50-day moving average crossing upwards can't hold it back. The recent sector rotation has made it seem a bit erratic, leaving me with a bitter smile while still not daring to remove it from my watchlist 🙃