First Solar - Solar Producer Benefits From Renewable Energy Transition and Restrictions on Cheap Imports from China!

Business Driver: First Solar (FSLR) is one of the leading thin-film solar module manufacturers in the USA, and should therefore benefit significantly from the energy transition and the increasing demand for CO2-neutral energy. Hyperscalers like AWS, Alphabet, Microsoft, or Oracle are relying on CO2-neutral energy sources such as solar power for their electricity supply. As the expansion of cloud and data center capacities continues to accelerate in the wake of the AI boom, First Solar's sales are expected to increase significantly in the medium...