First Solar: I am long – this fallen angel could become the biggest midterm winner!

I have now positioned myself on the long side with First Solar (FSLR, i) . After the Democrats' victory in the US midterms, I see particularly great comeback potential among solar stocks. On November 2nd/3rd, the solar ETF TAN already gained nearly 8%. A Democratic majority in both chambers of Congress could make further cuts to solar subsidies more difficult, thereby improving planning certainty for new projects. The US module manufacturer would benefit doubly from this, through additional orders and its domestic production with important tax credits....