First Solar Is Much More Than A Political Football

💡 Highlights:

• Rising expectations for a second Trump presidency have dented solar stocks, with First Solar falling sharply.

• The biggest risk comes from a massive “red wave” which is not guaranteed to materalize.

• The importance of the 45X tax credit makes FSLR the highest-reward — and highest-risk — play in the sector.

• For multiple reasons, this is a sell-off worth considering.