https://preview.redd.it/zcb59zly02hh1.png?width=1080&format=png&auto=webp&s=9d01d33d2f80cb69c6c0c1bc64f4068f2af46e4e
After digging deeper and zooming out, here’s my current longer-term thesis on $FSLR — it looks like a front-loaded story heavily tied to 2026. Without further solar catalysts, the story may weaken in 2027–2028. That said, there still appears to be room toward the 2026 targets, and new catalysts could still emerge after the midterms.
***My personal approach right now:***
***I’m planning to scale out most of my position as it approaches the 2026 price zone and keep a smaller runner. I also expect there may be better re-entry opportunities lower if it pulls back.***
**A couple of things I’m watching that the market may still be under-appreciating:**
1. Potential for a large AI data center deal (I think this is only partially priced in)
2. The trapped short position (this feels largely ignored)
If a major AI data center contract is announced later this year, it could force some short covering.
Not financial advice. Just sharing my current view.