First Solar has a 64 GW backlog and is the dominant leader at the confluence of U.S. manufacturing support, constraints on foreign-connected competitors, and autonomous technology increasing energy demands. Thematic macro investors with a tolerance for policy volatility can reap 100% gains in 12 months in a bull case. I definitively estimate a 40–50% return. Risks include long-term competition ramping, including advantages in novel crystalline silicon panels that counter the Levelized Cost of Energy advantage of First Solar's cadmium telluride at this stage.
Investor Ryan Cohen founded Chewy Inc CHWY back in 2011 as a play on the growing trend of pet supplies and pet health products. New data suggests Cohen may have been early to the trend, with spending on pet supplies and pet insurance seeing a large increase.