Jan. 14 at 12:39 PM
$CSIQ 👀 Putting it together — why this looks like a multi-bag setup
Market still prices CSIQ as a stressed solar manufacturer.
Reality looks very different 👇
⚡ US manufacturing + 45X = earnings torque
• Even 80% utilization + 0.5% margins → ~
$8–9 EPS
• EPS driven by production, not heroic margins
🏭 Three US factories coming online
• Modules
• Cells (Indiana)
• Batteries (Kentucky)
→ stacked earnings power into 2026
☀️ Big Tech set the comp
• Google paid
$4.75B+ for Intersect Power
• Recurrent (inside CSIQ) has a larger global pipeline
• Market assigns near-zero value to Recurrent
📉 Heavy short interest
• ~20%+ of float sold short
• Any narrative shift = forced buying fuel
🧭 2026 = re-rating year
• 45X hits the P&L
• US pricing ≠ global pricing
• Cash flow becomes undeniable
Multi-baggers don’t look obvious at the bottom.
They look messy — until the re-rate happens. 🚀☀️📈
$FSLR $ENPH $TSLA $TAN
