Sep. 16 at 10:41 PM
$FSLR Rates up has ALWAYS bad for solar names. But Feds raise short term. I won’t be surprised if 30Y (majority of infrastructure lending is not 5 years car loans) would not increase mach => flat curve => recession expectations => cuts in capex across the market not directly linked to AI/datacenters => the only biz in town is Solar farms and Gas plants.
$GEV $TAN
