Today, Jerome Powell is giving a speech, and many people are wondering: will the U.S. central bank cut interest rates? Right now, most experts think it won’t happen—at least not yet. Inflation is still a concern, and Powell has said he wants to be careful before making any big decisions. The chance of a rate cut today is low—around 20% or less.

At the same time, there's a big fight going on between Donald Trump and Elon Musk. Trump is angry because Musk doesn’t support his new law, the “Big Beautiful Bill” (BBB). Now Trump is saying negative things about Musk and hinting he might take away government help from Musk’s companies. This fight is making investors nervous and causing Tesla’s stock to drop. $TSLA (+5,93 %)

About that bill: it’s very expensive. Experts say it could add over $3 trillion to the U.S. national debt in the next 10 years. It gives more money to the military and cuts taxes but also removes funds for healthcare $PFE (-1,07 %) and clean energy $FSLR (+0,93 %) . Some people say it could hurt the economy in the long run.

Lastly, let’s look at the 10-year bond—an important signal for the economy. Right now, the yield is about 4.19%, which is lower than it was a few weeks ago. When bond yields fall, it often means investors expect the economy to slow down and that interest rates might be cut soon.

In short: Powell is being cautious, Trump and Musk are arguing, and the bond market is flashing warning signs. Together, these things could shape what’s coming next for the U.S. economy. $SPPX (-0,4 %)
$SGLD (+0,38 %)

$FSLR (+0,93 %)

- Revenue: $0.8B, -36% YoY

- Net income: $209.5M, -11% YoY

- Net bookings: 0.7GW, +0.1GW YoY

CEO Mark Widmar: "Despite new tariff challenges, long-term U.S. solar demand remains strong."

🌱Revenue & Growth

- Net sales: $0.8B, -36% YoY

- Volume sold: Not specified for Q1, -10% YoY expected for FY2025

- Average selling price: 30.5 cents/watt, +5% YoY

- Sales backlog: 66.3GW, +10% YoY

💰Profits & Health

- Gross profit: Not specified, -40% YoY expected for FY2025

- Net income per diluted share: $1.95, -11% YoY

- Gross cash balance: $0.9B, -47% YoY

- Net cash balance: $0.4B, -71% YoY

- Operating income: Not specified, -25% YoY expected for FY2025

📌Business Highlights

- Secured 0.6GW bookings since Q4 2024

- Invested in new manufacturing facility

- Increased inventories for H2 2025 commitments

- Benefiting from Section 45X tax credits

- Maintained vertically integrated U.S. production

🔮Future Outlook

- Net sales guidance: $4.5B-$5.5B, -13% from prior

- Volume sold guidance: 15.5GW-19.3GW, -10% from prior

- Earnings per diluted share: $12.50-$17.50, -18% from prior

- Capital expenditures: $1.0B-$1.5B, -14% from prior

- Section 45X tax credits: $1.65B-$1.7B, +3% from prior

Hey guys !

It’s been a choppy ride in the US markets lately — lots of red, lots of noise. But let’s be real: these are the moments where long-term portfolios are built.

Corrections like this tend to reveal some solid opportunities. We’re not talking about hype — we’re talking about fundamentally strong businesses trading below their fair value.

Here are a few names that caught our eye this week:

• $AMZN (+0,23 %) – Amazon: E-commerce giant with AWS as a long-term cash machine. Recently pulled back = potential entry.
• $DAL (-0,19 %) – Delta Airlines: Low valuation, reopening tailwinds still in play, and demand for travel isn’t slowing.
• $DELL (+1,33 %) – Dell Technologies: Quiet AI exposure, strong cash flow, and trading way below tech sector averages.
• $FSLR (+0,93 %) – First Solar: Clean energy isn’t a trend — it’s the future. Undervalued relative to growth potential.
• $COP (+0,23 %) – ConocoPhillips: Solid play in the energy space with decent dividend and upside ahead.

We’re not saying “back up the truck” — but these names are definitely on my radar.

Your turn — what’s on your watchlist right now?

Let’s swap notes. Any other discounted gems we should be looking at?

$FSLR (+0,93 %)

🔹 EPS: $3.65 (Est. $4.83) 🔴

🔹 Revenue: $1.5B (Est. $1.49B) 🟢

🔹 Net Cash Balance: $1.2B

FY25 Guidance:

🔹 Revenue: $5.3B-$5.8B (Est. $5.52B) 🟡

🔹 EPS: $17.00-$20.00 (Est. $20.17) 🔴

🔹 Volume Sold: 18GW-20GW

Other Q4'24 Metrics:

🔹 Annual Revenue: $4.2B; UP +27.3% YoY

🔹 Net Bookings: 4.4GW; Avg. Selling Price: $0.305/watt

🔹 Annual EPS: $12.02

Strategic/Shareholder Updates:

🔸 Commissioned Alabama facility; progressed Louisiana facility construction

🔸 Opened new R&D center in Ohio

Management Commentary:

🔸 "Mark Widmar (CEO): In 2024, we built foundations for long-term growth, expanding capacity and innovation while shipping a historic volume of modules."

FIRST SOLAR EMERGES AS KEY WINNER FROM DOC ANTIDUMPING RULING $FSLR (+0,93 %)

MARKET RESPONSE

- $FSLR shares gained up to 6.5% Monday, following 3.5% increase on Friday

- Positive market reaction follows Department of Commerce's preliminary determination on antidumping duties (Nov 29)

ANALYST INSIGHTS

Piper Sandler (Kashy Harrison)

- Rating: Overweight

- Price Target: Raised to $250 from $210

- Key Points:

* DoC rates exceeded expectations

* Panel pricing likely to increase significantly post-duties

* Potential for utility-scale project delays

* Names $FSLR as sole beneficiary under coverage

Jefferies (Julien Dumoulin-Smith)

- Rating: Buy

- Analysis:

* Positive outlook for US domestic manufacturers ($FSLR) and Malaysia-based Longi

* Vietnam producers ($JKS (+3,55 %), $002459) face higher-than-expected antidumping rates

* Thailand rates significantly above expectations, affecting $CSIQ (-0,44 %) and Trina

* Market reactions deemed appropriate for $FSLR (up) and $JKS/$CSIQ (down)

Truist (Jordan Levy)

- Rating: Buy

- Key Observations:

* Clear positive for $FSLR given domestic US supply chain

* Company secured on near-term price/volume

* Potential catalyst for expanded domestic manufacturing

* Positive implications for related companies: $SHLS, $ARRY (-2,68 %), $NXT (all rated Buy)

UPCOMING CATALYST

- CPIA Annual PV Conference (Dec 4-6)

* Critical event for sector near-term direction

* Expected to reveal supply-side dynamics

* Recommended close monitoring by investors

INDUSTRY IMPLICATIONS

- Strengthens case for US manufacturing expansion

- Module/cell pricing expected to adjust to reflect tariff impact

- Reduced uncertainty may boost booking momentum

- Final determinations pending for next year

INITIAL MARKET REACTION TO TRUMP VICTORY:

• U.S. Stocks: Broadly higher across sectors
• $XLF: Big banks higher on expectations of regulatory relief, M&A growth
• Cannabis Stocks: $WEED (+0,34 %), $MSOS, $TLRY (+5,89 %) down as Florida votes against legalization
• $CVS (+0,24 %), $UNH (+1,37 %) : Health insurers rally on potential easing of Medicare Advantage pressures
• $XLE (+0,16 %) , $XOM (+0,15 %): Energy stocks higher, anticipating fossil fuel support and less regulation
• Solar/Renewables: Pressure on $FSLR (+0,93 %), $SEDG (+0,38 %), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
• Crypto: Higher as Trump holds a favorable stance, $BTC (+0,61 %) strong
• $TSLA (+5,93 %): Higher after Trump Win as Musk was all-in on support
• Bonds: Weaker, with yields rising on fiscal concerns
• China Stocks: Weak as tariff pressures and anti-China policy concerns grow
• Peso/Mexican Equities: Weaker on aggressive trade policies and tariffs fear
• FinTech: Higher with $HOOD (-0,83 %), $AFRM (-1,04 %) , $SQ (-0,96 %), $SOFI (+0 %) responding positively
• Dollar: Stronger due to pro-business policies
• $META (-0,21 %), $SNAP (+0,23 %): Mixed as TikTok ban concerns ease
• Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.