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Dan's avatar

My favorite company atm.

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Alexander Fernandez's avatar

Really solid breakdown — appreciate the nuance you brought into the Q1 call, especially on the trade war impact. I’m in a similar boat with a small FSLR position and debating whether to size up. Curious though, with the India/Vietnam/Malaysia tariffs creating near-term headwinds, how confident are you that the Louisiana/Alabama facilities can ramp fast enough to offset the risk before 2026?

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