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?
My favorite company atm.
What’s your PT?
300)
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?