If AI Needs Power, Solar May Be the Biggest Winner

AfraSimon
06-20 15:48

Solar will power the future of AI.

Elon said “solar electricity will become by far the biggest source of power for civilization".

So, here's the breakdown of the solar sector:

Solar Panels: $First Solar(FSLR)$ $JinkoSolar(JKS)$ $T1 ENERGY INC(TE)$ $Canadian Solar(CSIQ)$ Canadian Solar

Plant Operators: $Clearway Energy Inc(CWEN)$ $Enlight Renewable Energy Ltd.(ENLT)$ $Spruce Power Holding Corporation(SPRU)$

Tracker Systems: $Nextpower(NXT)$ $Array Technologies Inc.(ARRY)$ $Shoals Technologies Group(SHLS)$

Residential: $Sunrun(RUN)$ $Tesla Motors(TSLA)$ $Sunpower Inc.(SPWR)$

Inverters: $Enphase Energy(ENPH)$ $SolarEdge(SEDG)$

Energy Providers: $NextEra(NEE)$ $Brookfield Renewable Partners LP(BEP)$ $American Electric Power(AEP)$ $Daqo New(DQ)$ $Veeco Instruments(VECO)$

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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