$Canadian Solar(CSIQ)$ $First Solar(FSLR)$ $Enphase Energy(ENPH)$ $Tesla Motors(TSLA)$ Global projections for solar plus storage keep getting dramatically outpaced by actual deployment. There's no sign this trend will slow down in the near term. For example, projections from April 2023 are already being revised significantly by May 2026. You could look at any similar 2-3 year period over the last decade and see the same pattern. The underlying driver is simple: cheap energy wins.
$Tesla Motors(TSLA)$ Seeing some pretty concentrated short-dated options flow again today. Not overanalyzing it, just something that stood out on the tape. Over $27M+ worth of single-leg calls were bought today. What makes it more interesting is the timing: The stock is already up another +1.86% after what was its strongest trading day of 2026 yesterday. What I'm seeing here: Big premium flowing into short-dated calls. Momentum already trending higher into the session. Follow-through buying after a strong prior day. When you see flow like this in a name that's already moving, it usually means traders are leaning into momentum rather than fading it. That said, it still needs price to confirm continuation.
$Tesla Motors(TSLA)$ The 2027 Rivian R2 marks the company's first real push into the mainstream EV segment. The R1T and R1S are too big and pricey for most, but the R2 hits that sweet spot. Priced between $45,000 and $60,000, it goes head-to-head with Tesla, BMW, and others, aiming to bring the Rivian experience to a much broader audience. It's a good thing they really got it right with this one. The R2 isn't just a scaled-down R1S. This SUV is packed with innovations, like simplified wiring to cut costs and new electronic management hardware that makes the R2 easier to repair than Rivian's other vehicles. It features high-res cameras and sensors and will soon support point-to-point hands-free driving. And none of this comes at the expense of
$Tesla Motors(TSLA)$ I'm a bit surprised this hasn't hit a $5T valuation yet. What's the difference between a 600 and a 3000 PE anyway?! Big player SPCX is around the corner to step in regardless.