Solar stocks rallied after Democrats secured both houses of Congress, bolstering expectations for sustained clean energy tax policy. $TAN Policy clarity moves: $RUN = up 8% $ENPH = up 5% $SEDG = up 3% Net margin: $FSLR = 37.1% SolarEdge = -20.3% First Solar: PEG ratio = 0.46 P/E = 10.8x Seeking Alpha Quant Rating for SolarEdge: Sell. Legislative support is a sector tailwind, but profitability and balance sheet strength will separate the winners. Is First Solar the clear winner of the solar rally?

SOLAREDGE $SEDG Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $326.1M (Est. $327M) 🔴; -4.1% YoY 🔹 Adj. EPS: $0.29 (Est. $0.04) 🟢 🔹 Gross Margin: 34.7%; +1,590 bps YoY Q4 Guide: 🔹 Revenue: $245M-$275M (Est. $316M) 🔴 🔹 Gross Margin: 17%-21% 🔹 OpEx: $87M-$91M Other Q3 Metrics: 🔹 Free Cash Flow: $7.8M Comments: 🔸 “As near-term market uncertainty persists and given reduced revenue expectations for the fourth quarter, we are taking decisive steps to reduce costs, sharpen our focus, and support profitability amid softer demand.”

Solaris Observations | Waking Moon Parade As the Waking Moon Festival fills the air with joy, who can count the Moon Foxes weaving through Xuanfang Hold, slipping between revelers? #WutheringWaves#

[Solaris Starry Stage Season 2] Fan Special Vol.3 The spotlight is about to shine. Join us at the Solaris Starry Stage on Oct 11, 11:00 (GMT+8)! YouTube: Twitch: "Wherever you are, hope our voices will always find their way to you." A huge thanks to @toubou_hpmy, @Dino_illus and @kurodukimajaja for the incredible artworks! ※This event is for fan-created content and does not represent or affiliate with actual in-game lore or character design. #WutheringWaves# #SolarisStarryStage#

Solari Capital founder @jedimooch says the biggest winners of the AI revolution might not be AI companies, but assets that AI can never replicate: "The average life expectancy of a currency is 26 years. We've increased the M2 money supply 35 times since we came off the gold standard in 1971." "A contrarian future prediction from us at Solari Capital is that there's gonna be even more extreme value accrual to scarce assets. A T-Rex dinosaur fossil selling for $51 million, the LA Lakers selling for $12 billion. These scarce assets represent a debasement trade in the same way gold and Bitcoin do." "If you go back to 2008 and mark to market the Mag Seven, and mark to market gold and Bitcoin, you will find that gold and Bitcoin have created more market cap than the entire Mag Seven combined. You can add Anthropic, OpenAI, and SpaceX to the mix. It would still be less." "So you've got the abundance thread and the scarcity thread."

[Solaris Starry Stage Season 2] Fan Special Vol.2 "It's your support that brought us into the spotlight." A huge thanks to @little_MoDao, @sebin_13 and @arahenas for the incredible artworks! See you at the Solaris Starry Stage on Oct 11, 11:00 (GMT+8)! ※This event is for fan-created content and does not represent or affiliate with actual in-game lore or character design. #WutheringWaves# #SolarisStarryStage#