Lucas Sacerdote🔋(@LucasSacerdote_):Sambath getting it. $CSIQ trading at less than their 2027 45X credits!! Insane. Also, not to underestimate how they are the only solar veteran operating in the US. That builds credibility in their ecosystem (customers, suppliers, etc). Sadly not in wall st, yet, but they will have their day. Last week i was speaking with an renewables credit expert. “You dont build a $700M factory without $700M in offtakes”. Well… CSIQ is building a $1.5B factory with +$4.5B in already signed and contracted offtakes. That speaks volumes on how much customers are trusting them to ramp up capacity. Every other contender is a novice in this space. Only CSIQ has already built and operated multi-GWs c-si solar factories. That lead compounds. Not sure what wall st and sell-side analysts are seeing, but the day of reckoning will come. Patience.

2026.09.28 23:27

Sambath getting it. $CSIQ trading at less than their 2027 45X credits!! Insane. Also, not to underestimate how they are the only solar veteran operating in the US. That builds credibility in their ecosystem (customers, suppliers, etc). Sadly not in wall st, yet, but they will have their day. Last week i was speaking with an renewables credit expert. “You dont build a $700M factory without $700M in offtakes”. Well… CSIQ is building a $1.5B factory with +$4.5B in already signed and contracted offtakes. That speaks volumes on how much customers are trusting them to ramp up capacity. Every other contender is a novice in this space. Only CSIQ has already built and operated multi-GWs c-si solar factories. That lead compounds. Not sure what wall st and sell-side analysts are seeing, but the day of reckoning will come. Patience.

Sambath@sambath47

2026.09.28 23:16

@LucasSacerdote_ One thing i admire about CSIQ, this industry has faced many mortalities but CSIQ has not only survived but reinvented each time. It’s funny, it’s market cap is below 45X credit next year. It will have it’s day , we need patience.