Lucas Sacerdote🔋(@LucasSacerdote_):Must-read report by Terawatt PV Research on US Solar market. $CSIQ in second place. $FSLR ($20B mkt cap) is first place. $GLW (+$100B mkt cap) is tied in second with CSIQ. $TE , $TOYO , QCells, SEG, Illuminate, etc… all below $CSIQ , as they should. This is one of the first (high-quality) research reports that gives Canadian Solar the credit they deserve. Behind FirstSolar, they are the leading US manufacturer of solar modules. And the lead is widening. +$4.5B & 13GWs in CONTRACTED backlog. Customers are pre-paying for their orders and helping fund their mfg expansion. Neither customers, nor lawyers, nor consultants, nor tax equity financiers are seeing FEOC risks. Anyone who thinks $TE has some kind of lead, has clearly not studied this market enough… The slow bleeding has been extremely hard, but it will turn. The value embedded in this stock is MULTIPLES of their market cap.

2026.09.28 19:36

Must-read report by Terawatt PV Research on US Solar market. $CSIQ in second place. $FSLR ($20B mkt cap) is first place. $GLW (+$100B mkt cap) is tied in second with CSIQ. $TE , $TOYO , QCells, SEG, Illuminate, etc… all below $CSIQ , as they should. This is one of the first (high-quality) research reports that gives Canadian Solar the credit they deserve. Behind FirstSolar, they are the leading US manufacturer of solar modules. And the lead is widening. +$4.5B & 13GWs in CONTRACTED backlog. Customers are pre-paying for their orders and helping fund their mfg expansion. Neither customers, nor lawyers, nor consultants, nor tax equity financiers are seeing FEOC risks. Anyone who thinks $TE has some kind of lead, has clearly not studied this market enough… The slow bleeding has been extremely hard, but it will turn. The value embedded in this stock is MULTIPLES of their market cap.