First Solar trades at 11x earnings with a 44 GW backlog and $13.5B contract value through 2030, while DCF models suggest 51% upside to $294 per share. Can this domestic solar giant sustain free cash flow above $1B as policy tailwinds evolve?
$FSLR.US $SMR $CEG
https://robopub.substack.com/p/first-solar-americas-solar-champion