First Solar Earnings: Growing Demand And Increased Bookings

First Solar (NASDAQ:FSLR) is a key player in the energy transition. The stock isn’t that cheap, but with the tax credits, it can be a rewarding investment.

To put my bull case succinctly, this is a call on whether governments around the world will continue to invest in solar energy as a key energy source away from carbon-intensive energy sources.

If there continues to be an appetite for solar-derived energy sources, and governments continue to be content to keep their wallets open, then First Solar will remain a rewarding investment.

Michael Wiggins De Oliveira

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