First Solar's Cloudy Future

Core Viewpoint - First Solar's stock appears undervalued, but the company's profitability is heavily dependent on government subsidies, indicating a significant risk in its demand sustainability [1] Group 1: Company Dependency on Subsidies - First Solar relies on subsidies to maintain its profitability, suggesting that without these financial supports, the company could face serious challenges [1] - The analysis highlights that the demand for First Solar's products is a critical issue, raising concerns about the company's future performance [1] Group 2: Market Context - The stock prices referenced are from May 2, 2025, indicating a specific timeframe for the analysis of First Solar's market position [1]