Jim Cramer Rejects Buying First Solar on Margin

Group 1 - First Solar, Inc. (NASDAQ:FSLR) specializes in advanced thin-film solar modules, providing a cleaner alternative to traditional silicon panels [2] - The company was the top contributor in the third quarter of 2025, following an earnings beat and an upward revision in full-year guidance [2] - July bookings indicate that First Solar is regaining pricing power, supported by the Commerce Department's Section 232 investigation into polysilicon [2] - A strategic move to combine international front-end processing with domestic back-end assembly is expected to enhance margins for First Solar [2] - As developers gain clarity on the safe harbor rules related to the One Big Beautiful Bill Act, contract activity for FSLR is anticipated to accelerate [2] Group 2 - Despite the potential of FSLR as an investment, certain AI stocks are considered to offer greater upside potential and carry less downside risk [2]