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X @Tesla Owners Silicon Valley
RT Tesla Owners Silicon Valley (@teslaownersSV)The world's largest Tesla Supercharger is now open! 🌟 We did a resiliency test before the 2 week Holiday surge.Tesla Oasis is a game-changer - it's the first majority off-grid charger, powered by 10 Tesla Megapacks and 11 MW Solar.This beast has 164 stalls, including 12 towing stalls, plus restrooms and a lounge.The site can handle a massive 15.8MW of total peak usage and battery storage! 🚀 our stress test in Lost Hills, CA, pushed 7.5 MW - huge success! This i ...
X @Tesla Owners Silicon Valley
"Once you understand Kardashev Scale, it becomes utterly obvious that essentially all energy generation will be solar. A relatively small corner of Texas or New Mexico can easily serve all US electricity."一 Elon Muskhttps://t.co/9jKrnBiKUy ...
X @Elon Musk
Elon Musk· 2025-12-21 00:21
Solar Energy Production - On December 20th at 3 p.m., solar energy supplied 33.33% of Texas's electricity [1]
X @Tesla Owners Silicon Valley
"Once you understand Kardashev Scale, it becomes utterly obvious that essentially all energy generation will be solar. A relatively small corner of Texas or New Mexico can easily serve all US electricity."一 Elon Musk https://t.co/UPPCWebwTg ...
X @Tesla Owners Silicon Valley
RT Zack (@BLKMDL3)The Worlds Largest Tesla Supercharger is officially open!Tesla Oasis is the worlds first majority off grid charger featuring 10 Tesla Megapacks and 11 MW Solar, allowing 15.8MW of total peak usage and battery storage.This site has 164 stalls including 12 towing stalls, restrooms and lounge.Today’s successful stress test in Lost Hills, CA yielded 7.5 MW. Thanks @TeslaCharging for having us!@wholemars @teslaownersSV @Brand0n @dezmondOliver @MdeZegher ...
X @Bloomberg
Bloomberg· 2025-12-16 08:08
New solar installations are expected to fall globally for the first time ever in 2026, according to a BloombergNEF forecast https://t.co/aCHlAfWdsh ...
First Solar's Technology Advantage Meets Exploding Solar Demand
ZACKS· 2025-12-15 22:46
Company Overview - First Solar is the world's largest thin-film photovoltaic solar module manufacturer, leveraging cadmium telluride (CdTe) semiconductor technology for efficiency and lower carbon emissions [1] - The company's production process requires less water, material, and energy compared to competitors, focusing on solar power plants and commercial utility projects [1] Industry Trends - Tesla CEO Elon Musk predicts that solar energy will soon become the dominant energy source due to its vast potential, economic viability, and scalability [2] - A study by the National Electrical Manufacturers Association (NEMA) indicates that U.S. electricity demand will increase by 2% annually, totaling a 50% increase over the next 25 years, driven by electric vehicles, robotics, and data centers [3][6] Financial Performance - First Solar's latest earnings report shows a 46% year-over-year growth in earnings per share and an 80% increase in revenue [9] - Zacks Consensus Estimates project continued double-digit growth in both revenue and earnings through 2026 [9] Sales and Earnings Estimates - Current quarter sales estimate for First Solar is $1.58 billion, with a year-over-year growth estimate of 4.23% [10] - Earnings per share for the current year is estimated at $14.60, reflecting a year-over-year growth of 21.46% [10] Manufacturing Capacity Expansion - To meet soaring demand, First Solar is investing in new manufacturing capacity, including a 3.7-gigawatt facility expected to be operational by late 2026 [10] Technological Advancements - First Solar is set to unveil new CuRe technology modules next year, which will enhance semiconductor performance and energy output [11] Market Positioning - The company is currently experiencing a pullback in stock price, presenting a potential low-risk buying opportunity for investors [12] - As global electricity demand rises and grid constraints become more pronounced, large-scale solar is increasingly critical to the energy mix, positioning First Solar favorably for future growth [14]
Wall Street Breakfast: Week Ahewad
Seeking Alpha· 2025-12-14 11:39
Economic Data and Earnings Reports - A busy week of economic data is anticipated, starting with the NAHB Housing Market Index on Monday, followed by significant reports on Tuesday including ADP Employment, Building Permits, Housing Starts, Core Retail Sales, and the Unemployment Rate [4] - Additional economic indicators will be released throughout the week, including MBA Mortgage Applications, Business Inventories, Continuing Jobless Claims, Core CPI, and Core PCE [4][5][6][7] Earnings Highlights - Companies scheduled to report earnings next week include Accenture (ACN), Nike (NKE), FedEx (FDX), and Carnival Corp. (CCL), among others [5][6][7] - Specific earnings spotlight dates include December 15 for Abivax (ABVX) and Ocean Power (OPTT), December 16 for Lennar (LEN) and Worthington Enterprises (WOR), and December 17 for Micron (MU) and General Mills (GIS) [5][6][7] REIT Sector Insights - The REIT sector is viewed as stable and beneficial, focusing on income generation through predictable long-term dividends rather than stock price volatility [8] - Potential benefits for the REIT sector are anticipated if the Federal Reserve cuts interest rates, which could lead to a market rally [9] - M&A activity is strong within the REIT sector, with 36 REITs exploring options since March 2022, indicating ongoing consolidation [10] - Future growth is expected in Healthcare, particularly senior housing, and certain Retail segments, along with the emergence of new REIT classes like "AI REITs" and "Solar REITs" [10] Investment Strategy - Young investors are encouraged to utilize REITs and the power of compounding dividends for long-term wealth building, with a recommended investment horizon of 25 to 50 years [11]
X @Elon Musk
Elon Musk· 2025-12-08 20:40
Project Overview - Chile's first utility-scale Megapack project is underway [1] - The project has a capacity of 225 MW (Megawatts) / 900 MWh (Megawatt-hours) [1] Technology and Manufacturing - The Megapacks are manufactured in Tesla's Shanghai Megafactory [1] Grid Impact - The system strengthens grid stability and supports the growing solar penetration in the region [1] Location - The project is located at @ColbunEnergia Celda Solar in the Atacama Desert [1]
X @The Economist
The Economist· 2025-12-07 15:00
Energy Access - Approximately 600 million Africans lack electricity access [1] Renewable Energy - Solar energy is emerging as a solution to Africa's electricity challenges [1] Energy Challenges - Solar energy alone cannot fully resolve the continent's power conundrum [1]