New solar installations are expected to fall globally for the first time ever in 2026, according to a BloombergNEF forecast https://t.co/aCHlAfWdsh ...

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]

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]

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]

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]

RT Jesse Peltan (@JessePeltan)China is the majority of electricity growth on Earth.3/4 of new supply is solar.That's the case globally, in China, in the U.S. — basically everywhere. ...

RT Mario Nawfal (@MarioNawfal)🚨🇺🇸 ELON JUST CALLED MEMPHIS ENVIRONMENTALISTS' BLUFF WITH 550 ACRES OF SOLARxAI announced 88 acres of solar panels around the Colossus supercomputer in Memphis. Environmental groups have been screaming about grid load and gas generators for months.Now they're getting 550 acres of renewable energy.Environmental activists claimed xAI would "strain the grid" and "rely on fossil fuels."Elon's response? Deploy more solar capacity than most cities see in a decade.The local state rep ...

[प्रशंसा] मेरा नाम जनक पटा मगन है। 40 साल की जर्नी है मेरी जिसको दो भाग में मैं बात करूंगी आपके साथ। अह पहला है बर्ली डेवलपमेंट इंस्टट्यूट फॉर रूरल वुमेन जहां पर आके मैंने चंडीगढ़ छोड़ के आके मैंने अपना जीवन समर्पित किया भाई पाइनियर के नाते और 2011 तक वहां सेवा देने के बाद मैंने और मेरे पति ने डिसाइड किया कि हम लोग अब एक गांव में रहेंगे। संस्था को लोगों को बहुत ऊंचाई पर जाने के बाद लोगों को हैंड ओवर करके चले जाइए। ऐसा ना हो कि हमारे जाने के साथ संस्था भी चली जाए क्योंकि ऐसा बहुत देखा था मैंने। ये मेरा फोटो ...

Starlight energy ftwJesse Peltan (@JessePeltan):China is the majority of electricity growth on Earth.3/4 of new supply is solar.That's the case globally, in China, in the U.S. — basically everywhere. https://t.co/eR31wIv0jM ...

AI in Space: Feasibility and Necessity - AI 在太空中的应用是不可避免的，前提是文明持续发展，需要确保文明呈上升趋势[1] - 为了达到 Kardashev 2 级文明（利用太阳能量的百万分之一），必须在深空部署太阳能 AI 卫星[1] - 地球仅接收太阳能量的约 1/2 billion（二十亿分之一），若要获得比地球可能产生的能量高 1 million（百万）倍的能量，必须进入太空[1] Cost and Efficiency of AI Compute - 在四到五年内，太空太阳能 AI 卫星将成为成本效益最低的 AI 计算方式[1] - 目前超级计算机的散热成本很高，在两吨重的机架中，1.95 吨用于冷却[1] - 在太空冷却芯片更容易，只需辐射散热，无需水冷[1] Energy Consumption and Scalability - 地球上的电力生产和冷却面临挑战，难以支持大规模 AI 计算[1] - 如果要实现每年 200-300 gigawatts（吉瓦）的 AI 计算，在地球上非常困难，这相当于美国平均年用电量的 2/3[1] - 达到每年 1 terawatt（太瓦）的计算量在地球上是不可能的，必须在太空实现[1] Advantages of Space-Based AI - 太空拥有持续的太阳能，无需电池，太阳能电池板更便宜，因为不需要玻璃或框架，冷却只需辐射散热[1]