FSLR
First Solar, Inc.
stock NASDAQ

Lol
Midterms in November, Democrats probably taking back some seats
This is the most unpopular president we've had in recent history, so a Democrat is probably the next president
Yes, I'm think of loading up on green energy over the next few months , given Democrats are more supportive of green energy
I like ENPH and FSLR, but don't currently own either. Watching them for a good entry.

Calls FSLR

Lol
Midterms in November, Democrats probably taking back some seats
This is the most unpopular president we've had in recent history, so a Democrat is probably the next president
Yes, I'm think of loading up on green energy over the next few months , given Democrats are more supportive of green energy
I like ENPH and FSLR, but don't currently own either. Watching them for a good entry.

Calls FSLR

Since PYPL has ripped and I dont want to add to that anymore the companies that will be getting most of my deployable capital will be FSLR and UBER.
Uber still isnt cheap but the price has been consolidating for the last 5 months. I gotta look more into the balance sheet and filings.
Selena you got anything interesting atm?

Credit to twitter - [https://x.com/thebuildout\_co](https://x.com/thebuildout_co)
Most of the lists are stopping at Layer 1 the big guys, but the real value lives in really going much much deeper.
The big names might give us 1.2-1.5x, but there are some small caps name in there which I already found interesting that might really have a chance at going 5-10X
*510 publicly listed companies mapped by physical supply-chain layer. Software-only names excluded — this is the physical buildout. Tickers sorted by market cap.*
**LAYER 1/10 — COMPUTE & SILICON (105)**
* **Design the Chip (11):** ARM, MRVL, CDNS, SNPS, NVTS, AIP, CEVA, SVCO, QUIK, ATOM, IPWR
* **Build the Machines That Make the Chip (23):** ASML, AMAT, LRCX, KLAC, A, MTD, MKSI, ONTO, NVMI, CGNX, TKR, BRKR, NPO, ACMR, NOVT, ESAB, UCTT, IPGP, ACLS, VECO, ICHR, BHE, ASYS
* **Give the Machines the Raw Materials (28):** LIN, APD, Q, PPG, VLTO, ENTG, DOW, DD, GGG, SOLS, ESI, MTRN, CE, CBT, AVNT, CECO, CC, AXTI, OLN, HUN, USAR, PLAB, LWLG, ONT, GSM, LXFR, ASPI, BSIN
* **Manufacture the Chip (11):** TSM, STM, UMC, GFS, TSEM, VSH, DIOD, LASR, PDFS, SKYT, KOPN
* **Package the Chip (15):** ASX, EMR, TER, AMKR, FN, NDSN, TTMI, FORM, RAL, CAMT, KLIC, COHU, ROG, AEHR, SHMD
* **The Finished Chip (17):** NVDA, AVGO, AMD, INTC, TXN, QCOM, NXPI, CBRS, MCHP, ON, TDY, LSCC, ARW, ALGM, MXL, SLAB, AVT
**LAYER 2/10 — SERVERS, RACKS & NETWORKING (69)**
* **Assemble the Server (15):** DELL, HPE, ROK, FLEX, CLS, JBL, CW, HPQ, SNX, SMCI, SANM, PLXS, MRCY, TSSI, LTRX
* **Memory for the Server (4):** MU, RMBS, PENG, NLST
* **Storage for the Server (6):** SNDK, STX, WDC, NTAP, P, SIMO
* **Power Regulation for the Server (12):** ADI, MPWR, HEI, VICR, LFUS, POWI, BELFB, KN, WOLF, VPG, AOSL, RELL
* **Transmit the Data (11):** GLW, CIEN, LITE, KEYS, COHR, CRDO, MTSI, SMTC, VIAV, AAOI, FABC
* **Keep the Server in Sync (2):** SITM, SWKS
* **Connect Servers to Other Servers (9):** CSCO, ANET, ALAB, NOK, FFIV, IESC, LUMN, DGII, ADTN
* **Run the Cables (10):** APH, MMM, TEL, WCC, BDC, UNIT, PLPC, CLFD, RFIL, OCC
**LAYER 3/10 — POWER & COOLING SYSTEMS (48)**
* **Cool the Chips (7):** PH, ECL, AME, DOV, IEX, HLIO, KULR
* **Cool It Down (27):** TT, JCI, HON, CARR, FERG, IR, XYL, MAIR, MOD, CR, MLI, AIT, WTS, SPXC, DCI, AAON, FLS, ZWS, GTES, GTX, ATMU, DXPE, HTO, GRC, NWPX, AIRJ, AP
* **Power the Server & the Room (14):** ETN, VRT, NVT, RRX, AEIS, POWL, ENS, ST, ATKR, SHLS, ALNT, MEC, MEI, NNBR
**LAYER 4/10 — THE BUILDING (59)**
* **Build the Building (47):** CRH, URI, NUE, MTZ, AMRZ, OTIS, STRL, JLL, J, LECO, SWK, RPM, TRMB, ALLE, WLK, OSK, ACM, TTEK, STN, SSD, FLR, CMC, AWI, PSN, ROAD, GVA, HRI, TEX, CIGI, WSC, KNF, AZZ, TPC, TTAM, MGRC, WOR, TH, TIC, ICFI, WLDN, ORN, BBCP, BWMN, MTW, TBI, VATE, SLND
* **Wire Up the Building (12):** FIX, EME, APG, DY, AYI, CNM, ECG, MYRG, LGN, PRIM, LMB, OESX
**LAYER 5/10 — ON-SITE POWER (25)**
* **Secure the Power (25):** TSLA, CAT, CMI, BE, BKR, WWD, GNRC, BWA, KGS, FELE, SEI, LBRT, FLNC, CYD, PUMP, EOSE, FCEL, HYLN, NRGV, NKLR, PKOH, TGEN, FTEK, PPSI, GWH
**LAYER 6/10 — GRID CONNECTION (13)**
* **Deliver the Power (13):** PWR, ABB, SRE, EXC, PEG, CNP, HUBB, VMI, ACA, SXI, CTRI, CTOS, AMSC
**LAYER 7/10 — POWER GENERATION (62)**
* **Generate the Power (62):** GEV, NEE, HWM, SO, DUK, CEG, AEP, D, VST, ETR, XEL, PCG, WEC, DTE, AEE, NRG, EIX, FE, PPL, FSLR, CMS, NI, EVRG, LNT, TLN, BWXT, NXT, PNW, AES, OGE, BEP, AGX, OKLO, IDA, FRVO, CWEN, ORA, TXNM, POR, ENPH, BKH, HASI, NWE, MDU, TAC, MIR, AVA, SMR, RNW, BW, AMRC, TE, CSIQ, ARRY, NNE, HNRG, IMSR, MTRX, XE, NPWR, BWEN, FTCI
**LAYER 8/10 — FUEL & RAW INPUTS (73)**
* **Fuel & Raw Inputs (73):** XOM, CVX, BHP, UNP, RIO, SCCO, ENB, WMB, FCX, KMI, SLB, TRP, ET, VALE, MPLX, OKE, OXY, MT, CCJ, VMC, MLM, STLD, EQT, TECK, CRS, PBA, DVN, ATI, L, EXPD, SQM, RS, ALB, DTM, AA, TFII, WTRG, GTLS, HBM, MP, GGB, TTC, RRC, KEX, UGI, LSTR, FSS, EXP, NXE, SBSW, CLF, UEC, OGS, CENX, MWA, CRK, CLMT, HP, LEU, USAC, KMT, NEXT, WS, DNOW, RYZ, CRML, URG, MG, PPIH, MMLP, ATLX, WWR, ATCX
**LAYER 9/10 — OWN & OPERATE THE DATA CENTER (35)**
* **Own the Real Estate (14):** BX, PLD, EQIX, AMT, BAM, DLR, IRM, TPL, SBAC, CORZ, TRNO, GDS, LB, NMRK
* **Operate the Data Center (21):** KKR, CBRE, BIP, HUT, WULF, CIFR, APLD, GLXY, RIOT, GXO, MARA, CLSK, CWK, BTDR, DBRG, KEEL, KD, ABM, VNET, WYFI, CCOI
**LAYER 10/10 — RUN THE WORKLOAD (21)**
* **Run the Workload (21):** GOOGL, MSFT, AMZN, META, ORCL, NET, NBIS, CRWV, BCE, AKAM, TU, IREN, DOCN, HII, SAIC, HIVE, BTBT, UIS, CHRN, AGPU, MOVE

That said, I think the real story here isn't Google or even solar—it's the **battery storage ratio**. 2.9 GWh for 1.6 GW initial = \~1.8 hours of storage, which is actually on the lighter side for a data center VPPA. That tells me they're layering this with other resources (maybe gas or other contracts), not going all-in on solar+storage alone. Worth watching what else they sign.
Still, the domestic content angle is real, and this is a solid confirmation trade for anyone already in FSLR or the broader utility-scale space.