POPULARITY
20 episodes with fslr
18 episodes with fslr
4 episodes with fslr
16 episodes with fslr
6 episodes with fslr
3 episodes with fslr
5 episodes with fslr
2 episodes with fslr
2 episodes with fslr
3 episodes with fslr
2 episodes with fslr
2 episodes with fslr
20 episodes with fslr
2 episodes with fslr
2 episodes with fslr
2 episodes with fslr
If it wasn't apparent already, the Federal government has made expanding the fleet of nuclear reactors a strategic priority. This week, the Department of Energy announced a new financing deal that will encourage the development of 10 new nuclear reactors in the U.S. Matt, Jon, and Tyler break down what this means and whether the companies in the industry will see big gains from it. Plus, Qualcom's investor day, IBMs breakthrough chip design, and investing in energyTyler Crowe, Matt Frankel, and Jon Quast discuss:- Qualcomm announced it wants to join the AI party- Where will Qualcomm's new chips come from?- IBM's new less-than-nanometer chip design- Nuclear power's getting even more government help- Mailbag: Where to invest in energy as a young investorCompanies discussed: QCOM, AAPL, SSNLF, IBM, NVDA, GOOG, INTC, CCJ, BEP, BAM, CEG, GEV, PWR, FSLR, NEE, VSTHost: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Luck is what happens when preparation meets opportunity. That's why it seems to many that I have an ability to find winners. I don't take every trade - but this week has seen $ONDS $FSLR $APP $RDDT and $DELL as HUGE winners that were all included in the newsletter and podcast as potential winners. I'm glad some listeners and readers got in on the winners. SIGNAL STACK LINK
SUMMARY DEL SHOW Futuros prácticamente planos mientras el mercado evalúa un posible acuerdo para extender el cese al fuego EE. UU. Irán por 60 días. El petróleo cae fuerte en la semana, pero sigue por encima de niveles preconflicto, así que inflación y Fed siguen en el centro. $DELL arranca FY2027 con ISG en récord por servidores AI, pedidos enormes y backlog histórico. La lectura es demanda desbordada, pero con el cuello de botella en componentes, especialmente memoria. $FSLR se dispara por expectativas de aranceles a polisilicio y por el tema de energía doméstica. En autonomía, $TSLA queda muy atrás en Texas frente a $GOOGL con Waymo, justo cuando se endurece la supervisión regulatoria.
Alissa Coram and Ken Shreve walk through Thursday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices
SUMMARY DEL SHOW Futuros en rojo suave después de que Trump llamara totalmente inaceptable la propuesta de Irán. Ormuz sigue mayormente cerrado y la presión en energía se mantiene, así que el tape vuelve a modo cautela. $NKE enfrenta demanda colectiva por precios subidos por aranceles y posible doble cobro si recibe reembolsos. $WMT revela que aún tiene posiciones en $SYM, $GDOT y $KLAR, con $SYM como la jugada grande de automatización. El crackdown a fábricas solares China linked frena el financiamiento de tax equity y deja proyectos en pausa. Esto presiona a $RUN y puede favorecer a $FSLR y Qcells, con ETFs como $TAN y $ICLN en el radar.
Charles Schwab's Kevin Horner says markets are getting thinner near all-time highs, but adds that sometimes, it's best not to fight the trend. He highlights bullish and bearish trends in the S&P 500 (SPX). Kevin turns to stocks in D-Wave Quantum (QBTS) and First Solar (FSLR) to shed a light on equities he sees have big moves after crossing key technical trends. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
In this Order Pad episode, Candice Bourke takes a deep dive into what is happening globally with rising oil prices
It's the most wonderful time of the year. No, We're not talking about the holdiays. We're talking about making stock investing predictions for 2026. This week, the team each give their 2026 hot takes on specific parts of the stock market along with three stocks on their radar Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Which AI company will reign supreme in 2026 - The case for the solar industry's outperformance - The long overdue revival of the housing market - Stocks on our radar Companies discussed: GOOG, FSLR, TSLA, GEV, GRBK, FND, ARRY, PLD Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
A spike in lithium prices led Baird to issue an upgrade for Albemarle (ALB). Diane King Hall notes the slight uptick in shares for the stock and talks about how this story applies to the metal rally seen in recent months. On the other end of the analyst spectrum, Jefferies issued a downgrade for First Solar (FSLR) while Piper Sandler downgraded Deckers (DECK) over Hoka's outlook. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
“Even I, at times this year, have been skeptical” of market strength, says David Nelson, but admits that markets keep heading higher and seem strong. It's not just the U.S., too – international equities are also hitting all time highs. He doesn't believe AI is in a bubble and says that growth solves a lot of things. “Until I see some evidence that the demand isn't there,” he expects the sector to keep running higher. His picks include Microsoft (MSFT), First Solar (FSLR), Honeywell (HON), and the UTES ETF.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Meme stocks, those companies that individuals love to speculate with, are roaring back in 2025. So much so that the Meme Stock ETF is coming back after being discontinued in 2023. Today's show breaks down how much staying power the meme stock ETF will have this time around. Also, we review Ferrari's less-than-stellar guidance for the next several years and cover stocks on our radar. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Ferrari's decision to pare its electric vehicle lineup and its lower 2030 financial guidance - Roundhill Investment's decision to relaunch the Meme Stock ETF - Stocks on our radar Companies discussed: RACE, TSLA, GM, LVMH.F, HESAY, RH, HOOD, SOUN, OKLO, BE, TGT, FSLR, FND, HD, LOW Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Jessica Inskip sees a disconnect occurring between U.S. consumers and SPX, highlighting trends she sees as concerning for future growth. On today's Big 3, she turns to companies she believes will become leaders in their industries even if economic volatility reemerges. Jessica expects Take Two Interactive (TTWO) to gain momentum from Grand Theft Auto VI and its targeted ad strategies. On McDonald's (MCD), she credits the value meal bringing lower-income consumers back to stores. She notes First Solar's (FSLR) near-term headwinds that weigh against long-term tailwinds. Rick Ducat dives into the technical trends he sees in the charts for all three stocks.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Scott Bauer joins Trading 360 with a trio of August expiry example options trades. First, he focuses on Chewy (CHWY) highlighting technical support around the stock's 200-day moving average. Then, Scott turns to First Solar (FSLR) and demonstrates a put spread trade. Last, he compiles a call spread strategy for Nano Nuclear Energy (NNE). Kevin Horner illustrates the chart patterns taking place for each stock. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Oh yes, we're talking all kinds of stocks! (00:21) Jason Hall and Matt Frankel discuss: - AI stocks in the data center space (including CoreWeave) - Winners and losers in energy and solar from the Big Beautiful Bill. - With Superman coming out, we rank the intellectual property of Warner Bros. Discovery, Comcast, Disney, and Netflix (19:11) Dave Schaeffer, founder and CEO of Cogent Communications, talks with Asit Sharma and Sanmeet Deo about how Cogent's deals with customers like Netflix and Meta Platforms work and what keeps him up at night. (32:39) Jason and Matt talk about Prime Day and other made up holidays and give us the stocks on their radar. Stocks discussed: CRWV, DLR, EQIX, AMZN, MSFT, BEP, BEPC, NVDA, CRM, CSIQ, RUN, FSLR, ENPH, TSLA, GEV, J, CEG, FLNC, WBD, CMCSA, DIS, NFLX, SOFI, CHD Host: Anand Chokkavelu Guests: Jason Hall, Matt Frankel, Asit Sharma, Sanmeet Deo, Dave Schaeffer Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Jason and Jeff discuss how to manage long-term investment strategies with short-term information. Inspired by a Patreon member's question, they delve into the challenges investors face when trying to balance immediate news and quarterly reports with the vision of holding stocks for decades. 00:15 The Origin of Today's Topic00:53 Balancing Short-Term Information with Long-Term Goals02:17 John's Suggestion and Our Approach04:44 Identifying Long-Term Value Drivers05:03 Secular Tailwinds and Industry Analysis06:44 Challenges in Renewable Energy and EVs11:18 Competitive Advantages in Investing13:55 Economic Moats and Market Disruptions23:23 Resilience to Economic Conditions28:03 Healthcare Technology and Long-Term Trends31:50 Discussing Intuitive Surgical's Long-Term Growth36:06 Amazon's Strategic Spending and Long-Term Vision39:00 Meta's Year of Efficiency and Market Recovery40:03 Evaluating Enphase and CrowdStrike's Market Position52:56 Investment Strategies and Portfolio ExamplesCompanies mentioned: AAPL, AMZN, BA, COST, CRWD, ENPH, FSLR, GOOG, ISRG, KO, MELI, MMM, ORLY, TSLA, NIO, S, SEDG, STEM*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest
Executive pay doesn't always make headlines, yet it can offer a surprisingly clear view of a company's next move. Host Ben Silverman sits down with Senior Analyst Amy Pessetto to show how changes in long-term incentives, performance metrics, and option grants may reveal where management is really focused. Sometimes before those priorities turn up on an earnings call.Tickers Discussed: ADT, FSLR, SAMIn this episode, Ben and Amy discuss:Options on the Rise: Why some companies are swapping portions of time-based RSUs for stock options, and what that shift suggests about risk appetite in 2025.First Solar's Comp Mix: A higher RSU weight and a shorter vesting schedule and what the revised package might mean for solar-sector bulls and bears.New CEO, New Metrics: How Boston Beer rewired its incentive plan around revenue growth after handing the reins to a new chief executive.Reading the Fine Print: Practical tips for spotting sandbagging, de-risking, or strategic pivots hidden inside proxy disclosures.From Data to Decisions: A step-by-step way to fold incentive-comp insights into your research process.Edited, mixed, and scored by Calvin Marty.
Solar stocks take a tumble. (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss: - Why solar stocks are falling today. - Lennar earnings. - How to think of your house: asset vs. investment. - Matt & Jason's top 3 homebuilders. Companies discussed: ENPH, RUN, FSLR, SEDG, CSIQ, LEN, GRBK, MTH, LGIH, DFH, NVR Host: Anand Chokkavelu Guests: Jason Hall, Matt Frankel Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices
Lennar (LEN) shares are on the move after 2Q earnings beat Wall Street estimates. First Solar (FSLR) and other solar energy companies are under pressure as the U.S. Senate proposes phasing out tax credits by 2028. And, T-Mobile (TMUS) falls after Softbank sells a significant stake in the mobile carrier. Tom White has the latest.
Jason and Jeff delve into the volatile market landscape of 2025. They discuss the implications of tariffs, inflation, and their personal investment strategies during turbulent times.02:29 Market Trends and Personal Portfolio Insights07:26 Tariffs and Their Impact on the Market17:28 Investor Strategies and Market Reactions24:54 Reflecting on Market Timing and Cash Management25:48 Changing Investment Strategies Over Time26:21 Challenges of Building Cash Reserves26:29 Debating Cash Deployment Systems27:19 Market Volatility and Investment Decisions29:13 Balancing Cash and Stock Investments31:42 Inflation and Market Reactions39:25 Concerns Over Government Debt and Bond YieldsCompanies mentioned: ASML, BBB, BEP, FSLR, KNSL, LOB, WD, WRBY*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest
Prosper Trading Academy's Charles Moon goes in-depth on three stocks that have experience volatile price action so far in 2025. He points out what investors should keep on an eye on when it comes to Affirm (AFRM), UnitedHealth (UNH), and First Solar (FSLR). Rick Ducat turns to the technical trends on today's Big 3.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
This week on Dividend Talk, Derek is joined by fellow Dutch investor DazZMikey as European DGI enjoys a well-earned holiday. Together, we go on a unique “Stock Safari,” exploring dividend gems far from our usual American and Western European terrain.Along the way, they reflect on macro news, dividend hikes and cuts, and how to handle markets you don't fully trust. Hope you enjoy
The U.S. just received a downgrade to its credit rating, should you worry? Last week, Moody's announced it downgraded the United States sovereign credit rating from AAA to Aa1. While a downgrade is important to understand and can have negative consequences for interest rates, this downgrade did not seem too problematic. I mainly say that because Moody's was the last major credit rating agency to have the U.S. at the highest possible rating. The first downgrade carried the most weight in my opinion as it had the highest shock value. Standard & Poor's was the first to move in August 2011 and the stock market fell 6.66% the session after the announcement. Fitch then lowered its rating on U.S. debt in August 2023 and the stock market lost 1.38%. After this Moody's downgrade the stock market seemed to have little reaction as it actually had a small increase following the news. While this downgrade may sound scary, I don't believe it will have long term consequences considering the fact that US debt is still viewed as a very safe asset. With that said, the US does need to address the growing deficit problem as further downgrades from these credit agencies could cause problems. Demand for electric vehicles is falling dramatically Electric vehicle sales in the month of April declined 5% while the overall car market grew by 10%. This is only the third monthly decline in four years for electric vehicles. The reason for the decline is consumers are watching their spending more than they have in a while and many of the deals and promotions for electric vehicles have disappeared. It was not just Tesla who had difficulty because of Elon Musk's political association, but even Kia, Hyundai and Ford experienced drops. Rivian was hit hardest on their R1T pickup truck as it saw a 50% decline in sales for April. With some of the crazy electric vehicle lease deals gone, consumers are also asking the question about charging related concerns. There are some car buyers who were considering buying an electric vehicle but they said it's not worth the stress of charging your vehicle all the time. It's just much easier to pull into a gas station that is always easy to find. This is only one month of electric vehicle sales and not a trend that has been going on for a while, but with the increased production of oil from OPEC and a large potential supply of oil in the future, gas prices should decline which takes away the incentive of paying more for an electric vehicle. High risk, private market investments are showing up in more 401(k) plans Another big 401K provider called Empower who oversees $1.8 trillion in 401(k) assets for about 19 million people has decided it will start allowing private credit, equity and real estate in some of the accounts they administer later this year. I think this is a terrible idea for investors. I have seen the back end of these private deals and many times investors have made no money from them and can only get out a little bit of their money at a time, while they are suffering from low returns and high fees. No surprise Wall Street loves these private market investments because of high fees, which range anywhere from 1% to 2% of the portfolio balance on an annual basis. One way they are trying to sneak in the private market funds is with a 10% allocation in the popular target date funds. This is pretty sneaky because you may be thinking you're getting a pretty conservative stock and bond fund that becomes more conservative as you get older, but with a 10% allocation in these private assets I believe it will increase the funds risk and lower the returns going forward. As always, the bankers on Wall Street only care about generating more fees, and don't care if investors lose money as long as they bring in their billions of dollars in profits. If you see these in your 401(k) options, cross them off the list and stick to the traditional long-term investments that have worked for so many years now. Financial Planning: Who Benefits from the new SALT proposal? The current SALT deduction allows taxpayers who itemize to deduct up to $10,000 of certain state and local taxes, most importantly their state income taxes and property taxes, from their federal taxable income. The new proposal in the House bill would raise this cap to $40,000 for households earning under $500,000, with a phaseout that fully eliminates the expanded deduction at $600,000. Married and single tax filers alike with incomes over $600,000 would be subject to the $10,000 SALT limit. This change is intended to benefit middle- and upper-middle-income taxpayers in high-tax states, while limiting the benefit for higher earners. The proposal also includes annual 1% inflation adjustments beginning in 2026. If the bill is signed into law in its current form, the larger deduction would apply beginning in tax year 2025. If passed, tax payers who make less than $600k in high tax states who own a home with a mortgage will see the biggest tax benefit and they may want to adjust their tax withholdings or estimated tax payments to account for it. However, the bill has not passed the Senate, and the final terms are likely to change. Companies Discussed: CAVA Group, Inc. (CAVA), First Solar, Inc. (FSLR), Levi Strauss & Co. (LEVI), & UnitedHealth Group Incorporated (UNH)
Following First Solar's (FSLR) recent rally, Scott Bauer with Prosper Trading Academy sees short squeeze potential in SolarEdge (SEDG). He also offers a bullish perspective on Vertiv (VRT) while expressing bearishness for Valero Energy (VLO). Rick Ducat turns to the technical trends he sees in the charts.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Maheep Mandoli discusses the solar space, which he believes is due for a rebound as two major overhangs - the Inflation Reduction Act and tariffs - are addressed. Mandoli expects investors to return to solar stocks, which have been trading at low valuations since before the 2024 election. He also shares his top pick, First Solar (FSLR) which he thinks can benefit from nearshoring and has a competitive pricing advantage.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
First Solar (FSLR) rallied more than 22% and closed as the SPX's top performer... but some investors may have missed the big move. George Tsilis points to reports that the House GOP budget will cut but not fully remove tax credits for wind and solar energy. Analysts on the name upped bullishness for First Solar after those reports hit the wire.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
"We need to be cautious heading into the weekend" with China trade negotiations, says Prosper Trading Academy's Scott Bauer, though he sees opportunities in corners of the stock market. He talks about why he's watching Affirm (AFRM), Crocs (CROX), and First Solar (FSLR). Rick Ducat dives into the charts of each stock.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
One of the more highly anticipated earnings events is on deck, as Tesla (TSLA) reports its quarterly figures this afternoon. UPS (UPS) gets a downgrade at Wells Fargo and cites elevated parcel pricing risks from tariffs. And, First Solar (FSLR) shines after international competitors face heightened trade pressures. Tom White examines today's biggest premarket movers.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
arkets surged Tuesday as investors gauge potentially positive trade deal developments emanating from the White House. But, the biggest event of the day took place after the closing bells, as Tesla (TSLA) reported its latest quarterly figures. The EV maker missed on both the top-and-bottom line and said it would revisit its guidance. Elsewhere in earnings, Aerospace and Defense stocks reported mixed results as Northrop Grumman (NOC), Lockheed Martin (LMT) and GE Aerospace (GE) were among today's notable movers. Finally, First Solar (FSLR) popped on tariff policy that will help it compete against Chinese solar cell manufacturers. Caroline Woods has the latest from the NYSE site.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
A down market is a staircase - not a slide. Be careful, but there are some opportunities out there. Is Bitcoin catching up to gold? Get the Top 10 stocks of 2025 from Seeking AlphaTRENDSPIDER EASTER SALE - SAVE ALMOST 40%Click this link - Then email me at dailystockpick3@gmail.com and I'll send you the welcome letter with everything to import to your setup with any annual plan 1. Not to worry anyone, but 4 out of 11 times the Dow has been down in history have happened in the last 2 months. 2. What factors are concerning3. Should you buy now? 4. 200 day moving average - here's a scanner because 75 % of stocks are now under that key average5. Trump DOJ taking on big tech 6. The world is beating the US 7. $AMZN - it's just cheap 8. $FSLR - is this the time to buy with tariffs? 9. $NVDA under $10010. $META under $50011. $TSLA earnings12. Mag 7 earnings preview13. Crypto - is Bitcoin catching Gold? TRENDSPIDER SALE - best offer available -https://linktr.ee/dailystockpick Sign up at the top link (use code DSP25 if prompted) Email me at dailystockpick3@gmail.com I'll send you all the algorithms, watchlists and scanners that you see me use each and every day.Social Links and more - https://linktr.ee/dailystockpick SEEKING ALPHA BUNDLE - save over $150 SEEKING ALPHA PREMIUM - my $30 off coupon for a limited time Watch this episode on YouTube with video to see how Steve from Seeking Alpha uses the tool to navigate on picking stocks. Want to beat the S&P? Sign up for Alpha Picks here.FREE NEWSLETTER WITH CHARTS - subscribe at DAILYSTOCKPICK.SUBSTACK.COM
It's time once again to dust off David's old writings and pull some lessons forward into the light of today. We discuss re-recs and buying stocks that you already own, annual predictions, risk ratings, and keeping a record of your investment decisions. We look back to be smarter about looking forward! (5:52) Introduction to May 2003 Issue (16:00) New Year's Resolution (24:47) Risk Ratings For New Members (32:35) What is in Front of One's Nose Companies Discussed: BIDU, FSLR, AMZN, GILD, NVDA Host: David Gardner Producer: Rick Engdahl
First Solar (FSLR) trading was volatile following its latest earnings after the closing bell. George Tsilis notes DOGE as an institution pinning pressure on the stock, though he argues its valuation remains attractive to investors.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Unusual options trading activity in Nvidia (NVDA) once again catches Tom White's attention on today's Options Corner. He looks at a bearish example trade surrounding the A.I. giant to close out 2024. He also weighs a bearish trade on First Solar (FSLR) and a bullish Wynn Resorts (WYNN) trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
What goes up – sometimes comes down. Heading into the fat part of end of year seasonalit. An update on the Chili Cookoff. Guest, Frank Curzio – Curzio Research - the outlook into the end of the year. NEW! DOWNLOAD THE SHOW NOTES Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged. Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance. Follow @frankcurzio Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (TSLA), (IWM), (AAPL), (FSLR), (PLTR), (AMZN), (META), (RDDT)
Major changes to the Dow Jones you should know about! The Dow Jones has changed again as Nvidia (NVDA) replaced Intel (INTC) and Sherwin-Williams (SHW) replaced Dow Inc. (DOW). The most recent change in the Dow Jones came on February 26th when Amazon (AMZN) replaced Walgreens (WBA). With the addition of Nvidia, much of the Mag Seven will now be present in the Dow Jones. As I mentioned Amazon was recently added, but Apple and Microsoft have been components for many years. It seems the Dow has really lost relevance as it has trailed the S&P 500 and Nasdaq in popularity and performance. I worry adding NVDA at this point in time could be buying high and at times the committee has had poorly timed decisions. Back in August 2020 the committee ended up doing a three-company swap as they eliminated Exxon, Pfizer, and Raytheon and added Amgen, Honeywell, and Salesforce. The interesting swap was Exxon (XOM) for Salesforce (CRM) considering XOM is up close to 200% not including dividends during that time period while CRM is up just around 10% during the same timeframe. Another poor decision came back in June 2018 when the committee swapped General Electric (GE) for Walgreens (WBA). Since the switch GE is up over 180% and I don't believe that return even includes the benefit of the spinoffs GE Vernova and GE Healthcare, which would make the return even more attractive. During the same timeframe, Walgreens has had a rough time and the stock has actually fallen over 80%. While some maybe excited about the move, I wouldn't be surprised if Intel actually outperformed Nvidia over the next 5 years. The election is over, what investors should do now! My belief is that your plan should not have a drastic change after the Trump win, but there may be small changes to keep an eye on. The first thing I would tell people is to be careful chasing proposed winners or selling potential losers this early in the game. Ultimately, we don't know exactly what policy changes he will be able to implement and we don't even know at this point who will fill his cabinet. I was bullish on financials before the Trump win, but now that he will be entering office the group will likely benefit from a more relaxed regulatory environment compared to the current administration. Regional banks in particular look like they could be big beneficiaries, but be careful as many already had a big first day move after the election results. I was somewhat surprised to see big tech as a big winner as well, but it seems in today's world everything is good for big tech. If you have been following us, you know we are skeptical of many of these big tech companies due to excessive valuations and frankly I just don't see how a Trump presidency would be overly positive for the group. Especially considering both Trump and VP elect JD Vance have been critical of the group in the past. I would not be surprised to see continued regulatory pressure for some of these companies even after the change in the White House. Health care is also an interesting sector with Robert F. Kennedy Jr. being a large part of the Trump campaign considering his criticisms of vaccines and the food system. While this is something to keep your eye on, I don't believe the group is completely doomed and in fact you could find some opportunities if stock prices continue to be pressured. Green energy is also in the cross hairs and many of these companies saw large declines after the results. While this may be an area of concern if the Inflation Reduction Act is repealed, I believe investors may be able to find some good opportunities if these businesses can maintain profits especially considering our need for more energy. At this point in time, I would wait for more clarity on that space as changes to tax credits could totally disrupt the current earnings picture for many of these businesses. Overall, you may be excited or disappointed with the results, but ultimately the strategy of investing in good quality companies at fair prices over the long term should not change! Do you think you will be able to retire when the time comes? At Wilsey Asset Management we continue to work very hard to encourage people to invest for retirement and also to invest wisely so they can retire at a reasonable age. What is a reasonable age? Most would say 65 but in recent surveys the average age is 62, that's a surprise to me. What is also a surprise is that in 2002 the average age of retirement was 59, and in 1991 it was 57. Could it be because people are living longer and are getting bored in retirement for 20 years or longer? I'm not sure of the reason why but it seems like we have to work a little bit harder based on a survey from New York Life that says 22% of retirees think they may never be able to retire. I have often said getting old is not that great but getting old and not having a good investment portfolio, well that can be devastating. Be sure you are taking advantage of workplace retirement plans, IRAs, or even investing in a tax advantaged brokerage account. Is Your Social Security Taxable? Social Security benefits are taxable, but they are not treated like any other source of income. Currently there are only 9 states that tax Social Security: Colorado, Connecticut, Minnesota, Montana, New Mexico, Rhode Island, Utah, Vermont, and West Virginia. The remaining states do not tax it so the majority of Americans do not need to report it on their state returns. Since this income does not take up any room in state tax brackets, it is much easier to keep taxable income lower in retirement at the state level. On the federal level, between 0% and 85% of Social Security benefits is reportable as income, so at least 15% is tax free. The lower someone's income is in retirement, the greater chance that a larger portion of their Social Security will be tax free. The ratio of taxable to non-taxable benefits is based on “combined” income which is a Social Security Administration term that includes ½ of Social Security benefits plus all remaining income sources. If a married couple's combined income is less than $32,000, none of their benefits are taxable. If combined income is between $32,000 and $44,000, up to 50% of benefits are taxable, and if combined income is greater than $44,000 then up to 85% of benefits are taxable. If these parameters seem low, that is because they were created in 1983 and have not been indexed for inflation. In the 80's, $32,000 and $44,000 was a relatively high level of retirement income so most people did not have to pay taxes on it. Over the last 4 decades as income levels have naturally risen due to inflation, more and more recipients are forced to pay taxes on their benefits. It is unfortunate that Social Security is taxable at all because it used to be tax free prior to 1983. Now we are taxed in retirement when we receive it, and we are taxed on the income we earn that is used to pay into Social Security while we are working resulting in double taxation. It is possible to structure retirement income in a way that reduces the taxation on Social Security, but it is getting increasingly harder to do so. Companies Discussed: First Solar, Inc. (FSLR), Five Below, Inc. (FIVE) & Sherwin-Williams Company (SHW)
Rob Uek calls First Solar (FSLR) the best name in the solar industry. Despite that, it disappointed in earnings as the industry struggles through uncertainty. He hopes next week's presidential election outcome will shed light on the outlook. Brett Castelli also points to another potential bright spot: First Solar's market share in the U.S. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Earnings season rolls on as markets remain near all-time highs. General Motors (GM) posts a big earnings beat, 3M (MMM) shares move to a multi-year high after its earnings, and First Solar (FSLR) sees an upgrade ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
In our August First (Second) Friday Livestream we take live questions, discuss earnings, review the July portfolio contest results, and speculate on why Warren Buffett is hoarding cash. Companies mentioned: ALVOF, BIPC, BTI, EQNR, FSLR, HSY, LMND, LOB, MELI, MO, NVDA, TTD, UPST ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA== ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted ****************************************** Investing Unscripted is brought to you by Public.com* *Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
Join us for an insightful Market Mondays discussion as we tackle some of the most pressing questions in the financial world today. Is the market rigged to stay at an all-time high, or should we brace for a pullback? We'll delve into where the market is headed from here and share our end-of-year targets for the S&P 500 and Nasdaq.We'll also discuss AMD's stock price in the wake of Nvidia's 10:1 split. Is this the best time to buy NVDA, and should we consider selling AMD and TSM from our portfolios? We'll explore whether Nvidia could eventually become the number one company in the world and if it should be added to the Dow.In this segment, we interviewed Wally Adeyero and Rep. Lauren Underwood about the Treasury Department's latest moves. Should we expect a market crash or correction following the presidential election, and how will the market react based on the outcome?We'll also evaluate investment opportunities in companies like Archer and discuss the impact of SpaceX on Tesla, comparing which of the two might be a better investment. Additionally, we'll identify the three most overhyped sectors in investing right now: EV, biopharma, and weed stocks.In our "Dead or Alive" segment, we analyze the prospects of companies like KLAC, KO, Ralph Lauren, TPR, FSLR, EOG, CNC, and INCY. Lastly, we'll consider whether Trump genuinely believes in crypto after his previous criticisms and discuss the implications of delaying the retirement age to maximize Social Security benefits.#MarketMondays #Investing #StockMarket #Nvidia #AMD #TSM #S&P500 #Nasdaq #Election2024 #Retirement #Crypto #Finance #WealthManagement #SpaceX #Tesla #Archer #OverhypedSectorsOur Sponsors:* Check out Monarch Money: monarchmoney.com/MONDAYSSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
The Dow Jones industrial average briefly crossed the 40,000 level but backed off highs by the close along with the Nasdaq and S&P 500. Decliners beat advancers on both exchanges by a small margin after the Nasdaq confirmed the latest uptrend Thursday with a follow-through day. First Solar is approaching an alternate entry; Hartford Financial gave an early buy signal as it forms a flat base; MercadoLibre is trying to clear a new entry.
As our Secretary of Energy says, deploy deploy deploy! It's incredible to see how hard we're pushing to modernize the grid, but, we also must maintain and ensure solar projects are delivering on every kilowatt hour that we promised. Today's guest has been delivering on those promises for nearly two decades. Josh Fraughton, a renewable energy veteran with nearly two decades of experience in the solar industry, has seen firsthand the increasing need for a stable supply chain for solar O&M. He founded his company, R7 Supply (Now part of RNWBL), to address this need and successfully exited just 18 months later (proving his keen ability to see ahead of the curve). Today, he shares his entrepreneurial journey with us. Expect to learn:Josh's story of going from boots-on-the-roof as an installer to orchestrating O&M and supply chain operations for industry giants.A business idea to address a need in the solar industry that Nico and Josh both believe will be hugeJosh's plan to tackle obsolescence in solar components and ensure that systems remain efficient and viable over time.How well-intentioned entrepreneurs are creating their own inflation in the solar industry. Don't miss out – press play to learn more about optimizing the O&M side of the solar industry and Josh's extensive experience solving the industry's problems.If you want to connect with today's guest, you'll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.SunCast is proudly supported by Trina Solar.You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.Remember, you can always find resources, learn more about today's guest and explore recommendations, book links, and more than 650 other founder stories and startup advice at www.mysuncast.com.Subscribe to Valence, our weekly Linkedin Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/You can connect with me, Nico Johnson, on:Twitter - https://www.twitter.com/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus
First Solar's Q4 2023 earnings call, unedited
Our economist says the economy is setting up for a goldilocks growth period and joins us to make her case. Plus, the countdown to a partial government shutdown is back on, and it seems that time is the biggest hold up. We'll speak to a Washington policy analyst to explain. And we've got the action, the story, and the trade for First Solar, Lemonade, and SquareSpace on today's Earnings Exchange.
First Solar (FSLR) is the best exposed to manufacturer production tax credit tailwinds, notes John Miller. He talks about how U.S. policy framework is affecting the solar energy industry. He tracks ESG trends, and talks about if the sun can shine on solar manufacturing. He goes over how it is important to invest in solar stocks that have an effective and resilient policy framework. he also looks at some key narratives to watch in 2023 which are focused on how stridently the UFLPA will be enforced, along with details of IRA implementation guidance. Tune in to find out more about the stock market today.
Tune in for three trade ideas from Katie, Mike and Nick!Mike buys a put calendar spread in ADBE for earnings.Nick buys a put diagonal spread in FSLR to fade the recent rally.Katie buys /M6A
Tune in for three trade ideas from Katie, Mike and Nick!Mike buys a put calendar spread in ADBE for earnings.Nick buys a put diagonal spread in FSLR to fade the recent rally.Katie buys /M6A
Charles Harris, a portfolio manager at O'Neil Global Advisors, shares his studies on secondary market indicators. While they can give you a good overview of sentiment, he warns that their timing may not be as precise. It can be tempting to anticipate bounces at oversold levels but he makes the argument for waiting until you get a follow-through day. Harris also discusses leading stocks like Celsius (CELH), Shockwave (SWAV) and First Solar (FSLR). For the video version, visit investors.com/podcast
We know that not all follow-through days work, so how can you trust them when they appear? Ross Haber of TraderLion walks through his steps for navigating a follow-through day. He starts by trusting the quantitative aspect but verifies strength with qualitative indicators as well. That's with the breadth and progress of the leaders. He wraps up with a discussion of Cadence Design Systems (CDNS), Karuna Therapeutics (KRTX) and First Solar (FSLR). For the video version, visit investors.com/podcast.
July jobs report shows opposite of a recession. NVDA issues not-so-good Q2 pre-announcement. Meme(s) on the move again; BBBY, AMC, BB. Climate bill lifts solar names; FSLR, RUN, SOL.Leftovers - My how times have changed For 25-34 year olds.
July jobs report shows opposite of a recession. NVDA issues not-so-good Q2 pre-announcement. Meme(s) on the move again; BBBY, AMC, BB. Climate bill lifts solar names; FSLR, RUN, SOL.Leftovers - My how times have changed For 25-34 year olds.
© 2020-2026 Ivy Podcast Discovery LLC
