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Maxeon Solar Technologies, Ltd (NASDAQ:MAXN) Q1 2024 Earnings Call Transcript

First Solar Stock (NASDAQ:FSLR): Cheaply Valued and Benefiting from AI

First Solar (NASDAQ:FSLR), a global solar energy solutions provider headquartered in Arizona, is a cheaply valued AI beneficiary that had been ignored by the market until recently. FSLR stock soared more than 30% between May 20 and 22 based on two pieces of news. First, UBS (NYSE:UBS) identified the company as a major winner of AI-driven electricity demand. Second, China pledged to support the solar industry by ending a price war that significantly impacted the sector’s profitability. I am bulli

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