September 12, 2023
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 1-2), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. Last week, price changes in China…
August 30, 2023
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 1-2), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. Last week, price changes in China…
August 30, 2023
Is the US Housing Market Facing a Serious Problem N-Term (When Looking at the Host of Recently Available Data)? The SPDR S&P Homebuilder Index (XHB; NC) is up +36.1% YTD, significantly outperforming even the S&P…
August 22, 2023
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 14-15), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. Last week, price changes in China…
August 14, 2023
Cliff’s Offers to Pay a 42% Premium for US Steel, Effectively Crediting the Company for its “Best for All®” Strategy Before it’s Been Fully Executed (a huge plus for US Steel’s shareholders). Last night, we…
August 11, 2023
Our Take on the July CPI Report. In this note, we provide our take on the July CPI report. That is, with Consensus now pricing in the first rate hike as soon as the 3/20/24…
August 10, 2023
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 1-2), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. This week, price changes in China…
August 8, 2023
Zach Kirkhorn, Tesla’s CFO of Four Years, Announces his Immediate/Unexpected Departure Effective 8/4/23. Yesterday we learned that TSLA’s “young” 39yr old CFO decided to leave the company, unexpectedly (given, as recently as May, according to…
August 7, 2023
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 7-8), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. Last week, price changes in…
August 2, 2023
In this Note, We Discuss What Could Prove to be a Mar. 2020-Like Black Swan in 3Q23/4Q23. Is there a black swan coming this year that’s currently flying under the radar? In this note, we…
July 27, 2023
The Fundamental Question Sunnova Investors Must Ask the Company/Themselves is Simple: “Why Does it Appear Sunnova is Copying the Failed Silicon Valley Bank (“SVB”) Business Model”. While we get into NOVA’s dismal results in the…
July 26, 2023
So, How’s the Housing Market Shaping Up? In this note, we look at: (a) the recent Case-Shiller National Home Price Index data reported yesterday, as well as (b) US homebuyer debt-to-income ratios (“DTIs”) and downpayment…
July 20, 2023
Were Tesla’s “Other Income” Line Flat QoQ, EPS Would have Missed by “a Mile” (i.e., the beat came, entirely, from a one-time item). In 2021-22, TSLA benefitted from both an automotive parts shortage and automobile…
July 18, 2023
Is 2H23E Setting Up as Among the Best Opportunities in Years to Short Solar Stocks (and Particularly the “Parts Makers”)? In the analysis that follows, we attempt to address the question posed above, as well…
July 17, 2023
The Extent of the Q2 Price Cut will Determine Tesla’s Fate Regarding a 2Q23 “Modest” Miss and/or “Huge” Miss. In this note we detail while we expect TSLA’s 2Q23E revs/EPS to come in at $24.4bn/$0.80…