Tyler Crowe

Matt, why don't we start with you, and then we'll go around the horn.

I went with First Solar.

This is going to sound a little unconventional, considering the current environment and the ending of tax credits for renewable energy and things like that.

But here is why I think this is going to be more important than people think.

Again, going back to that AI needs electrons sort of thesis, if you look out, there are a couple of things that are fast to deploy.

We've been talking about nuclear, but that's like five, six, seven years away.

Same thing, even if you were to talk about putting on a new coal plant, that's, again, five, six years.

The two things that can deploy quickly in terms of putting electrons into AI or onto the grid, it's natural gas and solar.

Those are, right now, the quickest to deploy.

Because of that, and the voracious demand that we are seeing for power these days, I think what's going to happen is,

AI companies that are trying to build all their own power packs, whether it be with natural gas or solar or whatever, to be behind the meter and not rely on the grid, I think they're going to have to go with natural gas for the next five years, because they're just going to be what is available.

First Solar is, when it comes to utility-scale solar in the United States, it's the biggest player.

It has focused almost entirely in the North American market.

It just brought two major manufacturing lines online in the past 12 or 18 months.

The details on the numbers are a little off.

But if there's somebody that's going to deliver power to these AI data centers, I think First Solar is going to be a big winner, and even without tax subsidies, because these companies are going to have to pay up to make this happen.

And I think that could really work well in First Solar's case.

John, what do you got?

Matt, John, thanks for sharing your thoughts.

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