tape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice

FSLR

FSLR - equity - source-backed public claims only.

2published claims

2 longbullish claims

0 shortbearish claims

Asset timeline

Dwarkesh Podcastyoutube/ Aug 15

person

FSLRAmerica could copy-paste fully automated solar factories and catch China in two years, with cheaper gas and better automation, if it just cut the checks.

directional thesisLONGpublishedyoutubenot a verified trade

FFSFSLRLONG

America could copy-paste fully automated solar factories and catch China in two years, with cheaper gas and better automation, if it just cut the checks.

$199.95

— pending

SourceChina is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer

“The idea that the United States cannot compete against that with mostly or fully automated solar panel manufacturing in the United States, which has cheaper natural gas by far, abundant oil, abundant human resources, great financial capacity, world-leading automation, et cetera, et cetera, is crazy. Like we could literally copy-paste solar manufacturing factories.”

evidence attachedpaste author pricesource span5:47

Dwarkesh Podcastyoutube/ Feb 5

person

FSLRThe biggest US-made solar manufacturer gets a tailwind as a tariff wall and tax credits reward domestic panels while cheap Chinese silicon crushes everyone built on it.

directional thesisLONGpublishedyoutubenot a verified trade

FFSFSLRLONG

The biggest US-made solar manufacturer gets a tailwind as a tariff wall and tax credits reward domestic panels while cheap Chinese silicon crushes everyone built on it.

$234.36

— pending

SourceElon Musk – "In 36 months, the cheapest place to put AI will be space”

“We are going to make solar. Okay. Yeah, great. Both SpaceX and Tesla are, are building towards 100 gigawatts a year of, of, uh, solar cell production.”

evidence attachedpaste author pricesource span07:30

JSON

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AISO tracks public statements, not verified portfolio positions. This is not financial advice.