[BipolarBob]

I sold mine last week. Eyeing gold and silver and maybe some solar if they go down.

[Attention Surplus Disorder]

I cannot frickin believe what some solar stock have already done this past week or two. I think you’d be late, but we’re in this kind of market, or at least we HAVE been, that the stuff that goes up keeps going up. I’m wary.

SEDG
ENPH

(not) FSLR

[Vermont Lt]

Solar is finished. Most panels are made in China. It won’t be back before the end of the summer.

Factories won’t be back open for at least 2 weeks.

Then another three weeks to get up and running.

Then 5 weeks to catch up with back orders.

Then six weeks to get it on a ship to here.

That’s 16 weeks at the earliest. That is going to make for a pretty crappy second quarter. And this assumes that 10% of their workforce is not dead or permanently suffering from organ damage.