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Dear Reader,
One of America's most respected AI insiders just issued a major buy alert for August 31st.
Keith Kaplan has already invested $17 million directly into his own AI research and tools and built a platform that 180,000 people worldwide now use in the stock market.
He famously called the 2020 crash early, while dramatically escaping from London on one of the last planes out before lockdown.
Now he says there's a handful of stocks you need to buy before the end of this month, to set yourself up for 1,000% potential returns in the near future.
Everything you need to know is revealed FREE right here.
Put simply, after spending millions of dollars on AI research, hiring a former NSA codebreaker and Pentagon insider…
Keith is unveiling a revolutionary new approach to AI stocks, which could make you $100,000 more than owning high flying tech names like Microsoft or Meta.
If you're worried the AI boom is passing you by, he predicts it's the fastest way to avoid getting left behind.
In fact, Keith recently warned: "Do NOT buy SpaceX, Microsoft, or any high-flying tech names…
"Move your money HERE instead."
Best,
Allison Isla
Publisher, TradeSmith
P.S. Tens of thousands of folks already use Keith's tools in the stock market.
One gentleman named Stephen told us he has built a $2.95 million retirement portfolio using Keith's work, saying that"these results wouldn't have been possible" without it.
Another follower named Keith W. said:
"I have more than doubled my portfolio. I love the consistency of my results."
But if Keith's new warning is correct, you're running out of time to move your money ahead of the market's next big twist.
Everything you need to know is laid out free of charge right here.
The investment results described in these testimonials are not typical. Investing in securities carries a high degree of risk; you may lose some or all of the investment.
First Solar’s Profit Engine Faces a New Policy Test in Washington
Author: Peter Frank. Article Posted: 8/10/2026.
Key Points
- First Solar remains one of the more profitable U.S. solar manufacturers, supported by strong margins and a large contracted backlog.
- First Solar reaffirmed 2026 guidance after Q2, but tariffs, trade policy and changing incentives remain major variables.
- First Solar’s valuation looks reasonable compared with many clean-energy names, but the stock still carries meaningful policy and demand risk.
- Special Report: Forget SpaceX. Buy the company Musk can't replace.
First Solar (NASDAQ: FSLR) is proving it can turn the clean-energy buildout into real profits. What comes next, however, is harder to predict.
The company has moved beyond being a thematic bet on solar power. It has become a profitable manufacturer with hard numbers to support the narrative, including a deep contracted backlog, improving margins, and a growing role in U.S. clean-energy manufacturing.
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π Unlock the ticker now and get it completely free.The stock, however, trades well below its highs. It also faces tariff and policy risks, along with the kind of volatility investors might expect from a business whose fortunes are tied as much to the changing winds of Washington as to global solar demand.
Investors will want to weigh how well they understand both sides of that equation before moving forward.
First Solar Has Built a Strong Foundation
First Solar is not unique, but it has carved out a niche in domestically manufactured thin-film solar modules. As a result, it is positioned to benefit from U.S. clean-energy incentives rather than competing primarily on global commodity pricing. That strategy has led to rising earnings, a large order backlog, and significant investment in domestic production.
The most recent quarterly numbers show that the approach has worked. In the second quarter of 2026, First Solar posted net sales of $1.056 billion, up modestly from $1.04 billion in the first quarter but down slightly year over year.
Operating income climbed to $450.4 million from $361.6 million a year ago, while net income rose to $423 million from $342 million over the same period. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) were $644 million, compared with $560 million in the second quarter of 2025. Diluted earnings per share improved to $3.92 from $3.18, well above analysts’ expectations. The company’s EBITDA margin expanded to 55% from 43% in the year-ago quarter.
Growth Momentum Faces New Questions
While the trajectory has been strong, maintaining that momentum could prove difficult. At the end of the second quarter, First Solar had a contracted backlog of 45.1 gigawatts through 2030, according to the company’s CEO. That is an immense figure, but it was down from an expected sales backlog of 64 GW a year earlier. Even so, the backlog gives investors concrete expectations for future volume that exceed those of most other solar companies. It has helped establish First Solar as one of the more credible growth stocks in the clean-energy sector.
Management has backed that confidence with capital investment. In late 2025, First Solar announced plans for a new 3.7 gigawatt manufacturing facility in the United States. Production is expected to begin at the end of 2026 and ramp up through 2027.
Policy Risks Remain a Major Concern
The skeptical case, however, remains. In February 2026, First Solar forecast 2026 sales below analysts’ expectations and said it anticipated a tariff impact of $125 million to $135 million for the year.
That guidance was a reminder that policy matters. Some government initiatives are intended to protect the domestic industry, while others have the opposite effect. As a result, confidence in the future of solar can change as quickly as the latest policy announcement.
Indeed, sentiment shifted again recently when the stock jumped after new federal trade measures targeting Chinese polysilicon imports were announced. It was a move strongly supported by First Solar and the U.S. industry.
The company’s guidance history has underscored the inherent volatility. In July 2025, First Solar raised its full-year sales outlook to a range of $4.9 billion to $5.7 billion, up from the prior range of $4.5 billion to $5.5 billion, citing higher prices tied to tariffs on imported panels. Months later, however, the company lowered the high end of its guidance for net sales, operating income, and volume sold.
The company currently projects 2026 net sales of $4.9 billion to $5.2 billion and adjusted EBITDA of $2.6 billion to $2.8 billion.
Cash and Competition Bear Watching
The company also reported that net cash had declined to $1.7 billion as of June 30, down from $2.4 billion at year-end 2025. First Solar attributed the decrease to seasonal working-capital needs and capital expenditures, primarily for its South Carolina finishing facility. The company now expects net cash to end the year between $1.7 billion and $2.3 billion.
Competition adds another layer of uncertainty. First Solar has built meaningful advantages in thin-film technology and U.S.-based manufacturing. However, it still operates in a global solar market where pricing pressure can return quickly if overseas supply improves or demand softens.
Valuation Reflects Both Opportunity and Risk
Despite these challenges, First Solar’s valuation keeps the stock worth watching.
Although down nearly 5% year to date, First Solar shares are up more than 30% over the past year.
Its price-to-earnings ratio of 15 could signal investor concerns or represent an opportunity.
While analysts are split, the consensus rating is a Moderate Buy.
Of the 35 analysts following the stock, 20 recommend a Buy, 13 rate it a Hold, and two recommend a Sell.
Currently trading around $250 per share, the 12-month price target is just 2% above the current price.
The highest price target is $330, while the lowest is just $150. The company pays no dividend, so the investment thesis depends on share-price growth.
The Investment Case Rests on Policy
Investors who need steady income or want more security than policy swings allow are likely to look elsewhere.
However, investors who believe in the future of clean energy may find First Solar attractive for several reasons. It is a profitable, policy-supported company with a deep backlog, improving earnings, and solid analyst support. A new production facility should further strengthen its position. If the government, economy, and public continue to support the industry, there could still be real money to be made in the sector.
The Bitcoin Comeback May Already Be Underway—2 ETFs for Exposure
Author: Nathan Reiff. Article Posted: 8/3/2026.
Key Points
- U.S. spot Bitcoin ETFs attracted nearly $1 billion in net inflows over about a week in mid-July, the strongest streak so far this year.
- The iShares Bitcoin Trust ETF and the Fidelity Wise Origin Bitcoin Fund are the primary beneficiaries of this renewed institutional demand for Bitcoin exposure.
- IBIT offers superior liquidity and asset size but carries higher custody risk through Coinbase, while FBTC provides comparable fees and self-custody through Fidelity Digital Assets.
- Special Report: Forget SpaceX. Buy the company Musk can't replace.
After massive dips early in the year and again in late May 2026, Bitcoin's price has yet to recover. And yet, despite a difficult stretch in June, U.S. spot Bitcoin exchange-traded funds (ETFs) are seeing inflows pick up once again. This category of ETF recorded nearly $1 billion in net inflows over roughly a week in mid-July, marking its strongest streak so far this year.
Institutional investors appear to be making moves to build exposure to Bitcoin once again, with major funds like the iShares Bitcoin Trust ETF (NASDAQ: IBIT) and the Fidelity Wise Origin Bitcoin Fund (BATS: FBTC) among the beneficiaries.
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π Unlock the ticker now and get it completely free.But what's driving this renewed demand? For one thing, institutions may be buying the dip following a particularly poor June, which saw billions of dollars in net outflows from spot Bitcoin funds. In addition, if investors expect monetary policy to ease and anticipate a growing appetite for risk, crypto assets may be among the first places they turn.
The Largest and Most Important Bitcoin ETF
It's difficult to discuss the Bitcoin ETF space without beginning with IBIT. With $47 billion in assets under management and similarly massive trading volumes, IBIT is the go-to ETF for spot Bitcoin exposure among many investors. As a result, the fund often leads the industry in daily inflows, frequently attracting a majority of the new money flowing into U.S. spot Bitcoin funds.
Notably, in mid-July, IBIT experienced a modest outflow on the same day that other funds, including FBTC, saw inflows. While this is not an abnormal occurrence, it may suggest that some investors are not simply putting money indiscriminately into the largest or best-known Bitcoin funds. Instead, they may be rotating among different issuers.
Liquidity is one reason investors may favor IBIT, and the fund sits at the top of the Bitcoin ETF market in this regard. On the other hand, among a group of funds that ostensibly track the same asset, the expense ratio becomes a crucial factor. IBIT's annual fee of 0.25% is higher than those of some competitors, which could potentially erode gains relative to other funds also aiming to generate the same returns based on Bitcoin's spot price.
Custody is another consideration. IBIT uses Coinbase Global (NASDAQ: COIN) for its custody services, setting it apart from some other funds. Still, investors who use Bitcoin ETFs instead of purchasing Bitcoin directly through an exchange are likely happy to leave custody concerns to a fund provider.
A Liquid, Self-Custody Alternative
These factors help explain why investors may be funneling money toward IBIT. Still, FBTC represents a strong alternative. The fund is directly comparable to IBIT in terms of expense ratio, with the same annual fee of 0.25%. It is also highly liquid, although it has substantially less in assets—$11 billion—and lower trading volume than IBIT. In terms of performance, FBTC is unsurprisingly quite comparable to IBIT, although the funds do not always track each other perfectly.
With all these factors in mind, it may seem that FBTC has no way to distinguish itself from its larger, more popular rival. However, FBTC may have an advantage because it stores its Bitcoin through Fidelity Digital Assets, its own institutional cryptocurrency custody business. By not relying on an outside company for custody, FBTC may be subject to lower counterparty risk.
FBTC's self-contained appeal may extend even further to investors who already use Fidelity for brokerage, retirement or wealth management needs. Investing in FBTC allows them to keep more of their financial activity in one place.
At the same time, Fidelity established itself as an early entrant into the crypto space compared with many other traditional asset managers.
In exchange, investors may give up some bid-ask spread advantages during volatile periods relative to IBIT. However, buy-and-hold investors are unlikely to be concerned about this difference between the two funds. Ultimately, IBIT may appeal more to active traders, institutional investors with ties to other iShares products and those prioritizing liquidity. FBTC may appeal more to Fidelity customers and investors seeking a simplified custodial structure.
For investors, however, the fact that inflows have picked up across the Bitcoin ETF space may be enough to warrant considering either or both of these funds once again.
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