First Solar Survives Trump's Tariffs! A New Hope for Clean Energy?

A Disturbance in the Force… er Tariffs

The Emperor… I mean President Trump has stirred the Force with his tariffs and even a company like First Solar felt the ripple. Morgan Stanley reports that these tariffs like a poorly aimed shot from a Stormtrooper initially threatened First Solar's bottom line. They projected about $500 million to $600 million of tariff exposure from their factories outside the glorious United States. I find their lack of faith disturbing.

The U.S. Manufacturing Awakens

But fear not for a new hope arises! First Solar with a significant portion of its manufacturing based in the U.S. is positioned to exploit this situation. The analyst Percoco like a young Padawan sensing a shift in the Force suggests that First Solar could benefit from rising sale prices of solar modules starting in 2027. Perhaps they will foresee things as I do.

The Empire Strikes Back... at Fossil Fuels

Imagine the irony! The Emperor's tariffs intended to bolster the Empire's (I mean the U.S.'s) economy may inadvertently strengthen the clean energy sector. It's like Palpatine accidentally giving a lightsaber to a Jedi! With 93% of its revenue already coming from the U.S. First Solar is poised to strike back at fossil fuels with the full power of the sun. These are not the droids you're looking for... these are solar panels!

A 10 15% Upside? Impressive... Most Impressive

Morgan Stanley's base case scenario could see a 10 15% upside thanks to these tariffs. A small victory perhaps but every bit counts in the fight against the dark side of pollution. Percoco is strong and wise and I am very proud of him.

The Stock Market: A Wretched Hive of Scum and Villainy

The stock market as unpredictable as a Sarlacc Pit initially reacted with indifference. First Solar's stock remained flat after the tariff announcement and is down 26% this year so far. But just as the Force can be used for good or evil the market's volatility can be harnessed for profit. Patience young investors. The Force will guide you... or bankrupt you one of the two.

Join the Pro Side! (They Have Cookies... and CNBC Experts)

CNBC Pro is hosting a live event at the New York Stock Exchange. It's a chance to network with experts and gain insights into these uncertain markets. Like joining the dark side but with less choking and more financial advice. I find their lack of merchandise disturbing. Where are the lightsabers?!