Say My Name: Senate Tax Bill Cooks Up Trouble for Rooftop Solar, Bakes a Deal for Big Energy

A Chemical Imbalance: Rooftop Solar Gets the Cold Shoulder

Alright listen up. Walter White here and I'm looking at this news – this *garbage* – about the Senate's 'One Big Beautiful Bill.' Beautiful for who exactly? Looks like they're pulling the rug out from under the rooftop solar guys. Sunrun SolarEdge Enphase Energy. Down down down. Makes you wonder who's paying who under the table eh? This is just like those days in the RV except instead of cooking up the purest product they are cooking the books to destroy hard working small solar companies.

The Heisenberg Uncertainty Principle: Tax Credits Vanishing into Thin Air

They're ending clean electricity tax credits by 2028 but starting to cut them back in 2026? What in the name of Heisenberg is this nonsense? Investment banks are downgrading solar stocks like I used to downgrade my life choices. 'Ongoing and overwhelming regulatory overhang,' they say. Overhang my ass. It's an outright attack on anyone trying to make a honest living.

Say Goodbye to the 30%: Section 25D Bites the Dust

Section 25D the thing that gave homeowners a 30% tax credit for installing solar panels? Gone. Poof. Just like that empire I was trying to build in Albuquerque. 'The rooftop solar industry they are toast,' some hedge fund guy says. Toast? More like cremated. They're boxing residential solar out of tax credits. It's a damn shame.

Utility Solar: The 'I Am the Danger' Play

But hold on. Big solar farms? Those powering data centers and factories? They're 'resilient and insulated.' Shielded they say. Because corporations like Meta and Amazon are their customers. You think they'll stop building data centers if their energy costs go up a measly 2%? Please. It's chump change for them. This is business 101 people. They get richer we get poorer.

No Half Measures: The Inevitable Rise of Utility Scale Solar

Can't build a gas turbine until 2033 or a nuclear plant until 2040? Solar plants can be built in a year. Boom! Instant gratification. It's all about speed and power just like my old operation. And even without tax credits solar is cost competitive with those prehistoric fossil fuels. That's progress... unless they screw that up too!

A Great Buying Opportunity?: Don't Get Cooked Again

But here's where it gets interesting. This Lakander guy says the sell off in First Solar is a 'great buying opportunity.' Well maybe he knows something I don't. All I know is you have to be careful. You step out of line they'll come after you. This whole solar game... it's just business. And business can be deadly. Just remember to always have an exit strategy. You don't want to end up like those guys in the RV. Buried in the desert.