Shana NovakInvestment Thesis First Solar (NASDAQ:FSLR) is an American Solar manufacturer headquartered in Tempe, Arizona, with research and development labs in Ohio and California and manufacturing facilities in Ohio, Alabama (expected 2024), Louisiana (expected 2025) Malaysia, Vietnam, and India. When I last covered First Solar on July 16, 2024, I highlighted First Solar’s leading position as a domestic manufacturer of solar panels in the United States, enabling the company to benefit substantially fro ...