Tomas RaginaInvestment Thesis First Solar (NASDAQ:FSLR) is strategically positioned to benefit from increasing solar installation forecasts and favorable regulatory conditions. The company’s unique use of Cadmium Telluride technology shields it from polysilicon shortages, and its long-term sold-out capacity indicates strong client demand. Despite industry price declines, First Solar maintains high average selling prices through long-term contracts. With substantial EBITDA growth projections and protecte ...