Friday, March 13, 2026

This Solar Energy Company Knows Its Lane, and Its Stock Could Dominate

There is massive opportunity to be had in the energy industry, and First Solar (FSLR -2.62%) is a stock that could prevail in this space over the long term. In this clip from “The High Energy Show” on Motley Fool Live, recorded on May 31, Motley Fool contributor Travis Hoium makes the case for First Solar, and discusses why he’s bullish on the solar industry.
Travis Hoium: I’m going to go with First Solar. My thesis in the energy industry, generally, is that the fundamental costs of producing a unit of energy, whether that’s hydrogen or electricity, something you can actually use, is really going to be the driver of what we’re consuming long-term. It’s generally getting more expensive to pull oil and natural gas out of the ground. There are ebbs and flows with that. It is also undoubtedly getting cheaper and cheaper to produce energy from the sun. The most…

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