Episode Mentions
Shift Key with Robinson Meyer · Jul 15, 2026
The Company That’s Raised $60 Million to Geoengineer the Planet
“Thin-film solar manufacturer referenced as precedent for semiconductor-style manufacturing processes”
Solar Radiation Management (SRM) TechnologyGeoengineering Particle Design and Safety TestingClimate Technology Governance and Regulation
View AnalysisMad Money w/ Jim Cramer · Apr 14, 2026
Mad Money w/ Jim Cramer 4/14/26
“Solar panel manufacturer down 30% from December peak; trading at 11x earnings with 27% growth expected; benefits from domestic production in tariff environment”
Market Psychology and Fear-Driven SellingBond Yields and Interest Rate Impact on EquitiesDiscounted Growth Stock Screening Methodology
View AnalysisCNBC's "Fast Money" · Feb 27, 2026
Credit Concerns Hit Banks, Private Equity… And Opportunities In The Software Selloff 2/27/25
“Solar manufacturer down on subsidy concerns; primarily domestic-focused with limited Europe exposure”
Credit Market Stress and Banking Sector SelloffAI Job Displacement and Workforce AutomationPrivate Credit and NDFI Lending Risks
View AnalysisScience Friday · Jan 28, 2026
How China Is Driving Down Electricity Costs With Renewables
“Largest US solar panel producer, specializes in thin-film solar panels for rooftop applications”
China's renewable energy capacity and deployment ratesSolar panel manufacturing and global supply chainsWind energy production and grid integration
View Analysis