Wall Street is increasingly bullish on the broader artificial intelligence energy trade spanning nuclear, natural gas, grid expansion, battery storage, and solar, as the AI arms race sends energy demand soaring.
Yet, the solar energy industry has been largely left behind in the AI energy trade that’s sent speculative pre-revenue companies like Oklo and giants such as GE Vernova and Constellation skyrocketing over the last few years.
The following company is a Zacks Rank #2 (Buy) stock that’s bucked the solar industry trend. The largest U.S. solar manufacturer is an AI energy stock investors should consider buying in October for long-term upside.
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