Solar stocks—a favorite long-term trading theme over the past 18 months—look poised for a potential run. That’s a far cry from what we were seeing from this industry just a few short weeks ago. As the market slumped in July, solar names were blacking out left and right. Earnings were downright bad for some of the leading solar names. Investors were bracing for a possible correction. And the S&P had dropped nearly 5% from its highs. So how could solar find itself ready to make another run higher? Greg Guenthner explains…
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