Solar shares, Super Micro, Archer & Palantir: Trendticker

00:00 Speaker A

Now time for some of the trend kickers sponsored by TD Trade. We take a look at some of the movements in the solar sector and the latest from Super Micro Computer and Archer Aviation. For Solar and Sunrun among those who had received a thrust today, the early designs of a Republican tax and the expenditure calculation were not as bad for renewable energies as some feared. The plug -power sinks, since the legislator has also proposed to eliminate a production tax credit for hydrogen, which the plug power produces here. Um, I like Julian Demulan Smith's comment at Jeffries. He said that the big beautiful bill more scalpel than Sledhmert in relation to how it will work, um, some of these solar companies that it did not help as aggressively or a removal of everything that helped the industry and not immediately. There is a kind of phase -outs that Josh happens.

01:08 Josh Lipton

Yes, I saw analysts from JP Morgan, like them: UH, US budget supply calculation better than the more bullish ending of the expectations of investors for solar, wind and geothermal agency companies. You say the first solar best positioned name that benefits from the invoice. Our attitude is a clear positive of very little expectations. Although you say that we point out that the invoice is only the first step in the process, um, and potential changes are still possible because it navigates the wider congress.

02:03 Speaker A

And then it looks for the plug performance that the analysts, which were a more simple negative negative because they only get rid of the hydrogen loan completely. We should also mention that these companies for renewable energies really have really been staged in the case of what this would do, which this new administration would mean for them. So some of them come on the back.

02:48 Josh Lipton

This is a number of names. We move higher today. Sunrun, Shoals, Ray Technologies, UH, ETFs like Global X Solar, all of which are moving higher. In order, super microcomputer shares. They jump after Raymond James is initiated on the stock with exceeded reporting, so they are believers. The company is performed as the market leader in the AI ​​-optimized infrastructure. They say that it is positioned on a sweet spot between branded suppliers and contract manufacturers. The company has increased with 9% of the AI ​​platform market, 31% share of brand suppliers.

03:53 Speaker A

Yes, exactly. They do, they know, they potentially talk about a few risks. They say there are lumps, um that influence the business and the evaluation. You have called up the negative prerequisite that we have recently received from Super Micro. However, you look at a larger picture of the training of the infrastructure and say that the company will benefit from it.

04:31 Josh Lipton

Yes. And in the case of tarras and trade voltages, they say, yes, this is an overhang for the subsector. The largest facility of Super Micro, as they point out that it is in Taiwan, is another in Malaysia, but unlike competitors, she informed the customer that it had a considerable US footprint.

05:01 Speaker A

And let's take a look at the Archer Aviation, which is flying high today. The company announced that its battery-operated vertical starting and landing frame will come to the trading station. Archer also announces a new partnership with Palantir. Um, so you have a planned start in the VAE, um, for later this year, and you say that this is on the right track. Incidentally, the company has also released its numbers, but since it is not really working, its numbers are less relevant than these partnerships that could lead to income.

05:48 Josh Lipton

Yes, Canter evaluates this one overweight one. They say that they continue to see the partnerships, they show with Anduril, Dod, United Airlines, Atlanta as important distinguishing features that should help the company to improve their commercialization efforts, to increase the tam, to facilitate operation and manufacture. Your goal is, it looks like 13.

06:23 Speaker A

I think I see them as huge drones that fit people in the house. Is that the start and landing of the electric vehicle?

06:45 Josh Lipton

Yes. Canter not over alone, I only look most on the street like this. Incidentally, warehouse is a machine. It has increased by 13% this year. It has increased by around 200% in the past 12 months.