First Solar Inc (FSLR)

[stockhorizon]

Apple Power?

I'm curious about anyone's ideas on my new hypothesis:

First Solar's 2017 guidance from the the latest earnings conference call was considered "murky". My hypothesis is that much of First Solar's capacity for the coming year(s) is already locked up in a soon-to-be made public secret deal with Apple to power not only the new "spaceship" Apple headquarters, but the new division of Apple called Apple Power that will begin building, in multiple US and foreign markets, solar energy farms that will provide green power to localities and sell power to local grids. All this will be powered by an agreement between FSLR and AAPL in which FSLR provides their industry-leading efficiency solar panels to power the projects. I believe FSLR, currently trading at a PE around 6, could double off the recent $41 lows into the low 80's once this deal is announced.