GT Solar International, Inc. (SOLR)

[Opti Mist]

What: Shares of GT Solar International (Nasdaq: SOLR ) are having a moment in the sun today, jumping as high as 10.8% on more than double the average trading volume.

So what: It may be earnings season, but this GT Solar's jump comes from a different background: a Chinese LED systems specialist just placed a $219 million order for LED-producing tools from GT's catalog. Curiously, a $94 million order for solar-panel production tools failed to move GT's stock at all two days ago.

Now what: To put that order into perspective, GT saw $135 million of revenue in the July quarter of 2010 and $263 million to close out the calendar year – so this is a big one.