Just picked up this article on SA ...
Many solar stocks have plunged after rallying strongly last week (likely thanks to short-covering)
Also: While most of its solar peers sell off, SolarCity (SCTY +11.1%) has soared to new post-IPO highs after five IPO underwriters launched coverage with bullish ratings. As a solar panel installer/electricity seller, SolarCity's business model is very different from those of module/wafer/polysilicon sellers struggling with major overcapacity, demand, and pricing problems.