Predictions
Dated, falsifiable price calls with a probability we'd bet on -- each must beat what's already priced in. Calls auto-resolve against recorded prices and build the track record below. Brain: Claude (Max) when available, else local Gemma.
Open calls
18
Settled
153
Hit rate (all settled)
71%
Matured cohort
69%
141 calls past deadline
Open calls
| Thesis | Call | Prob | Claim | From / by | Result |
|---|---|---|---|---|---|
| BE | ▼ $175.00 | 58% | BE will trade at or below $175 at some point within the next 30 days (by 2026-11-22), about 10% under today's $195.46. The stock hit a new 30-day low the day after a strong quarter and a $4B AEP order. When good news can't lift a price, sellers usually still control it, and higher Gulf-driven gas prices add pressure. Still, BE swings about 25% in a typical | $195.46 → 2026-11-22 | open claude:opus-5.5 |
| IREN | ▲ $30.00 | 55% | IREN will trade at or above $30.00 at some point in the 30 days after 2026-10-22, starting from $26.09. After a 40% drop to its 30-day low with no thesis-breaking news (the lender worries are aimed at peer CoreWeave's debt, not IREN's), a 15% bounce is close to a coin flip for a stock this volatile, so I lean only slightly UP and give momentu | $26.09 → 2026-11-21 | open claude:opus-5.5 |
| ISRG | ▲ $470.00 | 52% | ISRG will trade at or above $470 at some point in the next 30 days (by 2026-11-21), starting from $443.85. The edge is small: closing at a 30-day high after a 20% run points to some follow-through buying, but the business itself hasn't changed since the July procedure-growth hit and recent reviews keep calling it stable, so most of the good news | $443.85 → 2026-11-21 | open claude:opus-5.5 |
| GEV | ▲ $965.00 | 57% | GEV trades at or above $965 at some point within the next 30 days (by 2026-11-18), starting from $918.57. The recent drop came from a broad AI-stock selloff, not from anything specific to GEV. Gas-capacity and PJM data-center signals keep strengthening, and the Q3 earnings and backlog update due in the window could spark a rebound. A swing of a | $918.57 → 2026-11-18 | open claude:opus-5.5 |
| CLF | ▲ $15.25 | 55% | CLF trades at or above $15.25 at some point in the 30 days to 2026-11-18, up about 8% from $14.10. The stock is at its 30-day high with momentum and a supportive security order on grid equipment, but the DOE push to fix transformer supply and the late-October Q3 earnings report make the risk two-sided; given CLF's roughly 16% one-month v | $14.10 → 2026-11-18 | open claude:opus-5.5 |
| VRT | ▲ $225.00 | 55% | VRT will trade at or above $225.00 at some point in the 30 days to 2026-11-14. After a 23% drop to its 30-day low, the price already reflects the fear that capex growth has peaked. None of the thesis-breaking triggers has fired, and Q3 earnings in late October could prompt a relief bounce of about 9%. For a stock this | $207.00 → 2026-11-14 | open claude:opus-5.5 |
| KEEL | ▼ $2.05 | 56% | KEEL will trade at or below $2.05 at some point in the next 30 days (by 2026-11-14), a further ~12% drop from $2.32. The stock closed at its 30-day low with no anchor lease yet, ongoing cash burn and new state large-load tariff hurdles, so a high-beta, unproven name has little to stop it falling further; the edge is thin, though, because the drop already | $2.32 → 2026-11-14 | open claude:opus-5.5 |
| MP | ▼ $36.00 | 55% | MP will trade at or below $36.00 at some point in the next 30 days (by 2026-11-13), a further ~10% drop from $39.95. Good demand news on Oct 13 failed to lift the stock off its 30-day low, Tanbreez weakens MP's claim to be the only Western supplier, and the November 2026 China export-control expiry is a known downside risk, so the selling has room to run; | $39.95 → 2026-11-13 | open claude:opus-5.5 |
| CEG | ▲ $315.00 | 57% | CEG will trade at or above $315 at some point within the next 30 days (by 2026-11-09), from $298.07 today. Three hyperscaler 20-year deals in one week are mostly priced in now that the stock sits at its 30-day high, but early-November Q3 earnings could add more PPA news and a guidance lift toward the ~$368 consensus target, giving a small upside | $298.07 → 2026-11-09 | open claude:opus-5.5 |
| WULF | ▲ $15.50 | 55% | WULF will trade at or above $15.50 at some point within the next 30 days (by 2026-11-08), starting from $13.76. The stock sits near its 30-day low after a rate scare that the market double-counted, while new signals point the other way: AI hardware loans are now being packaged into bonds (asset-backed securities), and Cipher says power scarcity is ke | $13.76 → 2026-11-08 | open claude:opus-5.5 |
| SCCO | ▲ $220.00 | 58% | SCCO will trade at or above $220.00 (about +5%) at some point in the next 30 days, by 2026-11-08. SCCO is pressing its 30-day high of $209.80 while copper holds near record levels above $14,400/t and the Chile strike threat tightens near-term supply, but the new supply news (Agua Rica, World Bank funding) means this is mostly priced in, | $209.52 → 2026-11-08 | open claude:opus-5.5 |
| VST | ▲ $170.00 | 63% | VST trades at or above $170.00 at some point between 2026-10-06 and 2026-11-05 (intraday touch counts). The 10/05 $4B DOE loan is a genuine cost-of-capital shock that consensus models haven't repriced yet, and it lands days before a Q3 print with firm capacity prices and Meta/Amazon PPA milestones — but the stock is already at its 30d high af | $159.64 → 2026-11-05 | open claude:opus |
| FCX | ▲ $76.50 | 60% | FCX trades at or above $76.50 at some point within 30 days (by 2026-11-05), up ~7.7% from $71.06 and still below the 30-day high of $79.91. The 11% drawdown priced in the Q3 Grasberg mill shortfall (~67% of normal) as if it were permanent, but Freeport already guides to near-full rates while copper sits near $12,075/t — so the late-October print turns a known operational dip in | $71.06 → 2026-11-05 | open claude:opus |
| PWR | ▲ $745.00 | 62% | PWR trades at or above $745.00 (+4.7% from $711.49) at some point between 2026-10-06 and 2026-11-05. The Senate permitting deal is being fought clause-by-clause rather than dying, which converts my biggest thesis-breaker into a tailwind, and the market still prices transmission backlog as cyclical rather than policy-unlocked — but after +1 | $711.49 → 2026-11-05 | open claude:opus |
| TLN | ▼ $300.00 | 62% | TLN trades at or below $300.00 at some point between 2026-10-05 and 2026-11-04 (intraday touch counts). The stock sits exactly at its 30-day high after a +8.6% run even as FERC punted PJM's large-load interconnection rules — the one regulatory path TLN's co-location and Cornerstone re-rate depends on — so a ~10% give-back in a beta-1.6, ~17%- | $331.87 → 2026-11-04 | open claude:opus |
| LEU | ▲ $160.00 | 68% | LEU trades at or above $160.00 at some point between 2026-09-26 and 2026-10-26 (intraday touch counts). At ~75-80% annualized vol the 30-day one-sigma move is ~23%, so a +8.8% touch is roughly a 0.70 path event even with zero drift — the market prices the drift, not the path, and the recent 14% drawdown sits inside an intact range with suppor | $147.07 → 2026-10-26 | open claude:opus |
| ETN | ▲ $462.00 | 62% | ETN trades at or above $462.00 at some point in the 30 days from 2026-09-25 through 2026-10-25. The market is repricing hyperscaler capex upward through the pure-play power names first, and ETN's diversified electrical content gets that same demand with a lag — a +5% touch off a 30-day uptrend into an early-Q3-order-commentary window | $439.98 → 2026-10-25 | open claude:opus |
| FSLR | ▼ $158.00 | 66% | FSLR trades at or below $158.00 at some point within 30 days (by 2026-10-24), from $172.16 on 2026-09-24. The stock is printing its 30-day low with no capitulation or base built after a 44% drawdown from May, and at ~60% annualized vol an 8% downside touch is more likely than not — the cheap multiple is a floor for the 12-month thesis, not for | $172.16 → 2026-10-24 | open claude:opus |
Resolved
| Thesis | Call | Prob | Claim | From / by | Result |
|---|---|---|---|---|---|
| BE | ▼ $200.00 | 60% | BE will trade at or below $200 at some point in the next 30 days (by 2026-11-21), from $217.77 today. Good news (the Google/AEP 702 MW deal) failed to stop a 21% slide to a fresh 30-day low, so sellers are in control. Thesis conviction is weak at 0.31, and Gulf shipping attacks threaten a gas-price spike that hits fuel-cell economics. Still | $217.77 → 2026-11-21 | ✓ hit claude:opus-5.5 |
| IREN | ▲ $52.50 | 63% | IREN trades at or above $52.50 intraday at some point within 30 days of 2026-09-21 (by 2026-10-21). On a name with a 40% monthly range and a three-month unbroken run of thesis-confirming catalysts (Horizon, lease signings, AI Cloud ramp), the odds of touching just +11% are higher than the mean-reversion discount implied by the stock stall | $47.23 → 2026-10-21 | ✗ miss claude:opus |
| ISRG | ▲ $445.00 | 55% | ISRG will trade at or above $445 at some point within the next 30 days (by 2026-11-08), starting from $425.27. My edge is small. The stock closed at its 30-day high after a +14% run, and the Q3 earnings report (around Oct 20–21) will likely confirm procedure growth in the 13–15% range plus da Vinci 5 placements. That makes a further ~5% move up some | $425.27 → 2026-11-08 | ✓ hit claude:opus-5.5 |
| BE | ▼ $215.00 | 55% | BE will trade at or below $215.00 at some point in the 30 days after 2026-10-14, about 10% below the current $239.34. The Oracle force-majeure clause (it lets Oracle delay the contract over events outside its control) puts the main order behind this rich valuation at risk, and Q3 earnings land inside the window; my thesis confidence is only 0.37, while thi | $239.34 → 2026-11-13 | ✓ hit claude:opus-5.5 |
| CLF | ▲ $14.25 | 62% | CLF trades at or above $14.25 at some point within 30 days (by 2026-10-17), from $12.76 on 2026-09-17. The September ICTS-style order on foreign grid equipment was read as a headline, but it functionally forecloses imported electrical-steel-bearing gear and reprices CLF's GOES monopoly on a weeks-long lag that the +31% move has only partly c | $12.76 → 2026-10-17 | ✗ miss claude:opus |
| GEV | ▼ $875.00 | 68% | GEV trades at or below $875.00 at some point between 2026-09-18 and 2026-10-18 (a retest of the 30-day low of $874.76, about -5.8% from $929.14). The two live shocks — a Hormuz-driven fuel-cost spike that raises the running cost of the gas turbines GEV sells, and AI-capex-pause headlines — both hit the weakest pillar (the premium multiple, P=0.50) rather than backlog, and a high-beta | $929.14 → 2026-10-18 | ✗ miss claude:opus |
| CLF | ▲ $14.00 | 55% | CLF will trade at or above $14.00 at some point within the next 30 days (by 2026-11-18), starting from $13.05. The edge is small. CLF closed at its 30-day high with momentum and a new grid-security executive order behind it, and Q3 earnings in late October make a 7% move up plausible. But DOE money aimed at fixing transformer supply threatens the GO | $13.05 → 2026-11-18 | ✓ hit claude:opus-5.5 |
| VRT | ▼ $225.00 | 64% | VRT trades at or below $225.00 at some point within 30 days of 2026-09-18 (intraday touch counts). The -17.9% slide is multiple compression from hyperscaler-financing doubt, and with Q3 earnings falling just outside the window there is no scheduled catalyst to reset the narrative — so the de-rating drift keeps running in a ~65-vol name, | $249.39 → 2026-10-18 | ✓ hit claude:opus |
| BE | ▼ $240.00 | 68% | BE trades at or below $240.00 at some point within 30 days (by 2026-10-23), a ~14% drawdown from $279.64. With ~90% annualized realized vol, a 0.5-sigma dip is a coin-flip-plus by default, and three fresh negatives the tape hasn't discounted — the securities class action, Amazon-Generac, and Kodiak's cheaper gas-recip behind-the-meter deal — at | $279.64 → 2026-10-23 | ✓ hit claude:opus |
| MP | ▼ $40.00 | 62% | MP trades at or below $40.00 at some point within 30 days (by 2026-10-28), from $46.45 on 2026-09-28. The market still pays a monopoly premium for MP, but in under a week Washington funded two rivals — the Army's Vulcan Elements magnet award and Commerce's $1.6B to another US magnet maker — which is the thesis-breaking 'second Western produ | $46.45 → 2026-10-28 | ✓ hit claude:opus |
| KEEL | ▼ $2.85 | 60% | KEEL will trade at or below $2.85 at some point within the next 30 days (by 2026-11-07), starting from $3.13. The stock sits just above its $3.07 30-day low and has no anchor-lease catalyst in sight, while new state large-load tariffs and rate pressure hit this name hardest, so a break of support is a bit more likely than the market's high volatili | $3.13 → 2026-11-07 | ✓ hit claude:opus-5.5 |
| KEEL | ▼ $2.60 | 57% | KEEL will trade at or below $2.60 at some point within the next 30 days (by 2026-11-13), from $2.95 today. This is mostly a volatility call with a slight downside lean: a ~12% drop is roughly a coin flip for a stock this volatile. My small edge is that there is still no anchor lease, cash burn is real, states are tightening large-load tariffs an | $2.95 → 2026-11-13 | ✓ hit claude:opus-5.5 |
| VRT | ▼ $220.00 | 55% | VRT will trade at or below $220 at some point in the next 30 days (by 2026-11-13), breaking below its recent 30-day low of $222.83. The market still prices VRT as a premium AI-buildout winner, but the new story that hyperscaler capex growth has peaked hits its high multiple first. With Q3 earnings inside the window and thesis conviction below 0.50, I see a small downsid | $239.36 → 2026-11-13 | ✓ hit claude:opus-5.5 |
| KEEL | ▼ $2.70 | 56% | KEEL will trade at or below $2.70 at some point within the next 30 days (by 2026-11-13), from $2.95 today. Thesis conviction is only 0.10. KEEL still has no anchor lease, is burning cash and is exposed to new large-load tariffs on data centers. For a stock this volatile, an 8.5% dip is only a little more likely than not, so my edge is small and | $2.95 → 2026-11-13 | ✓ hit claude:opus-5.5 |
| CEG | ▲ $315.00 | 66% | CEG trades at or above $315.00 at some point within 30 days (by 2026-10-09), up ~6.1% from $296.84. Realized 30-day vol is running ~45% annualized (~$38 one-sigma over the window), so a 6% barrier touch is roughly 64% on the math alone, and the tape is one-sided — PJM clearing at cap plus back-to-back first-ever corporate nuclear PPAs (Wa | $296.84 → 2026-10-09 | ✗ miss claude:opus |
| ISRG | ▼ $335.00 | 60% | ISRG trades at or below $335.00 at some point within 30 days (by 2026-10-08). The 7/16 print confirmed procedure-growth deceleration — the exact thesis-breaking risk — and post-earnings drift plus a still-premium multiple keep bleeding the name, with no catalyst before the mid-October report to stop it inside this wi | $350.16 → 2026-10-08 | ✗ miss claude:opus |
| WULF | ▲ $21.00 | 62% | WULF trades at or above $21.00 at some point between 2026-09-08 and 2026-10-08. The 24% drawdown was sector-beta from the AI-infra selloff, not WULF-specific news, while the Sept 3-4 datapoints made already-energized interconnect scarcer — so at ~30% monthly sigma with $23.58 printed three weeks ago, a $21 touch needs | $17.86 → 2026-10-08 | ✗ miss claude:opus |
| SCCO | ▲ $210.00 | 63% | SCCO trades at or above $210.00 at some point within 30 days (by 2026-10-21), from $198.06. The stock has given back ~10% from its $219.70 high while spot copper holds near $14,800/t with a $100/t China import premium — at SCCO's C1 cost that spread drops almost straight to earnings, so consensus EPS is stale and the pullback is p | $198.06 → 2026-10-21 | ✓ hit claude:opus |
| KEEL | ▼ $3.20 | 66% | KEEL trades at or below $3.20 at some point within 30 days (by 2026-10-18). Edge is that the market still prices KEEL as an AI-infrastructure option while the two things that option depends on — cheap capital and buildable Pennsylvania power — both just got worse, and with no anchor lease and ~$145M quarterly losse | $3.68 → 2026-10-18 | ✓ hit claude:opus |
| VST | ▲ $147.00 | 60% | VST trades at or above $147.00 at some point within 30 days of 2026-09-23 (from $138.38). The 11% drawdown came from AI-power sector multiple compression, not thesis damage — meanwhile three fresh company-level positives (ERCOT/PJM gas-cost floor, Shippingport campus groundbreaking, new 20-year 250MW PPA) landed during the sello | $138.38 → 2026-10-23 | ✓ hit claude:opus |
| PWR | ▲ $695.00 | 68% | PWR trades at or above $695.00 at some point within 30 days of 2026-10-01 (by 2026-10-31), a +4.9% move from $662.60. Price is breaking out at the top of its 30-day range just as the Senate permitting deal moves from rumor to clause-by-clause markup — the market still prices permitting reform as a perennial failure, so an actual floor vote re-rates the one | $662.60 → 2026-10-31 | ✓ hit claude:opus |
| TLN | ▲ $330.00 | 68% | TLN trades at or above $330.00 at some point on or before 2026-10-17. The tape is pricing an AI-power de-rating (-25.8% in 30d, stock sitting near the $282 low) while the actual news flow ran the other way — a gas price shock that reprices Susquehanna's 2,245 MW of nuclear upward and a PJM study showing 2030 | $294.25 → 2026-10-17 | ✓ hit claude:opus |
| FCX | ▲ $77.00 | 64% | FCX trades at or above $77.00 at some point between 2026-10-02 and 2026-11-01. Copper spot is near record with an Escondida outage and Chinese physical tightness pulling metal past warehouses, yet FCX sits 10% under its own 30-day high — the tape is double-discounting Grasberg risk while giving no credit to the price | $72.21 → 2026-11-01 | ✓ hit claude:opus |
| FCX | ▲ $77.00 | 60% | FCX trades at or above $77.00 at some point between 2026-10-05 and 2026-11-04. The 6.7% drawdown prices a Grasberg-specific output miss that management has already guided through, while copper sits near record ~$12,075/t with near-full US warehouses and firm Chinese imports — stale operational news fades faster than a | $72.60 → 2026-11-04 | ✓ hit claude:opus |
| FCX | ▲ $78.00 | 60% | FCX closes at or above $78.00 at least once within 30 days (by 2026-10-01). Copper is printing near record ~$14,800/t (well above the ~$12,075 anchor) while FCX sits ~9% below its recent $79.91 high — the high-torque equity is lagging the metal, and that gap should close before the supply-pipeline and tariff-unwind | $72.47 → 2026-10-01 | ✗ miss claude:opus |
| PWR | ▲ $662.00 | 60% | PWR trades at or above $662.00 at some point in the 30 days ending 2026-10-18 (a ~6% gain from $624.88). The stock has given back 13% from its $722 high on no thesis damage while the regulatory signal strengthened (FERC directive, PJM study naming wires as the only near-term 2030 fix), so this is a positioning flush in a high-beta name rather | $624.88 → 2026-10-18 | ✓ hit claude:opus |
| MP | ▼ $46.50 | 62% | MP trades at or below $46.50 at some point within 30 days (by 2026-10-10), from $51.32 on 2026-09-10. MP's entire multiple is a monopoly-scarcity premium, and one week delivered three separate hits to it — Tesla's rare-earth-free motor (demand substitution), EXIM's $750M for Aclara, and the Ionic/USSM recycling plant (supply competition) — | $51.32 → 2026-10-10 | ✓ hit claude:opus |
| LEU | ▲ $270.00 | 90% | LEU will reach $270 within the next 30 days due to concrete policy milestones confirming its irreplaceable role in US nuclear energy supply. The market has priced in recent funding announcements; the edge lies in the compounding value of geopolitical risk (Russia ban) solidifying LEU's status as a necessary strategic monopoly, which is underpriced relative to long-term SMR deman | $200.82 → 2026-09-25 | ✗ miss drclaw-gemma:deep |
| ETN | ▲ $445.00 | 62% | ETN trades at or above $445.00 at some point in the 30 days ending 2026-10-08. $445 is a ~5% move that sits inside the last 30 days' range (high $455.40), so it needs no new highs — just mean-reversion within an intact demand backdrop plus the fresh Flex/EPC Power $4.4B print re-rating grid-power comps, which the flat | $422.13 → 2026-10-08 | ✓ hit claude:opus |
| FSLR | ▼ $180.00 | 60% | FSLR trades at or below $180.00 at some point within 30 days (by 2026-10-18), from $197.53. The stock is printing its 30-day low with no bounce, a live securities-fraud class action still unresolved, and the most rate-sensitive project economics in the group — at ~15% monthly vol a 9% downside tag is already better than even odds, | $197.53 → 2026-10-18 | ✓ hit claude:opus |
| VST | ▲ $155.00 | 63% | VST trades at or above $155.00 at some point between 2026-09-17 and 2026-10-17 (from $143.31, +8.2%). The stock sold off ~9% on rate/AI-capex jitters while the actual earnings driver strengthened — the Saudi East-West pipeline outage puts a floor under gas, which sets marginal power prices in ERCOT and PJM, so VST's unhedged nuclear and gas | $143.31 → 2026-10-17 | ✓ hit claude:opus |
| BE | ▼ $239.00 | 68% | BE trades at or below $239.00 (-10.3% from $266.32) at some point within 30 days, by 2026-10-21. The stock sits near its 30-day high on AI-power momentum while three fresh fundamental negatives — a US gas-price squeeze from Hormuz-driven LNG pull, a securities class action with a Sept 28 lead-plaintiff deadline, and Amazon picking Gene | $266.32 → 2026-10-21 | ✓ hit claude:opus |
| VST | ▲ $150.00 | 62% | VST trades at or above $150.00 at some point within 30 days (by 2026-10-22), from $140.41. Three fresh demand-side catalysts (New Era 20-yr PPA, Shippingport gigawatt campus, gas-cost floor in ERCOT/PJM) landed while the stock de-rated 8% into the low end of its range — at ~50% realized vol, a touch just 6.8% higher is a ~2-in-3 | $140.41 → 2026-10-22 | ✓ hit claude:opus |
| BE | ▼ $240.00 | 60% | BE trades at or below $240.00 at some point within 30 days of 2026-09-22 (from $276.53, a -13.2% drawdown). The stock sits 1.5% off its all-time high after a +34% month, pricing in Oracle/Brookfield conversion that deployed-MW data hasn't confirmed, while three fresh negatives — a securities class action, Amazon choosing Generac gensets, and Kodi | $276.53 → 2026-10-22 | ✓ hit claude:opus |
| BE | ▼ $185.00 | 60% | BE trades at or below $185.00 at some point within 30 days (by 2026-09-19). The New Mexico pipeline rejection directly starves the flagship Oracle deployment of fuel and a fresh securities-fraud class action caps any rebound — twin overhangs the market is still repricing on a high-beta name already rolling over nea | $202.48 → 2026-09-19 | ✗ miss claude:opus |
| SCCO | ▲ $198.00 | 65% | SCCO trades at or above $198.00 at some point within 30 days (by 2026-10-14), from $185.44. The stock sits ~16% below its 30-day high while copper is at a record ~$14,800/t with a $100/t China import premium and an outright mine-supply decline — equity has de-rated on profit-taking, not on fundamentals, and that gap closes faster | $185.44 → 2026-10-14 | ✓ hit claude:opus |
| IREN | ▲ $48.50 | 72% | IREN trades at or above $48.50 at some point within 30 days of 2026-09-18 (from $44.34), i.e. a clean break above the $46.93 30-day high. Edge is mechanical, not narrative: with ~85-95% annualized vol a 9% touch is a coin-flip-plus over 30 days, and every company-specific datapoint since July has confirmed a pillar while the only recent negatives (Crux AI, rival neoclouds) ar | $44.34 → 2026-10-18 | ✓ hit claude:opus |
| PWR | ▲ $740.14 | 55% | PWR closes at or above $740.14 within 30 days (by 2026-09-17), retaking its recent high. FERC's interconnection-speedup directive and momentum on Texas-style permitting reform tilt the news flow bullish, but at only 2% below the recent high with the thesis already well-owned, the edge over consensus is modest. | $708.81 → 2026-09-17 | ✗ miss claude:opus |
| GEV | ▲ $1100.00 | 60% | GEV closes at or above $1100 at least once within 30 days (by 2026-09-17), up ~6.5% from $1032.80. Firming gas-buildout policy plus concrete AI data-center gas deals (Microsoft 2GW, PJM capacity gap) give near-term order/sentiment torque the mid-range price hasn't yet re-rated, while high realized vol makes a 6.5% move well within reach. | $1032.80 → 2026-09-17 | ✗ miss claude:opus |
| FSLR | ▲ $238.00 | 60% | FSLR trades at or above $238.00 at some point within 30 days (by 2026-09-17), a ~8% recovery from $219.51. The stock is down 21% and sitting near its 30d low despite the biggest tail risk (IRA/45X repeal) resolving favorably at ~14x P/E and 46% margins, so the beaten-down price overweights a known, already-priced litigation overhang and sets up | $219.51 → 2026-09-17 | ✗ miss claude:opus |