Senate Plan Hits Solar Stocks, $HE Investment Case, $PPTA Insider Buy, and More
Welcome back to the BBAE Blog, your trusted source for the latest investment insights and analyses from the BBAE team. This week, we’re excited to share some highlights that will keep you informed and ahead of the market. Don’t forget, some of our most valuable insights are available exclusively in the BBAE Pro app—download it now to unlock full access!
- Senate Plan to End Solar Tax Credits Shakes U.S. Solar Stocks
- Horizon Kinetics: Hawaiian Electric ($HE) Investment Case
- John Paulson Bets $100M on Perpetua Resources $PPTA
- Trending Tickers: $ROKU Partners With Amazon, $LLY Buys $VERV, $TXN Commits $60B to U.S. Chips
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Senate Plan to End Solar Tax Credits Shakes U.S. Solar Stocks
A new Senate proposal to eliminate solar tax credits by 2028 has shaken the solar industry, sending stocks tumbling and injecting major policy risk into growth forecasts. The plan would slash the Investment Tax Credit from 30% to zero over three years while preserving incentives for nuclear and other baseload energy. Sunrun ($RUN), which relies heavily on credits for its lease-based model, saw its shares crash 40%. SolarEdge ($SEDG) and Enphase ($ENPH), both key residential hardware suppliers, also face demand headwinds if residential installs slow. First Solar ($FSLR), less reliant on the ITC and supported by manufacturing credits, is better insulated—but still fell 18% amid the broader selloff. In this article break down how each company is exposed and which business models are most at risk under the proposed changes. Read the full article here.
Horizon Kinetics: Hawaiian Electric ($HE) Investment Case
Horizon Kinetics presents Hawaiian Electric Industries ($HE) as a compelling “equity yield curve” opportunity, highlighting how the 2023 Maui wildfire crisis created a significant market dislocation. The utility company saw its stock plummet 74% following the fires and subsequent $1.92 billion settlement agreement, forcing dividend suspension after 122 years of uninterrupted payments. Despite near-term capital challenges, Horizon Kinetics argues the underlying regulated utility business remains fundamentally unchanged, generating approximately $150+ million in normalized annual earnings. With clear visibility into the four-year settlement timeline and available liquidity options, the firm believes HE trades at an excessive discount—roughly one-quarter of its pre-crisis valuation. The investment thesis centers on the market’s lack of patience for temporary disruptions, creating an opportunity to acquire a quality regulated utility with strong potential for dividend resumption and price recovery once settlement obligations are fulfilled. Read the full article here.
John Paulson Bets $100M on Perpetua Resources $PPTA
John Paulson, the billionaire investor known for profiting from the U.S. housing crash in 2008, recently made a significant investment through his fund Paulson & Co. in Perpetua Resources Corp. ($PPTA), a U.S. mining company developing a major gold and antimony project in Idaho. Paulson & Co. purchased 7,575,757 shares at $13.20 per share, totaling $100 million—its largest purchase out of 11 all-time filings. You can track insider activity like this daily with InsiderEdge, available in the BBAE app.
Trending Tickers: $ROKU Partners With Amazon, $LLY Buys $VERV, $TXN Commits $60B to U.S. Chips
This week, several companies made headlines with strategic moves and major partnerships. Here’s a breakdown:
- Roku ($ROKU): Roku partnered with Amazon to integrate Amazon DSP across its platform, enabling advertisers to reach more than 80 million logged-in U.S. households. The move enhances targeting capabilities and measurement tools, improving the efficiency of connected TV ad campaigns.
- Eli Lilly ($LLY): Lilly announced plans to acquire Verve Therapeutics ($VERV) in a deal valued at up to $1.3 billion. The acquisition supports Lilly’s strategy to shift cardiometabolic care from chronic management to one-time gene editing therapies, with a focus on Verve’s PCSK9-targeted program.
- Texas Instruments ($TXN): TI unveiled a $60 billion U.S. chip manufacturing expansion, the largest in its history. The initiative spans seven fabs across Texas and Utah and aims to strengthen domestic production of analog and embedded semiconductors for high-demand sectors including AI, mobility, and aerospace.
Read the full Weekly Highlights article here.
This article is for informational purposes only and is neither investment advice nor a solicitation to buy or sell securities. All investment involves inherent risks, including the total loss of principal, and past performance is not a guarantee of future results. Always conduct thorough research or consult with a financial expert before making any investment decisions. BBAE has no position in any investment mentioned.
