May 22 Solar stocks take a beating as tax bill winds down subsidies

$BIDU $XPEV $SNOW

Author

Mukund Mohan
May 22, 2025

Market

A recovery was always in the horizon (though short) for the markets, given that there is no news (yet) on the tariff front.😋😊

Good day for a reversal

$FSLR ( ▲ 4.39% )  $SEDG ( ▲ 10.85% ) and others took a big hit today after the tax bill passed the House with republicans cutting most of the subsidies for solar and electric and renewable energy. The stocks have been struggling for the last few years.

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Insights from the portfolio

Bidu deep dive and 2025 outlook $BIDU

The Chinese search engine is still not a strong AI play

stocksmarts.substack.com/p/bidu-deep-dive-and-2025-outlook-bidu

Video of the day

Today’s video is on Snowflake $SNOW ( ▼ 1.47% ) the cloud data warehouse company.

Deep dive of the day

XPeng deep dive and 2025 outlook $XPEV – Investment Literacy Coach

blog.mukundmohan.online/index.php/2025/05/22/xpeng-deep-dive-and-2025-outlook-xpev

Good setups for swing

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