Famed GameStop short seller Andrew Left of Citron Research disclosed three long positions on Tuesday for First Solar, Amazon, and iShares China Large-Cap ETF. Left said U.S. tariffs on solar imports would benefit First Solar, which manufactures domestically and has struggled with price competition from Asian firms. He expects better pricing power due to limited capacity and high demand from sectors like data centers. On Amazon, Left emphasized its resilience in turbulent markets and noted its current valuation as attractive. He is also bullish on China, citing low valuations, government support, and potential trade catalysts.
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00:00It's Benzinga bringing Wall Street to Main Street.
00:02Famed GameStop short seller Andrew Left of Citron Research
00:05disclosed three long positions on Tuesday for First Solar,
00:09Amazon and iShares China large cap ETF.
00:12Left side U.S. tariffs on solar imports will benefit First Solar,
00:15which manufactures domestically in a struggle with price competition from Asian firms.
00:20He expects better pricing power ahead due to limited capacity and high demand
00:23from sectors like data centers.
00:25And Amazon Left emphasized its resilience in turbulent markets
00:28and noted its current valuation is attractive.
00:31He's also bullish on China, setting low valuations,
00:34government support and potential trade catalysts.
00:36For all things money, visit Benzinga.com slash GSTV.