(https://www.cnbc.com/2026/07/09/this-solar-stock-could-surge-80percent-says-wells-fargo.html) a solar play with 80% upside on a simple thesis: AI compute revenue potential dwarfs other battery uses. The narrative has always been 'solar + storage = grid resilience.' Now it's 'solar + battery + distributed compute = recurring revenue streams.' That's a moat shift. Home solar companies have historically struggled with commoditized hardware margins and cyclical demand.