How Explosive Compute is Revolutionizing the Infrastructure and the Energy Grid

An interview question I couldn't answer sent me down a rabbit hole. I built an exploratory analysis of Brent and WTI crude prices using FRED API data, looking at the spread behavior, volatility regimes, and rolling correlation across two decades of price history including 2008 and the 2020 crash.

First Solar is one of the few American solar manufacturers with a credible cost story, but the market prices it like a policy trade. This is a research project that absolutely no one asked for combining fundamental analysis with data work: cost curves, margin trends, backlog dynamics, and how the stock actually behaves relative to IRA tailwinds and broader clean energy sentiment.