https://www.maisadwal.net/fieldnotes daily 0.75 2026-07-13 https://www.maisadwal.net/fieldnotes/presence-over-productivity-pxkzh monthly 0.5 2026-06-25 https://images.squarespace-cdn.com/content/v1/6a39bd702d765d2afa37e31d/e51076c3-a5d2-4992-9bfd-f0ec46ba4b70/2ba9c982-fe97-482a-a8d6-a165a8aab272_1544x1116.webp Field Notes - Can Nuclear Energy Keep Up in the AI Race? - Make it stand out https://www.columbiathreadneedle.com/en/gb/institutional/insights/nuclear-powering-up-opportunities-for-investors/ https://images.squarespace-cdn.com/content/v1/6a39bd702d765d2afa37e31d/e716afbc-bbde-4f5c-8307-2def548eddf1/d293e8ad-3397-4ebf-a766-9b6e2ed32141_1280x1068.webp Field Notes - Can Nuclear Energy Keep Up in the AI Race? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6a39bd702d765d2afa37e31d/458f1662-97f3-4357-823f-5479dc1c619a/7a233db4-ac37-4f8c-923c-4d18bd6fb0ac_1094x1600.webp Field Notes - Can Nuclear Energy Keep Up in the AI Race? - Make it stand out Visual Capitalist is a secondary aggregator and visualizer. While their charts are based on reputable sources, you should check the most recent data to see which countries produce nuclear power and how much. This data is from 2022, but nuclear reactors don’t go online every day, so this is more or less still where these countries stand. https://images.squarespace-cdn.com/content/v1/6a39bd702d765d2afa37e31d/c38b9b4e-7e73-4b2f-b7cd-0b6a06ce808e/df1a6f52-a58d-4113-a11e-c4ce514be022_1600x900.webp Field Notes - Can Nuclear Energy Keep Up in the AI Race? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.maisadwal.net/fieldnotes/maintaining-your-creativity-r3n5k monthly 0.5 2026-07-13 https://images.squarespace-cdn.com/content/v1/6a39bd702d765d2afa37e31d/1ef3405a-8903-433f-97aa-1ac21c90eaa2/download.png Field Notes - What Determines the Spread Between Brent and WTI? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6a39bd702d765d2afa37e31d/8c913085-3972-484b-9118-8df1889970d7/download+%281%29.png Field Notes - What Determines the Spread Between Brent and WTI? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6a39bd702d765d2afa37e31d/8d164032-3394-4a4a-afb7-eca7318010c9/download+%283%29.png Field Notes - What Determines the Spread Between Brent and WTI? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6a39bd702d765d2afa37e31d/582d59f6-9a70-4e39-bd57-546223615efc/download+%282%29.png Field Notes - What Determines the Spread Between Brent and WTI? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6a39bd702d765d2afa37e31d/0f392fa3-173a-4a5a-bece-03e9a511ea50/download+%284%29.png Field Notes - What Determines the Spread Between Brent and WTI? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6a39bd702d765d2afa37e31d/ec181a66-021c-413a-b9b6-9464d5f58b6d/download+%285%29.png Field Notes - What Determines the Spread Between Brent and WTI? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6a39bd702d765d2afa37e31d/6d37cb42-104b-4ab0-a208-78dec52601eb/download+%289%29.png Field Notes - What Determines the Spread Between Brent and WTI? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6a39bd702d765d2afa37e31d/cd3238d0-2e10-48d2-927a-7014ba2f3810/download+%286%29.png Field Notes - What Determines the Spread Between Brent and WTI? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6a39bd702d765d2afa37e31d/750033d1-7bc2-42ed-8ce7-51d060655946/download+%287%29.png Field Notes - What Determines the Spread Between Brent and WTI? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6a39bd702d765d2afa37e31d/20c8db17-1480-4ca3-90bd-404f7b88078c/download+%288%29.png Field Notes - What Determines the Spread Between Brent and WTI? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.maisadwal.net/fieldnotes/the-benefits-and-pitfalls-of-working-in-house-la7m6 monthly 0.5 2026-07-13 https://images.squarespace-cdn.com/content/v1/6a39bd702d765d2afa37e31d/5061b6bc-fe36-4cd2-832c-0c58563f4d02/Screenshot+2026-07-12+at+21.31.11.png Field Notes - First Solar Case study - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6a39bd702d765d2afa37e31d/13941811-df92-48b1-a744-a1cd9fd19bee/Screenshot+2026-07-12+at+21.39.59.png Field Notes - First Solar Case study - Make it stand out First Solar recognized $1.6b of Section 45X credits in 2025 alone, against roughly $2b of total gross profit implied by its 41% gross margin on $5b of net sales. I’ll analyze what this ratio says briefly. https://images.squarespace-cdn.com/content/v1/6a39bd702d765d2afa37e31d/33fae920-c8c0-4be0-b2d2-59a89a984ef2/Screenshot+2026-07-12+at+21.41.59.png Field Notes - First Solar Case study - Make it stand out Something I tossed around in my mind was the reliability of this moat. In the sense that foreign policy is a rapidly evolving and complicated subject. For example, Canadian Solar’s vertically integrated, China-linked module and storage reported a Q1 2026 gross margin of 25%, but roughly 12% of that was a single one-time tariff refund. https://images.squarespace-cdn.com/content/v1/6a39bd702d765d2afa37e31d/e9fc4e54-fc13-4434-83ba-b9fc10a76a68/Screenshot+2026-07-12+at+21.43.17.png Field Notes - First Solar Case study - Make it stand out I took notes on this so it’s not very fashionable, but it includes comments that are visible on excel. https://images.squarespace-cdn.com/content/v1/6a39bd702d765d2afa37e31d/7560ec46-535c-465f-bb1b-1eba4c427b47/Screenshot+2026-07-12+at+21.45.04.png Field Notes - First Solar Case study - Make it stand out FSLR enters this cycle with very little leverage (total debt-to-equity in the high single digits as a percentage) and a large growing cash cushion that has let it self-fund a multi-year domestic capacity build without diluting shareholders or taking meaningful debt. https://images.squarespace-cdn.com/content/v1/6a39bd702d765d2afa37e31d/0492a0ea-ff37-4836-8f2d-39cf7ed45548/Screenshot+2026-07-12+at+21.47.12.png Field Notes - First Solar Case study - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6a39bd702d765d2afa37e31d/0d31776e-a471-4b90-9cf3-d423bcab38f0/Screenshot+2026-07-12+at+21.53.02.png Field Notes - First Solar Case study - Make it stand out DISCLAIMER: These multiples are pulled from different snapshots across late 2025 and early 2026 and should be read as illustrative of range and direction, not as a single coherent point-in-time valuation table. https://images.squarespace-cdn.com/content/v1/6a39bd702d765d2afa37e31d/7b38c6b6-7dd4-448e-a9dc-f8ec17cee5ea/Screenshot+2026-07-12+at+21.57.48.png Field Notes - First Solar Case study - Make it stand out Sources: company Q4 2025/Q1 2026 earnings releases and earnings-call coverage https://www.maisadwal.net/fieldnotes/tag/tech monthly 0.5 https://www.maisadwal.net/fieldnotes/tag/data+centers monthly 0.5 https://www.maisadwal.net/fieldnotes/tag/domestic+policy monthly 0.5 https://www.maisadwal.net/fieldnotes/tag/nuclear+energy monthly 0.5 https://www.maisadwal.net/home daily 1.0 2026-07-13 https://www.maisadwal.net/contact-info daily 0.75 2026-06-23 https://images.squarespace-cdn.com/content/v1/6a39bd702d765d2afa37e31d/864cf720-b3e4-4fa0-8be7-59a928ad2d85/unnamed.jpg