• Demand for solar energy keeps on rising briskly, after steep price falls.
• Prices have stabilized and companies recovered some of their profit margins.
• For growth to continue, companies need to significantly expand capex, which has interesting implications for certain stocks.
• If capex doesn’t increase enough, prices could actually increase.

The Coming Solar Capex Boom – Applied Materials, Inc. (NASDAQ:AMAT) | Seeking Alpha