Two big positives for GTAT HiCZ's future: FSLR admitting that poly is the way to goby their recent purchase. And SPWR taking over because they are the high efficiency leader. Any player moving forward needs to improve efficiency to stay Alive. Especially in the residential sector.
Apparently there is talk of China coming to some resolution with the EU on the trade disputes. This does bode well for the solar companies, but probably come Monday, everyone will figure out that this greatly impacts GTAT as well.
It's somewhat odd that Chinese solars are responding the way they are.
Heavy put option could be signaling that smart money knows the outcome of the EU\Chinese solar trade spat.
I'm watching TSL, CSIQ, JKS, & SOL for some kind of opportunity, but I can't buy them when I know there is likely to be more political discourse ahead. I think it's likely that big money is running up the issue for no other reason than they can and selling puts along the way. This Chinese solar rally should end with a sharp pull back and opportunity to buy in. IMHO