The Nasdaq won't go down more than a few percent in my lifetime. It took almost 100 years, but the Fed has finally figured out how to protect our stock markets without ever creating another bubble. The last 1,000 point Dow recovery was proof that investors understand that the Fed will sustain the stock markets for generations without any more downturns. Although I wouldn't recommend more than 20% margin, I think that all investors must be fully invested in stocks, preferably internet stocks. The stock market is a foolproof way to make a fortune now that the Fed has taken all risk out of it. The new methodologies for calculating earnings are additionally very encouraging, as is the Fed's ZIRP policy, which makes buybacks dirt cheap for our companies. It just doesn't get any better than this. This is the New Paradigm. It's different this time!
Aren't they expanding out of China to avoid the US tariff? This is very expensive but in the long run will allow them to compete with FSLR and SPWR in the US, who also manufacture overseas in Asia outside China.