जब कोई लीडर स्टॉक बढ़ता है, तो सिग्नल आपूर्तिकर्ताओं, ग्राहकों और मिडकैप तक पहुँचता है।
Tesla (TSLA) आय कैस्केड
6 चरण · 3 ऐतिहासिक घटनाएं
कैस्केड प्रवाह
Tesla's delivery report is the single most-watched EV demand indicator, setting sentiment for the entire sector.
CATL is Tesla's primary LFP battery supplier; Tesla volume directly affects CATL's order book.
Panasonic derives ~70% of its battery revenue from Tesla; delivery numbers are existential for Panasonic Energy.
LG Energy supplies cylindrical cells to Tesla and reads through to broader EV demand across GM, Hyundai, and others.
BYD's own delivery data typically follows within days; Tesla trends signal whether the global EV market is accelerating or decelerating.
Lithium miners react with a lag as the market reassesses battery-cell production rates and upstream material demand.
ऐतिहासिक घटनाएं
ट्रिगर
Tesla Q1 2024 deliveries of 387K missed consensus of 449K — first YoY decline in 4 years
लीडर की चाल:
TSLA -4.9% on delivery missकैस्केड परिणाम
CATL -3%, Panasonic -4%, LG Energy -5% over 3 days. Albemarle -8% in the week as lithium demand fears intensified.
ट्रिगर
Tesla Q3 2024 deliveries of 463K beat 461K consensus, signaling recovery
लीडर की चाल:
TSLA +3.2%कैस्केड परिणाम
Battery makers rallied 2-4% over 2 days. Albemarle +5% as lithium sentiment stabilized. BYD reported record 443K NEV deliveries days later, amplifying the upswing.
ट्रिगर
Tesla Q2 2025 deliveries of 520K smashed 480K consensus, new quarterly record driven by refreshed Model Y
लीडर की चाल:
TSLA +8.5%कैस्केड परिणाम
CATL +6%, Panasonic +7%, LG Energy +5% in 3 sessions. Albemarle +10% over the week as lithium restocking expectations rose.
वर्तमान स्थिति
कोई सक्रिय कैस्केड नहीं मिला। अगला संभावित ट्रिगर TSLA की आय है।
First Solar (FSLR) आय कैस्केड
6 चरण · 2 ऐतिहासिक घटनाएं
कैस्केड प्रवाह
First Solar is the primary IRA beneficiary in solar manufacturing — 45X production tax credits apply directly to its US-based thin-film modules, making FSLR the clearest policy read-through in clean energy.
Enphase microinverters attach to rooftop solar installations; IRA residential clean energy credits drive demand for both modules and Enphase's power electronics.
SolarEdge's DC-optimized inverter systems serve the same residential and commercial solar installers; policy tailwinds read through identically to ENPH.
Sunrun is the largest US residential solar installer; strong IRA incentives reduce customer acquisition costs and boost lease economics.
Accelerating solar deployment drives battery storage co-installations, increasing lithium demand expectations; Albemarle reprices with a week-plus lag.
SQM is the world's second-largest lithium producer; energy storage demand signals reach Chilean miners after the full solar policy cascade has played out.
ऐतिहासिक घटनाएं
ट्रिगर
Inflation Reduction Act signed into law — $369B in climate/energy spending including 30% ITC, 45X manufacturing credits
लीडर की चाल:
FSLR +39.6% in the week of passageकैस्केड परिणाम
ENPH +26%, SEDG +22%, RUN +18% in the same week. ALB +12%, SQM +10% over two weeks as battery storage buildout assumptions were revised sharply higher.
ट्रिगर
Treasury Dept issued final guidance on 45X domestic content adders — FSLR modules confirmed to qualify for maximum bonus credits
लीडर की चाल:
FSLR +8.4% on guidance dayकैस्केड परिणाम
ENPH +5%, SEDG +4% as broader US solar demand outlook improved. RUN +6% on installer margin expectations. ALB +3% over the following week.
वर्तमान स्थिति
कोई सक्रिय कैस्केड नहीं मिला। अगला संभावित ट्रिगर FSLR की आय है।