You could also make the case for hemi or semi.
Yesterday we relayed Solars: Cowen & Co positive (ENER, ESLR, FSLR, HOKU, SPWR, STP, and TSL.)
Right now FSLR is up $12.74 (6.08%).
Last September Cowen called for FSLR to outperform the S & P by 40%. I scoffed (having called a 22%, five day move in the stock a couple weeks before) and watched as it went from $107 to $283.
Both Lazard and Cowen have made some very timely calls on First Solar.