Famed GameStop short seller Andrew Left of Citron Research disclosed three long positions on Tuesday for First Solar, Amazon, and iShares China Large-Cap ETF. Left said U.S. tariffs on solar imports would benefit First Solar, which manufactures domestically and has struggled with price competition from Asian firms. He expects better pricing power due to limited capacity and high demand from sectors like data centers. On Amazon, Left emphasized its resilience in turbulent markets and noted its current valuation as attractive. He is also bullish on China, citing low valuations, government support, and potential trade catalysts.
