Under the tariff policy, the logic within the clean energy sector has diverged: First Solar rose nearly 4%, as its thin-film photovoltaic manufacturing is based in the U.S., giving it an advantage under the tariffs; this narrative is very smooth. FuelCell Energy rose over 3%, with solid oxide fuel cells following a wave from Bloom Energy; the clean energy narrative for data centers still has momentum. Plug Power fell 0.3%, almost flat; the green hydrogen line requires too much capital expenditure, and the market lacks confidence in its profitability timeline😔