Hi. I'm the author of the original post. The amount of solar installed in the world is going to scale by more than 10x in the coming decades. There will be more than a trillion spent.

If you pick the winners, investment will have huge return.

Most solar companies, however, will be casualties in the fierce competition to come.

The other area to look at is energy storage. More renewables will increase the demand for energy storage. And it's early days in that field. Again: Huge returns for the winners. But most companies will be shaken out of the field.