Guy Adami spoke on CNBC's Fast Money about Goldman Sachs' upgrade of First Solar, Inc. FSLR. He agrees that the company has the best balance sheet in the industry, but he would rather buy SunPower Corporation SPWR, because it has a larger short interest. Adami sees SunPower at $35.
Steve Grasso said that traders who want to buy stocks in the solar space are usually buying First Solar and SunPower and he thinks that it is safe to be long both of them.
Tim Seymour has a long position in Yahoo! Inc. YHOO. He wants to see the management change and he thinks that the core business is valued at zero.
David Seaburg is also looking for a management change in Yahoo, which would move the stock higher.
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