The announcement of NVIDIA manufacturing AI supercomputers in the US may indicate a positive trend for US-based technology and manufacturing. However, this may not have a direct impact on first solar stocks, as the post does not mention the solar industry or renewable energy. The sentiment score is neutral, as the post does not provide any specific information that would directly affect the solar industry. Historically, Trump's statements have had varying effects on different industries, and in this case, the focus on US-based manufacturing could be seen as a positive for domestic industries, but the lack of direct mention of solar energy means the impact is likely to be minimal. Overall, the post is more relevant to the technology and AI sectors than to first solar stocks.