Is GT Solar Eyeing Rubicon? Tune in on June 14

LED bulbs are already the go-to technology for illuminating cell phones, tablets and TVs. They haven’t become the standard in the lamps and lights in American households, however, largely because they’re so expensive. But as prices drop sharply, the upgrade to LED makes more and more sense. If traditional incandescent bulbs are the tail-finned gas guzzlers of the lighting universe, compact fluorescent lights (CFLs) are like plug-in electric cars: Better for the environment, but not appealing to many because of the way they look and perform, as well as higher upfront costs.

LED bulbs are already the go-to technology for illuminating cell phones, tablets and TVs. They haven’t become the standard in the lamps and lights in American households, however, largely because they’re so expensive. But as prices drop sharply, the upgrade to LED makes more and more sense. If traditional incandescent bulbs are the tail-finned gas guzzlers of the lighting universe, compact fluorescent lights (CFLs) are like plug-in electric cars: Better for the environment, but not appealing to many because of the way they look and perform, as well as higher upfront costs.

By Lenny Grover: Elevator Pitch

Rubicon Technology, Inc. (RBCN) J.P. Morgan LED General Lighting Symposium Call August 30, 2012 9:45 am ET Executives William F. Weissman – Chief Financial Officer, Treasurer and Secretary Presentation Unidentified Analyst

By Valuable Insights: We recently established a long position in Rubicon (RBCN), a leading vertically integrated manufacturer of sapphire products used in LED applications. With business having bottomed after two challenging years, recent signs of improvement, and strong long-term secular drivers, we think Rubicon offers a very favorable risk/reward profile, with shares trading at $8.47, over 75% below all-time highs.

Rubicon Technology, Inc. (RBCN) Canaccord Genuity 32nd Annual Growth Conference Call August 14, 2012 4:00 pm ET Executives William F. Weissman – Chief Financial Officer, Treasurer and Secretary Analysts Jonathan E. Dorsheimer – Canaccord Genuity Presentation Jonathan E. Dorsheimer – Canaccord Genuity

By Tate Dwinnell: This is a potential game changer for LED stocks and could also very well mark the bottom in these beaten down green energy stocks. Friday China announced it will begin banning the use of incandescent bulbs beginning in less than a year.

Dr. Duru submits: Even as the market grinds lower in the current correction phase and solar stocks get slammed, GT Solar (SOLR) has stood out.