What an interesting perspective on the concept of "winning".
"Big oil" normally refers to the the companies that extract and sell oil and refined products... so "big solar" presumably refers to the companies that produce and sell solar panels. Since many have gone out of business and most of the rest of seen dramatic collapses in profitability and stock price... to what extent have they "won"?
Take, for instance, SPWR (boosted to a "buy" by this analyst). Certainly... a 12% jump to $6.25 a share is a really nice day for any investor... but let's not forget that it was at almost $135/shr just a few short years ago. YGE is similarly down 90% even after this morning's 9% climb.