An Australian hedge fund manager claims he has uncovered his best stock idea since he bought Afterpay at $2.84 in 2017 and made the fintech phenomenon 12 per cent of his market-beating strategy.

Geometrica Fund’s Gary Hui, who boasts a reputation as a forensic short seller betting against the likes of Carvana, Kogan and the a2 Milk Company, said US solar panel manufacturer First Solar can leverage government support for the clean energy transition to quadruple profits by 2025.