SunPower (SPWR -3.87%) is one of the hottest stocks on the market and investors are starting to buy into this solar story. Gross margins are improving and it looks like the leasing business is catching hold in the U.S. The Motley Fool's Lauren Kuczala sat down with Fool.com contributor Travis Hoium to see what's driving this stock, and whether or not the company can hold off competitors going forward.