Reddit Posts
Being an analyst at TD Cowen sounds like the easiest job in the world.
$ENPH - Solar + AI data centers = next rocket ship ☀️🚀 Who's loading up before it rips to $150?
$ENPH - Solar + AI data centers = next rocket ship ☀️🚀 Who's loading up before it rips to $150?
the market hates solar so naturally i am buying all the vitamin d
24 MARCH 2026 ,WHAT ARE THE LOSERS TODAY ON THE SMALL CAP COMPANIES ?
Backtested insider buying as an earnings predictor for stocks that have reported so far
Backtested insider buying as an earnings predictor for stocks that have reported so far
Enphase Energy (ENPH): CEO Keeps Buying, Shorts Are Crowded, and the Solar Cycle Might Be Turning
ENPH gain porn. Solar is the future!
ENPH gain porn. Solar is the future!
Up 140% on ENPH LEAPS — still holding and think this has way more room
Strongest momentum stocks mid-session - SLAB +49%, EGHT +40%, ENPH +39%
Imagine the Democrats win the midterms - what stocks are you buying
🌨️ The “Snowstorm Basket” Isn’t One Sector. It’s Power + Data + Logistics + Water.
$ENPH riding the Chamath/Elon solar train? ☀️
Is solar a potential 5x bet given Trump/Chamath/Elon vibes? ($ENPH, $TE)
ENPH getting sentimental shifts?
Peak power demand is set to jump 26 percent. Storage and microgrids are the buffer.
From Giants To Microcaps: 7 Energy Storage Winners To Watch
NXXT Keeps Defending The Same Zone - Classic Base Building Behavior
I’m going to bag hodling these…
How Enphase and Tesla Foreshadow Microvast—and Why $MVST May Become the First U.S.–China Battery Bridge
3D Systems Corp (DDD) potential breakout inc.
3D Systems Corp (DDD) 200% breakout coming!
Oh shit! Robinhood just got into sp500! is currently short squeezing leveraged shorts who jumped in after jobs report
Oh shit! Robinhood just got into sp500! is currently short squeezing leveraged shorts who jumped in after jobs report
Enphase Energy (ENPH) breakout from a 9 month downtrend! 24% SI
$ENPH the play nobody is talking about. Read it all or ask chatgpt to summarize.
Trump expresses support for Musk's development what does this mean for Tesla and subsidy-related stocks?
What price range are you guys eyeing for stocks beaten by tariffs, BBB, etc.
Selling options on the road to $100K - Week 10 ended at $8,731.
shake the ENPH (Enphase) price more down. I wanna buy more this kind of crap stock….!
Sunrun -35%, SolarEdge -30%, First Solar -16% as Senate Bill Cuts Green Incentives, EV Credit Ends Early
Sunrun -35%, SolarEdge -30%, First Solar -16% as Senate Bill Cuts Green Incentives, EV Credit Ends Early
Sunrun -35%, SolarEdge -30%, First Solar -16% as Senate Bill Cuts Green Incentives, EV Credit Ends Early
Senate committee's changes to tax bill slam US solar stocks
Is anyone here who beat the market (no etf in the portfolio)
NO ETF BUT FOLLOWING COMPANIES FOR NEXT 10 YEARS
The Rumors of Solar’s Death Have Been Greatly Exaggerated: Sunrun (RUN) clear winner from Draft Bill Today.
Interesting Stocks Today (04/22) - Solar Powered Tariffs!
Interesting Stocks Today (04/22) - Solar Powered Tariffs!
Do you think ENPH and other renewable stocks are a buy right now?
$ENRT New Article. Great Time to load! Enertopia (ENRT) Unveils Breakthrough Clean Energy Technologies Link: https://t.co/ejAk7Y0bHZ Enertopia Corp (ENRT) Unveils Breakthrough in Green Energy Systems and Strengthens Patent Portfolio $PLUG $BE $FCEL $RUN $ENPH $SEDG
Analysis: Why solar is the best place to mark your money in 2024.
Analysis: Why the solar industry is the best place to park your money right now
Solar Adoption Spikes 2-fold in California’s highest-concentrated zip code (92131)
Are SEDG and ENPH ripe for a short squeeze?
Please double check my tax loss harvesting strategy
The only regret is I did not buy more Enphase on the dip. Rate stays the same, imagine ENPH, when rate is cut
ENPH PUTS! I’m the same dude who flipped INTC puts yesterday!
Sell losing stocks and re-invest in ETF or keep holding while investing incoming cash?
Sell losing stocks and re-invest in ETF or keep holding and invest incoming cash?
What’s the difference between ENPH and SEDG when it comes to offering?
Small account growth over October. SEDG, ENPH, LMT, SPY, NVO.
ENPH now at $78 after Q3 earnings call. How much lower can it go? Two weeks ago at $120 it felt like the bottom.
Enphase Energy’s stock tumbles toward a 3-year low after revenue miss, full-year outlook that’s well below forecasts
Suggestions on how to recover losses if I am not selling my winners
Why not invest in solar stocks right now? (ENPH, SEDG, SPWR, etc)
Even a regarded clock is right twice a day.
Least emotionally attached ENPH investor…
Mentions
That ENPH price action 🥰
Here’s the answer I was looking for! In the past, I have bought AMD for sub $30, MU for sub $60, ENPH for sub $10, (and a few others). My issue wasn’t my buy price, it was my impatience—I sold them all for roughly what I paid for them. 😭
Energy plays (ENPH, FCEL etc) only things down today rip tmrw ? 🤔 FCEL bouncing off $17 looks juicy
ENPH is the only red stock on my list
Don’t let these monkeys convince you they are smarter than the average window licker Argus Research $ENPH Price Target May: 36 Stock price: 34 Argus Research $ENPH Price Target June 2nd: 72 Stock price: 68 Argus Research $ENPH Price Target June 10th: 52 Stock price: 50 It isn’t a price target if you just change it to whatever the stock price is every Tuesday.😑
!banbet ENPH 70$ 5d
ENPH short squeeze rest of the week, 80$+
I have QQQ ENPH and WOLF calls. All bought at close, and expiring this week. To bad they are only micropeen positions
I still have it. I kept it and ENPH. ENPH was up to 300 almost and sold a little. Now it fell so much, but is moving up again.
ENPH + BE = goated
up 12.5% YTD, was 17% before Friday. holding and taking some nibbles at DRAM, RKLB, ENPH, NVDA while they’re down
Solar dying today was weird. ENPH down too. Keep an eye on two NatGas gen companies who IPOed this week and last week; INIO and EROC. Electricity isn't going to get cheaper, but NatGas is. Also, I hope you are buying RIVN.
Love me some loss porn. I took an L on $ENPH today glad I got out right at the open. Was fun while it lasted
Very true. I have been waiting a while now. Hoping that ENPH has a another quick jump so I can trim some profits.
ENPH calls for tomorrow about to have me putting fries in the bag
ENPH short squeeeze , ber f..
Cmon ENPH break that F…..70$ today. F*** all the shortsssssss
send ENPH to 80$ tomorrow, SHORT SQUEEZEEEE
ENPH breaking out, 1dte calls about to go parabolic
ENPH shrek dildo tomorrow
ENPH calls if u like money 1dte
ENPH calls, break out & short squeeze
ENPH to 80$ tomorrow, squeeze them shorts
load up ENPH shares & calls this shit about to f the shit out of shorts, squeeze tomorrow
ENPH short squeeze tomorrow
ENPH green, tomorrow we squeezeeee
I've been doing really good on renewable energy stocks and industrials around data center construction. VRT is on my short list to grab more of. Absolutely solid balance sheet. TE and ENPH. I think the boats left on that one. I'm deciding if I want to sell or hold.
fuck, my stop loss on ENPH got snipped.. what should I enter peeps?
300x$32 SNDK. Diversified 2/3 at $550 into ENPH, LITE, CIEN, UNH. Bought calls when there were major dips along the way.
Trying to decide what to cut in order to get back into ENPH while keeping all my MU & JOBY.
What’s the thesis and strike for ONDS? I had 40k in RKLB Jan 28 leaps, sold half today. Moved about 10 into LUNR calls for July. Super long Nok, BB and ENPH I’m long software/cybersecurity as my hedge…
Sold my ASTS calls today. Still holding shares, but at least I timed a top just right for once. Thus naturally means that everything else I own will dump tomorrow. Hope none of you regards are in MP, ENPH, or RDDT.
Great no take profits and get into ENPH and QS as they are the next AI plays to go vertical.
not really, I have positions in AMPX, ENVX, SLDP, QS, SES, SLDP... and agree with u/partypantsdiscorock AMPX has strong fundamentals and momentum rn, it is pulling the whole sector up. Especially after a day like today it is getting even more attention on the sector. I closed my positions in FLNC but will reload soon. Considering ENPH puts because it is so overbought. SES is another ticker you can add that is likely the most speculative. AMPX is making me monies rn, but I keep watching the technicals on the others and maintain small speculative options positions, because when one of them starts to catch, and gets rerated even for a little bit it will get wild.
Well, it went from "no believed their numbers" to "everyone believes their numbers now". That's pretty wild that every analyst jumped into the ship at the same time. I thought I would see this over the next 2-3 quarters, potentially into MU's December 2026 quarter where analysts can admit they were wrong and MU's cash flow is piling up. Their cashflow is going to start piling up. One thing I saw in MU's last earning were report was their earnings and revenues beat above estimates. Their earnings per share came in $3.2B (($12.20-$9.31) per share x 1.125B shares) above estimates while their revenue came in $3.79B above estimates. If you pull out the part that was above estimates, They made $3.2B in profits on $3.79B in revenue. That's a profit margin of 84% on the additional revenue. Those numbers told me that MU didn't make more capacity than they said they have. They just increased their prices and hyperscalers were buying it at the higher prices like hotcakes. That's why I was confident they would hit the $1T market cap. I sold half my position at $900, and will look to exit my other half at $1000/sh. I wouldn't be surprised if they hit $1640, but that's nearly $2T in market cap. I would like to be confident that this cycle goes into 2029 before making that bet myself though. I plan on closing my entire MU position and using MU's 2x ETF or MU's options for its ride up beyond $1000. I'm looking at BE as one of the major energy plays. I have 300 shares in BE purchased from $125 to $250, but I think this one can be up to $500B in market cap. BE looks like it is trying to catch up to GEV. Other than that, I have NBIS too. NBIS is in a much better financial position than CRWV, ORCL, IREN, APLD, and HUT. I've grouped these together. I'm also looking at ENPH and SEDG. No positions yet, because I want to see if they can actually get into the AI datacenter energy supplier business first.
ENPH up since they can help with the energy bottleneck for all these datacenters getting rush built.
Anything even remotely connected to possible future govt contracts or Trump association is flying. Garbo from the past like CRSR and ENPH have been flying. Companies rushing to IPO. Yeah, I'm starting to get concerned lmao
I’m watching JD, PATH, ENPH, CLF - what else for today / tomorrow?
I hate solar and alternative energy stocks, but there is a narrative for alternative data center energy sources. Also if mid terms don’t go daddy’s way. Some names been quietly surging. ENPH
ENPH the new goated AI datacenter play
AI can’t get enough energy - robotics is already coming a big way also needs energy . Solar will be undeniable - FSLR still low PE, NXT. ENPH will be a winner again it’s pivoting to commercial and data center from pure residential
ENPH, been riding that for a couple of days
if you didn't get on the ENPH train, I don't know what to tell you, except "hop on board, we're going to 2023!"..
Cause the whole market is fucking euphoric rn, with rising inflation in the background, and possible continuation of Iran war. I'm not keen on much at these prices. I was keen on Upst and ENPH, but enph went up to much for me. Upst I am long I have shares and calls. Maybe I'm just becoming a bear idk? Also got some puts on intc, Tesla and cvna just hedging a bit in case of a incoming dip (honestly inflation is the main thing scaring me, inflation + euphoric all time highs coming off a strong performance in 2025 scares me). All my long term share holdings look so amazing rn. That's why I feel I need some puts lol.
Why ENPH is running? Does anybody know
I've got a decent chunk of change in ENPH! Been holding it for a while and only recently broke even, nice to see some action on it (which of course makes me wish I would have bought more while it was dipping!) SAABY and NTDOY are what I'm adding most on lately... 🤞
I sold all my BE recently after a long time. Take a look at ENPH and FCEL that’s where my money going
whos dumb enough to buy ENPH up here LOL
**ENPH? what does it even do?**
ENPH is coming back in hot, fly baby, fly!
ENPH keeps running.. sunny days ahead
SEDG and ENPH are trying to reposition some of the product portfolio to be tailored to 800V transformers for data centers
Not my comment but I was going to suggest ENPH as a solar angle due to their position as the largest supplier of micro inverters.
Another 2 tickets for ya: XMTR (ATH breakout but semis risk), ENPH (local breakout but Iran war risk)
Why the fuck would you have held this down to these levels and not sold? I had bought ENPH around $180 but it was pretty clear it wasn’t going back up. You good sir are a true regard🍻
ENPH back to ATH? 40% in last 5 days.
ENPH is going back to 100. The longer the war drags on, the more investor sentiment will shift towards solar.
Why no one talking ENPH? Y’all don’t like shart squeezes no mo
spy failed me but at least I made profit overall on ENPH calls today
ENPH up 6% on a red day. I dunno if its the pivot to inverters for data centers or the realization that all the electricity demand will inevitable lead to more solar but solar stocks getting back to ATH would be a huge opportunity
what a month from ENPH finally
What renewables stocks are you guys holding? Currently in ENPH, MWH, and NXT. Doing well in all of them but looking to keep expanding. Trump admin won't be around forever, imo these have already bottomed and will be big winners over the next 5 years
ENPH is going to 300 again
It's been fun watching my LAC and ENPH bags come back from the dead lately.
Already pulled out of every AI stock and full ported RIVN and ENPH. Solar/electric is gonna make a comeback
$ENPH and $ASTI look good 👀
Hedgies nuts getting squeezed. LCID and ENPH both up pretty strong
I lost my a$$ on ENPH. That was when I said enough.
Why is ENPH blasting today?
It's only a matter of time before ENPH goes parabolic like BE. It tanked and then recovered this earnings but they happened to announce they're moving into AI data centers. I think they'll cook up something next earnings + if we get a blue wave solar will pump hard. I think it hits 100 again this year.
I was tracking BE for a while and missed it somehow. And didn’t want to chase it after it hit 100. What are the thoughts on FLNC, ENPH??
man, i haven't seen ENPH stock price in a minute, wtf happened to this stock?
ENPH is down 90% from it's high.
Closed today TP: - Calls: SIMO • NBIS - Puts: DQ • JKS • ENPH Opened today - Calls: MSFT • VIAV - Puts: PI • CHKP Disclaimer: not any kind of advice. Don't do anything I would do...
Went long HOOD, ENPH and SOFI. Only short is NVDA and it hasn't moved.
ENPH printed for all of 3 minutes.
Dang not even AI data center talk can save ENPH from its standard earnings selloff lmao
ENPH down off a triple beat and raise?
Knew I shoulda sold more ENPH puts but I’ll take it.
**Enphase Energy (NASDAQ: ENPH)** reported Q1 2026 results: **revenue $282.9M**, GAAP gross margin **35.5%**, non-GAAP gross margin **43.9%**, GAAP net loss **$7.4M**, non-GAAP net income **$62.3M**, and free cash flow **$83.0M**. Shipments included approximately **1.41M microinverters** (627.6 MW DC) and **103.1 MWh** of IQ Batteries. Cash and investments totaled **$930.6M**. The company announced development of the **IQ SST** solid-state transformer for AI data centers and provided Q2 2026 guidance.