ENPH

Bitter_Griffin

I’m scared for my ENPH next week after this new tax bill draft

softboiledjadepotato

I guess Monday is short TSLA and solar (RUN, ENPH), long Nuclear and basically everything else

starentbrett

puts on RUN and ENPH

dvdmovie1

> How many things have you bought that ripped, then dipped - and you missed your sell window? CRCL was a small holding - was going to invest in a small position, research further and consider whether to add more but was fine with the gain that I had in less than a week. Perhaps had I investigated further I would have owned it longer lol. oh well. Four notable instances in recent years that come to mind that were held over a longer period where I did well, should have sold and didn't (didn't *initially* appreciate the change in fundamentals/magnitude of the change, etc.) TMDX, ENPH, CELH and ELF. Still own some TMDX with a very low cost basis but wish I would have sold entirely when it neared 200. ENPH did okay but could certainly have done a lot better. Round tripped on CELH and traded it a couple of times since. ELF was another name where I did well but could have done better. I avoided a further decline in ELF the level of which that I couldn't have expected but I also missed the bottom in that because I did look at it in April and decided on something else instead but should have - given the level it got to - added that. There's definitely a number of retail/consumer tariff-impacted names that got to levels in April where I should have bought from a sheer trade standpoint even if I didn't like the businesses that much. It happens. I absolutely make mistakes, but I try to get ahead of single name issues quickly and learn from mistakes whether it be not selling when I should have better appreciated change in fundamentals or missing out on things that I did actually look at and should have considered and didn't for whatever reason (didn't like investing in the consumer, tried again with CELH/ELF, very mixed experience and thought I'll go back to not investing in retail/cpg and maybe that kept me from giving more consideration to retail that was overly obliterated in April.)

aluminumqueso

What’s wrong with ENPH?

macdryshaving

Whoever said ENPH puts yesterday, thank you.

Affectionate-Idea690

i lll place this here: *Meta* signs *deals* to source more solar, wind power for data centers ... ENPH *Enphase* Energy, Inc.

macdryshaving

Will ENPH puts print?

_hiddenscout

Makes sense. I just personally don't feel the most bullish around residential solar, even with rate cuts, but the fundamentals around ENPH isn't bad by any means if you believe the growth is there.

_hiddenscout

NXT is a great name and great value. I'm not the biggest fan of ENPH personally, but the valuation isn't bad if you believe long term. I just personally like NXT because it's not a residential play on solar, but an utility play. Which with new energy generation coming online, it's a ton of solar + battery storage.

Bin_Jin

ENPH used to all the rage here a few years ago. No one mention it anymore

Bazakka

The theta decay on 0dte will kill you. I used to buy and sell options in minutes too. It’s exciting as hell, but it’s so easy to get beat very quickly. Then you hold on hoping for a recovery that never happens and the Theta decay kills you. I changed to doing my DD and finding the right stock to buy long term deep ITM options with minimal Theta decay. I’ve made huge money on JOBY, ACHR, SOUN, BBAI, QBTS, PLTR, SMCI and currently ENPH. Someone I believe here on Reddit said that Paul Pelosi’s trading style was to buy deep ITM options. I tried it and bonanza!!! You find a stock that’s in a hot sector, read, study, and buy it or don’t buy. I bought 50 options on JOBY and ACHR for $1 an option maybe 8 months ago. They both went to over $10. The stock price was $5 when I bought them. 1/5th the stock price. I bought the options expiring in like 3 or 4 months. Delta was near 100. Next to no Theta decay. I really think that kind of “investing” is the way to go. Low risk. PLTR is a winner as well over and over. Options are expensive though. I’ve owned the stock since it was $22, but I also buy options every time it takes a big dip. It always rockets back. Ok. My two cents. Good luck.

Detail4

Yeah FSLR will fare better because it’s mostly large commercial. Anything left that relies on residential like ENPH, SEDG, RUN will drop more.

Top-Fig845

Damn ENPH… Perhaps I treated you too harshly

namtab00

ENPH : beaten down too harshly RLAY: has massive potential

fhuxy

It was up too much (3%) premarket, thought I might be buying near the top today… definitely didn’t believe it would run 8+% today. Added to my RIVN and ENPH positions, threw a couple grand into QQQ 0DTEs and made 40% on those. Hope you make it out okay tho, I really do.

InvisibleEar

Imagine if you bought ENPH in 2022

bkbruiser

ENPH Bought under a dollar. Sold some in the $1s, and the rest under $5. Yup. Didn't even let a single share ride on "house money".

---Right--Tackle---

ENPH 5 year chart is absolute cinema

Yogurt_Up_My_Nose

so you bought a ton of ENPH. got it.

_hiddenscout

My bad man lol. When I read that comment in the morning, i was at the gym. I thought you said they were more utility. I think ENPH is an interesting company and actually not a terrible buy at these levels.

InvisibleEar

ENPH still has a p/e over 30 though

AntoniaFauci

Ultimately almost all purchasers of ENPH products are commercial. They’re installers and entities who design and spec the systems. Enphase makes the nuts and bolts.

ZedRDuce76

Same. ENPH is sitting on a billion in cash for buybacks. I’d rather they just buy a few Republican congressmen bc it would be insanely cheaper given we know how little they sell their souls for.

breakyourteethnow

Yep, bought ENPH puts after seeing the unusual order flow pan out this morning - $600 to $3500 for a buddy on Disc. Still made a little bit on ENPH even after the move took place.

CatsalsoCookies

If you believe common sense will come back at mid terms, then now is the time to load up on $ENPH I think, but it might bleed further until we finally find a bottom.. Going to research this one thoroughly though, might be a wealth generator in the long term

PixelPixzy

During Covid I read an article praising ENPH and how they are a great investment opportunity. They were trading at $45 and I wanted to invest but I was caught up in other trades. 2 years later they peaked around $320 and I thought I really missed out. Today they are at $34. Down over 70% ytd. Potentially a great opportunity. Pure value investment if you're willing to wait for a democrat president again...if we get one again...

Grunblau

🥭 takes away Elon’s EV credits and TSLA pumps… Republicans take away Elon’s Solar credits and everyone expected a pump again? ENPH is down like 25%…

Independent-Cress382

Someone bought 6k contracts of $40 ENPH weekly puts yesterday (about 10%) OTM and closed today, turned $305k to $3.3 million https://preview.redd.it/k2k26fox5i7f1.jpeg?width=1179&format=pjpg&auto=webp&s=5fe2ebab6cbb8c53043b02393879b04d17077963

pietroetin

I'm catching it guys, I'm catching the $ENPH falling knives. Unload your bags here!

namtab00

better than $ENPH?

Ok_GAINZ

ENPH gotta be close to book value at this point, right?

aluminumqueso

Went in on ENPH

namtab00

holyshit $ENPH, the fuck happened? ...was looking to get in, glad I didn't pull THAT trigger (not that the ones I've pulled are faring any better...)

ProfessorPayne

Anyone else thinking about ENPH as a long term buy and hold?

Peanutbutterpondue

I thought ENPH was residential-heavy, while FSLR was utility-heavy. AntoniaFauci’s comment made me wonder if my knowledge is outdated, as I don’t actively follow the solar industry.

Peanutbutterpondue

What is the breakdown of ENPH’s revenue between residential and commercial segments?

berrschkob

ENPH still a falling knife, wait 'til the selling is finished.

AntoniaFauci

ENPH is more diverse across residential and commercial. And besides, the credits that people are panicking about today... the bill seeks to phase them out in 3-1/2 years.

GinOnIce

Loaded up on ENPH calls. Free moneys

chandu1256

Cries in ENPH

AntoniaFauci

You may have it backwards. ENPH is used in commercial and residential. It’s basically the Microsoft of solar systems. FSLR more the residential play. I prefer it right now on valuation and their very deep order backlog. It was $195 a couple weeks ago after giving current updates. Both companies are profitable and growing. People here saying “is bankruptcy on the table?” are not understanding that share price is a different metric.

Chief-Sheed

ENPH looks nice eh

comancheranche

I love swinging ENPH no lie I’m watching it rn. Caught most of the bounces the past months it’s a solid gain without stressing over the options lol

_hiddenscout

I’d just point out that there is residential vs utility in terms of solar. I don’t like stuff like ENPH as much, since that is mainly a residential play.  However the utility stuff I’m much more bullish on. NXT for example is way off its morning lows. 

AntoniaFauci

Just did heavy orders on ENPH and FSLR. The read on the budget bill seems off. The revised version is not really worse today than it was yesterday. And the overselling doomslinging about credits is way overblown. Solar is free electricity. Electricity costs never go down and in fact they’re ramping up sharply. The belief that solar isn’t viable without credits is myth. The only thing it changes is the capital payback period. Would you say no to free electricity for life if it takes 8 years instead of 4?

Bitter_Griffin

They tell me solar is the future but then they massacre my boy ENPH

Bitter_Griffin

Ok I’m betting a lot of money that ENPH can’t go lower

selesnyaTroll

Guess ENPH is officially dead. o7

dvdmovie1

I don't know about ENPH but for some of the other names seems increasingly probable. Those names are all heavily shorted (short interest 30-35%+) and obliterated at this point so there is the risk of a short squeeze between here and 0 for some of these things, but I'm not seeing a positive catalyst that would sustainably turn the story around either.

jrex035

Yes, if the Big Bullshit Bill passes as is, all solar credits will be stripped after the end of the year. On top of that, the Trump administration is attacking green energy in general, and solar in particular, and high interest rates mean that there's a serious risk of many solar companies going under over the next few years. ENPH isnt immune from that possibility

Bitter_Griffin

Solars still a long term trend so surely full porting into ENPH can’t go wrong right? Right?

tostitostiesto

Who’s gonna go all in on SUNRUN RUN and ENPHASE ENPH SOLAR

Bitter_Griffin

ENPH looking like a good long term investment

dvdmovie1

Solar stocks facing an eclipse. Just one thing after another between rates going higher (and staying high) and now losing credits. Over the last 5 years, ENPH is down (taking in pre-market) 17%. At one point during that time period though it was +620%.

DevilishJoe

Feel like giga brain selling ENPH at 100 :toothlessmexicanlaughing:

Thrice_Greaty_Great

Would be interesting to see which politicians bought puts on RUN and ENPH prior to this news 🧐

Mean-Evidence-4056

look at ENPH thank god TSLA is a car company and not energy

Mean-Evidence-4056

I have ENPH shares, TLDR; I'M never goin to financially recover from this

comancheranche

Lmao what happened to ENPH 🤣

GreenMellowphant

Not exactly what you asked, but I’ve been in and beaten the market since 2020 (when I started investing) and have one of the most concentrated portfolios one can. I started with four companies and got down to two in two years - excluding a very risky position consisting of far less than 1% of the accounts. (ENPH was one of those four companies. I exited at >$300. Mostly because the holding was redundant in my portfolio, but the market cap tripling so fast made it easy.) **I absolutely would never recommend this strategy to anyone. Furthermore, I would actively try to dissuade someone that doesn’t have a serious body of knowledge in a field integral to the investments being considered.** It takes an absolute iron gut; the hardest part for me is holding through highs. Early on, I conditioned myself to celebrate big discounts, but it’s hard not to take a lot off the table sometimes after a big move up. You start dwelling on the likelihood of someone’s net worth changing that much that fast and the desire to protect it builds very quickly.

CommandOk50

ASPN 11% DECK 10% EL 8% EVVTY 11% ENPH 11% OSCR 13% RDDT 8% SG 13% XYZ 11% SPAXX 4% I want to delete all my finance apps and check back in 5 years.

Isorry123

ENPH FSLR FLNC EOSE NEE PLUG RUN SEDG All spiked. Gotta be something brewing 

Vlmlee

Take a look at ENPH 👀

superhappykid

I'm not sure when you got into some of these stocks UNH TGT INTC ENPH But these are real stinkers. We are talking almost at 52 week lows. If you bought them for a turn around play you should mention that (I know you mentioned it on INTC but not the others).

Party_Shoe104

This is long (Part 2) Cash Secured Put Option....You do not need to own 100 shares, but you do need enough cash on hand to purchase 100 shares of the stock....or the price of the stock minus the premium you collect. This is a way to get into a stock and not have to pay market price. I recently sold a cash secured Put on RDDT. I chose the $95 strike (stock was at $97 near the bottom of the Bollinger Band) and picked the July 18th Expiration. A buyer paid me $915 to buy his shares for $95 by 4 PM on July 18th. If the stock closes at $95 or less by 4 PM on July 18th, then I have the obligation to buy those 100 shares for $95. BUT, since he gave me $915, my cost basis will be $85.85/share. If the price of the stock closes above $95 on July 18th, I keep the $915. That $915 represents an APR of 68% on the $8585 of cash collateral I needed to have on hand before selling this cash secured put. I'd be happy to own RDDT and I am happy to generate the $915 if I do not have to buy the shares. In selling a cash secured Put, you open up the option chain and go through the same thing I listed above for Covered calls, pick a strike price, look for a .2 delta if you just want to collect cash and not buy the shares or a higher one if you want to buy the shares, pick an expiration. Best time to sell a cash secured Put is when the stock is decreasing (premiums are higher) or when it reaches the bottom of the Bollinger Bands When selling a cash secured put, the buyer is Bearish while you are Bullish on the stock. When selling a covered call, you are Bearish on the stock, while the buyer is Bullish. There is much more to Selling Options, but in selling them, you always collect a premium (earn money). Not so in buying. The Risks: The only downside to selling a covered call is that you cap your upside. In other words....if ENPH hits $90, I am still obligated to sell those shares at $70 (the strike). I still make money on the profit of the sale (if I were to pick an $80 strike) plus the premium. The downside to selling cash secured puts is if a stock tanks. Let's say RDDT is at $60 by the time expiration hits. I still have to buy at $95 (DCA of $85.85)/share (which is how I got into ENPH and BKSY). You should spend time watching as many Youtube videos as possible on options. My advice is stay away from buying. Spend a year or 2 just selling. Once you've mastered selling, then look into the "Wheel Strategy." There is no need to buy. Buying really requires you to understand how the Delta and Theta negatively affect the buy side of that trade. Not knowing this is probably why you lost money on them. Also, stay away from naked calls (way too risky). Learn everything you can on options, then start generating some revenue. Some of those tobacco companies and oil & gas companies pay out a decent dividend. Imagine adding premiums to those hefty dividends! Just more money you can generate with those cash paying cows..

Cantthinkofacoolnam

Look at SEDG RUN ENPH

Party_Shoe104

This is long, but bear with me... I never buy, I always sell. Selling always guarantees you some income. Buying does not. Covered Call....To sell a covered call, you must own at least 100 shares of the stock. Each covered call contract represents 100 shares. When you sell a covered call....you pick a price you are willing to sell your shares for. This is known as the "strike price." Then you pick a date in which the shares must hit the price by. This is known as an expiration date. There is something known as "Delta." The Delta serves 2 functions: 1) the amount the contract moves for each dollar of the stock. So, if it is a .2 Delts, if the underlying stock goes up $1, the value of the contract goes up 20 cents.. A .5 delta will move 50 cents for every $1 change in the stock price. 2) the delta is also the probability in which the contract will expire "int the money." or achieve the strike price by the expiration date. An "Option Chain" is where you find the strike prices, expiration dates, and deltas for options. Let's use ENPH as an example: I own ENPH at $70. Right now, the stock is trading at $45.85. Instead of selling it for a loss or waiting for it to get back to $70, I can collect money (known as premium) by selling a call. Because I do not want to lose money, I will pick the $70 strike (break even). Looking through the option chain, I can sell or buy and option with the $70 strike (I'll be selling). Since the probability of ENPH hitting $70 tomorrow or the near term is just about zero, I have to pick an expiration that is several months out. The Sept. 19th expiration reveals I can collect $146 from a buyer that is interested in paying $70 for my 100 shares. So, I am getting paid to sell my shares at my price. I can pick a later expiration (Nov. 21) and collect $277. If I don't really want to sell my shares, then I look for a .2 Delta or lower. The Sept. 19th expiration has a .18 Delta. So, I click on sell option. I enter 1 contract (represents 100 shares), I enter expiration date Sept. 19th, and hit submit. In this example, when a buyer purchases the contract, The $146 goes into my account. This $147 represents an APR of 7.54%. from the cost of my 100 shares. It's like creating your own dividend. That is more than a HYSA, most dividend stocks, a CD, Bonds, etc. If by 4 PM on Sept. 19th, ENPH closes at $69.99 or below, I get to keep my shares and the premium. Then I rinse and repeat (sell another call). If I owned 500 shares, then I could sell 5 contracts and make 5 times the money. If ENPH closes at or above $70, then I am obligated to sell my shares at the $70 strike to the buyer. The buyer has the right to purchase the shares, but does not have to. I equate selling covered calls to owning property and renting that property out. I am basically renting my shares and collecting/generating income. If you actually wanted to sell your shares, then pick a higher Delta ,4. The best time to sell a covered call is when the stock is rising and when it reaches the top of the Bollinger Band. Premiums fluctuate with the price of the stock Cash Secured Put Option....You do not need to own 100 shares, but you do need enough cash on hand to purchase 100 shares of the stock....or the price of the stock minus the premium you collect. This is a way to get into a stock and not have to pay market price. I recently sold a cash secured Put on RDDT. I chose the $95 strike and picked the July 18th Expiration. A buyer paid me $915 to buy his shares for $95 by 4 PM on July 18th. If the stock closes at $95 or less by 4 PM on July 18th, then I have the obligation to buy those 100 shares for $95. BUT, since he gave me $915, my cost basis will be $85.85/share. If the price of the stock closes above $95 on July 18th, I keep the $915. That $915 represents an APR of 68% on the $8585 of cash collateral I needed to have on hand before selling this cash secured put. I'd be happy to own RDDT and I am happy to generate the $915 if I do not have to buy the shares. In selling a cash secured Put, you open up the option chain and go through the same thing I listed above for Covered calls, pick a strike price, look for a .2 delta if you just want to collect cash and not buy the shares or a higher one if you want to buy the shares, pick an expiration. Best time to sell a cash secured Put is when the stock is decreasing (premiums are higher) or when it reaches the bottom of the Bollinger Bands When selling a cash secured put, the buyer is Bearish while you are Bullish on the stock. When selling a covered call, you are Bearish on the stock, while the buyer is Bullish There is much more to Selling Options, but in selling them, you always collect a premium (earn money). Not so in buying. The Risks: The only downside to selling a covered call is that you cap your upside. In other words....if ENPH hits $90, you are still obligated to sell those shares at $70 (your strike). You still make money on the profit of the sale (if I were to pick an $80 strike) plus the premium. The downside to selling cash secured puts is if a stock tanks. Let's say RDDT is at $60 by the time expiration hits. I still have to buy at $95 (DCA of $85.85)/share. (which is how I got into ENPH and BKSY). You should spend time watching as many Youtube videos as possible on options (my advice is stay away from buying) and read as much as possible. Learn everything you can on options, then start generating some revenue. Some of those tobacco companies and oil & gas companies pay out a decent dividend. Imagine adding premiums to the money you can generate with those cash paying cows...

dvdmovie1

I made about 5x on LVGO, which was told to TDOC for $18.5B. TDOC is now worth $1.3B. There were all the discussions about BYND for a while. All the EV names that everyone thought were the next TSLA. Solar has been obliterated - ENPH went from $336 to $90 before the election last year, fell another 30% in a week, bounced 20% and lost another 40% to the mid 40's.

rackrate

News: July 4th Friday, the senate votes ‘Big Beautiful Bill' Play: Solar stocks (SEDG, ENPH, RUN, ARRY), Strategy: Market is closed on July 4th. This is a great opportunity to sell theta and IV that expires July 3rd. Solars are starting to heat up again

Vlmlee

Everyone's overlooking energy storage during the next AI cycle. TSLA's the main player but there are others that look juicy, especially ENPH (which has been beaten down), EOSE, FLNC, etc

YourSecondFather

Me and my partner earns about $2000 per week. $500 going straight in Google, UNH, UBER, DVN, INTC, ENPH, TGT, UPS and Spy every week.

Apprehensive_Two1528

ENPH shall be fine. I have it too

Party_Shoe104

While I am down on all these stocks, I have covered calls on ALL of them. So, at least I am generating some revenue while I wait to get back to even. BKSY....because of the growth/opportunity in India ELF....history of meeting/beating earnings ENPH....A belief that rates will eventually come down PHM....A belief that rates will eventually come down NU.....They continue to expand into other countries S....A belief they will become profitable TEM...Nancy Pelosi can't be wrong....can she?

comancheranche

How regarded am I to think ENPH lookin kinda juicy rn but I know if I buy it’ll go to sub 20s

presque-veux

Well I've been investing in ENPH but they've been losing money - hence where I was asking where that guy above got 'good solar news' Bitch of it is I had FSLR and sold it at 100 a couple years ago. Total rookie move

skat_in_the_hat

ENPH. I bought at 99ish. It was up to 120ish, and I didnt sell. Once trump got elected it TANKED.

Father_of_Lies666

Just cleaned up 200% on the forbidden stock with calls. ENPH short paid well. Squeezed some assholes out of SLS a few weeks back, that was only 80% but was hilarious.

f0xinaround

ENPH can probably go lower. RUN just got brought back to March prices but cheap cheap 🐣

ComprehensiveKiwi489

Said on here yesterday I was buying the dip in solar (bought calls on RUN, SEDG and ENPH) - Sold an hour ago (near the peaks), and am happy with the gains. Probably could've held and made more, but didn't want to risk Memorial Day weekend.

ComprehensiveKiwi489

Said yesterday I was buying the dip in solar (bought calls on RUN, SEDG and ENPH) - Sold an hour ago, and am happy with the gains. Probably could've held and made more, but didn't want to risk Memorial Day weekend.

cesvrr_

ENPH has taken a beating jeez

tostitostiesto

Can Solar stocks like SunRun and ENPH make a comeback today?

95Daphne

At some point, solar is going to be a buyable dip. Believe it or not, but ENPH (I'd prefer other names though) did better in Trump 1 than it did in Biden's term if you're going off stock price. I'd say we're in baby thrown out with the bathwater territory with solar/green energy and managed care and they probably bottom as soon as the Big Lame Bill is signed into law.

lipmanz

ENPH is legit right?

Unlikely-Run-400

Loaded up on ENPH puts

AntoniaFauci

It was $193 last week following strong earnings. Now at $153. ENPH has gone from $60 to $37 in a few weeks. Both companies are heavily “American”, profitable, growing, and best of breed. IONQ has nearly doubled. Fundamentals are not on the menu right now.

ComprehensiveKiwi489

Wasn't in the solar sector before today. Was very lucky, because I've played around with RUN and ENPH all the time with trades over the years...But I bought calls on this, SEDG and ENPH (i.e. the most "damaged" solar stocks today). To me, the drops are so severe that it's worth the risk. I think the final version of the bill is much different (i.e. not as bad for solar) when the senate sends it back.

dvdmovie1

The lack of floor for solar is extraordnary. ENPH down about 75% from the top in 2022 to right before the election last year. Election happens, goes down 30% in a week. And one would think that yeah maybe this isn't going to be supported but at that point how much worse could it get? Stock bounces 20% ... and then goes down another 50%.

BoredPoopless

Remember when ENPH was the reddit darling and over $200 a share?

klyphw

Bought some more AES. Might get more NEE. I thank the lord I was able to break even on RUN and ENPH last fall

indyyo1

If the bill doesn’t pass Senate then ENPH rips 

Medical-Chapter-1410

ENPH -20%? holy shit. lol

OSRSkarma

Solar stocks are fucking cooked holy fuck ENPH at $30 looking good

bentosekai

looks like ENPH got crushed by the bill, it's down 21% rn

Elusive-Lucifer

RIP ENPH but the V on FSLR?? WTF is going on??

DrummerCompetitive20

did ENPH report bankuptcy??

gocrazy_gostupid_

Rip my old pal ENPH

Topoyiy00

catch the ENPH falling knife

Adventurous-Date-397

Just printed a 50% gain in 10 min on $ENPH calls