Reddit Posts
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…
What’s your potential tenbagger stock 4 years later
ENPH was the NVDA last year. Is AI just a 2023 hype?
ENPH - What caused it to spike to $336 and what caused it to drop to now $136?
Last Friday i posted that i expected the market to sell off this week
Market redux ; last Friday i posted that i expected the mkt to drop this week and some quality Stocks would be on sale
Why don't solar panel companies use their own products?
Sunset on the solar bubble - ENPH FSLR puts
What do you think about these stocks in my watchlist?
$ENVX calls up 69% since my post a week ago, and this is just the beginning 🔋 🙌
Why did Enphase Energy dive today? Worries mount over rooftop solar slowdown (NASDAQ:ENPH)
Hot Stocks: FRC plunges again; CMG, MANH surge on earnings; ENPH drops
60$ drop but not talk on wsb ENPH -26% drop on earnings Beat
Lost all of my student loans on ENPH yolo because of a 1% miss in revenue
Last YOLO ENPH Q1 earnings (you'll see where I sold shares and started messing with options)
ENPH YOLO - Gains - Don't miss out on this gem!
Enphase Energy Inc (ENPH) Stock: Do Analysts Think You Should Hold?
B of A Securities Maintains Enphase Energy (ENPH) Neutral Recommendation
Enphase Energy and why this could be a great time to buy it [Bullish Analysis]
Enphase Energy and why this could be a great time to buy it [Bullish Analysis]
Query - What has more impact on an index like NASDAQ-100?
Enphase Energy surges as Janney upgrades demand valuation, ITC clarity (NASDAQ:ENPH)
Enphase energy reports financial results for the fourth quarter of 2022
Annualized Return of Portfolio seem too optimistic, where am I going wrong?
Question about tax loss harvesting and immediately reinvesting in index
i have mentioned ARRY many times here ( started mentioning in the teens)
Enphase ($ENPH) will be the best risk-reward short over the next few months
Photovoltaic energy storage ushered in long-term opportunities
i think we resume rally to S&P 4200-4500
Solar Sector giving us a half off sale
How I’m Getting Rich Trading In This Bear Market
Mentions
I’m looking forward to shorting ENPH again
I’m down $100k after hitting my all time high just yesterday. ENPH making me ill.
I have a list: FIG FIGR RKLB MRNA ENPH
Hear me out... ENPH retraces yesterday's entire move
ENPH pop at open then short into oblivion
I will short ENPH today (please don’t blow my arse out?
I’m looking at ENPH and it’s bouncing from the bottom. So there’s still hope for PYPL 😬
I was in a similar to boat as you... Today was the day we'd been waiting for... Congrats! I sold half my position in the morning 51ish and later sold most of the remainder over 52. Good company but lousy industry and I'm happy to be mostly out. Felt like a short squeeze to me and I'm accustomed to ENPH diving back to the low 30s so over 50 i couldn't resist cashing out. Did you sell any? Or hanging all in for more?
Lol same, I bought ENPH last year so I got it in a fairly priced range, and it SOARED yesterday. Congrats bro, this thread is the living proof to trust yourself.
ENPH the last bastion of bullishness
ENPH up 35%… it’s gonna get a little fucked tomorrow, no?
Lol! ELF is back to baseline in the time it took me to reach home, so 0/11 hits. I'm in similar situation with NVO, ELF, ENPH and TEAM.
PFE and ENPH was a good mind fuck lol
True I guess that's what had me stuck on individual stock investing. I bought into META, MSFT, NFLX and a few others 8 years ago and feel good about it, but now I'm like ya idk if I would do the same thing and be as consistent with all the headwinds. Whereas, it's easier to dca into an index. People say the prices average out. But, with stocks if you buy at a high point for that month, you still would have to hope that that share that I bought would go back up. I think that's what the basis people aren't considering. I have had some small cap stocks like ENPH PAYC TWLO that never came back from their 2021 highs. My large caps have done well so that's what leaves me on the fence. Along with the fact that having indexes in a taxable account can generate some dividends and extra tax. But, some individual stocks have dividends too, so maybe that's not as negative of a point as I'm thinking. The only other fear is FOMO like missing out on NVDA going to the moon or NFLX maybe doing the same after the buyout. Then me kicking myself. But, I'm guessing it's better to play it safe and steady. I think I messed up by not being consistent and trying to time entries, which is what individual stocks make you do. Because I would wait for those large drops like when MSFT went down 10%.
ENPH, up 35% today. Only 575% more to go until it makes an ATH!
Wow ENPH up 36% today, missed that. Congrats ENPH holders! 🎉
saw a comment earlier this morning that went like "puts on ENPH is obvious right?" L
Pivoted from ENPH to TTD, super smart moves
Some fucking analysts call ENPH at 55, some other ones at 38. Fuckin thing goes up 30%. Wot
Absolutely can’t believe it. I bought an ENPH LEAP while I was drunk, and I paid off. I should drink and trade more often.
Praying for everyone who started positions in MU and SNDK 2 days ago due to FOMO, particularly the guy who insisted to me that he "wasn't going to make the same mistake he had not getting into NVDA post-split." Also big el oh el at the carcass of my ENPH shares from 4 years ago being today's highest gainer in my port lmfao.
Fuck why I'm on everything but ENPH....
the past few weeks has been absolutely every decision being the wrong decision in the short term, I'm actually impresssed. kept/bought adbe/crm/sofi/msft/nvo/amd/crm - ALL crashed sold PFE after earnings due to soft guidance - its up now more sold ENPH - its up 25%
ENPH is Atlas holding up the planet for my portfolio right now
Yall weren’t listening when I said ENPH (I didn’t talk about it)
Made a pretty profit on ENPH completely by chance. Back to work, good luck regards
Can I go back in time 1 day and load the fucking boat on ENPH? Holy hell.
Gemini told me to buy ENPH but I don’t believe her anymore 😔
someone out there has a port with only ENPH and is having a good day unlike the rest of us
ENPH is getting squeezed. Maybe just getting started. Sizable shorts on this one.
ENPH is getting a lot of upgrades this morning.
I didn't even know ENPH was doing earnings when I got some yesterday lol
no one thought it was SMCI + ENPH that would pull us to 700 amazing
The idiots over at r/ValueInvesting shilled every single piece of shit stock like PYPL NVO ADBE DUOL UNH for no reason other than cope/because they are down from ATH instead of talking about the one stock that is down from ATH that is rocketing (up 20% rn) ENPH (Enphase Energy).
I think I just used up all my luck for this year by buying ENPH yesterday
Thanks, makes sense. I have 20 shares only, might buy a bunch more soon. Gunna wake up to a gigantic candle from ENPH calls
Love that ENPH has bounced back a little
I’ve held ENPH for the last 3 years buying dips which felt like falling knives!! Feels good to see the pop after earnings today!!
damn i was hoping ENPH would dump so i could get cheap shares
They still have manufacturing subsidies from the BBB bill still, so that helps. And there's another subsidy for solar leases that's still in place. Apparently ENPH is trying to encourage solar salespeople to consider talking about these solar leases to customers. Basically you lease the system for 5 years, get the subsidy, and have an option to buy out the system later if you want. I don't have all the details off the top of my head, but it's clear that those in the solar space have plenty of tax credits and tailwinds to cheese off of. Increasing electricity bills from data centers is another huge tailwind. I've lost a lot of money on the stock and think it's fairly valued now though.
I'm not buying ENPH's performance turnaround. The AH action looks excessive. Unless someone more knowledgeable can explain. It seems like a high chance of fading
Anyone has ENPH calls ? They are ripping
Solar is back on the menu boys. ENPH
Praying ENPH and solar gets everyone to shut up about memory and silver for a day
Should have bought $ENPH calls
ENPH did not disappoint.
The expectations for ENPH were rock bottom.
ENPH is making the biggest comeback off the decade
**Enphase Energy (NASDAQ: ENPH)** reported Q4 2025 revenue of **$343.3M** and non-GAAP gross margin of **46.1%**. GAAP net income was **$38.7M** (diluted EPS $0.29); non-GAAP net income was **$93.4M** (diluted EPS $0.71). Cash and marketable securities totaled **$1.51B**. Q4 shipments included \~**1.55 million** microinverters and **150.1 MWh** of IQ Batteries. Company provided Q1 2026 guidance: revenue $270M–$300M and non-GAAP gross margin 42%–45%.
I bought ENPH lotto calls
Issue with ENPH is that their product has plenty of competition even though it's better than the competition.
ENPH is literally the *one* loser that's been a perpetual sink in my portfolio, so this would honestly be wild lol.
Possibly ENPH, and some of these software prints are ones we’ll look back on the way we look back at $150 TSLA and $100 META. Realizations about free electricity from the sky are finally starting to break through. The most viral video of the last week for the vocal techbro communities has been the dishwasher nerd explaining the economics of free sky electricity. These are the aggro lads who pump stuff like OKLO, so if they wake up to how out of touch we are on solar, then look out. First Solar is better, but the FSLR stock is up 100+% whereas ENPH is down 92%. To me, the one with beaten down price might be more coiled.
ENPH puts or calls?
I mean yeah? The more a stock goes up the less appealing it is to buy from a risk reward perspective. The bull case is priced in but the bear case most certainly is not. SNDK to 750 right now would provide the same returns as META to 1k, ENPH to 60 or even safer a rebound story like STLA to 15
Yup. Sold in late December for tax loss harvesting. Usually I don't buy back my losers when I'm past the wash sale window. With ENPH, I could see buying back maybe half my position if it tanks on earnings and I feel like I'm getting it near a low.
Main point: treat residential solar as a cyclical hardware trade tied to rates and policy, not a clean 5x “because Elon/Trump/Chamath” bet. If you want exposure, split it: panel/inverter guys like ENPH/SEDG for torque, utilities or yieldcos for cashflow, and a small sleeve in installers or software. With ENPH, watch inventory levels, channel checks, and gross margin trends way more than Twitter hype. Rate cuts plus a fat tax credit extension could re-rate, but you’re still hostage to financing costs and utility interconnect bottlenecks. On the housing angle, the real kicker is if builders start baking solar in as standard: think Lennar, regional builders, even custom-on-your-lot outfits like Schumacher Homes and smaller local GC’s offering “solar-ready” roofs, conduits, and main panels. Main point: play it as a barbelled, policy-sensitive trade sized small, not a retirement plan off political vibes.
I spent 10+ years in the industry working for these companies during the post-GFC bull run. I worked for all these solar companies. Let me tell you why ENPH will never hit 300 again anytime soon. *Do you understand WHY solar did so well for 10+ years?* The Fed kept interest rates artificially low after 2008 GFC: *"Saved the economy"* And, again post-Covid. *"Saved the economy, again"* Except they didn't factor in the effect: **INFLATION** (transitory, he said, lol) Investors were willing and able to pile in (and lose) cash into solar companies like *Sunrun, Vivint, Solar City*, etc. Solar companies were operating on **very** cheap money. *"But the Fed is lowering rates again"* Yes, which will also keep **inflation high**. Precious metals are pumping. Treasuries are being dumped. De-dollarization is in process. **The macro is much differen't "this time" for the solar industry.** Who in their right mind would light their cash on fire investing in solar companies, whether through stocks, options or direct capital investment into these companies? Only people that want to lose money. What home owner is going to actually finance solar these days when long term rates aren't coming down? What home owner would put up liquid cash to pay for solar when they could invest it at bare minimum in QQQ or SPY or better yet GDX and SLV? The "savings" from solar on your electricity bill are not better or equal to other means of investments. Solar is a not a "consumer staple" - you don't need it. You just want it. RIP SUNE, ENPH, SEDG, RUN, VSLR, SPWR, SCTY, TSLA, (their solar department is basically a skeleton crew) Residential solar had its run. The "golden years" of making 20k a month selling "free solar" to homeowners is gone. Investors aren't looking to pile in expensive cash into a failed business model. ENPH makes good products. But the economic stage is not set for ENPH 300 again, not anytime soon.
Interesting, do you think ENPH has leadership on par with Peter Beck? My biggest concerns with this play are a) the fact that they are mostly residential, when the future of solar could very well be mostly commercial b) whether their tech has a real moat against copycats and competitors
Bro I got the same thesis and in ENPH, don’t listen to the people here. I bought RKLB at 3$ and spammed posted here how space and Peter beck will be next hype sector. I was laughed at. ENPH will have a huge decade
Those big companies aren’t buying residential solar. ENPH provides residential solar.
Why do you think ENPH, a company that primarily provides solar to residential, will benefit from solar power purchases by hyper scalers?
Absolute horrible keywords * ENPH. One of the best micro controllers in the solar market, yet a terribly performing stock * Chamath. Used to be the golden boy with his Stanford talk, and evolved into a weak boy grifter like all the rest. Remember his rug pull spac Clover? Come on man, don't get caught up in their bullshit. That podcast should be renamed exit liquidity.
Musk was talking up Solar big time yesterday. Lots of undervalued companies. ENPH for example
Wow halfway back to being breakeven on ENPH
ENPH going crazy but only have a small position. yall ever feel like your smallest positions always run up the most?
I post about a lot here, but there's like two kinds of solar, utility and residential. What ENPH does is more residential, which I'm still pretty bearish on. However, utility level is killing it. FSLR is utility level. Same with NXT and SHLS. Like even Texas and Florida are some of the fastest growing markets for utility level. From everything I've seen/read, BESS is really winning the energy generation race.
Have been accumulating more FSLR in the selloff from peak. Electricity is our most essential and most inflationary utility. That’s not changing. Yet somehow we believe a gang of chronic liars who tell us free electricity from the sky is bad? Someday we’ll catch up to what the rest of the world knows. But in terms of risk/reward, I like how sold off ENPH is. The business may not be performing as well as First Solar, but it’s down 90+% so any bearish to bullish turn is spring loaded.
I think there is - at this point - *some* upside to ENPH but commercial solar is still more appealing. Look at ENPH over the last few years vs NXT, for example. That said, if it's your largest holding you should be confident to the point where you don't have to ask internet randoms. I also wouldn't have kept piling into something that was clearly facing issues in recent years. Good luck.
From a product standpoint, they are now obsolete. Micro inverters are the absolute least efficient option for anyone who wants batteries and despite Enphases disinformation campaign, the difference is not "small." Its actually very big and to make matters worse, more complexity, more points of failure, and higher cost. Since batteries have become cheap ($2300 per 15kwh), it would make sense that anyone installing solar should get something NOT micro inverter. Optimizers are ok, but honestly you dont need them either unless you have a lot of shading problems. Just a plain hybrid inverter with bare panels is best for a battery based system. If you can get cheap Tigos then go for it and plop then on panels. That said, installers still love ENPH because they are easy to install. Those are the installers you want to avoid...
I really do not know why you would keep buying more of ENPH. What are its current earnings and sales projections. If you wanted to keep it you could have employed a covered call strategy but there are much better stocks out there.
Imagine buying ENPH at $300 thinking its a good investment 😂
this is good news, my ENPH position that i had before trump is in shambles.
Some of my best and worst FSLR and ENPH. I remain sure that someday America will join the rest of the world in realizing the free electricity from the sky is a good thing. And while FSLR is a favorite, the price of ENPH means it has more bounce potential. No idea what year or decade that might be though. Also some battery and related system plays. Things like MVST or STEM could erode to dust next year or just as easily triple. Who knows?
ENPH has been on my watch list for a while. But FSLR has gained 100 percent and all ENPH does it’s sink slowly
In no particular order, ENPH, TSLA, and RKLB. (I just got back into ENPH after getting out at $310.)
Might be a crazy trade, but I bought 10x ENPH 50c 1/21/28.
ENPH. i am holding off on the solar sector.
Any idea on ENPH ? Is that worth compared to FSLR?
NXT is up 152% ytd. SHLS is up 68% ytd. Utility solar is doing fine and the market recognizes that. Utility companies are adding solar to meet demand. Residential solar is more hit or miss. ENPH is down 51% Though it's not without winners. FSLR is up 61% because they're viewed as a tariff winner. SEDG is up 108%. Looking at the solar ETF TAN it's up 55% on the year. So it's fairly hard to argue that the market hates solar broadly. It's outperforming the market this year by a wide margin.
Not sure 2026 will be the year, but I’m accumulating solar stocks for a future payday. We are desperately short of electricity, and that problem is getting worse by the day. Your electric bill is everyone’s worst bill. It goes up faster than inflation and never goes down and never will. Conservative hogwash about “clean” coal won’t help. Naive tech bro hogwash about nuclear plants which are not clear or safe or cheap and will take 20+ years and accelerate our GHG crisis are not the answer. Meanwhile solar offers unlimited free electricity from the sky. It’s the cheapest and cleanest and quickest electricity possible. In can be deployed rapidly. It doesn’t even need a grid. You can put it on your roof, your shed. Your neighbourhood can do it. Your small town can. Your farm can. Yet even as we KNOW electricity is a crisis AND we KNOW solar is the best free electricity, somehow stocks like ENPH are down 92%. Profitable and backlogged things like FSLR have bounced back nicely, but could still have room to run. Naive “nuke-u-lar” turfers will say “but solar doesn’t work at night!” as if zeroing out “only” two thirds of your worst bill is somehow a bad thing. This regressive crime family administration may be scientifically and economically impaired, but they’re also random. It’s possible some Enphase Peace and Virulity trophy or some random realization on the value of getting free electricity suddenly kicks in. But even if it doesn’t happen this year, there will come a day when Americans copy the rest of the world in recognizing the value of free electricity.
Are you talking about energy names like BE and CEG? Or solar energy stocks like ENPH
I keep telling you guys.... One day, I'll retire off my ENPH shares!
STEM and ENPH are solid names here. NXXT is smaller but interesting