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
Are SEDG and ENPH ripe for a short squeeze?
What’s the difference between ENPH and SEDG when it comes to offering?
Small account growth over October. SEDG, ENPH, LMT, SPY, NVO.
Why not invest in solar stocks right now? (ENPH, SEDG, SPWR, etc)
SEDG : $1M put yolo by unkown into a potential Israel solar mess.
IB: Got early assigned on two contracts of deep ITM SEDG put credit spreads
Market redux ; last Friday i posted that i expected the mkt to drop this week and some quality Stocks would be on sale
Alphanso rates SolarEdge Technologies Inc. (SEDG) stocks at 9.5/10 as markets proactively indulge in greener energy sources
Photovoltaic energy storage ushered in long-term opportunities
It’s time to turn to Clean Energy, what's your stocks of choice?
It’s notable that renewable energy stocks are rising with oil & gas right now.
SolarEdge Technologies (NASDAQ:SEDG) Upgraded to Conviction-Buy at The Goldman Sachs Group
SolarEdge Technologies Stock (SEDG): $385 Price Target From Citi
My Proudest Investment Solar Edge Technologies (NASDAQ: $SEDG)
$MAXN Maxeon earnings on November 17, what to expect and how its related to SPWR and ENPH
Follow UP post ** What has been up with Solar** 200% GAINS!! Must read $MAXN
Solaredge ($SEDG) - Massive upside potential in the solar energy sector
Solaredge ($SEDG) - Massive upside potential in the solar energy sector
Solar? Bullish? What are your thoughts on the clean green future.
#afterhours 08/02 $PCSA $AVTO $TA $SEDG
$SEDG: Time to make hay where the sun shines
3 Solar Stocks Wall Street Predicts Will Rally by More Than 20%
Opinion: Be careful with Sunworks.
Mentions
I was watching the European side SEDG - they are not identical but I just saw more US issues. I did not pull the trigger. I have been told ENPH inverters are superior to most in the markets
SEDG mostly. Went in heavy when it dipped but it kept dipping 🤣… Yeah that’s why I’m thinking of taking the smaller loss and going for a different play
BTC SEDG for 92% net profit
Almost stayed away ... CSP on HIMS(-5) and SEDG(-10), Buy/write 1 WMT. So far only HIMS is red
Was sexier at 30 the other day. I also think SEDG is the better stock, not the better product.
CGC was a bad call. Also I still stand by the company SEDG but new admin has been no friend to renewables and solar credits.
SEDG +26 and moving higher HO LEE FARK 🫣
Solar stocks running today? RUN, SEDG, a smallcaps, etc
Of course I had to ignore SEDG today
I have quite a few that have become some of my favorites, but some that I use most often are: SOXL, CONL, TSLL, NAIL, HIMS, SEDG etc.
lol 100%. you can make that much in 10 mins with spx. I made 100% + on SEDG, MODV, and CHGG. You dont see my braggin about my low gains
At what point does Enphase finally bottom and then 3X like SEDG? The company should do great once rates drop there will be a huge increase in solar installs (which are almost always financed) because nobody wants to pay 8% rates for loans
For all my ghey bers, who still have cash or margin to buy poots, may I present a well-researched list of analyst SELLs and 12 month target prices (CFRA, MorningStar): Celcius CELH $46 > $35 Darden DRI $204 > $187 Dominos DPZ $485 > $404 Dropbox DBX $28 > $20 GoDaddy GDDY $165 > $150 Martin Marietta Materials MLM $585 > $485 Packaging Corp PKG $206 > $148 Sherwin-Williams SHW $340 > $296 Solar Edge SEDG $27 > $12 TD Bank TD $75 > $50
It’s not the biggest challenge for them in the US anyway —they are the leading micro inverter company for rooftop solar. In addition to the transient suppressants in play that i already mentioned, there is ongoing risk with how the grid utilities respond to mire rooftop solar. Enphase has expanded geographically and is expanding beyond micro inverters. They are a profitable company. (Their stock is a tenth of what it was a couple of years ago.) They seem to be maneuvering the way a company should that us facing the challenges it is and will but maybe those challenges ate reason for caution. For some reason, lesser competitor SEDG stock price is outperforming this year - makes no sense to me
SEDG still only has $2B mcap, fcf positive so yeah, i think it can run big
is anyone here still buying into SEDG? That thing is unstoppable it seems
Most successful: SEDG, started buying at $30, sold at $325. Least successful: BABA, started buying at $210, sold at $80.
That’s what I told myself when I bought SEDG at $60 a year ago.
Whoever had solar puts (especially on RUN or SEDG), congrats on your new lambo.
ENPH FSLR FLNC EOSE NEE PLUG RUN SEDG All spiked. Gotta be something brewing
I just seen sun and Sedg dump hard after the big beautiful bill passed narrowly from the house. I’ve seen a lot of news regarding regret and revisions of the bill. I’m betting on the senate revising the solar tax credit and not passing the bill as it is. Hoping it will cause a pump. I’ve got 7 strike calls for August on (RUN) and 8 strikes for July. Just been trading stock for (SEDG) so far. Would like some calls but seems iffy since it broke past 21.00 today. Also seen news about how sunrun was profiting. Done little dd. Gambling to try to get some of my portfolio back lmao. good luck man. (Not financial advice) I’ve lost almost 3k this year so tread lightly 😂🤦🏻
Look at SEDG RUN ENPH
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
Bag holding a smaller position but still down about 50% on them. I feel like as soon as I sell they’re gonna recover. SEDG at least has incredible insider buying at these prices.
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.
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.
https://preview.redd.it/ttaq6oru2f2f1.jpeg?width=1179&format=pjpg&auto=webp&s=de3614ade647b0c3b81dda75294f5d18c32311de lol I actually yolo’d $700 on some SEDG 1DTE 15.5 calls. Dropped like crazy today and usually rebounds day after with shorts covering. Most fridays are up.
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.
WCGW? Just invest it into SEDG and TSLA.
Any thought on RUN, and SEDG?
Growing my knowledge and experience in the wheel strategy. I need quick & easy so I'm using a low cost app. Not much capital, but made over 200% annualised in March, 8 DTE on WOLF and SEDG Is that a good result? Other wheelers how are you doing?
[SEDG tanked 70 percent in revenue last year](https://finance.yahoo.com/news/1-wall-street-favorite-stock-130450162.html) and tariffs wont save them from their inventory problems and weak demand
Dude this is so insane. I’m gonna increase my SEDG short then lol
WOLF looking pretty good! SEDG not so much… https://preview.redd.it/kx4fbrjcv7we1.jpeg?width=1290&format=pjpg&auto=webp&s=ee04d6a3ee350af0e388367c7fb44267415a2112
how about WOLF and SEDG? what do you think partner
Totally fair take, the green energy space is definitely crowded, and political headwinds under Trump 2.0 are real. But that’s actually why SEDG’s setup is so interesting right now. If the market’s pricing in doom for the whole sector, and SEDG is still holding 40% short interest while insiders are buying and institutions like BlackRock are staying put, it’s a pressure cooker. Tariffs might hurt long-term growth, sure, but squeezes aren’t based on fundamentals. They’re based on positioning, and right now shorts are overloaded while the float is thin. Not saying it’s a long-term green energy bet. Just saying if fear + over-leverage = forced covering… that’s the window.
Great question. I appreciate you digging in. Right now, I see SEDG more as a shorts play than a traditional value play, but there’s overlap. Market Cap is around $715M, which is wild considering this was a multi-billion-dollar company not long ago. Cash & Assets: As of last report, they had over $800M in cash and about $2.5B in total assets. Debt: Long-term debt is around $1B, so yes, they’re carrying some, but with over $800M in cash, they’re not desperate. Book value per share is actually higher than the stock price right now, which definitely puts this in deep value territory if they stabilize. But what makes it attractive right now is the 42% short interest, small float, and insider buying, that screams “squeeze setup,” especially with macro volatility rising. Not financial advice, but I'm seeing it as a **
Good point. Geopolitical tensions absolutely matter, especially with U.S.-China relations heating up and tariffs being thrown around like darts. In fact, that pressure could amplify this setup: If markets wobble due to macro fear, hedge funds may start pulling out of riskier shorts like SEDG. And if the U.S. rolls out new clean energy initiatives (to reduce foreign dependency), solar names like SEDG could benefit, even quietly. It’s not the main focus of my thesis, but it definitely adds fuel to the fire. Appreciate you bringing it up.
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I saved myself from this confusion, SEDG is red every day.
Hey guys, what are your opinions on LAES? It seems like they had a really bad year, but the sector is due for more growth. My concern is SEDG seems to be taking all the mindshare. I do not have a position, or do i plan on creating one. I had a buddy ask about it and I don't have time to look into it more
Anybody else invest in SEDG and starting to have medical complications from holding now? Really starting to think I'm gonna have to get a class action lawsuit going here or something.
SEDG up 20% YTD is kind of incredible
Odd when SEDG and ENPH are up sharply while FSLR is down
My best stock was almost a ten-bagger. I found SEDG using a screener, bought at around $30 in ~2017/2018 because the fundamentals were really good and it was trading at around P/E 15. I sold in early 2021, not long after the founder/CEO died and everything looked like a bubble. Now it’s trading about 40% below where I first bought it, I stopped following the company but at a glance the fundamentals really dove off a cliff.
Sold my trust vix instruments to start shopping, cautiously though as there’s no telling how many more floors down this elevator could go, and I think we have some key tariff tantrum date coming up next week. In the rubble of a selloff, i try to find the babies that got thrown out with the bath water, or perhaps just oversold. Like: * **FSLR**been selling off repeatedly on policy fears, but couldn’t those be priced in? And then it sold off on SEDG’s problems. But it’s only 13x, and I remain convinced that people and businesses of every stripe want lower electricity bills, and nothing is cheaper than free electricity from the sun. * **TXRH** Texas Road House - a gem of a regional restaurant chain. Nice numbers, growing locations sustainably. One of the few restaurant chains where customers are delighted with the food, the service, the value. Didn’t get its due because it reported earning during a market hurricane. * **CCJ Cameco** - biggest western uranium producer. There is an ongoing and long term uranium supply squeeze. Great earnings but reported during market bloodbath. Also oversold on Ukraine peace talk thesis, but no matter how Ukraine plays out won’t change the supply crisis. * **FTAI** first decimated on short attack but step by step seems to be debunking each element. Aviation demand is huge. Just a return to pre-short attack levels would be a big return. Was in the process of shooting up last week and then got sold down indiscriminately with the rest of the market. * any others?
I stay watching here and I never risk more than I can afford to lose. I’m down $500 (%12) on a stock I tried to get peachy in ($STSS) and now I will be holding that for a bit but options are a whole different game. Especially DTE options. My method the last couple plays I made options wise were on $EDIT and $SEDG. Bought puts the day they spiked up and sold way way too soon but for profit. I saw absolutely no relevant news on both to spike up so I looked for support levels from there and figured it was going to drop a long way due to that. Now they are kinda just sitting on my watchlist maybe waiting for buy in. I think puts are a better and more reliable way to gain profit. Especially on these non known stocks that just blow up %100+ in a day.
SEDG got [absolutely demolished with a 64% revenue drop](https://beyondspx.com/article/solaredge-technologies-sedg-navigating-the-competitive-solar-landscape-with-innovation) last quarter and their European market is getting crushed harder than my dating life. They're trying to save face with some fancy new Texas factory but when your [customer service and reliability are trash](https://finance.yahoo.com/news/palantir-initiated-roku-upgraded-wall-143520208.html), throwing money at manufacturing won't fix the core problems. The stock's recent bounce is just Wall Street playing hot potato - don't be the last one holding this bag.
I'm going to let ChatGPT decide who I throw my money away on tomorrow. . Ok it says SEDG. Never heard of it and it's down 80% for the year, all in
I’m on the sideline for WMT but you nailed SEDG. Looking forward to your thoughts on next weeks lineup when the list of company’s become available.
Im aware of all those things. Still going with my gut and playing puts. I was right about SEDG, hoping to continue the streak
If you aren’t buying the SEDG squeeze with 40% SI, why are you even here? Shouldn’t you have “a job”??
I bought puts on SEDG yesterday. I belong here...
Looking like the whole solar sector is squeezing on this SEDG move. Lord let me unload some bags 🙏
Those SEDG numbers are horrible, but the bar is just so low for them. Bankruptcy risk is baked into the share price.
SEDG squeezing on bad earnings. 40% short. May dump, who knows.
I think solar in general is a sneaky play right now. It’s beat down and everyone thinks the sector in general will struggle because of the new admin, but from what I’ve read, they’re seeing a ton of demand because people are afraid 🥭 will make it difficult to get. That seems to be what happened with SEDG. FSLR is a much better company than SEDG with strong financials. They’ve been beaten down a bit, but they’re up premarket in sympathy with SEDG possibly. I think some March or April slightly OTM calls could be good(NFA)
SEDG is running. Up 12% so far. They missed EPS but beat revs. 40% of the 55 million share float is shorted. It’s prone to big moves and could see a ton of volume today.
SEDG is running. Up 12% so far. They missed EPS but beat revs decently. 40% of the 55 million share float is shorted. It’s prone to big moves and could see a ton of volume today.
No one is really talking about SEDG and it’s too late to buy options for earnings, but it’s worth keeping an eye on tomorrow. Expectations are low and their last 3 earnings have been terrible. 40% of the float is currently shorter; and there are only 52 million shares outstanding. Insiders have been buying a lot the past month, and the weekly rsi has an extremely strong bullish divergence. They could absolutely dive bomb on bad earnings, but if they beat and give some unexpectedly good guidance(I bet they will), I think there will be some significant movement over the next week or two with short positions unwinding.
SEDG! 20% UP last 2 days. Have earning calls tomorrow!
SolarEdge (SEDG$) gonna have a good earning call. They up 20% in the last 2 trading days. keep an eye!
$SEDG and $DDD look solid for growth
https://preview.redd.it/zz5yks2l5yge1.png?width=564&format=png&auto=webp&s=f7ea3742ddf37f7943c1877e5d9cebbe8ff58745 Finally getting back in the green with some $SEDG calls. Closed out my puts last week and 13.5 strike with 2/14 expiry for the calls. I think the market overreacted to the tariff news, Massive bear trap.
SEDG, CELH and INTC are day/swing trader milk cows. They have consistently bounced between a very narrow price floor and ceiling for the past 6 months, and offer very liquid weekly options. Just don't go full regard and buy a ton of 0dte portions, just buy and sell stock and write options and you'll make modest but easy money
Slightly on the up today. Reason why I found this thread was I bought stock for the first time last weekend and it was on SEDG, and this was one of the only posts I found on SEDG in WSB. Kind of an impulse buy, but I think I did good. I might have to hold for quite a while, although I might sell next month assuming we'll have a market correction around Jan 21 next year if avian flu indeed becomes the next plandemic
Agreed. Never had SEDG Holding CVS Sold CLF
Agreed, selling my SEDG at a loss for tax purposes in a few days.
I’m going to have to disagree here: SEDG - Republicans don’t love clean energy. Democrats love green energy. Republican states benefited from green energy policy. Trump has signaled repealing parts of the IRA (inflation reduction act) including a variety of green energy credits. He also has proposed tariffs on multiple countries that can affect SolarEdges supply chain. Per SolarEdge website, they have a contract manufacturing site in Mexico and China both current targets for Trump tariffs. (They also have a factory in South Korea and another manufacturing site in Vietnam. Neither are specific targets but will get subsequently hurt by blanket tariffs in the region). Trump is also very verbal about reversing protections and regulations on gas and oil drilling which obviously lowers prices there. I don’t see the evidence to support a green energy boost. CVS - I don’t think Walgreens being bought out is a big tailwind for CVS. If it does go through, Private Equity will slowly strip its operation down to the bones and then sell it for scraps. I don’t see any reason to believe Walgreens traffic will significantly shit to CVS. Regardless, I do think CVS is a decent long term play at its current price/valuation. CLF - yeah I don’t get this. Like I’m fairly certain this similarly played out in Trumps last term. Steel industry got a really good boost from tariffs and production and prices rose. But the downstream cost hammered automakers.
SEDG - republicans love clean energy based on how many red states take advantage of the IRA bill. CVS - with Walgreens set to be sold off to a PEF next year, CVS stands to profit from one less competitor. With the UHC CEO news out of the way, this stock will rebound hard. CLF - will reap once tariff on imported goods is put in place. Cars, especially steel production, will be a driving force for the country in the next 4yrs.
SEDG. Not the next NVDA, but trending up from a 52-week low and earlier today received a DOUBLE UPGRADE from Goldman Sachs.
Better than a friend of mine who bought like 10k worth of SEDG stock a year ago and is still holding
I've been in ENPH since about 2018. It's a solid stock with good management and a huge technological advantage over SEDG, but there are a few issues: 1. Anticipation Trump will gut anything positive for alternative energy 2. Reliance on residential solar. Utility scale solar is generally built in areas where shade isn't as much of a problem, which reduces the value proposition microinverters bring 3. European market has been slowing down for quite some time 4. Interest rates. While I do believe now is as good a time to buy as any, I'd suggest DCAing into a small position more than building a substantial position. Personally I'm still waiting to see how the above 4 items develop before adding more.
I’m doing those Dumb Money trades today! Yolo! I checked the charts and I’m thinking I’m a technical analysis wizard here. I noticed Solar is increasing through the sectors, and I bought SEDG. I’m bag holding my ARRY. I bought some ICU, RGTIW, UMAC, HTLM, API, and RR. In short, the trends for UMAC, RGTIW, and HTLM appear to be increasing. RR shows it’s at the beginning of its uptrend. I believe there is new information or news coming with RR and API. API is not even a stock I would normally recommend, but the charts show something. I tried to search it up and found YouTube channels that have yet to post the news. One says Dec 5. Possibly news coming… also, I may dip my toes in KC
Hey folks, I inveated in these different stocks, and am wondering now I should let them go for sure, or hold onto them, since I invested quite a lot: PLUG (Plug POWER) ENPH (Enphase Energy) SEDG (SolarEdge) These three were kinda top tier in 2020-2021 and went downhill hard ever since. I'm not sure if they're going to make a comeback, investors / websites have obscure answers regarding that. Cheers!
Batteries are getting cheap but they are not trivially cheap. There is still a financial limit but becoming less so as prices drop. Micro inverters are by far, the easiest to install. Installer love them for that reason, and they generally recommend them over anything else resulting in more sales (even when they are not in the best interest of the customer). To the consumer, they provide an ok improvement in power generation due to panel isolation. This helps on cloudy days or if you have a really crappy roof setup with lots of shadows. If you dont have those problems, then their benefit is very low. But the problem comes at the cost of two extra inversions if you want to use batteries. This is what I describe above. For anyone who intends to get batteries the best solution is optimizers plus central inverter AFTER the batteries. Optimizers give you the same isolation as micros but without inversion. So what you want to do is go direct from panels to batteries and then from batteries to inverter. That would be the ideal setup with no dumb loss in power and fewer parts (2 less inverters and less panels needed). SEDG had this advantage but as I stated above, they blew it due to QA problems. So now the only real option is SMA who bought out Tigo, who makes an optimizer. I would suggest buying SMA but Im not a huge fan of EU from an economic perspective. But if they can become popular in the USA then the sky is the limit. But the problem is as stated. Installers want easy installs and could care less about their customers so they sell Enphase. Interest rates hurt solar/batteries. State laws like those in CA also hurt adoption. Now add the political environment in the USA and uncertainty around it. Not only are republicans in bed with big oil and utilities, but Trump isnt exactly friendly with Germany or the EU. Not sure what that will translate into.
SEDG is a much better play in this sector, imo. Don't let all the right-wing narrative fool you, red states are benefitting the most from clean energy bill.
No and yes. Yes SEDG competes but they dont have micro inverters, rather they have optimizers. But SEDG has lost practically every installer due to quality problems with their inverters. Their inverters were failing as a super high rate (close to 50% within a couple of years) costing installers millions to service. As a result, installers simply dropped them and now even warehouses dont even carry their brand. At least not here in CA. ENPH most assuredly has a moat in micro inverters. No one bothers with alternatives in the USA because its not worth it. They are established, reliable and the price is the same as competitors so whats the point to gambling with other brands? The problem with ENPH and all micro inverters is they suck with batteries and batteries are getting cheap. So if you want a system with batteries, you generally want to stay away from micros unless you like losing an extra 5-10% of your energy for no reason, and you like paying for 2 extra central inverters for no reason whatsoever than to invert extra times simply due to where the inverters are located along the string. These are two more points of failure and unlike micros, these will be far more expensive. However if you just want solar and grid connect, there is no real competition. The competitors are same price, worse tech (especially those multi-panel ones) and offer far weaker community and professional support. Its just not worth it. If you want optimizers, the best choice today is Tigo which was bought by SMA. SEDG is probably done.
SEDG is a better proposition currently, while they wait for Europe/ Asia to get thier shit together.
Never had a moat, inverters, panels, batteries etc are commoditized and without subsidiaries it is a tough uphill battle. SEDG is the play in Europe. The acquired some good battery tech and manufacturer, Kokam.
SEDG or WOLF which one do I yolo into April calls and why??
Don't forget solar. Companies like $ENPH, $SEDG, $TSLA will have big impact on red/southern states as they've benefited the most from the IRA clean energy act. [here](https://www.latitudemedia.com/news/its-conservative-states-that-benefit-most-from-the-ira) [and here](https://www.ciphernews.com/articles/at-two-years-gop-states-benefit-the-most-from-climate-law/)
I like Rivian the EV, but f*ck RIVN the stock. I rode RIVN shares down from $25 to $12 and lost %30 of my port. Solar Edge (SEDG) didn’t help either. I literally just made all the money back riding MSTR shares from $130 which I closed out half position yesterday. There’s money to be made sooner.
Lmao I hope so I’ve had my SEDG position in the red for weeks now. My biggest mistake was holding through the election
Looking for squeezes on TLRY and SEDG. Oversold and highly shorted. As soon as they move I’m jumping in
SEDG chart is truly inspirational if you like loss porn.
except SEDG is the worst manufacturer of solar inverters. Absolute trash company. All their inverters and optimizers belong in a dumpster. They will produce more value that way. Long term rates aren't going down. Solar needs low long term rates. Nobody wants to finance solar at high interest. Solar is a luxury item, not a "need" I spent a decade in the industry and i would not touch SEDG with a 30 foot pole. If you want beaten down, look at ENPH instead.
SEDG leaps cannot go wrong. Too beaten down.
bro barely a tiny bounce for most of solar. these stocks have been beat the fuck down, trust me I know. SEDG will go out of business soon due to absolute trash inverters the HD wave was a joke. ENPH well, they lost Sunpower, they used to supply SPWR with all their micros for their embedded micro panels. The industry is cannibalizing itself, tons of mergers, acquisitions, fucking everyone trying to stay alive, and even Tesla gives ZERO fucks about their solar division.