SEDG

Bullsarethebestguys

[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

DrBiotechs

Dude this is so insane. I’m gonna increase my SEDG short then lol

Squeeze-Finder

WOLF looking pretty good! SEDG not so much… https://preview.redd.it/kx4fbrjcv7we1.jpeg?width=1290&format=pjpg&auto=webp&s=ee04d6a3ee350af0e388367c7fb44267415a2112

keklik58

how about WOLF and SEDG? what do you think partner

sassysqwatch

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.

sassysqwatch

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 **

sassysqwatch

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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Bediavad

I saved myself from this confusion, SEDG is red every day. 

Unfair-Builder6242

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

RunesDubloons

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.

TrophyWifeAspiration

SEDG up 20% YTD is kind of incredible

AntoniaFauci

Odd when SEDG and ENPH are up sharply while FSLR is down

Signal-Lie-6785

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.

AntoniaFauci

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?

kyle18092

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.

nanocapinvestor

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.

llocin1151

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

Inevitable-Ear7641

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.

YouAlwaysHaveAChoice

Im aware of all those things. Still going with my gut and playing puts. I was right about SEDG, hoping to continue the streak

seasick__crocodile

If you aren’t buying the SEDG squeeze with 40% SI, why are you even here? Shouldn’t you have “a job”??

dsdanieloh

I bought puts on SEDG yesterday. I belong here...

aftherith

Looking like the whole solar sector is squeezing on this SEDG move. Lord let me unload some bags 🙏

GoZukkYourself

Those SEDG numbers are horrible, but the bar is just so low for them. Bankruptcy risk is baked into the share price.

aftherith

SEDG squeezing on bad earnings. 40% short. May dump, who knows.

YouAlwaysHaveAChoice

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)

YouAlwaysHaveAChoice

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.

YouAlwaysHaveAChoice

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.

YouAlwaysHaveAChoice

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.

ZealousidealGoose193

SEDG! 20% UP last 2 days. Have earning calls tomorrow!

ZealousidealGoose193

SolarEdge (SEDG$) gonna have a good earning call. They up 20% in the last 2 trading days. keep an eye!

East-Bar-4324

$SEDG and $DDD look solid for growth

fiscalnonsense

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.

Denpants

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

Over_Drag5318

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

animalinstinct10m

Agreed. Never had SEDG Holding CVS Sold CLF

TacklePuzzleheaded21

Agreed, selling my SEDG at a loss for tax purposes in a few days.

Ap3X_GunT3R

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.

citrixn00b

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.

imatank22

SEDG

Physical-Squirrel-40

SEDG

Physical-Squirrel-40

SEDG. Not the next NVDA, but trending up from a 52-week low and earlier today received a DOUBLE UPGRADE from Goldman Sachs.

Fit_Combination6988

SEDG?

AIZ1C

Better than a friend of mine who bought like 10k worth of SEDG stock a year ago and is still holding

MeatsOfEvil93

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.

DistributionRight942

Go SEDG Go!

Ok-Alternative-7462

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

DeepfkingvaluesDad

SEDG

LNKU

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!

thejumpingsheep2

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.

citrixn00b

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.

thejumpingsheep2

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.

Amins66

SEDG is a better proposition currently, while they wait for Europe/ Asia to get thier shit together.

stickman07738

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.

Time-Cat5729

SEDG super cycle incoming

mousepop321

SEDG or WOLF which one do I yolo into April calls and why??

citrixn00b

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/)

bootleg_gucci

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.

Solly125

Lmao I hope so I’ve had my SEDG position in the red for weeks now. My biggest mistake was holding through the election

Daisy_232

Looking for squeezes on TLRY and SEDG. Oversold and highly shorted. As soon as they move I’m jumping in

Metacog_Drivel

SEDG chart is truly inspirational if you like loss porn.

Foreign-Coconut3500

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.

Ill-Inspector7980

SEDG leaps cannot go wrong. Too beaten down.

TheEnric

Thoughts on $SEDG ?

Foreign-Coconut3500

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.

JohnC1982

Price prediction for SEDG this week

baeconundeggz

Puts are so hard. I've only had real luck with them when a company goes under. SMCI SVB SEDG

JohnC1982

SEDG SQUEEZE, let’s go

Metacog_Drivel

SEDG was a $300 stock last year. Now it's at $12. That's some good shit right there 

TrophyWifeAspiration

SEDG is an extremely solid stock. On green days it goes down 10% and on red days it goes down 10%

killerbrofu

I have SEDG solar inverters at my house. I hope they don't go bankrupt from ridiculous short selling. I would like my warranty to be honored

plutosbigbro

I posted yesterday SEDG being down 21% after earnings. I sold after the report. Well not only did it recover its actually in the green today. I’ve never seen a stock go from -21% on earnings to fully recovering and then some. Just awful timing on selling

bullishchilipepper10

SEDG single digits by tomorrow

GoZukkYourself

SEDG down a cool 95% in the past 4 years.

dweeegs

>SolarEdge Technologies (NASDAQ:SEDG) reported quarterly losses of $(15.33) per share. This is a 2687.27 percent decrease over losses of $(0.55) per share from the same period last year That’s why not all dips are worth buying 

plutosbigbro

SEDG lost over 10k today alone

Metacog_Drivel

you could have made an entire career just shorting SEDG, holy fuck 

GoZukkYourself

SEDG: "The company reported a GAAP gross margin of negative 269.2% and a non-GAAP gross margin of negative 265.4%." 🤣😂🤣😂🤣😂🤣😂🤣😂

GoZukkYourself

LOL @ SEDG. That company may be done for.

plutosbigbro

Solar Edge (SEDG) was down 22% today based on trump winning and I decided to hold through earnings which is now down an additional 21%. This one stock has cost me. Losing 10k in a stock in 24 hours is an awful awful feeling

tachyonvelocity

Sure, SEDG -80%, but a tiny amount, went against my thesis of US solar being long term mostly uninvestable for a trade, worked out for a week then collapsed.

plutosbigbro

SEDG is mine

J-E-S-S-E-

Anyone have SEDG on their radar for earnings?

J-E-S-S-E-

I’ve got SEDG for this weeks 100% pop

Long_Struggle_5922

People have been saying this about INTC and SEDG for about a year now. If you have skin in the game then I hope you are correct, but otherwise consider moving on.

FormalAd7367

TSLA results are impressive with an 18% increase, but is it truly great? There are some highlights—better car margins, free cash flow exceeding expectations, and a strong energy biz (check the stock prices of ENPH and SEDG). That said, revenue fell short, and with the recent rise, the 2024 PE is nearly 100x, over 70x for next year. Definitely worth some thinking. Also, Elon mentioned a 20-30% growth in vehicle sales expected next year, plus that affordable vehicle we thought was shelved is set to launch in the first half, which could help boost revenue.

RealWICheese

SEDG is half US and 1/3 EU which is only a bit more than ENPH so not as leveraged as you think.

dweeegs

ENPH had double digit growth in the US and huge downswing in EU. SEDG is more tilted to EU. Not great for them

plutosbigbro

Damn that sucks, SEDG has been so awful for me. I think it can’t get worse and then it does.

plutosbigbro

ENPH down 9% bringing down SEDG with it yet FSLR is unfazed. For whatever reason that stock is resilient.

rocier

better question: why is the one Israeli company I own, SEDG, at all time lows? HMM?!

Salt_Yak_3866

Solar and battery storage to make up 81% of new U.S. electric-generating capacity in 2024 " " Developers and power plant owners plan to add 62.8 gigawatts (GW) of new utility-scale electric-generating capacity in 2024, according to our latest prelminary monthly electric generator inventory . This addition would be 55% more added capacity than the 40.4 GW added in 2023 (the most since 2003) and points to a continued rise in industry activity. We expect solar to account for the largest share of new capacity in 2024, at 58%, followed by battery storage, at 23%. Solar. We expect a record addition of utility-scale solar in 2024 if the scheduled 36.4 GW are added to the grid. This growth would almost double last year’s 18.4 GW increase, which was itself a record for annual utility-scale solar installation in the United States. As the effects of supply chain challenges and trade restrictions ease, solar continues to outpace capacity additions from other generating resources. More than half of the new utility-scale solar capacity is planned for three states: Texas (35%), California (10%), and Florida (6%). " source EIA [www.eia.gov/...](https://www.eia.gov/todayinenergy/detail.php?id=61424) Years ago I said DOCS would surpass TDOC I also said ENPH would surpass SEDG I said way back when FSLR was at 65 that one day it would be a 175 dollar stock. e Arry will be a 50 dollar stock. all these ARRY analyst can parse hairs and juxtapose but you will see I will be right . There are no more three mile islands that we can start. Small Module nuclear reactors are years from deployment at scale. These ai centers need a renewable energy source of power right now. i said last month solar was oversold and under appreciated and the recent due diligence i have done since saying that should dispel any doubt whether or not its time to load up on select solar names p,s Ai, Solar and Space Exploration will be the thee high growth sectors for the next 5 years

Salt_Yak_3866

Years ago I said DOCS would surpass TDOC I also said ENPH would surpass SEDG I said way back when FSLR as at 65 that one day it would be a 175 dollar stock. Arry will be a 50 dollar stock. all these analyst can parse hairs and juxtapose but you will see I will be right . So ignore the nay sayers and just buy while it's cheap.

Horror-Career-335

I've never made any money in an Israeli company--$LMND, $INMD, $WIX, $SEDG. They're just utter crap

dvdmovie1

I think when you have a shareholder base that was obliterated that badly over the last year or so (ENPH about -76%, SEDG about -93%) from top to bottom, it becomes a little bit of a "show me" story before you get people back in these names in a way that isn't skittish. Meanwhile, other traditional rate cut beneficiaries (homebuilding, etc) up.

QuirkyAverageJoe

Long $SEDG

Category_X

SEDG leaps but solar in general. Rate cuts are important for demand to come back to normal levels.

Category_X

Tesla pw3 has a built in string inverter. So there is no panel level monitoring with that system which means if any part of your system fails you won't know which part until an electrician comes out to check each part of it. Microinverters fix that problem but suffer from the triple conversion penalty by initially converting to AC and then back to DC to store then back to AC to use. I have a position in SEDG because I feel like the panel level monitoring from optimizer + string inverter is the most efficient and comprehensive system and is the simplest to install or replace when things go wrong. Also their next gen modular batter is on par with pw3 storage and power output. The only problem is SEDG has had significant trouble financially, they claim gross margins will be positive by q2 25 which is also when their current cash levels start to dissipate. People also fear markdown on inventories but the only thing to really markdown is batteries which is only a small portion of current rev. At 1/14 enph share price and similar rev levels it could be the significant winner of the solar space from an investor pov but the risk is also the highest. But fuck it yolo.

TrophyWifeAspiration

SEDG +10% seems a little extreme

AlfrescoDog

From yesterday's debate, one of the sectors that's moving is solar. NOVA +6.3% SEDG +5.1% RUN +4.1% FSLR +3.9% CSIQ +3.6% TAN +3.1% ENPH +3%