Reddit Posts
24 MARCH 2026 ,WHAT ARE THE LOSERS TODAY ON THE SMALL CAP COMPANIES ?
Strongest momentum stocks mid-session - SLAB +49%, EGHT +40%, ENPH +39%
Why Is the Clean Energy Future Taking So Long?
SEDG Solaredge Technologies stock, FSLR
Sunrun -35%, SolarEdge -30%, First Solar -16% as Senate Bill Cuts Green Incentives, EV Credit Ends Early
Sunrun -35%, SolarEdge -30%, First Solar -16% as Senate Bill Cuts Green Incentives, EV Credit Ends Early
Sunrun -35%, SolarEdge -30%, First Solar -16% as Senate Bill Cuts Green Incentives, EV Credit Ends Early
Senate committee's changes to tax bill slam US solar stocks
The Rumors of Solar’s Death Have Been Greatly Exaggerated: Sunrun (RUN) clear winner from Draft Bill Today.
Interesting Stocks Today (04/22) - Solar Powered Tariffs!
Interesting Stocks Today (04/22) - Solar Powered Tariffs!
[SEDG] The Coiled Spring Nobody’s Watching (42% Short Interest, Insider Buying, and Heavyweight Institutional Backing)
[SEDG] The Coiled Spring Nobody’s Watching (42% Short Interest, Insider Buying, and Heavyweight Institutional Backing)
$ENRT New Article. Great Time to load! Enertopia (ENRT) Unveils Breakthrough Clean Energy Technologies Link: https://t.co/ejAk7Y0bHZ Enertopia Corp (ENRT) Unveils Breakthrough in Green Energy Systems and Strengthens Patent Portfolio $PLUG $BE $FCEL $RUN $ENPH $SEDG
Analysis: Why solar is the best place to mark your money in 2024.
Analysis: Why the solar industry is the best place to park your money right now
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
Out of all, $FSLR is the most solid one. $ENPH, $SEDG, and $RUN come second. Until we have a new administration, who is not anti-clean energy, these stocks will not see a massive bump.
$SEDG experiencing some bottle necks on the ask... Let's get that 18% short interest to work...
The stock is incredibly unloved and I'm not sure why. Solid growth, no debt, huge profit margins, and a low PE in an industry that will benefit from the energy crisis. Up ~12% YTD. Compare that with vaporware stock like SEDG which is losing money, isn't meaningfully growing, and has tons of debt but is up 134% ytd because reasons
Well, it went from "no believed their numbers" to "everyone believes their numbers now". That's pretty wild that every analyst jumped into the ship at the same time. I thought I would see this over the next 2-3 quarters, potentially into MU's December 2026 quarter where analysts can admit they were wrong and MU's cash flow is piling up. Their cashflow is going to start piling up. One thing I saw in MU's last earning were report was their earnings and revenues beat above estimates. Their earnings per share came in $3.2B (($12.20-$9.31) per share x 1.125B shares) above estimates while their revenue came in $3.79B above estimates. If you pull out the part that was above estimates, They made $3.2B in profits on $3.79B in revenue. That's a profit margin of 84% on the additional revenue. Those numbers told me that MU didn't make more capacity than they said they have. They just increased their prices and hyperscalers were buying it at the higher prices like hotcakes. That's why I was confident they would hit the $1T market cap. I sold half my position at $900, and will look to exit my other half at $1000/sh. I wouldn't be surprised if they hit $1640, but that's nearly $2T in market cap. I would like to be confident that this cycle goes into 2029 before making that bet myself though. I plan on closing my entire MU position and using MU's 2x ETF or MU's options for its ride up beyond $1000. I'm looking at BE as one of the major energy plays. I have 300 shares in BE purchased from $125 to $250, but I think this one can be up to $500B in market cap. BE looks like it is trying to catch up to GEV. Other than that, I have NBIS too. NBIS is in a much better financial position than CRWV, ORCL, IREN, APLD, and HUT. I've grouped these together. I'm also looking at ENPH and SEDG. No positions yet, because I want to see if they can actually get into the AI datacenter energy supplier business first.
People talk about an affordability crisis for many and a K-shaped economy; "an EV in every driveway" isn't realistic. Additionally, the auto industry has always been a mediocre one for investors with few exceptions + promised improvements in charging infrastructure haven't materialized to the degree people hoped (and the publicly traded ones have looked for a while now like they're going to 0.) Commercial solar (NXT, for example) has been a better play than residential for a while now although with 800V and data centers, some names previously considered entirely residential solar focused with exposure (SEDG; https://investors.solaredge.com/news-releases/news-release-details/solaredge-and-infineon-collaborate-advance-high-efficiency-power) have been lifted by that. "FCEL" People have been trying to bid this up as something they think will be lifted by BE's success, but BE is the one getting multi-billion dollar deals like the one today from NBIS.
SEDG and ENPH are trying to reposition some of the product portfolio to be tailored to 800V transformers for data centers
Solar just got flooded with institutional flow. QRVO, FSLR, SEDG. Also doing some research on the co-located solar + storage - CSIQ, FLNC, SHLS
Man, at first I thought this was about SEDG, nvm...
SEDG ftw. Gilad Almogy doesn't get enough praise.
Hory cwap my SEDG kept my portfolio green today.
We're in the midst of the worst energy crisis in history and people are still selling FSLR like its going out of business. PE of ~14, PB of 2.4, no debt, 31% profit margins, wtf? SEDG is up 38% in the last months and it's a dogshit company by comparison
These alt names ENPH SEDG..all good today off crude.. I am trying SMR OKLO IMSR and next ones to move
Some strength in [$ENPH](https://x.com/search?q=%24ENPH&src=cashtag_click) (+9.55%) [$SEDG](https://x.com/search?q=%24SEDG&src=cashtag_click) (+12.06%) this past week... and [$SEDG](https://x.com/search?q=%24SEDG&src=cashtag_click) strength despite CFO departure
$SEDG upgraded to Neutral from Underperform at BofA w/ $40 PT
IREN and SEDG thank me later
$SEDG SolarEdge reports Q4 EPS (14c), consensus (23c) Reports Q4 revenue $335.36M, consensus $330.33M. “Our fourth quarter results delivered 70% year-over-year revenue growth, marking our fourth consecutive quarter of year-over-year revenue growth and fifth consecutive quarter of margin expansion,”said Shuki Nir, CEO of SolarEdge. “In 2025 we restored discipline, generated strong free cash flow, and rebuilt margins. In 2026 we are shifting decisively to offense, focused on moving toward profitable growth and capturing global market share through the rollout of the SolarEdge Nexis platform. By leveraging our DC expertise, investing in high-growth adjacencies like AI data center power, and maintaining our rigorous cost discipline, we believe we are positioning 2026 to be a transformational year for SolarEdge.”
YOLO'd $6k in calls for SolarEdge (SEDG) expiring this friday cause why not. don't care what happens
ENPH got squeezed hard after earnings.... SEDG has higher short % and has seen the short interest trickle down over the past month.... SolarEdge (SEDG) could be the next play 👀
green energy is back check out SolarEdge (SEDG). Started a position before their earnings call next week. Looking to gap up and has high short %. Could be a squeeze.
check out NASDAQ: SEDG - at 6 month low and looks like shorts are covering now before earnings
Kinda like Solar right now. TSLA talking about Solar in a couple news articles. Starting a position in $SEDG.
What's useful for this? $SEDG? $SPWR? $FSLR?
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.
SEDG ftw- Gilad Almogy is a mastermind for them
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.
Yes if your electricity is cheap then this is all moot. In CA, we are billed about $0.35/kwh on average I would say. More during peak hours which are critical times of the day, and less in super off peak which is from midnight to 6am. Its a total rip off over here with peak hours costing around $0.50. This is why we want batteries. A lot has happened since my post above. Enphase never did figure it out. They just kept making the same product with very minor upgrades. Their battery system is still the worst money can buy. SEDG is making a comeback despite their lousy track record with inverters failing. They had lost tons of market share but are not getting it back because the only other competitor is SMA who bought TIGO to have their own optimizer. ENPH remains popular with installers because its easy to install but you can see the tide shifting back to SEDG. ENPH dropped the ball big time. They did stop advertising their battery system as "AC coupled" and are telling the truth that they are plain DC batteries. Instead they are now advertising them as "safe low voltage" batteries which is still BS.
I've had most of my energy allocation in Oklo since March I'm doing fine. Bit naive to assume a brief surge means those stocks will still be up and outperforming 2 years from now though. A lot of them are down so bad you can't even tell that they have gone up this year. Zoom out on TAN/RUN/ENPH/SEDG it's depressing.
Damn look at SEDG it used to be a WSB darling 2 years ago. It got somewhat forgotten.
can someone explain the daily chart of SEDG to me? First its bullshit and now its great?
Outside my house, the world smells of rot (dead leaves, flowers, small animals). Inside my house, just my port smells of rot (TSLA 430p, SEDG 36p, OPEN 8p. Happy 🎃 spice and cheap FCX shares tho.
Solar looks great right now. Sentiment heavily negative, people wouldn’t expect but solar one of best performing sectors under trumps 1st term. Look at the holdings of the $TAN etf and pick out some fighters. I suggest $NXT for a leader in the space and chart at new all time highs and then $SEDG for a laggard that has a long way to run to get back to prev cycle highs
...i'm of the belief that after SEDG redeems its convertible debt next week, it'll have to float another bond issue at 8%+.
If SEDG could hit $12, id appreciate it.
Banning solar would help my SEDG poots, sir.
DIS and VRTX calls, and SEDG poots Thinking Citadel's SEDG share buy on Sept 2 was just closing a delta hedge on the 2025 convertible debt being redeemed.
Like, is Citadel ever just wrong? Have some SEDG poots and Kenny bought like 5% of the company in early Sept. wish I knew if it was cover for that worthless convertible debt.
SEDG 36p 10/03 Pos company
Although they reportable have some of the best inverters, I would avoid due to current political environment. I was watching the EU version (SEDG) but missed the run-up.
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