TAN

greenpride32

>I am betting on future revamping the US electrical system and full electrification The need for this would have to align with a belief that AI datacenter buildout will continue to scaleout for the foreseeable future. In that case the better investment is SMH SOXX and more energy focused AIPO. I think you're going to find that in many of those engery ETF's there will be a lot of dead weight (espeically in TAN). In the semi space, you have companies selling products and services backed by IP and at high margin; whereas energy is a commodity. Sure you will see some earnings growth in energy, but ultimately it cannot scale that fast and is fractured (as in many share the pot). Individual big winners sure, but ETF will water them down by a lot, that broader index is better long term.

DefiantRestaurant46

looks like you got a clear thesis and you're sticking to it, i respect that. the electrical grid play is interesting but with NLR, GRID, PAVE, TAN all kinda overlapping you might be more concentrated than you think also the SHLD and WDEF picks feel a bit random sitting next to everything else, what's the thinking there

music_is_gud

I didn't buy them, TAN broke down immediately the next day after I said that

octopus_serenader

It's something about these patent and IP legal fights recently, plus there's still the headwinds from 🥭 anti-renewables actions and tariffs (on materials). It's a miracle we've made any profit on solar. I had the TAN ETF last year and it did great, until it didn't.

dvdmovie1

Politically, people though that clean energy was "free money" leading into Biden, bid up ICLN in the couple of months before he went into office and then the top was about inauguration. It's still about half below that point. "However, interest rates remain higher for longer?" That is a significant issue for residential. Less so for commercial, but even relatively more promising commercial names like NXT have been frustrating lately. "I suspect that these prices of diesel/gas some cobsumers are thinking about going ev" A lot of people are struggling about affording basics - not saying this towards OP at all, but a common thing on Reddit for years is to complain about the economy and how bad things are but when it comes to EVs and solar panels it's sort of "why wouldn't everyone?" The Reddit thesis of "a solar panel on every roof and an EV in every driveway" ignores affordability issues for many and even for those who can afford it, higher rates probably give many pause when looking at something like what ENPH offers. This also doesn't get into the charging infrastructure issue with EVs, or the fact that the automobile business in general has been a mediocre area for investment with few exceptions. TAN still down 80% from where it started in 2008, right before the top and the turn in oil. TLDR: I think having some exposure to selected clean energy names is a good idea but wouldn't buy EV names.

No_Presentation9490

im still bagholding a small TAN position from like forever ago

Dude_HaHa

# So many AVGO bots unleashed. Hopefully COCK-TAN creams your ugly, disgusting whore mothers. LOL. LMAO 🤌

Cagliari77

I have 8 stocks and 1 ETF currently. That's $TAN. Overall value wise, 80% the 8 stocks. This changes from time to time. About 2 years ago I had more ETFs, up to 50% of portfolio value. So it's generally a dynamic thing for me. Just my preference.

Cabin_bldr

Is this a good time to buy solar stocks? Eg TAN … if energy prices go high enough wouldn’t that spur more investment in alternatives again

Consistent_Dream_740

BUT HIS TAN SUIT THOUGH! /s ugh

music_is_gud

I didn't buy, I wanted to watch to see if the sectors breaks out first (TAN) and then enter which they didn't today. But I also got busy today so forgot to track it fully

Valkyrie_Skuld

I'll have to add TAN, the solar stocks seem to pop when oil goes up

music_is_gud

I'm watching for TAN to have a wedge pop above its 21d showing strength and then I think these 3 will be the leaders

music_is_gud

u/Valkyrie_Skuld FSLR, TE and SEDG I like those 3 from that sector (TAN). I'll be watching how the group reacts for another day or two before buying in

music_is_gud

Funnily TAN has been beaten down quite a bit, I'm watching for a reversal

Late_Impression_7168

TAN calls

iMakeGOODinvestmemts

5/10. I thought most $TAN holders went bankrupt. Good on you! Solar and energy man

LaserBeamer17

🎶 HOCK TAN you don’t have to put on a red light HOOOOOOOCK TAN 🎶

Due_Fennel_8965

AVGO is dumping just like NVDA. Let's see if HOCK TAN can HAWK TUAH the stock

b0men

loading up for AVGO earnings HOK TAN - I BELIEVE IN YOU

Late_Impression_7168

I have TAN calls

ApathysLastKiss_

I just want to say, that I called this move by the solar etf TAN last night: https://www.reddit.com/r/wallstreetbets/s/YmzzRslCo7

grandfatherdog

I don't know what to do with this information, but the 5 year chart for rare earth/critical minerals (REMX) and the solar sector (TAN) look the same. Obviously solar relies on rare earth, but are the cycles that linked? What's going on here? How do I turn this info into money?

octopus_serenader

Yeah I had TAN when it had a great run this last year, then sold it for PBW, but bad timing. DCAing into the downswing, but also bought some FSLR.

ApathysLastKiss_

There was a giant transaction on TAN last week, the solar tracking etf. Since then it's done nothing. it makes me wonder if someone knows something about NVDA earnings and some funding that may go towards alternate energy sources for data centers

octopus_serenader

yeah i had a time with TAN last year, but i switched to PBW and its been poopoos.

artisanrox

BAN TAN SUITS! *cranks up coal-powered modem and router* /s

jsands7

Hmm. Seems overblown to me — this is just one of the thousand things going on in the world and that our government is dealing with. War still happening in Ukraine… and Israel… Oil prices are fine, crude oil is actually way cheaper than it was in 2022 and 2023 and parts of 2024. This isn’t an existential crisis dude. One country attempting to illegally constrain and restrict the world economy by threatening sailors in the nearby waterway. 20% of global oil, which the market has been quickly correcting for. For the Democrats/liberals, this is actually furthering their cause by speeding up global reliance on EV technology and moving us away from dirty oil. The Iranians are hurting theirselves more than anyone. The world economy is fine and American economy is in much better shape than Europe; still by far the global leader. I hate to even say it because you’ll probably hyperfocus on it but… stock market and thus retirement accounts for the average middle class American are looking fantastic. Plus, Obama wore a TAN suit that one time. This pales in comparison to that.

mhoepfin

I’ve made a lot of money trading TAN on technicals fwiw

littledecaf

Go with TAN

Popular-Jackfruit-60

I'm no expert on green energy, but I've been watching $NEE and $ENPH for a while. Utilities feel safer than pure solar plays imo. Maybe start with ETFs like $ICLN or $TAN to spread the risk while you figure out which names you like.

justsailfaster

Thoughts on \*small\* spec bundle? Bought into these when they've been down in the past year, motivated by curiosity in emerging and green tech. I got lucky with AMD and FSLR a couple years ago with similar thinking. This is absolutely not even a 5% portfolio strategy: ABAT, AEVA, CSIQ, OPAL, QS, TAN

scytob

read the compliant, this is pretty tight against YANG TEW TAN in terms of trhe evidence they are claiming (of course they have to prove it in court) - unclear about openai in general, but that's what discovery will find out - if the rest of openai knew

humdinger44

TAN :'-(

hugof445

Everyone will always say it’s too late when they are on the wrong end of information asymmetry. Be bold, trust any expertise you have in a specific field. Renewables are the ‘next AI’ in my opinion, the 2020 hype was just a few years premature. At least allocate a considerable slice into a solar ETF like $TAN.

percivalwulfric1

What actions are you taking after your analysis? Hold, diversify, call options? I don't have the same analytical knowledge as you, but did not feel comfortable in my growth and energy positions. I diversified out of oil to $TAN and may add some FinTech to replace tech.

FeverTreeCloud

HOCK TAN tanked the bull market 😤 Koreans 🇰🇷 about to bring it back tomorrow 😮‍💨

PeanutButterToast4me

TAN and FAN have seen recent large upticks. Probably others not in my portfolio as well.

1jack-of-all-trades7

Can anyone help me understand why NXT and solar stocks (see TAN) are down in light of the shitshow that is Trump/Iran? I'm an amateur investor and figured (perhaps naively/erroneously) that shocks to the oil industry would help solar more than it would hurt it.

point_of_you

So far it's working out alright, although plenty of my picks are ETFs which I hoped would be a little less risky (all my ETFs dropped hard yesterday) COPJ SILJ URNJ NIKL FAN TAN etc etc. Overall up 38% on the Roth and 56% on the main account YTD even factoring in yesterday's bloodbath lol. Heres to hoping Monday doesn't crash and burn too

MajesticBread9147

A prolonged oil shortage will cause demand destruction and people seeking out alternatives. Just buy $ICLN, $TAN, or $FAN.

BoomerSharkBoy

HOCK TAN caused this shit.

Vlisa

\*shakes fist at sky* HOCK TAN!

FatFluffyFish

OH YEA HOCK TAN time. Work your magic

FatFluffyFish

AVGO will open flat. But HOCK TAN better make it pump to 500 against all odds

SteamPunkPascal

TAN for solar and FAN for wind. Easy to remember ETF names

yatruthordare

TAN

mhoepfin

TAN has been ripping.

the_real_MSU_is_us

I'm 30% silver related (PSLV +SIL) but I've not gone into TAN. probably ought to throw a few percent at it since the price is somehow lower than it was 4 years ago. DO you know what that's about? The macro environment for solar seems way stronger today than it did 4 years ago, so why's it priced lower?

Brilliant_Voice1126

Agree. Based on my Thesis I'm making my accounts about 10-15% each of SDI (KRX - 006400), Silver (miners SIL), and Solar (ETF - TAN, distributed build-out - SUUN) so I'll have about half my funds under my control devoted to the bet. People are getting \*pissed\* about their power bills from data centers, and even in my red state they're passing local/regional and soon state regulation to say they have to build their own grids. So solar with BES, Silver going into all of these products, and Samsung SDI for the batteries that are light and powerful enough to enable things like EVOTL, humanoid robotics, advanced drones, EVs and BES.

octopus_serenader

I'm happy just holding the TAN ETF through this and the next administration.

pineapplekiwipen

my TAN is up but URA has been a shitter since may

FlashyHeight9323

Interesting comment. My philosophy isn’t that developed but I think of it all as energy. Gas, fuel, petro, coal, solar, hydro, etc. Which is why my preferred vehicle is VDS for a diversified energy play and TAN because my bet is solar. The panels are too convenient. I could never dream of setting up an engine conveniently but the amount of solar appliances I have are growing. My bias is I finally own some land with decent year round sun. But I was also inspired by the Egypt vs Ethiopia energy debacle. Most people really have no idea where their power comes from. The over financialisation is problematic though guy in my opinion. Same thing for cars. EV or Gas, you get sold a loan not an asset.

music_is_gud

I told you. $TAN

music_is_gud

$TAN you are welcome

Sick0h

Nor can I tbh. I’m just doing ETFs. TAN/NUKZ so far. Haven’t picked a broader one for battery storage but that’s probably the best long term area tbh. Maybe LIT or IBAT but I don’t specifically want the mining stocks. Then again, me not wanting them probably makes them the best play.

music_is_gud

STRL, PANW and CRWD are strong stocks to buy right now. TAN and IGV are others I'm looking at. Obviously SOXS and MUD on the short side

gamjatang111

well $TAN the solar etf is up 80% in 1 year and 36% YTD, really not lagging

GrEaThEaVeNs

NVIDIA (8%), Google (8%), Amazon (8%), TSMC (8%), Apple (8%), Microsoft (8%), ASML(7%), GNENF (6%), SQM (5%), Cloudflare (5%), TAN (5%), BYD (5%), XPENG (5%), Xiaomi (5%), TOYO (3%), Zscaler (3%). Pretty heavy in tech, solar, lithium, and cybersecurity. Will eventually diversify out to some more defensive positions.

renothedog

BE for storage. And production don’t forget about Baker Hughes for the w Gas turbines. And ET to get it there. TAN for a good solar ETF, and GRID for a good power option

Level10Retard

If solar, why not just TAN ETF?

yoyoyoCASH

Wow, what a bunch of fucking dumbasses in this thread! HEY IDIOTS— IF THE MARKET IS ALWAYS RIGHT THEN WHY DID INTEL RE-RATE VIOLENTLY WHEN THE STORY HAS BEEN THE SAME SINCE LIP-BU TAN TOOK OVER OH YEAH, ITS BECAUSE THE MARKET CAN ONLY FOCUS ON 1 OR 2 STORIES AT A TIME! FIRST IT WAS GPUs, THEN MEMORY, THEN OPTICS/NETWORKING, AND NOW ITS CPUs ($INTC) and POWER SEMICONDUCTORS Fuck all of you! Fr, OP is right and you guys are bitches to downvote his response!

Jaded_Objective_183

No, you don´t hate solar; $TAN (solar etf) is up 96% YTD. Mr Market doesn´t care about politics. Solar stocks did well during 2025 and are positioning into a supercycle till 2030 mostly. Look at the projections for new generating sources in the USA, It´s mostly utility-scale solar+BESS [https://ieefa.org/resources/solar-battery-storage-continue-rapid-growth-coal-and-gas-share-power-keeps-shrinking](https://ieefa.org/resources/solar-battery-storage-continue-rapid-growth-coal-and-gas-share-power-keeps-shrinking)

Cagliari77

I'm not an ETF fan so I only have the $TAN ETF. And that's just because I wanted to have exposure in solar companies but couldn't decide which one. My TAN position is like 7% of my portfolio. Rest is stocks and stock options. I think stocks percentage is a bit more than stock options percentage currently.

Cagliari77

Just the $TAN ETF is fine to get exposure to all of these. Also Solar Edge and others. I'm usually not an ETF fan and all other positions are stocks but for solar sector I decided to with TAN instead of picking companies.

Cagliari77

Get the $TAN ETF. Good mix of solar companies, incl. but not limited to First Solar, Solar Edge, Enphase. Look up all the other names included in it.

TXSTBobCat1234

I hold TAN and Vestas

sheep_classes

In a fit of optimism, I bought a bunch of "green" ETFs in 2021 at their heights - QCLN, ERTH, PBW, TAN. They have been recovering very very slowly and I sold off a bunch at a loss. My thinking was that either they would do great, which means less dependence on fossil fuels, or if they did poorly, it means our future is screwed. (Our future is screwed)

JakeTappersCat

Nuclear is finished in the US. Our population isn't skilled enough to build Nuclear plants anymore If you want to make money trading this just buy solar stocks. Solar is cheaper, faster and they can make as many as the US needs. TAN has been running for months now

basemoan

after the cash crunch of this crisis, every part of the world that comes out free of fascist authoritarian regimes will go hard into green energy. in 6-18 months, TAN, FAN, ICLN will be the plays.

Big-Safe-2459

I’m even older than you. By a long shot. Been investing in equities since 1995 and in mutual funds since 1982. Have also invested in real estate, art, and physical gold and silver. I’ve been self-employed too, which I consider the best return I have ever made (the ROI on elbow grease in the right sector can yield handsomely). I even did the BTC thing and did a bit of mining on an old computer once - like I said, I’m old! Normally I HODL and typically look at charts on the 2 or 5 year scale to made any sort of evaluation. I’ve been through several recessions, 9-11, and COVID. So I’ve kind of seen some shit go down. The current situation is different. China is on a steady pace to embed itself into the global economy with a steady supply of Phd STEM nerds, massive natural resources, a government free from headwinds, and growing trust in the world. Not to mention a military industrial complex that will rival that of the US. And I don’t buy the “experience” argument anymore in war, it will come down to technology. America is mired in domestic divisions, has abandoned manufacturing for the most part (so you know of anyone who is a tool and die maker?), and has a large population of young people stupefied by social media. Since I’m close to retiring, I’ve been slowly cashing in my top performers and buying gold, buying fixed income instruments, leaving utilities in place, and have a smattering of ETF funds that I still have faith in (TAN, CWW.TO, ROBO, and similar). As a Canadian, I have discovered a lot of products that are not US based and have zero plans to visit the states again. I can say a lot of my middle class friends are the same - booking trips to Mexico and buying Canadian or European. If someone young asked me what to buy today, I’d have a hard time making a suggestion. Maybe some climate change plays? Or even property in places that will be safer in 15-20 years. If nothing else, avoid debt like the plague and live below your means.

West-Dragonfly-223

I'm just waiting for TAN to drop below 50

dvdmovie1

Oil did what it did in 2007 and there was a solar bubble. Oil did what it did in 2008 and both it and solar cratered. The TAN etf started right before the top and is down about 80% from where it started in 2008. In terms of today, commercial solar names (which there aren't that many of) have done well - look at NXT. In terms of residential, people talk about affordbility and the K-shaped economy and then wonder why everyone isn't taking out large loans to buy solar panels and batteries. I do think that if you had oil at an elevated but not stratospheric level over an extended period you'd probably see more adoption across the board, but a lot of people in this country can't afford to and with cost of living continuing to soar I don't see how that changes. The sort of "solar panel on every roof and EV in every driveway utopia" would be nice but it isn't realistic.

billyd1984texas

Changing my Auto buys to Banks Amazon Spy FAN TAN FINX and Crowdstrike. This idiot cant lie his way out. He must have never have been punched in the mouth.

OrdinaryMix4013

i cant fuking believe there is no MASS outrage like sleepy got for doing something GOOD for the economy OR fukeing black guy wearing a TAN SUIT.

volckerwasright

If u not already frontrunning midterms w SWBI n TAN u hate money

Exact_Entrepreneur66

Because Obama wore a tan suit! Like who the hell wears a TAN suit??

Late_Company6926

I’m calling bottom on the Solar industry. Used all my cash to scoop up CSIQ, RUN, FSLR, TAN. High oil and high energy prices will facilitate the shift to solar and when macro conditions allow the industry will be valued properly

toastygoats

When I first started putting money into my Roth in 2020 I started positions in TAN, PBW, FAN, ICLN. Those positions were high and mighty when Biden was first elected, perhaps in anticipation for the green new deal.  Most of my positions are still green (TAN isn’t, but has been doing better recently) but if I was to approach this again, I might’ve just picked a few companies I felt confident in and/or sell on highs.  I believed (and still do in some senses) that green energy would be inevitable, and value in these sorts of ETFs would have a generally upward momentum year by year.  Maybe if the US elects another Democrat with “green” intentions these ETFs will get a nice boost again, but I might close out my positions at that point. I don’t think either side of the aisle is taking climate change seriously enough, and especially Republicans although of course politics is just one influencing factor here. But generally I’d be afraid of another move back into the red on year long scales and either would want to manage this more closely, or invest in areas I’m feeling more confident 

Late_Company6926

I’m calling bottom on the Solar industry. Used all my cash to scoop up CSIQ, RUN, FSLR, TAN

HEK293INVAX

Change your focus *now*, **XLU XES XLE TAN WIN** are the only 5 areas to concentrate on, oil supply isn't as important as oil delivery, TheWar is choking out EU Asia and the far east, higher for longer oil will make book in those 5 areas now, Everything else is in danger, not a fan off any other areas now.

Rude_Judgment7928

That is do-do crude. I used to buy it. 55% Vac Resid. 5mgKOH/g TAN. Santa Maria refinery that was build for purpose for said crude closed 2 years ago. Production a measly 20,000BBL/day at shutdown. No way it's improved with the field inactive. Just a nothing burger. Sable fleecing investors (no way they return the CAPEX for All-American Plains pipeline repair). Oh and future tax payers when they default on remediation.

cruisin_urchin87

They are preparing to jump on Tehran! ALL BECAUSE OBAMA WORE A TAN SUIT!

gamjatang111

was thinking of buying the dip on $TAN, i guess we might get one soon

Eluktronics

As I mentioned in my post, retail pricing always follows later than distributor pricing, which reflects current stock and costs. While I can't disclose distributor costs, I can point to the 2TB model that's set to replace Western Digital's 2TB SN850X.: [https://www.sandisk.com/products/ssd/internal-ssd/sandisk-optimus-gx-pro-850x-internal-nvme-ssd?sku=SDSP81200TAN-000E0](https://www.sandisk.com/products/ssd/internal-ssd/sandisk-optimus-gx-pro-850x-internal-nvme-ssd?sku=SDSP81200TAN-000E0)

Bandicoot-More

I hope Obama wears the “TAN” Suit to the event.

Stepthinkrepeat

Interesting how you didn't talk about the etf TAN which is dramatically up over the markets returns over the last year.

Dry-Sheepherder-1879

Anyone going Long in $XLE o $TAN?

Metacog_Drivel

Look at NXT, look at FSLR, look at TAN. We need energy badly and solar is making a comeback.

Cagliari77

Agree. So I bought some $TAN (solar ETF) a while back instead of trying to pick one solar company. I think the whole sector will move together. No need to pick a company in my opinion.

RareEurf

#LIP BU TAN = we are fuk

parker2020

He is that color because of his spray on TAN… holy shit did you change from a diet of crayons to glue???

unhappyreach_

INTC calls saved me from my retarded SPY bear ways again Bless you LIP BOOTY TAN

crazybutthole

Regarding TAN (solar ETF) - you seem to be high on precious metals based on the other holdings - precious metals are vital to making solar panels. If you are expecting the price of silver and other precious metals to increase that is going to really hurt the cost to make solar panels. So you are predicting something to happen and then buying an ETF that would be hurt by that happening. (Just my opinion, your moonshots should not be a hedge against your main holdings.)

Cagliari77

I think most solar companies are undervalued. That's why I bought $TAN LEAPS calls a while ago.

watchtower1822

I was looking at TAN. Not sure if it's pure play solar. I haven't looked at the holdings very closely.

Cagliari77

Well it was a hypothetical question by OP. I guess in real life you wouldn't be forced to pick only one sector :) If you were to do, you can't be exposed to the general energy sector with only one company's stock. Your best bet would be an energy sector ETF or something. Actually I do hold call LEAPS for $TAN (solar sector ETF) because I think the solar sector got hit quite badly and it's due for a recovery. But who knows maybe it won't recover any time soon. That's why I have LEAPS expiring 2028 :)

creemeeseason

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.

iMakeGOODinvestmemts

Someone TAKE THE MIC AWAY FROM HOK-TAN lmaooo let the CFO speak!!! he's going off sounding like a philosopher and killing the market lmao

iMakeGOODinvestmemts

FR KAAPOOJ Someone TAKE THE MIC AWAY FROM HOK-TAN lmaooo let the CFO speak!!! he's going off sounding like a philosopher