ENPH - Enphase Energy, Inc. 0 WATCHERS

Wait, the stock that’s down 98% in the last 5 years, 50% the last year alone is classic accumulation? This isn’t even trying very hard. There’s plenty of other names to choose from that aren’t $1. This is hilarious Edit: — this is a text I sent to a buddy …

KMX gets obliterated every time there's a downturn and it feels like it's been "downturn-worthy" obliterated without the usual level of downturn. If someone thought there was something there long-term then that's something. It's currently trading under book. ENPH, VITL, NVO, CMG, SFM/NGVC, BMI, RACE in the upper $300's, PINS …

ENPH. One of the only solar stocks that hasn’t rebounded yet. Down 90% this year sitting at around $29, I believe it’s bottomed

If it sparks some ideas, heres my portfolio Holdings 45 35% BRK.B 30% TFX (Custom tech foundations pie) +521% > 5Y 20% AVGO 12% NVDA 10% EQIX 9% GOOGL 9% AMZN 8% PLTR 6% ANET 6% CRWD 6% PANW 5% IBM 15% CEF (Costom Clean energy foundations pie) 350% > …

my portfolio Holdings 45 35% BRK.B 30% TFX (Custom tech foundations ETF) +521% > 5Y 20% AVGO 12% NVDA 10% EQIX 9% GOOGL 9% AMZN 8% PLTR 6% ANET 6% CRWD 6% PANW 5% IBM 15% CEF (Costom Clean energy foundations ETF) 350% > 5Y 21% PWR 18% NEE 13% …

Order by IV/HV for the S&P 500. Those are the options which are most expensive and are expected to have big moves. Also outliers in that historically they haven’t had that kind of volatility | Rank | Ticker | Company Name | Price ($) | Fwd P/E | ATM IV …

ENPH and DVN

* AMZN - Your best stock. Although there are concerns about AWS growth rates and Amazon ads getting a bit greedy. * GOOG - I'm contrarian bearish. For all the fancy AI talk...at the end of the day they are mostly an online adverting company. Online ad spending growth has …

ENPH, PD, TTD, IRDM, PTLO

7 Big Energy Storage Names To Know – Plus A Small Cap Bucket For Higher Risk The end of U.S. EV and solar credits is noisy headline stuff, but the adoption curve has not stopped. EV sales were about 4 million in Q1 2025, up roughly 35% year over year, …

From Giants To Microcaps: 7 Energy Storage Winners To Watch Federal EV and solar credits may be fading, but the battery and storage buildout is not slowing down at all. EVs are already over 20% of global auto sales, and U.S. grid capacity is hitting records as solar and storage …

The Grid Is the Weakest Link in the Tech Boom Nobody Wants to Talk About If the grid were a highway, we would still be driving on two lanes built in the 70s while trying to fit semi trucks, sports cars, buses, and 10x traffic into the same space. That …

The US Grid Was Built for a 1970s World… Not a 2025 AI Supercycle The longer you look at the numbers, the more obvious it gets: the US grid was built for a country that no longer exists. The backbone of the system dates back to the 1960s and 1970s. …

NXXT Keeps Defending The Same Zone - Classic Base Building Behavior Every time NXXT dips into the low 1s, it eventually claws back and closes near that 1.05-1.10 band. Today’s recovery fits that pattern again. To me, this looks less like random noise and more like the kind of base …

Ok, what good energy stocks to bet on? It will likely be the next big thing when people finally realise that data centres use alot of power. Also infrastructure stocks. ENPH, GEV? More?

If you want to help build solar, buy HASI, BEPC, CWEN.A, or ENPH, FSLR, or TSLA (if you can stomach the risks and Elon.) The first three finance and build solar farms, the last three make solar components. The first three are fairly safe investments with good dividend yields, the …

The Distributed Power Stack: Microgrids, Storage, and the Quiet Picks Behind AI Data centers are multiplying. Power demand is spiking. Classic utilities and heavy grid contractors get most of the airtime, but there is a second lane that sits closer to the bottlenecks: distributed power at the site level. Think …

I like your writeup! Will have to do a deep dive later...but my initial concerns are as follows. China...they haven't really ramped up microinverter but likely will. Already their microinverter's cost half that of those from $ENPH. US tariffs might fend off some threats from China...but Chinese competition could stifle …

Very interesting post. I'd like to see ENPH do well bc it's like the renewable space but I have to learn more about it. This was a great read btw. Thank you for your research (assuming it wasn't AI)

Very interesting writeup. I have looked at ENPH a couple times, in a cursory way, over the past year or two. The bear case always seemed so strong that I stopped looking after half an hour. Still, insider purchases are a powerful signal. Some devil’s advocate questions: - Does VPP …

My contrarian read on ENPH # Looking at ENPH - curious if I'm missing something on the battery angle So I've been digging into Enphase lately and I think the market might be mispricing this one. Not trying to convince anyone, just want to share my thinking and see where …

My contrarian read on ENPH # Looking at ENPH - curious if I'm missing something on the battery angle So I've been digging into Enphase lately and I think the market might be mispricing this one. Not trying to convince anyone, just want to share my thinking and see where …