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