I’ve been holding for years

Finally up on it

Me too! Have a position @ 19 and been bagholding for years lol

Thinking about liquidating it now...



This post was edited by Pharaohmon on Feb 6 2024 02:31pm

I’m holding

If you grabbed it when they were cash flow negative, weakening growth over 2 years - I’m not selling when they are profitable and forecasting huge growth.

Their growth story is really up to them. They limit their clients based on their beliefs/values. Ceo is on record saying he doesn’t give a shit about sharedholders and was pressured to go public. His only stated goal is a quality product. So hedge your bets lol

Medium-Long, not trading it or anything. I anticipate China to recover and wanted more variance in the portfolio. Figured it was a good entry point; didn’t think it would bounce so quickly though.

This post was edited by Schwarber on Feb 6 2024 03:18pm

Just get ready bro

I hope you got the bottom but this sector is a bleeder

Bottom might be in for solar

Snap I’m glad I took profit on that one lol

Yeah just looking at the chart would like a bit more of a sell off. Maybe 85-90 range. I wouldn't mind it for dividend portfolio but the yield sucks.

I didn't expect this rip on ENPH, I hardly have any shares!

If TSLA can hold 180 range a few more days/into next week I will start lightly adding.

gz on Palantir holders that one was rough for a while.

This post was edited by RatM on Feb 6 2024 04:46pm

88 was where I grabbed it . I don’t want it to drop there again lol

I don’t have any solar, too timid to add this sector, but enphase chart looks promising. Sedg still has more to prove imo

For your sake then I hope it doesn’t drop back!

ENPH is my fave. No particular reason haha. A while ago after they reported ER, I was searching on YouTube a breakdown of the earnings. I’m not really good at reading financials, balance sheets, SEC filings etc. But I did stumble across a channel where the guy talks about ER and news for growth companies he’s invested in, Enphase being one.

Until rates start getting cut there should be plenty of time to build a position. People are not gunna finance solar for their houses at current interest levels. But their microinverter technology seems best in the market and they get a tax break for every one they make, so I think in the current environment it’s very promising. I’m not sure if other solar companies are legit competition for their microinverters, I will have to look into that.

Since you like Tesla too it seems, what do you think about them entering the solar space and what might that do to some the current Solar leaders?

Granted their (Tesla) solar roof is INSANELY priced