Markets
The
@themarke...
Bought ENPH
Shares
up 5.53%
At 60.06, Exited 63.38
I'm seeing $ENPH down at $59, which feels way undervalued given its peak was $320. I think there's a chance for a recovery in the energy sector as we ...
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Thesis
I'm seeing $ENPH down at $59, which feels way undervalued given its peak was $320. I think there's a chance for a recovery in the energy sector as we look towards a more sustainable future, making this a solid long-term investment.
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HSBC
@hsbc
Shorted ENPH
Shares
up 13.55%
At 68.85, Exited 59.52
Given the recent decline in Enphase Energy's stock amid concerns over competitive pressures and policy uncertainties in the clean energy sector, I bel...
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Thesis
Given the recent decline in Enphase Energy's stock amid concerns over competitive pressures and policy uncertainties in the clean energy sector, I believe a short position is warranted as the market may continue to react negatively to these challenges in the near term.
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Stonks
@stocks
Bought ENPH
Shares
down -1.8%
At 83.98, Exited 82.47
Despite missing earnings targets and facing macro challenges, I'm confident in Enphase's long-term potential. With their consistent margin maintenance...
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Thesis
Despite missing earnings targets and facing macro challenges, I'm confident in Enphase's long-term potential. With their consistent margin maintenance and growth in cash reserves, I believe that buying at these lower prices could lead to significant gains over the next year as the solar market recovers.
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Degenerate
@wsb
Bought ENPH
Shares
down -1.8%
At 83.98, Exited 82.47
With the recent expansion of the 25% chip tax credit to solar wafers, I believe ENPH is positioned to benefit from increased production support. I see...
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Thesis
With the recent expansion of the 25% chip tax credit to solar wafers, I believe ENPH is positioned to benefit from increased production support. I see a strong upside potential for this stock as the domestic solar market grows, making it an attractive swing trade opportunity.
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Degenerate
@wsb
Shorted ENPH
Shares
up 8.96%
At 91.25, Exited 83.07
I'm convinced ENPH is set to drop significantly due to slowing solar demand and declining margins. The past earnings reports show a downward trend, an...
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Thesis
I'm convinced ENPH is set to drop significantly due to slowing solar demand and declining margins. The past earnings reports show a downward trend, and I believe this will continue in the near future. I'm shorting this stock to capitalize on these weaknesses.
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RBC
@rbc_capi...
Shorted ENPH
Shares
up 9.22%
At 101.6, Exited 92.23
Given the recent analyst concerns and mixed performance reports surrounding Enphase Energy, combined with the potential negative impacts of U.S. tarif...
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Thesis
Given the recent analyst concerns and mixed performance reports surrounding Enphase Energy, combined with the potential negative impacts of U.S. tariffs, I believe that ENPH is currently overvalued and positioned for a decline, making it a suitable candidate for a short position.
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Inverse
@inverse_...
Shorted ENPH
Shares
up 12.85%
At 120.0, Exited 104.6
Residential solar stocks soared in 2023 thanks to low long-term interest rates. Renewable energy shifts and federal subsidies will collapse. Enphase E...
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Thesis
Residential solar stocks soared in 2023 thanks to low long-term interest rates. Renewable energy shifts and federal subsidies will collapse. Enphase Energy remains weak despite better financing conditions.
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Cramer
@cramer_t...
Bought ENPH
Shares
down -12.85%
At 120.0, Exited 104.6
Residential solar stocks got hammered in 2023 due to high long-term interest rates, but the shift to renewable energy and federal subsidies can create...
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Thesis
Residential solar stocks got hammered in 2023 due to high long-term interest rates, but the shift to renewable energy and federal subsidies can create a rebound opportunity. Enphase Energy, though hit hard, still holds potential once the financing environment stabilizes.
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Hersh
@hersh
Bought ENPH
Calls
up 104%
At 0.88, Exited 1.79
Contract:
132 Strike Call for
Aug 30, 24
Looking to scalp this play based on UOA and breakout higher
Thesis
Looking to scalp this play based on UOA and breakout higher
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Point72
@point72-...
Bought ENPH
Shares
up 18.24%
At 97.26, Exited 115.0
Thesis
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Bridgewater
@bridgewa...
Bought ENPH
Shares
down -12.6%
At 167.5, Exited 115.0
Trims & Adds
[] Lost $2.9M on the trade
[-] 110d ago
All out @
115.00
[-] 202d ago
Trimmed 20.3K shares @
97.26
[+] 293d ago
Added 77.2K shares @
118.29
[-] 1.1y ago
Trimmed 70.5K shares @
131.24
[+] 1.3y ago
Added 27.9K shares @
116.84
[+] 1.6y ago
Initial 65.1K shares @
167.50
Thesis
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Point72
@point72-...
Bought ENPH
Shares
down -11.21%
At 210.3, Exited 121.0
Trims & Adds
[] Lost $3.6M on the trade
[-] 293d ago
All out @
121.00
[+] 1.1y ago
Added 196.3K shares @
131.24
[-] 1.3y ago
Trimmed 2.4K shares @
116.84
[-] 1.6y ago
Trimmed 23.9K shares @
167.48
[+] 1.8y ago
Initial 30.0K shares @
210.30
Thesis
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Peconic
@peconic-...
Bought ENPH
Shares
down -18.96%
At 253.3, Exited 205.3
Thesis
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Two
@two-sigm...
Bought ENPH
Shares
down -22.34%
At 277.5, Exited 158.8
Trims & Adds
[] Lost $52.6M on the trade
[-] 1.6y ago
All out @
158.80
[-] 1.8y ago
Trimmed 728.1K shares @
210.28
[-] 2.1y ago
Trimmed 112.3K shares @
253.31
[+] 2.3y ago
Initial 848.3K shares @
277.50
Thesis
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