Reddit Posts
Analysis: Why solar is the best place to mark your money in 2024.
Analysis: Why the solar industry is the best place to park your money right now
Solar Adoption Spikes 2-fold in California’s highest-concentrated zip code (92131)
Are SEDG and ENPH ripe for a short squeeze?
Please double check my tax loss harvesting strategy
The only regret is I did not buy more Enphase on the dip. Rate stays the same, imagine ENPH, when rate is cut
ENPH PUTS! I’m the same dude who flipped INTC puts yesterday!
Sell losing stocks and re-invest in ETF or keep holding while investing incoming cash?
Sell losing stocks and re-invest in ETF or keep holding and invest incoming cash?
What’s the difference between ENPH and SEDG when it comes to offering?
Small account growth over October. SEDG, ENPH, LMT, SPY, NVO.
ENPH now at $78 after Q3 earnings call. How much lower can it go? Two weeks ago at $120 it felt like the bottom.
Enphase Energy’s stock tumbles toward a 3-year low after revenue miss, full-year outlook that’s well below forecasts
Suggestions on how to recover losses if I am not selling my winners
Why not invest in solar stocks right now? (ENPH, SEDG, SPWR, etc)
Even a regarded clock is right twice a day.
Least emotionally attached ENPH investor…
What’s your potential tenbagger stock 4 years later
ENPH was the NVDA last year. Is AI just a 2023 hype?
ENPH - What caused it to spike to $336 and what caused it to drop to now $136?
Last Friday i posted that i expected the market to sell off this week
Market redux ; last Friday i posted that i expected the mkt to drop this week and some quality Stocks would be on sale
Why don't solar panel companies use their own products?
Sunset on the solar bubble - ENPH FSLR puts
What do you think about these stocks in my watchlist?
$ENVX calls up 69% since my post a week ago, and this is just the beginning 🔋 🙌
Why did Enphase Energy dive today? Worries mount over rooftop solar slowdown (NASDAQ:ENPH)
Hot Stocks: FRC plunges again; CMG, MANH surge on earnings; ENPH drops
60$ drop but not talk on wsb ENPH -26% drop on earnings Beat
Lost all of my student loans on ENPH yolo because of a 1% miss in revenue
Last YOLO ENPH Q1 earnings (you'll see where I sold shares and started messing with options)
ENPH YOLO - Gains - Don't miss out on this gem!
Enphase Energy Inc (ENPH) Stock: Do Analysts Think You Should Hold?
B of A Securities Maintains Enphase Energy (ENPH) Neutral Recommendation
Enphase Energy and why this could be a great time to buy it [Bullish Analysis]
Enphase Energy and why this could be a great time to buy it [Bullish Analysis]
Query - What has more impact on an index like NASDAQ-100?
Enphase Energy surges as Janney upgrades demand valuation, ITC clarity (NASDAQ:ENPH)
Enphase energy reports financial results for the fourth quarter of 2022
Annualized Return of Portfolio seem too optimistic, where am I going wrong?
Question about tax loss harvesting and immediately reinvesting in index
i have mentioned ARRY many times here ( started mentioning in the teens)
Enphase ($ENPH) will be the best risk-reward short over the next few months
Photovoltaic energy storage ushered in long-term opportunities
i think we resume rally to S&P 4200-4500
Solar Sector giving us a half off sale
How I’m Getting Rich Trading In This Bear Market
Mentions
Holy shit WTF is going on with ENPH?
Uh, what just happened with ENPH? +19% spike.
I had $27 calls so I felt like i needed to get out now with the earnings already announced. I don’t see how Jpow can say anything that instills confidence in the market right now. I’m up big on SPY puts from Monday. Should make 300% on those. Options for the week: SPY 500 put: win AMZN put: Loss LMND put: loss (most likely) ENPH put: win AMD put: win Should net about 30% returns on the total. Not a bad week 🤷♂️
I'm curious what has you bullish on ENPH. This is one that I frequently look at for call credit spreads, when I'm looking to add negative delta to my portfolio.
It does matter. For example I bought XLK summer of 2020 and it’s nearly doubled. I bought Meta around 100 a share and it’s almost 5x which allowed me to buy PYPL, CSCO, and ENPH. All while paying 0 in taxes.
Now that I'm older, I try to sell as little as possible. I'll think about selling if there's massive deterioration in fundamentals or creditworthiness. If it's a growth stock that has gone up 100%+. I'll sell my original stake plus whatever would get me to 10% annualized. So for example if a $100 position goes to $250 in a year, I'll sell $110 worth and hold the rest forever. I'll also sell if my investment thesis was correct and I think a play has run its course after a few years, and I want to use that money for a more compelling opportunity. But as I insinuated in the list above, I've gotten this wrong many times. There are several positions I sold that kept running (I sold out of ENPH for a 100%+ gain when it hit $7--ouch!). And honestly had I held them, I would have more than made up for every stock or option play I ever made that went to $0. To put that another way: I'd have way more money now if I never took profits. And this sorta makes sense, if you think about it. Stocks have a fixed floor: $0. But stocks have no ceiling. Very few big winners make up for a lot of laggards.
I had 2800 shares of ENPH in 2019, I sold them for 11.50 a share...
This must be the next GameStop. This is a solid company. TJ Rodger’s last baby was ENPH. 35% of this company is shorted by the likes of Citadel. Let’s buy at ER and make these a..holes buy to cover. Let’s go friends and bros.
I bought ENPH in 2017/18 for around 1-5$ a share. Only bought 3000 shares. ENPH hit over $300 per share last year or 2. I regret not buying more shares. At least sold half of my position at $275 once it started coming down and all the neg solar news hit. Still holding 1200 shares with an average of $3.34
Purchased about 12 shares of ENPH at $5 a share in 2018 when I first got Robinhood. Took off to all time high around $320. Wish I got more haha but a win is a win!
Was gonna pick up $5,000 worth of ENPH shares when it was around $0.79 in 2017 because I thought it had promise, but then I started thinking about the flip side and losing all of the $5,000, started second guessed my intuition and analysis, and talked myself out of it because it was too risky for some reason. I’ve learned to trust my instincts a lot more as I’ve learned and gained more experience.
Great question. Say the underlying has a steep move to the downside and puts the CSP much deeper in the money than when I entered the long leg adds to my return if I am assigned. Last week with ENPH the stock dropped 7% before recovering just above my above my strike. I was able to close the long leg for 60% and got all the premium from the CSP and was able to avoid assignment. I ultimately chose to avoid assignment because I see further possible downside after inflation data came out and FOMC next week.
I prefer to be further out of the money. Also watch out for the low open interest on ENPH weeklies, you might have a hard time getting out of more than 1 or 2 options if you need to.
A key thing to understand about ENVX. TJ Rodgers, the legendary CEO and founder of Cypress Semi and a big investor who made a fortune on ENPH, helped bring them to the market as a SPAC. He is a no BS engineer and decided the founders of the company had to go because while they did great science, they did not know how to scale manufacturing. The current new team he put in place, led by Raj Talluri, has decades of experience in the semi conductor manufacturing space and is extremely competent. If anyone can figure out a way to manufacture these new batteries at scale, it's these guys. Listen to the their podcast here and tune in May 5th for big new livestream where management will review thier current status: [https://www.youtube.com/playlist?list=PLnDfyY-CrOjwsIRc24O4D8D9KYdwKkuLr](https://www.youtube.com/playlist?list=PLnDfyY-CrOjwsIRc24O4D8D9KYdwKkuLr)
ENPH is such a ponzi lmao 
ENPH, SEDG, SOFI, RKLB are my big losers. Solar especially, once interest rates went up it was a quick fall
anybody looking at ENPH, it dipped another 7%
Why can't I quit you ENPH 
Lost like 800 dollars on my ENPH puts, had I just hold on to them, probably woulda beeen up smh.......
If Biden gets re-elected and the democrats get control of Congress, I figure stuff like RUN and ENPH will rip. Maybe even Chargepoint will be resurrected from the dead.
Probably related to ENPH earnings yesterday. They weren't that bad but missed on both the top and bottom. However, tons of people bought puts going into earnings and the stock was heavily shorted already, so I guess the market makers decided to fuck with people and render options on both sides worthless. Management seems to be very optimistic on Europe though, which could form the basis for revenue growth recovery.
ENPH was down 10 after earnings got bought up right away now is green and news is spamming 130+ price targets They missed earnings.. again and have been consistently declining revenue in the US for years Seems like any good earnings will cause stock to sell off
ENPH, bad earnings and GREEN. The start of the turnaround.
Wtf ENPH went from -7% in per to +1,5% after open. Poor guy i saw celebrating his puts couldnt even sell
no way ENPH implied move is 14%.. I'm probably gonna open at a loss then
Buy ENPH in the 90s and sell in the 110s
ENPH continually disappoints even with lowered guidance and yet it’s still above $100 It’s like god himself is propping up that stock 
Probably a good play once that Biden money starts pumping in. ENPH is the best (and most expensive) inverter out there. They got batteries too but they aren't able to really outcompetes the Tesla wall battery. Bullish on the stock, if they launch a new product or get more contracts overseas, they will be back in the 200s
Sure, I'll buy ENPH shares at these prices.
My ENPH puts will print 🤑
ENPH down on earnings miss, lets see what today brings
My ENPH puts will print.. but will my CAT puts also print 
I bought ENPH at 180 a share and have slowly just getting killed. I hope it rebounds when interest rates are lowered but I don’t see it ever getting back to there.
"Our revenues bottomed this quarter" - ENPH CEO on the last 4 earnings calls
All my plays are theta fucked TSLA 170C, V 300C, ENPH 90P 
Yes, Thank God I didn't go for ENPH for 200 mores shares. Dodged that Ultimate Wendy's dumpster.
I chose TXN instead of ENPH as a tech, and have gained 4k instead of 6k loss.
ENPH already recovered most of its loss on bad earnings means everything is green tomorrow again
ENPH inverted my asshole
ENPH REVENUE Q1 2023 726 Million Q2 2023 711 Million Q3 2023 551 Million Q4 2023 302 Million Q1 2024 263 Million 📉📉📉📉📉📉📉📉📉
The buy back on ENPH is gonna cancel out the earnings
ENPH fails to meet ridiculously low expectations quarter after quarter.
ENPH didnt pull a reverse like last time. Fuck my calls
Why is ENPH tanking AH? I didn’t know they also had earnings today???
Get your ass under $100 ENPH
Fuck man. ENPH bringing down SEDG 4% after market for missing. This stock has already been beaten to shit
$ENPH Q1 EPS $0.35 vs $0.42 Est Revenue $263.3M vs $281.09M Est GUIDANCE: Q2 2024 revenue $290-330M vs $350.7M Est
ENPH doesnt know what to do
How we feeling on ENPH? Thinking they're getting fucked by the China solar industry oversupply?
Anyone playing ENPH earnings?
Good luck today TSLA and ENPH call holders!
Any suggestion got ENPH earnings ?
Here are my regarded earnings positions TSLA 170C x2  ENPH 135C / 90P x1  V 300C / 245P x10 
Is this a good play: ENPH puts CAT puts AZN puts
Thinking about jumping in on ENPH - Puts?
Everyone’s playing TSLA earnings I’m loading up on ENPH and V lottos 
What strike and ex date are you looking at for ENPH?
Along with TSLA, ENPH and V also have earnings AH Setting up for a wild day tomorrow I don’t think TSLA will be the big earnings play. Probably one of these other ones no one is talking about. I see ENPH moving bigly. Thinking about lotto calls
TSLA, BA, V, or ENPH puts? I'm too scared to buy any calls
Excited for some names announcing after the bell today. $ENPH $LRN $TXN $WFRD $BKR $MANH $ZWS $V
Seems pretty mixed. I haven't seen anyone really bring up the name in the daily in weeks/months really and even then, it's not really bullish or bearish per say. I think some names in the space are great, but personally, I don't want to invest in residential solar. Rather own NXT, which I do, which does more solar at a utility level. However, ENPH might at least hit a bottom in terms of how bad their earnings are. The last few quarters, they have basically lowered guidance and the stock was expensive. At these levels, the stock isn't nearly as crazy in terms of a valuation stand point.
Feel like ENPH has better chance to shit than TSLA
Anyone playing ENPH earnings? If so, calls or puts? I’m leaning puts which has me thinking I need to inverse myself 
Here’s the 10 bagger play if you aren’t a pussy. ENPH calls, tsla calls, ba calls, roku puts, snap puts, and Mstr puts. Pick 2 and give me a 10% fee when you hit.
Straddle on MSFT, ENPH, UPS, TSLA, META. High premium on MSFT. Expecting IV crush both ways
I have a put spread on ENPH. profitable. That is a very attractive options chain.
TSLA and ENPH calls, risky but could be 10 baggers
Or ENPH, they should be recovering on that Biden $$$ but are staying level and red
I would have a tighter folio Costco, Visa, Mastercard, ASML, Intu, Appl, CP, ENPH 10% on beaten down stocks Tsla, PayPal,
Got burnt on ENPH once, but the volatility is extremely tempting.
I bought ENPH at 11:22 AM today, sold it at close, sell off started literally a minute after i bought.
I just sold half my ENPH. It should rise 30% soon.
puts on $ENPH if rates aren't lowering any time soon
Calls on ENPH if it reaches $111. Puts if it breaks and holds below 109
I like alternative energy stocks like $ARRY and $SHLS and $ENPH that have been hit a lot harder and have upside due to energy needs by AI and big tech. Motley fool had said $ARRY was a undervalued AI play
ENPH leap FSLR call for August and Four monthlies
FOUR, ENPH or FSLR 
Great stream and explanation. I liked and subscribed. I'm gonna go back and watch some more of your videos. I see you have one on ENPH which is top of my watchlist. Hoping for a 108ish test to enter into a CSP. Options chain looks attractive. If you are wondering what to cover next I would love to hear your take. Solar Sector holding up nice in the last week and hasn't got much love like chips which I think are due for a check. Solar seemed pretty unfazed but the CPI print which I found surprising. Russel and SP hammered....
Joe Rogan: You see the REAL issue is global COOLING Me: ENPH puts at open Anoos: gaping widely
ENPH is my new favorite stock
Cyber security has had its run $crwd and $snow both solid long term holds. I prefer alternative energy , this sector has been destroyed and has upcoming catalysts such as rate cuts and inflation reduction act. $ARRY is my top pick in that space but $ENPH and $SHLS and $SEDG are interesting as well. Do your own DD
Been thinking about rebalancing, but below is my portfolio. All subject to long term capital gains: Tech has done amazing, which is why they have higher weights. Usually try to keep VTI: 50% Individual stocks: 50%. |TSLA|11.76%| |:-|:-| |VTI|21.73%| |META|27.50%| |AMZN|19.86%| |GOOGL|16.26%| |ENPH|2.85%|
I would like to add the “risks” of covered calls (mostly learned the hard way). The main risk of selling covered calls is that you can miss out on massive swings to the upside. Back when ENPH was sitting at $20 I tried selling covered calls against it. I missed out on a massive move up to $200 when it blew through strike price and I was called away. At the time I didn’t have the capital to keep my position and I ended up losing out on a great investment. Now I hold longer dated OTM calls on stocks I want to invest in. I use the wheel to make income off of the volatility but if it’s going up overall long term I make additional money. I just make sure that I can cover the premium of the longer dated options with just a couple of short dated calls I sell. If I don’t care about the stock and am just making money on the volatility then I don’t care about the price rising too much. For example I hold longer dated calls on SPY, but i don’t on SNAP. As long as I’m locking in a profit on SNAP I’m happy.
eclipse you say? puts on $ENPH then
JKS vs FSLR have more chance man. I think ENPH, SEDG, SPWR and Sunrun are scam. Revenue very low, they don't deserve that high marketcap