u/Serve_me_the_pizza · 132d ago4 prior · 40% at 3mo
“positions are basically CCJ NEE FSLR NXT ENPH”
the market hates solar so naturally i am buying all the vitamin d
Solar stocks are oversold relative to growing electricity demand from AI and data centers, creating an asymmetric opportunity. The author is accumulating beaten-down solar names including First Solar ahead of a recovery.
At post $190.61Now $213.25+11.9% since postedas of Sep 8, 4:30 PM ET
1d+5.9%
3d+11.1%
1w+14.4%
1m+61.0%
3m+6.3%
6m—
1y—