Jul. 17 at 2:02 PM
$RUN
People don’t really understand what Sunrun is.
They see solar. They see policy risk. They move on.
Sunrun owns distributed infrastructure inside 1.1M American homes. VPP growing 400% YoY. 16GW Tesla framework. AI compute nodes deployable in months vs 5 years/
$1.5B for traditional data centers.
Equinix traded under
$5 in 2003. Market didn’t understand owning physical infrastructure. It’s
$900+ today.
Sunrun IS the distributed infrastructure layer. Already built. Already networked. Already cash flow positive.
BlackRock 16.8%. Tiger Global 22.79%. 31% short interest.
The rerating is underway.
$RUN $EQIX $ENPH $SEDG $TSLA