Jul. 12 at 9:54 PM
$ENPH
Deep drawdowns can create major opportunities, but not every fallen stock makes a comeback.
$ENPH previously dropped over 90% before reaching new highs in the next cycle. Now after another major decline, investors are asking: repeat or different story?
Bull case: solar recovery, lower rates, improving margins.
Bear case: competition, policy risk, slower demand.
The big question: is
$ENPH another turnaround story, or a value trap?
Would you buy this setup or wait for confirmation?