Jun. 17 at 4:07 PM
$RUN
The tide is rising.
I’ve worked in the US solar industry for 14 years. I see battery adoption accelerating every single day on the ground.
Sunrun pivoted battery-first before it was trendy. Now they’re aggregating homeowner batteries into virtual power plants and selling reserve power back to utilities. Read that again.
AI is breaking the grid. Utility rates are going to skyrocket. Homeowners need somewhere to go. Sunrun is where they go.
BlackRock added 4.5M shares quietly. Now owns 16.8%. Tiger Global sitting at 22.79%. 30% short interest on a stock with a locked float.
This isn’t a solar installer anymore. Rate it like a utility. Tier 2 utilities carry
$60-90B market caps. RUN sits at
$4B.
Same price corridor as 2019. Right before it ran to
$100. Except now the business actually works. Cash flow positive. VPP growing 400% YoY.
This is about real, deployable American energy infrastructure that’s already built.
$145 by 2030.
$TSLA $SPCX $ENPH $SEDG
