Jul. 9 at 2:52 PM
$ENPH $RUN $SEDG $SPCX $TSLA
Well, layer RUN’s AI play (nodes in each home of their customers) and this is ready for a rerate through multiple lens.
AI comps say this is
$200-300 per share.
Anyone else ready to retire?
https://electrek.co/2026/07/08/sunrun-wants-to-pay-you-to-turn-your-home-into-an-ai-data-center/