Nov. 4 at 5:21 PM
$ENPH Once there is an actual positive tailwind for solar in the US on the horizon, this is primed. Could be quite some time, but I think that’s why institutions are holding it down so hard. with its balance sheets, products, and history, the institutions know how hard they can make it fly the other way when the climate is right.
- I trimmed quite a but for profit over the years, but kept a core holding of 1000 shares that I’ve slowly added 100 to recently.