Apr. 10 at 10:38 PM
$ENPH
Staying patient here. The market feels irrational right now. Hoping we get some kind of deal with Iran over the weekend because if the Strait of Hormuz stays closed, that could trigger a global recession.
I sold my position the day after earnings and just got back in today betting on a potential resolution. At the same time, if natural gas keeps climbing, that could end up being a tailwind for solar.
Still not fully convinced either way yet.