@basedcapitallp · Long ENPH

I remain long Enphase and will add at these levels. $ENPH

SOLAR + AI ☀️ Everyone wrote Enphase $ENPH off when residential solar collapsed. I’m still long, just went longer, and the reasons have very little to do with what most analysts and big investors are factoring in. I bet Leopold Aschenbrenner missed this one, but we don’t know,

Read asLong ENPH

Since the call—

#17 of 214 rankedThe analyst's rank today

High · 0.99Confidence

Thu, Oct 15Tweeted

Fri, Oct 16 closeCounted from

18% of the basket · day 0fades out by Nov 26

Rank per close

Counts from the Fri, Oct 16 close, which is not scored yet.