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Michael. Z @MichaelZero10 on x 3692 followers
Created: 2025-07-23 18:36:54 UTC
X. Financial thoughts✅
• Investors are not excited about the Stock due to soft U.S. demand and a lack of clarity around safe harbor activities, which allow renewable energy companies to lock in eligibility for tax credits by beginning project construction.
• Following Q2 2025 report the recovery story is definitely at doubt and we could get a better picture of the investment thesis over the next few months.
• We will hold our position for now (~3% of our portfolio) as we still believe in the business recovery and finally we think $ENPH could grow into other countries more environmentally friendly (European countries etc.).
• Please note that we are managing our risks by sizing appropriately our position (~3% of our portfolio), as we recognize that the recovery might take longer than expected.
• What is your view on $ENPH ?🤔
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