[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Michael. Z [@MichaelZero10](/creator/twitter/MichaelZero10) on x 3685 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 ?🤔  XXX engagements  **Related Topics** [investment](/topic/investment) [get a](/topic/get-a) [tax bracket](/topic/tax-bracket) [coins energy](/topic/coins-energy) [harbor](/topic/harbor) [clarity](/topic/clarity) [Post Link](https://x.com/MichaelZero10/status/1948089958784291205)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Michael. Z @MichaelZero10 on x 3685 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 ?🤔
XXX engagements
Related Topics investment get a tax bracket coins energy harbor clarity