$ENPH 0.52 Developing

Notable posts

• @StockSavvyShay neutral 664 eng

  NEXT WEEKS EARNINGS ARE MASSIVE • Monday | $APLD, $NVTS, $CDNS, $AMKR • Tuesday | $BE, $KLAC, $PYPL, $V, $TER, $ENPH • Wednesday | $MSFT, $META, $HOOD, $ARM, $QCOM, $SOFI, $VRT, $LMND, $LRCX, $VKTX, $FTNT, $CVNA • Thursday | $AAPL, $AMZN, $COIN, $RBLX, $RDDT, $TEM, $RIVN, $FSLR, $MA, $PGY, $MSTR, $AXTI, $NXT • FRIDAY | $CVX, $XOM, $ABBV, $CCJ, $MRNA

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• @StockSavvyShay neutral 421 eng

  The Trump administration is reportedly drafting a ban on foreign-made energy inverters over concerns China could use grid-connected equipment to disrupt U.S. power supplies. The proposed FCC rule would target new foreign inverter models used in solar and battery projects lifting U.S. exposed solar names premarket: • $ENPH +20% • $SEDG +15% • $RUN +10% • $SHLS +6% • $NXT +6% • $FSLR +5% • $TE +2%

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• @StockSavvyShay bullish 412 eng

  Trump is banning certain foreign-made transformers and grid equipment as U.S. moves to reduce reliance on Chinese power infrastructure. The order could push even more grid spending toward domestic suppliers just as the U.S. needs to build out capacity. $GEV, $TSLA, $ENPH, $SEDG, $TE, $EOSE

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• @wallstengine neutral 271 eng

  $ENPH $NRGV $NXT $FLNC $GEV $GNRC The Trump administration is drafting a ban on imports of foreign energy inverters, per Reuters. The proposed FCC rule would target new foreign models of equipment that connects solar projects and batteries to the grid, amid concerns China could use inverters to disrupt power supplies. The rule could be published as early as this year, though sources said it may still be changed or shelved.

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• @ripster47 bullish 152 eng

  🚨 This is what we added in morning among some other names $ENPH $BE $DELL $CRCL Portfolio about to hit 100% there Setups shared with free members https://t.co/3jEjW3yS30 and at @TenetCharts All Trades are Live , Concepts that I spend all day teaching here! Beautiful Day! https://t.co/i8qi1camRB

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• @wallstengine bullish 63 eng

  Barclays Upgrades $ENPH to Equalweight from Underweight, Raises PT to $51 from $30 Analyst comments: "We upgrade Enphase to Equalweight given the SST opportunity, with a total annual run-rate U.S. TAM of approximately $2B by the late 2020s, per our estimates. ENPH’s solid-state transformer initiative represents a credible entry point into the evolving data center power stack. As hyperscalers migrate toward 800V DC architectures to support higher rack densities, SSTs are expected to become a core component, replacing or displacing traditional transformers, UPS systems, and PDUs. Unlike legacy hardware, SSTs resemble inverters in functionality, leveraging active power conversion and control, which plays directly to ENPH’s technical strengths. This architectural shift could disrupt incumbent dominance, including Vertiv, Schneider, and Eaton at approximately 45% share, particularly as newer entrants appear further along in development. If ENPH and SEDG maintain their design lead, they could capture early share as 800V data centers begin scaling meaningfully into 2028–2029, creating a foothold in a large, adjacent market. Opportunities beyond the data center may open as well, such as utility-scale solar, if SST prices fall in the years to come." Analyst: Christine Cho

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• @ripster47 neutral 53 eng

  🚨 $ENPH $FSLR TRUMP HAS SIGNED AN EXECUTIVE ORDER BANNING CERTAIN FOREIGN ENERGY EQUIPMENT FROM THE U.S. POWER GRID ON NATIONAL SECURITY GROUNDS, WITH THE MOVE COMING AMID CONCERNS OVER CHINESE-MANUFACTURED COMPONENTS AND THE U.S. ENERGY DEPARTMENT HAVING 120 DAYS TO DEVELOP RULES IMPLEMENTING THE BAN

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• @wallstengine neutral 34 eng

  $ENPH entered a tax credit transfer agreement to sell up to $150M of advanced manufacturing production tax credits generated in 2026, per an SEC filing.

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