$RUN 0.60 Developing

Notable posts

• @StockSavvyShay neutral 541 eng

  $TSLA and $RUN announced a 16 GW distributed energy partnership built around home batteries, smart thermostats and connected devices. The companies say the capacity requires no new hardware, water or land from offtakers with 300 MW+ already available in Virginia. https://t.co/ppIcqNRuV7

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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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• @wallstengine neutral 95 eng

  $RUN, Tesla and Renew Home announced a 16GW distributed energy pact targeting utilities and data center operators. The platform aggregates home batteries from Sunrun and Tesla with 8M+ smart thermostats and connected devices managed by Renew Home. The companies say the capacity requires no new hardware, software, interconnection, water or land from offtakers. In Virginia, they already have 300MW+ available for immediate deployment, expected to grow to at least 500MW by 2030. They also committed capacity to PJM’s proposed Reliability Backstop Process, which could unlock over 1GW if accepted.

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• @wallstengine neutral 74 eng

  Sunrun $RUN is piloting a program to turn rooftop solar and battery systems into distributed AI compute capacity, per Bloomberg. Customers could host a small filing-cabinet-sized computer and earn “a couple hundred dollars to more than that” per month, CEO Mary Powell said. Sunrun says the “mini data-center capabilities” would be aggregated and sold to tech companies looking for AI compute. No buyers or full economics disclosed yet. Separately, Sunrun, Tesla and Renew Home plan to aggregate 16GW+ of flexible home energy capacity for hyperscalers and utilities.

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• @WOLF_Financial neutral 22 eng

  Tesla $TSLA and Sunrun $RUN announced a new partnership today

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