TobiasGoris
Solar companies update: $ENPH (Enphase Energy Inc.) reported nice earnings, but bad outlook for this year; stocks dropped from 38 to below 30. First signs of bottoming out today, while the larger market slides 2-4 percent, $ENPH seems to be stable. Might buy a bit around 30 at some point, but not overly much due to enhanced risk the next months and years. $AMRC (Ameresco Inc) reported earnings yesterday, with an expectations beat on all levels and a great outlook, but investors likely hoped for even more, given the company is on the forefront of AI energy operators/planners. Currently about 10 percent down, but given the rise of 250 percent the past weeks, I see this rather as a healthy correction. No need to buy more, since heavily exposed already.
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