The Few Bets That Matter (@wealthyreadings): "The SolarEdge playbook continues. Stabilization, breakout, retest. Higher oil price means higher trauma for households and demand for solar systems as they realize it is their only way out of this nightmare. The wildcard remains interest rates but as they aren't that low in th…"

The app for independent voices

The SolarEdge playbook continues. Stabilization, breakout, retest.

Higher oil price means higher trauma for households and demand for solar systems as they realize it is their only way out of this nightmare.

The wildcard remains interest rates but as they aren't that low in the U.S. they shouldn't impact too much such demand.

wealthyreadings.com/p/a…

The Few Bets That Matter

Mar 23

SolarEdge is behaving exactly like we want it too.

A breather after such an expension is very healthy, and usually the kind of price action we want to buy.

The narrative hasn't changed, and even a resolution of the actual conflict in Iran will act as tailwind. Few weeks of higher energy prices will push demand for solar.

A short term scare …

wealthyreadings.com/p/a-second-breath-for-solar…

Mar 30

7:22 PM

The app for independent voices

Log in or sign up