"I'm bearish on ENPH in the near term as it is breaking down on the charts and showing relative weakness versus other solar names."
@ ~$160.693mo
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"I'm bearish on ENPH in the near term as it is breaking down on the charts and showing relative weakness versus other solar names."
"I’m out of Enphase (ENPH) — forward multiples of ~35–38x, flattening European installs, accelerating margin pressure from cheaper micro‑inverters and outsized stock‑based comp versus profits make it unattractive unless you can truly nibble under $28."