SEDG Solaredge Technologies Inc

$SEDG SEDG has been very good in the past for turning a profit 29s entry. Loaded a little late but close enough. ENPH also 34.8 lets see back to 38-9. ENPH keep playing the chop until it breaks down or out.

$SEDG if you value a company with terminal value in 2 years - then yes, you should sell. Most rational WS firms know a large company like SEDG has a runway way longer than that, and rates shock only impacts economy short term as ppl try to “sit out and waiting for rates to come down”. That’s the impact of rising rates, not the nominal rate itself. So I’m not expecting any positive commentary on earnings calls this quarter. Rates will depress biz for everyone, including non-rate-sensitive industries like healthcare. Definitely solar. Some cos need to fold (solar space has olenty of weak cos) and that would allow capacity reduction and supply-demand leveling. $SEDG and $ENPH are not in the risk group, but $ARRY $FTCI … that’s dangerous now.

$SEDG I’d love to short some more! C’mon break $35 or $36 and I will keep slushing and flushing down the ski slope! 📉🏂📉

$SEDG green in a bloody tape this morning. Up on 800VDC protection and grounding framework with $NVDA 🟢

$SEDG with $NVDA collaboration this will fly soon. Incoming ratings upgrades will easily move it to $60+. Very good moment for it.

$SEDG its just the beginning! Strap on your chinstraps and watch the rate increases affect sales! 🤣

$SEDG someone tried pretty hard to knock it off the feet my guess the same guys that run it up to $70S but couldn’t load enough for next round. Means we will see 29ish again before we see 50s

$SEDG $SEDG down almost 15% after aggressive sell off. tracker had it a 99% bounce score. Stock recovered 6.5% in mins

$SEDG Let’s watch more of this September dumpster fire burn! You’ll all see dumps at the open and then when they announce another investor day headline that fails to impress anybody. $ENPH $FSLR and $RUN have better balance sheets! 🤣

$SEDG now data center have to find their own power, conversion will become essential $100 just around the corner.

$SEDG you mean WOMEN. Started a position 3 days ago and doubled it at the very bottom of today. Don’t get me wrong . I was lucky

$SEDG glad it's up but had hoped to double my position yesterday but order never filled. Bittersweet

$SEDG the downside risk is bad guidance for Q4.. but we also have potential catalyst like election result(democrat sweep) and any results/peep from solid stage deployment in lab...

$SEDG look at Oracle today. Yesterday in a joint paper Nvidia anointed SEDG as the newest member of the AI royal family.

$SEDG WHO ARE THE LETTUCE HANDS THAT GOT SHOOK OUT AND SOLD THIER SHARES At 30 LETS SEE THEM HANDS 😂😂😂

$SEDG SolarEdge says in discussions with hyperscalers, neocloudsSays does not have "concrete" purchase order or agreement with any specific customer.

$SEDG sees generating $600M in 2029 revenue from AI factories and revenues now $2.4 billion up from $1.7 billion a 41%+ increase... Stock down 1.4% right now Bears took it to $29 as numbers were being announced, the FUD is real = opportunity

$SEDG $ENPH seems to be a good entry point for both of them. By Feb 27 I would expect mid 40s to 50s from these two.

$SEDG my order filled. Current options pin that should lift on Monday. Hold patient for 2 months and thank me later

$SEDG Well, I'm glad I sold those 32.50 CSP for some nice premium and I hope they get triggered so I can go long again...Bull long