8/22/25 - $sedg - Not a bad funding shortSolarEdge Technologies, Inc.NASDAQ:SEDGVROCKSTAR8/22/25 :: VROCKSTAR :: SEDG Not a bad funding short - They just don't make money - Thing is worth 2B - 20x in 2027? - Ripping because "Powell?" - My sense is caught a few recent solar-related tailwinds and is shorted - Results have not been "bad" which means, off low levels stock worked - but at this valuation it's decent offset to NXT and other solar "winners" (big quotes because winning and losing in solar depends on whether Trump eats taco bell or chipotle on any given night) - i've taken some profits on NXT recently given the recent surge and then T's comment - seems we always have ability to buy back lower - if we don't...w e just "make less" in $nxt. but in the meanwhile something like SEDG short helps keep exposure on NXT V