https://preview.redd.it/p6b6p9a78hlf1.png?width=1381&format=png&auto=webp&s=f264d50a77ce65e8c1dc59eb122541d0e1257919 Alright you degenerates, here’s the play (some high-level DD): Only public residential solar TPO left. Sunpower ☠️, Sunnova ☠️. It’s just Sunrun now. OBBB + Treasury guidance = nothingburger for residential. Safe harbor + battery ITC incentives locked in for years. Tiny market cap ($3B lol). This should be a $10B+ company once the sector rotates. Interest rates going down. Literal rocket fuel for solar financing. Solar got nuked on “Republican trifecta” fears. Overblown AF. Post-OBBB there’s policy CERTAINTY. Balance sheet: Only ~$800M recourse debt and they’re consistently paying it down with positive cash generation. Earnings beat was huge. Sunrun is killing it. Short interest >20% = Just an FYI 😎 I've been loading calls like a full-blown solar degen. MARS LANDING SECURED. PS: I AIN'T SELLING 🚀🚀🚀   submitted by   /u/peloteto [link]   [comments]