11/11/24 :: VROCKSTAR :: 
SHLS
Rippity do dah? Buyer sub $6
- won lawsuit
-
NXT beat... 
ARRY beat... SHLS => beat?
-SHLS is super shorted
- valuation not egregious.
- options chain paying a lot for higher expires... expect volatility
- solar names seem held hostage by "energy" e.g. look at oil, uranium... it's similar flows. but on the margin there seems to be a bid swelling and a lot of the crap solar names have gotten properly washed out.NXT > 
ENPH > $fslr... SHLS probably 4 and ARRY maybe 5?
- buyer into print, seems to have some wings.
V
SHLSRippity do dah? Buyer sub $6
- won lawsuit
-
NXT beat... ARRY beat... SHLS => beat?-
SHLS is super shorted- valuation not egregious.
- options chain paying a lot for higher expires... expect volatility
- solar names seem held hostage by "energy" e.g. look at oil, uranium... it's similar flows. but on the margin there seems to be a bid swelling and a lot of the crap solar names have gotten properly washed out.
NXT > ENPH > $fslr... SHLS probably 4 and ARRY maybe 5?- buyer into print, seems to have some wings.
V
Trade active
Um. Tide defn out in solarlandia. But loaded the boat (again) with
NXT calls.And swapped my small
SHLS into print for about 1% exposure to the jan 17 '25 $4 for $1.3 average. seems like a great way to play ITM leverage in a rough tide but result seemed fine to me. remaining nimble w cash balance, hence the calls. also really prefer to neck out on NXT more than any of the other names.V
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The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.