Foren & Soziale Netzwerke zur SUNRUN Aktie

 

8/22/25 :: VROCKSTAR :: NASDAQ:RUN Pretty obvious short - it's great to see papa powell pump our beloved NASDAQ:NXT - but just the other day daddi trump decided to eat taco bell (if you've been paying attention - this is when he tweets something from the 3am squat that's anti-solar)... and not chipotle. - solar has had a nice run. - i've written ad nauseam about it being the obvious generation tech in the next 10 yrs. edgeking elon agrees. idk if that's good or bad. - but in the retail front let's just review some real basics - usually in a mkt i get the "yes everyone can see the multiples". and yes that's true. but honestly it's somehow an edge to just put this into context with a modicum of logic. - for NASDAQ:RUN you get: - 7.5x sales (lol!) - low teens EBITDA mgns (adds back D&A! lol) - trust me bro FCF in 2028 - so yeah - hard pass at 18 bn valuation - it's one where the equity can certainly do cray cray things b/c it's so small in the capital stack - but ultimately. NASDAQ:RUN will go BK. i've

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2/6/25 :: VROCKSTAR :: NASDAQ:RUN donut. stay away. - this thing will be volatile given 90% of the cap structure is debt - but it doesn't generate any +ve fcf for the next years - any uplift in solar will benefit NASDAQ:FSLR and $enph... everything else is trash. - solar is VERY VERY hard to own at the moment, even our favorite name NASDAQ:NXT is not the most obvious up and to the right chart (it should be, but remember we are in an industry tide still - perceived - go out) - therefore, to maintain my NASDAQ:NXT exposure which is my largest position even tho i am packing a lot of cash on the books, generally, WAY more than usual... i need hedges or i need to risk manage NASDAQ:NXT - NASDAQ:RUN 's chart is literally death. - i wouldn't be surprised in a solar or mkt risk off to see this -50% and honestly, this company is for all intents and purposes a BK candidate. - it's a donut. a bagel. a zero. - so if you own it... you might want to re-think "why" and honestly i'm all ears considering i'm buyin

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