Foren & Soziale Netzwerke zur SUNRUN Aktie

 

9/29/26 :: VROCKSTAR :: NASDAQ:RUN changing my view - the debt... the $14.5B, is non recourse and so ZERO is the common/ parent's issue (only looked at the surface before -which was fine b/c we had NXT as the comp and it was cleaner.) - so if you take contracted cash you're looking at 1.18x the debt at 6% and if you consider over $5B that's not B for bands that B for billyoons ... that's equity gravy on your thanksgiving turk - so if the fleet is pricing nearly DD on the stock and you have a paper that's A-... the 3ish-% spread isn't accounted for - as i've written about. beware the tax loss harvesting/ sell off. are we there. will it come. i might dive in still more - but at this pt this might be the most aggressive rates play out there. 100% bps rate tightening... is about $5-6/shr on my math. which is kind of crazy considering we're at $8/shr today... so yeah... coudl this go back to 20s/shr? yeah, actually - developing... - 1% to start. - i'm long and adding lower as i do more work V

This is a pullback short in a weak/neutral structure after a failed breakout and rejection below VWAP, aiming for a move back toward support. The news confirms the downside read: the market is focused on the guidance cut and post-report plunge despite headline EPS and revenue beats. ? Entry: 10.22 ? Stop: 10.80 ? Target: 8.61 ⚖️ R:R: 2.78

SUNRUN's Business Model SUNRUN is the country's largest residential solar company. The company has navigated the elimination of the federal solar tax rebate by focusing heavily on leasing models and, more specifically, by selling electricity to homeowners who agree to install solar panels on their roofs. In addition, SUNRUN has partnered with NASDAQ:TSLA on residential battery storage, helping more homes reduce their dependence on traditional utilities. Additional Revenue Opportunities SUNRUN has also created a network of residential battery storage systems that can be aggregated and sold back to utility companies. Homeowners who participate share that revenue, creating another potential incentive for adoption. The company is now testing an even broader opportunity: turning millions of homes into a distributed AI data center network. The plan is to place “compute nodes” in customers' homes, with participating customers sharing in the revenue if the program proves successful. SUNRUN clearly believes this mo

Kursziel: -

RUN . BOTTOM FISHING! A potential plan with optimal risk and reward. . US STOCKS- WALL STREET DREAM- LET'S THE MARKET SPEAK!

Overview SUNRUN has experienced a notable upward movement today, gaining 8.89% as of this writing. This increase has propelled the stock above what appears to be a Cup with Handle formation, a technical pattern often associated with a bullish breakout. Given this development, the current price area could be a favorable point for initiating a new position. Typically, a breakout is confirmed when the price moves above a long-term resistance level. Position Details I established a full-size position in SUNRUN in early August at a price of $10.80 per share. Later, in November, I added a smaller amount at $17.95 per share, which increased my average cost to $11.68 per share. Currently, I am up 69% on this position. I did not add more shares today, as I missed the initial surge and prefer not to pursue the price higher. My plan is to wait for the stock to consolidate, even if that occurs at a higher price, since there is no clear area to set a reasonable stop loss for additional shares at this time. Outlook and

9/26/25 :: VROCKSTAR :: NASDAQ:RUN Ticker says it all: RUN - was joking w/ a chat the other day about how "we need to find shorts that trump hates" - well look no further than solar - and how about a business as big as NYSE:OKLO at nearly $18B ent value - and unlike oklo these guys will burn about $2B next year - leave it to consensus to forecast "hockey stick growth" - while rates that drive this business remain insanely high - one might say solar on yo roof is the biggest discretionary purchase anyone can make - so yeah. good luck w this one. - short. V

9/26/25 :: VROCKSTAR :: NASDAQ:RUN Ticker says it all: RUN - was joking w/ a chat the other day about how "we need to find shorts that trump hates" - well look no further than solar - and how about a business as big as NYSE:OKLO at nearly $18B ent value - and unlike oklo these guys will burn about $2B next year - leave it to consensus to forecast "hockey stick growth" - while rates that drive this business remain insanely high - one might say solar on yo roof is the biggest discretionary purchase anyone can make - so yeah. good luck w this one. - short. V