NoMarketManipulation
Sep 29, 5:28 PM
$SEDG if you value a company with terminal value in 2 years - then yes, you should sell. Most rational WS firms know a large company like SEDG has a runway way longer than that, and rates shock only impacts economy short term as ppl try to “sit out and waiting for rates to come down”. That’s the impact of rising rates, not the nominal rate itself. So I’m not expecting any positive commentary on earnings calls this quarter. Rates will depress biz for everyone, including non-rate-sensitive industries like healthcare. Definitely solar. Some cos need to fold (solar space has olenty of weak cos) and that would allow capacity reduction and supply-demand leveling.
$SEDG and
$ENPH are not in the risk group, but
$ARRY $FTCI … that’s dangerous now.
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