To The Moon

$Sunrun(RUN)$  

$SolarEdge(SEDG)$  

$Enphase Energy(ENPH)$  

$First Solar(FSLR)$  

Solar stocks have faced a dramatic reckoning. With Sunrun and Solaredge down more than 40%, Enphase Energy over 26%, and First Solar shedding over 20%, the clean energy sector is in turmoil. This comes after the U.S. Senate proposed a full phase-out of federal tax credits for solar and wind energy by 2028.

But is this the end — or a reset?

📉 What Triggered the Collapse?

The clean energy sell-off was primarily driven by investor fear that the removal of government incentives would damage profitability and slow sector growth. These credits have long underpinned the financial viability of solar and wind projects, both at the utility and residential scale.

🔮 Predictive Outlook: A Sector at Crossroads

Short-Term Pain: Expect continued volatility across clean energy tickers as the market prices in a new earnings reality. Options volatility in $RUN, $FSLR, and $ENPH may spike, offering opportunity for premium sellers — but caution is warranted.

Medium-Term Rotation: Funds may rotate into traditional energy and defense stocks, especially amid Middle East tensions. The Iran-Israel escalation is likely to sustain crude oil prices above $80, which could support energy ETF inflows while solar underperforms.

Long-Term Opportunity?

The sector could find new footing via:

Technological breakthroughs in solar storage and efficiency

Private sector investment stepping in to fill the subsidy void

State-level policies supporting green infrastructure (e.g., California, New York)

Investors may consider watching for capitulation signals or dollar-cost averaging ($DCA) into oversold leaders with strong balance sheets.

📆 Key Data Points to Watch:

Earnings Reports from $FSLR (Jul 25 est.) and $ENPH (Jul 29 est.)

Senate negotiations on energy subsidies and infrastructure

ETF Flows into clean energy ($ICLN, $TAN) and fossil energy ($XLE)

🧠 Investor Tip:

"Fear and greed move faster than solar panels rotate — stay focused on fundamentals, not just headlines."

I'm not a financial advisor. Trade wisely, Comrades! 💼📉📈