$ENPH mention timeline

Enphase Energy. Every tracked FinTwit mention of $ENPH, newest first. 77 mentions since the first on Sep 15, 2025. See the price chart.

June 2026 · 9 mentions

Jun 30
Shay Boloor — The Trump administration is reportedly drafting a ban on foreign-made energy inverters over concerns China could use grid-connected equipment to disrupt U.S. power supplies. The p…↗
Jun 30
The Future Investors — $ENPH $SEDG $FSLR The Trump administration is reportedly preparing a ban on new Chinese-made energy inverters over national security concerns, with the FCC potentially introducing…↗
Jun 23
mon — These are my favourite stocks across the themes I believe have the strongest tailwinds over the next decade: Nuclear: $SMR Robotics: $OUST Rare Earth: $UAMY Copper: $COPX ETF Memo…↗
Jun 20
InvestmentGuru — Solar: $TE $FSLR $BE $CSIQ The Bridge Fuel for AI’s Power Crisis Nuclear (SMRs, restarts) is the long-term answer to AI’s energy appetite — but those gigawatts are 3-7 years out.…↗
Jun 20
mon — My favourite stocks in each sector: Nuclear: $SMR Robotics: $OUST Rare Earth: $UAMY Copper: $COPX ETF Memory: $DRAM ETF Solar: $CSIQ, $TE & $ENPH Space: $SATL. $ASTS & $VELO Drone…↗
Jun 17
Jason Luongo — 8. $ENPH - Enphase Energy Just launched the IQ9S-3P Commercial Microinverter for US pre-orders. Developing a 1.25 MW IQ Solid-State Transformer designed specifically for AI data c…↗
Jun 8
Serenity — Okay chat, here's your compiled list chat of your favorite 800V DC related ideas. 1. $IFNNY - $115.8B 2. $ON - $46.2B 3. Lite-On (2301) - $16.03B 4. 6504.T - $14.1B 5. $VICR -…↗
Jun 3
mon — My favourite stocks in each sector right now: Nuclear: $SMR Robotics: $OUST Rare Earth: $UAMY Copper: $COPX ETF Memory: $DRAM ETF Space: $SATL & $VELO Solar: $CSIQ, $TE &…↗
Jun 2
InvestmentGuru — Solar doing good $ENPH $FSLR $TE $ASTI $SEDG↗

May 2026 · 14 mentions

May 25
mon — My favourite stocks/ETF by sector: - Nuclear: $SMR - Robotics: $OUST - Rare Earth: $UAMY - Copper ETF: $COPX - Memory ETF: $DRAM - Health: $HIMS & $IBRX - AI Infrastructure: $I…↗
May 24
Tradable Astronaut — Aion Index update. 05/24. 1190 tickers scored across 31 sector profiles. Here's the full breakdown of what the model is showing right now. $WOLF is the standout. 16-day streak.…↗
May 22
InvestmentGuru — $ENPH $SEDG $FSLR $FCEL $TE Solar isn’t just a trade — it’s a domestic energy sovereignty play. U.S. reshoring of solar manufacturing + Section 45X credits + AI data center power…↗
May 21
Tradable Astronaut

April 2026 · 6 mentions

Apr 29
InvestmentGuru — $ENPH — Enphase beat on non-GAAP EPS ($0.47 vs. $0.43 estimate) but revenue came in at $282.9M, down 21% YoY, as US sell-through demand cratered 48% sequentially following the expi…↗
Apr 28
Shay Boloor — EARNINGS IMPLIED MOVES FOR THIS WEEK • $SNDK ±17% • $ENPH ±16% • $HOOD ±15% • $RDDT ±14% • $WDC ±13% • $SOFI ±11% • $CMG ±10% • $META ±9% • $QCOM ±9% • $AMZN ±9% • $MSFT ±7% • $GO…↗
Apr 25
InvestmentGuru — Big earnings week ahead. Names on deck: $AMKR $CDNS $HOOD $SPOT $GLW $BE $ENPH $AMZN $MSFT $META $GOOGL $QCOM $SOFI $LMND $KLAC $VKTX $VIAV $AAPL $RDDT $RBLX $ZETA $RIVN $SNDK $WD…↗
Apr 25
Shay Boloor

March 2026 · 6 mentions

Mar 21
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +199% 2. $AAOI +151% 3. $VG +132% 4. $LITE +92% 5. $BE +73% 6. $DOCN +72% 7. $PL +72% 8. $AEHR +71% 9. $WDC +70% 10. $MU +48% 11. $…↗
Mar 20
InvestmentGuru — Where to concentrate in this market NeoCloud $IREN $CIFR $NBIS Photonics $COHR $LITE $POET $LWLG Chips $NVDA $MU $TSEM Drone + Defence $ONDS $KTOS $RCAT Robotics +Automation…↗
Mar 19
InvestmentGuru — Volatility Is Noise. Positioning Is Power. High-Conviction Growth Watchlist $NVDA — AI Chips / Infrastructure $PLTR — AI Software / Analytics $ZETA — AI Marketing Tech $PATH — A…↗
Mar 14
Shay Boloor

February 2026 · 19 mentions

Feb 25
Black Panther Capital — 👀7 sectors and 27 stocks to add to your watchlist: Photonics: $CIEN, $COHR, $LITE, $AAOI, $POET Space: $ASTS, $RKLB, $PL, $SATL, $RDW Data Center: $IREN, $CIFR, $NUAI, $WULF S…↗
Feb 22
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +174% 2. $BE +70% 3. $AEHR +66% 4. $WDC +66% 5. $TWST +53% 6. $MU +50% 7. $AMAT +46% 8. $ENPH +45% 9. $LRCX +43% 10. $NTLA +41% 11.…↗
Feb 19
InvestmentGuru — Volatility Is Noise. Positioning Is Power My favourite 20 $PLTR $SOFI $RKLB $ASTS $ENPH $PATH $ZETA $SNAP $ABCL $KRKNF $UAMY $ONDS $EOSE $HYFT $JOBY $ACHR $TE $IREN $CIFR $UBER…↗
Feb 18
mon

January 2026 · 12 mentions

Jan 24
InvestmentGuru — Stocks to Watch — Across the Energy Transition Nuclear & Baseload Energy $CEG •Leader in U.S. nuclear generation with a massive reactor fleet and growing service agreements with…↗
Jan 24
Shay Boloor — $NVDA has been clear that energy is the real bottleneck for AI with Morgan Stanley estimating a 44 GW U.S. power shortfall by 2028 so here’s how the power stack breaks down. NUCL…↗
Jan 22
mon — Elon Musk says building AI-powered solar data centers in space is a “no-brainer.” He also says SpaceX and Tesla are building up to 100 GW per year of solar power. $TE, $ENPH &amp…↗
Jan 21
mon

December 2025 · 3 mentions

Dec 26
InvestmentGuru — $QS $EOSE $ENPH $TE $ASTI Solar & battery plays are setting up for a strong 2026. Global power demand is rising, grids are strained, and renewables are no longer optional—they’r…↗
Dec 25
mon — List of stocks to add to your watchlist, heading into 2026. Space: $ASTS, $RKLB, $PL Data Center: $IREN, $CIFR, $NBIS, $SLNH Solar: $ENPH, $TE, $ASTI Rare Earth: $UAMY, $UUUU, $N…↗
Dec 20
mon — List of stocks to add to your 2026 watchlist. 👀 Space: $ASTS, $RKLB, $PL Data Center: $IREN, $DGXX, $NUAI, $CIFR Solar: $ENPH, $TE, $ASTI Rare Earth: $UAMY, $UUUU, $NAK, $USAR AI…↗

September 2025 · 7 mentions

Sep 22
Leveraged Cat — $ENPH added to $IJR today from a headline I read Incrementally bullish for a stock that has been bleeding surely in part due to its removal from $SPY earlier this year Meanwhile…↗
Sep 17
Leveraged Cat — Bullish for $ENPH↗
Sep 16
Leveraged Cat — Long term bottom is in on $ENPH, calling it explicitly now. Not much else you need to know if you hold for a few months at a minimum↗
Sep 16
Leveraged Cat — $ENPH on the move, maybe some funds read the below 😂 see you at 40!↗

June 2025 · 1 mention

Jun 17
Puru Saxena — US Senate floats full phase out of solar + wind tax credits. $ENPH down 24% on the news. EV tax credits likely to go next. Watch for ripple effects across the clean energy + US E…↗

— The AION Index global leaderboard across 1,186 tickers. Top of the board: $FCEL, $INOD, $ENPH, $WOLF, $MNTS, $RDW, $SEDG, $ALAB, $VELO, $NVTS, $ARM, $VOYG, $RKLB, $POET, $PENG.…

May 21

InvestmentGuru — $ENPH $SEDG↗

May 21

InvestmentGuru — $ENPH and $SEDG Both spent years solving one brutal engineering problem: taking unstable power and converting it into clean, regulated energy at scale. That’s exactly what AI dat…↗

May 18

InvestmentGuru — Energy- 7 layers AI Energy Bridge: Short-Term Stack (Before nuclear comes online ~2030+) Layer 1 — Solar Generation → $FSLR (First Solar) — domestic manufacturing moat → $ARRY (…↗

May 17

Michael | Hypermarkets — In 1 year, $ENLT spiked 600% from $15 to $90+ Right now, $NVDA CEO wants you to buy sustainable energy companies. Here's 7 stocks under $10 that can 20x just like $BE: 1/ $PLUG…↗

May 17

Michael | Hypermarkets — @GusPaschal91721 Exactly for $ENPH↗

May 17

InvestmentGuru — Is Solar the next sector rotation play? AI data centers need baseload power that fossil fuels can’t build fast enough → solar is a direct beneficiary of the compute supercycle →…↗

May 16

Michael | Hypermarkets — CEO $NVDA says to buy sustainable energy stocks. $ENLT is the strongest with price target $400+ Its spiked $15 to $90 for 600% already. Right now, these 16 stocks have the exac…↗

May 16

InvestmentGuru — $SEDG +49% in two days. $ENPH +65% in a month. Everyone’s calling it a solar rally — and they’re half right. The real story is what these two companies are quietly pivoting into. B…↗

May 12

InvestmentGuru — WHERE THE MONEY FLOWS NEXT — Full Renewable Energy Capital Rotation Map. Oil holding $100+ is the ultimate catalyst for the energy transition. SOLAR — The Lowest Cost Energy Ever…↗

May 10

InvestmentGuru — EVERY BUCK STOPS AT ENERGY — The Bottleneck Nobody Talks About Enough. The real constraint on AI isn’t chips. It isn’t bandwidth. It isn’t capital. It’s electrons. Here’s the full…↗

— THE SUPER BOWL OF EARNINGS IS NEXT WEEK • Monday | $AMKR, $CDNS • Tuesday | $HOOD, $SPOT, $GLW, $BE, $ENPH • Wednesday | $AMZN, $MSFT, $META, $GOOGL, $QCOM, $SOFI, $LMND, $KLAC,…

Apr 23

InvestmentGuru — THE ENERGY MAP: Every Source, Every Play Global energy investment just crossed $3.3T in 2025 — with $2.2T flowing into clean tech alone, 2× fossil fuels. The AI data center super…↗

Apr 7

KaizenInvestor — Q4 Energy transition update. I follow 7 big energy waves to keep track of the transition. Wind: $GEV, SIFG, ORSTED, $CDLR, PNE, NDX, VWS, Goldwind, Windey Green Hydrogen: $PLUG,…↗

— HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +179% 2. $AAOI +178% 3. $BE +78% 4. $AEHR +77% 5. $LITE +69% 6. $WDC +58% 7. $MU +49% 8. $DOCN +43% 9. $NTLA +42% 10. $NVTS +41% 11…

Mar 10

InvestmentGuru — These are my 5 favorite sectors 1️⃣ Photonics / Optical Technology The backbone of AI infrastructure, data centers, and high-speed connectivity. As AI compute grows, optical com…↗

Mar 7

Serenity — @EikonDD Yeah seems pretty likely at this point. People were talking about $ENPH doubling off 14% SI but this is 40%+ Was really memorable seeing $GME go from $3->$150 that one…↗

— So many great stocks, so little capital. 🧐 If I were building my own ETF: $IREN $ONDS $CIFR $NBIS $WULF $IBRX $PL $ASTS $RKLB $NUAI $POET $ALMU $KRKNF $UAMY $COPX $OUST $TE $ENPH…

Feb 17

KaizenInvestor — 6/8 The Hangover: Solar Energy P/S: Compressed to 1.6x Revenue: Down Solar is a victim of interest rates and commoditization. It is a CAPEX-heavy, low-margin game. When the cost…↗

Feb 16

Black Panther Capital — 👀The ONLY watchlist you need for 2026. EVERY sector the government and hyperscalers are pouring money into. 49 stocks across AI, hardware, defense, energy, and space. → Save th…↗

Feb 16

Jason Luongo — Buying $ONDS at $9 is like buying $PLTR at $8. Buying $IREN at $43 is like buying $TSLA at $25. Buying $OSS at $9 is like buying $AXON at $30. Buying $TE at $6 is like buying $E…↗

Feb 14

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +164% 2. $WDC +63% 3. $BE +61% 4. $TWST +55% 5. $MU +44% 6. $APLD +44% 7. $AEHR +43% 8. $DOCN +42% 9. $AMAT +38% 10. $LRCX +38% 11.…↗

Feb 12

KaizenInvestor — The 2026 energy transition has officially shifted from green promises to an industrial Power Trade. ⚡️ My latest report through Q3 2025 breaks down the massive bifurcation driven…↗

Feb 11

Jason Luongo — Stocks to watch in 2026: AI Infrastructure: $IREN, $CIFR, $NBIS Defense & Drones: $ONDS, $AVAV, $RCAT Space: $RKLB, $ASTS, $PL Energy & Power: $EOSE, $VG, $BE, $OKLO Solar: $TE, $…↗

Feb 10

mon — List of stocks to add to your watchlist: Space: $ASTS, $RKLB, $PL, $RDW Data Center: $IREN, $CIFR, $NBIS, $WULF Solar: $ENPH, $TE, $ASTI, $SEDG, $CSIQ Rare Earth: $UAMY, $UUUU, $N…↗

Feb 7

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +152% 2. $BE +65% 3. $WDC +64% 4. $CRML +59% 5. $ENPH +55% 6. $TWST +55% 7. $APLD +43% 8. $ASTS +40% 9. $NXT +39% 10. $MU +38% 11.…↗

Feb 5

mon — Brutal day today. $TE -1% $POET -4% $ALMU -4% $LAES -5% $ZETA -5% $UAMY -7% $IREN -7% $ENPH -7% $NBIS -8% $EOSE -8% $ONDS -8% $SNAP -9% $ASTS -10% $ASST -14% $SLNH -20% $FLNC -24%↗

Feb 4

Chris — Everyone in Trade Echo was PRINTING today 📈🔥 • Steel: +775% on $ENPH • Darkhorse: SPX + MSFT bangers • My best day of 2026: +$70K 💰 Leaderboard went crazy today 👀 https://t.c…↗

Feb 4

Chris — Huge shoutout to Analyst @Forged_by_Steel 🔥 $ENPH 40C absolutely EXPLODED 📈 +760% 💵 $14K -> $100K+ This is Trade Echo 🎯 https://t.co/tAesrk9hCl↗

Feb 4

KaizenInvestor — $ENPH now up 23% in pre-market 📈 Shorters had to give up on this one.↗

Feb 4

InvestmentGuru — $ENPH post earnings, https://t.co/Zvof7oVZ6q↗

Feb 4

InvestmentGuru — $ENPH $TE $ASTI $EOSE $QS if you missed before↗

Feb 3

KaizenInvestor — $ENPH just reported a strong double beat in Q4. The stock is up 1.5% after the earnings. Enphase has finally emerged from its inventory solar winter, but the global climate remai…↗

— The market so far: 🟢 $NUAI 6% $AMD 5% $LMND 5% $UAMY 3% $BABA 2% $ENPH 1% 🔴 $ZETA, $RR, $SOFI, $DUOL & $PATH -1% $ROOT, $MSTR, $FUBO, $ASST & $MSFT -2% $POET, $NBIS, $C…

Jan 18

InvestmentGuru — 2026 Focus: Plays Aerospace & Defense $KTOS • $RKLB • $ASTS • $RDW Energy (Renewables, Storage, Nuclear) $FSLR • $ENPH • $OKLO • $EOSE • $TE Critical Minerals & rare earth…↗

Jan 16

InvestmentGuru — Who can win in an energy shortfall Utilities & Grid Operators (Direct Winners) $NEE – Largest clean energy utility, grid-scale renewables + transmission $DUK – Regulated utility w…↗

Jan 15

mon — > The grid can’t keep up with AI. Power demand from AI data centers is rising faster than utilities can deliver new capacity. Developers cannot wait years for approvals and upgr…↗

Jan 13

InvestmentGuru — HIGH-CONVICTION STOCKS THAT CAN TRANSFORM YOUR PORTFOLIO OVER THE NEXT FEW YEARS AI & Software $PLTR $IONQ $RBLX $PATH $ZETA AI automation, data dominance, quantum computing, and…↗

Jan 10

InvestmentGuru — 5 Core Sectors Your Portfolio Should Be Focused On for 2026. The next market cycle will be driven by power, compute, connectivity, health, and automation. Positioning early acros…↗

Jan 5

InvestmentGuru — Energy/ renewable energy stocks are looking strong $ENPH $BE $EOSE $QS $TE $LTBR $OKLO $SMR↗

Jan 4

mon — This was my portfolio going into 2024. Four companies from that list have gone on to become giant companies today. In two years: $SOFI +248% $HIMS +300% $PLTR +950% $RKLB +1,307%…↗

Jan 3

InvestmentGuru — Solar / renewable energy is looking attractive here. $ENPH $FSLR $TE $EOSE $FLNC $PLUG↗

Sep 15

Leveraged Cat — Here's how I see it playing out: utility scale power generation bottlenecks are not going away for years; in the meantime, data centers will strike long term, volume contracts belo…↗

Sep 15

Leveraged Cat — $ENPH may actually be the best pure play on this trend, and sure the $ENPH chart is battered but that just means you aren't competing with TA traders for shares yet↗

Sep 15

Leveraged Cat — $ENPH has caught my attention once again, been a long time but at this price and with this backdrop it looks compelling Residential solar has been left for dead for good reason bu…↗