Enphase Energy. Every tracked FinTwit mention of $ENPH, newest first. 35 mentions since the first on Jun 17, 2025. See the price chart.
June 2026 · 2 mentions
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…↗
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…↗
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…↗
mon — 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 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…↗
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 &…↗
Jan 21
mon — 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 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 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%…
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…↗
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.…
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…↗
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…↗
— 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,…
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…↗