ENPH
1 tracked call · 1 long · 0 short · last 90d: 1L/0S
first called by Convequity 1w ago
LONG1w ago
“We are therefore initiating a modest paired position of around 1% across the two names as complementary exposure within the power-electronics segment of the AI value chain. Both companies bring releva”Convequity
Enphase harnesses its grid expertise to power massive AI data centers, making the stock a bargain at just 14 times gross profit.
ENPHLONG@ $39.09
$38.05-2.65%
since call Jul 21