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SED

SEDG

1 tracked call · 1 long · 0 short · last 90d: 1L/0S
first called by Convequity 1w ago
SEDSEDGLONG1w ago
“We are therefore initiating a modest paired position of around 1% across the two names... SolarEdge is viewed as marginally ahead in timing... we see the current valuation and notice level as offering”
Convequity

SolarEdge is leveraging its grid expertise to build 2-5 MW transformers for AI data centers, offering cheap upside after a major stock correction.

SEDSEDGLONG@ $49.23
$41.37-15.97%
since call Jul 21
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