$Sunrun(RUN)$ Sunrun Inc. (NASDAQ: RUN), the largest residential solar and battery storage installer in the United States, recently reported its Q1 2025 results—and while the broader solar sector continues to face considerable macroeconomic headwinds, Sunrun's earnings showcased a company that's gradually regaining its footing. The results revealed a business that is leaning heavily on its scale, technology edge, and recurring revenue model to navigate through a high-interest-rate environment, declining subsidies, and increasing competition. Fundamental Analysis While Q1 2025 earnings show stabilization, there are a few critical variables that will determine Sunrun’s trajectory in the months ahead: Interest Rate Sensitivity: Higher financing costs

Solar stocks have taken a brutal hit recently, with Sunrun and Solaredge plummeting over 40%, Enphase Energy sliding more than 26%, and First Solar shedding over 20%. The trigger? A U.S. Senate proposal to wipe out tax credits for solar and wind energy by 2028. This bombshell has investors running for the exits, but what does it really mean for the solar sector—and your portfolio? Let’s break it down. Why Tax Credits Matter Tax credits like the Investment Tax Credit (ITC) and Production Tax Credit (PTC) are the lifeblood of the renewable energy boom. They slash the upfront costs of solar installations and keep projects profitable, driving demand for companies like Sunrun (residential solar) and Enphase Energy (solar inverters). Without them, solar could become pricier for consumers, threat

🌟🌟🌟This week I almost sold my ICLN $iShares Global Clean Energy ETF(ICLN)$ position.  With Trump's anti clean energy pivot such as undoing climate policies, fast tracking fossil fuels, it felt like Clean Energy got hit and ICLN paid the price. But while politics may have clipped its wings, the global clean energy movement is still soaring.  Europe, Asia and states across US are not slowing down. My finger hovered over the Sell button.. then it stepped back.  This is not the end of Clean Energy.  It is  a reset and when it turns green again, I will be ready. 🚀🚀🚀🌛🌛🌛💰💰💰

☀️ Solar Stocks Meltdown: Tax Credits Gone, Hope Too? Or a Green Buy-the-Dip? 💥🌱 Ouch. Solar stocks just got scorched. 🔥 Sunrun and SolarEdge have plunged more than 40%. Enphase Energy’s down over 26%, and even the mighty First Solar isn’t spared—losing over 20%. The spark? A U.S. Senate proposal to fully eliminate tax credits for solar and wind energy by 2028. That’s a direct blow to a sector that has leaned heavily on policy tailwinds to fuel its growth. 📉 Let’s be honest—this wasn’t just a policy shock. The entire sector was already wobbly. High interest rates made rooftop solar financing expensive. Panel oversupply from China dragged down margins. And now with Uncle Sam threatening to pull the plug on subsidies, investor confidence has collapsed. But here’s the thing: I’m not writing o

The sharp selloff in solar stocks this month—Sunrun down 43%, Enphase off 27%, and SolarEdge sliding nearly 39%—was triggered by the U.S. Senate’s draft tax bill that proposes a full phase-out of solar and wind tax credits by 2028. Residential solar incentives would vanish even sooner—within 180 days of the bill’s enactment. That’s a seismic shift from the Inflation Reduction Act’s original timeline, which extended support through 2032. The impact? Project financing just got a lot harder. Without the 30% Investment Tax Credit (ITC), solar developers face thinner margins and higher capital costs. Residential solar could be hit hardest, especially in states like California where net metering reforms have already dented demand. Analysts warn of delayed installations, canceled projects, and a

In recent months, solar stocks have seen a significant plunge. Investors, analysts, and industry players are closely watching the developments. One of the key reasons behind this decline is the planned phase-out of solar tax credits. These tax credits have long been a critical driver of growth for the solar energy industry. The Role of Solar Tax Credits Solar tax credits are incentives provided by the government to encourage the adoption of solar energy. In the United States, the Investment Tax Credit (ITC) has been one of the most important policies supporting the solar industry. The ITC allows homeowners and businesses to deduct a percentage of the cost of installing a solar energy system from their federal taxes. This has made solar installations more affordable and has driven demand ac

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