u/theJimmybob

Reddit r/wallstreetbets
· tracked since Sep 2026
Calls
1
Win Rate
100.0%
return
+5.3%
Calls 1 1 Posts tracked · 1.0/day Posted today
Calls
7d 1
30d 1
90d 1
Best Calls
SEDG Long +5.3%
Worst Calls
No live losers yet
Most Mentioned
SEDG ×1
Recent Calls
SEDG Long 14 hours ago
Win Rate 100% Long 1 Short 0
Win Rate
7d
30d
90d
Average Return +5.3% Long Return +5.3% Short Return -
Average Return
7d
30d
90d
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Thesis
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Long
Sep 10
$34.77
+5.3%
SEDG AI revenue growth, selloff is opportunity
The author claims SolarEdge will generate $600M in 2029 revenue from AI factories while current revenues have grown to $2.4 billion from $1.7 billion, a 41%+ increase. They argue bears pushed the stock to $29 during the announcement despite these improving numbers, framing the FUD-driven selloff as a buying opportunity. The main risk implied is that the bearish sentiment and FUD could persist despite fundamentals.
Clean Energy
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u/theJimmybob has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: SEDG.