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Time Author Thesis Company / ticker Signal Since call Position Source
17:19
Sep 10
u/theJimmybob
r/wallstreetbets
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.
SEDG SolarEdge Technologies, Inc. Long 1ST — —
17:08
Sep 10
mvcinvesting
SEDG re-rates on data-center SST pivot
Buy SEDG as it transitions from a broken solar name into a data-center infrastructure play, backed by a new $600M SST revenue target for 2029 (vs. prior ~$250M 2030 base case). Analyst focus on SSTs during the Q&A signals the re-rating is underway.
SEDG SolarEdge Technologies, Inc. Long — —
16:59
Sep 10
mvcinvesting
Author states SolarEdge is ahead of Enphase among competitors.
Author states SolarEdge is ahead of Enphase among competitors, expressing a relative bullish preference for SEDG while merely acknowledging ENPH's transformer product.
SEDG SolarEdge Technologies, Inc. Long — —
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About SEDG Investor Commentary

Across the available history and selected sources, Buzzberg tracks SEDG (SolarEdge Technologies, Inc.) across 27 sources: 18 bullish vs 0 bearish calls from 30 authors. Historical directional balance: 29% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 62 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: u/theJimmybob, mvcinvesting.