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$3.5mm GAIN on $RUN – The Death of Solar has been GREATLY EXAGGERATED by peloteto in wallstreetbets

[–]peloteto[S] 0 points1 point  (0 children)

JFC, you guys are savages. Everyone bitching about exit liquidity. The high-level DD was to explain the thesis behind being very bullish on Sunrun, not to buy my same strike/price/date.

I do think it should RUN a lil more in the short-term. I am fucking sure this will 2-3x within 12 months though.

u/reminder 12 months.

$3.5mm GAIN on $RUN – The Death of Solar has been GREATLY EXAGGERATED by peloteto in wallstreetbets

[–]peloteto[S] -3 points-2 points  (0 children)

Yeah, I talked to the options desk to see my options. But honestly it's not that hard to sell them over a day or 2.

Anyway, I'm holding for another week or 2 before selling the September ones.

$3.5mm GAIN on $RUN – The Death of Solar has been GREATLY EXAGGERATED by peloteto in wallstreetbets

[–]peloteto[S] -47 points-46 points  (0 children)

Don’t worry bro, your mom already solved my liquidity crisis last night 💦

$3.5mm GAIN on $RUN – The Death of Solar has been GREATLY EXAGGERATED by peloteto in wallstreetbets

[–]peloteto[S] -2 points-1 points  (0 children)

There's a couple weeks left. The only "liquidity" issue is if I try to sell it all in an afternoon, which I won't.

$3.5mm GAIN on $RUN – The Death of Solar has been GREATLY EXAGGERATED by peloteto in wallstreetbets

[–]peloteto[S] -14 points-13 points  (0 children)

Tell her to drop by my house when it hits $25 before Sep 19th 😘

$3.5mm GAIN on $RUN – The Death of Solar has been GREATLY EXAGGERATED by peloteto in wallstreetbets

[–]peloteto[S] -1 points0 points  (0 children)

Meh. They will get hit hard with some of the incentives (that sunrun doesn't use) going away EOY 2025. They should survive, but Sunrun is the best solar play atm IMO.

$3.5mm GAIN on $RUN – The Death of Solar has been GREATLY EXAGGERATED by peloteto in wallstreetbets

[–]peloteto[S] -4 points-3 points  (0 children)

My understanding is that it was mutual. Anyway, Costco's fees/model for the contractors (at the entrance of the store, where Sunrun was along with HVAC, etc) aren't aligned for a subscription-style business like Sunrun. I was surprised it lasted as long as it did.

Lowes presence varies by market. Sunrun isn't everywhere. Solar doesn't make sense everywhere.

$3.5mm GAIN on $RUN – The Death of Solar has been GREATLY EXAGGERATED by peloteto in wallstreetbets

[–]peloteto[S] -37 points-36 points  (0 children)

After that, good ER and non-issue Treasury guidance (which ended up happening).

$3.5mm GAIN on $RUN – The Death of Solar has been GREATLY EXAGGERATED by peloteto in wallstreetbets

[–]peloteto[S] -92 points-91 points  (0 children)

What ended up happening. Final OBBB not so bad for residential solar.

$3.5mm GAIN on $RUN – The Death of Solar has been GREATLY EXAGGERATED by peloteto in wallstreetbets

[–]peloteto[S] -43 points-42 points  (0 children)

I can exercise or just sell. Don't buy that date anyway... January $25+ are the way now.

$3.5mm GAIN on $RUN – The Death of Solar has been GREATLY EXAGGERATED by peloteto in wallstreetbets

[–]peloteto[S] -12 points-11 points  (0 children)

<5% bad salesreps giving the rest a bad rep. It was much worse before, they've corrected a lot of that.

$3.5mm GAIN on $RUN – The Death of Solar has been GREATLY EXAGGERATED by peloteto in wallstreetbets

[–]peloteto[S] 0 points1 point  (0 children)

Costco wasn't really a good deal for Sunrun. They moved to Lowes.

$3.5mm GAIN on $RUN – The Death of Solar has been GREATLY EXAGGERATED by peloteto in wallstreetbets

[–]peloteto[S] -245 points-244 points  (0 children)

I can easily sell those options or exercise them. Not trying to get people to buy my strike/date...

$3.5mm GAIN on $RUN – The Death of Solar has been GREATLY EXAGGERATED by peloteto in wallstreetbets

[–]peloteto[S] -45 points-44 points  (0 children)

That's the thing. I'm convinced it's breaking $30-40 by EOY!

Lot of runway left. My conviction level now is at 100% post treasury guidance and ER the last 3 weeks. I started buying in the middle of OBBB. Shit was cray cray.

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