$FSLR $ENPH $SEDG

RIP retail. We’ve been sharing our insights on how dead consumers are with respect to credit availability. 2H is not going to be Merry. There is something called “too much pump.”

🚩 To all retail investors. $OPEN is a BULL trap.

Yup....that has been our stance. But, if the Fed were to cave, party will begin.

$OPEN pumpers are crowdsourcing business model for OPEN. Yes, read that again.

🚨Our note on $OPEN - a new cult that’s trapping the retail. When we asked the pumpers, “what’s the catalyst?” The response? “There was no single catalyst that took Carvana from $3 to $400” Porter Collins Steve Eisman The $OPEN pumpers have no catalyst on why the stock

Add $PLNT to the list

So, too much AI?

$TGT and now $WMT Do anyone still believe consumers are OK?

🚩So, $FSLR and the solar sector is whining, as the only way they can survive is through subsidies. Quality of the products for most these companies are sub par. RIP

🚩People earning six figures have reportedly shopping at $DLTR and $DG - per the companies latest earnings calls.

New read.

I mean….

🚩49% More Pandemic-Era Mortgage Defaults Detected by VantageScore 4.0 Compared to Classic FICO. Ah...see what suppresing data and revealing partial data does to reality? Reality and Lag is catching up.

$WMT : Pass through is here. No corporations are “absorbing” anything. Reality: - 6 fig income earners are shopping at $DLTR, $WMT etc.. - $WMT, $DLTR are raising prices to pass through tariffs.. So, Prime is cascading to subprime in front of our eyes. While $FICO is not