$ENPH a year or so ago I loaded up on the short seller report. My first "big bet" on a single stock.
Was enticed at the prospect of the same with $CLSK but after reading the report and doing more due diligence, I don't see it. This one has more substance than the ENPH report.
Key differences for CLSK:
1. No clear track record of performance
2. Margins of a hardware company, claiming to be a software company. This has been said before, but rings true to me.
3. ENPH (along with ($SEDG) are positioned different in the solar market vs
$AMRS I am wondering if Ive made a similar mistake in this space as I did in Solar....where I focused only on $ENPH and didnt buy other solars...given $GEVO and $CDXS have made pretty big moves...anyone else having similar thoughts, or something they think is still a buy? (Caveat, Im short $BLI so not that one)
$SPWR $TAN $ENPH $MAXN
🥴🥴😄😄 after the report (https://www.nytimes.com/2021/01/08/business/economy/china-solar-companies-forced-labor-xinjiang.html) connect the dots.
Something doesn't work here.
I would like to hear something about these facts from Tom.