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Torres Novas
Joined July 2011
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Pedro Borga retweeted
The Q&A was almost entirely focused on SSTs.
$SEDG could re-rate from being viewed as a broken solar story to an emerging AI infrastructure play sooner than I expected.
Analysts clearly picked up on the opportunity.
$SEDG is gradually becoming a data center play.
The company just laid out a $600M SST revenue target by 2029.
My base case had only ~$250M by 2030.
The initial 15% selloff appeared to happen largely because the CEO reiterated Q3 guidance and used illustrative FY2026 estimates that implied a seasonal Q4 decline, while explicitly clarifying that those figures were used for simplicity and weren’t guidance.
I took advantage of that crash to buy more shares and lower my average cost.
Quite a reversal from the lows so far.
Pedro Borga retweeted
Alright, I'll be giving away this $10,000 Gucci XBox to a follower who retweets this in the next 24 hours. I'll ship it anywhere on earth. Good luck.
Here's what's inside: youtu.be/JnGXTk57rOU
Pedro Borga retweeted
Here it is, your chance to grab one of nine OnePlus 9 Pros, one of the smoothest, sleekest, most perfectly crafted phones you’ll ever see—and you can make it all yours. Just follow and retweet. #TheChosenONE
E espero que ele primeiro que eu, dado que é mais velho ;)
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