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cover of episode Opportunities in Housing and a Solar Scare

Opportunities in Housing and a Solar Scare

2025/6/17
logo of podcast Motley Fool Money

Motley Fool Money
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The Senate's proposed phasing out of solar and wind incentives by 2028 is causing a significant downturn in solar stocks. This impacts companies like Sunrun, Enphase, and SolarEdge differently based on their business models and reliance on US markets. The discussion analyzes the potential for this to be a buying opportunity or a sign of further decline.
  • Senate spending bill proposes phasing out solar and wind incentives by 2028
  • Solar stocks fall significantly (e.g., Sunrun down over 40%)
  • Impact varies by company: residential vs. utility-scale, US vs. international exposure
  • Concerns about Sunrun's business model due to reliance on government incentives and financial partners

Shownotes Transcript

Solar stocks take a tumble.

(00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss:

  • Why solar stocks are falling today.

  • Lennar earnings.

  • How to think of your house: asset vs. investment.

  • Matt & Jason’s top 3 homebuilders.

Companies discussed: ENPH, RUN, FSLR, SEDG, CSIQ, LEN, GRBK, MTH, LGIH, DFH, NVR

Host: Anand Chokkavelu

Guests: Jason Hall, Matt Frankel

Engineer: Dan Boyd

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