I like the fact that Californians are soon going to be FORCED to have solar panels on their new homes. This is the brand of authoritarianism that can make us a lot of money. I’m all about freedom, up until the point it gets in the way of making money. If we can simply strip people of their rights in an effort to make more money, I am with that too.
Today I wanted exposure to solar, due to high crude. I bought the top ranked stock in Exodus, top Sharpe ratio in solar: ENPH. You can do nothing about it. It will trade higher.
Early going, I am enjoying success of the wanton nature in BZUN. Also, I am eagerly optimistic, almost giddy, over BILI. With HUYA hitting $23 and the sector on fire, it’s only a matter of time before traderFAGS figure out BILI exists.
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