☀️ Solar Stocks Meltdown: Tax Credits Gone, Hope Too? Or a Green Buy-the-Dip? 💥🌱

Ouch. Solar stocks just got scorched. 🔥

Sunrun and SolarEdge have plunged more than 40%. Enphase Energy’s down over 26%, and even the mighty First Solar isn’t spared—losing over 20%. The spark? A U.S. Senate proposal to fully eliminate tax credits for solar and wind energy by 2028. That’s a direct blow to a sector that has leaned heavily on policy tailwinds to fuel its growth.

📉 Let’s be honest—this wasn’t just a policy shock. The entire sector was already wobbly. High interest rates made rooftop solar financing expensive. Panel oversupply from China dragged down margins. And now with Uncle Sam threatening to pull the plug on subsidies, investor confidence has collapsed.

But here’s the thing: I’m not writing off clean energy yet.

🧠 Why?

The transition to renewables is inevitable. Despite political noise, utilities and corporates still have long-term ESG goals.

The market may be overreacting. We’ve seen it before—when Tesla was declared “dead” in 2019, when EV incentives were debated. Eventually, the innovators adapt.

Emerging solar + battery models (like Enphase’s ecosystem or Tesla’s Powerwall integration) still make sense in high-energy-cost environments.

💡 My play? I’m watching the dust settle. Looking for:

Oversold levels on quality names like First Solar ($FSLR) and Enphase ($ENPH)

Clarity on how the tax rollback will be phased

Signs that Europe or China may step in with their own green stimulus

⚠️ But I’m staying away from over-leveraged names that depended entirely on U.S. tax arbitrage. Those could be value traps, not bargains.

So, community—what’s your energy?

🔋 Is this a temporary policy blip or the start of a solar winter? 📉 Are you buying the green dip, or waiting for the next wave of capitulation? 💬 Which solar stocks do you still believe in?