$Sunrun(RUN)$ A comp I keep coming back to is BE.
Bloom made a big pivot into the AI/data center power story and the market completely repriced the company.
RUN is working through its own pivot.
Solar to storage to VPPs to distributed power to AI/data center demand.
74% storage attachment. 4.6 GWh networked storage. Tesla VPP. SPAN partnership.
Then add the midterms and roughly 30% short interest.
If the market starts treating RUN as an energy infrastructure company instead of just a residential solar company, the re-rating could be sharp.
That's the setup I'm watching.
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