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Opportunities in Housing and a Solar Scare

Opportunities in Housing and a Solar Scare

Update: 2025-06-17
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Description

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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Opportunities in Housing and a Solar Scare

Opportunities in Housing and a Solar Scare

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