I bought more ENPH today. Volatile industry. Long term trend is up. Buy the dips on quality companies. Don’t buy when it gets overbought and overvalued. Momentum traders love to pump solar on the way up and short on the way down. Enphase is quality. They’ll work through the issues over the rest of the year like they have over the last 5 years, imo.

Nice day today for $TTD though. I'm looking forward to their report on May 10.