Options traders are betting heavily on these stocks ahead of election results

Impact · against what's priced in

Options activity suggests speculative positioning for a political rebound in solar, but this does not fundamentally change the structural growth hurdles for Enphase. For SolarEdge, the immediate catalyst is the earnings report combined with high-gamma options positioning.

ENPH+0.20

Challenges what's priced in

The price assumes

A revenue acceleration to a 17.5% CAGR over the next decade, which the price requires but refuses to pay for in advance