Ryan Balestrery

[Ryan Balestrery @MrBalestrery]

$SPWR $ENPH $FSLR $SEDG All you have to do right now is not go bankrupt and you'll be fine 😄

[Jesse Peltan @JessePeltan]

Solar passed nuclear in Texas 2 years ago.

Now it's double.

[Ryan Balestrery @MrBalestrery]

@spenbaker Maybe I'll go work on the line for a few months and see wtf is really going on 🤣

[Ryan Balestrery @MrBalestrery]

@spenbaker Must be for the smart eyewear run. Maybe the line is so inefficient they need extra manual labor.

[Ryan Balestrery @MrBalestrery]

@LateReaponder Agree

[Ryan Balestrery @MrBalestrery]

@KGhazzagh We get $2M now and TJ gets shares hopefully after he un-fucks the share price. Thanks TJ ✌🏼

[Ryan Balestrery @MrBalestrery]

@KGhazzagh I'm no economist, but I would think rate hike fears will push customers to finance projects now before rates go up more. Should be a slight tailwind even in an overall depressed borrowing market.

[Ryan Balestrery @MrBalestrery]

@GrantCardone @grok How many millionaire families IN TODAYS DOLLARS were there in 1976?

[Ryan Balestrery @MrBalestrery]

@spenbaker Wow, IR is really turning over a new leaf with communication

[Ryan Balestrery @MrBalestrery]

@train9898 @docmaker Look at the stock chart for K&S and you'll see why Raj left Enovix for them.

[Ryan Balestrery @MrBalestrery]

@McCheeseus @EnovixBatteries Interesting take. I can see it. He was extremely confident.

[Ryan Balestrery @MrBalestrery]

$ENVX Wow, Raj is gone one day and the entire executive bench comes forth with all of the candor we wanted many quarters ago. I bet that felt as good for them as it did for us (even if there are hard truths). Meanwhile, Raj is SUPER excited about dream-job. This was 100% for the better.

[Ryan Balestrery @MrBalestrery]

@CofTrev 100%. It's so toxic.

[Ryan Balestrery @MrBalestrery]

@byr10148 I saw that. Not sure it's time to read too much into it yet, but selling also might be a good exit for a lot of people.

[Ryan Balestrery @MrBalestrery]

@spenbaker I'll just keep saying it. You're absolutely bonkers, off your rocker, out of your mind, if you're hiring for these jobs and have no POs coming.

[Ryan Balestrery @MrBalestrery]

Reading this causes me to recall that he said in one of his first ECs that he was prepared to lose his investment, that success would allow him to donate to charity for the tax write off.

He's also said that 80% of his ventures fail, but not on his fuck ups!
And then he posted that Lamborghini video right after 🤦🏼‍♂️I could hardly watch.

[Ryan Balestrery @MrBalestrery]

@ccocke69 @spenbaker Yep! I remember that.

[Ryan Balestrery @MrBalestrery]

My protocol

[Ryan Balestrery @MrBalestrery]

The fact that TJ had to fire 2 tiers of management tells you how toxic and counterproductive that work culture was. Not encouraging. Work culture and productivity were actually his strengths. Solar is still the future and his narrative "it's hard to see that right now" isn't wrong.