Sunrun’s 16 GW isn’t a power plant. It’s a thermostat count
The Tesla-Sunrun-Renew Home VPP framework is real. The category the market put it in is wrong
NOTE: NOT investment advice. Do your own research.
Related reading: Who wears the risk: the hidden asymmetry in AI data center financing · The Onsite Power Arbitrage: Solaris and the Race to Time-to-Power
On June 24, Sunrun stock surged 26 per cent intraday. Volume hit 52.6 million shares — 482 per cent above the three-month average. The trigger was a fra…


