Public trading strategy

Sunrun just landed a massive Tesla AI power deal — ride the momentum

Thesis

Sunrun's deal with Tesla completely changes the narrative for the company from a struggling residential solar installer to a key energy partner for the AI boom. A 30% single-day surge shows massive institutional interest, and traders often pile into these stories for days as the news spreads. Since the company is now tapping into the insatiable energy demand of AI data centers, there is a strong case for continued upward momentum.

Strategy approach

Build a momentum strategy that enters long RUN on the 1-hour timeframe when the stock crosses above its VWAP with volume > 150% of its 20-day average. Exit on a 5% trailing stop or after a 10-day holding period.

Markets and timeframes

RUN1h

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