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KG: ISM Services "Stagflationary" & Why ENPH Soared After Earnings

KG: ISM Services "Stagflationary" & Why ENPH Soared After Earnings

Schwab Network · Schwab Network

February 4, 20266m 52s

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Show Notes

The latest PMI composite report came in better than expected but ISM services was below estimates. Kevin Green warns the latter is "stagflationary" in nature. He later turns to Enphase Energy's (ENPH) rally which KG himself predicted was likely. He recaps his analysis and turns to call-filled options activity fueling the AI and energy beneficiary.


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