$Sunrun(RUN.US) surged over 12%, with a solid catalyst: it signed a 16GW virtual power plant agreement with Tesla and Renew Home, bundling surplus power from distributed residential solar and storage to sell to AI data centers. This logic re-hooks residential solar from "subsidy-sensitive" to "AI power demand," instantly changing the valuation anchor. The key thing to watch is how long it takes for the 16GW to truly become grid-connected capacity and cash flow; a large agreement size doesn't equal near-term performance.
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