Enphase looks like a good short-term bet because of a new data center business, while Walmart looks weak and is drowning in debt.

• Enphase stock has jumped about 50% in days after announcing solid-state inverters for data centers, opening a new market.
• The company finally dropped its pride and cut prices on batteries and inverters, which could turn around collapsing revenue.
• Short sellers were heavily betting against it, so the recent jump is partly a short squeeze, meaning it could swing hard both ways.
• Walmart missed guidance and is burning cash building out automated warehouses to catch up to Amazon, with $114 billion in short-term debt and only $21 billion in cash.
• Symbotic is a better way to play the warehouse automation trend since Walmart and others will keep buying its AI-powered forklifts.

Outlook: Enphase has 50%+ upside if data center orders show up in the next two quarters, but the bet falls apart if commercial customers pass on it.