In short: Short the solar ETF on clean-energy headwinds under Trump (subsidy/IRA rollback) — put on after the election and still falling (solar down another ~5% post-election); expects some solar names to get "completely wrecked" as demand undershoots.
TAN is a basket (an ETF) of solar-energy stocks. The house is short it — betting it falls — because a Trump administration is expected to roll back clean-energy subsidies and support (the IRA), hurting solar demand.
They put the short on after the election and it kept working (solar fell another ~5%), and they expect some individual solar names to get "completely wrecked" over the next year as demand comes in below expectations.
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