Weighting doesn't mean anything for speculative stocks but % of portfolio is relevant - I wouldn't invest any more than a fraction of a percent of my total funds invested in shares and derivatives in any speculative stock but I have and do holding quite a lot more in what were speculative stocks at one time.
RFX is still speculative with a chance of making it, particularly in the current changing environment (cue dyode). Everyone must realize speculative stocks are very risky and might not make it in which case shareholders lose what they have invested.
I would still like to have on HC opinions / the best guess on the cost per kwh of storage of Gen3 i.e. how much more (less) per kwh would 20 Gen3s be than than say 20 Powerwalls.
My guess is somewhere between $1000 and $3000 per kwh of storage for Gen3 - can anyone narrow that down?
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