The cleantech sector, including solar companies, faces challenges from weak demand, policy uncertainty, and balance sheet risks. However, Sunrun recently broke out above its 50-day moving average, which some technical analysts view as a positive signal. The company is also noted for its involvement in virtual power plants, a consumer-focused service area that other energy firms are emphasizing. Overall, the news presents a mix of sector headwinds and specific technical/strategic positives for the company.