Jun. 25 at 11:05 PM
$ENPH Anyone know the timeline for this new data center power platform product? I seem to recall that they are working on a prototype now with the first production units available in 2027. As much as I want to see the SP rocket, that seems a little late in the game to me. Won’t most of the data centers be built out by that time? Might explain the price slide post announcement. Any insights? I’m long by the way but just trying to be realistic.