Mar. 28 at 4:53 AM
$SEDG I have no meaningful position here at the moment. Sold at mid 30s a while back and didn’t get back in. The path to data center market is rough for this company and the price increases due to 800vDC and GTC demo is not gonna last. Path to data centers is even harder for
$ENPH but Enphase is at the right valuations level around
$40 until they show proper revenue growth in the coming quarters, and
$SEDG is over valued at
$50 and I would expect it to get back to low
$40 until their revenue and gross margins improve. At this price, I am bearish
$SEDG