Mar. 31 at 12:16 PM
Solar names are starting to break correlation
$ENPH -5.8% vs
$FSLR +2.4% — this kind of divergence doesn’t happen for no reason. When peers that usually move together split like this, it often signals capital rotation under the surface.
The narrative is shifting toward utility-scale and grid-facing solutions, not just residential plays. With AI data center demand exploding, power access is becoming the bottleneck — and interconnection queues stretching years out only amplify that urgency
This isn’t just sector noise… it’s a signal of where the big money is positioning next. Watch the follow-through closely.
