Sep. 10 at 3:42 PM
$ENPH lots of short term volatility. This company unfortunately trades alongside the political landscape and the macro economic landscape hasn’t been good either. Long term though reality wins. With data centers going up everywhere, I wouldn’t be surprised if Democrats enact legislation making those companies contribute to energy production. And guess what’s the cheapest form of new power to install? Solar. Guess which company has the best technology tied to solar? ENPH. I believe they will eventually diversify to get a larger cut of the pie by offering new products across solar segments. On top of that it’s getting harder to deny climate change. We will have to make changes. Maybe not to our usage of power but where we get it. Solar makes the most sense. There will come a technology breakthrough that makes it the indisputable best choice. Long story short, excellent long term hold if you can stomach vitality and have patience.
