One2c
Oct 8, 5:25 AM
$ENPH $SEDG It’s a legitimate point.
What they don’t address and hopefully we’ll learn more in the up-and-coming earnings, is Enphase’s new battery and commercial products, international growth and SST technology for AI data centres. Demonstrations, customer wins and a possible Democratic gain in November could improve sentiment, though these catalysts still need to translate into orders and earnings, but i take the 2027 risk seriously.
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