May. 10 at 11:42 PM
$ENPH “Enphase is more of a smart-energy and power conversion play. They're getting attention because Al data centers need
cleaner, more efficient power systems and energy management. Smaller market cap compared to the giants, so it's considered a higher-risk growth play.” I see multiple energy companies making the switch to cool these quantum computing. They know it has the biggest demand. Without energy and power.. ai doesn’t even exist
