Tdjj93
Nov 6, 4:33 AM
$ENPH This market correction may be more than another usual TACO dip and rip. I'm concerned that we're witnessing the beginning of a broader shift in sentiment toward AI, and potentially the catalyst that finally pops the AI bubble.
The recent Democratic(socialist) sweep brings concerns about government intervention & potential anti-business policies. This potential aggressive AI regulation is spooking the market. Some Democrats are even proposing legislation carrying criminal penalties of up to 20 years for violations of AI development.
A significant part of
$ENPH future is tied to its IQ SST and the expected AI infrastructure buildout. If any of this stuff slows that expected expansion, it could directly impact the opportunity Enphase is counting on.
Hope I'm wrong
1 replies