Aug. 1 at 5:52 PM
$ENPH Enphase has traded the S1 support level each of the last several months.
$28.26 S1 support is on deck; the trend is strong.
Enphase's US market challenge is competing in the TPO market category.
The shift to TPO lending partnerships will favor Enphase installers and Enphase technology, and Enphase subscription services ... recurring revenue!!
It will take more than one quarter of operations to see how this unfolds.
Can
$SEDG match Enphase in the lending game?
$TSLA Energy yes.
For those with long memories, GMAC, General Motors finance division, now
$ALLY, was for decades worth more than GM
Let's see how this move to lease lending pans out!