SolarEdge Technologies, Inc. (SEDG)

[Tcsxyz]

No need to wait. every quarter for Solaredge has been amazing and packed with growth. Incoming of their new HD Wave for the SE10000 and SE11400 as well as the new EV HD Wave. On top of this they are releasing 50 and 100Kw commercial inverters tells me that plenty of commercial and soon utility grade projects will spend the few extra dollars for optimizers. Their Storedge coupled with the LG Chem is a very cost effective coupling that hundreds of our customers are taking advantage of too. Plus they have one more trick up their sleeve that is coming soon. ENPH is so deep in debt and they keep coming out with news like "We are going to release a AC Panel with XYZ" No one gives a shit, honestly. Not the EPCs, not the end customer, and certainly not the suppliers..they cannot stand them. SEDG will continue to grow and take market share from ENPH just as they are while ENPH tries to make India work and spend money they don't have.