Enphase Energy Inc (ENPH)

[Tcsxyz]

Coming for SEDG. Glad you admitted that Solaredge is king

With Solaredge acquiring a battery company with a string inverter and optimzers, there is literally nothing in the industry better that can outperform it. Biased or not that is electrical engineering at it's most efficient period.


How's Enphase's battery doing? Right...

Anyway solar farms are now using SE. If they don't use SE opties they go back to the old string system. That tells you everything you need to know in PV

The floatovoltaic farms and fields are still resistant to use the overpriced microinverter system.

This quarter is going to look great in a few months with revs in the toilet. All because of piss poor management. Say what you want, SEDG has these problems and issues planned in advance. They use their own capital each quarter to hedge instead of what this does and pay 11% interest.