I think the crash based on a rumor that they can't compete with a Chinese corporate giant is way overdone. Among other things, Trump is likely to impose more tariffs to protect American companies. The assumption that HUAWEI is going to completely overrun SEDG might be a scare tactic so that wealthy insiders can buy stock at a very low price. If HUAWEI is really that overpowering you might as well dump ALL solar stocks. What applies to SEDG ought to apply to a large number of other solar power companies.
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