Enphase announced a product launch in India today (new IQ Battery 5P with FlexPhase) which is a nice real-world business move rather than just hype. Stuff like that can help the “sell on headlines” crowd calm down. I’d watch product rollout details... — read more
I'm not uninterested
Solar sentiment keeps whipping around, and ENPH is the one I’m eyeing for signs that channel inventory is finally clearing. If we hear something about stabilization in Europe/US resi soon, this could snap back fast. It's definitely something I'm... — read more