@KashmanchewIII Agree! $SEDG should also do fine. They are strong in the commercial space and very strong in markets like Europe where ENPH has a lot of catching up to do. Their analyst's day made it clear how much R&D they plan on investing in batteries, software, VPP's etc. I see a natural Duopoly here for a while, although of course I agree that ENPH's tech is superior and if they can bring the costs down, should out compete SEDG in rooftop solar in the coming decade.
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