Quarterly Results
I have bought both Enphase and Solaredge, after their big decline.
For reasons I noted in the original article I preferred Enphase to SolarEdge. I wanted to add to Enphase but the recent decline and my now heightened awareness of the cyclicality of its demand made me cautious.
I have bought both Enphase and Solaredge, after their big decline.
For reasons I noted in the original article I preferred Enphase to SolarEdge. I wanted to add to Enphase but the recent decline and my now heightened awareness of the cyclicality of its demand made me cautious.