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Posted by
Two Blokes Jun 18 -
Filed in
Stock
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4 views
Despite recent stock declines, I see Enphase Energy as a compelling buy due to its strong financial health and leading technology. Enphase is well-positioned to benefit if key competitor SolarEdge fails, potentially gaining significant market share in the solar industry. Interest rate cuts and potential future policy support could offset negative impacts from tax credit phase-outs and current high borrowing costs.