THERE YOU GO: THREE BUY IDEAS AND 2 GUMMIES ONE DAY IN FACT 1/2 HOUR- THERE IS ONLY ONE PLACE TO CAN FIND THIS:::: WHICH BEGS THE QUESTION DO YOU WANT MORE!
Ted!!! I am back in the wood. Take a look here tell me what you think. Turn signal = wimpy do not like Back = ugly side = kind of cool can't see the front yet... fast.
Inventiva to get $10M upfront in Hepalys deal, with $231M milestone potential » 16:16 IVA Stock should be up at least 20%
Viking Ther probably provides the biggest bang for the buck here with weight loss being so in vogue. We need to investigate further if this is a shot or a pill. First to a pil form has a advantage. There could be some reason one is only a shot.. Stuff like that. Viking Therapeutics, Inc. (VKTX)@$13.50 so very tempting..... NasdaqCM - NasdaqCM Real Time Price. 13.49-0.31(-2.25%)
WE FINally broke this byatch!!!!!! what a battle.... Our GBA Short is up about $10 and counting...... Coinbase Global, Inc. (COIN) NasdaqGS - NasdaqGS Real Time Price. 76.67-1.46(-1.87%)<------- Breaks $77 Sel Signal************
I saw an interesting article that explained pretty well the differences between Solar Edge and Enphase Solar-- This is a good break down: Home » Blog » SolarEdge vs. Enphase: Unearthing the Better Investment in Solar Energy SolarEdge vs. Enphase: Unearthing the Better Investment in Solar Energy Published September 20, 2023 Navigating the Profitable Duopoly: Enphase and SolarEdge The solar energy industry, marked by commoditization and razor-thin margins, has seen a distinct exception in the inverter market. Enphase (ENPH 4.21%) and SolarEdge (SEDG 1.64%), wielding sophisticated technology, have emerged as the dominant players in this pivotal sector. Inverters, the devices converting solar panel-generated direct current (DC) into usable alternating current (AC), lie at the heart of solar power systems. Despite facing headwinds, both Enphase and SolarEdge remain profitable companies, with the solar energy market poised for long-term growth. The recent market correction presents an opportune moment for investors to delve into these stocks. However, the crucial question remains: which is the superior investment? To unravel this, we must dissect the nuances that set Enphase and SolarEdge apart. Differences in Approach: Microinverters vs. String Inverters: Decoding the Unique Offerings of Enphase and SolarEdge Enphase (ENPH 4.21%) specializes in microinverters, conducting DC to AC conversion at each individual panel. Conversely, SolarEdge focuses on string inverters, wherein multiple panels’ current converges at a single point. However, SolarEdge augments its string inverters with power optimizers, injecting intelligence into each panel, optimizing power output based on current and voltage. While microinverters are considered a premium, differentiated product with extended warranties, string inverters boast affordability and a competitive edge through enhanced functionality. Track all markets on TradingView Microinverters not only streamline system expansion but also mitigate the impact of a faulty or shaded panel on the entire system. In a recent survey of U.S. solar installers, Enphase emerged as the preferred provider, with SolarEdge trailing closely behind. Enphase’s microinverter, akin to a luxury vehicle, exudes advanced features, reflecting in higher gross margins over time. Market Dynamics: U.S. vs. Europe: Evaluating Regional Prospects for Enphase and SolarEdge The U.S. residential solar market grapples with a downturn due to inflation and escalating interest rates, a contrast to the European scenario. Europe, characterized by relatively stable interest rates and higher electricity prices, displays robust residential solar market growth. Given this, SolarEdge, with a substantial European presence, enjoys an edge. Europe contributes significantly to SolarEdge’s solar revenues, safeguarding the company from the U.S. market slowdown. In contrast, Enphase’s international segment, though on an upward trajectory, constitutes a smaller portion of its total revenues. Value Proposition and Positioning: Unraveling SolarEdge’s Comparative Advantages SolarEdge’s lower-margin business translates into a more attractively priced stock compared to Enphase. This becomes particularly pertinent in an environment of higher interest rates and budget-conscious consumers. SolarEdge (SEDG 1.64%) holds an advantageous position for investors seeking value stocks, with an outlook for favorable near-term performance. California’s Regulatory Landscape: A Game-Changer: Analyzing the Impact on SolarEdge and Enphase The introduction of California’s NEM 3.0 regulatory regime tilts the scales in favor of SolarEdge. This new metric favors the integration of home battery systems, aligning with SolarEdge’s expertise. With fewer conversion steps and heightened efficiency in battery storage, SolarEdge stands to gain an edge over Enphase in this evolving landscape. Conclusion: Charting the Future of Solar Energy Investment While both Enphase and SolarEdge wield cutting-edge technology, the regional market dynamics, pricing, and strategic positioning differentiate them. SolarEdge’s robust presence in Europe, coupled with its budget-friendly product, gives it a compelling edge in the current economic climate. However, the long-term success of these stocks hinges on the trajectory of the residential solar market and their ability to maintain their industry dominance. In this period of correction, astute long-term investors eyeing the solar energy sector would be prudent to consider both Enphase and SolarEdge, recognizing their distinct strengths and potential for sustained growth.