Advantage Enphase

[captainccs]

X-post at Saul’s by Fool4ZTribe

Enphase, a new full position

I installed a solar system in 2020 and expanded it in late 2021. The results have been very good so my neighbors all got quotes from the same outfit that installed mine and asked for my help. Coincidentally, ENPH was being bandied about this board. As I researched ENPH and read some of the remarks elsewhere in Fooldom that mentioned the huge advantage ENPH had because microinverter technology could produce optimal results over the competing string and central inverter setups, I was confused b…

The Captain

[bjurasz]

I saw that too. At first I thought this was an April Fool. Enphase? They make physical stuff not SaaS! But it appears Saul is… pivoting? Any rate, Enphase sure appears to be the best choice in this space, and solar just seems to keep getting bigger.

[captainccs]

@bjurasz

But it appears Saul is… pivoting?

Yes, he does that from time to time. Now he seems to be after growth but only with profitable companies. Individual investors should leave speculative startups to venture capitalists and angel investors. Turning a profit and crossing the chasm are good indicators of relative safety.

@bjurasz

Any rate, Enphase sure appears to be the best choice in this space, and solar just seems to keep getting bigger.

Climate change is the religion of the day and the rotation to renewables should last a few decades. ENPH is my second largest position and I just bought some Super Micro Computer (SMCI) to ride the AI wave. Profitable and a necessity to crunch the mountains of data to feed machine learning. Also found up a Saul’s.

The Captain