Looks like Citron is back with a research note, describing a new competitor in Solar (Pika, a Generac subsidiary).
It should all play out over the next 10+ days, at the Solar Power International Conference in SLC. (tickets still available)
https://citronresearch.com/wp-content/uploads/2019/09/Citron…
https://seekingalpha.com/news/3498945-enphase-solaredge-tumb…
If the product is sub-standard (as reported by some), this might be an(other) entry point for those following Enphase.
P