Hello,
How would you value FSLR or SEDG as investments, taken that electricity prices keep rising, tariffs restrict Chinese solar panel/inverter competition and future policy potentially restores stronger solar tax credits. However, interest rates remain higher for longer? Which is a big headwind.
Does this thesis sound compelling, and what am I missing?
I think its fairly certain that Democrats take the house and possibly also the Senate. So future energy policy could see a reinstatement of some credits (they said so) and the stop further negative policy.
I suspect that these prices of diesel/gas some cobsumers are thinking about going ev and might couple that with solar/battery.
Cheers.