Hello,
How would you value FSLR or SEDG as investments if US electricity prices keep rising, tariffs restrict Chinese solar panel/inverter competition, and future policy potentially restores stronger solar tax credits — while interest rates remain higher for longer? Which is a big headwind.
FSLR looks like the safer utility-scale/US manufacturing play, while SEDG seems like the higher-upside residential/storage turnaround.
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
Cheers.