Stock Analysis on $SEDG

$SEDG is at the exact confluence of two big areas of growth I love. Solar and Semiconductors.

In the past 5 years $SEDG is already a 10 bagger. Even 3 years ago at its lowest it is a 15 bagger and potential 20 bagger soon.

Continued in thread...
$SEDG is an Israel based company with manufacturing in Hungary and Vietnam. While they manufacture in China they are well positioned to avoid tariffs and the ongoing trade war between the US and China.

I also like Israeli firm $FVRR Canada based $SHOP for similar reasons.
The trend is your friend. Solar is the only viable renewable energy at large scale and its also the only renewable energy where costs decrease every year due to technological advances...

I also like that $SEDG American HQ is in Fremont close to $TSLA...
$SEDG ranks among the best power inverters. Private company Fronius is #1 in this article along with German company SMA publicly traded on the German stock exchange as $SMTGF https://www.cleanenergyreviews.info/blog/best-grid-connect-solar-inverters-sma-fronius-solaredge-abb
Best Solar Inverters 2020 — Clean Energy Reviews

We review the best grid-connect solar inverters from the top manufacturers Fronius, SMA, SolarEdge, ABB and SolaX Power to decide who offers the highest quality and most reliable inverter.

https://www.cleanenergyreviews.info/blog/best-grid-connect-solar-inverters-sma-fronius-solaredge-abb
The question of micro inverter vs optimized inverter is discussed in this article. Pros and Cons to each. Mainly discussing $ENPH vs $SEDG here. It could be wise to own both to have full exposure to the solar market. both market caps around $9 bil fyi https://www.pacificsuntech.com/post/solaredge-or-enphase-which-is-better
SolarEdge or Enphase... Which is better?

That video didn’t compare the two leading solar inverter options SolarEdge and Enphase. But before we talk about the pros and cons of each l

https://www.pacificsuntech.com/post/solaredge-or-enphase-which-is-better
I believe both $ENPH and $SEDG have the potential to have 20% or more CAGR over the next 10 years. It's very possible they could be worth 10x in 10 years if solar expands as fast as I think it will. I do imagine a day where nearly everyone has solar on their roof...
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