My entire feed is guys posting “Be greedy when others are fearful” but then you realize they’re talking about some commodity input in the data center supply chain run by a C-tier management team that went up 1,300% in the last two years and is now down 18% from all time highs
@davey_juice I like how diversified $NBIS is with their equity in Toloka & Clickhouse but $CRWV is BoB for AI cloud infrastructure. I recommend checking out SemiAnalysis they have covered both
@MichaelZero10@SimeonResearch_ Removing the 30% ITC makes residential solar systems much less attractive (in an already high rate environment) and will almost certainly reduce demand for $ENPH.
Do you think they will continue growing regardless? I’m not sure I see that, at least not in the next 3-4 years.