@KYHBKO:$NVIDIA Corp(NVDA)$ price is what we pay and value is what we get. There is always a chance to hit the high. Being a volatile stock, it is also possible to dip. There are traders and investors. It all depends on your risk reward appetite and time horizon. Do what is comfortable and remember to take profit or stop loss. These need to be realized, ie profits need to be cashed out. If we look via PE ratio, Nvidia may look expensive. If there are no competition in the same space, I'd the stock still overvalued? I am personally anticipating market downturn to come. With US facing a potential 3rd shutdown, there are much undercurrent despite the rally. Quick to rise also mean quick to fall. There is money to be made.&n
@financead:$Enphase Energy(ENPH)$ Once Enphase US-IRA PTC production displaces all of the imported microinverter production the 10% ITC adder for US-made components will be calculated into the buyer equation, and the market share for Enphase will increase. (speaking the US market)The same is happening with the Enphase IQ battery. The DC cells are being sourced in the US. Once the Chinese DC cells are displaced with US supplied the buyer will take advantage of the ITC 10% adder for US content.FSLR and ENPH will be on a similar ITC adder advantage footing vs the competition.SEDG can not touch that! SEDG owns and operates a battery factory in Korea.GNRC maybe. I recall Generac making its battery in the US.Inverter ITC/PTC is much lower for the string inverter t