Smart Money Buys the Solar Dip ...Middle East

OILPRICE - Economy
Smart Money Buys the Solar Dip
source : OILPRICE ( Middle East ) () 93
When the market reacts sharply to short-term pressures, long-term fundamentals often get obscured. That may be the case with Enphase Energy (NASDAQ: ENPH). Solar stocks have struggled in 2025. Enphase shares are down roughly 65% from 2024 highs, impacted by rising interest rates, shifting U.S. policy incentives, and slowing rooftop demand. Sentiment has weakened, and many investors have exited the sector, reallocating toward larger-cap utilities or oil and gas producers perceived as safer amid policy uncertainty. But Enphase remains a key player…

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