Seems like Elon talks about solar as the final solution, and now Chamath has gotten on board to recommend hyperscalers pay for residential solar. And now it seems Trump is maybe on board?
Looking at smaller companies like Enphase and TE given the smaller market cap.
Both have run recently, and Enphase is still down 80-90% from all time highs. Maybe some type of tax credit or incentive for homeowners or home builders?
Anyone have thoughts or tracking these?