I didn't see anyone talking about this so I'd start a discussion. The FCC just banned non-US solar Inverters and I'm expecting a few stocks to benefit from it.
u/krustyy ·
Reddit — r/investing
· July 30, 2026 at 21:46
· ⬆ 20 pts
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https://pv-magazine-usa.com/2026/07/28/fcc-bans-foreign-produced-solar-inverters-grid-lockout-begins-today/
As far as I can tell, these 3 companies are the 3 publicly traded companies that make inverters in the US
1. SolarEdge. Israel based US company. Big company that makes string inverters.
2. Enphase. US based company. Big on microinverters
3. Tigo (TYGO). Tiny company that mostly makes power optimizers but also makes inverters and has a partnership with EG4, who is privately held US based company that makes inverters.
I've been watching SolarEdge and Enphase since there was talk abou this happening last month and those both have kind of been priced in already. What I haven't been watching is Tigo. It's a penny stock and is risky but they are partners with EG4. Combined with the fact that the market just shrunk and this penny stock is near its bottom would I be crazy for dumping a big chunk of money into it? Quarterly earnings are next week.