The new entrants to the markets focused on carbon sequestration and avoidance of carbon emissions are being punished on a logarithmic scale compared to the leaders.
For example, SEDG is now down 50% compared to market leaders such as GOOG, and MSFT. Yet, SEDG provides the leading edge technology to bring solar on line to support the zero carbon emission goals of these technology giants. Its nice to be the king, but heavy is the crown.
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