Michael Derrer Fuchs/iStock via Getty Images Investment Thesis Residential solar equipment manufacturers have seen sales fall off a cliff in the past 12–15 months, marred by slowdowns in solar projects, elevated financing costs, and an uncertain macroeconomic environment that has made it difficult for companies such as Enphase (NASDAQ:ENPH) and SolarEdge Technologies (NASDAQ:SEDG). Exhibit A: Enphase & SolarEdge trail the markets so far in 2024. (SA) SolarEdge is a completely different story with a few majo ...