$Canadian Solar(CSIQ)$ $First Solar(FSLR)$ $Enphase Energy(ENPH)$ $Tesla Motors(TSLA)$
There's no sign this trend will slow down in the near term.
For example, projections from April 2023 are already being revised significantly by May 2026. You could look at any similar 2-3 year period over the last decade and see the same pattern.
The underlying driver is simple: cheap energy wins.
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