Equipment Suppliers
topic on 1 show · 2 statements across 2 episodes
2 statements about Equipment Suppliers, every show
Kann: Enphase shares are down 40% year-to-date in 2025
“This also extends to equipment suppliers like Enphase, whose shares are down 40% this year as of this recording.”
Jaffe: Embedded equipment suppliers dictate battery factory success for years
“The equipment suppliers are embedded in that factory for between one and two years, and the factory owner is married to those people. They become the most critical people in the success of the company. And if you're not paying a hundred, just like in marriage,…”