swapsan’s Activity

Tue Jun 9

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Boards Post

swapsan replied to the Saul's Investing Discussions board. 11:31 AM

Re: Solaredge

Given the cost dynamics of these modules, over time, we believe that semiconductor companies will win most of the panel integration designs. A high volume mixed signal semiconductor will be able to deliver a microinverter or power optimizer [more]

Thu Apr 16

NL

Boards Post

swapsan replied to the Saul's Investing Discussions board. 2:31 PM

Re: Fusion: a future threat to solar?

IF fusion works not just solar, but all utility companies are dead. But the big question is "IF".

It's been 3 decades and since I was a kid I have heard possibilities of breakthrough in Fusion. But it never comes by. I will be [more]

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