ENPH is weak due to high interest rates; potential bull case relies on yield peaking and data center option realization in ~1.5 months.

So, yes. Both of these things, by the way, are worth noting are sensitive to interest rates, aren't they?

And perhaps Enphase as well. Envis currently has a small buy option as a bet on data centers, but it is mostly an interest rate-sensitive bet. Therefore, it is a bad stock when the interest rate is this high.

A very bad stock with interest rates rising this high. But, I want to be honest here. Envis is a competitor in the energy sector. I mean, even Tesla failed to meet its gigawatt predictions.

They expected well, they got 13.7 gigawatts, and they expected or they failed by 14%. However, you could almost say that the Invis bottom operation is over. Isn't that so? Look at this.

They fell sharply and brutally during the interest rate hike cycle. Let's draw these small gray lines here. The bottom has been reached, and you could actually say that since we are at the peak of returns here and still floundering at the bottom, you could say that it is a very cheap company at the moment .

$4.4 billion with an option to purchase a data center on the switches, which I believe they will offer within the next month and a half. So, part of me has the nerve to say if we get to peak returns and Envis's data center option comes to fruition, then this is a very cheap competitor even though, you know, their legacy apps and the like, they don't have Tesla's appeal. I mean, Tesla is like a 10 out of 10, you know,

Then you have Invis, which is like 3. But it will make you a great meal.