A deep-dive into RUN Sunrun's 2026 outlook: the lease/PPA subscription model, how to read Subscriber Value non-GAAP metrics, the virtual power plant thesis, rate sensitivity, ITC policy shifts after OBBBA, and an honest risk matrix for US investors.
A frank investor analysis of PLUG Plug Power in 2026: forklift fuel cells, green hydrogen vertical integration, the dilution treadmill, IRA 45V tax credits, and the binary nature of this high-risk clean energy bet. Bull case, bear matrix, competitor table included.
A deep-dive into SEDG SolarEdge Technologies for 2026: DC power-optimizer architecture, the European inventory destocking cycle, rate sensitivity of residential solar, bull and bear cases, Enphase and Chinese inverter competition, battery attach rate, and what to watch each quarter. Honest about risk.
A deep-dive into CHPT ChargePoint's 2026 outlook: hardware plus CPaaS subscription model, the cash-burn and dilution trap, NACS standard disruption, Tesla Supercharger and EVgo competition, bull and bear scenarios for US investors.
Doosan Fuel Cell (336260) 2026 analysis: PAFC M400 vs SOFC technology, South Korea's CHPS clean hydrogen power policy, IRA Section 45V tax credit, Bloom Energy comparison, HyAxiom US expansion, and KRX hydrogen stock guide.