I've been eyeing STEM for a while now. It's my opinion the DER sector is going to grow a lot and I really like the idea of STEM, but looking at their 10q I'm not that impressed. Is there something similar you could recommend or maybe something else related to the distributed energy sector you believe has potential? Enphase and SolarEdge are still too costly imo. Fluence also not so sure. Would love to hear opinions.
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