Clean Energy Faces Challenges and Opportunities in the Trump Era

The election of Donald Trump has led to a sell-off in clean energy stocks due to fears of repealing incentives from the Inflation Reduction Act. However, this may present an opportunity for industry leaders like Rivian and Enphase. Rivian, despite initial losses, has rebounded with strong partnerships and improved margins, while Enphase remains profitable with its superior microinverter technology. Both companies are positioned to potentially thrive despite the current market challenges.