SolarEdge

And then it standardizes the data.

So if they have 10 different OEMs that all have 10 different data schemas, Huawei has one data schema, SMA has one, SolarEdge has their own, every manufacturer has their own data schema.

So instead of having to build your own custom transforms for every single one, you can now just use our platform, which is accessible via SDK, which has its own MCP client that can then be plugged in to a REPL like what we've built.

So now you have this all-in-one comprehensive workspace where you can build software in a governed fashion.

So we've been right in the pocket with those guys.

We've been using SolarEdge for a long time.

In fact, we're the oldest SolarEdge installs in Australia.

So we've installed hundreds of their batteries.

So we've sort of got a lot of old SolarEdge systems out there we're putting their batteries on with.

As far as the new modern age in terms of the last two years, we've been using SIG Energy a lot.

The technology is amazing.

But, I mean, you will have customers who go, oh, he got something that's not Chinese.

... you know, you mentioned, uh, Sunny Boy, like SMA Sunny Boy.

I mentioned SolarEdge.

Um, oh, man, there's a couple others out there.

You know, string inverter systems.

Mm-hmm.

But what happens is, um, you know, um, I know that...

Oh, what's the company? Not SolarEdge.

Um, what's the one that has the, the string inverters on the-

And I think that while solar has been decimated this year, when Democrats take back over, solar could become a darling sector again.

Look at SolarEdge's stock.

It went from 3 to 400 to 8 to 60, and it's back to 30.

When these stocks come back in vogue, the moves are exponential.

We don't like SolarEdge.

We like NextPower.

So we like NextPower for...

It's a supermarket thesis where they're offering a bunch of different products.

So no matter what the device is, who manufactures it, we've got the ability to bring all that visualization to the table.

Yeah, one thing that I thought was kind of neat is I went on your website, and I guess that's gridrails.ai, and I could click on and I could find somebody that's not too far from where I am that's connected like a car or, for instance, or an Enphase system or a SolarEdge system or something like that.

So I thought that was kind of neat just to go on your website.

Everybody should go check out and see what's in their neighborhood.

the additional panels that I've got here, but it's all grid-tied.

So everything feeds back to my SolarEdge inverter, which itself is only at 3.68 kilowatts, because that's what we're allowed here before we ask for more permission.

And you pretty much always get it.

Either way, I expect the system to fly under the radar, as it were, and just to...

HelioLytics, yeah.

Um, we have only used optimizers through primarily SolarEdge.

Okay.

And we have not had thermal event issues with their products.

You make sure that you protect them before they get plugged together.

Wire management is critical on every project.

Um, and we make sure that installers are certified to work with the products that we are using, particularly with SolarEdge because there's-

Mm-hmm

Stock still pacing for its best day since November of 2025.

SolarEdge also gaining on a UBS upgrade to buy from neutral.

Analysts say the FCC's ban on foreign produced power inverters announced last month is an opportunity for SolarEdge because it's already onshored that part of its business.

The firm also hiked its price target to $42 from 36.

And Intuit shares lower, although well off their overnight lows, as its revenue growth outlook for fiscal 2027 missed estimates.