Does: (a) Cheaper String Inverters with MLPE-Like Functionality + (b) a Shift to Lower-Margin Battery-Based Systems + (c) a Pending Flood of Chinese Inverters/Solar-Storage-Systems into Europe + (d) an Exhaustion of Enphase’s High Margin NEM 2.0 California Backlog = >30% Incremental Downside in Enphase’s Shares Thru 2025E?

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