between Vice President Kamala Harris and former President Donald Trump as investors consider how the candidates would change tax incentives for clean energy.
Yeah, I I think it's important to remember that solar is incredibly volatile, um you know, relative to, to almost every other sector in the um you know, in in the market. So I think we're gonna continue to see this volatility um that we've always seen with the sector along a line of uh of uh incremental constructive action on the stocks, you know, in terms of top picks that we'd be looking at, we really think that the domestic content, uh you know, ADDers that were, that are benefiting uh developers and, and asset owners like Sunrun.
I want to switch gears a little bit and talk about Tesla and one of your notes, you talk about how on battery side of things, solar edge is looking to compete with next gen battery.You know, so there's a lot of different uh applications for stationary storage, you know, where Tesla has played has primarily been at the residential side and at the utility scale side, uh you know, N phase and solar edge are uh offering products in the residential and small commercial market.
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