Submitted by ottomanstockmarket t3_zuxe7l in wallstreetbets
This_Professor8379 t1_j1lvad3 wrote
Solar module manufacturing is a commodity wasteland ultra cyclical industry with very high Capex and extremely strong incumbent leaders. Stay away
ottomanstockmarket OP t1_j1lwhpw wrote
your right about Solar module manufacturing in USA but EU industry has lot need enegy and at this point turkey energy firms maybe be very valuable.
This_Professor8379 t1_j1lzfke wrote
Actually EU is worse than us.
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