SolarEdge’s stock is shedding a quarter of its value as sales woes trump AI progress
THE SO WHAT
SolarEdge losing roughly 25% of its value despite talking up AI progress is a reminder that "we added AI" does not offset weak core demand. If you're pitching AI features on top of a hardware or energy business, make sure the underlying unit economics and sales pipeline stand on their own — investors are already discounting AI as a cure-all.
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