California-headquartered Enphase Energy (ENPH) manufactures and sells home solar energy solutions, including microinverters. I am bullish on the stock. The alternative energy movement was already under way before Russia invaded Ukraine - there's no denying that. Yet, after Russia threatened to cut off oil and natural gas supplies to multiple countries - and people's gas and electricity bills skyrocketed - the global shift to renewable energy suddenly accelerated. As the invasion of Ukraine drags on month after month, it's hard to predict when the crisis will end and how high fossil-fuel prices will rise.
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