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i think this selloff is an overreaction

$Enphase Energy (ENPH.US)$ probably from sympathy selling off with $SolarEdge Technologies (SEDG.US)$ 
maybe people are scared that trump will fuck solar up with his tariffs and other nonsense but I don't see how enphase will lose out?
am i missing something?
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    aims to identify stocks with rock solid growth fundamentals with 10x potential. also dabbles a little bit in trading
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