$Canadian Solar(CSIQ.US) and $DONGFANG ELEC(01072.HK) have been moving sideways, $Centrus Energy(LEU.US) dipped slightly, and $QuantumScape(QS.US) fell four or five points 😪
Photovoltaics, power equipment, and uranium enrichment have all lacked catalysts recently. Long-term stories like solid-state batteries naturally drift lower in the absence of news. New energy is now a policy-driven geyser; until subsidy details and installation data are released, sideways movement is the norm.
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