Highlights:
Clean energy optimism has faded in 2023, and the solar industry has been a clear victim of the change in sentiment.
As a result, ENPH has been the worst performer in the S&P 500 in 2023 — but at the lows, the bull case still has two major holes.
AMSC saw an unjustified short-term rally, but has an intriguing long-term case as a turnaround takes…