At Blue Harbinger, we look for highly attractive businesses to invest in, and if those businesses are also incrementally better for the environment—that’s important and a good thing. In this report, we review a growing leader in the sustainable energy space. The market opportunity is large and the company’s growth trajectory is impressive. And the recent share price pullback (thanks to the growth stock pullback and the recent semiconductor chip shortage) makes now a compelling time to consider adding shares. In this report, we analyze the company’s business model, its market opportunity, financials, valuations, risks, and finally conclude with our opinion on investing.