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The US solar industry faced a 24% YoY decline in Q2 2025 installations due to unfavorable federal policies and trade challenges. However, the EIA projects solar to power over half of new US electricity generation in 2025, indicating a rebound. Despite headwinds, growing demand and installation trends should sustain US solar industry momentum. Stocks to consider for solar investors include Sunrun Inc., Shoals Technologies Group, and Tigo Energy Inc.

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