So what's up with SolarEdge's profits this quarter, and why might investors who initially bought this stock, have turned around and sold it just days later? In a conference call with analysts, SolarEdge CEO Zvi Lando tried to explain the disconnect. For a seasonally slow quarter, according to Lando, SolarEdge saw an unusually "significant increase in demand" in Q1, in part due to "current dynamics in Europe," i.e., the threat of losing access to Russian oil and gas, and Europeans' need to seek alternative energy sources to compensate.