Maybe. That could have described the solar photovoltaic manufacturing business in the first decade of the 21st century, but it would have been a real gamble mak

Maybe. That could have described the solar photovoltaic manufacturing business in the first decade of the 21st century, but it would have been a real gamble making money trying to invest in any of the individual companies or even baskets of companies. Commoditization comes quickly, and with "too much" competition even proprietary advances benefit buyers more than manufacturers. The fracking revolution looks similar, for that matter. So far it has delivered a lot more value to buyers of fossil fuels than to producers.