$TE — FinTwit mentions on Surfaced

$TE — FinTwit mentions on Surfaced

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@jasonl_capitalJul 10, 2026 · 12:33 PM

5. $TE - T1 Energy The AI buildout needs power. T1 Energy is building the largest fully integrated solar manufacturing operation in the U.S. 5GW facility in Dallas already operational. G2 cell plant in Austin targeting production Q4 2026. Section 45X tax credits provide a built-in revenue floor.

@blackpanthercapJul 3, 2026 · 9:39 AM

People keep saying the new $IREN pay package needed performance metrics attached to it. I don’t think that happens. They’re not rewriting the contract. This is just how it is now. It’s a time constraint, not a performance one, and the lock-up is already doing that job. 1/ Look at what the lock-up actually means. Nine million shares each, and they don’t see a dollar of it until 2031. That’s the whole trade. They can’t sell, so the only way this grant is worth anything is if the price gets there. Of course it’s in their interest the stock moves. They don’t get paid otherwise. 2/ The size of the grant makes sense too. Lock in a high share count while the price is still depressed instead of waiting until it’s $200 and needing three times the capital, or diluting the cap table harder to get the same ownership. When it does hit $150, they’ll sell some and cash out. That’s expected. That’s what a big grant at a low basis is for. Call the whole thing FUD, because that’s what it is. People don’t have the patience for $IREN. $NBIS is converting signed contracts into delivered revenue right now. $IREN is still mid-buildout, and every capital or comp decision gets read through that lens instead of on its own terms. 3/ The patience gap exists because $NBIS posted $399 million in Q1, up 684%, AI Cloud alone up 841%, and EBITDA already positive. $IREN Q3 came in at $144.8 million against $220 million expected, a 34% miss, because they’re deliberately winding down bitcoin mining to make room for GPUs faster than AI cloud revenue is filling the gap. Nebius is proving the model right now. IREN is still mid-build. The market confirms one model and is waiting for the other, and every capital decision at $IREN gets read through the lens of transition still. 4/ Think back a moment. And compare the whole ‘FUD’ situation to $TE. They fired their CFO right before earnings. That’s a real signal, and the stock got hit for it. $IREN hasn’t done anything like that. No violations, no major red flags, no moves that torch trust. They are STILL building and that perspective is lacking. $TE came back anyway. They dipped from $8 to $4 and ripped back to $12. $IREN will too. 5/ There’s an another thing nobody’s pricing in or considering. Everyone’s fixated on hyperscaler deals because they’re the biggest checks. But concentration in a handful of hyperscalers is its own risk. You sign 4 hyperscaler deals, 2 decide to build in-house and pull away, you’ve lost 50% of your business ‘overnight’. You sign 1-2 hyperscalers and build out 20 deals with other notable companies, and lose 3 of those, you’ve lost 3 out of 22. That’s under 14%. It’s an actual hedge I haven’t seen anyone talk about. 6/ Here’s the one thing I’d still like to see in the future, WHEN the ‘building’ part is done. I want the board to add performance triggers on future grants, not this one. When they actually need to KEEP performance steady. We are STILL building. And there’s a huge difference between building and scaling versus maintaining a business. That hasn’t happened. I’m not panic selling over it, but I’d rather have it than not. 7/ Lastly, I’m not trying to sweet talk anything here. I’ll be the first to admit I’m not satisfied with recent developments. But building a company takes longer than most people’s patience allows. Look at your own job, how many things you worried about that quietly got solved two years later while you’d already moved on to seven new complaints. That’s how the brain and ego works in its finest. It’s not the company. We’re mid-buildout. Some names here fail, some don’t. $IREN sits on 5+ GW, further ahead than 95% of their peers I could name in worse shape. I don’t expect them to be the ones that fail. I’m taking outsized risk here. That’s not something I’d tell anyone else to copy. Added more $IREN yesterday at $38. -BP Not financial advice.

@jasonl_capitalJul 1, 2026 · 1:06 AM

I am long $TE - T1 Energy Alerted this at $6.71 for the Discord community. It's now up over 40% trading at $9.40. The bull case: G1 Dallas module plant just posted record Q1 EBITDA of $9.1M with 17% gross margins. First profitable quarter from continuing operations. G2 Austin solar cell fab broke ground this spring. First cell production targeted Q4 2026. That's 2.1 GW of Phase 1 capacity coming online. Also expanding into energy storage. Signed a definitive agreement to acquire KORE Power, a BESS and software-solutions provider, for roughly $32M. Expected to close end of Q2. Secured 50 MW of grid power from Norway's Statnett for its Mo i Rana facility - nearly 100% hydroelectric. Data center loads possible by Q2 2027 with 396 MW more in the queue. Solar manufacturing + energy storage + AI data center optionality. NFA DYOR

@jasonl_capitalJun 30, 2026 · 12:10 PM

If you're paying attention, Leopold Aschenbrenner is telling you exactly what to invest in. Power and compute are the bottleneck for AI. 10 stocks positioned for the AI buildout that he owns: 1. $TE - T1 Energy Solar manufacturer operating a 5 GW module plant in Dallas with a second solar cell factory in Austin targeting late 2026 production. Produced 2.79 GW in 2025. Norway's Statnett assigned 50 MW of grid power to its Mo i Rana facility, positioning it as a potential AI data center hub powered by hydroelectric.

@investmentguru_Jun 30, 2026 · 12:28 AM

$TE Yes it is one of long term investment @cronyrony1 https://t.co/PXlzsODCRl

@blackpanthercapJun 29, 2026 · 3:15 PM

@joricks9741 Thesis is valid. I’ve exited $TE long time ago. I personally don’t like management.

@jasonl_capitalJun 17, 2026 · 1:08 PM

Elon Musk just said "if we harness just 1 millionth of the Sun's power for AI, that will be much more than a million times the intelligence of all of humanity." He's literally telling you what to invest in. Here are 10 solar stocks building that future: 1. $TE - T1 Energy Produced 2.79 GW of solar panels and generated $755M in net sales in 2025 from the G1 Dallas factory alone. The G2 Austin cell factory is on track for Q4 2026 production start, backed by a $440M+ capital raise and a 900 MW offtake deal starting 2027. Domestic solar manufacturing at scale.

@stocksavvyshayJun 17, 2026 · 12:12 PM

$TE received an “A” grade from Intertek CEA for its 5GW G1_Dallas solar module facility. The assessment covered production capability, process control and quality management placing the facility among Intertek CEA’s top-rated solar module manufacturing operations globally. https://t.co/5kt2qAHyBA

@landoinvestsJun 15, 2026 · 12:13 PM

I can’t read it now but my new starter position in $AIRJ was heavily influenced by Daniel’s research I look forward to reading it and I encourage others to check it out. Daniel was also one of the first ones on $TE at ~$2-3

@stocksavvyshayJun 13, 2026 · 3:45 PM

@VanquishTrader You can't forget $FPS for electrical distribution equipment for AI data centers and $TE for U.S. solar supply-chain play

@stocksavvyshayJun 11, 2026 · 3:36 PM

$TE is trying to become the face of American solar manufacturing. Its Stage 5 process adds American-made steel frame, sealant and junction box that help each solar module survive decades of weather and keep producing reliable power. https://t.co/Gg8ILdfGVg

@stocksavvyshayJun 10, 2026 · 3:07 PM

$TE G2 Austin facility is making real progress bringing T1 closer to producing its own domestic solar cells. That matters because solar cells are the power-generating core of a solar module and G2 Austin is where the U.S. solar manufacturing buildout starts to look real. https://t.co/qCMtvNMqZV

@investmentguru_Jun 7, 2026 · 8:28 PM

$BTDR + $TE — Two of the Most Compelling Setups of 2026 | Buy the Dips These two names sit at the intersection of AI infrastructure and domestic energy — and meaningful pullbacks are loading zones, not exit signals. On $BTDR: Q1 2026 revenue hit $188.9M vs. $70.1M a year ago , and AI Cloud ARR surged 105% month-over-month to ~$43M in March — that’s not a trend, that’s an inflection. The 180 MW Tydal Data Center in Norway is being developed as the country’s largest AI data center, purpose-built for Nvidia’s latest Vera Rubin technology , with multiple U.S. sites in active colocation negotiations — 3 GW of global energy capacity gives them infrastructure moat few can match. On $TE (T1 Energy): the stock is up 80%+ YTD and has 11x’d over the last 12 months , yet the thesis is still early. T1 just acquired KORE Power for $32M to directly target the data center infrastructure market , and management is targeting $375–$450M Adjusted EBITDA in 2027 as the G2 Austin facility ramps — with 45X domestic manufacturing tax credits as a potential re-rating catalyst. Both names are volatile, high-conviction, and early-stage by nature. Pullbacks are the opportunity. Not financial advice.

@jasonl_capitalJun 3, 2026 · 1:21 PM

10. $TE - T1 Energy Second-largest American-owned solar module manufacturer. Revenue $177.6M last quarter, up 232% YoY. Just turned profitable for the first time. Running at 2.7 GW annualized capacity with an $850M solar cell fab under construction in Texas. $1.5B Corning partnership for domestic polysilicon. Fully FEOC-compliant - no Chinese supply chain - which means full access to IRA tax credits and domestic content bonuses that competitors can't touch.

@stocksavvyshayJun 3, 2026 · 12:10 PM

$TE agreed to acquire KORE Power for ~$32M giving T1 Energy direct exposure to battery storage and AI data center infrastructure. The deal adds KORE’s utility-scale battery storage platform with ~1,100 global projects and is expected to contribute ~$20M of EBITDA in 2027. https://t.co/AFa74v6H9R

@frenchie_May 31, 2026 · 7:43 AM

@Jacobigelo @NCheron_bourse Same goes pour le quantum, personnellement je préfère acheter du momentum, mais chacun sa manière Pour $TE c’est smart mais j’ai une exposition indirecte au stack hardware solaire sur mon exposition copper /silver

@stocksavvyshayMay 28, 2026 · 6:10 PM

$TE is trying to become the face of American solar manufacturing. Its Stage 3 layer assembly process uses 182 robots across 5 layers to build solar modules with machine-level precision designed for decades of real-world performance. https://t.co/j2J20N5gKe

@itsmichaelluuMay 26, 2026 · 5:07 PM

$TE up 500% coming soon

@jasonl_capitalMay 20, 2026 · 12:53 PM

8. $TE - T1 Energy Q1 revenue $177.6M, up 232% YoY. Record adjusted EBITDA of $9.1M. Manufacturing solar modules in Texas at 5 GW nameplate capacity using TOPCon technology. G2_Austin Phase 1 (2.1 GW solar cell fab) targets production by end of 2026 with over 60% domestic content. Leopold Aschenbrenner's Situational Awareness fund just disclosed a 10M share stake - roughly 3.6% of the company.

@stocksavvyshayMay 20, 2026 · 10:58 AM

$TE sits directly in the power bottleneck behind the AI buildout. Its stringer machines connect 70+ solar cells per minute into the electrical core of high-performance solar modules with materials and manufacturing capacity anchored in the U.S. https://t.co/jxY5yEoDbF

@investmentguru_May 19, 2026 · 11:01 PM

$TE The bull case isn’t empty — BlackRock added 4.5M shares (+42%) in Q1, Renaissance added 8.3M shares, and 170 institutions added positions last quarter. Sell-side is still bullish with a median $8 price target.

@sandeman52May 19, 2026 · 1:15 PM

$TE this is a screenshot from Stocktwits. It shows the frustration people have with FUD and manipulation. My answer to this is: if you believe in a company, ignore the FUD. Don’t worry about it. Just look at the paper loss and laugh. Who cares. Time in the market will always beat the FUD and manipulation. I lost over $1 million on paper yesterday (in $NBIS) I literally don’t give a fk. I’ll probably lose another paper mill today. Big whoop. Put your head down and focus. Remember the AI bubble FUD in October? Same thing. I have zero position in $TE. But if you believe in the company, who cares what “ Fuzzy Panda” says? Like, for real?

@midascabalMay 19, 2026 · 3:21 AM

Leopold Aschenbrenner gave us the next $SNDK with $TE and $HIVE.

@stocksavvyshayMay 18, 2026 · 10:09 PM

I don't view $TE as just a solar module story but as a speculative energy play tied to U.S. power demand, domestic manufacturing & AI data-center buildout. Solar & storage are not the entire answer but they can be deployed faster than many other sources of new generation as the U.S. power grid gets stretched. Right now, T1 is still in a bridge year but if G2 Austin gets online then it could become one of the more interesting U.S. energy infrastructure plays in the market.

@itsmichaelluuMay 18, 2026 · 9:09 PM

I'm adding $TE for Jan 2028 $7+ calls for a buy and hold play. 25 yr-old Leopold Aschenbrenner added in his 13F. https://t.co/Y2NgKIf6DV

@ckcapitalxxMay 18, 2026 · 3:45 PM

$TE just popped 20% and I think this is worth paying attention to again. Leopold Aschenbrenner’s Situational Awareness fund just disclosed a 10 million share position in T1 Energy. Filed today. The same fund that has been right about AI infrastructure before anyone else was paying attention. And then look at what the company just reported. Q1 total sales came in at $177.6 million. More than triple year over year. Against a consensus estimate of $95.5 million. Nearly double the beat. Loss per share of $0.08, narrower than the $0.11 expected. $123.7 million in cash on the balance sheet. This is not a stock Leopold stumbled into. His thesis has always been that the AI buildout creates massive downstream demand for power infrastructure. Solar and battery manufacturing sits right in the middle of that. Every data center going up needs power. Every power solution needs storage. T1 Energy makes both. Tripling revenue. Beat by nearly 2x. Leopold just bought 10 million shares.

@thevalueistMay 18, 2026 · 2:29 PM

$TE T1 Energy: Vertical Integration, U.S. Solar Execution Strategy, and Investment Thesis. T1 Energy is pursuing vertical integration in U.S. solar manufacturing at a moment when domestic content premiums and federal tax credits make that strategy financially compelling — if the execution holds. The G2 Austin cell facility is the central milestone. Completing it by late 2026 is not just an operational target; it's the prerequisite for capturing the pricing premiums and IRA-linked incentives that underpin the entire 2027 earnings inflection thesis. The facility is the thesis. Recent results show genuine operational improvement and meaningful revenue growth, which provides some early evidence that the business is moving in the right direction. The caution is that the current financial profile doesn't provide much cushion. Debt is heavy, customer concentration is extreme, and past internal control weaknesses introduce a layer of execution and governance risk that is difficult to fully discount. Any one of those factors would warrant monitoring in isolation — together, they define a setup with very limited margin for error. Management comes primarily from capital markets backgrounds rather than manufacturing operations, which is a relevant distinction for a company attempting a technically complex vertical integration. The financial engineering required to structure tax credit monetization and project financing is well within that team's capability. Whether the same team can manage construction timelines, equipment qualification, and yield ramp-up at a new cell facility is a different and less certain question. The policy environment is both the opportunity and a source of risk. Domestic content premiums and tax incentives are real and material, but federal energy policy has demonstrated volatility, and a business model built around regulatory incentives carries exposure to political and legislative shifts that are outside management's control. The upside scenario is large and the downside is binary. If G2 Austin delivers on schedule and at projected specifications, the earnings inflection is credible and the current valuation likely understates the outcome. If the facility faces meaningful delays or cost overruns, the combination of debt load, customer concentration, and limited liquidity creates a fragile financial position. There is not much middle ground here — this is a milestone-driven story where the next twelve months will determine whether the thesis is intact or impaired.

@jasonl_capitalMay 18, 2026 · 12:30 PM

McKinsey says AI will need 219 gigawatts of data center power by 2030. That's nearly 3x today's capacity. Here are 10 stocks powering the AI buildout: 1. $TE - T1 Energy Manufacturing solar modules in Texas using high-efficiency TOPCon technology. Q1 revenue $177.6M, up 232% YoY, with record adjusted EBITDA of $9.1M. G1_Dallas facility running at 5 GW nameplate capacity. G2_Austin Phase 1 (2.1 GW solar cell fab) broke ground in December and targets production by end of 2026 with over 60% domestic content. Signed a 900 MW supply deal with Treaty Oak Clean Energy. Leopold Aschenbrenner's Situational Awareness fund just disclosed a 10M share position - roughly a 3.6% stake.

@stocksavvyshayMay 12, 2026 · 11:09 AM

$TE CRUSHED THEIR Q1 EARNINGS • Revenue $178M vs Est. $95M • EPS $0.01 vs Est. ($0.14) • EBIDA $9M vs Est. ($11M) The company reiterated 2026 production guidance of 3.1-4.2GW from G1 Dallas and said it believes it is positioned to hit the high end of the range. https://t.co/t5fUN7Nq5f

@daniel_kossMay 4, 2026 · 5:16 AM

SK Square up 17.6% 📈 Did you listen anon? Jokes aside, I HATE these posts. Rant incoming. Why? Because if you mention 100 stocks or "ideas" or themes every single day, of course some of them will do insanely well 😂 Vague posters should not get ANY credit, because they just spin the narrative to make themselves look like geniuses independent of outcome! How am I any different / what do the good accounts do differently? 1. I tell you exactly which stocks I'm buying. 2. I tell you when I'm buying. 3. I tell you why I'm buying. 4. I even tell you how big the position is. For example on April 30 I shared that I bought SK Square and I shared with Subs that it's a massive 30% position. If the stock does well, I deserve credit for it and if it doesn't do well, you guys will correctly hold me accountable for it. That's the way I think it should be! If you want to get credit, you need to first be transparent about your investing, so that your followers can give you credit for both the good and bad trades! Sorry, little rant. But this really bothers me. If you have a 0.1% allocation in an absolute shitco, you should not get credit when it pumps, because you probably don't mention the 20 other names that have crashed 50%. I have such names too, but I share the fails and when I sell and why! Many examples on my account ($VELO $EOSE $TE). I always shared all my fails, sometimes I told you: "shit, down 40% selling, because of XYZ". Have you ever wondered why the accounts on X that transparently share their portfolios have so much lower returns than the accounts who don't? Something to think about 😉

@jasonl_capitalApr 30, 2026 · 11:40 AM

3. $TE - $4.87 T1 Energy. US solar manufacturing. Revenue went from $3M to $755M in a single year. Operating a 5GW module factory in Dallas and building a 2.1GW solar cell fab in Austin. Only US company producing both P-type and N-type solar tech at scale. Domestic energy manufacturing is a bipartisan priority.

@jasonl_capitalApr 27, 2026 · 12:45 PM

3. $TE - T1 Energy Building a fully domestic US solar supply chain. Their Dallas factory has 5 GW of annual production capacity across seven manufacturing lines. Just broke ground on a $425M solar cell fab in Austin. Partnered with Corning and Hemlock Semiconductor for US-sourced polysilicon and wafers - the final link in a fully American solar supply chain.

@investmentguru_Apr 9, 2026 · 11:08 AM

$QS and $TE best risk reward long term

@kaizen_investorApr 4, 2026 · 8:14 AM

@ReyesOmally I never had $TE shares. Think solar is getting more and more efficient and solar energy will be a main pilar to solve the energy bottleneck. But TE is mainly building residential panels though, think the ceiling is lower than we think. Also very dependent on gov. Grants.

@daniel_kossApr 1, 2026 · 5:51 PM

Not sure which $TE investors he's talking about, can't be me, right? ;) Just to make sure, none of my followers think I do this type of shit: Yes, I was super bullish $TE, yes I sold on March 3rd, but also yes to I made it publicly visible in my portfolio BEFORE earnings. As you can see in the screenshot (btw the post is not deleted, you can look it up), I also very clearly explained my reasoning. I sold my $TE shares on March 3rd and made the tweet on March 10th (see screenshot). I explained exactly why I didn't want to own $TE in this environment. You can btw clearly see that I own my mistakes, as for example with $EOSE I was one of the few people who publicly took the L (down 40% or sth. after earnings). A lot accounts on X do this bs where they claim thier wins and don't share their L's and change history post-fact. I hope all my followers can see by now that I don't do that. This is why I regularly share my portfolio and allocation. Makes life simpler.

@daniel_kossMar 31, 2026 · 4:42 PM

@accounting_ds I will share a longer post in a few minutes why I'm very... Irritated by $TE management, marketing, promises.

@blackpanthercapMar 31, 2026 · 12:56 PM

I remember I got a lot of hate for selling $TE. I won't call anyone out at this point. The only thing I'll just say is: I sold because I did not have a great feeling with management. And I still don't. Now they missed their own guidance (within only 3 months.) Will link a post in comment from my buddy @Kaizen_Investor that summed up their earnings. Stay humble. Onwards, -BP

@kaizen_investorMar 31, 2026 · 11:51 AM

$TE down 17% today after earnings. The problem is that the thesis was mainly built on promises of the management. The management assured a +$410M revenue quarter during the Q3 earnings call. They ended up missing this estimate by 13%. Another problem is the profitability. Analysts were hoping to see T1 narrow its losses, but the company reported a staggering $380.8 million net loss for 2025, with full-year Adjusted EBITDA coming in at negative $65.0 million. The timeline on G2 Austin was not delayed. But the main worry will be the funding of G2. Phase 1 of G2 Austin requires an estimated $400 million to $425 million in capital expenditures. With G1 Dallas continuing to burn cash and the company sitting on a massive net loss, T1 might be forced to issue more equity, which would dilute current shareholders.

@stocksavvyshayMar 18, 2026 · 11:23 AM

$TE secures a 50MW grid allocation in Norway for its Mo i Rana site, moving forward with its data center conversion. Operations could start as early as 2Q27 with another 396MW still pending approval. https://t.co/kb6PpTmcFv

@daniel_kossMar 10, 2026 · 2:12 PM

Iran de-escalation leads to lower oil prices, which helps cool down inflation. When inflation drops, the chances of a rate cut go up significantly. For a high-beta company with a lot of debt like $TE, lower rates are a massive win because they reduce interest expenses and make future growth more valuable.

@daniel_kossFeb 26, 2026 · 5:01 PM

@SJCapitalInvest Here's the problem: looking at guidance would've shown nothing but red flags for $TE. You have no idea how much skepticism I got from really smart investors when I started my position. The guidance and execution on FREYR was basically a 100% miss. Slower, longer, more expensive. Then total failure. Management didn't seem trustworthy or competent at all. Believing in the new vision required exactly that: belief (to some degree).

@daniel_kossFeb 19, 2026 · 9:30 AM

Too many gains are still ahead of us for $TE and $TOYO investors to already be fighting. If @hiteshkar says $TOYO is a buy, it probably is. That simple :) Tesla could be a big competitor, but a $300m market cap company is nothing compared to the massive supply/demand gap.

@thevalueistFeb 19, 2026 · 3:27 AM

$TE TE Connectivity Strategic Analysis: AI Growth, Operational Leadership, and Investment Thesis.

@ckcapitalxxFeb 18, 2026 · 3:36 PM

Institutions Are Loading $TE Hard Before Q4 Earnings Look at who’s been accumulating $TE: Q4 earnings drop soon. G2_Austin construction is ramping. $160M in Section 45X credits already monetized. 10 GW of domestic solar capacity coming online by 2027. Institutions aren’t loading up for no reason. They’re positioning before the revenue inflection hits. $TE at $6.42 with this level of institutional ownership going into Q4 is one of the most asymmetric setups in the market.

@kaizen_investorFeb 17, 2026 · 1:00 PM

Major de-risking event. 45X eligibility validates $TE's restructuring and directly improves unit economics. This regulatory clarity is a strong margin tailwind heading into earnings. Looking forward to those earnings as $TE is high on my watchlist.

@moninvestorFeb 17, 2026 · 12:57 PM

$TE welcomes Treasury FEOC guidance that validates its tax credit position. TE says the initial guidance issued by the U.S. Department of Treasury on implementing the "One Big Beautiful Bill Act" foreign entity of concern (FEOC) provisions is consistent with the company's expectations and supports its eligibility for Section 45X advanced manufacturing tax credits. This is a very positive regulatory move for T1 Energy, confirming that its restructuring efforts put it in line to claim valuable domestic manufacturing tax credits under the new legislation. Very bullish for the whole sector. I'm looking forward to earnings.

@jasonl_capitalFeb 15, 2026 · 4:33 AM

He's right. And the company building America's solar supply chain from scratch is $TE. - 5GW module factory operational in Dallas - 2.1GW solar cell fab under construction in Austin - Polysilicon sourced from Hemlock/Corning in Michigan - Phase 1 alone is larger than all existing US solar cell capacity - $375-450M run-rate EBITDA at full capacity This isn't a Chinese import play. This is end-to-end American solar manufacturing. $TE at $6 is one of the most asymmetric setups in the market.

@ckcapitalxxFeb 15, 2026 · 1:56 AM

Don’t be shocked when $TE is a $30 stock by the end of the year. https://t.co/ir8jgozHIJ

@ckcapitalxxFeb 14, 2026 · 11:35 PM

And you guys are still questioning $TE You can’t be bullish enough man

@blackpanthercapFeb 12, 2026 · 7:22 PM

Unfortunately I called the $6.18 on $TE yesterday. I’m still sad to see it play out. It’s deserves so much more. Anyhow TA can be very reliable sometimes. $TE MUST close above $6.21 to defend next step down $5.23. With RSI at around 26 I expect $TE to defend it since it’s oversold now. Last time $TE was oversold it ran from $2.60 to $5.45 which I also worth mentioning. If $TE goes on the same run again it would make $TE break the $10 finally. Please note: this is NOT financial advice.

@itschrisrayFeb 12, 2026 · 6:53 PM

I know I made the right move rolling $TE into $ONDS a few weeks ago - not because $TE is down & $ONDS isn’t (they’re both down a bunch) - but because watching $TE plummet like this would make me feel like shit and watching $ONDS fall doesn’t bother me at all. Conviction matters.

@kaizen_investorFeb 11, 2026 · 10:05 PM

@SJCapitalInvest Appreciate your take on $TE. I believe the total solar energy sector is still undervalued at the moment as the technology is improving at a rapid level. $TE is a company that could massively benefit from the improving technology. They are doing a lot of things right imo, however I did not buy any shares yet. During Q3 earnings call they promised a lot of things for Q4 (G1 Dallas ramp-up, record quarterly sales, construction start in Austin,…) and the stock started pumping. This is not a moment to buy imo, the stock has jumped 100% mostly on promises. I’ll keep following them closely and might start a position soon.

@blackpanthercapFeb 11, 2026 · 8:39 PM

I might loose some followers on this… But this is how I treat my portfolio: Like a mf psychopath…… I just sold $TE at almost breakeven. Could see it running to $6.18 or $5.19. depending on how it closes today. I REALLY like $TE. I’m super bullish on energy/power demand. BUT… no matter what argument, I cannot defend 16% allocated to $TE when they just fired their CAO right before earnings with zero explanation. I’m not buying the “we’re getting a better one” argument. This excuse has been used for 20 years while *files* keep building up. How did that work? Most important lesson in life: money talks. People will do almost anything for enough money. In hindsight of what files are circulating these days, fraud seems like nothing. I know this is contrarian. And I also KNOW there’s no proof of it. But this is EXACTLY why it’s critical to have hard rules for your investments. The RISK is on YOU. The reason I watch my portfolio like a psychopath? To minimize loss. To minimize risk. I’m not betting my hard-earned money. I will NEVER invest in companies with: > Lack of communication > Lack of transparency > Lack of trust I can live with debt. I can live with execution risk. But when management starts shutting out investors or goes radio silent? Just before earnings… That’s the biggest RED FLAG to me. We live in 2026. It takes a CEO 5 minutes to post an update on X or record a video. And no, I don’t buy the CEO is busy either. I manage people myself everyday. It comes down to priorities. It’s not good enough for me. I wish all my fellow $TE the best luck! I sincerely mean that and pray that you all get rich and I’m mistaken 🫶 I’m out. Watching to re-enter $NBIS or $KRKNF now.

@ckcapitalxxFeb 11, 2026 · 8:24 PM

The market is overreacting to the $TE Chief Accounting Officer news, and it's creating a buying opportunity. Here's what actually happened: On February 5th, $TE terminated Denise Cruz (CAO) and immediately appointed Tom Mahrer as the new Chief Accounting Officer and Corporate Controller. Cruz was offered a termination package to "pursue personal interests." Same-day replacement. Clean transition. Who Is Tom Mahrer? 42 years old Joined $TE in October 2025 as Director of SEC Reporting 15+ years of financial leadership in energy and manufacturing Spent 2014-2025 at Valero Energy Corporation handling technical accounting, SEC reporting, and investor relations This isn't some random external hire scrambling to learn the business. Mahrer has been at $TE for 4 months already and came from Valero—a $30B+ energy company with rigorous SEC reporting standards. Why The Market Is Overreacting: CAO departures create short-term noise because algos read "accounting officer exit" and assume worst-case scenarios (fraud, misreporting, etc.). But there's zero evidence of that here: Same-day replacement with an internal promotion Mahrer already knows the business (been there since October) Company offered Cruz a termination package (this was planned) No SEC investigation announced No restatement of financials No guidance revision This looks like a standard executive transition, not a red flag. The Thesis Is Still 100% Intact: 1. Section 45X Tax Credits: $TE completed $160M in tax credit monetization at $0.91 per dollar on February 5th—the SAME DAY as the CAO transition. If there were accounting issues, that deal doesn't close. 2. G2_Austin Construction: $400-425M investment building 2.1 GW of solar cell capacity by end of 2026. Construction is live. This doesn't stop because of a CAO change. 3. Tariff Protection: Southeast Asian solar hit with tariffs up to 3,521%. Chinese solar faces 60% tariffs. $TE's domestic manufacturing has a 40-50% cost advantage. 4. Analyst Targets: Roth/MKM raised price target to $15 (114% upside). 5 analysts rate "Strong Buy" with consensus at $10.50. 5. Revenue Growth: YoY revenue at $210.52M and ramping into 945 TWh of AI data center power demand by 2030. What Changed Today? Nothing. The fundamentals are identical to what they were on February 4th. G2_Austin is still being built. The Section 45X credits still closed. The tariff advantage still exists. The AI power bottleneck is still real. The only difference is $TE swapped one CAO for another with more relevant experience (Valero energy background vs. Cruz's background). This Is Noise, Not Signal: If you bought $TE for: Domestic solar manufacturing scaling to 10 GW Section 45X tax credit monetization Tariff protection creating a structural cost moat AI data center power demand exploding None of that changed. The thesis is intact. The market sold off because headlines trigger algos. But the infrastructure play hasn't moved. G2_Austin is still under construction. The contracts are still signed. The demand is still there. $TE at $6.83 (current price in after-hours) with a $1.8B market cap and a path to 10 GW of domestic solar capacity is one of the most asymmetric infrastructure plays in the market. This CAO transition is short-term noise. The long-term thesis just got stronger with a more experienced energy sector CAO leading the accounting function. Hold with conviction. Image from @SJCapitalInvest

@jasonl_capitalFeb 10, 2026 · 5:16 PM

@BlackPantherCap Been adding to my $te position.

@jasonl_capitalFeb 9, 2026 · 5:15 PM

Elon Musk just committed Tesla and SpaceX to 100 GW each of solar manufacturing to power AI data centers on Earth and in space. Microsoft signed a 12 GW solar deal with Qcells. Hyperscalers contracted 40+ GW of solar in 2025 alone. US power demand is hitting levels we haven't seen since the 1980s. Solar is the fastest generation source to deploy. Period. $TE is building the only fully integrated American solar supply chain: - 5 GW module plant operational in Dallas - $425M cell fab under construction in Texas - 2.1 GW of TOPCon cell capacity online by end of 2026 - Domestic polysilicon sourcing through Corning and Hemlock Trading around $8 with a $2B market cap. The world needs more solar. T1 Energy makes it in America. Note: This is not financial advice.

@ckcapitalxxFeb 9, 2026 · 4:11 PM

$TE DIPPED TO $7.70 THIS MORNING AND I LOADED 20% OF MY PORT Current price: $7.90 This is the setup I’ve been waiting for. While everyone’s panicking about macro noise and government shutdowns, the biggest deal in U.S. solar just dropped - and nobody’s connecting the dots to $TE. TotalEnergies just signed a 1 GW solar PPA with Google to power Texas data centers for 15 years. That’s 28 TWh of renewable electricity from two Texas solar farms: • Wichita: 805 MW • Mustang Creek: 195 MW • Construction starts Q2 2026 This is the LARGEST renewable PPA TotalEnergies has EVER signed in the United States. Why This Matters for $TE: $TE (T1 Energy) is building U.S. domestic solar module manufacturing capacity: • G2_Austin solar cell fab: 2.1 GW capacity (production starts end of 2026) • Second phase: 3.2 GW planned • G1_Dallas: Already operating 5 GW module facility • Q1 2026 revenue forecast: $368M (up 75% from last quarter) • Just sold $160M in Section 45X production tax credits The Thesis Everyone’s Missing: Google just committed to 1 GW of solar capacity in Texas with construction starting Q2 2026. TotalEnergies has 10 GW of U.S. solar/wind/storage capacity, with 5 GW in ERCOT (Texas) alone. But here’s the key: U.S. domestic solar module demand is EXPLODING and $TE is one of the few companies building domestic manufacturing at scale with government backing. Look at what’s happening: • Google needs 1 GW in Texas starting 2026 • TotalEnergies already has massive Texas exposure (5 GW in ERCOT) • Plus another 1.2 GW from Clearway (50% owned by TotalEnergies) across ERCOT, PJM, SPP markets • AI data center power demand is creating a structural shortage AI Data Centers Are the Demand Driver: The Google deal isn’t isolated. TotalEnergies has signed similar PPAs with: • Amazon, Microsoft, Airbus, STMicroelectronics, Air Liquide, Merck, Orange This is a pattern: hyperscalers need MASSIVE amounts of power for AI infrastructure, and solar is the fastest way to add grid capacity without fossil fuels. Goldman Sachs already said U.S. data center demand will EXCEED supply by 9 GW in 2026. Solar is how they close that gap. $TE’s Position: Domestic solar module manufacturing with: • Government incentive backing (Section 45X tax credits) • 5 GW operational capacity at G1_Dallas • 2.1 GW coming online at G2_Austin by end of 2026 • Second phase of 3.2 GW planned Revenue ramping 75% QoQ into a market where demand is structurally outpacing supply. The Price Action: $TE dipped to $7.70 this morning on broad market weakness. But fundamentals just got STRONGER: • Hyperscalers committing to multi-GW solar deals • Construction timelines align perfectly with $TE’s G2_Austin ramp • Domestic manufacturing preference for critical infrastructure This is noise creating opportunity. Why I Loaded 20%: The market is selling $TE like it’s a commodity solar play. But it’s actually: • U.S. domestic manufacturing (strategic advantage) • Government-backed (tax credits de-risk margins) • Ramping into explosive AI-driven solar demand • Revenue up 75% QoQ with more capacity coming online When Google signs a 1 GW / 15-year deal in the same market where $TE is scaling production, that’s not a coincidence. That’s a structural demand signal. This is the AI infrastructure play to be in. Solar modules. Because without power, none of it works. $TE 🔋⚡

@blackpanthercapFeb 5, 2026 · 12:18 PM

Here’s why $TE this is one of the most asymmetric American manufacturing play for 2026: While everyone’s focused on $NVDA chips and $TSLA robots, they’re missing the REAL bottleneck: POWER. AI data centers will consume 600 TWh by 2030. That’s the ENTIRE U.S. coal fleet. You can order 100K H100s tomorrow. But you CAN’T build gigawatt solar infrastructure in 6 months without getting absolutely destroyed by tariffs and FEOC regulations. Enter $TE - the only vertically integrated U.S. solar manufacturer with a COMPLETE domestic supply chain: • Hemlock Semiconductor (Michigan) → polysilicon • Corning → wafers • G2_Austin → cells (5.3 GW capacity) • G1_Dallas → modules (5 GW capacity, 20K panels/day) Zero FEOC risk. The Numbers That Matter: > Current: $2.34B market cap, $9.05/ > Already at 4.5 GW annualized run rate (100% increase in 6 months) > Austin coming online Q4 2026 with 2.1 GW Phase 145X > Tax Credits: Just sold $160M at $0.91 per dollar >Treaty Oak Contract: 900 MW (Macquarie-backed) Here’s the part everyone’s missing: They’re not just selling panels. They’re selling “regulatory-safe electrons.” The One Big Beautiful Bill Act changed everything. Energy is now a NATIONAL SECURITY ASSET. Every hyperscaler building data centers in Texas needs: > Power capacity that can’t get tariffed > Modules with 60%+ domestic content for ITC bonuses > Supply chains that won’t trigger FEOC audits $TE is the ONLY company that checks all three boxes. The company met with VP JD Vance in November. This isn’t just another solar play. It’s a strategic grid asset. The Three Cases: Bear Case ($1-2): Regulatory issues derail 45X credits, execution delays kill the ramp. Base Case ($10-12): G2_Austin comes online mid-2027, achieves EBITDA breakeven late 2026, turns GAAP profitable 2028. Bull Case ($25-30 by 2028: G2_Austin executes on time, $375-450M annual EBITDA once integrated, becomes the American standard for domestic solar. The Setup Right Now: Stock went from $2.08 to $9.78 in 12 months as the market priced in the pivot from failed battery SPAC to American solar titan. This is a binary bet on: > G2_Austin execution (Q4 2026) > Treasury FEOC guidance clarity > AI power demand acceleration If they execute Phase 1 on time and the 45X credits hold, this is a 3-5x from here. The “American Solar Fortress” is being built in the Silicon Hills (Austin/Milam County). Hyper-local supply chain to the exact utilities powering the AI boom. Either $TE becomes the standard-bearer for U.S. energy dominance, or it’s a cautionary tale about industrial protectionism. High conviction. High risk. Massive asymmetry. Long $TE. Note: This is NOT financial advice.

@itschrisrayFeb 2, 2026 · 3:18 PM

Trimmed a little more of my highest cost $TE shares to buy another couple hundred shares of $ONDS. Could not resist this dip on positive news of a great new acquisition. Still very bullish on $TE, but my conviction in $ONDS is at all time highs and I def need to add here.

@itschrisrayJan 30, 2026 · 5:30 PM

I’d happily buy more $TE under $9 $ONDS under $12 $LMND under $90

@jasonl_capitalJan 29, 2026 · 1:49 PM

AI needs power. A lot of it. U.S. electricity demand is hitting record highs in 2025 and 2026 — driven by data centers. $TE is building the domestic solar supply chain to feed it: • 5 GW G1_Dallas module facility (fully ramped) • 2.1 GW G2_Austin cell fab (under construction) • FEOC compliant — can sell to anyone • Just sold $160M in 45X tax credits T1 Energy has the first fully integrated domestic solar supply chain. Solar isn’t political. It’s math. Energy security is the new AI trade.

@ckcapitalxxJan 29, 2026 · 1:28 PM

$TE just touched a new 52-week high of $9.78 today — and I’m not even close to done accumulating. 🚀 Let me explain why this is just the beginning of a massive re-rating story that most people are missing: The Setup: From $0.92 lows in early 2025 to nearly $10 today. That’s a 10-bagger in under a year. But here’s the thing — the fundamentals are ACCELERATING, not slowing down. Why This Matters: $TE T1 Energy isn’t just another solar play. They’re building the ONLY fully integrated, FEOC-compliant, domestic solar supply chain in America — from polysilicon to module. This is infrastructure that the US government desperately needs for energy dominance. The Catalysts Are Stacking: $TE 1.$160M Section 45X Tax Credit Sale — Just closed at $0.91 per dollar with an investment-grade buyer (Citi advised). This validates their ability to monetize manufacturing credits and provides immediate liquidity for expansion. NO dilution needed. 2.Treaty Oak Partnership — 900MW supply agreement over 3 years for US-made modules. This is recurring, high-margin revenue locked in. 3.G2_Austin Gigafactory Construction Started — $400-425M investment for 2.1GW of high-efficiency TOPCon solar cells. First phase producing by end of 2026. This will be the LARGEST single-phase silicon cell facility in the US. 4.G1_Dallas Fully Ramped — 5GW module capacity already operational and generating revenue TODAY. 5.FEOC Compliance De-Risked — They restructured agreements with Trina Solar to maintain Section 45X eligibility under the One Big Beautiful Bill Act. This was the major overhang, and they just cleared it. 6.Analyst Upgrades — Roth Capital just raised PT to $15 (60% upside from here). Alliance Global initiated with a Buy. The street is waking up. Why The Multiple Expansion Is Real: $TE ∙US solar manufacturing capacity grew 42% in 2025 (SEIA data) ∙Energy dominance is a bipartisan priority under Trump 2.0 ∙VP JD Vance personally met with CEO Dan Barcelo in November ∙Domestic content requirements are only getting STRICTER The Risk/Reward: At $9.40, we’re at a $1.7B market cap for a company building multi-gigawatt manufacturing infrastructure with Section 45X monetization proven, forward supply contracts locked, and political tailwinds at their back. If they execute on G2_Austin and scale production to plan, this is easily a $20-30 stock by late 2026. That’s a 2-3x from here. And if Trump’s energy dominance agenda accelerates domestic solar mandates? $50+ isn’t crazy. The Bottom Line: $TE is the picks-and-shovels play on US energy independence. They’re not selling solar to consumers — they’re selling solar INFRASTRUCTURE to the government and large-scale developers who NEED FEOC-compliant, traceable supply chains. This is the exact kind of asymmetric setup that creates generational wealth: early-stage infrastructure company with regulatory moats, government tailwinds, and a market that hasn’t priced in the scale of what’s coming. I’m adding more on any weakness. The breakout is just starting. NFA

@jasonl_capitalJan 28, 2026 · 7:55 PM

@itschrisray $TE is going to have a great year.

@itschrisrayJan 28, 2026 · 6:33 PM

Already up 20% on the relatively small $TE position I started less than 2 weeks ago. 🥂 +$2600 I see this one going much higher. https://t.co/QWZTacVPiG

@blackpanthercapJan 28, 2026 · 2:36 PM

@spacanpanman Love that big move. $TE holders also deserved it

@itschrisrayJan 27, 2026 · 3:25 PM

$TE just wants to RUN. Not much can keep this stock down. Up 11% this morning, breaking $9 once again. https://t.co/J9EWW7g8ET

@moninvestorJan 27, 2026 · 3:01 PM

$TE at $8.88. +9.09% so far today. +31.37% year to date. A lot more to go. Next $10. https://t.co/f0DnqyzrhM

@itschrisrayJan 25, 2026 · 7:28 PM

Really great read that explains why having Trina heritage & support in its early days will allow $TE to dominate as a fully U.S. owned & operated business in the future. I somehow must have missed this last week due to the short report drama. https://t.co/GYNUuGZl3l

@jasonl_capitalJan 25, 2026 · 12:40 AM

@Thomas_james_1 The more I look into $TE the more I want to increase my exposure

@jasonl_capitalJan 23, 2026 · 11:30 PM

I opened a new position today in $TE Here’s a quick tldr on why I’m bullish on this company going forward into 2026 1. The FEOC Advantage T1 is one of the few domestic manufacturers to fully distance itself from Chinese IP. This makes them "FEOC-compliant," unlocking massive Section 45X tax credits that competitors simply cannot access. 2. Vertical Integration They aren't just assembling parts. With the G2_Austin facility, T1 is moving into cell manufacturing. Controlling the supply chain from wafer to module creates a massive margin cushion and ensures supply security. 3. Data Center Demand The AI boom needs power. T1’s utility-scale modules are becoming the "go-to" for domestic data center providers who need "Made in USA" energy to satisfy regulatory and ESG requirements. 4. Strengthened Balance Sheet Following a successful $300M+ capital raise in late 2025, the "bankruptcy risk" narrative is dead. Management has pivoted from survival mode to aggressive expansion. 5. Valuation Gap Despite the recent run, $TE still trades at a significant discount to peers like First Solar. As they hit their 2026 production milestones, expect a major institutional re-rating.

@moninvestorJan 23, 2026 · 4:30 PM

$TE looks incredibly strong. - Up 9.99% today. - The short report had no impact. - $10 feels inevitable. https://t.co/iyu9NqhaYe

@itschrisrayJan 23, 2026 · 2:33 PM

Hard to look at these images and be like, “yeah, $TE deserves to stay under $2B.” Sometimes vibe investing is all you need. 😂 https://t.co/JUqmUi0Ti9

@blackpanthercapJan 23, 2026 · 1:36 PM

👀10 REASONS TO KEEP AN EYE ON $TE: 1. Elon Musk declares: “Solar power will be the majority of power generation in the future.” 2. Executes first $160M sale of Section 45X tax credits for solar modules. 3. Signs three-year supply contract with Treaty Oak Clean Energy for modules. 4. Begins construction on 2.1GW Texas solar cell fab for domestic production. 5. Completes $260M convertible notes and equity offering for growth funding. 6. Analysts give Strong Buy consensus, with 100% recommending it. 7. High Price Targets reach $15 amid U.S. solar manufacturing boom. 8. Revenue projected to surge massively in 2025 from ramp-up base. 9. Positioned for strong margin expansion as production scales. 10. Set to capture huge tailwinds in domestic solar and clean energy. $TE to $20 minimum. Not financial advice.

@moninvestorJan 22, 2026 · 4:32 PM

Elon Musk says building AI-powered solar data centers in space is a “no-brainer.” He also says SpaceX and Tesla are building up to 100 GW per year of solar power. $TE, $ENPH & $ASTI. Yes, we are not bullish enough.

@jasonl_capitalJan 22, 2026 · 2:32 AM

@itschrisray Im looking to take a starter position in $TE

@itschrisrayJan 22, 2026 · 2:18 AM

A positive anecdote based on a conversation with $TE Investor Relations following today’s short report + shelf offering. I obviously can’t verify what was said on a private call, so take with a grain of salt. My takeaway from today’s events is that this dip will not last - especially if the whole market continues to move higher. By all accounts, $TE seems to be on very solid footing and continues to try and swap foreign equity for domestic every chance they get.

@midascabalJan 22, 2026 · 12:38 AM

$TE is being shorted by @CulperResearch and just filed a mixed shelf offering... This is EXTREMELY bearish. /s Like to send $TE lower.

@itschrisrayJan 21, 2026 · 7:40 PM

The Culper Research short report covering $TE seems to spin together a few half-truths and conveniently leaves out a bunch of other information that would conflict with their claims. I added more today.

@midascabalJan 21, 2026 · 7:28 PM

$TE short thesis by @CulperResearch summarized: TLDR: Culper shorts T1 Energy (ex-FREYR) as Trina Solar's US facade to dodge tariffs & grab 45X credits. Lacks independence, shady leadership, hidden risks = share collapse. Failed Origins: - SPAC'd as FREYR Battery in 2021 via CEO Barcelo; promised cheap EU EV batteries. - Shares tanked 90%+ by late 2024, negative EV. - Bought Trina's TX solar plant for $621M (built for $200M); rebranded "all-American." Trina's Influence: - Top Chinese solar firm, FEOC w/ CCP ties, Uyghur labor flags, AD/CVD lawsuits. - Retains equity/debt/board/IP/ops control; runs facility/sales/customs. - Extracts fees tied to T1 sales & 45X credits. CEO Barcelo Issues: - LinkedIn hides Russian gigs at Renaissance (Kremlin links) & Ruspetro (laundering ties). - Lawsuit: Exploited elderly man for assets pre-death. - Under DoJ/SEC probes for 2023 undisclosed stock pledges/sales (insider trading?). RWE Lawsuit: - RWE (key customer) sued 1/7/26 after terminating deal 12/19/25; T1 undisclosed. - Claims: Lied on customers, no audits/BOM, non-compliant modules, confidentiality breach. - Issues from 4/25; T1 touted ramp-up while RWE prepped exit. Financial Concerns: - Restated Q1/25 revs; Trina sales mismatch ($142M vs $167M) hints masking. - Replaced RWE w/ "new" (likely Trina) offtake to dodge HSBC default. - Trina fees = 83% of T1 gross profits, linked to 45X. FEOC/45X Risks: - Ineligible due to Trina's control/materials (81% supply, ops dominance). - 12/30/25 PRs misleading; Trina staff still run emails/customs. - Treasury guidance to block evasion; possible Chinese blacklists kill eligibility. Tariff Evasion: - Helps Trina skirt 202-375% duties on SE Asia cells. - 2024 customs probes downplayed; est. $205-570M liabilities. - Trade shifts: Modules to "heat tempered glass" imports, likely mislabeling. Overall Thesis: - T1 = Trina's US access tool (46% Trina '24 profits). - No 45X = model fails; facility worthless w/o Trina. - Leadership/probes/financials/reg risks = shares "far lower." Culper short, uses public/anon sources. Summarized using Grok. Original thesis was 33 pages. Are you bullish or bearish on $TE?

@ckcapitalxxJan 21, 2026 · 4:20 PM

Just Started a Big Position in $TE - Here's Why Just started a significant position in $TE (T1 Energy). This is one of the most asymmetric infrastructure plays in the market right now. The Transformation T1 Energy went from zero revenue to over $600M annual run rate through the acquisition of Trina Solar's 5 GW U.S. manufacturing facility for $621 million in December 2024. This instantly made T1 the largest American-owned silicon-based solar module manufacturer in the United States, representing over 50% of U.S. silicon-based solar module capacity. Recent Catalysts (December 2025 - January 2026) December 30, 2025: Completed $160 million Section 45X tax credit sale at $0.91 per dollar to investment-grade buyer. That's immediate cash monetization of tax credits. December 2025: G2 Austin construction officially started in Q4 2025 as planned. First phase: 2.1 GW solar cell manufacturing, $400-425M capex, production start Q4 2026. December 22, 2025: Signed three-year supply agreement with Treaty Oak Clean Energy for minimum 900 MW of solar modules from G2 Austin. December 30, 2025: Completed transactions ensuring Section 45X tax credit eligibility under One Big Beautiful Bill Act by avoiding FEOC (Foreign Entity of Concern) designation. Repaid Trina Solar debt, transferred IP to India-based Evervolt, secured non-FEOC cell suppliers. The IRA Advantage Management projects $375-450 million annual run-rate EBITDA once G1 Dallas (5 GW modules) and G2 Austin Phase 1 (2.1 GW cells) are both fully online. That's on a company currently valued at roughly $3-4 billion. IRA Section 45X credits and domestic content bonuses create a structural advantage Chinese manufacturers cannot replicate. T1 is building toward >60% U.S. domestic content in 2026, increasing further in 2027. The Demand Surge U.S. electricity demand jumped 135 TWh in 2025—a 3.1% increase. Solar generation alone grew by 83 TWh (27% increase), covering 61% of all new U.S. electricity demand. Global electricity demand accelerating: 3.3% growth in 2025, 3.7% in 2026. Wind and solar expected to cover over 90% of global electricity demand growth through 2026. Drivers are structural: Data center expansion (AI, cloud computing) Industrial electrification (semiconductor fabs, battery production) EV adoption Rising air conditioning demand This is a multi-decade infrastructure build, not a cycle. The China Tariff Moat T1's timing is perfect. Chinese solar manufacturers face: FEOC restrictions under One Big Beautiful Bill Act Section 232 investigation into foreign-sourced polysilicon (T1 would benefit from tariffs) Domestic content requirements for federal projects AD/CVD (Anti-Dumping/Countervailing Duty) enforcement T1 is building exactly the supply chain U.S. policy incentivizes: G2 Austin: First large-scale U.S. solar cell manufacturing in years Hemlock/Corning polysilicon partnership (Michigan-based) Talon PV investment (4.8 GW Texas cell fab) Treaty Oak offtake contracts for domestic modules Full FEOC compliance achieved December 2025 This isn't just subsidies. It's being the only scalable, fully domestic option when federal infrastructure mandates domestic content. The Numbers Current (Q3 2025): Revenue: $211M (Q3), over $600M annualized Production: 5.2 GW annualized run rate at G1 Dallas 2025 EBITDA guidance: $25-50M (skewing low-end due to merchant mix, Q4 ramp expected) 2025 production: 2.6-3.0 GW (sold out for the year) Post-G2 Austin (Late 2026/2027): Combined capacity: 5 GW modules + 2.1 GW cells Projected annual EBITDA: $375-450M Potential expansion: Up to 8 GW total on existing Austin leasehold Capital position: $160M Section 45X credit sale completed (December 2025) $122M raised in equity/preferred (October 2025) $92M Section 45X credits accrued through Q3 (monetization expected) G2 construction funded through equity + debt + customer deposits $TE Key partnerships: Treaty Oak: 900 MW offtake contract Hemlock Corning: U.S. polysilicon supply Talon PV: Minority stake in 4.8 GW Texas cell fab Nextpower: Domestic frame supplier Why The Market Is Wrong $TE The market sees T1 as a "speculative turnaround" from failed battery concept (FREYR). They're missing that this is scale manufacturing with policy tailwinds and pricing power. The Trina acquisition was strategic, not speculative. T1 instantly became the largest American-owned producer with: Proven Trina technology (global leader) Existing customer relationships 5 GW installed capacity Revenue from day one Over 50% of U.S. silicon module market share G2 Austin isn't a gamble—it's matching capacity with signed offtake contracts (Treaty Oak 900 MW already locked) and positioning to capture IRA subsidies Chinese players cannot access. The Margin Expansion Path Q3 2025 gross margin: ~10% (compressed by merchant agreements in H2). 2026 bridge year: Sourcing non-FEOC cells externally while G2 ramps. Margins improve as domestic content premiums kick in. 2027+ inflection: G2 Austin online with >60% domestic content creates: Higher ASPs on domestic modules Section 45X credits on cell manufacturing IRA domestic content bonuses on federal projects Vertical integration margin capture This is policy arbitrage with structural margin expansion built into the business model. Risk/Reward Downside risks: G2 Austin execution delays beyond Q4 2026 Solar module pricing remains pressured IRA subsidies reduced under new administration (though OBBBA strengthens them) FEOC compliance issues (already addressed December 2025) Base case: G2 ramps as planned Q4 2026 Domestic content drives ASP premiums Market reprices as infrastructure (not commodity) $375-450M EBITDA by late 2026/2027 Bull case: Section 232 tariffs expand on Chinese polysilicon (investigation active) Federal infrastructure projects mandate domestic content Data center demand accelerates solar deployment beyond forecasts G2 expands to full 8 GW ahead of schedule (already have land/permits) At current valuation, market pricing bear case while fundamentals track base/bull. What I'm Watching Q4 2025 results (late Feb 2026): Should show meaningful EBITDA inflection with Q4 sales exceeding first 9 months combined G2 Austin construction milestones: Started December 2025, targeting Q4 2026 production Section 45X monetization: $160M done, watching for additional 2026 credit sales Offtake announcements: Treaty Oak locked for 900 MW, watching for more Section 232 developments: Polysilicon tariff investigation outcome FEOC enforcement: T1 achieved compliance December 2025, monitoring regulatory clarity The Bottom Line T1 went from zero to $600M+ revenue run rate in 12 months. Building the first vertically integrated U.S. solar supply chain with 5 GW existing module capacity and 2.1 GW cell manufacturing coming Q4 2026. IRA subsidies create $375-450M EBITDA potential Chinese manufacturers cannot access. U.S. electricity demand growing 3%+ annually with solar covering 61% of new demand. Data centers, EVs, industrial electrification = multi-decade structural tailwinds. Recent execution: $160M Section 45X credit sale completed, G2 Austin construction started December 2025, FEOC compliance achieved,Treaty Oak 900 MW off-take signed, Over 50% U.S. market share Market still pricing this as speculative turnaround. It's actually critical infrastructure with policy tailwinds, proven execution, and margin expansion ahead. Position started. Watching Q4 results and G2 ramp.

@blackpanthercapJan 20, 2026 · 6:56 PM

🚨FINAL WARNING: $TE could breakthrough $9.08 soon. $10.22 is coming → then $12.13. Note. Not financial advice. https://t.co/Bau3DAJorf

@itschrisrayJan 20, 2026 · 5:09 PM

@DeNebulord Like I said, comes down to personal conviction and a bigger sense of urgency around $TE. I feel there will be some big hyperscaler news soon.

@daniel_kossJan 20, 2026 · 6:47 AM

I feel very confident owning names like $TE, $EOSE, and $VELO 🇺🇸 Mostly U.S. supply chains, and consistently increasing their U.S. exposure, in a climate of rising global geopolitical tensions 🌍 We’ll have Trump for another 3 years. By now, we know his only constant is chaos and turmoil. Betting on stocks that win in a normal climate and thrive in a bad climate feels safe and right to me 🛡️📈

@itschrisrayJan 19, 2026 · 6:40 PM

One of the main reasons I feel a sense of urgency when it comes to building my $TE position.

@daniel_kossJan 19, 2026 · 4:00 PM

I 11x’d my portfolio since January 2024. Here’s exactly how I invest 👇 1️⃣ Thesis I identify sectors with massive economic potential. I then try to find the specific winners positioned to capture most of the value. 2️⃣ Model I project revenue, profit margins, and growth rates. Crucially, I always adjust for dilution to find a realistic price target and implied return. 3️⃣ Quality & Safety Score I grade every company on 7 pillars: Moats Founder DNA Management alignment Management quality Tech risk Execution risk Regulatory / exogenous risks 4️⃣ Quality-Adjusted Yield I calculate my quality-adjusted yield by adjusting the return for risk to the power of two. By squaring the risk, I aggressively punish mediocrity and give massive bonus points to elite moats and management. This framework still let's ultra high risk companies like $TE (when the market was pricing them for bankruptcy) survive, if the potential upside is so massive, that it surves the risk punishment. Asymmetry (?) On X people often say that they invest in asymmetric opportunities and by that the mean companies that can go up a lot but have a lot of downside protection. My approach is very different, as I'm happy to invest in companies that can go to actual 0, if they can also 10x. This approach feels right to me, as I come from the startup world where I have been involved as a Founder, exec, investor in multiple high return companies, but have also started a company that went flat for years and one that didn't work out, which is nice language for went bankrupt and my and all investors lost all our money AND time.

@blackpanthercapJan 17, 2026 · 3:56 PM

@CaesarCapitalz @StockChaser_ Oh no man 😮 I was in EOSE at $8/9 ish and swing traded it to $15. But jumped in $TE at $5,5. Will stick here

@itschrisrayJan 16, 2026 · 6:23 PM

I definitely should have bought more than 500 shares of $TE this morning. 😅 https://t.co/nuuQvDoYw1

@moninvestorJan 15, 2026 · 9:44 PM

$TE was extremely volatile today. It fell roughly 8% shortly after the open, rallied about 8% into midday, and then reversed again to finish the day down close to 8%. This shows how difficult it is to trade this stock. I plan on buying back my shares soon. 👀 https://t.co/h5uCstUV8J

@itschrisrayJan 15, 2026 · 9:13 PM

@ryansfinance @accounting_ds @SJCapitalInvest @spacanpanman Yes yes I like. 👍 I think team $TE is winning so far.

@blackpanthercapJan 10, 2026 · 5:57 PM

⚡️ $TE HAS A 267.8% POTENTIAL UPSIDE: T1 Energy manufactures photovoltaic solar modules and battery storage systems, establishing an integrated US supply chain compliant with domestic incentives. Leadership pursues aggressive scaling through tax credit monetization and partnerships to capture renewable market share. Why it could be a great investment: Bet on domestic renewable manufacturing surge amid energy transition, unlocking premium from compliance advantages. Currently $TE is 72% undervalued from its fair value at $25.05. Key Numbers: • Market Cap: $1.47 billion • Revenue: $400 million • Revenue Growth: 4.04% YoY • Net Debt: $668 million • Forward P/E: N/A Key Drivers: • Monetization of Section 45X tax credits. • Strategic partnerships accelerating production ramp. • Domestic supply chain for FEOC-compliant solar and batteries. Risks: • High leverage amid ongoing losses. • Intense competition in solar sector. Price Target: $25 per share (12-24 months). Explanation: Successful execution on US manufacturing and tax credit sales doubles revenue while improving margins, validating higher multiple on projected cash flows. Note and disclaimer: Not financial advice, do your own research.

@daniel_kossJan 8, 2026 · 8:49 PM

Super happy to add more $TE here at a nice -8% dip ☀️📈 Don't forget this company was priced for bankruptcy a few weeks ago... If that risk is gone, you have to start looking at some other details, like for example the fact that solar is the hottest shit and will be that for the next 5 years and the US needs a domestic supply chain. Small details like national top priorities of the world's biggest economy could slightly matter for this 1.4B company... just saying.

@investmentguru_Jan 5, 2026 · 11:55 AM

$TE eyeing for entry

@investmentguru_Jan 3, 2026 · 3:14 PM

$TE — A Powerful Setup at the Intersection of AI, Energy & U.S. Reshoring $TE surged +17% yesterday to a new multi-year high after the company took decisive steps to remain fully compliant with U.S. clean-energy regulations, preserving access to highly valuable Section 45X production tax credits. Why the rally? $TE reduced foreign ownership exposure by repaying debt to Trina Solar, removing board/management rights, and amending its certificate of incorporation to cap foreign ownership. This brings the company in line with the One Big Beautiful Bill Act (OBBBA), which restricts tax credits for companies tied to prohibited foreign entities. Compliance = continued incentives = investor confidence. The bigger story $TE is America’s only vertically integrated solar manufacturer, uniquely positioned as AI drives an unprecedented surge in electricity demand. While markets focus on GPUs, the real bottleneck is power — hyperscale AI data centers consume 3–5x more energy than traditional computing, creating massive demand for domestic, scalable solar capacity. Operational strength •G1 Dallas: 5 GW module facility already operational •2025 production sold out at 2.6 GW • G2 Austin: 5 GW solar cell facility launching H2 2026 • $160M production tax credit sale completed • Partnerships with Corning, Nextracker, and utility validation from Clearway Energy Strategic moat Tariffs on Chinese panels, IRA incentives, FEOC rules, and vertical integration from polysilicon to modules create a regulatory and supply-chain moat favoring U.S. producers like $TE. The company is already cash-flow positive and targeting $650M–$700M EBITDA by 2027, while supporting ~6,000 domestic jobs. Valuation & upside Trading at a fraction of peers such as First Solar, $TE offers an asymmetric risk/reward profile. Near-term catalysts include G2 Austin financing, further 45X credit monetization, and cell production launch — any of which could drive a meaningful rerating. $TE is not just a solar stock. It’s a high-leverage play on AI’s power demand, U.S. energy security, and domestic manufacturing reshoring. As the market connects these dots, the upside potential could be significant. Not a financial advice

@moninvestorJan 2, 2026 · 5:29 PM

$TE has the potential to become one of the largest solar companies in the West. Roth Capital hosted an institutional investor call/webinar with T1 Energy CEO Dan Barcelo in mid-December 2025 (around Dec. 18). Following that event, by late December 2025, Roth Capital’s coverage of T1 Energy included a price-target increase to $15 from $7. “Heading into 2026, TE is a top pick as we believe the company represents a compelling opportunity for investors seeking exposure to U.S. solar manufacturing supported by policy like FEOC and Section 232.” Chinese solar manufacturers have dominated global supply for years, but Western markets are actively trying to reduce dependence on China through tariffs, trade restrictions, and domestic manufacturing incentives. That shift creates a real opening for U.S. based players like T1 Energy. At $15, the company would be valued at roughly a $4 billion market cap. I think this company goes much higher.

@moninvestorDec 31, 2025 · 3:53 PM

$TE may not be popular right now but I believe 2026 is going to be its best year. +157% YTD. Almost $2bn market cap. https://t.co/9RkzbAM5ZD

@blackpanthercapDec 31, 2025 · 3:47 PM

$TE and $ONDS absolutely crushing it. $TE up with 8% today. I’m about 99% sure we’ll see $TE hit +12$ in 2026. $ONDS finally broke through $10. Up with +13$ today. No doubt we’ll see $20 for $ONDS in 2026. https://t.co/3kYPgfratw

@moninvestorDec 23, 2025 · 1:27 PM

$TE Roth capital raises PT from $7 to $15. The firm names the stock its "top pick." Current price: $7.37 Upside: +104% This is an incredible price target.

@daniel_kossDec 22, 2025 · 12:56 PM

@CaesarCapitalz $TE most attractive here imho

@moninvestorDec 22, 2025 · 12:23 PM

$TE Two recent announcements connect T1 Energy to real solar demand tied to AI data centers. First, Treaty Oak Clean Energy signed long term power purchase agreements with Meta Platforms for two solar projects in Louisiana totaling 385 MW. These agreements lock Meta in as the power buyer. That allows the projects to move forward with financing, construction planning, and equipment ordering. The power produced will support Meta’s data center operations and clean energy targets. After those agreements were signed, T1 Energy entered into a three year contract to supply Treaty Oak with at least 900 MW of solar modules. The modules use high efficiency TOPCon technology. The solar cells will be made in T1’s G2 Austin facility and the modules will be assembled at its Dallas plant. Domestic content is expected to exceed 60%, which meets new federal rules and supports project economics. This single contract accounts for about 14% of T1’s expected capacity. Connect the dot: - T1 supplies the modules. - Treaty Oak builds the solar farms. - Meta buys the power for AI data centers. This puts T1 inside the supply chain for hyperscale data center power. Energy supply is one of the main constraints on data center growth. Supplying projects backed by a large, investment grade buyer like Meta shows that T1’s technology and manufacturing are suitable for mission critical power. Thanks to @accounting_ds & @vquainoo00 for the info.

@blackpanthercapDec 22, 2025 · 11:43 AM

🚨BREAKING: $TE signs 3-year deal to supply Treaty Oak Clean Energy with ≥900MW domestic solar modules from new G2_Austin fab. Direct response to surging AI data center demand: US grids face acute power shortages, with AI projected to drive 100-130GW new load by 2030. $TE is up with 7,25% in pre-market.

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