TE T1 Energy Inc.

$TE Institutions virtually wiped out every weak hand from 12’s all the way to 2.09 If you held congratulations because she going run dollars with no sellers above! They are gone

Commerce just granted $TE a Section 232 waiver to import 1.725 GW of solar cells while T1 builds its Texas cell plant. This is the first public proof that Commerce is handing out 232 waivers to companies building US cell plants. $TOYO is on the exact same path. Texas module plant running, Texas cell plant under construction, and $TOYO already filed its 232 term sheet with Commerce. It's waiting on guidance. This is the precedent $TOYO needed.

$TE 📝 T1 Energy Inc. signed offtake deals for more than 1.58 GW of TOPCon solar modules, including with subsidiaries of Avantus, to be supplied from its G1 Dallas facility in 2027-2028 using imported and domestically produced cells. Prioritized by relevance

$TE On X, The White House reposted TE 1 Energy’s post…thinking we know where funds will be coming from. Who’s ready to make some money?!

$TE Meinhardt and Associates is leading a massive $5,000,000 expansion for $TE at their solar manufacturing facility in Wilmer, Texas. The project kicks off 10/15/26 and will add new structural upgrades to the 1.2M+ sq. ft. campus by April 2027.

$TE My wave count for the long-term has to reset now with this week's sub 3.50 close. We have officially tagged the .50 macro fib. That technically could be support but with the AI related symbols showing signs of a deeper pullback the probability is higher now to go lower. The next macro fib area down is $2.49.

$TE For folks who are planning to hold this long term ... I think this is a cash flow play; The intellectual property (IP) Evervolt sold to T1 Energy gives T1 ownership of the underlying technology used to manufacture high-efficiency solar cells and solar modules using TOPCon technology. T1 was already licensing this technology. The $135 million acquisition allows T1 to own the IP rather than continue paying to use it. That has financial, manufacturing, and strategic implications. According to T1's Q2 2026 earnings presentation, the company expects to eliminate approximately $25 million–$40 million in annual licensing fees under its previous IP agreement. T1 also characterized the transaction as having a positive net present value, even without assuming revenue from licensing the technology to third parties.

I gave you $TE at $4. Now it’s $2.75 I gave you $IREN at $40. Now it’s $27.80 I gave you $AAOI at $120. Now it’s $78. I gave you $NBIS at $235. Now it’s $169.

$TE Cant find a single piece of news about the company. One would expect that they would at least try reassure, or update shareholders every now and then. Marketcap already sub $1B

$TE shorting against institutional buying is not the smartest decision - all we have to do is HOLD and buy more until short positions will be forced to cover… and with 30% shorted this will turn into rocket 🍋💲🚀

$TE massive, white house reposted their Austin factory tweet, this is going back to 12$

$TE you could off been buying from 5-12 a share, NOW you can for 2 bucks. NO brainer For T1 Energy Inc. (NYSE: TE), the analyst consensus revenue projection for 2027 (fiscal year ending December 2027) is approximately $1.37 billion. $QQQ

$TE Evervolt received 13.62M shares at ~$4.41, the second tranche at ~$3.45 and the latest tranche at ~$3.01. The weighted average price across the first three tranches is approximately $3.73, well above the current market price. T1 preserved cash, secured critical U.S. solar IP and Evervolt has little economic incentive to dump its remaining shares at $2.38. Approximately 12.2M shares are still deferred by the 4.99% ownership cap, limiting immediate selling pressure. Bullish for liquidity, IP ownership and long-term vertical integration. $TE

$TE this is officially the most money I've ever lost (on paper). So fuck it, I'll buy more

$TE wow, sad to see this getting crushed! Why, though? It was on my watchlist and looked like a promising company. Is it dirt cheap now, or cheap for a reason? Trying to figure out if it’s an opportunity or a trap.

$TE power demand! Too big to fail... Loading 800-1000 more data centers being built in USA alone It makes the connectors, busbars, cable assemblies, and power-distribution components used inside data centers, AI racks, electrical grids, EVs, and industrial systems. These parts move and distribute power reliably (including high-current and high-voltage DC solutions for AI infrastructure) $QQQ

$TE the KOSPI unwind started something ugly here, but so far nothing has changed. They're going to use the arctic campus as a revenue stream to get G2 financing secured, it's going through the process, albeit late. Still a real company, the sun still creates energy.

$TE All the analysis, forecasts seemed so great, are we still sure this company won't go bankrupt at this point? I saw 3 days ending in green and 200 in red, crazy

$TE The 1.725 GW solar cell import waiver is a major step forward for T1 Energy. This isn’t just about securing supply for G1 Dallas. It’s about removing a significant operational risk ahead of the G2 financing package. With supply continuity secured, T1 is in a stronger position to negotiate long-term financing and execute its domestic manufacturing strategy. One major uncertainty removed. Financing could be the next catalyst. The market may be underestimating the significance of today’s announcement. $TE

$TE Is anyone here located near Austin, Texas, who could take a look at the T1 Energy G2 construction site? It would be extremely interesting to know whether there is actually any significant construction activity still going on. We are becoming increasingly sceptical about the progress of this project. The latest pictures were rather shocking, to put it mildly. Even a quick look from a nearby public road could give us a better idea of what is really happening on site. Are there workers, construction vehicles, cranes or any visible signs of ongoing construction? At this point, some independent, firsthand observations would be far more reassuring than continued silence from management. Is anyone in the area willing to check?