TE T1 Energy Inc.

$TE this is my second biggest holding, under IREN! So happy to see it pumping. Had my TE t shirt delivered last week! Have to support the brand!

$TE The Norway data center opportunity may be bigger than the market realizes. T1 already has 50 MW allocated for the first phase at Giga Arctic, with the relevant 161,000 sq. ft. now approved for data center use. Separately, T1 is appealing the withdrawal of an additional 60 MW. If successful, near-term available capacity could increase to 110 MW. According to ChatGPT T1 also holds a grid-queue position targeting up to 396 MW in total, while the existing 926,000 sq. ft. building provides substantial expansion potential. The next major catalyst is not another concept announcement—it is a binding customer, lease, JV or asset-sale agreement. With multiple counterparties reportedly in discussions and Pareto advising the process, Giga Arctic could become a meaningful source of shareholder value. Bullish, but execution and deal structure remain key.

$TE This is getting interesting. Reported short interest is now ~67.2M shares, roughly 30% of the float. Meanwhile, IBKR borrow availability has collapsed from around 8–12M shares in July to roughly 500K, while the borrow fee has nearly doubled. The fee itself isn’t extreme yet, but the combination of massive short interest, rapidly shrinking availability and rising borrow costs is notable. If availability approaches zero and $TE reclaims $4.46–$4.70 on strong volume, shorts could come under real pressure. Squeeze setup building — catalyst still needed. 🔥

$TE Nice comeback. Good sign. And closed above the 20 SMA. So close to being above the 20 VWMA. Getting more bullish by the day.

$TE "House passes bill to shield Americans from data center energy costs". Good for T1 since it would force more (green) energy infrastructure build-outs?

$TE The SpaceX rumor is unverified, but the underlying setup is worth watching. T1 has officially confirmed active discussions with multiple counterparties regarding Giga Arctic and potential structures, including partnerships/JVs with established data-center operators. The site already has 50 MW allocated with a pathway toward 396 MW and could be operational as a data center in 2027. Given the massive power demand from AI infrastructure, a major strategic partner would make a lot of sense. Who that partner is remains the big question.

$TE - I dont plan on selling until 10 years, so I careless where the price action goes this month.

$TE OMG! 67 million now. 17 million under $6. Shorts seems pretty sure to close gap at $2.72 and further deleys. This is going to shortsqueeze so hard with good news.

$TE What I want to see today: 1. Higher high so $4.50+ 2. Green daily candle 3. Lots of volume - ideally more than $40 million shares Would dramatically increase the chances next move up has begun.

$TE According to the two latest SI reports there are 18million shares shorted at $6 and under. Short stop-losses will kick in heavily when we break $6, be patient, no chance that they have covered with this low volume and good news. Shorters have very little knowledge and interest to what's going on with the European assets. This can be the perfect storm with financing news on top of this 👏.

$TE I entered at $4.10. last time we touched $3.50 it bounced for six consecutive days almost touching $6.50. It's a good idea to add today.

$TE almost 100% confident that this dip happened from algos misinterpreting a prospectus to supplement shelf registration as a new registration for issuance of shares

$TE Real upside through G2_Austin and U.S. solar manufacturing, but this is still a financing story. The $120M July converts are closed and active at $4.46, creating roughly 26.9M potential shares—32.3M max; He $5.80 for 20 of 30 trading days only opens early conversion eligibility, it doesn’t automatically dump shares. I like it as a speculative swing, but not heavy until the larger G2 financing is secured and the chart confirms the capital needs and convertible overhang are too large to ignore. Bullish divergence on Daily 4.65/4.02

$TE the 5.00 wall was massive but was overtaken so easily. Wow that was quick work of that little shorts wall.

$TE looks ready to MOON! 🚀 Sitting right in the apex of its wedge, get ready to play the break and retest! Retest trigger at $4.75; targeting the 50DMA 🎯

$TE T1 Energy (TE) tumbled 5.2% in Monday's trading as J.P. Morgan started coverage with a Neutral rating and $5 price target, saying it is well positioned to benefit from government initiatives to expand U.S.-based solar manufacturing and viewing industry pricing discovery over the next several months related to Section 232, successful capital raise activity to fund G2 manufacturing, and execution of ramping G2 output as key catalysts. Ahead of these critical catalysts, however, JPM analyst Mark Strouse sees the stock's risk-reward as balanced and noted financing for a significant amount of the ~$500M G2 first phase capex remains uncontracted, which is an overhang for the shares. In a highly competitive solar module manufacturing market, Strouse believes T1's (TE) advantages center around its operational 5 GW U.S. module manufacturing facility; the first phase of its U.S. cell manufacturing facility, which is expected to reach initial production in Q1 2027

$TE “JPMorgan initiated coverage of T1 Energy with a Neutral rating and $5” guess we’re stuck down here for a while then…

$TE Wow — borrow fee has jumped ~4x to 1.8%, while shares available to borrow have dropped sharply. Shorting conditions are tightening fast. 👀

$TE → produces energy equipment / solar infrastructure $BE → provides onsite electricity generation $IREN → owns data centers and sells AI compute Even if not direct competitors, they all operate under the broader AI/data-center power infrastructure theme. $BE is up 61% since its recent July lows $IREN is up 55% since its recent July lows $TE is only up 33% since its recent July lows 👀 $TE looks like it has some catching up to do and could provide good opportunity in the coming weeks!

$TE If we get a drop and close sub $4.30, I will be waiting for support levels before buying back in. Key support would be the $3.50 low under $4.20. Under $3.50 then sub $3.00 would open up....which I think would be an extremely valuable area to buy.