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

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

$TE We need more TE guys in $CSIQ If you already hold $TE , understanding $CSIQ is a piece of cake. CSIQ has 2x the production capacity TE has. 10W of modules in Texas. 6.3GW solar cell factory ALREADY OPERATING (TE still waiting for FINANCING...) CSIQ is ~1-3yrs ahead of TE. CSIQ just reported 13GWs and $4.5B in backlog, contracted orders for their US solar. Multiples of what TE has... So easy to understand... at ~50% lower valuation. And a lot more assets. (Huge in BESS, same size and more profitable then $FLNC , and huge in project development, with BlackRock investing $500M in their subsidiary, at $2.5B valuation...) You get all this, for less than $1B in market cap... I'm sure a couple of smart $TE investors are able to recognize the value gap.

$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 $TE 👀 BNY Mellon just opened a new position of 819K shares (~$7.8M). Interesting timing with Giga Arctic + data center plans. Institutional interest starting to show up? Worth watching. 🚀

$TE It is inevitable that T1’s products will be bought as the demand for (green) energy to power data centers is exponentially growing and the fastest route to additional power given shortages and leadings for gas turbines etc will drive accelerated development of solar + BESS which is the sweet spot for T1 Energy. I would not be surprised if they are rapidly acquired by a hyperscaler or similar to vertically integrate the key bottleneck for AI DC growth.

$TE One part of the T1 vision I think the market is still underestimating: the Evervolt TOPCon IP acquisition. This isn’t just about owning patents. T1 says the deal: • eliminates ~$25–40M/year in projected licensing fees • is NPV-positive even assuming ZERO third-party licensing revenue • gives T1 control of foundational U.S. TOPCon IP • creates the potential to license the technology to third parties • strengthens the fully integrated U.S. supply-chain strategy And Barcelo confirmed they are already exploring conversations with potential U.S. TOPCon licensees. Think about the strategic stack: 🇺🇸 Hemlock polysilicon → 🇺🇸 Corning wafers → T1-owned TOPCon IP → G2 Austin cells → G1 Dallas modules → BESS / energy infrastructure If T1 eventually adds meaningful third-party licensing revenue, this becomes more than a manufacturing story — there is a potentially high-margin IP component as well. It is not nothing🤩 it’s the key for scaling .

$TE I think we may have witnessed a historic opportunity. Thatswhy, I have to mention it again: The market focused almost entirely on the convertible and dilution — while largely overlooking what T1 actually acquired. THE convertible got the headlines. The strategic value of the TOPCon IP may still be significantly underappreciated. This could turn out to be much bigger than the market initially realized. $TE

$TE Wow haven’t look at this since it became $TE what was once a promising stock now looks like a dog with a reverse split about to happen. That 20yo with 100 billion in bad trades killed it. 😡

Higher high confirmed on $TE Next I want to see a move above $6.30 Long term target remains the same NFA

$TE (T1 Energy) is a U.S. solar manufacturer. The daily chart shows a downtrend from $12.49 that just got tested. Price flushed to $3.49 in August, held the $4.05 support line, and today’s $5.19 close (+13% on 20M shares) is the first serious touch of the descending trendline. That line is the breakout level. Until it is cleared and held, this is a bounce inside a decline — not a new uptrend. The business: G1 Dallas is already shipping modules; G2 Austin cells are still being built. Q2 sales were $250 million, but the company is not profitable yet. Policy and domestic-content demand help the story. Dilution and factory execution are the risks. Next earnings: November 6. Simple read: $4.05 must hold. The blue trendline must break. Then the structure changes. NFA. $TE

$TE WAS TOO EASY $5.35 is the next resistance I still believe we are early as the price target is $17 NFA

$TE look at that chart. This the best opportunity to go down a little tomorrow and make a massive run on monday.

$TE Something is wrong with the TE page I cannot see my post and the last post are these. Is there some thing wrong?

$TE There are times when 'hopeful' best describes your stock market positions. I thought I was a bull - and I was. Still am. But now I am a nervous bull, who loses a little sleep. Still, this is the life I chose, so on we go.......

$TE It's a good probability that TE is basing in the 4's. Based on past price action this can last another 2-3 weeks. So I am looking for $4.20-4.30 to ideally act as support for the next couple of weeks as the daily cycle we are in has technically turned negative when we say the low $4's last Wednesday. To the upside what would be best are weekly closes at $5.15 or higher to reverse the cycle negativity. With TE being so highly volatile though, I would suspect there isn't a clean bullish run building yet unless news comes out. Cycle bottom should hit late next week or the week after that. Picture will be come clearer by then if the bottom is in.