TE T1 Energy Inc.

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 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.

$TE Adding aggressively here. Buy when others are fearful instead of chasing on the next run to $10. Nothing has changed with the thesis on this stock.

$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 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

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

$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

One guy from X, and you thought you had it rough ☹️ $TE $SPY $QQQ $TSLA $NVDA Massive drawdowns can literally suck your soul out if you don’t have steel nerves.

$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 it going to run away today or what? Would love to know if anyone followed my analysis on TE. Time cycle analysis has worked out great thus far.

$TE so they raised $50MILLION in convertible notes. They will need to pay Evervolt Green Energy Holding Pte Ltd. On the following dates: -30Sep2026: $25 million -15Oct2026: $30 million -30Oct2026: $18 million

$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?

$TE price to sales here now under 1. It’s a good deal. And buying here will look good in the future, but it’s rough right now.

$TE Eddie bought AMD at 4 thinking it was a slam dunk ….. Eddie listened to clown bears on boards like this ….. Eddie sold at nearly the absolute bottom 1.44 on fear…. Eddie’s would be shares are now worth 30 million. Don’t be an EDDIE…… Hold

$TE Seems like I was too optimistic. Soon they'll begin the reverse split and public offering phase 😄

$TE Interesting move in IBKR borrow data. Borrow fee jumped from roughly 2% to ~4.4% while shares available to short dropped from around 5M to ~2M yesterday. Not a squeeze by itself, but the combination of rising borrow costs + shrinking availability is definitely worth watching — especially with ~66M shares still reported short. Now imagine a G2 financing catalyst hitting this setup. 👀