TE T1 Energy Inc.

$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 I re-analyzed my longer term wave count for TE and there is a chance that a new wave 5 is about to begin. Initially I was under the impression that W5 may have been complete. If true, this would then materialize for TE getting to $18+ in the next 6-8 months.

$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.

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 If you are tracking the stock over the next two quarters, $4.50 serves as the critical pivot line. A definitive announcement regarding the G2 financing structure will dictate whether TE snaps back toward its analyst consensus targets or languishes under ongoing capital structure fears. But this is no Amazon !!!

$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 Steel, decking, and concrete are the easy part. Looking forward to an update on the things that actually determine whether it runs: funding (without dilution), customers, and output.

$TE It almost seems like this company no longer has a management team. They’ve completely disappeared off the radar. Months of absolute silence, no updates, no communication, no transparency whatsoever. It’s as if management has gone into hiding. Absolutely disgraceful and completely unacceptable for a publicly traded company.

$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 – Dilution is the key issue here. NEW FILINGS: The $25M Evervolt payment was settled with 7.246M shares, implying roughly $3.45/share. 5M shares were issued immediately, with another 2.246M held back due to the 4.99% ownership cap. Positive: T1 preserves $25M in cash for G2. Negative: shareholders absorb the dilution + potential selling overhang, with another $48M of Evervolt payments still due in October. The big question now: Will the remaining $48M also be paid in shares? G2 financing becomes even more important from here.

$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. 👀

$TE Would be nice to see this thing hold $4.30 but not holding my breath on a day like today.

$TE By 2028 EOY, T1 may be functioning as three distinct business units with each unit having overlap with the others. 1. 100% American integrated solar panel manufacturer. 2. JV European datacenter owner/operator 3. American datacenter installation materials and services provider {solar panels (material) and battery (engineering services)}. RAMP (Milestones to get there): G2 PH1 and PH2 (2027-2028) MO RANA PH1, PH2 & PH3(?) ('27-'30) With sustained execution, SP doubling yearly 2026-2030. MINIMUM.

$TE Delist this loser company w pathetic leadership who is clueless to put it kindly

$TE in down over 20k on this POS. If it wasnt for this, my portfolio would have been up way more! I will give it a bit more time, until the financing story has an outcome.

$TE looks like a nice buying opportunity. Was never realistic that it'd rally 300% in a year. He's still got a 100%+ PT

Is it finally time?! Just waiting for $TE to close above the 50 Monthly MA or ~$4.70 as call entry!