Jw

Independent trader & investor. Started trading in 2020 with $1.5k | Not a financial advisor

[Jw @JwGoatedd]

POV: you stayed consistent & never gave up

[Jw @JwGoatedd]

$Te close to $1b expected revenue for this year alone🤣

[Moon Target Investor @investorfutur32]

$TE under 1B$... insane

[Jw @JwGoatedd]

Holy shit

[strictrope @strictrope]

Lmao. See you guys after midterms

[Jw @JwGoatedd]

$cost wait for channel support to be tested

[Jw @JwGoatedd]

$cost weekly lotto’s here?🫣

[Jw @JwGoatedd]

$intc this entry looks a lot better here

[Jw @JwGoatedd]

$2k challenge

$intc $110c 10/23

[Jw @JwGoatedd]

$googl 30% here

[Jw @JwGoatedd]

$2k challenge

$googl $360c 10/16

[Jw @JwGoatedd]

$googl trying to break out here

[Jw @JwGoatedd]

$2k challenge

$googl $360c 10/16

[Jw @JwGoatedd]

@T2G_STXRBOY999 @MoonTrades7 Holy shit your alive bro😭 legend

[Jw @JwGoatedd]

$cost weekly lotto’s here?🫣

[Jw @JwGoatedd]

Is ai over again?

[Jw @JwGoatedd]

$v out for 92%

[Jw @JwGoatedd]

$2k challenge

$v $400c 10/16 light position

[Jw @JwGoatedd]

$v going crazyy almost 100% here😮‍💨

[Jw @JwGoatedd]

$2k challenge

$v $400c 10/16 light position

[Jw @JwGoatedd]

$2k challenge

$v $400c 10/16 light position

[Jw @JwGoatedd]

$Iren holy shit🫣 we kinda knew already tho

[Kalshi Finance @Kalshi_Finance]

JUST IN: $IREN reportedly signs multi-year deal with Anthropic

[Jw @JwGoatedd]

$Te for sure

[amit @amitisinvesting]

What stock do you think gets little coverage on X or does get coverage but is very misunderstood?

Why should it have more coverage?

[Jw @JwGoatedd]

$Sndk close watch here👀

[Jw @JwGoatedd]

We ready for another week in the market?

[Jw @JwGoatedd]

$Tsla update

[Jw @JwGoatedd]

$Tsla cup & handle forming on 4h by the looks of it. Gap at $377 & $388 to be filled👀

[Jw @JwGoatedd]

@barca_bois Had nothing to back up the claims tho

[Jw @JwGoatedd]

$Te sitting at $1b mc now and you get all this.

This won’t last forever.

[Jw @JwGoatedd]

$Te For this company valued at $1.6B you get…

• $1B+ revenue run-rate potential with G1 Dallas (5GW solar modules) already ramping hard and delivering record Q1 profitability (Adj. EBITDA $9.1M)

• G1+G2 integrated run-rate $375-450M EBITDA once G2 Austin Phase 1 (2.1GW cells) hits full stride. G2 construction on track, first production targeted Q4 2026

• Leopold Aschenbrenner (Situational Awareness) dropped a $44M / 10M share position, one of the sharpest AI-thesis investors in the game voting confidence

• Cheap KORE Power acquisition (~$32M) adds battery storage + data center infrastructure. Expected positive EBITDA in 2026 and $15-20M+ EBITDA in 2027. Perfect for pairing solar + storage for AI hyperscalers

• Finland & Nordic data center optionality: Secured 50MW grid power (with 396 more MW in queue) in Norway’s cheap hydro-powered Mo i Rana site plus legacy assets in Finland (Close to 300mw). This makes T1 positioned for low-cost, renewable-powered AI infrastructure buildout in a region hungry for data center capacity which could de-risk the business thesis or even G2 Austin project itself

• Multi-year deals (900MW+ with Treaty Oak) and ongoing discussions for G2 output. Customers want domestically produced, high domestic-content modules amid IRA/FEOC rules

• Integrated US supply chain edge: Partnerships with Hemlock Semiconductor/Corning for polysilicon/wafers + domestic frames → >60% domestic content modules. Positions T1 perfectly as tariffs and reshoring accelerate

• Solar power setting new records every year. It’s fastest growing source of new electricity generation globally and in the US, driven by plunging costs, AI/data center demand, and grid modernization.

• G2 Austin financing expected soon to fuel the vertical integration (cells + modules) at a time when US power demand from AI/data centers is exploding and domestic content/IRA incentives matter more than ever

• Fully Vertically integrated US solar supply chain play exactly when grid + reshoring demand is surging

I think TE is perfectly positioned currently and at a $1.6b valuation, I have been adding heavy🫡