once you have money it is like 1000x easier to generate more money
but choosing the moment to adjust your risk tolerance is the single defining factor in who makes it and who doesn't
$TE: 🚨 CATALYST WATCH - I sized up my position further on the dip yesterday and this morning pre-market
I believe T1 Energy could rally to $10-$15 within the next few weeks once it closes a strategic financing package that will fully fund Phase I of the G2_Austin solar cell fab.
Other factors that will fuel the rally:
✅ T1 Energy expects to execute offtake agreements that could eclipse its entire G1_Dallas and G2_Austin production
✅ Short interest at all-time high of 26% or 45.3M shares as short sellers pressed heavily in anticipation of the Fuzzy Panda report which was widely shared amongst short sellers, however they did not foresee Situational Awareness becoming a large shareholder
✅Leo Aschenbrennar's Situational Awareness acquired 10M shares in Q1, becoming the 8th largest shareholder in T1 Energy bringing significant attention and awareness
✅T1 Energy represents the first and ONLY AI solar sector bet for Situational Awareness
✅ Leo started following T1 Energy's X account right after his position was disclosed on 5/18/26
✅ T1 Energy is the ONLY public company Leo follows on X
✅ As the stock approaches $11.50, 24.6M public and private warrants come into play, which if exercised would raise an additional $283M of funding unlocking Phase II for G2_Austin
credit: @pennycheck for great sleuth work that uncovered the social media nuggets
$PENG is a $2.5 billion market cap stock.
Let me show you who they work with.
Partners: $NVDA. $AMD. $INTC. SK Hynix. SK Telecom. Shell. Dell Technologies.
Customers: NASA. The US Air Force. The US Navy. Lockheed Martin. Boeing. Dolby.
Read that again.
A $2.5 billion company that NASA trusts to build their compute infrastructure. That the US Air Force and US Navy rely on for mission critical systems.
That Lockheed Martin and Boeing have chosen as their systems integrator. That partners directly with the most valuable chip companies on earth.
These are not logos on a website. These are active relationships with the most important institutions and most valuable companies in the world. Organizations at this level do not work with vendors they do not completely trust.
And the market still has not priced in the $MRVL photonic memory partnership. The Photonic Memory Appliance being built right now. Zero dollars of that revenue in any model today.
$2.5 billion market cap. Partners and customers that most public companies would never land in a lifetime.
The market has not figured this one out yet.