Jw

Independent trader & investor. Not a financial advisor & nothing is financial advice.

[Jw @JwTrading_]

POV: you stayed consistent & never gave up

[Jw @JwTrading_]

@legendtrades45 Yes about 70%

[Jw @JwTrading_]

$Te Now valued at $1.3b, you get all this🤣

Yes we need financing news, but I have never been more bullish.

[Jw @JwTrading_]

$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🫡

[Jw @JwTrading_]

And people are bearish $iren 🤣

[Kalshi Finance @Kalshi_Finance]

BREAKING: US data centers set to triple by 2030 as tech companies prepare for a projected $7 trillion spending boom

[Jw @JwTrading_]

@wolfofscotty Took a lot of grey hairs to get there

[Jw @JwTrading_]

POV: you stayed consistent & never gave up

[Jw @JwTrading_]

@plutoelputo I love selling options, less riskier way to make premium

[Jw @JwTrading_]

@kp3690kp Likely weeklies

[Jw @JwTrading_]

$Nbis Waiting for this handle to form before hopping back in calls.

Absolute insane setup rn🫣

[Jw @JwTrading_]

@Tanr45 None yet, keeping an eye on the set up tho

[Jw @JwTrading_]

On watch for this week👀

$Tsla $Aapl $Nbis $Panw

Who’s ready for this week?!

[Jw @JwTrading_]

@beaunash67 👀

[Jw @JwTrading_]

I am up over 100% in the main port this past week🫣

I called out:

$Tsla $400c went from 3.40 -> 9.35, 175% gain.

$Aapl $320c went from 2.08 -> 7.48, 267% gain.

$Nbis $220c went from 3.35 -> 1340, 300% gain.

$Meta $600c 1.42->1820, 1200% gain.

Market is closed tomorrow, hope everyone enjoys the 3 day weekend

[Jw @JwTrading_]

@SpareTimeEquity 🔥🔥

[Jw @JwTrading_]

Introducing the $500->$10k challenge starting Tuesday.

I’ll be calling out my trades and see how far we can get to in this challenge.

Don’t miss it🫡

[Jw @JwTrading_]

@PhuongTNguyen Started in 2020, little over 5 years

[Jw @JwTrading_]

@TakinTrades Patience brother

[Jw @JwTrading_]

@WLFJMS Right here on x

[Jw @JwTrading_]

@Spiralout_one Very possible

[Jw @JwTrading_]

@Tanr45 235 weeklies maybe next week

[Jw @JwTrading_]

@Spiralout_one Doesn’t hurt for another one to form

[Jw @JwTrading_]

@BruunAnalytics Weekly

[Jw @JwTrading_]

@Tanr45 More like 218-220

[Jw @JwTrading_]

@Tanr45 1h & 1d