rafandsa

[Beneficial-Ad-7771 @BobbyKi07237912]

This is why I’m long $TE T1 Energy and why I’m holding through the volatility/drawdown.

The bear thesis is simple: G2 financing + execution risk.

But that bear thesis only has a couple quarters left to prove itself.

Every quarter G2 gets closer to completion, equipment lands, construction advances and offtakes stack up, that risk shrinks.

If G2 gets funded and comes online, the market has to start valuing T1 Energy very differently.

Why?

The U.S. doesn’t have a shortage of module assembly. It has a shortage of high-domestic-content solar supply.

The scaled competition is limited:
Qcells. First Solar. T1 Energy.
T1 Energy already has:

5 GW G1 module capacity
2.1 GW G2 Phase 1 cell capacity
900 MW Treaty Oak
641 MW Clearway
>60% domestic-content target in 2027

A few more large offtakes and G1 can get very close to fully spoken for.

Meanwhile, import-heavy and China-linked supply chains are dealing with:

FEOC + tariffs + Section 232 + customs + traceability risk.

That should make scarce domestic supply increasingly valuable.

Execution absolutely matters. G2 still has to get financed, completed and ramped.

But that’s exactly why I think this is the accumulation window.

The closer T1 Energy gets to G2 completion without the thesis breaking, the more the bear case gets squeezed and the closer we get to a potential rerating.

I’m not betting on where $TE trades next week. I’m betting on what T1 Energy looks like once G2 is online.

BTW I run a $TE holder group chat where we track filings, G2 financing, offtakes, policy, and material updates. If you'd like to join, link is below.

https://t.co/q8mrbf1PPq

[rafandsa @rafandsa]

@patricenatalie White, black, mexican, asian, indian, doesnt matter what race she is.. she sucks period lol

[rafandsa @rafandsa]

@JwInvests Our time will come

[rafandsa @rafandsa]

@StrawHatSteve12 107 turnovers as a center is completely different that 151 as a point guard btw

[rafandsa @rafandsa]

@wuckturnal Nine and its not close tbh

[windflower @chaegicheol]

$TE
T1’s GigaArctic in Mo i Rana was allocated50MW by Norwegian grid operator Statnett,with396MW waitlisted.Potential revenue structures could range from standalone execution to JV participation with global data center operators via T1's asset contribution
https://t.co/0jKhQdEhKt

[🪽 @partheredseas]

try 10 months without a new osama album

[rafandsa @rafandsa]

@ryeciaga @laptopnotebookk Yes bro the beat def

[‏۟ @yesirski]

life after highschool

[rafandsa @rafandsa]

@symplyPeaches The fact that people follow these peoples lifes after the show is so sad. Yall have mental issues and need to worry about ya own lifes

[rafandsa @rafandsa]

@BobbyKi07237912 @tdogg2213 @MarcosMillaYT @stock_analysisx This dude @tdogg2213 😂. sell and take ur loss bro this is obviously affecting ur mental health. Hope u get better

[rafandsa @rafandsa]

@Big_Homie_Vee This is the dumbest shit i ever read lmfao.

[rafandsa @rafandsa]

@mybacktothawall Terrible person. Music still bussin tho

[Sosa Ray Charles🕺🪩 @DragonBallSosa]

Nigga fuck yo gang🤣

[¡OmallY! @ReyesOmally]

$TE

Consider this within your DD.

[Gavin Davies @GavinDa83072875]

$TE has one major confirmed recent contract: a 641 MW module offtake with Clearway, supporting its G2_Austin expansion. Management has indicated it is pursuing additional G2 contracts, with disclosed customer interest exceeding expected 2027–28 capacity. A further 500 MW–1+ GW agreement could be a significant catalyst for TE. Not signed yet but certainly a question of ‘what if’

[windflower @chaegicheol]

$TE
Here is the list of top institutional holders for T1 Energy from Q2 13F filings. Most institutions increased their holdings. However, as a lagging indicator, it's unclear whether this reflects active intent or mechanical passive buying. Treat this as a secondary indicator.

[m ✶ @maarcus]

99 overall

[rafandsa @rafandsa]

@WealthTheorist $TE

[rafandsa @rafandsa]

@JwInvests Paytience