ThynxEdge

just try to make sense of this world by learning as much as possible. $MU, $AMX, $ZETA, $NOK

[ThynxEdge @thynxedge]

WHAT A NIGHT. Flew back from Vegas at 4:30am just to make it back for this event and couldn’t be happier I did. @amitisinvesting your the man!! Thanks for all your hard work and allowing us to join you in this journey!!

[KawzInvests @KawzInvests]

$CIEN beat EPS by 12%, grew revenue 40% year over year, and raised full year guidance to $6.3B. The stock is 30% off its high.

The selloff had nothing to do with the business. Full year guidance came in at $6.3B. The street was modeling $6.29B. When a beat-and-raise lands exactly on consensus after a 200% run, the exit happens automatically. The $2.875B convertible offering that followed added mechanical selling pressure from hedge counterparties through its June 11 close.

Gary Smith on the call: "Visibility remains strong, well beyond our historical norms."

Hyperscalers are stitching together GPU clusters across cities, countries, and continents into a single logical training environment. The coherent optical fiber running between those sites at 800G and 1.6T is the backbone of every continentally connected AI data center being built today. That is what $CIEN builds. Number one globally in data center interconnect. Addressable market doubles to $50B by 2029. This is scale-across.

$7.7B backlog. Stock is 30% off its high with both selloff catalysts cleared.

[ThynxEdge @thynxedge]

@TradexWhisperer Any opinion on $CIEN

[ThynxEdge @thynxedge]

@retail_mourinho Check out $FPS king Mourinho great way to get exposure to the energy bottleneck

[ThynxEdge @thynxedge]

@OpenAI @sama @GeminiApp @sundarpichai @elonmusk @grok Can one of you please release a better model than Anthropic so we can all stop dealing with their stupid antics please and thank you!

[ThynxEdge @thynxedge]

Added some more $TE at 8.70

[ThynxEdge @thynxedge]

Opened a 15% position in $CIEN

[ThynxEdge @thynxedge]

$TE ABOUT TO FLYYYY HIGHHHH BABY!! I feel it in my bones

[ThynxEdge @thynxedge]

@KevInvestingYT Bruh

[ThynxEdge @thynxedge]

I just want to put this out there I do a lot of deep research for AI infrastructure stocks and one name keeps coming back near the top every time and it’s $ONTO.

$ONTO is a company that makes the inspection tools that check the HBM stacks and CoWos packaging.

I’m getting pretty interested. Last stock my models kept coming back to me over and over was $CRDO at 80 and I don’t want to repeat the same mistake

[Anp🅰️nman @spacanpanman]

$TE: ☀️ Quick AI summary on TD ACP note and how BESS deal yesterday is bullish for T1 Energy

T1’s KORE/NRI acquisition looks strategically well-timed because the TD Cowen ACP note frames BESS as moving from a renewables add-on to a mission-critical part of the AI/data-center power stack. The key market need is no longer simply “more megawatts,” but faster, cleaner, more flexible, and more reliable power. BESS helps solve exactly that through PPA firming, peak shaving, backup power, power-quality stabilization, and gas-generation optimization. That gives T1 a path to expand beyond being viewed as a solar module manufacturer into a broader U.S. power-infrastructure platform serving hyperscalers, utilities, and industrial customers facing interconnection bottlenecks, grid constraints, transformer shortages, and speed-to-power challenges.

The most bullish angle is that NRI appears to bring systems-integration and software/control expertise, not just commodity battery exposure. TD’s note emphasizes that complex data-center BESS projects require integration across inverters, UPS systems, generators, medium-voltage equipment, grid interconnection, and real-time controls—areas where experienced integrators can earn higher-value work. If T1 can use KORE/NRI to credibly offer solar plus storage plus grid-interface solutions, the acquisition could both pull through solar demand and open a much larger BESS/data-center infrastructure TAM. The main diligence point is whether NRI has enough technical depth and customer credibility to compete with Fluence, Tesla, FlexGen, Prevalon and other storage integrators, but strategically the deal gives T1 a timely and differentiated entry into one of the most constrained parts of the AI power buildout.

[Anp🅰️nman @spacanpanman]

$TE: ☀️🚨KORE NRI DEAL IS A HIGHLY ACCRETIVE AND ABSOLUTE GAME CHANGING DEAL FOR T1 ENERGY

T1 Energy is acquiring KORE Power's NRI division which is focused on designing, delivering, installing and operating utility-scale storage solutions for only $32M. T1 Energy is NOT getting into the business of battery production, but system design and deployment. This highly accretive deal is a tremendous strategic fit enabling T1 Energy to deliver end-to-end bespoke solar + battery system solutions for AI Data Centers and other customers.

✅T1 enters massive BESS market growing from 45 GWh to 143 GWh by 2035
✅ T1 can now talk to customers about generation, storage, controls, integration, and operations, rather than only modules/cells. That matters for hyperscalers and utilities that want a end-to-end power solution
✅Broadens T1's customer funnel given NRI’s history with government, national labs, utilities, developers, and industrial customers giving T1 cross-sell opportunities into customers that were not accessible previously
✅ $32M Purchase Price of Equity, Cash and Assumed Debt Closing within Q2 w/ $9.6M Earnout
✅ KORE expected to contribute $15-20M of EBITDA in 2027, valuation at 1.6-2.1x EBITDA before earnout or 2.1-2.8x EBITDA w/ full earnout. To give you an idea of the financial impact, the street expects T1 to generate $80M of EBITDA in 2026 and $246M in 2027.
✅ KORE Power NRI division has deployed 1,100 Battery Energy Storage Systems projections worldwide

👉 The announcement of this transaction tells me that the strategic funding package is pretty much a done deal

PR Details below:

T1 Energy to Enter BESS and Data Center Infrastructure Markets with Acquisition of KORE Power

Acquisition Expected to be EBITDA Accretive and Expand T1’s Commercial Reach into Battery Energy Storage Systems Development
AUSTIN, Texas and NEW YORK, June 03, 2026 (GLOBE NEWSWIRE) -- T1 Energy Inc. (NYSE: TE) (“T1,” “T1 Energy,” or the “Company”) announced this morning it has entered into a definitive agreement to acquire KORE Power, Inc., an established engineering-focused BESS (Battery Energy Storage Systems) and software solutions provider supporting industrial hyperscaler development. The purchase enterprise value consists of approximately $32 million of equity, cash, and assumption of debt at anticipated closing in Q2 2026.

The transaction is expected to provide T1 with an entry point into the energy storage and AI data center infrastructure markets through an expanded potential customer base for solar and storage solutions. The strategic centerpiece of the acquisition is KORE’s NRI division, which is focused on designing, delivering, installing and operating utility-scale energy storage solutions. The NRI team has deployed about 1,100 BESS projects worldwide and has provided solutions to the U.S. Government, National Labs, utilities, developers, and other industrial customers for over 50 years. NRI performs all its software and controls development domestically. T1 plans to rebrand KORE Power as T1 NRI following the expected close of the transaction.

The BESS market is expected to expand rapidly to serve growing power demand and AI data centers. According to Rystad Energy, the installed base of 45 GWh of utility-scale BESS in the U.S. is projected to grow to 143 GWh in 2035.

T1 expects the transaction will generate positive EBITDA1 in 2026 and contribute approximately $15 million to $20 million of EBITDA in 2027. In addition to the purchase enterprise value of $32 million, the transaction includes a total potential $9.6 million equity-based earn-out for fiscal years 2026 and 2027.

The transaction is expected to close in Q2 2026 and is subject to certain customary conditions, including approval by the KORE Power shareholders. Holders of a majority of KORE Power shares have provided undertakings to T1 confirming that they support the transaction and are expected to vote in favor of approving the transaction prior to closing.

“We're excited to welcome the NRI team to T1. They possess extraordinary capability, knowledge, and customer relationships in the energy storage and power infrastructure markets,” said Dan Barcelo, Chairman and CEO of T1 Energy. “We believe that NRI’s track record, established customer relationships, and strategic focus on battery energy storage systems will be complementary to T1’s mission of building domestic solar and battery supply chains to invigorate America with scalable, reliable, and low cost energy.”

“The combination with T1 Energy is expected to provide customers with a one-stop solution for generation, storage, system design, and ongoing operations,” said Jay Bellows, President and CEO of KORE Power. “We’re thrilled to be joining T1, which shares our commitment to building a secure, domestic energy supply chain.”

About T1 Energy

T1 Energy Inc. (NYSE: TE) is an energy solutions provider building an integrated U.S. supply chain for solar and batteries. In December 2024, T1 completed a transformative transaction, positioning the Company as one of the leading solar manufacturing companies in the United States, with a complementary solar and battery storage strategy. Based in the United States with plans to expand its operations in America, the Company is also exploring value optimization opportunities across its portfolio of assets in

https://t.co/O6nPsIOFpI

[ThynxEdge @thynxedge]

@dbull888 Opened up a 5% position at 20 looking to add more on the way down

[ThynxEdge @thynxedge]

@aleabitoreddit $NOVT ROBOTICS PLAY

[ThynxEdge @thynxedge]

@CKCapitalxx LETS GET $20😂

[ThynxEdge @thynxedge]

@Gubloinvestor Dmed you

[ThynxEdge @thynxedge]

Initiated a small 700 share position in $MX at $8 @CKCapitalxx @KawzInvests LETS RIDEE!!