Sep. 5 at 8:49 PM
$TE → produces energy equipment / solar infrastructure
$BE → provides onsite electricity generation
$IREN → owns data centers and sells AI compute
Even if not direct competitors, they all operate under the broader AI/data-center power infrastructure theme.
$BE is up 61% since its recent July lows
$IREN is up 55% since its recent July lows
$TE is only up 33% since its recent July lows 👀
$TE looks like it has some catching up to do and could provide good opportunity in the coming weeks!