Jan. 3 at 8:04 PM
$TE should be
$20 in Q1 after last two weeks news releases over holiday. T1 now has all $ needed for G1 construction in bank. They are now FOEC compliant. They sold
$165M of 45x tax credits. TE is now derisked and still not priced in at 8. They should do a billion revenue in 2026 with 100-200M ebidta. They guide 450M ebidta for 2027 and 750M potentially in 2028. Should get 20x+ ebidta multiple like FSLR. There are only THREE stocks for entire market to bet on USA AI data center solar buildout, TE, FSLR, NXT. The rest of solar are residential or burdened by tariffs and other restrictions. Market does not get this yet. TE should be trading ~40% of
$FSLR MC ~30B eventually. Data center build bottleneck is energy and water. Gas turbines have years backlog. Nuclear will take forever. Solar is only stop gap. Only two main USA suppliers for utility scale, FSLR and TE which means if betting on AI data center and solar imo these are the only 2 real solar choices for entire market to bet on