Dec. 30 at 2:57 PM
Congrats to
$TE (T1 Energy), shareholders today! Incremental but meaningful progress
I’ve stayed cautious with
$TE: young (reborn) company, manufacturing + ramping is hard, so I prefer step by step.
Today was an important one:
• FEOC materially de-risked (no longer binary)
•
$160M of 45X credits sold at
$0.91 → real money validation
• Funding risk down, G2 construction strengthened
• Non-FEOC supply secured for part of 2026, clear path to fully domestic via G2
Still underfollowed: only 5 analysts, PTs
$6–
$15 (avg
$8.9).
I’ve moved recently
$TE to medium conviction.
Path to my 2026–27 PTs is clearer now.
High conviction comes with G2 production + ramp (likely H2’26).
Execution first.@theory2
$OKTA $FTNT $PANW