$T1 Energy(TE.US) | BTIG ๐บ๐ฎ๐ถ๐ป๐๐ฎ๐ถ๐ป๐ ๐๐๐ on ๐ง๐ญ ๐๐ป๐ฒ๐ฟ๐ด๐ ๐๐ป๐ฐ., raises PT to $๐ต from $๐ด
Analyst sees US policy supporting domestic module demand and pricing, though 2026 remains a transition year.
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๐ข ๐๐๐๐ ๐๐: Trump Administration Preparing To Set Price Floor, Tariffs On Imports Of Polysilicon And Derivative Products Used In Chips And Solar Panels-sources - Reuters - $First Solar(FSLR.US) $T1 Energy(TE.US)
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โก ๐๐๐๐๐๐: $T1 Energy(TE.US) T1 Energy - Announces $120 Mln Private Offering of 4.75% Convertible Senior Notes Due 2031
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$T1 Energy(TE.US) | Needham maintains ๐๐ฎ๐ฒ on ๐๐ ๐๐ง๐๐ซ๐ ๐ฒ, ๐๐ฎ๐ญ๐ฌ ๐๐ ๐ญ๐จ $๐ ๐๐ซ๐จ๐ฆ $๐
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๐จ Pre-market buzz!
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โก ๐๐๐๐๐๐: $T1 Energy(TE.US) T1 Energy Previews Q2 Results, Raises Austin Plant Capex to $๐ฑ๐ญ๐ฌ ๐ ๐ถ๐น๐น๐ถ๐ผ๐ป
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐ง๐ญ ๐๐ป๐ฒ๐ฟ๐ด๐ expects a Q2 net loss of $๐ฏ๐ฐโ$๐ฏ๐ณ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป.โค Q2 sales are projected at approximately $๐ฎ๐ฐ๐ฑโ$๐ฎ๐ฑ๐ฑ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป.โค Solar module sales volumes reached approximately ๐ด๐ฏ๐ฑ ๐ ๐ช.โค Phase 1 Austin solar cell facility capex increased to $๐ฑ๐ญ๐ฌ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป.โค First Austin solar cell production delayed to ๐ค๐ญ ๐ฎ๐ฌ๐ฎ๐ณ.โค T1 acquired Evervolt solar patents and IP for $๐ญ๐ฏ๐ฑ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป.โค Company completed the acquisition of ๐๐ข๐ฅ๐ ๐ฃ๐ผ๐๐ฒ๐ฟ, launching the ๐ง๐ญ ๐ก๐ฅ๐ brand.โค T1 monetized $๐ฏ๐ต.๐ญ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป of 2025 Section 45X tax credits.โค Unrestricted cash totaled $๐ณ๐ต.๐ญ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป as of June 30, 2026.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Higher capex and production delay could pressure near-term execution and cash flow.โค Evervolt IP and KORE Power acquisition expand T1's clean energy platform.โค Stronger second-half production outlook supports the company's 2026 manufacturing targets. - H
๐ข ๐๐๐๐ ๐๐: $T1 Energy(TE.US) T1 Energy's G1_Dallas Solar Module Facility Earns Intertek CEA "A" Rating
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐ ๐๐ง๐๐ซ๐ ๐ฒ's ๐๐๐ G1_Dallas facility received an ๐ ๐ ๐ซ๐๐๐ from Intertek CEA.โค Assessment reviewed ๐ฉ๐ซ๐จ๐๐ฎ๐๐ญ๐ข๐จ๐ง ๐๐๐ฉ๐๐๐ข๐ฅ๐ข๐ญ๐ฒ, process controls, and quality management practices.โค Intertek CEA ranked G1_Dallas among the ๐ญ๐จ๐ฉ ๐ฌ๐จ๐ฅ๐๐ซ ๐ฆ๐จ๐๐ฎ๐ฅ๐ manufacturing facilities globally.โค Peer benchmarking found T1 modules perform on par with ๐๐ข๐๐ซ ๐ competitors.โค Modules matched industry leaders in ๐๐๐๐ข๐๐ข๐๐ง๐๐ฒ, durability, and performance metrics.โค An A grade is awarded only to manufacturers demonstrating ๐ก๐ข๐ ๐ก ๐จ๐ฉ๐๐ซ๐๐ญ๐ข๐จ๐ง๐๐ฅ and quality standards.โค Rating is a key requirement for selling ๐๐-๐๐ซ๐๐ง๐๐๐ and warranteed modules.โค Cell sourcing risk is mitigated through a ๐๐ข๐ฏ๐๐ซ๐ฌ๐ข๐๐ข๐๐ global supplier base.โค T1's G2_Austin solar cell facility is currently ๐ฎ๐ง๐๐๐ซ ๐๐จ๐ง๐ฌ๐ญ๐ซ๐ฎ๐๐ญ๐ข๐จ๐ง in Texas.โค G2_Austin Phase 1 is expected to provide ๐.๐๐๐ annual capacity starting in Q4 2026.๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:โค Independent validation may strengthen customer confidence in ๐๐'๐ฌ solar products.โค A-grade status supports T1's ability to compete with established ๐๐ข๐๐ซ ๐ manufacturers.โค Domestic cell production could reduce future ๐ฌ๐ฎ๐ฉ๐ฉ๐ฅ๐ฒ ๐๐ก๐๐ข๐ง dependence.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โค "Receiving an A grade from Intertek CEA is a meaningful independent confirmation of what our team has been building in Texas. We built G1_Dallas to produce modules that customers can rely on for decades to come. This rating reflects that commitment." โ ๐๐๐ง ๐๐๐ซ๐๐๐ฅ๐จ, Chairman and CEO of T1 Energy._ - H
$T1 Energy(TE.US) | Bernstein ๐ข๐ง๐ข๐ญ๐ข๐๐ญ๐๐ฌ ๐๐ ๐๐ง๐๐ซ๐ ๐ฒ with a ๐๐๐ซ๐ค๐๐ญ ๐๐๐ซ๐๐จ๐ซ๐ฆ rating, sets ๐๐ ๐๐ญ $๐.๐๐
Analyst avows TE has shifted from batteries to solar modules, but a patent dispute and project execution risks warrant a Market-Perform rating. - M
It's now been 17 days since Leopold released his newest trades
So far, they've been crushingHere's the performance since they came out1. Sandisk $Sandisk(SNDK.US): +33%2. Nebius Group $Nebius(NBIS.US) (released on May 27th): +6.8%3. T1 Energy $T1 Energy(TE.US): +57%4. Bloom Energy $Bloom Energy(BE.US): +8%5. CorewWeave $Coreweave(CRWV.US): +2%6. Core Scientific $Core Scientific, Inc.(CORZ.US): +17%7. Iren $IREN(IREN.US): +20%8. Applied Digital $ALPD: +9%9. Riot Platforms $Riot Platforms(RIOT.US): +16%10. CleanSpark $CleanSpark(CLSK.US): +24%11. Solaris Energy $Solaris Energy Infrastructure(SEI.US): +2%12. Bitdeer Tech $Bitdeer Tech(BTDR.US): +46%13. Keel Infrastructure $Keel Infrastructure(KEEL.US): +43%Pretty insane numbers. - H
๐จ Pre-market buzz!
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$T1 Energy(TE.US) | Northland ๐ข๐ง๐ข๐ญ๐ข๐๐ญ๐๐ฌ ๐๐ ๐๐ง๐๐ซ๐ ๐ฒ with ๐๐ฎ๐ญ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ, sets ๐๐ ๐๐ญ $๐๐
Analyst sees T1 Energy as a key player in the US solar supply chain, benefiting from reshoring trends and regulatory tailwinds despite ramp-up risks. - H
Fuzz Panda: We Are Short $T1 Energy(TE.US) T1 Energy
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Leopold Aschenbrenner's positions are finally out โ the latest equity holdings of the Situational Awareness Fund:
$878.7M โ Bloom Energy $Bloom Energy(BE.US)
$724.4M โ SanDisk $Sandisk(SNDK.US)
$556.1M โ CoreWeave $Coreweave(CRWV.US)
$401M โ Iren Limited $IREN(IREN.US)
$389.1M โ Core Scientific $Core Scientific, Inc.(CORZ.US)
$320M โ Applied Digital $Applied Digital(APLD.US)
$142.2M โ Riot Platforms $Riot Platforms(RIOT.US)
$104.5M โ CleanSpark $CleanSpark(CLSK.US)
$62.5M โ Solaris $Solaris Energy Infrastructure(SEI.US)
$43.9M โ T1 Energy $T1 Energy(TE.US)
$38.8M โ Bitfarms
$29.8M โ Bitdeer $Bitdeer Tech(BTDR.US)
$26.3M โ Power Solutions $Power Solutions(PSIX.US)
$21M โ Corning $Corning(GLW.US)
$20.9M โ WhiteFiber $Whitefiber(WYFI.US)
$20.2M โ $AMD(AMD.US)
$19.9M โ Babcock and Wilcox $Babcock & Wilcox(BW.US)
$18.1M โ SharonAI $SharonAI(SHAZ.US)
$13.1M โ ProPetro $ProPetro(PUMP.US)
$10.3M โ $VanEck Semiconductor ETF(SMH.US)
$8.9M โ Intel $Intel(INTC.US)
$7.6M โ Taiwan Semi $Taiwan Semiconductor(TSM.US)
$6.4M โ Hive Digital $HIVE Digital Tech(HIVE.US)
$6.1M โ $ASML(ASML.US)
$5.9M โ Micron $Micron Tech(MU.US)
1. The most notable change is the substantial new/increased positions in Bitcoin mining stocks and power infrastructure stocks, including CLSK CleanSpark ($104.5M), TE T1 Energy ($43.9M), PSIX Power Solutions ($26.3M), BW Babcock & Wilcox ($19.9M), SHAZ SharonAI ($18.1M), PUMP ProPetro ($13.1M), as well as Bitfarms ($38.8M) and BTDR Bitdeer ($29.8M).
2. New or significantly increased positions were established in a number of smaller semiconductor-related holdings: AMD ($20.2M), TSM Taiwan Semi ($7.6M), ASML ($6.1M), MU Micron ($5.9M), the Semiconductor ETF SMH ($10.3M), and INTC Intel ($8.9M).
This suggests the fund is taking a more refined approach to specific segments of the AI supply chain โ such as advanced-node manufacturing, memory, and equipment. Whereas the fund may previously have held a cautious or hedged stance on semiconductors as a whole, this quarter it has shifted to a partially bullish view on select names. This looks more like a risk rebalancing move than a major directional change.
3. The portfolio is pivoting toward a more focused combination of miners + energy + data centers.