r/wallstreetbets
1M+ bet on T1 Energy (TE) PT 2
Author doubled down on TE calls, citing solar tariffs, domestic cell production, and KORE acquisition for AI datacenter BESS projects.
- Upcoming Section 232 tariffs on polysilicon and solar cells will significantly boost revenue for domestic producers.
- T1 Energy is building a rare domestic solar cell supply chain with strong projected EBITDA growth.
- The KORE acquisition provides established BESS capabilities to target lucrative AI datacenter power projects.
I wrote last week how I bet 1m+ on shares on T1 Energy. Today I doubled down on calls because a rando said I didn’t have balls.
You want some DD?
Section 232 ruling coming soon. Tarriffs to be added on polysilicon and derivatives. A 10 cent tarriff will yield an additional 100 million in revenue. Expectations 10-25 cent tarriff added on Chinese or non FEOC compliant solar cells. Majority of solar companies in USA are module builders. They don’t produce their own cells.
T1 Energy is building their own facility where they will produce their own solar cells. There’s not a lot of solar companies that are building their own domestic supply chain. Also they’re already pulling in 200m+ quarter and next year EBITDA if they can execute will be 350-450m range.
Not only that, the KORE acquisition gives them access to BESS designs which will help T1 go bid on datacenter projects. Rather spending years trying to design and build their own BESS, KORE has 50+ years of experience and 1100+ projects for utilities and governments. The acquisition will also capture more upstream value as T1 is going after datacenter AI campuses that need solar energy + battery system (BESS).
This is like Bloom Energy except for solar. Not a lot of companies under 2.5B where they’re building out a domestic supply chain + have a BESS system.
Just bought 1,000 shares. It’s been in Leopold Aschenbrenner’s portfolio but somehow this post nudged me to pull the trigger.
Look at the balls on this guy
Remind me! 14 hours
I saw this ad on your post. You ok bro?
https://preview.redd.it/if70tvlcdj7h1.jpeg?width=1179&format=pjpg&auto=webp&s=0083379244763e413911002057e14d19ce7ec009
When pump?
Went from $7.50s -> $9 so pump now?
What about second pump
It’s coming you just gotta stroke it some more 😂
Got in at 7$ a few months ago and sold at a profit, largely due to the short report? Do you have any thoughts about feoc compliance being an issue in the future given what their connection to China looks like?
The short reports way off. T1 is using Trina to source non FEOC cells rn while they’re building G2. And I’ve also replied on x that unwinding with erp can take months and years as we’ve seen with others.
Count me in to gamble on 500 shares
Also the tarriff calculation is per GW. T1 G1 facility maximum output is 5 GW a year. 10 cents = additional 500m
It’s true that nuclear is speculative. I am thinking of selling my OKLO shares for TE. By the ways, thanks for the detailed DD on TE you posted couple of days ago.
These will print, 100%
solar is gonna have its day real soon. Its on my solar watchlist... been playing flnc, arry, csiq, jks, dq, enph... i like the domestic angle you are presenting here tho... I'll start easing into te for the long haul.