Added to YB: 2026-05-26
Pitch date: 2026-05-22
TE [bullish]
T1 Energy Inc.
Author Info
No bio for this author
Company Info
T1 Energy Inc. provides energy solutions for solar modules and cells in the United States, Norway and internationally.
Market Cap
$2.3B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-41.75
P/E
-5.09
EV/Sales
3.22
Sector
Semiconductors and Semiconductor Equipment
Category
special_situation
Leo the God - $TE
TE: Solar module co w/ ~5GW Dallas facility (G1) & ~2.1GW Austin cell fab (G2) under construction. Q1'26 rev $178M beat $100M est; mgmt guided AI hyperscaler demand to offtake entire '27-28E capacity. Leo Aschenbrenner acquired 10M shares (top-10 position). Fuzzy Panda short report alleged FEOC noncompliance/fraud on 45x tax credits; mgmt refuted, monetized $160M credits at 91c/$ Dec'25. Roth sees $10 PT. Catalysts: G2 financing announcement by end Q2'26, potential SpaceX Austin solar tie-in. Trades $2.4B mkt cap.
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