Reddit Posts
Borrowed $150K From My Wife to Buy TE LEAPS. If I'm Wrong, the Lamborghini Gets Sold.
I've made a lot of mistakes since I started in late February, but I don't think opening all these positions today is one of them.
Leopold Aschenbrenner just filed his Q1 2026 trades with the SEC His tracker's been live since March 5th It's up ~78%, even with the delay Today the portfolio was rebalanced to match his latest trades. Screenshot from: Stock Insider App
HEDGIES KNOW SOMETHING WE DON’T? RIDING THE SOLAR TRAIN!
LOOK AT THE REGARD WHO PAPER HANDED $3K ON BIRD
$TE: High-Conviction Play on Solar Manufacturing & AI-Driven Energy Demand?
Iran mocks Trump amid Middle East conflict: ‘White House is now begging the world—incl India—to buy Russian crude'
QATAR ARRÊTE GAZ LNG ! FOU >> USEG actions fais attention au bullrun
Short USAR today !! With so much dilution coming.
Is solar a potential 5x bet given Trump/Chamath/Elon vibes? ($ENPH, $TE)
The Microgrid Stack Is Bigger Than One Company: Control, Storage, And Hardware All Matter
Playmoney-stocks - worth holding?
Hit 550k NW at 24, should I continue being conservative or start taking some risk
$uper Hitter List To Get In Before Big Explotions Coming! $$$
Niche ETF portfolio as a first portfolio - doing everything right?
US Expects To Add 32GW Of Solar Capacity In The Next 12 Months
US Expects To Add 32GW Of Solar Capacity In The Next 12 Months
US Expects To Add 32GW Of Solar Capacity In The Next 12 Months
The whole US will be suckling on these $TE-ets and it’ll feel so good…
$TE: Found a massive valuation gap. Factset analysts have a $97.50 consensus target. It's currently trading at $3.70. That's a 2,535% upside.
HOND, OKLO's younger sibling but without the baggage
$HOND ➡️ $IMSR | The Nuclear Play That Hasn't Ripped Yet
$HOND ➡️ $IMSR | The Nuclear Play That Hasn't Ripped Yet
$HOND ➡️ $IMSR | The Nuclear Play That Hasn't Ripped Yet
TE Connectivity Sees Strategic Momentum Despite Market Volatility
Mentions
TE isn't really a penny stock. Smaller, sure, but they're building serious domestic solar panel supply, which if they can stay eligible has huge tax benefits for purchasers of solar panels so really drives demand. I'm long 3k shares or so with a $5ish price average. Bought a bunch during lockup expiration and trade through it on a wheel as it is volatile.
The selloff started cuz of the OBBA credits expiring for new facilities needing to start before July 4 and there’s also section 232 uncertainty because the gov pushed it back to August. And then G2 financing hasn’t been announced. All of this doesn’t mean TE is set to fail. Look at their acc receivable and outgoing inventory over the last 8 quarters. They’re ramping up quickly.
TE is a company I've made thousands of dollars on... However, I've also lost thousands of dollars. Best of luck, chap
Everything is dropping at the moment and every single stock in related industries started dipping at the exact same time. It almost doesn't matter what you buy or get calls on, you have to just hope the entire market turns around and recovers starting today for some reason. You can overlap BE, TE, XE, all the memory, storage, semiconductors, etc. And they've all moved together, dipped on the same days and are continuing to crash. Puts may actually make money unless you're expecting some massive news that turns things around for all companies globally. TE could report 19x YOY profits tomorrow like Samsung did and they'd still keep diving.
AI data centers are going to use Solar. Google just purchased a solar panel system + BESS. Hyperscalers are getting into it. [Google to partner with Steel River Energy Center in Arkansas](https://blog.google/innovation-and-ai/infrastructure-and-cloud/global-network/steel-river-arkansas/) TE contributes about 7-10% of the current commercial solar market and expecting to be 15% in the coming years. It's going to be the 2nd largest module public manufacturer behind FSLR but T1 Energy's panels are made of polysilicon which is semiconductor adjacent while FSLR uses cad thin.
Oh hey man - I’ve been following you on TE a bit. Whats your PT on this play?
And of the new expansion, how much is from TE. This does not feel like a good play AI data centres are not gonna use Solar, they will use nuclear and natural gas
Why TE man? What makes TE such a good buy
Dang im bullish on TE but not regarded enough to ask others to put their moneys worth in it
You borrowed 150k off your wife when you already have a lambo to gamble on TE ? Does her bf know about this? Regarded a f
Down %33 on $TE I need all solar panel producers to be destroyed
All beta is being demolished. RKLB, QS, TE, RXRX… market doesn’t care what sector.
All it takes it one 0TE Friday .01-1.00 with 900 contracts to get back
You know what's interesting is Leopold's 13F is due August 14, section 232 deadline is due around then, and we have $TE's Q2 earnings all in that same week. Could be a triple catalyst event.
I agree with this take 100%. That’s why I haven’t sold any of my shares. I think market is too busy trying to figure out where the spend from hyperscalers will get cut. But $TE I think wins regardless. Like you said time will tell.
Yeah I really like them. I think this google news will push solar and TE with it imo, but let’s see.
it is indeed!! https://www.aistockselection.com/en/explorar?ticker=TE. look at those numbers!! come on... 🔮 Forward estimates· analyst consensus 📊 Revenue· YoY growth (consensus)7 analysts · dispersion 45% Next Q**+42.8%** \+1 Q**+13.9%** This FY**+23.5%** Next FY**+47.2%**
Any of these worth buying? $TE AMPX or INFQ, Thanks
I’ve traded them in the past, just one of the stocks I don’t like price action on, but that’s just cause I lost money trading it lol. Also haven’t looked much into them fundamentally, I really like $SHLS and $TE story, which I’ve talked about extensively.
My TE bags are getting heavy
$TE is actually dog shit but who knows maybe someday right
my $TE position sure as fuck hopes so
You've just got too many D's TE
btw i regret not adding TE on dip today lol
Bought a bunch TE calls today so probably red tomorrow
can we see fresh screenshots of your current holding, i’m currently TE holder, it has been darkest day ever
Tracking and benchmarking are different of course. Tracking errors are certainly in active management since TE is pretty much just the deviation between portfolio performance and the benchmark. In actively managed it’s sometimes referred to as active risk.
Check some high beta names that you have major conviction. BE, NBIS, TE + other neoclouds/energy/infra names are good candidates. Cash secured puts for now
More TE. T1 energy is going to have a massive jump by august. Also AVUV
TE has been increasing revenue. Their PE has stayed about the same, considering the price was $4 back in April
He also is in TE (T1 Energy) which trades just under $9 a share. Could be the the next BE (Bloom Energy; semi kidding). Leopold has a number of wins. I’m buying SHAZ tomorrow. Thanks.
ASTS RKLB LUNR TE etc
**Why did Trina Solar sell all 22.5M shares on may 21, does it gonna affect TE?**
1hr 15min TE puts loaded. Let's see what ya got SPY.
Yes, but this fits the my investment style. I personally invest in companies that on face value look like business A (due to the largest segment being related to business A), but have a segment or product set that gives me exposure to what I believe will be a hot thematic in the market (business B). This is very speculative and narrative driven type of investment strategy, but it's something that has worked for me beautifully and consistently for years. I believe TE fits that, and I just like $SHLS lol.
The SHLS vs TE framing is the right way to think about it, one is a cash-flowing infrastructure niche with a record backlog, the other is an industrial policy bet that needs G2 to actually qualify and KORE to close and perform. Most people lump solar names together and miss that distinction entirely.
Can someone let TE know that semis are cool again? 🤨
What do u think bro how much TE can go in short period of time $16?
i can finally offload my TE bags
I was not aware of TE Will be watching this.
Thanks! Got in TE 750 at 8.8 before the pop! Thinking I might go bigger on both these plays!
I mean it’s just not, plenty of stocks made new 52wk lows and 52wk highs today TE and KEEL both up 10%, googl down 6%, do you know what pinned means bro 😂
I just sold covered calls for end of July and if it hits those prices gonna let it go I have it laddered from $12.50 -> $16.00 at the moment but long term I can see TE hitting $50-85 range.
Some guy invested $2M in TE. I followed him and made a decent amount of money on it so far.
yesterday I gave you 3 money making plays. NBIS MU TE (3 of 3 printed hard) Today i give you: MU NBIS aaaaaand RDDT she is about to bust hardddddddd
Anyone in on $TE? Bought some 1000 shares at $8.6
Thank you I already enjoyed them, since the market did exactly what I felt it would do. My positions in AVGO, KEEL, GLXY, WULF, TE agree with you in part.
I don't even know what TE does and i used own like $76
FSLR, NBIS, META, TE to name a few. But I will wait until tomorrow for the dust to settle a little
i personally think the easy money on MU has been made, there’s still upside but NBIS and TE are in another league
I tald you 3 stocks this morning pre-market. NBIS, MU, TE NBIS -> RIPPING TE -> RIPPING MU -> fueling???
MU to 1200 NBIS to 300 TE to 11 Thank you for your attention to this matter
Dear market gods. Until Thursday: $MU 1215 $NBIS 305 Bonus: $TE 11 I am a simple guy and a regard obviously
Vibes feel good about the following speculations: EWY (or KORU) the upcoming SK Hynix US listing could add fuel to memory like a dbl espresso. TE US energy/solar/storage has big ambitions and aggressive smart mngmnt. Was in earlier this year but chickened out; back in and steeling for the long ride. KEEL data centers. Not a Nebius yet but promising. Momo is starting to build. SIVEF speculative+ coming nasdaq uplist soon.
Ok. I'm in on some TE as well. Gonna grab me some 400 shares and and hold. I trust.
ok, so my buddy chat is over here telling me that the financing isn't locked down, the tariff is a maybe, and the 200m quarter... did not accelerate afterward. I'll watch it closer 4 sure, but feels early to me. bounce of the 100sma is promising and approaching the 20 from below. I think a small position for me is good, wait to see if it gives another opportunity in the 7s. All MAs are rising, which is awesome, but the 100 is flattening pretty hard. This could be a great setup rn, especially with the recent attention and increase in volume. Call ladder will add some juice for sure if it pops in the next week or two. I'll have a look at the options chains today... doesn't look like its gonna be a face ripper for TE today... at least out of the gate, so it could be a good day to buy some calls.
The thing is TE isn't pure solar. It's energy infastructure with solar as the current medium.
I think you could hit a few beats in a sub-$100 port that are like: RIV or F (manufacturing), PSTL or VICI (real estate), ET or TE (energy), SOFI or NU (techfinance, foreign if NU), etc.
ye I grabbed TE July $9s yesterday let’s see
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.
Nuclear is still further out and speculative. At least with TE and solar/energy you have revenue visibility. I believe long term prob we will see nuclear pan out but it’s still maybe 5-7+ years out
nah mostly ASTS / TE / RDDT / and some AMD
https://preview.redd.it/8g3o7a582j7h1.jpeg?width=1284&format=pjpg&auto=webp&s=d4c2fbc0c5362c2de23b1de718c47ec32553576b I am in with an almost 1.5k shares. What do you think of OKLO relative to TE? TIA
What tf is fuzzy panda? I actually like TE and think you're going to get crushed
Ok. Put in a buy order for some shares for Monday based on your thesis. Though power problem for data centers isn’t old news. BE (fuel cells) bloomed because of this. Why do you believe TE is specifically positioned to do better than others ?
just 5% more for me offload my TE bags
Haven’t done too much DD on TE but it looks promising. I think catalysts coming within the next couple years right? I think it looks like a good solar play
T1 Energy (TE) is a great play. Leopold’s fund recently bought $44 million.
Same got CEG end of last year. Just bought TE this week but rotated some AMD out to just take a 1% position Don’t see the benefits but the “what if?” Made me make these moves
hey so TE has actually done quite well over the past few months, why are you down on it? Did you not sell high?
glad I didn't touch FLNC TE or BE
I mean they have potential but appear to have been somewhat arbitrarily picked. Expiration time is too soon but IGV can recover. I’d buy any semi over oracle however. TE might pump just because energy plays might take off. Idk wtf OUST and GSIT are. NASA I’d sell right after or before a pop from the Spacex ipo regardless of however much it might pump after.
My confession is that TE has been my highest percent return over the past two years. I bought the stock by accident after mistaking it for IMSR (Terrestrial Energy). After realizing my fuck up and researching the company I doubled down but yeah, wish I'd misplaced more of a port.
I am ready for 232 so it can run to 23.2$ on $TE
Need TE and ONDS to get their shit together now
Thank god I didn't ape into TE