TE T1 Energy Inc. Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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10:58
Sep 02
Sep 02
Fund overlap confirms long TE position.
Author discloses a current long position in TE, mentioning it alongside several other names favored by a prominent fund. This indicates conviction in TE's role within the AI/data center ecosystem.
MED
09:54
Sep 02
Sep 02
Author reviews another fund's 13F holdings as a factual comparison to their own portfolio.
Author reviews another fund's 13F holdings as a factual comparison to their own portfolio, noting overlap but not stating new positions or forward calls on any ticker.
LOW
22:18
Sep 01
Sep 01
TE way oversold; buying more is smart.
Buy TE because it is way oversold; adding to the position here is a smart decision.
MED
22:03
Sep 01
Sep 01
Explicit buy-price call for TE.
Long TE because the author explicitly says Buy prices $TE.
09:43
Aug 31
Aug 31
Author adds three tickers to a parent's energy/AI list as supplementary picks without stating.
Author adds three tickers to a parent's energy/AI list as supplementary picks without stating a position or directional call.
LOW
18:07
Aug 30
Aug 30
Author agrees with a parent's bullish energy thesis but provides no explicit position.
Author agrees with a parent's bullish energy thesis but provides no explicit position or forward call, so the tickers are indexed as watch.
02:36
Aug 28
Aug 28
Author expresses strong bullish conviction on TE with takeoff language.
Author expresses strong bullish conviction on TE with takeoff language, endorsing the parent's positive call.
15:21
Aug 27
Aug 27
Author enthusiastically endorses the parent's breakout call on TE with "LFG" and sun emojis.
Author enthusiastically endorses the parent's breakout call on TE with "LFG" and sun emojis, signaling strong bullish conviction.
17:48
Aug 25
Aug 25
Author agrees with parent's market framing and names three tickers for potential upside.
Author agrees with parent's market framing and names three tickers for potential upside, but gives no explicit position or forward call.
LOW
17:21
Aug 15
Aug 15
The author reports past stock returns from a liquidation event without expressing any.
The author reports past stock returns from a liquidation event without expressing any forward-looking position, so all tickers are indexed as watch.
LOW
11:28
Aug 15
Aug 15
The author lists a large basket of tickers without any explicit position language.
The author lists a large basket of tickers without any explicit position language or directional thesis, so all are indexed as watch.
LOW
14:47
Aug 14
Aug 14
AI infrastructure stack enablers listed
Author lists these tickers as enablers across the AI infrastructure stack, tracking where scarcity migrates next.
LOW
19:33
Aug 12
Aug 12
TE flagged as short-squeeze candidate
Author names TE as a potential high-short-float squeeze candidate following $NBIS's 30% rip; no explicit personal position disclosed.
LOW
14:15
Aug 12
Aug 12
TE sole US solar chain inside tariff wall
Buy $TE as America's only vertically integrated US-owned solar supply chain (polysilicon → cells → panels in Texas) positioned to benefit structurally once the December 4 solar cell tariff wall takes effect, with domestic cell fab coming online in 2027 when competitors still import.
HIGH
18:00
Aug 07
Aug 07
Long TE on PLTR deal, Citadel involvement
Buy TE; speaker doubled down at lows citing a deal with Palantir, heavy buying by named investor leopoldasch, and the stock now reportedly in Citadel's hands as catalysts for long-term appreciation.
MED
22:31
Aug 06
Aug 06
TE watch pending onshoring waiver clarity
Watch TE for upside convexity only if an onshoring waiver is confirmed; imported-cell costs may become prohibitive before G2 Austin scales.
MED
14:52
Aug 06
Aug 06
PhotonBull celebrates TE's move above 6 with a "called it" endorsement.
PhotonBull celebrates TE's move above 6 with a "called it" endorsement, framing it as a momentum win and implicitly bullish on further upside.
19:25
Aug 05
Aug 05
Author expresses surprise at a sharp drop in TE but asks for news without stating a position.
Author expresses surprise at a sharp drop in TE but asks for news without stating a position or forward view.
LOW
16:48
Aug 05
Aug 05
Scenario analysis of solar tariff policy ranks Corning as best risk-adjusted beneficiary.
Scenario analysis of solar tariff policy ranks Corning as best risk-adjusted beneficiary, T1 highest convexity, First Solar clearest relative winner, Daqo strategically disadvantaged but not an immediate clean short, all as research assessment rather than positions.
LOW
16:48
Aug 05
Aug 05
T1 Energy has highest solar-policy beta
Watch T1 Energy for maximum policy leverage to any tariff/offset mechanism supporting domestic solar manufacturing, given G1/G2 capacity expansion and Hemlock/Corning supply agreements; financing and import-bridge risks remain high.
MED
16:48
Aug 05
Aug 05
Watch T1 Energy for high tariff-policy convexity
Watch T1 Energy for high policy upside from U.S. solar manufacturing, balanced by financing and construction risk; not an author position.
MED
20:26
Aug 04
Aug 04
Research read-through notes on Middle East energy spending and fertilizer supply chains list.
Research read-through notes on Middle East energy spending and fertilizer supply chains list affected companies as beneficiaries, but no explicit position or trade call is made, so all tickers are indexed as watch.
LOW
19:14
Aug 04
Aug 04
Author speculates on TE moving back above 6 this week without stating a position or concrete.
Author speculates on TE moving back above 6 this week without stating a position or concrete catalyst, so it is a watch.
LOW
16:39
Aug 03
Aug 03
Author endorses the parent's bottom call on TE with a confident higher price expectation.
Author endorses the parent's bottom call on TE with a confident higher price expectation, signaling a bullish view.
14:29
Aug 03
Aug 03
Adds to existing long position.
Author discloses adding to an existing long position in T1 Energy at $3.72, lowering their average cost basis.
MED
12:45
Aug 03
Aug 03
TE lands 641 MW Clearway module deal
TE announced a 641 MW module supply agreement with Clearway using domestic solar cells from its G2 Austin fab; no directional view stated.
LOW
10:42
Aug 03
Aug 03
Praises TE call after deal news
Author praises a call on TE after T1 Energy reportedly lands a deal; the quoted trader may add, but the author discloses no position.
LOW
19:36
Jul 31
Jul 31
Watch these energy/grid and neocloud beneficiaries.
Watch these energy/grid and neocloud beneficiaries, which are expected to outperform due to compute and capacity shortages.
MED
13:27
Jul 31
Jul 31
Author discloses an existing long position in T1 Energy ($TE) with an average cost of $5.46.
Author discloses an existing long position in T1 Energy ($TE) with an average cost of $5.46, recently adding more shares at $3.72, signaling continued conviction in the small-cap name.
MED
14:55
Jul 30
Jul 30
Long TE: author says they bought the TE bottom, which is an explicit self-attributed.
Long TE: author says they bought the TE bottom, which is an explicit self-attributed buy/current bullish position despite the hedged wording about whether it was the bottom.
About TE Analyst Coverage
Buzzberg tracks TE (T1 Energy Inc.) across 23 sources. 78 bullish vs 1 bearish calls from 23 analysts. Sentiment: predominantly bullish (51%). 152 total trade ideas tracked. Past 7 days: 2 bullish, 5 watch. Latest voices: pep_invest, aleabitoreddit, pepinveststocks.