$TE 0.61 Developing

Notable posts

• @StockSavvyShay bullish 3480 eng

  THE FUTURE IS ON SALE RIGHT NOW Drawdown from highs: • $OKLO −76% • $NVTS −63% • $CRWV −60% • $ASTS −58% • $IONQ −57% • $PL −57% • $AAOI −56% • $RKLB −55% • $IREN −54% • $ONDS −53% • $TE −51% • $OUST −42% • $ARM −42% • $BE −39% • $NBIS −38%

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• @StockSavvyShay neutral 1698 eng

  Leopold Aschenbrenner's Situational Awareness exited its entire public-equities book through a single-buyer transaction just as its former holdings are ripping today: • $BE +26% • $NBIS +25% • $SHAZ +26% • $IREN +25% • $SNDK +20% • $CRWV +20% • $TE +14% • $AMD +13% https://t.co/zxiMPBq2b9

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• @StockSavvyShay bullish 1352 eng

  12 STRONGEST EARNINGS PRINTS THIS CYCLE 1. $PLTR | Palantir 2. $DOCN | DigitalOcean 3. $BE | Bloom Energy 4. $SITM | SiTime 5. $RKLB | Rocket Lab 6. $TE | T1 Energy 7. $AMD | AMD 8. $MU | Micron 9. $HPE | Hewlett Packard 10. $NBIS | Nebius 11. $SNDK | SanDisk 12. $DELL | Dell

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• @StockSavvyShay neutral 1283 eng

  10 SMALL-CAP NAMES UNDER $5B WORTH WATCHING 1. $CLPT navigation platform for neurosurgeons 2. $OSS rugged edge compute for the battlefield 3. $OUST eyes & perception for physical AI machines 4. $NVTS GaN power for $NVDA 800V data center shift 5. $AMBQ ultra-low-power silicon for always-on edge AI 6. $AMBA edge AI vision chips for cameras, cars & robots 7. $TMDX expanding organ care with fleet & network effect 8. $TE building America's solar supply chain from cell to module 9. $AEHR wafer-level burn-in for photonics, HBM & high-power AI chips 10. $ONDS autonomy & counter-drone systems for the modern battlefield

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• @StockSavvyShay bearish 1253 eng

  GROWTH STOCKS HAVE BEEN CRUSHED FROM RECENT HIGHS • $EOSE -82% • $OKLO -77% • $NVTS -66% • $ORCL -65% • $CRWV -61% • $IONQ -60% • $PL -60% • $HIMS -59% • $ASTS -58% • $TE -58% • $RKLB -57% • $AAOI -55% • $IREN -52% • $ONDS -44% • $SPCX -43% • $PLTR -41%

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• @StockSavvyShay bullish 1191 eng

  $TE CRUSHED THEIR Q2 EARNINGS • Revenue: $250M vs. Est. $199M • EPS: ($0.16) vs. Est. ($0.10) • EBITDA: $11M vs. Est. ($10M) • G1_Dallas Production: 935 MW • Cash: $156M FY26 Guidance • G1_Dallas Production: Expected at higher end of 3.1–4.2 GW range • G2_Austin Phase 1 CapEx: $510M T1 Energy’s 2.1 GW G2_Austin solar cell fab “remains on track” for first production in Q1 2027. Phase 1 capex is projected at $510M including a 20% contingency tied partly to labor and material tightness from Texas’ booming data center market with the first production-line equipment already arriving in the U.S.

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• @StockSavvyShay bullish 940 eng

  Leopold Aschenbrenner’s Situational Awareness is seeking fresh capital after leveraged AI bets suffered sharp losses. He told investors this may be “a particularly good time to add funds” signaling he views the selloff as a buying opportunity rather than start of a deeper unwind. $TE, $SNDK, $SHAZ, $NBIS, $BE, $CRWV, $IREN

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• @StockSavvyShay bullish 932 eng

  $TE won approval to convert part of Giga Arctic into a data center with an initial 50 MW targeted for 2027. With up to 396 MW already in the grid queue T1 is now in talks with multiple counterparties to monetize the site. https://t.co/zkeXvSdDGQ

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