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$2k challenge $meta $655c 11/13

$Te For this company valued at $1.6B you get… • $1B+ revenue run-rate potential with G1 Dallas (5GW solar modules) already ramping hard and delivering record Q1 profitability (Adj. EBITDA $9.1M) • G1+G2 integrated run-rate $375-450M EBITDA once G2 Austin Phase 1 (2.1GW cells) hits full stride. G2 construction on track, first production targeted Q4 2026 • Leopold Aschenbrenner (Situational Awareness) dropped a $44M / 10M share position, one of the sharpest AI-thesis investors in the game voting confidence • Cheap KORE Power acquisition (~$32M) adds battery storage + data center infrastructure. Expected positive EBITDA in 2026 and $15-20M+ EBITDA in 2027. Perfect for pairing solar + storage for AI hyperscalers • Finland & Nordic data center optionality: Secured 50MW grid power (with 396 more MW in queue) in Norway’s cheap hydro-powered Mo i Rana site plus legacy assets in Finland (Close to 300mw). This makes T1 positioned for low-cost, renewable-powered AI infrastructure buildout in a region hungry for data center capacity which could de-risk the business thesis or even G2 Austin project itself • Multi-year deals (900MW+ with Treaty Oak) and ongoing discussions for G2 output. Customers want domestically produced, high domestic-content modules amid IRA/FEOC rules • Integrated US supply chain edge: Partnerships with Hemlock Semiconductor/Corning for polysilicon/wafers + domestic frames → >60% domestic content modules. Positions T1 perfectly as tariffs and reshoring accelerate • Solar power setting new records every year. It’s fastest growing source of new electricity generation globally and in the US, driven by plunging costs, AI/data center demand, and grid modernization. • G2 Austin financing expected soon to fuel the vertical integration (cells + modules) at a time when US power demand from AI/data centers is exploding and domestic content/IRA incentives matter more than ever • Fully Vertically integrated US solar supply chain play exactly when grid + reshoring demand is surging I think TE is perfectly positioned currently and at a $1.6b valuation, I have been adding heavy🫡

$2k challenge $fslr $240c 11/20

$2k challenge $ibm $275c 11/20

🚨 $IREN's >35 GW Pipeline They FINALLY did it.... I can't believe $IREN finally revealed the size of their massive pipeline. For years investors were begging management to reveal the size of their power pipeline. It only took the stock to crash 58% YTD for them to reveal this very relevant piece of info. But honestly, wow. No other neocloud, or colo provider for that matter, even comes close to 35 GW...

$IREN Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $228M (Est. $221M) 🟢; -5% YoY Segment Net Revenue: 🔹 AI Cloud: $200M 🔹 Bitcoin Mining: 28 Announcements: 🔹 ARR Target: More than $4B fully contracted and funded; targeted for January 2027 🔹 Five-Year Contract: ~$22M per IT-MW; 90% of GPU capex prepaid 🔹 Short-Term Contract: $40M per IT-MW Other Q1 Metrics: 🔹 AI Cloud Segment Gross Margin: 86% 🔹 Adjusted EBITDA: 66 🔹 Net Income (Loss): (263) Key Updates: 🔹 Unrealized Loss on Financial Instruments: (28) 🔹 Revenue Backlog: $20.3B; approximately two-thirds investment-grade 🔹 FY27 Capex: $15B remaining planned Comments: 🔸 Daniel Roberts, Co-Founder and Co-CEO: “The more than $4 billion of contracted ARR is funded and now targeted for January, after a customer-requested design change and supplier timing moved it from year-end; it may extend to the end of February.” 🔸 Daniel Roberts, Co-Founder and Co-CEO: “Since quarter-end we have signed a five-year contract at about $22 million per megawatt with 90% of the GPU capex prepaid by the customer, and a short-term contract at $40 million per megawatt.”

$2k challenge $lmt $630c 11/13

$Nbis at $140?🤣 These type of takes usually mark a bottom