My strategy is simple: “put yourself in the path of the money.” Where is the momentum? Where is the capital flowing? Right now, it’s AI and AI infrastructure.
AI is not a fad. Studies aside, I use it daily. Adoption is exponential and accelerating.
The bottleneck? Power. Every major tech CEO confirms it. Current grids and infrastructure cannot meet AI’s growth demands. Nuclear might help in the long term, but it’s not coming in the next five years—and I don’t invest in pre-revenue plays.
Enter $T1 ENERGY INC(TE)$ .
Why $TE Aligns with Every Bullish Market Theme
Explosive growth: T1 revenue went from $2.4M in Q4 to $210M last quarter, projecting $400M+ next quarter. (Unprecedented.)
AI energy solutions: T1 tackles the AI data center energy crisis with off-grid, fast-deploy solar, leveraging advanced Chinese solar tech.
Government protection: Three key advantages safeguard $TE from international competition:
45x tax credits for domestic manufacturing
Section 201 tariffs increasing foreign prices
Domestic Content Bonus giving buyers a 10% tax credit for using American suppliers
National alignment: “America First” isn’t just rhetoric—it’s real policy. $TE actively engages with government officials at the highest levels. The company’s success is a national interest.
Why It’s Cheap
Yes, $TE is raising capital for its next stage of development, which could dilute equity—but that’s normal for high-growth tech. I’m used to this from SF startups. Growth investors often overreact to dilution.
Bankruptcy risk? Low. Investors and government stakeholders see the strategic importance of $TE. Once this risk is clarified, the stock could re-rate 3–5x. Waiting for the “all clear” risks missing the upside.
The Story Is Strong
Solving the AI bottleneck
Billion-dollar revenue trajectory with +60% QoQ growth
State-of-the-art factory
Aligned with national interest
Supported by the wealthiest companies in history
Market cap: $2B. I’m in.
@Daily_Discussion @Tiger_comments @TigerPM @TigerStars @TigerObserver
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