TE
4 tracked calls · 4 long · 0 short · last 90d: 4L/0S
first called by TBPN 2mo ago
IN TRACKED PORTFOLIOS
LONG1mo ago
“opportunistic sectors: $bb (qnx - idiosyncratic) $te (energy - idiosyncratic), expect to lag alpha & first, possibly second betas but not without upside”MP
T1 Energy (TE) is an idiosyncratic energy opportunistic long — lags the semiconductor betas but still moves up in a risk-on tape
TELONG@ $8.58
$4.17-51.43%
since call Jun 25
LONG1mo ago
“$te - solar energy sector leader”MP
TE flagged as solar energy sector leader for cautious short-term long with minimal overnight risk.
TELONG@ $9.42
$4.17-55.75%
since call Jun 19
LONG1mo ago
“$te - solar energy sector leader”MP
Solar energy sector leader TE positioned for short-term upside on cautious bull rotation.
TELONG@ $9.58
$4.17-56.49%
since call Jun 19
LONG2mo ago
“if Leopold is in fact taking a position in T1 Energy, that sort of leads me to think that there's a little bit of a shorter timeline … it's not all just sort of a hope and a dream that there will be s”TBPN
AI power crunch pulls forward US solar demand; smart money into T1 Energy signals a shorter timeline.
TELONG@ $6.66
$4.17-37.37%
since call May 18
peak +6.3%