TE#284
Thesis
TE G2 Austin facility progressing toward domestic solar cell production; US solar manufacturing buildout milestone
Original post text
$TE G2 Austin facility is making real progress bringing T1 closer to producing its own domestic solar cells. That matters because solar cells are the power-generating core of a solar module and G2 Austin is where the U.S. solar manufacturing buildout starts to look real. https://t.co/qCMtvNMqZV https://t.co/XsPLI7OHjS
🐂 Bull Case
- Strong revenue growth momentum (2.323) supporting upward earnings revision cycle
- Technical breakout potential: price at $7.7 vs SMA50 $6.5811000204086305 with RSI at N/A offering room
- Industry tailwinds and sector rotation catalyst driving institutional accumulation
🐻 Bear Case
- Valuation premium risk: PE at N/A with any earnings miss could trigger de-rating
- Macro headwinds (rates, geopolitical risk) creating near-term pressure on multiples
- Competitive intensity increasing in core market, potential margin compression
🚫 Invalidation
Close below $5.516625011563301 (SMA200) on above-average volume
Break Conditions
- Price closes below SMA200 ($5.516625011563301) on above-average volume
- Revenue growth decelerates below sector average for two consecutive quarters
Price Tracking
| Label | Ticker | Price | Recorded |
|---|---|---|---|
| t+3d | TE | $7.89 | 2026-06-11 18:36:12 |
Metadata
T0 Price: $7.74
Created: 2026-06-10 18:34:53
Scored: 2026-06-10T18:36:58.529219+00:00
Updated: 2026-06-11T18:36:12.903419+00:00