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← @stocksavvyshay

$TE

BULLISH2026-10-22
Price around the call
↑ 2026-10-22
By horizonMaturing · ~20 trading days to go
1d
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5d
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21d
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Original post
Shay Boloor · 2026-10-22

$TE just secured a 1.725 GW solar cell import waiver ahead of December’s tariffs giving its Dallas factory enough supply until G2 begins domestic production in Q1 2027. That puts T1 ahead of competitors facing higher import costs but with G2’s first phase only covering half of Dallas’s output so the real test is whether it can scale domestic production profitably.

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