TE
Current stance: Hold. Recent micro-posts disclose a small new position in T1 Energy ($TE) via shares and April calls at roughly $4.45 and position the name as an energy-theme exposure alongside other energy holdings.
Recent proof-backed thesis calls
One public recommendation: a short pair of posts that (1) reaffirms conviction in $NBIS after a -17% pullback and (2) discloses initiating a small T1 Energy ($TE) position via shares + April calls at about $4.45. The posts reference prior sharp drawdowns that later recovered and note existing/trimmed energy exposures (e.g., $FLNC, $EOSE).
Two short posts: (1) reaffirms conviction in $NBIS after a -17% dip “on no material news,” reiterates a bull-case price target of $400 and cites prior examples of sharp drawdowns that later recovered (ASTS, GOOGL, HOOD). (2) discloses initiating a small position in T1 Energy ($TE) at ~$4.45 via shares + April calls; mentions existing/previous energy-related positions ($FLNC, $EOSE trimmed, and ‘SEI’) and a general view that “energy is pointed to benefit from …” (truncated).
Current stance
Recommendation: Hold. The author has opened a modest energy-theme exposure to $TE but classifies it as a thematic add rather than a high-conviction, portfolio-defining position.
- Recommendation: hold
Top authors on this asset
Active and historical ticker theses
Active play: Energy-theme add via $TE — explicit initiation of shares and April calls, positioned as a thematic beneficiary.
Unlock full asset monitoring
Monitor position sizing and near-term option expiries (April calls). For further detail, review the original micro-posts and monitor developments in the issuer and sector.