TE
holds
Conviction over time
Sentiment weighted by conviction, oldest to newest — above the line is bullish
Price targets
How each level moved over time. The last value is his current one.
Reasoning trail
Every post mentioning TE, newest first — the thesis as it was built and revised
-
28 Apr 26
Introduces his new 5-category, 100-point management-integrity framework, explaining that standard institutional frameworks (McKinsey, Morgan Stanley, BCG, Morningstar) unfairly penalize high-growth pre-profit companies by focusing on ROI/FCF/dividends. Shares example scores and offers to run the framework for followers who lack a paid LLM subscription.
-
07 Apr 26
Index post for his Q4 energy-transition thread, listing the 7 waves he tracks (Wind, Green Hydrogen, Solar, Energy Storage, Nuclear, LNG, Mixed companies) and their constituent companies.
-
07 Apr 26
Confirms he does not own $TE.
-
04 Apr 26
States he never owned TE (Tesla Energy) shares; skeptical of the stock's long-term ceiling since it is mainly focused on residential solar panels and heavily dependent on government grants, despite believing solar broadly will be important to solving the energy bottleneck.
-
03 Apr 26
Surveys a rough Q1 2026 across nuclear/grid/solar/hydrogen names; holds FLNC (down 27%, his smallest position at 3% of portfolio) and says management trust in the sector is gone, with no turnaround expected before next earnings, though he still sees the energy grid thesis as critical.
-
31 Mar 26
Says he never entered TE, was waiting for confirmation this quarter that never came, and is glad the other poster exited before the collapse — bearish on TE now.
-
31 Mar 26
States TE is certainly not a buy in his current view.
-
31 Mar 26
Explains why T1 Energy's G1 Dallas plant burns cash despite being operational: heavy discounting to clear inventory plus buying expensive cells externally since the Austin cell plant isn't ready; costs stay high until G2 Austin is built and discounting eases.
-
31 Mar 26
T1 Energy down 17% after earnings built on management promises that didn't hold: missed the promised +$410M revenue guide by 13%, reported a $380.8M net loss for 2025 with -$65.0M adjusted EBITDA, and faces a $400-425M capex need for G2 Austin Phase 1 that could force dilutive equity issuance given ongoing cash burn at G1 Dallas.
-
27 Mar 26
Seventh entry (#7) in the high-growth thread: highlights $TE's 3-year revenue CAGR of 80.3% and describes T1 Energy as a US solar panel and battery manufacturer.
-
27 Feb 26
Lists companies he plans to research over the weekend: IBRX, AAOI, UAMY, LITE, POET, TE, AMPX.
-
27 Feb 26
Thanks a follower for a good read and says he'll look into TE after its earnings.
-
27 Feb 26
Amid a TE selloff, says he would love to see the stock back at $4.
-
27 Feb 26
Responding to a TE bear/bull trigger call, says earnings will likely be a big trigger either way.
-
27 Feb 26
Eos's earnings made him think of TE, though he can't back the connection with facts; hopes TE can back the promises made in prior quarters.
-
17 Feb 26
Sees 45X tax credit eligibility as a major de-risking event for TE Connectivity's restructuring that should improve unit economics into earnings; has TE high on his watchlist.
-
13 Feb 26
Curated AI-boom sector watchlist across cybersecurity, datacenters, energy grid, nuclear, solar, space, semiconductors, software/AI platforms, and humanoid robotics; marks which companies he personally owns.
-
11 Feb 26
Sees the solar sector as undervalued given fast-improving technology and believes $TE could benefit, but thinks the stock's recent 100% rally is priced on promised Q4 catalysts (G1 Dallas ramp-up, record sales, Austin construction start) rather than delivered results, so he hasn't bought yet and is watching for a better entry.
-
11 Feb 26
Responding to a follower who exited $TE over management's lack of communication, he says he doesn't mind that himself since he takes a long-term view on everything he owns and finds a quarterly update sufficient.
-
04 Feb 26
Asks when the companies mentioned by the other user report earnings.