Millennium Management raises T1 Energy (TE) stake to 5.5% after buying the July crash
Millennium Management's stake in T1 Energy (TE) hit 5.5% on Aug. 14, two weeks after a filing showed it had dipped to 4.4%. Here's what the SEC paperwork actually shows, and what it doesn't.
Hedge Fund Citadel already held every stock in Leopold Aschenbrenner's book before buying it
Citadel's own quarterly filing, out Friday, already listed every stock in Leopold Aschenbrenner's book, about a month before it bought the book. The catch is what those holdings actually mean.
Lumentum (LITE) and Coherent (COHR) have each beaten Wall Street six quarters straight. Intuitive Machines (LUNR) has missed six straight, and 28 more AI stocks report the same week.
Lumentum and Coherent haven't missed a quarter in over a year. Intuitive Machines hasn't beaten one. More than 30 AI-linked stocks report earnings the week of August 10, and their trailing records couldn't be more different.
Why T1 Energy (TE) stock is surging on the polysilicon tariff (Aug. 6, 2026)
The White House said Trump will impose a 15% tariff and minimum import prices on polysilicon and its derivatives. T1 Energy (TE) round-tripped a 15% spike, then rose after hours on the confirmation.
T1 Energy (TE) jumped 19% on a 641 MW Clearway order. First Solar (FSLR) rose 10% the same day.
T1 Energy closed up 18.7% Monday after signing Clearway for 641 MW of solar modules. Solar stocks rallied across the board behind First Solar's earnings beat.
Leopold Aschenbrenner's Situational Awareness fund owned 19 stocks outright. Every one of them rose Thursday after he sold his positions
Four SEC filings name 19 companies Situational Awareness owned outright, and every one of them rose on July 30. Nebius was the biggest at about $1.84 billion, and the quarterly report understates SharonAI by twelve times.
T1 Energy raised its Austin solar fab budget 20% and blamed the Texas data center boom (TE)
The Austin solar cell fab's phase one estimate went from $425 million to $510 million and first production slipped a quarter. T1 named the Texas data center construction market as the reason. A second filing the same morning disclosed a $135 million purchase of the TOPCon patents Trina Solar owned until December.
Solar stocks fell again Friday, July 24. T1 Energy (TE) is down 58% since June 2, Enphase (ENPH) 49% and First Solar (FSLR) 36%
The Invesco Solar ETF closed 31% below its May 29 record. Enphase and SolarEdge have lost close to half their value since June 2. The July 4 construction deadline, the expired 25D homeowner credit and a pending Section 232 polysilicon ruling are the drivers.
T1 Energy (TE) is down today while tech rallies. Here's why I added to my position anyway.
T1 Energy (TE) fell about 1% today while the Nasdaq and tech sector rallied. Short interest is high, a Fuzzy Panda short report is still unresolved, and there's unconfirmed chatter on X that Leopold Aschenbrenner sold his stake. I added to my position yesterday anyway. Here's why.
T1 Energy (TE) leads a solar stock rally on a looming Chinese inverter ban
T1 Energy (TE) jumped alongside Nextracker, Shoals Technologies and JinkoSolar this week as solar stocks rallied on a Reuters report that Washington is moving to ban Chinese-made power inverters. Leopold Aschenbrenner's fund has a small stake in T1, too.
Solar stocks for the AI power boom: First Solar, T1 Energy, Canadian Solar and more
Solar plus batteries is the fastest power getting built for AI, and the stocks are heating up. The case for First Solar, Canadian Solar, Tesla and Fluence, plus T1 Energy, the US solar maker Leopold Aschenbrenner just took a big stake in.
Meta is funding an entire gas plant in Alberta to power its AI. Here's what that means for CEG, VST and OKLO.
AI data centers need enormous, around-the-clock electricity, and the grid wasn't built for it. That's reviving nuclear, pushing Meta to fund an entire new gas plant in Alberta, and pulling solar into the mix too. Here's the demand, the deals, the stocks, and the risks worth respecting.