DROCK STOCKS

@JoeSportsGuru Yikes

Rockets ML at +140 right now is a HAMMER. There’s not a chance in hell the Lakers win this game. The Rockets will take the lead right here in the 4th and get the win.

@birdabo One step closer to the scam of real estate agent fees going away

florida man sold his house in 5 days using chatgpt without real estate agents > asked AI for pricing. > marketing. > best listing day > contract drafting. bro easily got 5 offers in 72 hours. - also saved 3% commission. real estate agents are cooked 😭😭😭

@iowastate2bigt1 Agreed

Arizona should be the #1 overall seed in the NCAA Tournament with a 32-2 record in the best conference in America. #big12 #big12mbb

I am tired of being Arizona’s Super Bowl. This is the one game a year they always have circled on the calendar. While we're focused on winning Big 12 championships, they are only focused on beating us. It's time to #nuke the school

@ISU_redacted Yes, it’s called we own you.

Is there a slur for Australians by chance?

Iowa State is a lot worse than Arizona. I don’t care if we lose I got what I needed

@_Ten_Bears @CycloneMBB

@CycloneMBB Bradley gets away with pushing off every time.

Arizona at the Buzzer. #2 UA 82 - #7 ISU 80

Believe it or not, $USO puts

@NotA_Bull Bought mine for $800K in 20’s and sold for $1.2M, 5 years later. Great investment.

Buying a house in your 20s is a liability, not an investment. Argue against me.

@DrizzoFrank @MutantApeJack @SCNext @FirstTake That’s just an AI bot posting rage bait comments

@MutantApeJack @SCNext @FirstTake Arizona starts 3 freshman this year.

Breaking: Caleb Holt, the No. 4 ranked player in the SC Next 100 for the Class of 2026, has committed to Arizona, he announced on @FirstTake.

@SayNoToTrading @KrisPatel99 $USO puts?

@KrisPatel99 Yes

Anyone besides me think this might be a good time to start shorting Oil? ...

$TE is one of my highest conviction stocks in 2026 WHAT THE MARKET THINKS: The market is pricing T1 Energy as a cyclical, capital-intensive solar assembler. But this narrative is outdated TE is building a vertically integrated US solar supply chain at a time when domestic sourcing is a strategic priority The CORE MOAT: TE isn’t just making modules, it’s systematically owning manufacturing from cells to finished product in the US G1 Dallas (solar modules) is scaling production ahead of plan G2 Austin (solar cell fabrication) is under construction with Phase 1 targeted for Q4 2026 production This creates a domestic moat rare in solar: control over both cell and module supply in a region prioritizing local energy security Competitors are either offshore or still vertically fragmented THIS ISN’T JUST “SOLAR”: PEERS TRADE AS: commodity panel makers with low pricing power and margin compression TE IS BECOMING: • A US strategic supplier amid geopolitical manufacturing reshoring. • A company capturing higher-value content (cells + modules + batteries) with fewer links in the supply chain to third parties This transforms valuation logic, not mere watts shipped but earnings from owned capacity with pricing discipline INFLECTION: GUIDANCE + SCALE: Recent results showed a meaningful ramp in module output with revenue over $200M in Q3 2025, signaling demand conversion and manufacturing scale HOWEVER, Q4 revenue is guided to be larger than Q1, Q2 and Q3 together, with a yearly run-rate of 4.5GW Importantly, G2 Austin is slated to start construction in Q4 2025, with first production Q4 2026, giving TE a major margin inflection in 2027 once cell output feeds into higher-margin finished goods FEOC COMPLIANCE According to recent reports by TE, their recent structural changes align with FEOC guidance Changes: • Reduced debt exposure to Trina Solar • Capped foreign ownership • Removed governance control • Restructured technology licensing (IP) • Shifted the supply chain away from FEOC sources (not finished) This is crucial since it would allow TE to remain eligible for the 45X credits which provide per-unit incentives for US solar components This would unlock true operating leverage CURRENT VALUATION: TE trades at only 4.5 P/S: If they execute in Q4 → PS < 2.2 If they maintain run-rate in 2026 (without G2 Austin) → PS < 1.1 The market is still behind the expected growth, not to mention the real manufacturing scale or future integrated margins ASYMMETRY: UPSIDE vs DOWNSIDE What goes right: • G2 Austin online → integrated cell + module margins triple worth over commodity modules • US policy increasingly favors domestic content → pricing power and reduced import competition • Higher capacity utilization drives operating leverage What goes wrong: • Execution timelines slip, but TE has already met targets at G1 Dallas • Policy shifts reduce subsidy certainty, manageable because global solar adoption continues growing Downside is survivable: TE has begun revenue scaling, is funded through construction, and already produces modules Upside is non-linear: integrated domestic capacity is rare and strategic TIME CATALYSTS: • Q4 2025: G1 Dallas sharp activation and G2 Austin construction start • Q4 2026: anticipated production from G2 Austin • 2027: potential margin inflection as integrated output rises BOTTOM LINE: $TE is not a solar panel assembler, it’s building a vertically integrated US solar manufacturing platform, anchored with G1 Dallas and the coming G2 Austin cell fab Domestic content + integrated output = pricing power, structural growth, and margin leverage The market is still pricing their revenue inflection, not yet thinking of their vertical integration NOTE: Not Financial Advice. DYOR #TE #Stocks

Great news! $NBIS

The Permian Basin is the world's largest oilfield. And it's increasingly running in electricity to remain globally competitive. And out in West Texas, that electricity comes from the sun. Fossil+Solar. 💪

@Ashton_1nvests $RKLB or $NBIS

What’s one stock you’d be comfortable putting 30% of your portfolio into

@asmdesa @midascabal No chance

@midascabal $TE Target 🎯 $3.32 Run to the hills

Can someone explain why $TE is down 21% today?

@6ix_sports1 @SarAEsQMd @jrouldz 😂😂😂

@SarAEsQMd @jrouldz Yes buy high sell low has always been a good strategy

Gonna go ahead and get off the screens my friends 😂😂😂 I’ll check back with yall later will try to find some grass in Manhattan I can touch 😆

$TE

@DeepValueBagger Paid advice btw

Duolingo $DUOL has 600X potential now - Antonio P.S. This is not a promotion. And stay away if you do not like to lose money.

Adding $TE heavy here, building this into on of the main portfolio positions