FuzzyPanda

New: We are Short T1 Energy (TE) Investors confused T1 as an AI play. It's Not. It is another China Hustle We'll reveal the dirty little secrets of its key IP transfer that hide T1's deep ties to China T1 is FEOCk’ed. Expect major accounting restatements coming soon

"If you know the enemy and know yourself, you need not fear the result of a hundred battles" ~SunTzu Some Bulls in $TE don't seem to "know" that T1 Energy was a completely different company in 2024 Freyr Battery did a full pivot and became T1 Energy in FY2025 🤦‍♂️

@AgenticAsh @spacanpanman <$1 but the SEC says we can't give price targets So instead we will say comparable transactions normally took place at <$1 Oh and guess who takes over the G1 factory in case of bankruptcy...hint...it's Trina Solar 🇨🇳

@spacanpanman What’s your PT?

$TE: ☀️T1 Energy Consensus Estimates Revenue 2024A: $3M 2025A: $755M 2026E: $932M 2027E: $1,371M 2028: $1,529M EBITDA 2024A: -$76M 2025A: -$69M 2026E: $80M 2027E: $246M 2028E: $369M

@spacanpanman OMG, are you actually that much of an idiot? or are you just intentionally spreading BS? It was a different completely different company until FY 2025! Your financial analysis is worse than your interviewing

Claude says the G2 factory is likely 9-18 months delayed right now Feel free to cherry pick whatever facts fit your story We are short $TE and we are pretty sure Claude doesn't care

Some still images of the site (May 20, 2025) in case people want a zoomed out perspective

Drone footage at T1 Energy's - G2 Austin Factory Site from May 20, 2026 We ran all our footage + T1 mgmt statements & images through Claude to give you a less biased perspective Claude est $TE is currently running 9-18 months behind, fwiw -Bulls will love a 2nd large crane + slight progress made from May 19th -Bears will point out how little of the site is actually under construction Comments disabled so you can think for yourself Enjoy the silence + watch out for sharks!

@BuyAtSupport yes

@FuzzyPandaShort Do you still stand by your $TE short?

Edwin is dead wrong on Ethos $LIFE Context-someone pitched us the same short thesis months ago We did research on it & pointed out how they were wrong. We warned that the stock would rip in their face, it was trading at <10x P/E It 2x'ed since...so today...bear cave

fyi - spoke with Edwin briefly & he mentioned that he wasn't pitched the idea by anyone, sounds like I was mistaken to assume that General shorting advice - Don't short free cash flowing companies, w/ revenue growing fast, & at a low P/E...well unless they are named Applovin

Disclosure - I have no direct position long or short in $LIFE, but I regret that I didn't buy it

@TraderXenon you couldn't FeoCk'ing tell already, lol

@FuzzyPandaShort Glad you have a sense of humor :-)

Do people want to see new G2 drone videos shot today (5-20)? $TE

We'll post yesterday's $TE drone flyovers, but only if >100 people actually care to see them... Don't want to waste our team's time that could be better spent busting fraudsters

@TraderXenon that's kind of funny

@FuzzyPandaShort $TE NEW: We are short @FuzzyPandaShort 's portfolio. We have composed the below letter to be sent to their auditors as our research has uncovered Gross Incompetence and Retardation. Note the use of the plural "we/us" whenever possible as is tradition for retarded short sellers

@jeffabney97 You don't understand the point of our work We try to make great in depth research available for free & we tell you exactly how we have interpreted it (Normally Short) People can do whatever they want with it & make their own investments choices

You do realize this post is a lose / lose for you? If you don't post new drone footage = loss of credibility. If you do post new drone footage (post May 18, 2026) you lose credibility as it will show steel framing going up and not the same pile of dirt you posted in your thesis.

@THIS_TIME_X @TT_stocks_ @this_time_x - how'd you know...do you have spies in our offices?

@TT_stocks_ @FuzzyPandaShort $TE

Casual 100k on your head @FuzzyPandaShort $TE

What time will $TE announce they are doing a $200+ million fundraise via ROTH? Comment below on what structure you think they will use... Will it be an ATM, fully bought direct, convertible, or a toxic financing w/ warrants attached?

@USADeerWhisper Yes - F— Fermi Something fun coming soon…stay tuned

@FuzzyPandaShort What about $FRMI fiasco? Is Fuzzy Panda still short Fermi America?

New: We are Short T1 Energy (TE) Investors confused T1 as an AI play. It's Not. It is another China Hustle We'll reveal the dirty little secrets of its key IP transfer that hide T1's deep ties to China T1 is FEOCk’ed. Expect major accounting restatements coming soon

@SteveUrkelDude @ZaStocks No

@ZaStocks Probably covered today and added the dip tbh 🤣