windflower

@Passion_Fruitt @BobbyKi07237912 The likely structure is that polysilicon/wafers produced by Hemlock Semiconductor and $GLW are processed at a compliant, nonFEOC facility elsewhere, then assembled into modules at $TE G1 factory for sale. This is why the value will be further maximized once G2 is completed

@BobbyKi07237912 @chaegicheol I’m new $te, is the stuff now with Chinese manufacturer

$TE The US is expected to officially announce a newround of 232 tariff measures this week. Chinese media outlets expect the Section 232 announcement on upstream resource commodities,basic chemical raw materials, and key industrial materials to be imminent news.chemnet.com/news-7420.html

$VOYG While NASA questions the commercial viability of private space stations, potential demand for Starlab's commercial payload capacity has already exceeded 100%. starlab-space.com/press-releases…

@Passion_Fruitt Reports suggest Chinese solar panels could face extra costs of up to $0.15/W. Whether it’s applied per watt, kg/ton, or covers all polysilicon products is yet to be detailed. Either way, this will massively boost the competitiveness of US-made solar. 🇺🇸

@chaegicheol How does this affect $TE

@riskrewardalgo I also saw the article from Roth stating that the announcement is expected in August.However, Chinese media outlets are expecting the announcement to come much sooner Aside from that,most media reports expect the Section 232tariff on polysilicon to be implemented almost certainly

@chaegicheol I read somewhere in another article where they might push it to after midterms or EOY, who knows, I'm in AXTI which will be affected also

Hundreds of thousands of jobs have been demolished since Trump took office thanks to the cancellation and downsizing of dozens of clean energy projects. canarymedia.com/articles/clean…

@LucasSacerdote_ S&P and Wood Mackenzie classify Canadian Solar $CSIQ as a Chinese company.

$CSIQ CANADIAN SOLAR MAKES S&P GLOBAL ENERGY PREMIER LIST OF TIER 1 CLEANTECH COMPANIES 2026 For both BESS and Solar PV.

$TE $NXT Solar project developers say that, rather than waiting one or two years for a power plant to come online because of permitting or grid interconnection delays, it is more commercially viable to begin operations as soon as possible—even without claiming the 48E tax credit

@bleue2002 토스에서 물어보셔도 되는데 ㅋㅋ 솔직히 말해서 저 또한 알수 없습니다 오피셜이 없는 이상 전부 다 추측일뿐이고 경영진 조차도 2분기내로 완료될것으로 예상했을뿐 지연되고있을를 뽑자면 좋은쪽이든 나쁜쪽이든 너무 많은 경우의수가 존재하기에 저 또한 뭐라고 확답을 드릴수가 없는 입장입니다

@chaegicheol G2자곰조달 발표가 문제가 생겼다고 보시나요? 아니면 더 나은 조건으로 협상 중일까요? 저번 처럼 경영진이 너무 많을걸 공개 했던 것일까요?

$TE $NXT "According to Lazard’s latest LCOE+ report, utility-scale solar offers the lowest levelized cost of energy (LCOE) on a US$/MWh basis without subsidies, 'despite cost increases and inflationary pressures across all generation technologies.'" pv-tech.org/renewables-sti…

@riskrewardalgo Absolutely. Gradually buying in and gradually taking profits is one of the few investment strategies that has been proven through the blood, sweat, and tears of countless investors.

@chaegicheol Agree, I never buy all at once I don't care how much I like a company, I scale in over time, same goes with Selling

@riskrewardalgo I don't think it's a bad choice. However, since nobody can predict the exact bottom, it's better to scale in gradually rather than go all in at once. I started building my position when the stock was around $1.20.

@chaegicheol looks like we will be in the 6 dollar range for a while at least until the markets quit dumping, almost everything on my screens are red today so I simply add to each

@tdogg2213 @riskrewardalgo Sadly, I have to agree with this to a certain extent too.

@chaegicheol @riskrewardalgo And the fact that management can’t keep a fucking timeline

@riskrewardalgo $TE I agree. This is simply the result of external factors, such as the broader market decline caused by the pullback in semiconductor stocks after their sharp rise, renewed discussions about potential interest rate hikes, and the resumption of tensions with Iran.

@chaegicheol I see TE begin to cook along with the energy sector, give it a little time

$TE $ENPH This is the future of agrivoltaics. Using farmland for solar while preserving agriculture makes far more sense than turning it into golf courses.

OFFICIAL: Voyager completes acquisition of @Astrobotic, which was recently awarded a new @NASA contract for two lunar landers valued at approximately $298M. Astrobotic is now Voyager Lunar Systems. Griffin Mission One — 10 payloads, lunar South Pole, NET November 2026 — is next. ​ Read more here: ow.ly/GY1z50ZmILZ. $VOYG #MissionReady #AcceleratingtheAdvantage #Artemis

$TE Vital Sign 2: Solar Surge Nothing is growing faster. According to @ember_energy June solar generation topped 51 TWh for the first time, pushing H1 to 231 TWh. That’s a massive 20%+YoY growth from June 2025 (41.5TWh) and last H1(190TWh) From the article reuters.com/commentary/reu…

$TE $ENPH I'm not saying solar is superior to coal, nor is coal superior to solar. This isn't the time to debate which power source is better. In the AI era, electricity is in short supply, and we need every available source of generation. Energy policy should be bipartisan.

$TE Even if Section 48E expires in 2028, Section 232 polysilicon tariffs and AD/CVD duties on multiple countries will ensure U.S.-made solar can compete on price even against low-cost,dumped Chinese imports. That's exactly what fair competition looks like semafor.com/article/06/23/…

$TE Anyone following the solar industry knows Section 48E is a major topic of debate.That's fine. But we also need swift AD/CVD enforcement against countries used for circumvention and the prompt implementation of Section 232 tariffs on polysilicon. youtube.com/watch?v=VsUbjT…