Bull call spread on TE
Borrowed $150K From My Wife to Buy TE LEAPS. If I'm Wrong, the Lamborghini Gets Sold.
Author has accumulated 118,000 common shares at ~$9 average and 866 long call contracts (July 31 $7.50 and September 18 $12 strikes) for total exposure exceeding 200,000 shares. Extreme conviction bet financing $150k via personal loan, betting TE will move substantially higher.
At post $5.84·Now $5.00-14.4% since postedas of Jul 24, 4:59 PM ET
1d—
3d+3.3%
1w-14.4%
1m—
3m—
6m—
1y—
Long TE
1M+ bet on T1 Energy (TE) PT 2
T1 Energy is poised to benefit from incoming Section 232 tariffs on polysilicon and solar cells (10-25 cents expected), which will provide a major competitive advantage since they're building domestic solar cell production. Combined with the KORE acquisition for battery storage expertise, they can bid on high-margin datacenter AI campus projects; with ~$200M quarterly revenue growing to $350-450M EBITDA next year, the company trades below historical multiples for this growth profile.
At post $8.92·Now $5.00-44.0% since postedas of Jul 24, 4:59 PM ET
1d-3.3%
3d+4.8%
1w+16.6%
1m-25.3%
3m—
6m—
1y—
“1M bet on $TE”
1M bet on $TE
Author has placed a large $1M bet on TE, indicating bullish conviction. The reference to 'the German kid' suggests confidence in company leadership or a specific catalyst tied to TE's operations or management.
At post $9.13·Now $5.00-45.2% since postedas of Jul 24, 4:59 PM ET
1d-7.3%
3d-7.2%
1w-2.3%
1m-19.5%
3m—
6m—
1y—
Long TE calls
The Sun ALWAYS Rises ☀️📈
Author holds multiple bullish call option contracts (20x $5 calls 4/24, 15x $5 calls 5/15, 10x $6 calls 6/18, 36x $5 calls 6/18) as leverage on expected TE upside, now riding mostly free house money after taking profits.
At post $8.70·Now $5.00-42.5% since postedas of Jul 24, 4:59 PM ET
1d+0.2%
3d-7.1%
1w+26.0%
1m+7.5%
3m—
6m—
1y—
Long 2000 shares of TE
The Sun ALWAYS Rises ☀️📈
TE dumped to $4 and author bought the dip with 2000 shares and multiple call spreads across April-June expirations. Author is bullish on recovery and has already turned a $10k loss into $20k+ gains by selling most of the position and keeping free-roll exposure.
At post $8.70·Now $5.00-42.5% since postedas of Jul 24, 4:59 PM ET
1d+0.2%
3d-7.1%
1w+26.0%
1m+7.5%
3m—
6m—
1y—
“60 TE options with a $5.20-$5.30 breakeven”
I think I’m doing this backwards.
Author holds 60 TE call options with a $5.20-$5.30 breakeven and the stock currently trading at $6.40. With 2 months of expiry remaining, the position is in-the-money, implying conviction that TE will maintain or exceed current levels.
At post $6.04·Now $5.00-17.2% since postedas of Jul 24, 4:59 PM ET
1d-3.1%
3d-5.1%
1w+15.9%
1m+28.0%
3m—
6m—
1y—