KORE
KORE Group Holdings, Inc.
stock NYSE

Also their customer bet isn't only datacenters. It's mainly utilities and they're also pushing for gas + oil companies. Datacenters is a new addition to their customer base with the KORE acquisition.

I made 2 big mistakes in the last 12 months.
First mistake was I was balls deep in Micron at $155 and I averaged up when it first popped towards $200. I ended up selling most of my position and just scalped Micron for the rest of the year. If I had held my position with the short term drawdowns, I'd be up 10m+ lol.
Second mistake was Planet Labs. Similar situation to Micron. Bought a ton around $12, 15, 18, 20, and averaged up. Stock hit $30 briefly in January before pulling back to like $19-20 lows. I got scared and sold for a loss. I got back in later but if I had held my original position would've been up 2m+ by the time it got to $50.
I know T1 Energy will do just as well. They're in the middle of building up their G2 and once it's live, margin expansion, value adds, vertical integration, and more will be unlocked. I think by EOY base case is $15-20, bear case is $6-10, bull case is $25-30. By next year I can see this getting to $30-50 if not more depending on the amount of offtake agreements they close.
What makes me hold on to this despite the drawdown is Intertek gave this an A. Less than 2% of solar manufacturing facilities got an A in 2025. It got added to state street semi index in June along with Russell 2000 and 3000. These are meaningful milestones.
Lastly I don't see another company like T1 Energy at this price. If someone asked me why is T1 Energy different to all these other companies, this is my response.
It's trying to become a smaller, vertically integrated U.S. energy infrastructure company, not just a solar manufacturer.
If I had to explain what it does, I would say this is how T1 Energy is built up and trying to get towards.
* **30% First Solar** → Domestic manufacturing.
* **20% Fluence** → Battery storage and energy management.
* **20% GE Vernova** → Grid and infrastructure ambitions.
* **15% Bloom Energy** → Broader integrated energy solutions.
* **10% Quanta Services** → Engineering and project execution.
* **5% AI/data center exposure** → An end market, not the core business.
This is not what T1 is today. It's what I think management is attempting to build. If management successfully executes G2, integrates KORE/NRI, expands customer relationships, and demonstrates sustained profitability, then I think investors may gradually begin valuing T1 less like a pure solar manufacturer and more like a diversified energy infrastructure platform.