Slack: C0A0J07FGKT/ts:1770480917.1700

Author: James S Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

energy-sector-structural-positioning

🟢 [E1105] T1 Energy is the only public company making 100% pure American made solar. They have a 5GW site in Dallas, building a new Austin site for 10.3GW total production. Partnered with Corning. Qualifies for max tax credits - made in USA. Pure exposure to solar and it's American.
supporting · 2026-04-07