T1 Energy: Asymmetric Opportunity In Solar - High Potential, High Risk

  • U.S. energy sector offers a high long-term upside, but near-term execution and funding risks remain significant. Management's Wall Street ties could be key to securing affordable capital and delivering on ambitious expansion plans. Stock price does not yet reflect the potential of G2 Austin; successful funding and ramp-up could drive shares toward the $2.40 2026E target.