SOLV Energy is off to the races as a builder of large-scale solar and battery storage projects that keep industries powered. It covers solar, high voltage, battery storage, services, O&M and SCADA, and has built 500+ power plants, 50+ battery storage systems and 300+ interconnections, as an $8 billion company. x.com 

T1 Energy's real thesis is its first profitable quarter making American solar for the AI power buildout, after emerging from FREYR Battery. Rising institutional ownership is partly just dilution math: shares outstanding rose 41% in a year, shareholders voted to double the authorized count, it still needs about $225 million of funding, and insiders were net sellers over 12 months. x.com 

T1 Energy is undervalued as an essential power provider for the AI boom, with an aggressive 18-month target of $18 against an average analyst target of $9.00-10.25. As hyperscalers hit a power bottleneck, its pivot to US solar manufacturing, battery storage via the KORE Power acquisition and possible data center repurposing make it a high-conviction growth play. The target assumes successful G2 Austin execution, positive EBITDA in 2027 and a lasting premium for US AI-adjacent energy names. x.com  … Show more

Solar is worth being heavily long through Enphase Energy and T1 Energy as it takes a larger share of US power. Per a quoted post, solar generated more US electricity than coal for the first time in May, 12.8% versus 12.2%, and solar plus storage made up 91% of new US power capacity added in Q1. x.com 

Shoals Technologies is an infrastructure play on AI as an energy shock, since the grid must expand to keep up and Shoals monetizes the electrical complexity of connecting new capacity. Solar is shifting from a policy and ESG narrative to an infrastructure one, a transition not yet priced. Its latest quarter beat on revenue, set a record backlog and raised the full-year outlook, suggesting the story may be turning faster than expected. x.com  x.com