
The obvious demand for power keeps rising with ALLLL the new talk around AI and data centers. TE’s G1 Dallas facility has an annual production capacity of 5GW and their new G2 Austin facility can expand up to 8GW!
Their solar module and battery storage systems can supply clean and reliable power to some of the largest tech companies – MSFT GOOG AMXN etc.
We’ve seen what EOSE can do and I think we’re pretty dam early on this one. They’ve recently announced the closing of the $72 million dollar offer at $3.25/share, so we’re not too far off that mark today. This offer was to support the first 2.1GW phase of its new G2 facility.
Edit – Just bought another 2,500 shares – $3.83 average
‘Not financial advice’
