We came across a bullish thesis on T1 Energy Inc. on Stockdrifts Research’s Substack. In this article, we will summarize the bulls’ thesis on TE. T1 Energy Inc.'s share was trading at $5.44 as of December 16th. NexGen (NXE) Ends Losing Streak as US Govt Urges Uranium Expansion ermess/Shutterstock.com T1 Energy Inc. provides energy solutions for solar and batteries in the United States and Norway. It also manufactures and sells photovoltaic solar modules. TE represents a unique opportunity as America’s o ...

Ariel Investments, an investment management company, released its “Ariel Global Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter marked a period of extremes. The stocks fell after the “Liberation Day” tariff announcement in early April and rebounded following the pause in tariff implementation. Enthusiasm for artificial intelligence (AI) themed stocks and robust corporate earnings results lifted global and U.S. indices to new highs. Against this back ...