Stockdrifts Research

Utility grade Solar Supply Chain

$TE, $TOYO $TSLA $GLW etc.

Feb 18 • Stockdrifts Research

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Initiated a SPEC position in a new Battery Energy name

I am excited to dive deep

Feb 12 • Stockdrifts Research

$TOYO Deep Dive 3

Even sophisticated TE Early birds don't properly understand a few insights about it's sexy cousin

Feb 4 • Stockdrifts Research

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Solar Multi bagger Deep Dive 2

Risk #1 is eliminated, done 25% in 2 trading days

Feb 2 • Stockdrifts Research

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January 2026

Incredible multi bagger opportunity in Solar

An Asymmetric solar bet. The new $TE

Jan 30 • Stockdrifts Research

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Fact checking Serenity and my DD on Valens Semiconductor ($VLN)

VLN semi for Autonomous cars and Robotics

Jan 11 • Stockdrifts Research

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The Great Solar Reversal (Sector Deep Dive 1)

Why the market's most hated sector is setting up for a massive run

Jan 7 • Stockdrifts Research

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December 2025

TE Dilution and funds raised

Possibility of $300M cash injection and FEOC compliance

Dec 11, 2025 • Stockdrifts Research

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November 2025

FLNC Deep Dive Part 2

Blowout guidance and very important information to build conviction for FY26

Nov 25, 2025 • Stockdrifts Research

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$TE/T1 Deep Dive 3 (There might be a positive suprise tommorrow)

Time sensitive. Q3 Earnings in a few hours

Nov 14, 2025 • Stockdrifts Research

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Transalta ($TAC $4B) has 9GW of energized power trying to make a pivot to AI HPC

Least riskiest and most undervalued in the AI/HPC data centre pivot market. A deep dive

Nov 8, 2025 • Stockdrifts Research

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October 2025

$TE T1 Energy Deep Dive (Part 2)

Fully diluted capital is 50% higher, but no-one is talking about the powered Giga Arctic factory that can be repurposed into an AI data centre

Oct 29, 2025 • Stockdrifts Research

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