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@NotesontheNoise Avatar @NotesontheNoise Notes on the Noise

Notes on the Noise posts on X about $flnc, $eose, ai, $fslr the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXXX% automotive brands XXXXX% technology brands XXXXX% countries XXXX%

Social topic influence $flnc #17, $eose #31, ai 27.27%, $fslr #2, solar #1060, $arry #530, $nxt #2, investment #3726, $tsla #226, $nvda #1491

Top accounts mentioned or mentioned by @iamfabien @zastocks @crescatkevin @bourboncap @geminiapp @stocksavvyshay @mmmtwealth @kobeissiletter @mrderivatives @fintradershub @iamfabian

Top assets mentioned Fluence Energy, Inc. Class A Common Stock (FLNC) Eos Energy Enterprises, Inc. (EOSE) First Solar, Inc. (FSLR) Array Technologies, Inc. Common Stock (ARRY) Nxt (NXT) Tesla, Inc. (TSLA) NVIDIA Corp. (NVDA) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Astera Labs, Inc. Common Stock (ALAB) Vertiv Holdings Co (VRT) Bloom Energy Corporation (BE) Arista Networks Inc (ANET) Metadium (META) Oklo Inc. (OKLO) Micron Technology, Inc. (MU) NuScale Power Corporation (SMR) Lumentum Holdings Inc. Common Stock (LITE) Coherent Inc (COHR) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Advanced Micro Devices (AMD) GE Vernova Inc. (GEV) CoreWeave, Inc. (CRWV)

Top Social Posts

Top posts by engagements in the last XX hours

"Ive spoken about $FSLR over the last month or so. But recently Ive been digging more in the solar +battery theme and I think there is a massive opportunity in 2026. Post dropping soon - be sure to follow $FLNC $EOSE"
X Link 2025-11-28T02:43Z 2103 followers, 1177 engagements

"The "Free Money" Engine 💸 Two tax code hacks driving profitability: X. Section 45X: Direct cash payments for US manufacturing. X. Domestic Content Adder: A XX% bonus ITC for developers using US hardware. This turns US manufacturers into kingmakers"
X Link 2025-12-01T06:26Z 2103 followers, XXX engagements

"@BourbonCap $ARRY"
X Link 2025-12-03T08:15Z 2103 followers, XXX engagements

"$ARRY $NXT $FSLR"
X Link 2025-12-03T21:10Z 2103 followers, XXX engagements

"@StockSavvyShay $ARRY 👇"
X Link 2025-12-06T18:50Z 2103 followers, 1106 engagements

"$VRT I was a bit high with $2.75b but still a decent top line beat. ATH in overnight market so far"
X Link 2025-10-22T09:59Z 2100 followers, 1196 engagements

"Here is my "Fortress America" Basket for the 2026-2028 buildout: 👑 The King: First Solar $FSLR Thin-film tech bypasses the Chinese supply chain completely. They are sold out through 2026. Revenue is a calculation not a forecast"
X Link 2025-12-01T06:26Z 2102 followers, XXX engagements

"🔋 The Critical Enabler: Storage You can't power AI data centers with intermittent sun. You need batteries. Fluence $FLNC is the blue-chip play now profitable with a massive backlog. Eos $EOSE is the high-risk/reward bet on non-lithium US tech"
X Link 2025-12-01T06:26Z 2102 followers, XXX engagements

"$ALAB smashed earnings and raised guidance $CRDO smashed earnings and raised guidance $NVDA smashed earnings and raised guidance And you think its a bubble"
X Link 2025-12-01T21:26Z 2103 followers, XXX engagements

"@MMMTwealth @iamfabien $CRDO fits between short run copper and longer run optics. Just posted a massive result and has a much bigger moat than optics companies"
X Link 2025-12-03T02:26Z 2103 followers, XXX engagements

"$CRDO being down after such an insane earnings report is likely a gift that is not going to last"
X Link 2025-12-04T20:49Z 2102 followers, XXX engagements

"$FLNC and $EOSE doing the heavy lifting today $ARRY and $NXT not too bad as well $FSLR joins the party at some stage And dont forget $BE not included in this thread but also up today"
X Link 2025-12-04T21:15Z 2103 followers, XXX engagements

"Was this an epic false breakout to flush traders out only for the real breakout to occur for $ALAB"
X Link 2025-12-08T01:57Z 2102 followers, 1730 engagements

"$FLNC nudging $XX in overnight market. Breaking out again. Going to need to change it to a log chart soon. Will $EOSE join Keep watching $ARRY $FSLR and $NXT too"
X Link 2025-12-08T01:48Z 2101 followers, XXX engagements

"@KobeissiLetter Many companies will benefit from this alongside $NVDA. I cover many of those. Heres the results since initial coverage"
X Link 2025-12-08T21:49Z 2101 followers, XXX engagements

"@Mr_Derivatives I cover many of the companies that will benefit from $NVDA selling more chips Follow for more ideas like these 👇"
X Link 2025-12-08T21:50Z 2101 followers, XXX engagements

"We are entering the era of "Strategic Solar." Its about energy security protectionism and AI. Here is my investment framework for the re-industrialization of the US grid. $FSLR $NXT $ARRY $FLNC $EOSE $TSLA 🧵👇"
X Link 2025-12-01T06:26Z 2101 followers, 8951 engagements

"🛠 The Industrial Core: Nextracker $NXT & Array $ARRY They make the trackers that move the panels. $NXT is the quality leader with a pristine balance sheet. $ARRY is the recovery play trading at a discount. Both are capitalizing on domestic content bonuses"
X Link 2025-12-01T06:26Z 2101 followers, XXX engagements

"$ARRY is a very high-beta play Ive recently entered. Possibly higher low confirmed. Check replies for thesis 👇 $FSLR $NXT"
X Link 2025-12-03T21:10Z 2101 followers, XXX engagements

"I warned about the demand for optical transceivers. Big day for $AAOI $LITE and $COHR"
X Link 2025-12-09T19:55Z 2101 followers, XXX engagements

"On days like today you get to position yourself for the anticipated run in early 2026 $NVDA $VRT $CRDO $ALAB $AMD $BE are all weak heading into a massive AI buildout and supportive macro backdrop. Youll want to own risk"
X Link 2025-12-09T20:03Z 2101 followers, XXX engagements

"$GEV up nicely since I sold. You win some you lose some. Long term I still think Ill do better is $ALAB $CRDO $META and $AAOI Sold out of $CRWV for a loss"
X Link 2025-12-09T22:14Z 2101 followers, XXX engagements

"$CRDO and $ALAB down presumably on the co-packages optics narrative form $NVDA $LITE $COHR and $AAOI up on the news. The reaction ignores the current runway these networking companies have. Optics will take a bit more time before it disrupts revenue"
X Link 2025-12-10T02:22Z 2101 followers, XXX engagements

"Good day for solar. Thesis below 👇 $FSLR $ARRY $NXT"
X Link 2025-12-10T21:24Z 2101 followers, XXX engagements