@JordanNich86 Jsm
Jsm posts on X about $te, $skyt, ai, solar the most. They currently have [------] followers and [----] posts still getting attention that total [---------] engagements in the last [--] hours.
Engagements: [---------] #
Mentions: [--] #
Followers: [------] #
CreatorRank: [-------] #
Social Influence
Social category influence finance stocks technology brands cryptocurrencies countries celebrities automotive brands exchanges fashion brands social networks
Social topic influence $te #4, $skyt #13, ai, solar #2702, business, $ampx #2, money #4767, in the, $oss #19, investment #2591
Top accounts mentioned or mentioned by @accountingds @denebulord @spacanpanman @t1energy @leonmensbridge @grok @jskerner @inspect444 @itschrisray @hiteshkar @shortshoward @cruxcapital @blackpanthercap @moninvestor @jordaantrades @ryansfinance @rindomperignon @user889889 @thewingman4life @itssaltyyyy
Top assets mentioned SkyWater Technology, Inc. (SKYT) ZetaChain (ZETA) Bloom Energy Corporation (BE) Alphabet Inc Class A (GOOGL) First Solar, Inc. (FSLR) Nebius Group N.V. Class A Ordinary Shares (NBIS) Iris Energy Limited (IREN) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Ondas Holdings Inc. Common Stock (ONDS) Nextracker Inc. (NXT) IonQ, Inc. (IONQ) Sei (SEI) Eos Energy Enterprises, Inc. (EOSE) Fluence Energy, Inc. (FLNC) Credo Technology Group Holding Ltd (CRDO) American Superconductor Corp (AMSC) Metadium (META) Astera Labs, Inc. (ALAB) Rocket Lab USA, Inc. Common Stock (RKLB) ImmunityBio, Inc. Common Stock (IBRX) Rubrik, Inc. (RBRK) Enovix Corporation Common Stock (ENVX)
Top Social Posts
Top posts by engagements in the last [--] hours
"@JonahLupton Damn youre good at this"
X Link 2024-08-28T14:58Z [--] followers, [--] engagements
"@MVanbrunsc47513 @SixSigmaCapital Curious why white fiber. They seem fine decent revenue and growth but I dont see a secret sauce there and the valuation looks pretty fair if not steep now"
X Link 2025-10-02T13:12Z [--] followers, [--] engagements
"@MVanbrunsc47513 @SixSigmaCapital Fair. I grabbed it after earnings for a few weeks and made +25% but sold. Had higher conviction plays. Market is telling me I let go too soon. Moved to $sei (Solaris not the coin.) Huge gas turbine shortage. New business for them. Early stages but servicing XAi and growing"
X Link 2025-10-02T14:04Z [--] followers, [---] engagements
"$FRMI looks like a [----] SPAC. Big plans. Big names. Big numbers on paper. Almost nothing real ATM. Decade away from substantial revenue. As of right now they are a field + a few gas turbines trying to get online. At almost 20bn valuation you could really get hurt"
X Link 2025-10-02T14:10Z [--] followers, [---] engagements
"@MVanbrunsc47513 @SixSigmaCapital Love it. Much of my portfolio is currently built around the power shortage thesis. I actually recently grabbed $duot. Take a look what they have been and their recent hires. Ask Gemini about their energy pivot recent earnings and senior management hires. You might like it"
X Link 2025-10-02T14:41Z [--] followers, [---] engagements
"@RJCcapital How come nobody is talking about $SEI. Massive pivot into ai off grid energy. Huge demand turbine shortage small cap future revenue visibility. I own shares and calls but never see anyone talk about it. Still under the radar"
X Link 2025-10-03T15:16Z [--] followers, [----] engagements
"$IREN I cant get over the Blackrock 40bn deal. Paying 40bn for a data center provider with 5gw puts $iren (rudimentary math over simplified) at $24bn value. They closed Friday at $14bn. Blackrock expects to flip this for a 2-3x We arent close to the end of this cycle"
X Link 2025-10-06T13:00Z [--] followers, [---] engagements
"Market is re-rating $IREN. Thanks @BlackRock $IREN I cant get over the Blackrock 40bn deal. Paying 40bn for a data center provider with 5gw puts $iren (rudimentary math over simplified) at $24bn value. They closed Friday at $14bn. Blackrock expects to flip this for a 2-3x We arent close to the end of this cycle. https://t.co/qgTFpR4PRA $IREN I cant get over the Blackrock 40bn deal. Paying 40bn for a data center provider with 5gw puts $iren (rudimentary math over simplified) at $24bn value. They closed Friday at $14bn. Blackrock expects to flip this for a 2-3x We arent close to the end of this"
X Link 2025-10-06T13:37Z [--] followers, [---] engagements
"Is anyone paying attention to $SEI (Solaris Energy) yet Supplying gas turbines for off grid data center power access Xai largest customer Insiders buying up stock all September If you believe power is the bottleneck in ai ( $Iren) Its breaking out wake up"
X Link 2025-10-06T18:57Z [--] followers, [---] engagements
"Still nobody paying attention to $sei (Solaris Energy Infrastructure) - Providing rapid off grid power to AI factories via Gas Turbines - Just raised huge funds to buy 80MW more turbines - Largest customer (xAI) just raised [--] billion. - Insiders keep gobbling up shares"
X Link 2025-10-08T16:56Z [--] followers, [---] engagements
"Feels like Ive been screaming into the void on this one. Shes up 11%. Breaking out. $SEI (Solaris Energy) Is anyone paying attention to $SEI (Solaris Energy) yet Supplying gas turbines for off grid data center power access Xai largest customer Insiders buying up stock all September If you believe power is the bottleneck in ai ( $Iren) Its breaking out wake up https://t.co/pSc3EP4q91 Is anyone paying attention to $SEI (Solaris Energy) yet Supplying gas turbines for off grid data center power access Xai largest customer Insiders buying up stock all September If you believe power is the"
X Link 2025-10-13T14:07Z [--] followers, [---] engagements
"One of these companies has a market cap of $25 billion the other is $3.4 Both are AI energy plays. $BE $FLNC Time to do some research on $FLNC yes they also have a massive contracted revenue backlog"
X Link 2025-10-14T17:16Z [--] followers, [---] engagements
"Is Solaris Energy Infrastructure ( $SEI ) interesting to anyone yet Think Elon knows anything about energy He picked them. xAI is reportedly arranging a $20 Billion lease-to-own agreement for NVIDIA $NVDA GPUs The Information says to secure long-term access to inference hardware. Its also forming a joint venture with Solaris Energy to build a 1-gigawatt power plant. https://t.co/0zB51uBnXo xAI is reportedly arranging a $20 Billion lease-to-own agreement for NVIDIA $NVDA GPUs The Information says to secure long-term access to inference hardware. Its also forming a joint venture with Solaris"
X Link 2025-10-16T18:06Z [--] followers, [---] engagements
"My timeline flooded with euphoric $NBIS and $IREN posts of holders hitting ATH and biggest gains ever had me concerned. However the truth is the algorithm is showing me an echo chamber of other holders who I continue to engage with. The market hasnt peaked WE were early"
X Link 2025-10-04T22:46Z [--] followers, [---] engagements
"@babyfolio $SEI (Solaris infra) -Off grid gas turbines solving time to power for data centers. -Huge growing customer in xAI -Raised funds for new 80MW of power. -Growth and profit -Still small market cap Strong leadership with ties to military operational execution and energy"
X Link 2025-10-12T15:32Z [----] followers, [---] engagements
"@babyfolio Another one fur you $DUOT [--]. Deploying edge data centers [--]. Recently launched duos energy. Similar to $sei with off grid solutions. Just has [--] best quarters in company history and hired new leadership. Chart breaking out as well. Revenue visibility for future quarters baked"
X Link 2025-10-12T15:39Z [--] followers, [---] engagements
"So when do we start buying $ALAB. Did the entire thesis collapse because Broadcom is making more custom chips. No. Can a chartist tell me where we look to enter"
X Link 2025-10-17T14:21Z [--] followers, [---] engagements
"More details on the $SEI (Solaris Infrastrucure) energy deal for @elonmusks @xai power plant to get the Collossus [--] mega ai factory off the ground. Oh yea @BlackRock just bought up a bunch of their shares.Probably nothing. $iren and $nbis fam know power is the bottleneck XAI is entering into unusual financial arrangements to fund Colossus [--] including: -A $20 billion lease-to-own deal for Nvidia chips with Valor Equity Partners raising the money through a special purpose vehicle (SPV). -A joint venture with Solaris Energy Infrastructure to XAI is entering into unusual financial arrangements to"
X Link 2025-10-19T23:36Z [--] followers, [---] engagements
"@TheValueist @grok can you give a brief synopsis with takeaways"
X Link 2025-10-23T19:27Z [--] followers, [--] engagements
"I feel like when you are sure of something is exactly when you get bit in the ass. But $AMSC has to have a blowout earnings here right They are dead center in the middle of the AI energy crunch and if $BE is any signal they are due to run it up"
X Link 2025-10-28T22:51Z [--] followers, [---] engagements
"$AMSC actually reports Nov5 Excited about this on - AI driven exponential energy demands - Recent industry beats ( $BE) - Expanding margins and profit - 80% YOY growth (Q1) - Current $2.6bn market cap. This looks like a +$15bn company by [----] I am betting on sooner"
X Link 2025-11-01T11:24Z [--] followers, [---] engagements
"@TheRonnieVShow $AMSC -Solving massive electricity grid issues -Hyper growth with profit -Massive CAGR in their space -Still tiny (2.6bn). Improving margins -Multiple recent beats across ai energy space ( $BE $CCJ) Chart ready for post earnings gap up"
X Link 2025-11-01T14:00Z [--] followers, [---] engagements
"Uuum. Does anybody care about Solaris Energy yet This will continue to run up. Elon needs his power for Colossus 📊 Solaris Energy $SEI Q3 Earnings ✅ Earnings Beat Adj. EPS: $0.32 YoY: 300% (from $0.08) ✅ Revenue Beat Sales: $166.8M YoY: 122.4% (from $75.0M) Feels like Ive been screaming into the void on this one. Shes up 11%. Breaking out. $SEI (Solaris Energy) Feels like Ive been screaming into the void on this one. Shes up 11%. Breaking out. $SEI (Solaris Energy)"
X Link 2025-11-03T22:05Z [--] followers, [---] engagements
"@matthew_sigel For some reason nobody cares about this stock. Maybe because they share a ticker with a garbage crypto coin. Ill just keep printing money over here $sei Solaris"
X Link 2025-11-03T22:13Z [--] followers, [---] engagements
"@matthew_sigel Is $amsc on your radar Optimizing grids for ai power crunch. Great growth and margins. Will be shocked if they dont crush earnings based on what we have seen from other energy optimization/data center companies ( $be $sei)"
X Link 2025-11-03T22:27Z [--] followers, [---] engagements
"@RJCcapital $TE Market Cap: $690M Earnings: Q4: $2.4M Q1: $64.5M Q2: $132.6M Q3: $210M (preliminary) Dead center in the Ai energy crunch. Yea. Thats an easy one. Risk reward is rarely this good"
X Link 2025-11-04T20:21Z [--] followers, [---] engagements
"Checking in on my account today All jokes aside anyone who said the last few weeks havent been at least a little stomach turning is a liar. Even if we are up +200% YTD Losses roll in quick as the base gets bigger Today feels good $te $nbis $iren $be $amsc $flnc $apld"
X Link 2025-11-05T18:11Z [--] followers, [---] engagements
"@matt01352890881 @RindomPerignon If youre buying this company you should know there will 100% be dilution along the way. Look at the growth and runway. They need capital. Its not a secret. Just mentally prepare for it and decide if its worth it"
X Link 2025-11-05T18:33Z [--] followers, [--] engagements
"Here is @APompliano and @DivesTech talking about $TE Ives states that China is obviously years ahead of the U.S. when it comes to manufacturing power. He later stated solar is what will solve the gap near term Makes sense why we are seeing @T1_Energy scale so quickly"
X Link 2025-11-07T01:33Z [--] followers, [----] engagements
"@accounting_ds @Raymond1103SD @babyfolio 10% $te isnt that crazy. They have gone from zero to $210m a quarter in [--] months based on their earnings pre release at +50% Q over Q growth in an increasingly energy scarce market. Sub 700m market cap. Betting against at this stage is essentially expecting insolvency"
X Link 2025-11-08T17:21Z [--] followers, [---] engagements
"@babyfolio @accounting_ds @Raymond1103SD Tbh I have about 200k exposure there + $5 April calls last week for [--] cents. To me its relatively de-risked based on factory operations and ramp. But to your point there will be dilution and its loss making for a while. Just dont see this scale at this market cap"
X Link 2025-11-08T17:31Z [--] followers, [--] engagements
"@hiteshkar $TE is going to open today with potentially a sub $700m market cap and just told us they will do $400m in 4th quarter growing 90% Q over Q in the ai energy space. The debt is a risk but There is a disconnect right now in this market cap and the company stage"
X Link 2025-11-14T12:09Z [--] followers, [---] engagements
"@accounting_ds We are in a moment where growth is irrelevant and the market is terrified of anything loss making. $te is putting up an insane ramp and is clearly mispriced at the moment. This and many others prices will look like the April low prices in a year or so"
X Link 2025-11-14T12:31Z [--] followers, [---] engagements
"Listened to $TE call - projecting over $380m in Q4 - +80% Q over Q growth - expect improved pricing leverage in [----] due to market dynamics - 🚩53m customer off take issue from existing contract when they took over business (previously reported) Would love a bear opinion"
X Link 2025-11-14T13:57Z [--] followers, [---] engagements
"@chaka23121 It looks like they are going to hit well over 1.25bn in sales in [----]. Im trying to figure out what I am missing here. There will def be more dilution but it feels justified at this point in the journey"
X Link 2025-11-14T14:18Z [--] followers, [--] engagements
"@midwit_capital @EdeDaniel49367 So theres a lot to unpack here. I was going back and forth with Gemini deep research today. $TE is deeply undervalued. Once they prove they close capital to fund G2 the risk gap closes and it should rerate. Risks are real but the floor is essentially in at this point"
X Link 2025-11-14T21:35Z [--] followers, [----] engagements
"@midwit_capital @EdeDaniel49367 not to say $te is a sure thing. But the combination of [--]. Already having proven there is an appetite for the debt [--]. The tax credit situation through [----] [--]. The acccelerated ramp of 210m/quarter with visibility into almost $400m next quarter. Insolvency is unlikely"
X Link 2025-11-14T21:36Z [--] followers, [---] engagements
"I like to go back and forth with Google @GeminiApp deep research to pressure test my thesis on stocks. Here are some screenshots on a report I pulled on $TE based on todays earnings projections debt and public comps. Deeply undervalued with real risks but a rising floor @midwit_capital @EdeDaniel49367 So theres a lot to unpack here. I was going back and forth with Gemini deep research today. $TE is deeply undervalued. Once they prove they close capital to fund G2 the risk gap closes and it should rerate. Risks are real but the floor is essentially in at this point https://t.co/99on0tMTTC"
X Link 2025-11-14T21:47Z [--] followers, [---] engagements
"@RJCcapital Google @GeminiApp agrees too"
X Link 2025-11-15T16:27Z [--] followers, [--] engagements
"@RJCcapital @GeminiApp If you dont think they are going literally bankrupt (not impossible but unlikely given ramp and environment). this is a huge multiple coming over the next 12-18 months"
X Link 2025-11-15T16:29Z [--] followers, [--] engagements
"@vinai_odds The reality is if they can get the capital + get G2 up and running on time aka avoid bankruptcy this company is going to 5x minimum over [--] months and likely much more. The real risk is insolvency because cash is low and burn is high. If they get cheap debt its a rocket🚀"
X Link 2025-11-15T21:17Z [--] followers, [--] engagements
"@hiteshkar @EdeDaniel49367 45x tax credits are crucial now because they create a floor and help fund the G2 expansion. The additional funds from this wont be necessary once they hit scale. This is modeled out not a surprise. Section [---] tariffs are the bigger policy backdrop supporting $TE"
X Link 2025-11-17T22:17Z [--] followers, [---] engagements
"@midwit_capital What is this screenshot from Funny enough I have been hypothesizing that $TE is a prime candidate for govt investment. 10-15% stake guarantees G2 finishes and has clear national interests to secure domestically produced power for AI infrastructure"
X Link 2025-11-21T13:46Z [--] followers, [---] engagements
"@midwit_capital No no Im not suggesting or trying to start a rumor. This is only a thought in my head. However I will say you dont see companies of this size getting the amount of govt attention this one does. There is a clear national interest in it succeeding. Thats all I meant"
X Link 2025-11-21T14:07Z [--] followers, [---] engagements
"@midwit_capital Other piece. The investment required here would be tiny compared to the immediate value returned. 100-150m closes the funding gap to G2 and the market cap probably 5x minimum as the market re-rates $TE as a future solar energy leader Would be asymmetric for the govt 🤷"
X Link 2025-11-21T14:10Z [--] followers, [---] engagements
"@accounting_ds Look forward to seeing this you are one of the other folks Ive seen who has done their research on $TE. Ive dug deep (even deeper during this pullback to strengthen my conviction) but wondering what new details I will uncover. Keep spreading the good word. 🚀"
X Link 2025-11-22T19:30Z [--] followers, [---] engagements
"@accounting_ds Ive learned more about section [---] tariffs and 45x over the past [--] weeks than I would like to admit. 😭"
X Link 2025-11-22T19:43Z [--] followers, [--] engagements
"@accounting_ds The $TE X community needed this. Great work To me as long as Sec [---] is renewed and we complete G2 on time this is a 5x minimum over [--] months as risk is reduced and path is clear. By [----] if they execute halfway its a 20x minimum. Govt investment also a possibility 🤞"
X Link 2025-11-23T16:01Z [----] followers, [----] engagements
"@accounting_ds I think dilution is baked into the current price. Approaching a billion annual run rate in sales with a market cap of under 600m. Dilution doesnt bother me for this price. Its cheap for a reason"
X Link 2025-11-23T16:08Z [--] followers, [---] engagements
"@Google cant handle the demand for Gemini [--] services. Probably nothing. Def a sign of an AI bubble. Just like [----] in the dot com by bubble when site crashed because of all the demand for their service. Wait. $IREN $NBIS $CIFR http://pets.com http://pets.com"
X Link 2025-11-25T18:22Z [--] followers, [---] engagements
"@moninvestor The cash crunch is real but with the current revenue ramp policy protections and industry growth and energy demands its hard to imagine they cant get financing to bridge this gap and get to some exciting multiples from here $TE"
X Link 2025-11-26T00:56Z [---] followers, [---] engagements
"@RindomPerignon Theres a noticeable uptick in chatter over the past [--] weeks. That plus the stock finding a floor and rebounding has me feeling pretty good about [----]. Too good a story to ignore in the current AI Sovereignty energy crunch environment. Expecting a big 2026"
X Link 2025-11-27T21:45Z [--] followers, [--] engagements
"@RindomPerignon I am too but trying to stay reasonable given the recent pullback (although I think we bottomed) But I am holding a degenerate amount of April and July $TE calls so I hope youre right (This isnt even half lol)"
X Link 2025-11-27T21:57Z [---] followers, [---] engagements
"The Current Setup on $TE (T1 Energy) AKA is it a good time to enter and near term expectations Seen a lot of folks ask for this but havent seen anyone fully write it up Full $TE technical and near term catalyst overview below: We are at a critical inflection point with $TE following a huge breakout retrace and fast recovery. This along with the recent business updates and revenue progress make this one of the most interesting opportunities in the market. I grabbed these three charts floating around the timeline (credit to the OGs who posted them) and decided to feed them all into Google"
X Link 2025-11-30T16:12Z [----] followers, 21.3K engagements
"@accounting_ds I doubled down and bough a pile of $5 July calls (didnt catch the bottom) for .90cents a piece. They were trading at $1.35 at close Friday. Excited to see what these look like in March 😤 Putting my money where my mouth is"
X Link 2025-11-30T16:24Z [---] followers, [----] engagements
"If $TE is your favorite on that list and the reason you are not buying is because you think you missed it I couldnt disagree more. Passing because you dont like the balance sheet makes sense (its a little scary) but we havent even touched the upside here yet. They will do $800m revenue this year +60% QoQ growth. They solve the cash problem and this rerates to +2bn market cap instantly. $15 is my [----] target. $20 is very possible"
X Link 2025-11-30T22:55Z [----] followers, [---] engagements
"Totally reasonable. While I did a post on the $TE technicals I actually generally trade themes story and business fundamentals. -You have an exponentially growing energy crunch that essentially every ceo of a Hyperscaler has admitted is the biggest gap they have. - Google cloud saying they need to double compute every [--] months (energy) - Govt backed tarrifs (section [---] originally implemented by the Trump admin and extended by Biden almost certainly be extended by Trump based on their focus on onshoring and ai independence) - hyper revenue growth and off grid energy source located in Texas"
X Link 2025-11-30T23:20Z [----] followers, [---] engagements
"@_FinalFortune @accounting_ds Ive got a lot more than that 😉"
X Link 2025-12-01T00:44Z [---] followers, [--] engagements
"$TE volume coming in heavy this morning with 1.3m shares traded in [--] minutes. Wow. Lets see if we are right about the chop around $4.40/$4.50 We are super early here if they execute. The Current Setup on $TE (T1 Energy) AKA is it a good time to enter and near term expectations Seen a lot of folks ask for this but havent seen anyone fully write it up Full $TE technical and near term catalyst overview below: We are at a critical inflection point with https://t.co/OIoY6I1CMi The Current Setup on $TE (T1 Energy) AKA is it a good time to enter and near term expectations Seen a lot of folks"
X Link 2025-12-01T14:37Z [----] followers, [----] engagements
"Loved your mega post. I can see how much interest is growing in $TE but there are really still only a few real thesis breakdowns out there. Mostly just charts. Its cool to see how people from different backgrounds evaluate opportunities. Figured I would throw my POV out there"
X Link 2025-12-02T02:31Z [----] followers, [----] engagements
"I love the thesis and believe in the concept. Some things scare me too much right now The revenue isnt growing as fast as you would think for what they are bringing to market and the ai power need. Also $EOSE market cap is 5X $TE and they do a fraction of the revenue with slower growth and higher cash burn. How long is the ramp here before profit Feels like years and years I own $BE as they have a lot more traction big growth and already profitable with strong margins. I keep watching $EOSE but the big revenue miss last quarter during the AI infra supercycle freaked me out. I dont get how"
X Link 2025-12-02T11:38Z [----] followers, [----] engagements
"I think we have different definitions of ramp To me ramp is sales execution delivering to market quarterly and annual growth sustained. Proving you can deliver a product at scale and hit deadlines. $TE is proving this. Haven seen it yet from $EOSE I feel you on the factory. I am a little jaded there. I cut my teeth in 2020/2021 in the spac era. I could name [--] EV Auto companies that had massive backlog of orders and a ramping factory this was just a quarter away from delivering massive revenue (lordstown fisker workhorse lightning etc etc.) Almost all of them are gone. The only [--] left are"
X Link 2025-12-02T13:44Z [----] followers, [----] engagements
"@darthcap1tal @grok $TE Management has said they would do more revenue in Q4 than the total revenue of the last [--] quarters. Last [--] quarters revenue was about $410m You can check the earnings call for quotes"
X Link 2025-12-02T14:16Z [----] followers, [----] engagements
"6/10 feels fair. But Grok doesnt know my net worth salary overall investment mix or other information that would probably give it a more accurate answer of my overall risk profile and how this fits. I didnt yolo my life savings here but if it goes to zero it would hurt a lot. Also now it would hurt my pride since I put it on this public post lol. Good luck dude"
X Link 2025-12-02T14:24Z [---] followers, [--] engagements
"@BelfortsTaxGuy You might be right. But at its peak $blnk did 140m in ANNUAL revenue and was servicing an emerging ev industry. $TE just did 210M QUARTERLY revenue and is servicing the fastest growing industry in the world. Doesnt feel quite the same but time will tell. Good luck sir"
X Link 2025-12-02T14:28Z [----] followers, [---] engagements
"@OestaOne I love the turbine play. I own $DUOT who got into this business. I recently sold $SEI (Solaris not the shit coin) and regret it. They service XAI with gas turbines and are growing fast and profitably"
X Link 2025-12-02T14:43Z [----] followers, [----] engagements
"@accounting_ds see you on the moon $te"
X Link 2025-12-02T14:49Z [---] followers, [---] engagements
"Soooo these $5 $TE July calls I bought early last week for $0.89 are getting weird. Is this going to be the best trade of my life"
X Link 2025-12-02T15:07Z [----] followers, [----] engagements
"@accounting_ds I know. Dont wanna be too greedy here. I have some $6 April calls that I bought at a shitty price and are finally back green again. I probably take those off the table soon before too long. less upside. The July calls have a lot of runway and time"
X Link 2025-12-02T15:22Z [---] followers, [---] engagements
"Hes right $IREN shareholders God forbid you own a company that uses their stock to fund hyper growth before they become profitable You could end up owning junk like $NOW $CRWD or any litany of terrible companies that werent profitable at IPO. $NBIS This could be you soon. Sell now $TE this is coming for you too Promise me you won't buy these spec stocks after they do their converts That's 1999-2000 all over again Promise me you won't buy these spec stocks after they do their converts That's 1999-2000 all over again"
X Link 2025-12-03T02:02Z [---] followers, [----] engagements
"$TE Updated Technical Analysis by Gemini: This is the Buy Point Lots of requests for $TE entry timing and targets from my last post. Here you go: Key Takeaways: - The entry point is now - This is the pullback coming down from the spike to $5.22 a few weeks ago - Near term target is $6.50 (4-8 weeks) - Mid term target is $8.00 (3-6 months) - Massive recent volume spike is almost certainly institutional Personal Notes and Caveats: - There are so many things that can happen between now and then to blow past this or make it irrelevant to the downside. AI cannot predict the future. - I would"
X Link 2025-12-03T14:19Z [----] followers, 12.1K engagements
"Gemini says $TE are best in class here. Full write up in screen shots. But I do appreciate the call out. Summary: T1 Energy is not just "compliant"; they are effectively selling compliance as a product. By ensuring their panels are FEOC-free they allow their utility customers to claim full U.S. tax credits which justifies a premium price for T1's products over cheaper imports"
X Link 2025-12-03T18:49Z [----] followers, [----] engagements
"@accounting_ds Well this move yesterday doesnt feel as crazy as it did [--] hours ago. $te"
X Link 2025-12-04T16:41Z [----] followers, [---] engagements
"Took Geminis advice on $TE and added to my position yesterday. I also took the opportunity today to sell roughly the same amount of calls (spread it across $BE and $ALAB) as my position exploded to over $350k in calls and almost as much in commonsit started to feel irresponsible While this price action is exciting a positive progress update on G2 progress or early drop on Q4 numbers is really what moves this thing and makes it real. So early here and a rare opportunity. Few companies are as aligned with so many bull market themes (check my pinned post for my thesis) and offer this upside and"
X Link 2025-12-04T18:21Z [----] followers, [----] engagements
"$TE Special Meeting Update: Key Takeaways from Resolutions and why this should get you excited: TLDR: $TE is cleaning up its balance sheet and cozying up to the govt to actually fulfill the vision they have been selling. Heres the laymans breakdown of yesterdays vote and what it means: [--] The Debt is GONE. 💰 We just wiped out $80M in debt in exchange for equity. That debt was costing us 7% interest a year. Cash flow is king. Now that cash stays in the business. [--] "Dilution" = Growth 🏭 Yes they increased the authorized share count. If youve done your DD you knew this was coming. Building G2"
X Link 2025-12-05T00:50Z [----] followers, [----] engagements
"@accounting_ds Just made a post on this 🚀"
X Link 2025-12-05T01:03Z [---] followers, [---] engagements
"@accounting_ds Theres literally no other way to interpret it if you are intending to hold onto this for more than a pump and dump. Strengthening every thesis I invested in. If you are surprised they are preparing to raise cash then you shouldnt be investing in early stage businesses"
X Link 2025-12-05T01:15Z [---] followers, [---] engagements
"Rarely mess around with premarket but added 50% of a position I want to build in $RBRK at $83.50. This thing was already undervalued and we are about to see some big price target increases. This has years of runway and a pretty big price dislocation right now. Always looking for that. Said goodbye to a fan favorite AI Infra Compute cult stock that I wont name because I dont want to be attacked in the comments lol"
X Link 2025-12-05T13:55Z [----] followers, [---] engagements
"$TE annoying to say the least. On a speculative stock stuff like this shakes peoples confidence. Doesnt seem material but Im hoping this person isnt at the company anymore or this is nothing. Also feels like small potatoes for the DOJ $TE: T1 Energy received a Subpoena from DOJ and SEC regarding an executive/board member's sale of stock in 2H of [----]. The sale was related to stock that the individual pledged as collateral against a personal loan and was approved according to the company's insider trading https://t.co/073y6kqsoV $TE: T1 Energy received a Subpoena from DOJ and SEC regarding an"
X Link 2025-12-05T14:41Z [----] followers, [----] engagements
"$TE The Headline You Missed: 3GW Secured with Margin💰🤑 Wondering why we are up today on DOJ news While the market obsesses over legal noise the business just dropped a massive commercial win. [--] [---] GW Megadeal Signed ✍ They just locked in a massive [---] GW contract for [----]. Total Backlog: This brings the Dallas (G1) factory to [---] GW sold for [----]. The factory floor is filling up a year in advance. This is what demand looks like. [--] Profit is LOCKED The key phrase in the filing: "Fixed-margin offtake." This isn't just empty volume; it represents guaranteed profitability. This insulates them"
X Link 2025-12-05T15:29Z [----] followers, 11.7K engagements
"@accounting_ds https://open.spotify.com/track/73EKQrgYNVwOaKdwh5a1PVsi=JAid8wLVSky-PTNZE7hHeg https://open.spotify.com/track/73EKQrgYNVwOaKdwh5a1PVsi=JAid8wLVSky-PTNZE7hHeg"
X Link 2025-12-05T15:31Z [----] followers, [---] engagements
"$TE re-rating incoming. The bankruptcy downside is being washed out as we speak. -Locked orders for [----] with margin - Debt gone - Stock price high enough to dilute and fund growth (thats now worst case and terms will be good) If you were waiting for a signal. This is is. $TE The Headline You Missed: 3GW Secured with Margin💰🤑 Wondering why we are up today on DOJ news While the market obsesses over legal noise the business just dropped a massive commercial win. [--] [---] GW Megadeal Signed ✍ They just locked in a massive [---] GW contract for https://t.co/fcdyHeEfyc $TE The Headline You Missed:"
X Link 2025-12-05T15:39Z [----] followers, [----] engagements
"@MartyZimme90457 @accounting_ds Almost always. Didnt feel like messing around with it and the volume was so big that I wasnt concerned"
X Link 2025-12-05T17:34Z [----] followers, [--] engagements
"SoooooThis is weird $TE Caught $NBIS at $47 last year $IREN at $21. But this is shaping up to be a whole different level. Not selling a dime. Dont think we have scratched the surface yet. If you want to know why I am so bullish here and went all in check my pinned post. (I have more in commons) @accounting_ds I doubled down and bough a pile of $5 July calls (didnt catch the bottom) for .90cents a piece. They were trading at $1.35 at close Friday. Excited to see what these look like in March 😤 Putting my money where my mouth is. https://t.co/WxZgctmaun @accounting_ds I doubled down and bough"
X Link 2025-12-05T21:47Z [----] followers, 28.2K engagements
"$TE Thesis This needs to be updated because so much of the bear case has been wiped over the last [--] weeks. People keep asking if its too late. I added more this morning. Dilution is probably coming so good chance you get a pullback. But this is a unique [----] opportunity. $TE Investment Thesis: Why I own over $400k and made it my Largest Position A bit about me so you can put this in context. - Im [--] years old - Work in sales at a leading tech company - Have [--] kids and a wife. - Most of this is in 401k and increasingly Roth accounts as I https://t.co/sm3yyOQxtj $TE Investment Thesis: Why I own"
X Link 2025-12-05T21:49Z [----] followers, [----] engagements
"@accounting_ds Man. This was my resolution in November when I was furious I didnt have capital to deploy. Would love to hear how you manage this. System you set up Rules I want to be better as well"
X Link 2025-12-05T22:34Z [----] followers, [---] engagements
"We see things very similar. Real talk I have not been hands on active in the markets in about [--] years. I happened to be on Pat leave with my first kid during Covid (I know Im way older than you lol) and saw what was happening in the spac market. I made like 800k (on a base of 50k) in like [--] months swinging spac warrants. Actually managed to see the bubble popping and got out with it. Havent been a truly active investor since. Around May this year all the capx investment caught my attention and I realized we were entering another moment and I needed to get back active. Obviously this is"
X Link 2025-12-05T22:52Z [----] followers, [--] engagements
"Bullish on [----]. Hence why I was kicking myself in November for not having cash. While the market dove every big tech and ai related earnings report was stronger than the last. Google is doubling compute every [--] months. Nebius is sold out. Amazon cloud sales accelerating. CapX commitments increasing. Data centers sitting offline due to energy crunch. And my company (rhymes with noodle) is integrating new tools into our workflows every day and they are all effective. Everything I believe has strengthened over the last quarter. It was a clear buying opportunity So many things would have to"
X Link 2025-12-05T23:01Z [----] followers, [---] engagements
"@accounting_ds Lets get it 😤"
X Link 2025-12-05T23:06Z [----] followers, [--] engagements
"Here is a Clean Overview of why $TE ran up today and why a 3-5x looks likely from here. Made this my largest position (now over $600k) over the last month so will be covering this close Pinned post has my thesis. Exciting one for [----] $TE The Headline You Missed: 3GW Secured with Margin💰🤑 Wondering why we are up today on DOJ news While the market obsesses over legal noise the business just dropped a massive commercial win. [--] [---] GW Megadeal Signed ✍ They just locked in a massive [---] GW contract for https://t.co/fcdyHeEfyc $TE The Headline You Missed: 3GW Secured with Margin💰🤑 Wondering"
X Link 2025-12-05T23:59Z [----] followers, [----] engagements
"$TE Weekly Recap: The Week The Thesis Changed $TE just has a transformational week from a business fundamentals perspective and we are seeing it in the stock price. The floor is in and the Re-Rate is on Deck. I wrote up an easy to digest overview as I know there will be a lot of new eyes on this over the weekend. [--] Commercial Breakout (Revenue Visibility) News: Signed a [---] GW fixed-margin offtake for [----]. Context: This brings the G1 Dallas factory to [---] GW sold for [----] (60% of capacity). Why it Matters: The factory floor is filling up a year in advance. They have floored the risk (costs"
X Link 2025-12-06T00:56Z [----] followers, [----] engagements
"There is literally always another one. Always. Tesla. NVDA. Meta dropped to [--]. Iren was $4 last year. NBIS was $17. Sofi was $4. Pltr. VRT was $11. AMD was $2 etc etc etc. Literally there is always another one. Research. Develop a thesis so you know what youre looking for when you see it and can move quick. The only reason I was comfortable going so heavy here so fast is because I had been all over this sector for a year. I could quickly identify price dislocation. Never too late. There is always another one"
X Link 2025-12-06T01:10Z [----] followers, [---] engagements
"Nah. Read the thesis for $TE I pinned on my page. I talk through how I research and invest. I pay for essentially every premium stock/investing site. I read it all the time. You just learn to figure out whats happening and find patterns. Then when something is off (like $TE ramping revenue to $800m revenue in a year in a crucial space but having $600m market cap) you can spot it quick and not second guess yourself. Sometimes the market is just wrong and you have to have done enough homework to pounce. Good luck dude. also. I am wrong all the time. Recently bet heavy on $amsc and got beat up."
X Link 2025-12-06T01:28Z [----] followers, [---] engagements
"I will add this is why people talk about looking for asymmetric upside. My $AMSC beat sucked. I lost like 30-35% in a day. But my wins like $IREN $NBIS and $TE all more than doubled. Theres infinite upside when youre right. 😉 Thats what youre looking for as a growth stock investor"
X Link 2025-12-06T01:33Z [----] followers, [---] engagements
"@Mr_Derivatives Construction company re-rating as a data center infrastructure excellence player 🤷🏾♂ $fix"
X Link 2025-12-06T01:48Z [----] followers, [----] engagements
"I sold the remaining $AMSC after earnings and moved it all to $TE. The reality is they wont move up again until they have another earnings report and show what track they are on after that report. Do I still believe in $AMSC I believe in the thesis and where they sit given everything going on. The grid is incredibly important and a lot of money flowing there. My whole portfolio is built around the AI energy crunch. Rotated from compute to energy over the last few months (although still holding sizable $NBIS as I think they have the best tech chops diversified business and founder profile by a"
X Link 2025-12-06T11:59Z [----] followers, [---] engagements
"Personally not concerned with the demand. Look at $FSLR and their revenue over the last year. Look at $TE and their revenue growth. Re: politics. Agree it doesnt line up from that perspective. But the Trump team initiated the section [---] tarrifs in his first term and then Biden renewed. There is bilateral support here which is rare. The tech ceos have all been talking about solar. If you think oil money is big and connected to the Trump admin. I have news for you"
X Link 2025-12-06T12:22Z [----] followers, [---] engagements
"One of my wifes retirement accounts that I manage. She hasnt logged in once but I proactively keep her up to date. Told her we were down a bit in November. - Should I be concerned - No just keeping you informed. -Thanks baby what are we doing for dinner 😭😭😭"
X Link 2025-12-06T14:08Z [----] followers, 413.1K engagements
"@wilson_eth Here you go $te chart from [--] days ago Im going to update this weekend. $TE Updated Technical Analysis by Gemini: This is the Buy Point Lots of requests for $TE entry timing and targets from my last post. Here you go: Key Takeaways: - The entry point is now - This is the pullback coming down from the spike to $5.22 a few weeks ago - Near https://t.co/kB1nOdiKHr $TE Updated Technical Analysis by Gemini: This is the Buy Point Lots of requests for $TE entry timing and targets from my last post. Here you go: Key Takeaways: - The entry point is now - This is the pullback coming"
X Link 2025-12-06T18:07Z [----] followers, [---] engagements
"@InvestWithJorge Happy to have to onboard. Basically my entire page is $TE. Link to my thesis. But I have several recent updates charts and recaps. https://x.com/jordannich86/status/1995677041547505838s=46 $TE Investment Thesis: Why I own over $400k and made it my Largest Position A bit about me so you can put this in context. - Im [--] years old - Work in sales at a leading tech company - Have [--] kids and a wife. - Most of this is in 401k and increasingly Roth accounts as I https://t.co/sm3yyOQxtj https://x.com/jordannich86/status/1995677041547505838s=46 $TE Investment Thesis: Why I own over"
X Link 2025-12-06T21:29Z [----] followers, [---] engagements
"$TE 11/6 Multi-Chart + Business Fundamentals Technical Analysis by Gemini [--] Pro Key Takeaway: Just The Beginning +$9 by Q1 $12 by June Below is an updated and unedited write up by Gemini [--] Pro based on multiple technical charts I grabbed off X combined with recent SEC filing (8K and 10-Q). This gives it the broadest set of technical and business data. Charts used attached and in comments also builds on charts in previous post. Caveats and Personal Notes: - AI is not a crystal ball - Dilution is still likely short term - G2 being on track is key to all of this. - I own a ton of this stock but"
X Link 2025-12-07T03:46Z [----] followers, 22.8K engagements
"@2gar4ik I barely could. Didnt see the damage mostly until after. Dont check my accounts much during drawdowns to protect my psychology. Only opened it to rotate some stuff into $TE"
X Link 2025-12-07T04:22Z [----] followers, [----] engagements
"If that happens I will be very happy. Parabolic is possible with a story like this. But even scenario for $te like outlined by Gemini here would be amazing. Trying to stay balanced. Im shocked it made this aggressive of a projection but this was my thesis when I bought. If the bankruptcy case washed out this re-rates 5x basically instantly from where it was at $3 recently. Looks like Gemini agrees"
X Link 2025-12-07T06:27Z [----] followers, [---] engagements
"Hey All Sharing an updated $TE analysis I put together with Gemini. I used [--] charts and the recent SEC filings with material business updates to give it the broadest data set. Charts + practical real world information. Sourced them all in the post so people can see how I got here and use it themselves. Also used the same dialogue from a previous analysis I did last week so all that data is in here as well. More data builds a better model obviously. The previous predictions by Gemini have turned out to be conservative and this one is more bullish than the last ones. It agrees last week was"
X Link 2025-12-07T06:36Z [----] followers, [----] engagements
"Check my page. Covering what u believe is my Mona Lisa right now. $Te Im not actually as crazy as this screenshot looks. Im diversified through real estate company RSU and other retirement accounts. But I am an aggressive investor and have a high risk tolerance. Have to stomach a drawdown like this when market goes risk off. Keep researching and decide if its time to buy into peak fear. Which I did. Hence the mega bounce"
X Link 2025-12-07T10:39Z [----] followers, [---] engagements
"@nw3 @DadInvest @P_Remarks Would never own that. $iren options and commons from $nbis $iren $te. Whole sector dove. I love ai but you know its not magic. My investing style isnt for everyone but I have outperformed the market significantly over a decade"
X Link 2025-12-07T11:40Z [----] followers, [---] engagements
"@nw3 @DadInvest @P_Remarks Took a bad beat on $amsc too. That sucked"
X Link 2025-12-07T11:41Z [----] followers, [---] engagements
"There isnt enough power. We are in a trade war. $TE is booking out future revenue in advance and already scaling revenue from zero to $800m in one year. Bad debt is gone. Contracts have built in margin. $1.2bn market cap. It wont stay that way. Thesis is really that simple at this point. Morgan Stanley now projects data centers needing 72GW of power from [----] through [----] with the potential power shortfall widening from 44GW to 47GW. $MSFT $AMZN $GOOG $ORCL Morgan Stanley now projects data centers needing 72GW of power from [----] through [----] with the potential power shortfall widening from"
X Link 2025-12-07T21:45Z [----] followers, 18.5K engagements
"@victor__vector Yep thanks for the note. Super important point and an update on that is the next crucial piece we need from $TE before the end of this month. Here is a great recent post covering what we know so far about the project. $TE G2 Austin Construction Deep Dive🚨 The construction of $TE $850 million G2 Austin solar cell manufacturing facility in Rockdale Texas represents a significant domestic solar supply chain investment that is garnering a huge change in the Solar industry But who are the https://t.co/BKEqn68ZKm $TE G2 Austin Construction Deep Dive🚨 The construction of $TE $850"
X Link 2025-12-08T20:17Z [----] followers, [---] engagements
"$TE Buy levels are between $5.20 and $5.40 Many folks hoping to add $TE below $5 or even below $4. Its possible but I think youre being conservative here. The reality is this is likely going to $9 in Q1 and $12 by June. Low $5s is target See detailed analysis below $TE 11/6 Multi-Chart + Business Fundamentals Technical Analysis by Gemini [--] Pro Key Takeaway: Just The Beginning +$9 by Q1 $12 by June Below is an updated and unedited write up by Gemini [--] Pro based on multiple technical charts I grabbed off X combined with recent SEC filing https://t.co/4rRL9KE0Yf $TE 11/6 Multi-Chart + Business"
X Link 2025-12-08T23:14Z [----] followers, [----] engagements
"$TE Needs to give us a positive update on G2 this month or we need to re-think the risk/reward here. Last few weeks have been transformative in washing out the worst bear case of bankruptcy and locking in near term revenue but the big vision here is about G2. They promised to break ground in Q4. If they cant hit that deadline knowing how important it is to the market we need to be honest and look at this a little differently. Even if they give an update that they have pushed timing we would have to ask why they couldnt foresee the need to delay before the last few weeks of the month. What"
X Link 2025-12-09T13:24Z [----] followers, [----] engagements
"@LeonMensbridge Have they previously misrepresented their 45x tax credit strategy My understanding was the target here is Q4 so we should see it in earnings. Let me know if I missed something. Appreciate it"
X Link 2025-12-09T13:34Z [----] followers, [---] engagements
"Appreciate this. I dont want to be blind to anything. Im invested here so want all the info. Im looking at even as a relatively new entity based on their recent (18 month) leadership additions since the solar pivot. They have grabbed some experienced professionals. Some profiles attached. But please always push back on what I post if I miss things. My goal is to make money not to be right"
X Link 2025-12-09T13:53Z [----] followers, [---] engagements
"@blueskymindtq $TE still crazy cheap. 100%. I think some people miss the point asking how big they can be long term. I care less about that than I do about the re-rate that will happen over the next 12-18 months. They dont need to be a world beater to make this a massively successful trade"
X Link 2025-12-09T14:21Z [----] followers, [---] engagements
"Another $TE upgrade. Positive Dont let us down on G2 @T1_Energy $TE: Alliance Global initiates research coverage of T1 Energy with a Buy Rating and $8.50 Price Target The firm believes T1 is positioned to become a leading vertically integrated solar manufacturer. The company will serve as a "key player" in securing the broader solar supply https://t.co/K4xTD2B7Ff $TE: Alliance Global initiates research coverage of T1 Energy with a Buy Rating and $8.50 Price Target The firm believes T1 is positioned to become a leading vertically integrated solar manufacturer. The company will serve as a "key"
X Link 2025-12-09T14:36Z [----] followers, [----] engagements
"Appreciate everyone engaging on the $TE posts. My goal here is to offer and crowdsource information so we can see everything about this opportunity and be successful or know if something changes. I am going to change how I handle some things. - No more personal portfolio size posts. I may post weightings but no more dollar values. Overly personal posts get overly personal responses not what this is about. I also realize I can look like a douche. - I will remain more neutral and factual in my tone in any price projections or charts I post. I am using data and the best tools I have to get an"
X Link 2025-12-09T15:18Z [----] followers, [----] engagements
"$TE Fam I love this price action but be careful chasing this pop. I uploaded yesterdays action into the model Im running on Gemini last night basically predicted todays move perfectly. Its also saying this should cool off now. Also gave me EOY target of $8.20 😳"
X Link 2025-12-09T15:52Z [----] followers, [----] engagements
"Ive been grabbing essentially every technical chart I could find on X and elsewhere and uploading it to the same context window in Gemini [--] Pro thinking more for [--] weeks. Also added SEC business filings having it search for updates and industry comps. Im trying to flood it with information for the best model I can get. Not perfect but I think its probably much better than one persons take on X"
X Link 2025-12-09T17:40Z [----] followers, [---] engagements
"$TE Touched $7. Way beyond even my short term expectations. But an undervalued business with a great story like this can catch quickly. Stay responsible on this run up but wow"
X Link 2025-12-09T18:39Z [----] followers, [----] engagements
"@JordaanTrades Just got to read this. Great write up on $te. FWIW the customer offtake got solved last week. They flipped that into the 2GW purchase commitment with margin. So that risk if off the books. 🙌"
X Link 2025-12-09T18:58Z [----] followers, [---] engagements
"@JordaanTrades I did a write up at the end of the week on $TE and how last weeks events fundamentally evolved the thesis and brought up the bottom. I actually expected todays move yesterday. $TE Weekly Recap: The Week The Thesis Changed $TE just has a transformational week from a business fundamentals perspective and we are seeing it in the stock price. The floor is in and the Re-Rate is on Deck. I wrote up an easy to digest overview as I know there will be a https://t.co/Lw0luOUBuX $TE Weekly Recap: The Week The Thesis Changed $TE just has a transformational week from a business fundamentals"
X Link 2025-12-09T19:05Z [----] followers, [---] engagements
"@hiteshkar @spacanpanman @ArneLutsch @SingularityRes @RJCcapital Gotta ask how $be doesnt make this list"
X Link 2025-12-09T19:55Z [----] followers, [---] engagements
"Its actually extremely simple. I literally grab every chart on $TE posted on x. All of them show different information and are unique. I have continued to load all of them into the same Gemini Pro [--] chat on thinking mode. I add all sec filings and business updates unedited. Also ask it to incorporate search and peer comps from others in the space. Been doing this in the same saved chat for about [--] weeks now. Essentially flossing the model with data. Im not doing anything groundbreaking just want a model with a huge amount of context across charts and business"
X Link 2025-12-09T20:05Z [----] followers, [---] engagements
"Haha dude. Go try it. Just search $te on x. Copy like 8-10 recent charts that come up. Make sure you get some that span back like 12-18 months. Grab the 8k and 10q filings. Ask it what you should expect near mid and long term price wise based on the charts business updates. Ask what its using to make those assumptions. Ask it to use $FSLR and any other relevant comps. Then ask what are the next Material updates we should be looking for that could throw this off and what you should be considering. Its crazy easy. (These people who say AI isnt useful are sleep walking) I do try to push back on"
X Link 2025-12-09T20:11Z [----] followers, [---] engagements
"$TE 12/9 Post-Market Updated Chart + Business Technical Analysis By Gemini Pro [--] Key Takeaways: Institutions are Chasing Retail Seller Vacuum to $8 EOY +$9 in Q1 Notes and Caveats: - I didnt post last night because it felt too bullish but after today Im giving it more credit as it ended up being conservative - This is direct from the model I have been dropping filings and charts in for weeks not my opinion and no spin - This is literally what asymmetric investing is about finding a deal thats fundamentally undervalued beating the street and catching the re-rate - Gemini has never given"
X Link 2025-12-09T22:27Z [----] followers, [----] engagements
"@CryptoDegenDeFi Yes and I like it more than other quantum stocks. They seem to be further in market. That said I dont own it right now. Frankly Im so heavily concentrated in $TE right now and a few other high conviction names in ai+energy"
X Link 2025-12-09T22:47Z [----] followers, [---] engagements
"New $TE Buy Levels (per my Gemini $TE Model) Buy zones are jumping up aggressively as we are in breakout mode. - Youre looking for anything under $6.50 - Under $6 is deep value now. Full logic shared in linked post. (Per Gemini model not my opinions) $TE We want to hold $6.25 today and the bullish momentum is in-tact. Key sentence from Gemini write-up: The breakout level of $6.50 might be backtested (kissed goodbye) tomorrow. As long as we hold above $6.25 the trend remains healthy. I dont want to over weight the $TE We want to hold $6.25 today and the bullish momentum is in-tact. Key"
X Link 2025-12-10T15:58Z [----] followers, [----] engagements
"Waiting for business update from $TE with clarity on: - Finalization of capital raised and at what price shares are issued (hoping for above $5 for immediate shares) - Status of G2 and if they are on their previous stated timelines of Q4 breaking ground - Progress on FEOC compliance On the surface this is all part of the thesis but I want more details on business progress before having an opinion"
X Link 2025-12-11T10:10Z [----] followers, [----] engagements
"$TE Post Dilution Gemini Analysis I am going to reluctantly post the overview on the $TE dilution from the Gemini model I am running on $TE. I have gotten some pushback on these and its very fair. I want to be clear about what this is and isnt: - AI is not magic. It makes mistakes and its new - This is not how I make decisions but I find it helpful - Please for the love of God do your own research and form your own opinions. - I have been uploading dozens of charts for weeks and all legal documents $TE has released into this so it does use a broad base or technical and real world data to"
X Link 2025-12-11T15:28Z [----] followers, [----] engagements
"@accounting_ds I dont think we could be happier with this market response. From the volume its 100% heavy institutional. If they execute here the table it set for +10 in the next 3-6 months"
X Link 2025-12-11T17:40Z [----] followers, [---] engagements
"We are currently trading at an absurd forward multiple. We are just reversing being priced for bankruptcy. $TE Might be the most mispriced stock on the market. Particularly if you incorporate they are part of the AI energy trade. You could argue its actually more mispriced post funding even with the share price uptick"
X Link 2025-12-11T19:46Z [----] followers, [----] engagements
"$TE Still waiting for details on the funding and G2 but if we are questioning if there is institutional demand for shares I think we have the answer. I havent seen every dilution event ever but this is a remarkable market response"
X Link 2025-12-11T20:44Z [----] followers, [----] engagements
"@flipper20292 42m shares moved on $te. 20% of the company exchanged hands today. Only institutional flow can handle that level of volume"
X Link 2025-12-11T21:46Z [----] followers, [---] engagements
"$TE [--] Million shares exchanged hands today. That maps to roughly 20% of the company. Only institutional inflow could handle that selling pressure and keep floor from falling. I am looking for them to price the round between $5.25- $5.50 based on today. If that happens it would signal to me the institutions have been given a wink wink that G2 is on schedule. (Speculating a bit here but looking for any signal) We should know by Monday latest but hopefully tomorrow. $TE Still waiting for details on the funding and G2 but if we are questioning if there is institutional demand for shares I think"
X Link 2025-12-11T21:50Z [----] followers, [----] engagements
"$TE Would have liked a better price but not terrible (we opened at $4.90 [--] days ago) Oversubscribed of course is positive. Need business update. $TE: T1 Energy Prices Concurrent $140M Convertible Senior Notes and $140M Common Stock Offerings Convertible Note Upsized to $140M from $120M Conversion Premium: 40% Coupon: 5.25% Maturity: [----] Over-Allotment: $21M Common Stock Offering $140M Shares: [--------] Priced $4.95 https://t.co/AqUtXAqD8s $TE: T1 Energy Prices Concurrent $140M Convertible Senior Notes and $140M Common Stock Offerings Convertible Note Upsized to $140M from $120M Conversion"
X Link 2025-12-12T03:49Z [----] followers, [----] engagements
"We will see the share issuance down there will be a drag on the stock for a little. But the buying pressure has been so strong and chart wise we are still looking bullish. Hard to say. A positive business update pushes us up. I still cant fully have an opinion on everything until they give a firm update on G2 and feoc compliance"
X Link 2025-12-12T11:53Z [----] followers, [--] engagements
"My mom asked me about $FRMI a few weeks ago. I was honest. - Follow the money - Invest in revenue not promises - Have a real thesis not hunch My spac days taught me anyone can make a pretty deck. Making money is harder. Feel bad for investors who got rug pulled here"
X Link 2025-12-12T13:03Z [----] followers, [----] engagements
"$TE Share Pricing: Stock Levels to Watch Today Following Offering per Gemini Model I asked my model how to think about closing price today knowing share issuance is at $4.95. If you follow me you know Im running an ongoing $TE model in Gemini with all legal filings and at this point dozens of different charts from the last month. Its also comping us to FSLR. I am going to keep posing these because I find them valuable and I think most of my followers do. (Also they have been directionally correct at an incredibly high clip) CAVEATS: - This is AI not magic do your own research. - If you come"
X Link 2025-12-12T17:17Z [----] followers, [----] engagements
"$TE FEOC Compliance by [----] bothers me But realistically I guess if they just raised the money to buy out Trina it wasnt happening in the next two weeks. Looking for more info here. https://www.gurufocus.com/news/3258461/tes-strategy-to-achieve-compliance-by-2026-discussed https://www.gurufocus.com/news/3258461/tes-strategy-to-achieve-compliance-by-2026-discussed"
X Link 2025-12-12T21:34Z [----] followers, [----] engagements
"@LeonMensbridge I feel like youre quoting something here Context"
X Link 2025-12-12T21:46Z [----] followers, [--] engagements
"In the last two weeks we solved two of the biggest red flags in the $TE thesis. - They have a customer off-take $50m issue Solved: Now that has been flipped into a contract 4X the size. - They dont have any money bankruptcy or dilution is coming Solved: raised +250M oversubscribed. The stock price and market reaction is incredibly positive. There are other things we want to see but objectively this has been a very good two weeks. Its significantly more investable now than it was two weeks ago. At this point they just need to execute its in their control"
X Link 2025-12-12T23:57Z [----] followers, [----] engagements
"- G2 groundbreaking is pushed - FEOC compliance is more difficult than previously thought However they literally called this meeting. Having an investor day after raising a quarter billion and delivering mediocre news is career suicide. It would be corporate negligence not to have incredibly strong updates here. Again we dont know everything yet but this is the cadence of a company who is about to deliver a great update. We will have to wait a few more days to know for sure"
X Link 2025-12-13T16:55Z [----] followers, [---] engagements
"@txflon @x1618034 My first job was at Ogilvy an ad agency. The founder had a saying: You never want to be the smartest person in the room. Get rid of your ego. If you hire people taller than you become a company of giants I would rather be wrong and rich than right with my ego in tact. 👍"
X Link 2025-12-13T18:46Z [----] followers, [---] engagements
"Quick update on $TE as it really doesnt belong next to many of these pre-revenue and PPT slide companies. - they had $70m in bad debt they wiped [--] weeks ago. - they just did a share offering (dilution) it was oversubscribed and raised $280m was placed Friday and will have details tomorrow - they have called +$400m revenue this quarter up from $210 $130 and $64 the previous trailing [--] quarters (+80% QOQ growth) - trading at a fractional comp to $FSLR - only other fully onshore us domestic solar provider - lined up to have multiple forms of govt protection through [----] that both improve margins"
X Link 2025-12-14T14:52Z [----] followers, [----] engagements
"$TE Valuation Comps per Gemini I have been trying to figure out if there is another growth stock trading at a lower forward multiple. Im 100% certain you cant find a lower forward multiple with over 50% annual growth. And $TE is over 70% quarterly growth in the ai energy trade. I ran some comps on Gemini to illustrate. None of these are attacks on the other companies. I own a lot of $BE and recently started a position in $EOSE. Stop asking if they can win long term. Doesnt matter they already proved they can compete and are mis-priced today I care less about [----] price than I do about end of"
X Link 2025-12-14T16:06Z [----] followers, [----] engagements
"Agree. However Im following the money here. The current ramp is insane and they have earned some cred (not all of it) crushing earnings the last [--] quarters. If they continue to do this they will be able to bridge the G2/45x credit gap one way or another regardless (worst case is continued dilution but people will invest in that growth rate). If they put up a $400m Quarter in a few weeks as projected the risk/reward continues to be too big to ignore. The revenue ramp here is too big vs the market cap at this point. Money talks"
X Link 2025-12-14T16:30Z [----] followers, [---] engagements
"@MacroReSurf Stem when it was $STPK as a spac was one of the best investments of my life. Their previous management ended up sucking pretty bad. I wanna see more revenue ramp there before I believe them. But conceptually I agree with you"
X Link 2025-12-14T16:33Z [----] followers, [---] engagements
"At the current market cap (150m) and revenue they are priced to go bankrupt. So frankly if they even are half right you will do well. Watch their cash position and revenue ramp. They will need to raise cash likely given their burn rate and if they dont show material progress on revenue ramp they will either get awful terms or not be able to get money at all. I dont mind dilution if youre paying for a company with great growth and they can get decent terms (see my $TE thesis) If they cant accelerate growth soon I would be careful"
X Link 2025-12-14T16:45Z [----] followers, [--] engagements
"@MacroReSurf Currently portfolio is: [--]. $Te 2A. $NBIS 2B. $BE 2C. $Rbrk 3A. $alab 3B. $CRDO [--]. $EOSE Also outsized position in $GOOG and $META from RSUs via employment. I want space exposure next but havent done the diligence on $RKLB $ASTS $RDWR $TE currently dwarfs other positions"
X Link 2025-12-14T16:55Z [----] followers, [---] engagements
"@MacroReSurf If you want to run $ETF and have a higher risk tolerance I would add some $VGT (lower risk but +20% over the last decade) and $SPRX (higher risk shorter track record) Youre investments tell me $VGT is a better fit for you then s&p"
X Link 2025-12-14T17:01Z [----] followers, [---] engagements
"Take a look at the post I just made on $te re todays price action. This is essentially a new company with new balance sheet over the past [--] weeks with all the recent events. The institutions are entering right now. You can tell because: [--]. They just raised an oversubscribed (meaning there was more interest than shares available.) round for +260m if there wasnt interest they couldnt do that. Institutions literally just bought l. [--]. I think we have traded 80m shares in [--] days. If there werent institutions buying we would be down 50% or more. But we are hovering above [--] which was close to the 52"
X Link 2025-12-15T17:09Z [----] followers, [---] engagements
"The "Jerry Maguire" Dynamic in Small Caps: Breaking down $TE and Roth Capitals Relationship Ive been researching the relationship between T1 Energy ($TE) and Roth Capital to understand the bigger picture at play here. The dynamic reminds me of Jerry Maguire: A high-potential talent ( $TE) needs a dedicated agent (Roth) to bridge the gap to the big leagues. I find this fascinating but I know not everyone does so I used a sports analogy. The "Scout" Role Large banks (Goldman JPM) typically don't cover companies under $2B market cap. There isnt enough interest to justify it. This creates an"
X Link 2025-12-15T21:34Z [----] followers, [----] engagements
"The ones Trump enacted in his first term and Biden renewed against the country we are in a trade war with Youre gonna have to look at the info and make some reasonable assumptions. Its not a no risk situation but the arbitrage is in understanding the reality vs the fear and acting before consensus"
X Link 2025-12-16T15:03Z [----] followers, [--] engagements
"Funny. Was thinking after the funding that the $TE floor has become an acquisition. The onshore factory and revenue scale alone would easily command $3bn from $FSLR (almost 3x) Happy to hear they did this they recognize the current price doesnt reflect the current company and are protecting themselves"
X Link 2025-12-16T16:51Z [----] followers, [---] engagements
"$TE Gemini model Analysis of Setup going into Thursdays CEO Presentation Not adding any notes or takeaways. Read for yourself. I am not manipulating this. If you follow me you know Im pretty anal looking for weakness in my thesis. Context: -Been running a model for over a month now. -Over [--] charts in here including some I grabbed today. - All available SEC filing including ones that dropped today/yesterday - linkedin profiles of relevant executives (the mercenary it references is the head of govt affairs who has amazing experience actually crafting the section [---] tariffs at whirlpool during"
X Link 2025-12-16T18:58Z [----] followers, [----] engagements
"$TE You ever get nervous when things are going too well to plan waiting for the shoe to drop Looking for the problem or issue you dont understand. Expecting something to go wrong because nothing can go quite this right $TE Investment Thesis: Why I own over $400k and made it my Largest Position A bit about me so you can put this in context. - Im [--] years old - Work in sales at a leading tech company - Have [--] kids and a wife. - Most of this is in 401k and increasingly Roth accounts as I https://t.co/sm3yyOQxtj $TE Investment Thesis: Why I own over $400k and made it my Largest Position A bit"
X Link 2025-12-16T21:23Z [----] followers, [----] engagements
"$TE We officially have shovels to dirt on G2. FEOC compliance and its fucking checkmate. HOW ARE WE FEELING $TE FAM https://www.axios.com/2025/12/17/austin-texas-solar-plant-t1-energy https://www.axios.com/2025/12/17/austin-texas-solar-plant-t1-energy"
X Link 2025-12-17T11:37Z [----] followers, [----] engagements
"@accounting_ds Story is too big to hide. Will get tons of coverage"
X Link 2025-12-17T12:17Z [----] followers, [---] engagements
"@user889889 It would seem the weak hands are dumping today and folks are using the opportunity to buy shares cheap. 20m volume and we havent moved. Huge volume on a big down day for high beta names"
X Link 2025-12-17T20:33Z [----] followers, [--] engagements
"$TE Been suspecting this just based on volume alone but dont have a platform to visualize it. Today especially we are flat with 20m shares. Institutions are eating retail shares here. Weak to strong hands. As always @spacanpanman with great insight $TE: Trading flows since announcement of the concurrent stock and convert offering has been mostly institutional. Virtu and UBS typically represent retail and they are far down the list. T1 Energy is under owned by institutions. We should start to see a very different picture https://t.co/FmCvivO6WA $TE: Trading flows since announcement of the"
X Link 2025-12-17T20:55Z [----] followers, [----] engagements
"Well said its easy to get emotionally attached to an investment and look past mistakes. But particularly with small companies we need to be stringent and honest with ourselves when they break our trust and show lack of control/foresight. $TE has been rock solid this past year and seems to be at an inflection point. We just need FEOC compliance and we are lined up to really accelerate. The business should get a re-rating with the new clean balance sheet + revenue ramp"
X Link 2025-12-18T10:24Z [----] followers, [---] engagements
"$TE Big day for @T1_Energy with the @ROTHCapital Webinar on Deck. My expectation is that all FEOC/Tax Credit issues are solved or have a credible path to being solved in a way that secures their America First Moat. We have to read the tea leaves here: - Too much money ($300m I believe) just went into a tiny company. - Issue price was remarkably high ($4.95) given this years trading range was generally around $1. - Too many elite banks and analysts have put their neck on the line. - You dont hire an elite govt partnerships lead/Lobbyist (he actually sits in DC) who literally worked on sec 201"
X Link 2025-12-18T11:58Z [----] followers, [----] engagements
"THB I havent spent a lot of time looking into this because option been laser focused on the critical steps that $TE had to get done before 12/31. But yes I think its an option play on more tax compliant manufacturing capacity in the future. FWIW Gemini model thinks this is what takes the potential top off the opportunity if they actually execute. Great call out (this is an example of exactly why I have this account. Because Im uncovering something I didnt fully understand thanks to you)"
X Link 2025-12-18T13:20Z [----] followers, [----] engagements
"@accounting_ds Youre going to be broke and divorced in [--] months if you keep this up - Fin X Experts"
X Link 2025-12-18T14:48Z [----] followers, [---] engagements
"$TE I dont have an official word on FEOC or 45x but if it were an issue we would know by the stock price. We are now working with a clean slate growth story and a truly unique moat. Seems this is just the beginning. $TE: Big thanks to @ChristianF52364 for sharing his notes on the Roth T1 Energy Call: Super bullish tone overall. Management sounded confident and excited. Stock popped hard - closed around $6.22 up 14% on huge volume (16M+ shares) Key highlights: - They've got [--] GW of $TE: Big thanks to @ChristianF52364 for sharing his notes on the Roth T1 Energy Call: Super bullish tone overall."
X Link 2025-12-18T18:47Z [----] followers, [----] engagements
"I am not trying to be rude. I actually want to help you understand this conceptually. Early stage companies with large market opportunities spend more than they make to gain market share and invest in their infrastructure. When a company goes from zero to 800m in revenue in one calendar year it signals a major market opportunity. As an investor you want to invest in that company so they can grab the market and continue expanding while they improve operations and unit economics overtime and become profitable. Thus as an investor you want to see a company take on outside capital to continue to"
X Link 2025-12-18T21:22Z [----] followers, [---] engagements
"@holdyourwinners Not a red flag for me at this point. Smart money with more info than us thinks its solved. Im sleeping better than ever with this one"
X Link 2025-12-18T21:36Z [----] followers, [--] engagements
"@kevin_poi Im not going to write up a comp for you but here is some helpful info. Gonna have to do some of your own research. https://finance.yahoo.com/news/t1-energy-inc-te-bull-180813831.html https://finance.yahoo.com/news/t1-energy-inc-te-bull-180813831.html"
X Link 2025-12-19T00:49Z [----] followers, [---] engagements
"@kevin_poi The mid-pricing and upside is the juicy part. There is room for both companies. They dont have to beat $FSLR for you to make a ton of money on the trade $TE could end up 1/3rd the size of $FSLR and thats an 8x from here. If they beat them (possible) its a 40x"
X Link 2025-12-19T00:56Z [----] followers, [---] engagements
"$TE Currently has a Unique Convergence of Perfect Chart Technicals and Business Inflection Point (Thanks @blissplz for letting me use your chart for this) Those who have been following the company understand what an amazing turnaround story this is. In the last month alone we have essentially introduced a new company: - Cleared all bad debt - Improved liquidity through oversubscribed share offering (+$300M Cash) - Broken ground on G2 - Multiple Rating initiations at +$7 (conservative honestly but both pre fund raise) - Booked out 60% [----] capacity - Got rid of bad customer off-take issue -"
X Link 2025-12-19T11:51Z [----] followers, [----] engagements
"$TE They called me a pumper"
X Link 2025-12-19T16:22Z [----] followers, [----] engagements
"@midlevelcruiser @moninvestor Gotta assume thats baked into price right"
X Link 2025-12-19T16:29Z [----] followers, [--] engagements
"$TE My exit plan I promised to say when I was selling a material stake. I plan to exit the majority of my Options (April and July $5 and $6 calls) at $10.00. I have some Sept $7 calls I will hold. I will let the majority of my commons ride after because I think this is just the beginning. But Im sitting on hundreds of thousands of dollars in options at this point that are already 200-300% up. At $10 they will be 5-8xs. Will have to bail just as a responsible adult. Still have a massive pile of commons that I plan to let ride. My original plan was a 75% commons sale at $12. But that feels"
X Link 2025-12-19T16:45Z [----] followers, [----] engagements
"The top of the current fib projections on the charts is around $11-$12. Meaning we should get there technically without too much trouble. Options have time decay the longer I hold them the less upside they have. Also a lot less volume. I was buying $TE $5 July calls at [--] cents. The current ask is [----]. If we hit $10 they will be at like $6. Its actually going to be somewhat difficult and strategic for me to offload all my contracts without dragging the price down in the market. I probably need to time it up with an event like running into earnings or after good new when volume pops. If"
X Link 2025-12-19T18:08Z [----] followers, [---] engagements
"$TE @TheRonnieVShows words. Not mine. Funny less and less people are calling me a crazy gambling addict Have a great weekend fam. Dont think we could be more excited about how things have baked here since my $TE thesis post on 12/1. Feeling like this is my Mona Lisa Textbook base breakout and RIP for $TE FIB Targets: $9.31 l $18.07 l $28.61 https://t.co/UMsBE5c9PY Textbook base breakout and RIP for $TE FIB Targets: $9.31 l $18.07 l $28.61 https://t.co/UMsBE5c9PY"
X Link 2025-12-19T21:49Z [----] followers, [----] engagements
"@accounting_ds Know whats crazy dude. I feel like these last few days we are JUST getting $TE coverage from some larger fintwit accounts. If retail falls in love with this story (part of my thesis story is too good) It could get weird"
X Link 2025-12-19T22:00Z [----] followers, [---] engagements
"@RJCcapital How serious are we here Should I share my $te options positions. 😏"
X Link 2025-12-20T00:17Z [----] followers, [---] engagements
"How fast can you spot an asymmetric anomaly. and when do you bail on an investment. I bought $TE two days after came across it but I knew instantly I was highly likely to purchase due to a few factors it ticked off: - Insane growth ramp - High revenue / Market cap ratio - AI Energy exposure Frankly the rest almost didnt matter. I knew at that level (unless something was truly rotten under the hood) that the risk reward was massively tilted in my favor. A lot has to go wrong at that market cap + revenue ramp in this sector for this company to go backwards from here. I piled in heavy not"
X Link 2025-12-20T16:06Z [----] followers, 17.9K engagements
"@midascabal $TE Little dated but actually better investment now than when I wrote this. https://x.com/sjcapitalinvest/status/1995677041547505838s=46 $TE Investment Thesis: Why I own over $400k and made it my Largest Position A bit about me so you can put this in context. - Im [--] years old - Work in sales at a leading tech company - Have [--] kids and a wife. - Most of this is in 401k and increasingly Roth accounts as I https://t.co/sm3yyOQxtj https://x.com/sjcapitalinvest/status/1995677041547505838s=46 $TE Investment Thesis: Why I own over $400k and made it my Largest Position A bit about me so"
X Link 2025-12-20T20:37Z [----] followers, [---] engagements
"@SamvegPatel @WaltzDisneyz Wait"
X Link 2025-12-20T23:04Z [----] followers, [---] engagements
"All jokes aside literally its this. When I posted my portfolio performance people were like YOU WOULDNT SURVIVE A BEAR MARKET I was like. I agree I wouldnt try this in a bear market. Yes this is 100% my playbook. Follow fin-x accounts. Figure out the hot sectors. Learn them front and back. Do lots of DD. Jump on stuff you like. Aggressively size up winning bets. Canvas for all info. I mean look at my account. Its become neurotic. But money doesnt sleep. 🤷♂"
X Link 2025-12-20T23:08Z [----] followers, [---] engagements
"It really shows how little research people do that its being called a meme name with the revenue its doing now. I think this is going to be a retail fomo darling once the story gets a bit further along. Its too good. People will get behind it. I am not counting on it but Wouldnt be surprised to see a parabolic run off sentiment alone. They called a 400m quarter coming up. If that happens it should break through"
X Link 2025-12-21T15:25Z [----] followers, [---] engagements
"@accounting_ds FWIW. if I ended up with 20m in a Roth and no other money but I was [--] years old. Dont you think I could get a pretty decent rate on a secured loan for a few million bucks to bridge the gap Theres a lot of angles to having a massive pile of tax free money"
X Link 2025-12-21T18:17Z [----] followers, [---] engagements
"@ManuInvests @accounting_ds One of my Roth accounts lol"
X Link 2025-12-21T23:21Z [----] followers, [--] engagements
"@HaterReport_ Yo this gotta be the worst defensive scheming in the history of basketball. No help down there against Shaq"
X Link 2025-12-21T23:55Z [----] followers, [----] engagements
"Everywhere. I pay for like [--] premium sites. I think IBD and the lists they have of breakout stocks stocks making new highs best small caps etc. Are amazing places to uncover stuff Motley fool articles (mostly recycle the same stuff but every now and then) Seekingalpha has great breadth of stuff. But I think X is where you start to see if smart people are digging into stuff and getting ahead of the curve. Im honestly blown away by the depth of research on here. Its not an accident that every year you see people here with 200-500% gains in a year. They are out here finding the $iren and $nbis"
X Link 2025-12-22T11:10Z [----] followers, [--] engagements
"$TE Happy F&cking Monday We got an another deal Literally selling everything they make before it comes off the lot. Purchasers are expecting this to meet FEOC compliance. Again Im following the money here. They cant make these things fast enough and the customers are buying hand over fist because they believe $TE to be uniquely compliant here. Its looking like they might be building an early monopoly in this space. Still barely over $1bn market cap. You havent missed it yet. But youre about to. We are so early here its a joke."
X Link 2025-12-22T11:37Z [----] followers, [----] engagements
"$TE Gemini Model Treaty Oaks Deal Overview: $18 Just Became a Real Target (Gemini model overview. Been running this for months. See my old posts for context.) BREAKING: T1 Energy x Treaty Oak (Macquarie Asset Management) The thesis just shifted from "Speculative Trade" to "Institutional Reality." Here is why the 900MW partnership announced today is the fundamental bridge to the $18.00 technical target. [--]. The "Smart Money" Validation Treaty Oak is not a random developer; they are a portfolio company of Macquarie Asset Managementthe worlds largest infrastructure manager. Macquarie does not"
X Link 2025-12-22T11:54Z [----] followers, 13.7K engagements
"@accounting_ds @moninvestor Only a psycho would have a portfolio with 75% $TE with mostly call options"
X Link 2025-12-22T12:15Z [----] followers, [----] engagements
"@accounting_ds @moninvestor Told you in a post I deleted before. Moving the retirement goal from [--] to [--]. Its all in my Roth. Can move all of this as much as I want. Ive got gains of 200-300% in a few weeks I wont pay a dime of tax on"
X Link 2025-12-22T12:19Z [----] followers, [---] engagements
"$TE Were there signals How fast can you spot an asymmetric anomaly. and when do you bail on an investment. I bought $TE two days after came across it but I knew instantly I was highly likely to purchase due to a few factors it ticked off: - Insane growth ramp - High revenue / Market cap ratio - https://t.co/7AhTkQ3Vwo How fast can you spot an asymmetric anomaly. and when do you bail on an investment. I bought $TE two days after came across it but I knew instantly I was highly likely to purchase due to a few factors it ticked off: - Insane growth ramp - High revenue / Market cap ratio -"
X Link 2025-12-22T12:52Z [----] followers, [----] engagements
"@cleanmoney86"
X Link 2025-12-22T13:39Z [----] followers, [---] engagements
"@accounting_ds @DeNebulord Gemini thoughts on $TE price action thus far today. I plugged in today and the [--] day chart"
X Link 2025-12-22T15:50Z [----] followers, [----] engagements
"@accounting_ds @DeNebulord Not sure if you buy options a lot but make sure to do a limit buy"
X Link 2025-12-22T15:57Z [----] followers, [---] engagements
"You pay more for the Jan [----] vs the June [----] becuase you get a lot more time to hit your target. If G2 construction hits a snag in April and the stock drops to [--]. Youre screwed if you have June calls. But you have [--] months to recover to January. You take a lot more risk on shorter duration calls More leverage. More risk. Think of it as an extreme scenario if you bought Jan [----] $10 calls (4 weeks out) They might be crazy cheap because theres a huge chance they expire worthless. But if it hits they might move from ten cents to [--] cents. So you 5x. Its all about risk and time decay"
X Link 2025-12-22T17:44Z [----] followers, [---] engagements
"Personally the reason I bought them is because most of my calls are through July (some in Sept) But im realizing there could be a lot to this story that happens in the back half of the year and it could take off. I want to grab that optionality now Before its priced in. $10 feels like a very reasonable target for end of year that I wont lose money. They have to fail to not hit that"
X Link 2025-12-22T17:50Z [----] followers, [---] engagements
"$TE Roth Capital Partner Philip Shen Raises T1 Price Target to $15 from $7 Names $TE [----] Top Pick Who could have seen this coming. its almost like they are working together. Shocking stuff 😏 The "Jerry Maguire" Dynamic in Small Caps: Breaking down $TE and Roth Capitals Relationship Ive been researching the relationship between T1 Energy ($TE) and Roth Capital to understand the bigger picture at play here. The dynamic reminds me of Jerry Maguire: A high-potential https://t.co/X3p9ZbAApT The "Jerry Maguire" Dynamic in Small Caps: Breaking down $TE and Roth Capitals Relationship Ive been"
X Link 2025-12-23T13:47Z [----] followers, [----] engagements
"$TE $15 Roth Price Target Upgrade w/Source For folks who wanted official comms link here. https://www.investing.com/news/analyst-ratings/t1-energy-stock-price-target-raised-to-15-from-7-at-rothmkm-93CH-4421374 $TE Roth Capital Partner Philip Shen Raises T1 Price Target to $15 from $7 Names $TE [----] Top Pick Who could have seen this coming. its almost like they are working together. Shocking stuff 😏 https://www.investing.com/news/analyst-ratings/t1-energy-stock-price-target-raised-to-15-from-7-at-rothmkm-93CH-4421374 $TE Roth Capital Partner Philip Shen Raises T1 Price Target to $15 from $7"
X Link 2025-12-23T15:55Z [----] followers, [----] engagements
"@spacanpanman @Reformed_Trader @spacanpanman Dude. How the F do you have eyes on EVERYTHING. I dont understand how you can keep track of so many emerging companies. Its incredible to watch"
X Link 2025-12-23T16:36Z [----] followers, [---] engagements
"I read a great report on $TE by Lake Cornelia Research (@CorneliaLake) last night. It feels like they are articulating the realization I have had as the picture comes together. In my initial overview of $TE I saw an upstart company that had taken advantage of policy developments and perfect market conditions to quickly ramp up. I am now realizing $TE is a true technology disruptor and product led company. $TE is setting up to challenge the current market order not just by policy arbitrage but by truly delivering a product that delivers outsized outcomes commanding margin and sticky customers."
X Link 2025-12-23T16:56Z [----] followers, 17.2K engagements
Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
- topic: Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $. required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
Example response:
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
Example response:
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
Schema:
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_id: The [network]::[unique_id] for the influencer
- creator_network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_posts: total number of posts with interactions in the last [--] hours
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
- network: Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok required
- id: Provide the unique ID or screen name of the creator required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
Example response:
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
- topic_influence: an array of social topics and the creators ranking on each topic
- topic: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
- top_community: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
Creator Time Series
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
- network: Influencer social network required
- id: The unique id or screen name of the creator required
- bucket: bucket time series data into hours or days. default is hours.
- interval: Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored.
- start: The start time (unix timestamp) to go back to.
- end: The end time (unix timestamp) to stop at.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
Example response:
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
Schema:
- config: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
- network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- interval: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
- start: Start/from unix timestamp (in seconds)
- end: End/to unix timestamp (in seconds)
- bucket: Data is generally bucketed into hours or days
- name: The full name of the asset
- generated: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
- time: A unix timestamp (in seconds)
- followers: The number of publicly displayed followers the creator has
- interactions: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
- posts_active: number of unique social posts with interactions
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing