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@SJCapitalInvest S&J InvestmentsS&J Investments posts on X about $te, business, thesis, investment the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence finance XXXXX% stocks XXXXX% technology brands XXXX%
Social topic influence $te #8, business #3885, thesis #72, investment 6.85%, target #2020, market cap #375, solar #1716, $400k #19, debt #1310, $800m #17
Top accounts mentioned or mentioned by @accountingds @samvegpatel @leonmensbridge @jordaantrades @dadinvest @2gar4ik @hiteshkar @cryptodegendefi @nw3 @premarks @danielkoss @martyzimme90457 @wilsoneth @victorvector @blueskymindtq @spacanpanman @arnelutsch @singularityres @rjccapital @darthcap1tal
Top assets mentioned American Superconductor Corp (AMSC) Eos Energy Enterprises, Inc. (EOSE) Bloom Energy Corporation (BE) First Solar, Inc. (FSLR) IREN Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Alphabet Inc Class A (GOOGL) Oracle Corporation (ORCL) Morgan Stanley (MS) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Comfort Systems USA, Inc. (FIX)
Top posts by engagements in the last XX hours
"Soooo these $X $TE July calls I bought early last week for $XXXX are getting weird. Is this going to be the best trade of my life"
X Link 2025-12-02T15:07Z 1428 followers, 4806 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 X months (energy) - Govt backed tarrifs (section XXX 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 1428 followers, XXX engagements
"Loved your mega post. I can see how much interest is growing in $TE but there are really still only a few real thesis breakdowns out there. Mostly just charts. Its cool to see how people from different backgrounds evaluate opportunities. Figured I would throw my POV out there"
X Link 2025-12-02T02:31Z 1428 followers, 1979 engagements
"$TE Thesis This needs to be updated because so much of the bear case has been wiped over the last X 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 2026 opportunity"
X Link 2025-12-05T21:49Z 1428 followers, 4883 engagements
"$TE Investment Thesis: Why I own over $400k and made it my Largest Position A bit about me so you can put this in context. - Im XX years old - Work in sales at a leading tech company - Have X kids and a wife. - Most of this is in 401k and increasingly Roth accounts as I convert I am a real person with responsibilities and people counting on me and my income. I state this to say that this is not play money. How I invest I invest in themes and sectors with macro tailwinds constantly reading every news source I can looking for patterns signals and overlapping trends I can get into before the"
X Link 2025-12-02T02:10Z 1428 followers, 55.4K engagements
"$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: X The Debt is GONE. π° We just wiped out $80M in debt in exchange for equity. That debt was costing us X% interest a year. Cash flow is king. Now that cash stays in the business. X "Dilution" = Growth π 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 1428 followers, 7523 engagements
"Hey All Sharing an updated $TE analysis I put together with Gemini. I used X 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 1428 followers, 5325 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. $1.2bn market cap. It wont stay that way. Thesis is really that simple at this point"
X Link 2025-12-07T21:45Z 1428 followers, 18.4K engagements
"@LeonMensbridge Have they previously misrepresented their 45x tax credit strategy My understanding was the target here is Q4 so we should see it in earnings. Let me know if I missed something. Appreciate it"
X Link 2025-12-09T13:34Z 1428 followers, XXX engagements
"$TE volume coming in heavy this morning with 1.3m shares traded in X minutes. Wow. Lets see if we are right about the chop around $4.40/$4.50 We are super early here if they execute"
X Link 2025-12-01T14:37Z 1428 followers, 3941 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 XX 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 X left are"
X Link 2025-12-02T13:44Z 1428 followers, 1234 engagements
"@accounting_ds Well this move yesterday doesnt feel as crazy as it did XX hours ago. $te"
X Link 2025-12-04T16:41Z 1428 followers, XXX engagements
"$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"
X Link 2025-12-05T14:41Z 1428 followers, 2460 engagements
"@wilson_eth Here you go $te chart from X days ago Im going to update this weekend"
X Link 2025-12-06T18:07Z 1428 followers, XXX engagements
"$TE 11/6 Multi-Chart + Business Fundamentals Technical Analysis by Gemini X Pro Key Takeaway: Just The Beginning +$9 by Q1 $XX by June Below is an updated and unedited write up by Gemini X 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 1428 followers, 22.2K 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 1428 followers, 1410 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"
X Link 2025-12-08T20:17Z 1428 followers, XXX engagements
"Its actually extremely simple. I literally grab every chart on $TE posted on x. All of them show different information and are unique. I have continued to load all of them into the same Gemini Pro X chat on thinking mode. I add all sec filings and business updates unedited. Also ask it to incorporate search and peer comps from others in the space. Been doing this in the same saved chat for about X weeks now. Essentially flossing the model with data. Im not doing anything groundbreaking just want a model with a huge amount of context across charts and business"
X Link 2025-12-09T20:05Z 1428 followers, XXX engagements
"$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 $XXXX a few weeks ago - Near term target is $XXXX (4-8 weeks) - Mid term target is $XXXX (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 1428 followers, 12K engagements
"Gemini says $TE are best in class here. Full write up in screen shots. But I do appreciate the call out. Summary: T1 Energy is not just "compliant"; they are effectively selling compliance as a product. By ensuring their panels are FEOC-free they allow their utility customers to claim full U.S. tax credits which justifies a premium price for T1's products over cheaper imports"
X Link 2025-12-03T18:49Z 1428 followers, 1470 engagements
"$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 1428 followers, 4749 engagements
"@blueskymindtq $TE still crazy cheap. 100%. I think some people miss the point asking how big they can be long term. I care less about that than I do about the re-rate that will happen over the next 12-18 months. They dont need to be a world beater to make this a massively successful trade"
X Link 2025-12-09T14:21Z 1428 followers, XXX engagements
"$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 $XXXX π³"
X Link 2025-12-09T15:52Z 1428 followers, 4449 engagements
"$TE Touched $X. 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 1428 followers, 2902 engagements
"@hiteshkar @spacanpanman @ArneLutsch @SingularityRes @RJCcapital Gotta ask how $be doesnt make this list"
X Link 2025-12-09T19:55Z 1428 followers, XXX engagements
"$TE 12/9 Post-Market Updated Chart + Business Technical Analysis By Gemini Pro X Key Takeaways: Institutions are Chasing Retail Seller Vacuum to $X 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 1428 followers, 5453 engagements
"@accounting_ds The $TE X community needed this. Great work To me as long as Sec XXX is renewed and we complete G2 on time this is a 5x minimum over XX months as risk is reduced and path is clear. By 2030 if they execute halfway its a 20x minimum. Govt investment also a possibility π€"
X Link 2025-11-23T16:01Z 1428 followers, 3718 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 2026"
X Link 2025-12-05T23:59Z 1428 followers, 4384 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 $X recently. Looks like Gemini agrees"
X Link 2025-12-07T06:27Z 1428 followers, XXX engagements
"$TE Buy levels are between $XXXX and $XXXX Many folks hoping to add $TE below $X or even below $X. Its possible but I think youre being conservative here. The reality is this is likely going to $X in Q1 and $XX by June. Low $5s is target See detailed analysis below"
X Link 2025-12-08T23:14Z 1428 followers, 8987 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 1428 followers, 1964 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. π"
X Link 2025-12-09T18:58Z 1428 followers, XXX 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"
X Link 2025-12-09T19:05Z 1428 followers, XXX 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 1428 followers, XXX 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 1428 followers, XXX 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 1423 followers, 21.3K 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. $XX is my 2026 target. $XX is very possible"
X Link 2025-11-30T22:55Z 1423 followers, XXX 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 1422 followers, 1314 engagements
"@darthcap1tal @grok $TE Management has said they would do more revenue in Q4 than the total revenue of the last X quarters. Last X quarters revenue was about $410m You can check the earnings call for quotes"
X Link 2025-12-02T14:16Z 1424 followers, 1221 engagements
"@BelfortsTaxGuy You might be right. But at its peak $blnk did 140m in ANNUAL revenue and was servicing an emerging ev industry. $TE just did 210M QUARTERLY revenue and is servicing the fastest growing industry in the world. Doesnt feel quite the same but time will tell. Good luck sir"
X Link 2025-12-02T14:28Z 1421 followers, XXX engagements
"$TE The Headline You Missed: 3GW Secured with Marginπ°π€ Wondering why we are up today on DOJ news While the market obsesses over legal noise the business just dropped a massive commercial win. X XXX GW Megadeal Signed β They just locked in a massive XXX GW contract for 2026. Total Backlog: This brings the Dallas (G1) factory to XXX GW sold for 2026. The factory floor is filling up a year in advance. This is what demand looks like. X 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 1422 followers, 11.7K engagements
"$TE re-rating incoming. The bankruptcy downside is being washed out as we speak. -Locked orders for 2026 with margin - Debt gone - Stock price high enough to dilute and fund growth (thats now worst case and terms will be good) If you were waiting for a signal. This is is"
X Link 2025-12-05T15:39Z 1424 followers, 8394 engagements
"$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. X Commercial Breakout (Revenue Visibility) News: Signed a XXX GW fixed-margin offtake for 2026. Context: This brings the G1 Dallas factory to XXX GW sold for 2026 (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 1423 followers, 9040 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 1423 followers, XXX 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. π Thats what youre looking for as a growth stock investor"
X Link 2025-12-06T01:33Z 1425 followers, XXX engagements
"@Mr_Derivatives Construction company re-rating as a data center infrastructure excellence player π€·πΎβ $fix"
X Link 2025-12-06T01:48Z 1423 followers, 2909 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 1425 followers, XXX 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 XXX 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 1421 followers, XXX 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 1424 followers, XXX engagements
"@nw3 @DadInvest @P_Remarks Took a bad beat on $amsc too. That sucked"
X Link 2025-12-07T11:41Z 1425 followers, XXX 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 1428 followers, XXX engagements
"Another $TE upgrade. Positive Dont let us down on G2 @T1_Energy"
X Link 2025-12-09T14:36Z 1428 followers, 2408 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 X Pro thinking more for X 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 1428 followers, XXX 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"
X Link 2025-12-06T21:29Z 1428 followers, XXX 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 $XXXX - Under $X is deep value now. Full logic shared in linked post. (Per Gemini model not my opinions)"
X Link 2025-12-10T15:58Z 1428 followers, 5205 engagements
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
Example response:
{
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{
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"creator_avatar": "https://pbs.twimg.com/profile_images/1919664587772944384/yLx45XhG_200x200.jpg",
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Schema:
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": "FoxNews",
"creator_display_name": "Fox News",
"creator_id": "1367531",
"creator_network": "twitter",
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Schema:
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
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/1983681414370619392/oTT3nm5Z_200x200.jpg",
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{
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{
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"count": XXX
}
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}
Schema:
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
Example response:
{
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"network": "twitter",
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"start": 1763424000,
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Schema: