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@hiteshkar HKHK posts on X about $te, $flnc, $csiq, $eose 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% countries XXXX% cryptocurrencies #7620 celebrities XXXX% automotive brands XXXX%
Social topic influence $te #9, $flnc #4, $csiq #1, $eose #10, solar #857, if you 7.58%, target 6.06%, t1 #128, $tac #1, canada #1662
Top accounts mentioned or mentioned by @arnelutsch @victorprivin @chriscamillo @emroking @rjccapital @victor_privin @jsonnelson @jrouldz @altivolans @spacanpanman @singularityres @sigmazerocap @danielkoss @sjcapitalinvest @kanye8210 @bayesian_lad @oestaone @matt_solomon10 @jiahanjimliu @insaneanalyst
Top assets mentioned Fluence Energy, Inc. Class A Common Stock (FLNC) Eos Energy Enterprises, Inc. (EOSE) TAC Protocol (TAC) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) NextEra Energy Inc (NEE) Synopsys, Inc. (SNPS) Metadium (META) Amazon.com, Inc. (AMZN) ARK Innovation ETF (ARKK) First Solar, Inc. (FSLR) GE Vernova Inc. (GEV) Shoals Technologies Group, Inc. Class A Common Stock (SHLS) Ameresco, Inc. (AMRC) Vertiv Holdings Co (VRT) Tesla, Inc. (TSLA) Microsoft Corp. (MSFT) IREN Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Cipher Mining Inc. Common Stock (CIFR) Galaxy Digital Inc. (GLXY)
Top posts by engagements in the last XX hours
"$GOOG $META $AMZN $NVDA $TE $FLNC Texas regulators proposed new rules requiring large loads to disclose detailed project info and and pay $50M upfront for 1GW of data centres. This money will be used to upgrade the grid. This should reduce interconnection delay by removing unserious projects"
X Link 2025-12-04T14:00Z 2401 followers, 1659 engagements
"$TE this could be the reason why they wanted the item X to be able to get rid of directors without reason"
X Link 2025-12-05T18:25Z 2404 followers, 3493 engagements
"$TE Just look at the explosive growth in revenues Secondly Cash flow is trending positive Thirdly Operating (EBIT) margins are improving every quarter. This should excite even the most conservative old school financial analysts"
X Link 2025-12-06T22:21Z 2404 followers, 4316 engagements
"$ARKK @CathieDWood For years we worshipped her and then we made fun of her. But we have to pay attention to her strategies Mama Cathie's strategies are outperforming SnP XXX% vs XX% in the last X years"
X Link 2025-12-08T15:52Z 2404 followers, XXX engagements
"$EOSE $FLNC $CSIQ Which idiots are still downgrading Utility grade Batteries Solar + Storage is the ONLY scalable way to power AI data centers. ERCOT is leading the packwhat Norway is to EVs Texas is to smart grids"
X Link 2025-12-09T15:27Z 2405 followers, 5400 engagements
"$TE Retail's already been camping here. Cult is getting stronger"
X Link 2025-12-09T15:37Z 2404 followers, 3345 engagements
"My Battery/Energy list is pumping like no tomorrow. Here is my punchy thesis on each of them. Let me know which ones should I deep dive further on @spacanpanman @ArneLutsch @SingularityRes @RJCcapital $TE: T1 Energy operates a 5GW solar manufacturing facility in Dallas with plans for another 5GW cell factory in Austin securing fully domestic supply chains through partnerships with Corning and Nextracker. The market starting to see the thesis but will still 2-3X or more. Don't chase this one. $FLNC: Fluence has deployed 16GWh of capacity already. The market misses that their recurring software"
X Link 2025-12-09T19:50Z 2404 followers, 12.7K engagements
"$TE The way to be sure that institutions or big players are interested in this name is to follow the volume spikes. However if you sell covered calls today from anywhere $8-10 levels you are still part of the fam. Tomorrow is a Fed day and anything can happen"
X Link 2025-12-09T20:29Z 2404 followers, 1851 engagements
"$FLNC $CSIQ $EOSE $NEE Battery storage is the fastest way to build flexibiilty in your energy assets. Period"
X Link 2025-12-09T22:15Z 2405 followers, 5536 engagements
"@sigmazerocap What names are you looking at that havent run ASTS and RKLB are already retail darlings"
X Link 2025-12-10T10:08Z 2404 followers, XXX engagements
"$TAC If you are wondering why a Energy Utility is pumping today (+8%) here is the fundamental deep dive I wrote on it recently. Full article linked below @ChrisCamillo are you still holding your options"
X Link 2025-12-09T14:47Z 2405 followers, 3801 engagements
"$SNPS up XX% since this post. Anybody took the trade with me"
X Link 2025-12-10T21:11Z 2405 followers, 1156 engagements
"$TE - Polisilicon prices have bounced off its lows from June 2025. competetion in the TopCon tech has eased up a little bit in this quarter - There might be a suprise announcement about SPAC merger with ALUSSA X for the remaining funding of G2 phase X - Covered some nuances on TEs Topcon Tech vs FSLR CdTE. The only X players in quest for Vertically integrated US solar production"
X Link 2025-11-14T01:38Z 2339 followers, 4248 engagements
"$FLNC Current European capacity is mostly from Asia. I am suprised to see that so much European capacity was announced. $TE tried and gave up producing batteries in Europe. I love the promises but will it come to fruition This is from Battery forum in Berlin"
X Link 2025-11-26T13:35Z 2383 followers, 1632 engagements
"$FLNC $CSIQ $EOSE Europes new Batteries Regulation is reshaping the battery storage industry with tough sustainability and transparency rules rolling out through 2031. - Regulation targets sustainability circularity and quality - Applies mainly to sellers including BESS integrators - Enforcement varies by EU member state 2/8 The industrys readiness is uneven with less than half able to prove compliance on carbon footprint rules coming in February 2026. - Tier-1 manufacturers show wide variance in preparedness - Product carbon footprint reporting starts soon - Data verification remains a major"
X Link 2025-11-30T09:50Z 2386 followers, 3033 engagements
"Breaking: $NVDA investing $2Bn in $SNPS (Up 7%) common stock. Quite a hedge play but can be investment to boost the ecosystem. Hyperscalars designing their own ASIC need Synopsys for EDA. Right on Target"
X Link 2025-12-01T14:02Z 2334 followers, 1170 engagements
"@victor_privin smart cookie as always. Now that you sold out of FLNC whats your portfolio"
X Link 2025-12-02T11:24Z 2378 followers, XXX engagements
"$FLNC The actual degradation of BESS is much higher than contractually agreed upon. This is because BESS managers abuse the lifecycle of batteries for short term gain. However it is a delicate balance in maximizing returns for asset owners. FLNC's software is going to be more important in the future"
X Link 2025-12-04T15:14Z 2381 followers, 4677 engagements
"$TE CEO Barcelo holds just 1.1M shares. Hope he uses Alussa II to boost his stake and align with shareholders. Otherwise uneasy.uneasylow skin in the game while he can dilute endlessly This is from 19th Nov 2025. Many directors got some more vested shares"
X Link 2025-12-05T01:02Z 2355 followers, 2871 engagements
"$CSIQ $EOSE $FLNC Just to a put a few things in perspective"
X Link 2025-12-08T13:51Z 2380 followers, 1495 engagements
"@dead_sh0tt Agreed. It will be ofcourse hard to catch up to a moving target. Since the lithium ion batteries are hitting scale benefits every year. Don't forget that Javascript is a shit language. But it still took over the world regardless of it's flaws"
X Link 2025-12-08T16:12Z 2382 followers, XX engagements
"$FLNC - Fluence guided for XX% growth in XX - Fluence is in talks for over XX GWh of projects. - XX% of these discussions began in the last XX days - The total market could be 10x the prior $8B estimate. Here are some more of the insights mentioned during the conference call 1/ Management says the production issues are now under control. - Arizona facility output has ramped from XXX to X units daily. - Record $1.4B in Q4 orders lifts the backlog to $5.3B. 2/ This strong backlog provides confidence in the fiscal 2026 outlook. - The company guides for $3.2B to $3.6B in revenue. - XX% of the"
X Link 2025-11-25T20:20Z 2391 followers, 3631 engagements
"$TE $FLNC are my biggest holding. All the table pounding and all the green And now it feels like I finally grew up with my very own scammer bot"
X Link 2025-12-05T20:07Z 2393 followers, 2651 engagements
"$FLNC Fluence Energy price target raised to $XX from $X at UBS The stock slowly realizing that AI data centre co location is an inevitability. Understand the thesis better and go read my refreshed my deep dive part 2"
X Link 2025-12-04T15:34Z 2393 followers, 1090 engagements
"$TE All of the last few weeks was a ploy to get retail shares. Street woke up a little later than the retailers. Ofcourse macro + beta status but thats how trees are shaken"
X Link 2025-12-04T18:48Z 2394 followers, 3206 engagements
"$FLNC $CSIQ This guy gets it. The more assets under management the more ARR bussiness. Ofcourse CSIQ ownership model might lead to more profits as energy trading with batteries bring in more value"
X Link 2025-12-09T13:19Z 2393 followers, 2551 engagements
"@daniel_koss My man You doubled your $TE positioning. Just around Dilution Phew Lets go"
X Link 2025-12-05T00:24Z 2396 followers, XXX engagements
"$TAC If you are wondering why a Energy Utility is pumping today (+8%) here is the fundamental deep dive I wrote on it recently. @ChrisCamillo are you still holding your options"
X Link 2025-12-09T14:46Z 2397 followers, XX engagements
"@SJCapitalInvest You gotta show me your system. Might be a good moment to sell XXX calls then"
X Link 2025-12-09T19:58Z 2399 followers, XXX engagements
"@wilson_eth @spacanpanman @ArneLutsch @SingularityRes @RJCcapital Hard to choose only X. There are so many options for different risk curves"
X Link 2025-12-09T20:48Z 2396 followers, XXX engagements
"$TE all X points approved today. If they move fast to announce a merger with Alussa II and keep dilution limited thatd be a huge win. (Audio attached if you want a quick listen.) I am obviously concerned about when the dilution hits. This will mess up our Technical analysis & moon expectations"
X Link 2025-12-05T00:13Z 2405 followers, 13.5K engagements
"$TE $CSIQ $FSLR This is the breakdown of a Utility Scale Solar project. Solar Module is only XXXX% of the cost. Even including Inverter switchgear is just XX% of the total cost"
X Link 2025-12-07T20:46Z 2404 followers, 2992 engagements
"$TE looks very strong. It's closing above Weekly 200MA. The surge in price was accompanied with massive volume. Everything you need to know. If I had to I would put my limit orders at $XXX and $4.3"
X Link 2025-12-08T16:29Z 2404 followers, 3022 engagements
"There are about 5k US stocks and 17k OTC stocks. I look at so many everyday. I am always loosing my insights and the analysis I did on the stocks. Does anyone face the same issue"
X Link 2025-12-09T22:08Z 2404 followers, 2025 engagements
"@daniel_koss Why have they not had any earnings call I took you as a conservative investor. But you are already pulling the trigger without any earnings call data. Allright gotta look at it"
X Link 2025-12-10T15:45Z 2405 followers, XXX engagements
"@kanye8210 I have not listened to LAZARD;s report but would you listen to these guys or listen to Mr. Elon Musk"
X Link 2025-12-11T07:08Z 2404 followers, XX engagements
"$TAC One of the most under the radar AI/HPC stock It had a big miss on Q3 earnings due to unexpected lower energy prices. This got me interested and I did a deep dive on it on substack. - They control 9000 MW of gross installed capacity across XX facilities in Canada the United States and Australia. Delievered $XXXX EBITDA in 2024. So not the usual no revenue shit Crypto miner play. - Tailwind: Alberta state is the Texas of Canada. It wants to attract $100B in AI data centre investment. For perspective the population is only 4M - They have so much excess capacity behind the grid.The quickest"
X Link 2025-11-10T14:30Z 2402 followers, 6891 engagements
"$TE This is insane news. Imagine not only selling out your production capacity this year you are also selling out XX% of your capability already. Imagine the juicy margins that must have been negotiated. 2026 revenue is significantly derisked. Management guided for $650M EBITDA. Think about it market cap is still 2X of 2027 EBITDA even after this insane run still. I think it should atleast get a multiple of 10X. That should place the company at 6-7B. So in my rough calculation (Assuming some dilution) it is still 3-5X from here"
X Link 2025-12-05T18:45Z 2404 followers, 14.9K engagements
"$FLNC $EOSE $NEE $GEV $SHLS $AMRC $VRT $TSLa $GOOG $MSFT $IREN $NBIS $CIFR $GLXY $CSIQ Here's my alpha on energy grids and data centre power. These are the most important insights to pay attention to X. The "Powered Land" Valuation Metric: The market has shifted away from valuing land by the acre. The new metric is dollars per megawatt of access. Pre-2030 power access is currently valued between $200000 and $400000 per megawatt in the US. X. Leading Indicators show no softening: Despite policy headwinds powered land prices (a leading indicator) show zero softening. Buyers are paying premiums"
X Link 2025-12-10T19:21Z 2405 followers, 3001 engagements
"$TE solid analysis. Likely just a breakout retest watch the reaction. If you wanted a dip to build a position this might be it. As I said earlier dilution is almost never priced in. Ill share more thoughts on the news before tomorrows open"
X Link 2025-12-10T22:47Z 2405 followers, 6475 engagements
"$TE just announced two concurrent raises targeting up to $299M total: $140M common stock $120M convertible notes due 2030 The Goal: FEOC compliance by Dec XX G2 Austin build-out and debt repayment. The Trina Issue: Trina owns XXXX% of equity but holds a massive XX% of TE's debt. Under OBBBA XX% debt held by foreign entities blocks credits. This raise likely aims to fix that debt ratio. Dilution: Assuming a $X offering I estimate 15-18% total dilution. Not bad for a $300M cash injection. Remember the $XXXX raise a month ago That looks cheap now. Long term this works out (Same happened with"
X Link 2025-12-11T11:12Z 2405 followers, 2401 engagements