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@WinderKit
"Carrying on today $MP +18.0% (on the $AAPL investment) $NANO +14.3% $SLDP +13.8% $EAF +13.1% $AMPX +12.0% $RUN +9.4% Batteries and critical materials coming to the fore. #CleanTech #Investing"
@WinderKit on X 2025-07-15 14:01:55 UTC XXX followers, XXX engagements
"A weak dollar has meant US equities have lagged the world. US equities have delivered zero returns in sterling this year and the MSCI World index with XXXX% exposure to the US is up just XXX% including dividends. Contrast that with the FTSE XXX up XX% or the pan-European EuroSTOXX up XX% this year. US exceptionalism has once again been exaggerated. Excellent piece on where to find value in markets in 2025. Give it a read @AtlasPulse #Investing" @WinderKit on X 2025-07-27 08:29:44 UTC XXX followers, XX engagements
"China is where the brand was made but it wont be where the profits are made. Capital is very much at risk in China as Russell Napier so clearly shows but $BYD is the most competitive integrated auto company by far and the rest of the world is on the menu. #CleanTech #Investing" @WinderKit on X 2025-06-30 11:51:13 UTC XXX followers, XXX engagements
"Lithium has seen carbonate prices bounce back as a result with the likes of $SQM $ABAT $SGML $GLN and $LAR all up 50%-100%" @WinderKit on X 2025-07-25 15:44:21 UTC XXX followers, XXX engagements
"Mixed views on $TSLA atm. For clarity not a stock I look at closely but indirectly. Obviously not the best results announcement today especially in the context of such strength from the Chinese EV makers like $BYD and $NIO. However I am curious on the autonomy front which seems to have arrived (later than promised but earlier than anyone else). The $UBER - $LCID tie up is a sign of fear they can no longer afford to let Tesla run away with this market. So just as a new market finally arrives the core one has a wobble. As always with Tesla vibe trumps valuation but this time the narrative is" @WinderKit on X 2025-07-23 21:07:05 UTC XXX followers, XXX engagements
"Climate change has real impacts just look at $GRG. Meanwhile in America Chubb $CB lost $1.6bn in a single quarter to the California wildfires And the catastrophe bond market is growing every year. The head of Lloyds says you wont find an insurance CEO who doesnt believe in climate change #ESG was a good idea done badly - but global warming isnt going away and the physical risks of climate change still need integrating into equity analysts models and risk assessments acronym or no acronym. #ClimateChange #Investing" @WinderKit on X 2025-07-21 20:07:48 UTC XXX followers, XX engagements
"More good days coming through for some #CleanTech companies yesterday. Yesterday's risers: $LTBR XXXX% $MVIS +16.4% $EOSE +16.0% $SMR +12.4% $QS +8.9% $SLDP +7.2% $NIO +7.0% Batteries a notable theme there nuclear too. Fallers $GWH -XXXX% Hydrogen also had a bad day with names like $ITM $NEL $AFC all down X% or more. #Stocks #Investing" @WinderKit on X 2025-07-15 12:35:39 UTC XXX followers, XXX engagements
"Its been a big month though. In July the big winners have been in batteries as the industry reported XX% capacity growth globally in H1. $STEM $SLDP and $AMPX are all up over XXX% for the month while $GWH $QS and $NRGV arent far behind" @WinderKit on X 2025-07-25 15:44:19 UTC XXX followers, XXX engagements
"The story of US electricity bills rising as data centres burden grids is gathering momentum. Price hikes of 25-30% being discussed. Would take a bursting of the AI/data centre bubble and/or a mild recession to rein demand in. As a UK resident I can confirm that letting power prices get away from you is not where you want to be politically Also creates a material disadvantage for businesses competing internationally something which has worked in Americas favour previously. #EnergyPolitics #Investing" @WinderKit on X 2025-07-24 20:25:34 UTC XXX followers, XX engagements
"Didnt have me retweeting GB News on my 2025 goals but here we are. #EV $BYD" @WinderKit on X 2025-07-24 17:34:42 UTC XXX followers, XX engagements
"The likes of $SQM $LAR $ALB $GLN and others have been picking up on this. While American talking heads are denying the existence of batteries the sector is seeing renewed interest from financial markets. #Lithium #Batteries #Investing" @WinderKit on X 2025-07-26 12:28:25 UTC XXX followers, XXX engagements
"All of this has correlated with a broader rise for speculative jam tomorrow long duration equities as $NVDA leads the market higher after taking a breather in the Peloton. This was shown by @ByteTreeTrends in our Monday analysis of the volatility structure of this rally. Overall #CleanTech investing has shown its first hint of outperformance vs the world index $ACWI since the bubble peaked in 2021. Now the test will be how it copes with any broader market setbacks and if it can keep volatility manageable. #Investing #EnergyTransition #Equities" @WinderKit on X 2025-07-25 15:44:22 UTC XXX followers, XX engagements
"For anyone wondering whether climate change risk is material yet $CB reported a $1.6bn hit in a single quarter from a single natural disaster. #ClimateFinance #Investing" @WinderKit on X 2025-07-24 16:18:52 UTC XXX followers, XX engagements
"Major risers in #CleanTech today $QS again +17.0% and now up XXX% in the last month $ENVX +16.0% up XX% in the last month. $OPTT +15.6% $CBLU +13.3% $ATLX +11.5% Also Johnson Electric HK 0179 up XXXX% overnight. Index $PBW is up XXX% a very strong day and is up XX% in the last month. Despite US politics this sector is seeing renewed investor interest. #Investing" @WinderKit on X 2025-07-17 16:05:42 UTC XXX followers, XXX engagements
"Slow day in Energy Transition equities. A dunkelflaute of sorts you could say. $BELFA +15.1% $GLN +10.3% And $HPSA -XXXX% $AALB -XXXX% $OPTT -13.6%" @WinderKit on X 2025-07-25 15:44:18 UTC XXX followers, XXX engagements
"Following $SCE this morning a few other big moves in Energy Transition Equities today. $GWH +23.7% $DQ +14.5% $PCELL +12.5% $ATLX +11.5% $LTR +11.3% $NIO +10.3% As for the losers its $BMI -XXXX% Index $PBW is up XXX% today to $XXXX as the good run continues. #CleanTech #Investing" @WinderKit on X 2025-07-22 15:02:35 UTC XXX followers, XXX engagements
"" $BYD has criticised the UKs new electric car subsidy scheme designed to keep out Chinese brands as stupid warning that the discounts would work like a drug that will hurt the countrys market over the longer term." If a country is having to raise tariff barriers to keep out the competition buy the competition. Wolf Sheep. #CleanTech #ElectricVehicles #Investing" @WinderKit on X 2025-07-22 13:01:30 UTC XXX followers, XX engagements
"Some more big moves in Energy Transition today. $GWH +17.8% $VICR +17.8% $ELVA +16.4% $GEV +13.6% $NRGV +11.3% $STLA +10.4% While $ENPH is down XXXX% after lowering guidance in its Q2 report. $PBW -XXXX% today. Batteries a clear theme in recent weeks. #CleanTech #Investing" @WinderKit on X 2025-07-23 16:44:57 UTC XXX followers, XXX engagements
"Big moves today: Bloom Energy $BE +18.5% (on $ORCL news) $SRFM +19.3% $SLDP +14.9% $MVIS XXXX% $NRGV +13.9% $SEI +13.2% $LNZA $XXXX% Batteries still the dominant theme among the leaders. Vs $FDE -XXXX% $TSLA -XXX% following ydays poor results" @WinderKit on X 2025-07-24 14:04:02 UTC XXX followers, XXX engagements
"Todays winners in the Energy Transition: $STEM +27.8% following a XX% day last Friday. $ABAT +18.75% $MVIS +11.1% $BLNK +10.9% $NRGV +10.8% $PSIX XXXX% $LTR +10.1% $SEDG +9.8% $NOU +9.5% And the losers: $QS -XXXX% Index $PBW is up XXX% now up over XX% from its lows. #CleanTech #Investing" @WinderKit on X 2025-07-21 14:10:21 UTC XXX followers, XXX engagements