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@apeconomics69
"Post up on my highest conviction holding Daqo New Energy $DQ been a frustrating ride but inflection is here I believe: Supply side (China anti-involution) demand sentiment uplift with Trump impact on solar credits less than feared $TAN $JKS $RUN $SEDG"
X Link @apeconomics69 2025-08-26T07:42Z XXX followers, 2435 engagements
"@marketplunger1 Dont forget Coal #COALTWITTER $WHC.AX $WHC is my big bet"
X Link @apeconomics69 2025-09-24T15:44Z XXX followers, XXX engagements
"@taobanker Same thoughts even though energy sector is like bleeding to X% of index if u believe mid-cycle oil over X years barring world war 3/ME escalation is $70/bbl then I dont see compelling value in sector still eg. $OXY hasnt de-rated enough it still trades as if oil is at $70"
X Link @apeconomics69 2025-10-13T10:55Z XXX followers, XXX engagements
"@niurn_writes @RecoveryTrade There are X US-listed solar holdco. with operating subsidiaries listed on A-share market that are trading at =70% discount to NAV that are much more interesting than these conglomerates imo. $CSIQ $DQ $JKS"
X Link @apeconomics69 2025-10-09T09:27Z XXX followers, XXX engagements