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@victor_privin "When I first bought ICLN the whole basket looked very attractive from a diversification and valuation standpoint. I was particularly interested in names like Nextracker (NXT) which I had previously in my portfolio and First Solar (FSLR)both are well-positioned in the solar hardware space. Beyond the U.S. I found the exposure to China Yangtze Power Chubu Electric Power Iberdrola and SSE plc especially appealing. These are large stable utilities with substantial renewable portfolios and they offer geographic and regulatory diversification I couldnt easily get through my broker. So for me ICLN"
@victor_privin on X 2025-07-19 19:40:40 UTC XXX followers, XX engagements

"Latest housing data shows a cooldown in home prices especially in parts of the Sun Belt like Texas and Florida. Redfin says XX% of pending home sales fell through in June the highest since 2017 a sign buyers are getting nervous due to high rates + inflation. But heres why this is actually mixed-to-positive for $MHO: ✅ MHO builds in XX states and many of them like Ohio (OH) Indiana (IN) Illinois (IL) Michigan (MI) and Minnesota (MN) are in the Midwest where prices are more stable and supply is still tight. These markets didnt see wild pandemic surges so they arent correcting as hard now. ⚠ In"
@victor_privin on X 2025-07-24 18:03:31 UTC XXX followers, XXX engagements

"@SharogradskyM @rubicon59 Great take on $OCC totally agree on the asymmetric setup. Curious if youve looked at $ADTN lately Different profile but similar fiber exposure with upside from BEAD + ADVA. Also would love your thoughts on $COMM big legacy player but that debt load looks toxic"
@victor_privin on X 2025-07-21 15:05:53 UTC XXX followers, XX engagements

"Adding to the $FLNC momentum: Fluence has been selected by AMPYR Australia for a XXX MW / XXX MWh grid-scale BESS in New South Wales AMPYRs first project to reach financial close 🔹 Full turnkey EPC + 20-year service contract 🔹 Powered by Mosaic (AI bidding) & Nispera (asset mgmt) 🔹 Uses Fluences Gridstack platform 🔹 Energization expected in 2026 Fluence now has X BESS live in Australia with more entering operations soon. This is a strong signal: global scale software depth and long-term visibility are compounding.📈"
@victor_privin on X 2025-07-08 23:02:23 UTC XXX followers, XXX engagements

"Youre missing $FLNC (Fluence Energy) arguably the most direct beneficiary of this policy shift. Fluence is chemistry-agnostic and already working to onshore its supply chain including battery packs assembled in the U.S way more scalable than EOSE. As Chinese lithium-ion components face steep tariffs Fluence can leverage U.S. IRA incentives and local partners to gain share in grid-scale storage. Theyre also expanding non-lithium alternatives further insulating them from Chinese material dependence. Unlike startups Fluence is already cash-flow positive with a massive project backlog and"
@victor_privin on X 2025-07-17 18:35:58 UTC XXX followers, 1313 engagements

"YOU CANT MAKE THIS SHIT UP. $FLNC @CramerTracker"
@victor_privin on X 2025-07-22 21:57:48 UTC XXX followers, XXX engagements

"📊 Current positions based on entry allocation not mark-to-market prices. This pie reflects how I originally deployed capitalnot how the portfolio looks after price moves. Long: $FLNC $ADTN $HCC $RIG $ICLN $BNTX $FMC $MHO"
@victor_privin on X 2025-07-19 16:20:15 UTC XXX followers, XXX engagements

"Ah yes the classic $15B pipeline flex just ignore that XX% of it is non-binding grant-contingent vaporware. Meanwhile $FLNC is doing the thing $EOSE only tweets about: 🔥 Deals just in the last XX days: Signed with Verbund (Austrias largest utility) Closed major grid-scale deal in Finland Expanding operations in Melbourne to meet APAC demand 🤝 Powering Metas datacenters via AES with Fluence storage Thats not pipeline thats signed scaling integrated. Now stack that on top of: 🔹 $4.2B firm backlog 🔹 20+ GWh deployed 🔹 Tier X clients (PG&E Dominion AES) 🔹 High-margin software biz (Fluence"
@victor_privin on X 2025-07-17 22:32:33 UTC XXX followers, XXX engagements

"🚨 The reported take-private exploration by AES Corp $AES could have major implications for Fluence Energy $FLNC where AES holds a XX% stake. While headlines focus on governance risk the strategic lens tells a different story: ✅ Greater autonomy for $FLNC in capital allocation & strategy ✅ Potential removal of the AES overhang thats long weighed on valuation ✅ Possibility of a full or partial stake divestment unlocking liquidity ✅ Increased visibility as a pure-play leader in grid storage + software ✅ Optionality for future M&A as energy transition accelerates ⚡ Yes short-term volatility is"
@victor_privin on X 2025-07-08 21:52:38 UTC XXX followers, XXX engagements

"@hiteshkar If they hit 2530% CAGR Id expect $300350M ARR in XX years. Upside scenario with faster global rollout + upsell = $400500M. Softwares already high-margin (70%) so its the real multiple expander long term"
@victor_privin on X 2025-07-20 11:50:21 UTC XXX followers, XX engagements

"🚨 Major update for $FLNC Fluence Energy just secured tailored investment backing from the Victorian government to expand its Australian HQ in Melbourne. 🧵Heres why it matters: X. Australia is Fluences #2 global market behind only the U.S. X. This move signals deepening roots in a country targeting XX% renewables by 2035. X. The expansion will create XXX high-skilled jobs in energy storage engineering & software precisely the kind of local talent Fluence needs to lead APAC. X. State backing isnt just cash its strategic alignment. Victoria is investing in grid-scale batteries and Fluence is"
@victor_privin on X 2025-06-17 13:39:52 UTC XXX followers, 2738 engagements