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@hiteshkar "@RJCcapital I seriously missed on $AMPX and $GWH because I was still doing deep dive into them and then they suddenly 3X. This is a very good advise to invest and then investigate"
X Link @hiteshkar 2025-10-14T22:52Z 1036 followers, XXX engagements

"@vinai_odds What is bull case FV estimate You gotta teach me your ways"
X Link @hiteshkar 2025-10-14T20:26Z XXX followers, XX engagements

"This chart needs an updatebattery stocks have pumped hard. $FLNC has already deployed 22GWh. Going to add a new stock that could come in the vicinity. but its weighed down by massive debt. Stay tuned"
X Link @hiteshkar 2025-10-15T22:01Z 1067 followers, 1949 engagements

"$FCEL has produced XXXX TWh since 2003 vs $BE XX TWh. Inspite of having about 100MW of capacity vs 1.4GW for Bloom I think the promise of deployment would continue to rerate this stock"
X Link @hiteshkar 2025-10-14T16:52Z 1067 followers, 1004 engagements

"@UncleAlpha007 Promises rock a lot of boats. I should probably add $ENS to the chart too"
X Link @hiteshkar 2025-10-14T18:43Z 1064 followers, XXX engagements

"$FLNC Q3 2025: Results Big revenue miss and guided to the lower Fluence Energy Q3 2025: Strong Margins Revenue Shift Revenue hit $602.5M (+24.7% YoY) but FY2025 guidance lowered to $2.6B-$2.8B range (lower end) due to U.S. manufacturing delays Backlog Hits $4.9B $1.1B New Contracts in July/August Including two Australia deals. $2.5B backlog expected to convert to 2026 revenue. New $150M supply chain financing boosts liquidity. U.S. Manufacturing Delays Push Some Revenue to 2026 Facilities to hit target capacity by 2025 year-end. Adjusted EBITDA guidance reaffirmed ($0-$20M) ARR steady at"
X Link @hiteshkar 2025-08-11T20:18Z XXX followers, XXX engagements

"@stocktalkweekly $DOCN is a good one. Here is my thesis on it. Already did XX% since then but still a long way to go"
X Link @hiteshkar 2025-10-08T20:09Z XXX followers, XXX engagements

"My Battery list is pumping like no tomorrow. Here is my punchy thesis on each of them. $FLNC: Fluence has deployed 16GWh of capacity already. The market misses that their recurring software revenues create a high-margin SaaS moat alongside equipment sales and produces data that is very valuable $EOSE: Eose delivers zinc-based batteries with 20-year lifespans versus lithium's 10-15 years targeting 3-12 hour storage duration that lithium struggles with. Wall Street undervalues their cost advantage and safety profile in the massive long-duration energy storage buildout. Also the supply chain is"
X Link @hiteshkar 2025-10-15T14:07Z 1068 followers, 36.1K engagements

"Rode $FLNC from $XXX (4X). Thinking of rotating profits into names yet to run like $TE (aiming for XX% solar wafer self-sufficiency via US gigafactories) or $FCEL (fast power ramp potential that is behind the meter). Many are interesting but more risky"
X Link @hiteshkar 2025-10-14T19:30Z 1067 followers, 2227 engagements

"Rumor: BlackRock may buy $AES parent of $FLNC. There thesis could be the following: X. Storage beats gas: Utility-scale batteries now outcompete gas peakers capturing XX% of dispatch/auxiliary revenues for XX hour storage. Owning Fluence gives BlackRock leverage in every new renewable project. X. AES ties: Roughly one-third of Fluences backlog comes directly from AES. X. Data advantage: Fluence IQ manages 12+ GW of third-party assets. That operational data could strengthen BlackRocks Aladdin and Preqin platforms. X. Capital needs: BESS projects require heavy capex. Fluences build-own-operate"
X Link @hiteshkar 2025-10-01T19:41Z 1068 followers, 3954 engagements

"My Battery list is pumping like no tomorrow. Here is my punchy thesis on each of them. $FLNC: Fluence has deployed 16GWh of capacity already. The market misses that their recurring software revenues create a high-margin SaaS moat alongside equipment sales and produces data that is very valuable $EOSE: Eose delivers zinc-based batteries with 20-year lifespans versus lithium's 10-15 years targeting 3-12 hour storage duration that lithium struggles with. Wall Street undervalues their cost advantage and safety profile in the massive long-duration energy storage buildout. Also the supply chain is"
X Link @hiteshkar 2025-10-15T13:29Z 1067 followers, XXX engagements

"$TE T1 Energy as one of the most vertically integrated solar manufacturers in the United States with the cleanest supply chain in terms of Chinese dependency. By 2027 they will produce approximately X GW annually of solar modules with 70%+ domestic content and $650M-$700M EBITDA run rate. - 2025 production sold out at low end: XXX GW - XXX MW merchant deal with a top U.S. utility secured - There is no crazy dilution. Current Supply Chain Structure X. G1_Dallas Module Facility (Operational) - X GW annual production capacity - Currently operational since acquisition from Trinasolar in December"
X Link @hiteshkar 2025-10-15T14:23Z 1067 followers, 1524 engagements

"While battery names are the flavour of the month the markets overlooking how massive $TSLA Energy is become XX GWh deployed in a year growing 50100% Added XX% of $FLNC s total cumulative capacity just last quarter. It just did 4X @SawyerMerritt @LimitingThe @stevenmarkryan"
X Link @hiteshkar 2025-10-14T18:36Z 1067 followers, 1613 engagements

"I sent out my research piece on $TE It's obviously run up big. Don't chase it look for entry points at $3.8-4.4. If US-China has a little back and forth you might get lucky. But long term chart looks fantastic even from here. This move up has volume so big teeth. Check the post in replies"
X Link @hiteshkar 2025-10-16T13:11Z 1068 followers, XX engagements

"@spacanpanman I wrote a research piece on $TE here. Was already investing a couple of days prior"
X Link @hiteshkar 2025-10-16T11:53Z 1068 followers, XX engagements