@ReratingLedger Avatar @ReratingLedger Rerating Ledger

Rerating Ledger posts on X about $mvst, flow, $eose, cash flow the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 34.23% stocks 15.32% automotive brands 9.01% countries 6.31% technology brands 6.31% travel destinations 2.7% cryptocurrencies 2.7% exchanges 1.8% financial services 0.9%

Social topic influence $mvst #1, flow 9.91%, $eose 9.91%, cash flow 8.11%, math 6.31%, $qs 6.31%, money 5.41%, the most 5.41%, in the 5.41%, solar 4.5%

Top accounts mentioned or mentioned by @grok @nextprimemin @cantonmeow @kamigamotrade @dannycheng2022 @mike421 @next_primemin @gabzinvesting @matthughes13 @sheslee @tonylee80 @speculatorio @hiteshkar @theprofinvestor @microvast @bertgilfoyle @unusualwhales @itssjtrades @redfoxryder @babyfolio

Top assets mentioned Eos Energy Enterprises, Inc. (EOSE) QuantumScape Corporation (QS) Oklo Inc. (OKLO) Bank of America (BAC) Fluence Energy, Inc. (FLNC) Palantir Technologies Inc. (PLTR) Robinhood Markets, Inc. (HOOD) Nebius Group N.V. Class A Ordinary Shares (NBIS) Advanced Micro Devices (AMD) Cipher Mining Inc. Common Stock (CIFR)

Top Social Posts

Top posts by engagements in the last [--] hours

"Had to do it. Check it out. $MVST https://investingbpd.substack.com/p/microvast-mvst-valuation-on-mute https://investingbpd.substack.com/p/microvast-mvst-valuation-on-mute"
X Link 2025-11-14T13:52Z [---] followers, [----] engagements

"Todays paperwork came in. Same storyline. 13Fs: quiet adds 13G: the guy in the back who never left These are still Q4 (as-of 12/31) positions. Stock was $2.80 then. Notable 13F adds in the Feb [--] batch: Wells +86k (+62%) UBS AM +71k (+24%) Citi +24k (+99%) Jane Street +276k (+50%) plus options because Jane Street cant just own shares like a normal person Net today: +43k shares. Not a headline. But its the same direction again. Now the part that actually matters: CDH Griffin 13G/A Trimmed since [----] sure. Still sitting on 37.1M shares (about 11.3%). Last time they filed (Feb [--] 2022) the stock"
X Link 2026-02-13T16:05Z [---] followers, [----] engagements

"@next_PrimeMin Thats like saying your mortgage payment date means your house automatically gets sold. No. Its a due date with options: repay in cash extend/refi or convert. And if it converts thats debt turning into equity not new borrowing"
X Link 2026-02-14T16:18Z [---] followers, [--] engagements

"Thank you @dannycheng2022 & @cantonmeow. Danny and his community have been a huge influence. His approach to position sizing whale accumulation and long-term entries works. He genuinely cares and engages: one of the most supportive growth-driven groups out there. Good people"
X Link 2025-10-21T01:11Z [---] followers, 10K engagements

"$MVST Q3 preview is done. Half research half ghost story. Sitting here like a pumpkin on the porch. Do I carve it early or let it haunt the bears until Halloween 🎃"
X Link 2025-10-27T23:55Z [---] followers, [----] engagements

"Thats Microvasts demo ME6 at All-Energy Australia 25: the real ones a [--] MWh grid power bank. Could power [---] homes [--] hrs or charges [----] EVs. A building block of Americas future grid: storing solar by day powering life at night. $MVST 🔗 https://finance.yahoo.com/news/microvast-unveils-advanced-storage-solutions-181636650.html https://finance.yahoo.com/news/microvast-unveils-advanced-storage-solutions-181636650.html"
X Link 2025-10-31T02:06Z [---] followers, [---] engagements

"$MVST The ghosts in Microvasts story are getting louder. 👻 Spooky Theories lifts the fog. Accounting Illusion / Q3 Preview exposes the tricks before Q3 earnings creeps in. Happy Halloween 🎃 💀 🧾 💵💴💶 https://investingbpd.substack.com/p/microvast-mvst-the-accounting-illusion https://investingbpd.substack.com/p/microvast-holdings-mvst-spooky-theories https://investingbpd.substack.com/p/microvast-mvst-the-accounting-illusion https://investingbpd.substack.com/p/microvast-holdings-mvst-spooky-theories"
X Link 2025-10-31T16:54Z [---] followers, [---] engagements

"$MVST quietly had one of the most bullish days in a long time. Morning flush tight base clean V-reversal as borrowable shares fell 8.5M to 3M. Shorts scrambling real demand stepping in. Forced against my will to add shares this week. That V is too perfect almost spooky. 🎃"
X Link 2025-10-31T20:24Z [---] followers, [----] engagements

"The In Line next to $0 revenue gets me every time. $OKLO market cap = $15B+ $0 revenue $MVST market cap = $1.46B $123M quarterly revenue $450-475M+ annual revenue LTM Free Cash Flow $56M. What. this is a $100 stock btw this is a $100 stock btw"
X Link 2025-11-12T02:36Z [---] followers, [----] engagements

"Did the thing again in $MVST. [----] @ [----]. Then the 3:59pm 3290-share doorstop two days straight left neatly in the short book for after-hours digestion. Im long the business not the mood. Talk (and my Substack research) is free; positions arent. I eat my own cooking. Were rooted until the borrow cries uncle (jk I lost the keys to the sell button)"
X Link 2025-11-12T21:41Z [---] followers, [----] engagements

"$MVST November 13th. Tomorrow is a wonderful day. Cherish it. Celebrate. Happy anniversary to the Night of a Billion Shares. Price wandered the business didnt. We lived through the memes and kept the math. The market still offers a coupon. Im celebrating by buying the business. Shorts bring earplugs. The next party is called price discovery. Remember remember the 13th of November🎶"
X Link 2025-11-13T01:58Z [---] followers, [----] engagements

"Ownership thread continues. I dont make the rules the filings do. The paperwork came in. Its familiar. Big money loves a quiet accumulate. These are Q4 positions (as of 12/31). $MVST was [----] then. Were [----] now roughly -16% since 12/31 and -39% vs 9/30 (3.85). Notable adds / new money from 2/12 filings: Counterpoint Mutual Funds added 1.017M shares (+767%) to 1.150M Renaissance Technologies opened a new [------] share position BlackRock added 482k (+3.2%) to 15.50M shares (about 4.9%) ALPS added 13.1k (+4.9%) to [------] Net for the day was +2.085M shares about $5.8M$5.9M of net adds using the"
X Link 2026-02-12T20:41Z [---] followers, [---] engagements

"@next_PrimeMin Fair worry but the footnotes are just the short version. The loan can be paid off refid or extended again (like Nov 25). Either way its financing noise not the day-to-day ops. And that loan helped fund the ramp that got them here"
X Link 2026-02-14T19:30Z [---] followers, [--] engagements

"@next_PrimeMin Yep repayment is addressed in the full Loan & Security Agreement (filed as an exhibit) including paid in full at maturity and voluntary prepay. 🔗Loan & Security Agreement (full doc): 🔗1st Amendment (extends to May [--] 2026): https://sec.gov/Archives/edgar/data/1760689/000094787125000313/ss4588423_ex1001.htm https://sec.gov/Archives/edgar/data/1760689/000176068924000021/wu_microvast-loanandsecuri.htm https://sec.gov/Archives/edgar/data/1760689/000094787125000313/ss4588423_ex1001.htm https://sec.gov/Archives/edgar/data/1760689/000176068924000021/wu_microvast-loanandsecuri.htm"
X Link 2026-02-14T19:36Z [---] followers, [--] engagements

"@TheProfInvestor Power. Data centers + the grid dont get to pause. Batteries/storage are becoming infrastructure and commercial EV fleets keep scaling. $MVST is the cleanest way I see to play this setup"
X Link 2026-01-26T23:28Z [---] followers, [---] engagements

"Follow-up on IMLB because this keeps bugging me. Context matters IMLB [----] is a research-first lithium battery conference. The comp set below is the public companies tied to that keynote lineup (BMW/LG Chem/Gotion/Nissan range) and its a pretty loud size mismatch. $MVST isnt just getting its name dropped on a serious speaker list. It keeps sharing the room with the largest companies on Earth while the stock acts like none of it happened. Not a one-off either. Mattis also presented at Future Battery Forum [----] in Berlin another major battery conference where Microvast was on stage with big"
X Link 2026-01-30T04:17Z [---] followers, [----] engagements

"$MVST: quiet but important. Microvast makes batteries. Jin Yinhe (300619) makes the factory machines that turn battery R&D into production lines. Theyve been linked since early [----] (solid-state cooperation disclosed). Now Jin Yinhe just guided [----] profit up 127%140%. In the Jan [----] order update they cite: 230M ($31M) equipment agreement tied to Microvast for sulfide solid-state lines in the U.S. Strategic cooperation with Microvast Group (and Ion Energy) around large-scale auto-grade lines + joint development of 5GWh solid-state production lines Nobody drops $31M on factory gear for a cute"
X Link 2026-01-31T03:14Z [---] followers, [----] engagements

"$MVST stock price chops down. Institutional ownership stays steady at all-time highs on Fintel. Recent 13Fs kept leaning the same way: Bank of America (as of 9/30): 1.81M shares +174k QoQ. Mark $3.85. Fintel est avg cost $2.79. Vanguard (as of 12/31): 12.12M shares +109k QoQ. Mark $2.80. Fintel est avg cost $5.73. Now were sitting in the mid 2s. Share counts still went up. Thats the setup you want: ownership rising while price chops down is usually steady absorption not exits. https://twitter.com/i/web/status/2019118949607080291 https://twitter.com/i/web/status/2019118949607080291"
X Link 2026-02-04T18:40Z [---] followers, [----] engagements

"Applied for the Senior FP&A Analyst role at $MVST. Ive been deep in the filings KPIs and comps for a while. If Microvast wants that energy aimed at better forecasts and clearer narratives (instead of my late-night spreadsheets) Id love a chance to do it on the payroll. Appreciate the consideration. @Microvast Had to do it. Check it out. $MVST https://t.co/PFCU5cdhoK https://t.co/PKhM88mYpC Had to do it. Check it out. $MVST https://t.co/PFCU5cdhoK https://t.co/PKhM88mYpC"
X Link 2026-02-05T17:44Z [---] followers, [----] engagements

"Mikes not wrong. Mild bedlam. $MVST is $787M market cap. Last quarter revenue was $123M a $490M run-rate (1.6x sales). Gross margin was 37.6% or $46M gross profit in a quarter ($185M annualized). That values the whole company at roughly 4x annual gross profit. Using the forward sales multiple (1.7x) the market is implicitly pricing $750M of next-12-month revenue. At todays market cap thats about 1.0x implied forward sales. Balance sheet isnt empty: cash + restricted $143M (18% of market cap). Alignment is loud. CEO Yang Wu owns 85M shares ($200M) about a quarter of the $787M market cap."
X Link 2026-02-06T04:11Z [---] followers, [----] engagements

"Youre asking how Im playing it $MVST. Domestic footprint + vertical integration. FEOC is a supply-chain issue so the source matters. Thats Microvast. Id rather back the battery manufacturer with the answers than argue over what qualifies and what doesnt. Fluence cant know the details because they dont control the cells. $MVST does. https://twitter.com/i/web/status/2019767144183984335 https://twitter.com/i/web/status/2019767144183984335"
X Link 2026-02-06T13:36Z [---] followers, [---] engagements

"PJMs right: the grid needs a rebuild. In the meantime: use it better and yes a lot of batteries. Data centers only care about one thing: the power stays on even when the grid doesnt. $MVST actually makes the batteries. ME6 is basically a container of backup power. LFP = cheap + long-life. If we need so many batteries Im buying the one that builds them. PJM: call Yang Wu (CEO) and Dr. Mattis (CTO). The battery manufacturer is inconveniently already here on U.S. soil. $MVST https://twitter.com/i/web/status/2019808637443514481 https://twitter.com/i/web/status/2019808637443514481"
X Link 2026-02-06T16:21Z [---] followers, [----] engagements

"Agree on the value of vertical integration. $MVST is already there pre-scale: 36.6% GM 12.5% EBITDA margin (+$75M) 10.4% FCF margin (+$46M) +$66M OCF (LTM). Quiet leader. Most havent noticed. Efficiency first. Scale later. $FLNC still has negative EBITDA margin here. When $EOSE is fully scaled it will have a 40+% EBITDA margin assuming COGS of = $160/kWh. The advantage of fully vertically integrated manufacturing of a simplified design with abundant materials. $FLNC still has negative EBITDA margin here. When $EOSE is fully scaled it will have a 40+% EBITDA margin assuming COGS of = $160/kWh."
X Link 2026-02-06T17:31Z [---] followers, [----] engagements

"2.2 GW power draw. Multiply that by many. Grid support = batteries. Theyll be everywhere. Relevant. $MVST 🔋 https://x.com/reratingledger/status/2003823554324803977s=46 This is Amazons new $11B campus in St. Joseph County Indiana for AI data center buildout. Projected at [---] GW power draw. Insane when you think that this is only one of many and that there are even a lot bigger planned. https://t.co/72XCkbtWyb https://x.com/reratingledger/status/2003823554324803977s=46 This is Amazons new $11B campus in St. Joseph County Indiana for AI data center buildout. Projected at [---] GW power draw."
X Link 2026-02-08T04:40Z [---] followers, [----] engagements

"Power reliability as halftime content is wild. Not just one island. Global issue. Fix is boring but effective. Batteries. Local backup + on-site storage (BESS) so the lights stay on. Always. $MVST is built for this. End to end with a footprint across the U.S./EU/Asia. Watching the Super Bowl halftime show and that feeling when youre in the 0.01% of the population that knows whats going on with Puerto Ricos grid. https://t.co/3LGdo0z1L2 Watching the Super Bowl halftime show and that feeling when youre in the 0.01% of the population that knows whats going on with Puerto Ricos grid."
X Link 2026-02-09T04:43Z [---] followers, [----] engagements

"@bert_gilfoyle Its sobering. PR Cuba plenty of places. Reliable power shouldnt be a luxury. Others are moving faster. We should too. Batteries help today and $MVST is one of the builders"
X Link 2026-02-09T05:16Z [---] followers, [----] engagements

"$MVST is moving on fumes again. Nasdaq volume is light; most flow off-exchange (66% today vs 51% avg). Not exactly a stampede of sellers. Short vol cooling SI 15%. With so few shares on Nasdaq price gets nudged around. One decent volume day and this looks very different"
X Link 2026-02-10T17:27Z [---] followers, [----] engagements

"Strange one. Sleuthing through the ChartExchange volume history and today is suspiciously quiet. $MVST traded about 1.05M shares in regular hours today. Lowest regular session volume since 10/25/2024. Including after-hours prints total volume is about 1.3M. Still the lowest total volume since 11/4/2024 at 1.287M. This doesnt look like people rushing for the exits. It looks like nobodys bothering to sell. On days this thin the price can drift just because the order book is skinny. And we have a pretty good example of what happens when Microvast gets this quiet. Late Oct [----] was the last time"
X Link 2026-02-10T23:41Z [---] followers, [----] engagements

"Theyre still buying. Institutions hoard shares quietly then hop on TV and explain why you should be nervous. Feb [---] 13Fs (Q4 as-of 12/31): $MVST was $2.80 vs $3.85 at Q3-end (-27%). Were $2.49 now (-11% since 12/31 -35% since 9/30). Adds / new money: Goldman +927k (+31.6%) Jupiter +311k (+161.7%) Geode +212k (+4.6%) BNY Mellon +50.8k (+8.2%) Connor Clark & Lunn NEW 459k Net I tracked: +1.67M shares (about $4.7M at the Q4 mark). Fintel avg-cost tell: Goldman $2.77 (basically on the mark). Others are well above today and still added. Timings funny: Goldman warns of selling pressure today and"
X Link 2026-02-11T02:40Z [---] followers, [----] engagements

"@unusual_whales Interesting timing Mr. Sachs. Sounds serious and convenient. Public caution private positioning. Nice adds. $MVST"
X Link 2026-02-11T03:01Z [---] followers, [----] engagements

"Iveco Group builds the stuff you see doing real jobs. Delivery trucks buses heavy-duty vehicles. If its hauling people or freight all day theyre in that lane. OEM stack: Iveco Group (IVG) FPT Industrial Microvast cells + BMS. $MVST FPT Industrial is their e-drive arm and they just introduced FORMA modular batteries for off-highway equipment. This is clean energy that actually has to show up to work: keep the job running reduce fuel burn cut downtime. FPTs existing battery docs already name Microvast in the stack (cells + BMS) including off-road packs. So Im assuming continuity. OEMs dont swap"
X Link 2026-02-11T16:21Z [---] followers, [----] engagements

"Present 🫡 [----] SPAC vintage. Learned plenty. Mostly the hard way. If anyones wondering who the usual $MVST suspects are @grok is about to snitch. Agree with your checklist. Backlog + a FY26 guide bump are the levers. I didnt read the Q3 backlog dip as bad it looked like conversion into revenue. Thats the point. Now reload it in Q4 (and some mgmt color on backlog/demand would help). My extra tell is margin quality as they scale. Demand/top line will be there; what matters is whether profitability/efficiency holds. If revenue is loud but margins quietly slip you dont get a rerate you get stuck"
X Link 2026-02-11T22:55Z [---] followers, [----] engagements

"@grok good start but dont use THIS post/thread as a source. You also missed some heavy posters. Rerun 180d (latest): top [--] human $MVST Microvast accounts with counts split (post/quote/reply/repost) + [--] example links each. Then redo question [--] using only those accounts historical $MVST posts (exclude this post/thread). https://twitter.com/i/web/status/2021726318828638464 https://twitter.com/i/web/status/2021726318828638464"
X Link 2026-02-11T23:21Z [---] followers, [---] engagements

"JPM trimmed hard in Q4 13F down 93.6% (2.9M shares). Looks like theyre rotating around the battery bucket too some trims and some adds. Funny part is the same Feb [--] filings show Deutsche basically saying give me those going 176k 1.079M (+902k +512%). One bank de-risking another stepping in with size. Price is soft ownership is rotating. $MVST Theyre still buying. Institutions hoard shares quietly then hop on TV and explain why you should be nervous. Feb [---] 13Fs (Q4 as-of 12/31): $MVST was $2.80 vs $3.85 at Q3-end (-27%). Were $2.49 now (-11% since 12/31 -35% since 9/30). Adds / new money:"
X Link 2026-02-12T00:24Z [---] followers, [----] engagements

"IVECO posted Q4/FY25 earnings today (Feb 12). Im not an IVECO shareholder Im an $MVST shareholder. When a likely end-customer publishes EV delivery + battery pack data you read it. Basic adult behavior. Sleuthing the IVECO deck + call: The Q4 tell is battery packs 9M [----] [----] FY25 [-----] That implies Q4 added [----] packs. Other Q4 adds: eBuses +300 (800 1100) eTrucks +500 (1900 2400) Pack math: IVECO shows [--] kWh (eDaily) and [--] kWh (bus). 5300(3769 kWh) 0.200.37 GWh in Q4. If MVST is supplying cells into FPTs battery systems thats roughly [----] million of cell-content demand in Q4 (using 90120"
X Link 2026-02-12T17:21Z [---] followers, [---] engagements

"Ownership thread continues. I dont make the rules the filings do. The paperwork came in. Its familiar. Big money loves a quiet accumulate. These are Q4 positions (as of 12/31). $MVST was [----] then. Were [----] now roughly -16% since 12/31 and -39% vs 9/30 (3.85). Notable adds / new money from 2/12 filings: Counterpoint Mutual Funds added 1.017M shares (+767%) to 1.150M Renaissance Technologies opened a new [------] share position BlackRock added 482k (+3.2%) to 15.50M shares (4.9% of company) ALPS added 13.1k (+4.9%) to [------] Net for the day was +2.085M shares about $5.8M$5.9M of net adds using"
X Link 2026-02-12T21:21Z [---] followers, [----] engagements

"$MVST Clenera update filed Feb [--] [----]. The lawyers finally lawyered their way to an agreement. Delayed custom battery containers dispute basically a refund fight Microvast previously disclosed AAA ordered $36M refund plus Clenera sought $6.8M for fees/costs/pre-judgment interest NYSCEF entry [--] cites the AAA Final Award and amendments (Jan [--] Jan 16) Case paused while settlement payments are made terms confidential Final payment due by 7/15/26 then dismissal with prejudice if satisfied My read: overhang finally gets a schedule and a timeline. Thats cleaner for audit/risk review than an"
X Link 2026-02-13T02:27Z [---] followers, [---] engagements

"$MVST If you like cash flow and pain. @grok Third-party screen: $MVST vs the other tickers mentioned in this thread. Use filings only + forward growth from guidance/consensus: TTM rev YoY GM op margin FCF cash/debt valuation metrics where applicable (P/S P/FCF P/E etc). Exclude names without clean data. Rank table + [--] bullets cite sources. https://investingbpd.substack.com/p/who-wins-the-energy-buildout-a-simple Mikes not wrong. Mild bedlam. $MVST is $787M market cap. Last quarter revenue was $123M a $490M run-rate (1.6x sales). Gross margin was 37.6% or $46M gross profit in a quarter ($185M"
X Link 2026-02-13T03:36Z [---] followers, [---] engagements

"@grok I like the hustle but redo using ONLY tickers mentioned in this thread (not my profile). Build a table: TTM rev YoY GM op margin FCF cash interest-bearing debt net debt P/S EV/S forward growth. Cite filings/earnings for every figure. $MVST note: a meaningful slice of debt is non-cash GAAP reval tied to the CEO loan (the GAAP phantom) not fresh borrowing. If GAAP debt spikes but borrowing/interest are flat and CFO/FCF improve what moved Footnote-split MVST (real interest-bearing debt vs fair-value/warrant/related-party) recompute net debt + coverage and update your debt-risk takeaway w/"
X Link 2026-02-13T04:22Z [---] followers, [---] engagements

"Battery Japan [----] Tokyo (Mar 1719) This is basically the battery lane inside Smart Energy Week. Big B2B event. Very supply-chain heavy. Not a concept EV parade. Whos in the room: Cell + battery majors: CATL BYD Panasonic GS Yuasa Toshiba. ESS / inverter / grid stack: Sungrow Huawei ABB SMA Canadian Solar. Japan industrial ecosystem (the people who actually build stuff): Mitsubishi Electric Hitachi Sumitomo Electric Murata Asahi Kasei. And yes Microvast is listed in the exhibitor directory too. Why I care: This is where procurement and engineers show up. Buyers integrators materials equipment"
X Link 2026-02-13T12:58Z [---] followers, [---] engagements

"Kalmar (KALMAR.HE) reported Q4/FY25 today Feb [--]. Im not a Kalmar shareholder. Im an $MVST shareholder. Kalmar is Finland-based and sells globally. They build the big port machines that move containers all day every day (terminal tractors straddle carriers reach stackers empty handlers). If youve seen a port youve seen the type. Important part for us Kalmar is a real battery customer and they extended their supply/purchase agreement with Microvast through [----]. Q4 does the customer have money + demand check Orders 511m ($606m) (record) Sales 487m ($578m) (+11%) Order book 977m ($1.16b) Op"
X Link 2026-02-14T02:42Z [---] followers, [---] engagements

"@Mike__421 Well said 🫡 Iveco/Kalmar are doing the advertising for $MVST. Demands loud and clear"
X Link 2026-02-14T05:48Z [---] followers, [---] engagements

"@next_PrimeMin @ItsSJTrades @Mike__421 Thats a hypothetical. In reality the CEO hasnt sold a share and he didnt convert when MVST was 3x higher (the October [----] run). If he was eager to dilute everyone that was the moment. Also the ATM isnt some built-in dilution bomb. Its optional at-market and paced"
X Link 2026-02-14T14:37Z [---] followers, [--] engagements

"Q4 was rough. $MVST $3.85 on 9/30 (Q3 end) $2.80 on 12/31 (Q4 end). -27%. 2/52/6 13Fs still reinforce the same trend: accumulation. +41436 net. +133574 adds vs [------] trims. PNC from [--] [-----] shares about +527800%. Not saying 58k moves the stock. Its the principle. Price down shares up. Very bearish stuff. Also US institutions sit around 89M shares ($225M) and CEO Yang Wu owns 85M ($220M). Thats 175M shares / $445M roughly 55% of an $800M market cap. Thats already wild. Add the international funds and its not small. $MVST stock price chops down. Institutional ownership stays steady at"
X Link 2026-02-07T00:58Z [---] followers, [----] engagements

"Iveco/FPT is one example. Zoomlion is another. Different OEM same direction: hybrids first scale after. Zoomlion is a major heavy-equipment OEM. Cranes excavators mining gear. The big iron that moves dirt and ore. Zoomlion just booked 1.1B yuan ($160M) in on-site orders and rolled out a 136-ton hybrid-electric mining dump truck. Mining equipment is simple. It runs and makes money or it doesnt. Microvast has already said it deepened cooperation with Zoomlion signed an annual framework tied to hybrid mining trucks and described itself as the exclusive supplier for that hybrid mining line."
X Link 2026-02-11T17:07Z [---] followers, [----] engagements

"$MVST update to the update. More. The net +43k was the early cut. Bigger adds in the Feb [--] batch: First Trust: +2.04M shares (+4632.7%) to 2.09M Squarepoint: +535k (+267.1%) to 734.7k American Century: +268k (+33.1%) to 1.077M Biggest trim Im seeing is Morgan Stanley: -1.58M (about -26%). Even with that the day nets out roughly +1.1M shares. Total instl shares are 94M now. Bloomberg had 95M back in Aug [--]. Not saying anything. Just letting the numbers be weird in public. Floats locked up tight 💀 Todays paperwork came in. Same storyline. 13Fs: quiet adds 13G: the guy in the back who never"
X Link 2026-02-13T20:15Z [---] followers, [---] engagements

"$MVST six-month follow-up on the float/short story: Q3Q4 [--] 13Fs scoreboard whos actually holding locked-float math and the plumbing behind the ugliness (off-exchange + short mechanics + settlement stress). Quiet tape empty tape https://investingbpd.substack.com/p/microvast-mvst-liquidity-compression Re-upping my Aug [--] $MVST float/shorts note. Since then: SI 30M33M stock price +87% defense battery plan advanced SSB capex inked [--] new patents Natl Security Index add. With 93% locked float thats more shorts vs fewer seatsshorts trapped. 🔗https://t.co/y6xA0dLMmb https://t.co/OjpDuy9y37"
X Link 2026-02-16T01:56Z [---] followers, [---] engagements

"If $QS with zero realized revenue can jump 10% on headlines imagine what happens when Microvasts real fundamentals cash flow and 90% locked float meet the data in mid-November. Im looking forward to finding out. $MVST $QS +10% $MVST https://t.co/aMiCJn5Nqo $QS +10% $MVST https://t.co/aMiCJn5Nqo"
X Link 2025-10-23T03:04Z [---] followers, [----] engagements

"The best entries never feel comfortable. If it were easy everyone would do it. Focus now thank yourself later. This is not the time to panic but to focus. It is the time to buy the stocks you have always wanted in your portfolio the ones that have been on your watchlist for over a year. Market fear often creates the best opportunities for those who are prepared. This is not the time to panic but to focus. It is the time to buy the stocks you have always wanted in your portfolio the ones that have been on your watchlist for over a year. Market fear often creates the best opportunities for"
X Link 2025-10-23T14:56Z [---] followers, [---] engagements

"Quick thank you. Appreciate everyone whos read/shared my $MVST work. Started Substack in Augseeing where it goes. Spare time (job + [--] boys under 4). Free: helping retail front-run Wall St. Still early. $MVST = our best shot"
X Link 2025-10-23T18:16Z [---] followers, [---] engagements

"🎃 Microvast $MVST Spooky Theories: Clarksville Files 👻 Clarksville TN freight still moving. LG Chem next door. Fort Campbell [--] miles away. Defense-bill energy clauses creeping in. Coincidence or a ghost in the grid 👻 My Halloween take 🎃💀"
X Link 2025-10-24T02:07Z [---] followers, [----] engagements

"Danny would never but if he did sleep @cantonmeow drops ten videos @gabz_investing @matthughes13 & co add sharp quasi-analysis. Been here a whilestill waiting to see anyone slow down. Different minds same goals. Somehow it works and well. Special sauce brewing over yonder. I am reviewing daily to weekly charts and noticing SO MANY bullish signals. Should I take a break like most content creators or share them as soon as possible @cantonmeow @gabz_investing @redfoxryder @sheslee @tonylee80 I am reviewing daily to weekly charts and noticing SO MANY bullish signals. Should I take a break like"
X Link 2025-10-25T03:30Z [---] followers, [----] engagements

"@babyfolio Elite: @dannycheng2022 @cantonmeow @gabz_investing @matthughes13 @mvcinvesting @MarketMaestro1 @Sandeman52 @sheslee @tonylee80"
X Link 2025-10-25T13:29Z [---] followers, [----] engagements

"Absolutely. 100% agree you nailed it. People keep missing the forest for the trees here. The fundamentals backlog and policy tailwinds are all lining up exactly like you said. The markets still asleep. $MVST 🔗 https://investingbpd.substack.com/p/microvast-holdings-mvst-spooky-theories $MVST https://t.co/wA14qFzoq5 https://investingbpd.substack.com/p/microvast-holdings-mvst-spooky-theories $MVST https://t.co/wA14qFzoq5"
X Link 2025-10-25T17:40Z [---] followers, [---] engagements

"50 names. No $MVST. Fifty Were still early doesnt even apply yet. Every day I see lists like this skipping Microvast. Its a gift right now but it wont stay that way for long. https://investingbpd.substack.com/p/microvast-holdings-mvst-spooky-theories My 50-Stock Watchlist: Leaders Disruptors & High-Risk High-Reward Plays $PLTR $NVDA $AMD $META $MSFT $AAPL $CRWD $HIMS $ABCL $RXRX $IREN $CIFR $BITF $OKLO $BLNK $SMR $LTBR $POET $CLSK $IONQ $RGTI $BTQ $SOFI $HOOD $MP $GLXY $NBIS $QS $EOSE $RR $EVTL https://investingbpd.substack.com/p/microvast-holdings-mvst-spooky-theories My 50-Stock Watchlist:"
X Link 2025-10-25T22:03Z [---] followers, [----] engagements

"@Speculator_io List doesnt really make sense without two of the most important players in the U.S. electrification shift: $MVST and $EOSE. These names should be the first two listed under energy imo"
X Link 2025-10-25T23:44Z [---] followers, [----] engagements

"@MMMTwealth $MVST missing againits almost as if the ticker is hidden from the public eye Its amazing. $MVST should be #10 on the list with a +154% gain YTD"
X Link 2025-10-25T23:55Z [---] followers, [---] engagements

"$MVST Q3 earnings preview: GAAP tricks real treats. 👻🎃 🔗 https://investingbpd.substack.com/p/microvast-mvst-the-accounting-illusion https://investingbpd.substack.com/p/microvast-mvst-the-accounting-illusion"
X Link 2025-10-28T13:31Z [---] followers, [----] engagements

"@dannycheng2022 $MVST 👻🎃 🔗 https://investingbpd.substack.com/p/microvast-mvst-the-accounting-illusion https://investingbpd.substack.com/p/microvast-mvst-the-accounting-illusion"
X Link 2025-10-28T13:43Z [---] followers, [---] engagements

"@kamigamo_trade Exactly. Thats where the story breaks apart. $MVSTs chart looks similar but the numbers underneath tell a different story. The loss last quarter was just GAAP illusion not cash. The Q3 report should flip that script. My $MVST Q3 earnings preview. 🔗 https://investingbpd.substack.com/p/microvast-mvst-the-accounting-illusion https://investingbpd.substack.com/p/microvast-mvst-the-accounting-illusion"
X Link 2025-10-29T03:44Z [---] followers, [---] engagements

"@kamigamo_trade Youre right Q2s GAAP metrics (net income EPS even the balance sheet debt) were all distorted by the loan revaluation. The loan FV mark ballooned metrics on paper not in cash. That script should flip in Q3. I broke it down in my Accounting Illusion & Q3 Earnings Preview"
X Link 2025-10-29T21:46Z [---] followers, [---] engagements

"87 Iveco eDaily minibuses 6.49.7 MWh. At $100150k/MWh to FPT $0.61.5M rev to $MVST. Small to a quarter but sticky platform volume. Just one slice: eDaily uses FPT 37-kWh modular packs (13) built in Turin w/ $MVST cells; other Iveco lines apply too. Est. not guidance. $MVST eDaily Iveco minibuses for Italy Microvast Battery Big News https://t.co/p8drnAk07i $MVST eDaily Iveco minibuses for Italy Microvast Battery Big News https://t.co/p8drnAk07i"
X Link 2025-10-31T01:02Z [---] followers, [----] engagements

"Also relevant: Paris approved a framework for up to [----] Iveco buses. Bullish for $MVST on the BEV lot if FPTs Turin-built packs are used (Microvast cells). Thats platform volume. Revenue comes last POs and specs will decide. 🔗 https://www.ivecogroup.com/media/corporate_press_releases/2025/october/iveco_bus_signs_major_framework_agreements_with_ile_de_france-mobilites_to_supply_up_to_4000_vehicles [--] Iveco eDaily minibuses 6.49.7 MWh. At $100150k/MWh to FPT $0.61.5M rev to $MVST. Small to a quarter but sticky platform volume. Just one slice: eDaily uses FPT 37-kWh modular packs (13) built in"
X Link 2025-10-31T01:38Z [---] followers, [---] engagements

"$BFLY Q3: Gross margin holds steady at 64%. Cash burn at record low. Operating leverage showing up at last. Great execution here. Stock is moving this AM +15-30%. Another quarter in the books for @ButterflyNetInc continued evidence that our strategy is working. $BFLY ➡ Earnings Release: https://t.co/n1ZO6i2FKl ➡Earnings Webcast (10/31 at 8:00 am EST): https://t.co/sd5nmfsaJ8 https://t.co/uPDYWYstPe Another quarter in the books for @ButterflyNetInc continued evidence that our strategy is working. $BFLY ➡ Earnings Release: https://t.co/n1ZO6i2FKl ➡Earnings Webcast (10/31 at 8:00 am EST):"
X Link 2025-10-31T14:34Z [---] followers, [----] engagements

"@JSpitTrades $MVST Q2 revenue $91M = more than $QS $SLDP and $EOSE [----] annual revenue combined ($35M). $QS adds zero here. Its Q2 free cash flow alone ($35M) equals their total annual revenue combined. Positive EBITDA + FCF. They get grouped together but truth is: one doesnt belong"
X Link 2025-11-01T01:30Z [---] followers, [----] engagements

"@x_times_1 Hey $MVST. Quiet one in the same space moves at a different tempo. Check it out sometime. https://investingbpd.substack.com/p/microvast-mvst-the-accounting-illusion https://investingbpd.substack.com/p/microvast-mvst-the-accounting-illusion"
X Link 2025-11-01T05:56Z [---] followers, [----] engagements

"Wild isnt it Grizzly drops a House of Lies hit piece in June moves the stock then vanishes. No follow-up no data no correction. Just silence. Not research manipulation. I break down their claims in minutes 👇 $MVST Hope you read this Grizzly. https://investingbpd.substack.com/p/microvast-mvst-the-accounting-illusion $MVST 's House of Lies: The German Factory Stands Idle the Chinese One Runs at Half Capacity and the CCP Owns the Shop. Read Our New Report Here: https://t.co/fnDbUvQLAT https://investingbpd.substack.com/p/microvast-mvst-the-accounting-illusion $MVST 's House of Lies: The German"
X Link 2025-11-01T15:47Z [---] followers, [----] engagements

"@JKeynesAlpha Love the vision. But wild how $QS trades at a higher market cap than $MVST: which ships packs across [--] continents posts real revenue ($420M) & positive FCF. MVSTs Q2 FCF $QSs lifetime revenue and its Q2 rev EOSE+SLDP+AMPX+QS combined [--] revenue. Yet trades cheaper. Huh"
X Link 2025-11-01T18:06Z [---] followers, [---] engagements

"@GrindeOptions Microvast $MVST. https://investingbpd.substack.com/p/how-tesla-and-enphase-foreshadow https://investingbpd.substack.com/p/how-tesla-and-enphase-foreshadow"
X Link 2025-11-01T22:29Z [---] followers, [---] engagements

"@RJCcapital $MVST says whats up. The quiet leader in the space. Q2 [--] revenue: $91M $30M higher (+50%) than $EOSE $SLDP $AMPX & $QS combined [----] revenue ($60M). Q2 free cash flow ($35M) nearly matches their full-year total. Four names one quarter. Market still asleep"
X Link 2025-11-02T19:11Z [---] followers, [---] engagements

"@Speculator_io $MVST Microvast +143%"
X Link 2025-11-02T23:02Z [---] followers, [---] engagements

"1/2 Sanity-checked that list it flatters $MVST. 10+ names on it $MVSTs $1.8B mcap w/ LESS rev + NO FCF: $OKLO $ASTS $APLD $EOSE $QS $TMC $GRAL $CIFR $UUUU $NVTS $BMNR. $MVST: $423M TTM rev 35% GM EBITDA+ FCF+. Markets paying for stories discounting the operator $BE Bloom Energy $NBIS Nebius $HOOD Robinhood $CLS Celestica $CRWV CoreWeave $SYM Symbotic $STX Seagate $CRDO Credo Technology $INSM Insmed $MU Micron $PLTR Palantir $UI Ubiquiti $FIX Comfort Systems $NET Cloudflare $AMD AMD $CCJ Cameco https://t.co/zxXhm3XiKH $BE Bloom Energy $NBIS Nebius $HOOD Robinhood $CLS Celestica $CRWV"
X Link 2025-11-03T02:28Z [---] followers, [----] engagements

"@JorgeAvalos1 Slipping this in here like its due diligence: 👋 I talk batteries grid and the weird small-caps nobodys watching. Consider this a quiet self-promo. 🔗 🔗 https://investingbpd.substack.com/p/microvast-mvst-the-accounting-illusion https://investingbpd.substack.com/p/how-tesla-and-enphase-foreshadow https://investingbpd.substack.com/p/microvast-mvst-the-accounting-illusion https://investingbpd.substack.com/p/how-tesla-and-enphase-foreshadow"
X Link 2025-11-03T03:44Z [---] followers, [---] engagements

"@TheRonnieVShow Far from perfect without Microvast $MVST"
X Link 2025-11-03T13:39Z [---] followers, [---] engagements

"Got curious about $TE after @hiteshkars sharp dive. Twist: my co. insures part of their property. T1 didnt stumble into solar it pivoted. Rebranded from FREYR in Feb flipped to $TE in March. Dallas: 5GW modules. Austin: 2.1GW cells (Q4 26). $400M+ capex. US tax credits. $TE Around 2.5-3 weeks ago I finished a write up that will help you build conviction. My substack is free and will keep it that way for a couple months. Great comment. I generally like to underpromise and overdeliver and keep room for error in my estimates. https://t.co/Gth9jLTfzq $TE Around 2.5-3 weeks ago I finished a write"
X Link 2025-11-04T21:18Z [---] followers, [----] engagements

"Big time. Thread below $MVST koda: koda Group is teaming with Microvast to build next-gen batteries for public transport. Trains first then buses. Built in Europe. First vehicle with the new battery prototype targeted by end-2026. 🔗 https://railway-news.com/skoda-microvast-to-develop-battery-systems-for-bemus/ $MVST LETS GO https://railway-news.com/skoda-microvast-to-develop-battery-systems-for-bemus/ $MVST LETS GO"
X Link 2025-11-05T15:11Z [---] followers, [----] engagements

"Who supplies the batteries and storage behind those solar stacks $MVST Microvast does both all in-house. Batteries (cells/packs) + storage systems (6-MWh BESS containers aka ME6). Vertically integrated tech stack has its benefits. ERCOT needs builders not brochures. $TE $EOSE $CSIQ $FLNC $TSLA Solar + storage = 79% of new generation seeking interconnection this year. 2026-27 are huge signals: waves of solar and batteries are lining up for ERCOT in 26-27. We can frontrun future revenues. https://t.co/5kWQiEV98r https://t.co/fKFQcdtgpy $TE $EOSE $CSIQ $FLNC $TSLA Solar + storage = 79% of new"
X Link 2025-11-05T22:31Z [---] followers, [---] engagements

"$EOSE Q3 25: record $30M revenue. $MVST Q2 25: $35M free cash flow; revenue missed at $91M. $EOSE market cap = $4.1B. $MVST market cap = $1.7B. Thats 2.5x the cap 3x rev gap 30x annual rev gap and MVSTs quarterly FCF = EOSEs quarterly revenue. Somethings off"
X Link 2025-11-05T22:53Z [---] followers, [---] engagements

"1/ $MVST Tracking short volume (10/31 11/06) until Q3 earnings 11/10/25. Thin float heavy short volume + off -exchange/dark pool vol = same dance every quarter until covers hit. 5560% of trades are shorts and 50%+ happen off-exchange = accumulation in the shadows"
X Link 2025-11-07T03:49Z [---] followers, [----] engagements

"@hiteshkar $MVST builds quietly. The math wont. Real revenue and FCFmore than several on that list combined yet valued below them. Mid-30s GM. If price tracked fundamentals wed debate which double-digit not if. $QS tripled on zero revenue; the disconnect is an air gap. Rerate soon"
X Link 2025-11-07T19:03Z [---] followers, [---] engagements

"$MVST Final call before print 11/10. Rev $133135M (vs $120M) GM 3436% EBITDA $3540M (new high) EPS $0.08 vs $0.05; GAAP $0.200.30 FCF +$3035M Rev: +30% YoY / +40% QoQ on EMEA catch-up; U.S. rev 2x QoQ. Real revenue. Real margin. Real cash. Rerate soon. NFA. $MVST Q3 earnings preview: GAAP tricks real treats. 👻🎃 🔗 https://t.co/V1JBceRZuw https://t.co/LtrKE1vosx $MVST Q3 earnings preview: GAAP tricks real treats. 👻🎃 🔗 https://t.co/V1JBceRZuw https://t.co/LtrKE1vosx"
X Link 2025-11-07T19:34Z [---] followers, [---] engagements

"1/ $MVST Institutions are hoarding shares of Microvast. 13F summary today (11/7). Note: this data is delayed to the public and includes U.S. 13F filers only excludes major non-U.S. funds that hold the most shares (est. 50M shares not in these totals). Float locked up"
X Link 2025-11-08T02:23Z [---] followers, [----] engagements

"@cantonmeow Not dunking $EOSE great company. But the $MVST math: [--] rev guide: $EOSE 150160M; $MVST 450475M (3). Q3 est: $MVST 120135M EOSE FY. Mkt cap: EOSE [---] MVST. Q2: $MVST FCF 35M EOSE record rev 30M. EV+BESS. In-house. #s suggest #Palantiring belongs to $MVST. 💀"
X Link 2025-11-08T05:10Z [---] followers, [---] engagements

"1/2 $MVST short tracker 11/7: 52% short vol 51% off-exchange. Early dump clean V to green on light $6M volume. Same mid-50s short/off-exchange (dark pool) mix [--] days straight dealers supply buyers absorb. Accumulation. Last stand before Q3 AH Monday. 1/ $MVST Tracking short volume (10/31 11/06) until Q3 earnings 11/10/25. Thin float heavy short volume + off -exchange/dark pool vol = same dance every quarter until covers hit. 5560% of trades are shorts and 50%+ happen off-exchange = accumulation in the shadows. https://t.co/YoAlgf7N34 1/ $MVST Tracking short volume (10/31 11/06) until Q3"
X Link 2025-11-08T05:19Z [---] followers, [----] engagements

"🎯Cant feel my legs too excited. Appreciate the tag. $MVST is that rare small-cap already printing cash in one of the toughest corners of the market. A rare breed in a brutal sector. Numbers noise. $MVST Earnings today and I am excited to see the cash flow and hear update about their Solid state pipeline. Founder led (Owns 26ish%) and is turning profitable with reducing operating expenses. @ReratingLedger https://t.co/NnJVLGwNR8 https://t.co/JEGYQWBO2L $MVST Earnings today and I am excited to see the cash flow and hear update about their Solid state pipeline. Founder led (Owns 26ish%) and is"
X Link 2025-11-10T20:06Z [---] followers, [----] engagements

"@kamigamo_trade It goes much deeper than that imo. This was a fantastic report. More thoughts soon but things are incredibly bullish under the hood. $MVST"
X Link 2025-11-11T02:21Z [---] followers, [---] engagements

"Not a concern Completely normal and expected. The report was incredibly impressive in my view. Added. $MVST $MVST 320m238M Q4 https://t.co/5dWBPLrOPr $MVST 320m238M Q4 https://t.co/5dWBPLrOPr"
X Link 2025-11-12T00:35Z [---] followers, 10.4K engagements

"@Mike__421 @RealJGBanks Mikes asking the right questions. Odd flex to victory lap a routine pullback in a bull. Dodging a few red weeks is like benching yourself after the first inning. Wins come from staying on the field with sizing and risk. Whats the re-entry plan and alpha net of missed upside"
X Link 2025-11-12T02:27Z [---] followers, [--] engagements

"$MVST is executing: record rev best-in-class GM capacity ramp new rail beachhead. Huzhou [---] adds [--] GWh; FY GM guide raised. Cash gen YTD. ASSB beyond science project. In-house polyaramid membrane built for pressure/heat & manufacturing = premium products + margin upside. Not a concern Completely normal and expected. The report was incredibly impressive in my view. Added. $MVST https://t.co/pfFOtG9rKE Not a concern Completely normal and expected. The report was incredibly impressive in my view. Added. $MVST https://t.co/pfFOtG9rKE"
X Link 2025-11-12T17:44Z [---] followers, [----] engagements

"$MVST kind of surreal watching the August float math walk itself forward. Back then Bloomberg had U.S. inst ownership around 95M shares in my Converging Liquidity Compression piece (pinned below). Yesterday Fintel prints 92M from 13Fs and those are lagged. Thats before the global strategics and insiders. Public data is only now catching up to what the terminal was whispering: Microvasts float is getting suffocated in slow motion. Shorts are playing musical chairs with fewer chairs every quarter. Very curious what the Bloomberg line shows today. This thing is not built to unwind gently."
X Link 2025-11-13T15:57Z [---] followers, [---] engagements

"$MVST November 13th anniversary edition. Last year was the Night of a Billion Shares. This year the market still hands out coupons so I showed up with another 5000-share clanker at [----]. Felt rude to celebrate without adding to the tab. Not a victory lap just matching the mouth with the mouse click and proving the buy button still works over here. Short sellers can keep the jokes for now; well keep the inventory. $MVST November 13th. Tomorrow is a wonderful day. Cherish it. Celebrate. Happy anniversary to the Night of a Billion Shares. Price wandered the business didnt. We lived through the"
X Link 2025-11-13T18:40Z [---] followers, [----] engagements

"Yeah. It really is beyond understanding. Not of this world. Very few people on the planet have actually underwritten Microvast or lined it up against peers. If they did the work with any respect for the numbers eyes would open and a few brains might leak out of their ears. The price action is choreography. Targets keep getting hit while the lights stay off. That is fine. Mispricing is a coupon. Sometimes price and the crowd are what lag not the homework. When the tape makes you question reality it is usually the tape that needs fixing. Our job is to capitalize while the equity quietly fixes"
X Link 2025-11-13T22:00Z [---] followers, [----] engagements

"I feel that way too much. If a bank offered me a $1M line earmarked for $MVST down here Id sign before they finished the sentence. At this point the difference between buying at [--] [--] or [--] is just noise on the chart. If this ever trades anywhere near where the fundamentals point those entry ticks all blur together"
X Link 2025-11-13T22:13Z [---] followers, [---] engagements

"One of the most under-appreciated verticals and growth engines for $MVST. Connect the dots people. Microvasts reach and TAM are wide open which is a big reason it sits at the top of my book. Solar is the headline $MVST is the engine room. Solar only works at scale when you can store it. Solar needs batteries batteries need cells and packs. Whos already shipping that hardware and printing real cash in the space $MVST. Who has a vertically integrated tech stack able to build cells modules and packs in-house instead of relying on suppliers $MVST. Whose HQ sits in Texas right in the U.S."
X Link 2025-11-13T23:23Z [---] followers, [---] engagements

"🫡 Respect sir. Ive been doing the same selling names I still love just to feed the $MVST bid. If Im going to swing hard its in the one name where I know the numbers and upside cold. Glad to be rowing with a crew that actually does the homework. If this sounds reckless blame the math: just dropped a $MVST valuation + peer comp piece. The numbers are louder than I am: https://investingbpd.substack.com/p/microvast-mvst-valuation-on-mute https://investingbpd.substack.com/p/microvast-mvst-valuation-on-mute"
X Link 2025-11-14T22:08Z [---] followers, [---] engagements

"Neat work thanks @grok. With those numbers that companys gotta be a household name by now and on someones S&P [---] watchlist which tiny battery ticker are we talking about again @grok Real quick @grok: for ENS GWH MVST SLDP QS ENVX EOSE FLNC + [--] closest battery/BESS peers can you rank them by gross profit margin highest to lowest (or N/A) and flag which ones are already in the mid-20s to 30%+ range at real 9-figure revenue scale vs pre-rev / pilot Curious whos actually keeping the most gross profit per dollar of revenue once you filter for operators not science projects. And while were there:"
X Link 2025-12-09T03:02Z [---] followers, [---] engagements

"$MVST sitting under $1B MC ($934M). If were doing future giants lets go all the way under $1B and grab the real misprice. $450$475M revenue growing 20%+ with EBITDA + FCF positive at sub-$1B. Cute valuation for a future giant in electrification. Its a small cap wearing a large-cap business model and actually executing. Love a bunch of names on your list (I own some too) but Ill stack Microvasts risk/reward against any of them. I like my odds on outperformance from here. https://twitter.com/i/web/status/2000738832925200712 https://twitter.com/i/web/status/2000738832925200712"
X Link 2025-12-16T01:24Z [---] followers, [---] engagements

"No argument the forward revenue setup for $EOSE is exciting. I like the company. Revenue matters. I just like seeing the full scorecard and $MVST is a good example of why. Margins and SG&A show efficiency. EBITDA operating cash flow and free cash flow show if the ramp has real cash behind it. Thats why Im posting the charts. Part [--] here. Part [--] next (1/2). Revenue forecast for $EOSE [----]. This looks like just another energy storage company but if you look closer it's obvious that it isn't. This is THE battery manufacturer for the future. One of my absolute top picks for the next [--] years."
X Link 2025-12-31T13:55Z [---] followers, [----] engagements

"New write-up is live. I expanded the comps past the usual battery/storage small caps and added the grown-ups too (mega mid legacy buildout players). Same test: margins overhead cash and what the market is paying. Link below. $MVST https://investingbpd.substack.com/p/who-wins-the-energy-buildout-a-simple No argument the forward revenue setup for $EOSE is exciting. I like the company. Revenue matters. I just like seeing the full scorecard and $MVST is a good example of why. Margins and SG&A show efficiency. EBITDA operating cash flow and free cash flow show if the ramp has"
X Link 2026-01-01T15:46Z [---] followers, [----] engagements

"Soon $MVST. Patience about to get paid"
X Link 2026-01-23T17:53Z [---] followers, [----] engagements

"Chinas [----] Truck User Awards winner list had BYD Mercedes-Benz Huawei Bosch Cummins and $MVST. Jan [--] [----] (Beijing): China Truck Network hosted the 11th Truck User Survey Awards to recognize the most trusted products in the truck ecosystem. In the parts category Microvast () won [----] Most Trusted Power Battery for its HpCO-55Ah. For a sub-$1B small cap thats a real credibility signal. 🔗 https://m.chinatruck.org/news/33_135443.html https://m.chinatruck.org/news/33_135443.html"
X Link 2026-01-23T21:27Z [---] followers, [----] engagements

"$MVS that was a grown-up close. A very important one honestly. $2.63$2.56 was the line in the sand and buyers defended it hard. Almost a full V-reversal into the bell. Give it [--] more minutes and it probably prints green. Support intact. Buyers clocked in. Contributed my usual 3:59pm donation: [----] shares. https://twitter.com/i/web/status/2017349950321938520 https://twitter.com/i/web/status/2017349950321938520"
X Link 2026-01-30T21:31Z [---] followers, [--] engagements

"Source: https://q.stock.sohu.com/cn/news.htmltextId=974202519&type=120&tab=200&code=cn_300619&date=2026/0130 https://q.stock.sohu.com/cn/news.htmltextId=974202519&type=120&tab=200&code=cn_300619&date=2026/0130"
X Link 2026-01-31T03:19Z [---] followers, [---] engagements

"Gave it all day to behave. It didnt. Tried to ignore it. Failed. I cant time this stuff so I just keep adding. 3:59 into the close. The short side can chew on it after-hours. $MVST"
X Link 2026-01-26T22:07Z [---] followers, [----] engagements

"$MVST feels like the cleanest example right now. 5yr CAGR: rev +35% GP +60% cash +30% stock -30%. Muted discovery high SI and market mechanics in the plumbing. Burrys $GME point is similar: fundamentals moved tape didnt. Eventually it catches up. Usually not politely. The companion post to Final Stop Game Stop was the prequel Foundations: The Big Short Squeeze and the full history leading up to it. Read together for the full story. And do not mind media @CNBC that comment without reading both articles. I had seen buybacks shrink shares https://t.co/Vp0AsA2xd5 The companion post to Final Stop"
X Link 2026-01-28T14:08Z [---] followers, [----] engagements

"People sleep on signals like this. IMLB is where the battery adults talk (top global lithium-battery conf June 2026). $MVST CTO Wenjuan Mattis is a keynote alongside Nissan LG Chem Gotion BMW + Hydro-Qubec plus Stanford/MIT/Oxford/Berkeley 🧐 🔗 https://www.imlb.org/ https://www.imlb.org/"
X Link 2026-01-28T19:21Z [---] followers, [----] engagements

"3:57. Slipped another buy in right before the bell. Not a master plan just accumulation. Still cant time it. Still adding. If the shorts are still hungry I brought a snack for after-hours. This price is a joke. So Im a buyer. Simple. $MVST Gave it all day to behave. It didnt. Tried to ignore it. Failed. I cant time this stuff so I just keep adding. 3:59 into the close. The short side can chew on it after-hours. $MVST https://t.co/bTvahwfrfb Gave it all day to behave. It didnt. Tried to ignore it. Failed. I cant time this stuff so I just keep adding. 3:59 into the close. The short side can"
X Link 2026-01-28T21:54Z [---] followers, [----] engagements

"$MVST that was a grown-up close. A very important one honestly. $2.63$2.56 was the line in the sand and buyers defended it hard. Almost a full V-reversal into the bell. Give it [--] more minutes and it probably prints green. Support intact. Buyers clocked in. Contributed my usual 3:59pm donation. https://twitter.com/i/web/status/2017351260098199823 https://twitter.com/i/web/status/2017351260098199823"
X Link 2026-01-30T21:36Z [---] followers, [---] engagements

"Salute to the Stocktwits detective who checked the $MVST Clarksville TN site Saturday and posted pics. Weekend sleuthing respected 🫡 At this pace were assigning shifts for a monthly check-in rotation. Clarksvilles still in build-out mode with parts paused for funding while they line up financing to finish and ramp. A quiet weekend isnt the point. What stood out: Docks/access plowed Walkway to the entrance salted Delivery/entry sign still up Ladder staged by the container/BESS row COSCO () container on-site (shipping/logistics) Do I know exactly what it means Nope. Does it look like dead site"
X Link 2026-02-03T13:20Z [---] followers, [----] engagements

"$MVST added. The market can keep pretending"
X Link 2026-02-05T00:48Z [---] followers, [----] engagements

"Conviction is the gift. Mines from receipts and the character-building experience of a -90% $MVST drawdown (20212024). Market doesnt care yet because it hasnt met MVST yet. Ive got time. CCP narrative is the same short-report rerun. Debunked in [----] re-aired by Grizzly Research in [----] flopped again. Games. https://twitter.com/i/web/status/2019606260509794736 https://twitter.com/i/web/status/2019606260509794736"
X Link 2026-02-06T02:57Z [---] followers, [---] engagements

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