@hiteshkar HK

HK posts on X about $te, solar, in the, $flnc the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

[--] Week [------] -23%
[--] Month [-------] +23%
[--] Months [---------] +875%
[--] Year [---------] +1,336%

Mentions: [--] #

[--] Week [--] +8.90%
[--] Month [---] +88%
[--] Months [---] +377%
[--] Year [---] +664%

Followers: [-----] #

[--] Week [-----] +3.20%
[--] Month [-----] +16%
[--] Months [-----] +495%
[--] Year [-----] +942%

CreatorRank: [---------] #

Social Influence

Social category influence finance 25.23% stocks 23.42% countries 7.21% technology brands 6.31% cryptocurrencies 3.6% social networks 2.7% automotive brands 2.7% financial services 0.9% events 0.9%

Social topic influence $te #49, solar #2408, in the 10.81%, $flnc 10.81%, $toyo #2, market 9.91%, if you 8.11%, stocks 8.11%, this is 6.31%, market cap 6.31%

Top accounts mentioned or mentioned by @accountingds @pjdahmer5 @deepvaluebagger @jrouldz @jeremie0117 @grok @neilsbhatia @spiraloutone @chatinvest @petersikachev @reececards @pepinveststocks @sun_finn66909 @accounting_ds @kanalyser1 @sunfinn66909 @ryshabtalks @aleabitoreddit @mattsolomon10 @adquant

Top assets mentioned Fluence Energy, Inc. (FLNC) Eos Energy Enterprises, Inc. (EOSE) AppLovin Corporation (APP) Bitcoin (BTC) Centessa Pharmaceuticals plc (CNTA) Ciena Corporation (CIEN) Sandisk Corporation (SNDK) Alphabet Inc Class A (GOOGL) MACOM Technology Solutions Holdings, Inc (MTSI) L3Harris Technologies Inc (LHX) On Holding AG (ONON) Alnylam Pharmaceuticals, Inc. (ALNY) TAC Protocol (TAC) Nextracker Inc. (NXT) PayPal Holdings Inc (PYPL) SolarEdge Technologies, Inc. (SEDG) Enphase Energy Inc (ENPH) Rocket Lab USA, Inc. Common Stock (RKLB) Hims & Hers Health, Inc. (HIMS)

Top Social Posts

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

"If you liked my deep dives on T1 Energy ($TE) youre going to love $TOYO. If T1 is the golden child of the solar revolution this company is the scrappy cousin who figured out how to hack the system. http://x.com/i/article/2018708817098485760 http://x.com/i/article/2018708817098485760"
X Link 2026-02-03T15:48Z [----] followers, 16.9K engagements

"$TE $TOYO This chart came out in [----] on PV magazine. Topcon adoption came even faster than they predicted. Was around 90% vs [--] predicted. Unless there is a new breakthrough Topcon is king. TE and TOYO might need to consolidate and wait for macro but it is clear that where the trend is headed https://twitter.com/i/web/status/2020964616394924221 https://twitter.com/i/web/status/2020964616394924221"
X Link 2026-02-09T20:54Z [----] followers, [----] engagements

"Insider or Degenerate Medicxi Ventures management ($800M AUM) - [--] star performance (352% vs 78% SnP in [--] years) - Heavily concentrated investor Just look at how zig zag their performance has been. Would you follow them into $CNTA"
X Link 2026-02-09T21:58Z [----] followers, [----] engagements

"$APP is unfairly smashed and bucketed as a software. This is not vibe codeable and should be valued much higher. My expectations for earnings is that it will be a beat tomorrow More vibe coding = More revenue for ads There is literally [--] other stock (NVDA) with operating margins and operating leverage like that Theres so many stocks that have been sold over the last few months because theyre unjustifiably being lumped in with software. When the tide broadly turns for this group the winners and names that sold off without reasonable cause are probably going to rip so hard. Theres so many"
X Link 2026-02-10T22:28Z [----] followers, 11.8K engagements

"@RyshabTalks Why are you using IV [--] implied volatility How does that make a stock good or bad"
X Link 2026-02-14T20:55Z [----] followers, [---] engagements

"@ReratingLedger Markets clearly saying they dont care about the fundamentals on this one. They saying the connection to CCP could be damning. Where is this much conviction coming from"
X Link 2026-02-05T22:05Z [----] followers, [---] engagements

"FengHe Fund outperformed SnP with returns of 400% vs 78% in SnP's in the last [--] years. They correctly positioned into $SNDK $CIEN $GOOGL last quarter to capture massive gains. They even doubled down on them this quarter. Their 13F just dropped and it's very interesting They initiated big positions into $CIEN $ONON $MTSI $ALNY $LHX . Like 5% positions. Which funds ($1.75B) enter with such big positions Like whoah $CIEN (Ciena) - Provides high-speed optical networking equipment for AI data centers and cloud providers. Cloud hyperscalers are playing catch-up after underinvesting in networking"
X Link 2026-02-07T21:48Z [----] followers, [----] engagements

"Appreciate your take. But do you know where $TE is getting 5GW of solar cells currently also where they will source the remaining 3GW in [----] because G2 phase [--] is only 2.1GW In this video Daniel Barcello is talking about shipping their polysilicon to south east asia. There is a chance that $TOYO might start producing Topcon Solar Cells before G2 finishes. No announcement made and no guarantees but that could possibly happen making TOYO more American @Spiralout_one Its clearly very undervalued from a pure ev/sales perspective. The Ethiopia thing feels like a risk I dont need. I 100% get the"
X Link 2026-02-09T10:04Z [----] followers, [----] engagements

"@legen_eth I was trying to hire a dev for stockdrifts. I prepared an interview task with an obscure and crazy hard dashboard. And while preparing it I decided to Ask Claude code to build it for me for showing alpha. It just did it. Now I am wondering what to give as interview to him"
X Link 2026-02-14T20:57Z [----] followers, [---] engagements

"Thanks for the shoutout. After spending 100's of hours in the solar industry I believe I have finally found my next $TE @hiteshkar Came across your substack and $TE before all the X hype thanks very much also likes your piece on $TAC @hiteshkar Came across your substack and $TE before all the X hype thanks very much also likes your piece on $TAC"
X Link 2026-01-06T15:14Z [----] followers, 40K engagements

"$TE Let that sink in. $3.25 looks really really cheap now doesn't it The volume below clearly shows institution accumulation. https://x.com/hiteshkar/status/1981810986865897662 $TE Stock is struggling because private investors tied the share price to $3.25 during the raise . But this is awesome because we get more time to accumulate. In a few months these prices will look unbelievable https://t.co/vvwrFBi3rs https://x.com/hiteshkar/status/1981810986865897662 $TE Stock is struggling because private investors tied the share price to $3.25 during the raise . But this is awesome because we get"
X Link 2026-01-20T17:54Z [----] followers, [----] engagements

"$TE $FLNC $EOSE $CSIQ Solar + storage is the ONLY viable solution in the mid term to bring BIG BOSS AI data centres online quickly. It will dwarf everything else This chart clearly shows the trend"
X Link 2026-01-29T08:46Z [----] followers, [----] engagements

"$TE & $FLNC holders: found the next one "Made-in-USA" Solar. $250M Mcap vs $370M Revs Insiders own 80% (Tiny float) 300% growth in '24 100% in '25 Trading at 2x [----] EPS Zero analyst coverage. https://x.com/hiteshkar/status/2008257547082596837 $TE is officially a cult. Up 500% in the last [--] months. I didn't catch the absolute bottom like in $FLNC but moving some of the profits from it to $TE has been eye wateringly rewarding https://t.co/PKWqPle80i https://t.co/Udjw4pYDyD https://x.com/hiteshkar/status/2008257547082596837 $TE is officially a cult. Up 500% in the last [--] months. I didn't catch"
X Link 2026-01-30T16:49Z [----] followers, 60.4K engagements

"$TE $NXT $EOSE $FLNC Impeccable timing. 🎯 My article dropped hours before the litigation was dismissed without prejudice. US revenues could be now unlocked. Institutions incoming This won't stay bottled up for long https://x.com/hiteshkar/status/2017278921360789910 $TE & $FLNC holders: found the next one "Made-in-USA" Solar. $250M Mcap vs $370M Revs Insiders own 80% (Tiny float) 300% growth in '24 100% in '25 Trading at 2x [----] EPS Zero analyst coverage. https://t.co/r5jgcZdXjs https://t.co/FhAxcRjdLC https://x.com/hiteshkar/status/2017278921360789910 $TE & $FLNC holders: found the next one"
X Link 2026-01-31T18:04Z [----] followers, 12.2K engagements

"$FLNC who would have even thought https://x.com/RJCcapital/status/2017620935033950604 NYT: $FLNC ENABLES GRID STABILIZATION DURING EXTREME WEATHER EVENTS; ALLOWED 690MW OF POWER INTO TEXAS ENERGY GRID DURING LAST WEEKS STORM https://t.co/RJdSShwXlv https://t.co/bYnFhy4ZnP https://x.com/RJCcapital/status/2017620935033950604 NYT: $FLNC ENABLES GRID STABILIZATION DURING EXTREME WEATHER EVENTS; ALLOWED 690MW OF POWER INTO TEXAS ENERGY GRID DURING LAST WEEKS STORM https://t.co/RJdSShwXlv https://t.co/bYnFhy4ZnP"
X Link 2026-01-31T19:39Z [----] followers, [----] engagements

"Stock's up 20-25% since the article dropped. If you like $TE you would love my deep dive on it as well. Train's already leaving the station on this new one too so will open it up in 24-48 hours. Will focus on remaining risks for balance $TE & $FLNC holders: found the next one "Made-in-USA" Solar. $250M Mcap vs $370M Revs Insiders own 80% (Tiny float) 300% growth in '24 100% in '25 Trading at 2x [----] EPS Zero analyst coverage. https://t.co/r5jgcZdXjs https://t.co/FhAxcRjdLC $TE & $FLNC holders: found the next one "Made-in-USA" Solar. $250M Mcap vs $370M Revs Insiders own 80% (Tiny float) 300%"
X Link 2026-02-02T17:53Z [----] followers, 11.8K engagements

"$PYPL This guy's been non stop shilling paypal. Feel sorry for his followers"
X Link 2026-02-03T17:48Z [----] followers, [----] engagements

"$TE vs $TOYO TE Modules: 5GW (TX) Cells: building 2.1GW P1 (5GW total) aiming for 5GW U.S. vertical integration with 45X TOYO Modules: [--] GW ramping to 2.5GW (TX) Cells: 2GW (Vietnam) + 4GW (Ethiopia non-FEOC) global cells + US finish+ 45X modules If Te was undervalued what would you say for TOYO TOYO stil has a lot of risks that TE has has already left in the dust. But beeing valued at roughly 12-14% Enterprise value of that of TE makes little sense to me https://twitter.com/i/web/status/2018747449704055168 https://twitter.com/i/web/status/2018747449704055168"
X Link 2026-02-03T18:04Z [----] followers, [----] engagements

"@accounting_ds Came to this realization while talking to a Twitter friend. There just aren't enough Topcon cells available that are not chinese supply. It is just that"
X Link 2026-02-03T18:52Z [----] followers, [---] engagements

"@MYUNGJOONKIM2 There is no doubt that it would be. This is why all my research is in this phase. Can you list what do you like about the tickers you mentioned in this tweet"
X Link 2026-02-03T22:19Z [----] followers, [---] engagements

"$SEDG $ENPH Literally been harping about Solar. Didn't finish my mega report on all the names though"
X Link 2026-02-04T17:29Z [----] followers, [----] engagements

"$FLNC I was mostly out after the rerating. However this initial reaction on Earnings report is hillarious. Just because the business is lumpy this reaction by algos is not justified https://x.com/hiteshkar/status/2018417091204833432 @Chat_Invest I have sold big positions on it. I like to invest when the masses do not understand it. FLNC story is getting understood. If there is a crash I will look to get in. I am also hoping that EOSE crashes and gives me entry into them https://x.com/hiteshkar/status/2018417091204833432 @Chat_Invest I have sold big positions on it. I like to invest when the"
X Link 2026-02-04T21:18Z [----] followers, 13.7K engagements

"$FLNC [--] things that are not nice in the report [--]. GM down to 12.3% [--]. Why didn't the AI pipeline convert to backlog From 30GWhs to 36GWhs this quarter"
X Link 2026-02-04T21:57Z [----] followers, [----] engagements

"$FLNC Can't believe my timing on this one. FLNC gave me an 8X. I found and pounded the table on it when it was 700M-800M market cap. Now the latest ER call revealed that FEOC compliance is in question. Lets see when I try to get back into this one again https://x.com/hiteshkar/status/2018417091204833432 @Chat_Invest I have sold big positions on it. I like to invest when the masses do not understand it. FLNC story is getting understood. If there is a crash I will look to get in. I am also hoping that EOSE crashes and gives me entry into them https://x.com/hiteshkar/status/2018417091204833432"
X Link 2026-02-05T20:33Z [----] followers, [----] engagements

"@pjdahmer5 Haha Lol . Can you fund my ramen please"
X Link 2026-02-05T21:23Z [----] followers, [---] engagements

"OUCH https://x.com/aleabitoreddit/status/2019147087141802380 I have pure and completely regarded conviction in Bitcoin. Just put in 50% of my portfolio into it around $73K. Bitcoin and $RKLB are my highest conviction assets on a long term timeframe. Im happy holding it through any volatility. https://t.co/IskCechnmA https://x.com/aleabitoreddit/status/2019147087141802380 I have pure and completely regarded conviction in Bitcoin. Just put in 50% of my portfolio into it around $73K. Bitcoin and $RKLB are my highest conviction assets on a long term timeframe. Im happy holding it through any"
X Link 2026-02-05T21:46Z [----] followers, [----] engagements

"@XTraderTrader @Chat_Invest I would at $15"
X Link 2026-02-06T16:26Z [----] followers, [---] engagements

"$MTRX Backlog ($1.2B) is [--] times it's market cap ($300M) . It's cash reserves are increasing massively and they got no debt. Mr. Accountant @accounting_ds can you help me assess this LNG infrastructure company Since you the LNG expert I know"
X Link 2026-02-07T21:02Z [----] followers, [----] engagements

"@KAnalyser1 @accounting_ds Gotta love X for this connection"
X Link 2026-02-07T21:15Z [----] followers, [---] engagements

"@accounting_ds I am no value investor however liquidity is almost as much as the market cap and there is no outstanding debt How in the world"
X Link 2026-02-07T21:19Z [----] followers, [----] engagements

"@accounting_ds @DudeWhoInvests Get yourself a mentor and you are set mister Daniel"
X Link 2026-02-07T21:20Z [----] followers, [----] engagements

"@PeterSikachev @accounting_ds Until the price action shows strength from here might not make sense to research deeply. Show me that there are smart people in the world who know something. Then I can follow their lead and do my homework"
X Link 2026-02-07T21:28Z [----] followers, [--] engagements

"@pjdahmer5 @accounting_ds Ofcourse not. You will find out about it first as a subscriber. This one is in my watchlist and I am still running due diligence on them"
X Link 2026-02-07T22:13Z [----] followers, [---] engagements

"@aleabitoreddit You just said a couple of days ago that Bitcoin was 50% of your portfolio. Why the flipflopping"
X Link 2026-02-07T22:22Z [----] followers, [----] engagements

"$HIMS leaving all the lawsuits aside it is clear to see that they got no leverage in the business. The more they spend on ads the more their revenue increases. Thats it. I am sure technically it could bounce but it isn't a misunderstood story for me to enter"
X Link 2026-02-07T23:19Z [----] followers, [----] engagements

"@DeepValueBagger @accounting_ds Bingo.Solar + Storage is the ONLY way forward. I have a big report in the making for this"
X Link 2026-02-07T23:38Z [----] followers, [---] engagements

"@accounting_ds Thanks for the amazing discussions. I have now removed them from my watchlist. Ofcourse an awesome value play but this is not my investing style"
X Link 2026-02-07T23:38Z [----] followers, [---] engagements

"@accounting_ds @DeepValueBagger I am writing a nice detailed report on storage. Give me 1-4 days for it. As you know I have been balls deep in FLNC. Got out just before the crash. TSLA is also my core major holdings"
X Link 2026-02-07T23:48Z [----] followers, [---] engagements

"@accounting_ds @DeepValueBagger If you include TSLa my folio is like literally 100% Solar batteries and energy"
X Link 2026-02-08T00:04Z [----] followers, [--] engagements

"@ReeceCards @accounting_ds Why are your favorite names"
X Link 2026-02-08T00:39Z [----] followers, [--] engagements

"@ReeceCards @accounting_ds thanks so much for this insight. Heard nobody mention trains in investment before. Super"
X Link 2026-02-08T01:29Z [----] followers, [--] engagements

"@Mike__421 Mike I am telling you this price action has nothing to do with fundamentals. They are treating it like a Chinese stocks because of biases "
X Link 2026-02-08T01:40Z [----] followers, [---] engagements

"@jrouldz Thanks Dr. Please let me know if we can use this or anything else as a testimonial"
X Link 2026-02-08T03:22Z [----] followers, [---] engagements

"@matt_solomon10 @jeremie0117 100%. do you have neames that are not understood and are kinda contrarian and haven't run yet"
X Link 2026-02-10T19:15Z [----] followers, [--] engagements

"@sun_finn66909 Some names have already started to rerate. But the memory sector is a special case and hardly any other sector can rerate violently like that"
X Link 2026-02-10T19:16Z [----] followers, [--] engagements

"@jeremie0117 @matt_solomon10 Same MELI story too understood and pricey. NU could be interesting"
X Link 2026-02-10T20:12Z [----] followers, [--] engagements

"@Ad_Quant @grok It is quite insane isn't it"
X Link 2026-02-10T23:07Z [----] followers, [--] engagements

"@Ad_Quant @grok I wonder too. It should actually be a cult. Lets see if they can continue this in tomorrow's earnings"
X Link 2026-02-10T23:14Z [----] followers, [--] engagements

"@sun_finn66909 Market seems to be brutal towards Chinese stocks. The idea in my opinon is that they dont think that CCP will let profits accrue for big companies. Rightly so. Secondly tarriff ruling are still to come"
X Link 2026-02-11T08:04Z [----] followers, [--] engagements

"@spacanpanman About a month ago borrowing fees on IKBR was 400%. Crazy how these shorters get funded to short the stock at those level. That was before dilution. So these smart asses were shorting a 12M market cap company"
X Link 2026-02-11T17:05Z [----] followers, [---] engagements

"@ryansfinance If you look at the charts its just normal for ALL stocks to retrace 50%. Thats why one has to always take profits. Pretty annoyed that I didnt in TE. Did well with FLNC ASTI and others"
X Link 2026-02-12T19:02Z [----] followers, [---] engagements

"@StonkShepherd You don't wanna be adding calls in backdrop of Macro pain. You can add LEAPS when VIX is above [--]. WIll make bank then"
X Link 2026-02-12T19:43Z [----] followers, [---] engagements

"$TE What is missing from this data is an estimation of Institutional Avg. buy price. Stockdrifts will have it soon Allows one to be calmer to see when they got in. I remember when FLNC was $4 and all institutions were down 60-80% on it. Was easy to tell myself that institutions will never sell at such a loss $TE: 13F filings are still rolling in. A few notable large institutional buys from UBS (+3.9M) Vanguard (+3.8M) Renaissance Tech (+3.6M) BNP Paribas (+1.4M) Halter Ferguson (+1.3M) Goldman Sachs (+1.1M) and Geode (+815k) The transition from orphan stock to institutional"
X Link 2026-02-12T20:14Z [----] followers, [----] engagements

"@pjdahmer5 I dont know if I should take it as a compliment or feel sad that you dumped it aready"
X Link 2026-02-12T22:12Z [----] followers, [---] engagements

"@pjdahmer5 I am thinking of starting a Mastermind to exchange alpha. [--] minutes call each week on Monday. Maybe start with inner circle smart investors"
X Link 2026-02-12T23:08Z [----] followers, [--] engagements

"@sun_finn66909 Smart man. I am holding 50% that I got in at [----] and sold 50% at [--]. I think ASTI is an awesome play"
X Link 2026-02-13T09:37Z [----] followers, [--] engagements

"@jrouldz This is why opportunity exists"
X Link 2026-02-13T15:20Z [----] followers, [---] engagements

"$TE $EOSE $FLNC $HASI I found a great slide by HASI (An investment firm focused on energy transition) that detailes how much energy would be used for each of the sector in the coming years"
X Link 2026-01-08T17:16Z [----] followers, [----] engagements

"@aleabitoreddit $ETOR Fundamentals look pretty awesome actually. Keep an eye on the cash. It is getting better as the stock price dwindles. Mispriced"
X Link 2026-01-15T16:30Z [----] followers, [----] engagements

"$DQ another one making your favourite pattern. Do you like them fundamentally The price action is quite good The business is quite opaque for me to see so was wondering if you have done work on it. @jrouldz"
X Link 2026-01-23T18:43Z [----] followers, [----] engagements

"The stock's illiquid hence behind a paywall. Please assess the risk before aping in https://blog.stockdrifts.io/p/incredible-multi-bagger-opportunity https://blog.stockdrifts.io/p/incredible-multi-bagger-opportunity"
X Link 2026-01-30T16:50Z [----] followers, [----] engagements

"You do realize that there is simply NO solar cells available in the US right There is just no supply existing. Especially for topcon cells I really don't want people to think that it is the same. What I meant here was that the misunderstood story is the same. TOYO is inherently risky If you like $TOYO that is fine and I have no problem with that However even comparing it to $TE is just silly and plain WRONG Building a vertically integrated domestic solar supply chain in the United States and manufacturing solar cells in Vietnam and Ethiopia then shipping If you like $TOYO that is fine and I"
X Link 2026-02-03T18:41Z [----] followers, [----] engagements

"$TOYO $TE I know the markets been bleeding and this is probably not the right time. But Ethiopian production of cells doesn't look so bad suddenly ehh"
X Link 2026-02-05T23:27Z [----] followers, [----] engagements

"$TOYO their 4GW Solar cell production is sold out for the first six months of [----]. Keep in mind that US developers are facing a July [--] [----] construction deadline under IRA provisions Strategic positioning: Their Ethiopia facility is exempt from US tariffs on bifacial solar cells To address the strong demand $TOYO is rapidly expanding: - Ethiopia capacity doubling: Expanding from 2GW (operational April 2025) to 4GW by October [----] - Texas module facility: 1GW trial production started at their Houston plant with plans to scale to 2.5GW Full year [----] projections: Expecting 4.2-4.4GW in total"
X Link 2026-02-06T10:55Z [----] followers, [----] engagements

"@neilsbhatia @sxsw @coachella @NFL @NBA You are non stop teasing Neil about AMZE"
X Link 2026-02-06T12:41Z [----] followers, [---] engagements

"$TOYO These are crazy times in the market. SnP can for sure correct 10% further from here. Risk manage well. Also important to not get emotional. Real movements can happen ONLY with volume. Low volume = untrue price"
X Link 2026-02-06T16:28Z [----] followers, [----] engagements

"I have another small cap in energy that seems super undervalued. However it's got no volume. I don't wish to move the market. I ain't dumping but there could be some followers who would Any big accounts got any experience on how to share research like that I'm thinking - Publish long risks before even talking about bullish points - Publish on a weekend What else https://twitter.com/i/web/status/2019857781004660837 https://twitter.com/i/web/status/2019857781004660837"
X Link 2026-02-06T19:36Z [----] followers, [----] engagements

"$TE $TOYO There are some industries that China absolutely dominates. Polysilicon from the west is [--] times more expensive than in China"
X Link 2026-02-10T22:40Z [----] followers, [----] engagements

"For clarification: Operating leverage is Expenses down while revenues massively up"
X Link 2026-02-10T22:40Z [----] followers, [---] engagements

"$ASTI My entire philosophy is to hold when the story is misunderstood until the story is out and well understood I am still holding my spec position after a 3X. Maybe its a bad choice but here are screenshots attached Initiated a position on $ASTI ($12M market cap). They produce think sheets that can be used as solar panels. They are less efficient but extremely light. It's got the best metric for Solar power Watts/Kg in space. They got use cases in Satellites and drones https://t.co/5xhl3LVBPR Initiated a position on $ASTI ($12M market cap). They produce think sheets that can be used as"
X Link 2026-02-11T15:55Z [----] followers, [----] engagements

"Okay looking at weak markets today I decided to collect some cash and sold half my $ASTI position. I might regret this but taking profits is important in a choppy market"
X Link 2026-02-11T16:58Z [----] followers, [---] engagements

"Okay looking at weak markets today I decided to collect some cash and sold half my $ASTI position. I might regret this but taking profits is important in a choppy market $ASTI My entire philosophy is to hold when the story is misunderstood until the story is out and well understood I am still holding my spec position after a 3X. Maybe its a bad choice but here are screenshots attached https://t.co/VEGHory5a3 $ASTI My entire philosophy is to hold when the story is misunderstood until the story is out and well understood I am still holding my spec position after a 3X. Maybe its a bad choice but"
X Link 2026-02-11T16:59Z [----] followers, [----] engagements

"$ASTI I am hoping to get back inside again around 5.5-6.5. Just feel like there is a lot of cloudy Macro backdrop. Also who else is annoyed for needing to scroll like a million times to be able to see the chart @hiteshkar Good job selling half yesterday. Just curious do you have a stop loss floor in mind to sell the rest Think around $6.50 is what Im thinking. @hiteshkar Good job selling half yesterday. Just curious do you have a stop loss floor in mind to sell the rest Think around $6.50 is what Im thinking"
X Link 2026-02-12T18:51Z [----] followers, [----] engagements

"$TE I am holding ALL of mine as well that I got in start of October. My entry were avg. of $3.6. Macro is killing all beta names but it doesn't mean the story has changed. We will find out soon enough what's up with CAO firing. The recent deal with the Oaks have me inclined that they would have not missed accounting fraud like that $TE CAO firing definitely didn't help and its most likely multiple factors at play but I'm inclined to think broader speculation selloff is the bigger culprit here. T1 run has still been huge even with the pullback still a up a lot from my entry but who knows maybe"
X Link 2026-02-12T18:54Z [----] followers, [----] engagements

"Guess who is the ONLY game in town if you want to store your code on PREMISE. If you don't trust Microsoft $GTLB is the only play in town. Pure monopoly. Once Gitlab figures out how to work with OpenClaw etc. and offer 24X7 Dev ops how much do you think Enterprises would pay for that Is on-premise the new cloud Im beginning to think yes. Its the only way for companies to not blow themselves up and have some semblance of capability in an AI world Is on-premise the new cloud Im beginning to think yes. Its the only way for companies to not blow themselves up and have some semblance of capability"
X Link 2026-02-12T19:45Z [----] followers, [----] engagements

"$QQQ No matter how much you like any stock DO NOT buy calls and ape in yet. This consolidation underneath a trend line of [--] year old is not bullish. Also just look at the action of $APP. Bearish action + Beat/bullish news = Bearish"
X Link 2026-02-12T19:50Z [----] followers, [----] engagements

"Even though the macro backdrop looks scary and there could be a 5-10% correction from here I released a new Battery stock on stustack. It's a speculative starter position and will get heavy depending on further research and macro Somebody opened big deep ITM call options on the stock today It is fairly liquid"
X Link 2026-02-12T21:30Z [----] followers, [----] engagements

"These are extremely long dated calls like [--] years expiry. So dont ape into it yet. I am still building conviction"
X Link 2026-02-12T22:14Z [----] followers, [---] engagements

"@Soeren_Berlin I dont get why not tax if people borrow on their unrealized gains. Why tax already on unrealized gains. This is regarded"
X Link 2026-02-14T10:36Z [----] followers, [---] engagements

"$TE Literally Every stock when they go up really fast retraces to about 50%. Unless you are SNDK I guess. I will get LEAPS or convert some of my stocks into LEAPS under [--] if it gets there Holding ALL of mine for long term and very relaxed about it. Even though QQQ could potentially clip off from here $TE Reality is whatever the reason behind the internal moves (good / bad/ otherwise). Stock is going to struggle until filing season is over and we have resolution. Emotionally prepare for that if you are holding through this. 🔹 $TE Reality is whatever the reason behind the internal moves (good"
X Link 2026-02-12T19:06Z [----] followers, 11.1K engagements

"$FSLY Another case of solid operating leverage in the bussiness. Growing profits with stagnant Opex. This is what you want to see in a business. Especially in a beaten down name"
X Link 2026-02-13T15:27Z [----] followers, [----] engagements

"The places everyone fears are often underpriced. The places everyone wants are overpriced. There is a big spread between the map and the territory. In that spread you find value This will stick with me Dru Easy Choices Hard Life I lived as a slow-mad for [--] years. When I told my family I was going to Colombia the first thing they said was cocaine. When I considered Mexico it was cartels. The places everyone fears are often underpriced. The places everyone wants are Easy Choices Hard Life I lived as a slow-mad for [--] years. When I told my family I was going to Colombia the first thing they said"
X Link 2026-02-13T22:08Z [----] followers, [----] engagements

"This is super insightful. The price action from here is important to observe Btw Mag7 index just hit [---] ma yesterday. If there was ever a place this market would find support it is here https://t.co/ZbpDWQe0pl Btw Mag7 index just hit [---] ma yesterday. If there was ever a place this market would find support it is here https://t.co/ZbpDWQe0pl"
X Link 2026-02-14T23:08Z [----] followers, [----] engagements

"This tweet is inspired by Daniel sorry I missed crediting you https://x.com/EdeDaniel49367/status/2018699210132984009 $TE vs $TOYO footprint: $TE: Modules: 5GW (TX) Cells: building 2.1GW P1 (5GW total) aiming for 5GW U.S. vertical integration with 45X $TOYO: Modules: [--] GW ramping to 2.5GW (TX) Cells: 2GW (Vietnam) + 4GW (Ethiopia non-FEOC) global cells + US finish+ 45X modules https://x.com/EdeDaniel49367/status/2018699210132984009 $TE vs $TOYO footprint: $TE: Modules: 5GW (TX) Cells: building 2.1GW P1 (5GW total) aiming for 5GW U.S. vertical integration with 45X $TOYO: Modules: [--] GW ramping"
X Link 2026-02-03T18:42Z [----] followers, [----] engagements

"So much goodness to explore in these Battery companies"
X Link 2026-02-03T21:31Z [----] followers, [----] engagements

"@redarrowhead I agree his call on TSLA and PLTR were good"
X Link 2026-02-03T23:27Z [----] followers, [--] engagements

"@DeepValueBagger Operating leverage in the bussiness is seriously very good. Including some other numbers"
X Link 2026-02-04T00:09Z [----] followers, [----] engagements

"@victor_privin @firstadopter Dgxx been on my watchlist for a long time. Do you find it interesting victor If so I will revisit my thesis"
X Link 2026-02-04T08:00Z [----] followers, [---] engagements

"@Thomas_james_1 You no say"
X Link 2026-02-04T08:05Z [----] followers, [---] engagements

"$TOYO This man is a keeper https://x.com/EdeDaniel49367/status/2018701690434634024 $TOYO has aspirations of ramping production to: - [---] GW modules - [--] GW cells - [--] GW wafers https://t.co/hScEINXfzl https://x.com/EdeDaniel49367/status/2018701690434634024 $TOYO has aspirations of ramping production to: - [---] GW modules - [--] GW cells - [--] GW wafers https://t.co/hScEINXfzl"
X Link 2026-02-04T17:36Z [----] followers, [----] engagements

"As you know I wrote extensively about this in my report. It is going to come online end of [----] or early [----]. Plus the first phase which will probably take mid to late [----] to fully ramp is only 2.1GW . Where do you think the remaining 3GW of non chinese Solar cell for G1 comes from https://twitter.com/i/web/status/2019161346319761517 https://twitter.com/i/web/status/2019161346319761517"
X Link 2026-02-04T21:29Z [----] followers, [---] engagements

"@CalaMMint 100%. Also the current price means nothing. Waiting for schwab and fidelity to remove their risky tags"
X Link 2026-02-04T23:47Z [----] followers, [---] engagements

"@Spiralout_one Why you use 1B market cap and not 600M EV So a 3X from here"
X Link 2026-02-05T00:11Z [----] followers, [--] engagements

"@Spiralout_one Yeah Dilution could be very likely. I am suprised thought that they mentioned somewhere that they dont need to raise cash since it's customer funded. But they are probably going to dilute"
X Link 2026-02-05T00:12Z [----] followers, [--] engagements

"@Spiralout_one But have you heard ceo talk I want to hear him and understand whats he like and about his Ethics"
X Link 2026-02-05T00:44Z [----] followers, [--] engagements

"@pjdahmer5 I am seeing TOYO hold at [--]. I dont know where you are quoting the price value from"
X Link 2026-02-05T13:37Z [----] followers, [--] engagements

"@pmgdeep1 Lol What do you mean first time. I was pounding the table on FLNC when it was $4-5. Check my account"
X Link 2026-02-05T20:49Z [----] followers, [---] engagements

"@MileHochStriker How about smoking A J instead"
X Link 2026-02-05T21:33Z [----] followers, [--] engagements

"@HyperTechInvest You are missing the most important reason. Everything else doesn't matter much. Claude released [--] plugins for free that can will fire Millions. Millions who wouldnt be able to pay mortgages"
X Link 2026-02-05T21:57Z [----] followers, [----] engagements

"@patmatthews @virginia_tech Hey Pat we have built that has almost zero hallucinations too. Check out the product inside http://stockdrifts.io http://stockdrifts.io"
X Link 2026-02-05T22:12Z [----] followers, [---] engagements

"@InvestorDenis The price action on it is lame. I had asked my tool to give me some context. Sure looks mispriced. What's the market seeing on this one that we aint https://x.com/hiteshkar/status/2014006928754561250 $PGY Here are some important points that the management claims. I don't have a position but find it intriguing 1/9 Pagaya (PGY) leans hard into B2B model posting record volume rising profitability and a packed partner onboarding pipeline. - Record partner onboarding queue https://x.com/hiteshkar/status/2014006928754561250 $PGY Here are some important points that the management"
X Link 2026-02-05T22:17Z [----] followers, [---] engagements

"@leaosaka @victor_privin Was very wierd selling this name since I was pounding the table non stop in May june. But if there is one thing I have learnt. It is to not marry your own stocks https://x.com/hiteshkar/status/2018417091204833432 @Chat_Invest I have sold big positions on it. I like to invest when the masses do not understand it. FLNC story is getting understood. If there is a crash I will look to get in. I am also hoping that EOSE crashes and gives me entry into them https://x.com/hiteshkar/status/2018417091204833432 @Chat_Invest I have sold big positions on it. I like to invest when"
X Link 2026-02-05T23:11Z [----] followers, [---] engagements

"$VICR There are two reasons why the stock's been up 40-45% up since last two days. a. The size of their IP licensing business. MAnagement claims 90M run rate wiht 50% growing. I believe with [--] customer and [--] AI EOM b. There is literally nobody else who can do higher amperage power delievery upto 4k. this is what the hyperscalars AI data centres want"
X Link 2025-10-22T13:44Z [----] followers, [----] engagements

"Initiated a position on $ASTI ($12M market cap). They produce think sheets that can be used as solar panels. They are less efficient but extremely light. It's got the best metric for Solar power Watts/Kg in space. They got use cases in Satellites and drones"
X Link 2025-12-26T16:36Z [----] followers, 28.7K engagements

"$TE $TOYO Still seeing confusion on $TOYOs supply chain. TE literally does the exact same thing. Sending US polysilicon to South Asia and importing it back as cells Clarified everything in my new Substack article https://x.com/accounting_ds/status/2018664200977957126 If you like $TOYO that is fine and I have no problem with that However even comparing it to $TE is just silly and plain WRONG Building a vertically integrated domestic solar supply chain in the United States and manufacturing solar cells in Vietnam and Ethiopia then shipping https://x.com/accounting_ds/status/2018664200977957126"
X Link 2026-02-04T14:30Z [----] followers, [----] engagements

"So for starters - $EOSE actually has 200M more outstanding shares. So the Fully diluted market share is 2B instead of 1B - The price they qoute is happy path economies of scale in about [--] years and not today - Their longer duration discharge is actually opposite of flex. 80% of the profit is captured in 2-4 hour discharge. It discharges much slower Technical market structure looks good so great for trading. But it might be a trade for a few months but not willing to hold long term. Long term better hold is $FLNC"
X Link 2025-07-09T21:21Z [----] followers, [---] 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 2025-10-15T14:07Z [----] followers, 41.8K engagements

"$FLNC - Fluence guided for 50% growth in [--] - Fluence is in talks for over [--] GWh of projects. - 80% of these discussions began in the last [--] days - The total market could be 10x the prior $8B estimate. Here are some more of the insights mentioned during the conference call 1/ Management says the production issues are now under control. - Arizona facility output has ramped from [---] to [--] units daily. - Record $1.4B in Q4 orders lifts the backlog to $5.3B. 2/ This strong backlog provides confidence in the fiscal [----] outlook. - The company guides for $3.2B to $3.6B in revenue. - 85% of the"
X Link 2025-11-25T20:20Z [----] followers, [----] engagements

"$FLNC Fluence Energy price target raised to $22 from $8 at UBS The stock slowly realizing that AI data centre co location is an inevitability. Understand the thesis better and go read my refreshed my deep dive part [--] https://x.com/hiteshkar/status/1930013859227578828 $FLNC: Pure-play US battery stock with $4.5B backlog 50% revenue growth & China-proof supply chain. Its Energy Bidder software alone could exceed its $809M market cap at 7-9x ARR. Wall Streets asleep on this one. 🚀 @chamath https://t.co/JY9oQPe2VT https://x.com/hiteshkar/status/1930013859227578828 $FLNC: Pure-play US battery"
X Link 2025-12-04T15:34Z [----] followers, [----] engagements

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