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# ![@bayesian_lad Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::975098586970148865.png) @bayesian_lad Bayesian Lad

Bayesian Lad posts on X about $gwh, $spwr, $enph, solar the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::975098586970148865/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::975098586970148865/c:line/m:interactions.svg)

- X Week XXX -XX%
- X Month XXXXXX +3.90%
- X Months XXXXXX -XX%
- X Year XXXXXXX +207%

### Mentions: X [#](/creator/twitter::975098586970148865/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::975098586970148865/c:line/m:posts_active.svg)

- X Week XX +100%
- X Month XXX -XXXX%
- X Months XXX +20%
- X Year XXX +179%

### Followers: XXX [#](/creator/twitter::975098586970148865/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::975098586970148865/c:line/m:followers.svg)

- X Week XXX +1.60%
- X Month XXX +15%
- X Months XXX +44%
- X Year XXX +127%

### CreatorRank: undefined [#](/creator/twitter::975098586970148865/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::975098586970148865/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX%

**Social topic influence**
[$gwh](/topic/$gwh) #1, [$spwr](/topic/$spwr) 2.94%, [$enph](/topic/$enph) 2.94%, [solar](/topic/solar) 2.94%, [rr](/topic/rr) 2.94%, [list](/topic/list) 2.94%, [debt](/topic/debt) 2.94%, [strike](/topic/strike) 2.94%, [major](/topic/major) 2.94%, [air](/topic/air) XXXX%

**Top accounts mentioned or mentioned by**
[@hiteshkar](/creator/undefined) [@spacanpanman](/creator/undefined) [@arnelutsch](/creator/undefined) [@singularityres](/creator/undefined) [@rjccapital](/creator/undefined)

**Top assets mentioned**
[Enphase Energy Inc (ENPH)](/topic/$enph)
### Top Social Posts
Top posts by engagements in the last XX hours

"Some links: As $SPWR grows I expect $ENPH to grow too. The concerns about resi solar as a whole are valid and $ENPH could lose market share for other reasons but IMO R/R is heavily skewed upward at this point (2/2)"  
[X Link](https://x.com/bayesian_lad/status/1981412521765445720)  2025-10-23T17:28Z XXX followers, XXX engagements


"Mngmt has set targets for annual rev growth of XXX% and long-term gross margin targets of XX to 45%. I also take mngmts guidance of X to XX% long-term non-GAAP opex growth and use levels of XX% and XX% (4/10)"  
[X Link](https://x.com/bayesian_lad/status/1996276365272768873)  2025-12-03T17:52Z XXX followers, XX engagements


"@hiteshkar @spacanpanman @ArneLutsch @SingularityRes @RJCcapital Good list. One big caveat for $GWH though. I did some digging and they're in a very bad debt situation with Yorkville advisors. For context Yorkville issues convertible debt but their convertible debt doesn't have a fixed conversion price (1/3)"  
[X Link](https://x.com/bayesian_lad/status/1998498369593909728)  2025-12-09T21:01Z XXX followers, XXX engagements


"@hiteshkar @spacanpanman @ArneLutsch @SingularityRes @RJCcapital Idk for certain but I know Yorkville also owns warrants with a strike price of XXXX. $GWH blew past that for a while but I'd consider $XX a medium-term ceiling (barring any major breakthroughs). It's very unfortunate because I really like Iron air batteries"  
[X Link](https://x.com/bayesian_lad/status/1998501754657460391)  2025-12-09T21:15Z XXX followers, XXX engagements