#  @hiteshkar HK HK posts on X about $flnc, $te, solar, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::707649972/interactions)  - [--] Week [------] -23% - [--] Month [-------] +23% - [--] Months [---------] +875% - [--] Year [---------] +1,336% ### Mentions: [--] [#](/creator/twitter::707649972/posts_active)  - [--] Week [--] +8.90% - [--] Month [---] +88% - [--] Months [---] +377% - [--] Year [---] +664% ### Followers: [-----] [#](/creator/twitter::707649972/followers)  - [--] Week [-----] +3.20% - [--] Month [-----] +16% - [--] Months [-----] +495% - [--] Year [-----] +942% ### CreatorRank: [-------] [#](/creator/twitter::707649972/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [technology brands](/list/technology-brands) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) [social networks](/list/social-networks) [celebrities](/list/celebrities) [currencies](/list/currencies) [financial services](/list/financial-services) **Social topic influence** [$flnc](/topic/$flnc) #27, [$te](/topic/$te) #40, [solar](/topic/solar) #2521, [ai](/topic/ai), [market cap](/topic/market-cap), [$eose](/topic/$eose) #143, [stocks](/topic/stocks), [market](/topic/market), [in the](/topic/in-the), [$nlst](/topic/$nlst) **Top accounts mentioned or mentioned by** [@chamath](/creator/undefined) [@zastocks](/creator/undefined) [@jrouldz](/creator/undefined) [@spacanpanman](/creator/undefined) [@victorprivin](/creator/undefined) [@accountingds](/creator/undefined) [@pennycheck](/creator/undefined) [@grok](/creator/undefined) [@yeahdrdave](/creator/undefined) [@rjccapital](/creator/undefined) [@deepvaluebagger](/creator/undefined) [@ryshabtalks](/creator/undefined) [@xtradertrader](/creator/undefined) [@pjdahmer5](/creator/undefined) [@semianalysis](/creator/undefined) [@singularityres](/creator/undefined) [@nietschecapital](/creator/undefined) [@vinaiodds](/creator/undefined) [@stocktalkweekly](/creator/undefined) [@logicalthesis](/creator/undefined) **Top assets mentioned** [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Tesla, Inc. (TSLA)](/topic/$tsla) [First Solar, Inc. (FSLR)](/topic/$fslr) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Micron Technology, Inc. (MU)](/topic/$mu) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Bloom Energy Corporation (BE)](/topic/$be) [Vicor Corp (VICR)](/topic/$vicr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Sunrun Inc (RUN)](/topic/$run) [Tempus AI, Inc. (TEM)](/topic/$tem) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Enphase Energy Inc (ENPH)](/topic/$enph) [Ameresco, Inc. (AMRC)](/topic/$amrc) [QuantumScape Corporation (QS)](/topic/$qs) [Synopsys, Inc. (SNPS)](/topic/$snps) [AppLovin Corporation (APP)](/topic/$app) [GitLab Inc. (GTLB)](/topic/$gtlb) [Monolithic Power Systems, Inc. (MPWR)](/topic/$mpwr) [TAC Protocol (TAC)](/topic/$tac) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Goldman Sachs (GS)](/topic/goldman-sachs) ### Top Social Posts Top posts by engagements in the last [--] hours "4/8: A stalled CPI core coupled with an expected rent slowdown indicates the Fed may be nearing the end of rate hikes. Powell's awakening may have created a once-in-a-lifetime sweet spot. #ratehikes #policy" [X Link](https://x.com/hiteshkar/status/1670563972255236096) 2023-06-18T22:47Z [---] followers, [--] engagements "5/8: Surprisingly the economy has held up better than expected thanks to a post-pandemic return to normalcy. The market's resiliency defies bearish historical models. #economy #BullMarket" [X Link](https://x.com/hiteshkar/status/1670563976344657922) 2023-06-18T22:47Z [---] followers, [--] engagements "2/7 A week ago Powell said rents were 1/3-1/2 of core CPI. Today he expects rents to come down significantly. That's huge 🏢💰" [X Link](https://x.com/hiteshkar/status/1671638116044619783) 2023-06-21T21:55Z [---] followers, [--] engagements "3/7 Combining both statements Powell shows his cards. He expects core CPI measure to drop significantly skipping rate hikes this meeting. Inflation is declining 📉💸" [X Link](https://x.com/hiteshkar/status/1671638118515048450) 2023-06-21T21:55Z [---] followers, [--] engagements "A move like this suggests that the war may be closer to ending. If that's the case supply constraints could ease leading to a drop in oil and grain prices. This could result in disinflation or even deflation taking hold. #MarketAnalysis #InflationTrends" [X Link](https://x.com/hiteshkar/status/1673301133526269952) 2023-06-26T12:05Z [--] followers, [--] engagements "In response to such developments the Federal Reserve might need to aggressively lower interest rates possibly more than previously anticipated. Powell has hinted at the potential for significant drops in CPI core. #FederalReserve #MonetaryPolicy" [X Link](https://x.com/hiteshkar/status/1673301135950487553) 2023-06-26T12:05Z [---] followers, [--] engagements "An end to the war could further reinforce the disinflationary or deflationary forces at play. This scenario seems highly likely and it would necessitate a substantial drop in interest rates. Not to mention how AI is already reducing costs #WarImpact #MarketOutlook" [X Link](https://x.com/hiteshkar/status/1673301138387488775) 2023-06-26T12:05Z [---] followers, [--] engagements "2. Googles leaked memo reiterated how open source can have significant impact and that they have NO MOAT" [X Link](https://x.com/hiteshkar/status/1673409784849002500) 2023-06-26T19:15Z [---] followers, [--] engagements "3. DALL-E initially pioneered the text-to-image model field but the subsequent releases of Stability AI's Stable Diffusion spurred development of numerous similar toolkits" [X Link](https://x.com/hiteshkar/status/1673409786845470723) 2023-06-26T19:17Z [---] followers, [--] engagements "0.2 core and [---] topline. Fed has to stop these hikes to avoid deflation" [X Link](https://x.com/hiteshkar/status/1689616273817088000) 2023-08-10T12:34Z [--] followers, [--] engagements "1/ France and Germany are in disagreement over EU's energy market reforms with a focus on nuclear energy's role in the green transition. Whats the beef why are they unhappy A tale of EU internal disagreement unfolds. #EU #Energy" [X Link](https://x.com/hiteshkar/status/1714945766446305636) 2023-10-19T10:05Z [---] followers, [--] engagements "3/ 🌿 The crux of the discord: labeling nuclear energy as 'green'. Germany and France "agree to disagree" on this pivotal move by the EU. The stakes High The timeline Critical #GreenEnergy #green" [X Link](https://x.com/hiteshkar/status/1714945770636403050) 2023-10-19T10:05Z [---] followers, [--] engagements "4/ 💡 Amidst a backdrop of bilateral talks in Hamburg France pushes to regain control over electricity pricing. It wants long-term contract mechanisms for existing nuclear power plants. Germany on the other hand does not want to subsidize Nuclear power plants. #EnergyDebate" [X Link](https://x.com/hiteshkar/status/1714945772603535825) 2023-10-19T10:05Z [---] followers, [--] engagements "5/ As the clock ticks the urgency escalates. The end of October looms marking a critical junction for both nations to resolve their nuclear narrative. The EU's green agenda hangs in the balance. #TickTock" [X Link](https://x.com/hiteshkar/status/1714945774121890043) 2023-10-19T10:05Z [---] followers, [--] engagements "6/ 🔄 This dialogue mirrors a broader EU struggle: aligning energy transition goals with energy security & pricing. The France-Germany talks are but a chapter in a larger European energy saga. #EU #EnergyChallenges" [X Link](https://x.com/hiteshkar/status/1714945775669518424) 2023-10-19T10:05Z [--] followers, [--] engagements "7/ 🌐 Alas On [--] Oct the two nations struck a DEAL. France can continue to subsidize its older nuclear power plants #EU #EnergyPolicy" [X Link](https://x.com/hiteshkar/status/1714945777305354301) 2023-10-19T10:05Z [---] followers, [--] engagements "8/ With the new electricity market design consumers in particular will benefit from the cheap production costs of non-fossil fuel energies in Europe #France #Germany" [X Link](https://x.com/hiteshkar/status/1714945779574415547) 2023-10-19T10:05Z [---] followers, [--] engagements "1/ 🚗💨 GRAB's Wild Ride: "Uber of Asia" debuts and the stock. slides down faster than my motivation on a Monday. But there's a story (and math) behind the memes. Lets dive into Singapore's tech turmoil one number at a time. 🧵🎢" [X Link](https://x.com/hiteshkar/status/1715382646950306201) 2023-10-20T15:01Z [---] followers, [--] engagements "2/ 🎉 Shangri-La Singapore was LIT Grab's stock debut was set to be a $40 billion fiesta. But then the music stopped and someone stepped on the confetti" [X Link](https://x.com/hiteshkar/status/1715382649420722657) 2023-10-20T15:01Z [---] followers, [--] engagements "3/ 💰 Big names like SoftBank BlackRock and Morgan Stanley threw their coins into the Grab fountain. That's a lot of wishes for one well" [X Link](https://x.com/hiteshkar/status/1715382651337486729) 2023-10-20T15:01Z [---] followers, [--] engagements "4/ 📉 Their palindrome debut was all "lucky vibes" but by day's end the stock nosedived 21%. Currently A staggering 70% drop That's a bigger fall than my failed souffl attempt" [X Link](https://x.com/hiteshkar/status/1715382652843303284) 2023-10-20T15:01Z [---] followers, [--] engagements "5/ 🏙 Singapore's Big Tech Vision: With projects like Block71 aiming for Silicon Valley vibes. But the vibe check More like a Silicon Alley with a few bumps" [X Link](https://x.com/hiteshkar/status/1715382654466408896) 2023-10-20T15:01Z [---] followers, [--] engagements "6/ 🎮 Sea and Razer Singapore's other tech darlings faced hiccups too. Sea's shares Down almost 90%. Razer Went private. It's like a tech game of musical chairs" [X Link](https://x.com/hiteshkar/status/1715382656358035548) 2023-10-20T15:01Z [---] followers, [--] engagements "9/ 🔄 Theres still some juice left. Grab's got [--] million monthly users and revenues of $1.4 billion. Singapores digital economy A cool $77 billion or 17.3% of its GDP. So not all doom and gloom" [X Link](https://x.com/hiteshkar/status/1715382661252874538) 2023-10-20T15:01Z [--] followers, [--] engagements "10/ 🔍 Chips food tech and a $16.5 billion investment in semiconductors Singapore's cooking up some serious innovations. Fingers crossed theyve got a good recipe this time" [X Link](https://x.com/hiteshkar/status/1715382663085765053) 2023-10-20T15:01Z [---] followers, [--] engagements "11/ 🚀 In conclusion with all these wild numbers and rides Grab & Singapore's tech scene is like a season finale of a drama series. Stay tuned for the next episode #TechTales #GrabbingLaughs 🌐🤣" [X Link](https://x.com/hiteshkar/status/1715382665157992588) 2023-10-20T15:01Z [---] followers, [--] engagements "Bonds are not going to move up immediately. My thinking is that a policy reversal from the Fed is imminent where they may increase short-term interest rates amid a robust economy. This action could stimulate the Gross Domestic Product (GDP) further leading to higher yields and a decline in TLT (iShares 20+ Year Treasury Bond ETF). Following this it's likely that the Fed would halt Quantitative Tightening (QT) which would be favorable for bonds but only post this action. There might be a perception in the market that a reduction in rates would lead to an immediate cessation of QT but the Fed" [X Link](https://x.com/hiteshkar/status/1716569989040202080) 2023-10-23T21:39Z [--] followers, [----] engagements "IDO's offer early public access to seed innovative concepts. All launchpad's ROI has dipped this chart offers a relative measure of performance over time. Judge a launchpad by the ATH returns of its projects" [X Link](https://x.com/hiteshkar/status/1721550072167399753) 2023-11-06T15:28Z [---] followers, [--] engagements "Dao Maker and Seedify might be too highly-priced but there are other launchpads in the list that could be worth a look" [X Link](https://x.com/hiteshkar/status/1721550076147892250) 2023-11-06T15:28Z [---] followers, [--] engagements "A core difference between IEOs and IDOs is that an exchange's permission is not required to conduct an IDO. However IEO's have had much better all-time returns. In fact DaoMaker is the only launchpad that is able to rank amongst the exchanges already valued at 183M" [X Link](https://x.com/hiteshkar/status/1721550078760861829) 2023-11-06T15:28Z [--] followers, [--] engagements "1/ IMF predicts a soft landing for Europe after all. Growth is expected at 1.3% in [----] and 1.5% in [----]. But getting inflation back to normal could take years After the lost decade of European growth at least somebody is a little heartened for Europe albeit only slightly" [X Link](https://x.com/hiteshkar/status/1724019229580513618) 2023-11-13T10:59Z [---] followers, [--] engagements "2/ Foreign investment is flowing out of China NOT IN indicating companies are diversifying supply chains. This is the first contraction in foreign direct investment since records began in 1998" [X Link](https://x.com/hiteshkar/status/1724019236710891604) 2023-11-13T10:59Z [---] followers, [--] engagements "But it was not until [----] that significant foreign investment began flowing in. That year the government decided to take an active role in attracting investors for Israeli founders. They launched the Yozma initiative which sparked major VC investment growth in the country" [X Link](https://x.com/hiteshkar/status/1724430979677159667) 2023-11-14T14:15Z [--] followers, [--] engagements "The program was based on a US$100 million government-owned VC fund oriented to two functions: first fund of funds- investment in [--] private VC funds and second direct investment into start-ups" [X Link](https://x.com/hiteshkar/status/1724430982017630554) 2023-11-14T14:15Z [--] followers, [--] engagements "This was accompanied by equity guarantees for foreign investors programs to link Israeli firms with foreign business angels and exits of Israeli venture firms on foreign stock exchanges This resulted in [--] fold increase in VC investment from $58M to $3.3B [----] till 1999" [X Link](https://x.com/hiteshkar/status/1724430987096961320) 2023-11-14T14:16Z [--] followers, [--] engagements "The number of companies in these funds 8X from [---] to [---] startups. By [----] Israel ranked second only to the US in invested private-equity capital as a share of GDP" [X Link](https://x.com/hiteshkar/status/1724430990821446014) 2023-11-14T14:16Z [--] followers, [--] engagements "3 most important slides from #NVDA earnings 1/3 $1 Trillion Long-Term Annual Market Opportunity is sized up in [--] big opportunities a. Autonomous Machines 300B b. Data Center 300B c. Omniverse (Metaverse) 150B d. AI Cloud Infrastructure 150B e. Gaming 100B" [X Link](https://x.com/hiteshkar/status/1727082156239827066) 2023-11-21T21:50Z [---] followers, [---] engagements "@rowancheung One of the most useful thing GROK can offer is to be able to extract insights from twitter threads on obscure things fast and real time. There are so much alpha and valuable knowledge in X just always difficult to uncover" [X Link](https://x.com/hiteshkar/status/1728002010694213740) 2023-11-24T10:45Z [---] followers, [----] engagements "A thread on Decentralized AI projects under a 100M fully diluted market cap I explore unique and interesting AI projects within the realm of decentralization The AI narrative has gained momentum and will continue to be influential. Let's dive in #AI #aicrypto #DecentralizedAI" [X Link](https://x.com/hiteshkar/status/1728082354281890299) 2023-11-24T16:05Z [---] followers, [--] engagements "DISCLOSURE: This is not financial advice. This is meant to inspire people to think about new ideas that combine web3 and AI" [X Link](https://x.com/hiteshkar/status/1728082356513243518) 2023-11-24T16:05Z [---] followers, [--] engagements "Altered State Machine $ASTO @altstatemachine Market Cap (FDV) 84M You can build AI-powered avatars called Agents and can be owned and traded as NFTs. They have a unique Brain (DNA) and can be trained via machine learning in Gyms" [X Link](https://x.com/hiteshkar/status/1728082358660735370) 2023-11-24T16:05Z [---] followers, [---] engagements "Botto $BOTTO @bottoproject Market Cap (FDV) 37M Botto is a decentralized autonomous artist (DAO) that creates generative art. It is governed by the BottoDAO community The community votes on a new theme/style for Botto's art generation" [X Link](https://x.com/hiteshkar/status/1728082364742435022) 2023-11-24T16:05Z [---] followers, [---] engagements "IMGNAI $IMGNAI @imgn_ai Market Cap (FDV) 48M The uncensored mid-journey. You can create images with reduced policies" [X Link](https://x.com/hiteshkar/status/1728082371881078869) 2023-11-24T16:05Z [---] followers, [---] engagements "Oraichain (AI Oracle ) $ORAI @oraichain Market Cap (FDV) 66M It is "Graph" ( 1.6B ) GRT + Chainlink for AI Layer [--] blockchain focused on AI and oracles. It aims to provide trustworthy proofs for AI and enable secure integration with web3" [X Link](https://x.com/hiteshkar/status/1728082378705277306) 2023-11-24T16:05Z [---] followers, [---] engagements "@funkymellowship @chamath At this point if you don't trust Google you might as well live in the forests alone" [X Link](https://x.com/hiteshkar/status/1732530455570731144) 2023-12-06T22:40Z [---] followers, [--] engagements "The market anticipates Federal Reserve rate cuts but persistent inflation and potential geopolitical risks involving oil and Taiwan could upset these expectations and lead to market volatility. Nobody is paying attention to the Taiwanese election this weekend" [X Link](https://x.com/hiteshkar/status/1745631215539949667) 2024-01-12T02:18Z [---] followers, [--] engagements "Serious risk building in the short term for ALL markets. China's threatened that if the current party who is leading in the polls wins it risks war. If China moves on Taiwan the market can be down 5% that day and Tech stocks down 10%+ with further follow through risk days after" [X Link](https://x.com/hiteshkar/status/1745631217741963385) 2024-01-12T02:18Z [---] followers, [--] engagements "@ThePeterMick Built a podcast search tool. Contains 75k videos. You can ask interesting questions and listen to your favourite podcasters answer your question http://Horsy.ai http://Horsy.ai" [X Link](https://x.com/hiteshkar/status/1805030453193171113) 2024-06-24T00:09Z [---] followers, [--] engagements "I ran your question @altcap of "Calcium CT scan and why it should be a standard procedure for people above 35" on @horsyai to find out what other specialists like @PeterAttiaMD and @dhrupurohit are talking about it. Here is what I gathered from these conversations" [X Link](https://x.com/hiteshkar/status/1811573761964974248) 2024-07-12T01:30Z [---] followers, [--] engagements ""It's very good at Imaging calcium in the body but it's not very good at soft tissue.we use magnetic waves to look inside your body and it's very very good at soft tissue" -- Andew Lacy" [X Link](https://x.com/hiteshkar/status/1811573765295235540) 2024-07-12T01:30Z [---] followers, [--] engagements ""If the risk is somewhere between [--] to 20% of developing heart disease over the next [--] years in that case calcium score plays a role and can detect this early for you to course correct" -- Joseph C Wu (Director of Standford Cardiovascular Institute)" [X Link](https://x.com/hiteshkar/status/1811573767912448254) 2024-07-12T01:30Z [---] followers, [--] engagements ""With Calcium CT Scan you now can see with great illumination the arteries and you get a better sense of not just luminal narrowing but also the presence of soft plaque. If done correctly this is very reliable in heart risk prediction " -- Peter Attia MD" [X Link](https://x.com/hiteshkar/status/1811573769921536440) 2024-07-12T01:30Z [---] followers, [--] engagements "@chamath "The financial performance of luxury brands just keeps going up and up.due to supply and demand dynamics." -- @KristinMugford at Ted audio Collective" [X Link](https://x.com/hiteshkar/status/1816218380694667505) 2024-07-24T21:06Z [---] followers, [--] engagements "@chamath LVMH (Louis Vuitton Mot Hennessy) hit 500B market cap the first European company to hit that valuation in [----] when the rest of the markets were doing poorly. Covid struck Chinese consumers have a big role to play in that" [X Link](https://x.com/hiteshkar/status/1816219170557886712) 2024-07-24T21:09Z [---] followers, [--] engagements "@Teslarati Elon's wealth skyrocketing like Dogecoin I wonder if aliens think he's Earth's overlord or something" [X Link](https://x.com/hiteshkar/status/1833283795048444192) 2024-09-09T23:18Z [---] followers, [--] engagements "@burkov Agreed with most but dismissing chatbots is harsh. Ever tried turning off a human agent and on again 🤔" [X Link](https://x.com/hiteshkar/status/1833284042021548543) 2024-09-09T23:19Z [---] followers, [--] engagements "@LewisHowes In the realm of quantum physics the observer effect shows that our perceptions can influence reality. Could manifesting be a form of self-observation that shapes our reality through focused intention" [X Link](https://x.com/hiteshkar/status/1833891863939420489) 2024-09-11T15:34Z [---] followers, [--] engagements "@TedHZhang Why isn't $SKYT making the quantum list Helps produce quantum chips. Partnership with Google and QUBT. The only completely US owned fab. So also plays with the trade wars ahead This stock is actually almost positive net income legit business of 300M half its market cap" [X Link](https://x.com/hiteshkar/status/1870966373222085001) 2024-12-22T22:55Z [---] followers, [---] engagements "Revenue of 1.23B and a guidance of 4B in [----] (Their entire market cap right now)" [X Link](https://x.com/hiteshkar/status/1874854724840919472) 2025-01-02T16:26Z [---] followers, [--] engagements "ARR of 100M. This is great for a reliable revenue. The real operating leverage in the business will be felt once the software starts to contribute more and more to the service revenue. Thats when the business is going to turn very profitable" [X Link](https://x.com/hiteshkar/status/1874854734051594253) 2025-01-02T16:26Z [---] followers, [--] engagements "Used Horsy to analyze the Earnings call quickly" [X Link](https://x.com/hiteshkar/status/1874855141683384383) 2025-01-02T16:27Z [---] followers, [---] engagements "Great time for Battery small caps. Tesla Energy blew it out of the park. $EOSE $MVST $FLNC" [X Link](https://x.com/hiteshkar/status/1874858817806348758) 2025-01-02T16:42Z [---] followers, [---] engagements "@ZaStocks $RUN is unfortunately bringing on debt much faster than its building equity. However return on equity jumped from 25% to 7% last quarter. Thats good" [X Link](https://x.com/hiteshkar/status/1874931028806209905) 2025-01-02T21:29Z [---] followers, [--] engagements "@pakpakchicken I have now been researching for tens of hours on two amazing AI infrastructure names. They are small caps. One is at its absolute bottom and been building a base for 3-4 years. Another is breaking out but still has a long way to go. I will release my Full DD tomorrow" [X Link](https://x.com/hiteshkar/status/1875017244897657003) 2025-01-03T03:12Z [---] followers, [----] engagements "Good bad and ugly of $NOTE +ives - On a clear trend to profitability - clear trend to +ve cash flow - No more increasing operating expense. This means increased operating leverage -ves -Not the best balance sheet -liabilities rising - Might have to do dilution soon to raise money" [X Link](https://x.com/hiteshkar/status/1875283597424521312) 2025-01-03T20:50Z [---] followers, [---] engagements "Parent company Siemens is suing $FLNC . This is pending resolution so the valuation could be waiting for it. Lets keep observing it https://x.com/hiteshkar/status/1874854721938153580 $FLNC is flying under the radar. Its a pure play Batteries at grid scale. Joint venture between AES Corporation (Long exp in utility scale) and Siemens (global reach in power systems) Tesla Energy is showcasing how much growth Utility scale batteries have ahead of them. https://t.co/cI8nPVWjuO https://x.com/hiteshkar/status/1874854721938153580 $FLNC is flying under the radar. Its a pure play Batteries at grid" [X Link](https://x.com/hiteshkar/status/1875344523972506091) 2025-01-04T00:52Z [---] followers, [---] engagements "Germany is sending strike drones to Ukraine as reported by Bild newspaper but these are not associated with the Australian company Electro Optic Systems (EOS) which is listed as EOS.ASX on the Australian stock exchange. Additionally EOS is sending its Slinger counter-drone systems to Ukraine but this is a separate initiative from the German aid" [X Link](https://x.com/hiteshkar/status/1875972462875181441) 2025-01-05T18:27Z [---] followers, [---] engagements "Sehat Sutardja Family owns almost the same stake as a founder. He started $MRVL (100B) and is a competitor. Why would he acquire such a major stake in his Alphawave Semi Does he know something" [X Link](https://x.com/hiteshkar/status/1876305312241819945) 2025-01-06T16:30Z [---] followers, [---] engagements "2/3 This is such a scary chart. Long term yields look like they are going to 8%. Woah US is having trouble getting the world to buy their treasuries" [X Link](https://x.com/hiteshkar/status/1876719424708710708) 2025-01-07T19:55Z [---] followers, [--] engagements "3/3 DRAM and HBM memory prices falling. I know there is a lot of demand but it is not getting reflected in the pricing. @trendforce" [X Link](https://x.com/hiteshkar/status/1876719427552440339) 2025-01-07T19:55Z [---] followers, [--] engagements "@ZaStocks Most importantly the macro air is tough. Any future cash flows and dreams in the air gets sucked out That's why gotta look for good balance sheets real revenue & cash flows and operating leverage" [X Link](https://x.com/hiteshkar/status/1877038670240203045) 2025-01-08T17:04Z [---] followers, [---] engagements "I have had them in my radar as well. HEre is a little summary $SERV: Provides specialized facility and household services; the market may be overlooking its scalable subscription model positioning SERV to win with recurring revenue and high customer retention. $SYM: Develops AI-driven robotic systems for warehouse and supply chain optimization; investors might underappreciate its expanding partnerships while $SYMs proprietary software-hardware integration sets it apart. $ISRG: Pioneers robotic-assisted surgical platforms; many miss the growing range of procedures being approved and $ISRGs" [X Link](https://x.com/hiteshkar/status/1877040445034779012) 2025-01-08T17:11Z [---] followers, [---] engagements "@johnwayne12591 So NVDA does a lot of hardware for networking. They are not providing Design IP which is a optimized EDA designed software IP that gets used again and again. his is where AWE shines. Although he did mention ALchip and GUC. Will be doing more DD on that" [X Link](https://x.com/hiteshkar/status/1877119463981519102) 2025-01-08T22:25Z [---] followers, [---] engagements "@ZaStocks I did a deep dive into this list and found [--] stocks $CXM and $SMAR that had exceptional balance sheet with Free cash flows and have predictable growth. These two companies could be poised to making the best gains with AI even in a struggling macro market. Will do a DD soon" [X Link](https://x.com/hiteshkar/status/1877389808944689334) 2025-01-09T16:19Z [---] followers, [---] engagements "5/11 Spires Niche: Lightweight satellite constellations that offers global frequent revisit times with Rapid Configurability. The system can be expanded or reconfigured faster than large multi-agency efforts minimizing delays in technology refresh and maximizing data accuracy" [X Link](https://x.com/hiteshkar/status/1877737509548896301) 2025-01-10T15:21Z [---] followers, [--] engagements "6/11 The balance sheet is certainly not the best with dwindling cash reserves. However the decision to sell it's maritime business will infuse 241M cash (Almost 80% its current market cap)" [X Link](https://x.com/hiteshkar/status/1877737512199684488) 2025-01-10T15:21Z [---] followers, [--] engagements "10/11 The market may be overlooking how quickly software-like margins can ramp up. Spires cost-to-data-point advantage plus the urgency for climate intelligence make this a company to watch between now and the next wildfire season. NASA conducted a webinar recently" [X Link](https://x.com/hiteshkar/status/1877737521813004695) 2025-01-10T15:21Z [---] followers, [---] engagements "11/11 Technically the stock is at its lowest and if the sale of its maritime goes through this company will have a solid balance sheet low operating expenses and softare type margins ahead of itself" [X Link](https://x.com/hiteshkar/status/1877737524761690531) 2025-01-10T15:21Z [---] followers, [---] engagements "- The Fed's balance sheet has declined from its peak of about $9 trillion in [----] to around $7.7 trillion by late 2023/early [----] which is a more significant reduction than shown in the red line. - The chart appears to underrepresent the actual QT impact by using the "Total Liquidity" calculation which includes offsets from the Treasury General Account (TGA) and Reverse Repo Facility (RRP) changes. - The RRP facility usage has significantly declined from its peak of $2.5 trillion in [----] to under $1 trillion by early [----] which affects the total liquidity calculation. By showing "Total" [X Link](https://x.com/hiteshkar/status/1878512767331611019) 2025-01-12T18:41Z [---] followers, [--] engagements "Unfortunately most of the small caps mentioned on the list DO NOT have good strong balance sheet. They might catch a bid but it will not be for long term. Only $GFAI (24M) $SYM (15B)and $ISRG (195B) got strong Working capital and not a crazy FCF burn that might require them to dilute" [X Link](https://x.com/hiteshkar/status/1878565972233318909) 2025-01-12T22:13Z [---] followers, [----] engagements "@profplum99 It's not China thats dumping US debt. It is also Japan. Luxemborgh London Cayman Islands all are increasing their holdings on the flipside" [X Link](https://x.com/hiteshkar/status/1879436829390442584) 2025-01-15T07:53Z [---] followers, [---] engagements "They say that $CPI days are opposite days. I backtested it with @perplexity_ai from @AravSrinivas Unfortunately it gave me no sources back. But here are the results. It seems quite clearly to bet agains CPI day movements is the right choice. Lets see tomorrow" [X Link](https://x.com/hiteshkar/status/1879707208583377339) 2025-01-16T01:48Z [---] followers, [---] engagements "@pennycheck Your DD is amazing. I missed the quantum connection. Although leaving that aside just the fact their 30% of the revenue business is valued for 60% its market cap itself is showcasing how undervalued the business is" [X Link](https://x.com/hiteshkar/status/1879907717713911943) 2025-01-16T15:05Z [---] followers, [--] engagements "@ZaStocks I would leave $SNOW out of this list honestly. ROIC is horrible and the net income is on an accelerated path to insane losses" [X Link](https://x.com/hiteshkar/status/1880086341524025684) 2025-01-17T02:54Z [---] followers, [---] engagements "$SPIR is one of the few partners of @anduriltech for Lattice. This system is built to enable teams of diverse robotic assets to work together under human supervision to perform complex missions in any domain" [X Link](https://x.com/hiteshkar/status/1880247936929657267) 2025-01-17T13:36Z [---] followers, [---] engagements "Many companies are private companies and many valued as multi billion business. SPIR (400M ) is one of the smallest partners in the list. Being a Lattice partner has many perks" [X Link](https://x.com/hiteshkar/status/1880247940624818656) 2025-01-17T13:36Z [---] followers, [--] engagements "@KevinLMak $SPHR great DD. Right now I am worried about there cash situations. they have diluted massively in the past and it seems likeley that they would do so again. Ontop their revenue is not increasing" [X Link](https://x.com/hiteshkar/status/1880351412246442158) 2025-01-17T20:28Z [---] followers, [---] engagements "The $TRUMP coin is at 30BILLION FDV sucking liquidity out of all the other major coins. It is second most valuable MEME coin ever in the history. 1st is $DOGE @crypto_banter" [X Link](https://x.com/hiteshkar/status/1880772039252005055) 2025-01-19T00:19Z [---] followers, [---] engagements "I found an Undervalued Microcap ($155M) in business turnaround: - Revenue growing QoQ - Cash = 80% of market cap - Buying back stock (While peers are diluting) - Big institution bought 8% (Jan [--] 2025) - At strong technical support @MicroCapClub @pennycheck @ZaStocks Comment and Ill DM before posting my DD" [X Link](https://x.com/hiteshkar/status/1881089169067299018) 2025-01-19T21:19Z [---] followers, [--] engagements "@iancassel @Whit_Huguley $SPIR (400M) will become more important with all the Climate change and defense chatter. Here is my thesis on the small cap https://x.com/hiteshkar/status/1877737500833087847 1/11 As devastating wildfires sweep through California the urgency for real-time data in environmental monitoring has never been greater. Heres why $SPIR (300M Market cap) Spire Globals satellite constellation may offer a powerful solutionand a compelling business case https://t.co/mgMvgqGQzo https://x.com/hiteshkar/status/1877737500833087847 1/11 As devastating wildfires sweep through California" [X Link](https://x.com/hiteshkar/status/1881758429750145150) 2025-01-21T17:39Z [---] followers, [---] engagements "@KCAvsFan9 @SpaceInvestor_D Yes I did. They have their third version of satellites coming up soon. Their refresh rates are awesome and with the third version coming online they are gonna have same resolution but higher refresh rates than MAXAR. Plus technically they seemed to be bottoming" [X Link](https://x.com/hiteshkar/status/1881873786351534581) 2025-01-22T01:17Z [---] followers, [--] engagements "@ZaStocks Their business of selling Silicon IP is insane margins. Like 90% margins. This is the reason they are constantly given a P/E of 200-300. In context even TSLA (100x) and NVIDIA (30-50x) do not command such P/E ratios They will continue to be expensive in the future for this" [X Link](https://x.com/hiteshkar/status/1882118760276103508) 2025-01-22T17:30Z [---] followers, [---] engagements "@ZaStocks Here is my list. I got many favourites here. $RXRX $SDGR $RLAY $ABSI" [X Link](https://x.com/hiteshkar/status/1882208704713658487) 2025-01-22T23:28Z [---] followers, [---] engagements "@PelosiTracker_ $TEM invested into $PSNL advanced cancer genomic tests and analytics. So if you have Tem you gotta have PSNL. This is a much smaller market cap to play with. High beta play. https://x.com/hiteshkar/status/1882225597482774862 $PSNL's NeXT Personal platform detects cancer recurrence 6-11 months earlier than standard imaging in cancer patients. This early detection capability is crucial. $TEM invested $47M for a 19.3% stake with add. buys at $5.07. $35M in equity and up to $12M in milestone payments https://t.co/ETBTJV4FOn https://x.com/hiteshkar/status/1882225597482774862" [X Link](https://x.com/hiteshkar/status/1882393400617668993) 2025-01-23T11:42Z [---] followers, [---] engagements "@itsolelehmann Europe needs to attract Speculative Tech investors exactly how Israel 60X their VC investments within a span of [--] years. Government need to say "Downside is mine upside is yours" and invest in the GDP acceleration drastically https://x.com/hiteshkar/status/1724430971108315472 How did Israel become a tech powerhouse with VC investments rising 60X from $58M to $3.3B between [----] & [----] The government took ALL the downside risk while giving the foreign firms the UPSIDE returns. Genius Curious Keep reading 👇 #MarchForIsrael #Israel #VentureCapital https://t.co/W3rnFjH3fK" [X Link](https://x.com/hiteshkar/status/1882893414121054455) 2025-01-24T20:49Z [---] followers, [--] engagements "Amazing find. Only 1.85B for being the main host of a Giant who is going to massively gain from the Deepseek drama +ves - Stable Revenue growth at 7% - Started to turn profitable as a business. Great trend. - Operating margin is trending towards very good margins -ves - Not the strongest Balance sheet - Cash Flow still negative" [X Link](https://x.com/hiteshkar/status/1884337954182861238) 2025-01-28T20:29Z [---] followers, [---] engagements "@mellowrk_lion $INOD ($990M) is one of the best beneficiary of this superblast on AI. Fundamentally there are a lot of good trends emerging in its financials - Accelerating growth 135% YoY - Returning Earnings. - Strengthening it's balance sheet - Positive Free Cash flow" [X Link](https://x.com/hiteshkar/status/1884340942276038725) 2025-01-28T20:41Z [---] followers, [---] engagements "@BrianFeroldi $FLNC is a great example of Damaged stock. - Revenue growing in triple digits competing with $TSLA. - Recurring revenue of 100M and growing exponential speed - Impriving Margins everyday. This showcases pricing power - Investing all of its FCF into the future" [X Link](https://x.com/hiteshkar/status/1884364635861659679) 2025-01-28T22:15Z [---] followers, [---] engagements "$TSLA is reporting earnings tomorrow. TSLA Energy is accelerating and will contribute meaningfully to it's EPS However there is one competitor that is severely undervalued and is sitting at support right now. - Has 1.7X the size of Tesla's Autobidder direct dispatch storage - Price-to-Sales (Forward P/S) = [---] - Price-to-Sales of 1" [X Link](https://x.com/hiteshkar/status/1884411052328198568) 2025-01-29T01:19Z [---] followers, [----] engagements "Problem: Power fluctuations during training: During GPU training power can fluctuate significantly. When GPUs are idle the power consumption drops to zero which can lead to instability in power supply Solution: Massive energy storage is needed for grid stability" [X Link](https://x.com/hiteshkar/status/1884411054488244231) 2025-01-29T01:19Z [---] followers, [---] engagements "Technically $FLNC is at support and a great time to accumulate. I agree that the price action is not impressive so caution is warranted. I believe that the market is not efficient for this stock" [X Link](https://x.com/hiteshkar/status/1884411075476525421) 2025-01-29T01:19Z [---] followers, [---] engagements "RISKS: - Potential margin compression caused by price deflation in the energy storage system (ESS) - Increasing Chinese competition which is expected to remain deflationary - Uncertainty regarding the full scope of tariffs and their impact on Fluence's domestic strategy - Lack of support by the current administration" [X Link](https://x.com/hiteshkar/status/1884413076998611445) 2025-01-29T01:27Z [---] followers, [---] engagements "It is solving a significant Problem related to AI Power right now GPU load swings from max to zero destabilizing grids. Solution: Large-scale energy storage to destabilize the grid quickly Meta literally faking workload to keep the grid stable" [X Link](https://x.com/hiteshkar/status/1884696923916878269) 2025-01-29T20:15Z [---] followers, [--] engagements "Joint venture between AES Corporation (Long exp in utility scale) and Siemens (global reach in power systems). Massive business in Europe which is quite serious about increasing it's Renewable mix. US business is focusing on Non China supply" [X Link](https://x.com/hiteshkar/status/1884696942422188069) 2025-01-29T20:15Z [---] followers, [---] engagements "Technically $FLNC is at support and a great time to accumulate. I agree that the price action is not impressive so caution is warranted. I believe that the market is not efficient for this stock" [X Link](https://x.com/hiteshkar/status/1884696945165210041) 2025-01-29T20:15Z [---] followers, [---] engagements "RISKS: - Potential margin compression caused by price deflation in the energy storage system (ESS) - Increasing Chinese competition which is expected to remain deflationary - Uncertainty regarding the full scope of tariffs and their impact on Fluence's domestic strategy - Lack of support by the current administration" [X Link](https://x.com/hiteshkar/status/1884696948042842218) 2025-01-29T20:15Z [---] followers, [--] engagements "@marketwirenews @alexcsbc What a great timing. I just released a deep dive into Fluence energy $FLNC https://x.com/hiteshkar/status/1884696920452432027 $FLNC is super undervalued competitor of $TSLA Energy right now. It is sitting at technical support right now and investors don't believe in it right now. - Revenue growing exponentially (82% QoQ) - Project pipeline reached $21 billion a 60% YoY - Order intake doubling from https://t.co/G8TSi2zPeI https://x.com/hiteshkar/status/1884696920452432027 $FLNC is super undervalued competitor of $TSLA Energy right now. It is sitting at technical" [X Link](https://x.com/hiteshkar/status/1884703795440992557) 2025-01-29T20:42Z [---] followers, [---] engagements "$MX is the stock that's been buying it's shares back dramatically. Right now There are rumours that MX might be sold at $7ish. I am still doing more due diligence but the news is coming out already and I dont want you to miss out on it. https://x.com/hiteshkar/status/1881090356789539103 I found an Undervalued Microcap ($155M) in business turnaround: - Revenue growing QoQ - Cash = 80% of market cap - Buying back stock (While peers are diluting) - Big institution bought 8% (Jan [--] 2025) - At strong technical support @MicroCapClub @pennycheck @ZaStocks https://t.co/b95FrVrBwk" [X Link](https://x.com/hiteshkar/status/1886528001396924476) 2025-02-03T21:31Z [---] followers, [---] engagements "In [----] Magnachip and Chinese private equity firm Wise Road Capital signed a $1.4 billion buyout deal butWashington blocked the contract amid a protracted US-China trade dispute. It's DDIC OLED display chip (nervous system of a display) was important enough for US to say NO" [X Link](https://x.com/hiteshkar/status/1886528003347202196) 2025-02-03T21:31Z [---] followers, [---] engagements "Technically the stock is still at it's low and showing some signs of strength" [X Link](https://x.com/hiteshkar/status/1886528006140637379) 2025-02-03T21:31Z [---] followers, [--] engagements "@SebKrog I think South Korea is a hot bed" [X Link](https://x.com/hiteshkar/status/1888149098420744414) 2025-02-08T08:53Z [---] followers, [--] engagements "Breaking 🚀 $SPIR: DEAL CLOSED & DEBT-FREE ✅ 150+ Satellites Live in Orbit (Largest weather/maritime constellation thats already built) ✅ Real-Time Data Powering Fortune 500s Govs & AI Models ✅ Zero Debt Pure Profit Focus Ahead ✅ $233.5M Maritime Biz Sale (Kpler) Fuels Growth ✅ Cash Now Funding AI-Driven Analytics Defense Contracts & Space-as-a-Service" [X Link](https://x.com/hiteshkar/status/1915862930412941358) 2025-04-25T20:18Z [---] followers, [---] engagements "@data168 Some good metrics as well $ROKU. ROIC on upward trajectory as well as strong balance sheet" [X Link](https://x.com/hiteshkar/status/1918048760669835687) 2025-05-01T21:03Z [---] followers, [---] engagements "1/4 $AWE ⚡Two key updates boost Alphawaves AI infra role for $QCOM Qualcomm: $NVDA opened NVLink to non-Nvidia CPUs/GPUs Qualcomm plans data center CPUs linked to Nvidia GPUs Why Seamless AI compute needs Alphawaves interconnect IP" [X Link](https://x.com/hiteshkar/status/1925583534388806050) 2025-05-22T16:04Z [---] followers, [---] engagements "3/4 $AWE Financials: Revenue: $308M (slowed because of China unwind) Backlog: $520M Cash: $180M [----] target: $1B Trades at 4.7x P/S vs peers 19.7x (CRDO ALAB etc. ). Current price: [----] ($1.86) Massive valuation gap" [X Link](https://x.com/hiteshkar/status/1925583540395159868) 2025-05-22T16:04Z [---] followers, [--] engagements "4/4 Qualcomm risks losing $AWEs unique SerDes/CXL/PCIe IP to rivals. AWEs board likely seeks strategic partnership over lowball buyout. Deal could be JV premium buyout (2-3x market cap) or collab. AIs future runs on AWEs backbone. Decision deadline: May 27" [X Link](https://x.com/hiteshkar/status/1925583542588756156) 2025-05-22T16:04Z [---] followers, [--] engagements "@d__risk @grok what do all these images mean. How complex conversion features for the convertible notes are mentioned here" [X Link](https://x.com/hiteshkar/status/1927118787196661994) 2025-05-26T21:44Z [---] followers, [--] engagements "$AWE Alphawave Semis $AWE hits first-ever UCIe IP taped on $TSMC 2nm tech with industry-first 36G die-to-die speeds using CoWoS packaging. Unmatched chiplet bandwidth density unlocked" [X Link](https://x.com/hiteshkar/status/1930994902185218462) 2025-06-06T14:27Z [---] followers, [---] engagements "@KyleAdamsStocks I also like $TSSI. Crazy growth. The stock price is adjusting for that with a 6X in under half a year however this stock probably deserves it" [X Link](https://x.com/hiteshkar/status/1931051909911351561) 2025-06-06T18:13Z [---] followers, [---] engagements "This is my Robotics watchlist. Many of them are currently bottoming and will rise from the dead. $SERV $SYM $PRCT $IRBT $ZBRA $PATH $ROK $ISRG $FANU $LAZR $TER $MBOT $SPPL $KITT $OUST $RR $GFAI $ARBE $KSCP Which of them do you want me to research further" [X Link](https://x.com/hiteshkar/status/1933532500455805006) 2025-06-13T14:30Z [---] followers, [---] engagements "@BullTradeFinder $OSCR Pretty good growth. If they can really deliever on that kind of EPS growth. It can shoot up higher like crazy" [X Link](https://x.com/hiteshkar/status/1933993438053081599) 2025-06-14T21:02Z [---] followers, [---] engagements "@ernottawa Also they didnt hold Earnings call for Q1 [----]. I dont know how to assess the company. This is what they said in the earnings call in Nov 2024" [X Link](https://x.com/hiteshkar/status/1934323239502663953) 2025-06-15T18:52Z [---] followers, [--] engagements "$AWE Right on target. AWE got acquired by $QCOM Up about 95% from when I first shared it. Here was my thesis on AWE from Jan [----] https://x.com/hiteshkar/status/1875242035067658378 $AWE (700M Market Cap ) has the potential to be the next ARM. Its a chip design IP (SerDes IP) company that designs optimized blocks for interconnectivity especially inside Datacentres for inference The only competitors are $AVGO (1T) and $MRVL (100B). Still they AWE has key https://t.co/V0isBWd1Eg https://x.com/hiteshkar/status/1875242035067658378 $AWE (700M Market Cap ) has the potential to be the next ARM. Its a" [X Link](https://x.com/hiteshkar/status/1934622801052532897) 2025-06-16T14:43Z [---] followers, [---] engagements "$FLNC Right on target . Up already 30% from when I recommended it at $4.8 The energy battery stock thats popping the most right now $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 $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 $809M market cap at 7-9x ARR. Wall Streets asleep on this one. 🚀" [X Link](https://x.com/hiteshkar/status/1934987948547850463) 2025-06-17T14:54Z [---] followers, [---] engagements "$EOSE Preliminary analysis is that it's massively cash burning and diluting shares like mad. Only the promise of good tech coming soon will make me wanna research it further. I will dive also in it's Battery tech soon" [X Link](https://x.com/hiteshkar/status/1935456646647468109) 2025-06-18T21:56Z [---] followers, [----] engagements "$EOSE technically looks very good. The structure tells the story that market's swarm intelligence knows something. Gotta research further its tech now" [X Link](https://x.com/hiteshkar/status/1935477202935529846) 2025-06-18T23:18Z [---] followers, [----] engagements "@SpaceX @grok is the landing pad damaged what ground infrastructure got damaged" [X Link](https://x.com/hiteshkar/status/1935634816193499398) 2025-06-19T09:44Z [---] followers, 18.2K engagements "Hedge fund activity in $FLNC stayed almost flat to slightly bullish in Q1 2025" [X Link](https://x.com/hiteshkar/status/1935637886038315404) 2025-06-19T09:56Z [---] followers, [---] engagements "@AsperGenerator @SpaceX @grok Thanks for the info Asper" [X Link](https://x.com/hiteshkar/status/1935638105249243271) 2025-06-19T09:57Z [---] followers, [---] engagements "@FinTechShark1 Nice one" [X Link](https://x.com/hiteshkar/status/1936128955783762343) 2025-06-20T18:28Z [---] followers, [--] engagements "You would have been up 10% on $FLNC if you put the limit orders at [---] as I said. https://x.com/hiteshkar/status/1936108587706732860 @Flipper13 Depends on your time horizon. I think its an easy 2-3 X from here in 1-3 years. I would initiate a little position but put limit orders at [---] and maybe further down https://x.com/hiteshkar/status/1936108587706732860 @Flipper13 Depends on your time horizon. I think its an easy 2-3 X from here in 1-3 years. I would initiate a little position but put limit orders at [---] and maybe further down" [X Link](https://x.com/hiteshkar/status/1937992643423650210) 2025-06-25T21:53Z [---] followers, [---] engagements "Batteries are pumping. The market is realizing that for the US to build energy supply quickly it needs to consume a lot of grid scale Batteries ASAP. No matter the chemistry. Lets get the GwH in $FLNC $QS $EOSE $SLDP $AMPX Gave you $FLNC at $4.5-$4.8 now at $6.5 https://x.com/hiteshkar/status/1930013859227578828 https://x.com/hiteshkar/status/1930013859227578828" [X Link](https://x.com/hiteshkar/status/1938281252362326464) 2025-06-26T17:00Z [---] followers, [----] engagements "@8888TLD CORZ does not have 900M in cash. In the last earnings call they reported cash of" [X Link](https://x.com/hiteshkar/status/1938541631785009298) 2025-06-27T10:15Z [---] followers, [---] engagements "@StockLuv1 @pennycheck @ZaStocks You brought it to my radar. Quickly researched and found it to be interesting and did a DD on it. Thanks" [X Link](https://x.com/hiteshkar/status/1938597332041318716) 2025-06-27T13:56Z [---] followers, [--] engagements "@LogicalThesis I am sitting on PSNL shares that I acquired around [--]. Almost the same as what TEM acquired them for. What I shared is this DD and based on this I am buying some for the long haul" [X Link](https://x.com/hiteshkar/status/1938622906717638869) 2025-06-27T15:38Z [---] followers, [--] engagements "@AlexStr90246915 @grok can you write a sentence or two about each of the tickets mentioned . Also mention their market caps" [X Link](https://x.com/hiteshkar/status/1939575014849704285) 2025-06-30T06:41Z [---] followers, [--] engagements "@StockLuv1 whats your thesis on $SGHC" [X Link](https://x.com/hiteshkar/status/1939997084544811459) 2025-07-01T10:38Z [---] followers, [--] engagements "@StockLuv1 What do you think about $GAMB Also interesting to me in this industry" [X Link](https://x.com/hiteshkar/status/1940005545810743640) 2025-07-01T11:12Z [---] followers, [--] engagements "$LAZR The initial research doesn't get me excited to do a deep dive for the following reasons. - Company is bleeding cash. They gotta dilute their shareholders further or raise money somehow. I dont want to be around for that event. - Operating margin is insanely negative. - I am betting on Elon that LIDAR's are not necessary for autonomous cars. If they were selling for Drones Humanoids and other types of robots I would have considered it. - They said they gonna 5X their production in [----]. This clearly did not happen. Check out their investor day presentation. I hate it when the company's" [X Link](https://x.com/hiteshkar/status/1940336011986206929) 2025-07-02T09:05Z [---] followers, [---] engagements "@chamath Obvioulsy just solar is not enough. Solar+Wind+batteries is the fastest combo. Even if. you are not a believer in green. This is the fastest and cheapest combo. A month ago I shared my thesis on $FLNC. Up already 60-70% but it is still undervalued. 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" [X Link](https://x.com/hiteshkar/status/1940453921828528335) 2025-07-02T16:54Z [---] followers, [----] engagements "Another big day for $FLNC . I didnt expect the thesis to play out so fast. 100% up in a month" [X Link](https://x.com/hiteshkar/status/1940810083224674411) 2025-07-03T16:29Z [---] followers, [---] engagements "@Nietschecapital What are your favourite names right now" [X Link](https://x.com/hiteshkar/status/1940835122842161303) 2025-07-03T18:08Z [---] followers, [--] engagements "@mvcinvesting $FLNC and $ABCL" [X Link](https://x.com/hiteshkar/status/1940875720517210516) 2025-07-03T20:50Z [---] followers, [----] engagements "@elonmusk This was my exact thesis for investing in $FLNC. Said this a month back. 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 stock with $4.5B backlog 50% revenue growth & China-proof supply chain. Its Energy Bidder software alone could exceed its $809M market" [X Link](https://x.com/hiteshkar/status/1941964791389511989) 2025-07-06T20:57Z [---] followers, [---] engagements "@Highonstocks_ $EOSE technically has an amazing chart. Great price action. However on the fundamental side I still like FLNC much better. I have market a few things from EOSE's slide that might be misleading" [X Link](https://x.com/hiteshkar/status/1941984219074331125) 2025-07-06T22:14Z [---] followers, [----] engagements "@supernova17 @chamath @ZaStocks @LimitingThe No need to do that. I know it will entrench itself again in the best quadrant" [X Link](https://x.com/hiteshkar/status/1942247773316829242) 2025-07-07T15:42Z [---] followers, [--] engagements "@Nietschecapital I am hoping to get in at [---]. But Earlier I meant to ask what technical advantage does TMDX have and what unintuitive insights about their tech is the market still not appreciating yet" [X Link](https://x.com/hiteshkar/status/1942636422667854216) 2025-07-08T17:26Z [---] followers, [--] engagements "@SelectTrader @supernova17 @chamath @ZaStocks @LimitingThe You are absolutely right. The total number of diluted shares are almost double. This does increase the potential release of double the amount of outstanding shares. Great work. @SelectTrader" [X Link](https://x.com/hiteshkar/status/1942640103886631199) 2025-07-08T17:41Z [---] followers, [--] engagements "$AES has a lot of renewable plants in their portfolio which will be worth a lot less than before the bill was passed. I wonder if AES is thinking about this move to stay above the water or are there more strategies in play They are the biggest shareholders of FLNC. I hope the deal gets done in private at a much better valuation than it is currently selling. Lets see what happens. This is a big catalyst. Can make or break" [X Link](https://x.com/hiteshkar/status/1942733035880763576) 2025-07-08T23:50Z [---] 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](https://x.com/hiteshkar/status/1943057885430452448) 2025-07-09T21:21Z [---] followers, [---] engagements "@pennycheck Was my exact analysis when asked about doing a deep dive on $LAZR https://x.com/hiteshkar/status/1940336011986206929 @Bk471841 $LAZR The initial research doesn't get me excited to do a deep dive for the following reasons. - Company is bleeding cash. They gotta dilute their shareholders further or raise money somehow. I dont want to be around for that event. - Operating margin is insanely negative. https://t.co/WHmzUKBJJV https://x.com/hiteshkar/status/1940336011986206929 @Bk471841 $LAZR The initial research doesn't get me excited to do a deep dive for the following reasons. -" [X Link](https://x.com/hiteshkar/status/1943078401318789153) 2025-07-09T22:42Z [---] followers, [---] engagements "@RyshabTalks I love CRMD. The only reason I can find why the market is not yet appreciating or rewarding them is because of the dilution . But the growth is explosive and a great reason for adoption" [X Link](https://x.com/hiteshkar/status/1944049514895356004) 2025-07-12T15:01Z [---] followers, [---] engagements "@RealYuvaraj @RyshabTalks Do you anything about the sales cycle Ofcourse when entire hospitals are involed it could move slow" [X Link](https://x.com/hiteshkar/status/1944175971453550652) 2025-07-12T23:24Z [---] followers, [--] engagements "@MicronTech @intel #MRDIMM is not exactly your technology. Its been stolen by Google SK Hynix and MU. You even lost the court case even the repeal" [X Link](https://x.com/hiteshkar/status/1944806860701254023) 2025-07-14T17:11Z [---] followers, [--] engagements "@SixSigmaCapital Whats your thesis on STNE AND PAGS I like financial balance sheet on PAGS but help me understand the thesis" [X Link](https://x.com/hiteshkar/status/1945091499135525339) 2025-07-15T12:02Z [---] followers, [---] engagements "$FLNC this is great news. Battery stocks should get further boost to this $GS Goldman Sachs says it expects the recently enacted OBBBA will have limited impacts on renewable power developments until [----] $GS Goldman Sachs says it expects the recently enacted OBBBA will have limited impacts on renewable power developments until 2030" [X Link](https://x.com/hiteshkar/status/1945206015936348568) 2025-07-15T19:37Z [---] followers, [---] engagements "@Exclamotite69 Could you list your thesis for all of them. I found you because I love CRMD and this could be a banger" [X Link](https://x.com/hiteshkar/status/1945553898028028143) 2025-07-16T18:39Z [---] followers, [---] engagements "$PSNL I picked up some more at $6.3. Dollar cost average upwards. They have so much distribution via $TEM. Here is my thesis. https://x.com/hiteshkar/status/1882225597482774862 $PSNL's NeXT Personal platform detects cancer recurrence 6-11 months earlier than standard imaging in cancer patients. This early detection capability is crucial. $TEM invested $47M for a 19.3% stake with add. buys at $5.07. $35M in equity and up to $12M in milestone payments https://t.co/ETBTJV4FOn https://x.com/hiteshkar/status/1882225597482774862 $PSNL's NeXT Personal platform detects cancer recurrence 6-11 months" [X Link](https://x.com/hiteshkar/status/1945579251840815168) 2025-07-16T20:20Z [---] followers, [---] engagements "@Exclamotite69 Sweet thanks. Since you seem like a biotech investor I am very excited with $PSNL and $ABCL. What do you think of them. Yes I know they dont have banger revenues or banger ROCE but what do you think about the tech" [X Link](https://x.com/hiteshkar/status/1945580993466822691) 2025-07-16T20:27Z [---] followers, [---] engagements "@victor_privin @victor_privin Where did you get the number of 70% with domestic content In the last or q1 earnigns call CEO said what they do is mix cells to what is required by the policy and get to 40-50% to maximize the tax benefits" [X Link](https://x.com/hiteshkar/status/1945784016063328383) 2025-07-17T09:53Z [---] followers, [--] engagements "Problem: The AI inference explosion is smashing into a "memory wall" where GPUs starve for data despite soaring compute power. - Memory bandwidth grows just 1.4-1.6x every [--] years vs computes exponential leaps. - HBM costs 5x DDR5 ($10-20/GB) making GPUs unaffordable to scale" [X Link](https://x.com/hiteshkar/status/1946233070434054595) 2025-07-18T15:38Z [---] followers, [---] engagements "$NLST 256-core CPUs stalls while waiting for memory The solution: MRDIMMs a new memory tech that doubles bandwidth WITHOUT costly upgrades Acts like [--] channels in [--] stick (40% speed boost) 1/5 the cost of HBM Intel/AMD [----] going full production in H2 2025" [X Link](https://x.com/hiteshkar/status/1946233072833208677) 2025-07-18T15:38Z [---] followers, [---] engagements "CEO Chuck Hong explains why MRDIMMs are important. "MRDIMM is highest performance memory and expect it to become 10-20% of overall server memory in the next couple of years"" [X Link](https://x.com/hiteshkar/status/1946233087349645738) 2025-07-18T15:38Z [---] followers, [---] engagements "$NLST seems forgotten by retailers. There could be a catalyst on the horizon on [--] July as Judge Hse decides whether Samsung's appeal is valid" [X Link](https://x.com/hiteshkar/status/1946233090424103264) 2025-07-18T15:38Z [---] followers, [---] engagements "$NLST Risks: This is binary. Cash reserves critical dilution likely Final court rulings still 12-18 months out 50-90% downside if patents fail or 15-30X upside" [X Link](https://x.com/hiteshkar/status/1946233093670551725) 2025-07-18T15:38Z [---] followers, [---] engagements "3 days old SEC filing reveals a [--] Sep [----] shareholder vote on allowing up to 50% dilution if approved. So please don't market buy. Stagger buy ONLY" [X Link](https://x.com/hiteshkar/status/1946233096782684500) 2025-07-18T15:38Z [---] followers, [---] engagements "We are Less than a year away from a CAFC decision regarding the '463 litigation and the [--] companion patents for DDR4 DDR5 and HBM. $NLST CEO Hong said this on March 27th 2025" [X Link](https://x.com/hiteshkar/status/1946233099798409696) 2025-07-18T15:38Z [---] followers, [---] engagements "$NLST AI's trillion-dollar war isn't GPUsit's FEEDING them efficiently. MRDIMMs = picks and shovels. CEO's $3M bet = conviction. CAFC [----] = hawk watch" [X Link](https://x.com/hiteshkar/status/1946233102491132412) 2025-07-18T15:38Z [---] followers, [---] engagements "@dylan522p What do you think about MRDIMM's and $NLST" [X Link](https://x.com/hiteshkar/status/1946234875515715846) 2025-07-18T15:45Z [---] followers, [---] engagements "@SKundojjala Why doesn't anyone give credit to $NLST Their patents are very important for MRDIMM's coming to market by these big dawwgs https://x.com/hiteshkar/status/1946233068043292943 $NLST CEO just bet $3M (30-50% of his net worth) on this tiny memory stock. His company is 3-0 against Samsung & $MU in court battles over critical DIMM patents $180M market cap ($300M Fully diluted incl warrants) AI GPUs sit IDLE 60% of the time in Metas data centers https://t.co/kFKpXoRdr1 https://x.com/hiteshkar/status/1946233068043292943 $NLST CEO just bet $3M (30-50% of his net worth) on this tiny memory" [X Link](https://x.com/hiteshkar/status/1946246737284276465) 2025-07-18T16:32Z [---] followers, [--] engagements "@insane_analyst Your post on MRDIMM got me into researching further into $NLST. What do you think about the thesis https://x.com/hiteshkar/status/1946233068043292943 $NLST CEO just bet $3M (30-50% of his net worth) on this tiny memory stock. His company is 3-0 against Samsung & $MU in court battles over critical DIMM patents $180M market cap ($300M Fully diluted incl warrants) AI GPUs sit IDLE 60% of the time in Metas data centers https://t.co/kFKpXoRdr1 https://x.com/hiteshkar/status/1946233068043292943 $NLST CEO just bet $3M (30-50% of his net worth) on this tiny memory stock. His company" [X Link](https://x.com/hiteshkar/status/1946247200264036758) 2025-07-18T16:34Z [---] followers, [--] engagements "$AWE was a hidden gem that got scooped up by $QCOM for cheap. I gave it to you at [----] which doubled swiftly after Qualcomm acquired it. Qualcom's gonna tape out their AI data centre power efficient chips much faster with AWE's chiplets. https://x.com/hiteshkar/status/1875242035067658378 $AWE (700M Market Cap ) has the potential to be the next ARM. Its a chip design IP (SerDes IP) company that designs optimized blocks for interconnectivity especially inside Datacentres for inference The only competitors are $AVGO (1T) and $MRVL (100B). Still they AWE has key https://t.co/V0isBWd1Eg" [X Link](https://x.com/hiteshkar/status/1946278687722102926) 2025-07-18T18:39Z [---] followers, [---] engagements "@RyshabTalks $SEZL is nice. But technically only interesting to me at 108-110. So will be marking it" [X Link](https://x.com/hiteshkar/status/1946313227421315377) 2025-07-18T20:56Z [---] followers, [---] engagements "@MicroCapClub @Imperium1136 Kudos to you Imperium . Great pick. What are your other micro caps that you feel positive about" [X Link](https://x.com/hiteshkar/status/1946521267772837955) 2025-07-19T10:43Z [---] followers, [---] engagements "@victor_privin @victor_privin Whats your expectation on the softare business of FLNC in the long run. Lets say in 3-5 years. Whats the ARR you expect from the 145M in [----] 300M 500M or how are you thinking about it" [X Link](https://x.com/hiteshkar/status/1946851934079447344) 2025-07-20T08:37Z [---] followers, [--] engagements "@Imperium1136 @MicroCapClub $QURE has no revenues. I would probably not touch it. $ECOR seems interesting due to growing revenues but I no like [--] times dilution in just [--] years" [X Link](https://x.com/hiteshkar/status/1946852616064962672) 2025-07-20T08:40Z [---] followers, [---] engagements "@elonmusk @StuartZuckerma1 @WholeMarsBlog How does the AI team deal with regressions This is such a headache" [X Link](https://x.com/hiteshkar/status/1947081986729705882) 2025-07-20T23:51Z [---] followers, [--] engagements "@jinacapital So what about writing your insights or conviction on these names Just a couple of insights on each that you think that the market is not yet appreciating would be awesome" [X Link](https://x.com/hiteshkar/status/1947087055621587320) 2025-07-21T00:11Z [---] followers, [---] engagements "Here are some of my thesis and I am positioning for that. Market doesn't seem to appreciate it yet. Most ideas are AI data centre efficiency related - MRDIMM's are going to get way bigger $NLST $RMBS - Batteries will be build frantically next to AI data centres to manage power demands. $FLNC - Gallium Nitride (GaN) Technology is going to get super important in power electronics. $AEHR $NCTS - Liquid Cooling tech is no longer optional. Its gotta come online fast. Writing you a DM. Lets catch up and exchange ideas" [X Link](https://x.com/hiteshkar/status/1947260820473172381) 2025-07-21T11:42Z [---] followers, [---] engagements "$NLST is the most assymetric bet on MRDIMM's. Almost like a VC bet. 50-90% loss or 15-30X returns. I like these odds very much thank you. $NLST CEO just bet $3M (30-50% of his net worth) on this tiny memory stock. His company is 3-0 against Samsung & $MU in court battles over critical DIMM patents $180M market cap ($300M Fully diluted incl warrants) AI GPUs sit IDLE 60% of the time in Metas data centers https://t.co/kFKpXoRdr1 $NLST CEO just bet $3M (30-50% of his net worth) on this tiny memory stock. His company is 3-0 against Samsung & $MU in court battles over critical DIMM patents $180M" [X Link](https://x.com/hiteshkar/status/1947289132767551596) 2025-07-21T13:34Z [---] followers, [---] engagements "@Curly154278544 @ZaStocks I see. Makes sense. I like to combine technical with fundamentals. There are just so many technical setups. Why not take the ones that also have amazing fundamentals behind. This is my strategy" [X Link](https://x.com/hiteshkar/status/1947378868987564301) 2025-07-21T19:31Z [---] followers, [--] engagements "@RyshabTalks Killer Killer. [--] days for me to build my position on CRMD and TARS. SEZL me interested only at 80" [X Link](https://x.com/hiteshkar/status/1947774699267579943) 2025-07-22T21:44Z [---] followers, [--] engagements "@victor_privin We were right about $FLNC outperforming $EOSE afterall. Who would have thought ehh This is after @jimcramer gave us his blessing https://x.com/hiteshkar/status/1946678428335280131 "Yeah but $FLNC losing a lot of money. Its down 50%. Im going to have to take a pass on that name. Im very sorry" --- Jim Cramer He finally gave us his blessings. https://t.co/VbgawHVTB5 https://x.com/hiteshkar/status/1946678428335280131 "Yeah but $FLNC losing a lot of money. Its down 50%. Im going to have to take a pass on that name. Im very sorry" --- Jim Cramer He finally gave us his blessings." [X Link](https://x.com/hiteshkar/status/1947775203490029668) 2025-07-22T21:46Z [---] followers, [----] engagements "True True. But @victor_privin and I got in at the bottoms. And I don't mean performing better in the last [--] months. Yes I cherry picked. But have a look at the graphs I made here. EOSE has some good things and we need those batteries as well. Just unproven right now and has nowhere deployed close to what FLNC has already deployed. https://x.com/hiteshkar/status/1942236050165739789 https://x.com/hiteshkar/status/1942236050165739789" [X Link](https://x.com/hiteshkar/status/1947777271105736723) 2025-07-22T21:54Z [---] followers, [---] engagements "Technical chart $EOSE looks great I would trade it on the hot theme for sure however long term there are [--] fundamental issues with it. [--]. Fully diluted market cap is actually double the outstanding shares you see on Yahoo finance. [--]. Serving Longer duration is not a flex. 3-12 hour discharge means slow power discharge rates. Most of the profits in the industry is captured within [--] hours. If you have high penetration with renewable energy then maybe [--] hours captures all the profits. [--]. $EOSE has simply not deployed much GWh yet. It is simply unproven tech at this point" [X Link](https://x.com/hiteshkar/status/1947780221983154598) 2025-07-22T22:06Z [---] followers, [---] engagements "I fact checked your thesis on $ADTN and all mostly came out to be true. Great job. This requires a deep dive from me The only minor point of clarification is that the European regulatory shift has been a multi-year process rather than a single recent event but this doesn't undermine the core thesis" [X Link](https://x.com/hiteshkar/status/1947804403433365862) 2025-07-22T23:42Z [---] followers, [--] engagements "I initiated most of my positions at $NLST at [-----]. There is going to be a big catalyst in a week's time where Judge Hse decides whether Samsung's repeal of the decision based on Jury misconduct upholds or not. In the meantime here is also a cheatsheet of the appeals" [X Link](https://x.com/hiteshkar/status/1948329530625544421) 2025-07-24T10:28Z [---] followers, [---] engagements "$NLST Netlist filed their Reply in the CAFC appeal of claim 16/912 patent. Netlist has requested Director review and is preparing an appeal to the Federal Circuit. "The Boards earlier decisions in the decade-long reexaminations of the [---] patent foreclose that ruling. There the PTO upheld what is now limitation 16e by construing it to require sending a command to only one DDR memory device at a time when there is a plurality of memory devices in a rank. Appx10561 (emphasis altered). Netlist acquiesced to that now-binding construction. .31-32. Under it Ellsberry undisputedly does not teach" [X Link](https://x.com/hiteshkar/status/1948733460350124308) 2025-07-25T13:13Z [---] followers, [----] engagements "@ShvZFR They do accept WeChat though in berlin. Haha" [X Link](https://x.com/hiteshkar/status/1949037527291375856) 2025-07-26T09:22Z [---] followers, [--] engagements "@RyshabTalks How did you decide the quality again You put CRMD SEZL etc. higher on quality than HIMS Many people would put it differently" [X Link](https://x.com/hiteshkar/status/1949369064943476797) 2025-07-27T07:19Z [---] followers, [---] engagements "@sunxliao @grok Can you fact check this statement. Did this account really post about $OSCR when it was at $1 and $SBET at $10" [X Link](https://x.com/hiteshkar/status/1949370488637067579) 2025-07-27T07:25Z [---] followers, [---] engagements "@insane_analyst You are the smartest Semi analyst I know. You put me on the Rabbit hole of MRDIMM. What do you think about $NLST and their patents holding up Grok puts the chances at 80%. Here is my thesis. https://x.com/hiteshkar/status/1946233068043292943 $NLST CEO just bet $3M (30-50% of his net worth) on this tiny memory stock. His company is 3-0 against Samsung & $MU in court battles over critical DIMM patents $180M market cap ($300M Fully diluted incl warrants) AI GPUs sit IDLE 60% of the time in Metas data centers https://t.co/kFKpXoRdr1" [X Link](https://x.com/hiteshkar/status/1949777158332710913) 2025-07-28T10:21Z [---] followers, [--] engagements "@SelectTrader This graph is a big tell. EOSE has simply not shipped much GWh vs. $FLNC https://x.com/hiteshkar/status/1942236050165739789 I plotted $FLNC against many other battery stocks with simple pure first principles. First graph is Total deployed GWh vs marketcap. Second graph is Total revenues vs market cap. Fluence literally parks itself in the best quadrant. @chamath @ZaStocks @LimitingThe https://t.co/6YErFRKsLW https://x.com/hiteshkar/status/1942236050165739789 I plotted $FLNC against many other battery stocks with simple pure first principles. First graph is Total deployed GWh vs" [X Link](https://x.com/hiteshkar/status/1949924265056464991) 2025-07-28T20:05Z [---] followers, [---] engagements "$NLST Netlist's Key U.S. Patents (Top 10): @dylan522p @SKundojjala US [-------] Foundational rank-multiplication tech for DDR4 LRDIMM (court-validated). US [-------] Critical RDIMM handshake protocol (enforced against Samsung). US [--------] Buffered memory IP central to ongoing litigation. US [--------] Secured $445M award in Micron verdict. US [--------] Supported $118M damages ruling vs. Samsung. US [-------] Distributed buffering core to HyperCloud. US [-------] Resilient self-test system (PTAB-validated). US [-------] Companion IP for memory reliability enhancement. US [--------] Advanced distributed data" [X Link](https://x.com/hiteshkar/status/1950542077588050324) 2025-07-30T13:00Z [---] followers, [---] engagements "@victor_privin @grok why is $FLNC winning against $Tsla in Australian grid market. Why did AGL not pick Tesla for its battery needs" [X Link](https://x.com/hiteshkar/status/1950796238011461877) 2025-07-31T05:50Z [---] followers, [---] engagements "@grok Apart from previous contracts compatibility can you explain why is $FLNC winning agaings $TSLA in australia and other markets Why are they generating so much software recurring business and not Tesla autogrid Use the info from the quoted tweet ⚡ Breaking: Fluence ( $FLNC ) and AGL just signed a deal today to build one of Australias biggest electricity batteries 💬 📍 Location: near Newcastle New South Wales 🔋 Battery size: [----] megawatthours of storage and [---] megawatts of power enough to supply about https://t.co/vsMSrajKOQ ⚡ Breaking: Fluence ( $FLNC ) and AGL just signed a deal" [X Link](https://x.com/hiteshkar/status/1950927173583257608) 2025-07-31T14:30Z [---] followers, [---] engagements "@Nietschecapital Whats your method on finding these narratives Reddit or TwitteR" [X Link](https://x.com/hiteshkar/status/1951578126896509423) 2025-08-02T09:37Z [---] followers, [--] engagements "In Q2 [----] Synopsys $SNPS raised 10B in bonds (15% of it's entire market cap at the time) to double down on AI and HPC opportunity. And the market rewarded it and the stock soared by 50% Even its competition Cadence $CDNS raised 2.5B last year. EDA is a duopoly business with 75% of the bussiness between SNPS and CDNS. When the "picks & shovels" companies go ALL IN on infrastructure one should really pay attention" [X Link](https://x.com/hiteshkar/status/1951938798423613731) 2025-08-03T09:30Z [---] followers, [---] engagements "@100baggerhunt @DudeSchedule Yep. My process is to click on the HTML version of 10-K or 10-Q and then use the Horsy sidepanel to ask questions. We have worked very hard to reduce the hallucinations. It is still a workflow with learning curve. We will be making this more intuitive for the financial flows" [X Link](https://x.com/hiteshkar/status/1952018782626697550) 2025-08-03T14:48Z [---] followers, [--] engagements "@SemiAnalysis_ @lexfridman Connecting these to large Utility grade batteries $FLNC or Gas turbine $PSIX with $FTEK's cleaner tech is also a great solution 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 stock with $4.5B backlog 50% revenue growth & China-proof supply" [X Link](https://x.com/hiteshkar/status/1952025171646181621) 2025-08-03T15:14Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@hiteshkar HK
HK posts on X about $flnc, $te, solar, ai 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 stocks technology brands countries cryptocurrencies automotive brands social networks celebrities currencies financial services
Social topic influence $flnc #27, $te #40, solar #2521, ai, market cap, $eose #143, stocks, market, in the, $nlst
Top accounts mentioned or mentioned by @chamath @zastocks @jrouldz @spacanpanman @victorprivin @accountingds @pennycheck @grok @yeahdrdave @rjccapital @deepvaluebagger @ryshabtalks @xtradertrader @pjdahmer5 @semianalysis @singularityres @nietschecapital @vinaiodds @stocktalkweekly @logicalthesis
Top assets mentioned Fluence Energy, Inc. (FLNC) Eos Energy Enterprises, Inc. (EOSE) Tesla, Inc. (TSLA) First Solar, Inc. (FSLR) Broadcom, Inc. (AVGO) Marvell Technology Inc (MRVL) Micron Technology, Inc. (MU) DigitalOcean Holdings, Inc. (DOCN) Bloom Energy Corporation (BE) Vicor Corp (VICR) Alphabet Inc Class A (GOOGL) Sunrun Inc (RUN) Tempus AI, Inc. (TEM) NVIDIA Corp. (NVDA) Enphase Energy Inc (ENPH) Ameresco, Inc. (AMRC) QuantumScape Corporation (QS) Synopsys, Inc. (SNPS) AppLovin Corporation (APP) GitLab Inc. (GTLB) Monolithic Power Systems, Inc. (MPWR) TAC Protocol (TAC) Symbotic Inc. Class A Common Stock (SYM) Goldman Sachs (GS)
Top Social Posts
Top posts by engagements in the last [--] hours
"4/8: A stalled CPI core coupled with an expected rent slowdown indicates the Fed may be nearing the end of rate hikes. Powell's awakening may have created a once-in-a-lifetime sweet spot. #ratehikes #policy"
X Link 2023-06-18T22:47Z [---] followers, [--] engagements
"5/8: Surprisingly the economy has held up better than expected thanks to a post-pandemic return to normalcy. The market's resiliency defies bearish historical models. #economy #BullMarket"
X Link 2023-06-18T22:47Z [---] followers, [--] engagements
"2/7 A week ago Powell said rents were 1/3-1/2 of core CPI. Today he expects rents to come down significantly. That's huge 🏢💰"
X Link 2023-06-21T21:55Z [---] followers, [--] engagements
"3/7 Combining both statements Powell shows his cards. He expects core CPI measure to drop significantly skipping rate hikes this meeting. Inflation is declining 📉💸"
X Link 2023-06-21T21:55Z [---] followers, [--] engagements
"A move like this suggests that the war may be closer to ending. If that's the case supply constraints could ease leading to a drop in oil and grain prices. This could result in disinflation or even deflation taking hold. #MarketAnalysis #InflationTrends"
X Link 2023-06-26T12:05Z [--] followers, [--] engagements
"In response to such developments the Federal Reserve might need to aggressively lower interest rates possibly more than previously anticipated. Powell has hinted at the potential for significant drops in CPI core. #FederalReserve #MonetaryPolicy"
X Link 2023-06-26T12:05Z [---] followers, [--] engagements
"An end to the war could further reinforce the disinflationary or deflationary forces at play. This scenario seems highly likely and it would necessitate a substantial drop in interest rates. Not to mention how AI is already reducing costs #WarImpact #MarketOutlook"
X Link 2023-06-26T12:05Z [---] followers, [--] engagements
"2. Googles leaked memo reiterated how open source can have significant impact and that they have NO MOAT"
X Link 2023-06-26T19:15Z [---] followers, [--] engagements
"3. DALL-E initially pioneered the text-to-image model field but the subsequent releases of Stability AI's Stable Diffusion spurred development of numerous similar toolkits"
X Link 2023-06-26T19:17Z [---] followers, [--] engagements
"0.2 core and [---] topline. Fed has to stop these hikes to avoid deflation"
X Link 2023-08-10T12:34Z [--] followers, [--] engagements
"1/ France and Germany are in disagreement over EU's energy market reforms with a focus on nuclear energy's role in the green transition. Whats the beef why are they unhappy A tale of EU internal disagreement unfolds. #EU #Energy"
X Link 2023-10-19T10:05Z [---] followers, [--] engagements
"3/ 🌿 The crux of the discord: labeling nuclear energy as 'green'. Germany and France "agree to disagree" on this pivotal move by the EU. The stakes High The timeline Critical #GreenEnergy #green"
X Link 2023-10-19T10:05Z [---] followers, [--] engagements
"4/ 💡 Amidst a backdrop of bilateral talks in Hamburg France pushes to regain control over electricity pricing. It wants long-term contract mechanisms for existing nuclear power plants. Germany on the other hand does not want to subsidize Nuclear power plants. #EnergyDebate"
X Link 2023-10-19T10:05Z [---] followers, [--] engagements
"5/ As the clock ticks the urgency escalates. The end of October looms marking a critical junction for both nations to resolve their nuclear narrative. The EU's green agenda hangs in the balance. #TickTock"
X Link 2023-10-19T10:05Z [---] followers, [--] engagements
"6/ 🔄 This dialogue mirrors a broader EU struggle: aligning energy transition goals with energy security & pricing. The France-Germany talks are but a chapter in a larger European energy saga. #EU #EnergyChallenges"
X Link 2023-10-19T10:05Z [--] followers, [--] engagements
"7/ 🌐 Alas On [--] Oct the two nations struck a DEAL. France can continue to subsidize its older nuclear power plants #EU #EnergyPolicy"
X Link 2023-10-19T10:05Z [---] followers, [--] engagements
"8/ With the new electricity market design consumers in particular will benefit from the cheap production costs of non-fossil fuel energies in Europe #France #Germany"
X Link 2023-10-19T10:05Z [---] followers, [--] engagements
"1/ 🚗💨 GRAB's Wild Ride: "Uber of Asia" debuts and the stock. slides down faster than my motivation on a Monday. But there's a story (and math) behind the memes. Lets dive into Singapore's tech turmoil one number at a time. 🧵🎢"
X Link 2023-10-20T15:01Z [---] followers, [--] engagements
"2/ 🎉 Shangri-La Singapore was LIT Grab's stock debut was set to be a $40 billion fiesta. But then the music stopped and someone stepped on the confetti"
X Link 2023-10-20T15:01Z [---] followers, [--] engagements
"3/ 💰 Big names like SoftBank BlackRock and Morgan Stanley threw their coins into the Grab fountain. That's a lot of wishes for one well"
X Link 2023-10-20T15:01Z [---] followers, [--] engagements
"4/ 📉 Their palindrome debut was all "lucky vibes" but by day's end the stock nosedived 21%. Currently A staggering 70% drop That's a bigger fall than my failed souffl attempt"
X Link 2023-10-20T15:01Z [---] followers, [--] engagements
"5/ 🏙 Singapore's Big Tech Vision: With projects like Block71 aiming for Silicon Valley vibes. But the vibe check More like a Silicon Alley with a few bumps"
X Link 2023-10-20T15:01Z [---] followers, [--] engagements
"6/ 🎮 Sea and Razer Singapore's other tech darlings faced hiccups too. Sea's shares Down almost 90%. Razer Went private. It's like a tech game of musical chairs"
X Link 2023-10-20T15:01Z [---] followers, [--] engagements
"9/ 🔄 Theres still some juice left. Grab's got [--] million monthly users and revenues of $1.4 billion. Singapores digital economy A cool $77 billion or 17.3% of its GDP. So not all doom and gloom"
X Link 2023-10-20T15:01Z [--] followers, [--] engagements
"10/ 🔍 Chips food tech and a $16.5 billion investment in semiconductors Singapore's cooking up some serious innovations. Fingers crossed theyve got a good recipe this time"
X Link 2023-10-20T15:01Z [---] followers, [--] engagements
"11/ 🚀 In conclusion with all these wild numbers and rides Grab & Singapore's tech scene is like a season finale of a drama series. Stay tuned for the next episode #TechTales #GrabbingLaughs 🌐🤣"
X Link 2023-10-20T15:01Z [---] followers, [--] engagements
"Bonds are not going to move up immediately. My thinking is that a policy reversal from the Fed is imminent where they may increase short-term interest rates amid a robust economy. This action could stimulate the Gross Domestic Product (GDP) further leading to higher yields and a decline in TLT (iShares 20+ Year Treasury Bond ETF). Following this it's likely that the Fed would halt Quantitative Tightening (QT) which would be favorable for bonds but only post this action. There might be a perception in the market that a reduction in rates would lead to an immediate cessation of QT but the Fed"
X Link 2023-10-23T21:39Z [--] followers, [----] engagements
"IDO's offer early public access to seed innovative concepts. All launchpad's ROI has dipped this chart offers a relative measure of performance over time. Judge a launchpad by the ATH returns of its projects"
X Link 2023-11-06T15:28Z [---] followers, [--] engagements
"Dao Maker and Seedify might be too highly-priced but there are other launchpads in the list that could be worth a look"
X Link 2023-11-06T15:28Z [---] followers, [--] engagements
"A core difference between IEOs and IDOs is that an exchange's permission is not required to conduct an IDO. However IEO's have had much better all-time returns. In fact DaoMaker is the only launchpad that is able to rank amongst the exchanges already valued at 183M"
X Link 2023-11-06T15:28Z [--] followers, [--] engagements
"1/ IMF predicts a soft landing for Europe after all. Growth is expected at 1.3% in [----] and 1.5% in [----]. But getting inflation back to normal could take years After the lost decade of European growth at least somebody is a little heartened for Europe albeit only slightly"
X Link 2023-11-13T10:59Z [---] followers, [--] engagements
"2/ Foreign investment is flowing out of China NOT IN indicating companies are diversifying supply chains. This is the first contraction in foreign direct investment since records began in 1998"
X Link 2023-11-13T10:59Z [---] followers, [--] engagements
"But it was not until [----] that significant foreign investment began flowing in. That year the government decided to take an active role in attracting investors for Israeli founders. They launched the Yozma initiative which sparked major VC investment growth in the country"
X Link 2023-11-14T14:15Z [--] followers, [--] engagements
"The program was based on a US$100 million government-owned VC fund oriented to two functions: first fund of funds- investment in [--] private VC funds and second direct investment into start-ups"
X Link 2023-11-14T14:15Z [--] followers, [--] engagements
"This was accompanied by equity guarantees for foreign investors programs to link Israeli firms with foreign business angels and exits of Israeli venture firms on foreign stock exchanges This resulted in [--] fold increase in VC investment from $58M to $3.3B [----] till 1999"
X Link 2023-11-14T14:16Z [--] followers, [--] engagements
"The number of companies in these funds 8X from [---] to [---] startups. By [----] Israel ranked second only to the US in invested private-equity capital as a share of GDP"
X Link 2023-11-14T14:16Z [--] followers, [--] engagements
"3 most important slides from #NVDA earnings 1/3 $1 Trillion Long-Term Annual Market Opportunity is sized up in [--] big opportunities a. Autonomous Machines 300B b. Data Center 300B c. Omniverse (Metaverse) 150B d. AI Cloud Infrastructure 150B e. Gaming 100B"
X Link 2023-11-21T21:50Z [---] followers, [---] engagements
"@rowancheung One of the most useful thing GROK can offer is to be able to extract insights from twitter threads on obscure things fast and real time. There are so much alpha and valuable knowledge in X just always difficult to uncover"
X Link 2023-11-24T10:45Z [---] followers, [----] engagements
"A thread on Decentralized AI projects under a 100M fully diluted market cap I explore unique and interesting AI projects within the realm of decentralization The AI narrative has gained momentum and will continue to be influential. Let's dive in #AI #aicrypto #DecentralizedAI"
X Link 2023-11-24T16:05Z [---] followers, [--] engagements
"DISCLOSURE: This is not financial advice. This is meant to inspire people to think about new ideas that combine web3 and AI"
X Link 2023-11-24T16:05Z [---] followers, [--] engagements
"Altered State Machine $ASTO @altstatemachine Market Cap (FDV) 84M You can build AI-powered avatars called Agents and can be owned and traded as NFTs. They have a unique Brain (DNA) and can be trained via machine learning in Gyms"
X Link 2023-11-24T16:05Z [---] followers, [---] engagements
"Botto $BOTTO @bottoproject Market Cap (FDV) 37M Botto is a decentralized autonomous artist (DAO) that creates generative art. It is governed by the BottoDAO community The community votes on a new theme/style for Botto's art generation"
X Link 2023-11-24T16:05Z [---] followers, [---] engagements
"IMGNAI $IMGNAI @imgn_ai Market Cap (FDV) 48M The uncensored mid-journey. You can create images with reduced policies"
X Link 2023-11-24T16:05Z [---] followers, [---] engagements
"Oraichain (AI Oracle ) $ORAI @oraichain Market Cap (FDV) 66M It is "Graph" ( 1.6B ) GRT + Chainlink for AI Layer [--] blockchain focused on AI and oracles. It aims to provide trustworthy proofs for AI and enable secure integration with web3"
X Link 2023-11-24T16:05Z [---] followers, [---] engagements
"@funkymellowship @chamath At this point if you don't trust Google you might as well live in the forests alone"
X Link 2023-12-06T22:40Z [---] followers, [--] engagements
"The market anticipates Federal Reserve rate cuts but persistent inflation and potential geopolitical risks involving oil and Taiwan could upset these expectations and lead to market volatility. Nobody is paying attention to the Taiwanese election this weekend"
X Link 2024-01-12T02:18Z [---] followers, [--] engagements
"Serious risk building in the short term for ALL markets. China's threatened that if the current party who is leading in the polls wins it risks war. If China moves on Taiwan the market can be down 5% that day and Tech stocks down 10%+ with further follow through risk days after"
X Link 2024-01-12T02:18Z [---] followers, [--] engagements
"@ThePeterMick Built a podcast search tool. Contains 75k videos. You can ask interesting questions and listen to your favourite podcasters answer your question http://Horsy.ai http://Horsy.ai"
X Link 2024-06-24T00:09Z [---] followers, [--] engagements
"I ran your question @altcap of "Calcium CT scan and why it should be a standard procedure for people above 35" on @horsyai to find out what other specialists like @PeterAttiaMD and @dhrupurohit are talking about it. Here is what I gathered from these conversations"
X Link 2024-07-12T01:30Z [---] followers, [--] engagements
""It's very good at Imaging calcium in the body but it's not very good at soft tissue.we use magnetic waves to look inside your body and it's very very good at soft tissue" -- Andew Lacy"
X Link 2024-07-12T01:30Z [---] followers, [--] engagements
""If the risk is somewhere between [--] to 20% of developing heart disease over the next [--] years in that case calcium score plays a role and can detect this early for you to course correct" -- Joseph C Wu (Director of Standford Cardiovascular Institute)"
X Link 2024-07-12T01:30Z [---] followers, [--] engagements
""With Calcium CT Scan you now can see with great illumination the arteries and you get a better sense of not just luminal narrowing but also the presence of soft plaque. If done correctly this is very reliable in heart risk prediction " -- Peter Attia MD"
X Link 2024-07-12T01:30Z [---] followers, [--] engagements
"@chamath "The financial performance of luxury brands just keeps going up and up.due to supply and demand dynamics." -- @KristinMugford at Ted audio Collective"
X Link 2024-07-24T21:06Z [---] followers, [--] engagements
"@chamath LVMH (Louis Vuitton Mot Hennessy) hit 500B market cap the first European company to hit that valuation in [----] when the rest of the markets were doing poorly. Covid struck Chinese consumers have a big role to play in that"
X Link 2024-07-24T21:09Z [---] followers, [--] engagements
"@Teslarati Elon's wealth skyrocketing like Dogecoin I wonder if aliens think he's Earth's overlord or something"
X Link 2024-09-09T23:18Z [---] followers, [--] engagements
"@burkov Agreed with most but dismissing chatbots is harsh. Ever tried turning off a human agent and on again 🤔"
X Link 2024-09-09T23:19Z [---] followers, [--] engagements
"@LewisHowes In the realm of quantum physics the observer effect shows that our perceptions can influence reality. Could manifesting be a form of self-observation that shapes our reality through focused intention"
X Link 2024-09-11T15:34Z [---] followers, [--] engagements
"@TedHZhang Why isn't $SKYT making the quantum list Helps produce quantum chips. Partnership with Google and QUBT. The only completely US owned fab. So also plays with the trade wars ahead This stock is actually almost positive net income legit business of 300M half its market cap"
X Link 2024-12-22T22:55Z [---] followers, [---] engagements
"Revenue of 1.23B and a guidance of 4B in [----] (Their entire market cap right now)"
X Link 2025-01-02T16:26Z [---] followers, [--] engagements
"ARR of 100M. This is great for a reliable revenue. The real operating leverage in the business will be felt once the software starts to contribute more and more to the service revenue. Thats when the business is going to turn very profitable"
X Link 2025-01-02T16:26Z [---] followers, [--] engagements
"Used Horsy to analyze the Earnings call quickly"
X Link 2025-01-02T16:27Z [---] followers, [---] engagements
"Great time for Battery small caps. Tesla Energy blew it out of the park. $EOSE $MVST $FLNC"
X Link 2025-01-02T16:42Z [---] followers, [---] engagements
"@ZaStocks $RUN is unfortunately bringing on debt much faster than its building equity. However return on equity jumped from 25% to 7% last quarter. Thats good"
X Link 2025-01-02T21:29Z [---] followers, [--] engagements
"@pakpakchicken I have now been researching for tens of hours on two amazing AI infrastructure names. They are small caps. One is at its absolute bottom and been building a base for 3-4 years. Another is breaking out but still has a long way to go. I will release my Full DD tomorrow"
X Link 2025-01-03T03:12Z [---] followers, [----] engagements
"Good bad and ugly of $NOTE +ives - On a clear trend to profitability - clear trend to +ve cash flow - No more increasing operating expense. This means increased operating leverage -ves -Not the best balance sheet -liabilities rising - Might have to do dilution soon to raise money"
X Link 2025-01-03T20:50Z [---] followers, [---] engagements
"Parent company Siemens is suing $FLNC . This is pending resolution so the valuation could be waiting for it. Lets keep observing it https://x.com/hiteshkar/status/1874854721938153580 $FLNC is flying under the radar. Its a pure play Batteries at grid scale. Joint venture between AES Corporation (Long exp in utility scale) and Siemens (global reach in power systems) Tesla Energy is showcasing how much growth Utility scale batteries have ahead of them. https://t.co/cI8nPVWjuO https://x.com/hiteshkar/status/1874854721938153580 $FLNC is flying under the radar. Its a pure play Batteries at grid"
X Link 2025-01-04T00:52Z [---] followers, [---] engagements
"Germany is sending strike drones to Ukraine as reported by Bild newspaper but these are not associated with the Australian company Electro Optic Systems (EOS) which is listed as EOS.ASX on the Australian stock exchange. Additionally EOS is sending its Slinger counter-drone systems to Ukraine but this is a separate initiative from the German aid"
X Link 2025-01-05T18:27Z [---] followers, [---] engagements
"Sehat Sutardja Family owns almost the same stake as a founder. He started $MRVL (100B) and is a competitor. Why would he acquire such a major stake in his Alphawave Semi Does he know something"
X Link 2025-01-06T16:30Z [---] followers, [---] engagements
"2/3 This is such a scary chart. Long term yields look like they are going to 8%. Woah US is having trouble getting the world to buy their treasuries"
X Link 2025-01-07T19:55Z [---] followers, [--] engagements
"3/3 DRAM and HBM memory prices falling. I know there is a lot of demand but it is not getting reflected in the pricing. @trendforce"
X Link 2025-01-07T19:55Z [---] followers, [--] engagements
"@ZaStocks Most importantly the macro air is tough. Any future cash flows and dreams in the air gets sucked out That's why gotta look for good balance sheets real revenue & cash flows and operating leverage"
X Link 2025-01-08T17:04Z [---] followers, [---] engagements
"I have had them in my radar as well. HEre is a little summary $SERV: Provides specialized facility and household services; the market may be overlooking its scalable subscription model positioning SERV to win with recurring revenue and high customer retention. $SYM: Develops AI-driven robotic systems for warehouse and supply chain optimization; investors might underappreciate its expanding partnerships while $SYMs proprietary software-hardware integration sets it apart. $ISRG: Pioneers robotic-assisted surgical platforms; many miss the growing range of procedures being approved and $ISRGs"
X Link 2025-01-08T17:11Z [---] followers, [---] engagements
"@johnwayne12591 So NVDA does a lot of hardware for networking. They are not providing Design IP which is a optimized EDA designed software IP that gets used again and again. his is where AWE shines. Although he did mention ALchip and GUC. Will be doing more DD on that"
X Link 2025-01-08T22:25Z [---] followers, [---] engagements
"@ZaStocks I did a deep dive into this list and found [--] stocks $CXM and $SMAR that had exceptional balance sheet with Free cash flows and have predictable growth. These two companies could be poised to making the best gains with AI even in a struggling macro market. Will do a DD soon"
X Link 2025-01-09T16:19Z [---] followers, [---] engagements
"5/11 Spires Niche: Lightweight satellite constellations that offers global frequent revisit times with Rapid Configurability. The system can be expanded or reconfigured faster than large multi-agency efforts minimizing delays in technology refresh and maximizing data accuracy"
X Link 2025-01-10T15:21Z [---] followers, [--] engagements
"6/11 The balance sheet is certainly not the best with dwindling cash reserves. However the decision to sell it's maritime business will infuse 241M cash (Almost 80% its current market cap)"
X Link 2025-01-10T15:21Z [---] followers, [--] engagements
"10/11 The market may be overlooking how quickly software-like margins can ramp up. Spires cost-to-data-point advantage plus the urgency for climate intelligence make this a company to watch between now and the next wildfire season. NASA conducted a webinar recently"
X Link 2025-01-10T15:21Z [---] followers, [---] engagements
"11/11 Technically the stock is at its lowest and if the sale of its maritime goes through this company will have a solid balance sheet low operating expenses and softare type margins ahead of itself"
X Link 2025-01-10T15:21Z [---] followers, [---] engagements
"- The Fed's balance sheet has declined from its peak of about $9 trillion in [----] to around $7.7 trillion by late 2023/early [----] which is a more significant reduction than shown in the red line. - The chart appears to underrepresent the actual QT impact by using the "Total Liquidity" calculation which includes offsets from the Treasury General Account (TGA) and Reverse Repo Facility (RRP) changes. - The RRP facility usage has significantly declined from its peak of $2.5 trillion in [----] to under $1 trillion by early [----] which affects the total liquidity calculation. By showing "Total"
X Link 2025-01-12T18:41Z [---] followers, [--] engagements
"Unfortunately most of the small caps mentioned on the list DO NOT have good strong balance sheet. They might catch a bid but it will not be for long term. Only $GFAI (24M) $SYM (15B)and $ISRG (195B) got strong Working capital and not a crazy FCF burn that might require them to dilute"
X Link 2025-01-12T22:13Z [---] followers, [----] engagements
"@profplum99 It's not China thats dumping US debt. It is also Japan. Luxemborgh London Cayman Islands all are increasing their holdings on the flipside"
X Link 2025-01-15T07:53Z [---] followers, [---] engagements
"They say that $CPI days are opposite days. I backtested it with @perplexity_ai from @AravSrinivas Unfortunately it gave me no sources back. But here are the results. It seems quite clearly to bet agains CPI day movements is the right choice. Lets see tomorrow"
X Link 2025-01-16T01:48Z [---] followers, [---] engagements
"@pennycheck Your DD is amazing. I missed the quantum connection. Although leaving that aside just the fact their 30% of the revenue business is valued for 60% its market cap itself is showcasing how undervalued the business is"
X Link 2025-01-16T15:05Z [---] followers, [--] engagements
"@ZaStocks I would leave $SNOW out of this list honestly. ROIC is horrible and the net income is on an accelerated path to insane losses"
X Link 2025-01-17T02:54Z [---] followers, [---] engagements
"$SPIR is one of the few partners of @anduriltech for Lattice. This system is built to enable teams of diverse robotic assets to work together under human supervision to perform complex missions in any domain"
X Link 2025-01-17T13:36Z [---] followers, [---] engagements
"Many companies are private companies and many valued as multi billion business. SPIR (400M ) is one of the smallest partners in the list. Being a Lattice partner has many perks"
X Link 2025-01-17T13:36Z [---] followers, [--] engagements
"@KevinLMak $SPHR great DD. Right now I am worried about there cash situations. they have diluted massively in the past and it seems likeley that they would do so again. Ontop their revenue is not increasing"
X Link 2025-01-17T20:28Z [---] followers, [---] engagements
"The $TRUMP coin is at 30BILLION FDV sucking liquidity out of all the other major coins. It is second most valuable MEME coin ever in the history. 1st is $DOGE @crypto_banter"
X Link 2025-01-19T00:19Z [---] followers, [---] engagements
"I found an Undervalued Microcap ($155M) in business turnaround: - Revenue growing QoQ - Cash = 80% of market cap - Buying back stock (While peers are diluting) - Big institution bought 8% (Jan [--] 2025) - At strong technical support @MicroCapClub @pennycheck @ZaStocks Comment and Ill DM before posting my DD"
X Link 2025-01-19T21:19Z [---] followers, [--] engagements
"@iancassel @Whit_Huguley $SPIR (400M) will become more important with all the Climate change and defense chatter. Here is my thesis on the small cap https://x.com/hiteshkar/status/1877737500833087847 1/11 As devastating wildfires sweep through California the urgency for real-time data in environmental monitoring has never been greater. Heres why $SPIR (300M Market cap) Spire Globals satellite constellation may offer a powerful solutionand a compelling business case https://t.co/mgMvgqGQzo https://x.com/hiteshkar/status/1877737500833087847 1/11 As devastating wildfires sweep through California"
X Link 2025-01-21T17:39Z [---] followers, [---] engagements
"@KCAvsFan9 @SpaceInvestor_D Yes I did. They have their third version of satellites coming up soon. Their refresh rates are awesome and with the third version coming online they are gonna have same resolution but higher refresh rates than MAXAR. Plus technically they seemed to be bottoming"
X Link 2025-01-22T01:17Z [---] followers, [--] engagements
"@ZaStocks Their business of selling Silicon IP is insane margins. Like 90% margins. This is the reason they are constantly given a P/E of 200-300. In context even TSLA (100x) and NVIDIA (30-50x) do not command such P/E ratios They will continue to be expensive in the future for this"
X Link 2025-01-22T17:30Z [---] followers, [---] engagements
"@ZaStocks Here is my list. I got many favourites here. $RXRX $SDGR $RLAY $ABSI"
X Link 2025-01-22T23:28Z [---] followers, [---] engagements
"@PelosiTracker_ $TEM invested into $PSNL advanced cancer genomic tests and analytics. So if you have Tem you gotta have PSNL. This is a much smaller market cap to play with. High beta play. https://x.com/hiteshkar/status/1882225597482774862 $PSNL's NeXT Personal platform detects cancer recurrence 6-11 months earlier than standard imaging in cancer patients. This early detection capability is crucial. $TEM invested $47M for a 19.3% stake with add. buys at $5.07. $35M in equity and up to $12M in milestone payments https://t.co/ETBTJV4FOn https://x.com/hiteshkar/status/1882225597482774862"
X Link 2025-01-23T11:42Z [---] followers, [---] engagements
"@itsolelehmann Europe needs to attract Speculative Tech investors exactly how Israel 60X their VC investments within a span of [--] years. Government need to say "Downside is mine upside is yours" and invest in the GDP acceleration drastically https://x.com/hiteshkar/status/1724430971108315472 How did Israel become a tech powerhouse with VC investments rising 60X from $58M to $3.3B between [----] & [----] The government took ALL the downside risk while giving the foreign firms the UPSIDE returns. Genius Curious Keep reading 👇 #MarchForIsrael #Israel #VentureCapital https://t.co/W3rnFjH3fK"
X Link 2025-01-24T20:49Z [---] followers, [--] engagements
"Amazing find. Only 1.85B for being the main host of a Giant who is going to massively gain from the Deepseek drama +ves - Stable Revenue growth at 7% - Started to turn profitable as a business. Great trend. - Operating margin is trending towards very good margins -ves - Not the strongest Balance sheet - Cash Flow still negative"
X Link 2025-01-28T20:29Z [---] followers, [---] engagements
"@mellowrk_lion $INOD ($990M) is one of the best beneficiary of this superblast on AI. Fundamentally there are a lot of good trends emerging in its financials - Accelerating growth 135% YoY - Returning Earnings. - Strengthening it's balance sheet - Positive Free Cash flow"
X Link 2025-01-28T20:41Z [---] followers, [---] engagements
"@BrianFeroldi $FLNC is a great example of Damaged stock. - Revenue growing in triple digits competing with $TSLA. - Recurring revenue of 100M and growing exponential speed - Impriving Margins everyday. This showcases pricing power - Investing all of its FCF into the future"
X Link 2025-01-28T22:15Z [---] followers, [---] engagements
"$TSLA is reporting earnings tomorrow. TSLA Energy is accelerating and will contribute meaningfully to it's EPS However there is one competitor that is severely undervalued and is sitting at support right now. - Has 1.7X the size of Tesla's Autobidder direct dispatch storage - Price-to-Sales (Forward P/S) = [---] - Price-to-Sales of 1"
X Link 2025-01-29T01:19Z [---] followers, [----] engagements
"Problem: Power fluctuations during training: During GPU training power can fluctuate significantly. When GPUs are idle the power consumption drops to zero which can lead to instability in power supply Solution: Massive energy storage is needed for grid stability"
X Link 2025-01-29T01:19Z [---] followers, [---] engagements
"Technically $FLNC is at support and a great time to accumulate. I agree that the price action is not impressive so caution is warranted. I believe that the market is not efficient for this stock"
X Link 2025-01-29T01:19Z [---] followers, [---] engagements
"RISKS: - Potential margin compression caused by price deflation in the energy storage system (ESS) - Increasing Chinese competition which is expected to remain deflationary - Uncertainty regarding the full scope of tariffs and their impact on Fluence's domestic strategy - Lack of support by the current administration"
X Link 2025-01-29T01:27Z [---] followers, [---] engagements
"It is solving a significant Problem related to AI Power right now GPU load swings from max to zero destabilizing grids. Solution: Large-scale energy storage to destabilize the grid quickly Meta literally faking workload to keep the grid stable"
X Link 2025-01-29T20:15Z [---] followers, [--] engagements
"Joint venture between AES Corporation (Long exp in utility scale) and Siemens (global reach in power systems). Massive business in Europe which is quite serious about increasing it's Renewable mix. US business is focusing on Non China supply"
X Link 2025-01-29T20:15Z [---] followers, [---] engagements
"Technically $FLNC is at support and a great time to accumulate. I agree that the price action is not impressive so caution is warranted. I believe that the market is not efficient for this stock"
X Link 2025-01-29T20:15Z [---] followers, [---] engagements
"RISKS: - Potential margin compression caused by price deflation in the energy storage system (ESS) - Increasing Chinese competition which is expected to remain deflationary - Uncertainty regarding the full scope of tariffs and their impact on Fluence's domestic strategy - Lack of support by the current administration"
X Link 2025-01-29T20:15Z [---] followers, [--] engagements
"@marketwirenews @alexcsbc What a great timing. I just released a deep dive into Fluence energy $FLNC https://x.com/hiteshkar/status/1884696920452432027 $FLNC is super undervalued competitor of $TSLA Energy right now. It is sitting at technical support right now and investors don't believe in it right now. - Revenue growing exponentially (82% QoQ) - Project pipeline reached $21 billion a 60% YoY - Order intake doubling from https://t.co/G8TSi2zPeI https://x.com/hiteshkar/status/1884696920452432027 $FLNC is super undervalued competitor of $TSLA Energy right now. It is sitting at technical"
X Link 2025-01-29T20:42Z [---] followers, [---] engagements
"$MX is the stock that's been buying it's shares back dramatically. Right now There are rumours that MX might be sold at $7ish. I am still doing more due diligence but the news is coming out already and I dont want you to miss out on it. https://x.com/hiteshkar/status/1881090356789539103 I found an Undervalued Microcap ($155M) in business turnaround: - Revenue growing QoQ - Cash = 80% of market cap - Buying back stock (While peers are diluting) - Big institution bought 8% (Jan [--] 2025) - At strong technical support @MicroCapClub @pennycheck @ZaStocks https://t.co/b95FrVrBwk"
X Link 2025-02-03T21:31Z [---] followers, [---] engagements
"In [----] Magnachip and Chinese private equity firm Wise Road Capital signed a $1.4 billion buyout deal butWashington blocked the contract amid a protracted US-China trade dispute. It's DDIC OLED display chip (nervous system of a display) was important enough for US to say NO"
X Link 2025-02-03T21:31Z [---] followers, [---] engagements
"Technically the stock is still at it's low and showing some signs of strength"
X Link 2025-02-03T21:31Z [---] followers, [--] engagements
"@SebKrog I think South Korea is a hot bed"
X Link 2025-02-08T08:53Z [---] followers, [--] engagements
"Breaking 🚀 $SPIR: DEAL CLOSED & DEBT-FREE ✅ 150+ Satellites Live in Orbit (Largest weather/maritime constellation thats already built) ✅ Real-Time Data Powering Fortune 500s Govs & AI Models ✅ Zero Debt Pure Profit Focus Ahead ✅ $233.5M Maritime Biz Sale (Kpler) Fuels Growth ✅ Cash Now Funding AI-Driven Analytics Defense Contracts & Space-as-a-Service"
X Link 2025-04-25T20:18Z [---] followers, [---] engagements
"@data168 Some good metrics as well $ROKU. ROIC on upward trajectory as well as strong balance sheet"
X Link 2025-05-01T21:03Z [---] followers, [---] engagements
"1/4 $AWE ⚡Two key updates boost Alphawaves AI infra role for $QCOM Qualcomm: $NVDA opened NVLink to non-Nvidia CPUs/GPUs Qualcomm plans data center CPUs linked to Nvidia GPUs Why Seamless AI compute needs Alphawaves interconnect IP"
X Link 2025-05-22T16:04Z [---] followers, [---] engagements
"3/4 $AWE Financials: Revenue: $308M (slowed because of China unwind) Backlog: $520M Cash: $180M [----] target: $1B Trades at 4.7x P/S vs peers 19.7x (CRDO ALAB etc. ). Current price: [----] ($1.86) Massive valuation gap"
X Link 2025-05-22T16:04Z [---] followers, [--] engagements
"4/4 Qualcomm risks losing $AWEs unique SerDes/CXL/PCIe IP to rivals. AWEs board likely seeks strategic partnership over lowball buyout. Deal could be JV premium buyout (2-3x market cap) or collab. AIs future runs on AWEs backbone. Decision deadline: May 27"
X Link 2025-05-22T16:04Z [---] followers, [--] engagements
"@d__risk @grok what do all these images mean. How complex conversion features for the convertible notes are mentioned here"
X Link 2025-05-26T21:44Z [---] followers, [--] engagements
"$AWE Alphawave Semis $AWE hits first-ever UCIe IP taped on $TSMC 2nm tech with industry-first 36G die-to-die speeds using CoWoS packaging. Unmatched chiplet bandwidth density unlocked"
X Link 2025-06-06T14:27Z [---] followers, [---] engagements
"@KyleAdamsStocks I also like $TSSI. Crazy growth. The stock price is adjusting for that with a 6X in under half a year however this stock probably deserves it"
X Link 2025-06-06T18:13Z [---] followers, [---] engagements
"This is my Robotics watchlist. Many of them are currently bottoming and will rise from the dead. $SERV $SYM $PRCT $IRBT $ZBRA $PATH $ROK $ISRG $FANU $LAZR $TER $MBOT $SPPL $KITT $OUST $RR $GFAI $ARBE $KSCP Which of them do you want me to research further"
X Link 2025-06-13T14:30Z [---] followers, [---] engagements
"@BullTradeFinder $OSCR Pretty good growth. If they can really deliever on that kind of EPS growth. It can shoot up higher like crazy"
X Link 2025-06-14T21:02Z [---] followers, [---] engagements
"@ernottawa Also they didnt hold Earnings call for Q1 [----]. I dont know how to assess the company. This is what they said in the earnings call in Nov 2024"
X Link 2025-06-15T18:52Z [---] followers, [--] engagements
"$AWE Right on target. AWE got acquired by $QCOM Up about 95% from when I first shared it. Here was my thesis on AWE from Jan [----] https://x.com/hiteshkar/status/1875242035067658378 $AWE (700M Market Cap ) has the potential to be the next ARM. Its a chip design IP (SerDes IP) company that designs optimized blocks for interconnectivity especially inside Datacentres for inference The only competitors are $AVGO (1T) and $MRVL (100B). Still they AWE has key https://t.co/V0isBWd1Eg https://x.com/hiteshkar/status/1875242035067658378 $AWE (700M Market Cap ) has the potential to be the next ARM. Its a"
X Link 2025-06-16T14:43Z [---] followers, [---] engagements
"$FLNC Right on target . Up already 30% from when I recommended it at $4.8 The energy battery stock thats popping the most right now $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 $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 $809M market cap at 7-9x ARR. Wall Streets asleep on this one. 🚀"
X Link 2025-06-17T14:54Z [---] followers, [---] engagements
"$EOSE Preliminary analysis is that it's massively cash burning and diluting shares like mad. Only the promise of good tech coming soon will make me wanna research it further. I will dive also in it's Battery tech soon"
X Link 2025-06-18T21:56Z [---] followers, [----] engagements
"$EOSE technically looks very good. The structure tells the story that market's swarm intelligence knows something. Gotta research further its tech now"
X Link 2025-06-18T23:18Z [---] followers, [----] engagements
"@SpaceX @grok is the landing pad damaged what ground infrastructure got damaged"
X Link 2025-06-19T09:44Z [---] followers, 18.2K engagements
"Hedge fund activity in $FLNC stayed almost flat to slightly bullish in Q1 2025"
X Link 2025-06-19T09:56Z [---] followers, [---] engagements
"@AsperGenerator @SpaceX @grok Thanks for the info Asper"
X Link 2025-06-19T09:57Z [---] followers, [---] engagements
"@FinTechShark1 Nice one"
X Link 2025-06-20T18:28Z [---] followers, [--] engagements
"You would have been up 10% on $FLNC if you put the limit orders at [---] as I said. https://x.com/hiteshkar/status/1936108587706732860 @Flipper13 Depends on your time horizon. I think its an easy 2-3 X from here in 1-3 years. I would initiate a little position but put limit orders at [---] and maybe further down https://x.com/hiteshkar/status/1936108587706732860 @Flipper13 Depends on your time horizon. I think its an easy 2-3 X from here in 1-3 years. I would initiate a little position but put limit orders at [---] and maybe further down"
X Link 2025-06-25T21:53Z [---] followers, [---] engagements
"Batteries are pumping. The market is realizing that for the US to build energy supply quickly it needs to consume a lot of grid scale Batteries ASAP. No matter the chemistry. Lets get the GwH in $FLNC $QS $EOSE $SLDP $AMPX Gave you $FLNC at $4.5-$4.8 now at $6.5 https://x.com/hiteshkar/status/1930013859227578828 https://x.com/hiteshkar/status/1930013859227578828"
X Link 2025-06-26T17:00Z [---] followers, [----] engagements
"@8888TLD CORZ does not have 900M in cash. In the last earnings call they reported cash of"
X Link 2025-06-27T10:15Z [---] followers, [---] engagements
"@StockLuv1 @pennycheck @ZaStocks You brought it to my radar. Quickly researched and found it to be interesting and did a DD on it. Thanks"
X Link 2025-06-27T13:56Z [---] followers, [--] engagements
"@LogicalThesis I am sitting on PSNL shares that I acquired around [--]. Almost the same as what TEM acquired them for. What I shared is this DD and based on this I am buying some for the long haul"
X Link 2025-06-27T15:38Z [---] followers, [--] engagements
"@AlexStr90246915 @grok can you write a sentence or two about each of the tickets mentioned . Also mention their market caps"
X Link 2025-06-30T06:41Z [---] followers, [--] engagements
"@StockLuv1 whats your thesis on $SGHC"
X Link 2025-07-01T10:38Z [---] followers, [--] engagements
"@StockLuv1 What do you think about $GAMB Also interesting to me in this industry"
X Link 2025-07-01T11:12Z [---] followers, [--] engagements
"$LAZR The initial research doesn't get me excited to do a deep dive for the following reasons. - Company is bleeding cash. They gotta dilute their shareholders further or raise money somehow. I dont want to be around for that event. - Operating margin is insanely negative. - I am betting on Elon that LIDAR's are not necessary for autonomous cars. If they were selling for Drones Humanoids and other types of robots I would have considered it. - They said they gonna 5X their production in [----]. This clearly did not happen. Check out their investor day presentation. I hate it when the company's"
X Link 2025-07-02T09:05Z [---] followers, [---] engagements
"@chamath Obvioulsy just solar is not enough. Solar+Wind+batteries is the fastest combo. Even if. you are not a believer in green. This is the fastest and cheapest combo. A month ago I shared my thesis on $FLNC. Up already 60-70% but it is still undervalued. 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"
X Link 2025-07-02T16:54Z [---] followers, [----] engagements
"Another big day for $FLNC . I didnt expect the thesis to play out so fast. 100% up in a month"
X Link 2025-07-03T16:29Z [---] followers, [---] engagements
"@Nietschecapital What are your favourite names right now"
X Link 2025-07-03T18:08Z [---] followers, [--] engagements
"@mvcinvesting $FLNC and $ABCL"
X Link 2025-07-03T20:50Z [---] followers, [----] engagements
"@elonmusk This was my exact thesis for investing in $FLNC. Said this a month back. 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 stock with $4.5B backlog 50% revenue growth & China-proof supply chain. Its Energy Bidder software alone could exceed its $809M market"
X Link 2025-07-06T20:57Z [---] followers, [---] engagements
"@Highonstocks_ $EOSE technically has an amazing chart. Great price action. However on the fundamental side I still like FLNC much better. I have market a few things from EOSE's slide that might be misleading"
X Link 2025-07-06T22:14Z [---] followers, [----] engagements
"@supernova17 @chamath @ZaStocks @LimitingThe No need to do that. I know it will entrench itself again in the best quadrant"
X Link 2025-07-07T15:42Z [---] followers, [--] engagements
"@Nietschecapital I am hoping to get in at [---]. But Earlier I meant to ask what technical advantage does TMDX have and what unintuitive insights about their tech is the market still not appreciating yet"
X Link 2025-07-08T17:26Z [---] followers, [--] engagements
"@SelectTrader @supernova17 @chamath @ZaStocks @LimitingThe You are absolutely right. The total number of diluted shares are almost double. This does increase the potential release of double the amount of outstanding shares. Great work. @SelectTrader"
X Link 2025-07-08T17:41Z [---] followers, [--] engagements
"$AES has a lot of renewable plants in their portfolio which will be worth a lot less than before the bill was passed. I wonder if AES is thinking about this move to stay above the water or are there more strategies in play They are the biggest shareholders of FLNC. I hope the deal gets done in private at a much better valuation than it is currently selling. Lets see what happens. This is a big catalyst. Can make or break"
X Link 2025-07-08T23:50Z [---] 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
"@pennycheck Was my exact analysis when asked about doing a deep dive on $LAZR https://x.com/hiteshkar/status/1940336011986206929 @Bk471841 $LAZR The initial research doesn't get me excited to do a deep dive for the following reasons. - Company is bleeding cash. They gotta dilute their shareholders further or raise money somehow. I dont want to be around for that event. - Operating margin is insanely negative. https://t.co/WHmzUKBJJV https://x.com/hiteshkar/status/1940336011986206929 @Bk471841 $LAZR The initial research doesn't get me excited to do a deep dive for the following reasons. -"
X Link 2025-07-09T22:42Z [---] followers, [---] engagements
"@RyshabTalks I love CRMD. The only reason I can find why the market is not yet appreciating or rewarding them is because of the dilution . But the growth is explosive and a great reason for adoption"
X Link 2025-07-12T15:01Z [---] followers, [---] engagements
"@RealYuvaraj @RyshabTalks Do you anything about the sales cycle Ofcourse when entire hospitals are involed it could move slow"
X Link 2025-07-12T23:24Z [---] followers, [--] engagements
"@MicronTech @intel #MRDIMM is not exactly your technology. Its been stolen by Google SK Hynix and MU. You even lost the court case even the repeal"
X Link 2025-07-14T17:11Z [---] followers, [--] engagements
"@SixSigmaCapital Whats your thesis on STNE AND PAGS I like financial balance sheet on PAGS but help me understand the thesis"
X Link 2025-07-15T12:02Z [---] followers, [---] engagements
"$FLNC this is great news. Battery stocks should get further boost to this $GS Goldman Sachs says it expects the recently enacted OBBBA will have limited impacts on renewable power developments until [----] $GS Goldman Sachs says it expects the recently enacted OBBBA will have limited impacts on renewable power developments until 2030"
X Link 2025-07-15T19:37Z [---] followers, [---] engagements
"@Exclamotite69 Could you list your thesis for all of them. I found you because I love CRMD and this could be a banger"
X Link 2025-07-16T18:39Z [---] followers, [---] engagements
"$PSNL I picked up some more at $6.3. Dollar cost average upwards. They have so much distribution via $TEM. Here is my thesis. https://x.com/hiteshkar/status/1882225597482774862 $PSNL's NeXT Personal platform detects cancer recurrence 6-11 months earlier than standard imaging in cancer patients. This early detection capability is crucial. $TEM invested $47M for a 19.3% stake with add. buys at $5.07. $35M in equity and up to $12M in milestone payments https://t.co/ETBTJV4FOn https://x.com/hiteshkar/status/1882225597482774862 $PSNL's NeXT Personal platform detects cancer recurrence 6-11 months"
X Link 2025-07-16T20:20Z [---] followers, [---] engagements
"@Exclamotite69 Sweet thanks. Since you seem like a biotech investor I am very excited with $PSNL and $ABCL. What do you think of them. Yes I know they dont have banger revenues or banger ROCE but what do you think about the tech"
X Link 2025-07-16T20:27Z [---] followers, [---] engagements
"@victor_privin @victor_privin Where did you get the number of 70% with domestic content In the last or q1 earnigns call CEO said what they do is mix cells to what is required by the policy and get to 40-50% to maximize the tax benefits"
X Link 2025-07-17T09:53Z [---] followers, [--] engagements
"Problem: The AI inference explosion is smashing into a "memory wall" where GPUs starve for data despite soaring compute power. - Memory bandwidth grows just 1.4-1.6x every [--] years vs computes exponential leaps. - HBM costs 5x DDR5 ($10-20/GB) making GPUs unaffordable to scale"
X Link 2025-07-18T15:38Z [---] followers, [---] engagements
"$NLST 256-core CPUs stalls while waiting for memory The solution: MRDIMMs a new memory tech that doubles bandwidth WITHOUT costly upgrades Acts like [--] channels in [--] stick (40% speed boost) 1/5 the cost of HBM Intel/AMD [----] going full production in H2 2025"
X Link 2025-07-18T15:38Z [---] followers, [---] engagements
"CEO Chuck Hong explains why MRDIMMs are important. "MRDIMM is highest performance memory and expect it to become 10-20% of overall server memory in the next couple of years""
X Link 2025-07-18T15:38Z [---] followers, [---] engagements
"$NLST seems forgotten by retailers. There could be a catalyst on the horizon on [--] July as Judge Hse decides whether Samsung's appeal is valid"
X Link 2025-07-18T15:38Z [---] followers, [---] engagements
"$NLST Risks: This is binary. Cash reserves critical dilution likely Final court rulings still 12-18 months out 50-90% downside if patents fail or 15-30X upside"
X Link 2025-07-18T15:38Z [---] followers, [---] engagements
"3 days old SEC filing reveals a [--] Sep [----] shareholder vote on allowing up to 50% dilution if approved. So please don't market buy. Stagger buy ONLY"
X Link 2025-07-18T15:38Z [---] followers, [---] engagements
"We are Less than a year away from a CAFC decision regarding the '463 litigation and the [--] companion patents for DDR4 DDR5 and HBM. $NLST CEO Hong said this on March 27th 2025"
X Link 2025-07-18T15:38Z [---] followers, [---] engagements
"$NLST AI's trillion-dollar war isn't GPUsit's FEEDING them efficiently. MRDIMMs = picks and shovels. CEO's $3M bet = conviction. CAFC [----] = hawk watch"
X Link 2025-07-18T15:38Z [---] followers, [---] engagements
"@dylan522p What do you think about MRDIMM's and $NLST"
X Link 2025-07-18T15:45Z [---] followers, [---] engagements
"@SKundojjala Why doesn't anyone give credit to $NLST Their patents are very important for MRDIMM's coming to market by these big dawwgs https://x.com/hiteshkar/status/1946233068043292943 $NLST CEO just bet $3M (30-50% of his net worth) on this tiny memory stock. His company is 3-0 against Samsung & $MU in court battles over critical DIMM patents $180M market cap ($300M Fully diluted incl warrants) AI GPUs sit IDLE 60% of the time in Metas data centers https://t.co/kFKpXoRdr1 https://x.com/hiteshkar/status/1946233068043292943 $NLST CEO just bet $3M (30-50% of his net worth) on this tiny memory"
X Link 2025-07-18T16:32Z [---] followers, [--] engagements
"@insane_analyst Your post on MRDIMM got me into researching further into $NLST. What do you think about the thesis https://x.com/hiteshkar/status/1946233068043292943 $NLST CEO just bet $3M (30-50% of his net worth) on this tiny memory stock. His company is 3-0 against Samsung & $MU in court battles over critical DIMM patents $180M market cap ($300M Fully diluted incl warrants) AI GPUs sit IDLE 60% of the time in Metas data centers https://t.co/kFKpXoRdr1 https://x.com/hiteshkar/status/1946233068043292943 $NLST CEO just bet $3M (30-50% of his net worth) on this tiny memory stock. His company"
X Link 2025-07-18T16:34Z [---] followers, [--] engagements
"$AWE was a hidden gem that got scooped up by $QCOM for cheap. I gave it to you at [----] which doubled swiftly after Qualcomm acquired it. Qualcom's gonna tape out their AI data centre power efficient chips much faster with AWE's chiplets. https://x.com/hiteshkar/status/1875242035067658378 $AWE (700M Market Cap ) has the potential to be the next ARM. Its a chip design IP (SerDes IP) company that designs optimized blocks for interconnectivity especially inside Datacentres for inference The only competitors are $AVGO (1T) and $MRVL (100B). Still they AWE has key https://t.co/V0isBWd1Eg"
X Link 2025-07-18T18:39Z [---] followers, [---] engagements
"@RyshabTalks $SEZL is nice. But technically only interesting to me at 108-110. So will be marking it"
X Link 2025-07-18T20:56Z [---] followers, [---] engagements
"@MicroCapClub @Imperium1136 Kudos to you Imperium . Great pick. What are your other micro caps that you feel positive about"
X Link 2025-07-19T10:43Z [---] followers, [---] engagements
"@victor_privin @victor_privin Whats your expectation on the softare business of FLNC in the long run. Lets say in 3-5 years. Whats the ARR you expect from the 145M in [----] 300M 500M or how are you thinking about it"
X Link 2025-07-20T08:37Z [---] followers, [--] engagements
"@Imperium1136 @MicroCapClub $QURE has no revenues. I would probably not touch it. $ECOR seems interesting due to growing revenues but I no like [--] times dilution in just [--] years"
X Link 2025-07-20T08:40Z [---] followers, [---] engagements
"@elonmusk @StuartZuckerma1 @WholeMarsBlog How does the AI team deal with regressions This is such a headache"
X Link 2025-07-20T23:51Z [---] followers, [--] engagements
"@jinacapital So what about writing your insights or conviction on these names Just a couple of insights on each that you think that the market is not yet appreciating would be awesome"
X Link 2025-07-21T00:11Z [---] followers, [---] engagements
"Here are some of my thesis and I am positioning for that. Market doesn't seem to appreciate it yet. Most ideas are AI data centre efficiency related - MRDIMM's are going to get way bigger $NLST $RMBS - Batteries will be build frantically next to AI data centres to manage power demands. $FLNC - Gallium Nitride (GaN) Technology is going to get super important in power electronics. $AEHR $NCTS - Liquid Cooling tech is no longer optional. Its gotta come online fast. Writing you a DM. Lets catch up and exchange ideas"
X Link 2025-07-21T11:42Z [---] followers, [---] engagements
"$NLST is the most assymetric bet on MRDIMM's. Almost like a VC bet. 50-90% loss or 15-30X returns. I like these odds very much thank you. $NLST CEO just bet $3M (30-50% of his net worth) on this tiny memory stock. His company is 3-0 against Samsung & $MU in court battles over critical DIMM patents $180M market cap ($300M Fully diluted incl warrants) AI GPUs sit IDLE 60% of the time in Metas data centers https://t.co/kFKpXoRdr1 $NLST CEO just bet $3M (30-50% of his net worth) on this tiny memory stock. His company is 3-0 against Samsung & $MU in court battles over critical DIMM patents $180M"
X Link 2025-07-21T13:34Z [---] followers, [---] engagements
"@Curly154278544 @ZaStocks I see. Makes sense. I like to combine technical with fundamentals. There are just so many technical setups. Why not take the ones that also have amazing fundamentals behind. This is my strategy"
X Link 2025-07-21T19:31Z [---] followers, [--] engagements
"@RyshabTalks Killer Killer. [--] days for me to build my position on CRMD and TARS. SEZL me interested only at 80"
X Link 2025-07-22T21:44Z [---] followers, [--] engagements
"@victor_privin We were right about $FLNC outperforming $EOSE afterall. Who would have thought ehh This is after @jimcramer gave us his blessing https://x.com/hiteshkar/status/1946678428335280131 "Yeah but $FLNC losing a lot of money. Its down 50%. Im going to have to take a pass on that name. Im very sorry" --- Jim Cramer He finally gave us his blessings. https://t.co/VbgawHVTB5 https://x.com/hiteshkar/status/1946678428335280131 "Yeah but $FLNC losing a lot of money. Its down 50%. Im going to have to take a pass on that name. Im very sorry" --- Jim Cramer He finally gave us his blessings."
X Link 2025-07-22T21:46Z [---] followers, [----] engagements
"True True. But @victor_privin and I got in at the bottoms. And I don't mean performing better in the last [--] months. Yes I cherry picked. But have a look at the graphs I made here. EOSE has some good things and we need those batteries as well. Just unproven right now and has nowhere deployed close to what FLNC has already deployed. https://x.com/hiteshkar/status/1942236050165739789 https://x.com/hiteshkar/status/1942236050165739789"
X Link 2025-07-22T21:54Z [---] followers, [---] engagements
"Technical chart $EOSE looks great I would trade it on the hot theme for sure however long term there are [--] fundamental issues with it. [--]. Fully diluted market cap is actually double the outstanding shares you see on Yahoo finance. [--]. Serving Longer duration is not a flex. 3-12 hour discharge means slow power discharge rates. Most of the profits in the industry is captured within [--] hours. If you have high penetration with renewable energy then maybe [--] hours captures all the profits. [--]. $EOSE has simply not deployed much GWh yet. It is simply unproven tech at this point"
X Link 2025-07-22T22:06Z [---] followers, [---] engagements
"I fact checked your thesis on $ADTN and all mostly came out to be true. Great job. This requires a deep dive from me The only minor point of clarification is that the European regulatory shift has been a multi-year process rather than a single recent event but this doesn't undermine the core thesis"
X Link 2025-07-22T23:42Z [---] followers, [--] engagements
"I initiated most of my positions at $NLST at [-----]. There is going to be a big catalyst in a week's time where Judge Hse decides whether Samsung's repeal of the decision based on Jury misconduct upholds or not. In the meantime here is also a cheatsheet of the appeals"
X Link 2025-07-24T10:28Z [---] followers, [---] engagements
"$NLST Netlist filed their Reply in the CAFC appeal of claim 16/912 patent. Netlist has requested Director review and is preparing an appeal to the Federal Circuit. "The Boards earlier decisions in the decade-long reexaminations of the [---] patent foreclose that ruling. There the PTO upheld what is now limitation 16e by construing it to require sending a command to only one DDR memory device at a time when there is a plurality of memory devices in a rank. Appx10561 (emphasis altered). Netlist acquiesced to that now-binding construction. .31-32. Under it Ellsberry undisputedly does not teach"
X Link 2025-07-25T13:13Z [---] followers, [----] engagements
"@ShvZFR They do accept WeChat though in berlin. Haha"
X Link 2025-07-26T09:22Z [---] followers, [--] engagements
"@RyshabTalks How did you decide the quality again You put CRMD SEZL etc. higher on quality than HIMS Many people would put it differently"
X Link 2025-07-27T07:19Z [---] followers, [---] engagements
"@sunxliao @grok Can you fact check this statement. Did this account really post about $OSCR when it was at $1 and $SBET at $10"
X Link 2025-07-27T07:25Z [---] followers, [---] engagements
"@insane_analyst You are the smartest Semi analyst I know. You put me on the Rabbit hole of MRDIMM. What do you think about $NLST and their patents holding up Grok puts the chances at 80%. Here is my thesis. https://x.com/hiteshkar/status/1946233068043292943 $NLST CEO just bet $3M (30-50% of his net worth) on this tiny memory stock. His company is 3-0 against Samsung & $MU in court battles over critical DIMM patents $180M market cap ($300M Fully diluted incl warrants) AI GPUs sit IDLE 60% of the time in Metas data centers https://t.co/kFKpXoRdr1"
X Link 2025-07-28T10:21Z [---] followers, [--] engagements
"@SelectTrader This graph is a big tell. EOSE has simply not shipped much GWh vs. $FLNC https://x.com/hiteshkar/status/1942236050165739789 I plotted $FLNC against many other battery stocks with simple pure first principles. First graph is Total deployed GWh vs marketcap. Second graph is Total revenues vs market cap. Fluence literally parks itself in the best quadrant. @chamath @ZaStocks @LimitingThe https://t.co/6YErFRKsLW https://x.com/hiteshkar/status/1942236050165739789 I plotted $FLNC against many other battery stocks with simple pure first principles. First graph is Total deployed GWh vs"
X Link 2025-07-28T20:05Z [---] followers, [---] engagements
"$NLST Netlist's Key U.S. Patents (Top 10): @dylan522p @SKundojjala US [-------] Foundational rank-multiplication tech for DDR4 LRDIMM (court-validated). US [-------] Critical RDIMM handshake protocol (enforced against Samsung). US [--------] Buffered memory IP central to ongoing litigation. US [--------] Secured $445M award in Micron verdict. US [--------] Supported $118M damages ruling vs. Samsung. US [-------] Distributed buffering core to HyperCloud. US [-------] Resilient self-test system (PTAB-validated). US [-------] Companion IP for memory reliability enhancement. US [--------] Advanced distributed data"
X Link 2025-07-30T13:00Z [---] followers, [---] engagements
"@victor_privin @grok why is $FLNC winning against $Tsla in Australian grid market. Why did AGL not pick Tesla for its battery needs"
X Link 2025-07-31T05:50Z [---] followers, [---] engagements
"@grok Apart from previous contracts compatibility can you explain why is $FLNC winning agaings $TSLA in australia and other markets Why are they generating so much software recurring business and not Tesla autogrid Use the info from the quoted tweet ⚡ Breaking: Fluence ( $FLNC ) and AGL just signed a deal today to build one of Australias biggest electricity batteries 💬 📍 Location: near Newcastle New South Wales 🔋 Battery size: [----] megawatthours of storage and [---] megawatts of power enough to supply about https://t.co/vsMSrajKOQ ⚡ Breaking: Fluence ( $FLNC ) and AGL just signed a deal"
X Link 2025-07-31T14:30Z [---] followers, [---] engagements
"@Nietschecapital Whats your method on finding these narratives Reddit or TwitteR"
X Link 2025-08-02T09:37Z [---] followers, [--] engagements
"In Q2 [----] Synopsys $SNPS raised 10B in bonds (15% of it's entire market cap at the time) to double down on AI and HPC opportunity. And the market rewarded it and the stock soared by 50% Even its competition Cadence $CDNS raised 2.5B last year. EDA is a duopoly business with 75% of the bussiness between SNPS and CDNS. When the "picks & shovels" companies go ALL IN on infrastructure one should really pay attention"
X Link 2025-08-03T09:30Z [---] followers, [---] engagements
"@100baggerhunt @DudeSchedule Yep. My process is to click on the HTML version of 10-K or 10-Q and then use the Horsy sidepanel to ask questions. We have worked very hard to reduce the hallucinations. It is still a workflow with learning curve. We will be making this more intuitive for the financial flows"
X Link 2025-08-03T14:48Z [---] followers, [--] engagements
"@SemiAnalysis_ @lexfridman Connecting these to large Utility grade batteries $FLNC or Gas turbine $PSIX with $FTEK's cleaner tech is also a great solution 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 stock with $4.5B backlog 50% revenue growth & China-proof supply"
X Link 2025-08-03T15:14Z [----] followers, [---] engagements
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