#  @victor_privin Victor Privin Victor Privin posts on X about $flnc, $adtn, ai, $fmc the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1434266587188666372/interactions)  - [--] Week [-----] +20% - [--] Month [------] +123% - [--] Months [-------] -25% - [--] Year [-------] -79% ### Mentions: [--] [#](/creator/twitter::1434266587188666372/posts_active)  - [--] Month [--] -48% - [--] Months [---] +154% - [--] Year [---] +4,086% ### Followers: [---] [#](/creator/twitter::1434266587188666372/followers)  - [--] Week [---] +2.30% - [--] Month [---] +25% - [--] Months [---] +210% - [--] Year [---] +1,003% ### CreatorRank: [---------] [#](/creator/twitter::1434266587188666372/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [currencies](/list/currencies) [automotive brands](/list/automotive-brands) [travel destinations](/list/travel-destinations) [social networks](/list/social-networks) [celebrities](/list/celebrities) **Social topic influence** [$flnc](/topic/$flnc) #26, [$adtn](/topic/$adtn) #1, [ai](/topic/ai), [$fmc](/topic/$fmc) #4, [$orcl](/topic/$orcl) #203, [$nok](/topic/$nok) #403, [$bntx](/topic/$bntx) #3, [china](/topic/china), [$gsm](/topic/$gsm) #3, [$7240t](/topic/$7240t) #306 **Top accounts mentioned or mentioned by** [@hiteshkar](/creator/undefined) [@expphilosopher](/creator/undefined) [@junkbondinvest](/creator/undefined) [@rjccapital](/creator/undefined) [@nietschecapital](/creator/undefined) [@dastanylfc](/creator/undefined) [@dyrwrn](/creator/undefined) [@cfsenergy](/creator/undefined) [@blueorcainvest](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@themedialine](/creator/undefined) [@fredwhitridge](/creator/undefined) [@jimmybutlercap](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@sharogradskym](/creator/undefined) [@s86coffeedev](/creator/undefined) [@tomsmith839](/creator/undefined) [@kacperpkch](/creator/undefined) [@saynototrading](/creator/undefined) [@contrariankiwi](/creator/undefined) **Top assets mentioned** [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [FAME AI (FMC)](/topic/$fmc) [Oracle Corporation (ORCL)](/topic/$orcl) [Nokia Corporation (NOK)](/topic/$nok) [Transocean LTD. (RIG)](/topic/$rig) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [M/I Homes, Inc. (MHO)](/topic/$mho) [First Solar, Inc. (FSLR)](/topic/$fslr) [AES, Corp. (AES)](/topic/$aes) [Nextracker Inc. (NXT)](/topic/$nxt) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Enlight Renewable Energy Ltd. (ENLT)](/topic/$enlt) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Tesla, Inc. (TSLA)](/topic/$tsla) [Validity (VAL)](/topic/$val) [Cameco Corporation (CCJ)](/topic/$ccj) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Spacemesh (SMH)](/topic/$smh) [UiPath, Inc. (PATH)](/topic/$path) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Noble Corporation (NE)](/topic/$ne) [Brookfield Renewable Partners L.P. (BEP)](/topic/$bep) [Constellation Energy Corp (CEG)](/topic/$ceg) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Strategy (MSTR)](/topic/$mstr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Applied Optoelectronics, Inc. (AAOI)](/topic/$aaoi) [Coupang, Inc. (CPNG)](/topic/$cpng) ### Top Social Posts Top posts by engagements in the last [--] hours "@Fxhedgers $RDDT $BODEN" [X Link](https://x.com/victor_privin/status/1772771103137525961) 2024-03-26T23:42Z [---] followers, [--] engagements "Match's latest twelve months free cash flow yield is 12.2%. FWD PE 10x Match unveiled Tinder Select late last year a $499/mo elite subscription tier for the biggest spenders on Tinder Pay more - get a better match - delete the app. $MTCH https://seekingalpha.com/article/4683034-match-group-offers-a-strong-relationship-for-gainssource=tweet https://seekingalpha.com/article/4683034-match-group-offers-a-strong-relationship-for-gainssource=tweet" [X Link](https://x.com/victor_privin/status/1789968371712147713) 2024-05-13T10:38Z [---] followers, [---] engagements "Hyperloop Vol. [--] Released 18/06/2024 Spotify: Apple Music: https://music.apple.com/il/playlist/hyperloop-vol-11/pl.u-KVXBvzGsZrYXoe2 https://open.spotify.com/playlist/3GwORonnBh0RW0khxLaoUjsi=WVrq7uTxSRy_pA7gjuei7Q&pt=57aa339479e9cdae78b22a1ab61fce4a&pi=e-8JudMhL1SQOn https://music.apple.com/il/playlist/hyperloop-vol-11/pl.u-KVXBvzGsZrYXoe2 https://open.spotify.com/playlist/3GwORonnBh0RW0khxLaoUjsi=WVrq7uTxSRy_pA7gjuei7Q&pt=57aa339479e9cdae78b22a1ab61fce4a&pi=e-8JudMhL1SQOn" [X Link](https://x.com/victor_privin/status/1803173700038000793) 2024-06-18T21:11Z [---] followers, [--] engagements "@soloinvesting $MTCH" [X Link](https://x.com/victor_privin/status/1824463768207659355) 2024-08-16T15:10Z [---] followers, [---] engagements "🌍 The Shortcut Mentality: A Tale of Two Countries 🌍 In todays fast-paced world the shortcut mentality is common but its impact varies significantly across cultures. Take Israel and Germany for example. In Israel the hustle culture is strong" [X Link](https://x.com/victor_privin/status/1829543674285522989) 2024-08-30T15:36Z [---] followers, [--] engagements "Evidence on Display at Israels Forensic Pathology Center Confirms Hamas Atrocities. via @TheMediaLine https://themedialine.org/top-stories/evidence-on-display-at-israels-forensic-pathology-center-confirms-hamas-atrocities/ https://themedialine.org/top-stories/evidence-on-display-at-israels-forensic-pathology-center-confirms-hamas-atrocities/" [X Link](https://x.com/victor_privin/status/1832390483596713986) 2024-09-07T12:08Z [---] followers, [--] engagements "@TheMediaLine Documentation of Hamas' massacre that Al Jazeera will not air. https://www.thisishamas.com/ https://www.thisishamas.com/" [X Link](https://x.com/victor_privin/status/1832393648182272449) 2024-09-07T12:21Z [---] followers, [--] engagements "When his parents divorced he was sent to live with an aunt; it was his life there when he first discovered the magic of colours. At university he decided to study Economics and Law passing his exams "with ease"" [X Link](https://x.com/victor_privin/status/1836019157051040134) 2024-09-17T12:27Z [---] followers, [--] engagements "Shortly after marrying his cousin after seeing one in Monet's series of paintings Haystacks he was faced with a dilemma to be either a professor or to begin a career as an artist. He decided to learn painting and thus in [----] the thirty-year-old went to Munich Germany" [X Link](https://x.com/victor_privin/status/1836019159165014027) 2024-09-17T12:27Z [---] followers, [--] engagements "Biden protects 84% of IRA clean energy grants from being clawed back $ICLN $FSLR https://www.reuters.com/sustainability/climate-energy/biden-protects-84-ira-clean-energy-grants-being-clawed-back-2025-01-17/ https://www.reuters.com/sustainability/climate-energy/biden-protects-84-ira-clean-energy-grants-being-clawed-back-2025-01-17/" [X Link](https://x.com/victor_privin/status/1880617618090119658) 2025-01-18T14:05Z [--] followers, [--] engagements "4/ This isn't "growth is good." This is: "Grow or die." And for companies like Amazon that means one thing: Conquest" [X Link](https://x.com/victor_privin/status/1906004570645393818) 2025-03-29T15:24Z [--] followers, [--] engagements "5/ That's why $AMZN is no longer just a retailer. They're in: ✔ Cloud infrastructure (AWS) ✔ AI + chip development ✔ Physical stores + Whole Foods ✔ Healthcare ✔ Smart home + surveillance ✔ Logistics + delivery fleet ✔ Satellite internet ✔ Clean energy infrastructure ✔" [X Link](https://x.com/victor_privin/status/1906004572411183298) 2025-03-29T15:24Z [--] followers, [--] engagements "6/ This isn't diversification. This is survival. Amazon's valuation requires cross-industry domination. If they stop expanding the narrative collapses. And so does the stock" [X Link](https://x.com/victor_privin/status/1906004573967257793) 2025-03-29T15:24Z [--] followers, [--] engagements "7/ "Dont even blink. Amazon acquiring Lockheed Martin and General Dynamics Priced in." Sound crazy Its not. A $100B acquisition is just a rounding error when your expected revenue is $1 trillion" [X Link](https://x.com/victor_privin/status/1906004575447810142) 2025-03-29T15:24Z [--] followers, [--] engagements "7/ Yes the Israeli government has failed. And yes it will have to be held accountable when the war ends. But not now. Right now there are hostages. Theres a war. And theres an enemy hiding behind a rich mediator with diplomatic immunity" [X Link](https://x.com/victor_privin/status/1906138358641811952) 2025-03-30T00:16Z [--] followers, [--] engagements "8/ If we want this war to end If we want the hostages home If we want truth to prevail We must direct pressure toward the actual power players keeping this war alive. QATAR. EGYPT. THE UN. And Western governments enabling the farce" [X Link](https://x.com/victor_privin/status/1906138360109793483) 2025-03-30T00:16Z [--] followers, [--] engagements "Started a position in $NBIS at $18.34. This is a bet on Europes AI independence $2.45B in cash $3.55B in assets $4.7B market cap. Youre paying $1.15B for the infra + upside. With EU policy tailwinds + NVIDIA backing this is smart asymmetry not a compounder" [X Link](https://x.com/victor_privin/status/1909245943209140501) 2025-04-07T14:04Z [--] followers, [----] engagements "1/ Why is $ICLN (iShares Global Clean Energy ETF) doing better than the broader market lately Lets talk clean energy 🔌♻ euros 💶 and a bit of FX magic ✨" [X Link](https://x.com/victor_privin/status/1910638147383316732) 2025-04-11T10:16Z [---] followers, [---] engagements "2/ $ICLN has a big chunk (30%+) of European companiesthink wind turbines 💨 in solar parks ☀ in green powerhouses in . Clean energy across the map 🌍" [X Link](https://x.com/victor_privin/status/1910638149702726063) 2025-04-11T10:16Z [---] followers, [--] engagements "3/ Now heres the twist: The euro is getting stronger vs. the US dollar 💶💵 That means European company profits (earned in euros) are worth more when converted to USD. Currency gain = ETF boost" [X Link](https://x.com/victor_privin/status/1910638151955030464) 2025-04-11T10:16Z [---] followers, [--] engagements "4/ So even if those European stocks stay flat locally their USD value goes up. Thats a nice little FX tailwind behind $ICLN s back 🍃" [X Link](https://x.com/victor_privin/status/1910638154270253370) 2025-04-11T10:16Z [---] followers, [--] engagements "5/ While $SPY and $VOO are down 10% YTD $ICLN is only down 4%. Its holding up betterpartly because its forward P/E is [----] vs. the S&Ps [----]. Still cheaper still cleanerand apparently doing FX better than most diversified portfolios. 💼" [X Link](https://x.com/victor_privin/status/1910638156803694886) 2025-04-11T10:16Z [---] followers, [---] engagements "6/ Clean energy is rising ☀ The euros flexing 💪 And $ICLN Quietly winning. 👀" [X Link](https://x.com/victor_privin/status/1910638159215411235) 2025-04-11T10:16Z [---] followers, [--] engagements "🚨 Mythbusting time Some folks claim Fluence Energy $FLNC is just assembling Chinese-made batteries 🔋. @junkbondinvest Lets break down why thats not true with facts memes and manufacturing receipts. Buckle up 👇" [X Link](https://x.com/victor_privin/status/1913004778868682767) 2025-04-17T23:00Z [---] followers, [---] engagements "5/ Meanwhile $FLNC s main battery supplier AESC is already producing in Tennessee 🔋 Upgraded 530Ah cells Exclusive access through [----] Negotiating a 3rd production line Not off-the-shelf stuff they're investing for control" [X Link](https://x.com/victor_privin/status/1913004793053802685) 2025-04-17T23:00Z [---] followers, [---] engagements "6/ Critics say Fluence just boxes Chinese batteries. Lets talk about that take 👇 🔗 Heres what it misses: ✅ Local production ✅ Custom cell upgrades ✅ Supply chain moat ✅ IRA eligibility Basically way more than a wrench and a warehouse 🧰 https://www.junkbondinvestor.com/p/fluence-energy-flnc-a-clean-energy https://www.junkbondinvestor.com/p/fluence-energy-flnc-a-clean-energy" [X Link](https://x.com/victor_privin/status/1913004795432226847) 2025-04-17T23:00Z [---] followers, [---] engagements "11/ TL;DR: Claim: $FLNC is just a glorified assembler. Reality: They're executing a multi-state manufacturing play with long-term moat-building. 🧰🔋= Strategic manufacturing not screwdriver theater" [X Link](https://x.com/victor_privin/status/1913004808702697897) 2025-04-17T23:01Z [---] followers, [---] engagements "12/ Bonus round: Fluence is already offering 100% non-Chinese compliant systems. 💼 Thats not common its a moat 🏰 in a trade war world" [X Link](https://x.com/victor_privin/status/1913004810221068529) 2025-04-17T23:01Z [--] followers, [--] engagements "@zarathustra5150 @ad0rnai Would you go against Elliott Investment Management Starboard Value and Anson Funds All three activist investors have taken significant stakes in Match Group and are actively pushing for changes to enhance shareholder value" [X Link](https://x.com/victor_privin/status/1913671800795660442) 2025-04-19T19:11Z [---] followers, [--] engagements "🧵Heres why I recently bought $FLNC despite the noise: lawsuits delays and price swings. Contrarian Yes. $FLNC is a misunderstood picks & shovels play on the energy transition and I think its being priced like its going bankrupt. Its not. Here's the full thesis" [X Link](https://x.com/victor_privin/status/1914117456785711358) 2025-04-21T00:42Z [---] followers, [---] engagements "1/ 📉 The setup: $FLNC is down 70% from highs. The stock collapsed after: 🔍 SEC investigation 🔥 lawsuit from Siemens affiliate 📉 49% revenue drop in Q1 FY25 👎 Guidance cut by $600M Sentiment is wrecked. But is the business Lets look deeper 🧠" [X Link](https://x.com/victor_privin/status/1914117458492870925) 2025-04-21T00:42Z [---] followers, [---] engagements "2/ 🔌 What Fluence actually does: Utility-scale battery energy storage Grid-connected hardware + software Project engineering + operational services AI software for energy dispatch & asset management Its not just batteries 🔋 its infrastructure" [X Link](https://x.com/victor_privin/status/1914117460233797877) 2025-04-21T00:42Z [---] followers, [---] engagements "6/ ⚡ Structural tailwinds: Battery costs down 90% since [----] AI/data center demand surging Coal retirements = more storage Renewables need smoothing Grid resiliency = non-negotiable Storage = critical infrastructure" [X Link](https://x.com/victor_privin/status/1914117468982747586) 2025-04-21T00:42Z [---] followers, [--] engagements "7/ 🏛 Policy tailwinds: The IRA unlocked this market: 30% ITC for standalone batteries Up to 70% w/ domestic content + energy community bonuses Long-term subsidy visibility Fluence is one of the few fully IRA-compliant integrators" [X Link](https://x.com/victor_privin/status/1914117471339962562) 2025-04-21T00:42Z [---] followers, [--] engagements "8/ 📦 Why Fluence wins under IRA: U.S. manufacturing (Utah + Tennessee) Avoids China tariffs Meets domestic content rules Customers qualify for extra 10% ITC Policy short-term bump. Its a structural moat" [X Link](https://x.com/victor_privin/status/1914117473881764283) 2025-04-21T00:42Z [---] followers, [--] engagements "12/ 📉 So why is the stock wrecked Because news flow is ugly: Insider lawsuits SEC sniffing around Delayed projects Slashed guidance But none of it is existential" [X Link](https://x.com/victor_privin/status/1914117484203880646) 2025-04-21T00:42Z [---] followers, [--] engagements "13/ 💼 Legal overview: Siemens affiliate sued for $25M Fluence counterclaimed $37M Single-project IP dispute SEC probe ongoing no findings Risk Yes. Death spiral No" [X Link](https://x.com/victor_privin/status/1914117485936120166) 2025-04-21T00:42Z [---] followers, [--] engagements "21/ 💰 Valuation check: Market cap: $670M FY25 Revenue: $3.1B EV/Revenue: 0.14x (ridiculous) For a profitable policy-levered infra company with software optionality. $FLNC" [X Link](https://x.com/victor_privin/status/1914117501367050243) 2025-04-21T00:42Z [---] followers, [---] engagements "22/ 📉 Short interest spiked Blue Orca report Governance criticisms Siemens conflict headline But no fraud. No accounting issues. Just messiness" [X Link](https://x.com/victor_privin/status/1914117503044800998) 2025-04-21T00:42Z [---] followers, [---] engagements "23/ ⚠ Bear case: Lawsuits Tesla competition SEC sniffing around Execution risk Short thesis 👇 All true. But all priced in. https://www.blueorcacapital.com/wp-content/themes/swyft-child/pdfjs/web/viewer.htmlfile=https%3A%2F%2Fwww.blueorcacapital.com%2Fwp-content%2Fuploads%2F2024%2F12%2Fblue-orca-short-fluence-energy-inc-nasdaq-flnc.pdf https://www.blueorcacapital.com/wp-content/themes/swyft-child/pdfjs/web/viewer.htmlfile=https%3A%2F%2Fwww.blueorcacapital.com%2Fwp-content%2Fuploads%2F2024%2F12%2Fblue-orca-short-fluence-energy-inc-nasdaq-flnc.pdf" [X Link](https://x.com/victor_privin/status/1914117504688873704) 2025-04-21T00:42Z [---] followers, [---] engagements "32/ 🧠 Risk #3: Supply chain Cells from Envision AESC (Tennessee) Modules assembled in Utah Avoids China tariffs IRA-qualified This is real resilience" [X Link](https://x.com/victor_privin/status/1914120563494211845) 2025-04-21T00:54Z [---] followers, [--] engagements "33/ 🧠 Risk #4: Legal noise Yes its noisy. But no fraud no accounting restatement no insolvency risk. Insiders are buying through it. That says more than press releases" [X Link](https://x.com/victor_privin/status/1914120566140699127) 2025-04-21T00:54Z [---] followers, [--] engagements "1/ ⚡ Massive blackout today in Spain & Portugal exposed a major weakness in modern grids. When [--] GW dropped in seconds the system collapsed. Renewables alone can't guarantee stability. Enter energy storage. $FLNC 🧵" [X Link](https://x.com/victor_privin/status/1916995897218510895) 2025-04-28T23:20Z [---] followers, [---] engagements "6/ 📈 After todays chaos expect: 🔵 New policies mandating more grid storage 🔵 Utilities (like Iberdrola $IBE) seeking Ultrastack-like solutions 🔵 Bigger opportunities for Fluence ( $FLNC ) and peers Grid resilience just became mainstream. 🌎" [X Link](https://x.com/victor_privin/status/1916995906567622760) 2025-04-28T23:20Z [---] followers, [---] engagements "7/ 💬 TLDR: Today was a wake-up call for Europes energy transition. Storage isnt optional anymore its essential. Fluences Ultrastack is exactly the solution modern grids need. Stay tuned. 👀⚡" [X Link](https://x.com/victor_privin/status/1916995908576698814) 2025-04-28T23:20Z [---] followers, [--] engagements "1/ Big announcement 📣 $FSLR plunged 12% after hours 📉 They slashed [----] sales & profit forecasts blaming new U.S. tariffs on solar imports from Southeast Asia 🚫☀ Heres what I did with $NXT in the pre-market and whats on my radar now 🧵" [X Link](https://x.com/victor_privin/status/1917622676895719525) 2025-04-30T16:50Z [---] followers, [---] engagements "2/ Why the drop The U.S. slapped fresh tariffs on solar components from India Malaysia and Vietnam all key to $FSLR s supply chain. Result: rising costs supply chain drama and murky [----] guidance ⚠🛑" [X Link](https://x.com/victor_privin/status/1917622680255357118) 2025-04-30T16:50Z [---] followers, [--] engagements "3/ In response $FSLR is scrambling to rethink its global supply chain. 🏭🔄 But shifting production takes time capital and coordination and rarely goes smoothly under pressure. This isnt bullish near-term. Going lower. 📉" [X Link](https://x.com/victor_privin/status/1917622683300176142) 2025-04-30T16:50Z [---] followers, [----] engagements "4/ Now lets talk $NXT. I held $NXT for [--] full quarters with a well-formed thesis: They build solar tracking systems smart infrastructure that rotates panels to follow the sun ☀⚙ Its not panel manufacturing. Its higher-value hardware + software" [X Link](https://x.com/victor_privin/status/1917622686190075906) 2025-04-30T16:50Z [---] followers, [--] engagements "5/ Why I liked it: ✅ Strong U.S. exposure (73% of revenue) ✅ Clean execution [--] straight quarters of growth ✅ Resilient model with growing backlog ✅ No direct tariff impact reported (yet) ✅ Attractive multiples But" [X Link](https://x.com/victor_privin/status/1917622688987689124) 2025-04-30T16:50Z [---] followers, [--] engagements "6/ Tariffs still ripple through the solar ecosystem. And while $NXT is less exposed than $FSLR no ones totally immune in a globalized supply chain 🌐 So" [X Link](https://x.com/victor_privin/status/1917622692032676144) 2025-04-30T16:50Z [---] followers, [--] engagements "7/ In the pre-market I exited my $NXT position 💰🕣 Took profits after a solid run. Still like the business but the risk/reward is no longer as compelling. 💔 Time to reallocate into cleaner higher-conviction ideas. 💡" [X Link](https://x.com/victor_privin/status/1917622694733885588) 2025-04-30T16:50Z [---] followers, [--] engagements "8/ Current portfolio 💼: $FLNC ⚡ (grid-scale energy + software moat) $NBIS 🧠 (Nebius still early-stage digging deeper) $RIG 🌊 (deepwater energy rebound) $FMC 🌱 (ag chem contrarian with optionality) All with misunderstood narratives and asymmetric upside" [X Link](https://x.com/victor_privin/status/1917622698009846008) 2025-04-30T16:50Z [---] followers, [---] engagements "9/ On the research radar 🔍: $HUMBLE.ST 🍫 (Humble Group Swedish CPG roll-up in health & nutrition) $OSCR 🏥 (tech-native health insurer) $NRP ⛏ (mining + royalty cash flow beast) $CPNG 📦 (Koreas Amazon w/logistics moat) More deep dives coming soon 🔜" [X Link](https://x.com/victor_privin/status/1917622701138628965) 2025-04-30T16:50Z [---] followers, [---] engagements "3/ 🔍 Why it matters: $FLNC stock is down bad. Guidance was cut. The market has doubts. The majority owner just said Fluence is significantly undervalued but theyre not buying more. They know what they own and are holding tight.📉➡📈" [X Link](https://x.com/victor_privin/status/1918413831870791782) 2025-05-02T21:14Z [---] followers, [---] engagements "4/ New win in Finland: Just this week Fluence was selected to deliver a 55MW/110MWh grid-forming BESS project in Finland for investor NTR. It will support frequency regulation grid balancing and energy shifting. https://www.energy-storage.news/fluence-to-provide-bess-for-ntr-grid-forming-finland-project/ https://www.energy-storage.news/fluence-to-provide-bess-for-ntr-grid-forming-finland-project/" [X Link](https://x.com/victor_privin/status/1918413833665745051) 2025-05-02T21:14Z [---] followers, [--] engagements "5/ 📊 And dont forget: Fluence still has a $5.1B backlog. Its one of the most proven players in grid-scale storage. And its backed by giants like AES and Siemens. ⚡" [X Link](https://x.com/victor_privin/status/1918413835666333840) 2025-05-02T21:14Z [---] followers, [---] engagements "6/ ✅ Bottom line: If youre long $FLNC AES just gave you a loud and clear message: Were not going anywhere. This thing is undervalued. I'm here for it. 📈🔋" [X Link](https://x.com/victor_privin/status/1918413837675663763) 2025-05-02T21:14Z [---] followers, [---] engagements "@Nietschecapital @DastanyLFC Not even thinking of selling $FLNC. Check the research first 📄👇 then feel free to ask again. https://drive.google.com/file/d/1XbA2gSt0StNWPGGIR_SVvIPmE0MAw3nz/viewusp=sharing https://drive.google.com/file/d/1XbA2gSt0StNWPGGIR_SVvIPmE0MAw3nz/viewusp=sharing" [X Link](https://x.com/victor_privin/status/1918975121936593128) 2025-05-04T10:24Z [---] followers, [---] engagements "@doughrian @Eyal__Weiss Could be $EVO $SPOT or $EQT" [X Link](https://x.com/victor_privin/status/1919131294778171469) 2025-05-04T20:45Z [---] followers, [---] engagements "@Nietschecapital $FLNC mkt cap is $635M after hours. Cash: $607M Inventory: $550M Backlog: $4.9B FY25 rev guide: $2.7B (95% covered) Debt: $380M Liquidity: $1B+ This isnt a bankruptcy case. Im not selling" [X Link](https://x.com/victor_privin/status/1920238447601594789) 2025-05-07T22:04Z [---] followers, [---] engagements "4/ To be successful you cant do what everyone else is doing 🧭 You cant do the same things others do and expect to outperform. Thats not opinion. Its arithmetic ➗" [X Link](https://x.com/victor_privin/status/1920444359863943240) 2025-05-08T11:43Z [---] followers, [--] engagements "5/ The market rewards discomfort 😣 The best opportunities feel awful: Bad news everywhere 🗞 Ugly charts 📉 Zero consensus 🙅♂ But thats exactly why theyre undervalued" [X Link](https://x.com/victor_privin/status/1920444361432596938) 2025-05-08T11:43Z [---] followers, [--] engagements "@DastanyLFC Mr. Market is doing what he does best: testing conviction and transferring wealth from the impatient to the patient. He is separating tourists from owners. $FLNC" [X Link](https://x.com/victor_privin/status/1920483488270000480) 2025-05-08T14:18Z [---] followers, [---] engagements "@fredwhitridge AESC is a Japanese-founded battery manufacturer originally a JV between Nissan NEC and Tokin. It was acquired by Envision Group which is Chinese but AESC itself operates independently and the Tennessee plant (in Smyrna) is based in" [X Link](https://x.com/victor_privin/status/1920540907272647004) 2025-05-08T18:06Z [---] followers, [--] engagements "@fredwhitridge You appear to conflate ownership with manufacturing origina common but critical mistake in supply chain discussions. AESCs HQ is in Japan and the Tennessee cells are manufactured in the U.S. regardless of Envisions Chinese ownership. $FLNC" [X Link](https://x.com/victor_privin/status/1920541273338843521) 2025-05-08T18:08Z [---] followers, [---] engagements "@JimmyButlerCap $FLNC" [X Link](https://x.com/victor_privin/status/1920566471664566521) 2025-05-08T19:48Z [---] followers, [---] engagements "U.S. tariffs on Chinese batteries will hit 173% by [----]. $FLNC already ships 100% non-Chinese BESS via U.S. cell supply Utah assembly & local electronics. As tariffs bite Fluence is positioned to gain share from Chinese-import-heavy rivals like $TSLA = CATL equipment" [X Link](https://x.com/victor_privin/status/1920616810841362688) 2025-05-08T23:08Z [---] followers, [----] engagements "$FLNC is building a full-stack U.S. supply chain from cells to inverters. [--] domestic facilities. [----] American jobs. As tariffs rise on Chinese batteries Fluence stands apart: local compliant and ready to scale" [X Link](https://x.com/victor_privin/status/1920619426161848489) 2025-05-08T23:18Z [---] followers, [---] engagements "1/ ⚡ Big shift incoming in energy ⚡ Fluence $FLNC just reminded everyone why batteries arent just complementarytheyre competitive. Heres what they said & what it means for the future of power 🧵" [X Link](https://x.com/victor_privin/status/1921240431309783500) 2025-05-10T16:26Z [---] followers, [---] engagements "🚨 House GOP proposes phasing out 45Y IRA tax creditshitting wind solar nuclear & more. But the phase-out wouldnt start until 2029plenty of time & political risk before then. $FLNC rallies as its U.S. supply chain aligns with domestic incentives" [X Link](https://x.com/victor_privin/status/1922321521030156391) 2025-05-13T16:02Z [---] followers, [---] engagements "Dedicated to all the MAGA crowdand the ultra-left who shun the stock marketwho missed out on clean energy gains this year. $ICLN +10.43% YTD" [X Link](https://x.com/victor_privin/status/1922579004428534268) 2025-05-14T09:05Z [---] followers, [---] engagements "2/ Look closely: 🏗 Offshore wind: [------] tons/GW ☢ Nuclear: 600000+ tons/GW ☀ Solar PV: [------] tons/GW 🔋 LFP battery storage Barely a blip. Lowest material intensity per GW. Thats a big deal" [X Link](https://x.com/victor_privin/status/1923067626986541199) 2025-05-15T17:27Z [---] followers, [---] engagements "3/ Why it matters: 🔧 Materials = cost + risk Less dependency on steel copper aluminum and rare earths = faster cheaper more resilient deployment. Exactly what Fluence Energy is building" [X Link](https://x.com/victor_privin/status/1923067629431873667) 2025-05-15T17:27Z [---] followers, [---] engagements "🧵 Why I bought $RIG: the deepwater comeback story 🌊🛢 A full breakdown of the bull thesis on Transocean (RIG). Lets dive in 👇" [X Link](https://x.com/victor_privin/status/1923542897938305343) 2025-05-17T00:55Z [---] followers, [----] engagements "1/ The world still runs on oil. But the big long-life barrels aren't coming from shale anymore. They're coming from 🌎 deepwater: Brazil Guyana Gulf of Mexico 🌍 West Africa" [X Link](https://x.com/victor_privin/status/1923542901566353675) 2025-05-17T00:55Z [---] followers, [---] engagements "6/ $RIG owns the most relevant fleet in the game: [--] drillships [--] harsh-environment semis [--] total floaters" [X Link](https://x.com/victor_privin/status/1923542918876352588) 2025-05-17T00:55Z [---] followers, [---] engagements "7/ Other players like $VAL $NE and $SDRL have solid fleets But none match $RIG s exposure to the scarce high-dayrate segment" [X Link](https://x.com/victor_privin/status/1923542921833325020) 2025-05-17T00:55Z [---] followers, [---] engagements "8/ Drillships = the workhorses of deepwater oil. 🛢 Operate at 30003600m. And earn the biggest contracts. Thats RIGs specialty 🚢⚓" [X Link](https://x.com/victor_privin/status/1923542924844741019) 2025-05-17T00:55Z [---] followers, [---] engagements "21/ But if you zoom out this is how capital cycles start. [----] collapse [--------] death spiral [--------] upcycle Were early 📈" [X Link](https://x.com/victor_privin/status/1923542966695498147) 2025-05-17T00:55Z [---] followers, [---] engagements "22/ Legendary value investor Mohnish Pabrai is buying offshore drillers. $VAL $NE Focus: Same basins. Same rigs. Same thesis" [X Link](https://x.com/victor_privin/status/1923542969056899191) 2025-05-17T00:55Z [---] followers, [---] engagements "@GabGrowth Check out: $FLNC $ENLT $RIG $BNTX $FMC" [X Link](https://x.com/victor_privin/status/1924149038925963395) 2025-05-18T17:04Z [---] followers, [---] engagements "Digging into the herbicide / pesticide / fungicide industry to understand what could catalyze a move in $FMC. Valuation looks attractive but I want to test the thesis and particularly the risk of toxicity. Full thread coming soon. 🧪🌱📉➡📈" [X Link](https://x.com/victor_privin/status/1924790432518602764) 2025-05-20T11:32Z [---] followers, [---] engagements "$FLNC Implications from $AES x $META PPA announcement ⚡📦 $AES just signed 650MW of LT solar PPAs w/ $META in the SPP market to power its data centers a major win on cost ($3943/MWh) speed-to-COD and transmission efficiency. But the second-order winner $FLNC. 🔋 AES has been a key buyer of Fluence BESS 🧠 META continues to prioritize reliability via evening-peak coverage 🌇 High-solar markets (e.g. AZ CA) increasingly require BESS to meet ELCC thresholds 📈 SPP region trending toward 42% ELCC by [--] incentivizing storage pairing As $AES executes on its 11.7GW backlog and 3.2GW '25 buildout" [X Link](https://x.com/victor_privin/status/1925307115058430065) 2025-05-21T21:46Z [---] followers, [----] engagements "🚨 The House just passed a Trump-backed bill to repeal the 30% residential solar tax credit (ITC) triggering a major selloff in $RUN $SEDG & other rooftop names. But heres the nuance 🧵👇 1/ This bill only targets residential rooftop solar not utility-scale infrastructure. 2/ Names like $FSLR $NXT $FLNC and $ENLT operate in large-scale solar + storage and remain covered by Section 45Y which stays intact ✅ 3/ 45Y offers 3050% tax credits for clean energy infra through at least [----] with no repeal in this bill. 4/ So the market is overreacting utility-scale players are not impacted and may even" [X Link](https://x.com/victor_privin/status/1925565461753659797) 2025-05-22T14:52Z [---] followers, [---] engagements "🧵 Clean Energy Tax Credit Panic: Signal vs. Noise The House just passed a bill that sent solar stocks tumbling. Headlines scream end of green energy subsidies but is this a true structural risk for players like $ENLT & $FLNC or a short-term policy panic worth leaning into Lets break it down" [X Link](https://x.com/victor_privin/status/1926297327876083758) 2025-05-24T15:20Z [---] followers, [---] engagements "2 The most critical clause: Projects must: ✅ Begin construction within [--] days of enactment ✅ Be fully operational by Dec [--] [----] Otherwise: 🚫 They receive no tax credit Thats a massive shift for utility-scale developers" [X Link](https://x.com/victor_privin/status/1926297332238160106) 2025-05-24T15:20Z [---] followers, [---] engagements "3 Why this matters for $ENLT $FLNC $FSLR $AES $XIFR $BEP $CWEN: These companies rely on long-cycle projects. It takes [----] months for a grid-scale solar or storage facility to move from planning to construction. Cutting off tax eligibility on such a tight window creates enormous execution risk" [X Link](https://x.com/victor_privin/status/1926297334423400694) 2025-05-24T15:20Z [---] followers, [---] engagements "9 Ironically this could spark a demand boom. If developers see [----] as a hard deadline theyll rush to build. Expect: Pull-forward of BESS + solar demand Labor and supply shortages Strong order books for EPCs and storage suppliers This can front-load growth into 202628" [X Link](https://x.com/victor_privin/status/1926297347694190997) 2025-05-24T15:20Z [---] followers, [---] engagements "10 So whats the play for investors If youre holding or looking at: $FLNC $ENLT $FSLR $CWEN $BEP $XIFR $AES Or utility-scale exposure in general This is a time to step back from the headlines. Yes the risk is real. But the reaction is exaggerated relative to whats politically feasible" [X Link](https://x.com/victor_privin/status/1926297349774610712) 2025-05-24T15:20Z [---] followers, [---] engagements "🧵 Nuclear is priced in here's why I exited all my positions in $URNM $CCJ and $CEG after years of holding since December 2022: I was deep in uranium before most investors even knew what an SMR was. Now that AI hype is shoving weak hands into nuclear tickers ( $OKLO $SMR $NNE ) Im out. Heres why: 🧵👇 https://x.com/victor_privin/status/1603432510284861440 https://x.com/victor_privin/status/1603432510284861440 Bought uranium equities. #uranium $CCJ $URNM https://x.com/victor_privin/status/1603432510284861440 https://x.com/victor_privin/status/1603432510284861440 Bought uranium equities." [X Link](https://x.com/victor_privin/status/1926593246152593836) 2025-05-25T10:56Z [---] followers, [----] engagements "1 Lets start with uranium. You cant make uranium in a lab. This isnt a resource we can manufacture in labs or create in CERN. Uranium came to Earth from supernovae and kilonovae collisions of neutron stars. Its rare. And its finite. Kazakhstan holds the bulkand its politically unstable. That's not a "risk." Its a structural limit" [X Link](https://x.com/victor_privin/status/1926593250556547472) 2025-05-25T10:56Z [---] followers, [---] engagements "2 Kazatomprom alone produces 23% of world uranium. Now zoom out: Over 40% of the global supply comes from Kazakhstan. Half of Kazatomprom is owned by China and entangled with Rosatom. If geopolitical tensions escalate Western fuel supply is toast. And if a trade war breaks out Good luck fueling your Western reactors. Thats not a risk. Thats a structural vulnerability. This isn't a maybe. It's baked into the supply chain" [X Link](https://x.com/victor_privin/status/1926593254956392690) 2025-05-25T10:56Z [---] followers, [---] engagements "7 Even if you build one Youre underwater for a decadeif everything goes right. (10 years to break even) Why Because you're building a megaproject to generate electricity that solar + batteries already delivercheaper and safertoday. And guess what Their cost curves are still falling. Nuclears isnt" [X Link](https://x.com/victor_privin/status/1926593279291777027) 2025-05-25T10:56Z [---] followers, [---] engagements "8 The "renaissance" is already priced in. Look at the 3-year charts of $URNM $CCJ and $CEG. The real trade was [--------] when I had conviction. The rest is hype-chasing. Youre buying at 3x multiples hoping for a government subsidy to bail you out. Good luck ✌" [X Link](https://x.com/victor_privin/status/1926593283020423570) 2025-05-25T10:56Z [---] followers, [---] engagements "15 Nuclear isnt scalable. Its subsidized tradition. The duck curve is being flattened by batteries. The base load is getting replaced. Nuclear is legacy tech propped up by regulation not demand" [X Link](https://x.com/victor_privin/status/1926593321176125671) 2025-05-25T10:56Z [---] followers, [---] engagements "16 What's left 📉 High costs 📉 Long timelines 📉 Risky inputs 📉 No earnings for a decade 📉 Global dependency Nuclear stocks are rotating into meme hype. This isnt a renaissance. Its a rerun of Enron" [X Link](https://x.com/victor_privin/status/1926593324984500579) 2025-05-25T10:56Z [---] followers, [---] engagements "✅ Dominion Energy $D is collaborating with Commonwealth Fusion Systems (CFS) on the first planned commercial fusion plant in Virginia (ARC project). CFS will build it; Dominion provides land access and technical support. Other private leaders in fusion: Helion Energy (contract with Microsoft) Proxima Fusion (Germany stellarator-based) Tokamak Energy (UK spherical tokamaks) None of these are public yet but fusion is moving fast" [X Link](https://x.com/victor_privin/status/1926614425265385668) 2025-05-25T12:20Z [---] followers, [--] engagements "Yes Cameco ($CCJ) owns 49% of Inkai a major uranium operation in Kazakhstan (Kazatomprom holds the other 51%). So a significant portion of CCJs production is exposed to Kazakh risk both geopolitical and logistical. In fact Inkai contributed 40% of Camecos total production volume in recent years. This is exactly why CCJ isnt insulated from supply shocks. If a trade disruption hits Kazakhstan even Western miners like CCJ will feel it" [X Link](https://x.com/victor_privin/status/1926742991298769361) 2025-05-25T20:51Z [---] followers, [--] engagements "🧵 Why I'm long FMC Corporation $FMC : a contrarian deep-dive into a misunderstood agricultural innovator facing temporary headwinds. 🌾📊" [X Link](https://x.com/victor_privin/status/1934782550448259414) 2025-06-17T01:18Z [---] followers, [---] engagements "1/ 🌱 Snapshot: $FMC is a global leader in crop protection offering: 🐜 Insecticides: 56% (Diamides e.g. Rynaxypyr) 🌿 Herbicides: 30% (Authority historically paraquat distribution) 🍄 Fungicides: 8% (Rapidly expanding via novel active ingredients) Despite recent market challenges its fundamental strengths remain overlooked. 📈" [X Link](https://x.com/victor_privin/status/1934782553832947985) 2025-06-17T01:18Z [---] followers, [--] engagements "2/ 📉 Temporary Troubles: [----] was toughinventory destocking across the ag industry led to weak sales ($4.25B revenue) compounded by drought impacts in key markets like Brazil. The stock is down 14% YTD reflecting skepticism about recovery. 🛑 $FMC stock currently trades at $42 significantly off recent highs reflecting market concerns around those inventory levels macro volatility and regulatory headwinds. However these concerns seem largely priced in offering an attractive entry point" [X Link](https://x.com/victor_privin/status/1934782557842726989) 2025-06-17T01:18Z [---] followers, [---] engagements "3/ 🚩 Recent Performance (2024): Revenue: $4.25 billion (down 5% YoY) Adjusted EBITDA: $903 million (margin at 21%) Earnings per diluted share: $3.48 (down 8% YoY) Despite headwinds FMC maintained strong profitability" [X Link](https://x.com/victor_privin/status/1934782562926309822) 2025-06-17T01:18Z [---] followers, [---] engagements "4/ 🔍 Market Mispricing: Trading at 1.1x sales vs. peers like Corteva (2.7x) FMCs valuation doesn't reflect its innovative pipeline margin recovery and strategic pivot to biologicals. Undervalued broken. 💡 Crop protection is essential for global agriculture. FMC competes directly with giants like like Bayer BASF Corteva ADAMA and UPL yet uniquely focuses solely on chemicalsenabling dedicated R&D investments (6-7% of sales) into novel patented technologies. FMC exclusively invests in differentiated patented productsno commoditized seed business distractions" [X Link](https://x.com/victor_privin/status/1934782567133151536) 2025-06-17T01:18Z [---] followers, [---] engagements "6/ 💼 Insider Confidence: Strong Signal 🚨 CEO Pierre Brondeau personally acquired $1.94 million of FMC stock near recent lows ($35$38 range) alongside other insiders totaling $2.36 million. Insiders are buying aggressively signaling deep conviction in FMCs rebound. 🧠💰" [X Link](https://x.com/victor_privin/status/1934782575840776472) 2025-06-17T01:18Z [---] followers, [--] engagements "7/ 🚀 Near-Term Catalysts: Fluindapyr (fungicide) Rollout: Already successful in Latin America & Asia with an imminent U.S. expansion via Corteva partnership for corn/soybeans by [----]. Targets major diseases like tar spotaddressing massive markets (95M acres corn 80M soybean). 🌽🛡 Dodhylex Approval: First new herbicide mode-of-action in [--] years targeting resistant weeds; 35% of global rice acreage initially expansion potential into corn soybeans and sugarcane markets. With a novel mode of action (Group 28) approved in the Philippines broader regulatory approvals are underway with a major" [X Link](https://x.com/victor_privin/status/1934782580064235691) 2025-06-17T01:18Z [---] followers, [---] engagements "10/ 💰 Financial Targets and Margin Expansion: FMC projects EBITDA recovery: from $900M (2025) to $1.2B by [----]. EPS growth forecasted at 41.3% by [----]. Resilient Margins: Despite recent headwinds FMC maintains solid margins (22% EBITDA in tough 2024). Margins projected to rebound to 23%+ by [----]. Margin drivers: Premium product mix cost efficiency ($165M savings achieved in 2023) operational leverage as volume rebounds. Improving margins and robust cash flow generation capabilities providing capacity for further strategic investments. Share Buybacks: FMCs strong free cash flow ($300M" [X Link](https://x.com/victor_privin/status/1934782594026971381) 2025-06-17T01:18Z [---] followers, [--] engagements "11/ ⚖ Financial Health & Valuation FMC trades at just 1.1x sales vs. Cortevas 2.7x or Bayer [---] reflecting current pessimism. 💵 R&D Pipeline: FMC boasts one of the industrys strongest R&D pipelines with 20+ active ingredients in discovery and development focused on novel modes of action essential for long-term differentiation and margin protection. 🔬 Competitor Dynamics: FMC maintains superior profitability metrics with a ROIC of 10% significantly above peers like Corteva (4.96%) and Bayer (3.65%). Robust return on invested capital reflecting strong capital allocation and profitability" [X Link](https://x.com/victor_privin/status/1934782598594617679) 2025-06-17T01:18Z [---] followers, [--] engagements "12/ 🌍 Global Footprint: Balanced geographic exposureAmericas (60%) EMEA (20%) Asia (20%). Diversification helps absorb regional disruptions (FX volatility local regulatory changes). FMCs pipeline products like Dodhylex and fluindapyr uniquely positioned to capture demand in key emerging markets. Expansion into high-growth markets (India Southeast Asia Africa Eastern Europe) leveraging locally adapted solutions (Dodhylex for rice) provides a significant untapped revenue upside and offer long-term growth.📈 Geopolitical Tailwinds: Ongoing geopolitical instability (e.g. Middle East conflicts" [X Link](https://x.com/victor_privin/status/1934782603539693957) 2025-06-17T01:18Z [---] followers, [--] engagements "14/ 🎯 Valuation & Timing: FMC is meaningfully undervalued. Analysts like Jefferies and KeyBanc reaffirmed targets of $4951 while the stock trades at a deep discount due to temporary pressuresinventory destocking cautious guidance and litigation noise. 📉 But these are cyclical not structural. Insider buying and financial discipline reinforce managements confidence. The setup is classic contrarian: enter before the rebound. Timing matters. 📈 Catalysts are in place: Inventory normalization (late 2024) Dodhylex launch + Fluindapyr scale-up Isoflex (2027) Biologicals ($2B goal by 2033)" [X Link](https://x.com/victor_privin/status/1934782611693396089) 2025-06-17T01:18Z [---] followers, [---] engagements "15/ 🧠 Investment Case: FMC is a high-conviction contrarian play: ✅ Temporary issues hiding strong fundamentals ✅ Rich pipeline with IP protection ✅ ESG-aligned growth attracts institutional capital ✅ Dividend yield + buyback flexibility = downside cushion 💵 Execution risk remains (product launches regulatory approvals) but the upside case is clear: a rerating fueled by normalized earnings margin recovery and demand for sustainable ag chemistries. Im long FMCnot chasing a narrative but backing a business with timing catalysts and valuation on its side. Lets track the rebound. 🌾🚀" [X Link](https://x.com/victor_privin/status/1934782616076472424) 2025-06-17T01:18Z [---] followers, [----] engagements "@DyrWrn Yes they're real. Perestroika ASTransoceans largest shareholderhas made multiple large open-market buys in round lots. These aren't symbolic; they're strong signals of insider conviction" [X Link](https://x.com/victor_privin/status/1938697519690592402) 2025-06-27T20:34Z [---] followers, [--] engagements "🧵 Why Im long ADTRAN Holdings $ADTN 📶: A deeply undervalued misunderstood fiber-optic pure-play positioned at the heart of global infrastructure 5G and AI data transport. Heres the full [--] year thesis. 🌐📡" [X Link](https://x.com/victor_privin/status/1940107825537290569) 2025-07-01T17:58Z [---] followers, [---] engagements "1/ 📡 Snapshot What is $ADTN ADTRAN Holdings ($ADTN) is a global telecom infrastructure provider with a vertically integrated fiber networking portfolio: Fiber Access (FTTH Combo-PON) Optical Transport (metro/core DWDM) Network Synchronization (Oscilloquartz for 5G/utilities) Software Automation (Mosaic One SDN orchestration) Post-ADVA merger its the only pure-play fiber sync software vendor worldwide. 🌎 https://www.youtube.com/watchv=2S5icFBMiuU https://www.youtube.com/watchv=kHhDoS0txRw https://www.youtube.com/watchv=iljKbYXX8tk https://www.youtube.com/watchv=CP1gXO80RM4" [X Link](https://x.com/victor_privin/status/1940107829769380125) 2025-07-01T17:58Z [---] followers, [---] engagements "23/ 💥 Risk-Reward Convexity Convex profile with visible strategic paths: Upside: $1926/share at 1.52x EV/Sales Current: $9.50/share Downside floor: $6/share book value Thats a rare combination of multiple upside pathways with well-anchored downside" [X Link](https://x.com/victor_privin/status/1940107919208636491) 2025-07-01T17:59Z [---] followers, [---] engagements "24/ ✅ Thesis Recap: Why Long $ADTN ADTN is a pure-play fiber sync and software infrastructure vendor with: Durable moats (Oscilloquartz Mosaic) Dual exposure to U.S. and EMEA infrastructure cycles Strong FCF and operational inflection Massive underappreciation by public markets 📈 Im long $ADTN. The market is late you dont have to be. https://www.youtube.com/watchv=dRkMHDwbFJ8 https://www.youtube.com/watchv=dRkMHDwbFJ8" [X Link](https://x.com/victor_privin/status/1940107921989206112) 2025-07-01T17:59Z [---] followers, [---] engagements "🔁 Reposting this with some hindsight. Know what you own and know why you own it. Peter Lynch This wasnt about proving anyone wrong it was about understanding the fundamentals and trusting the work. Still early days but the direction matters. $FLNC 🔋 Not here to dunk on anyone but @junkbondinvest short thesis missed the forest for the trees. This was never just a battery assembler. Still holding. Still early. 🚨 Mythbusting time Some folks claim Fluence Energy $FLNC is just assembling Chinese-made batteries 🔋. @junkbondinvest Lets break down why thats not true with facts memes and" [X Link](https://x.com/victor_privin/status/1940902938416726473) 2025-07-03T22:38Z [---] followers, [---] engagements ""Last year the European Union moved to effectively ban Chinese vendors from its member states' 5G networks. This benefits Adtran as European Union member states are transitioning their supply chains from Chinese to non-Chinese companies including Adtran which already has a strong presence in the EU particularly in Germany. Adtran has expanded into Europe over a span of several years including when in [----] Adtran bought Nokia Siemens' broadband access business based in Germany." $ADTN $ADTN - Adtran: It's Been Through A Lot But Here's How Investors Could Benefit Going Forward." [X Link](https://x.com/victor_privin/status/1940924970214855141) 2025-07-04T00:05Z [---] followers, [---] engagements "Adding to the $FLNC momentum: Fluence has been selected by AMPYR Australia for a [---] MW / [---] MWh grid-scale BESS in New South Wales AMPYRs first project to reach financial close 🔹 Full turnkey EPC + 20-year service contract 🔹 Powered by Mosaic (AI bidding) & Nispera (asset mgmt) 🔹 Uses Fluences Gridstack platform 🔹 Energization expected in [----] Fluence now has [--] BESS live in Australia with more entering operations soon. This is a strong signal: global scale software depth and long-term visibility are compounding.📈" [X Link](https://x.com/victor_privin/status/1942720951814132058) 2025-07-08T23:02Z [---] followers, [---] engagements "Yes still bullish. $FLNC has a growing presence in Europe with projects in Germany Ireland Austria and more plus strong partners like Qcells and Siemens. Local players exist but Fluences full-stack model hardware AI bidding (Mosaic) and asset management (Nispera) gives it an edge as value stacking and grid volatility accelerate. Its positioned as a key player in Europes storage ecosystem. That said Im fully aware it could retrace 30-40% in the next correction. I dont set price targets but even up to $15/share the stock appears undervalued relative to its historical median price-to-sales" [X Link](https://x.com/victor_privin/status/1943364381896773811) 2025-07-10T17:39Z [---] followers, [--] engagements "All the core metrics still check out for $CPNG. Market share logistics moat WOW subscriber base margin & cash flow improvements healthy balance sheet and undemanding valuationall supportive. Tech indicators are showing strong buy. Not invested personally in the above companies but CPNG is still on my watchlist among them" [X Link](https://x.com/victor_privin/status/1945595166288744593) 2025-07-16T21:23Z [---] followers, [--] engagements "Last week I attended a BioNTech $BNTX conference at my university and it left a mark. One trial in particular stood out: Autogene cevumeran a personalized mRNA vaccine targeting neoantigens in resected pancreatic cancer (PDAC). Presented by Balachandran et al. (AACR [----] CT025) and published by Rojas et al. in Nature (2023) this study may be a glimpse into the future of immuno-oncology. 🧬 The concept: Each patient gets a bespoke mRNA vaccine tailored to the unique mutations in their tumor. 💥 The result: 50% of patients mounted neoantigen-specific de novo T-cell responses. 🤯 Those who" [X Link](https://x.com/victor_privin/status/1945605515490328690) 2025-07-16T22:04Z [---] followers, [---] engagements "The up to 70% tax credit under the Inflation Reduction Act (IRA) is accurate when stacking the available incentives: ✅ 30% base ITC for standalone energy storage ➕ +10% for meeting domestic content requirements ➕ +10% for siting in energy communities ➕ +1020% for qualifying low-income projects Up to 70% total depending on project eligibility. So yes 70% is possible but 40% is already realistic today if you meet labor and domestic content requirements. From the U.S. EPA: The ITC now includes standalone storage technologies (e.g. batteries) with a minimum capacity of [--] kWh. The base credit is" [X Link](https://x.com/victor_privin/status/1945813809404215302) 2025-07-17T11:52Z [---] followers, [--] engagements "Youre missing $FLNC (Fluence Energy) arguably the most direct beneficiary of this policy shift. Fluence is chemistry-agnostic and already working to onshore its supply chain including battery packs assembled in the U.S way more scalable than EOSE. As Chinese lithium-ion components face steep tariffs Fluence can leverage U.S. IRA incentives and local partners to gain share in grid-scale storage. Theyre also expanding non-lithium alternatives further insulating them from Chinese material dependence. Unlike startups Fluence is already cash-flow positive with a massive project backlog and" [X Link](https://x.com/victor_privin/status/1945915395149377802) 2025-07-17T18:35Z [---] followers, [----] engagements "Youre assuming Fluence builds its own chemistries it doesnt. Cell supply is handled by AESC (Envision) which already operates a major Li-ion gigafactory in Kentucky with plans to expand. Unlike $EOSE which is betting the house on zinc hybrid cathode tech Fluence is chemistry-agnostic and scales with proven tech primarily LFP (LiFePO4) today with 20+ GWh deployed globally. Now lets talk about $EOSE: 🧪 Zinc is: 🧨 Unproven at scale 🔋 Low energy density 🏭 Manufacturing-intensive (stacking sealing thick electrodes) 🚫 Not cost-effective without massive subsidies 💸 $EOSE has burned through" [X Link](https://x.com/victor_privin/status/1945919442954989615) 2025-07-17T18:52Z [---] followers, [---] engagements "AESC is not blacklisted theyre not Chinese-owned but Japanese (formerly Nissan). Envision AESC has active IRA legal counsel and is working with the DOE to clarify status. Other IRA-eligible companies (e.g. Hanwha Qcells) went through similar delays and resumed with guidance. More importantly: Fluence is not betting its supply chain on any single supplier. AESC is just one leg of a multi-supplier modular stackable setup" [X Link](https://x.com/victor_privin/status/1945920822415065245) 2025-07-17T18:57Z [---] followers, [---] engagements "Youre half right scaling is hard and tariffs are painful. But thats exactly why Fluence stands out. ⚙ This isnt a plan on paper. Fluence already: 🏗 Runs [--] U.S. facilities 🔌 Has [--] GWh deployed globally 💰 Books billions in utility-scale contracts 📈 Guides to GAAP profit by FY26 Compare that to others: $EOSE Still proving Gen [--]. $SLDP Still sampling. $QS Still promising. Yes localization takes time but Fluence is already executing while others are writing white papers and raising dilutive capital. And the tariffs They hurt everyone but only a few have: ✅ Domestic integration ✅ Software" [X Link](https://x.com/victor_privin/status/1945922221962121357) 2025-07-17T19:03Z [---] followers, [--] engagements "@primedcapital @insightfulproj How do these facts sit with you @KevinFi69594692 @StockSavvyShay You are the one that is way behind 👇 @KevinFi69594692 @StockSavvyShay You are the one that is way behind 👇" [X Link](https://x.com/victor_privin/status/1945948683133952300) 2025-07-17T20:48Z [---] followers, [---] engagements "Ah yes the classic $15B pipeline flex just ignore that 95% of it is non-binding grant-contingent vaporware. Meanwhile $FLNC is doing the thing $EOSE only tweets about: 🔥 Deals just in the last [--] days: Signed with Verbund (Austrias largest utility) Closed major grid-scale deal in Finland Expanding operations in Melbourne to meet APAC demand 🤝 Powering Metas datacenters via AES with Fluence storage Thats not pipeline thats signed scaling integrated. Now stack that on top of: 🔹 $4.2B firm backlog 🔹 20+ GWh deployed 🔹 Tier [--] clients (PG&E Dominion AES) 🔹 High-margin software biz (Fluence" [X Link](https://x.com/victor_privin/status/1945974933232005378) 2025-07-17T22:32Z [---] followers, [---] engagements "True a lot of upstream materials (like graphite cathodes etc.) still come from China or are refined there. But the cells themselves are assembled in Tennessee by Envision AESC which qualifies under USMCA/IRA rules. So its not a Chinese battery by industry or regulatory standards" [X Link](https://x.com/victor_privin/status/1946246631906803902) 2025-07-18T16:32Z [---] followers, [---] engagements "And the inverter Also not Chinese. For U.S. projects Fluence sources from SMA (Germany) Power Electronics (Spain) and other IRA-compliant suppliers. They dropped Huawei and Sungrow years ago. Some internal components may be globally sourced but the system like the batteries meets domestic content rules" [X Link](https://x.com/victor_privin/status/1946247098716045482) 2025-07-18T16:34Z [---] followers, [---] engagements "When I first bought ICLN the whole basket looked very attractive from a diversification and valuation standpoint. I was particularly interested in names like Nextracker (NXT) which I had previously in my portfolio and First Solar (FSLR)both are well-positioned in the solar hardware space. Beyond the U.S. I found the exposure to China Yangtze Power Chubu Electric Power Iberdrola and SSE plc especially appealing. These are large stable utilities with substantial renewable portfolios and they offer geographic and regulatory diversification I couldnt easily get through my broker. So for me ICLN" [X Link](https://x.com/victor_privin/status/1946656455844659325) 2025-07-19T19:40Z [---] followers, [--] engagements "@hiteshkar If they hit 2530% CAGR Id expect $300350M ARR in [--] years. Upside scenario with faster global rollout + upsell = $400500M. Softwares already high-margin (70%) so its the real multiple expander long term" [X Link](https://x.com/victor_privin/status/1946900481449644313) 2025-07-20T11:50Z [---] followers, [--] engagements "True graphite tariffs sting near term but likely not structural. AESC can requalify non-Chinese suppliers (POSCO Syrah Novonix) within a year. With graphite at 5% of costs and IRA incentives in play Fluence should manage the transition by [----] without long-term margin damage (6-18 months range issue)" [X Link](https://x.com/victor_privin/status/1947230199201894599) 2025-07-21T09:40Z [---] followers, [---] engagements "@SharogradskyM @rubicon59 Great take on $OCC totally agree on the asymmetric setup. Curious if youve looked at $ADTN lately Different profile but similar fiber exposure with upside from BEAD + ADVA. Also would love your thoughts on $COMM big legacy player but that debt load looks toxic" [X Link](https://x.com/victor_privin/status/1947312079213412760) 2025-07-21T15:05Z [---] followers, [---] engagements "Coking coal 🚀 +8% today after China rumors: Gov may inspect mines across [--] provinces spooking supply 🧱 Demand jumping as Beijing greenlights mega steel projects (e.g. Tibetan hydro dam = +36M tons steel) Its a perfect storm and $HCC gets paid. 🪨📈" [X Link](https://x.com/victor_privin/status/1947658087768461554) 2025-07-22T14:00Z [---] followers, [---] engagements "Michael Saylor is the Jesus Christ of crypto. He took out leverage bought the digital cross (aka [------] BTC) and promised to save us all. If he falls the whole market pays for our sins: liquidations margin calls and the second coming of fiat. $MSTR isnt a company its the Vatican on-chain. And hes not just hodling hes carrying our bags to salvation. 🙏📉✝ 👇 Counting the days until the Day of Resurrection Not for spiritual glory just to short the 2% on Polymarket and remind Saylor hes not the only one carrying a cross. ✝📉" [X Link](https://x.com/victor_privin/status/1947678641909076210) 2025-07-22T15:22Z [---] followers, [---] engagements "The best joke of the year. $FLNC @JimmyButlerCap $FLNC https://t.co/VnEEcmAgYc @JimmyButlerCap $FLNC https://t.co/VnEEcmAgYc" [X Link](https://x.com/victor_privin/status/1947754654923649404) 2025-07-22T20:24Z [---] followers, [---] engagements "Dont know enough about METC tbh but looks like its more U.S.-centric vs HCC which sells premium met coal into Asia. 🌏 $HCC ships premium met coal globally so it moves fast on China rumors. METC might just lag a bit or not be seen as a direct beneficiary. ⛏ Well wait and see. 👀" [X Link](https://x.com/victor_privin/status/1947763921261044016) 2025-07-22T21:01Z [---] followers, [--] engagements "YOU CANT MAKE THIS SHIT UP. $FLNC @CramerTracker "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 "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" [X Link](https://x.com/victor_privin/status/1947778128270791153) 2025-07-22T21:57Z [---] followers, [---] engagements "On $BMNR: Fair question. It did have the Tom Lee pump but Im not in it for the hype. Heres my current take: The Genius Act (signed July 18) is a game-changer. Its the first serious federal framework for USD-backed stablecoins: 1) Requires full 1:1 backing 2) Monthly audits 3) Regulatory clarity at both state and federal levels This could finally legitimize stablecoins like USDC for institutional use. Most of those stablecoins run on Ethereum which is why ETH pumped. The ETH narrative now has deep macro tailwinds: stablecoin adoption = on-chain usage = long-term ETH demand. Institutions know" [X Link](https://x.com/victor_privin/status/1947799294699831309) 2025-07-22T23:21Z [---] followers, [---] engagements "Also keep in mind these two key updates: ARKKs timing on $BMNR ARKK couldnt invest in BMNR earlier because it failed to meet their liquidity and free-float thresholds. Until recently daily trading volume and market cap were simply too low. However following the Genius Act catalyst and rising institutional interest in Ethereum BMNRs volume surged. ARK reported acquiring approximately [---] million shares ($182 million) today largely for their flagship Innovation ETF (whatever that is) a clear sign the ticker is now compliant. Why Peter Thiel picked BMNR over ETHA: Peter Thiels Founders Fund" [X Link](https://x.com/victor_privin/status/1947816724385985022) 2025-07-23T00:31Z [---] followers, [---] engagements "$BNTX has in my opinion the biggest chance of winning with their current pipeline. 🥇 $BNTX's valuation is undervalued after the lucrative $BMY deal worth up to $11 billion and BNT327's potential. Once biotech sentiment reverses $BNTX should trade above $200/share driven by its AI capabilities recent acquisitions and over $18 billion in net cash. $BNTX's valuation is undervalued after the lucrative $BMY deal worth up to $11 billion and BNT327's potential. Once biotech sentiment reverses $BNTX should trade above $200/share driven by its AI capabilities recent acquisitions and over $18 billion" [X Link](https://x.com/victor_privin/status/1948097656988880952) 2025-07-23T19:07Z [---] followers, [---] engagements "$BMNR at [--] mNAV. Link https://t.co/QlKvKz4s8a Link https://t.co/QlKvKz4s8a" [X Link](https://x.com/victor_privin/status/1948350006517256555) 2025-07-24T11:50Z [---] followers, [---] engagements "Latest housing data shows a cooldown in home prices especially in parts of the Sun Belt like Texas and Florida. Redfin says 15% of pending home sales fell through in June the highest since [----] a sign buyers are getting nervous due to high rates + inflation. But heres why this is actually mixed-to-positive for $MHO: ✅ MHO builds in [--] states and many of them like Ohio (OH) Indiana (IN) Illinois (IL) Michigan (MI) and Minnesota (MN) are in the Midwest where prices are more stable and supply is still tight. These markets didnt see wild pandemic surges so they arent correcting as hard now. ⚠ In" [X Link](https://x.com/victor_privin/status/1948443947140780404) 2025-07-24T18:03Z [---] followers, [---] engagements "@EXP_Philosopher Fair point but its a lumpy business by nature: long sales cycles project-based revenue. As long as Siemens & AES keep backing them execution can shift meaningfully quarter to quarter both ways" [X Link](https://x.com/victor_privin/status/1949525677880782894) 2025-07-27T17:41Z [---] followers, [--] engagements "⚡ 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 [------] homes at peak times 💰 Cost estimate: around A$1.0 to [---] billion (approx. US$650 million) 🛠 Timeline: construction begins mid2026 completion by [----] 👷 Jobs: about [---] construction jobs and [--] permanent technician roles when operating This is Fluences largest project ever bringing its total storage capacity in Australia to 5" [X Link](https://x.com/victor_privin/status/1950703380269007176) 2025-07-30T23:41Z [---] followers, [----] engagements "BioNTech Q225: Sales double to 260M loss shrinks to 386M. Keeps guidance at 1.72.2B. Deals with CureVac & BMS set to accelerate oncology pipeline. Cash stack 16B. CureVac takeover + Bristol Myers BNT327 deal ($1.5B upfront $7.6B milestones). Pivoting from COVID to oncology momentum. $BNTX #Oncology #mRNA $BNTX Q2 '25: Net loss 386.6m EPS [-----] Rev 260.8m Cash/investments 16b R&D spend 509.1m BMS deal: $1.5b upfront in Q3 $2b anniv payments '26-28 up to $7.6b in milestones FY25 guidance: Rev 1.7b-2.2b PR: https://t.co/oqMAXeb6OG https://t.co/WMb001Goa1 $BNTX Q2 '25: Net loss 386.6m EPS -1.60" [X Link](https://x.com/victor_privin/status/1952364595881865675) 2025-08-04T13:42Z [---] followers, [---] engagements "Looks like a turnaround. $RIG $RIG Transocean Beats Q2 Revenue Estimates to $988M on Higher Rig Utilization $RIG Transocean Beats Q2 Revenue Estimates to $988M on Higher Rig Utilization" [X Link](https://x.com/victor_privin/status/1952478335419965601) 2025-08-04T21:14Z [---] followers, [----] engagements "@roni_arad : We also continue to improve our balance sheet and are on track to reduce our debt by over $700 million this year creating long-term value for our shareholders" [X Link](https://x.com/victor_privin/status/1952483135444389992) 2025-08-04T21:33Z [---] followers, [--] engagements "Warrior Met Coal $HCC Q2 [----] Update: EPS came in at $0.11 well above consensus (which expected a loss). Still down sharply from $1.35 last year mostly due to weaker pricing ASP dropped 30% to $130/ton. But the big story is Blue Creek They sold 239k tons in their first-ever commercial quarter (ahead of schedule) and produced 348k tons via continuous miner. The longwall system a high-capacity fully mechanized mining method that dramatically boosts output is now expected to start up in early Q1 [----]. Thanks to Blue Creek's lower-cost product cash costs fell 18% QoQ to $101/ton. All YoY" [X Link](https://x.com/victor_privin/status/1953198360749388255) 2025-08-06T20:55Z [---] followers, [----] engagements "Not directly. The U.S. exports metallurgical coal to India not the other way around. So any U.S. tariffs on Indian exports (like steel) dont directly impact Warrior Met Coal or other U.S. coal exporters. But they can still matter indirectly and heres how: When the U.S. imposes tariffs on Indian steel it makes it harder for Indian steelmakers to export to the U.S. (which is one of the worlds most profitable steel markets). That leads to: 1.Lower steel exports from India 2.Reduced production of premium-grade steel which typically uses high-quality met coal like Warriors High-Vol A 3.Less demand" [X Link](https://x.com/victor_privin/status/1953358739894882738) 2025-08-07T07:33Z [---] followers, [---] engagements "📉 $FMC has been cut in half over the past [--] years. Most think its just another ag stock in secular decline. Are they wrong Heres what really happened why LATAM was the real reason for the crash and why Im buying the dip now just as that story is reversing: Between [--------] FMC was crushed by global destocking - but nowhere more than Latin America especially Brazil. In Q3Q4 [----] LATAM sales dropped over 30% YoY due to inventory reductions and droughts in Brazil and Argentina. This crushed volumes forced FMC to cut guidance twice and caused massive stock drops of 13%+ and 34%+ on earnings." [X Link](https://x.com/victor_privin/status/1953855509981016422) 2025-08-08T16:27Z [---] followers, [---] engagements "@EXP_Philosopher I bought it in January only to sell it too soon" [X Link](https://x.com/victor_privin/status/1954106915224535432) 2025-08-09T09:06Z [---] followers, [--] engagements "@hiteshkar $BMNR now holds [-------] $ETH That was quick" [X Link](https://x.com/victor_privin/status/1954882193240809583) 2025-08-11T12:26Z [---] followers, [--] engagements "@fr33d3r Welcome 🙏 $FLNC" [X Link](https://x.com/victor_privin/status/1954888372759007718) 2025-08-11T12:51Z [---] followers, [---] engagements "Fluence ( $FLNC ) Market Still Stuck on the Past 📉⚡ Todays drop Analysts expected higher Q3 revenue. Fluence missed. But lets be real these are the same analysts who not long ago were slapping 2$4$ price targets on the stock. The only thing I can recall lately are downgrades not upgrades. The future is what matters. And the future is strong: $2.5B backlog expected to convert in FY26. Backlog up 9% YoY despite near-term headwinds. Energy Storage Deployments: [---] GW (+26% YoY) [----] GWh (+30% YoY). Pipeline up 38% in GW and 42% in GWh YoY in storage. Services AUM up 28% YoY. Digital AUM up 18%" [X Link](https://x.com/victor_privin/status/1955024128055939247) 2025-08-11T21:50Z [---] followers, [----] engagements "I listened to $FLNC Q325 so you dont have to. Big picture: US policy tailwinds locked in domestic content advantage widening ramp hiccup in AZ largely a timing thing and demand is re-accelerating. Lets go 🧵 👇" [X Link](https://x.com/victor_privin/status/1955345078353809650) 2025-08-12T19:06Z [---] followers, [----] engagements "1/10 What just happened at $FLNC 🔋📞 The paused U.S. deals were fully RE-ACTIVATED first domestic-content system delivered and policy tailwinds (OBBBA) harden the moat. Short-term: AZ ramp noise. Medium-term: scarcity value for compliant supply. Q3 rev $603M; 15.4% adj. GM FY25 rev guided to $2.6B GM 1012% adj. EBITDA $0$20M Liquidity $900M (+ new $150M unsecured facility 6% all-in)" [X Link](https://x.com/victor_privin/status/1955345083093401672) 2025-08-12T19:06Z [---] followers, [---] engagements "8/10 Storage Gas and AI is a new TAM wedge ⚡🤖 BESS beats gas turbines on capacity cost and speed to deploy. June milestone: batteries supplied 26% of CAISOs evening peak surpassing gas for the first time. Data-center loads are spiky; BESS smooths surges behind-the-meter or at T&D nodes. Mgmt pegs at least $8.5B TAM through [----] for AI-driven BTM solutions. Not priced in whatsoever" [X Link](https://x.com/victor_privin/status/1955345109030953195) 2025-08-12T19:06Z [---] followers, [---] engagements "9/10 Why Fluence specifically wins here 🥇 First U.S. domestic-content compliant system delivered; U.S. production ramping. System-level domestic content & IRA-compliant inverters (e.g. SMA Power Electronics ) + AESC cells assembled in Tennessee meets U.S. rules; not a Chinese battery. Flexible contracting + global sourcing cushioned [------] volatility; ARR to $145M exit-FY25 supports margin quality. Buffett once said: "Never bet against America" 🦅🦅🦅👇 https://www.youtube.com/watchv=JPlRNQtjOHc https://www.youtube.com/watchv=JPlRNQtjOHc" [X Link](https://x.com/victor_privin/status/1955345112784863607) 2025-08-12T19:06Z [---] followers, [---] engagements "10/10 The punchline 💥 $FLNC is set to print a quarter with revenue roughly equal to its MARKET CAP. In one month NO ONE will remember the Arizona facility. Graphite fears are priced in. With OBBBA/FEOC shaping a domestic-content market Fluencethe most dominant U.S. player with a $23.5B pipeline and $4.9B backlogis positioned to sidestep tariff pressure and compound. 📈🔋 THIS IS NOT FINANCIAL ADVICE" [X Link](https://x.com/victor_privin/status/1955345116572553336) 2025-08-12T19:06Z [---] followers, [----] engagements "The X-axis is a morningmidday window (612 hrs). Grey = raw data center load which spikes during AI compute surges (red dashed lines). Green = smoothed load with BESS which soaks up surges and releases power evenly. Why its needed AI workloads create short steep spikes in demand that strain grids trigger expensive peaker plants and risk outages. Why its economical BESS reacts in milliseconds (unlike gas turbines) is cheaper on a capacity-cost basis and deploys far faster perfect for co-location with new AI data centers" [X Link](https://x.com/victor_privin/status/1955611800814191041) 2025-08-13T12:46Z [---] followers, [--] engagements "🚨 Big milestone for U.S. energy storage ⚡ Fluence $FLNC just delivered its first domestically manufactured Gridstack Pro system built with U.S.-made batteries modules and enclosures. Supporting over [--] GWh of capacity already deployed across 90+ U.S. projects. 🔋 https://x.com/ScottReinfeld/status/1963629417797697653/video/1 https://x.com/ScottReinfeld/status/1963629417797697653/video/1" [X Link](https://x.com/victor_privin/status/1963677598497546384) 2025-09-04T18:56Z [---] followers, [----] engagements "Hey @NanoBanana generate a futuristic clean energy landscape with fusion energy solar PV fields and large-scale battery storage facilities" [X Link](https://x.com/victor_privin/status/1963980976431759464) 2025-09-05T15:02Z [---] followers, [--] engagements "@CNN Sources confirm: the shooting in occupied Jerusalem was carried out by an unidentified individual who accidentally opened fire on a Zionist in what some describe as an incident on disputed territory. @CNN" [X Link](https://x.com/victor_privin/status/1965173723365064750) 2025-09-08T22:01Z [---] followers, [--] engagements "Fluence just made S&P Globals Tier [--] Cleantech Companies [----] list. ⚡ That means bankability scale and sustainable innovation in energy storage - proven through a tough six-point evaluation on market presence manufacturing financials & more. Big credibility boost for $FLNC in the energy transition. 🌍" [X Link](https://x.com/victor_privin/status/1968704151614853620) 2025-09-18T15:50Z [---] followers, [---] engagements "Data centers need resilience & security. $FLNC delivers with: ⚡ Gridstack proven modular battery system for backup & grid stability. ⚡ Smartstack next-gen high-density AC platform (30% smaller footprint 28h duration). The real AI play is the energy. Global data center power demand will double in the next [--] years and triple by [----]. Niche companies that can supply power to or store it for data centers will skyrocket. $ET $CEG $FLNC $BEP $NEE https://t.co/FQpW51ACcX The real AI play is the energy. Global data center power demand will double in the next [--] years and triple by [----]. Niche" [X Link](https://x.com/victor_privin/status/1971000946386928051) 2025-09-24T23:56Z [---] followers, [---] engagements "The Vietnam facility is strategically placed to serve Indias booming PV market. India is rapidly scaling solar capacity but also moving away from dependence on Chinese imports through tariffs and policy support. Vietnam offers Fluence a low-cost manufacturing base integrated into Asias supply chains yet outside of the direct trade frictions between China and India. That puts it in a prime position to supply storage and grid solutions as India ramps toward its [---] GW renewable target. 🎯" [X Link](https://x.com/victor_privin/status/1972387540444299628) 2025-09-28T19:46Z [---] followers, [---] engagements "Yesterday our research group at the Max Planck Institute for Plasma Physics (IPP) - working on plasma edge physics in the ASDEX Upgrade fusion device - had an official photo session. Ive been told that my photos will soon appear on IPPs social media and maybe even in a newspaper It was a really special and exciting moment for me 💫" [X Link](https://x.com/victor_privin/status/1978538696333775354) 2025-10-15T19:09Z [---] followers, [---] engagements "Dont underestimate $BNTX. Theyve spent 10+ years refining mRNA and immuno-oncology - long before Googles $GOOG AI-drug discovery. Founded in [----] BioNTech now runs multiple Phase [--] trials (like BNT327 + chemo in lung cancer) and 20+ active Phase 2/3 oncology programs across solid tumors and immunotherapies. Their total pipeline exceeds [--] clinical candidates with partnerships spanning from Bristol Myers Squibb Pfizer Genmab Regeneron and others. The companys evolution from COVID pioneer to oncology powerhouse isnt theoretical - its already executing late-stage studies. So while Googles just" [X Link](https://x.com/victor_privin/status/1978751631291191721) 2025-10-16T09:15Z [---] followers, [---] engagements "North Carolinas Spruce Pine region indeed supplies the majority of the worlds ultra-high-purity quartz. But when we talk about refined quartz more broadly (used across solar glass and alloys) China is still the dominant producer and exporter by volume. The U.S. dominates only that tiny ultra-pure niche" [X Link](https://x.com/victor_privin/status/1978911416930230410) 2025-10-16T19:50Z [---] followers, [--] engagements "Americans are dominating the fusion race: Commonwealth Fusion Systems (@CFS_energy) backed by Bill Gates Breakthrough Energy recently raised a $1 billion+ round and now partners with Google / DeepMind $GOOGL to use AI to optimize plasma control - and Google has already signed a [---] MW PPA with CFSs future ARC plant. Meanwhile Munich-based Proxima Fusion (@proximafusion) - a spin-out from the Max Planck Institute for Plasma Physics (IPP) - has closed a record [---] million Series A (extended to [---] million) to build its Stellarator Model Coil by [----] and a demonstrator Alpha by [----]. In close" [X Link](https://x.com/victor_privin/status/1978949139326214604) 2025-10-16T22:20Z [---] followers, [---] engagements "2 billion by [----] is a start - but Commonwealth Fusion Systems in the U.S. has already raised $3 billion privately backed by Bill Gates Breakthrough Energy and Google DeepMind. Europe needs private capital to match public ambition. Without industrial-scale investment fusion here stays stuck in research. Sauberer sicherer & bezahlbarer Strom: Das knnen wir mit Fusionskraft schaffen Die Bundesregierung hat den Aktionsplan Fusion beschlossen ein Flaggschiff der #HightechAgendaDeutschland - mit mehr als [--] Mrd. Euro bis [----] fr die Fusionsforschung. 👉https://t.co/0wJ4DdrJUM" [X Link](https://x.com/victor_privin/status/1978956861085745516) 2025-10-16T22:50Z [---] followers, [---] engagements "1/ 🔋 Why am I talking about $AES's earnings call Because Im a $FLNC shareholder and what the parent company just said is a huge vote of confidence. 🧵" [X Link](https://x.com/victor_privin/status/1918413828142076056) 2025-05-02T21:14Z [---] followers, [---] engagements "2/ 💬 $AES CEO on Fluence: Fluence is not at a value that we would tap that. It is significantly undervalued. Thats from the parent company that owns 59% of Fluence. 🤯 https://www.investing.com/news/transcripts/earnings-call-transcript-aes-misses-q1-2025-eps-forecast-stock-rises-93CH-4020411 https://www.investing.com/news/transcripts/earnings-call-transcript-aes-misses-q1-2025-eps-forecast-stock-rises-93CH-4020411" [X Link](https://x.com/victor_privin/status/1918413829886685273) 2025-05-02T21:14Z [---] followers, [---] engagements "@DastanyLFC I saw that the 10-Q just mentions the $FLNC - related lawsuit. $AES made it clear they believe they have solid legal defenses and plan to fight it strongly" [X Link](https://x.com/victor_privin/status/1918978551107190927) 2025-05-04T10:38Z [---] followers, [---] engagements "13 Need scale Look at this: This map shows the tiny land area needed to power the entire world with thermal solar: ☀ Just a patch of the Sahara. Check out page [--] 👇 Not [--] years. Not $10 billion. Not geopolitical chess. Just silicon + sunlight + shipping hydrogen. https://www.truevaluemetrics.org/DBpdfs/Energy/Solar/Ecobalance_of_a_Solar_Electricity_Transmission.pdf https://www.truevaluemetrics.org/DBpdfs/Energy/Solar/Ecobalance_of_a_Solar_Electricity_Transmission.pdf https://www.truevaluemetrics.org/DBpdfs/Energy/Solar/Ecobalance_of_a_Solar_Electricity_Transmission.pdf" [X Link](https://x.com/victor_privin/status/1926593314159001625) 2025-05-25T10:56Z [---] followers, [---] engagements "14 Even in Israel: Total land required to power the country via solar Full grid decarbonization needs [--] km (0.23% of land). Compare that to the capex build time regulatory risk and uranium supply chokepoints of nuclear. Its not even close" [X Link](https://x.com/victor_privin/status/1926593317417988380) 2025-05-25T10:56Z [---] followers, [---] engagements "🚨 Major update for $FLNC Fluence Energy just secured tailored investment backing from the Victorian government to expand its Australian HQ in Melbourne. 🧵Heres why it matters: [--]. Australia is Fluences #2 global market behind only the U.S. [--]. This move signals deepening roots in a country targeting 95% renewables by [----]. [--]. The expansion will create [---] high-skilled jobs in energy storage engineering & software precisely the kind of local talent Fluence needs to lead APAC. [--]. State backing isnt just cash its strategic alignment. Victoria is investing in grid-scale batteries and Fluence is" [X Link](https://x.com/victor_privin/status/1934969244753564006) 2025-06-17T13:39Z [---] followers, [----] engagements "6/ 📈 Clear Margin Expansion Path FY2026 targets: Gross Margin 40% Operating Margin 12% Drivers: Mosaic SaaS growth Oscilloquartz expansion Supply chain integration normalized input costs Significant operating leverage ahead" [X Link](https://x.com/victor_privin/status/1940107853978542541) 2025-07-01T17:58Z [---] followers, [--] engagements "🚨 The reported take-private exploration by AES Corp $AES could have major implications for Fluence Energy $FLNC where AES holds a 34% stake. While headlines focus on governance risk the strategic lens tells a different story: ✅ Greater autonomy for $FLNC in capital allocation & strategy ✅ Potential removal of the AES overhang thats long weighed on valuation ✅ Possibility of a full or partial stake divestment unlocking liquidity ✅ Increased visibility as a pure-play leader in grid storage + software ✅ Optionality for future M&A as energy transition accelerates ⚡ Yes short-term volatility is" [X Link](https://x.com/victor_privin/status/1942703397943357718) 2025-07-08T21:52Z [---] followers, [----] engagements "📈 $ADTN prelim Q2 rev $262.5$267.5 M (4 % beat vs Street $255.6 M) and above prior guide $247.5$262.5 M. CEO cites stronger broadband demand. Shares +9 % today. Full results [--] Aug. Mgmt still eyeing non-core asset sales to cut leveragenext catalyst. https://www.businesswire.com/news/home/20250716896357/en/ADTRAN-Holdings-Inc.-announces-higher-than-expected-preliminary-Q2-2025-revenue https://www.youtube.com/watchv=-433JnPZWHg https://www.youtube.com/watchv=-433JnPZWHg $ADTN pre-released revs 4% better than consensus. CEO: "Business conditions have continued to strengthen during Q2 of 2025" [X Link](https://x.com/victor_privin/status/1945590229735551311) 2025-07-16T21:03Z [---] followers, [---] engagements "📊 Current positions based on entry allocation not mark-to-market prices. This pie reflects how I originally deployed capitalnot how the portfolio looks after price moves. Long: $FLNC $ADTN $HCC $RIG $ICLN $BNTX $FMC $MHO" [X Link](https://x.com/victor_privin/status/1946606018814705837) 2025-07-19T16:20Z [---] followers, [----] engagements "I picked M/I Homes ( $MHO ) over Lennar and Toll for a few reasons that align better with my investment style and risk tolerance: [--]. Geographic Focus MHO builds in about [--] states including Ohio Indiana Illinois Michigan Minnesota Florida Texas North Carolina and Tennessee. These are markets I personally find compelling: largely Red or swing states with strong in-migration job growth and relatively affordable housing especially compared to oversaturated or speculative coastal markets. Unlike LEN and TOL which are more national or luxury-focused I feel I have better local insight into MHOs" [X Link](https://x.com/victor_privin/status/1946694833545904344) 2025-07-19T22:13Z [---] followers, [---] engagements "Appreciate the kind words. Yes $MHO is a no-brainer. Cleaner balance sheet strong backlog and significantly better margins. I like pairing cyclicals with operational discipline. $ADTN This is a turnaround play. After several weak quarters and execution concerns theyre finally showing signs of life. Last week they pre-announced strong Q2 numbers guiding $262.5267.5M in revenue about 4% above expectations. Stock responded accordingly. The CEO explicitly said: Business conditions have continued to strengthen supported by improved market conditions and growing customer demand. But heres the real" [X Link](https://x.com/victor_privin/status/1947797675581047150) 2025-07-22T23:15Z [---] followers, [---] engagements "Thanks Heres a quick breakdown: ✅ Storage Tesla is the obvious name but my biggest position currently is Fluence Energy pure-play grid-scale storage with a strong software stack and global footprint. ✅ Renewables Hard to pick a winner across solar wind and hydro. So I chose to hold the ICLN ETF gives broad exposure without betting on any one tech or geography with diversified policy risks - not over concentrated in the US. ✅ Grid-edge infrastructure This sector already had a big run. Key names: Schneider Electric (European giant) Quanta Services $PWR transmission buildout Eaton Corp $ETN" [X Link](https://x.com/victor_privin/status/1949524007385956697) 2025-07-27T17:35Z [---] followers, [--] engagements "Adtran $ADTN shares dropped 14% today largely due to investor disappointment over the delayed sale of its Huntsville campus - an event that overshadowed a fundamentally strong Q2 earnings report. While the asset sale did not close this quarter due to ongoing contingencies management made it clear during the earnings call that the original buyer remains engaged and they are now exploring additional offers and a potential sale-leaseback of their East Tower. Importantly these steps are being taken thoughtfully from a position of growing financial strength - not financial distress as the new CFO" [X Link](https://x.com/victor_privin/status/1952902378220601372) 2025-08-06T01:19Z [---] followers, [---] engagements "$FLNC ⚡ fundamentals keep strengthening: 133MW = Polands largest BESS project 📜 17-yr contracted revenue (starts 2027) 🤝 Back-to-back wins with DTEK after Ukraine 🛡 Smartstack = software + cybersecurity moat 🚀 Steady compounding of fundamentals one project at a time" [X Link](https://x.com/victor_privin/status/1970164320957759669) 2025-09-22T16:32Z [---] followers, [----] engagements "@Nietschecapital If you are interested in $csco you better check out $ADTN. 👇 🧵 Why Im long ADTRAN Holdings $ADTN 📶: A deeply undervalued misunderstood fiber-optic pure-play positioned at the heart of global infrastructure 5G and AI data transport. Heres the full [--] year thesis. 🌐📡 https://t.co/UWMrLel7dc 🧵 Why Im long ADTRAN Holdings $ADTN 📶: A deeply undervalued misunderstood fiber-optic pure-play positioned at the heart of global infrastructure 5G and AI data transport. Heres the full [--] year thesis. 🌐📡 https://t.co/UWMrLel7dc" [X Link](https://x.com/victor_privin/status/1973871368501633064) 2025-10-02T22:03Z [---] followers, [---] engagements "I posted in July about how a possible $AES take-private could reshape $FLNC. Now with a $38B bid reportedly in play that thesis is getting tested in real time. AES isnt just a 34% shareholder - its also one of Fluences largest customers and project partners. A change in ownership could bring greater autonomy clearer governance and potentially remove the AES overhang thats capped valuation. If BlackRocks GIP follows through we could see liquidity options a stronger capital base and a cleaner identity for Fluence as a pure-play grid storage and software company. Still everything depends on how" [X Link](https://x.com/victor_privin/status/1975239513120067954) 2025-10-06T16:39Z [---] followers, [----] engagements "Warrior Met Coal $HCC secured a $46.8M federal lease covering 14000+ acres in Alabama granting access to 53M tons of metallurgical coal adjacent to its existing mines. ⚒ A strategic win - extending reserves enhancing integration and improving long-term optionality. ⚙" [X Link](https://x.com/victor_privin/status/1975508718021198026) 2025-10-07T10:29Z [---] followers, [---] engagements "$FLNC is finally being appreciated" [X Link](https://x.com/victor_privin/status/1977739543898890410) 2025-10-13T14:13Z [---] followers, [---] engagements "Well well suddenly its asymmetric Why not 10x Why not 20x Where are the numbers - backlog conversion rate valuation The irony is few understand why $FLNC fell half a year ago or why its recovering now. Thats the issue with retail psychology - narratives appear after price moves. The truth is simpler: it was mispriced and now sentiment and visibility are catching up. Next leg down theyll disappear again. 1/ $FLNC is the leading utility-scale battery provider with 5x potential. Power demand is exploding due to rapid data center buildout. Most of the new capacity should come from renewables" [X Link](https://x.com/victor_privin/status/1977761934834381199) 2025-10-13T15:42Z [---] followers, [----] engagements "⚡Fluence and Torch Clean Energy to deliver the [---] MW / [---] MWh Winchester Battery Energy Storage System - another milestone for grid-scale storage in the U.S. Fluence notes [--] GWh deployed or contracted across 90+ US projects. $FLNC" [X Link](https://x.com/victor_privin/status/1978471529475125591) 2025-10-15T14:42Z [---] followers, [---] engagements "$GSM The Real Strategic Material of the West ⚙ Ferroglobe sits at the intersection of three major Western narratives: the rise of solar energy ☀ the electrification of transport ⚡ and the return of protectionism 🛡. The company produces silicon and silicon alloys - foundational materials for solar panels $TAN semiconductors $SMH and advanced metals $XLB. In short it makes the substance behind the wafer chip and alloy additive that strengthens steel and aluminum. Production relies on electric arc furnaces that melt quartz and metallurgical coal to form metallic silicon. Its a highly" [X Link](https://x.com/victor_privin/status/1978878236261257227) 2025-10-16T17:38Z [---] followers, [----] engagements "Ferroglobe $GSM supplies 1315% of the worlds silicon metal - the raw feedstock later refined into polysilicon for solar and semiconductor wafers $SMH. About 45% of its revenue comes straight from this segment. Its the first industrial step in the chip supply chain - turning quartz into the silicon every wafer is built on. With 75% of global output in China and 10% in Russia Ferroglobe (14%) is the only scalable Western link in this chain - a small company sitting on a big strategic bottleneck. 🧱⚙ Not many people realize this" [X Link](https://x.com/victor_privin/status/1978962683149131896) 2025-10-16T23:14Z [---] followers, [---] engagements "@RJCcapital @temu143 @DeepValueBagger @hiteshkar @AJ_Invests_Co If ChatGPT and the DOE had a baby during an IRA subsidy hearing itd sound exactly like that comment" [X Link](https://x.com/victor_privin/status/1979587394656518326) 2025-10-18T16:36Z [---] followers, [--] engagements "Whats the bear case for $GRAB Please share 🙏" [X Link](https://x.com/victor_privin/status/1979590429298577467) 2025-10-18T16:48Z [---] followers, [---] engagements "Yeah I think $FLNC made real progress since those early execution issues. Theres been a wave of new announcements lately - the [---] MW / [----] MWh project in Australia (one of the biggest globally) plus deals in Ukraine and Poland with DTEK and other partners. Theyre also expanding across Europe and Latin America with more grid-stability projects entering the pipeline. All that signals momentum returning and a much healthier backlog of contracted work. That said I wouldnt say the execution risk is completely gone. FY25 revenue might still land below FY24 just because some projects are" [X Link](https://x.com/victor_privin/status/1979624312039436445) 2025-10-18T19:03Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@victor_privin Victor Privin
Victor Privin posts on X about $flnc, $adtn, ai, $fmc the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] +20%
- [--] Month [------] +123%
- [--] Months [-------] -25%
- [--] Year [-------] -79%
Mentions: [--] #
- [--] Month [--] -48%
- [--] Months [---] +154%
- [--] Year [---] +4,086%
Followers: [---] #
- [--] Week [---] +2.30%
- [--] Month [---] +25%
- [--] Months [---] +210%
- [--] Year [---] +1,003%
CreatorRank: [---------] #
Social Influence
Social category influence stocks finance countries cryptocurrencies technology brands currencies automotive brands travel destinations social networks celebrities
Social topic influence $flnc #26, $adtn #1, ai, $fmc #4, $orcl #203, $nok #403, $bntx #3, china, $gsm #3, $7240t #306
Top accounts mentioned or mentioned by @hiteshkar @expphilosopher @junkbondinvest @rjccapital @nietschecapital @dastanylfc @dyrwrn @cfsenergy @blueorcainvest @aleabitoreddit @themedialine @fredwhitridge @jimmybutlercap @stocksavvyshay @sharogradskym @s86coffeedev @tomsmith839 @kacperpkch @saynototrading @contrariankiwi
Top assets mentioned Fluence Energy, Inc. (FLNC) FAME AI (FMC) Oracle Corporation (ORCL) Nokia Corporation (NOK) Transocean LTD. (RIG) Warrior Met Coal, Inc. (HCC) M/I Homes, Inc. (MHO) First Solar, Inc. (FSLR) AES, Corp. (AES) Nextracker Inc. (NXT) Alphabet Inc Class A (GOOGL) Enlight Renewable Energy Ltd. (ENLT) Nebius Group N.V. Class A Ordinary Shares (NBIS) SPDR S&P [---] ETF Trust (SPY) Tesla, Inc. (TSLA) Validity (VAL) Cameco Corporation (CCJ) BITMINE IMMERSION TECH (BMNR) Spacemesh (SMH) UiPath, Inc. (PATH) Oscar Health, Inc. (OSCR) Noble Corporation (NE) Brookfield Renewable Partners L.P. (BEP) Constellation Energy Corp (CEG) Eos Energy Enterprises, Inc. (EOSE) Strategy (MSTR) NVIDIA Corp. (NVDA) Applied Optoelectronics, Inc. (AAOI) Coupang, Inc. (CPNG)
Top Social Posts
Top posts by engagements in the last [--] hours
"@Fxhedgers $RDDT $BODEN"
X Link 2024-03-26T23:42Z [---] followers, [--] engagements
"Match's latest twelve months free cash flow yield is 12.2%. FWD PE 10x Match unveiled Tinder Select late last year a $499/mo elite subscription tier for the biggest spenders on Tinder Pay more - get a better match - delete the app. $MTCH https://seekingalpha.com/article/4683034-match-group-offers-a-strong-relationship-for-gainssource=tweet https://seekingalpha.com/article/4683034-match-group-offers-a-strong-relationship-for-gainssource=tweet"
X Link 2024-05-13T10:38Z [---] followers, [---] engagements
"Hyperloop Vol. [--] Released 18/06/2024 Spotify: Apple Music: https://music.apple.com/il/playlist/hyperloop-vol-11/pl.u-KVXBvzGsZrYXoe2 https://open.spotify.com/playlist/3GwORonnBh0RW0khxLaoUjsi=WVrq7uTxSRy_pA7gjuei7Q&pt=57aa339479e9cdae78b22a1ab61fce4a&pi=e-8JudMhL1SQOn https://music.apple.com/il/playlist/hyperloop-vol-11/pl.u-KVXBvzGsZrYXoe2 https://open.spotify.com/playlist/3GwORonnBh0RW0khxLaoUjsi=WVrq7uTxSRy_pA7gjuei7Q&pt=57aa339479e9cdae78b22a1ab61fce4a&pi=e-8JudMhL1SQOn"
X Link 2024-06-18T21:11Z [---] followers, [--] engagements
"@soloinvesting $MTCH"
X Link 2024-08-16T15:10Z [---] followers, [---] engagements
"🌍 The Shortcut Mentality: A Tale of Two Countries 🌍 In todays fast-paced world the shortcut mentality is common but its impact varies significantly across cultures. Take Israel and Germany for example. In Israel the hustle culture is strong"
X Link 2024-08-30T15:36Z [---] followers, [--] engagements
"Evidence on Display at Israels Forensic Pathology Center Confirms Hamas Atrocities. via @TheMediaLine https://themedialine.org/top-stories/evidence-on-display-at-israels-forensic-pathology-center-confirms-hamas-atrocities/ https://themedialine.org/top-stories/evidence-on-display-at-israels-forensic-pathology-center-confirms-hamas-atrocities/"
X Link 2024-09-07T12:08Z [---] followers, [--] engagements
"@TheMediaLine Documentation of Hamas' massacre that Al Jazeera will not air. https://www.thisishamas.com/ https://www.thisishamas.com/"
X Link 2024-09-07T12:21Z [---] followers, [--] engagements
"When his parents divorced he was sent to live with an aunt; it was his life there when he first discovered the magic of colours. At university he decided to study Economics and Law passing his exams "with ease""
X Link 2024-09-17T12:27Z [---] followers, [--] engagements
"Shortly after marrying his cousin after seeing one in Monet's series of paintings Haystacks he was faced with a dilemma to be either a professor or to begin a career as an artist. He decided to learn painting and thus in [----] the thirty-year-old went to Munich Germany"
X Link 2024-09-17T12:27Z [---] followers, [--] engagements
"Biden protects 84% of IRA clean energy grants from being clawed back $ICLN $FSLR https://www.reuters.com/sustainability/climate-energy/biden-protects-84-ira-clean-energy-grants-being-clawed-back-2025-01-17/ https://www.reuters.com/sustainability/climate-energy/biden-protects-84-ira-clean-energy-grants-being-clawed-back-2025-01-17/"
X Link 2025-01-18T14:05Z [--] followers, [--] engagements
"4/ This isn't "growth is good." This is: "Grow or die." And for companies like Amazon that means one thing: Conquest"
X Link 2025-03-29T15:24Z [--] followers, [--] engagements
"5/ That's why $AMZN is no longer just a retailer. They're in: ✔ Cloud infrastructure (AWS) ✔ AI + chip development ✔ Physical stores + Whole Foods ✔ Healthcare ✔ Smart home + surveillance ✔ Logistics + delivery fleet ✔ Satellite internet ✔ Clean energy infrastructure ✔"
X Link 2025-03-29T15:24Z [--] followers, [--] engagements
"6/ This isn't diversification. This is survival. Amazon's valuation requires cross-industry domination. If they stop expanding the narrative collapses. And so does the stock"
X Link 2025-03-29T15:24Z [--] followers, [--] engagements
"7/ "Dont even blink. Amazon acquiring Lockheed Martin and General Dynamics Priced in." Sound crazy Its not. A $100B acquisition is just a rounding error when your expected revenue is $1 trillion"
X Link 2025-03-29T15:24Z [--] followers, [--] engagements
"7/ Yes the Israeli government has failed. And yes it will have to be held accountable when the war ends. But not now. Right now there are hostages. Theres a war. And theres an enemy hiding behind a rich mediator with diplomatic immunity"
X Link 2025-03-30T00:16Z [--] followers, [--] engagements
"8/ If we want this war to end If we want the hostages home If we want truth to prevail We must direct pressure toward the actual power players keeping this war alive. QATAR. EGYPT. THE UN. And Western governments enabling the farce"
X Link 2025-03-30T00:16Z [--] followers, [--] engagements
"Started a position in $NBIS at $18.34. This is a bet on Europes AI independence $2.45B in cash $3.55B in assets $4.7B market cap. Youre paying $1.15B for the infra + upside. With EU policy tailwinds + NVIDIA backing this is smart asymmetry not a compounder"
X Link 2025-04-07T14:04Z [--] followers, [----] engagements
"1/ Why is $ICLN (iShares Global Clean Energy ETF) doing better than the broader market lately Lets talk clean energy 🔌♻ euros 💶 and a bit of FX magic ✨"
X Link 2025-04-11T10:16Z [---] followers, [---] engagements
"2/ $ICLN has a big chunk (30%+) of European companiesthink wind turbines 💨 in solar parks ☀ in green powerhouses in . Clean energy across the map 🌍"
X Link 2025-04-11T10:16Z [---] followers, [--] engagements
"3/ Now heres the twist: The euro is getting stronger vs. the US dollar 💶💵 That means European company profits (earned in euros) are worth more when converted to USD. Currency gain = ETF boost"
X Link 2025-04-11T10:16Z [---] followers, [--] engagements
"4/ So even if those European stocks stay flat locally their USD value goes up. Thats a nice little FX tailwind behind $ICLN s back 🍃"
X Link 2025-04-11T10:16Z [---] followers, [--] engagements
"5/ While $SPY and $VOO are down 10% YTD $ICLN is only down 4%. Its holding up betterpartly because its forward P/E is [----] vs. the S&Ps [----]. Still cheaper still cleanerand apparently doing FX better than most diversified portfolios. 💼"
X Link 2025-04-11T10:16Z [---] followers, [---] engagements
"6/ Clean energy is rising ☀ The euros flexing 💪 And $ICLN Quietly winning. 👀"
X Link 2025-04-11T10:16Z [---] followers, [--] engagements
"🚨 Mythbusting time Some folks claim Fluence Energy $FLNC is just assembling Chinese-made batteries 🔋. @junkbondinvest Lets break down why thats not true with facts memes and manufacturing receipts. Buckle up 👇"
X Link 2025-04-17T23:00Z [---] followers, [---] engagements
"5/ Meanwhile $FLNC s main battery supplier AESC is already producing in Tennessee 🔋 Upgraded 530Ah cells Exclusive access through [----] Negotiating a 3rd production line Not off-the-shelf stuff they're investing for control"
X Link 2025-04-17T23:00Z [---] followers, [---] engagements
"6/ Critics say Fluence just boxes Chinese batteries. Lets talk about that take 👇 🔗 Heres what it misses: ✅ Local production ✅ Custom cell upgrades ✅ Supply chain moat ✅ IRA eligibility Basically way more than a wrench and a warehouse 🧰 https://www.junkbondinvestor.com/p/fluence-energy-flnc-a-clean-energy https://www.junkbondinvestor.com/p/fluence-energy-flnc-a-clean-energy"
X Link 2025-04-17T23:00Z [---] followers, [---] engagements
"11/ TL;DR: Claim: $FLNC is just a glorified assembler. Reality: They're executing a multi-state manufacturing play with long-term moat-building. 🧰🔋= Strategic manufacturing not screwdriver theater"
X Link 2025-04-17T23:01Z [---] followers, [---] engagements
"12/ Bonus round: Fluence is already offering 100% non-Chinese compliant systems. 💼 Thats not common its a moat 🏰 in a trade war world"
X Link 2025-04-17T23:01Z [--] followers, [--] engagements
"@zarathustra5150 @ad0rnai Would you go against Elliott Investment Management Starboard Value and Anson Funds All three activist investors have taken significant stakes in Match Group and are actively pushing for changes to enhance shareholder value"
X Link 2025-04-19T19:11Z [---] followers, [--] engagements
"🧵Heres why I recently bought $FLNC despite the noise: lawsuits delays and price swings. Contrarian Yes. $FLNC is a misunderstood picks & shovels play on the energy transition and I think its being priced like its going bankrupt. Its not. Here's the full thesis"
X Link 2025-04-21T00:42Z [---] followers, [---] engagements
"1/ 📉 The setup: $FLNC is down 70% from highs. The stock collapsed after: 🔍 SEC investigation 🔥 lawsuit from Siemens affiliate 📉 49% revenue drop in Q1 FY25 👎 Guidance cut by $600M Sentiment is wrecked. But is the business Lets look deeper 🧠"
X Link 2025-04-21T00:42Z [---] followers, [---] engagements
"2/ 🔌 What Fluence actually does: Utility-scale battery energy storage Grid-connected hardware + software Project engineering + operational services AI software for energy dispatch & asset management Its not just batteries 🔋 its infrastructure"
X Link 2025-04-21T00:42Z [---] followers, [---] engagements
"6/ ⚡ Structural tailwinds: Battery costs down 90% since [----] AI/data center demand surging Coal retirements = more storage Renewables need smoothing Grid resiliency = non-negotiable Storage = critical infrastructure"
X Link 2025-04-21T00:42Z [---] followers, [--] engagements
"7/ 🏛 Policy tailwinds: The IRA unlocked this market: 30% ITC for standalone batteries Up to 70% w/ domestic content + energy community bonuses Long-term subsidy visibility Fluence is one of the few fully IRA-compliant integrators"
X Link 2025-04-21T00:42Z [---] followers, [--] engagements
"8/ 📦 Why Fluence wins under IRA: U.S. manufacturing (Utah + Tennessee) Avoids China tariffs Meets domestic content rules Customers qualify for extra 10% ITC Policy short-term bump. Its a structural moat"
X Link 2025-04-21T00:42Z [---] followers, [--] engagements
"12/ 📉 So why is the stock wrecked Because news flow is ugly: Insider lawsuits SEC sniffing around Delayed projects Slashed guidance But none of it is existential"
X Link 2025-04-21T00:42Z [---] followers, [--] engagements
"13/ 💼 Legal overview: Siemens affiliate sued for $25M Fluence counterclaimed $37M Single-project IP dispute SEC probe ongoing no findings Risk Yes. Death spiral No"
X Link 2025-04-21T00:42Z [---] followers, [--] engagements
"21/ 💰 Valuation check: Market cap: $670M FY25 Revenue: $3.1B EV/Revenue: 0.14x (ridiculous) For a profitable policy-levered infra company with software optionality. $FLNC"
X Link 2025-04-21T00:42Z [---] followers, [---] engagements
"22/ 📉 Short interest spiked Blue Orca report Governance criticisms Siemens conflict headline But no fraud. No accounting issues. Just messiness"
X Link 2025-04-21T00:42Z [---] followers, [---] engagements
"23/ ⚠ Bear case: Lawsuits Tesla competition SEC sniffing around Execution risk Short thesis 👇 All true. But all priced in. https://www.blueorcacapital.com/wp-content/themes/swyft-child/pdfjs/web/viewer.htmlfile=https%3A%2F%2Fwww.blueorcacapital.com%2Fwp-content%2Fuploads%2F2024%2F12%2Fblue-orca-short-fluence-energy-inc-nasdaq-flnc.pdf https://www.blueorcacapital.com/wp-content/themes/swyft-child/pdfjs/web/viewer.htmlfile=https%3A%2F%2Fwww.blueorcacapital.com%2Fwp-content%2Fuploads%2F2024%2F12%2Fblue-orca-short-fluence-energy-inc-nasdaq-flnc.pdf"
X Link 2025-04-21T00:42Z [---] followers, [---] engagements
"32/ 🧠 Risk #3: Supply chain Cells from Envision AESC (Tennessee) Modules assembled in Utah Avoids China tariffs IRA-qualified This is real resilience"
X Link 2025-04-21T00:54Z [---] followers, [--] engagements
"33/ 🧠 Risk #4: Legal noise Yes its noisy. But no fraud no accounting restatement no insolvency risk. Insiders are buying through it. That says more than press releases"
X Link 2025-04-21T00:54Z [---] followers, [--] engagements
"1/ ⚡ Massive blackout today in Spain & Portugal exposed a major weakness in modern grids. When [--] GW dropped in seconds the system collapsed. Renewables alone can't guarantee stability. Enter energy storage. $FLNC 🧵"
X Link 2025-04-28T23:20Z [---] followers, [---] engagements
"6/ 📈 After todays chaos expect: 🔵 New policies mandating more grid storage 🔵 Utilities (like Iberdrola $IBE) seeking Ultrastack-like solutions 🔵 Bigger opportunities for Fluence ( $FLNC ) and peers Grid resilience just became mainstream. 🌎"
X Link 2025-04-28T23:20Z [---] followers, [---] engagements
"7/ 💬 TLDR: Today was a wake-up call for Europes energy transition. Storage isnt optional anymore its essential. Fluences Ultrastack is exactly the solution modern grids need. Stay tuned. 👀⚡"
X Link 2025-04-28T23:20Z [---] followers, [--] engagements
"1/ Big announcement 📣 $FSLR plunged 12% after hours 📉 They slashed [----] sales & profit forecasts blaming new U.S. tariffs on solar imports from Southeast Asia 🚫☀ Heres what I did with $NXT in the pre-market and whats on my radar now 🧵"
X Link 2025-04-30T16:50Z [---] followers, [---] engagements
"2/ Why the drop The U.S. slapped fresh tariffs on solar components from India Malaysia and Vietnam all key to $FSLR s supply chain. Result: rising costs supply chain drama and murky [----] guidance ⚠🛑"
X Link 2025-04-30T16:50Z [---] followers, [--] engagements
"3/ In response $FSLR is scrambling to rethink its global supply chain. 🏭🔄 But shifting production takes time capital and coordination and rarely goes smoothly under pressure. This isnt bullish near-term. Going lower. 📉"
X Link 2025-04-30T16:50Z [---] followers, [----] engagements
"4/ Now lets talk $NXT. I held $NXT for [--] full quarters with a well-formed thesis: They build solar tracking systems smart infrastructure that rotates panels to follow the sun ☀⚙ Its not panel manufacturing. Its higher-value hardware + software"
X Link 2025-04-30T16:50Z [---] followers, [--] engagements
"5/ Why I liked it: ✅ Strong U.S. exposure (73% of revenue) ✅ Clean execution [--] straight quarters of growth ✅ Resilient model with growing backlog ✅ No direct tariff impact reported (yet) ✅ Attractive multiples But"
X Link 2025-04-30T16:50Z [---] followers, [--] engagements
"6/ Tariffs still ripple through the solar ecosystem. And while $NXT is less exposed than $FSLR no ones totally immune in a globalized supply chain 🌐 So"
X Link 2025-04-30T16:50Z [---] followers, [--] engagements
"7/ In the pre-market I exited my $NXT position 💰🕣 Took profits after a solid run. Still like the business but the risk/reward is no longer as compelling. 💔 Time to reallocate into cleaner higher-conviction ideas. 💡"
X Link 2025-04-30T16:50Z [---] followers, [--] engagements
"8/ Current portfolio 💼: $FLNC ⚡ (grid-scale energy + software moat) $NBIS 🧠 (Nebius still early-stage digging deeper) $RIG 🌊 (deepwater energy rebound) $FMC 🌱 (ag chem contrarian with optionality) All with misunderstood narratives and asymmetric upside"
X Link 2025-04-30T16:50Z [---] followers, [---] engagements
"9/ On the research radar 🔍: $HUMBLE.ST 🍫 (Humble Group Swedish CPG roll-up in health & nutrition) $OSCR 🏥 (tech-native health insurer) $NRP ⛏ (mining + royalty cash flow beast) $CPNG 📦 (Koreas Amazon w/logistics moat) More deep dives coming soon 🔜"
X Link 2025-04-30T16:50Z [---] followers, [---] engagements
"3/ 🔍 Why it matters: $FLNC stock is down bad. Guidance was cut. The market has doubts. The majority owner just said Fluence is significantly undervalued but theyre not buying more. They know what they own and are holding tight.📉➡📈"
X Link 2025-05-02T21:14Z [---] followers, [---] engagements
"4/ New win in Finland: Just this week Fluence was selected to deliver a 55MW/110MWh grid-forming BESS project in Finland for investor NTR. It will support frequency regulation grid balancing and energy shifting. https://www.energy-storage.news/fluence-to-provide-bess-for-ntr-grid-forming-finland-project/ https://www.energy-storage.news/fluence-to-provide-bess-for-ntr-grid-forming-finland-project/"
X Link 2025-05-02T21:14Z [---] followers, [--] engagements
"5/ 📊 And dont forget: Fluence still has a $5.1B backlog. Its one of the most proven players in grid-scale storage. And its backed by giants like AES and Siemens. ⚡"
X Link 2025-05-02T21:14Z [---] followers, [---] engagements
"6/ ✅ Bottom line: If youre long $FLNC AES just gave you a loud and clear message: Were not going anywhere. This thing is undervalued. I'm here for it. 📈🔋"
X Link 2025-05-02T21:14Z [---] followers, [---] engagements
"@Nietschecapital @DastanyLFC Not even thinking of selling $FLNC. Check the research first 📄👇 then feel free to ask again. https://drive.google.com/file/d/1XbA2gSt0StNWPGGIR_SVvIPmE0MAw3nz/viewusp=sharing https://drive.google.com/file/d/1XbA2gSt0StNWPGGIR_SVvIPmE0MAw3nz/viewusp=sharing"
X Link 2025-05-04T10:24Z [---] followers, [---] engagements
"@doughrian @Eyal__Weiss Could be $EVO $SPOT or $EQT"
X Link 2025-05-04T20:45Z [---] followers, [---] engagements
"@Nietschecapital $FLNC mkt cap is $635M after hours. Cash: $607M Inventory: $550M Backlog: $4.9B FY25 rev guide: $2.7B (95% covered) Debt: $380M Liquidity: $1B+ This isnt a bankruptcy case. Im not selling"
X Link 2025-05-07T22:04Z [---] followers, [---] engagements
"4/ To be successful you cant do what everyone else is doing 🧭 You cant do the same things others do and expect to outperform. Thats not opinion. Its arithmetic ➗"
X Link 2025-05-08T11:43Z [---] followers, [--] engagements
"5/ The market rewards discomfort 😣 The best opportunities feel awful: Bad news everywhere 🗞 Ugly charts 📉 Zero consensus 🙅♂ But thats exactly why theyre undervalued"
X Link 2025-05-08T11:43Z [---] followers, [--] engagements
"@DastanyLFC Mr. Market is doing what he does best: testing conviction and transferring wealth from the impatient to the patient. He is separating tourists from owners. $FLNC"
X Link 2025-05-08T14:18Z [---] followers, [---] engagements
"@fredwhitridge AESC is a Japanese-founded battery manufacturer originally a JV between Nissan NEC and Tokin. It was acquired by Envision Group which is Chinese but AESC itself operates independently and the Tennessee plant (in Smyrna) is based in"
X Link 2025-05-08T18:06Z [---] followers, [--] engagements
"@fredwhitridge You appear to conflate ownership with manufacturing origina common but critical mistake in supply chain discussions. AESCs HQ is in Japan and the Tennessee cells are manufactured in the U.S. regardless of Envisions Chinese ownership. $FLNC"
X Link 2025-05-08T18:08Z [---] followers, [---] engagements
"@JimmyButlerCap $FLNC"
X Link 2025-05-08T19:48Z [---] followers, [---] engagements
"U.S. tariffs on Chinese batteries will hit 173% by [----]. $FLNC already ships 100% non-Chinese BESS via U.S. cell supply Utah assembly & local electronics. As tariffs bite Fluence is positioned to gain share from Chinese-import-heavy rivals like $TSLA = CATL equipment"
X Link 2025-05-08T23:08Z [---] followers, [----] engagements
"$FLNC is building a full-stack U.S. supply chain from cells to inverters. [--] domestic facilities. [----] American jobs. As tariffs rise on Chinese batteries Fluence stands apart: local compliant and ready to scale"
X Link 2025-05-08T23:18Z [---] followers, [---] engagements
"1/ ⚡ Big shift incoming in energy ⚡ Fluence $FLNC just reminded everyone why batteries arent just complementarytheyre competitive. Heres what they said & what it means for the future of power 🧵"
X Link 2025-05-10T16:26Z [---] followers, [---] engagements
"🚨 House GOP proposes phasing out 45Y IRA tax creditshitting wind solar nuclear & more. But the phase-out wouldnt start until 2029plenty of time & political risk before then. $FLNC rallies as its U.S. supply chain aligns with domestic incentives"
X Link 2025-05-13T16:02Z [---] followers, [---] engagements
"Dedicated to all the MAGA crowdand the ultra-left who shun the stock marketwho missed out on clean energy gains this year. $ICLN +10.43% YTD"
X Link 2025-05-14T09:05Z [---] followers, [---] engagements
"2/ Look closely: 🏗 Offshore wind: [------] tons/GW ☢ Nuclear: 600000+ tons/GW ☀ Solar PV: [------] tons/GW 🔋 LFP battery storage Barely a blip. Lowest material intensity per GW. Thats a big deal"
X Link 2025-05-15T17:27Z [---] followers, [---] engagements
"3/ Why it matters: 🔧 Materials = cost + risk Less dependency on steel copper aluminum and rare earths = faster cheaper more resilient deployment. Exactly what Fluence Energy is building"
X Link 2025-05-15T17:27Z [---] followers, [---] engagements
"🧵 Why I bought $RIG: the deepwater comeback story 🌊🛢 A full breakdown of the bull thesis on Transocean (RIG). Lets dive in 👇"
X Link 2025-05-17T00:55Z [---] followers, [----] engagements
"1/ The world still runs on oil. But the big long-life barrels aren't coming from shale anymore. They're coming from 🌎 deepwater: Brazil Guyana Gulf of Mexico 🌍 West Africa"
X Link 2025-05-17T00:55Z [---] followers, [---] engagements
"6/ $RIG owns the most relevant fleet in the game: [--] drillships [--] harsh-environment semis [--] total floaters"
X Link 2025-05-17T00:55Z [---] followers, [---] engagements
"7/ Other players like $VAL $NE and $SDRL have solid fleets But none match $RIG s exposure to the scarce high-dayrate segment"
X Link 2025-05-17T00:55Z [---] followers, [---] engagements
"8/ Drillships = the workhorses of deepwater oil. 🛢 Operate at 30003600m. And earn the biggest contracts. Thats RIGs specialty 🚢⚓"
X Link 2025-05-17T00:55Z [---] followers, [---] engagements
"21/ But if you zoom out this is how capital cycles start. [----] collapse [--------] death spiral [--------] upcycle Were early 📈"
X Link 2025-05-17T00:55Z [---] followers, [---] engagements
"22/ Legendary value investor Mohnish Pabrai is buying offshore drillers. $VAL $NE Focus: Same basins. Same rigs. Same thesis"
X Link 2025-05-17T00:55Z [---] followers, [---] engagements
"@GabGrowth Check out: $FLNC $ENLT $RIG $BNTX $FMC"
X Link 2025-05-18T17:04Z [---] followers, [---] engagements
"Digging into the herbicide / pesticide / fungicide industry to understand what could catalyze a move in $FMC. Valuation looks attractive but I want to test the thesis and particularly the risk of toxicity. Full thread coming soon. 🧪🌱📉➡📈"
X Link 2025-05-20T11:32Z [---] followers, [---] engagements
"$FLNC Implications from $AES x $META PPA announcement ⚡📦 $AES just signed 650MW of LT solar PPAs w/ $META in the SPP market to power its data centers a major win on cost ($3943/MWh) speed-to-COD and transmission efficiency. But the second-order winner $FLNC. 🔋 AES has been a key buyer of Fluence BESS 🧠 META continues to prioritize reliability via evening-peak coverage 🌇 High-solar markets (e.g. AZ CA) increasingly require BESS to meet ELCC thresholds 📈 SPP region trending toward 42% ELCC by [--] incentivizing storage pairing As $AES executes on its 11.7GW backlog and 3.2GW '25 buildout"
X Link 2025-05-21T21:46Z [---] followers, [----] engagements
"🚨 The House just passed a Trump-backed bill to repeal the 30% residential solar tax credit (ITC) triggering a major selloff in $RUN $SEDG & other rooftop names. But heres the nuance 🧵👇 1/ This bill only targets residential rooftop solar not utility-scale infrastructure. 2/ Names like $FSLR $NXT $FLNC and $ENLT operate in large-scale solar + storage and remain covered by Section 45Y which stays intact ✅ 3/ 45Y offers 3050% tax credits for clean energy infra through at least [----] with no repeal in this bill. 4/ So the market is overreacting utility-scale players are not impacted and may even"
X Link 2025-05-22T14:52Z [---] followers, [---] engagements
"🧵 Clean Energy Tax Credit Panic: Signal vs. Noise The House just passed a bill that sent solar stocks tumbling. Headlines scream end of green energy subsidies but is this a true structural risk for players like $ENLT & $FLNC or a short-term policy panic worth leaning into Lets break it down"
X Link 2025-05-24T15:20Z [---] followers, [---] engagements
"2 The most critical clause: Projects must: ✅ Begin construction within [--] days of enactment ✅ Be fully operational by Dec [--] [----] Otherwise: 🚫 They receive no tax credit Thats a massive shift for utility-scale developers"
X Link 2025-05-24T15:20Z [---] followers, [---] engagements
"3 Why this matters for $ENLT $FLNC $FSLR $AES $XIFR $BEP $CWEN: These companies rely on long-cycle projects. It takes [----] months for a grid-scale solar or storage facility to move from planning to construction. Cutting off tax eligibility on such a tight window creates enormous execution risk"
X Link 2025-05-24T15:20Z [---] followers, [---] engagements
"9 Ironically this could spark a demand boom. If developers see [----] as a hard deadline theyll rush to build. Expect: Pull-forward of BESS + solar demand Labor and supply shortages Strong order books for EPCs and storage suppliers This can front-load growth into 202628"
X Link 2025-05-24T15:20Z [---] followers, [---] engagements
"10 So whats the play for investors If youre holding or looking at: $FLNC $ENLT $FSLR $CWEN $BEP $XIFR $AES Or utility-scale exposure in general This is a time to step back from the headlines. Yes the risk is real. But the reaction is exaggerated relative to whats politically feasible"
X Link 2025-05-24T15:20Z [---] followers, [---] engagements
"🧵 Nuclear is priced in here's why I exited all my positions in $URNM $CCJ and $CEG after years of holding since December 2022: I was deep in uranium before most investors even knew what an SMR was. Now that AI hype is shoving weak hands into nuclear tickers ( $OKLO $SMR $NNE ) Im out. Heres why: 🧵👇 https://x.com/victor_privin/status/1603432510284861440 https://x.com/victor_privin/status/1603432510284861440 Bought uranium equities. #uranium $CCJ $URNM https://x.com/victor_privin/status/1603432510284861440 https://x.com/victor_privin/status/1603432510284861440 Bought uranium equities."
X Link 2025-05-25T10:56Z [---] followers, [----] engagements
"1 Lets start with uranium. You cant make uranium in a lab. This isnt a resource we can manufacture in labs or create in CERN. Uranium came to Earth from supernovae and kilonovae collisions of neutron stars. Its rare. And its finite. Kazakhstan holds the bulkand its politically unstable. That's not a "risk." Its a structural limit"
X Link 2025-05-25T10:56Z [---] followers, [---] engagements
"2 Kazatomprom alone produces 23% of world uranium. Now zoom out: Over 40% of the global supply comes from Kazakhstan. Half of Kazatomprom is owned by China and entangled with Rosatom. If geopolitical tensions escalate Western fuel supply is toast. And if a trade war breaks out Good luck fueling your Western reactors. Thats not a risk. Thats a structural vulnerability. This isn't a maybe. It's baked into the supply chain"
X Link 2025-05-25T10:56Z [---] followers, [---] engagements
"7 Even if you build one Youre underwater for a decadeif everything goes right. (10 years to break even) Why Because you're building a megaproject to generate electricity that solar + batteries already delivercheaper and safertoday. And guess what Their cost curves are still falling. Nuclears isnt"
X Link 2025-05-25T10:56Z [---] followers, [---] engagements
"8 The "renaissance" is already priced in. Look at the 3-year charts of $URNM $CCJ and $CEG. The real trade was [--------] when I had conviction. The rest is hype-chasing. Youre buying at 3x multiples hoping for a government subsidy to bail you out. Good luck ✌"
X Link 2025-05-25T10:56Z [---] followers, [---] engagements
"15 Nuclear isnt scalable. Its subsidized tradition. The duck curve is being flattened by batteries. The base load is getting replaced. Nuclear is legacy tech propped up by regulation not demand"
X Link 2025-05-25T10:56Z [---] followers, [---] engagements
"16 What's left 📉 High costs 📉 Long timelines 📉 Risky inputs 📉 No earnings for a decade 📉 Global dependency Nuclear stocks are rotating into meme hype. This isnt a renaissance. Its a rerun of Enron"
X Link 2025-05-25T10:56Z [---] followers, [---] engagements
"✅ Dominion Energy $D is collaborating with Commonwealth Fusion Systems (CFS) on the first planned commercial fusion plant in Virginia (ARC project). CFS will build it; Dominion provides land access and technical support. Other private leaders in fusion: Helion Energy (contract with Microsoft) Proxima Fusion (Germany stellarator-based) Tokamak Energy (UK spherical tokamaks) None of these are public yet but fusion is moving fast"
X Link 2025-05-25T12:20Z [---] followers, [--] engagements
"Yes Cameco ($CCJ) owns 49% of Inkai a major uranium operation in Kazakhstan (Kazatomprom holds the other 51%). So a significant portion of CCJs production is exposed to Kazakh risk both geopolitical and logistical. In fact Inkai contributed 40% of Camecos total production volume in recent years. This is exactly why CCJ isnt insulated from supply shocks. If a trade disruption hits Kazakhstan even Western miners like CCJ will feel it"
X Link 2025-05-25T20:51Z [---] followers, [--] engagements
"🧵 Why I'm long FMC Corporation $FMC : a contrarian deep-dive into a misunderstood agricultural innovator facing temporary headwinds. 🌾📊"
X Link 2025-06-17T01:18Z [---] followers, [---] engagements
"1/ 🌱 Snapshot: $FMC is a global leader in crop protection offering: 🐜 Insecticides: 56% (Diamides e.g. Rynaxypyr) 🌿 Herbicides: 30% (Authority historically paraquat distribution) 🍄 Fungicides: 8% (Rapidly expanding via novel active ingredients) Despite recent market challenges its fundamental strengths remain overlooked. 📈"
X Link 2025-06-17T01:18Z [---] followers, [--] engagements
"2/ 📉 Temporary Troubles: [----] was toughinventory destocking across the ag industry led to weak sales ($4.25B revenue) compounded by drought impacts in key markets like Brazil. The stock is down 14% YTD reflecting skepticism about recovery. 🛑 $FMC stock currently trades at $42 significantly off recent highs reflecting market concerns around those inventory levels macro volatility and regulatory headwinds. However these concerns seem largely priced in offering an attractive entry point"
X Link 2025-06-17T01:18Z [---] followers, [---] engagements
"3/ 🚩 Recent Performance (2024): Revenue: $4.25 billion (down 5% YoY) Adjusted EBITDA: $903 million (margin at 21%) Earnings per diluted share: $3.48 (down 8% YoY) Despite headwinds FMC maintained strong profitability"
X Link 2025-06-17T01:18Z [---] followers, [---] engagements
"4/ 🔍 Market Mispricing: Trading at 1.1x sales vs. peers like Corteva (2.7x) FMCs valuation doesn't reflect its innovative pipeline margin recovery and strategic pivot to biologicals. Undervalued broken. 💡 Crop protection is essential for global agriculture. FMC competes directly with giants like like Bayer BASF Corteva ADAMA and UPL yet uniquely focuses solely on chemicalsenabling dedicated R&D investments (6-7% of sales) into novel patented technologies. FMC exclusively invests in differentiated patented productsno commoditized seed business distractions"
X Link 2025-06-17T01:18Z [---] followers, [---] engagements
"6/ 💼 Insider Confidence: Strong Signal 🚨 CEO Pierre Brondeau personally acquired $1.94 million of FMC stock near recent lows ($35$38 range) alongside other insiders totaling $2.36 million. Insiders are buying aggressively signaling deep conviction in FMCs rebound. 🧠💰"
X Link 2025-06-17T01:18Z [---] followers, [--] engagements
"7/ 🚀 Near-Term Catalysts: Fluindapyr (fungicide) Rollout: Already successful in Latin America & Asia with an imminent U.S. expansion via Corteva partnership for corn/soybeans by [----]. Targets major diseases like tar spotaddressing massive markets (95M acres corn 80M soybean). 🌽🛡 Dodhylex Approval: First new herbicide mode-of-action in [--] years targeting resistant weeds; 35% of global rice acreage initially expansion potential into corn soybeans and sugarcane markets. With a novel mode of action (Group 28) approved in the Philippines broader regulatory approvals are underway with a major"
X Link 2025-06-17T01:18Z [---] followers, [---] engagements
"10/ 💰 Financial Targets and Margin Expansion: FMC projects EBITDA recovery: from $900M (2025) to $1.2B by [----]. EPS growth forecasted at 41.3% by [----]. Resilient Margins: Despite recent headwinds FMC maintains solid margins (22% EBITDA in tough 2024). Margins projected to rebound to 23%+ by [----]. Margin drivers: Premium product mix cost efficiency ($165M savings achieved in 2023) operational leverage as volume rebounds. Improving margins and robust cash flow generation capabilities providing capacity for further strategic investments. Share Buybacks: FMCs strong free cash flow ($300M"
X Link 2025-06-17T01:18Z [---] followers, [--] engagements
"11/ ⚖ Financial Health & Valuation FMC trades at just 1.1x sales vs. Cortevas 2.7x or Bayer [---] reflecting current pessimism. 💵 R&D Pipeline: FMC boasts one of the industrys strongest R&D pipelines with 20+ active ingredients in discovery and development focused on novel modes of action essential for long-term differentiation and margin protection. 🔬 Competitor Dynamics: FMC maintains superior profitability metrics with a ROIC of 10% significantly above peers like Corteva (4.96%) and Bayer (3.65%). Robust return on invested capital reflecting strong capital allocation and profitability"
X Link 2025-06-17T01:18Z [---] followers, [--] engagements
"12/ 🌍 Global Footprint: Balanced geographic exposureAmericas (60%) EMEA (20%) Asia (20%). Diversification helps absorb regional disruptions (FX volatility local regulatory changes). FMCs pipeline products like Dodhylex and fluindapyr uniquely positioned to capture demand in key emerging markets. Expansion into high-growth markets (India Southeast Asia Africa Eastern Europe) leveraging locally adapted solutions (Dodhylex for rice) provides a significant untapped revenue upside and offer long-term growth.📈 Geopolitical Tailwinds: Ongoing geopolitical instability (e.g. Middle East conflicts"
X Link 2025-06-17T01:18Z [---] followers, [--] engagements
"14/ 🎯 Valuation & Timing: FMC is meaningfully undervalued. Analysts like Jefferies and KeyBanc reaffirmed targets of $4951 while the stock trades at a deep discount due to temporary pressuresinventory destocking cautious guidance and litigation noise. 📉 But these are cyclical not structural. Insider buying and financial discipline reinforce managements confidence. The setup is classic contrarian: enter before the rebound. Timing matters. 📈 Catalysts are in place: Inventory normalization (late 2024) Dodhylex launch + Fluindapyr scale-up Isoflex (2027) Biologicals ($2B goal by 2033)"
X Link 2025-06-17T01:18Z [---] followers, [---] engagements
"15/ 🧠 Investment Case: FMC is a high-conviction contrarian play: ✅ Temporary issues hiding strong fundamentals ✅ Rich pipeline with IP protection ✅ ESG-aligned growth attracts institutional capital ✅ Dividend yield + buyback flexibility = downside cushion 💵 Execution risk remains (product launches regulatory approvals) but the upside case is clear: a rerating fueled by normalized earnings margin recovery and demand for sustainable ag chemistries. Im long FMCnot chasing a narrative but backing a business with timing catalysts and valuation on its side. Lets track the rebound. 🌾🚀"
X Link 2025-06-17T01:18Z [---] followers, [----] engagements
"@DyrWrn Yes they're real. Perestroika ASTransoceans largest shareholderhas made multiple large open-market buys in round lots. These aren't symbolic; they're strong signals of insider conviction"
X Link 2025-06-27T20:34Z [---] followers, [--] engagements
"🧵 Why Im long ADTRAN Holdings $ADTN 📶: A deeply undervalued misunderstood fiber-optic pure-play positioned at the heart of global infrastructure 5G and AI data transport. Heres the full [--] year thesis. 🌐📡"
X Link 2025-07-01T17:58Z [---] followers, [---] engagements
"1/ 📡 Snapshot What is $ADTN ADTRAN Holdings ($ADTN) is a global telecom infrastructure provider with a vertically integrated fiber networking portfolio: Fiber Access (FTTH Combo-PON) Optical Transport (metro/core DWDM) Network Synchronization (Oscilloquartz for 5G/utilities) Software Automation (Mosaic One SDN orchestration) Post-ADVA merger its the only pure-play fiber sync software vendor worldwide. 🌎 https://www.youtube.com/watchv=2S5icFBMiuU https://www.youtube.com/watchv=kHhDoS0txRw https://www.youtube.com/watchv=iljKbYXX8tk https://www.youtube.com/watchv=CP1gXO80RM4"
X Link 2025-07-01T17:58Z [---] followers, [---] engagements
"23/ 💥 Risk-Reward Convexity Convex profile with visible strategic paths: Upside: $1926/share at 1.52x EV/Sales Current: $9.50/share Downside floor: $6/share book value Thats a rare combination of multiple upside pathways with well-anchored downside"
X Link 2025-07-01T17:59Z [---] followers, [---] engagements
"24/ ✅ Thesis Recap: Why Long $ADTN ADTN is a pure-play fiber sync and software infrastructure vendor with: Durable moats (Oscilloquartz Mosaic) Dual exposure to U.S. and EMEA infrastructure cycles Strong FCF and operational inflection Massive underappreciation by public markets 📈 Im long $ADTN. The market is late you dont have to be. https://www.youtube.com/watchv=dRkMHDwbFJ8 https://www.youtube.com/watchv=dRkMHDwbFJ8"
X Link 2025-07-01T17:59Z [---] followers, [---] engagements
"🔁 Reposting this with some hindsight. Know what you own and know why you own it. Peter Lynch This wasnt about proving anyone wrong it was about understanding the fundamentals and trusting the work. Still early days but the direction matters. $FLNC 🔋 Not here to dunk on anyone but @junkbondinvest short thesis missed the forest for the trees. This was never just a battery assembler. Still holding. Still early. 🚨 Mythbusting time Some folks claim Fluence Energy $FLNC is just assembling Chinese-made batteries 🔋. @junkbondinvest Lets break down why thats not true with facts memes and"
X Link 2025-07-03T22:38Z [---] followers, [---] engagements
""Last year the European Union moved to effectively ban Chinese vendors from its member states' 5G networks. This benefits Adtran as European Union member states are transitioning their supply chains from Chinese to non-Chinese companies including Adtran which already has a strong presence in the EU particularly in Germany. Adtran has expanded into Europe over a span of several years including when in [----] Adtran bought Nokia Siemens' broadband access business based in Germany." $ADTN $ADTN - Adtran: It's Been Through A Lot But Here's How Investors Could Benefit Going Forward."
X Link 2025-07-04T00:05Z [---] followers, [---] engagements
"Adding to the $FLNC momentum: Fluence has been selected by AMPYR Australia for a [---] MW / [---] MWh grid-scale BESS in New South Wales AMPYRs first project to reach financial close 🔹 Full turnkey EPC + 20-year service contract 🔹 Powered by Mosaic (AI bidding) & Nispera (asset mgmt) 🔹 Uses Fluences Gridstack platform 🔹 Energization expected in [----] Fluence now has [--] BESS live in Australia with more entering operations soon. This is a strong signal: global scale software depth and long-term visibility are compounding.📈"
X Link 2025-07-08T23:02Z [---] followers, [---] engagements
"Yes still bullish. $FLNC has a growing presence in Europe with projects in Germany Ireland Austria and more plus strong partners like Qcells and Siemens. Local players exist but Fluences full-stack model hardware AI bidding (Mosaic) and asset management (Nispera) gives it an edge as value stacking and grid volatility accelerate. Its positioned as a key player in Europes storage ecosystem. That said Im fully aware it could retrace 30-40% in the next correction. I dont set price targets but even up to $15/share the stock appears undervalued relative to its historical median price-to-sales"
X Link 2025-07-10T17:39Z [---] followers, [--] engagements
"All the core metrics still check out for $CPNG. Market share logistics moat WOW subscriber base margin & cash flow improvements healthy balance sheet and undemanding valuationall supportive. Tech indicators are showing strong buy. Not invested personally in the above companies but CPNG is still on my watchlist among them"
X Link 2025-07-16T21:23Z [---] followers, [--] engagements
"Last week I attended a BioNTech $BNTX conference at my university and it left a mark. One trial in particular stood out: Autogene cevumeran a personalized mRNA vaccine targeting neoantigens in resected pancreatic cancer (PDAC). Presented by Balachandran et al. (AACR [----] CT025) and published by Rojas et al. in Nature (2023) this study may be a glimpse into the future of immuno-oncology. 🧬 The concept: Each patient gets a bespoke mRNA vaccine tailored to the unique mutations in their tumor. 💥 The result: 50% of patients mounted neoantigen-specific de novo T-cell responses. 🤯 Those who"
X Link 2025-07-16T22:04Z [---] followers, [---] engagements
"The up to 70% tax credit under the Inflation Reduction Act (IRA) is accurate when stacking the available incentives: ✅ 30% base ITC for standalone energy storage ➕ +10% for meeting domestic content requirements ➕ +10% for siting in energy communities ➕ +1020% for qualifying low-income projects Up to 70% total depending on project eligibility. So yes 70% is possible but 40% is already realistic today if you meet labor and domestic content requirements. From the U.S. EPA: The ITC now includes standalone storage technologies (e.g. batteries) with a minimum capacity of [--] kWh. The base credit is"
X Link 2025-07-17T11:52Z [---] followers, [--] engagements
"Youre missing $FLNC (Fluence Energy) arguably the most direct beneficiary of this policy shift. Fluence is chemistry-agnostic and already working to onshore its supply chain including battery packs assembled in the U.S way more scalable than EOSE. As Chinese lithium-ion components face steep tariffs Fluence can leverage U.S. IRA incentives and local partners to gain share in grid-scale storage. Theyre also expanding non-lithium alternatives further insulating them from Chinese material dependence. Unlike startups Fluence is already cash-flow positive with a massive project backlog and"
X Link 2025-07-17T18:35Z [---] followers, [----] engagements
"Youre assuming Fluence builds its own chemistries it doesnt. Cell supply is handled by AESC (Envision) which already operates a major Li-ion gigafactory in Kentucky with plans to expand. Unlike $EOSE which is betting the house on zinc hybrid cathode tech Fluence is chemistry-agnostic and scales with proven tech primarily LFP (LiFePO4) today with 20+ GWh deployed globally. Now lets talk about $EOSE: 🧪 Zinc is: 🧨 Unproven at scale 🔋 Low energy density 🏭 Manufacturing-intensive (stacking sealing thick electrodes) 🚫 Not cost-effective without massive subsidies 💸 $EOSE has burned through"
X Link 2025-07-17T18:52Z [---] followers, [---] engagements
"AESC is not blacklisted theyre not Chinese-owned but Japanese (formerly Nissan). Envision AESC has active IRA legal counsel and is working with the DOE to clarify status. Other IRA-eligible companies (e.g. Hanwha Qcells) went through similar delays and resumed with guidance. More importantly: Fluence is not betting its supply chain on any single supplier. AESC is just one leg of a multi-supplier modular stackable setup"
X Link 2025-07-17T18:57Z [---] followers, [---] engagements
"Youre half right scaling is hard and tariffs are painful. But thats exactly why Fluence stands out. ⚙ This isnt a plan on paper. Fluence already: 🏗 Runs [--] U.S. facilities 🔌 Has [--] GWh deployed globally 💰 Books billions in utility-scale contracts 📈 Guides to GAAP profit by FY26 Compare that to others: $EOSE Still proving Gen [--]. $SLDP Still sampling. $QS Still promising. Yes localization takes time but Fluence is already executing while others are writing white papers and raising dilutive capital. And the tariffs They hurt everyone but only a few have: ✅ Domestic integration ✅ Software"
X Link 2025-07-17T19:03Z [---] followers, [--] engagements
"@primedcapital @insightfulproj How do these facts sit with you @KevinFi69594692 @StockSavvyShay You are the one that is way behind 👇 @KevinFi69594692 @StockSavvyShay You are the one that is way behind 👇"
X Link 2025-07-17T20:48Z [---] followers, [---] engagements
"Ah yes the classic $15B pipeline flex just ignore that 95% of it is non-binding grant-contingent vaporware. Meanwhile $FLNC is doing the thing $EOSE only tweets about: 🔥 Deals just in the last [--] days: Signed with Verbund (Austrias largest utility) Closed major grid-scale deal in Finland Expanding operations in Melbourne to meet APAC demand 🤝 Powering Metas datacenters via AES with Fluence storage Thats not pipeline thats signed scaling integrated. Now stack that on top of: 🔹 $4.2B firm backlog 🔹 20+ GWh deployed 🔹 Tier [--] clients (PG&E Dominion AES) 🔹 High-margin software biz (Fluence"
X Link 2025-07-17T22:32Z [---] followers, [---] engagements
"True a lot of upstream materials (like graphite cathodes etc.) still come from China or are refined there. But the cells themselves are assembled in Tennessee by Envision AESC which qualifies under USMCA/IRA rules. So its not a Chinese battery by industry or regulatory standards"
X Link 2025-07-18T16:32Z [---] followers, [---] engagements
"And the inverter Also not Chinese. For U.S. projects Fluence sources from SMA (Germany) Power Electronics (Spain) and other IRA-compliant suppliers. They dropped Huawei and Sungrow years ago. Some internal components may be globally sourced but the system like the batteries meets domestic content rules"
X Link 2025-07-18T16:34Z [---] followers, [---] engagements
"When I first bought ICLN the whole basket looked very attractive from a diversification and valuation standpoint. I was particularly interested in names like Nextracker (NXT) which I had previously in my portfolio and First Solar (FSLR)both are well-positioned in the solar hardware space. Beyond the U.S. I found the exposure to China Yangtze Power Chubu Electric Power Iberdrola and SSE plc especially appealing. These are large stable utilities with substantial renewable portfolios and they offer geographic and regulatory diversification I couldnt easily get through my broker. So for me ICLN"
X Link 2025-07-19T19:40Z [---] followers, [--] engagements
"@hiteshkar If they hit 2530% CAGR Id expect $300350M ARR in [--] years. Upside scenario with faster global rollout + upsell = $400500M. Softwares already high-margin (70%) so its the real multiple expander long term"
X Link 2025-07-20T11:50Z [---] followers, [--] engagements
"True graphite tariffs sting near term but likely not structural. AESC can requalify non-Chinese suppliers (POSCO Syrah Novonix) within a year. With graphite at 5% of costs and IRA incentives in play Fluence should manage the transition by [----] without long-term margin damage (6-18 months range issue)"
X Link 2025-07-21T09:40Z [---] followers, [---] engagements
"@SharogradskyM @rubicon59 Great take on $OCC totally agree on the asymmetric setup. Curious if youve looked at $ADTN lately Different profile but similar fiber exposure with upside from BEAD + ADVA. Also would love your thoughts on $COMM big legacy player but that debt load looks toxic"
X Link 2025-07-21T15:05Z [---] followers, [---] engagements
"Coking coal 🚀 +8% today after China rumors: Gov may inspect mines across [--] provinces spooking supply 🧱 Demand jumping as Beijing greenlights mega steel projects (e.g. Tibetan hydro dam = +36M tons steel) Its a perfect storm and $HCC gets paid. 🪨📈"
X Link 2025-07-22T14:00Z [---] followers, [---] engagements
"Michael Saylor is the Jesus Christ of crypto. He took out leverage bought the digital cross (aka [------] BTC) and promised to save us all. If he falls the whole market pays for our sins: liquidations margin calls and the second coming of fiat. $MSTR isnt a company its the Vatican on-chain. And hes not just hodling hes carrying our bags to salvation. 🙏📉✝ 👇 Counting the days until the Day of Resurrection Not for spiritual glory just to short the 2% on Polymarket and remind Saylor hes not the only one carrying a cross. ✝📉"
X Link 2025-07-22T15:22Z [---] followers, [---] engagements
"The best joke of the year. $FLNC @JimmyButlerCap $FLNC https://t.co/VnEEcmAgYc @JimmyButlerCap $FLNC https://t.co/VnEEcmAgYc"
X Link 2025-07-22T20:24Z [---] followers, [---] engagements
"Dont know enough about METC tbh but looks like its more U.S.-centric vs HCC which sells premium met coal into Asia. 🌏 $HCC ships premium met coal globally so it moves fast on China rumors. METC might just lag a bit or not be seen as a direct beneficiary. ⛏ Well wait and see. 👀"
X Link 2025-07-22T21:01Z [---] followers, [--] engagements
"YOU CANT MAKE THIS SHIT UP. $FLNC @CramerTracker "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 "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"
X Link 2025-07-22T21:57Z [---] followers, [---] engagements
"On $BMNR: Fair question. It did have the Tom Lee pump but Im not in it for the hype. Heres my current take: The Genius Act (signed July 18) is a game-changer. Its the first serious federal framework for USD-backed stablecoins: 1) Requires full 1:1 backing 2) Monthly audits 3) Regulatory clarity at both state and federal levels This could finally legitimize stablecoins like USDC for institutional use. Most of those stablecoins run on Ethereum which is why ETH pumped. The ETH narrative now has deep macro tailwinds: stablecoin adoption = on-chain usage = long-term ETH demand. Institutions know"
X Link 2025-07-22T23:21Z [---] followers, [---] engagements
"Also keep in mind these two key updates: ARKKs timing on $BMNR ARKK couldnt invest in BMNR earlier because it failed to meet their liquidity and free-float thresholds. Until recently daily trading volume and market cap were simply too low. However following the Genius Act catalyst and rising institutional interest in Ethereum BMNRs volume surged. ARK reported acquiring approximately [---] million shares ($182 million) today largely for their flagship Innovation ETF (whatever that is) a clear sign the ticker is now compliant. Why Peter Thiel picked BMNR over ETHA: Peter Thiels Founders Fund"
X Link 2025-07-23T00:31Z [---] followers, [---] engagements
"$BNTX has in my opinion the biggest chance of winning with their current pipeline. 🥇 $BNTX's valuation is undervalued after the lucrative $BMY deal worth up to $11 billion and BNT327's potential. Once biotech sentiment reverses $BNTX should trade above $200/share driven by its AI capabilities recent acquisitions and over $18 billion in net cash. $BNTX's valuation is undervalued after the lucrative $BMY deal worth up to $11 billion and BNT327's potential. Once biotech sentiment reverses $BNTX should trade above $200/share driven by its AI capabilities recent acquisitions and over $18 billion"
X Link 2025-07-23T19:07Z [---] followers, [---] engagements
"$BMNR at [--] mNAV. Link https://t.co/QlKvKz4s8a Link https://t.co/QlKvKz4s8a"
X Link 2025-07-24T11:50Z [---] followers, [---] engagements
"Latest housing data shows a cooldown in home prices especially in parts of the Sun Belt like Texas and Florida. Redfin says 15% of pending home sales fell through in June the highest since [----] a sign buyers are getting nervous due to high rates + inflation. But heres why this is actually mixed-to-positive for $MHO: ✅ MHO builds in [--] states and many of them like Ohio (OH) Indiana (IN) Illinois (IL) Michigan (MI) and Minnesota (MN) are in the Midwest where prices are more stable and supply is still tight. These markets didnt see wild pandemic surges so they arent correcting as hard now. ⚠ In"
X Link 2025-07-24T18:03Z [---] followers, [---] engagements
"@EXP_Philosopher Fair point but its a lumpy business by nature: long sales cycles project-based revenue. As long as Siemens & AES keep backing them execution can shift meaningfully quarter to quarter both ways"
X Link 2025-07-27T17:41Z [---] followers, [--] engagements
"⚡ 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 [------] homes at peak times 💰 Cost estimate: around A$1.0 to [---] billion (approx. US$650 million) 🛠 Timeline: construction begins mid2026 completion by [----] 👷 Jobs: about [---] construction jobs and [--] permanent technician roles when operating This is Fluences largest project ever bringing its total storage capacity in Australia to 5"
X Link 2025-07-30T23:41Z [---] followers, [----] engagements
"BioNTech Q225: Sales double to 260M loss shrinks to 386M. Keeps guidance at 1.72.2B. Deals with CureVac & BMS set to accelerate oncology pipeline. Cash stack 16B. CureVac takeover + Bristol Myers BNT327 deal ($1.5B upfront $7.6B milestones). Pivoting from COVID to oncology momentum. $BNTX #Oncology #mRNA $BNTX Q2 '25: Net loss 386.6m EPS [-----] Rev 260.8m Cash/investments 16b R&D spend 509.1m BMS deal: $1.5b upfront in Q3 $2b anniv payments '26-28 up to $7.6b in milestones FY25 guidance: Rev 1.7b-2.2b PR: https://t.co/oqMAXeb6OG https://t.co/WMb001Goa1 $BNTX Q2 '25: Net loss 386.6m EPS -1.60"
X Link 2025-08-04T13:42Z [---] followers, [---] engagements
"Looks like a turnaround. $RIG $RIG Transocean Beats Q2 Revenue Estimates to $988M on Higher Rig Utilization $RIG Transocean Beats Q2 Revenue Estimates to $988M on Higher Rig Utilization"
X Link 2025-08-04T21:14Z [---] followers, [----] engagements
"@roni_arad : We also continue to improve our balance sheet and are on track to reduce our debt by over $700 million this year creating long-term value for our shareholders"
X Link 2025-08-04T21:33Z [---] followers, [--] engagements
"Warrior Met Coal $HCC Q2 [----] Update: EPS came in at $0.11 well above consensus (which expected a loss). Still down sharply from $1.35 last year mostly due to weaker pricing ASP dropped 30% to $130/ton. But the big story is Blue Creek They sold 239k tons in their first-ever commercial quarter (ahead of schedule) and produced 348k tons via continuous miner. The longwall system a high-capacity fully mechanized mining method that dramatically boosts output is now expected to start up in early Q1 [----]. Thanks to Blue Creek's lower-cost product cash costs fell 18% QoQ to $101/ton. All YoY"
X Link 2025-08-06T20:55Z [---] followers, [----] engagements
"Not directly. The U.S. exports metallurgical coal to India not the other way around. So any U.S. tariffs on Indian exports (like steel) dont directly impact Warrior Met Coal or other U.S. coal exporters. But they can still matter indirectly and heres how: When the U.S. imposes tariffs on Indian steel it makes it harder for Indian steelmakers to export to the U.S. (which is one of the worlds most profitable steel markets). That leads to: 1.Lower steel exports from India 2.Reduced production of premium-grade steel which typically uses high-quality met coal like Warriors High-Vol A 3.Less demand"
X Link 2025-08-07T07:33Z [---] followers, [---] engagements
"📉 $FMC has been cut in half over the past [--] years. Most think its just another ag stock in secular decline. Are they wrong Heres what really happened why LATAM was the real reason for the crash and why Im buying the dip now just as that story is reversing: Between [--------] FMC was crushed by global destocking - but nowhere more than Latin America especially Brazil. In Q3Q4 [----] LATAM sales dropped over 30% YoY due to inventory reductions and droughts in Brazil and Argentina. This crushed volumes forced FMC to cut guidance twice and caused massive stock drops of 13%+ and 34%+ on earnings."
X Link 2025-08-08T16:27Z [---] followers, [---] engagements
"@EXP_Philosopher I bought it in January only to sell it too soon"
X Link 2025-08-09T09:06Z [---] followers, [--] engagements
"@hiteshkar $BMNR now holds [-------] $ETH That was quick"
X Link 2025-08-11T12:26Z [---] followers, [--] engagements
"@fr33d3r Welcome 🙏 $FLNC"
X Link 2025-08-11T12:51Z [---] followers, [---] engagements
"Fluence ( $FLNC ) Market Still Stuck on the Past 📉⚡ Todays drop Analysts expected higher Q3 revenue. Fluence missed. But lets be real these are the same analysts who not long ago were slapping 2$4$ price targets on the stock. The only thing I can recall lately are downgrades not upgrades. The future is what matters. And the future is strong: $2.5B backlog expected to convert in FY26. Backlog up 9% YoY despite near-term headwinds. Energy Storage Deployments: [---] GW (+26% YoY) [----] GWh (+30% YoY). Pipeline up 38% in GW and 42% in GWh YoY in storage. Services AUM up 28% YoY. Digital AUM up 18%"
X Link 2025-08-11T21:50Z [---] followers, [----] engagements
"I listened to $FLNC Q325 so you dont have to. Big picture: US policy tailwinds locked in domestic content advantage widening ramp hiccup in AZ largely a timing thing and demand is re-accelerating. Lets go 🧵 👇"
X Link 2025-08-12T19:06Z [---] followers, [----] engagements
"1/10 What just happened at $FLNC 🔋📞 The paused U.S. deals were fully RE-ACTIVATED first domestic-content system delivered and policy tailwinds (OBBBA) harden the moat. Short-term: AZ ramp noise. Medium-term: scarcity value for compliant supply. Q3 rev $603M; 15.4% adj. GM FY25 rev guided to $2.6B GM 1012% adj. EBITDA $0$20M Liquidity $900M (+ new $150M unsecured facility 6% all-in)"
X Link 2025-08-12T19:06Z [---] followers, [---] engagements
"8/10 Storage Gas and AI is a new TAM wedge ⚡🤖 BESS beats gas turbines on capacity cost and speed to deploy. June milestone: batteries supplied 26% of CAISOs evening peak surpassing gas for the first time. Data-center loads are spiky; BESS smooths surges behind-the-meter or at T&D nodes. Mgmt pegs at least $8.5B TAM through [----] for AI-driven BTM solutions. Not priced in whatsoever"
X Link 2025-08-12T19:06Z [---] followers, [---] engagements
"9/10 Why Fluence specifically wins here 🥇 First U.S. domestic-content compliant system delivered; U.S. production ramping. System-level domestic content & IRA-compliant inverters (e.g. SMA Power Electronics ) + AESC cells assembled in Tennessee meets U.S. rules; not a Chinese battery. Flexible contracting + global sourcing cushioned [------] volatility; ARR to $145M exit-FY25 supports margin quality. Buffett once said: "Never bet against America" 🦅🦅🦅👇 https://www.youtube.com/watchv=JPlRNQtjOHc https://www.youtube.com/watchv=JPlRNQtjOHc"
X Link 2025-08-12T19:06Z [---] followers, [---] engagements
"10/10 The punchline 💥 $FLNC is set to print a quarter with revenue roughly equal to its MARKET CAP. In one month NO ONE will remember the Arizona facility. Graphite fears are priced in. With OBBBA/FEOC shaping a domestic-content market Fluencethe most dominant U.S. player with a $23.5B pipeline and $4.9B backlogis positioned to sidestep tariff pressure and compound. 📈🔋 THIS IS NOT FINANCIAL ADVICE"
X Link 2025-08-12T19:06Z [---] followers, [----] engagements
"The X-axis is a morningmidday window (612 hrs). Grey = raw data center load which spikes during AI compute surges (red dashed lines). Green = smoothed load with BESS which soaks up surges and releases power evenly. Why its needed AI workloads create short steep spikes in demand that strain grids trigger expensive peaker plants and risk outages. Why its economical BESS reacts in milliseconds (unlike gas turbines) is cheaper on a capacity-cost basis and deploys far faster perfect for co-location with new AI data centers"
X Link 2025-08-13T12:46Z [---] followers, [--] engagements
"🚨 Big milestone for U.S. energy storage ⚡ Fluence $FLNC just delivered its first domestically manufactured Gridstack Pro system built with U.S.-made batteries modules and enclosures. Supporting over [--] GWh of capacity already deployed across 90+ U.S. projects. 🔋 https://x.com/ScottReinfeld/status/1963629417797697653/video/1 https://x.com/ScottReinfeld/status/1963629417797697653/video/1"
X Link 2025-09-04T18:56Z [---] followers, [----] engagements
"Hey @NanoBanana generate a futuristic clean energy landscape with fusion energy solar PV fields and large-scale battery storage facilities"
X Link 2025-09-05T15:02Z [---] followers, [--] engagements
"@CNN Sources confirm: the shooting in occupied Jerusalem was carried out by an unidentified individual who accidentally opened fire on a Zionist in what some describe as an incident on disputed territory. @CNN"
X Link 2025-09-08T22:01Z [---] followers, [--] engagements
"Fluence just made S&P Globals Tier [--] Cleantech Companies [----] list. ⚡ That means bankability scale and sustainable innovation in energy storage - proven through a tough six-point evaluation on market presence manufacturing financials & more. Big credibility boost for $FLNC in the energy transition. 🌍"
X Link 2025-09-18T15:50Z [---] followers, [---] engagements
"Data centers need resilience & security. $FLNC delivers with: ⚡ Gridstack proven modular battery system for backup & grid stability. ⚡ Smartstack next-gen high-density AC platform (30% smaller footprint 28h duration). The real AI play is the energy. Global data center power demand will double in the next [--] years and triple by [----]. Niche companies that can supply power to or store it for data centers will skyrocket. $ET $CEG $FLNC $BEP $NEE https://t.co/FQpW51ACcX The real AI play is the energy. Global data center power demand will double in the next [--] years and triple by [----]. Niche"
X Link 2025-09-24T23:56Z [---] followers, [---] engagements
"The Vietnam facility is strategically placed to serve Indias booming PV market. India is rapidly scaling solar capacity but also moving away from dependence on Chinese imports through tariffs and policy support. Vietnam offers Fluence a low-cost manufacturing base integrated into Asias supply chains yet outside of the direct trade frictions between China and India. That puts it in a prime position to supply storage and grid solutions as India ramps toward its [---] GW renewable target. 🎯"
X Link 2025-09-28T19:46Z [---] followers, [---] engagements
"Yesterday our research group at the Max Planck Institute for Plasma Physics (IPP) - working on plasma edge physics in the ASDEX Upgrade fusion device - had an official photo session. Ive been told that my photos will soon appear on IPPs social media and maybe even in a newspaper It was a really special and exciting moment for me 💫"
X Link 2025-10-15T19:09Z [---] followers, [---] engagements
"Dont underestimate $BNTX. Theyve spent 10+ years refining mRNA and immuno-oncology - long before Googles $GOOG AI-drug discovery. Founded in [----] BioNTech now runs multiple Phase [--] trials (like BNT327 + chemo in lung cancer) and 20+ active Phase 2/3 oncology programs across solid tumors and immunotherapies. Their total pipeline exceeds [--] clinical candidates with partnerships spanning from Bristol Myers Squibb Pfizer Genmab Regeneron and others. The companys evolution from COVID pioneer to oncology powerhouse isnt theoretical - its already executing late-stage studies. So while Googles just"
X Link 2025-10-16T09:15Z [---] followers, [---] engagements
"North Carolinas Spruce Pine region indeed supplies the majority of the worlds ultra-high-purity quartz. But when we talk about refined quartz more broadly (used across solar glass and alloys) China is still the dominant producer and exporter by volume. The U.S. dominates only that tiny ultra-pure niche"
X Link 2025-10-16T19:50Z [---] followers, [--] engagements
"Americans are dominating the fusion race: Commonwealth Fusion Systems (@CFS_energy) backed by Bill Gates Breakthrough Energy recently raised a $1 billion+ round and now partners with Google / DeepMind $GOOGL to use AI to optimize plasma control - and Google has already signed a [---] MW PPA with CFSs future ARC plant. Meanwhile Munich-based Proxima Fusion (@proximafusion) - a spin-out from the Max Planck Institute for Plasma Physics (IPP) - has closed a record [---] million Series A (extended to [---] million) to build its Stellarator Model Coil by [----] and a demonstrator Alpha by [----]. In close"
X Link 2025-10-16T22:20Z [---] followers, [---] engagements
"2 billion by [----] is a start - but Commonwealth Fusion Systems in the U.S. has already raised $3 billion privately backed by Bill Gates Breakthrough Energy and Google DeepMind. Europe needs private capital to match public ambition. Without industrial-scale investment fusion here stays stuck in research. Sauberer sicherer & bezahlbarer Strom: Das knnen wir mit Fusionskraft schaffen Die Bundesregierung hat den Aktionsplan Fusion beschlossen ein Flaggschiff der #HightechAgendaDeutschland - mit mehr als [--] Mrd. Euro bis [----] fr die Fusionsforschung. 👉https://t.co/0wJ4DdrJUM"
X Link 2025-10-16T22:50Z [---] followers, [---] engagements
"1/ 🔋 Why am I talking about $AES's earnings call Because Im a $FLNC shareholder and what the parent company just said is a huge vote of confidence. 🧵"
X Link 2025-05-02T21:14Z [---] followers, [---] engagements
"2/ 💬 $AES CEO on Fluence: Fluence is not at a value that we would tap that. It is significantly undervalued. Thats from the parent company that owns 59% of Fluence. 🤯 https://www.investing.com/news/transcripts/earnings-call-transcript-aes-misses-q1-2025-eps-forecast-stock-rises-93CH-4020411 https://www.investing.com/news/transcripts/earnings-call-transcript-aes-misses-q1-2025-eps-forecast-stock-rises-93CH-4020411"
X Link 2025-05-02T21:14Z [---] followers, [---] engagements
"@DastanyLFC I saw that the 10-Q just mentions the $FLNC - related lawsuit. $AES made it clear they believe they have solid legal defenses and plan to fight it strongly"
X Link 2025-05-04T10:38Z [---] followers, [---] engagements
"13 Need scale Look at this: This map shows the tiny land area needed to power the entire world with thermal solar: ☀ Just a patch of the Sahara. Check out page [--] 👇 Not [--] years. Not $10 billion. Not geopolitical chess. Just silicon + sunlight + shipping hydrogen. https://www.truevaluemetrics.org/DBpdfs/Energy/Solar/Ecobalance_of_a_Solar_Electricity_Transmission.pdf https://www.truevaluemetrics.org/DBpdfs/Energy/Solar/Ecobalance_of_a_Solar_Electricity_Transmission.pdf https://www.truevaluemetrics.org/DBpdfs/Energy/Solar/Ecobalance_of_a_Solar_Electricity_Transmission.pdf"
X Link 2025-05-25T10:56Z [---] followers, [---] engagements
"14 Even in Israel: Total land required to power the country via solar Full grid decarbonization needs [--] km (0.23% of land). Compare that to the capex build time regulatory risk and uranium supply chokepoints of nuclear. Its not even close"
X Link 2025-05-25T10:56Z [---] followers, [---] engagements
"🚨 Major update for $FLNC Fluence Energy just secured tailored investment backing from the Victorian government to expand its Australian HQ in Melbourne. 🧵Heres why it matters: [--]. Australia is Fluences #2 global market behind only the U.S. [--]. This move signals deepening roots in a country targeting 95% renewables by [----]. [--]. The expansion will create [---] high-skilled jobs in energy storage engineering & software precisely the kind of local talent Fluence needs to lead APAC. [--]. State backing isnt just cash its strategic alignment. Victoria is investing in grid-scale batteries and Fluence is"
X Link 2025-06-17T13:39Z [---] followers, [----] engagements
"6/ 📈 Clear Margin Expansion Path FY2026 targets: Gross Margin 40% Operating Margin 12% Drivers: Mosaic SaaS growth Oscilloquartz expansion Supply chain integration normalized input costs Significant operating leverage ahead"
X Link 2025-07-01T17:58Z [---] followers, [--] engagements
"🚨 The reported take-private exploration by AES Corp $AES could have major implications for Fluence Energy $FLNC where AES holds a 34% stake. While headlines focus on governance risk the strategic lens tells a different story: ✅ Greater autonomy for $FLNC in capital allocation & strategy ✅ Potential removal of the AES overhang thats long weighed on valuation ✅ Possibility of a full or partial stake divestment unlocking liquidity ✅ Increased visibility as a pure-play leader in grid storage + software ✅ Optionality for future M&A as energy transition accelerates ⚡ Yes short-term volatility is"
X Link 2025-07-08T21:52Z [---] followers, [----] engagements
"📈 $ADTN prelim Q2 rev $262.5$267.5 M (4 % beat vs Street $255.6 M) and above prior guide $247.5$262.5 M. CEO cites stronger broadband demand. Shares +9 % today. Full results [--] Aug. Mgmt still eyeing non-core asset sales to cut leveragenext catalyst. https://www.businesswire.com/news/home/20250716896357/en/ADTRAN-Holdings-Inc.-announces-higher-than-expected-preliminary-Q2-2025-revenue https://www.youtube.com/watchv=-433JnPZWHg https://www.youtube.com/watchv=-433JnPZWHg $ADTN pre-released revs 4% better than consensus. CEO: "Business conditions have continued to strengthen during Q2 of 2025"
X Link 2025-07-16T21:03Z [---] followers, [---] engagements
"📊 Current positions based on entry allocation not mark-to-market prices. This pie reflects how I originally deployed capitalnot how the portfolio looks after price moves. Long: $FLNC $ADTN $HCC $RIG $ICLN $BNTX $FMC $MHO"
X Link 2025-07-19T16:20Z [---] followers, [----] engagements
"I picked M/I Homes ( $MHO ) over Lennar and Toll for a few reasons that align better with my investment style and risk tolerance: [--]. Geographic Focus MHO builds in about [--] states including Ohio Indiana Illinois Michigan Minnesota Florida Texas North Carolina and Tennessee. These are markets I personally find compelling: largely Red or swing states with strong in-migration job growth and relatively affordable housing especially compared to oversaturated or speculative coastal markets. Unlike LEN and TOL which are more national or luxury-focused I feel I have better local insight into MHOs"
X Link 2025-07-19T22:13Z [---] followers, [---] engagements
"Appreciate the kind words. Yes $MHO is a no-brainer. Cleaner balance sheet strong backlog and significantly better margins. I like pairing cyclicals with operational discipline. $ADTN This is a turnaround play. After several weak quarters and execution concerns theyre finally showing signs of life. Last week they pre-announced strong Q2 numbers guiding $262.5267.5M in revenue about 4% above expectations. Stock responded accordingly. The CEO explicitly said: Business conditions have continued to strengthen supported by improved market conditions and growing customer demand. But heres the real"
X Link 2025-07-22T23:15Z [---] followers, [---] engagements
"Thanks Heres a quick breakdown: ✅ Storage Tesla is the obvious name but my biggest position currently is Fluence Energy pure-play grid-scale storage with a strong software stack and global footprint. ✅ Renewables Hard to pick a winner across solar wind and hydro. So I chose to hold the ICLN ETF gives broad exposure without betting on any one tech or geography with diversified policy risks - not over concentrated in the US. ✅ Grid-edge infrastructure This sector already had a big run. Key names: Schneider Electric (European giant) Quanta Services $PWR transmission buildout Eaton Corp $ETN"
X Link 2025-07-27T17:35Z [---] followers, [--] engagements
"Adtran $ADTN shares dropped 14% today largely due to investor disappointment over the delayed sale of its Huntsville campus - an event that overshadowed a fundamentally strong Q2 earnings report. While the asset sale did not close this quarter due to ongoing contingencies management made it clear during the earnings call that the original buyer remains engaged and they are now exploring additional offers and a potential sale-leaseback of their East Tower. Importantly these steps are being taken thoughtfully from a position of growing financial strength - not financial distress as the new CFO"
X Link 2025-08-06T01:19Z [---] followers, [---] engagements
"$FLNC ⚡ fundamentals keep strengthening: 133MW = Polands largest BESS project 📜 17-yr contracted revenue (starts 2027) 🤝 Back-to-back wins with DTEK after Ukraine 🛡 Smartstack = software + cybersecurity moat 🚀 Steady compounding of fundamentals one project at a time"
X Link 2025-09-22T16:32Z [---] followers, [----] engagements
"@Nietschecapital If you are interested in $csco you better check out $ADTN. 👇 🧵 Why Im long ADTRAN Holdings $ADTN 📶: A deeply undervalued misunderstood fiber-optic pure-play positioned at the heart of global infrastructure 5G and AI data transport. Heres the full [--] year thesis. 🌐📡 https://t.co/UWMrLel7dc 🧵 Why Im long ADTRAN Holdings $ADTN 📶: A deeply undervalued misunderstood fiber-optic pure-play positioned at the heart of global infrastructure 5G and AI data transport. Heres the full [--] year thesis. 🌐📡 https://t.co/UWMrLel7dc"
X Link 2025-10-02T22:03Z [---] followers, [---] engagements
"I posted in July about how a possible $AES take-private could reshape $FLNC. Now with a $38B bid reportedly in play that thesis is getting tested in real time. AES isnt just a 34% shareholder - its also one of Fluences largest customers and project partners. A change in ownership could bring greater autonomy clearer governance and potentially remove the AES overhang thats capped valuation. If BlackRocks GIP follows through we could see liquidity options a stronger capital base and a cleaner identity for Fluence as a pure-play grid storage and software company. Still everything depends on how"
X Link 2025-10-06T16:39Z [---] followers, [----] engagements
"Warrior Met Coal $HCC secured a $46.8M federal lease covering 14000+ acres in Alabama granting access to 53M tons of metallurgical coal adjacent to its existing mines. ⚒ A strategic win - extending reserves enhancing integration and improving long-term optionality. ⚙"
X Link 2025-10-07T10:29Z [---] followers, [---] engagements
"$FLNC is finally being appreciated"
X Link 2025-10-13T14:13Z [---] followers, [---] engagements
"Well well suddenly its asymmetric Why not 10x Why not 20x Where are the numbers - backlog conversion rate valuation The irony is few understand why $FLNC fell half a year ago or why its recovering now. Thats the issue with retail psychology - narratives appear after price moves. The truth is simpler: it was mispriced and now sentiment and visibility are catching up. Next leg down theyll disappear again. 1/ $FLNC is the leading utility-scale battery provider with 5x potential. Power demand is exploding due to rapid data center buildout. Most of the new capacity should come from renewables"
X Link 2025-10-13T15:42Z [---] followers, [----] engagements
"⚡Fluence and Torch Clean Energy to deliver the [---] MW / [---] MWh Winchester Battery Energy Storage System - another milestone for grid-scale storage in the U.S. Fluence notes [--] GWh deployed or contracted across 90+ US projects. $FLNC"
X Link 2025-10-15T14:42Z [---] followers, [---] engagements
"$GSM The Real Strategic Material of the West ⚙ Ferroglobe sits at the intersection of three major Western narratives: the rise of solar energy ☀ the electrification of transport ⚡ and the return of protectionism 🛡. The company produces silicon and silicon alloys - foundational materials for solar panels $TAN semiconductors $SMH and advanced metals $XLB. In short it makes the substance behind the wafer chip and alloy additive that strengthens steel and aluminum. Production relies on electric arc furnaces that melt quartz and metallurgical coal to form metallic silicon. Its a highly"
X Link 2025-10-16T17:38Z [---] followers, [----] engagements
"Ferroglobe $GSM supplies 1315% of the worlds silicon metal - the raw feedstock later refined into polysilicon for solar and semiconductor wafers $SMH. About 45% of its revenue comes straight from this segment. Its the first industrial step in the chip supply chain - turning quartz into the silicon every wafer is built on. With 75% of global output in China and 10% in Russia Ferroglobe (14%) is the only scalable Western link in this chain - a small company sitting on a big strategic bottleneck. 🧱⚙ Not many people realize this"
X Link 2025-10-16T23:14Z [---] followers, [---] engagements
"@RJCcapital @temu143 @DeepValueBagger @hiteshkar @AJ_Invests_Co If ChatGPT and the DOE had a baby during an IRA subsidy hearing itd sound exactly like that comment"
X Link 2025-10-18T16:36Z [---] followers, [--] engagements
"Whats the bear case for $GRAB Please share 🙏"
X Link 2025-10-18T16:48Z [---] followers, [---] engagements
"Yeah I think $FLNC made real progress since those early execution issues. Theres been a wave of new announcements lately - the [---] MW / [----] MWh project in Australia (one of the biggest globally) plus deals in Ukraine and Poland with DTEK and other partners. Theyre also expanding across Europe and Latin America with more grid-stability projects entering the pipeline. All that signals momentum returning and a much healthier backlog of contracted work. That said I wouldnt say the execution risk is completely gone. FY25 revenue might still land below FY24 just because some projects are"
X Link 2025-10-18T19:03Z [---] followers, [---] engagements
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