[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @vinai_odds Vinai Oddiraju Vinai Oddiraju posts on X about $spwr, $run, $enph, $nxt the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::975098586970148865/interactions)  - X Week XXXXX +74% - X Month XXXXX +101% - X Months XXXXXX -XX% - X Year XXXXXXX +437% ### Mentions: XX [#](/creator/twitter::975098586970148865/posts_active)  - X Week XX -XXXX% - X Month XX +148% - X Months XXX -XX% - X Year XXX +232% ### Followers: XXX [#](/creator/twitter::975098586970148865/followers)  - X Week XXX +1.30% - X Month XXX +7.90% - X Months XXX +32% - X Year XXX +46% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::975098586970148865/influencer_rank)  ### Social Influence [#](/creator/twitter::975098586970148865/influence) --- **Social category influence** [finance](/list/finance) XXXX% [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% [automotive brands](/list/automotive-brands) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [$spwr](/topic/$spwr) #4, [$run](/topic/$run) 12.12%, [$enph](/topic/$enph) #32, [$nxt](/topic/$nxt) #9, [imo](/topic/imo) #289, [acquisition](/topic/acquisition) #1188, [has been](/topic/has-been) 6.06%, [$te](/topic/$te) #9, [te](/topic/te) 6.06%, [faster](/topic/faster) XXXX% **Top accounts mentioned or mentioned by** [@hiteshkar](/creator/undefined) [@adampeithman](/creator/undefined) [@dirtcheapstocks](/creator/undefined) [@marcravioli](/creator/undefined) [@grok](/creator/undefined) **Top assets mentioned** [Sunrun Inc (RUN)](/topic/$run) [Enphase Energy Inc (ENPH)](/topic/$enph) [Nxt (NXT)](/topic/$nxt) [First Solar, Inc. (FSLR)](/topic/$fslr) [Tesla, Inc. (TSLA)](/topic/$tsla) [GE Vernova Inc. (GEV)](/topic/$gev) ### Top Social Posts [#](/creator/twitter::975098586970148865/posts) --- Top posts by engagements in the last XX hours "Residential solar installation is less than ideal from a cash conversion standpoint (Im happy to do a separate thread on this if people are curious) so the main thing to keep an eye on is the trend as opposed to the level (9/20)" [X Link](https://x.com/vinai_odds/status/1980447366588297610) [@vinai_odds](/creator/x/vinai_odds) 2025-10-21T01:33Z XXX followers, XX engagements "$SPWR has been operating in its current state for essentially X quarters and you need X quarters of data for each cash conversion cycle calculation so Ive only got X data points for $SPWR. I also crunched numbers for $RUN (10/20)" [X Link](https://x.com/vinai_odds/status/1980447368630923723) [@vinai_odds](/creator/x/vinai_odds) 2025-10-21T01:33Z XXX followers, XX engagements "This was mainly driven by an increase in days of sales outstanding which measures how quickly accounts receivables are converted to revenue. Given the tariff whiplash in Q2 Im not overly concerned but I would hope this would come down in Q3 (12/20)" [X Link](https://x.com/vinai_odds/status/1980447372368130128) [@vinai_odds](/creator/x/vinai_odds) 2025-10-21T01:33Z XXX followers, XX engagements "For $RUN we have more data points: $RUN also saw an increase in CCC (from just under XX days to just under XX days). For $RUN though the change was driven by a drop in days payables outstanding or how long it takes for accounts payables to convert to expenses (13/20)" [X Link](https://x.com/vinai_odds/status/1980447374209404948) [@vinai_odds](/creator/x/vinai_odds) 2025-10-21T01:33Z XXX followers, XX engagements "Said differently even though $RUN converts cash faster in general in the past quarter providers for $RUN wanted cash faster and $SPWR had a harder time getting cash from customers. Neither situation is ideal but a few points dont make a trend (14/20)" [X Link](https://x.com/vinai_odds/status/1980447376038064219) [@vinai_odds](/creator/x/vinai_odds) 2025-10-21T01:33Z XXX followers, XX engagements "The good news is most investors wont be focusing on this metric. So why am I looking at it When a company is growing revenues and profits but the multiple is staying low its good to ask why. Im also not a fan of adjusted metrics which companies report (15/20)" [X Link](https://x.com/vinai_odds/status/1980447377841615058) [@vinai_odds](/creator/x/vinai_odds) 2025-10-21T01:33Z XXX followers, XX engagements "If the metrics are actually good no adjustments should be needed. All that said $RUN trades at about 2x forward sales while $SPWR trades at a little under 0.5x. Part of this is likely due to $RUN having a positive book value (16/20)" [X Link](https://x.com/vinai_odds/status/1980447379590639814) [@vinai_odds](/creator/x/vinai_odds) 2025-10-21T01:33Z XXX followers, XXX engagements "I'm used to $ENPH reporting earlier in the season but I'm not complaining. We have some time but there are X things I'll be looking for updates on: X. How pre-orders for the IQ9 480V microinverters are looking X. If next gen battery is still on track for release next year (1/2)" [X Link](https://x.com/vinai_odds/status/1979589267732005230) [@vinai_odds](/creator/x/vinai_odds) 2025-10-18T16:43Z XXX followers, XXX engagements "IMO using US steel for the frames is a bigger deal than people realize. Idk if $TE will become a preferred partner in the future ( $FSLR is the heavyweight US panel maker) but it's good for $NXT if there are more options (2/2)" [X Link](https://x.com/vinai_odds/status/1981044769121083682) [@vinai_odds](/creator/x/vinai_odds) 2025-10-22T17:07Z XXX followers, XXX engagements "TJ made it sound so good I started questioning why Sunder would sell in the first place. Obviously we dont know what the profit picture looked like but theres a chance it wasnt pretty. The fact that a lot of Sunder staff have stayed on so far is a good sign IMO (9/18)" [X Link](https://x.com/vinai_odds/status/1981191539507544427) [@vinai_odds](/creator/x/vinai_odds) 2025-10-23T02:50Z XXX followers, XX engagements "The biggest surprise in the transcript was how much Enphase $ENPH was referenced. TJ showered the company with praise especially for their new GaN microinverters and their software (11/18)" [X Link](https://x.com/vinai_odds/status/1981191543508582400) [@vinai_odds](/creator/x/vinai_odds) 2025-10-23T02:50Z XXX followers, XX engagements "3. How moving battery supply chains (LFP) out of China is going. IIRC $ENPH was hoping to have at least some manufacturing out of China by Q1 XX I believe $TSLA $SPWR and $NXT all report earlier so we'll hopefully get a lot of context beforehand (2/2)" [X Link](https://x.com/vinai_odds/status/1979589269103509999) [@vinai_odds](/creator/x/vinai_odds) 2025-10-18T16:43Z XXX followers, XXX engagements "Until the dilution is completed theres a soft ceiling on how high this one can go. Im setting my base fair value to $XXXX (400M 2026 rev 140M shares out P/Fwd sales of .75). This is also the conversion price for the September 2024 notes (19/20)" [X Link](https://x.com/vinai_odds/status/1980447384875458896) [@vinai_odds](/creator/x/vinai_odds) 2025-10-21T01:33Z XXX followers, XX engagements "As for tomorrow I will be looking to see how $SPWR is converting cash in addition to growing revenue and profits. We love to see growth but it has to materialize into cash flow. Hope this helped. GLTA and DYOR (20/20)" [X Link](https://x.com/vinai_odds/status/1980447387450810464) [@vinai_odds](/creator/x/vinai_odds) 2025-10-21T01:33Z XXX followers, XXX engagements "Even though $NXT trades at a cheaper valuation vs $GEV the reaction to the $GEV earnings suggest the bar could be high and $NXT has been on a tear. Not trimming/selling though. Curious to hear more about the origami acquisition and the deal with $TE (1/2)" [X Link](https://x.com/vinai_odds/status/1981044766503481488) [@vinai_odds](/creator/x/vinai_odds) 2025-10-22T17:07Z XXX followers, XXX engagements "Read through the $SPWR earnings call transcript. I wanna look through the 10Q before sharing thoughts. Nothing groundbreaking IMO so should be a shorter recap but I still want to be thorough" [X Link](https://x.com/vinai_odds/status/1981045118485327965) [@vinai_odds](/creator/x/vinai_odds) 2025-10-22T17:08Z XXX followers, XXX engagements "@AdamPeithman @dirtcheapstocks In my experience screener can help but don't work all the way. A lot of these businesses as an example have debt that isn't as bad as it looks or cash/credit that isn't reflected on the balance sheet. At some point you gotta dig beyond what the screener shows" [X Link](https://x.com/vinai_odds/status/1981075892311879967) [@vinai_odds](/creator/x/vinai_odds) 2025-10-22T19:11Z XXX followers, XXX engagements "Putting this out a little later than I expected but heres my $SPWR earnings call recap. I have a lot of thoughts on this quarter but Im going to focus on the long-term plan TJ conveyed the Sunder deal and my thoughts on Q4. Lets dive in (1/18)" [X Link](https://x.com/vinai_odds/status/1981191524919456154) [@vinai_odds](/creator/x/vinai_odds) 2025-10-23T02:50Z XXX followers, XX engagements "The most recent step was the Sunder deal. Ive gone back and forth on this deal. When I first saw it I was ultra bullish. The footprint had little overlap with SunPowers current footprint and the price for the revenue was solid (4/18)" [X Link](https://x.com/vinai_odds/status/1981191530762424643) [@vinai_odds](/creator/x/vinai_odds) 2025-10-23T02:50Z XXX followers, XX engagements "Then when I looked at the deal ($40M cash and 10M shares of stock) I was less bullish. $SPWR doesnt hold a lot of cash and while Im glad dilution was initially kept minimal I certainly dont want any defaults on interest payments (5/18)" [X Link](https://x.com/vinai_odds/status/1981191532465250561) [@vinai_odds](/creator/x/vinai_odds) 2025-10-23T02:50Z XXX followers, XX engagements "Part of me has reservations about such an aggressive deal but the more Ive thought about it the more comfortable I am with it. Scale and distribution matter and the Sunder acquisition improves both (10/18)" [X Link](https://x.com/vinai_odds/status/1981191542007353651) [@vinai_odds](/creator/x/vinai_odds) 2025-10-23T02:50Z XXX followers, XX engagements "Im a big fan of $ENPH (not my best performer) so it was nice to hear but Im curious as to how/if theyll address these comments. While TJs goal is get more $ENPH tech deployed generally with the Sunder acquisition batteries are a top priority (12/18)" [X Link](https://x.com/vinai_odds/status/1981191544930550197) [@vinai_odds](/creator/x/vinai_odds) 2025-10-23T02:50Z XXX followers, XX engagements "Numbers less than those above would lead to smaller re-rates. As cheap as $SPWR is if the numbers are really bad in Q4 I could see this falling below my low target range of $XXXX to $XXXX. A X is not out of the picture (17/18)" [X Link](https://x.com/vinai_odds/status/1981191553168396470) [@vinai_odds](/creator/x/vinai_odds) 2025-10-23T02:50Z XXX followers, XX engagements "TJ made an aggressive deal. If this one goes well it might not be the last but whatever happens he and $SPWR are putting themselves on the line. Theyve upped the ante and as a long I hope it works out. Well know more next quarter. GLTA and DYOR (18/18)" [X Link](https://x.com/vinai_odds/status/1981191554782912765) [@vinai_odds](/creator/x/vinai_odds) 2025-10-23T02:50Z XXX followers, XX engagements
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@vinai_odds Vinai Oddiraju
Vinai Oddiraju posts on X about $spwr, $run, $enph, $nxt the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +74%
- X Month XXXXX +101%
- X Months XXXXXX -XX%
- X Year XXXXXXX +437%
Mentions: XX #
- X Week XX -XXXX%
- X Month XX +148%
- X Months XXX -XX%
- X Year XXX +232%
Followers: XXX #
- X Week XXX +1.30%
- X Month XXX +7.90%
- X Months XXX +32%
- X Year XXX +46%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXX% stocks XXXXX% cryptocurrencies XXXX% countries XXXX% automotive brands XXXX% currencies XXXX%
Social topic influence $spwr #4, $run 12.12%, $enph #32, $nxt #9, imo #289, acquisition #1188, has been 6.06%, $te #9, te 6.06%, faster XXXX%
Top accounts mentioned or mentioned by @hiteshkar @adampeithman @dirtcheapstocks @marcravioli @grok
Top assets mentioned Sunrun Inc (RUN) Enphase Energy Inc (ENPH) Nxt (NXT) First Solar, Inc. (FSLR) Tesla, Inc. (TSLA) GE Vernova Inc. (GEV)
Top Social Posts #
Top posts by engagements in the last XX hours
"Residential solar installation is less than ideal from a cash conversion standpoint (Im happy to do a separate thread on this if people are curious) so the main thing to keep an eye on is the trend as opposed to the level (9/20)"
X Link @vinai_odds 2025-10-21T01:33Z XXX followers, XX engagements
"$SPWR has been operating in its current state for essentially X quarters and you need X quarters of data for each cash conversion cycle calculation so Ive only got X data points for $SPWR. I also crunched numbers for $RUN (10/20)"
X Link @vinai_odds 2025-10-21T01:33Z XXX followers, XX engagements
"This was mainly driven by an increase in days of sales outstanding which measures how quickly accounts receivables are converted to revenue. Given the tariff whiplash in Q2 Im not overly concerned but I would hope this would come down in Q3 (12/20)"
X Link @vinai_odds 2025-10-21T01:33Z XXX followers, XX engagements
"For $RUN we have more data points: $RUN also saw an increase in CCC (from just under XX days to just under XX days). For $RUN though the change was driven by a drop in days payables outstanding or how long it takes for accounts payables to convert to expenses (13/20)"
X Link @vinai_odds 2025-10-21T01:33Z XXX followers, XX engagements
"Said differently even though $RUN converts cash faster in general in the past quarter providers for $RUN wanted cash faster and $SPWR had a harder time getting cash from customers. Neither situation is ideal but a few points dont make a trend (14/20)"
X Link @vinai_odds 2025-10-21T01:33Z XXX followers, XX engagements
"The good news is most investors wont be focusing on this metric. So why am I looking at it When a company is growing revenues and profits but the multiple is staying low its good to ask why. Im also not a fan of adjusted metrics which companies report (15/20)"
X Link @vinai_odds 2025-10-21T01:33Z XXX followers, XX engagements
"If the metrics are actually good no adjustments should be needed. All that said $RUN trades at about 2x forward sales while $SPWR trades at a little under 0.5x. Part of this is likely due to $RUN having a positive book value (16/20)"
X Link @vinai_odds 2025-10-21T01:33Z XXX followers, XXX engagements
"I'm used to $ENPH reporting earlier in the season but I'm not complaining. We have some time but there are X things I'll be looking for updates on: X. How pre-orders for the IQ9 480V microinverters are looking X. If next gen battery is still on track for release next year (1/2)"
X Link @vinai_odds 2025-10-18T16:43Z XXX followers, XXX engagements
"IMO using US steel for the frames is a bigger deal than people realize. Idk if $TE will become a preferred partner in the future ( $FSLR is the heavyweight US panel maker) but it's good for $NXT if there are more options (2/2)"
X Link @vinai_odds 2025-10-22T17:07Z XXX followers, XXX engagements
"TJ made it sound so good I started questioning why Sunder would sell in the first place. Obviously we dont know what the profit picture looked like but theres a chance it wasnt pretty. The fact that a lot of Sunder staff have stayed on so far is a good sign IMO (9/18)"
X Link @vinai_odds 2025-10-23T02:50Z XXX followers, XX engagements
"The biggest surprise in the transcript was how much Enphase $ENPH was referenced. TJ showered the company with praise especially for their new GaN microinverters and their software (11/18)"
X Link @vinai_odds 2025-10-23T02:50Z XXX followers, XX engagements
"3. How moving battery supply chains (LFP) out of China is going. IIRC $ENPH was hoping to have at least some manufacturing out of China by Q1 XX I believe $TSLA $SPWR and $NXT all report earlier so we'll hopefully get a lot of context beforehand (2/2)"
X Link @vinai_odds 2025-10-18T16:43Z XXX followers, XXX engagements
"Until the dilution is completed theres a soft ceiling on how high this one can go. Im setting my base fair value to $XXXX (400M 2026 rev 140M shares out P/Fwd sales of .75). This is also the conversion price for the September 2024 notes (19/20)"
X Link @vinai_odds 2025-10-21T01:33Z XXX followers, XX engagements
"As for tomorrow I will be looking to see how $SPWR is converting cash in addition to growing revenue and profits. We love to see growth but it has to materialize into cash flow. Hope this helped. GLTA and DYOR (20/20)"
X Link @vinai_odds 2025-10-21T01:33Z XXX followers, XXX engagements
"Even though $NXT trades at a cheaper valuation vs $GEV the reaction to the $GEV earnings suggest the bar could be high and $NXT has been on a tear. Not trimming/selling though. Curious to hear more about the origami acquisition and the deal with $TE (1/2)"
X Link @vinai_odds 2025-10-22T17:07Z XXX followers, XXX engagements
"Read through the $SPWR earnings call transcript. I wanna look through the 10Q before sharing thoughts. Nothing groundbreaking IMO so should be a shorter recap but I still want to be thorough"
X Link @vinai_odds 2025-10-22T17:08Z XXX followers, XXX engagements
"@AdamPeithman @dirtcheapstocks In my experience screener can help but don't work all the way. A lot of these businesses as an example have debt that isn't as bad as it looks or cash/credit that isn't reflected on the balance sheet. At some point you gotta dig beyond what the screener shows"
X Link @vinai_odds 2025-10-22T19:11Z XXX followers, XXX engagements
"Putting this out a little later than I expected but heres my $SPWR earnings call recap. I have a lot of thoughts on this quarter but Im going to focus on the long-term plan TJ conveyed the Sunder deal and my thoughts on Q4. Lets dive in (1/18)"
X Link @vinai_odds 2025-10-23T02:50Z XXX followers, XX engagements
"The most recent step was the Sunder deal. Ive gone back and forth on this deal. When I first saw it I was ultra bullish. The footprint had little overlap with SunPowers current footprint and the price for the revenue was solid (4/18)"
X Link @vinai_odds 2025-10-23T02:50Z XXX followers, XX engagements
"Then when I looked at the deal ($40M cash and 10M shares of stock) I was less bullish. $SPWR doesnt hold a lot of cash and while Im glad dilution was initially kept minimal I certainly dont want any defaults on interest payments (5/18)"
X Link @vinai_odds 2025-10-23T02:50Z XXX followers, XX engagements
"Part of me has reservations about such an aggressive deal but the more Ive thought about it the more comfortable I am with it. Scale and distribution matter and the Sunder acquisition improves both (10/18)"
X Link @vinai_odds 2025-10-23T02:50Z XXX followers, XX engagements
"Im a big fan of $ENPH (not my best performer) so it was nice to hear but Im curious as to how/if theyll address these comments. While TJs goal is get more $ENPH tech deployed generally with the Sunder acquisition batteries are a top priority (12/18)"
X Link @vinai_odds 2025-10-23T02:50Z XXX followers, XX engagements
"Numbers less than those above would lead to smaller re-rates. As cheap as $SPWR is if the numbers are really bad in Q4 I could see this falling below my low target range of $XXXX to $XXXX. A X is not out of the picture (17/18)"
X Link @vinai_odds 2025-10-23T02:50Z XXX followers, XX engagements
"TJ made an aggressive deal. If this one goes well it might not be the last but whatever happens he and $SPWR are putting themselves on the line. Theyve upped the ante and as a long I hope it works out. Well know more next quarter. GLTA and DYOR (18/18)"
X Link @vinai_odds 2025-10-23T02:50Z XXX followers, XX engagements