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[@gruust](/creator/twitter/gruust)
"added some Infineon to my paper account. let's see how stupid this market really is"  
[X Link](https://x.com/gruust/status/1980594094582952087) [@gruust](/creator/x/gruust) 2025-10-21T11:16Z 1249 followers, XXX engagements


"pretty good shows you how spot price works (essentially LT(=fundamentals) + carry + speculation) also has indicators beyond price re shortage (contracting deficit) someone should tell that guy what a carry trade is tho"  
[X Link](https://x.com/gruust/status/1978955477686833526) [@gruust](/creator/x/gruust) 2025-10-16T22:45Z 1251 followers, XXX engagements


"The case for ESS Inc vs EOS Energy: $0.05/kWh"  
[X Link](https://x.com/gruust/status/1979164099066888541) [@gruust](/creator/x/gruust) 2025-10-17T12:34Z 1249 followers, XXX engagements


"Looks like my favorite microcap pumper is at it again"  
[X Link](https://x.com/gruust/status/1979258278862299294) [@gruust](/creator/x/gruust) 2025-10-17T18:48Z 1248 followers, XXX engagements


"Imagine if 2008 was just a ski jump for ya"  
[X Link](https://x.com/gruust/status/1979822112715260318) [@gruust](/creator/x/gruust) 2025-10-19T08:09Z 1248 followers, XXX engagements


"BASF has a nice X% yield. I just don't think the current sector developments are entirely cyclical. Situation is much more mature than around 2008 ie matured Chinese industry. Trick is to adapt and figure out what's unique right now"  
[X Link](https://x.com/gruust/status/1979831118175363089) [@gruust](/creator/x/gruust) 2025-10-19T08:44Z 1248 followers, XX engagements


"@NewcomerInvest who knows the balance sheet expansion in recent years reminds me of private credit and it's IMHO set up for what office did just recently or solar/battery/wind infra investments for that matter. not a good risk-adjusted investment IMO"  
[X Link](https://x.com/gruust/status/1979876220851699918) [@gruust](/creator/x/gruust) 2025-10-19T11:44Z 1249 followers, XXX engagements


"Was a productive weekend. My investment themes for 2026: UK housing chocolate Li+BESS/LFP maybe AU housing"  
[X Link](https://x.com/gruust/status/1979905325948887403) [@gruust](/creator/x/gruust) 2025-10-19T13:39Z 1249 followers, XXX engagements


"@Aureliusltd28 AI capex isn't inflationary but supports GDP growth. Housing already dead so can hardly produce another downturn lmao"  
[X Link](https://x.com/gruust/status/1980033959347265542) [@gruust](/creator/x/gruust) 2025-10-19T22:10Z 1248 followers, XX engagements


"Anyone thinking DJT admin doesn't want LFP BESS getting produced in the US These guys have a way better cost reduction potential than EOSE. $GWH $EOSE"  
[X Link](https://x.com/gruust/status/1980322725089669472) [@gruust](/creator/x/gruust) 2025-10-20T17:18Z 1248 followers, XXX engagements


"and oh boy did the market hate it. went straight from moonshot to depression"  
[X Link](https://x.com/gruust/status/1980640450836066820) [@gruust](/creator/x/gruust) 2025-10-21T14:20Z 1248 followers, XX engagements


"Mom bought gold bullion a few years ago. she's probably beating XX% of all investors esp because I don't have to pay taxes on its sale. Holy hell"  
[X Link](https://x.com/gruust/status/1979890638251516160) [@gruust](/creator/x/gruust) 2025-10-19T12:41Z 1248 followers, XXX engagements


"@toiletkingcap"  
[X Link](https://x.com/gruust/status/1980608921153740996) [@gruust](/creator/x/gruust) 2025-10-21T12:15Z 1247 followers, XX engagements


"Yorkville gets X% (more in default) + essentially 1M free free call options with strike $XX and X years duration. I guess not too bad for either side if you think the company still is "okay" in a year"  
[X Link](https://x.com/gruust/status/1980641894335135858) [@gruust](/creator/x/gruust) 2025-10-21T14:26Z 1248 followers, XX engagements