[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.] [@victor_privin](/creator/twitter/victor_privin) "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"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1946656455844659325) 2025-07-19 19:40:40 UTC XXX followers, XX 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 2024 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: XX% of patients mounted neoantigen-specific de novo T-cell responses. 🤯 Those who"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1945605515490328690) 2025-07-16 22:04:37 UTC XXX followers, XXX 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 X% of costs and IRA incentives in play Fluence should manage the transition by 2026 without long-term margin damage (6-18 months range issue)"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1947230199201894599) 2025-07-21 09:40:31 UTC XXX followers, XXX engagements "Adding to the $FLNC momentum: Fluence has been selected by AMPYR Australia for a XXX MW / XXX 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 2026 Fluence now has X BESS live in Australia with more entering operations soon. This is a strong signal: global scale software depth and long-term visibility are compounding.📈"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1942720951814132058) 2025-07-08 23:02:23 UTC XXX followers, XXX 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"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1947799294699831309) 2025-07-22 23:21:54 UTC XXX followers, XX 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"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1945915395149377802) 2025-07-17 18:35:58 UTC XXX followers, 1213 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: X. Geographic Focus MHO builds in about XX 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"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1946694833545904344) 2025-07-19 22:13:10 UTC XXX followers, XX engagements "Coking coal 🚀 +8% today after China rumors: Gov may inspect mines across X 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. 🪨📈"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1947658087768461554) 2025-07-22 14:00:48 UTC XXX followers, XXX 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 XXX 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"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1947816724385985022) 2025-07-23 00:31:10 UTC XXX followers, XX engagements "Ah yes the classic $15B pipeline flex just ignore that XX% of it is non-binding grant-contingent vaporware. Meanwhile $FLNC is doing the thing $EOSE only tweets about: 🔥 Deals just in the last XX 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 X clients (PG&E Dominion AES) 🔹 High-margin software biz (Fluence"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1945974933232005378) 2025-07-17 22:32:33 UTC XXX followers, XXX 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"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1946247098716045482) 2025-07-18 16:34:02 UTC XXX followers, XX engagements "Michael Saylor is the Jesus Christ of crypto. He took out leverage bought the digital cross (aka 150000 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 X% on Polymarket and remind Saylor hes not the only one carrying a cross. ✝📉"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1947678641909076210) 2025-07-22 15:22:29 UTC XXX followers, XXX engagements "🚨 The reported take-private exploration by AES Corp $AES could have major implications for Fluence Energy $FLNC where AES holds a XX% 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"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1942703397943357718) 2025-07-08 21:52:38 UTC XXX followers, XXX 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"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1946606018814705837) 2025-07-19 16:20:15 UTC XXX followers, XXX engagements "@hiteshkar If they hit 2530% CAGR Id expect $300350M ARR in XX years. Upside scenario with faster global rollout + upsell = $400500M. Softwares already high-margin (70%) so its the real multiple expander long term"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1946900481449644313) 2025-07-20 11:50:21 UTC XXX followers, XX engagements
[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.]
@victor_privin
"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"
@victor_privin on X 2025-07-19 19:40:40 UTC XXX followers, XX 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 2024 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: XX% of patients mounted neoantigen-specific de novo T-cell responses. 🤯 Those who" @victor_privin on X 2025-07-16 22:04:37 UTC XXX followers, XXX 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 X% of costs and IRA incentives in play Fluence should manage the transition by 2026 without long-term margin damage (6-18 months range issue)" @victor_privin on X 2025-07-21 09:40:31 UTC XXX followers, XXX engagements
"Adding to the $FLNC momentum: Fluence has been selected by AMPYR Australia for a XXX MW / XXX 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 2026 Fluence now has X BESS live in Australia with more entering operations soon. This is a strong signal: global scale software depth and long-term visibility are compounding.📈" @victor_privin on X 2025-07-08 23:02:23 UTC XXX followers, XXX 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" @victor_privin on X 2025-07-22 23:21:54 UTC XXX followers, XX 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" @victor_privin on X 2025-07-17 18:35:58 UTC XXX followers, 1213 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: X. Geographic Focus MHO builds in about XX 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" @victor_privin on X 2025-07-19 22:13:10 UTC XXX followers, XX engagements
"Coking coal 🚀 +8% today after China rumors: Gov may inspect mines across X 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. 🪨📈" @victor_privin on X 2025-07-22 14:00:48 UTC XXX followers, XXX 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 XXX 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" @victor_privin on X 2025-07-23 00:31:10 UTC XXX followers, XX engagements
"Ah yes the classic $15B pipeline flex just ignore that XX% of it is non-binding grant-contingent vaporware. Meanwhile $FLNC is doing the thing $EOSE only tweets about: 🔥 Deals just in the last XX 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 X clients (PG&E Dominion AES) 🔹 High-margin software biz (Fluence" @victor_privin on X 2025-07-17 22:32:33 UTC XXX followers, XXX 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" @victor_privin on X 2025-07-18 16:34:02 UTC XXX followers, XX engagements
"Michael Saylor is the Jesus Christ of crypto. He took out leverage bought the digital cross (aka 150000 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 X% on Polymarket and remind Saylor hes not the only one carrying a cross. ✝📉" @victor_privin on X 2025-07-22 15:22:29 UTC XXX followers, XXX engagements
"🚨 The reported take-private exploration by AES Corp $AES could have major implications for Fluence Energy $FLNC where AES holds a XX% 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" @victor_privin on X 2025-07-08 21:52:38 UTC XXX followers, XXX 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" @victor_privin on X 2025-07-19 16:20:15 UTC XXX followers, XXX engagements
"@hiteshkar If they hit 2530% CAGR Id expect $300350M ARR in XX years. Upside scenario with faster global rollout + upsell = $400500M. Softwares already high-margin (70%) so its the real multiple expander long term" @victor_privin on X 2025-07-20 11:50:21 UTC XXX followers, XX engagements