[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 "Latest housing data shows a cooldown in home prices especially in parts of the Sun Belt like Texas and Florida. Redfin says XX% of pending home sales fell through in June the highest since 2017 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 XX 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"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1948443947140780404) 2025-07-24 18:03:31 UTC XXX followers, XX 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 "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, XXX engagements "YOU CANT MAKE THIS SHIT UP. $FLNC @CramerTracker"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1947778128270791153) 2025-07-22 21:57:48 UTC XXX followers, XXX 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"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1945595166288744593) 2025-07-16 21:23:29 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, XXX 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. 👀"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1947763921261044016) 2025-07-22 21:01:21 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 "📊 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 "🚨 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: X. Australia is Fluences #2 global market behind only the U.S. X. This move signals deepening roots in a country targeting XX% renewables by 2035. X. The expansion will create XXX high-skilled jobs in energy storage engineering & software precisely the kind of local talent Fluence needs to lead APAC. X. State backing isnt just cash its strategic alignment. Victoria is investing in grid-scale batteries and Fluence is"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1934969244753564006) 2025-06-17 13:39:52 UTC XXX followers, 2731 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"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1946246631906803902) 2025-07-18 16:32:11 UTC XXX followers, XXX 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"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1945919442954989615) 2025-07-17 18:52:03 UTC XXX followers, XXX 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
"Latest housing data shows a cooldown in home prices especially in parts of the Sun Belt like Texas and Florida. Redfin says XX% of pending home sales fell through in June the highest since 2017 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 XX 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" @victor_privin on X 2025-07-24 18:03:31 UTC XXX followers, XX 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
"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, XXX engagements
"YOU CANT MAKE THIS SHIT UP. $FLNC @CramerTracker" @victor_privin on X 2025-07-22 21:57:48 UTC XXX followers, XXX 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" @victor_privin on X 2025-07-16 21:23:29 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, XXX 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. 👀" @victor_privin on X 2025-07-22 21:01:21 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
"📊 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
"🚨 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: X. Australia is Fluences #2 global market behind only the U.S. X. This move signals deepening roots in a country targeting XX% renewables by 2035. X. The expansion will create XXX high-skilled jobs in energy storage engineering & software precisely the kind of local talent Fluence needs to lead APAC. X. State backing isnt just cash its strategic alignment. Victoria is investing in grid-scale batteries and Fluence is" @victor_privin on X 2025-06-17 13:39:52 UTC XXX followers, 2731 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" @victor_privin on X 2025-07-18 16:32:11 UTC XXX followers, XXX 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" @victor_privin on X 2025-07-17 18:52:03 UTC XXX followers, XXX engagements