LunarCrush LLM | creator/twitter::1434266587188666372/posts

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[@victor_privin](/creator/twitter/victor_privin)
"🚨 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"  
[X Link](https://x.com/victor_privin/status/1942703397943357718) [@victor_privin](/creator/x/victor_privin) 2025-07-08T21:52Z XXX followers, 4872 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) [@victor_privin](/creator/x/victor_privin) 2025-10-16T17:38Z XXX followers, 1714 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) [@victor_privin](/creator/x/victor_privin) 2025-10-07T10:29Z XXX followers, XXX engagements


"Americans are dominating the fusion race: Commonwealth Fusion Systems (@CFS_energy) backed by Bill Gates Breakthrough Energy recently raised a $X billion+ round and now partners with Google / DeepMind $GOOGL to use AI to optimize plasma control - and Google has already signed a XXX 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 XXX million Series A (extended to XXX million) to build its Stellarator Model Coil by 2027 and a demonstrator Alpha by 2031. In close"  
[X Link](https://x.com/victor_privin/status/1978949139326214604) [@victor_privin](/creator/x/victor_privin) 2025-10-16T22:20Z XXX followers, XXX engagements


"Ferroglobe $GSM supplies 1315% of the worlds silicon metal - the raw feedstock later refined into polysilicon for solar and semiconductor wafers $SMH. About XX% 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 XX% of global output in China and XX% 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) [@victor_privin](/creator/x/victor_privin) 2025-10-16T23:14Z XXX followers, XXX 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) [@victor_privin](/creator/x/victor_privin) 2025-10-18T16:36Z XXX followers, XX engagements


"Whats the bear case for $GRAB Please share 🙏"  
[X Link](https://x.com/victor_privin/status/1979590429298577467) [@victor_privin](/creator/x/victor_privin) 2025-10-18T16:48Z 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 "🚨 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"
X Link @victor_privin 2025-07-08T21:52Z XXX followers, 4872 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 @victor_privin 2025-10-16T17:38Z XXX followers, 1714 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 @victor_privin 2025-10-07T10:29Z XXX followers, XXX engagements

"Americans are dominating the fusion race: Commonwealth Fusion Systems (@CFS_energy) backed by Bill Gates Breakthrough Energy recently raised a $X billion+ round and now partners with Google / DeepMind $GOOGL to use AI to optimize plasma control - and Google has already signed a XXX 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 XXX million Series A (extended to XXX million) to build its Stellarator Model Coil by 2027 and a demonstrator Alpha by 2031. In close"
X Link @victor_privin 2025-10-16T22:20Z XXX followers, XXX engagements

"Ferroglobe $GSM supplies 1315% of the worlds silicon metal - the raw feedstock later refined into polysilicon for solar and semiconductor wafers $SMH. About XX% 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 XX% of global output in China and XX% 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 @victor_privin 2025-10-16T23:14Z XXX followers, XXX 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 @victor_privin 2025-10-18T16:36Z XXX followers, XX engagements

"Whats the bear case for $GRAB Please share 🙏"
X Link @victor_privin 2025-10-18T16:48Z XXX followers, XXX engagements