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[@shopstrat1993](/creator/twitter/shopstrat1993)
"@StockSavvyShay Its interesting how much you hype amzn and robotics but never talk about $ter who will be their biggest partner here and literally opened their US robotics HQ right next to Amzns"  
[X Link](https://x.com/shopstrat1993/status/1979621447342399517) [@shopstrat1993](/creator/x/shopstrat1993) 2025-10-18T18:51Z XXX followers, XXX engagements


"$airj thesis 1/ The next resource crisis isnt energyits water. Cooling industrial reuse & defense resilience = $XXX B global TAM. AI/HPC growth just exposed it. AirJoule ($AIRJ) turns waste heat pure water using Nobel-Prize-validated MOFs. 🧵"  
[X Link](https://x.com/shopstrat1993/status/1977544599079129231) [@shopstrat1993](/creator/x/shopstrat1993) 2025-10-13T01:19Z XXX followers, XXX engagements


"Defense & Resilience TAM ($10 B): The DoD spends billions hauling bottled water. AirJoules Army ERDC CRADA (2528) could enable field-portable water & cooling from generator heatstrategic and logistical win"  
[X Link](https://x.com/shopstrat1993/status/1977545263037464697) [@shopstrat1993](/creator/x/shopstrat1993) 2025-10-13T01:21Z XXX followers, XXX engagements


"10/ The most insane partnerships already developed: GE Vernova 50/50 JV + DARPA AIR2WATER IP Carrier Global $XX M equity + HVAC/DC channel BASF MOF supply CATL JV (Asia) mass-production coating Denham Capital / TEP project-finance depth"  
[X Link](https://x.com/shopstrat1993/status/1977545675408810362) [@shopstrat1993](/creator/x/shopstrat1993) 2025-10-13T01:23Z XXX followers, XXX engagements


"14/ Board = institutional strength Pat Eilers ex-BlackRock Renewables; Stuart Porter CEO Denham Capital Ajay Agrawal SVP Strategy Carrier Global. Max Baucus former U.S. Senator & Ambassador to China. Denise Sterling ex-CFO Core Scientific Dr. MarwaZ"  
[X Link](https://x.com/shopstrat1993/status/1977547602506719499) [@shopstrat1993](/creator/x/shopstrat1993) 2025-10-13T01:31Z XXX followers, XXX engagements


"$ter the 2026 robotics play no one is talking about once the $amzn collab is made official its set to blow up and the ceo of UR has been making the rounds around the world on LinkedIn iykyk"  
[X Link](https://x.com/shopstrat1993/status/1981471677306314844) [@shopstrat1993](/creator/x/shopstrat1993) 2025-10-23T21:23Z XXX followers, XXX engagements


"Decent vol on $airj again today lots of updates to their website and $gev earnings Thurs 😋"  
[X Link](https://x.com/shopstrat1993/status/1980395678577873269) [@shopstrat1993](/creator/x/shopstrat1993) 2025-10-20T22:08Z XXX followers, XXX engagements


"Any other $gnrc enjoyers chart looks insane and will be mid cap beneficiary from the grid stability theme. Extremely slept on stock"  
[X Link](https://x.com/shopstrat1993/status/1981738095230726560) [@shopstrat1993](/creator/x/shopstrat1993) 2025-10-24T15:02Z XXX followers, XX engagements