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[@hiteshkar](/creator/twitter/hiteshkar)
"Rode $FLNC from $XXX (4X). Thinking of rotating profits into names yet to run like $TE (aiming for XX% solar wafer self-sufficiency via US gigafactories) or $FCEL (fast power ramp potential that is behind the meter). Many are interesting but more risky"  
[X Link](https://x.com/hiteshkar/status/1978181672475443314) [@hiteshkar](/creator/x/hiteshkar) 2025-10-14T19:30Z 1256 followers, 5083 engagements


"$PSNL is poised for a rerating. The key metric is: test volume and doctors are returning for them. Breakout underway. Here's the full thesis:"  
[X Link](https://x.com/hiteshkar/status/1978846024706761097) [@hiteshkar](/creator/x/hiteshkar) 2025-10-16T15:30Z 1256 followers, 1575 engagements


"Technically speaking weakness might be ahead. $SPX broke trend and got retesting. Secondly Dollar Index $DXY is hitting support line. But who knows if there is TACO for menu tonight"  
[X Link](https://x.com/hiteshkar/status/1978911160310050981) [@hiteshkar](/creator/x/hiteshkar) 2025-10-16T19:49Z 1256 followers, XXX engagements


"@insane_analyst So which market leaders do you think are under appreciated for the transition that is currently undergoing 13-34kV-800 V ➔ XX V ➔ X V Grid➔ Hall ➔ Racks➔On-board I thought that X Gen Vertical PD was the only option for 48V-1V that is sub 5mm"  
[X Link](https://x.com/hiteshkar/status/1967038268588843383) [@hiteshkar](/creator/x/hiteshkar) 2025-09-14T01:30Z 1253 followers, XXX engagements


"Rumor: BlackRock may buy $AES parent of $FLNC. There thesis could be the following: X. Storage beats gas: Utility-scale batteries now outcompete gas peakers capturing XX% of dispatch/auxiliary revenues for XX hour storage. Owning Fluence gives BlackRock leverage in every new renewable project. X. AES ties: Roughly one-third of Fluences backlog comes directly from AES. X. Data advantage: Fluence IQ manages 12+ GW of third-party assets. That operational data could strengthen BlackRocks Aladdin and Preqin platforms. X. Capital needs: BESS projects require heavy capex. Fluences build-own-operate"  
[X Link](https://x.com/hiteshkar/status/1973473386333438057) [@hiteshkar](/creator/x/hiteshkar) 2025-10-01T19:41Z 1201 followers, 4088 engagements


"My Battery list is pumping like no tomorrow. Here is my punchy thesis on each of them. $FLNC: Fluence has deployed 16GWh of capacity already. The market misses that their recurring software revenues create a high-margin SaaS moat alongside equipment sales and produces data that is very valuable $EOSE: Eose delivers zinc-based batteries with 20-year lifespans versus lithium's 10-15 years targeting 3-12 hour storage duration that lithium struggles with. Wall Street undervalues their cost advantage and safety profile in the massive long-duration energy storage buildout. Also the supply chain is"  
[X Link](https://x.com/hiteshkar/status/1978453260533981321) [@hiteshkar](/creator/x/hiteshkar) 2025-10-15T13:29Z 1242 followers, XXX engagements


"My Battery list is pumping like no tomorrow. Here is my punchy thesis on each of them. $FLNC: Fluence has deployed 16GWh of capacity already. The market misses that their recurring software revenues create a high-margin SaaS moat alongside equipment sales and produces data that is very valuable $EOSE: Eose delivers zinc-based batteries with 20-year lifespans versus lithium's 10-15 years targeting 3-12 hour storage duration that lithium struggles with. Wall Street undervalues their cost advantage and safety profile in the massive long-duration energy storage buildout. Also the supply chain is"  
[X Link](https://x.com/hiteshkar/status/1978462723802316883) [@hiteshkar](/creator/x/hiteshkar) 2025-10-15T14:07Z 1256 followers, 39.1K engagements


"$TE T1 Energy as one of the most vertically integrated solar manufacturers in the United States with the cleanest supply chain in terms of Chinese dependency. By 2027 they will produce approximately X GW annually of solar modules with 70%+ domestic content and $650M-$700M EBITDA run rate. - 2025 production sold out at low end: XXX GW - XXX MW merchant deal with a top U.S. utility secured - There is no crazy dilution. Current Supply Chain Structure X. G1_Dallas Module Facility (Operational) - X GW annual production capacity - Currently operational since acquisition from Trinasolar in December"  
[X Link](https://x.com/hiteshkar/status/1978466759863607700) [@hiteshkar](/creator/x/hiteshkar) 2025-10-15T14:23Z 1256 followers, 4175 engagements


"This chart needs an updatebattery stocks have pumped hard. $FLNC has already deployed 22GWh. Going to add a new stock that could come in the vicinity. but its weighed down by massive debt. Stay tuned"  
[X Link](https://x.com/hiteshkar/status/1978582135679168557) [@hiteshkar](/creator/x/hiteshkar) 2025-10-15T22:01Z 1251 followers, 2873 engagements


"@Fortifiedvc Yes. $GWH have been absolutely killing it. The last contract of 50M validated that their iron flow tech works. This means there is a chance it could expand and scale their unique tech. Even though a lot of academic papers are sceptical. 4X since it was on my radar"  
[X Link](https://x.com/hiteshkar/status/1978738857462935704) [@hiteshkar](/creator/x/hiteshkar) 2025-10-16T08:24Z 1228 followers, XXX engagements


"$TE Half the US thinks solar is dead but here is an excerpt from T1 Energy's last earnings call "We are now sold out on our 2025 production plan of 2.6GW" -- Daniel Barcelo CEO of T1 Energy"  
[X Link](https://x.com/hiteshkar/status/1978762521436672367) [@hiteshkar](/creator/x/hiteshkar) 2025-10-16T09:58Z 1246 followers, 1047 engagements


"@JHughesFinance @ReratingLedger Good point. I am looking to buy some latest satellite images to confirm this definitely"  
[X Link](https://x.com/hiteshkar/status/1978778837560299617) [@hiteshkar](/creator/x/hiteshkar) 2025-10-16T11:03Z 1207 followers, XX engagements


"@spacanpanman I wrote a research piece on $TE here. Was already investing a couple of days prior"  
[X Link](https://x.com/hiteshkar/status/1978791323353387036) [@hiteshkar](/creator/x/hiteshkar) 2025-10-16T11:53Z 1210 followers, XXX engagements


"Sent out my research on $TE its run up big so dont chase. Look for entries around $3.84.4. If US-China tensions flare a bit you might get lucky. Long term looks good. This move up was also with volume. Check the post in replies:"  
[X Link](https://x.com/hiteshkar/status/1978811333513560388) [@hiteshkar](/creator/x/hiteshkar) 2025-10-16T13:12Z 1256 followers, 1904 engagements


"@vinai_odds $NXT is a monster of a company. Thank youf validating $TE"  
[X Link](https://x.com/hiteshkar/status/1978845058167112027) [@hiteshkar](/creator/x/hiteshkar) 2025-10-16T15:26Z 1248 followers, XXX engagements


"@1998called @spacanpanman I looked at $HYLN too. Technically it is bottoming. The tech of the prototype seems good. The orders might be legit too but I have X questions on them X. Is it really needed to be fuel agnostic. What's really the usecase Apocalypse X. Can they really scale Prototypes are easy"  
[X Link](https://x.com/hiteshkar/status/1979163063044440272) [@hiteshkar](/creator/x/hiteshkar) 2025-10-17T12:30Z 1256 followers, XXX engagements


"@ishashank94 @spacanpanman $NXXT is too fringe for me to deep dive. Cash is negative Insane dilution. Stock based compensation is up massively. No transcripts to analyze"  
[X Link](https://x.com/hiteshkar/status/1979166307024003492) [@hiteshkar](/creator/x/hiteshkar) 2025-10-17T12:43Z 1248 followers, XX engagements


"@Bow27B @spacanpanman Its under 10M with no cash. I think there are better Risk/returns in the market"  
[X Link](https://x.com/hiteshkar/status/1979249561286697191) [@hiteshkar](/creator/x/hiteshkar) 2025-10-17T18:14Z 1223 followers, XX engagements


"$EOSE cult am I reading this right in the SEC filings It can potentially double the number of outstanding shares Can someone confirm that Fully diluted valuation is then around 8B I am refreshing my chart for all battery companies @RJCcapital"  
[X Link](https://x.com/hiteshkar/status/1979263058099790144) [@hiteshkar](/creator/x/hiteshkar) 2025-10-17T19:07Z 1256 followers, 10K engagements


"What about storing the excess heat produced in data centres $FCEL $ $BE both have technologies that can recover and reuse excess heat generated from data centers which can improve their economics by reusing this heat rather than wasting it. Specifically FuelCell Energy uses solid oxide fuel cells (SOFCs) that operate at high temperatures (around 600650C) generating electricity and producing high-quality waste heat. This excess heat from the data center's liquid immersion cooling system can be used to preheat the fuel cell air intake boosting fuel cell efficiency. This system has been"  
[X Link](https://x.com/hiteshkar/status/1979661525100196044) [@hiteshkar](/creator/x/hiteshkar) 2025-10-18T21:31Z 1256 followers, XXX engagements


"$NVDA $NVTS $IFX $POWI A major grid infra shift is coming to support 1MW+ racks by 2027 thats XX current power. Higher voltages cuts losses. The EV industry pioneered this. Full post soon on Substack"  
[X Link](https://x.com/hiteshkar/status/1979703029185335518) [@hiteshkar](/creator/x/hiteshkar) 2025-10-19T00:15Z 1256 followers, XXX engagements