[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.]

# ![@NotesontheNoise Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::988908079780524035.png) @NotesontheNoise Notes on the Noise

Notes on the Noise posts on X about $flnc, $eose, ai, $fslr the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::988908079780524035/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::988908079780524035/c:line/m:interactions.svg)

- X Week XXXXXX -XXXX%
- X Month XXXXXXX -XX%
- X Months XXXXXXX +1,365%
- X Year XXXXXXX +49,072%

### Mentions: XX [#](/creator/twitter::988908079780524035/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::988908079780524035/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XXX -XX%
- X Months XXX +860%
- X Year XXX +6,420%

### Followers: XXXXX [#](/creator/twitter::988908079780524035/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::988908079780524035/c:line/m:followers.svg)

- X Week XXXXX +0.62%
- X Month XXXXX +9.40%
- X Months XXXXX +386%
- X Year XXXXX +489%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::988908079780524035/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::988908079780524035/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [automotive brands](/list/automotive-brands)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[$flnc](/topic/$flnc) #18, [$eose](/topic/$eose) #40, [ai](/topic/ai) 20.83%, [$fslr](/topic/$fslr) #5, [$nxt](/topic/$nxt) #4, [$arry](/topic/$arry) #621, [solar](/topic/solar) #1422, [$alab](/topic/$alab) #9, [$crdo](/topic/$crdo) #27, [investment](/topic/investment) XXXX%

**Top accounts mentioned or mentioned by**
[@iamfabien](/creator/undefined) [@mrderivatives](/creator/undefined) [@zerohedge](/creator/undefined) [@peterzeihan](/creator/undefined) [@zastocks](/creator/undefined) [@crescatkevin](/creator/undefined) [@bourboncap](/creator/undefined) [@geminiapp](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@mmmtwealth](/creator/undefined) [@kobeissiletter](/creator/undefined) [@iamfabian](/creator/undefined)

**Top assets mentioned**
[Fluence Energy, Inc. Class A Common Stock (FLNC)](/topic/$flnc) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [First Solar, Inc. (FSLR)](/topic/$fslr) [Nxt (NXT)](/topic/$nxt) [Array Technologies, Inc. Common Stock (ARRY)](/topic/$arry) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Tesla, Inc. (TSLA)](/topic/$tsla) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Bloom Energy Corporation (BE)](/topic/$be) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Arista Networks Inc (ANET)](/topic/$anet) [Oklo Inc. (OKLO)](/topic/$oklo) [Micron Technology, Inc. (MU)](/topic/$mu) [NuScale Power Corporation (SMR)](/topic/$smr) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Coherent Inc (COHR)](/topic/$cohr) [Metadium (META)](/topic/$meta) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Advanced Micro Devices (AMD)](/topic/$amd) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/$msft) [GE Vernova Inc. (GEV)](/topic/$gev) [CoreWeave, Inc. (CRWV)](/topic/$crwv)
### Top Social Posts
Top posts by engagements in the last XX hours

"We are entering the era of "Strategic Solar." Its about energy security protectionism and AI. Here is my investment framework for the re-industrialization of the US grid. $FSLR $NXT $ARRY $FLNC $EOSE $TSLA 🧵👇"  
[X Link](https://x.com/NotesontheNoise/status/1995378848217895143)  2025-12-01T06:26Z 2103 followers, 8506 engagements


"$ARRY is a very high-beta play Ive recently entered. Possibly higher low confirmed. Check replies for thesis 👇 $FSLR $NXT"  
[X Link](https://x.com/NotesontheNoise/status/1996326203758956977)  2025-12-03T21:10Z 2103 followers, XXX engagements


"$FLNC and $EOSE doing the heavy lifting today $ARRY and $NXT not too bad as well $FSLR joins the party at some stage And dont forget $BE not included in this thread but also up today"  
[X Link](https://x.com/NotesontheNoise/status/1996689835118285203)  2025-12-04T21:15Z 2103 followers, XXX engagements


"Was this an epic false breakout to flush traders out only for the real breakout to occur for $ALAB"  
[X Link](https://x.com/NotesontheNoise/status/1997848093837185443)  2025-12-08T01:57Z 2103 followers, 1715 engagements


"@Mr_Derivatives I cover many of the companies that will benefit from $NVDA selling more chips Follow for more ideas like these 👇"  
[X Link](https://x.com/NotesontheNoise/status/1998148109072011445)  2025-12-08T21:50Z 2103 followers, XXX engagements


"Ive spoken about $FSLR over the last month or so. But recently Ive been digging more in the solar +battery theme and I think there is a massive opportunity in 2026. Post dropping soon - be sure to follow $FLNC $EOSE"  
[X Link](https://x.com/NotesontheNoise/status/1994235560588922991)  2025-11-28T02:43Z 2103 followers, 1177 engagements


"The "Free Money" Engine 💸 Two tax code hacks driving profitability: X. Section 45X: Direct cash payments for US manufacturing. X. Domestic Content Adder: A XX% bonus ITC for developers using US hardware. This turns US manufacturers into kingmakers"  
[X Link](https://x.com/NotesontheNoise/status/1995378854618448003)  2025-12-01T06:26Z 2103 followers, XXX engagements


"Here is my "Fortress America" Basket for the 2026-2028 buildout: 👑 The King: First Solar $FSLR Thin-film tech bypasses the Chinese supply chain completely. They are sold out through 2026. Revenue is a calculation not a forecast"  
[X Link](https://x.com/NotesontheNoise/status/1995378856400994585)  2025-12-01T06:26Z 2103 followers, XXX engagements


"🛠 The Industrial Core: Nextracker $NXT & Array $ARRY They make the trackers that move the panels. $NXT is the quality leader with a pristine balance sheet. $ARRY is the recovery play trading at a discount. Both are capitalizing on domestic content bonuses"  
[X Link](https://x.com/NotesontheNoise/status/1995378858766569840)  2025-12-01T06:26Z 2102 followers, XXX engagements


"$ALAB breaking out of this bull flag on a market down day $CRDO reports after close 🔥 🔥"  
[X Link](https://x.com/NotesontheNoise/status/1995556937610789354)  2025-12-01T18:13Z 2102 followers, 1084 engagements


"@BourbonCap $ARRY"  
[X Link](https://x.com/NotesontheNoise/status/1996131041531363674)  2025-12-03T08:15Z 2103 followers, XXX engagements


"$ARRY $NXT $FSLR"  
[X Link](https://x.com/NotesontheNoise/status/1996326207902908431)  2025-12-03T21:10Z 2103 followers, XXX engagements


"$VRT or $ALAB getting included in the $SPY today would be a nice little bonus I hadnt factored in"  
[X Link](https://x.com/NotesontheNoise/status/1997011086084829445)  2025-12-05T18:32Z 2101 followers, XXX engagements


"@StockSavvyShay $ARRY 👇"  
[X Link](https://x.com/NotesontheNoise/status/1997378029828669933)  2025-12-06T18:50Z 2103 followers, 1106 engagements


"On days like today you get to position yourself for the anticipated run in early 2026 $NVDA $VRT $CRDO $ALAB $AMD $BE are all weak heading into a massive AI buildout and supportive macro backdrop. Youll want to own risk"  
[X Link](https://x.com/NotesontheNoise/status/1998483734685950462)  2025-12-09T20:03Z 2102 followers, XXX engagements


"@MMMTwealth @iamfabien $CRDO fits between short run copper and longer run optics. Just posted a massive result and has a much bigger moat than optics companies"  
[X Link](https://x.com/NotesontheNoise/status/1996043371169886208)  2025-12-03T02:26Z 2103 followers, XXX engagements


"$CRDO being down after such an insane earnings report is likely a gift that is not going to last"  
[X Link](https://x.com/NotesontheNoise/status/1996683334051876906)  2025-12-04T20:49Z 2103 followers, XXX engagements


"$CRDO and $ALAB down presumably on the co-packages optics narrative form $NVDA $LITE $COHR and $AAOI up on the news. The reaction ignores the current runway these networking companies have. Optics will take a bit more time before it disrupts revenue"  
[X Link](https://x.com/NotesontheNoise/status/1998579136378675285)  2025-12-10T02:22Z 2102 followers, XXX engagements


"$ALAB smashed earnings and raised guidance $CRDO smashed earnings and raised guidance $NVDA smashed earnings and raised guidance And you think its a bubble"  
[X Link](https://x.com/NotesontheNoise/status/1995605502492115279)  2025-12-01T21:26Z 2103 followers, XXX engagements


"$FLNC nudging $XX in overnight market. Breaking out again. Going to need to change it to a log chart soon. Will $EOSE join Keep watching $ARRY $FSLR and $NXT too"  
[X Link](https://x.com/NotesontheNoise/status/1997845787188072840)  2025-12-08T01:48Z 2103 followers, XXX engagements


"@KobeissiLetter Many companies will benefit from this alongside $NVDA. I cover many of those. Heres the results since initial coverage"  
[X Link](https://x.com/NotesontheNoise/status/1998147850300231883)  2025-12-08T21:49Z 2103 followers, XXX engagements


"I warned about the demand for optical transceivers. Big day for $AAOI $LITE and $COHR"  
[X Link](https://x.com/NotesontheNoise/status/1998481549512388624)  2025-12-09T19:55Z 2102 followers, XXX engagements


"$GEV up nicely since I sold. You win some you lose some. Long term I still think Ill do better is $ALAB $CRDO $META and $AAOI Sold out of $CRWV for a loss"  
[X Link](https://x.com/NotesontheNoise/status/1998516566221258925)  2025-12-09T22:14Z 2103 followers, XXX engagements