# ![@ReratingLedger Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1958694860854112258.png) @ReratingLedger Rerating Ledger

Rerating Ledger posts on X about $mvst, $eose, flow, cash flow the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1958694860854112258/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1958694860854112258/c:line/m:interactions.svg)

- [--] Week [------] +57%
- [--] Month [------] +137%
- [--] Months [-------] -70%

### Mentions: [--] [#](/creator/twitter::1958694860854112258/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1958694860854112258/c:line/m:posts_active.svg)

- [--] Week [--] +5.70%
- [--] Month [--] -69%
- [--] Months [---] +10,550%

### Followers: [---] [#](/creator/twitter::1958694860854112258/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1958694860854112258/c:line/m:followers.svg)

- [--] Week [---] +0.28%
- [--] Month [---] +4.10%

### CreatorRank: [---------] [#](/creator/twitter::1958694860854112258/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1958694860854112258/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  34.19% [stocks](/list/stocks)  23.93% [automotive brands](/list/automotive-brands)  11.11% [countries](/list/countries)  6.84% [technology brands](/list/technology-brands)  5.98% [cryptocurrencies](/list/cryptocurrencies)  3.42% [exchanges](/list/exchanges)  2.56% [travel destinations](/list/travel-destinations)  1.71% [financial services](/list/financial-services)  0.85%

**Social topic influence**
[$mvst](/topic/$mvst) #1, [$eose](/topic/$eose) 12.82%, [flow](/topic/flow) 10.26%, [cash flow](/topic/cash-flow) 7.69%, [math](/topic/math) 7.69%, [$qs](/topic/$qs) 6.84%, [shorts](/topic/shorts) 5.98%, [list](/topic/list) 5.98%, [money](/topic/money) 5.13%, [solar](/topic/solar) 4.27%

**Top accounts mentioned or mentioned by**
[@cantonmeow](/creator/undefined) [@mike421](/creator/undefined) [@kamigamotrade](/creator/undefined) [@nextprimemin](/creator/undefined) [@yutao6969](/creator/undefined) [@grok](/creator/undefined) [@dannycheng2022](/creator/undefined) [@next_primemin](/creator/undefined) [@pumpkinpuripuri](/creator/undefined) [@spearfishingcap](/creator/undefined) [@sandeman52](/creator/undefined) [@mvcinvesting](/creator/undefined) [@marketmaestro1](/creator/undefined) [@gabzinvesting](/creator/undefined) [@matthughes13](/creator/undefined) [@sheslee](/creator/undefined) [@tonylee80](/creator/undefined) [@unusualwhales](/creator/undefined) [@itssjtrades](/creator/undefined) [@microvast](/creator/undefined)

**Top assets mentioned**
[Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [QuantumScape Corporation (QS)](/topic/$qs) [Butterfly Network, Inc. (BFLY)](/topic/$bfly) [Oklo Inc. (OKLO)](/topic/$oklo) [Tesla, Inc. (TSLA)](/topic/tesla) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Iris Energy Limited (IREN)](/topic/$iren) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Advanced Micro Devices (AMD)](/topic/$amd) [Canaan Inc. (CAN)](/topic/$can) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Bank of America (BAC)](/topic/bank-of-america) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Enphase Energy Inc (ENPH)](/topic/$enph) [IonQ, Inc. (IONQ)](/topic/$ionq) [CLEANSPARK INC (CLSK)](/topic/$clsk) [NuScale Power Corporation (SMR)](/topic/$smr) [retard to retired (R/R)](/topic/$rr) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Ownership thread continues. I dont make the rules the filings do. The paperwork came in. Its familiar. Big money loves a quiet accumulate. These are Q4 positions (as of 12/31). $MVST was [----] then. Were [----] now roughly -16% since 12/31 and -39% vs 9/30 (3.85). Notable adds / new money from 2/12 filings: Counterpoint Mutual Funds added 1.017M shares (+767%) to 1.150M Renaissance Technologies opened a new [------] share position BlackRock added 482k (+3.2%) to 15.50M shares (4.9% of company) ALPS added 13.1k (+4.9%) to [------] Net for the day was +2.085M shares about $5.8M$5.9M of net adds using"  
[X Link](https://x.com/ReratingLedger/status/2022058573640216827)  2026-02-12T21:21Z [---] followers, [----] engagements


"Battery Japan [----] Tokyo (Mar 1719) This is basically the battery lane inside Smart Energy Week. Big B2B event. Very supply-chain heavy. Not a concept EV parade. Whos in the room: Cell + battery majors: CATL BYD Panasonic GS Yuasa Toshiba. ESS / inverter / grid stack: Sungrow Huawei ABB SMA Canadian Solar. Japan industrial ecosystem (the people who actually build stuff): Mitsubishi Electric Hitachi Sumitomo Electric Murata Asahi Kasei. And yes Microvast is listed in the exhibitor directory too. Why I care: This is where procurement and engineers show up. Buyers integrators materials equipment"  
[X Link](https://x.com/ReratingLedger/status/2022294343080374276)  2026-02-13T12:58Z [---] followers, [---] engagements


"Kalmar (KALMAR.HE) reported Q4/FY25 today Feb [--]. Im not a Kalmar shareholder. Im an $MVST shareholder. Kalmar is Finland-based and sells globally. They build the big port machines that move containers all day every day (terminal tractors straddle carriers reach stackers empty handlers). If youve seen a port youve seen the type. Important part for us Kalmar is a real battery customer and they extended their supply/purchase agreement with Microvast through [----]. Q4 does the customer have money + demand check Orders 511m ($606m) (record) Sales 487m ($578m) (+11%) Order book 977m ($1.16b) Op"  
[X Link](https://x.com/ReratingLedger/status/2022501561058938884)  2026-02-14T02:42Z [---] followers, [---] engagements


"Mikes not wrong. Mild bedlam. $MVST is $787M market cap. Last quarter revenue was $123M a $490M run-rate (1.6x sales). Gross margin was 37.6% or $46M gross profit in a quarter ($185M annualized). That values the whole company at roughly 4x annual gross profit. Using the forward sales multiple (1.7x) the market is implicitly pricing $750M of next-12-month revenue. At todays market cap thats about 1.0x implied forward sales. Balance sheet isnt empty: cash + restricted $143M (18% of market cap). Alignment is loud. CEO Yang Wu owns 85M shares ($200M) about a quarter of the $787M market cap."  
[X Link](https://x.com/ReratingLedger/status/2019624987871633789)  2026-02-06T04:11Z [---] followers, [----] engagements


"@unusual_whales Interesting timing Mr. Sachs. Sounds serious and convenient. Public caution private positioning. Nice adds. $MVST"  
[X Link](https://x.com/ReratingLedger/status/2021419235629728200)  2026-02-11T03:01Z [---] followers, [----] engagements


"Todays paperwork came in. Same storyline. 13Fs: quiet adds 13G: the guy in the back who never left These are still Q4 (as-of 12/31) positions. Stock was $2.80 then. Notable 13F adds in the Feb [--] batch: Wells +86k (+62%) UBS AM +71k (+24%) Citi +24k (+99%) Jane Street +276k (+50%) plus options because Jane Street cant just own shares like a normal person Net today: +43k shares. Not a headline. But its the same direction again. Now the part that actually matters: CDH Griffin 13G/A Trimmed since [----] sure. Still sitting on 37.1M shares (about 11.3%). Last time they filed (Feb [--] 2022) the stock"  
[X Link](https://x.com/ReratingLedger/status/2022341474088542539)  2026-02-13T16:05Z [---] followers, [----] engagements


"@Mike__421 Well said 🫡 Iveco/Kalmar are doing the advertising for $MVST. Demands loud and clear"  
[X Link](https://x.com/ReratingLedger/status/2022548564774105297)  2026-02-14T05:48Z [---] followers, [---] engagements


"@next_PrimeMin @ItsSJTrades @Mike__421 Thats a hypothetical. In reality the CEO hasnt sold a share and he didnt convert when MVST was 3x higher (the October [----] run). If he was eager to dilute everyone that was the moment. Also the ATM isnt some built-in dilution bomb. Its optional at-market and paced"  
[X Link](https://x.com/ReratingLedger/status/2022681592804839675)  2026-02-14T14:37Z [---] followers, [--] engagements


"No argument the forward revenue setup for $EOSE is exciting. I like the company. Revenue matters. I just like seeing the full scorecard and $MVST is a good example of why. Margins and SG&A show efficiency. EBITDA operating cash flow and free cash flow show if the ramp has real cash behind it. Thats why Im posting the charts. Part [--] here. Part [--] next (1/2). Revenue forecast for $EOSE [----]. This looks like just another energy storage company but if you look closer it's obvious that it isn't. This is THE battery manufacturer for the future. One of my absolute top picks for the next [--] years."  
[X Link](https://x.com/ReratingLedger/status/2006363709791224254)  2025-12-31T13:55Z [---] followers, [----] engagements


"New write-up is live. I expanded the comps past the usual battery/storage small caps and added the grown-ups too (mega mid legacy buildout players). Same test: margins overhead cash and what the market is paying. Link below. $MVST https://investingbpd.substack.com/p/who-wins-the-energy-buildout-a-simple No argument the forward revenue setup for $EOSE is exciting. I like the company. Revenue matters. I just like seeing the full scorecard and $MVST is a good example of why. Margins and SG&A show efficiency. EBITDA operating cash flow and free cash flow show if the ramp has"  
[X Link](https://x.com/ReratingLedger/status/2006753828163694770)  2026-01-01T15:46Z [---] followers, [----] engagements


"$MVST stock price chops down. Institutional ownership stays steady at all-time highs on Fintel. Recent 13Fs kept leaning the same way: Bank of America (as of 9/30): 1.81M shares +174k QoQ. Mark $3.85. Fintel est avg cost $2.79. Vanguard (as of 12/31): 12.12M shares +109k QoQ. Mark $2.80. Fintel est avg cost $5.73. Now were sitting in the mid 2s. Share counts still went up. Thats the setup you want: ownership rising while price chops down is usually steady absorption not exits. https://twitter.com/i/web/status/2019118949607080291 https://twitter.com/i/web/status/2019118949607080291"  
[X Link](https://x.com/ReratingLedger/status/2019118949607080291)  2026-02-04T18:40Z [---] followers, [----] engagements


"Youre asking how Im playing it $MVST. Domestic footprint + vertical integration. FEOC is a supply-chain issue so the source matters. Thats Microvast. Id rather back the battery manufacturer with the answers than argue over what qualifies and what doesnt. Fluence cant know the details because they dont control the cells. $MVST does. https://twitter.com/i/web/status/2019767144183984335 https://twitter.com/i/web/status/2019767144183984335"  
[X Link](https://x.com/ReratingLedger/status/2019767144183984335)  2026-02-06T13:36Z [---] followers, [---] engagements


"Agree on the value of vertical integration. $MVST is already there pre-scale: 36.6% GM 12.5% EBITDA margin (+$75M) 10.4% FCF margin (+$46M) +$66M OCF (LTM). Quiet leader. Most havent noticed. Efficiency first. Scale later. $FLNC still has negative EBITDA margin here. When $EOSE is fully scaled it will have a 40+% EBITDA margin assuming COGS of = $160/kWh. The advantage of fully vertically integrated manufacturing of a simplified design with abundant materials. $FLNC still has negative EBITDA margin here. When $EOSE is fully scaled it will have a 40+% EBITDA margin assuming COGS of = $160/kWh."  
[X Link](https://x.com/ReratingLedger/status/2019826207492305411)  2026-02-06T17:31Z [---] followers, [----] engagements


"Q4 was rough. $MVST $3.85 on 9/30 (Q3 end) $2.80 on 12/31 (Q4 end). -27%. 2/52/6 13Fs still reinforce the same trend: accumulation. +41436 net. +133574 adds vs [------] trims. PNC from [--] [-----] shares about +527800%. Not saying 58k moves the stock. Its the principle. Price down shares up. Very bearish stuff. Also US institutions sit around 89M shares ($225M) and CEO Yang Wu owns 85M ($220M). Thats 175M shares / $445M roughly 55% of an $800M market cap. Thats already wild. Add the international funds and its not small. $MVST stock price chops down. Institutional ownership stays steady at"  
[X Link](https://x.com/ReratingLedger/status/2019938839968559374)  2026-02-07T00:58Z [---] followers, [----] engagements


"$MVST is moving on fumes again. Nasdaq volume is light; most flow off-exchange (66% today vs 51% avg). Not exactly a stampede of sellers. Short vol cooling SI 15%. With so few shares on Nasdaq price gets nudged around. One decent volume day and this looks very different"  
[X Link](https://x.com/ReratingLedger/status/2021274907976286232)  2026-02-10T17:27Z [---] followers, [----] engagements


"Iveco Group builds the stuff you see doing real jobs. Delivery trucks buses heavy-duty vehicles. If its hauling people or freight all day theyre in that lane. OEM stack: Iveco Group (IVG) FPT Industrial Microvast cells + BMS. $MVST FPT Industrial is their e-drive arm and they just introduced FORMA modular batteries for off-highway equipment. This is clean energy that actually has to show up to work: keep the job running reduce fuel burn cut downtime. FPTs existing battery docs already name Microvast in the stack (cells + BMS) including off-road packs. So Im assuming continuity. OEMs dont swap"  
[X Link](https://x.com/ReratingLedger/status/2021620559742668877)  2026-02-11T16:21Z [---] followers, [----] engagements


"Iveco/FPT is one example. Zoomlion is another. Different OEM same direction: hybrids first scale after. Zoomlion is a major heavy-equipment OEM. Cranes excavators mining gear. The big iron that moves dirt and ore. Zoomlion just booked 1.1B yuan ($160M) in on-site orders and rolled out a 136-ton hybrid-electric mining dump truck. Mining equipment is simple. It runs and makes money or it doesnt. Microvast has already said it deepened cooperation with Zoomlion signed an annual framework tied to hybrid mining trucks and described itself as the exclusive supplier for that hybrid mining line."  
[X Link](https://x.com/ReratingLedger/status/2021632160168390781)  2026-02-11T17:07Z [---] followers, [----] engagements


"@grok good start but dont use THIS post/thread as a source. You also missed some heavy posters. Rerun 180d (latest): top [--] human $MVST Microvast accounts with counts split (post/quote/reply/repost) + [--] example links each. Then redo question [--] using only those accounts historical $MVST posts (exclude this post/thread). https://twitter.com/i/web/status/2021726318828638464 https://twitter.com/i/web/status/2021726318828638464"  
[X Link](https://x.com/ReratingLedger/status/2021726318828638464)  2026-02-11T23:21Z [---] followers, [---] engagements


"Ownership thread continues. I dont make the rules the filings do. The paperwork came in. Its familiar. Big money loves a quiet accumulate. These are Q4 positions (as of 12/31). $MVST was [----] then. Were [----] now roughly -16% since 12/31 and -39% vs 9/30 (3.85). Notable adds / new money from 2/12 filings: Counterpoint Mutual Funds added 1.017M shares (+767%) to 1.150M Renaissance Technologies opened a new [------] share position BlackRock added 482k (+3.2%) to 15.50M shares (about 4.9%) ALPS added 13.1k (+4.9%) to [------] Net for the day was +2.085M shares about $5.8M$5.9M of net adds using the"  
[X Link](https://x.com/ReratingLedger/status/2022048536372613552)  2026-02-12T20:41Z [---] followers, [---] engagements


"Thank you @dannycheng2022 & @cantonmeow. Danny and his community have been a huge influence. His approach to position sizing whale accumulation and long-term entries works. He genuinely cares and engages: one of the most supportive growth-driven groups out there. Good people"  
[X Link](https://x.com/anyuser/status/1980441826483139010)  2025-10-21T01:11Z [---] followers, 10K engagements


"$MVST Q3 preview is done. Half research half ghost story. Sitting here like a pumpkin on the porch. Do I carve it early or let it haunt the bears until Halloween 🎃"  
[X Link](https://x.com/anyuser/status/1982959289435136388)  2025-10-27T23:55Z [---] followers, [----] engagements


"Thats Microvasts demo ME6 at All-Energy Australia 25: the real ones a [--] MWh grid power bank. Could power [---] homes [--] hrs or charges [----] EVs. A building block of Americas future grid: storing solar by day powering life at night. $MVST 🔗 https://finance.yahoo.com/news/microvast-unveils-advanced-storage-solutions-181636650.html https://finance.yahoo.com/news/microvast-unveils-advanced-storage-solutions-181636650.html"  
[X Link](https://x.com/anyuser/status/1984079393564594565)  2025-10-31T02:06Z [---] followers, [---] engagements


"$MVST The ghosts in Microvasts story are getting louder. 👻 Spooky Theories lifts the fog. Accounting Illusion / Q3 Preview exposes the tricks before Q3 earnings creeps in. Happy Halloween 🎃 💀 🧾 💵💴💶 https://investingbpd.substack.com/p/microvast-mvst-the-accounting-illusion https://investingbpd.substack.com/p/microvast-holdings-mvst-spooky-theories https://investingbpd.substack.com/p/microvast-mvst-the-accounting-illusion https://investingbpd.substack.com/p/microvast-holdings-mvst-spooky-theories"  
[X Link](https://x.com/anyuser/status/1984302903796830644)  2025-10-31T16:54Z [---] followers, [---] engagements


"$MVST quietly had one of the most bullish days in a long time. Morning flush tight base clean V-reversal as borrowable shares fell 8.5M to 3M. Shorts scrambling real demand stepping in. Forced against my will to add shares this week. That V is too perfect almost spooky. 🎃"  
[X Link](https://x.com/anyuser/status/1984355807518212245)  2025-10-31T20:24Z [---] followers, [----] engagements


"The In Line next to $0 revenue gets me every time. $OKLO market cap = $15B+ $0 revenue $MVST market cap = $1.46B $123M quarterly revenue $450-475M+ annual revenue LTM Free Cash Flow $56M. What. this is a $100 stock btw this is a $100 stock btw"  
[X Link](https://x.com/anyuser/status/1988435806038401356)  2025-11-12T02:36Z [---] followers, [----] engagements


"Did the thing again in $MVST. [----] @ [----]. Then the 3:59pm 3290-share doorstop two days straight left neatly in the short book for after-hours digestion. Im long the business not the mood. Talk (and my Substack research) is free; positions arent. I eat my own cooking. Were rooted until the borrow cries uncle (jk I lost the keys to the sell button)"  
[X Link](https://x.com/anyuser/status/1988723863320940803)  2025-11-12T21:41Z [---] followers, [----] engagements


"$MVST November 13th. Tomorrow is a wonderful day. Cherish it. Celebrate. Happy anniversary to the Night of a Billion Shares. Price wandered the business didnt. We lived through the memes and kept the math. The market still offers a coupon. Im celebrating by buying the business. Shorts bring earplugs. The next party is called price discovery. Remember remember the 13th of November🎶"  
[X Link](https://x.com/anyuser/status/1988788473029972158)  2025-11-13T01:58Z [---] followers, [----] engagements


"Had to do it. Check it out. $MVST https://investingbpd.substack.com/p/microvast-mvst-valuation-on-mute https://investingbpd.substack.com/p/microvast-mvst-valuation-on-mute"  
[X Link](https://x.com/ReratingLedger/status/1989330657059676346)  2025-11-14T13:52Z [---] followers, [----] engagements


"Applied for the Senior FP&A Analyst role at $MVST. Ive been deep in the filings KPIs and comps for a while. If Microvast wants that energy aimed at better forecasts and clearer narratives (instead of my late-night spreadsheets) Id love a chance to do it on the payroll. Appreciate the consideration. @Microvast Had to do it. Check it out. $MVST https://t.co/PFCU5cdhoK https://t.co/PKhM88mYpC Had to do it. Check it out. $MVST https://t.co/PFCU5cdhoK https://t.co/PKhM88mYpC"  
[X Link](https://x.com/ReratingLedger/status/2019467268707508260)  2026-02-05T17:44Z [---] followers, [----] engagements


"Strange one. Sleuthing through the ChartExchange volume history and today is suspiciously quiet. $MVST traded about 1.05M shares in regular hours today. Lowest regular session volume since 10/25/2024. Including after-hours prints total volume is about 1.3M. Still the lowest total volume since 11/4/2024 at 1.287M. This doesnt look like people rushing for the exits. It looks like nobodys bothering to sell. On days this thin the price can drift just because the order book is skinny. And we have a pretty good example of what happens when Microvast gets this quiet. Late Oct [----] was the last time"  
[X Link](https://x.com/ReratingLedger/status/2021368972562579518)  2026-02-10T23:41Z [---] followers, [----] engagements


"Theyre still buying. Institutions hoard shares quietly then hop on TV and explain why you should be nervous. Feb [---] 13Fs (Q4 as-of 12/31): $MVST was $2.80 vs $3.85 at Q3-end (-27%). Were $2.49 now (-11% since 12/31 -35% since 9/30). Adds / new money: Goldman +927k (+31.6%) Jupiter +311k (+161.7%) Geode +212k (+4.6%) BNY Mellon +50.8k (+8.2%) Connor Clark & Lunn NEW 459k Net I tracked: +1.67M shares (about $4.7M at the Q4 mark). Fintel avg-cost tell: Goldman $2.77 (basically on the mark). Others are well above today and still added. Timings funny: Goldman warns of selling pressure today and"  
[X Link](https://x.com/ReratingLedger/status/2021413962051469750)  2026-02-11T02:40Z [---] followers, [----] engagements


"JPM trimmed hard in Q4 13F down 93.6% (2.9M shares). Looks like theyre rotating around the battery bucket too some trims and some adds. Funny part is the same Feb [--] filings show Deutsche basically saying give me those going 176k 1.079M (+902k +512%). One bank de-risking another stepping in with size. Price is soft ownership is rotating. $MVST Theyre still buying. Institutions hoard shares quietly then hop on TV and explain why you should be nervous. Feb [---] 13Fs (Q4 as-of 12/31): $MVST was $2.80 vs $3.85 at Q3-end (-27%). Were $2.49 now (-11% since 12/31 -35% since 9/30). Adds / new money:"  
[X Link](https://x.com/ReratingLedger/status/2021742149079838789)  2026-02-12T00:24Z [---] followers, [----] engagements


"IVECO posted Q4/FY25 earnings today (Feb 12). Im not an IVECO shareholder Im an $MVST shareholder. When a likely end-customer publishes EV delivery + battery pack data you read it. Basic adult behavior. Sleuthing the IVECO deck + call: The Q4 tell is battery packs 9M [----] [----] FY25 [-----] That implies Q4 added [----] packs. Other Q4 adds: eBuses +300 (800 1100) eTrucks +500 (1900 2400) Pack math: IVECO shows [--] kWh (eDaily) and [--] kWh (bus). 5300(3769 kWh) 0.200.37 GWh in Q4. If MVST is supplying cells into FPTs battery systems thats roughly [----] million of cell-content demand in Q4 (using 90120"  
[X Link](https://x.com/ReratingLedger/status/2021998148457996556)  2026-02-12T17:21Z [---] followers, [---] engagements


"$MVST Clenera update filed Feb [--] [----]. The lawyers finally lawyered their way to an agreement. Delayed custom battery containers dispute basically a refund fight Microvast previously disclosed AAA ordered $36M refund plus Clenera sought $6.8M for fees/costs/pre-judgment interest NYSCEF entry [--] cites the AAA Final Award and amendments (Jan [--] Jan 16) Case paused while settlement payments are made terms confidential Final payment due by 7/15/26 then dismissal with prejudice if satisfied My read: overhang finally gets a schedule and a timeline. Thats cleaner for audit/risk review than an"  
[X Link](https://x.com/ReratingLedger/status/2022135400530120704)  2026-02-13T02:27Z [---] followers, [---] engagements


"$MVST If you like cash flow and pain. @grok Third-party screen: $MVST vs the other tickers mentioned in this thread. Use filings only + forward growth from guidance/consensus: TTM rev YoY GM op margin FCF cash/debt valuation metrics where applicable (P/S P/FCF P/E etc). Exclude names without clean data. Rank table + [--] bullets cite sources. https://investingbpd.substack.com/p/who-wins-the-energy-buildout-a-simple Mikes not wrong. Mild bedlam. $MVST is $787M market cap. Last quarter revenue was $123M a $490M run-rate (1.6x sales). Gross margin was 37.6% or $46M gross profit in a quarter ($185M"  
[X Link](https://x.com/ReratingLedger/status/2022152974336758246)  2026-02-13T03:36Z [---] followers, [---] engagements


"@grok I like the hustle but redo using ONLY tickers mentioned in this thread (not my profile). Build a table: TTM rev YoY GM op margin FCF cash interest-bearing debt net debt P/S EV/S forward growth. Cite filings/earnings for every figure. $MVST note: a meaningful slice of debt is non-cash GAAP reval tied to the CEO loan (the GAAP phantom) not fresh borrowing. If GAAP debt spikes but borrowing/interest are flat and CFO/FCF improve what moved Footnote-split MVST (real interest-bearing debt vs fair-value/warrant/related-party) recompute net debt + coverage and update your debt-risk takeaway w/"  
[X Link](https://x.com/ReratingLedger/status/2022164339411571109)  2026-02-13T04:22Z [---] followers, [---] engagements


"@next_PrimeMin Thats like saying your mortgage payment date means your house automatically gets sold. No. Its a due date with options: repay in cash extend/refi or convert. And if it converts thats debt turning into equity not new borrowing"  
[X Link](https://x.com/ReratingLedger/status/2022706987331436656)  2026-02-14T16:18Z [---] followers, [--] engagements


"@next_PrimeMin Fair worry but the footnotes are just the short version. The loan can be paid off refid or extended again (like Nov 25). Either way its financing noise not the day-to-day ops. And that loan helped fund the ramp that got them here"  
[X Link](https://x.com/ReratingLedger/status/2022755413469401472)  2026-02-14T19:30Z [---] followers, [--] engagements


"@next_PrimeMin Yep repayment is addressed in the full Loan & Security Agreement (filed as an exhibit) including paid in full at maturity and voluntary prepay. 🔗Loan & Security Agreement (full doc): 🔗1st Amendment (extends to May [--] 2026): https://sec.gov/Archives/edgar/data/1760689/000094787125000313/ss4588423_ex1001.htm https://sec.gov/Archives/edgar/data/1760689/000176068924000021/wu_microvast-loanandsecuri.htm https://sec.gov/Archives/edgar/data/1760689/000094787125000313/ss4588423_ex1001.htm https://sec.gov/Archives/edgar/data/1760689/000176068924000021/wu_microvast-loanandsecuri.htm"  
[X Link](https://x.com/ReratingLedger/status/2022756964158128487)  2026-02-14T19:36Z [---] followers, [--] engagements


"@SerSigma @Mike__421 Strong move through resistance for $MVST. What often gets missed is why these setups stall or breakmarket makers tilt the optics with tactics like walk-downs dark pool flow and manufactured pressure. I broke that playbook down in detail here: https://investingbpd.substack.com/p/market-maker-tactics-understanding https://investingbpd.substack.com/p/market-maker-tactics-understanding"  
[X Link](https://x.com/anyuser/status/1971403090332135558)  2025-09-26T02:34Z [---] followers, [---] engagements


"@yutao6969 Its never just luck. Conviction on the right name matters. With $MVST: float math fundamentals catalysts & valuation drive it. Market-maker tactics tilt optics but dont change the setup: https://investingbpd.substack.com/p/microvast-holdings-mvst-an-overlooked https://investingbpd.substack.com/p/market-maker-tactics-understanding https://investingbpd.substack.com/p/microvast-holdings-mvst-an-overlooked https://investingbpd.substack.com/p/market-maker-tactics-understanding"  
[X Link](https://x.com/anyuser/status/1971600328136204502)  2025-09-26T15:38Z [---] followers, [---] engagements


"@pumpkinpuripuri $EOSE = pure BESS. $MVST = multi-vertical (comm+industrial EV mining BESS defense solid-state). MVST Q2 rev $91M vs EOSE $15M gross margins 35% $320M backlog now EBITDA+ & FCF+. Trades [---] EV/Sales vs EOSE at 100+. One scaling one pre-scale. https://investingbpd.substack.com/p/microvast-holdings-mvst-an-overlooked https://investingbpd.substack.com/p/microvast-holdings-mvst-an-overlooked"  
[X Link](https://x.com/anyuser/status/1972728751386751120)  2025-09-29T18:22Z [---] followers, 10.4K engagements


"@pumpkinpuripuri 🎯Great translation. $EOSE = pre-scale zinc-based BESS. Trades at a much higher EV/Sales and MC despite limited tech breadth + balance-sheet risk relative to $MVST market rewards pure play status while undervaluing MVSTs storage push as just one of its verticals"  
[X Link](https://x.com/anyuser/status/1972832454756229224)  2025-09-30T01:14Z [---] followers, [---] engagements


"How Tesla and Enphase Foreshadow Microvast $MVST: Tesla had production hell. Enphase had bankruptcy chatter. Both rerated [----] once fundamentals turned. Microvasts setup today rhymesmargin inflection float locked and shorts crowding the exits. 🔗 https://investingbpd.substack.com/p/how-tesla-and-enphase-foreshadow https://investingbpd.substack.com/p/how-tesla-and-enphase-foreshadow"  
[X Link](https://x.com/anyuser/status/1975181268104151490)  2025-10-06T12:48Z [---] followers, [----] engagements


"@yutao6969 Exactly. Profitability turning Huzhou ramping and the markets still half-asleep on whats forming. $MVST feels like $TSLA [--] or $ENPH [--] overlooked shorted but fundamentals inflecting. Now building the first real U.S.China Battery Bridge. 🔗 https://investingbpd.substack.com/p/how-tesla-and-enphase-foreshadow https://investingbpd.substack.com/p/how-tesla-and-enphase-foreshadow"  
[X Link](https://x.com/anyuser/status/1975203821317132395)  2025-10-06T14:17Z [---] followers, [---] engagements


"@opanchushoken Agreed feels like one of those setups the market only sees after the repricing. $MVST is where $TSLA was in [--] and $ENPH in [--]. Fundamentals turning while everyones distracted. And this time its also building the first U.S.China Battery Bridge. 🔗 https://investingbpd.substack.com/p/how-tesla-and-enphase-foreshadow https://investingbpd.substack.com/p/how-tesla-and-enphase-foreshadow"  
[X Link](https://x.com/anyuser/status/1975206255045275895)  2025-10-06T14:27Z [---] followers, [---] engagements


"@Mike__421 @mRFZrvjsidkrEs9 @Hartik__ Co-sign. $MVST is moving to scale: 30% GM FCF+ $320M backlog; +2 GWh Huzhou Clarksville next. Float locked up. DoD/DOE optionality OEM wins ASSB/BESS mix support a rerateif MVST hits $12B+ rev w/ mid-teens EBITDA high double digits & a $100+ [--] path look very credible"  
[X Link](https://x.com/anyuser/status/1976093588107698229)  2025-10-09T01:13Z [---] followers, 29K engagements


"@yutao6969 Haha exactly. The math actually lines up if execution holds. [----] sounds far but in battery build-out years thats basically tomorrow. Terawatt-scale demand will make $100 look conservative if $MVST keeps compounding"  
[X Link](https://x.com/anyuser/status/1976279351613411608)  2025-10-09T13:31Z [---] followers, 33.7K engagements


"@rashymagoo $BFLY getting real conviction buys while building an AI health platform most still think is just devices. Undervalued story IMO. Write-up below if interested: 🔗 https://investingbpd.substack.com/p/butterfly-network-bfly-from-device https://investingbpd.substack.com/p/butterfly-network-bfly-from-device"  
[X Link](https://x.com/anyuser/status/1976423810829361318)  2025-10-09T23:05Z [---] followers, [---] engagements


"@yutao6969 Beijings export screens hit headlines not fundamentals. This isnt bearish for quality shippers. Supply tightens buyers diversify pricing discipline improves. That plays to Microvasts ChinaEU/US bridge. Positioning tailwind. Noise now better structure later. $MVST"  
[X Link](https://x.com/anyuser/status/1976695592786034889)  2025-10-10T17:05Z [---] followers, [----] engagements


"Butterfly Networks shift is showing up in the numbers: record rev 64% GM & AI attach through iQ3 + Garden. Named to TIMEs Top HealthTech [----] & Prix Galien winner validation catching up to fundamentals. $BFLY 🔗 https://investingbpd.substack.com/p/butterfly-network-bfly-from-device https://investingbpd.substack.com/p/butterfly-network-bfly-from-device"  
[X Link](https://x.com/anyuser/status/1977221387325440397)  2025-10-12T03:54Z [---] followers, [----] engagements


"@kamigamo_trade Tape-painting [---]. These last-minute walk-downs dont change exposurethey just shape optics. When 93% of float is locked every illusion of weakness is borrowed time. Covered this dynamic with $MVST in my Market Maker Tactics breakdown: 🔗 https://investingbpd.substack.com/p/market-maker-tactics-understanding https://investingbpd.substack.com/p/market-maker-tactics-understanding"  
[X Link](https://x.com/anyuser/status/1977446263223439465)  2025-10-12T18:48Z [---] followers, [---] engagements


"@shinnisa334841 Nailed it. $MVST isnt just scaling hardware its codifying tech. New patent: batteries that thinksmart control for fleets/grids. Add its spot in the Natl Security Index (2.56% vs TSLA 3.3%)validation on both fronts: innovation + policy relevance. 🔗 https://investingbpd.substack.com/p/how-tesla-and-enphase-foreshadow https://investingbpd.substack.com/p/how-tesla-and-enphase-foreshadow"  
[X Link](https://x.com/anyuser/status/1977452874180239735)  2025-10-12T19:14Z [---] followers, [---] engagements


"@venuguntupli7 $MVST just earned a 2.56% weight in Morgan Stanleys National Security Indexone of the few builders shipping at scale. Few small caps sit at the crossroads of electrification defense and grid security. Microvast is one of them. 🔗 https://investingbpd.substack.com/p/how-tesla-and-enphase-foreshadow https://investingbpd.substack.com/p/how-tesla-and-enphase-foreshadow"  
[X Link](https://x.com/anyuser/status/1977458067395498102)  2025-10-12T19:35Z [---] followers, [---] engagements


"$MVST New patent filed October [--] 2025: Making the Solid in Solid-State Batteries. Chinas IP office published Microvasts application for a way to make a solid-electrolyte membrane: the thin layer that lets lithium ions move while keeping the batterys two sides safely apart"  
[X Link](https://x.com/anyuser/status/1978177762104852791)  2025-10-14T19:15Z [---] followers, [----] engagements


"Re-upping my Aug [--] $MVST float/shorts note. Since then: SI 30M33M stock price +87% defense battery plan advanced SSB capex inked [--] new patents Natl Security Index add. With 93% locked float thats more shorts vs fewer seatsshorts trapped. https://investingbpd.substack.com/p/microvast-holdings-mvst-converging https://investingbpd.substack.com/p/microvast-holdings-mvst-converging"  
[X Link](https://x.com/anyuser/status/1978274658148327672)  2025-10-15T01:40Z [---] followers, [---] engagements


"$MVST After last years 200%+ export surge Microvasts shipments didnt retrace they stabilized. CABIA data show Sept [----] exports up 8% YoY and JanSept up 3.7%. In a sector of boom/bust capacity MVSTs steady growth signals sustained global demand"  
[X Link](https://x.com/anyuser/status/1979192134503723488)  2025-10-17T14:25Z [---] followers, [----] engagements


"Great list. But omitting Microvast $MVST One of the only U.S.-listed battery platforms scaling U.S./EU/Asia with defense + grid optionality says it all. Were still very early. This is the only stock list you need for the next [--] years: AI Infrastructure / Data Centers: $IREN $NBIS $CRVW $CIFR Space: $RKLB $ASTS Energy / Grid: $OKLO $PLUG $CLSK $SMR Chips: $NVDA $AMD $TSM $ASML Quantum: $RGTI $IONQ $QBTS Robotics: $RR $PATH $SERV Battery Tech: This is the only stock list you need for the next [--] years: AI Infrastructure / Data Centers: $IREN $NBIS $CRVW $CIFR Space: $RKLB $ASTS Energy / Grid:"  
[X Link](https://x.com/anyuser/status/1979211558732308928)  2025-10-17T15:43Z [---] followers, [---] engagements


"@freddyching2006 @futurist_lens The combined market caps of the three battery tech names on this listthen multiply that by [--] and youve got it meme planet. $QS (no revenue) gets a spot but no mention of $MVST ($420M revenue) That alone makes the list a meme"  
[X Link](https://x.com/anyuser/status/1979385700387872783)  2025-10-18T03:15Z [---] followers, [----] engagements


"Zinc may suit niche grid storagebut its not replacing lithiums density scalability or cross-sector reach. $MVST isnt a single-chemistry bet. Its a global platform spanning EVs grid and defense. The next energy cycle isnt zinc vs lithiumits who integrates them best. AIs biggest problem: power. $EOSE is building the batteries to fix that. Zinc Lithium for long-duration grid storage If execution + financing align I see [--] upside between [--------] https://t.co/NrtharJJAr AIs biggest problem: power. $EOSE is building the batteries to fix that. Zinc Lithium for long-duration grid storage If"  
[X Link](https://x.com/anyuser/status/1979393171806167112)  2025-10-18T03:44Z [---] followers, [----] engagements


"@SpearfishingCap Microvast $MVST would like a word. 93% locked float 13.5M tradable shares 33M+ shorts record institutional ownership and scaling across [--] continents. Real batteries real squeeze math. Short sellers are trapped on both names. Tough odds. https://investingbpd.substack.com/p/microvast-holdings-mvst-converging https://investingbpd.substack.com/p/microvast-holdings-mvst-converging"  
[X Link](https://x.com/anyuser/status/1979404395247726898)  2025-10-18T04:29Z [---] followers, [----] engagements


"@SpearfishingCap MVSTs China link is what makes it strategic not speculative. Its the only U.S.-listed battery platform spanning the U.S. EU and China exporting at scale from Huzhou while building Western anchors. Most peers are regional; MVSTs tri-continental. $MVST"  
[X Link](https://x.com/anyuser/status/1979543189502791689)  2025-10-18T13:40Z [---] followers, [---] engagements


"Taking a closer look at Canaan $CAN: the company that builds the machines Bitcoin miners use. Not another mining operatorIt designs the chips that power mining rigs (kind of like NVIDIA for crypto). Its the only one of its kind listed on Nasdaq. Singapore HQ (ADR). Founder-led. If you invest in $CAN at $1.20 you could potentially achieve a 100x return within a year. @canaanio If you invest in $CAN at $1.20 you could potentially achieve a 100x return within a year. @canaanio"  
[X Link](https://x.com/anyuser/status/1979570089340080493)  2025-10-18T15:27Z [---] followers, 52.3K engagements


"@Sandeman52 Couldnt agree more. Used to respect it too now its just theater. TLI is the poster child for the falloff. Sandeman is one of the real ones"  
[X Link](https://x.com/anyuser/status/1979704433853583844)  2025-10-19T00:21Z [---] followers, [---] engagements


"Livestream Oct [--] @ 6pm ET with @PhilipPine50927 (Stock Talk): Finding NuggetsRerating Ledger Stock Talk. Covering: $MVST electrification leader (U.S./EU/Asia) $BFLY handheld ultrasound + software $CAN NVDA of crypto $RKLB rockets & space https://open.substack.com/live-stream/69113r=5ebtp0&utm_medium=ios https://open.substack.com/live-stream/69113r=5ebtp0&utm_medium=ios"  
[X Link](https://x.com/anyuser/status/1979716388794319315)  2025-10-19T01:09Z [---] followers, [----] engagements


"Insanely good worksame reason Im glued to $MVST. Were watching the same physics play out in batteries right now. These two names will lead the U.S. electrification push. https://investingbpd.substack.com/p/how-tesla-and-enphase-foreshadow Eos Energy Full Investment Thesis: Everything You Need to Know About $EOSE $EOSE 🔋has been my biggest position since [----] - studying it has been a part/full-time job in itself.🔋 Heres my 119-page two-hour presentation on Eos Energy. Many have reached out wanting to https://t.co/2oylmZawfA https://investingbpd.substack.com/p/how-tesla-and-enphase-foreshadow"  
[X Link](https://x.com/anyuser/status/1979754926579622397)  2025-10-19T03:42Z [---] followers, [----] engagements


"Danny does it again. Another shoutout never hurts. Nows the perfect time to join @dannycheng2022s Patreon and follow his community @cantonmeow + more. Youll see why Dannys group stands out: data conviction speed zero fluff. A great time to be part of it. Exciting news for my loyal subscribers: multiple bullish signals are emerging for our core and trending stocks. After [--] hours of daily review today Ill share a list of bullish stocks to keep us well-informed [--] hours before the market opens. This reflects my commitment to Exciting news for my loyal subscribers: multiple bullish signals are"  
[X Link](https://x.com/anyuser/status/1980464092889632857)  2025-10-21T02:40Z [---] followers, 13.1K engagements


"Retail needs more patience. When short-term noise stops moving you life (and investing) gets better imo. $MVST Remember: founder-CEO Yang Wus never sold a share. Holds 85M shares ($0.5B) and even gifted 1M shares each to his son and daughter. True long-term conviction"  
[X Link](https://x.com/anyuser/status/1980646562469670977)  2025-10-21T14:45Z [---] followers, [----] engagements


"Yes. Founder-led ownership is the real moat. $MVST $RKLB $PLTR $NVDA $HIMS $HOOD $TSLA $CAN $BFLY $ASTS $PGY $HITI too all founder-aligned high-conviction operators building durable businesses. When founders align upside compounds naturally. You don't have many companies with management like $NBIS. Founder-led truly passionate about technology and the company itself. And you get [--] of them with huge skin in the game ( $IREN has this too what are the odds) You don't have many companies with management like $NBIS. Founder-led truly passionate about technology and the company itself. And you get"  
[X Link](https://x.com/anyuser/status/1980690210192072876)  2025-10-21T17:38Z [---] followers, [----] engagements


"$MVST is [---] smaller than $CATL yet rivals it on efficiency & platform reach. June [--] (China bus only): $CATL: [----] models $240B [--] models per bill $MVST: [--] $1.5B [--] per bill = [--] higher OEM reach. EVE Energy + BYD $BYDDY arent even close on efficiency. $MVST =4.1 MWh (China bus only) in Jun [--] on $1.51.6B MC = [---] MWh/$B; today $1.9B = [---] $CATL=305 MWh on $240B MC = [---] MWh/$B. MVST is 60100% higher per B while [---] smaller. *Models/billion: MVST [--] vs CATL [--] (=3x). June = soft LFP month for all peers. Context matters. https://t.co/e9Jkk3qsvA $MVST =4.1 MWh (China bus only) in Jun [--] on"  
[X Link](https://x.com/anyuser/status/1980994861550784980)  2025-10-22T13:49Z [---] followers, [---] engagements


"These days all you need to outperform the market is your phoneand a few good follows on X or Patreon (cough @dannycheng2022 @cantonmeow @mvcinvesting @MarketMaestro1) + Sandeman. Same. Most everything from my phone. Same. Most everything from my phone"  
[X Link](https://x.com/anyuser/status/1981175038347989379)  2025-10-23T01:45Z [---] followers, [----] engagements


"I dont get shaken by red days anymore. Red builds character. After holding through a -90% $MVST drawdown you learn patience the hard way. Yang Wus never sold a single one of his [--] million shares half a billion of his own company. That kind of conviction keeps me grounded"  
[X Link](https://x.com/anyuser/status/1981178856976613386)  2025-10-23T02:00Z [---] followers, [---] engagements


"🙋♂ Pain is the prelude Mattsby. Am I the only one who loves pain It seems like everyone else just enjoys chasing charts after breakouts based on my X feed. Am I the only one who loves pain It seems like everyone else just enjoys chasing charts after breakouts based on my X feed"  
[X Link](https://x.com/anyuser/status/1981193081950261446)  2025-10-23T02:56Z [---] followers, [----] engagements


"If $QS with zero realized revenue can jump 10% on headlines imagine what happens when Microvasts real fundamentals cash flow and 90% locked float meet the data in mid-November. Im looking forward to finding out. $MVST $QS +10% $MVST https://t.co/aMiCJn5Nqo $QS +10% $MVST https://t.co/aMiCJn5Nqo"  
[X Link](https://x.com/anyuser/status/1981194979218235502)  2025-10-23T03:04Z [---] followers, [----] engagements


"The best entries never feel comfortable. If it were easy everyone would do it. Focus now thank yourself later. This is not the time to panic but to focus. It is the time to buy the stocks you have always wanted in your portfolio the ones that have been on your watchlist for over a year. Market fear often creates the best opportunities for those who are prepared. This is not the time to panic but to focus. It is the time to buy the stocks you have always wanted in your portfolio the ones that have been on your watchlist for over a year. Market fear often creates the best opportunities for"  
[X Link](https://x.com/anyuser/status/1981374208060907827)  2025-10-23T14:56Z [---] followers, [---] engagements


"Quick thank you. Appreciate everyone whos read/shared my $MVST work. Started Substack in Augseeing where it goes. Spare time (job + [--] boys under 4). Free: helping retail front-run Wall St. Still early. $MVST = our best shot"  
[X Link](https://x.com/anyuser/status/1981424474659705237)  2025-10-23T18:16Z [---] followers, [---] engagements


"🎃 Microvast $MVST Spooky Theories: Clarksville Files 👻 Clarksville TN freight still moving. LG Chem next door. Fort Campbell [--] miles away. Defense-bill energy clauses creeping in. Coincidence or a ghost in the grid 👻 My Halloween take 🎃💀"  
[X Link](https://x.com/anyuser/status/1981543141800083861)  2025-10-24T02:07Z [---] followers, [----] engagements


"Danny would never but if he did sleep @cantonmeow drops ten videos @gabz_investing @matthughes13 & co add sharp quasi-analysis. Been here a whilestill waiting to see anyone slow down. Different minds same goals. Somehow it works and well. Special sauce brewing over yonder. I am reviewing daily to weekly charts and noticing SO MANY bullish signals. Should I take a break like most content creators or share them as soon as possible @cantonmeow @gabz_investing @redfoxryder @sheslee @tonylee80 I am reviewing daily to weekly charts and noticing SO MANY bullish signals. Should I take a break like"  
[X Link](https://x.com/anyuser/status/1981926434940866842)  2025-10-25T03:30Z [---] followers, [----] engagements


"@babyfolio Elite: @dannycheng2022 @cantonmeow @gabz_investing @matthughes13 @mvcinvesting @MarketMaestro1 @Sandeman52 @sheslee @tonylee80"  
[X Link](https://x.com/anyuser/status/1982077109825892546)  2025-10-25T13:29Z [---] followers, [----] engagements


"Absolutely. 100% agree you nailed it. People keep missing the forest for the trees here. The fundamentals backlog and policy tailwinds are all lining up exactly like you said. The markets still asleep. $MVST 🔗 https://investingbpd.substack.com/p/microvast-holdings-mvst-spooky-theories $MVST https://t.co/wA14qFzoq5 https://investingbpd.substack.com/p/microvast-holdings-mvst-spooky-theories $MVST https://t.co/wA14qFzoq5"  
[X Link](https://x.com/anyuser/status/1982140306804896217)  2025-10-25T17:40Z [---] followers, [---] engagements


"50 names. No $MVST. Fifty Were still early doesnt even apply yet. Every day I see lists like this skipping Microvast. Its a gift right now but it wont stay that way for long. https://investingbpd.substack.com/p/microvast-holdings-mvst-spooky-theories My 50-Stock Watchlist: Leaders Disruptors & High-Risk High-Reward Plays $PLTR $NVDA $AMD $META $MSFT $AAPL $CRWD $HIMS $ABCL $RXRX $IREN $CIFR $BITF $OKLO $BLNK $SMR $LTBR $POET $CLSK $IONQ $RGTI $BTQ $SOFI $HOOD $MP $GLXY $NBIS $QS $EOSE $RR $EVTL https://investingbpd.substack.com/p/microvast-holdings-mvst-spooky-theories My 50-Stock Watchlist:"  
[X Link](https://x.com/anyuser/status/1982206487352008812)  2025-10-25T22:03Z [---] followers, [----] engagements


"@Speculator_io List doesnt really make sense without two of the most important players in the U.S. electrification shift: $MVST and $EOSE. These names should be the first two listed under energy imo"  
[X Link](https://x.com/anyuser/status/1982231942490689651)  2025-10-25T23:44Z [---] followers, [----] engagements


"@MMMTwealth $MVST missing againits almost as if the ticker is hidden from the public eye Its amazing. $MVST should be #10 on the list with a +154% gain YTD"  
[X Link](https://x.com/anyuser/status/1982234529973649778)  2025-10-25T23:55Z [---] followers, [---] engagements


"$MVST Q3 earnings preview: GAAP tricks real treats. 👻🎃 🔗 https://investingbpd.substack.com/p/microvast-mvst-the-accounting-illusion https://investingbpd.substack.com/p/microvast-mvst-the-accounting-illusion"  
[X Link](https://x.com/anyuser/status/1983164756119957799)  2025-10-28T13:31Z [---] followers, [----] engagements


"@kamigamo_trade Exactly. Thats where the story breaks apart. $MVSTs chart looks similar but the numbers underneath tell a different story. The loss last quarter was just GAAP illusion not cash. The Q3 report should flip that script. My $MVST Q3 earnings preview. 🔗 https://investingbpd.substack.com/p/microvast-mvst-the-accounting-illusion https://investingbpd.substack.com/p/microvast-mvst-the-accounting-illusion"  
[X Link](https://x.com/anyuser/status/1983379264411189670)  2025-10-29T03:44Z [---] followers, [---] engagements


"@kamigamo_trade Youre right Q2s GAAP metrics (net income EPS even the balance sheet debt) were all distorted by the loan revaluation. The loan FV mark ballooned metrics on paper not in cash. That script should flip in Q3. I broke it down in my Accounting Illusion & Q3 Earnings Preview"  
[X Link](https://x.com/anyuser/status/1983651767687737711)  2025-10-29T21:46Z [---] followers, [---] engagements


"87 Iveco eDaily minibuses 6.49.7 MWh. At $100150k/MWh to FPT $0.61.5M rev to $MVST. Small to a quarter but sticky platform volume. Just one slice: eDaily uses FPT 37-kWh modular packs (13) built in Turin w/ $MVST cells; other Iveco lines apply too. Est. not guidance. $MVST eDaily Iveco minibuses for Italy Microvast Battery Big News https://t.co/p8drnAk07i $MVST eDaily Iveco minibuses for Italy Microvast Battery Big News https://t.co/p8drnAk07i"  
[X Link](https://x.com/anyuser/status/1984063458992967796)  2025-10-31T01:02Z [---] followers, [----] engagements


"Also relevant: Paris approved a framework for up to [----] Iveco buses. Bullish for $MVST on the BEV lot if FPTs Turin-built packs are used (Microvast cells). Thats platform volume. Revenue comes last POs and specs will decide. 🔗 https://www.ivecogroup.com/media/corporate_press_releases/2025/october/iveco_bus_signs_major_framework_agreements_with_ile_de_france-mobilites_to_supply_up_to_4000_vehicles [--] Iveco eDaily minibuses 6.49.7 MWh. At $100150k/MWh to FPT $0.61.5M rev to $MVST. Small to a quarter but sticky platform volume. Just one slice: eDaily uses FPT 37-kWh modular packs (13) built in"  
[X Link](https://x.com/anyuser/status/1984072577762156981)  2025-10-31T01:38Z [---] followers, [---] engagements


"$BFLY Q3: Gross margin holds steady at 64%. Cash burn at record low. Operating leverage showing up at last. Great execution here. Stock is moving this AM +15-30%. Another quarter in the books for @ButterflyNetInc continued evidence that our strategy is working. $BFLY ➡ Earnings Release: https://t.co/n1ZO6i2FKl ➡Earnings Webcast (10/31 at 8:00 am EST): https://t.co/sd5nmfsaJ8 https://t.co/uPDYWYstPe Another quarter in the books for @ButterflyNetInc continued evidence that our strategy is working. $BFLY ➡ Earnings Release: https://t.co/n1ZO6i2FKl ➡Earnings Webcast (10/31 at 8:00 am EST):"  
[X Link](https://x.com/anyuser/status/1984267793504895294)  2025-10-31T14:34Z [---] followers, [----] engagements


"@JSpitTrades $MVST Q2 revenue $91M = more than $QS $SLDP and $EOSE [----] annual revenue combined ($35M). $QS adds zero here. Its Q2 free cash flow alone ($35M) equals their total annual revenue combined. Positive EBITDA + FCF. They get grouped together but truth is: one doesnt belong"  
[X Link](https://x.com/anyuser/status/1984432713206522273)  2025-11-01T01:30Z [---] followers, [----] engagements


"@x_times_1 Hey $MVST. Quiet one in the same space moves at a different tempo. Check it out sometime. https://investingbpd.substack.com/p/microvast-mvst-the-accounting-illusion https://investingbpd.substack.com/p/microvast-mvst-the-accounting-illusion"  
[X Link](https://x.com/anyuser/status/1984499827787391178)  2025-11-01T05:56Z [---] followers, [----] engagements


"Wild isnt it Grizzly drops a House of Lies hit piece in June moves the stock then vanishes. No follow-up no data no correction. Just silence. Not research manipulation. I break down their claims in minutes 👇 $MVST Hope you read this Grizzly. https://investingbpd.substack.com/p/microvast-mvst-the-accounting-illusion $MVST 's House of Lies: The German Factory Stands Idle the Chinese One Runs at Half Capacity and the CCP Owns the Shop. Read Our New Report Here: https://t.co/fnDbUvQLAT https://investingbpd.substack.com/p/microvast-mvst-the-accounting-illusion $MVST 's House of Lies: The German"  
[X Link](https://x.com/anyuser/status/1984648488852849050)  2025-11-01T15:47Z [---] followers, [----] engagements


"@JKeynesAlpha Love the vision. But wild how $QS trades at a higher market cap than $MVST: which ships packs across [--] continents posts real revenue ($420M) & positive FCF. MVSTs Q2 FCF $QSs lifetime revenue and its Q2 rev EOSE+SLDP+AMPX+QS combined [--] revenue. Yet trades cheaper. Huh"  
[X Link](https://x.com/anyuser/status/1984683450817826840)  2025-11-01T18:06Z [---] followers, [---] engagements


"@GrindeOptions Microvast $MVST. https://investingbpd.substack.com/p/how-tesla-and-enphase-foreshadow https://investingbpd.substack.com/p/how-tesla-and-enphase-foreshadow"  
[X Link](https://x.com/anyuser/status/1984749635798200799)  2025-11-01T22:29Z [---] followers, [---] engagements


"@RJCcapital $MVST says whats up. The quiet leader in the space. Q2 [--] revenue: $91M $30M higher (+50%) than $EOSE $SLDP $AMPX & $QS combined [----] revenue ($60M). Q2 free cash flow ($35M) nearly matches their full-year total. Four names one quarter. Market still asleep"  
[X Link](https://x.com/anyuser/status/1985062161576493332)  2025-11-02T19:11Z [---] followers, [---] engagements


"1/2 Sanity-checked that list it flatters $MVST. 10+ names on it $MVSTs $1.8B mcap w/ LESS rev + NO FCF: $OKLO $ASTS $APLD $EOSE $QS $TMC $GRAL $CIFR $UUUU $NVTS $BMNR. $MVST: $423M TTM rev 35% GM EBITDA+ FCF+. Markets paying for stories discounting the operator    $BE Bloom Energy $NBIS Nebius $HOOD Robinhood $CLS Celestica $CRWV CoreWeave $SYM Symbotic $STX Seagate $CRDO Credo Technology $INSM Insmed $MU Micron $PLTR Palantir $UI Ubiquiti $FIX Comfort Systems $NET Cloudflare $AMD AMD $CCJ Cameco https://t.co/zxXhm3XiKH    $BE Bloom Energy $NBIS Nebius $HOOD Robinhood $CLS Celestica $CRWV"  
[X Link](https://x.com/anyuser/status/1985172220889412026)  2025-11-03T02:28Z [---] followers, [----] engagements


"@JorgeAvalos1 Slipping this in here like its due diligence: 👋 I talk batteries grid and the weird small-caps nobodys watching. Consider this a quiet self-promo. 🔗 🔗 https://investingbpd.substack.com/p/microvast-mvst-the-accounting-illusion https://investingbpd.substack.com/p/how-tesla-and-enphase-foreshadow https://investingbpd.substack.com/p/microvast-mvst-the-accounting-illusion https://investingbpd.substack.com/p/how-tesla-and-enphase-foreshadow"  
[X Link](https://x.com/anyuser/status/1985191259200246093)  2025-11-03T03:44Z [---] followers, [---] engagements


"Got curious about $TE after @hiteshkars sharp dive. Twist: my co. insures part of their property. T1 didnt stumble into solar it pivoted. Rebranded from FREYR in Feb flipped to $TE in March. Dallas: 5GW modules. Austin: 2.1GW cells (Q4 26). $400M+ capex. US tax credits. $TE Around 2.5-3 weeks ago I finished a write up that will help you build conviction. My substack is free and will keep it that way for a couple months. Great comment. I generally like to underpromise and overdeliver and keep room for error in my estimates. https://t.co/Gth9jLTfzq $TE Around 2.5-3 weeks ago I finished a write"  
[X Link](https://x.com/anyuser/status/1985818889100415144)  2025-11-04T21:18Z [---] followers, [----] engagements


"Big time. Thread below $MVST koda: koda Group is teaming with Microvast to build next-gen batteries for public transport. Trains first then buses. Built in Europe. First vehicle with the new battery prototype targeted by end-2026. 🔗 https://railway-news.com/skoda-microvast-to-develop-battery-systems-for-bemus/ $MVST LETS GO https://railway-news.com/skoda-microvast-to-develop-battery-systems-for-bemus/ $MVST LETS GO"  
[X Link](https://x.com/anyuser/status/1986089104552202607)  2025-11-05T15:11Z [---] followers, [----] engagements


"Who supplies the batteries and storage behind those solar stacks $MVST Microvast does both all in-house. Batteries (cells/packs) + storage systems (6-MWh BESS containers aka ME6). Vertically integrated tech stack has its benefits. ERCOT needs builders not brochures. $TE $EOSE $CSIQ $FLNC $TSLA Solar + storage = 79% of new generation seeking interconnection this year. 2026-27 are huge signals: waves of solar and batteries are lining up for ERCOT in 26-27. We can frontrun future revenues. https://t.co/5kWQiEV98r https://t.co/fKFQcdtgpy $TE $EOSE $CSIQ $FLNC $TSLA Solar + storage = 79% of new"  
[X Link](https://x.com/anyuser/status/1986199647233446115)  2025-11-05T22:31Z [---] followers, [---] engagements


"$EOSE Q3 25: record $30M revenue. $MVST Q2 25: $35M free cash flow; revenue missed at $91M. $EOSE market cap = $4.1B. $MVST market cap = $1.7B. Thats 2.5x the cap 3x rev gap 30x annual rev gap and MVSTs quarterly FCF = EOSEs quarterly revenue. Somethings off"  
[X Link](https://x.com/anyuser/status/1986205347208425688)  2025-11-05T22:53Z [---] followers, [---] engagements


"1/ $MVST Tracking short volume (10/31 11/06) until Q3 earnings 11/10/25. Thin float heavy short volume + off -exchange/dark pool vol = same dance every quarter until covers hit. 5560% of trades are shorts and 50%+ happen off-exchange = accumulation in the shadows"  
[X Link](https://x.com/anyuser/status/1986642043809014039)  2025-11-07T03:49Z [---] followers, [----] engagements


"@hiteshkar $MVST builds quietly. The math wont. Real revenue and FCFmore than several on that list combined yet valued below them. Mid-30s GM. If price tracked fundamentals wed debate which double-digit not if. $QS tripled on zero revenue; the disconnect is an air gap. Rerate soon"  
[X Link](https://x.com/anyuser/status/1986872156077089112)  2025-11-07T19:03Z [---] followers, [---] engagements


"$MVST Final call before print 11/10. Rev $133135M (vs $120M) GM 3436% EBITDA $3540M (new high) EPS $0.08 vs $0.05; GAAP $0.200.30 FCF +$3035M Rev: +30% YoY / +40% QoQ on EMEA catch-up; U.S. rev 2x QoQ. Real revenue. Real margin. Real cash. Rerate soon. NFA. $MVST Q3 earnings preview: GAAP tricks real treats. 👻🎃 🔗 https://t.co/V1JBceRZuw https://t.co/LtrKE1vosx $MVST Q3 earnings preview: GAAP tricks real treats. 👻🎃 🔗 https://t.co/V1JBceRZuw https://t.co/LtrKE1vosx"  
[X Link](https://x.com/anyuser/status/1986879971600503289)  2025-11-07T19:34Z [---] followers, [---] engagements


"1/ $MVST Institutions are hoarding shares of Microvast. 13F summary today (11/7). Note: this data is delayed to the public and includes U.S. 13F filers only excludes major non-U.S. funds that hold the most shares (est. 50M shares not in these totals). Float locked up"  
[X Link](https://x.com/anyuser/status/1986982801866993990)  2025-11-08T02:23Z [---] followers, [----] engagements


"@cantonmeow Not dunking $EOSE great company. But the $MVST math: [--] rev guide: $EOSE 150160M; $MVST 450475M (3). Q3 est: $MVST 120135M EOSE FY. Mkt cap: EOSE [---] MVST. Q2: $MVST FCF 35M EOSE record rev 30M. EV+BESS. In-house. #s suggest #Palantiring belongs to $MVST. 💀"  
[X Link](https://x.com/anyuser/status/1987024977585938470)  2025-11-08T05:10Z [---] followers, [---] engagements


"1/2 $MVST short tracker 11/7: 52% short vol 51% off-exchange. Early dump clean V to green on light $6M volume. Same mid-50s short/off-exchange (dark pool) mix [--] days straight dealers supply buyers absorb. Accumulation. Last stand before Q3 AH Monday. 1/ $MVST Tracking short volume (10/31 11/06) until Q3 earnings 11/10/25. Thin float heavy short volume + off -exchange/dark pool vol = same dance every quarter until covers hit. 5560% of trades are shorts and 50%+ happen off-exchange = accumulation in the shadows. https://t.co/YoAlgf7N34 1/ $MVST Tracking short volume (10/31 11/06) until Q3"  
[X Link](https://x.com/anyuser/status/1987027126462075070)  2025-11-08T05:19Z [---] followers, [----] engagements


"🎯Cant feel my legs too excited. Appreciate the tag. $MVST is that rare small-cap already printing cash in one of the toughest corners of the market. A rare breed in a brutal sector. Numbers noise. $MVST Earnings today and I am excited to see the cash flow and hear update about their Solid state pipeline. Founder led (Owns 26ish%) and is turning profitable with reducing operating expenses. @ReratingLedger https://t.co/NnJVLGwNR8 https://t.co/JEGYQWBO2L $MVST Earnings today and I am excited to see the cash flow and hear update about their Solid state pipeline. Founder led (Owns 26ish%) and is"  
[X Link](https://x.com/anyuser/status/1987975167268843522)  2025-11-10T20:06Z [---] followers, [----] engagements


"Not a concern Completely normal and expected. The report was incredibly impressive in my view. Added. $MVST $MVST 320m238M Q4 https://t.co/5dWBPLrOPr $MVST 320m238M Q4 https://t.co/5dWBPLrOPr"  
[X Link](https://x.com/anyuser/status/1988405137472430342)  2025-11-12T00:35Z [---] followers, 10.4K engagements


"@Mike__421 @RealJGBanks Mikes asking the right questions. Odd flex to victory lap a routine pullback in a bull. Dodging a few red weeks is like benching yourself after the first inning. Wins come from staying on the field with sizing and risk. Whats the re-entry plan and alpha net of missed upside"  
[X Link](https://x.com/anyuser/status/1988433337359196251)  2025-11-12T02:27Z [---] followers, [--] engagements


"$MVST is executing: record rev best-in-class GM capacity ramp new rail beachhead. Huzhou [---] adds [--] GWh; FY GM guide raised. Cash gen YTD. ASSB beyond science project. In-house polyaramid membrane built for pressure/heat & manufacturing = premium products + margin upside. Not a concern Completely normal and expected. The report was incredibly impressive in my view. Added. $MVST https://t.co/pfFOtG9rKE Not a concern Completely normal and expected. The report was incredibly impressive in my view. Added. $MVST https://t.co/pfFOtG9rKE"  
[X Link](https://x.com/anyuser/status/1988664101028217197)  2025-11-12T17:44Z [---] followers, [----] engagements


"$MVST kind of surreal watching the August float math walk itself forward. Back then Bloomberg had U.S. inst ownership around 95M shares in my Converging Liquidity Compression piece (pinned below). Yesterday Fintel prints 92M from 13Fs and those are lagged. Thats before the global strategics and insiders. Public data is only now catching up to what the terminal was whispering: Microvasts float is getting suffocated in slow motion. Shorts are playing musical chairs with fewer chairs every quarter. Very curious what the Bloomberg line shows today. This thing is not built to unwind gently."  
[X Link](https://x.com/anyuser/status/1988999781616615876)  2025-11-13T15:57Z [---] followers, [---] engagements


"$MVST November 13th anniversary edition. Last year was the Night of a Billion Shares. This year the market still hands out coupons so I showed up with another 5000-share clanker at [----]. Felt rude to celebrate without adding to the tab. Not a victory lap just matching the mouth with the mouse click and proving the buy button still works over here. Short sellers can keep the jokes for now; well keep the inventory. $MVST November 13th. Tomorrow is a wonderful day. Cherish it. Celebrate. Happy anniversary to the Night of a Billion Shares. Price wandered the business didnt. We lived through the"  
[X Link](https://x.com/anyuser/status/1989040699686137946)  2025-11-13T18:40Z [---] followers, [----] engagements


"Yeah. It really is beyond understanding. Not of this world. Very few people on the planet have actually underwritten Microvast or lined it up against peers. If they did the work with any respect for the numbers eyes would open and a few brains might leak out of their ears. The price action is choreography. Targets keep getting hit while the lights stay off. That is fine. Mispricing is a coupon. Sometimes price and the crowd are what lag not the homework. When the tape makes you question reality it is usually the tape that needs fixing. Our job is to capitalize while the equity quietly fixes"  
[X Link](https://x.com/anyuser/status/1989090952745738625)  2025-11-13T22:00Z [---] followers, [----] engagements


"I feel that way too much. If a bank offered me a $1M line earmarked for $MVST down here Id sign before they finished the sentence. At this point the difference between buying at [--] [--] or [--] is just noise on the chart. If this ever trades anywhere near where the fundamentals point those entry ticks all blur together"  
[X Link](https://x.com/anyuser/status/1989094220775272819)  2025-11-13T22:13Z [---] followers, [---] engagements


"One of the most under-appreciated verticals and growth engines for $MVST. Connect the dots people. Microvasts reach and TAM are wide open which is a big reason it sits at the top of my book. Solar is the headline $MVST is the engine room. Solar only works at scale when you can store it. Solar needs batteries batteries need cells and packs. Whos already shipping that hardware and printing real cash in the space $MVST. Who has a vertically integrated tech stack able to build cells modules and packs in-house instead of relying on suppliers $MVST. Whose HQ sits in Texas right in the U.S."  
[X Link](https://x.com/anyuser/status/1989111950345638225)  2025-11-13T23:23Z [---] followers, [---] engagements


"🫡 Respect sir. Ive been doing the same selling names I still love just to feed the $MVST bid. If Im going to swing hard its in the one name where I know the numbers and upside cold. Glad to be rowing with a crew that actually does the homework. If this sounds reckless blame the math: just dropped a $MVST valuation + peer comp piece. The numbers are louder than I am: https://investingbpd.substack.com/p/microvast-mvst-valuation-on-mute https://investingbpd.substack.com/p/microvast-mvst-valuation-on-mute"  
[X Link](https://x.com/anyuser/status/1989455312168894942)  2025-11-14T22:08Z [---] followers, [---] engagements

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