[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 Fermion Fermion posts on X about $eose, china, $bntx, $flnc the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1434266587188666372/interactions)  - X Week XXXXX +75% - X Month XXXXX -XX% - X Months XXXXXX +5,556% - X Year XXXXXX +15,713% ### Mentions: XX [#](/creator/twitter::1434266587188666372/posts_active)  ### Followers: XXX [#](/creator/twitter::1434266587188666372/followers)  - X Week XXX +7% - X Month XXX +23% - X Months XXX +214% - X Year XXX +96% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1434266587188666372/influencer_rank)  ### Social Influence [#](/creator/twitter::1434266587188666372/influence) --- **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [technology brands](/list/technology-brands) [automotive brands](/list/automotive-brands) [cryptocurrencies](/list/cryptocurrencies) [travel destinations](/list/travel-destinations) **Social topic influence** [$eose](/topic/$eose), [china](/topic/china), [$bntx](/topic/$bntx), [$flnc](/topic/$flnc), [$mho](/topic/$mho), [chubu electric](/topic/chubu-electric), [$9502t](/topic/$9502t), [hardware](/topic/hardware), [nxt](/topic/nxt), [$itcbo](/topic/$itcbo) **Top assets mentioned** [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Fluence Energy, Inc. Class A Common Stock (FLNC)](/topic/$flnc) [M/I Homes, Inc. (MHO)](/topic/$mho) [Coupang, Inc. (CPNG)](/topic/$cpng) [Fimarkcoin (FMC)](/topic/$fmc) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Transocean LTD. (RIG)](/topic/$rig) [QuantumScape Corporation (QS)](/topic/$qs) ### Top Social Posts [#](/creator/twitter::1434266587188666372/posts) --- Top posts by engagements in the last XX hours "When I first bought ICLN the whole basket looked very attractive from a diversification and valuation standpoint. I was particularly interested in names like Nextracker (NXT) which I had previously in my portfolio and First Solar (FSLR)both are well-positioned in the solar hardware space. Beyond the U.S. I found the exposure to China Yangtze Power Chubu Electric Power Iberdrola and SSE plc especially appealing. These are large stable utilities with substantial renewable portfolios and they offer geographic and regulatory diversification I couldnt easily get through my broker. So for me ICLN"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1946656455844659325) 2025-07-19 19:40:40 UTC XXX followers, XX engagements "The up to XX% tax credit under the Inflation Reduction Act (IRA) is accurate when stacking the available incentives: ✅ XX% base ITC for standalone energy storage ➕ +10% for meeting domestic content requirements ➕ +10% for siting in energy communities ➕ +1020% for qualifying low-income projects Up to XX% total depending on project eligibility. So yes XX% is possible but XX% is already realistic today if you meet labor and domestic content requirements. From the U.S. EPA: The ITC now includes standalone storage technologies (e.g. batteries) with a minimum capacity of X kWh. The base credit is"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1945813809404215302) 2025-07-17 11:52:18 UTC XXX followers, XX engagements "All the core metrics still check out for $CPNG. Market share logistics moat WOW subscriber base margin & cash flow improvements healthy balance sheet and undemanding valuationall supportive. Tech indicators are showing strong buy. Not invested personally in the above companies but CPNG is still on my watchlist among them"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1945595166288744593) 2025-07-16 21:23:29 UTC XXX followers, XX engagements "And the inverter Also not Chinese. For U.S. projects Fluence sources from SMA (Germany) Power Electronics (Spain) and other IRA-compliant suppliers. They dropped Huawei and Sungrow years ago. Some internal components may be globally sourced but the system like the batteries meets domestic content rules"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1946247098716045482) 2025-07-18 16:34:02 UTC XXX followers, XX engagements "AESC is not blacklisted theyre not Chinese-owned but Japanese (formerly Nissan). Envision AESC has active IRA legal counsel and is working with the DOE to clarify status. Other IRA-eligible companies (e.g. Hanwha Qcells) went through similar delays and resumed with guidance. More importantly: Fluence is not betting its supply chain on any single supplier. AESC is just one leg of a multi-supplier modular stackable setup"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1945920822415065245) 2025-07-17 18:57:32 UTC XXX followers, XXX engagements "📊 Current positions based on entry allocation not mark-to-market prices. This pie reflects how I originally deployed capitalnot how the portfolio looks after price moves. Long: $FLNC $ADTN $HCC $RIG $ICLN $BNTX $FMC $MHO"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1946606018814705837) 2025-07-19 16:20:15 UTC XXX followers, XXX engagements "True a lot of upstream materials (like graphite cathodes etc.) still come from China or are refined there. But the cells themselves are assembled in Tennessee by Envision AESC which qualifies under USMCA/IRA rules. So its not a Chinese battery by industry or regulatory standards"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1946246631906803902) 2025-07-18 16:32:11 UTC XXX followers, XX engagements "Youre assuming Fluence builds its own chemistries it doesnt. Cell supply is handled by AESC (Envision) which already operates a major Li-ion gigafactory in Kentucky with plans to expand. Unlike $EOSE which is betting the house on zinc hybrid cathode tech Fluence is chemistry-agnostic and scales with proven tech primarily LFP (LiFePO4) today with 20+ GWh deployed globally. Now lets talk about $EOSE: 🧪 Zinc is: 🧨 Unproven at scale 🔋 Low energy density 🏭 Manufacturing-intensive (stacking sealing thick electrodes) 🚫 Not cost-effective without massive subsidies 💸 $EOSE has burned through"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1945919442954989615) 2025-07-17 18:52:03 UTC XXX followers, XXX engagements "Last week I attended a BioNTech $BNTX conference at my university and it left a mark. One trial in particular stood out: Autogene cevumeran a personalized mRNA vaccine targeting neoantigens in resected pancreatic cancer (PDAC). Presented by Balachandran et al. (AACR 2024 CT025) and published by Rojas et al. in Nature (2023) this study may be a glimpse into the future of immuno-oncology. 🧬 The concept: Each patient gets a bespoke mRNA vaccine tailored to the unique mutations in their tumor. 💥 The result: XX% of patients mounted neoantigen-specific de novo T-cell responses. 🤯 Those who"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1945605515490328690) 2025-07-16 22:04:37 UTC XXX followers, XXX engagements "I picked M/I Homes ( $MHO ) over Lennar and Toll for a few reasons that align better with my investment style and risk tolerance: X. Geographic Focus MHO builds in about XX states including Ohio Indiana Illinois Michigan Minnesota Florida Texas North Carolina and Tennessee. These are markets I personally find compelling: largely Red or swing states with strong in-migration job growth and relatively affordable housing especially compared to oversaturated or speculative coastal markets. Unlike LEN and TOL which are more national or luxury-focused I feel I have better local insight into MHOs"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1946694833545904344) 2025-07-19 22:13:10 UTC XXX followers, XX engagements "Ah yes the classic $15B pipeline flex just ignore that XX% of it is non-binding grant-contingent vaporware. Meanwhile $FLNC is doing the thing $EOSE only tweets about: 🔥 Deals just in the last XX days: Signed with Verbund (Austrias largest utility) Closed major grid-scale deal in Finland Expanding operations in Melbourne to meet APAC demand 🤝 Powering Metas datacenters via AES with Fluence storage Thats not pipeline thats signed scaling integrated. Now stack that on top of: 🔹 $4.2B firm backlog 🔹 20+ GWh deployed 🔹 Tier X clients (PG&E Dominion AES) 🔹 High-margin software biz (Fluence"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1945974933232005378) 2025-07-17 22:32:33 UTC XXX followers, XXX engagements "Youre half right scaling is hard and tariffs are painful. But thats exactly why Fluence stands out. ⚙ This isnt a plan on paper. Fluence already: 🏗 Runs X U.S. facilities 🔌 Has XX GWh deployed globally 💰 Books billions in utility-scale contracts 📈 Guides to GAAP profit by FY26 Compare that to others: $EOSE Still proving Gen X. $SLDP Still sampling. $QS Still promising. Yes localization takes time but Fluence is already executing while others are writing white papers and raising dilutive capital. And the tariffs They hurt everyone but only a few have: ✅ Domestic integration ✅ Software"  [@victor_privin](/creator/x/victor_privin) on [X](/post/tweet/1945922221962121357) 2025-07-17 19:03:05 UTC XXX followers, XX engagements
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@victor_privin Fermion
Fermion posts on X about $eose, china, $bntx, $flnc the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +75%
- X Month XXXXX -XX%
- X Months XXXXXX +5,556%
- X Year XXXXXX +15,713%
Mentions: XX #
Followers: XXX #
- X Week XXX +7%
- X Month XXX +23%
- X Months XXX +214%
- X Year XXX +96%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance stocks countries technology brands automotive brands cryptocurrencies travel destinations
Social topic influence $eose, china, $bntx, $flnc, $mho, chubu electric, $9502t, hardware, nxt, $itcbo
Top assets mentioned Eos Energy Enterprises, Inc. (EOSE) Fluence Energy, Inc. Class A Common Stock (FLNC) M/I Homes, Inc. (MHO) Coupang, Inc. (CPNG) Fimarkcoin (FMC) Warrior Met Coal, Inc. (HCC) Transocean LTD. (RIG) QuantumScape Corporation (QS)
Top Social Posts #
Top posts by engagements in the last XX hours
"When I first bought ICLN the whole basket looked very attractive from a diversification and valuation standpoint. I was particularly interested in names like Nextracker (NXT) which I had previously in my portfolio and First Solar (FSLR)both are well-positioned in the solar hardware space. Beyond the U.S. I found the exposure to China Yangtze Power Chubu Electric Power Iberdrola and SSE plc especially appealing. These are large stable utilities with substantial renewable portfolios and they offer geographic and regulatory diversification I couldnt easily get through my broker. So for me ICLN"
@victor_privin on X 2025-07-19 19:40:40 UTC XXX followers, XX engagements
"The up to XX% tax credit under the Inflation Reduction Act (IRA) is accurate when stacking the available incentives: ✅ XX% base ITC for standalone energy storage ➕ +10% for meeting domestic content requirements ➕ +10% for siting in energy communities ➕ +1020% for qualifying low-income projects Up to XX% total depending on project eligibility. So yes XX% is possible but XX% is already realistic today if you meet labor and domestic content requirements. From the U.S. EPA: The ITC now includes standalone storage technologies (e.g. batteries) with a minimum capacity of X kWh. The base credit is" @victor_privin on X 2025-07-17 11:52:18 UTC XXX followers, XX engagements
"All the core metrics still check out for $CPNG. Market share logistics moat WOW subscriber base margin & cash flow improvements healthy balance sheet and undemanding valuationall supportive. Tech indicators are showing strong buy. Not invested personally in the above companies but CPNG is still on my watchlist among them" @victor_privin on X 2025-07-16 21:23:29 UTC XXX followers, XX engagements
"And the inverter Also not Chinese. For U.S. projects Fluence sources from SMA (Germany) Power Electronics (Spain) and other IRA-compliant suppliers. They dropped Huawei and Sungrow years ago. Some internal components may be globally sourced but the system like the batteries meets domestic content rules" @victor_privin on X 2025-07-18 16:34:02 UTC XXX followers, XX engagements
"AESC is not blacklisted theyre not Chinese-owned but Japanese (formerly Nissan). Envision AESC has active IRA legal counsel and is working with the DOE to clarify status. Other IRA-eligible companies (e.g. Hanwha Qcells) went through similar delays and resumed with guidance. More importantly: Fluence is not betting its supply chain on any single supplier. AESC is just one leg of a multi-supplier modular stackable setup" @victor_privin on X 2025-07-17 18:57:32 UTC XXX followers, XXX engagements
"📊 Current positions based on entry allocation not mark-to-market prices. This pie reflects how I originally deployed capitalnot how the portfolio looks after price moves. Long: $FLNC $ADTN $HCC $RIG $ICLN $BNTX $FMC $MHO" @victor_privin on X 2025-07-19 16:20:15 UTC XXX followers, XXX engagements
"True a lot of upstream materials (like graphite cathodes etc.) still come from China or are refined there. But the cells themselves are assembled in Tennessee by Envision AESC which qualifies under USMCA/IRA rules. So its not a Chinese battery by industry or regulatory standards" @victor_privin on X 2025-07-18 16:32:11 UTC XXX followers, XX engagements
"Youre assuming Fluence builds its own chemistries it doesnt. Cell supply is handled by AESC (Envision) which already operates a major Li-ion gigafactory in Kentucky with plans to expand. Unlike $EOSE which is betting the house on zinc hybrid cathode tech Fluence is chemistry-agnostic and scales with proven tech primarily LFP (LiFePO4) today with 20+ GWh deployed globally. Now lets talk about $EOSE: 🧪 Zinc is: 🧨 Unproven at scale 🔋 Low energy density 🏭 Manufacturing-intensive (stacking sealing thick electrodes) 🚫 Not cost-effective without massive subsidies 💸 $EOSE has burned through" @victor_privin on X 2025-07-17 18:52:03 UTC XXX followers, XXX engagements
"Last week I attended a BioNTech $BNTX conference at my university and it left a mark. One trial in particular stood out: Autogene cevumeran a personalized mRNA vaccine targeting neoantigens in resected pancreatic cancer (PDAC). Presented by Balachandran et al. (AACR 2024 CT025) and published by Rojas et al. in Nature (2023) this study may be a glimpse into the future of immuno-oncology. 🧬 The concept: Each patient gets a bespoke mRNA vaccine tailored to the unique mutations in their tumor. 💥 The result: XX% of patients mounted neoantigen-specific de novo T-cell responses. 🤯 Those who" @victor_privin on X 2025-07-16 22:04:37 UTC XXX followers, XXX engagements
"I picked M/I Homes ( $MHO ) over Lennar and Toll for a few reasons that align better with my investment style and risk tolerance: X. Geographic Focus MHO builds in about XX states including Ohio Indiana Illinois Michigan Minnesota Florida Texas North Carolina and Tennessee. These are markets I personally find compelling: largely Red or swing states with strong in-migration job growth and relatively affordable housing especially compared to oversaturated or speculative coastal markets. Unlike LEN and TOL which are more national or luxury-focused I feel I have better local insight into MHOs" @victor_privin on X 2025-07-19 22:13:10 UTC XXX followers, XX engagements
"Ah yes the classic $15B pipeline flex just ignore that XX% of it is non-binding grant-contingent vaporware. Meanwhile $FLNC is doing the thing $EOSE only tweets about: 🔥 Deals just in the last XX days: Signed with Verbund (Austrias largest utility) Closed major grid-scale deal in Finland Expanding operations in Melbourne to meet APAC demand 🤝 Powering Metas datacenters via AES with Fluence storage Thats not pipeline thats signed scaling integrated. Now stack that on top of: 🔹 $4.2B firm backlog 🔹 20+ GWh deployed 🔹 Tier X clients (PG&E Dominion AES) 🔹 High-margin software biz (Fluence" @victor_privin on X 2025-07-17 22:32:33 UTC XXX followers, XXX engagements
"Youre half right scaling is hard and tariffs are painful. But thats exactly why Fluence stands out. ⚙ This isnt a plan on paper. Fluence already: 🏗 Runs X U.S. facilities 🔌 Has XX GWh deployed globally 💰 Books billions in utility-scale contracts 📈 Guides to GAAP profit by FY26 Compare that to others: $EOSE Still proving Gen X. $SLDP Still sampling. $QS Still promising. Yes localization takes time but Fluence is already executing while others are writing white papers and raising dilutive capital. And the tariffs They hurt everyone but only a few have: ✅ Domestic integration ✅ Software" @victor_privin on X 2025-07-17 19:03:05 UTC XXX followers, XX engagements