[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.] #  @vinai_odds Vinai Oddiraju Vinai Oddiraju posts on X about $spwr, $run, $enph, china the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::975098586970148865/interactions)  - X Week XXXXX +27% - X Month XXXXX +47% - X Months XXXXXX -XX% - X Year XXXXXXX +449% ### Mentions: XX [#](/creator/twitter::975098586970148865/posts_active)  - X Month XX +89% - X Months XXX -XX% - X Year XXX +220% ### Followers: XXX [#](/creator/twitter::975098586970148865/followers)  - X Week XXX +1.40% - X Month XXX +6.40% - X Months XXX +32% - X Year XXX +44% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::975098586970148865/influencer_rank)  ### Social Influence [#](/creator/twitter::975098586970148865/influence) --- **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [automotive brands](/list/automotive-brands) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [$spwr](/topic/$spwr) #5, [$run](/topic/$run) #12, [$enph](/topic/$enph) #32, [china](/topic/china), [$tsla](/topic/$tsla), [$nxt](/topic/$nxt), [has been](/topic/has-been), [faster](/topic/faster), [2x](/topic/2x), [$775m](/topic/$775m) **Top assets mentioned** [Sunrun Inc (RUN)](/topic/$run) [Enphase Energy Inc (ENPH)](/topic/$enph) [Tesla, Inc. (TSLA)](/topic/$tsla) [Nxt (NXT)](/topic/$nxt) [Fluence Energy, Inc. Class A Common Stock (FLNC)](/topic/$flnc) ### Top Social Posts [#](/creator/twitter::975098586970148865/posts) --- Top posts by engagements in the last XX hours "3. How moving battery supply chains (LFP) out of China is going. IIRC $ENPH was hoping to have at least some manufacturing out of China by Q1 XX I believe $TSLA $SPWR and $NXT all report earlier so we'll hopefully get a lot of context beforehand (2/2)" [X Link](https://x.com/vinai_odds/status/1979589269103509999) [@vinai_odds](/creator/x/vinai_odds) 2025-10-18T16:43Z XXX followers, XXX engagements "For $RUN we have more data points: $RUN also saw an increase in CCC (from just under XX days to just under XX days). For $RUN though the change was driven by a drop in days payables outstanding or how long it takes for accounts payables to convert to expenses (13/20)" [X Link](https://x.com/vinai_odds/status/1980447374209404948) [@vinai_odds](/creator/x/vinai_odds) 2025-10-21T01:33Z XXX followers, XX engagements "Said differently even though $RUN converts cash faster in general in the past quarter providers for $RUN wanted cash faster and $SPWR had a harder time getting cash from customers. Neither situation is ideal but a few points dont make a trend (14/20)" [X Link](https://x.com/vinai_odds/status/1980447376038064219) [@vinai_odds](/creator/x/vinai_odds) 2025-10-21T01:33Z XXX followers, XX engagements "Residential solar installation is less than ideal from a cash conversion standpoint (Im happy to do a separate thread on this if people are curious) so the main thing to keep an eye on is the trend as opposed to the level (9/20)" [X Link](https://x.com/vinai_odds/status/1980447366588297610) [@vinai_odds](/creator/x/vinai_odds) 2025-10-21T01:33Z XXX followers, XX engagements "$SPWR has been operating in its current state for essentially X quarters and you need X quarters of data for each cash conversion cycle calculation so Ive only got X data points for $SPWR. I also crunched numbers for $RUN (10/20)" [X Link](https://x.com/vinai_odds/status/1980447368630923723) [@vinai_odds](/creator/x/vinai_odds) 2025-10-21T01:33Z XXX followers, XX engagements "This was mainly driven by an increase in days of sales outstanding which measures how quickly accounts receivables are converted to revenue. Given the tariff whiplash in Q2 Im not overly concerned but I would hope this would come down in Q3 (12/20)" [X Link](https://x.com/vinai_odds/status/1980447372368130128) [@vinai_odds](/creator/x/vinai_odds) 2025-10-21T01:33Z XXX followers, XX engagements "The good news is most investors wont be focusing on this metric. So why am I looking at it When a company is growing revenues and profits but the multiple is staying low its good to ask why. Im also not a fan of adjusted metrics which companies report (15/20)" [X Link](https://x.com/vinai_odds/status/1980447377841615058) [@vinai_odds](/creator/x/vinai_odds) 2025-10-21T01:33Z XXX followers, XX engagements "If the metrics are actually good no adjustments should be needed. All that said $RUN trades at about 2x forward sales while $SPWR trades at a little under 0.5x. Part of this is likely due to $RUN having a positive book value (16/20)" [X Link](https://x.com/vinai_odds/status/1980447379590639814) [@vinai_odds](/creator/x/vinai_odds) 2025-10-21T01:33Z XXX followers, XXX engagements "For the bull case Im going to assume that nameplate capacity is fully utilized. This is very unlikely but it gives a sense of whats possible. Using the same ASP and X GW capacity my bull case revenue estimate is $775M. This is 4x the high point of 2025 rev guidance (11/17)" [X Link](https://x.com/vinai_odds/status/1959342267472183759) [@vinai_odds](/creator/x/vinai_odds) 2025-08-23T19:49Z XXX followers, XX engagements "Haven't yapped much about it but other than a mini dip (which was quickly bought) after the origami acquisition $NXT has been an absolute trooper. Steadily on the climb. We love to see it" [X Link](https://x.com/vinai_odds/status/1976643051427901759) [@vinai_odds](/creator/x/vinai_odds) 2025-10-10T13:36Z XXX followers, XXX engagements "Kind of weird to see $ENPH $TSLA and $FLNC all show increasing strength over the day as news comes out about China sticking to its export controls on rare earths. Seems like the market is less and less concerned about LFP access. I'm hodling but I'm a little skeptical" [X Link](https://x.com/vinai_odds/status/1978160072761978956) [@vinai_odds](/creator/x/vinai_odds) 2025-10-14T18:04Z XXX followers, XXX engagements "I'm used to $ENPH reporting earlier in the season but I'm not complaining. We have some time but there are X things I'll be looking for updates on: X. How pre-orders for the IQ9 480V microinverters are looking X. If next gen battery is still on track for release next year (1/2)" [X Link](https://x.com/vinai_odds/status/1979589267732005230) [@vinai_odds](/creator/x/vinai_odds) 2025-10-18T16:43Z XXX followers, XXX engagements "Until the dilution is completed theres a soft ceiling on how high this one can go. Im setting my base fair value to $XXXX (400M 2026 rev 140M shares out P/Fwd sales of .75). This is also the conversion price for the September 2024 notes (19/20)" [X Link](https://x.com/vinai_odds/status/1980447384875458896) [@vinai_odds](/creator/x/vinai_odds) 2025-10-21T01:33Z XXX followers, XX engagements "As for tomorrow I will be looking to see how $SPWR is converting cash in addition to growing revenue and profits. We love to see growth but it has to materialize into cash flow. Hope this helped. GLTA and DYOR (20/20)" [X Link](https://x.com/vinai_odds/status/1980447387450810464) [@vinai_odds](/creator/x/vinai_odds) 2025-10-21T01:33Z XXX followers, XXX engagements
[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.]
@vinai_odds Vinai Oddiraju
Vinai Oddiraju posts on X about $spwr, $run, $enph, china 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 +27%
- X Month XXXXX +47%
- X Months XXXXXX -XX%
- X Year XXXXXXX +449%
Mentions: XX #
- X Month XX +89%
- X Months XXX -XX%
- X Year XXX +220%
Followers: XXX #
- X Week XXX +1.40%
- X Month XXX +6.40%
- X Months XXX +32%
- X Year XXX +44%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance stocks countries automotive brands cryptocurrencies
Social topic influence $spwr #5, $run #12, $enph #32, china, $tsla, $nxt, has been, faster, 2x, $775m
Top assets mentioned Sunrun Inc (RUN) Enphase Energy Inc (ENPH) Tesla, Inc. (TSLA) Nxt (NXT) Fluence Energy, Inc. Class A Common Stock (FLNC)
Top Social Posts #
Top posts by engagements in the last XX hours
"3. How moving battery supply chains (LFP) out of China is going. IIRC $ENPH was hoping to have at least some manufacturing out of China by Q1 XX I believe $TSLA $SPWR and $NXT all report earlier so we'll hopefully get a lot of context beforehand (2/2)"
X Link @vinai_odds 2025-10-18T16:43Z XXX followers, XXX engagements
"For $RUN we have more data points: $RUN also saw an increase in CCC (from just under XX days to just under XX days). For $RUN though the change was driven by a drop in days payables outstanding or how long it takes for accounts payables to convert to expenses (13/20)"
X Link @vinai_odds 2025-10-21T01:33Z XXX followers, XX engagements
"Said differently even though $RUN converts cash faster in general in the past quarter providers for $RUN wanted cash faster and $SPWR had a harder time getting cash from customers. Neither situation is ideal but a few points dont make a trend (14/20)"
X Link @vinai_odds 2025-10-21T01:33Z XXX followers, XX engagements
"Residential solar installation is less than ideal from a cash conversion standpoint (Im happy to do a separate thread on this if people are curious) so the main thing to keep an eye on is the trend as opposed to the level (9/20)"
X Link @vinai_odds 2025-10-21T01:33Z XXX followers, XX engagements
"$SPWR has been operating in its current state for essentially X quarters and you need X quarters of data for each cash conversion cycle calculation so Ive only got X data points for $SPWR. I also crunched numbers for $RUN (10/20)"
X Link @vinai_odds 2025-10-21T01:33Z XXX followers, XX engagements
"This was mainly driven by an increase in days of sales outstanding which measures how quickly accounts receivables are converted to revenue. Given the tariff whiplash in Q2 Im not overly concerned but I would hope this would come down in Q3 (12/20)"
X Link @vinai_odds 2025-10-21T01:33Z XXX followers, XX engagements
"The good news is most investors wont be focusing on this metric. So why am I looking at it When a company is growing revenues and profits but the multiple is staying low its good to ask why. Im also not a fan of adjusted metrics which companies report (15/20)"
X Link @vinai_odds 2025-10-21T01:33Z XXX followers, XX engagements
"If the metrics are actually good no adjustments should be needed. All that said $RUN trades at about 2x forward sales while $SPWR trades at a little under 0.5x. Part of this is likely due to $RUN having a positive book value (16/20)"
X Link @vinai_odds 2025-10-21T01:33Z XXX followers, XXX engagements
"For the bull case Im going to assume that nameplate capacity is fully utilized. This is very unlikely but it gives a sense of whats possible. Using the same ASP and X GW capacity my bull case revenue estimate is $775M. This is 4x the high point of 2025 rev guidance (11/17)"
X Link @vinai_odds 2025-08-23T19:49Z XXX followers, XX engagements
"Haven't yapped much about it but other than a mini dip (which was quickly bought) after the origami acquisition $NXT has been an absolute trooper. Steadily on the climb. We love to see it"
X Link @vinai_odds 2025-10-10T13:36Z XXX followers, XXX engagements
"Kind of weird to see $ENPH $TSLA and $FLNC all show increasing strength over the day as news comes out about China sticking to its export controls on rare earths. Seems like the market is less and less concerned about LFP access. I'm hodling but I'm a little skeptical"
X Link @vinai_odds 2025-10-14T18:04Z XXX followers, XXX engagements
"I'm used to $ENPH reporting earlier in the season but I'm not complaining. We have some time but there are X things I'll be looking for updates on: X. How pre-orders for the IQ9 480V microinverters are looking X. If next gen battery is still on track for release next year (1/2)"
X Link @vinai_odds 2025-10-18T16:43Z XXX followers, XXX engagements
"Until the dilution is completed theres a soft ceiling on how high this one can go. Im setting my base fair value to $XXXX (400M 2026 rev 140M shares out P/Fwd sales of .75). This is also the conversion price for the September 2024 notes (19/20)"
X Link @vinai_odds 2025-10-21T01:33Z XXX followers, XX engagements
"As for tomorrow I will be looking to see how $SPWR is converting cash in addition to growing revenue and profits. We love to see growth but it has to materialize into cash flow. Hope this helped. GLTA and DYOR (20/20)"
X Link @vinai_odds 2025-10-21T01:33Z XXX followers, XXX engagements