Matthew

$NRGV Energy Vault acquired another project in Texas. investors.energyvault.com/news/press-rel…

$nrgv in the earnings call the CEO said they can get $1.5-2 million per MW with the Crusoe AI data center deal. Those numbers are consistent with what other data centers get with co-location deals. They can scale up to 25MW. Not too sure the timeline. Wait for more news.

$nrgv Energy Vault keeps increasing their backlog and executing their projects. If they continue doing this shareholders are going to be very happy in a few years.

@COMETcapital How long would it take them to start up production again?

$SOC 🚀🚀🚀🚀

@Gantosj If only the stock market was green today.

$VLTLF $LIB.v Wow, that is a very fast execution! LibertyStream Begins Installation and Integration of DLE Extraction and Refining Systems at Select Water Solutions’ Site; Initial Production Expected Early Q2 businesswire.com/news/home/2026…

@NatetureS Hopefully we find out more on their upcoming earnings. I think alot of people will be excited if they can get 10x-20x EBITDA from the cross tails site.

@KaiserMatty I actually had some TPL but sold right before it became obvious. Oh well. And yea the presser read to me as they were starting a small pilot project there 1st, and surely to expand IMO but curious how many acres they own at that local

@Case59533054Tim @Hamnakedshorts Earnings is on March 17th and hopefully they should be releasing some news about Crusoe sometime soon. Good news is around the corner.

@Hamnakedshorts Brutal to watch $NRGV today

$NRGV nothing but great news down 9% $JEF down 12% not much more % wise ON nothing but FRAUD and Lawsuits strange that spread should get very wide. $JEF going lower and $NRGV going up

@NatetureS I'm waiting for earnings too. I'm thinking Crusoe might set up modular data centers at Energy Vault's site because it's already energized. Texas is turning into a hot spot for data centers.

@KaiserMatty If you ask me, you are on the right track. So much nuance and details to sort through in order to speculate. I'm gonna let them do that and report back to us. Long 12600 shares. Anxiously awaiting earnings.

$HGRAF I think History is going to repeat itself next week when hydrograph makes another epic run up.

@NBAJazzChat1 Some of those companies that are mentioned in the video are using Hydrograph's graphene.

Interesting vid. It overviews the promises of 2004 graphene… but it is still based on extracting it from graphite dug out of the ground. It’s not scalable or consistent quality. HydroGraph is. The only Pure Graphene story IS $HGRAF. That’s the story that needs to be told.

$HGRAF $HG.CN 1.4 million views in a month. It looks like the graphene story is starting to pick up. youtu.be/9H1nwqjzVVc?si…

@BambroughKevin Ate you going to put in a 1000k ton graphene order for Hydrograph's pristine SP2 bonded fractal graphene?

For those that have watched “the thinking game” and “AlphaGo”. I want you to know. My partners and I at Turbostata Inc believe we just had our Move 37 moment. We have a novel graphene invention that is counter intuitive and revolutionary. It stems from on our deep understanding of fractal graphene aggregates. We’ve patented it and we believe it’s gonna blow peoples minds :) Fractal graphene aggregates are already the world’s most superior graphene in many applications. We think we just made it even better. Huge for $hg $hgraf and huge for TurboStrata.

The price movement in silver is starting to pick up again. The closing price of $94 leads me to belive that it will soon be making new highs again. It appears that momentum is picking up.

$cco $ccj Tim Gitzel is traveling to India with Mark Carney this week. I think it would be fair to speculate that a uranium deal is going to be signed or at least a framework of a deal next week. I don't think they would going if they haven't negotiated anything yet.

@elpistollero_ @moninvestor Energy vault is focusing on increasing their revenue and earning a reputation for executing their projects. I've been long since last August. It's going to be multiple bagger over the next couple years.

I think this perfectly illustrates what I was explaining earlier about the difference in business models, and why I tend to look more at names like $NRGV rather than the ones that are heavily hyped like $EOSE. It’s not just a question of technology, but more importantly of business structure. $EOSE is still largely dependent on a traditional industrial model: designing, manufacturing, and selling energy storage systems. That’s a very CAPEX-heavy, cyclical model, with strong dependence on industrial execution, production costs, and project deployment timelines. As a result, any delays, scaling issues, or slower backlog conversion can make the financials extremely volatile, which is exactly what we’re seeing with the latest earnings. In contrast, NRGV appears to be gradually moving toward a more hybrid model, closer to an “infrastructure-as-a-service” approach. They are not just selling physical systems, but increasingly focusing on monetizing the management, optimization, and long-term operation of energy assets. This kind of model can potentially create more recurring revenue, longer client relationships, and greater financial visibility over time, which the market typically rewards with more stable valuations. The development of tools like AssetVault fits directly into that strategy: shifting from being a hardware provider to becoming an integrated energy management platform. In emerging sectors like energy storage, you often see the same pattern: one small cap captures most of the hype, volume, and attention on social media, while others progress more quietly by structuring their model, executing contracts, and strengthening their industrial base. Hype can make the “star” look like the best-positioned player, but it can also make it more fragile if its model relies heavily on flawless industrial execution. Meanwhile, the less visible companies are often building stronger foundations, with more integrated offerings and sometimes better financial resilience. That’s why, personally, I’m more comfortable with companies that shine less but build better. It’s not about trends or popularity, but about the underlying business foundation. Over the long term, a company that can generate recurring revenue and integrate software, services, and infrastructure usually has a cleaner path to scaling than one that relies purely on selling heavy equipment. The market may take time to recognize that, especially when hype is concentrated elsewhere, but when execution and business structure start to diverge, the catch-up tends to happen naturally over time.

$EOSE -23.81% Pre-Market. 💀 Earnings not looking good. > EPS: -$0.84 | Est. -$0.18 > REV: $57.998M | Est. $93.69M Revenue miss by 38%.

$DPM.TO as long as gold prices hold this level, which they more than likely will, DPM is going to keep on creeping up. I can see it being $70-$80 by H2. Gold looks like it might break $5500 soon. DPM is worth looking at.

$ABRA.TO Abra silver is probably going to be $20-25 per share before the release of the definitive feasibility study next quarter.

@ColdBloodShill It should be making a new high once the bull market picks up again.

$LUNR continuing to look very good in the response to the correction.

@Archie_155 Theoretically graphene will help but products need to be developed and manufactured first that use graphene. This stock does have alot of potential but it's high risk.

@KaiserMatty Fair enough. I’m more optimistic simply because I see power constrained hyperscalers planning to invest roughly $600B in data center Capex this year. Would graphene help on this front? The research suggests a resounding yes. And this before military demand.

$HG $HGRAF Currently they are building only 2 extra reactors with a capacity of 10 tons per year each. 15k that is years away and only if real demands materializes. I don't think there is any rush to buy into the stock.

@wind4me Energy vault is good I've owned them since August. They just had a record quarter and keep on announcing new deals. The latest price drop because of the financing is a good opportunity to get in. Once the market picks up again it will be making new highs by the end of the year

Whose buying $NRGV or $PLUG ??? $EOSE ???? The $NRGV getting my eye and $EOSE $PLUG ?