LewisP retweetledi
LewisP
1.2K posts

LewisP retweetledi
LewisP retweetledi
LewisP retweetledi

as long as you keep showing up, your life will eventually have no choice but to change. not immediately. but quietly. in ways you don’t notice until one day you look back and realize the things that once felt impossible have become normal to you. the discipline got stronger. the mindset got sharper. the person you were trying so hard to become quietly started becoming you.
most of life changes slowly in silence before it changes loudly all at once. every late night. every failed attempt. every boring routine. every moment you wanted to quit but didn’t. it’s all building something you can’t fully see yet.
that’s why you can’t stop now.
"life rewards the people who stay consistent long enough for the results to finally catch up."
Men of Purpose@Men_Of_Purpose
He literally explained why you must keep going.
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LewisP retweetledi
LewisP retweetledi

Get OUT of your room.
Go to a coffee shop. Rent somewhere for the weekend. Sit in a park. Walk through a part of the city you've never been to. Go anywhere that isn't the same four walls you've been staring at for months.
Same room = same thoughts.
The number of ideas that hit when you change location will make you wonder why you stayed stuck in one place for so long.
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LewisP retweetledi
LewisP retweetledi
LewisP retweetledi

This is so easy.
We’re all going to retire rich.
Stocks will never go down again.
The Kobeissi Letter@KobeissiLetter
BREAKING: The S&P 500 closes at its highest level on record, now up +19% since the March 30th bottom. That's +$11 TRILLION in market cap in under 7 weeks.
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LewisP retweetledi
LewisP retweetledi

Fair question, but I think the framing matters.
At ~$1, buying $SES is not about pretending the company is fully proven. It clearly isn’t. The case is that the market may have over-discounted the transition.
The old EV/OEM thesis has changed, yes. But that does not automatically mean the new thesis is weaker. It means the company has moved from a single-lane EV battery story into a broader commercial platform:
🔋 ESS
🚁 drones / UAM
🧪 advanced materials
🤖 Molecular Universe / AI battery software
Q1 showed actual progress:
Revenue: $6.7M
QoQ growth: +47%
FY26 guide: $30M–$35M reaffirmed
Liquidity: approx. $178M
Gross margin: improved vs Q4
ATG EPower agreement: approx. $20M over 3 years
ESS expected to be the primary 2026 revenue driver
Drone cell line converted, targeting 1M+ cells/year
Molecular Universe now has customer progression + a major battery manufacturer commitment
On the CFO point: yes, a CFO transition is a risk factor. But SES did not leave the seat empty. They appointed Yi “Ray” Liu, CFA/CPA, with 20+ years of finance, risk, SEC reporting and control experience. That is not the same as “no finance leadership.”
On the legal point: also a risk, agreed. But a class-action headline is not proof of fraud or proof that the business is broken. It is a legal overhang to monitor, not a fundamental conclusion by itself.
So why buy more?🧐
Because at these levels, the market is pricing SES like a failed old EV promise, while the company is now showing evidence of a new revenue architecture.
The real debate is not “is SES fully de-risked?”
It isn’t.
The real debate is:
Has the market over-punished the stock relative to the assets, liquidity, technical setup, ESS traction, drone optionality and AI/materials platform?
That’s where I think the opportunity may sit.
Speculative? Yes, in the sense that execution still matters.
But “highly speculative” without acknowledging the current valuation, liquidity, guidance, ESS traction and pivot evidence feels too one-sided to me.
At ~$1, I’m not buying perfection.
I’m buying a transition that the market may be mispricing. 🧐
Not financial advice. Just my reasoning. @ses_ai #swazcharts #NYSE #Tradingview #SES #TriFusionAI #AI

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@Lewisadinho @Fu_Banga That wasn't my point. You dont seem informed on the company's fundamentals, considering you said you own a lot of the stock. You appear to be making an ill-informed argument against investing at these current levels. 🧐 $SES
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@Lewisadinho @Fu_Banga I thought you said you hold quite a bit of stock in $SES? You dont seem very informed TBH. No offence. 🧐
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LewisP retweetledi

The big secret nobody tells you is that everything is actually easy. you just have to do it. That's it. That's the whole secret. Most people spend years psyching themselves out over something that takes five seconds of just doing it. Stop overthinking. Stop preparing to prepare. Just do the thing. It's easier than you think.
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