
Adam Rochd
3.3K posts











It's pretty clear the next leg of this AI trade to run is going to be energy storage. The FuelCell and QS flow has been off the charts lately and the EOSE announcement from this morning should kick energy storage off as the next hot theme! 🔋⚡️ Here's a list of potential beneficiaries! Fuel Cell / Hydrogen-Focused $FCEL — FuelCell Energy (fuel cells/hydrogen) $PLUG — Plug Power (hydrogen fuel cells) $BE — Bloom Energy (solid oxide fuel cells for stationary power/storage) $BLDP — Ballard Power Systems (PEM fuel cell technology for heavy-duty and stationary applications) Alternative / Long-Duration Battery Storage $EOSE — Eos Energy (zinc-based long-duration batteries) $FLNC — Fluence Energy (grid-scale battery energy storage systems/BESS) $NRGV — Energy Vault (gravity-based + hybrid battery storage for grid-scale/long-duration) $GWH — ESS Tech (iron flow batteries for safe, long-duration grid storage) $ENS — EnerSys (industrial battery storage and power solutions) $GNRC — Generac Holdings (residential/commercial battery backup and energy storage systems) $TE — T1 Energy (battery energy storage systems) Advanced / Next-Gen Battery Tech $QS — QuantumScape (solid-state battery development) $SLDP — Solid Power (solid-state battery development, direct peer to QuantumScape) $AMPX — Amprius Technologies (high-energy-density silicon anode batteries for storage/EV applications) Other Closely Related Energy Storage Plays $STEM — Stem, Inc. (AI-driven energy storage optimization, integration, and virtual power plants) $FLUX — Flux Power Holdings (lithium-ion battery systems for industrial/energy storage applications) $ENPH — Enphase (solar inverters)





I’ve just been banned from travelling to the UK by the @Keir_Starmer socialist Government. I won’t be able to speak at the ‘#UniteTheWest’-march @TRobinsonNewEra is organizing because “my presence in the UK is not considered to be conducive to the public good”. Freedom of speech is dead in the UK! There is only one possible answer to the state repression of the Left: #Resistance! Take to the streets in #London on Saturday and show your anger peacefully! Send #Starmer home, send the illegal immigrants and criminals home, take your country back and Make England and Europe Great Again! #MakeEuropeGreatAgain vlaamsbelang.org/nieuws/britse-…



Plumes of thick smoke were seen rising from southern Lebanon, following a series of Israeli airstrikes.



Fauci may not be indicted, but at least we can enjoy watching him being exposed as a dangerous fraud, thanks to @0rf’s latest masterwork.



This video of Fauci dismissing the lab leak is made so much worse by the fact that he was instrumental in organizing a completely discredited paper in order to take focus away from the lab leak and protect himself and his profession







