Daniel Ⓩ🔋

Grid-scale battery storage is how you make solar and wind investments work when its cloudy and calm. The smartest people in engineering know this and are working angles to build business around batteries. Like $TSLA, $EOSE is an american company at the forefront of this tech.

@PressSec Putting power right where it's needed - at the heart of American industry. Bravo!

Trump administration announces $17B power plant to produce more electricity in southwestern Pa. post-gazette.com/news/politics-…

@astocks92 @4HeatherHill check out Haliburton

@trentkelp @astocks92 Friendly government to the US, and weirdly Tether owns most of the company

@danielrucci @astocks92 is this a bio fuel company?

@trentkelp @astocks92 Yes. Sugar, ethanol is more than 50% of their business but importantly they make urea from natural gas now with their acquisition of Profertil

@LucasSacerdote_ @LANACION Congratulations on the coverage, Lucas! Bien hecho!

$AGRO @LANACION , one of the biggest newspapers in Argentina, just published an article mentioning Adecoagro’s jump and our report on the company. Incredibly humbling, thank you!! In the 4th picture are my comments on Argentine capital under exposure to $AGRO (could not fit everything into a single screenshot). Im aware of multiple millions of Argentine capital that have started to rotate into $AGRO. (Valora investment group is my fund) lanacion.com.ar/economia/campo…

@dmottco I was wondering if it was NYSERDA because Brooklyn isn't exactly a place with a lot of space to play with...

$eose Here is another question. Who the fuck is the customer that essentially helped them design indensity? it’s not a utility, its gotta be a tech company

@dmottco @bradsferguson @thaisoul23 Super helpful info. Recalculating! 😆

@danielrucci @bradsferguson @thaisoul23 Tanker was emptied overnight. The cube observation I made was during the day around noon The assembly plant was open overnight but I only saw 2-3 people parked there. The factory building parking lot was full at 1/2am

$eose Eos Parking lot was full from 1am -3pm (went by 3 x) couldnt really see the automated line working but did see batteries loading into trucks and robot arms moving -heard rhythmic banging Saw Cubes being loaded onto trailers at the assembly facility with another 20 or so being assembled inside and I did catch a tanker of Zinc at 1am which was gone when I came back at 8am- The stock is cheap For the record I never got out of my car or trespassed the property

@steipete Does it work with openrouter?

It supports every token dealer under the sun now... *insert name joke here* codexbar.app

@bradsferguson @thaisoul23 @dmottco I'm just guessing here, but given the tanker loads and cube moves are happening during third shift, I'd guess they have at least 2 shifts fully engaged in production. There's little information to go on but it is a data point.

@danielrucci @thaisoul23 @dmottco How’s the run rate shaping up and is it a 24/7 operation?

Other Tether investments may also be worth investigating: - RUM (NASDAQ: Rumble) — ~30.5% stake (alt-video + media infrastructure) - BTDR (NASDAQ: Bitdeer Technologies) — ~20.1% stake (Bitcoin mining/AI cloud) - GROY (NYSE American: Gold Royalty Corp.) — ~13% stake (gold royalties) MTA (NYSE American: Metalla Royalty & Streaming) — ~10% stake (gold royalties) - GOLD (NYSE: Gold.com Inc.) — ~11.5% stake (precious metals marketplace) - VMET (TSX Venture / OTC: Versamet Royalties) — ~12.7% stake (gold royalties; formerly VRMTF) - AURE (NASDAQ: Aurelion Inc.) — ~21.5% stake (tokenized gold/AI treasury play) - ELE (TSX Venture / NASDAQ: Elemental Royalty, formerly Elemental Altus) — significant ~30%+ stake (gold royalties) - XXI (NYSE: Twenty One Capital) — majority-owned (Bitcoin treasury company via SPAC merger)

$AGRO has run-up quite a bit since their earnings call. Still, $22 is my CONSERVATIVE price target. Which implies heavily discounted multiples for Argentina risk. 75% of Adecoagro is owned by @tether Float is probably less than ~20%. These repricings are usually violent. And still has lots of room to go imo. Super happy and grateful for all the feedback on the company. x.com/LucasSacerdote…

@thaisoul23 @dmottco @bradsferguson gathered data from outside Tesla factories to gain an advantage. But I guess when we do it we're desperate? Gotcha.

@danielrucci @dmottco Coming from the same group that used "felt deliveries" to predict a monster Q4! LOL.

@x_times_1 dipped my toe with some calls.

$inv Accelsius has booked nearly $50 million this year of new business which implies a run rate of $200-$300 million of bookings during this year. I’m expecting a revenue this year to run about $75 million and next year to be on a $200-$300 million run rate. I expect that Innventure will sell Accelsius in 2027 based on forward revenue and earnings in the range of $3 to $5 billion. Add a 20% discount to NAV, this implies $13-$22/sh. Add a reasonable discount to cash flow, the stock should be trading in a 6 to 8 dollar range today and $10 by the end of the year in my opinion. At $3.87 it’s extremely cheap today Nfa dyor

@dmottco there's also something telling about the fact that a lot of this activity happened during 3rd shift. kind of love it.

$eose here is my spy cam of the tanker taken from above lol

I think it’s about time

@thaisoul23 @dmottco since when is due diligence = desperation?

@dmottco The desperation of actually going to watch the facility is pretty funny...

@dmottco 👀

@TopherGotWifi Great choice, Topher. Been trading in and out of $UAMY since early Q4 thanks to @Bigkev451 Charty remains very interesting.

🚨 $UAMY is the ticker Topher spoke of last night. You’ve probably never heard of it. It’s not a FinX darling. It doesn’t have a cult following. It’s simply a vertically integrated company with a defacto monopoly, grinding away, growing like crazy, with tons of room to run, all the elements of a multi bagger, a beautiful chart, and Topher and his associate @wiethodler have done a little dive into this company. We like what we see. A post such as this is very unlike the Topher, but this was enjoyable to piece all together and it’s nice to continue to give back to some of you retards who have given Topher nothing. When people say “Topher what are you buying next?” This is it. As of March 17th, initiating a healthy position here and will be in this for quite some time. Following slides will show some research (NFA) based off of the companies q3 2025 call from Nov 2025. Full year earnings this Thursday 3/19 after market hours. Topher has included some noteworthy slides, but this thread is worth a read and this stock is worth a look. It’s a speculative play in its toddler years. It’s a spec play that makes money, and has zero competition on the horizon for the next 3-5 years minimum. A potential multi bagger hidden in plain sight. Critical minerals, defense contracts, healthy financials, a growth stock in the making, USA based, fat margins, and competition exists in two places on the PLANET. China and Russia… and Chinese supplies are limited. All the makings of a beautiful stock story and a whole lotta money to be made. Give this thread a look, give this stock a look, place your bets, and good luck to us. Do yourself a favor: don’t bet against Topher. 🧵

@LucasSacerdote_ GGAL feels like something Stan would have invested in when Milei won. :)

@danielrucci It's probably the best proxy for Argentina as a whole. And I like the country, so I like the stock. Still, banking, especially in this country, is seriously hard to understand. Hard for me to quantify my downside. Hence, my preference for $AGRO.