Rerating Ledger
@ReratingLedger
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Father of 2. Investor finding overlooked names. Fundamentals, visuals, real research: a hedge fund journal in public (not advice). $MVST $NBIS $RKLB $PLTR $HOOD
Atlanta, GA
Joined August 2025
NGDV (Next Gen Delivery Vehicle) production is coming. You’ll spot them instantly, the styling screams USPS committee. Battery supplier isn’t publicly confirmed yet. But the paper trail is starting to talk back. $MVST 🔗 USPS Oshkosh NGDV Postal Van (Ugly by Design):
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A lot of us have been side eyeing the Oshkosh McNeilus link to $MVST for a while 👻 Nothing like finding the answer in the section nobody reads. Credit to a Stocktwits sleuth who dug this out. Context: Oshkosh owns McNeilus (Volterra ZSL, all electric garbage truck built in TN,
🎃 $MVST Clarksville Files Pt II: Coolest Thing in TN? 👻 McNeilus Volterra ZSL just won “Coolest Thing Made in Tennessee.” Coincidence? Maybe. But that pack line traces to Microvast, and Clarksville freight’s still rolling. Ghosts? Alive and working. 👻 https://t.co/cqRlt9bOqX
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New write-up is live. I expanded the comps past the usual battery/storage small caps and added the grown-ups too (mega, mid, legacy buildout players). Same test: margins, overhead, cash, and what the market is paying. Link below. $MVST https://t.co/e7Zbl05XND
No argument the forward revenue setup for $EOSE is exciting. I like the company. Revenue matters. I just like seeing the full scorecard, and $MVST is a good example of why. Margins and SG&A show efficiency. EBITDA, operating cash flow, and free cash flow show if the ramp has
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$EOSE is long-duration storage across utilities, microgrids, and commercial/industrial sites. 2026 is projected to be the big ramp year. $MVST sticks out in the numbers. Profitability, cash flow, and spend discipline look different, and it’s still under-covered (about 10
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No argument the forward revenue setup for $EOSE is exciting. I like the company. Revenue matters. I just like seeing the full scorecard, and $MVST is a good example of why. Margins and SG&A show efficiency. EBITDA, operating cash flow, and free cash flow show if the ramp has
Revenue forecast for $EOSE 2026. This looks like just another energy storage company, but if you look closer, it's obvious that it isn't. This is THE battery manufacturer for the future. One of my absolute top picks for the next 5 years. There is no better Energy company to
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Yep. $MVST too. The grid needed reliable power and energy storage yesterday, and names like these are still overlooked. Bullish, yes.
$EOSE Not being listed is the most bullish thing I’ve seen on this app in long time.
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Well said. This lines up with what I wrote here: https://t.co/uVMBODyDQi Even with the policy back and forth, the market is still building what can get online fast. Fortune said the same: uncertainty is real, but solar + battery storage keep winning because demand is here and
The core of my argument is simply that energy scarcity is going to force premium pricing for the only option that can actually deploy right now Thank you for the additional perspective. Your note on GPU depreciation outpacing energy infrastructure—and the resulting impact on
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5 stocks I love heading into 2026. Same theme across the list: founder-built operators with real skin in the game, and the 13F trend has been institutions adding in size. • $MVST Real batteries, real factories, real demand. If electrification keeps getting stress-tested,
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Merry Christmas 🎄 God bless all of you. Thank you, genuinely, for the support, the reads, and following along. I don’t take it for granted. Wishing you at least one moment today that feels like a deep breath… and a reminder: you’re doing better than you think, and God
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Most people still don’t see it. That’s why I love being in this name. Not just EV. Fastest-growing company in history potential. Say it with your chest. Let’s not shortchange our pride and joy. $MVST
I think many are still underestimating this company’s potential and will later say, I missed it. Just a reminder: this will be one of the fastest-growing companies in EV history. $MVST $SPY $TSLA $NVDA $AMD
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You’re not wrong, my friend. Most are still looking for the track. $MVST is already taking laps. Anyone can build a building full of servers. Keeping it online when the grid has a little moment is the hard part. Even if the data center buildout slows later, the next leg is
AIデータセンター投資はいつかは頭打ちになる。 だけど、データセンターを維持するビジネスはずっと継続される。 データセンターは電力をいかに安定的に供給できるかが重要になり、次のテーマになるかと。ESSはデータセンターがある程度投資完了した段階で必ず注目されると思う。
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True. A lot of small caps trade like an algo/basket right now, not one stock at a time. In my view, $MVST is Exhibit A: the price moves first, then the story shifts to fit. Red days it’s suddenly broken. Green days it’s suddenly obvious. Hard not to feel the swings in small
$EOSE / $INV These moves are algo driven. Nothing has fundamentally changes in either the company's situations or in human investor confidence, except the price. What conversations would you be having if the stock were at $16 and $6. Price declines drive irrational fear.
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It tracks… there’s basically one outfit on U.S. soil that can actually build the batteries here. Cells to packs. Also, a few years ago, said outfit had a DOE loan… then it got axed over “China ties” optics. Now the Pentagon + AI giants need China’s batteries. Funny how the
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Hold up. Bonkers. My timeline woke up fearless. Six minutes, aka 360 seconds, is the part that’s too much? Careful, you’ll start making informed decisions. I’m with you that you can research forever and still be wrong. But six minutes? That’s just making sure you didn’t buy the
This is confusing. More time spent on research does not always guarantee better returns! Very often opposite is the true.
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@Mike__421 @ReratingLedger @drianxp @kamigamo_trade @mRFZrvjsidkrEs9 2026 will be a solid year $MVST https://t.co/QaYrPwSt85
Numerous upcoming catalysts for Microvast $MVST in 2026. A couple of these like sustained profitability, revenue boosts from additional capacity coming online, and a Clarksville, Tennessee plant restart could really send the stock flying. The business is consistently growing
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