Explore tweets tagged as #ReRating
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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2026 Drone / eVTOL – Top 10 2× Candidates for 2026 $ONDS – real revenue, defense + industrial drones, NATO tailwinds $PDYN – AI drone software, software rerating potential $RCAT – US military drone supplier, contract-driven spikes
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🚀 PSX 2026: High-Conviction Top Picks OGDC ⛽ TP Rs330 | +23% PSO 🔥 TP Rs606 | +32% DGKC 🏗️ TP Rs310 | +26% MLCF 🧱 TP Rs167 | +35% HBL 🏦 TP Rs422 | +30% NBP 🏦 TP Rs295 | +23% FABL 💳 TP Rs124 | +38% ILP 🧦 TP Rs102 | +33% 📌 Earnings + rerating = upside Source: Sherman
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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. $MVST 🔗 USPS Oshkosh NGDV Postal Van (Ugly by Design):
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$EOSE is long-duration storage across utilities, microgrids, and commercial/industrial sites. 2026 is projected to be the big ramp year. $MVST sticks out in the numbers. Profitability, cash flow, and spend discipline look different, and it’s still under-covered (about 10
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$twr.v $twrff daily broke pennant, we have a breakout, assays coming in Jan, will tell us if we have a mine, huge rerating coming, this is under the radar. Gold $ae.v $big.v $ahr.v $tau.v $sgd.to rds.v $got.v. Lots of excitement!!!!
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$ORBS is carving out a unique niche as a Layer 3 infrastructure enabler, bridging enterprise needs with Web3 utility. Its growing ecosystem integrations and recent technical momentum suggest increasing market recognition and a path toward valuation rerating.
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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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🚨 TOM LEE: JPMORGAN & GOLDMAN COULD BE THE NEXT “MAG 7” AI and blockchain are changing banking: 🔹 Lower employee intensity 🔹 Expanding margins 🔹 Valuations rerating Tom Lee says large banks could start trading like tech stocks very soon. If banks become more software
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What's going on with Infobean technologies? Looks like massive rerating in progress.. Entire IT sector is struggling, and this company his hitting new highs with record volumes.
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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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@ph_moklaf Strong growth metrics, tight float, and a reasonable P/E make this one stand out. Revenue and net income acceleration support the thesis, and valuation still looks discounted vs fundamentals. If Q4 confirms the trend, a rerating toward 150 SAR isn’t a stretch.
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Unpopular opinion: $IIPR > $MSOS for the cannabis rescheduling trade. Here is why: 280E going away massively improves tenant balance sheets. Better tenants = safer rent checks. You get paid a 13% dividend while you wait for the rerating. This is a disconnect. 40% upside to a
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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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Modern Insulator Transmission Components manufacturer Currently Trading at 19 PE PE rerating candidate
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1/ $TE thesis (venture-style public equity). Not investment advice. I underwrite a gated rerating: (a) prove G1 ramp economics, (b) prove 45X eligibility + cash monetization, (c) finance G2 without heavy dilution, (d) convert plans into bankable offtakes + funded capex.
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We have heard about PE rerating in bull markets, but PE derating is a lesser talked about. PE Derates usually due to: 1. Broader downtrend 2. Growth slowdown 3. Theme takes a break 4. Over valuation 5. Concerns about future growth 6. The numbers are not expected to repeat We
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Silver47 $AGA.v THE MOST UNDERVALUED Silver mining stock 🤯 but not for long… 🇺🇸 Tier 1 US assets - Nevada | N.Mexico | Alaska 🪙 1 BILLION ounce goal! 💎 Diamond hands - Sprott owns 10% - Only 63% shares for retail RERATING IS INEVITABLE x6-10 🚀 #silversqueeze
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