@bayesian_lad · Long GWH

Here's my 4-tweet thesis on the $GWH long trade $GWH primarily makes iron flow batteries. They have some in production and have an air force contract along with a utility project agreement which Google is backing (salt river). Unfortunately, cash burn is very high (1/4)

Bayesian Lad@bayesian_lad

Made some trades today. None too big, but I'll cover them here. Will add thesis for one later 1. $ENPH August calls. No strong thesis, but the PRs have been positive. If the AI trade picks back up, this could catch a bid. The $RUN deal with $TSLA to power hyperscalers also could

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Since the call—

#171 of 189 rankedThe analyst's rank today

High · 0.99Confidence

Wed, Sep 30Tweeted

Thu, Oct 1 closeCounted from

not in the basket todayBasket

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