Lucas Sacerdote🔋(@LucasSacerdote_):Finally done with my weekly buys. Can we please bottom now? $CSIQ $LIB.V $LODE $EOSE $ERTH.CN $AGRO (Not going to disclose $ amounts, but sizing was done in the order above) Time for the renewables theme to get back its mojo. Seems like there are literally no buyers in this market. Perfect time to pull the trigger imo.

2026.10.08 17:01

Finally done with my weekly buys. Can we please bottom now? $CSIQ $LIB.V $LODE $EOSE $ERTH.CN $AGRO (Not going to disclose $ amounts, but sizing was done in the order above) Time for the renewables theme to get back its mojo. Seems like there are literally no buyers in this market. Perfect time to pull the trigger imo.

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Chamath Palihapitiya@chamath

2026.10.08 14:34

Solar and batteries are not only becoming the biggest energy sources, they are also becoming hugely lucrative markets. We will see a consolidation in solar and batteries that will be similar to how Nat Gas consolidated in the late 2010s. Many new big energy companies will be birthed over the next several years.

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