Simon

[0HOUR1 @__0HOUR1_]

Will Ferrell has Ozempic Aids

He now looks like a homosexual from San Diego.

[Mike @Mike__421]

$MVST

How many people are still holding Microvast?

Looks like we lost many good people here. Like this post, if you are still holding MVST Stock.

[Jon Favreau @jonfavs]

No one has ever demanded more gratitude but done less to deserve it than JD Vance

[Mike @Mike__421]

$MVST

Come on, squeeze time!

Clarksville is soon and Huzhou is loading 3.2.

Microvast ASSB best tech and safest batteries ever!

[Mike @Mike__421]

Data centres need uninterrupted power to support continuous operations. Would not be surprised if $MVST gets some orders from $SPCX or big data centre builders $IREN, $NBIS, $CIFR.

[Simon @beanars]

@wbaltv11 Yikes

[Jonathan Demme Dickrider @decoyrobot]

The Knicks winning every game except the one Trump was at is better lore than if they actually won every game

[Governor Kathy Hochul @GovKathyHochul]

Aged like milk.

[Hunter Biden @HunterBiden]

@aziz0nomics Meanwhile supporting a man who started a war no wanted to cover up what’s in the Epstein files is apparently cool with all of you. Self righteous hypocrites.

[Sen. Bernie Sanders @SenSanders]

Today, Elon Musk, a trillionaire, pays the same amount into Social Security as someone making $184,500.

If we end that absurdity and lift the cap on taxable income, we can make Social Security solvent for 75 years and expand benefits by $2,400. My Social Security bill does that.

[Hunter Biden @HunterBiden]

To everyone so eager to cancel someone for a tattoo they got at age 22, a drunk text, a selfie they took in the middle of a mental health crisis:

Show us your laptop.
Show us your iCloud.
Open your entire digital life to your worst enemy. No context. No filter. No explanation.

You won’t.

You won’t because you know what I know. Any one of us, frozen at our worst moment, photographed in our lowest hour, looks like a monster. Looks like a stranger. Looks like someone who deserves to be cast out.

That is not who we are.

My mom and baby sister were killed in a car accident when I was just a kid. Cancer took my brother Beau, my best friend and my rock. I battled alcoholism. I battled addiction. I chose the coward’s way out more times than I can count.

For years I believed the defining chapters of my life were written by tragedy, loss, and shame.

I no longer believe that.

Pain can shape us. Loss can humble us. Failures can leave scars that never fully fade. But none of them have the authority to define us.

And it sure as hell ain’t the critic that counts.

That authority belongs to us alone-the person in the arena.

Every setback presents a choice. Play the victim, or cut the bullshit and take ownership for who we become next.

Life does not determine our character. It reveals it.

Again and again we are asked the same question. When shit happens, what next?

We are not defined by what happened to us. We are not defined by the worst photo, the worst text, the worst tattoo, the worst night. We are defined by the person we choose to become. And by the courage to choose that person, every single day.

So before you reach for the gavel - show us your laptop.

You won’t.

The whole world saw mine. And I am still here. Still becoming. Still choosing. Still standing.

That is the only definition that matters.

[Rerating Ledger @ReratingLedger]

$MVST
JBM Group sells Microvast lithium under its own brand, ECOBOLT. The badge cuts both ways, so I’ll be straight.

The relationship is documented and deep. Microvast names JBM in the 2021 S-1. CEO Yang Wu called it JBM’s main lithium supplier in 2023, with a purchase agreement for 1,000 units and ~100 MWh delivered in Q3. JBM’s ECOBOLT line runs 21Ah and 53.5Ah cells, Microvast formats, and the 53.5Ah pack is the exact MV-C footprint and energy.

The ECOBOLT brand is JBM’s, and it assembles the packs itself. They slap their logo on Microvast product.
JBM took 49% of India’s e-bus registrations in May 2026, and Microvast’s Q1 2026 APAC revenue fell on a shift to lower cost products in India and Korea. JBM is now in Europe, launching the Ecolife e12 without naming the battery supplier. One outlet claims it runs a commodity LFP battery. CATL? Another multi-sourced platform.

Whether JBM’s growing volume stays on Microvast NMC chemistry is the open question.

[Rerating Ledger @ReratingLedger]

Microvast is back at IAA Transportation in Hannover with its own booth. Hall 21, Stand C45, Sept 15-20.

2024 in Munich, the year Microvast used its IAA stand to roll out the silicon HnSO cell (300 Wh/kg), an LTO cell good for 20,000 cycles, and the MV-I pack at 200 Wh/kg with the new BMS 5.0. It ran the show as a product launch. Back in the same hall.

The neighbor list is the fun part. Hall 21 is the cell-maker section — BYD, CALB, EVE Energy, REPT, Verkor. With CATL right next door in 19/20. No quiet corner. It booked in with the majors.

The customers are right there too. Dongfeng, SANY, ConMet, ZF, BAIC Foton, Trailer Dynamics, Weichai (parent to Lovol).
Cummins, Ballard Power among 900+ exhibitors.

Tatjana and Maryna from $MVST GmbH on the sales.

[Rerating Ledger @ReratingLedger]

Microvast is named on a Dongfeng hydrogen truck in Chinese trade press, on the same platform it told investors it supplies. The sourcing lines up three ways.

Who Dongfeng is. It’s one of China’s big state-backed automakers, and China is the only country running hydrogen trucks at real scale, near 40,000 fuel-cell vehicles sold by end 2025. Of the dozen-plus Chinese makers building hydrogen heavy trucks, most sit in the 100 to 200kW range. Only two, Dongfeng and Foton, are in the 400kW long-haul tier. Dongfeng builds its hydrogen trucks under the Chenglong brand, through its Liuzhou arm.

The truck here is the Chenglong H7 PRO Hydrogen. It debuted November 2024, led the hydrogen heavy-truck market with 1,800+ units in 2025, and last week moved onto Dongfeng’s new T1 platform with a 400kW fuel cell stack and a Microvast 86 kWh pack. Truck Home, China’s main commercial vehicle outlet, named the battery.

That matches what Microvast already disclosed. Its Q4 2024 deck names Dongfeng Liuzhou as a customer, with Microvast as preferred battery supplier for hydrogen fuel cell vehicles, using the HpCO-53.5Ah (NCM) cell and Gen 4 MV-B & C pack. The truck’s 86 kWh is two of those MV-C packs. The article, the slide, and the math agree.

And it’s not the only one. The Chenglong H5 hydrogen tractor runs a Microvast NCM battery too, behind a different fuel cell stack. Same battery on both trucks, whoever makes the cell. Management talked the talk in 2024. The trucks are walking it in 2026.

They split the truck by job: the battery-electric H7 runs CATL, the hydrogen version runs Microvast. Same split Microvast has at Iveco S-eway, SAFRA and a few others.

Worth sitting with who it’s next to. CATL is a ~$280B company. Microvast is ~$375M, roughly 750x smaller, and it keeps winning the seat beside it.

So the picture is a top-tier hydrogen truckmaker, in the thinnest part of the market, with Microvast on its flagship and a platform Dongfeng is scaling across 20+ models.

$MVST

[Rerating Ledger @ReratingLedger]

Busworld Türkiye opens in Istanbul June 17. Iveco Bus is exhibiting, one of Microvast’s top customers. Otokar is there too, as the show’s Diamond Sponsor.

Otokar is a major Turkish automotive and defense manufacturer. They are a primary supplier of land systems for the Turkish Armed Forces, NATO, and the United Nations.

Otokar has two Microvast angles.

The e-Kent is Otokar’s electric bus, on the market since its 2021 IAA launch and still adding variants. Microvast’s 2023 disclosures show a prototype order on it with the HpCO-53.5Ah NMC cell. Otokar offers the e-Kent in NMC, and its 12-metre capacities, 210, 280 and 350 kWh, sit near 3, 4 and 5 steps of a Microvast MV-I pack on that same cell, within about 2 percent.

Otokar also offers an LFP option, which wouldn’t be Microvast, so the NMC variant is the one that matters. Suggestive, not proof. The current supplier is undisclosed, dropped from the brochure after the 2021 Webasto launch.

The e-Kent also runs the same Voith drivetrain as our friends at Wrightbus and Iveco, both confirmed Microvast customers.

Second angle is Otokar’s Sakarya plant in Türkiye. Iveco builds its Streetway Elec there on FPT packs. Same FPT family as the Crossway, where Microvast is named as the cell supplier. So Microvast cells, FPT packs, Iveco bus, built at Otokar. An inference, but a tight one.

Not a confirmed win yet. Battery supply runs on long cycles, often two to three years from nomination to a public name, so a 2023 prototype and a quiet 2024-2026 is the normal shape. Curious to see what rolls onto the floor next week.

$MVST

[Rerating Ledger @ReratingLedger]

Some bus makers print Microvast on the spec. Iveco does it on the Crossway, Wrightbus on the Kite. SAFRA just joined them, and it’s one of the cleanest yet.

SAFRA (based in Albi, France) is one of the only French manufacturers of hydrogen-powered buses.

$MVST shows up by name on SAFRA’s H2-PACK brochure, the kit that converts Mercedes Intouro coaches to hydrogen: Microvast battery, NMC, 71 kWh. The customer printing the supplier on its own document. The two go back to a 2021 framework deal, disclosed in Microvast’s filings at the time.

And it held through trouble. SAFRA went bankrupt and got bought by a Chinese group, Wanrun. Rebranded to SAFRA New Mobility. I figured Microvast might get swapped out. The new owner kept it on the kit.

The HYCITY city bus lines up too. NMC, 130 kWh nominal, which is three Microvast MV-C packs almost exactly. The tech sheet lists 80 kWh usable, a normal nominal to usable gap on a fuel cell bus.

One caveat so nobody over-reads it. SAFRA’s battery-electric models run LFP from China. Commodity cells, no MVST supply there. Multi-sourced.

[Aaron Rupar @atrupar]

Trump, shown on camera during the national anthem, is booed loudly at MSG

[CALL TO ACTIVISM @CalltoActivism]

🚨HOLY SHIT: The boos just happened AGAIN and Trump stops clapping as they get even LOUDER by the end of the clip.

This is humiliating.

[Hunter Biden @HunterBiden]

Glorification? There was zero glory in my addiction. It was truly the most excruciatingly humiliating and degrading experience you could possibly imagine. I wanted to commit suicide almost daliy, but didn’t have the courage for even that. Instead I’d reach for the pipe or the bottle. The cowards way out. The guilt. The shame. The hurt. The absolute misery of it. Yet here I am. And I am not alone. There are millions upon millions of us. We don’t all agree on politics or people or who we root for on Sunday. But we all have the shared experience of walking through that fire and surviving. I chose to live. That’s not a joke.

[Hunter Biden @HunterBiden]

Things most Americans agree on:

Groceries cost too much.

Tariffs suck and make no sense.

Congress and Presidents shouldn’t trade stocks.

The debt is a mess.

The border should be secure, but legal immigration is good.

Endless wars are stupid, especially ones that nobody wants and have never been explained.

Americans are exhausted.

AI is like my new best friend that also might be trying to take my job, my ability to think for myself, and my humanity in the process. Yo like I love you, but WTF, but I still love you.

Diversity is actually awesome! The opposite is boring AF.

Canadians are super fucking cool.

Mexicans are chill.

Putin isn’t a good guy looking out for America’s best interest. Rocky IV and Miracle are great movies.

Good neighbors are a blessing.

Freedom of religion and coexistence without having to blow each other up is probably a good idea.

We all question, are we alone in the universe?

We all fuck up along the way.

Epstein didn’t hang himself.

The Trumps and Epstein were best friends for decades. It’s like Bert trying to tell us Ernie was just an acquaintance in the same social scene on Sesame Street back in the day.

The Cowboys suck. Go Birds!

Things we’re told to fight about:

Me.
Laptop.
Vaccines.
Transgenders in sports.
Pronouns.

That’s the joke.