Quantum Multiverse

multiverse of #quantumcomputing

[Quantum Multiverse @iQuantumverse]

https://t.co/Q0QOwe4TLp

[Lithium Argentina @Lithium_ARG]

Lithium Argentina reports second quarter 2026 results this morning, highlighting consistent operational execution, competitive costs and substantial cash generation at Cauchari-Olaroz.

Read more here: https://t.co/3xMboZA6aS
#LAR #Lithium #Argentina

[Lithium Americas @LithiumAmericas]

Lithium Americas announced it has entered into a securities purchase agreement with YA II PN, Ltd., an affiliate of Yorkville Advisors Global, LP, for up to $175 million in aggregate principal amount of subordinated convertible debentures. Proceeds will further strengthen the Company's liquidity position as it continues its development of @ThackerPass, designed to produce 40,000 tonnes per year of battery-grade lithium carbonate in northern Nevada.

Jonathan Evans, President and CEO of Lithium Americas, said, “Thacker Pass is progressing well toward our late 2027 mechanical completion target, with over 1,600 personnel on site and long-lead equipment and materials arriving daily. The Debentures announced today will provide the Company with additional financial flexibility as we advance through peak construction while navigating global macroeconomic and geopolitical pressures. We believe Thacker Pass is uniquely positioned to deliver a reliable, U.S.-sourced supply of lithium at a time when domestic supply chain security is more critical than ever, and this financing underscores our commitment to supporting American energy independence.”

Read the news release here https://t.co/sILSsulGcR

$LAC #lithium #Nevada

[Lithium Americas @LithiumAmericas]

We’re excited to share our Summer 2026 Community Newsletter that includes:
- Construction progress at @ThackerPass
- Achieving a safety milestone of 3 million work hours with no lost time incidents
- Mental Health First Aid training during Mental Health Awareness Month
- The publication of our 2025 ESG-S Report
- Delivering a $5 million investment to the Fort McDermitt Paiute and Shoshone Tribe's Building Fund, in accordance with our Community Benefits Agreement
- Job opportunities at Thacker Pass with LAC, Bechtel Corporation, Sawtooth Mining and Target Hospitality

Read the newsletter here
https://t.co/JwQGbeJDxs

$LAC #lithium #Nevada

[Lithium Americas @LithiumAmericas]

Our Indigenous engagement is led by our Director Community Relations, Maria Anderson, who works closely with the Fort McDermitt Paiute and Shoshone Tribe to better understand their interests and advance shared priorities. This includes providing training programs that reflect the needs and interests of the Tribe, such as Process Plant Fundamentals Training, Heavy Equipment Operator Training and Cultural Monitor Training.

Learn more about our Indigenous engagement in our 2025 ESG-S Report https://t.co/7bS9cjQKaw

$LAC #lithium #Nevada

[Thacker Pass @ThackerPass]

One of three high voltage circuit breakers has been installed, marking an important milestone as the project advances into major electrical construction. These breakers, along with advanced relays and automation, provide reliable system protection and isolation from overload and short circuit faults.

$LAC #lithium #Nevada

[U.S. Department of Energy @ENERGY]

https://t.co/YY3bdw18bU

[Thacker Pass @ThackerPass]

Major construction at Thacker Pass continues as we target mechanical completion in late-2027. We have over 1,600 workers on-site, approaching the peak of nearly 2,000 workers expected later this year. Recent construction activity includes:

- Raising and anchoring of the 198-foot Duplex Plant Stack for the Sulfuric Acid Plant
- Installation of the first crystallizer in the Magnesium Sulfate building
- Steel raising for the outer structure of the Lithium Carbonate building
- Arrival of components of the Sulfuric Acid Plant's stainless steel converter

Watch our latest April - July 2026 timelapse video to see the vertical progress!

$LAC #lithium #Nevada #ThackerPass

[Quantum Multiverse @iQuantumverse]

@MadridSports_ Va con chanclas y calcetines porque es y sera millonario toda la vida y se rie de todos vosotros que vais a un trabajo de 8 a 17h todos los dias con camisa y mocasines por 2K

[Quantum Multiverse @iQuantumverse]

@Mike__421 Be careful my friend, tata motors has acquired iveco group (fpt included). New owners could change the supplier (now is $MVST) of cells for fpt

[Quantum Multiverse @iQuantumverse]

@OnzeTv3 https://t.co/pZsCNuaIeI

[Quantum Multiverse @iQuantumverse]

@victorlozano73 Acabo de ver la nueva de Torrente? O que cojones acabo de ver desde las 18:19?

[Quantum Multiverse @iQuantumverse]

@realmadrid Poneros de acuerdo unos cuantos millonarios con un candidato, primero para ganar y echar a Florentino, segundo cambiar estatutos que sea mas senzillo presentarse a las elecciones, tercero convocar unas elecciones justas

[Quantum Multiverse @iQuantumverse]

@OnzeTv3 https://t.co/pZsCNuaIeI

[Quantum Multiverse @iQuantumverse]

@FCBarcelona_cat https://t.co/pZsCNuaIeI

[Quantum Multiverse @iQuantumverse]

@28aOriol https://t.co/pZsCNuaIeI

[Luna Trading @Luna_Hot_Trades]

🚨 $MVST might have one of the MOST misunderstood earnings setups in the battery sector right now.

Because while Wall Street still treats this like a speculative EV battery stock…

the company is quietly building exposure to:
⚡ commercial EVs
⚡ grid storage
⚡ AI infrastructure power demand
⚡ autonomous mining fleets
⚡ U.S. battery manufacturing

…and the numbers heading into earnings are getting VERY interesting 👀

Here’s why bulls think the setup is loaded:

1️⃣ THE IVECO MATH LOOKS EXPLOSIVE
Q1 indicators point toward a MASSIVE YoY ramp:

🚌 Iveco reportedly delivered 3,100+ battery packs
📈 eBus deliveries surged ~76% YoY
🏆 Iveco Bus became the #1 EV bus player in Europe (~14.8% share)

That matters because:
more buses shipped = more Microvast battery volume.

Some analysts estimate this could imply:
⚡ ~185 MWh shipped (+~85% YoY)
⚡ potentially ~$75M–105M EMEA revenue contribution

If accurate…

that would represent one of the strongest quarters in company history.

2️⃣ THE CLARKSVILLE STORY IS STARTING TO LOOK REAL
This is important because execution risk was the BIG bear argument for years.

Now:
✅ U.S. pack lines appear operational
✅ cells reportedly arriving consistently
✅ production infrastructure moving toward commercialization

That dramatically changes the perception of “execution credibility.”

Especially after years of skepticism.

3️⃣ THE CHINA MINING BUSINESS IS UNDERAPPRECIATED
This part gets almost no attention from U.S. investors.

Microvast batteries are reportedly powering hundreds of autonomous mining trucks in China tied to:
⛏️ Hongwei fleets
📡 Huawei-enabled 5G autonomy systems
⚡ high-cycle industrial battery demand

That’s a VERY different business mix than “retail EV hype.”

And industrial fleet electrification can become sticky recurring demand.

4️⃣ THE AI DATA CENTER ANGLE COULD BECOME HUGE
THIS is where the narrative gets interesting.

As hyperscalers scramble for power infrastructure…

battery energy storage systems (BESS) are becoming increasingly strategic for:
⚡ peak shaving
⚡ backup power
⚡ microgrids
⚡ always-on AI compute environments

And Microvast’s:
✅ vertically integrated LFP tech
✅ high-power charging capability
✅ thermal management expertise

…could fit directly into that buildout.

The market still barely prices this possibility in.

5️⃣ BUT THERE ARE STILL MAJOR RISKS ⚠️
This is NOT a low-risk setup.

Bears will point to:
⚠️ historical dilution concerns
⚠️ geopolitical/China exposure
⚠️ execution risk scaling U.S. production
⚠️ margin pressure in batteries globally
⚠️ intense competition from CATL/BYD/Tesla supply ecosystems

And importantly:
battery stocks can remain deeply undervalued for LONG periods if profitability doesn’t inflect clearly.

6️⃣ THIS IS THE CORE DEBATE
Is $MVST:
🟢 an overlooked industrial battery infrastructure company entering a major growth phase…

OR

🔴 another capital-intensive battery story with too much execution risk?

That’s why this earnings report matters so much.

Because if:
🔥 Iveco revenue ramps hard
🔥 margins improve
🔥 U.S. manufacturing execution looks credible
🔥 AI/BESS commentary strengthens

…the rerating narrative could accelerate FAST.

Especially with sentiment still relatively skeptical.

Feels like one of those “market hasn’t fully connected the dots yet” setups.

Bookmark this post & drop your PT for $MVST after earnings 👇

Battery infrastructure winner… or another false dawn?

#MVST #Battery #BESS #AI #Earnings

[Quantum Multiverse @iQuantumverse]

https://t.co/Ic93vhJpeV

$MVST

[Quantum Multiverse @iQuantumverse]

@pvmagazine What about microvast holdings? They have a manufacturing plant in Berlin

[Quantum Multiverse @iQuantumverse]

@ReratingLedger @BatteryBoy507 Ok, thanks for clarifying

[Quantum Multiverse @iQuantumverse]

@ReratingLedger @BatteryBoy507 Why Microvast does not appear at the exhibitors list of the https://t.co/aMS2B06cyw
They told would be attending but they do not appear. Whats wrong? Are they liying?