MVST Microvast Holdings Inc

$MVST Taking a moment here to thank you (and some I may have forgot at the moment) for your DD and contributions here. You don't have to share the information you share, but you do for the love of the game. Thank you.

$MVST now ban Diesel and LNG generators to power data centers. Wind and Solar only paired with BESS. 🤗

$MVST 60% of all US debt was created by Trump. If you want you know you can hate minorities and still admit that Trump and MAGA did irreparable damage to America and got outplayed by Bibi (either that or Trump betrayed America and knowingly chose to make billions for himself and his friends as self admitted). The effect of making a corrupt failed businessman, actor, rapist, and felon, the president will have long term laying effects that we should all be worried as Americans collectively to get out of.

$MVST The technicals are improving rapidly. SMA-20 +13.18% SMA-50 -0.37% Performance this Week: +26.78% Performamce this Month: -1.44% Performance this Quarter: -21.93% There is momentum behind this move fueled by the upcoming ER release and the low valuation.

$MVST Microvast suing the U.S. government 😎. My sources tell me they are trying to import a $40 million order but it's being held up 💪

$MVST Wake up every morning thinking how insane the valuation is here. Tables will turn at some point and the market will correct. Company is way more solid than the price narrative would have you believe.

$MVST Context ahead of the upcoming ER: Barring a temporary dip on July 31, 2026, short interest has hit its lowest level since the June 13, 2025 data release. The past two trading sessions confirm that short covering is accelerating as buying demand builds.

$MVST 2 whole weeks notice for the earnings call. I don't think I have seen them announce so early.

$MVST the market is shellacking small caps with debt for 3 main reasons: 1- Persistent inflation and high interest rates. 2- The concentration of assets all around the world in SI/AI chips and memory stocks because it's the trade that's working now. 3- Midterm elections uncertainty in the US. For a new investor with new capital to invest they would most likely allocate it towards what's been working such as SI/AI. That doesn't mean that small cap or MVST in particular deserves this depressed valuation. It means that under the current conditions the focus and appetite are not present now. The rotation will start when the conditions change and or if we see exceptional news from these companies on an individual basis. I will be patient due to the extremely low market cap. The recent container shipments to the US. The CEO holding a large position and not selling yet and more.. Do your own research.

$MVST Skoda Electric splits in two Jan 2027. Skoda Group Bus: trolleybuses and battery buses. Skoda Group Components and Systems: motors, converters, "innovative battery solutions" for rail and road. Trains and buses draw from one supplier. Nov 2025, Microvast signing: "Committed to developing our own battery technology as the cornerstone of our future solutions." "Paves the way for offering advanced battery systems to other manufacturers in the industry." This week: "Innovative traction and battery systems... supplying not only companies within the Skoda Group but also many highly respected customers worldwide." - Jaromir Silhanek, now the board member over Components and Systems. He's the one shaking hands in the Microvast photo. Skoda Electric on North America, Oct 23: "the development of battery technologies, localised production and a strong service base creates a unique opportunity." Skoda CEO on India, Oct 15: "a strategic market for us with exceptional potential."

$MVST I’m not going to buy in to this upward trend until after earnings, been burnt by this type of movement before!🤞

$MVST decisively breaking resistance at 50day MA, last time that happened was 7 months ago

$MVST Overall this is pretty meaningless, but to date they’ve never announced earnings so early and not had a beat on both revenue and earnings

$MVST barely 4 M volume can do this. I can not dream a 1 B volume day. I know it is highly unlikely to have another 1 B volume day. But MVST has done that. It may surprise you somewhere sometime. That’s why I hold this like holding my steel balls.

$MVST $130M Q3, $170M Q4 🤞 continue YoY growth would be great… realistically anything over 100M is what I’d like to see.

$MVST Oct 20: Skoda Electric registered Skoda Group Bus France SAS at the old Bluebus plant near Quimper. Open Nov 1. "engineering, design, development, integration" of bus systems. Sept 8: Bollore (French group that owns Bluebus) said a "European industrial company" long in public transport was looking at buying Bluebus R&D. 17 jobs would move. No bus building there. Sounds like Skoda wants those 17 engineers. Bluebus since 2011: about 700 buses. Solid state packs from sister company Blue Solutions, Forsee NMC option added 2023. Shutdown plan announced Sept 8. Karel Majer, Skoda Electric chairman over Bus, this week: "significantly strengthening our presence in the battery-electric bus market, which offers substantial growth potential in the years ahead." Microvast deal, Nov 2025: "The design of these battery systems will also allow them to be used in other types of public transport vehicles, such as electric buses."

$MVST this thing getting up to about .70 right before earnings would be huge, because strong positive news could easily make it jump 50%, which would put us back in the safe zone over $1 again

$MVST same day, Mattis speaks at ABAA-17 in Hefei on all solid state batteries. That talk is 2:45 a.m eastern. The market gets a full trading session to digest it before earnings.

$MVST I am going to take 1 for the team...I am going to put a sell at $7 ...and then it will race to $20

$MVST this always goes on a little run before earnings disappointment, seems like this is the buy zone if you think it'll be positive. I personally think numbers will be trash but outlook pretty good. I'll admit I've been hard on them after reviewing Q2 again.