@AnalysisOp Avatar @AnalysisOp Alex

Alex posts on X about ai, in the, $tell, bullish the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 26.58% finance 19.62% technology brands 13.92% countries 8.86% cryptocurrencies 6.96% currencies 3.8% travel destinations 1.9% luxury brands 1.27% financial services 1.27% exchanges 0.63%

Social topic influence ai 12.03%, in the 10.13%, $tell 9.49%, bullish #2319, ceo 6.33%, increase in #218, for the 5.06%, to the 5.06%, company #3411, $mu #77

Top accounts mentioned or mentioned by @zephyrz9 @jukan05 @tellurianlng @midnightcaptl @vikramskr @theaustinlyons @blueflameblues @paulsaladino7 @weatherwolds @researchqf @pythiar @rihardjarc @tmtlongshort @theraymyers @investingvisual @josejavierespa @aramco @volcaholic1 @markankcorn @videocardz

Top assets mentioned Micron Technology, Inc. (MU) Edu3Labs (NFE) Alphabet Inc Class A (GOOGL) Lumentum Holdings Inc. Common Stock (LITE) NVIDIA Corp. (NVDA) Sandisk Corporation (SNDK) New Fortress Energy Inc. Class A Common Stock (NFE) EQT, Corp. (EQT) Arweave (AR) Metadium (META) Goldman Sachs (GS) LandBridge Company LLC (LB) Range Resources, Corp. (RRC) Western Digital Corp (WDC) Intel Corporation (INTC) Energizer Holdings, Inc (ENR)

Top Social Posts

Top posts by engagements in the last [--] hours

"@jukan05 "Inference workloads such as RAG (Retrieval-Augmented Generation) entail an explosive increase in server count making inference a key driver of overall SSD demand growth going forward" 👀 For SSD demand and of course for DRAM and HDD 🔥🔥"
X Link 2026-02-13T15:17Z [----] followers, [---] engagements

"@vikramskr Yep absolutely it's not the architecture per se. I don't know the specifics though it's only a deduction"
X Link 2026-02-14T17:50Z [----] followers, [--] engagements

"@Midnight_Captl To jump that small step by models or by compute capacity. If it's the later bullish hyperscalers"
X Link 2026-02-14T17:58Z [----] followers, [--] engagements

""While $GOOGL's . mentions clusters up to [----] TPUs they believe the spot where you start seeing benefits is above [----] chips Below that threshold the performance-per-W and performance-per-$ advantages aren't as compelling which is why TPUs work best for large customers" A $GOOGL employee explains why TPU advantage works well only if you have bigger clusters of TPUs ( [----] or more ) and why $GOOGL networking is key (OCS): [--]. The expert explains that TPUs and GPUs shouldn't be viewed as direct competitors but rather as different tools for https://t.co/vTPfcd9CmC A $GOOGL employee explains why"
X Link 2026-02-11T00:09Z [----] followers, [---] engagements

"@WeatherWolds 🥶☃"
X Link 2026-02-13T14:40Z [----] followers, [--] engagements

"@VideoCardz I assume is for AI data centers"
X Link 2026-02-14T19:25Z [----] followers, [--] engagements

"@buccocapital Point [--] about Constellation Software: you are looking for hordes of trolls to come here to farm them 😂😂 The "P/E [---] doesn't matter bro the company can't be defined with that" (a -50% drop later they keep saying the same 🤣)"
X Link 2026-01-21T15:41Z [----] followers, [---] engagements

"$EQT CEO with boots on the ground 🌨☃🥶 #natgas https://t.co/cKpD8nnRB1 https://t.co/cKpD8nnRB1"
X Link 2026-01-25T21:00Z [----] followers, [----] engagements

"Even better good news guys From Reuters: "Exxon CEO forecasts first LNG production at Golden Pass for March" 🔥🔥 Prpare that #natgas supply because there is a new boy in the town 😎 Btw for now March is forecasted to be COLD 🥶🙌 And DUCs are DEPLETED"
X Link 2026-01-30T15:39Z [----] followers, [---] engagements

"" $WDC Western Digital Authorizes Additional $4.0 Billion of Share Repurchases" 🫡 The expanded $4.0 B buyback authorization demonstrates our confidence in WDs future and commitment to shareholder value But ppl. said that HHDs were ded 😂"
X Link 2026-02-03T14:48Z [----] followers, [---] engagements

"$INTC Intel CEO about Memory ("No relief until 2028") Lip Bu Tan: Memory is the biggest constraint for AI rn even bigger than power and fab capacity. No relief till [----] Lip Bu Tan: Memory is the biggest constraint for AI rn even bigger than power and fab capacity. No relief till 2028"
X Link 2026-02-03T19:58Z [----] followers, [---] engagements

"@ResearchQf $LITE P/E 54-55-56 for FY and REAL growth is not even starting 😱"
X Link 2026-02-03T22:19Z [----] followers, [----] engagements

"65 units secured of #natgas turbines type HL-class (500MW each) and you are bearish natgas and AI anon 😉 Siemens Energy $ENR [--] GW pipeline worldwide and that's only one company (though a Major there are several more with other approaches -naval engines etc.-) More support for the bullish demand call for #NatGas in the US is Siemens $1b investment to scale up its U.S. production for grid and gas turbine equipment to support strong growth in the U.S. market. Reality is that they have huge backlog of orders for gas turines. 👇are https://t.co/Ba00uNXMPO More support for the bullish demand call"
X Link 2026-02-03T22:55Z [----] followers, [---] engagements

"@benitoz @Alex_Intel_ you guys see TPU; I see Memory and Storage 🚀🪐"
X Link 2026-02-04T21:44Z [----] followers, [--] engagements

"@zephyr_z9 so supercharged to move a $80B company of that kind with a [--] multiple 🤔"
X Link 2026-02-05T15:11Z [----] followers, [---] engagements

"I don't want to position myself in a very bullish mode but. this looks very bullish for $LITE From a TAM of 20k CPO switches to 200k in one year 🔥🔥 Reminder: for FY Lumentum H. will have a P/E of 54-55-56 This year you will have 10k VR200 racks to be shipped and hence 20k CPO switches (of course CPO still have low yield so the actual shipment number could be between 1520k); Next year if one assumes there will be 100k VR/VR Ultra racks then 200k CPO switches is achievable. This year you will have 10k VR200 racks to be shipped and hence 20k CPO switches (of course CPO still have low yield so"
X Link 2026-02-05T15:25Z [----] followers, [---] engagements

"@jukan05 Then focus only in Memory and CPO ( $LITE) 😌"
X Link 2026-02-05T15:35Z [----] followers, [--] engagements

"The acceleration in the CapEx of the diverse Hyperscalers ( $AMZN $META.) means unequivocally more demand of $NVDA GPUs Even manufacturing their own TPUs that sudden jump in CapEx CAN'T be filled with TPUs bc they don't have the necessary supply of HBM (instead Jensen.😎)"
X Link 2026-02-05T22:22Z [----] followers, [---] engagements

"@Midnight_Captl AWS +24% .AFTER its big brothers printed +38% and +48%"
X Link 2026-02-05T22:38Z [----] followers, [----] engagements

"@jukan05 They are like the LNG exporter Venture Global when happened the big jump in European prices in 2022; "contracts what contracts I'm selling in the spot market kid" 😂"
X Link 2026-02-06T15:13Z [----] followers, [---] engagements

"@Midnight_Captl If Aramco can get $20B in bonds not even blinking these bad boys too an much more. Of course they can. Legit question if they will continue this level of expenses or not; but according to Google numbers (+48% R. 30% margins). who not"
X Link 2026-02-06T15:20Z [----] followers, [--] engagements

"@bluegoldr I made a post about it some months ago (that's why I'm bullish the commodity over the medium-term). No blue mark from the Autist not a lot of visits 🤷♀ Your post about the DUCs depletion was key too 👌"
X Link 2026-02-06T15:27Z [----] followers, [---] engagements

"@LeoNelissen GCP +48% Revenue with a jump from 20% to 30% Op.Margins. looks like the CapEx is working rather well for the Winners 😉 In fact with those number the only smart thing to do is to accelerate even more the CapEx"
X Link 2026-02-06T16:00Z [----] followers, [--] engagements

"Incredible prediction 🔮 Take note guys 🧐 (remember Micron has recently taken steps to increase SSD production.) $SNDK $MU SK Hynix Samsung Hot take: By late this year when Rubin rolls out memory makers might actually generate more revenue from SSDs than from DRAM. SSDs probably wont become more important than DRAM but I think SSD supply could end up tighter than DRAM supply. Hot take: By late this year when Rubin rolls out memory makers might actually generate more revenue from SSDs than from DRAM. SSDs probably wont become more important than DRAM but I think SSD supply could end up"
X Link 2026-02-06T17:15Z [----] followers, [---] engagements

"@zephyr_z9 Yep remember the NAND expansion news recently 👌"
X Link 2026-02-06T17:30Z [----] followers, [---] engagements

"@ecommerceshares Microsoft had a too much rich multiple vs Google"
X Link 2026-02-09T14:58Z [----] followers, [---] engagements

"@insane_analyst When those news were issued we talked about the insane margins of DRAM (the future ones still in the 60s%) the insane demand and the composition of the sales of the company Even if they renounce to the next step in HBM (not happening only an example) they'd be printing money"
X Link 2026-02-09T16:19Z [----] followers, [---] engagements

"The King is NOT bearish Software companies 🧐 I think there will be a concentration: mediocre names will be acquired or will go BK the ones that stand still will take more cake That should increase margins of the survivors but at the same time no more serial acquisitions. $NVDA CEO this week: "There's a whole bunch of software companies whose stock prices are under a lot of pressure. Because somehow AI is going to replace them. It is the most illogical thing in the world and time will prove itself." https://t.co/oD7YzWrPWF $NVDA CEO this week: "There's a whole bunch of software companies"
X Link 2026-02-09T16:43Z [----] followers, [---] engagements

"@jukan05 How it started: - "50% of Nvidia HBM4 demand for SK and the other for Samsung ahah fck you $MU " How is going: - "Only 20% of HBM4 demand for Samsung is a strategical decision bla bla bla bla" 😂😂"
X Link 2026-02-09T17:04Z [----] followers, [---] engagements

"$NVDA 💘 SK hynix "not only accelerate SK Hynixs supply of HBM4 to Nvidia but also bring closer to reality the supply of enterprise SSDs (eSSDs) and AI data center solutions SoCamm for example through SKs Silicon Valley subsidiary AI Company" ADR when 📈 SK Chairman Choi Tae-won and Jensen Huang Hold Chicken & Beer Summit Ultra-Close Ties on HBM4 SK Group Chairman Choi Tae-won currently visiting the United States met with Nvidia CEO Jensen Huang for a chicken-and-beer gathering in Silicon Valley. Observers say the SK Chairman Choi Tae-won and Jensen Huang Hold Chicken & Beer Summit"
X Link 2026-02-09T17:20Z [----] followers, [---] engagements

"@jukan05 "including SoCamm (server-use low-power DRAM modules)the next-generation server memory module expected to succeed HBM" To succeed HBM 🤔 I thought it was going to be a complement a replace of ordinary DRAM"
X Link 2026-02-09T17:22Z [----] followers, [---] engagements

"@PythiaR And specialized neoclouds like Nebius and Coreweave 😌"
X Link 2026-02-09T19:19Z [----] followers, [---] engagements

"@BlueFlameBlues "Dnde EST Groenlandia" That way Paul"
X Link 2026-02-09T22:04Z [----] followers, [--] engagements

"@The_AI_Investor "Jupiter""
X Link 2026-02-09T22:05Z [----] followers, [---] engagements

"Fabrinet $FN Opinions An early "Tier-2" bet on Optics 🧐 A Fw P/E [--] if growth continues like the past year. - Pros: the Optics/Photonics story is only starting; its future growth can be 🔥 - Contras: has little diversification in customers; doesn't have "killer" products"
X Link 2026-02-09T23:08Z [----] followers, [---] engagements

"@damnang2 Very useful article to look for names in the Optics/Photonics environment 👌 For example I didn't know 'Celestica' I went to research it and I like what I'm seeing 🙌 But from what I'm reading it's more like a "little bro" of the Broadcom type: mix of servers and communic"
X Link 2026-02-10T18:23Z [----] followers, [---] engagements

"@RihardJarc A Like for the enthusiasm but imagine a "tech bro" from the crystal tower of Silicon Valley talking about health"
X Link 2026-02-10T18:37Z [----] followers, [---] engagements

"@zephyr_z9 Now pls SK Hynix stop the recent drop and x2 the multiple. Thx. 😅"
X Link 2026-02-10T18:37Z [----] followers, [---] engagements

"Optics/Photonics is the future in advanced electronics (AI data centers/Humanoid Robotos/AVs/AI wearable devices.) @zephyr_z9 Apple is hiring aggressively for silicon photonics engineers including roles in process integration packaging and design. Ive also heard that theyre hiring silicon photonics engineers for data-center applications and at least one of these roles is publicly posted. https://t.co/LyiJxVbTtD @zephyr_z9 Apple is hiring aggressively for silicon photonics engineers including roles in process integration packaging and design. Ive also heard that theyre hiring silicon photonics"
X Link 2026-02-10T23:30Z [----] followers, [---] engagements

"@YesterdaysBrit1 they had that "blackberry" flavor 🥴"
X Link 2026-02-10T23:59Z [----] followers, [--] engagements

"@RihardJarc I only take the first half until the expert starts with his predictions about the GPU dominance. Very bullish $LITE (OCS provider for Google); other names too but there are some names that are more pure-play than others (much more). Very bullish Optics/Photonics too in general"
X Link 2026-02-11T00:06Z [----] followers, [---] engagements

""While Token Factory provides high-performance inference for agentsTavily provides the real-time web access .That addition gives Nebius customers critical architecture they need tobuild autonomous agents that can navigate the web and execute complex real-world tasks" $NBIS"
X Link 2026-02-11T00:25Z [----] followers, [---] engagements

"🚨📢Breaking news from the 'Wolfe Research Auto Auto Tech and Semiconductor Conference' CFO: "Micron $MU starts HBM4 shipments one quarter early" 🔥🔥 Imagine the pivot from [--] days ago (""Micron can't produce HBM4 Micron can get to [--] GB/s"") 😂😂"
X Link 2026-02-11T15:03Z [----] followers, [---] engagements

"@ResearchQf The comment about the speed of 11GB/s is to highlight too bc. there were malicious comments about it's incapacity to get really to that level"
X Link 2026-02-11T15:07Z [----] followers, [---] engagements

"@zephyr_z9 China owns "tons" of copper mines with low activity than can activate if the commodity is needed; you know how this works under the correct price supply pops everywhere What you comment is other factor but I bet for the CPO more from the technical perspective"
X Link 2026-02-11T15:22Z [----] followers, [---] engagements

"@zephyr_z9 At this point issue an ETF pal with your fav companies 😂👌"
X Link 2026-02-11T15:45Z [----] followers, [---] engagements

"@TMTLongShort If AI works why will we even need money Ask the Russians noblemen of the pre XX centuries if they need money or not 😂😂👌 I'm sure their servants consumed and costed less than Humanoid Robots"
X Link 2026-02-11T15:49Z [----] followers, [--] engagements

"$ZETA Trigger the buy 🤔"
X Link 2026-02-11T18:14Z [----] followers, [---] engagements

"@zephyr_z9 Margins are worse than when it started [--] years ago obviously has been losing money since the beginning issuing shares non-stop. which is the story for Unity I assume if Z. is bullish it will be used to train syntetic physics for AI 🤔"
X Link 2026-02-11T18:35Z [----] followers, [---] engagements

"@Citrini7 It's like during the Covid pandemic "nahh impossible Nasdaq drops again today" and pufff other [-----] in one day 😬"
X Link 2026-02-11T20:25Z [----] followers, [---] engagements

"@TheRayMyers We lost in [----] Ray. Since then everything has been downhill"
X Link 2026-02-12T14:54Z [----] followers, [--] engagements

"@theaustinlyons yep like to make your own silicon it has no cost or infinite problems in which your company is not specialized. 🤦♀"
X Link 2026-02-12T15:15Z [----] followers, [--] engagements

"@theaustinlyons Good data didn't know it. But. TPUs 🥴 that's a very specialized field. And the problem now are the foundries and the packaging companies not to mention the situation of memory. If company thinks can get better pricing than to pay the premium to Nvidia. we'll see"
X Link 2026-02-12T15:22Z [----] followers, [--] engagements

"@PythiaR @BenBajarin @vikramskr @zephyr_z9 they don't even talk about the mines China has underutilized where they can trigger the production quickly 🤷♀🤷♂ Commodities is one thing Investing finances are other"
X Link 2026-02-12T16:10Z [----] followers, [--] engagements

"@InvestingVisual I absolutely agree with those key points and with your conclusion Funny ppl. is not commenting the increase in Power capacity to 3GW 🤦♀🤦♂ Imagine"
X Link 2026-02-12T16:40Z [----] followers, [--] engagements

"@Midnight_Captl @RHouseResearch call me crazy guys but I don't see Mr. Volozh (Nebius) wanting to sell"
X Link 2026-02-12T19:59Z [----] followers, [--] engagements

"@TheRayMyers @DutchInvestors @meeijer @TacticzH @European_DGI @InvestingVisual Basically I understand any long-term investor will stop to invest (who is going to take the huge risk to be in green numbers the [--] Dec to be taxed and the [--] Jan to suffer a drop and have to sell) and only will left the short-term investors and traders"
X Link 2026-02-13T14:57Z [----] followers, [--] engagements

"@josejavierespa antes a las burras locas ignorantes las aguantaba el marido -de por vida- en sus casas"
X Link 2026-02-13T15:22Z [----] followers, [--] engagements

"@TBU12345678 Let's see. Europe destroyed by ridiculous energy/demographic laws hordes of 3rd world ppl. subsidized by the Western taxpayers Central banks printing like madman. naahhhh it's not the fault of the ordinary economy 😂😂"
X Link 2026-02-13T16:01Z [----] followers, [--] engagements

"@varunv_malhotra I mean: a lot of saas disrupted less valuable companies out there less to acquire == less acquisitions Now with the companies that remains I assume will remain due to have a moat agains AI == increase in value/price == hard to acquire == less acquisitions"
X Link 2026-02-13T18:04Z [----] followers, [--] engagements

"STILL to confirm but if it's really true this is the most funny pivot in months in the Semis industry: $MU Micron from "haha those guys can't even start manufacturing HBM4" to "not only has all HMB4 production reserved but they have the lowest cost manufacturing process" 😂 Commenting on Micron's HBM4: [--]. If this is true then Samsung using 4nm + 1cnm would have been a foolish move. [--]. Micron would end up with an overwhelmingly lower cost structure compared to the other two major memory makers. That said what I don't understand is this: even SK Commenting on Micron's HBM4: [--]. If this is true"
X Link 2026-02-12T15:07Z [----] followers, [---] engagements

"@zephyr_z9 "Long-horizon Agents". call me crazy but this sounds Memory intensive 😉"
X Link 2026-02-12T22:09Z [----] followers, [----] engagements

"@josejavierespa @gaceta_es Son [--] MM y el 30% de la poblacin ms las hordas flotantes de basura turista. A ver si echamos clculos por uno mismo y dejamos de tragarnos la basura de cifras que dan los medios. QUINCE MILLONES"
X Link 2026-02-13T14:42Z [----] followers, [--] engagements

"EPS Estimates are crazy for SanDisk Corporation $SNDK If those numbers happen the company can sit on a lows 20s P/E by mid-2027 👀 And of course with much more cycle to run 📈 Can the company keep pace with those mega bullish figures 🤔 Chart courtesy of @babybluecream"
X Link 2026-01-07T00:04Z [----] followers, [----] engagements

""Samsung and SK Hynix which together hold more than 60% of the global NAND market are expected TO REDUCE THEIR PRODUCTION this year . They are highly likely to exacerbate shortages not only in AI servers but also in mobiles and PCs" An obvious tailwind for $SNDK SanDisk Samsung and SK Hynix to Cut Rather Than Increase NAND Flash Production This Year Maximizing Profits in Super Boom Period Samsung Electronics and SK Hynix which together hold more than 60% of the global NAND flash market are expected to reduce their NAND flash production https://t.co/vNIzPzIXR6 Samsung and SK Hynix to Cut"
X Link 2026-01-20T15:58Z [----] followers, [---] engagements

"EIA #natgas Storage Report [----] bcf bullish 170s bcf vs 5Y-average An ABSOLUTE record BUT bc it has been a bit less than expected and Market is obsessed with Models turning warmer in one week Price 📉"
X Link 2026-02-05T15:41Z [----] followers, [---] engagements

"To create those TPU clusters "the networking piece is critical". Absolutely that's the backbone of the system and the Google one will use OCS (Optics) $LITE $COHR"
X Link 2026-02-11T00:13Z [----] followers, [---] engagements

"@jukan05 "Factoring in new fabs such as CXMT Shanghai Hynix M15 and Samsung P4L wafer starts are expected to grow only about 7% YoY by FY26" Remember that the wafer increase doesn't translate to a similar increase in products and MUCH less for HBM which requires several DRAM modules"
X Link 2026-02-11T14:48Z [----] followers, [---] engagements

"Memory bros take note 🔥 Kioxia the company with less pricing power with ridiculous (in this situation) long-term contracts signed can make a x2 in Revenue QoQ $SNDK $MU SK hynix 📈📈 Just look at the Kioxia guidance wild. https://t.co/5AwkvWsGZU Just look at the Kioxia guidance wild. https://t.co/5AwkvWsGZU"
X Link 2026-02-12T15:26Z [----] followers, [----] engagements

"Morgan Stanley PT for Kioxia == +50% current SP But (correct me if my math is wrong) that means a P/E [---] by Q1-2027 🥴 So imagine what that can means for $SNDK SanDisk (more potential higher multiple) Also bullish for the other SSD manufacturers: $MU SH hynix Morgan Stanley raises Kioxia target price to [-----] The firm significantly raised its CY2026 ASP growth forecast for Kioxia from +75% YoY to over +100% YoY with Q1 ASP expected to surge approximately 90% QoQ followed by an additional 10% QoQ increase in Q2. This suggests Morgan Stanley raises Kioxia target price to [-----] The firm"
X Link 2026-02-13T16:18Z [----] followers, [---] engagements

"@vikramskr I assume the RISC architecture specifically designed for server processors modern ARM processors more inclined to the needs of smartphones (great graphic component and related) Perhaps in a magic world the massive interconnection of several "weak" ARM would beat the x86"
X Link 2026-02-14T17:45Z [----] followers, [---] engagements

"@TMTLongShort @Midnight_Captl 😂😂👌 The real hit will come with physical AI. Still far ("far" understand me) from that; AV is law-constrained (in addition to the own tech) and humanoid robots still lack enough "intelligence" to operate real things in the real world"
X Link 2026-02-14T19:43Z [----] followers, [--] engagements

"Very important news 🔥🔥 ANOTHER #natgas company an US one this time that is negotiating an indexation pricing formula (TTF / JKM) to deliver several MTPA of LNG to its customers. Some weeks ago we learned that Qatar was doing something similar. Today at the Wood Mackenzie Conference in London: Chesapeake Energy is negotiating #LNG supply deals at JKM/TTF pricing. They are looking to sell 4-6 mtpa and are considering 5-6 liquefaction facilities. $CHK Today at the Wood Mackenzie Conference in London: Chesapeake Energy is negotiating #LNG supply deals at JKM/TTF pricing. They are looking to"
X Link 2023-11-15T15:29Z [----] followers, 10.2K engagements

""LNG Demand is projected to incrementally grow by at least [---] million tonnes globally by 2030" - Vivek Chandra PhD. Founder and CEO of Gulfstream LNG 🔥💪 📈 #natgas"
X Link 2023-12-20T17:22Z [----] followers, [----] engagements

"🚨 Breaking news $TELL #natgas ".CFM and Dr. Chatterjee may each be deemed to beneficially own in the aggregate [--------] shares of Common Stock as of Dec. [--] [----] which represents approximately 7.3% of the Issuers issued and outstanding shares of Common Stock" 1/2"
X Link 2023-12-27T18:59Z [----] followers, [----] engagements

"Huge LNG demand increase expected in India by year [----] a +260% from today figures 🔥📈 🧐 Indias LNG demand will hit [----] million tons a year by the end of the decade from an estimated [----] million tons last year according to Bernstein analysts. https://t.co/Ys3CLMwEkq via @YahooFinance 🧐 Indias LNG demand will hit [----] million tons a year by the end of the decade from an estimated [----] million tons last year according to Bernstein analysts. https://t.co/Ys3CLMwEkq via @YahooFinance"
X Link 2024-01-16T15:32Z [----] followers, [----] engagements

"@AllthingsLNG Incredible post 🔥 We all are now absolute experts in the Novatek's business model 😅👏"
X Link 2024-01-21T17:18Z [----] followers, [----] engagements

"$TELL "'I can confirm we hired Lazard and they are helping us as we seek equity partners' spokesperson Joi Lecznar said on Thursday" - Reuters source in next post No sales at all. Only moving forward in the search for EP And about the """article""" from Bloomberg 🤮:"
X Link 2024-01-26T12:53Z [----] followers, [----] engagements

"#natgas Current US LNG exporting projects with FERC authorization and DOA non-FTA exporting authorization (Operating/Under construction/Pending FID). The rest of the projects. will have to wait 🤷♀ Thx. Mr. Truth_Hunter for the chart"
X Link 2024-01-26T16:22Z [----] followers, [----] engagements

"@EIAgov It'd be very interesting to know power consumption data of "regular" data centers and the new AI data centers 🧐"
X Link 2024-01-31T18:04Z [----] followers, [---] engagements

"#natgas traders arriving at the Gulf Coast to ask for explanations to producers"
X Link 2024-02-10T15:51Z [----] followers, [----] engagements

""In view of the recent Tokyo Gas and Chesapeake transactions $TELL 's assets upstream may fetch in the range of $800 MM" - Mr. Brian Lidsky Energy Advisors Group If happens that transaction would leave the company debt-free and even with a cash surplus 👀 Source"
X Link 2024-02-12T15:45Z [----] followers, [----] engagements

"$TELL "We the FERC will grant the requested three-year extension of time to complete construction of the Driftwood LNG Terminal and Driftwood Pipeline Project" 🔥🔥💪"
X Link 2024-02-15T18:49Z [----] followers, [----] engagements

"Guys have you noticed that $TELL wants to COMPLETE ALL the five trains the [--] MTPA of capacity by year [----] 🔥 The extension wasn't only for the first trains 📈📈💪 Official statement from the company issued today (link in post below):"
X Link 2024-02-16T13:55Z [----] followers, [----] engagements

""As it stands LNG export projects seeking permit extensions to ship their cargoes to non-FTA nations ARE NOT SUBJECT to the Biden admin.'s pause" 🔥👍 - FERC extension ✅ - DOE extension. almost ✅ Remember we HAVE non-FTA permit until [----] BUT we need an extension Source"
X Link 2024-02-16T16:21Z [----] followers, [----] engagements

"As reminder @TellurianLNG $TELL can x2 its exporting capacity thanks to its 2nd site 💪 Fully completed (Driftwood + Site II) could export up to [--] MTPA 🔥🔥 That's what I call long-term prospects 📈"
X Link 2024-03-04T20:24Z [----] followers, [----] engagements

"Global demand 🌍 for #natgas in the decades to come 📈 According to several forecasters and Cheniere $LNG there will be a sustained demand for decades with a pronounced growth through 2031"
X Link 2024-03-17T23:58Z [----] followers, [----] engagements

""Williams Executive VP. Mr. Chad Zamarin said he considers the export project of $TELL too risky because it doesn't have the commercial contracts on the demand side" LOOL 😂 What else do you want Mr. Zamarin 90% of the construction done An LNG carrier too All for $1/sh🤦♀"
X Link 2024-03-19T22:24Z [----] followers, [----] engagements

"#natgas prices is a sinusoid wave. take note guys 😉 The increases are coming 😅 @DeFi_Yizhar It's just the capex cycle. https://t.co/Y8wKHGikE3 @DeFi_Yizhar It's just the capex cycle. https://t.co/Y8wKHGikE3"
X Link 2024-03-31T20:49Z [----] followers, [----] engagements

"Inside a LNG storage tank 👀 It looks like a spaceship or something 😅 Imagine the tanks for ultra-pure methane ( 99.9% purity) 😱"
X Link 2024-04-07T22:58Z [----] followers, [----] engagements

"#natgas This is HUGE 🔥 "current LNG capacity + FID capacity (⚠) insufficient to meet demand towards 2040" We already know that but it's good to see that more and more people are reporting it Main points from the Chairman of @IEEJ_Japan message Pause on Pending Approvals of LNG Exports: Problems that need to be addressed TLDR: need more #LNG https://t.co/vqYVz2rmX1 Main points from the Chairman of @IEEJ_Japan message Pause on Pending Approvals of LNG Exports: Problems that need to be addressed TLDR: need more #LNG https://t.co/vqYVz2rmX1"
X Link 2024-04-07T23:05Z [----] followers, [----] engagements

"Bullish LNG 🔥 Bangladesh is buying LNG under a short-term contract for the first time 📈📈 #natgas LNG News from Bangladesh: "To address surging domestic gas demand the government has decided to purchase [--] cargoes of liquefied natural gas (LNG) from Gunvor Singapore Pvt Ltd under a short-term contract for the first time." https://t.co/hIdvkTOSA6 LNG News from Bangladesh: "To address surging domestic gas demand the government has decided to purchase [--] cargoes of liquefied natural gas (LNG) from Gunvor Singapore Pvt Ltd under a short-term contract for the first time." https://t.co/hIdvkTOSA6"
X Link 2024-04-09T18:00Z [----] followers, [----] engagements

"LNG to the moon 🚀🌙 (this time literally 😉) "Over the next five years domestic demand for high-purity LNG for rocket propellant that with 99.9% of purity though there are even more pure CH4 -up to [--] ".9s"- is expected to increase by 65%" 🔥🔥 #natgas #SpaceX"
X Link 2024-04-09T18:55Z [----] followers, 10.6K engagements

"@stopabolicion Es ms fcil detener a un put ro que ir a por las bandas criminales de somales 🤷♀"
X Link 2024-04-16T16:21Z [----] followers, [----] engagements

"@pwrhungry Or more summarized: EVs were children of "cheap money" 🤷♀ [--] years of low interest rates let stup d politicians and stup d decisions in everything: economy energy demographics"
X Link 2024-04-21T16:24Z [----] followers, [----] engagements

"@ericnuttall Political invention to steal money from the taxpayers' pockets and to impose dystopian controls and bans 🤷♀"
X Link 2024-04-23T19:42Z [----] followers, [---] engagements

"$EQT is forecasting as base case a growth of [--] Bcf/d in #natgas demand by year [----] (due to the AI revolution); last data was more modest: between [--] - [--] Bcf/d 🔥🔥 BUT a PLAUSIBLE more aggressive scenario is projecting [--] Bcf/d 😱 Thx. @BlueFlameBlues for the info"
X Link 2024-04-24T15:14Z [----] followers, [----] engagements

""Ryan Duman director of Americas upstream research at @WoodMackenzie said interest in #natgas acquisitions could grow in the second half of [----] 🔥 One of the biggest prizes could be @TellurianLNG $TELL 's approximate [-----] net acres in Haynesville" Source"
X Link 2024-05-01T17:34Z [----] followers, [----] engagements

"Well this is scalating quickly. 😅 "US LNG developer @TellurianLNG $TELL sends production workers home amid sale talks" 🔥🔥 "Tellurian has said it was evaluating SEVERAL BIDS for the property and . the firm expects to make a decision in the coming weeks" 💪 Source"
X Link 2024-05-01T20:08Z [----] followers, [----] engagements

"Mr. Buffett no longer loves Solar 👴💔🌞 🤷♀ #Buffett responding to a question on why they are not leaning more towards solar energy: "Solar will never be the only source of electricity.barring some real breakthroughs in storage and that sort of thing" $BRK.A $BRK.B #Buffett responding to a question on why they are not leaning more towards solar energy: "Solar will never be the only source of electricity.barring some real breakthroughs in storage and that sort of thing" $BRK.A $BRK.B"
X Link 2024-05-04T19:23Z [----] followers, [----] engagements

"$ET doesn't trust ERCOT a lot 😂 "Energy Transfer is planning to build several . #natgas-fired electric generation facilities in Texas to . keep things running if the states grid cant" The future of AI data centers: local grid powered by natgas-fired power plants"
X Link 2024-05-10T16:49Z [----] followers, [----] engagements

""Asian #natgas LNG buyers are signing contracts linked to HH ranging between 119% and 121% + constant factor to cover liquefaction and freight costs estimated to be around $4.5/MMBtu" BUT. (bad news.)"
X Link 2024-05-13T14:32Z [----] followers, [----] engagements

"#natgas ". it confirms Gulfstream LNGs view that it has secured one of the last remaining permittable LNG export project sites on the US Gulf Coast." Daily reminder: there are almost no suitable sites left for building LNG export facilities 🚢⚓💦 A moat is emerging"
X Link 2024-05-17T17:46Z [----] followers, [----] engagements

"#natgas "Asian LNG Prices at Highest in [----] on Resilient Summer Buying" 🚢💦 📈 "Gujarat State Petroleum Corp. bought a cargo for late-June to early-July delivery to India at about $11.2 / MMBtu" And I add more to come 😉💪 Source"
X Link 2024-05-21T13:59Z [----] followers, [----] engagements

"@BlueFlameBlues @Tom_IPA Southwestern Energy 📈📈"
X Link 2024-05-24T17:56Z [----] followers, [--] engagements

"#natgas " @TellurianLNG $TELL and Aethon Energy announced a HoA for Aethon to purchase [--] MTPA of #LNG from Tellurians Driftwood LNG plant" 🔥🔥 🫡 "Todays agreements with Aethon take us several steps closer to developing the Driftwood LNG project" Source"
X Link 2024-05-29T13:51Z [----] followers, [----] engagements

"@TheTranscript_ You don't need "AI machine learning" to do that LOOL 😂😂"
X Link 2024-06-03T21:14Z [----] followers, [----] engagements

"#natgas news " @TellurianLNG $TELL is in discussions with Saudi @aramco and Woodside Energy over the two companies investing in its #LNG export project in Louisiana" 🚢⚓💦 Source (several but I post YahooFinance)"
X Link 2024-06-04T15:45Z [----] followers, [----] engagements

"@Justin_McD01 To note: the EIG investing fund is also involved with Aethon 🔥 Are all the pieces fitting together"
X Link 2024-06-04T17:55Z [----] followers, [---] engagements

"$TELL Not a friend of rumors in financial matters but w0w this one looks like pretty solid 👀 Thx. Justin for sharing 👍 Interesting way to legitimize the rumors. Driftwood LNG is happening and getting FID this year. $TELL https://t.co/XNXfcXLLuC Interesting way to legitimize the rumors. Driftwood LNG is happening and getting FID this year. $TELL https://t.co/XNXfcXLLuC"
X Link 2024-06-05T15:52Z [----] followers, [----] engagements

""Indian Oil is in talks with nearly a dozen LNG suppliers for long-term contracts . including @TellurianLNG and Abu Dhabi national Oil" 🔥🔥 $TELL one of the last available exporting projects in US and already 30% advanced in its engineering phase Yet another possible partner/customer for Tellurians DW LNG. Their momentum is insane $TELL #LNG #ONGT https://t.co/j5WK9RhLAC Yet another possible partner/customer for Tellurians DW LNG. Their momentum is insane $TELL #LNG #ONGT https://t.co/j5WK9RhLAC"
X Link 2024-06-06T13:28Z [----] followers, [----] engagements

"" @TellurianLNG sees market support for higher #natgas liquefaction fees" "We are in various stages of discussions with a broad spectrum of industry participants for over [--] MTPA of #LNG .we'd hope that we have incremental announcements later this summer and fall" 👀🔥"
X Link 2024-06-25T17:07Z [----] followers, [----] engagements

"$TELL Mr. Souki is back 🤔 Charif Souki said he plans to raise $100 million from investors to buy a stake in Tellurian the US natural gas development firm he co-founded and which fired him in December. https://t.co/QbkxTbz7jQ Charif Souki said he plans to raise $100 million from investors to buy a stake in Tellurian the US natural gas development firm he co-founded and which fired him in December. https://t.co/QbkxTbz7jQ"
X Link 2024-07-02T19:21Z [----] followers, [----] engagements

"@luo_yuehan Typical of countries with much more population than university capacity 🤷♀ The real story begins at the moment you set a foot in the labor market"
X Link 2024-07-03T15:17Z [----] followers, [----] engagements

"$TELL drama summary It's all explained in the own Woodside presentation: "Additionally our existing US presence . will simplify integration including welcoming the Tellurian team into Woodside" Tellurian BoD sells below fair price in exchange for a position in Woodside 🤦♀"
X Link 2024-07-22T15:23Z [----] followers, [----] engagements

""Goldman predicts that infrastructure investments will drive up global LNG supplies by 50% in the next five years leading to a halving of #natgas prices over the period." A rather bold statement by @GoldmanSachs 🤔 Source: https://www.investmentnews.com/industry-news/news/goldman-sees-changing-dynamic-in-the-carbon-markets-256049 https://www.investmentnews.com/industry-news/news/goldman-sees-changing-dynamic-in-the-carbon-markets-256049"
X Link 2024-08-06T20:03Z [----] followers, [----] engagements

"$LB LandBridge Company LLC oil & natgas related operations I was writing a post about the company and something happened and I lost the thread LOL 🤦♀ Sorry but now I'll make a summary:"
X Link 2024-08-11T20:48Z [----] followers, [---] engagements

"$NFE New Fortress Energy As I suspected (well in fact as I hoped 😉) the NFE guys are not dumb and want to sell the #natgas volumes from its FLNG1 in the spot market "The estimated excess value to deliver in the next [--] years COMPARED to long-term contracts." 😍"
X Link 2024-09-06T15:03Z [----] followers, [----] engagements

"$NFE New Fortress Energy "Completion of the first step of the Companys $2.7 B issuance of new senior secured notes due 2029" Financial path secured at least for the short-term ✅"
X Link 2024-11-26T13:45Z [----] followers, [----] engagements

"$NFE New Fortress Energy "Shares of NFE surged today following reports that a consortium involving the company has been selected to build a new #natgas power plant in Puerto Rico " 🔥 1/3"
X Link 2024-12-23T21:59Z [----] followers, 10.3K engagements

"#natgas 'Aethon Energy' CEO: .a lot of potential demand coming on and we know thats going to necessitate higher pricing . It probably starts with a $5 / MMBtu to bring significant development on Haynesville. The marginal basin. Needs $5 to increase production 😱"
X Link 2025-01-09T15:34Z [----] followers, [----] engagements

"#natgas fundamentals A presentation from the past year of Antero Resources $AR one of the largest producers of natgas in US Look at the breakevens for different basins and cry 😬 I think producers won't start to drill at good pace again until HH prices go (much) higher 📈"
X Link 2025-01-10T15:00Z [----] followers, 12.3K engagements

"This projection from Celsius can happen OR NOT (weather.) but if it happens we can finish the month of January with a natgas storage bordering [----] bcf vs. 5Y average which according to The natgas Master (aka The Duck @PaulSaladino7 ) would bring "fair price" to mid $6s I am now projecting weekly #natgas storage withdrawals in excess of [----] BCF for each of the next [--] weeks which has never happened before even during the Great Winters of [----] [----] or [----]. The question: can this forecast hold through the weekend https://t.co/APIEHTGoYL I am now projecting weekly #natgas storage withdrawals in"
X Link 2025-01-11T17:24Z [----] followers, [----] engagements

"@Barchart What a timming to post this today 😂😉"
X Link 2025-01-14T13:53Z [----] followers, [--] engagements

"#natgas reminders. 'Goldman Sachs': "we now don't expect US natural gas prices to reach $4/mmBtu until 2026" - Nov.26 😂😂🤡 Look at my polite reply 👇 😊😂"
X Link 2025-01-17T12:51Z [----] followers, [----] engagements

"#natgas supply Look at the Haynesville rig count 😬 The marginal basin at new recent lows (29 rigs) 😱 Tightness getting even more tight 🔥🔥 Mr. Weather helping + no increase in supply = perfect storm #HAYNSEVILLE RIG COUNT FALLS [--] TO [--] NEW CYCLE LOW #NATGAS https://t.co/cv4VfTKrII #HAYNSEVILLE RIG COUNT FALLS [--] TO [--] NEW CYCLE LOW #NATGAS https://t.co/cv4VfTKrII"
X Link 2025-01-17T18:19Z [----] followers, [----] engagements

"#natgas exports / LNG "LNG exporter Venture Global $VG cuts target valuation for US IPO to $65.3 B vs. $110.4 B earlier" LOOOL 😂😂😂 Valuation cut almost in half. Use the 'Search' function and see what I commented about the IPO 😊 Source"
X Link 2025-01-22T15:17Z [----] followers, [----] engagements

""New Fortress Energy $NFE announced the execution of a 20Y #natgas supply agreement with Energiza to provide natural gas to a [---] MW combined-cycle power plant being developed in Puerto Rico " A new year one more new contract ✅ Source"
X Link 2025-01-22T21:56Z [----] followers, [----] engagements

""Stifel analysts increased their price target on New Fortress Energy $NFE to $23.00 up from the previous $17.00 while reiterating a Buy rating on the stock" 😊👌"
X Link 2025-01-23T20:46Z [----] followers, [----] engagements

"$NFE New Fortress Energy ". is reaffirming its previously announced Q4 and year ended December [--] [----] guidance" 🔥🔥👌 Maintaining the [----] multiples fair price should be around $20/sh"
X Link 2025-01-28T18:55Z [----] followers, [----] engagements

"$NFE New Fortress Energy Privately owned investment firm 'Capital World Investors'. "increased the firm's total holdings in NFE to [--] MM shares representing a significant position in the company's equity. The acquisition was executed at a trade price of $15.12 /sh" Source"
X Link 2025-02-14T15:17Z [----] followers, [----] engagements

"@PaulSaladino7 The natgas storage can close the season in the [----] bcf or EVEN lower with an important supply-demand gap and the biggest producers ( $EQT $CRK etc.) saying LITERALLY that they won't increase production this year [----] 🔥🔥🔥"
X Link 2025-02-19T20:25Z [----] followers, [----] engagements

"#natgas But this time natgas rigs are still NOT increasing vs. what happened in year [----] with an important supply-demand gap (6 bcf/d according to analyst @PaulSaladino7 ) thx. to the new LNG demand"
X Link 2025-03-08T19:18Z [----] followers, [----] engagements

""Baker Hughes said the oil rig count rose by one to [---] this week while #natgas rigs FELL by one to [---] 📉" Already mid-March and natgas rigs not only increasing but still decreasing 🐂🐂🐂 It's going to be true that Aethon and other producers want higher prices"
X Link 2025-03-14T18:56Z [----] followers, [----] engagements

"European #natgas Vitol CEO sees the TTF range between $12 - [--] / MMBtu until next season The top end $15-17 / MM Btu would be bullish HH prices because if US prices get to near double digits there would be no displacement of LNG (natgas) to the local market 💵🫰 Vitol CEO We expect the price to probably hover here or go a little bit higher just to pull a little bit more supply toward Europe to give us the comfort that were well covered for next winter. #TTF https://t.co/2USNbdTv9n Vitol CEO We expect the price to probably hover here or go a little bit higher just to pull a little bit more"
X Link 2025-03-25T16:19Z [----] followers, [----] engagements

"@tablondanuncios 😂😂 eso son "casas" para derribar no reformar Bsicamente ests pagando el terreno urbano a sumar el derribo+desescombro 😉"
X Link 2025-04-05T18:46Z [----] followers, [----] engagements

""The CEO of Range Resources $RRC cited the faster-than-expected ramp-up at Plaquemines LNG growing power demand potential cutbacks in Permian Basin and some tightness in storage levels by the time you get to the fall season" "The #natgas fundamentals are still intact" 🔥"
X Link 2025-04-26T15:42Z [----] followers, [----] engagements

"@visegrad24 The same kind of chart for Netherlands 3rd world subsidized immigration is negative ROI"
X Link 2025-05-05T11:23Z [----] followers, [---] engagements

"#natgas "I think we're going to be firmly over $5 /MMBtu by the end of this year . and then .if they keep building those LNG facilities and data centers you could see $7-8 /MMBtu" Dan Steffens - President of Energy Prospectus Group And he's not talking about PEAKS"
X Link 2025-05-31T20:51Z [----] followers, [----] engagements

"@blondesnmoney My God it's fckg perfect 😂😂😂 The official vid for the Trump ⚔ Musk battle 😂 Did you do it You're a fckg artist 👌🫡"
X Link 2025-06-05T23:07Z [----] followers, [----] engagements

"@Mayhem4Markets The guy wasted more than $20 B in the shittyVerse imagine what means $10 MM for him"
X Link 2025-06-15T15:08Z [----] followers, [--] engagements

"Sorry guys but I have to say it: #natgas prices are right now overvalued 😬 I don't know if it's due to the conflict Israel-Iran or an anticipation of a strong demand when heat really starts but fundamentals (short-term) DON'T support current price ❌"
X Link 2025-06-17T15:32Z [----] followers, [----] engagements

"#oil Mr. Amin H. Nasser @aramco : - "Very healthy oil demand" - "1.5 MM bbl growth for Q1-2026 averaging [---] - [---] MM bbl for 2026" - "Good demand from US and CHINA" but most important "a great demand from developing countries" Saudi Aramco CEO sees global oil demand growth of [---] to [---] million barrels a day this year https://t.co/gUSjAXTDzm Saudi Aramco CEO sees global oil demand growth of [---] to [---] million barrels a day this year https://t.co/gUSjAXTDzm"
X Link 2025-07-09T14:44Z [----] followers, [---] engagements

"@volcaholic1 @elonmusk I've seen other big accounts congratulating themselves for the increase in followers and I laughed because if you have so to speak 100k and and ab increase of 10k in a week sorry pal but it's not your "good work" what caused that 😂😂"
X Link 2025-08-17T15:40Z [----] followers, [----] engagements

"Other #oil master class by the Master Here's why U.S. oil production cannot increase significantly even with WTI above $80/b. For full presentation: https://t.co/LL48ZOM6tN https://t.co/Nv702F19ob Here's why U.S. oil production cannot increase significantly even with WTI above $80/b. For full presentation: https://t.co/LL48ZOM6tN https://t.co/Nv702F19ob"
X Link 2025-08-22T16:13Z [----] followers, [----] engagements

"- Good investing thesis for $FIX Comfort Systems USA - A promising (still FAR) investing thesis for $LB LandBridge Company If things go as $NVDA Nvidia forecasts expect greater increases in AI data center construction U.S. data center construction spending rises again in July up to $41.2 billion annualized https://t.co/4LjOkyocu7 U.S. data center construction spending rises again in July up to $41.2 billion annualized https://t.co/4LjOkyocu7"
X Link 2025-09-02T20:49Z [----] followers, [---] engagements

"Yep a 5GW AI data center. OFF-GRID powered by #natgas 🔥 As comic note the company 'Pacifico Energy' says it will have too battery storage 😂😂 (ok guys) It will be located in West Texas 🤠 Permian winning again 🫡"
X Link 2025-09-04T22:53Z [----] followers, 14K engagements

"Make LNG Demand Great Again 🫡 #natgas 🦅 Plaquemines LNG just got permission to flow feedgas into Liquefaction Block [--] PDF at https://t.co/inHjxNDoNM #LNG #ONGT #NatGas #OOTT #Shale #Houston #NOLA #Louisiana https://t.co/TOZiGwwNF3 🦅 Plaquemines LNG just got permission to flow feedgas into Liquefaction Block [--] PDF at https://t.co/inHjxNDoNM #LNG #ONGT #NatGas #OOTT #Shale #Houston #NOLA #Louisiana https://t.co/TOZiGwwNF3"
X Link 2025-09-18T17:39Z [----] followers, [----] engagements

"#natgas production average for [----] will be around lows [---] bcf/d using 'Range Rerources' $RRC data -until July- and @RealGasFundies data No net increase since Nov.2024. Big storage injections due to depressed demand. But increase in LNG demand is imminent plus Winter near"
X Link 2025-09-22T22:20Z [----] followers, [----] engagements

""DRAM operating margin to nearly 70% in 2026" 😱 🔥🔥 $MU Nomura Securities: On the Memory Supercycle AI and Data Center Demand Explosion U.S. Big Tech companies are expected to continue expanding their AI server investments with traditional server capital expenditures projected to grow by about 2030% in [----]. Nomura Securities: On the Memory Supercycle AI and Data Center Demand Explosion U.S. Big Tech companies are expected to continue expanding their AI server investments with traditional server capital expenditures projected to grow by about 2030% in 2026"
X Link 2025-10-01T22:03Z [----] followers, 17.3K engagements

"'WiWynn' chairwoman Emily Hong: "AI server order visibility extends through [----] with major customers $NVDA OpenAI $ORCL $GOOGL and $META continuing to ramp up investment in AI infrastructure" "The AI arms race has ONLY JUST BEGUN" 😱🔥🔥 $NVDA AI server ODM partner WiWynn (Wistron) says AI server order visibility now stretches through [----] backlog so strong its running out of factories and racing to build more. WiWynn Chairwoman Emily Hong said yesterday that the companys current backlog of AI server orders https://t.co/BNF1zkSAWI $NVDA AI server ODM partner WiWynn (Wistron) says AI server"
X Link 2025-10-02T23:09Z [----] followers, [---] engagements

"@zephyr_z9 The 'OpenAI - AMD' deal is peak clowning to be fair. Scam Altman is pure cinema"
X Link 2025-10-06T20:35Z [----] followers, [----] engagements

"@volcaholic1 Meanwhile the real (replica) of the Santa Mara (compare them):"
X Link 2025-10-11T15:52Z [----] followers, [---] engagements

"@TitaniasRealm My God India is such an artist is something unbelievable 😭🥹"
X Link 2025-10-24T18:35Z [----] followers, [---] engagements

"@rossiadam All the energy companies are cheap or relatively cheap Adam. Even the natgas pure play $EQT is a good buy. I'd recommend you because I OWN it: $FANG 25% natgas and the rest oil (near 40% op. margins). Good too $AR "
X Link 2025-10-28T20:20Z [----] followers, [----] engagements

"Houston we have a #natgas (supply) problem $AR expects an increase in natgas demand of about [--] bcf/d by year [----] 🔥🔥📈 but 'RBN Energy' sees much less increase in supply (around [--] bcf/d) 😱 Huge tightening ahead"
X Link 2025-10-30T21:57Z [----] followers, [----] engagements

""It also reflects a judgment that advanced heterogeneous integration packagingconnecting substrates to dies and dies to diesis needed not only for HBM but ALSO for system semiconductors" - Samsung Hybrid-bonding is the next step $AMAT $BESI Samsung Eyes Diversification of TC Bonder Supply Chain In Discussions with ASMPT Samsung Electronics has begun efforts to diversify its supply chain for thermo-compression (TC) bonders used in high-bandwidth memory (HBM) and 3D packaging. Attention is now focused on whether https://t.co/G6x6v25g1T Samsung Eyes Diversification of TC Bonder Supply Chain In"
X Link 2026-01-21T19:32Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing