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@BeenThereCap Avatar @BeenThereCap ₿ΞΞnThereDoneThat Capital 賢い

₿ΞΞnThereDoneThat Capital 賢い posts on X about $sg, stocks, ai, $plug the most. They currently have XXXXX followers and 1978 posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence finance stocks technology brands cryptocurrencies countries nfl social networks

Social topic influence $sg #45, stocks #3197, ai, $plug #64, $glo, $ccj, $wulf, $googl, balance sheet, all the

Top accounts mentioned or mentioned by @conorsen @hkuppy @toiletkingcap @winsteadscap @compound248 @rampcapitalllc @apkramar @johnhempton @jebus @cornelialake @bonecondor @buccocapital @hedgedirty @praisekek @hedgefundgirl @mattlevine @patio11 @dampedspring @mike59655549 @niccarter

Top assets mentioned Sweetgreen, Inc. (SG) Plug Power, Inc. (PLUG) Cameco Corporation (CCJ) TeraWulf Inc. (WULF) Alphabet Inc Class A (GOOGL) Freeport-McMoRan Inc (FCX) NuScale Power Corporation (SMR) Scorpio Tankers Inc. (STNG) FUNtoken (FUN) Palantir (PLTR) NVIDIA Corp. (NVDA) Sable Offshore Corp. (SOC) MemeCoin (MEME)

Top Social Posts #

Top posts by engagements in the last XX hours

"$PLUG: Filled That Gap (Side note: I bear-post a lot about $PLUG and $SMR and not much about others because among all stocks with $1B+ market caps I am most confident that those two businesses are zeros.)"
X Link @BeenThereCap 2025-10-22T14:39Z 8798 followers, 4685 engagements

"Earlier I posted an example of how even home contractors will be made partially obsolete by either AI or by competitors who use AI better than them even though a human being needs to come to your house and fix physical things. I just found a similar niche: bicycle repair shops"
X Link @BeenThereCap 2025-11-03T22:49Z 8799 followers, 1225 engagements

"As $GLO celebrates its latest in a long series of stock offerings I check its stock price's performance since I bought my $CCJ and find the gap now tops XXX percentage points. Some smart & knowledgeable investors were recommending $GLO as the best #uranium play back then"
X Link @BeenThereCap 2025-10-23T16:14Z 8792 followers, 2750 engagements

"$WULF announces another big data center buildout deal the first one at a location other than its Lake Mariner site in upstate NY: *51% JV with Fluidstack (its prior partner) *168Mw (increases $WULF's total MW by 49%) *$9.5B in revenue over XX years *Abernathy TX 1/2"
X Link @BeenThereCap 2025-10-28T12:55Z 8800 followers, 1617 engagements

"*Lease obligations are backstopped by Google (so the project's debt financing will be cheaper) *Exclusive rights with Fluidstack to do a second 168Mw buildout $WULF stock is +8% on the news should be more like XX% and may be by end of day. 2/2"
X Link @BeenThereCap 2025-10-28T12:55Z 8794 followers, 2364 engagements

"Every earnings call ever for a tanker company with a strong balance sheet (currently $STNG): Q: What are you going to do with the cash Buy ships buy back stock higher dividend A: We won't tell you Q: When do buybacks "enter the equation" A: Buybacks are always. 1/2"
X Link @BeenThereCap 2025-10-30T13:47Z 8793 followers, XXX engagements

"Today's viral first-ever photo of a white Iberian Lynx. My entire family agrees: The face XXX% looks like it was taken from the cover art for a scifi/fantasy book or video game"
X Link @BeenThereCap 2025-10-30T19:33Z 8794 followers, 4168 engagements

"10 years ago I was deep into the satellite communications industry. It seemed clear that then-nascent/not-launched LEO constellations would crush the legacy GEO businesses. It was NOT AT ALL clear that Starlink would completely crush all the other LEO hopefuls. Truly amazing"
X Link @BeenThereCap 2025-10-31T14:24Z 8793 followers, 1864 engagements

"Serious questions on the $CCJ-Westinghouse deal: X. Isn't $80B of build commitments roughly X AP1000 reactors with 5Gw of capacity X. How many Gw of capacity of firm buy commitments to SMR designers has already been announced Much more than X right 1/2"
X Link @BeenThereCap 2025-10-28T15:27Z 8800 followers, 1791 engagements

"Takeaways: This is legitimately a "huge" deal for $CCJ and Westinghouse but is less-than-huge for the broader #nuclear & #uranium mining industries other than as a signal of potential future government action. And we get government PR with those signals almost every day. 2/2"
X Link @BeenThereCap 2025-10-28T15:27Z 8799 followers, XXX engagements

"$FCX's stock price has held up well because X. The rest of the company's production does benefit from the higher prices X. Most $FCX shareholders take the long-term view. Even a full-year mine closure doesn't change the intrinsic value much X. ETF-driven inflows into the stock"
X Link @BeenThereCap 2025-10-29T18:09Z 8796 followers, XXX engagements

"This morning I pondered whether and when to buy $SG stock. On one hand $SG's cost-structure / price-elasticity problems are probably not ever solveable by its Infinite Kitchens rollout or by anything else. 1/5"
X Link @BeenThereCap 2025-10-31T13:18Z 8799 followers, 1835 engagements

".and then the stock fell XX% again to new lows and has never recovered. Part of the answer lies in what type of investor you are: Are you better at picking inflection points and narrative changes or are you better at discerning "true" long term business values 4/5"
X Link @BeenThereCap 2025-10-31T13:18Z 8799 followers, XXX engagements

"$SG bagholders still grumbling "hey where's my WallStreetBets struggling-restaurant-stock pump""
X Link @BeenThereCap 2025-10-23T17:54Z 8797 followers, 1820 engagements

"After no posts for X months in the last XX hours I posted on: lampreys Kelce/$FUN NYT/East Wing behavioral economics bitcoin/quantum computing/Schiff coffee prices $GLO tech biz honeypots/Zuck Trump pardons stock bubbles Adams-Cuomo endorsement Ackman $SG Ken Burns I have/had:"
X Link @BeenThereCap 2025-10-23T21:38Z 8797 followers, 1365 engagements

"TRUMP: SECONDARY TARIFFS ON ANY RUSSIAN OIL BUYERS IF NO CEASE-FIRE IN XX DAYS I bet you a skillion imaginary TrumpBucks on the parlay: Before Aug.10 - *Russia will not agree to a cease-fire AND *The US will not put XX% extra tariffs on China based on its Russian oil purchases"
X Link @BeenThereCap 2025-07-29T18:56Z 8797 followers, 2137 engagements

"I'm the latter; I should probably never buy $SG. If you're the former maybe buy $SG. But not now. You have to wait for improvement to start or at least be in clear sight else you might buy several years too early. 5/5"
X Link @BeenThereCap 2025-10-31T13:18Z 8797 followers, XXX engagements

"This poll was a trick question. It entirely depends on the definition of "surprising." If it's measured from before Indiana's breakthrough 2024 season (they were ranked #7) Indiana is clearly the bigger surprise. If measured from X months ago Penn State is the bigger surprise"
X Link @BeenThereCap 2025-11-03T13:34Z 8797 followers, 1248 engagements

"The "extra" Obamacare insurance premium subsidies may be the most vivid example I have ever seen. They were enacted during Covid as part of an "emergency" multi-$trillion stimulus package allegedly to help households hurt by the pandemic. 2/5"
X Link @BeenThereCap 2025-11-03T16:02Z 8798 followers, XXX engagements

"Very niche humor. It's barely even humor. The ticker is $FCX"
X Link @BeenThereCap 2025-10-29T17:34Z 8798 followers, 2222 engagements

"He does an equally good job showing that the Democrats are making this mistake in 2025. I think hes wrong to assume theres much hope for Democrats acting differently before they endure at least one more electoral rebuke. The forces driving their denial are too strong. 2/2"
X Link @BeenThereCap 2025-11-02T14:34Z 8798 followers, 1639 engagements

"A foundational tenet of fiscal policy analysis is that any government benefit no matter how "temporary" it's initially called becomes near-permanent because it is nearly impossible for politicians to take it away over the screams of the benefitted and the chattering class. 1/5"
X Link @BeenThereCap 2025-11-03T16:02Z 8797 followers, 1150 engagements

"As a test I asked an AI: Q: Why are stock indexes down X% today A: "weakness in the technology sector following mixed corporate earnings." Specifically $PLTR & $NVDA are down Q: Why are $PLTR & $NVDA down A: "Profit-taking" extreme valuation AI bubble fears So no catalyst"
X Link @BeenThereCap 2025-11-04T14:27Z 8799 followers, 1236 engagements

"The stock of my favorite permanently-hopeless-business short $PLUG is continuing its retrace of the super-pump from early October. Now firmly below the gap-fill. Some minor support at $XXXX (-21% from here) then nothing until $XXXX (-50% from here)"
X Link @BeenThereCap 2025-10-28T20:45Z 8799 followers, 2702 engagements

"I covered my final tranche of my $SG short on May XX at $XXXXX. The price is now -XX% from there with the S&P XXX up XX% from then. I covered other tranches higher. All were quite profitable - but still wow. Sometimes your investment thesis can really really really run"
X Link @BeenThereCap 2025-10-30T11:56Z 8798 followers, 4133 engagements

"$SG was $XX two years ago. I genuinely wonder how many investors rode it all the way up to $XX and all the way back down to today's $X. There were some smart investors with lots of due diligence still pumping it in the $30s. They had heard but didn't believe the downside risks"
X Link @BeenThereCap 2025-10-30T19:41Z 8798 followers, 1196 engagements

"Which is more surprising: Indiana football the Big Tens doormat for XXX years through 2023 (holds most NCAA D-1 records for most-losingest) is currently ranked #1 or #2 in every major poll/ranking Penn State (#2 pre-season) will likely be 0-6 in Big Ten play after next week"
X Link @BeenThereCap 2025-11-01T17:07Z 8798 followers, 2245 engagements

"Sam Darnold Joe Flacco and Aaron Rodgers are all killing it since leaving the NY Jets but Zach Wilson is still a benched backup QB. So Jets fans can take heart: Their QB woes aren't always due to bad coaching and bad supporting players. Sometimes it's just a bad draft choice"
X Link @BeenThereCap 2025-11-03T13:50Z 8799 followers, XXX engagements

"$BXC ($500m mkt cap) acquires a smaller distributor for $88m net cash. This is their 1st acq'n in X years and only the 2nd in X years. They should do X more ASAP. They have the balance sheet capacity and we're X years into an industry down-cycle; valuations won't get much better"
X Link @BeenThereCap 2025-11-03T14:06Z 8799 followers, 1642 engagements

"I now see @agnostoxxx has pointed out that this insight is already Financial-Times-front-page-level consensus:"
X Link @BeenThereCap 2025-11-03T16:51Z 8798 followers, 1294 engagements

"The first sentence of a prominent investing pitch for $SOC precisely a month ago: "A chance to double your money in a few weeks with STRONG DOWNSIDE PROTECTION" (emph. added). I looked. I passed. The stock is -XX% in a month mostly for reasons other than why I passed"
X Link @BeenThereCap 2025-11-03T17:58Z 8799 followers, 3015 engagements

"Holy DIY Batman. This was so much better than my searching on Google or YouTube (which I'm good at doing for DIY tasks). It was far faster to query and it immediately gave me results that were perfectly tailored for my needs comprehensive yet concise and well-organized"
X Link @BeenThereCap 2025-11-03T22:49Z 8798 followers, XXX engagements

"I'd say AI passed the test. It is scanning for what many analysts and talking heads are saying this morning. None of them have a concrete direct catalyst for today. But the generic longer-term reasons are valid and sometimes hit stocks on a day without needing a direct catalyst"
X Link @BeenThereCap 2025-11-04T14:30Z 8798 followers, XXX engagements

"LOL the $MEME ETF is up X% off its bottom from XX minutes ago (-7.5% to -0.8%); many individual stocks I watch are similar. If there's no real catalyst for a huge drop in momo stocks there need not be a catalyst for a sharp bounce-back"
X Link @BeenThereCap 2025-11-04T15:00Z 8799 followers, XXX engagements