@Benodette4 Avatar @Benodette4 Ben’s Investor log

Ben’s Investor log posts on X about $cifr, $hive, $btc, level 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 finance 100% stocks 72% cryptocurrencies 38% technology brands 7% countries 2% exchanges 1% automotive brands 1%

Social topic influence $cifr #43, $hive 28%, $btc 12%, level 9%, $asts 8%, $jd 8%, $hims 8%, up to 6%, $oscr 6%, breakout 6%

Top accounts mentioned or mentioned by @thelonginvest @kratos_harmony @kratosharmony @hivedigitaltech @mikealfred @wannabefresh @alicemiax @bay_area_sam

Top assets mentioned Cipher Mining Inc. Common Stock (CIFR) Hive (HIVE) Bitcoin (BTC) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Hims & Hers Health, Inc. (HIMS) Oscar Health, Inc. (OSCR) Novo-Nordisk (NVO) Grab Holdings Limited Class A Ordinary Shares (GRAB) Iris Energy Limited (IREN) Microsoft Corp. (MSFT) UnitedHealth Group (UNH) CoreWeave, Inc (CRWV) Opendoor Technologies Inc Common Stock (OPEN) 2131KOBUSHIDE (21) Ethereum (ETH) Eli Lilly and Company (LLY) Alphabet Inc Class A (GOOGL) Morgan Stanley (MS) Born in [--] (19) iShares BTC Trust (IBIT) Constellation Energy Corp (CEG) Robinhood Markets, Inc. (HOOD) Strategy (MSTR) Mario Coin (COIN)

Top Social Posts

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

"Bought another [---] shares of $HIVE @ $2.72 Total Shares: [----] Know what you own and know what it's worth. DCA it"
X Link 2026-01-30T14:39Z [---] followers, [---] engagements

"My holdings today: $CIFR -16% $ASTS -12% $HIVE -7% Accounts for 50% of portfolio"
X Link 2026-02-04T16:59Z [---] followers, [---] engagements

"Sold [--] Shares of $JD at a 5.9% loss (tiny position) Sold [---] shares of $GRAB at a 13.3% loss Cleared out all of my less convicted plays. This move is all above margin position. Before selling I have $2800 in margin and I allow myself up to $3000. Now I only have $775 in margin which I can easily cover. Stay save out there and remember risk assets roll over before the indexes. And when the indexes roll over it will reset everything. https://twitter.com/i/web/status/2019487732876140993 https://twitter.com/i/web/status/2019487732876140993"
X Link 2026-02-05T19:06Z [---] followers, [---] engagements

"All of the hyper scalers like $IREN and $CIFR are going to get destroyed in this downturn and likely become incredible buying opportunities"
X Link 2026-02-05T22:45Z [---] followers, [---] engagements

"I sold my $NVO yesterday when I should have sold my $HIMS Should've seen a lawsuit incoming with that one"
X Link 2026-02-06T14:41Z [---] followers, [---] engagements

"$HIVE posted January monthly BTC production BTC Production: [---] BTC per/Day: [---] $HIVE also secured $7.4M in value tied to [---] BTC via cashless exercises from $102000- $110000 BTC. They also pushed back deadlines on the rest of the contract so they are not forced to sell. They also secured a downside protection with partial hedges. This behavior is more in likes of a crypto treasury than just a pure miner. This is a great thing to see with keeping BTC on the balance sheet. https://twitter.com/i/web/status/2019798175326884300 https://twitter.com/i/web/status/2019798175326884300"
X Link 2026-02-06T15:39Z [---] followers, [---] engagements

"@kratos_harmony @HIVEDigitalTech Looks like hashrate and BTC per day took a slight hit in January due to extreme cold at its Canadian facilities. Its north and south hemisphere mix of miners is a great benefit to hold stable in extreme conditions"
X Link 2026-02-06T15:58Z [---] followers, [--] engagements

"$CIFR strong again today with Morgan Stanley initiating coverage with an overweight and sets price target at $38. Highlights demand for "time to power' and potential for REIT-like valuations with stable long-term cash flows. Notes that data centers natural investors are those to the likes of infrastructure investors rather than bitcoin investors. https://twitter.com/i/web/status/2020883922230395147 https://twitter.com/i/web/status/2020883922230395147"
X Link 2026-02-09T15:34Z [---] followers, [--] engagements

"$UNH with an inverse head and shoulders targeting $295 Bought [--] share @ $277.37 Total Shares: 5"
X Link 2026-02-09T15:51Z [---] followers, [---] engagements

"The biggest difference is that $IREN buys all GPUs and in $CIFR's deals they do not. $CIFR will have lower capex due to that. $CIFR also has 10+ year deals while the $IREN/ $MSFT deal is [--] years. Similar ITT loads and similar pipelines. Although $IREN has a higher revenue per MW it is riskier with potential GPU write downs and less stable cash flows compared to $CIFR. IREN is $CRWV style and $CIFR is more $EQX style"
X Link 2026-02-09T16:23Z [---] followers, [---] engagements

"I was down 33% around the lows of $CIFR and am now green again. Wish I got more buys on this to lower cost average but I was strapped for cash. Off to ATHs now"
X Link 2026-02-09T17:43Z [---] followers, [---] engagements

"Bought another [--] shares of $OSCR @ $12.00 Total shares: 70"
X Link 2026-02-10T11:16Z [---] followers, [---] engagements

"$OSCR reports 4th quarter earnings Revenues: $2.8B Medical expense ratio: 95.4% Net income: $-352M Membership: 3.4M FY [----] earrings Revenues: $11.7B Medical expense ratio: 87.4% Net income: 443M [----] financial guidance Revenue: $18.7B - $19B Medical expense ratio: 82.4% - 83.4% SG&A expense ratio: 15.8% - 16.3% Earnings from operations: $250M - $450M Was a tough quarter for Oscar but look to turn things around in [----]. Medical expense ratio was the weighting factor on the company this year and they look to lower that in [----]. A lot of it will be up to management and how this earnings call"
X Link 2026-02-10T11:26Z [---] followers, [---] engagements

"I ran some numbers on $OSCR [----] guidance Here is my Analysis: Assumptions: -low end revenue: $18.7B - High end Medical Loss Ratio: 83.4% - High end SG&A Expense Ratio: 16.3% - $35M in Depreciation & Appreciation current P/S 0.26x putting market cap at 3.05B using that multiple with [----] revenue puts market cap at $4.86B (+59.5%) I believe with a push back to profitability that multiple will expand to 0.4x putting [----] market cap at $7.48B (+146%) Looking at Earnings from Operations using my assumptions Earnings from Operations is $333M or slightly under the midpoint of guidance. From here I"
X Link 2026-02-10T17:30Z [---] followers, [--] engagements

"$OPEN might look for that $4.47 gap. If so I am loading up"
X Link 2026-02-10T20:39Z [---] followers, [---] engagements

"Another [--] shares of $OPEN @ $4.51 Total shares:150"
X Link 2026-02-12T14:55Z [---] followers, [---] engagements

"If $OSCR closes above $14.32 to end the week it will have put in a bullish ingulfing candle which will help push it towards its [---] DMA and 50WMA around $16"
X Link 2026-02-12T15:11Z [---] followers, [--] engagements

"$CIFR looks ready to go. $19 is next"
X Link 2026-02-13T14:57Z [---] followers, [---] engagements

"Also looking at a potential three bar reversal on the daily in both $BTC and $ETH if they can close above $68801 and $2021.6 This would likely be the start to push back into the mid $80000s and $2700s. $BTC looking to push to that $74000-$76000 zone this weekend. https://t.co/2NHPmynqiz $BTC looking to push to that $74000-$76000 zone this weekend. https://t.co/2NHPmynqiz"
X Link 2026-02-13T15:50Z [---] followers, [--] engagements

"Bought [--] contracts of $CIFR 2/20/2026 $18 calls @ $0.74 Looking for a push up to $18.75 next week"
X Link 2026-02-13T16:53Z [---] followers, [---] engagements

"@mikealfred Top [--] Holdings: $CIFR 30.56% $IBIT calls 21.69% (different strikes) $IREN 14.95% $CEG 7.28% $CEO 5.56%"
X Link 2026-02-13T19:23Z [---] followers, [----] engagements

"Well I called that one on $CRWV Call is up $100 since I sold it. Can't win them all Sold out of my $CRWV call @ $2.00 Lost: $125 Doesn't look like it'll break today. Usually when I sell for a loss it does rip. Sold out of my $CRWV call @ $2.00 Lost: $125 Doesn't look like it'll break today. Usually when I sell for a loss it does rip"
X Link 2026-01-09T15:40Z [---] followers, [---] engagements

"$HIVE is slept on. The next $IREN and $CIFR"
X Link 2026-01-09T16:02Z [---] followers, [---] engagements

"$JD breaking out today. Looking for $31 then $32 for the breakout of the wedge on the weekly"
X Link 2026-01-12T15:40Z [---] followers, [--] engagements

"$HIVE is holding strong over $3 and looking for $3.50 by the end of the month which is the [---] WMA and 50DMA is around $3.40. Earnings are on February 17th and I think we could push above $4 with some HPC news I think we will get"
X Link 2026-01-12T15:42Z [---] followers, [--] engagements

"$CIFR putting in support on that [-----] fib level after tapping the [---] fib level back in November and December. Looking for a push up to $20 to confirm the breakout of the wedge on the daily which is also the [-----] fib level"
X Link 2026-01-12T15:44Z [---] followers, [---] engagements

"$HIMS looking to find some support after filling the gap from late April. Looking for it to test the 50DMA and the [---] 4HR EMA around $37"
X Link 2026-01-12T15:53Z [---] followers, [--] engagements

"$HOOD setting up for a bullish engulfing candle today as long as it closes above $117. If confirmed we should see it test the $124 resistance level. If we can flip that resistance level to support I think we run to fill the daily gap around $133"
X Link 2026-01-12T15:56Z [---] followers, [--] engagements

"@TheLongInvest $HIMS putting in a hammer currently $OSCR above the [--] and [---] DMA $JD strong bounce out of the two-month accumulation $GRAB still in its accumulation zone Love them all $HIMS and $JD are next up"
X Link 2026-01-12T16:19Z [---] followers, [---] engagements

"$HIVE and $CIFR pushing above their recent consolidation zones. See if we can hold. $BTC looking for a push into the $93000s today"
X Link 2026-01-13T14:33Z [---] followers, [---] engagements

"$HIVE announced a Tier [--] data center in Paraguay. The first AI purposed built data center in the country"
X Link 2026-01-13T15:05Z [---] followers, [--] engagements

"$HIVE tested those highs from mid-November after the big drop. Looks like we have some work/consolidation to do yet in the mid to low $3s"
X Link 2026-01-13T15:20Z [---] followers, [--] engagements

"$HIVE at the [--] DMA and the 4HR [---] EMA. At its fight zone. Would like to see consolidation here and another push up from here"
X Link 2026-01-13T15:47Z [---] followers, [--] engagements

"Portfolio is very mixed today $ASTS and $METW holding me down and $HIVE and $CIFR offsetting those losses. Pretty much even as of now"
X Link 2026-01-13T16:02Z [---] followers, [---] engagements

"Added [--] more $HIMS @ $32.40 Total Shares: 45"
X Link 2026-01-13T17:42Z [---] followers, [---] engagements

"$MSTR and $COIN starting to look really nice. Holding $COII in the Roth but I have had enough with these two. $HIVE and $CIFR are my $BTC exposure"
X Link 2026-01-13T19:23Z [---] followers, [---] engagements

"$HIVE thoughts: Earnings February 17th I expect total revenues of $88M BTC revenue and $5.5M HPC revenue total $93.5M for Q4 or company Q3 [----]. Did some number crunching using company guidance for calendar year [----]. Company guides EOY [----] BTC ARR of $550M and HPC ARR of $140M. Calendar [----] BTC revenues of $484.4M Calendar [----] HPC revenues of $70M Calendar Year total revenues of $554.4M Using a 3.76X P/S and the last outstanding shares of 228M MY EOY [----] PT: $9.14 All ARRs are subject to changes with BTC prices and HPC rental rates. I believe Both are likely going up this year and that"
X Link 2026-01-13T20:40Z [---] followers, [---] engagements

"Sold [--] shares of $METW @ $33.22 for a $21% loss and bought [--] shares of $CIFR @ $18.23 and have an order for [---] shares of $HIVE @ $3.50 I have decided diversification is my enemy along with Roundhill ETFs. Conviction is the name of the game I plan on adding more $CIFR and $HIVE on pull backs. https://twitter.com/i/web/status/2011187264622334457 https://twitter.com/i/web/status/2011187264622334457"
X Link 2026-01-13T21:23Z [---] followers, [---] engagements

"BTW I moved my $HIVE order to $3.55 and got filled earlier. Up to my goal of [----] shares. Buckle up the ride is about to begin. Sold [--] shares of $METW @ $33.22 for a $21% loss and bought [--] shares of $CIFR @ $18.23 and have an order for [---] shares of $HIVE @ $3.50 I have decided diversification is my enemy along with Roundhill ETFs. Conviction is the name of the game I plan on adding more $CIFR and Sold [--] shares of $METW @ $33.22 for a $21% loss and bought [--] shares of $CIFR @ $18.23 and have an order for [---] shares of $HIVE @ $3.50 I have decided diversification is my enemy along with"
X Link 2026-01-13T23:15Z [---] followers, [---] engagements

"Good morning Crypto pulled back of those tops but looking to bounce. See if we can test $98000s today in $BTC. Looking for $HIVE to test the $3.80 level which is the last high from mid-November and also the [-----] fib level. Yesterday's announcement of Tier [--] data center in Paraguay is big for the company with an established base already there along with the very cheap energy they can take advantage of compared to the US or Canada. This will help push margins up when in operation. https://twitter.com/i/web/status/2011444623156092931 https://twitter.com/i/web/status/2011444623156092931"
X Link 2026-01-14T14:25Z [---] followers, [--] engagements

"$CIFR closed above both the 4HR [---] EMA and the 50DMA yesterday. Would like to see it close above again today then a push towards $20 is in store. Keep in mind the daily RSI on $CIFR broke out of its downtrend along with bouncing off of a retest. Buckle in ATHs incoming"
X Link 2026-01-14T14:29Z [---] followers, [---] engagements

"That $CRWV call I sold last Friday still haunting me. Up 300% since I sold"
X Link 2026-01-15T14:49Z [---] followers, [--] engagements

"Another step towards $150 and beyond. Looking to become my first 10x company in my portfolio. I first bought $ASTS back in October of [----] and have not sold a single share. I truly believe in this company and will be apart of the space mob for the long-term. $1000 is my goal for this company but I believe we could go even higher. $ASTS: 🚨 GOLDEN DOME UNLOCKED - AST SPACEMOBILE SELECTED AS PART OF MISSILE DEFENSE AGENCY'S THIRD TRANCHE "SCALABLE HOMELAND INNOVATIVE ENTERPRISE LAYER DEFENSE (SHIELD)" Following the initial tranche of [----] awards announced December [--] [----] and the second tranche"
X Link 2026-01-16T02:52Z [---] followers, [---] engagements

"The turnaround begins. $NVO is highly undervalued compared to its competitor $LLY and is now just as effective as Mounjaro. $NVO currently has $16B in net profit $LLY currently has $18B in net profit $NVO current P/E ratio is 15.4x $LLY current P/E ratio is 54x $NVO is close to a trillion dollar company currently at $250b market cap. $NVO - High dose Wegovy (7.2mg) approved by the British health regulator for patients with obesity. This allows Novo Nordisk to market Wegovy as being just as effective as Mounjaro removing a major reason why patients or doctors might have switched in the first"
X Link 2026-01-16T11:28Z [---] followers, [----] engagements

"$HIVE and $CIFR doing what I thought they would on Tuesday after both broke above their [--] DMA and 4HR [---] EMA. They are both slowly trending down along those lines and consolidating for a push higher"
X Link 2026-01-16T14:39Z [---] followers, [---] engagements

"$GRAB bouncing nicely of the .5 Fib level. We'll see if we can hold onto that. I could see us fall to the .618 fib level but a lot of it comes down to investor sentiment on the stock. Either way I will buy more at $4 if we get there. This is another undervalued company that can easily double. https://twitter.com/i/web/status/2012173532847915303 https://twitter.com/i/web/status/2012173532847915303"
X Link 2026-01-16T14:42Z [---] followers, [---] engagements

"$HIVE and $CIFR looking to break above this week's consolidation"
X Link 2026-01-16T16:03Z [---] followers, [---] engagements

"$CIFR breaking out. Up 10% $HIVE and $CIFR looking to break above this week's consolidation $HIVE and $CIFR looking to break above this week's consolidation"
X Link 2026-01-16T16:49Z [---] followers, [--] engagements

"$HIVE breaking out once again and aiming for the [-----] fib level after bottoming out at the .776 fib level back in late December and early January. Still targeting $9 by EOY with $BTC at $150K"
X Link 2026-01-16T19:04Z [---] followers, [---] engagements

"$CIFR broke out today above its downward consolidation over the week up to that .236 fib level like I expected. Now we look for a push over $21 then ATHs at $25.50. Keep in mind it also broke out on the daily in both price and RSI making this a strong breakout. EOY PT: $45"
X Link 2026-01-16T19:16Z [---] followers, [----] engagements

"@TheLongInvest I like it. Data center/ law enforcement/ real life use"
X Link 2026-01-16T20:34Z [---] followers, [----] engagements

"Ending the week +3.46% with a low of -2.31% and a high of +4.08%. YTD +13.49% Truly grateful for X and the time I have put into research and conviction/action"
X Link 2026-01-16T22:35Z [---] followers, [--] engagements

"I had to do a big reality check about [--] months ago on this and decided I need to transition out of Roundhill ETFs and it definitely hurt. I decided to switch into a value/growth portfolio where I owned undervalued strong companies as well as up and coming companies I researched and believed in. I choose high yield is not a place I belong in and made the switch. I wanted high yield to work but as a 22-year-old there is better spots for me to be in and better spots I understand. This has been working out so far but there is no guarantee. https://twitter.com/i/web/status/2012294981117968516"
X Link 2026-01-16T22:44Z [---] followers, [---] engagements

"Looking to buy $CIFR $30 June calls and $40 January [----] calls when market opens Tuesday. Could not be more convicted on a chart and company"
X Link 2026-01-17T01:42Z [---] followers, [---] engagements

"Looking at $CIFR revenues today and how they will evolve going into this year and next year with the Amazon and Google deal. Using a steady BTC revenue from Q3 [----] of $72M per quarter and expected revenues from Amazon and Google [----] is the first full year of both Amazon and Google deal [----] Total Revenue: $210M (all BTC) [----] Total Revenue: $515M (Amazon deal starts in August. Google deal starts in October) [----] Total Revenue: $954M Expected total Cost of Amazon and Google deals: $3B- $3.7B Amazon deal pays for itself in 4-5 years Google deal pays for itself in 5-6 years Expected contract"
X Link 2026-01-19T16:42Z [---] followers, [---] engagements

"Going to Pin this for all of [----]. Come back and check if I am right. EOY [----] Price Targets for currently owned stocks: $ASTS $140 $HIVE $9 $CIFR $45 $HIMS $52 $JD $40.80 $GRAB $7 $NVO $80 $OSCR $25 $UNH $440 At my current allocation across the portfolio If all my price targets are hit that would bring me up to 107% gain for the year. Now this will likely not happen as I will be adding capital throughout the year so it will not translate perfectly. I do expect my price targets to hit. Reminder that a [----] price target does not mean I think at the end of the year all these stocks will be at"
X Link 2026-01-19T23:37Z [---] followers, [---] engagements

"Bought [--] shares of $HIMS @ $30.60 Total shares [--] Waiting for $CIFR and buying [--] in each individual and Roth account"
X Link 2026-01-20T01:07Z [---] followers, [---] engagements

"@wannabefresh This is the first time I have seen my portfolio down 3+% and been happy about it. Wow what a feeling and blessing to get companies I believe in cheaper"
X Link 2026-01-20T01:24Z [---] followers, [---] engagements

"Good morning Great way to open up the markets with some dip buying Remember ever other tariff cycle we have had over the last year. Immediate fear dip buyers come in tariffs get reduced or postponed and we head higher"
X Link 2026-01-20T13:26Z [---] followers, [--] engagements

"$NQ bullish RSI divergence. See if it can hold and go higher"
X Link 2026-01-20T14:29Z [---] followers, [--] engagements

"Looking for $17.30 in $CIFR"
X Link 2026-01-20T14:33Z [---] followers, [--] engagements

"Got filled for [--] shares of $CIFR @ $17.30 in both Individual and Roth accounts. Total individual shares: [---] Total Roth shares: 60"
X Link 2026-01-20T14:35Z [---] followers, [---] engagements

"@Alice_MiaX Got [--] Shares of $CIFR at the bottom. Slowly switching that mindset from fear to excitement"
X Link 2026-01-20T16:02Z [---] followers, [---] engagements

"Hit that first target. See if we can hold those last highs. $ASTS with a triple top looks to be targeting the daily gap @ $105 and potentially down to $95. Should be getting a launch date at any moment and it is looking more and more likely the launch will be in early to mid-February $ASTS with a triple top looks to be targeting the daily gap @ $105 and potentially down to $95. Should be getting a launch date at any moment and it is looking more and more likely the launch will be in early to mid-February"
X Link 2026-01-21T16:38Z [---] followers, [--] engagements

"$JD weekly chart. Would like to see a breakout soon to the [---] WMA(Blue)"
X Link 2026-01-22T14:38Z [---] followers, [---] engagements

"$HIVE and $CIFR bouncing nicely. $CIFR went and bounced off the [-----] fib level again. $HIVE bouncing off the [---] DMA"
X Link 2026-01-23T15:42Z [---] followers, [---] engagements

"$JD finding support today on both the 4HR [---] EMA as well as the [--] DMA. A nice triple bottom as well. Next stop is $32s where both the [---] DMA and the [--] WMA are at. Revenue growth YOY currently at 15.8% with total gross margin increasing 20% YOY. Gross margin as a % increased 0.6% YOY. I look at this company as the Chinese Amazon. https://twitter.com/i/web/status/2014748527453200501 https://twitter.com/i/web/status/2014748527453200501"
X Link 2026-01-23T17:14Z [---] followers, [---] engagements

"$HIVE and $CIFR continue their accumulation on the 4HR [---] EMA and the [--] DMA. Waiting for the pop"
X Link 2026-01-21T14:57Z [---] followers, [---] engagements

"Bought [--] contract of $HIVE 1/21/2028 $3 call @ $1.75 Looking to buy more if we go lower. Looking to exercise these at some point"
X Link 2026-01-26T16:41Z [---] followers, [---] engagements

"$BTC is screaming $85500. Hopefully it puts in a new low with a bullish RSI divergence then pushes back to $90000. Hard market to predict in the short term. Not looking good on the LT charts. Weekly screams $70000s but often there are false structures. The weekly setup reminds me of the start of [----]. https://twitter.com/i/web/status/2016161496351244761 https://twitter.com/i/web/status/2016161496351244761"
X Link 2026-01-27T14:48Z [---] followers, [--] engagements

"Crazy move on $UNH today with Medicare expected to be roughly flat rates this year along with earnings this morning coming in under expectations as well as a bad outlook. Revenues this year are expected to decline compared to [----]. I do think this is a great buy point with it in the daily gap. $275 is the bottom of that gap. https://twitter.com/i/web/status/2016162766017413386 https://twitter.com/i/web/status/2016162766017413386"
X Link 2026-01-27T14:53Z [---] followers, [---] engagements

"$CIFR breaking out of its short-term downtrend up 5% today. still in the range that started at the beginning of the month from $16-$20. Still waiting on a break above $20"
X Link 2026-01-27T15:20Z [---] followers, [--] engagements

"$CIFR what a day up 10%. Currently breaking out of a 1HR RSI downtrend and testing the downtrend in price. We either deny or push to $20. $16.50 has become a nice support zone"
X Link 2026-01-27T19:56Z [---] followers, [---] engagements

"$ASTS finding some legs this afternoon. Wedge or RSI breakout"
X Link 2026-01-27T20:10Z [---] followers, [---] engagements

"$JD ready to pop to $30.50"
X Link 2026-01-28T14:55Z [---] followers, [---] engagements

"Looking for a retest of the breakout on $CIFR around $18 and buyers to step in there. From there we head for $20 next"
X Link 2026-01-28T15:39Z [---] followers, [--] engagements

"Starting a position in $OPEN with [--] shares @ $5.67 This is an evolving company with an exceptional leadership team. They are currently selling old inventory which is lower profit than its new inventories and expected to roll out its AI native platform along with its own mortgages this year. This is an evolving company with an exceptional leadership team. They are currently selling old inventory which is lower profit than its new inventories and expected to roll out its AI native platform along with its own mortgages this year. Its new CEO is very active on X and turn Shopify around and plans"
X Link 2026-01-28T16:44Z [---] followers, [---] engagements

"Favorite way to start an FOMC morning. Nothing really groundbreaking during Powell's speech. Likely won't see a rate cut until the new Fed chair is in place. Now the focus turns to tech earnings and what Capex is looking like. Earnings don't really matter right now and is more about Capex. $TSLA look for Robotaxi and Optimus updates $MSFT Look for Azure growth $META look for Capex increases Remember $TSLA earnings likely will take a hit this quarter without the tax credits. BREAKING: Jerome Powell gives his remarks after the FOMC meeting https://t.co/isUJoMiYjS BREAKING: Jerome Powell gives"
X Link 2026-01-28T20:27Z [---] followers, [---] engagements

"$JD ready for that next leg higher"
X Link 2026-01-29T14:39Z [---] followers, [---] engagements

"Well $NQ waited for New York open. Filled the daily fair value gap on the futures and we'll see if it can hold it now. $NQ about to get destroyed AM on earnings. $NQ about to get destroyed AM on earnings"
X Link 2026-01-29T14:45Z [---] followers, [--] engagements

"Just a brutal day. $QQQ -2.25% $SPY -1.4% $MSFT -12% $BTC -5.2% $ETH -6.5% My portfolio is down 6%"
X Link 2026-01-29T15:55Z [---] followers, [---] engagements

"Good morning happy Friday $ASTS pushing into new ATHs at the open and $BTC getting destroyed. For $BTC I think we can find a double bottom here but there is not a high chance of that in my opinion. I think high $70000s are in store"
X Link 2026-01-30T14:33Z [---] followers, [---] engagements

"Added [--] shares of $CIFR in my Roth @ $16.69 Total Shares: [--] Would add more if I had more available capital. It's all manipulation and we go back higher"
X Link 2026-01-30T15:12Z [---] followers, [---] engagements

"Market makers love dropping small caps on days like today. Pure manipulation. $HIMS $CIFR $ASTS"
X Link 2026-01-30T18:40Z [---] followers, [---] engagements

"Companies that will outperform in the AI race: $NEE $VST $NI $GEV Three of these companies own and operate GWs of power and are invested in projects with major AI companies such as $MSFT and $AMZN to provide power to data centers. This demand will not stop. $GEV produces natural gas generators and has back logs as far as the eye can see. Natural gas is the best power generation besides nuclear right now. https://twitter.com/i/web/status/1993062658728509861 https://twitter.com/i/web/status/1993062658728509861"
X Link 2025-11-24T21:02Z [---] followers, [---] engagements

"Somewhat of a boring day in the markets waiting for more news. FOMC is Wednesday along with $ORCL earnings. JOLTS is tomorrow (October data) and jobless claims Thursday. Market is looking for a rate cut but I still think it is 50/50 in the decision room. No cut could cause a sell off but I will be looking if we switch from neutral to QE in the OMC. https://twitter.com/i/web/status/1998059495600054429 https://twitter.com/i/web/status/1998059495600054429"
X Link 2025-12-08T15:58Z [---] followers, [--] engagements

"2025 Dividend review I started my [----] journey really at the start of June just after graduating college and getting a job. I originally started with $ULTY and was pulled in by that high dividend yield of 80-90%. I thought they would be able to keep NAV under control and was completely wrong. After originally buying ULTY I was all in on Yieldmax and bought $MSTY and $TSLY. Sometime in August I found Roundhill and switched from $TSLY to $TSLW. At the end of September I realized $MSTY was not good and got out and I made the right decision. $ULTY I could not let go of and finally in mid-October"
X Link 2025-12-31T15:22Z [---] followers, [---] engagements

"They are guiding $9M-$11M per IT load MW so that puts each site cost around $1.5B-$1.85B. The Amazon deal per year profits will be around $243-$265M per year excluding operational costs The Google deal per year profits will be around $115M- $149M per year excluding operational costs. https://twitter.com/i/web/status/2013301596994560358 https://twitter.com/i/web/status/2013301596994560358"
X Link 2026-01-19T17:24Z [---] followers, [--] engagements

"The reversal is happening on $HIVE and $CIFR. $HIVE bounced right of the [---] DMA and the 4HR [---] EMA and now retesting the 50DMA. $3.48 is next (gap) then $3.80 (0.618 fib). $CIFR holding both the 50DMA and the 4HR [---] EMA. Also in a downward flag. Next targets are $20 (0.236 fib) and $21.50. Keep in mind $CIFR is currently in the middle of breaking out of its daily downward wedge in both price and RSI. This thing will move quick when it does. Both $HIVE and $CIFR will have interesting earnings. Both companies' revenues are dominated with $BTC currently but are switching towards HPC/AI"
X Link 2026-01-23T16:43Z [---] followers, [---] engagements

"Tough to sit in $IHVE and $CIFR when it has traded flat for the last two weeks. It will be worth all of the patience when it runs. These companies are worth more than patience. Know what you own"
X Link 2026-01-26T15:32Z [---] followers, [---] engagements

"$HIVE got downgraded today from outperform to market perform by Keefe Bruyette & woods. Price target from $11 to $3.50 Not sure what they are seeing here. If anyone has access to their research I would love to see it. I continue to see the company to perform on time and the main risk being $BTC exposure. https://twitter.com/i/web/status/2016163824139685971 https://twitter.com/i/web/status/2016163824139685971"
X Link 2026-01-27T14:58Z [---] followers, [---] engagements

"Bought another [---] shares of $HIVE @ $3.05 Total shares: [----] shares"
X Link 2026-01-27T19:34Z [---] followers, [---] engagements

"$HIVE starting the day off bad on the back of $BTC. Went down to that daily gap and has not quite filled it but is also bouncing on the .786 fib level off the last low. Would like to see it hold here but I think we continue lower with $BTC"
X Link 2026-01-29T14:44Z [---] followers, [--] engagements

"For Q4 [----] $HIVE earnings I am expecting $89M in $BTC revenue with $5M in HPC revenue. With $BTC falling into the mid $80000s around late November I now expect that revenue to be less as $HIVE has pledged [----] BTC on the balance sheet at $87K. As of September [------] they were holding [---] BTC. I am hoping for half of December BTC production to be put towards the vault. That would bring holdings up to [---] BTC. This would likely put them tight on cash which I think is why they announced a at the market equity program for up to $300M. https://twitter.com/i/web/status/2018407436118265917"
X Link 2026-02-02T19:33Z [---] followers, [---] engagements

"People keep saying that Kevin Warsh is a bad pick but I think it is exactly what the US needs. Although the markets will fall in the short-term due to lower liquidity companies will be able to borrow at lower rates and increase its cash flows. Although the market side of stocks will hurt the actual companies are the ones that will benefit. This will also benefit the consumer with less inflation meaning more spending ability in turn more revenues for companies. The question is do you care about the long-term economy and wellbeing of the people or if you just want the market to go up while your"
X Link 2026-02-03T20:28Z [---] followers, [--] engagements

"I cannot believe I almost ended positive after being down 4.5% around 1PM. $NVO the only thing holding me down"
X Link 2026-02-03T21:14Z [---] followers, [---] engagements

"Money. That is what you want to see out of a bond sale. $CIFR holding on to that [---] fib level with a nice wick. Would like to see a higher high around $16.80 which is higher than the .382 fib. Then next stop is $20. $13B of demand for $2B of CIFR bonds Cost of capital coming down for the best AI data center developers Yeah sure bears we are headed lower. See you at $42. https://t.co/enGoKGQVvU $13B of demand for $2B of CIFR bonds Cost of capital coming down for the best AI data center developers Yeah sure bears we are headed lower. See you at $42. https://t.co/enGoKGQVvU"
X Link 2026-02-04T20:04Z [---] followers, [---] engagements

"Sold my $NVO position for a 8.5% loss. Want to keep my Margin maintenence above 60% and I was down to 57%. Also $NVO has been a struggling company and has quite frankly fell behind $LLY and today is getting more competition from $HIMS. They just got approved for the pill and that will be a big deal but they are also going to get destroyed revenue wise with the most favored nations deal. And today $HIMS said it will sell an equivalent pill to $NVO's pill for $49/month vs $NVO's $169/month. It's time to leave less convicted plays. https://twitter.com/i/web/status/2019449624348574090"
X Link 2026-02-05T16:34Z [---] followers, [---] engagements

"$BTC finding some buyers in the $66000s. See if they can hold it. If not I fear the [---] WMA is the next target. $58000s"
X Link 2026-02-05T17:26Z [---] followers, [--] engagements

"Sold all of my $PLTW @ $40.74 [-----] shares Equity P&L: -$32.88 Dividends: $128.53 Total: $95.65"
X Link 2025-12-10T14:49Z [---] followers, [--] engagements

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