@BirthrightMargs Avatar @BirthrightMargs Birthright Margin

Birthright Margin posts on X about $asts, $pgy, in the, ai 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 31% stocks 23% technology brands 10% cryptocurrencies 9% countries 4% automotive brands 2% celebrities 2% luxury brands 1% currencies 1%

Social topic influence $asts #78, $pgy #34, in the 6%, ai 6%, silver 6%, ceo 5%, $aur 4%, $nrg #8, future 4%, $nvda 4%

Top accounts mentioned or mentioned by @onemanlbo @readingcom @scottwisniews @reformedtrader @spacbobby @abcampbell @trevhesinvests @alexfrombabylon @mountaingoatcap @defiantclient2 @spacanpanman @govro12 @rihardjarc @adamflamm @cedarstresearch @endicottinvests @galkrubiner @charlesschwab @joonzzy @mvcinvesting

Top assets mentioned AST SpaceMobile, Inc. Class A Common Stock (ASTS) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Auroracoin (AUR) NRG Energy Inc (NRG) NVIDIA Corp. (NVDA) Jabil, Inc. (JBL) Coeur Mining, Inc. (CDE) New Gold Inc. (NGD) Metadium (META) Eos Energy Enterprises, Inc. (EOSE) Micron Technology, Inc. (MU) SPDR GOLD ETF (GLD) First Solar, Inc. (FSLR) Charles Schwab Corporation (SCHW) Palantir Technologies Inc. (PLTR) Upstart Holdings, Inc. (UPST) Rocket Lab USA, Inc. Common Stock (RKLB) Alphabet Inc Class A (GOOGL) ImmunityBio, Inc. Common Stock (IBRX)

Top Social Posts

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

"$AUR Volvo trucks rolling off the assembly line now. Volvo and Aurora are making history For the first time ever L4 self-driving hardware is being integrated with Volvo semi-trucks on the assembly line at Volvo's world class manufacturing plant in Virginia. Get an inside look at what's going on in New River Valley right now: https://t.co/Frrend0byZ Volvo and Aurora are making history For the first time ever L4 self-driving hardware is being integrated with Volvo semi-trucks on the assembly line at Volvo's world class manufacturing plant in Virginia. Get an inside look at what's going on in"
X Link 2026-01-29T17:05Z [---] followers, [---] engagements

"@trevhesinvests This market likes top-line growth. Doesn't matter what magic you're performing to make bottom-line improve without top-line growth. And PGY is very sensitive to a downturn since they are first loss"
X Link 2026-02-11T19:35Z [---] followers, [---] engagements

"The algo selloff on $NRG from the non-dilutive offering was a fun quick swing"
X Link 2026-02-03T15:36Z [---] followers, [---] engagements

"$PGY management just needs to announce a large ongoing ATM buyback at this point"
X Link 2026-02-03T16:38Z [---] followers, [----] engagements

"War in the Gulf of Oman and you're bearish $KRKNF anon"
X Link 2026-02-03T17:16Z [---] followers, [---] engagements

"The Super Bowl flyover being a live stream of the Iran flyover would be quite the show of force for the hegemony"
X Link 2026-02-08T22:04Z [---] followers, [---] engagements

"@galkrubiner can you and your team be "disciplined" about the number of shares outstanding please"
X Link 2026-02-09T16:07Z [---] followers, [---] engagements

"Valuation for $PGY is where SMB x is going to take out 90% leverage and personally guarantee this hot mess"
X Link 2026-02-10T01:52Z [---] followers, [---] engagements

"Hi @CharlesSchwab can we get unlimited birthright margin on $SCHW so we can buy the dip Call it a customer loyalty discount. All brokers dumping: SCHW IBKR SF MS. Did some chatbot launch a discount brokerage All brokers dumping: SCHW IBKR SF MS. Did some chatbot launch a discount brokerage"
X Link 2026-02-10T17:54Z [---] followers, [---] engagements

"@scottwisniews Congrats Now hit us with the Dilewtski 🤣🚀"
X Link 2026-02-11T03:00Z [---] followers, [----] engagements

"IT WAS A JOKE $ASTS @scottwisniews Congrats Now hit us with the Dilewtski 🤣🚀 @scottwisniews Congrats Now hit us with the Dilewtski 🤣🚀"
X Link 2026-02-11T21:56Z [---] followers, [----] engagements

"@scottwisniews SHOW ME THE LAUNCHES $ASTS"
X Link 2026-02-12T20:37Z [---] followers, [---] engagements

"Now hit them with a dilution. $ASTS + big unfold completed [---] kilometers above us + big unfold completed [---] kilometers above us"
X Link 2026-02-13T19:00Z [---] followers, [---] engagements

"$NRG TAKE MY ENERGY Got to love a utility acting like a meme stock"
X Link 2026-02-13T21:00Z [---] followers, [--] engagements

"Hey Claude make me a few extra million. No drawdowns"
X Link 2026-02-14T03:30Z [---] followers, [--] engagements

"$AUR "We recreated simulations of [--] real-world fatal crashes on I-45 in Texas and in every case autonomous trucks would have avoided the crash. Said simply if the driverless technology had been in control none of these fatal collisions would have occurred and those families would have been spared from tragedy." With the U.S. Department of Transportation and Congress aligning on the benefits of autonomousfreight the momentum for smart safety regulation is unmistakable. Read our latest blog to see why were optimistic about the road ahead: https://t.co/iWi6M4zxFs https://t.co/QfTWoClv5B With"
X Link 2026-01-21T19:11Z [---] followers, [---] engagements

"Would it be cheaper to just give all the locals rooftop solar & battery backup versus launching it all to space Hello we want to build a data center and well make your home electricity free would be quite the sweetener. Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium. Florida's governor is publicly opposing them. Bernie Sanders wants a national freeze. The same AI infrastructure buildout that's driving $500B+ in annual capex is Six US states now have bills to pause data center construction. New York just introduced a three-year"
X Link 2026-02-08T20:41Z [---] followers, [--] engagements

"Bury Burry I am working on something $PLTR. https://t.co/PPETfScTkE I am working on something $PLTR. https://t.co/PPETfScTkE"
X Link 2026-02-10T14:18Z [---] followers, [--] engagements

"This was one of the last derisking events I was concerned about for $ASTS. Here are some of the remaining: Commercial testing at scale (can it handle high numbers of simultaneous users) New ASIC chips Launch & deployment of multiple of these new satellites New composite form factor The most important: announcing actual Launch cadence plans. We need to see which rocket they're launching on and how many satellites per rocket. AST SpaceMobile Successfully Completes Unfolding of BlueBird [--] the Largest Commercial Communications Array Antenna Ever Deployed in Low Earth Orbit https://t.co/gA4cdxPbic"
X Link 2026-02-11T16:10Z [---] followers, [---] engagements

"I like this snippet from the $ASTS release: "monetizing the capabilities of our proprietary technology to capture the evolving commercial opportunities related to artificial intelligence enhancing investment in government space opportunities in the U.S. reducing higher interest debt and pursuing opportunistic investments to accelerate our SpaceMobile Service and capabilities.""
X Link 2026-02-11T22:04Z [---] followers, [---] engagements

"$ASTS will Serve as a primary vehicle in less populated areas. If it can be the primary vehicle in any circumstance imagine it as the primary in 3rd world countries where infrastructure doesnt exist and doesnt make economic sense to build out. $ASTS: AT&T CEO John Stankey on Squawk Box discussing their partnership with AST Spacemobile and future satellite connectivity https://t.co/QEeffZkIQb $ASTS: AT&T CEO John Stankey on Squawk Box discussing their partnership with AST Spacemobile and future satellite connectivity https://t.co/QEeffZkIQb"
X Link 2026-02-13T16:12Z [---] followers, [---] engagements

"Running some numbers again; at this point it's actually better on an EPS basis for $PGY to keep buying back the 8.875% notes. Breakeven is roughly around $8.80 a share. I've been pounding the table that $PGY management should be buying back shares with FCF. Here's why: https://t.co/6JaYU3O8MU I've been pounding the table that $PGY management should be buying back shares with FCF. Here's why: https://t.co/6JaYU3O8MU"
X Link 2026-02-10T16:33Z [---] followers, [---] engagements

"I've been pounding the table that $PGY management should be buying back shares with FCF. Here's why:"
X Link 2026-02-09T13:33Z [---] followers, [----] engagements

"Marco Rubios speech was excellent and a much needed commentary on the West. There are many thought-provoking lessons to ponder on a grand scale but I implore you to pull these words and apply it to your life specifically: Do not be paralyzed into inaction by fear. Instead boldly race into the future. The only fear we have is the fear of the shame of not leaving our nations prouder stronger and wealthier for our children"
X Link 2026-02-15T15:03Z [---] followers, [---] engagements

"How much work has $KDK done on real roads and highways like $AUR How many trucks do they have on the road compared to Aurora Do they have any OEM partners at all that are currently rolling off the line like AUR I dont disagree on valuation discrepancies with AUR dilution but to say that arent the leader is a bit hilarious. Kodiak is riding the coattails of the testing and regulatory moves Aurora has produced as the leader. Market is also big enough for multiple winners. And Kodiak can potentially be the better investment here at a lower valuation but theyll have to ramp up and spend similar"
X Link 2026-02-15T15:36Z [---] followers, [---] engagements

"@AlexfromBabylon They only appear capital efficient because of how behind they are in the cycle. They will have to ramp up later"
X Link 2026-02-15T17:38Z [---] followers, [--] engagements

"If you take $PGY's CFO at his word and apply 20% growth 80% (conservative) passthrough add back the one time expense and then slap just a 10x forward PE (not even adjusted) you end up at $42; adjusted $78"
X Link 2025-11-13T21:48Z [---] followers, [----] engagements

"@Joonzzy Also remember that forward flow agreements dont require credit risk amongst their newer products that are the same. Risk is going down while theyre growing"
X Link 2025-11-13T23:47Z [---] followers, [--] engagements

"Lamborghini wen The Lambo:"
X Link 2025-11-17T17:41Z [---] followers, [--] engagements

"Me at the $NVDA party right now $PGY"
X Link 2025-11-19T22:44Z [---] followers, [----] engagements

"@mountaingoatcap Based on the $UPST info you posted that is sub-prime so isnt that bad for PGY who is at the bottom of the U in non-prime I just dont understand why youre implying that as a good thing for PGY"
X Link 2025-11-20T17:26Z [---] followers, [---] engagements

"@mvcinvesting Wasnt he on air crying about $META capital destruction at $86"
X Link 2025-11-21T01:34Z [---] followers, [----] engagements

"@Defiantclient2 @skorusARK @ARKInvest ARKX has to be the worst space etf I could have ever imagined; how do you ignore $RKLB and $ASTS for so long"
X Link 2025-11-21T21:31Z [---] followers, [---] engagements

"Rolling up and out for a credit $ASTS $ASTS just got an 8K confirming these orders I highlighted earlier this week were related to Abel. Hes rolled his collar higher. Bullish https://t.co/64pcNEMI2Z *NFA https://t.co/Jt2TLwwHVP $ASTS just got an 8K confirming these orders I highlighted earlier this week were related to Abel. Hes rolled his collar higher. Bullish https://t.co/64pcNEMI2Z *NFA https://t.co/Jt2TLwwHVP"
X Link 2025-11-22T02:58Z [---] followers, [----] engagements

"$NVDA is a steal here if theyre able to keep ramping. $EOSE is a steal here if theyre able to keep ramping. $MU is a steal here if theyre able to keep ramping. $NRG is a steal here if theyre able to keep ramping. I have high confidence every single one can and will"
X Link 2025-11-22T03:03Z [---] followers, [---] engagements

"@spacanpanman A burning pile of cash"
X Link 2025-11-22T22:48Z [---] followers, [---] engagements

"Now tell Zuckerberg that TPUs will fix all his problems. $META $NVDA $GOOG"
X Link 2025-11-25T02:42Z [---] followers, [---] engagements

"$EVLV looking like a nice setup with a bounce off the 200sma with volume just had a nice ER and a bunch of insiders all just bought"
X Link 2025-11-25T22:59Z [---] followers, [---] engagements

"$IBRX is up on high volume today and no news that I can find. Retook the 50"
X Link 2025-11-28T17:22Z [---] followers, [---] engagements

"@Reformed_Trader Two space meme stocks that had recent delays and arent performing on their memeification. Im long both but they both need to continue executing their business to get out of the meme basket"
X Link 2025-11-28T18:39Z [---] followers, [---] engagements

"@Reformed_Trader Im not disagreeing only commenting on these two specific tickers and what it would take to get them to break out; execution"
X Link 2025-11-28T18:55Z [---] followers, [---] engagements

"@SpacBobby On top of that is that $2.69 aEPS is very conservative"
X Link 2025-11-29T16:13Z [---] followers, [---] engagements

"@SpacBobby If you add back the one-time expense from the last quarter you get to aEPS of $1.17 which is $4.68 annualized. That's no growth which we know is going to happen (tbf it's assuming minimal credit risk as well). Conservatively get to 3-4 aPE in [----] with growth factored in $PGY"
X Link 2025-11-29T18:43Z [---] followers, [---] engagements

"@SpacBobby At this point I'd rather $PGY management spend their FCF on stock buybacks; the market is giving them a 25%+ cost of capital on the equity"
X Link 2025-11-29T18:46Z [---] followers, [---] engagements

"@govro12 @RihardJarc Would like the link"
X Link 2025-11-30T23:29Z [---] followers, [--] engagements

"@govro12 @RihardJarc Always interesting how selective graphs can show a certain narrative. Similarly none of these show grok numbers"
X Link 2025-11-30T23:39Z [---] followers, [--] engagements

"$ASTS [--] launches by end of March [----] starting in two weeks on December 15th🚀🚀🚀🚀🚀 More updates to come stay tuned #ASTSpaceMobile #ConnectingtheUnconnected https://t.co/Pm0coyCHbR [--] launches by end of March [----] starting in two weeks on December 15th🚀🚀🚀🚀🚀 More updates to come stay tuned #ASTSpaceMobile #ConnectingtheUnconnected https://t.co/Pm0coyCHbR"
X Link 2025-12-02T03:03Z [---] followers, [---] engagements

"@tuff_4r What about Rocket Lab Spire Global Momentus Viasat Mercury Systems and Frequency Electronics"
X Link 2025-12-03T03:14Z [---] followers, [----] engagements

"Call me crazy but I think were going to have much more than that in profits. "$8 trillion of CapEx means you need roughly $800 billion of profit just to pay for the interest" Arvind Krishna told "Decoder." https://t.co/Qs08pVfG8W "$8 trillion of CapEx means you need roughly $800 billion of profit just to pay for the interest" Arvind Krishna told "Decoder." https://t.co/Qs08pVfG8W"
X Link 2025-12-04T01:25Z [---] followers, [--] engagements

"Some absolutely amazing nuggets of wisdom from the $NVDA CEO Jensen Huang's interview with Joe Rogan 🧵 "You have to surf. You can't predict the waves you have to deal with the ones you have.""
X Link 2025-12-05T17:14Z [---] followers, [--] engagements

"$ASTS $ASTS: Interesting that the 100KW per satellite generation required for AI data centers in space that Elon refers to matches that of AST SpaceMobile's Block-2 BlueBird satellite which can generate 100KW to 120KW of solar power from its microns. WE ARE NOT BULLISH ENOUGH https://t.co/rYiLckEB2I $ASTS: Interesting that the 100KW per satellite generation required for AI data centers in space that Elon refers to matches that of AST SpaceMobile's Block-2 BlueBird satellite which can generate 100KW to 120KW of solar power from its microns. WE ARE NOT BULLISH ENOUGH https://t.co/rYiLckEB2I"
X Link 2025-12-07T21:19Z [---] followers, 13.5K engagements

"@spacanpanman"
X Link 2025-12-09T22:49Z [---] followers, [---] engagements

"$PGY napkin math:"
X Link 2025-12-15T22:12Z [---] followers, [----] engagements

"$PGY Bonus points if you can name what each number is: $107.38 / [------] = $1.18 $1.18 x [--] = $4.72 $22 / $4.72 = 4.661"
X Link 2025-12-15T22:12Z [---] followers, [---] engagements

"More $PGY napkin math:"
X Link 2025-12-16T20:41Z [---] followers, [----] engagements

"Strong AI commentary from $JBL this morning: Management expressed high confidence in the AI pipeline ("healthiest I've seen") with active discussions for a potential third (and fourth) hyperscaler. No signs of an "AI bubble" or meaningful customer delays were noted; power constraints are longstanding but not impeding growth as Jabil's solutions directly mitigate heat and energy challenges"
X Link 2025-12-17T15:15Z [---] followers, [---] engagements

"AI remains the primary growth driver for $JBL validating its strategy of providing fully integrated end-to-end data center solutions. Management now expects AI-related revenue of $12.1B in FY2026 representing 35% YoY growth (up from 25% expected in September) and comprising the bulk of Intelligent Infrastructure segment revenue. This $900M guidance increase underscores robust demand for AI infrastructure as hyperscalers scale capacity rapidly. https://twitter.com/i/web/status/2001310270514172388 https://twitter.com/i/web/status/2001310270514172388"
X Link 2025-12-17T15:15Z [---] followers, [--] engagements

"@Reformed_Trader It's so silly. Strong notes on the AI trade from $JBL ER today: https://x.com/NapkinMath/status/2001310268882624864 Strong AI commentary from $JBL this morning: Management expressed high confidence in the AI pipeline ("healthiest I've seen") with active discussions for a potential third (and fourth) hyperscaler. No signs of an "AI bubble" or meaningful customer delays were noted; power https://x.com/NapkinMath/status/2001310268882624864 Strong AI commentary from $JBL this morning: Management expressed high confidence in the AI pipeline ("healthiest I've seen") with active"
X Link 2025-12-17T15:40Z [---] followers, [---] engagements

"$JBL and $MU crushing their quarters and somehow the AI narrative is its so over"
X Link 2025-12-17T22:04Z [---] followers, [---] engagements

"Eventually this will be extremely bullish for $AUR. Tough to perfectly time because theyre still heavily diluting but its probably later this year when they dont need the ATM as much for operational cash flow. Tender rejections are ripping largely due to the compliance crackdown and the impact it is having on truck driver availability. At least 20% of the trucking industry has foreign-born drivers according to official BLS stats. We estimate the unofficial number could be 2x as Tender rejections are ripping largely due to the compliance crackdown and the impact it is having on truck driver"
X Link 2025-12-22T12:42Z [---] followers, [---] engagements

"EM will be the largest driver for $ASTS in the future. It will seem obvious in retrospect but until then it will be overlooked and scoffed. I stand by my prediction that ARPU will be higher in EM eventually. @thekookreport @Bios4L @AltAct9253 @Defiantclient2 @AST_SpaceMobile I can do 10pm (eastern) on Sunday but Ill be asleep by 11pm. I used to jump on Tara Bulls $AMC spaces when she was a dedicated pumper they were always fun. I read your write up and I appreciate the thoroughness but would pushback on several conclusions: - Wholesale model is @thekookreport @Bios4L @AltAct9253"
X Link 2026-01-05T16:28Z [---] followers, [---] engagements

"FOMO - F = MO Chase good trades ignore the noise"
X Link 2026-01-05T23:42Z [---] followers, [--] engagements

"@PoweredByEos Our cities are 8bit compared to what they will be with a futures grid with $EOSE at the center"
X Link 2026-01-08T14:15Z [---] followers, [----] engagements

"$GLD is the new digital gold. $BTC $MSTR"
X Link 2026-01-08T15:12Z [---] followers, [---] engagements

"1 $GLD = [--] $GLD"
X Link 2026-01-08T15:32Z [---] followers, [--] engagements

"Who is going to do all the credit reviews $PGY I was laying in bed last night thinking about the news regarding a 10% cap on credit card interest rates. And there's a huge winner. (but its not shorting $V or $MA like everyones screaming about) It's the BNPL trade. Why If credit card issuers get forced into a 10% cap https://t.co/YDtegxWDSy I was laying in bed last night thinking about the news regarding a 10% cap on credit card interest rates. And there's a huge winner. (but its not shorting $V or $MA like everyones screaming about) It's the BNPL trade. Why If credit card issuers get forced"
X Link 2026-01-11T22:06Z [---] followers, [---] engagements

"Maybe $NRG can finally be what it is supposed to be about instead of some shitcoin. Trump has spoken. Data Centers need captive inside the fence power generation. The shortest term solution (with $GEV $SIEGY sold out on gas turbines) and nukes taking 6-10 years are things like $BE $FSLR $TE. Our note on $TE is below. $VST $TLN $NRG $CEG and more are all https://t.co/tOpLCZsWmb Trump has spoken. Data Centers need captive inside the fence power generation. The shortest term solution (with $GEV $SIEGY sold out on gas turbines) and nukes taking 6-10 years are things like $BE $FSLR $TE. Our note"
X Link 2026-01-13T02:14Z [---] followers, [---] engagements

"Golden 🧇 $ASTS AST SpaceMobile Awarded Prime Contract Position on U.S. Missile Defense Agency SHIELD Program https://t.co/lJ82hZl6J4 https://t.co/LIaV5NYC4o AST SpaceMobile Awarded Prime Contract Position on U.S. Missile Defense Agency SHIELD Program https://t.co/lJ82hZl6J4 https://t.co/LIaV5NYC4o"
X Link 2026-01-16T12:03Z [---] followers, [---] engagements

"@Yeah_Dave Liquidation Day was such an amazing opportunity. Dropping biases of what should be to properly analyze reality as it is is a very important skill"
X Link 2026-01-17T22:37Z [---] followers, [---] engagements

"@MichaelGoolsbyV @michaeljmcnair @johnkonrad Hexagon has a nice ring and look to it"
X Link 2026-01-18T14:01Z [---] followers, [---] engagements

"Real estate is about to have a bull market in this area: Democrats now control the legislature and Governor's office in Virginia. Here are just a few of the bills they've introduced - New 4.3% sales tax on Uber Eats Amazon etc deliveries. - New sales tax on admissions to a wide variety of businesses. - Create two new higher tax Democrats now control the legislature and Governor's office in Virginia. Here are just a few of the bills they've introduced - New 4.3% sales tax on Uber Eats Amazon etc deliveries. - New sales tax on admissions to a wide variety of businesses. - Create two new higher"
X Link 2026-01-19T23:15Z [---] followers, [--] engagements

"@boringcompany Tunnel connecting BWI to the various parking lots so you dont have to wait 15+ minutes for their busses"
X Link 2026-01-20T00:14Z [---] followers, [--] engagements

"@OneManLBO @_readingcom Completely agree we've had the same success with http://reading.com http://reading.com"
X Link 2026-01-20T18:10Z [---] followers, [--] engagements

"@AdamFlamm @OneManLBO @_readingcom "When technology fails Horvath blames the tool. The research more often points to the absence of instructional discipline." Most public schools have just thrown an iPad in front of the kids to babysit them because of the 30:1 ratio. https://ammaramerhbi.substack.com/p/the-digital-delusion-gets-the-damage https://ammaramerhbi.substack.com/p/the-digital-delusion-gets-the-damage"
X Link 2026-01-20T18:16Z [---] followers, [---] engagements

"@OneManLBO @_readingcom Yup same. We tried numerous other things. Parental guidance definitely helps"
X Link 2026-01-20T18:17Z [---] followers, [--] engagements

"@jliemandt @OneManLBO @AdamFlamm @_readingcom Are you confusing Timeback with Alpha Anywhere I thought Timeback is their in-person school solution. Anywhere is homeschool that starts at 8yo"
X Link 2026-01-20T21:48Z [---] followers, [--] engagements

"@unhurriedself @blueprintsmb22 I miss the guy. Changed my life"
X Link 2026-01-21T00:41Z [---] followers, [--] engagements

"The Canadians are attacking the White House again 18z euro straight off the press WOW https://t.co/NaZ7rKUrNk 18z euro straight off the press WOW https://t.co/NaZ7rKUrNk"
X Link 2026-01-21T02:17Z [---] followers, [--] engagements

"@rstancikas @abcampbell @stevehou https://silverinstitute.org/the-silver-market-is-on-course-for-fifth-successive-structural-market-deficit/ https://investingnews.com/solar-panels-silver-copper/ https://silverinstitute.org/the-silver-market-is-on-course-for-fifth-successive-structural-market-deficit/ https://investingnews.com/solar-panels-silver-copper/"
X Link 2026-01-21T18:10Z [---] followers, [--] engagements

"@CedarStResearch @EndicottInvests Reading that further confirms that Id prefer them buying back shares"
X Link 2026-01-25T17:54Z [---] followers, [--] engagements

"@CedarStResearch @EndicottInvests Agreed. If the street isnt going to reward you for buying those things (and in fact punish you) then buy back your equity instead. Or make a really nice acquisition with the FCF (if one exists I havent researched)"
X Link 2026-01-25T20:38Z [---] followers, [--] engagements

"@EmergInvestor $BOXX for my short term government stuff as they dont do dividends. Prefer it in my PM account"
X Link 2024-10-22T23:12Z [---] followers, [--] engagements

"CEO of $DRI: "The consumer is still resilient. They're being cautious as we've said a few times. The weaker consumer sentiment doesn't necessarily translate into reduced spending during the quarter" said Chief Executive Rick Cardenas"
X Link 2025-12-18T21:06Z [---] followers, [--] engagements

"I have $PGY marked as a tax loss harvest name. If it holds its current momentum it will have a lot of strength going into my earnings & guidance rerate theory"
X Link 2026-01-05T15:27Z [---] followers, [---] engagements

"Everyone is talking about rare earths and critical minerals while missing $CDE. Post merger with $NGD they will be a North American powerhouse. In the words of their CEO theyre having a Free Cash Flow party"
X Link 2026-01-17T22:51Z [---] followers, [---] engagements

"Solar demand destruction began in the 80s and 90s. The top ten photovoltaic leading enterprises in China are expected to lose [--] billion yuan in their [----] financial reports mainly due to rising raw material prices and excessive market demand. https://t.co/X0YiMCwnnm https://t.co/tpgzIKIwFK The top ten photovoltaic leading enterprises in China are expected to lose [--] billion yuan in their [----] financial reports mainly due to rising raw material prices and excessive market demand. https://t.co/X0YiMCwnnm https://t.co/tpgzIKIwFK"
X Link 2026-01-27T12:16Z [---] followers, [---] engagements

"LONGi Jinko Aiko $TE $FSLR all either dont use silver or are making the switch. Others will follow with intense competition. @abcampbell this is worth looking at since your thesis was $130. Source: https://investingnews.com/solar-panels-silver-copper/ https://investingnews.com/solar-panels-silver-copper/"
X Link 2026-01-27T12:22Z [---] followers, [---] engagements

"@trevhesinvests And when leadership has reiterated that new revenue goes almost straight through to the bottom line thats where the numbers get real interesting"
X Link 2026-01-27T13:24Z [---] followers, [--] engagements

"@abcampbell @MaestroMaven @Seawolfcap @amlivemon @BenniKim I dont disagree with that for retooling but with worse unit economics theyre not going to be able to continue bleeding money forever"
X Link 2026-01-27T18:01Z [---] followers, [---] engagements

"$NGD shareholders approved the merger with $CDE. This will be a gold silver and copper powerhouse. One might call it a Free Cash Flow Party"
X Link 2026-01-28T15:38Z [---] followers, [---] engagements

"Once the merger of $CDE and $NGD is complete later this year the breakdown of revenue will be approximately: Gold: 72% Silver: 20% Copper: 8% Executives called current elevated prices a free cash flow party"
X Link 2026-01-29T14:31Z [---] followers, [---] engagements

"@SJCapitalInvest Go read the last earnings call transcript it's an amazing setup"
X Link 2026-01-30T16:40Z [---] followers, [---] engagements

""We had some discussion with one or two major customers especially for the U.S. capacity. I think maybe customers will invest in AOI in maybe $200 million under discussion. Number two I think we are working very close with Texas State to some fundraising some support including the U.S. government for Chip AG. I think maybe we should get some good money from both Texas State and the U.S. government. Number three don't forget next year we should be profitable quite a lot. I would say no surprise our net profit should be more than $150 million next year or even higher. Some of the expansion can"
X Link 2026-01-30T16:45Z [---] followers, [----] engagements

"Chinas first rug pull with silver. After experiencing such a level of financial speculation and drastic changes in wealth I find it hard to imagine a person being able to quietly devote themselves to their work which is why I do not support China's excessive development of finance industry. Let Westerners https://t.co/2wdkeyBD2W After experiencing such a level of financial speculation and drastic changes in wealth I find it hard to imagine a person being able to quietly devote themselves to their work which is why I do not support China's excessive development of finance industry. Let"
X Link 2026-01-31T03:00Z [---] followers, [---] engagements

"China runs on excess manufacturing capacity. America runs on financial leverage. And youre acting surprised that they both shut down a speculative silver market threatening the regime"
X Link 2026-01-31T17:42Z [---] followers, [--] engagements

"@StockSavvyShay Shay he says he wants the balance sheet below $7 trillion in this video. Seeing as it already is below that number this video is 1) old; 2) potentially not representative of what he will do in the future"
X Link 2026-02-01T12:42Z [---] followers, [----] engagements

"Warsh and all of us can rest at ease knowing that the Fed balance sheet is already below $7 trillion. If youre wondering why asset prices are getting hit like gold down over 10% and silver down more than 30% in a day then listen to this Kevin Warsh clip. Hes openly critical of QE and favors a tighter Fed balance sheet which means less liquidity across markets. https://t.co/fye4ds2o06 If youre wondering why asset prices are getting hit like gold down over 10% and silver down more than 30% in a day then listen to this Kevin Warsh clip. Hes openly critical of QE and favors a tighter Fed balance"
X Link 2026-02-01T13:04Z [---] followers, [---] engagements

"@CatSE___ApeX___ Turns out it's all CatSE; he finally learned the art of infinite dip buying from Anpanman"
X Link 2026-02-02T21:08Z [---] followers, [--] engagements

"@mountaingoatcap All Bearish for Stock"
X Link 2026-02-05T23:29Z [---] followers, [---] engagements

"Really interesting answer from the $T CEO on $ASTS in its entirety: I don't know that I'm going to add anything to what you've probably heard me say before publicly. I view the LEO technology is really exciting technology. I think it's going to be fantastic for consumers and businesses. I think it's going to bring a realm of innovation into networking that we're going to see new things pop up that are going to make networks more resilient more trusted do some things that they couldn't do before. So I'm really excited about them. And I think we're a natural integrator of that technology. Given"
X Link 2025-10-23T16:44Z [---] followers, [----] engagements

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