@BlueSkyBreak0ut Blue SkyBlue Sky posts on X about $glxy, $coin, $cohu, ai the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence stocks 70% cryptocurrencies 26% technology brands 26% finance 19% exchanges 19% social networks 4% countries 1%
Social topic influence $glxy 39%, $coin 16%, $cohu #5, ai 10%, $ter #60, $link 9%, $nrgv 9%, $form #28, $viav #16, $onto #14
Top accounts mentioned or mentioned by @logicalthesis @stocksavvyshay @zastocks @novogratz @theshortbear @shortseller @jvisserlabs @amitisinvesting @chelapples @aboveavgodds @fundstrat @profheist @richlopresti @cruxcapital @jonathanmg27 @corleonedon77 @brianarmstrong @seanmfarrell @drstoxx @kylesamani
Top assets mentioned Galaxy Digital Inc. (GLXY) Mario Coin (COIN) Teradyne, Inc. (TER) Chainlink (LINK) Four (FORM) Viavi Solutions Inc. Common Stock (VIAV) Onto Innovation Inc. (ONTO) Coherent Inc (COHR) Magnite, Inc. Common Stock (MGNI) Lumentum Holdings Inc. Common Stock (LITE) Coinbase Global Inc. (COIN) Iris Energy Limited (IREN) Bitcoin (BTC) CoreWeave, Inc (CRWV) Cipher Mining Inc. Common Stock (CIFR) MongoDB, Inc. (MDB) Circle Internet Group, Inc. (CRCL) Ethereum (ETH) Eos Energy Enterprises, Inc. (EOSE) Microsoft Corp. (MSFT) Micron Technology, Inc. (MU) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Pinterest, Inc. (PINS) Robinhood Markets, Inc. (HOOD) Oracle Corporation (ORCL) Spotify Technology (SPOT)
Top posts by engagements in the last [--] hours
"@amitisinvesting This is my exact thesis and its why names like $FORM $COHU $VIAV $ONTO $COHR are strong today. They all are winner irregardless of which AI model wins. They benefit from capex"
X Link 2026-02-05T18:34Z [---] followers, [---] engagements
"@ZaStocks For #1 I also think capex beneficiaries that are necessary in AI data center buildout like $FORM $COHU $ONTO $VIAV $COHR"
X Link 2026-02-08T20:41Z [---] followers, [----] engagements
"@crux_capital_ CC @LogicalThesis $COHR is one of the names in the basket I mentioned to you"
X Link 2026-02-05T06:04Z [---] followers, [---] engagements
"@novogratz @jonathan_mg27 this is a nice opportunity for $GLXY to at least get partnered with the leading enterprise LLM even if its not for all of the of the additional capacity. Maybe combine Anthropic and a hyperscaler. *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside. *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed"
X Link 2026-02-09T18:49Z [---] followers, [---] engagements
"@ShortSeller IMO this whole basket of $COHR $FORM $ONTO $VIAV $COHU will continue to be strong based on $TER and $LITE huge beats (market likely using those as leading indicators)"
X Link 2026-02-04T15:05Z [---] followers, [---] engagements
"@Geiger_Capital @TheShortBear The winners being $FORM $COHU $ONTO $COHR $VIAV - wrote about this here: https://substack.com/@blueskybreakout/note/c-210085962r=jp98v&utm_medium=ios&utm_source=notes-share-action https://substack.com/@blueskybreakout/note/c-210085962r=jp98v&utm_medium=ios&utm_source=notes-share-action"
X Link 2026-02-05T01:17Z [---] followers, [---] engagements
"@TheProfInvestor The stocks that benefit from all the capex the hyper scalers are announcing are the names to be in. Would love your take prof especially long time frame as many of these companies have been around for 10+ years All [--] are part of the AI buildout. $FORM $COHU $ONTO $COHR $VIAV"
X Link 2026-02-05T22:04Z [---] followers, [---] engagements
"@StockSavvyShay IMO $FORM $COHU $ONTO $COHR $VIAV are lesser talked about ways to play capex boom as well"
X Link 2026-02-08T16:33Z [---] followers, [---] engagements
"@StockSavvyShay Youre missing $COHU $FORM $ONTO"
X Link 2026-02-09T22:04Z [---] followers, [---] engagements
"$GLXY Long dismissed as a hedge fund trader who lucked into bitcoin billionaire Michael Novogratz is now one of the most important players in AI infrastructure. https://t.co/5E4iYoMxiJ https://t.co/AqBq7l3UF6 Long dismissed as a hedge fund trader who lucked into bitcoin billionaire Michael Novogratz is now one of the most important players in AI infrastructure. https://t.co/5E4iYoMxiJ https://t.co/AqBq7l3UF6"
X Link 2026-01-28T15:18Z [---] followers, [---] engagements
"My substack on [--] stocks that benefit irregardless of who wins in AI. $FORM $COHU $ONTO $COHR $VIAV $FORM & $COHU my favorite picks. $FORM monster earnings earlier today. $LITE & $TER monster Qs earlier this week to me are a leading indicator of whats to come for these [--] names"
X Link 2026-02-05T04:26Z [---] followers, [---] engagements
"CC @jvisserlabs - used some of the framework you talk about in your weekly videos - I know you were early on $TER $MU and others. I think $TER is leading indicator for many of these names"
X Link 2026-02-05T04:27Z [---] followers, [---] engagements
"CC @StockSavvyShay @LogicalThesis could see you guys finding some of these interesting - all of these are needed in the AI value chain"
X Link 2026-02-05T04:30Z [---] followers, [--] engagements
"RT @TheShortBear: Many Blockchains are being valued through a Throughput basis or Fee-Based Valuation. The focus seems to be the aggregate"
X Link 2026-02-10T18:15Z [---] followers, [--] engagements
"RT @ChelApples: $GLXY @novogratz hope you were serious yesterday. Coinbase +18% on an unexpected disaster print. Your SP fell through the"
X Link 2026-02-13T21:01Z [---] followers, [--] engagements
"RT @jukan05: People often say that optics will be the next big money-making field after memory right This is an interesting article intr"
X Link 2026-02-15T20:51Z [---] followers, [--] engagements
"Bullish $COIN - the $AMZN of crypto I can't stop thinking about this quote from US Secretary of Treasury Scott Bessent: We are going to keep the U.S. the dominant reserve currency in the world and we will use stablecoins to do that. However big you think stablecoin AUM will get you're probably thinking too I can't stop thinking about this quote from US Secretary of Treasury Scott Bessent: We are going to keep the U.S. the dominant reserve currency in the world and we will use stablecoins to do that. However big you think stablecoin AUM will get you're probably thinking too"
X Link 2025-03-25T03:39Z [--] followers, [--] engagements
"@LogicalThesis @notreload_ai @AboveAvgOdds Same. Sold out of other positions to so I could load up. I dont play calls so Im just in bit with commons"
X Link 2025-04-17T16:53Z [--] followers, [--] engagements
"Only a matter of time until all Wall Street analysts who cover $GOOG $GOOGL wrap their head around this simple question if Grok/ChatGPT can understand soon Wall Street will as well. Bullish $MGNI - multi-bagger potential. CC @LogicalThesis @AboveAvgOdds @CorleoneDon77"
X Link 2025-04-19T18:26Z [--] followers, [----] engagements
"@epictrades1 Major red flag @StockSavvyShay $MDB"
X Link 2025-04-21T20:19Z [--] followers, [--] engagements
"@StockSavvyShay @StockMKTNewz Ehhh the guy was an SVP at $MDB for [--] years per his LinkedIn and now hes abruptly leaving the company after briefly serving as interim CFO. I think theres something more going on here I disagree that its a nothing burger"
X Link 2025-04-21T20:32Z [--] followers, [---] engagements
"@CorleoneDon77 @LogicalThesis @AboveAvgOdds - pretty cool $PINS giving $MGNI a nice little mention in their earnings call last night"
X Link 2025-05-09T13:00Z [--] followers, [---] engagements
"@KreizJordy Thats sweet. Ton of respect for Barrett feels like he runs a tight ship. Saw this and thought it was cool from Pinterest earnings call - crazy to me that PINS would endorse MGNI like that on their own earnings call. I think MGNI should be a $25+ stock. Hopefully soon ๐ค $MGNI Disclosure: I currently have a long position in MGNI. Attached is page [--] of a 4-page Benchmark analyst report on MGNI issued yesterday (please note this is in addition to Benchmark's note regarding MGNi on Thursday 5/8) entitled: "The Bow on Magnite's Quarter Comes $MGNI Disclosure: I currently have a long"
X Link 2025-05-11T03:46Z [--] followers, [--] engagements
"@fundstrat @coinbase @brian_armstrong Add $COIN to $GRNY To me its a better play than MSTR which is basically just leveraged BTC play"
X Link 2025-06-18T14:28Z [--] followers, [--] engagements
"Here is a succinct $COIN bull case with a summary of [--] crypto use cases and trends that are really starting to pick up. This is why the street is beginning to reprice $COIN stock"
X Link 2025-06-24T21:57Z [---] followers, [----] engagements
"@fundstrat @fs_insight @SeanMFarrell @fundstrat when will we see $COIN as a holding in $GRNY Seems like the only thing missing in this thread is you announcing $GRNY will be opening a position in $COIN"
X Link 2025-06-29T17:55Z [---] followers, [--] engagements
"Boom $MGNI . Plenty of room to run from here. MAGNITE $MGNI price-target more than doubled to $39 (from $18) at Rosenblatt: "Magnite's benefit from the upcoming AdTech antitrust remedy/penalty phase is likely to be very substantial very possibly as early as early [----] and in our view is not reflected in the equity. We MAGNITE $MGNI price-target more than doubled to $39 (from $18) at Rosenblatt: "Magnite's benefit from the upcoming AdTech antitrust remedy/penalty phase is likely to be very substantial very possibly as early as early [----] and in our view is not reflected in the equity. We"
X Link 2025-06-30T12:07Z [---] followers, [---] engagements
"@ZaStocks Couldnt agree more with this. $COIN is the way. Its going to rip to $1000 in the next year or so"
X Link 2025-07-10T00:35Z [---] followers, [---] engagements
"@mark_to_mkt What are your thoughts now based on recent $COIN price action"
X Link 2025-07-10T03:36Z [---] followers, [--] engagements
"@ZaStocks Most misunderstood biz in the market. Ppl think they compete with $HOOD. Maybe a little bit but $COIN is building something massive: - retail trading biz + coinbase One - launching credit card - Coinbase ventures - Base - Back-end Infra / APIs - stablecoins via $CRCL - Custody"
X Link 2025-07-10T20:15Z [---] followers, [---] engagements
"@LogicalThesis @InvestWithTrev I just told someone this recently. We are close but its not until you hear the barber saying they bought some DOGE coin lol"
X Link 2025-07-10T22:28Z [---] followers, [--] engagements
"Love this $COIN Someone tried to hit me with the ol' request $12.26 scam Not gonna lie thoughthe feature itself is kinda fire. The new @baseapp popped it right into my wallet with instant Pay/Decline buttons. Its clean. Its fast. Its frictionless. Imagine someone across the world https://t.co/BKhnDdALYp Someone tried to hit me with the ol' request $12.26 scam Not gonna lie thoughthe feature itself is kinda fire. The new @baseapp popped it right into my wallet with instant Pay/Decline buttons. Its clean. Its fast. Its frictionless. Imagine someone across the world https://t.co/BKhnDdALYp"
X Link 2025-07-19T17:06Z [---] followers, [---] engagements
"@danushman $COIN"
X Link 2025-07-29T16:49Z [---] followers, [--] engagements
"@fundstrat @novogratz @SeanMFarrell @fundstrat @SeanMFarrell have either of you looked into $LINK"
X Link 2025-08-09T04:20Z [---] followers, [--] engagements
"@DrStoxx I think $MGNI could be a similar candidate earnings earlier this week; slight dip then rallied yesterday"
X Link 2025-08-09T16:05Z [---] followers, [---] engagements
"@ZaStocks Dont forget about $COINs venture biz which is basically giving you exposure to a VC company investing in the next generation web3 companies"
X Link 2025-08-10T23:47Z [---] followers, [---] engagements
"Long $LINK $ETH $LINK outperforming $ETH today after a perfect backtest of the .618 fib yesterday. [-----] can be next https://t.co/1vjTy9MVxA $LINK outperforming $ETH today after a perfect backtest of the .618 fib yesterday. [-----] can be next https://t.co/1vjTy9MVxA"
X Link 2025-08-12T15:19Z [---] followers, [---] engagements
"@ZaStocks Say buy $COIN at support without saying buy $COIN at support"
X Link 2025-08-14T02:27Z [---] followers, [---] engagements
"@ZaStocks I still think as long as BTC and ETH stay strong or even flat $COIN will catch up. felt like first hour of action today was going to result in a +10% day lol. Faked me out for sure"
X Link 2025-08-14T02:33Z [---] followers, [---] engagements
"@Prof_heist Would you agree on same logic for Coinbase rn at current levels"
X Link 2025-08-15T01:21Z [---] followers, [---] engagements
"@LorenzoARK Thoughts on $LINK"
X Link 2025-08-15T13:24Z [---] followers, [--] engagements
"$BTC $ETH It was just a matter of time before China got back into crypto: Domestic Chinese banks wired a record $58.3 billion of funds overseas on behalf of clients for "securities investment" last month the highest monthly outflow since records began in [----]. It was just a matter of time before China got back into crypto: Domestic Chinese banks wired a record $58.3 billion of funds overseas on behalf of clients for "securities investment" last month the highest monthly outflow since records began in 2010"
X Link 2025-08-18T03:12Z [---] followers, [---] engagements
"@LogicalThesis Price action sucks recently but its gonna be a winner. Stud CEO too. Look at $ORCL reaction rn due to data center growth - $GLXY plays perfect into that theme add in upcoming rate cuts = bullish for their crypto biz. Its going to $40 within a year"
X Link 2025-09-09T21:04Z [---] followers, [---] engagements
"@ZaStocks If you like $CRWV - consider $GLXY as well - strategic partnership via Galaxys Helios data center in Texas. Both setups look great IMO"
X Link 2025-09-21T16:58Z [---] followers, [----] engagements
"$GLXY I sat down with @novogratz and @KyleSamani today to discuss the Digital Asset Treasury trend. We also talked @galaxyhq @FWDind and @SuperstateInc. Enjoy YouTube: https://t.co/rlOIsKVIVd Spotify: https://t.co/qcbcgArnpL Apple: https://t.co/MhezZgLJpa TIMESTAMPS: 0:00 - https://t.co/SpWn58Xj4b I sat down with @novogratz and @KyleSamani today to discuss the Digital Asset Treasury trend. We also talked @galaxyhq @FWDind and @SuperstateInc. Enjoy YouTube: https://t.co/rlOIsKVIVd Spotify: https://t.co/qcbcgArnpL Apple: https://t.co/MhezZgLJpa TIMESTAMPS: 0:00 - https://t.co/SpWn58Xj4b"
X Link 2025-09-23T01:07Z [---] followers, [---] engagements
"$GLXY I remember doing a @APompliano podcast in [----] His [----] offices are a lot nicer Congrats This conversation was fun. Thanks @KyleSamani and @APompliano I remember doing a @APompliano podcast in [----] His [----] offices are a lot nicer Congrats This conversation was fun. Thanks @KyleSamani and @APompliano"
X Link 2025-09-23T01:07Z [---] followers, [---] engagements
"@ZaStocks $GLXY belongs in the conversation too due to $CRWV partnership. I think $GLXY chart will soon look like $IREN"
X Link 2025-09-23T01:08Z [---] followers, [----] engagements
"$COIN $CRCL ZOOMER TETHER RAISING FUNDS AT A $500B VALUATION LOOKING FOR $20B IN FUNDING MAKING IT THE MOST VALUABLE PRIVATE COMPANY IN THE WORLD ALONGSIDE OPENAI: BBG ZOOMER TETHER RAISING FUNDS AT A $500B VALUATION LOOKING FOR $20B IN FUNDING MAKING IT THE MOST VALUABLE PRIVATE COMPANY IN THE WORLD ALONGSIDE OPENAI: BBG"
X Link 2025-09-23T21:39Z [---] followers, [---] engagements
"$GLXY AIs demand for power is exploding. The U.S. grid cant keep up. Galaxys Helios campus in Texas with [---] GW potential capacity is built to power the future of AI๐งต https://t.co/9CgZZXHHcF AIs demand for power is exploding. The U.S. grid cant keep up. Galaxys Helios campus in Texas with [---] GW potential capacity is built to power the future of AI๐งต https://t.co/9CgZZXHHcF"
X Link 2025-09-24T16:59Z [---] followers, [---] engagements
"$BTC $COIN $GLXY"
X Link 2025-09-29T21:26Z [---] followers, [---] engagements
"@jvisserlabs Another one for you Jordi - $GLXY - getting a lot of buzz today on crypto side of their biz but once you do the work you see the massive data center opportunity they have already partnered with coreweave and GLXY is expanding into what will likely be #2 data center in US"
X Link 2025-10-06T14:48Z [---] followers, [--] engagements
"$GLXY My next guest needs no introduction: My great friend @novogratz returns. Please enjoy https://t.co/Lyifo7sa1d My next guest needs no introduction: My great friend @novogratz returns. Please enjoy https://t.co/Lyifo7sa1d"
X Link 2025-10-17T03:13Z [---] followers, [---] engagements
"@CalebFranzen Do you own any $COIN as well"
X Link 2025-02-27T01:33Z [--] followers, [--] engagements
"@kalonvbubs Last question for you today haha COIN is my second biggest position. Where do you see this one going"
X Link 2025-06-18T23:42Z [---] followers, [--] engagements
"@jvisserlabs Jordi - listening to the weekly video right now I like the work youve done on $TER its been on my radar for a while and started a position last month. I think $NRGV might be an interesting one for you to take a look at for energy efficiency. Really enjoy your weekly videos"
X Link 2025-10-05T19:38Z [---] followers, [---] engagements
"@Prof_heist Clean energy $NRGV"
X Link 2025-10-09T19:45Z [---] followers, [---] engagements
"$NRGV @EnergyVaultInc (NYSE: $NRGV) launches Asset Vault backed by a $300M. investment from OIC. The platform accelerates 1.5+ GW of storage projects & targets $100M+ recurring EBITDA within [--] yrs. ๐ https://t.co/xOXbSy1vAv #EnergyVault #NRGV #OIC #EnergyStorage https://t.co/A0IWGpJ1dX @EnergyVaultInc (NYSE: $NRGV) launches Asset Vault backed by a $300M. investment from OIC. The platform accelerates 1.5+ GW of storage projects & targets $100M+ recurring EBITDA within [--] yrs. ๐ https://t.co/xOXbSy1vAv #EnergyVault #NRGV #OIC #EnergyStorage https://t.co/A0IWGpJ1dX"
X Link 2025-10-09T20:21Z [---] followers, [---] engagements
"@EnergyVaultInc Interesting small cap here $NRGV @LogicalThesis @StockSavvyShay"
X Link 2025-11-10T22:55Z [---] followers, [---] engagements
"@jvisserlabs Jordi - watch you on Pomp every week and then your YouTube video on sundays as well. Wanted to put one on your radar if its not already. $GLXY - find it interesting what theyre doing on the data center side of things as well as crypto"
X Link 2025-11-18T19:17Z [---] followers, [---] engagements
"@LogicalThesis Agree with $TER its a small position for me but I think a great way to play AI"
X Link 2025-11-20T03:46Z [---] followers, [---] engagements
"$GLXY Galaxy Digital: The Data Center Company Hiding In A Bitcoin Stock $GLXY $GLXY:CA #markets #business #investing https://t.co/hI4fluy1n8 Galaxy Digital: The Data Center Company Hiding In A Bitcoin Stock $GLXY $GLXY:CA #markets #business #investing https://t.co/hI4fluy1n8"
X Link 2025-11-24T15:34Z [---] followers, [---] engagements
"$GLXY Mike Novogratzs Galaxy Digital is in discussions with Polymarket and Kalshi about becoming a liquidity provider on their platforms as prediction markets continue to capture retail demand and pique interest on Wall Street. $GLXY https://t.co/VAjX1odOec Mike Novogratzs Galaxy Digital is in discussions with Polymarket and Kalshi about becoming a liquidity provider on their platforms as prediction markets continue to capture retail demand and pique interest on Wall Street. $GLXY https://t.co/VAjX1odOec"
X Link 2025-11-25T14:59Z [---] followers, [---] engagements
"@conorfkenny @RichLoPresti @novogratz maybe $LINK makes sense for $GLXY to take a position in - if youre going to start working with Polymarket which leverages chainlink"
X Link 2025-11-25T20:27Z [---] followers, [---] engagements
"@TraderC0bb $GLXY"
X Link 2025-12-09T21:29Z [---] followers, [---] engagements
"@Prof_heist u consider $GLXY at all for the swing folio Maybe you own shares LT you posted about it a while ago. Just curious"
X Link 2025-12-09T21:50Z [---] followers, [---] engagements
"@ZaStocks me and you have agreed on $COIN being a future monster I also think $GLXY is one you should check out. See below for context the is the first time Ive directionally agreed with a valuation piece from an analyst. $GLXY $60 Price Target - from Citizens Financial Group (a top [--] bank within the US by assets) "Epicenter of two megatrends - Crypto & AI" $GLXY $60 Price Target - from Citizens Financial Group (a top [--] bank within the US by assets) "Epicenter of two megatrends - Crypto & AI""
X Link 2025-12-09T22:16Z [---] followers, [---] engagements
"@Franchise9494 love to see [--] of my high conviction longs here $LINK $GLXY"
X Link 2025-12-11T02:32Z [---] followers, [---] engagements
"@StockSavvyShay @RichLoPresti U are forgetting $NRGV in addition to $EOSE"
X Link 2025-12-11T21:25Z [---] followers, [---] engagements
"@brian_armstrong @TheShortBear @galaxyhq @TheShortBear you could eye up $GLXY as a way to play tokenization/crypto and AI data center"
X Link 2025-12-11T23:09Z [---] followers, [---] engagements
"@RichLoPresti [--] of my high conviction longs $GLXY $LINK"
X Link 2025-12-12T14:17Z [---] followers, [---] engagements
"@StockSavvyShay Should have $NRGV alongside $EOSE its about to go to $20+"
X Link 2025-12-20T13:33Z [---] followers, [----] engagements
"@RoguishDavis @novogratz why not long $LINK - you guys even have an open job listing right now for someone well versed on Chainlink standard. Could be smart move for $GLXY to own some on balance sheet especially at current prices offers an attractive R/R"
X Link 2025-12-28T19:24Z [---] followers, [---] engagements
"@StockSavvyShay Missing Energy Vault $NRGV energy storage"
X Link 2026-01-04T13:37Z [---] followers, [---] engagements
"@ZaStocks @sp3cul8r Agree I am in this one as well. Got crushed on weakness of one of their industry peers. Story is still intact"
X Link 2026-01-06T16:17Z [---] followers, [--] engagements
"@ChelApples @ShortSeller any thoughts here on @ChelApples beating the drums on this price action $GLXY"
X Link 2026-01-06T16:48Z [---] followers, [---] engagements
"@ShortSeller Any others you think have the DNA for this $COIN $GLXY"
X Link 2026-01-06T18:05Z [---] followers, [---] engagements
"@TedHZhang Good find matter of time before $NRGV trades at a $3B market cap"
X Link 2026-01-12T01:56Z [---] followers, [--] engagements
"@amitisinvesting $MSFT invest in $NRGV"
X Link 2026-01-13T00:00Z [---] followers, [---] engagements
"@Jake__Wujastyk $GLXY"
X Link 2026-01-13T22:45Z [---] followers, [---] engagements
"$GLXY Mike Novogratz (@novogratz) and I dig into a world that feels like its coming ungluedregime change risks abroad populism at home and a Federal Reserve under political pressure. We discuss inequality hard assets Bitcoin and why markets continue to rally despite the ground https://t.co/lzNeMBmw16 Mike Novogratz (@novogratz) and I dig into a world that feels like its coming ungluedregime change risks abroad populism at home and a Federal Reserve under political pressure. We discuss inequality hard assets Bitcoin and why markets continue to rally despite the ground https://t.co/lzNeMBmw16"
X Link 2026-01-14T22:02Z [---] followers, [---] engagements
"$LINK Once they learn about it the institutional investors we talk to love Chainlink. Im really excited to launch the Bitwise Chainlink ETF $CLNK today and have the opportunity to discuss this asset with investors. Once they learn about it the institutional investors we talk to love Chainlink. Im really excited to launch the Bitwise Chainlink ETF $CLNK today and have the opportunity to discuss this asset with investors"
X Link 2026-01-14T22:55Z [---] followers, [--] engagements
"@TheShortBear I would also say I think $LINK (can buy $CLNK as of today) is the 3rd crypto asset to own outside BTC and ETH. Chainlink connects everything and is already partnered with a ton of trad-fi companies to help them make the transition to defi. Recommend taking a look. Once they learn about it the institutional investors we talk to love Chainlink. Im really excited to launch the Bitwise Chainlink ETF $CLNK today and have the opportunity to discuss this asset with investors. Once they learn about it the institutional investors we talk to love Chainlink. Im really excited to launch the"
X Link 2026-01-14T23:27Z [---] followers, [---] engagements
"@TheShortBear You should take a look at $GLXY - they have $CRWV as a tenant soon to announce a hyper scaler. IMO market is still not grasping they are light years ahead in approvals (can take years) for power. Approved to expand their footprint 2X today from ERCOT in Texas"
X Link 2026-01-15T23:34Z [---] followers, [---] engagements
"$GLXY This additional capacity extends Galaxys development runway and advances our mission to build a multi-campus multi-tenant multi-gigawatt data center platform designed to support efficient scalable and AI-ready infrastructure for the next generation of compute. Learn More: This additional capacity extends Galaxys development runway and advances our mission to build a multi-campus multi-tenant multi-gigawatt data center platform designed to support efficient scalable and AI-ready infrastructure for the next generation of compute. Learn More:"
X Link 2026-01-15T23:36Z [---] followers, [---] engagements
"@LogicalThesis Welcome back my man. Market has no idea how to value $GLXY - algos still trade it as crypto proxy. When market wakes up (prob will be a trading day with 20M volume once they announce hyper scaler deal) everyone will blink and it will be at ATHs $50 (irregardless of crypto)"
X Link 2026-01-15T23:44Z [---] followers, [---] engagements
"@DrStoxx One exception being $GLXY"
X Link 2026-01-15T23:59Z [---] followers, [---] engagements
"@amitisinvesting @amitisinvesting did you see the $GLXY news today Significant IMO and market is not pricing it accurately still. Think theres a ton of upside relative to peers like $IREN $HUT $CIFR etc. You interviewed Novogratz so figured you may still be following along"
X Link 2026-01-16T02:00Z [---] followers, [---] engagements
"$IREN & $CIFR constantly mentioned but the market is missing $GLXY which IMO is best opportunity in data center space right now at current valuation. They have total pricing power and likely to sign $META or $MSFT as a tenant for additional 830MW from todays ERCOT approval $IREN $CIFR President Donald Trump and US Northeast governors will direct the nations largest grid operator to hold an emergency power auction that would force technology giants to pay for the construction of a fleet of new plants. The unprecedented move set to come https://t.co/yi927WDGbf $IREN $CIFR President Donald Trump"
X Link 2026-01-16T05:59Z [---] followers, [---] engagements
"@StockSavvyShay @VanquishTrader Shay + its in Texas @ ERCOT which gives them a strategic advantage and pricing power given trumps emergency power auction comments. $GLXY is prob one thats in your wheelhouse. Other part of their biz is all about tokenization / institutional crypto. Slept on"
X Link 2026-01-16T14:04Z [---] followers, [---] engagements
"$GLXY Morning thoughts https://t.co/ck3LIxaAzB Morning thoughts https://t.co/ck3LIxaAzB"
X Link 2026-01-16T16:07Z [---] followers, [---] engagements
"@StockSavvyShay @FuturumEquities Where is $GLXY on this"
X Link 2026-01-17T15:25Z [---] followers, [---] engagements
"@datacentredanny @samsolid57 I love seeing all the posts with $IREN $CIFR etc - you almost never see $GLXY in there the move up will be much higher. plus GLXY much more diversified of a business relative to IREN CIFR and others"
X Link 2026-01-24T20:06Z [---] followers, [---] engagements
"@Brad_E_Schulz What about $ETHA ishares ETH"
X Link 2025-07-11T20:59Z [---] followers, [--] engagements
"@ChelApples @Wizardofdigi19 @jonathan_mg27 @FloodCapital you should bring this up to @jonathan_mg27 or however you set up your interview with Novo assuming you have a direct line of communication to them"
X Link 2026-01-27T17:19Z [---] followers, [--] engagements
"3 themes $GLXY Here is every stock currently in Tom Lee and Fundstrat's Small & MidCap ETF $GRNJ Rocket Lab $RKLB Albemarle $ALB Royal Gold $RGLD Kratos $KTOS Cameco $CCJ Lumentum $LITE Sharkninja $SN On Semi $ON Bloom Energy $BE Enersys $ENS Mastec $MTZ IES Holdings $IESC Mueller $MLI https://t.co/gjYYAcJ38y Here is every stock currently in Tom Lee and Fundstrat's Small & MidCap ETF $GRNJ Rocket Lab $RKLB Albemarle $ALB Royal Gold $RGLD Kratos $KTOS Cameco $CCJ Lumentum $LITE Sharkninja $SN On Semi $ON Bloom Energy $BE Enersys $ENS Mastec $MTZ IES Holdings $IESC Mueller $MLI"
X Link 2026-01-27T23:50Z [---] followers, [---] engagements
"@ShortSeller Think $COHU is one that should benefit from the same tailwinds that $TER is see. Not sure if youve ever looked at but I think it could be interesting for you. Have been in $TER for a while albeit small position. Wish it was bigger"
X Link 2026-02-03T14:26Z [---] followers, [---] engagements
"@Citrini7 Think $COHU will soon benefit from same tailwinds that $TER has been experiencing. Wrote a Substack post about it. https://substack.com/@blueskybreakout/note/c-209174822r=jp98v&utm_medium=ios&utm_source=notes-share-action https://substack.com/@blueskybreakout/note/c-209174822r=jp98v&utm_medium=ios&utm_source=notes-share-action"
X Link 2026-02-03T14:29Z [---] followers, [---] engagements
"@LogicalThesis @Citrini7 logical I just saw Citrini post on $TER again today. found one for you take a look at $COHU - I did a write up on it. Think TERs tailwinds are a leading indicator for COHU. Lmk if you take a look. https://substack.com/@blueskybreakout/note/c-209174822r=jp98v&utm_medium=ios&utm_source=notes-share-action https://substack.com/@blueskybreakout/note/c-209174822r=jp98v&utm_medium=ios&utm_source=notes-share-action"
X Link 2026-02-03T14:36Z [---] followers, [---] engagements
"@crux_capital_ $COHU and $VIAV likely to soon catch a bid based on $LITE and $TER monster earnings reports as leading indicators for the space"
X Link 2026-02-04T06:06Z [---] followers, [--] engagements
"$GLXY Welcome to Helios. A look inside Galaxys data center campus in Texas as it takes shape purpose-built to support large-scale AI and high-performance compute infrastructure. ๐ฅ @blockspace https://t.co/Vlt16M5lmy Welcome to Helios. A look inside Galaxys data center campus in Texas as it takes shape purpose-built to support large-scale AI and high-performance compute infrastructure. ๐ฅ @blockspace https://t.co/Vlt16M5lmy"
X Link 2026-01-27T22:26Z [---] followers, [----] engagements
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