@BrokenToysInv Avatar @BrokenToysInv Tim Titan

Tim Titan posts on X about $vnm, vnm, ai, growth the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [---] #

Followers Line Chart

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence finance 48.78% stocks 29.27% technology brands 17.89% countries 5.69% cryptocurrencies 4.07% travel destinations 4.07% automotive brands 3.25% social networks 0.81% celebrities 0.81% exchanges 0.81%

Social topic influence $vnm 17.07%, vnm 14.63%, ai 12.2%, growth 10.57%, $mtnoy #1, money 7.32%, business 7.32%, matter 7.32%, $mtnjo 6.5%, investment 6.5%

Top accounts mentioned or mentioned by @mmatters22596 @qualtrim @ekwufinance @ashton1nvests @oguzerkan @investordenis @samuraistock @option3030andy @investordivamel @thelonginvest @grindeoptions @ivanhoemines @genzinvest0r @zoomyzoomm @mattiaafilippi @insiderinvests @gubloinvestor @qualityinvest5 @kylewhitegoat @jumiagroup

Top assets mentioned Energy Transfer, LP. (ET) Alphabet Inc Class A (GOOGL) RAI Finance (SOFI) Tesla, Inc. (TSLA) Palantir Technologies Inc. (PLTR) ZetaChain (ZETA) Hims & Hers Health, Inc. (HIMS) PayPal Holdings Inc (PYPL) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) STMicroelectronics N.V. (STM) Fermi Inc. (FRMI) Payoneer Global Inc. Common Stock (PAYO) Block, Inc. (SQ) Kimberly Clark Corp (KMB) General Mills, Inc. (GIS) Dell Technologies, Inc. (DELL) American Electric Power Company Inc (AEP)

Top Social Posts

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

"$MTNOY $MTN.JO MTN Nigeria and Huawei just completed the worlds first RuralCow commercial deployment. Its a low-cost way to bring 4G and 5G into deep rural areas where traditional towers dont make sense. This matters because rural coverage is where fintech growth really lives. More reach means more MoMo accounts and higher TPV (total payment volume) and thats the engine behind MTNs long-term story.** #MTN #Fintech #Africa #EmergingMarkets https://twitter.com/i/web/status/1998476743645213175 https://twitter.com/i/web/status/1998476743645213175"
X Link 2025-12-09T19:36Z [---] followers, [---] engagements

"$MTNOY $MTN.JO This is one of those companies people in the U.S. barely talk about but the mobile money side is huge. MTN FinCo is building a digital banking footprint in markets where mobile payments grow faster than traditional banking. If the spinout hits or the market starts valuing it separately the story changes fast. #MTNOY #MTNJO #Fintech #MobileMoney #Africa https://twitter.com/i/web/status/1999051782744617211 https://twitter.com/i/web/status/1999051782744617211"
X Link 2025-12-11T09:41Z [---] followers, [--] engagements

"@qualtrim $PYPL has a forward P/E of [---]. So what If you take a comparable company analysis approach to it you can see why it's a big deal. $SQ is at [--] $ADYEN is at [--] $SOFI is at [--] $PAYO is at 20"
X Link 2026-01-18T00:42Z [---] followers, [----] engagements

"Possible value traps: $KMB Slow growth heavy competition weaker pricing power than the multiple suggests. $GIS Staple optics look safe but volume pressure and private label competition can keep earnings flat for a long time. $DELL Strong cash flow but tied to hardware cycles and enterprise spending timing. Cheap can stay cheap without a clear demand catalyst. https://twitter.com/i/web/status/2014397780001726568 https://twitter.com/i/web/status/2014397780001726568"
X Link 2026-01-22T18:00Z [---] followers, [----] engagements

"$ET Energy Transfer just raised its quarterly distribution to $0.335 per unit up a little over 3%. Thats not a headline grab. Its confirmation. Theyre funding growth capex expanding natural gas infrastructure and still increasing cash paid out to holders. Pipelines dont need a story. They need throughput and discipline. This checks both. https://twitter.com/i/web/status/2016840036608606606 https://twitter.com/i/web/status/2016840036608606606"
X Link 2026-01-29T11:45Z [---] followers, [---] engagements

"@GrindeOptions Didnt buy anything today. Added $AEP yesterday. Today was more about watching how things trade when pressure shows up"
X Link 2026-02-04T03:11Z [---] followers, [---] engagements

"@ekwufinance The bigger shift is where capital is going. Copper isnt a trade anymore. Its becoming baseline infrastructure for power AI and electrification. That changes how long demand sticks around"
X Link 2026-02-05T00:41Z [---] followers, [---] engagements

"The AI spend numbers are flashy but copper doesnt respond on headline timelines. Permitting capex grades labor all of that moves in years not quarters. You cant spin a mine up because demand showed up. That delay between demand getting real and supply actually arriving is what people are underestimating. https://twitter.com/i/web/status/2019556129639162071 https://twitter.com/i/web/status/2019556129639162071"
X Link 2026-02-05T23:37Z [---] followers, [--] engagements

"One thing easy to miss in the $GOOGL data: Growth stability scores in the 90s. Thats rare for a company still growing EPS north of 30%. Volatility shakes price. Stability decides who gets re-rated first"
X Link 2026-02-06T00:49Z [---] followers, [---] engagements

"@Ashton_1nvests If the market drops another 20% Im buying an ETF before Im buying a single stock. At that point I want broad exposure first then Ill layer into individual names after volatility settles"
X Link 2026-02-06T01:37Z [---] followers, [---] engagements

"Agreed volatility only rewards you if the business is real. Munger could sit through 50% drawdowns because Berkshire wasnt hype or leverage. It was cash flow and balance sheet strength. Big drawdowns dont automatically mean opportunity. Sometimes theyre just telling you what youre holding. https://twitter.com/i/web/status/2019750687295373688 https://twitter.com/i/web/status/2019750687295373688"
X Link 2026-02-06T12:31Z [---] followers, [---] engagements

"@IvanhoeMines_ Best exposure for US investors is Ivanhoe Mines via $IVPAF (OTC). For Canadians its $IVN on the TSX. That gives you equity exposure to the company that owns 39.6% of KamoaKakula. Not a recommendation just a helpful addition for anyone asking"
X Link 2026-02-06T12:35Z [---] followers, [---] engagements

"@genZinvest0r That comparison skips a step. Market cap contract value. Revenue timing margins capex duration and execution risk all matter. A big contract doesnt instantly translate dollar-for-dollar into equity value"
X Link 2026-02-06T12:39Z [---] followers, [---] engagements

"$DDOG earnings next week. [--] analysts covered. 96% Buy consensus over the last [--] months. Low target: $140 still above current price. Thats where expectations are set going in"
X Link 2026-02-06T13:45Z [---] followers, [--] engagements

"@zoomyzoomm WMT is being valued like a defensive cash-flow machine plus a platform bet. AMZN is still being valued like reinvestment never stops"
X Link 2026-02-07T03:16Z [---] followers, [----] engagements

"Record copper prices arent the story anymore. The story is that even the biggest miners cant agree on how to secure future supply. That tells you demand is moving faster than supply decisions can realistically keep up. $RIO $GLNCY Source: WSJ / Reuters"
X Link 2026-02-07T03:33Z [---] followers, [---] engagements

"@MMatters22596 Robotics $ABB Energy $XOM Space $RTX Oil $OXY Nuclear $CCJ AI infrastructure $NVDA Biotech $LLY Quantum computing $IONQ Solar $FSLR Critical metals $FCX"
X Link 2026-02-07T11:11Z [---] followers, [---] engagements

"@mattiaafilippi @MMatters22596 Robotics $BOTZ Energy $XLE Space $UFO Oil $XOP Nuclear $URA AI infrastructure $SMH Biotech $XBI Quantum computing $QTUM Solar $TAN Critical metals $PICK"
X Link 2026-02-07T11:13Z [---] followers, [---] engagements

"@insiderinvests People dont come out of retirement for comfort or pay. They come back when the problem is hard the stakes are real and they believe in the business enough to put their experience behind it"
X Link 2026-02-07T13:24Z [---] followers, [---] engagements

"Energy Transfer keeps getting talked about like a dividend stock. The reason its working has more to do with what its building than what its paying. Midstream tied to power demand and LNG behaves differently than midstream optimized for steady throughput. $ET $EPD Source: company guidance / Yahoo Finance https://twitter.com/i/web/status/2020128915570979135 https://twitter.com/i/web/status/2020128915570979135"
X Link 2026-02-07T13:34Z [---] followers, [---] engagements

"$MTNOY MTN spent years selling towers to go asset-light. Now its in talks to buy them back. That kind of reversal usually means network control and reliability are becoming more important than headline margins as data demand keeps rising. Source: company statements / local press"
X Link 2026-02-07T18:15Z [---] followers, [---] engagements

"Waymo is better at autonomy than $TSLA. Not louder. Not cheaper. Not more ambitious. Better. They run fully driverless fleets today. No safety driver. Real passengers. Real liability. Tesla is still training toward that outcome. Different paths. Different timelines. Different levels of proof. $GOOGL"
X Link 2026-02-07T18:51Z [---] followers, [---] engagements

"ROTCE = Return on Tangible Common Equity. For banks it shows how well they turn their own capital at risk into profit. For example it ignores things like goodwill (an accounting value from buying other companies) and focuses only on capital that can absorb loan losses. Higher ROTCE over time usually means better lending decisions and a more efficient bank. https://twitter.com/i/web/status/2020223289457516743 https://twitter.com/i/web/status/2020223289457516743"
X Link 2026-02-07T19:49Z [---] followers, [--] engagements

"In a fantasy version of reality the U.S. could unify treat critical mineral processing as a national mission and catch China in about [----] years. In the real world were split on priorities timelines and tradeoffs. China didnt win this by accident. They committed for decades. https://twitter.com/i/web/status/2020227190386823276 https://twitter.com/i/web/status/2020227190386823276"
X Link 2026-02-07T20:04Z [---] followers, [---] engagements

"@Gubloinvestor If I had to pick one: $SYM. Automation spend doesnt need hype cycles to work. It needs labor shortages cost pressure and scale. If capex keeps shifting from software promises to physical throughput Symbotic benefits. No guarantee but the setup makes sense"
X Link 2026-02-07T20:07Z [---] followers, [---] engagements

"My earlier Africa oil view was less new discoveries and more whos already producing offshore. With majors bidding up rigs in West Africa existing operators like $EGY start to matter again because their barrels are nearer-term and capital is already sunk. To be clear this was just a simple stock thesis not an in-depth macro or field-level write-up like Jacks. https://twitter.com/i/web/status/2020241739840160124 https://twitter.com/i/web/status/2020241739840160124"
X Link 2026-02-07T21:02Z [---] followers, [--] engagements

"$GOOGL Google is one of my favorite ETFs (not literally). Search ads cloud AI YouTube Android self-driving vehicles and even direct exposure to power and energy infrastructure all run under one balance sheet. These arent competing silos. Theyre coordinated and reinforcing each other. Thats why this ETF works better than most actual ETFs"
X Link 2026-02-07T22:00Z [---] followers, [---] engagements

"@QualityInvest5 For story stocks a lower price isnt enough. Theyre only undervalued after expectations reset"
X Link 2026-02-08T01:28Z [---] followers, [---] engagements

"Capital tends to move in phases. First it hides in gold. Then it chases scarcity in copper. Energy usually comes last once demand becomes unavoidable. This isnt about hype. Its about where the system feels pressure first. If the pattern holds energy hasnt had its moment yet. Chart via Seeking Alpha (Petrobras: My Controversial Top Pick for 2026)"
X Link 2026-02-08T01:45Z [---] followers, [--] engagements

"@qualtrim In finance comments like this matter because of who is saying them. Noto has a track record of setting expectations carefully and then executing. When he says Q1 likely wont be the fastest quarter thats not hype its signaling visibility into the pipeline"
X Link 2026-02-08T02:03Z [---] followers, [---] engagements

"@qualtrim In the world of finance Noto carries real credibility. Hes known for setting expectations carefully and executing. When someone with that track record says Q1 wont be the fastest quarter its not hype its a signal he can see demand building ahead"
X Link 2026-02-08T02:08Z [---] followers, [---] engagements

"@kylewhitegoat If your thesis points to much higher long-term value short-term defensive zones stop mattering. Levels only matter when youre trading. Conviction matters when youre investing"
X Link 2026-02-08T02:13Z [---] followers, [----] engagements

"@oguzerkan Thats the real constraint. If your horizon is [--] years long stretches of underperformance matter. Assets that need perfect timing or late adoption to win arent the same as ones that compound steadily. Time horizon changes what discipline actually means"
X Link 2026-02-08T02:15Z [---] followers, [---] engagements

"Even if the math slightly favors investing theres a real value to clearing mental bandwidth. If a money market pays 3.5% and the loan costs 3% that extra 0.5% isnt worth the friction for everyone. Removing a liability can improve focus risk tolerance and decision-making elsewhere and that can matter more than squeezing every basis point. https://twitter.com/i/web/status/2020322529471041640 https://twitter.com/i/web/status/2020322529471041640"
X Link 2026-02-08T02:23Z [---] followers, [----] engagements

"@MMatters22596 $PLTR fits this list on the software side. Not a drone weapon or sensor its the command-and-control layer that fuses cyber ISR and battlefield data so states can detect threats and decide how to respond"
X Link 2026-02-08T04:46Z [---] followers, [---] engagements

"@Jumia_Group This is an underrated angle. Jumia isnt just moving packages anymore its becoming the logistics and booking layer for local services. Thats how platforms deepen relevance without chasing discounts"
X Link 2026-02-08T04:52Z [---] followers, [--] engagements

"Somehow below the 200-day SMA has turned into a buy signal. It isnt. Below the [---] = risk is higher. The signal is the reclaim with structure not the break itself. Quality stocks can work long term but trend deterioration isnt bullish just because it feels cheap"
X Link 2026-02-08T04:59Z [---] followers, [--] engagements

"@themarkethustle Im a simple investor. If I keep buying my shoes at Walmart I dont mind owning the stock too. Boring steady cash shows up every quarter. The multiple just reflects that"
X Link 2026-02-08T05:12Z [---] followers, [--] engagements

"Whats one stock you have real conviction in that isnt on everyones usual best stocks list"
X Link 2026-02-08T15:46Z [---] followers, [--] engagements

"@commonsenseplay VOO SPY for long-term holders because of lower fees. QQQM QQQ for the same reason. Same exposure. Less drag. If youre investing for decades costs compound too"
X Link 2026-02-09T03:44Z [---] followers, [---] engagements

"@themotleyfool $XBOTF 🙃 People laugh at AI companions. They laughed at online dating too"
X Link 2026-02-09T04:19Z [---] followers, [---] engagements

"@Ashton_1nvests Still $SOFI for me. The ideas time has arrived and management is executing it the right way. That combination matters more than short-term price action"
X Link 2026-02-09T04:24Z [---] followers, [---] engagements

"@Kross_Roads Overnight pricing only matters to me if it hits a price Ive already decided on. Otherwise its just noise. Decisions come first. Price action comes second"
X Link 2026-02-09T04:32Z [---] followers, [---] engagements

"On my P/L line a position showed a huge loss but after [--] months of selling puts and calls the economic reality was basically flat. That mismatch was starting to distort my decisions. So I sold the position and immediately bought back a smaller piece to reset the math and the psychology. Coping or fixing"
X Link 2026-02-09T15:15Z [---] followers, [--] engagements

"@jackprandelli @petrobras @TotalEnergies Thats not optionality for a slide deck. Thats conviction capital in a frontier basin"
X Link 2026-02-09T21:47Z [---] followers, [---] engagements

"@InvestorDenis They can also be liquidity providers hedging or options-related flow"
X Link 2026-02-09T23:08Z [---] followers, [--] engagements

"@DayTraderCaleb We could easily see a sharp spike if sentiment flips and people who gave up rush back in. Those moves often fade though. Late buyers chase the headline then get trapped when price cools short term"
X Link 2026-02-09T23:12Z [---] followers, [--] engagements

"@TY_Japan_123 If the law accelerates commercial robotaxi expansion Waymo benefits faster. $GOOGL If it validates broad consumer autonomy standards $TSLA benefits more"
X Link 2026-02-11T02:28Z [---] followers, [--] engagements

"@Samurai__Stock The market sees $MSFTs AI CapEx ROI as a cleaner setup right now. Its easier to trace spend to revenue. $METAs AI CapEx may work but the payoff is less direct and harder to measure today"
X Link 2026-02-11T03:26Z [---] followers, [--] engagements

"@dbull888 Theres a lot going for $MSFT beyond ChatGPT. Azure growth enterprise stickiness recurring revenue balance sheet strength. AI matters. But the business was strong before it"
X Link 2026-02-11T03:29Z [---] followers, [--] engagements

"@StockMarketZaps $MSFT expanding in Saudi isnt just geography. Its long term enterprise contracts and sovereign level infrastructure demand. Cloud growth is still a global story"
X Link 2026-02-11T03:31Z [---] followers, [--] engagements

"@Samurai__Stock I agree with most of this. I just dont think the pivot would be that easy. Building AI infra for yourself is one thing. Competing with Azure and AWS is another"
X Link 2026-02-11T05:13Z [---] followers, [--] engagements

"@oguzerkan $META just needs to stay disciplined on capex to ROI. If spend translates into durable revenue growth the multiple takes care of itself. If not the market will keep compressing it"
X Link 2026-02-12T02:41Z [---] followers, [---] engagements

"$STM In one week: Multi-billion AWS expansion (with equity warrants) $950M acquisition of NXPs MEMS unit Launched an automotive microcontroller with built-in AI acceleration Data center. Automotive. Edge intelligence. Thats not one theme. Thats positioning across the AI stack. https://twitter.com/i/web/status/2021786069734248506 https://twitter.com/i/web/status/2021786069734248506"
X Link 2026-02-12T03:18Z [---] followers, [--] engagements

"@Option3030Andy @firstadopter I wouldnt frame it as AMZN stuck in AI nonsense. Walmart is using AI too. The difference is they apply it to operations and margin lift not platform buildout. AMZN is building the infrastructure layer. WMT is using the tools inside an existing machine"
X Link 2026-02-13T02:18Z [---] followers, [--] engagements

"$ET Permian gas cant get out fast enough. Haynesville can. So the gas is flowing there instead. That tells you something important. Power plants and LNG terminals dont care where the gas comes from. They care that it shows up. Right now the pipes that are ready win. Infrastructure decides who benefits"
X Link 2026-02-13T02:30Z [---] followers, [---] engagements

"@InvestorDivaMel @Real_Money_Blog Thats the underrated part of portfolio construction. When tech slides you need something that keeps compounding. WMT and COST arent exciting. Theyre stabilizers"
X Link 2026-02-13T02:35Z [---] followers, [--] engagements

"@centered_EPS Small miss on EPS and revenue but for a BDC like HTGC I care more about NAV trend non-accruals and dividend coverage than a $0.02 headline miss"
X Link 2026-02-13T02:40Z [---] followers, [--] engagements

"@dieseld28 Short term drops after earnings arent always about fundamentals. With HTGC you have to ask: did credit quality change or did sentiment change If non-accruals stay low and dividend coverage holds the story hasnt really broken"
X Link 2026-02-13T02:41Z [---] followers, [--] engagements

"@BDCPublications The streak is solid. But with HTGCs mostly floating rate loans coverage strength has been helped by higher rates. The real question is how NII holds up if we move into a rate cutting cycle"
X Link 2026-02-13T02:47Z [---] followers, [--] engagements

"@GiannoniSA Nickel impairment is accounting. Iron ore and copper cash flow is what moves the stock. If EBITDA and costs are improving the core story is intact"
X Link 2026-02-13T03:25Z [---] followers, [--] engagements

"@MrBanner20 @RebellioMarket For a cyclical like Vale weathering the storm usually means balance sheet + cost control. If theyre cutting costs while production holds thats how miners survive weak iron ore cycles and still be ready for the next upturn"
X Link 2026-02-13T03:26Z [---] followers, [--] engagements

"@TracyP69643 Energy has been doing its job. When growth names swing 5% in a day steady cash flow and real assets matter more than hype. $ET isnt flashy but boring income looks pretty good in a downturn"
X Link 2026-02-13T03:31Z [---] followers, [--] engagements

"@Mr_Derivatives For newer investors: Sideways action lets earnings catch up and weak hands exit. That base is what often powers the next move"
X Link 2026-02-13T12:09Z [---] followers, [----] engagements

"@Ashton_1nvests A 50% drawdown isnt just pain. It requires a 100% gain just to get back to even. And most stocks dont recover that within an investors timeline"
X Link 2026-02-13T12:11Z [---] followers, [--] engagements

"@InvestorDenis $ZETA about $8"
X Link 2026-02-13T14:00Z [---] followers, [--] engagements

"This isnt about dying. Its about losing the uber premium the market gave it when estimates were marching up every quarter. When a stock trades on expanding expectations the first hint of slowing revisions is enough to compress the multiple. 16% revenue growth is fine. 28% EPS growth is solid. But if the trajectory flattens the premium disappears fast. Its not fundamentals collapsing. Its the market paying less for the same business. https://twitter.com/i/web/status/2022310501531758673 https://twitter.com/i/web/status/2022310501531758673"
X Link 2026-02-13T14:02Z [---] followers, [--] engagements

"$MTNOY MTN is exploring fintech acquisitions to accelerate payments lending and remittances. Telecom is the base. Fintech is the margin expansion. If MoMo keeps scaling MTN starts looking less like a carrier and more like a financial platform with distribution built in"
X Link 2026-02-13T15:45Z [---] followers, [--] engagements

"$ET Texas LNG moving forward at the Port of Brownsville. This isnt hype. Its export capacity long term contracts and infrastructure being built on the ground. When LNG terminals advance it means pipelines processing storage and shipping all tighten. Energy demand isnt theoretical in South Texas. You can see it"
X Link 2026-02-13T20:25Z [---] followers, [---] engagements

"Ive never owned $NFLX. Every time I tried the service I found myself scrolling more than watching. Back then it felt like they had [--] great movie and [---] filler titles. Obviously the model evolved into originals and global content and the numbers prove they execute. I just never personally connected with the product enough to underwrite the valuation. Sometimes the best investment is the one you actually understand and use. https://twitter.com/i/web/status/2022512550454133204 https://twitter.com/i/web/status/2022512550454133204"
X Link 2026-02-14T03:25Z [---] followers, [--] engagements

"Yeah the YoY growth was strong. I think the bigger concern is the spending. Theyre investing heavily right now and the market worries that near term margins could dip before that investment pays off. Thats usually what moves a stock like this more than just comparing growth rates. https://twitter.com/i/web/status/2022513833776988333 https://twitter.com/i/web/status/2022513833776988333"
X Link 2026-02-14T03:30Z [---] followers, [---] engagements

"When $HIMS was trading near [--] people werent just buying revenue growth. They were buying the story. GLP-1 partnership with Novo. Category leadership. Big top-line numbers. The idea that margins would expand as this thing scaled. That justified a premium multiple. Since then the tone changed. The Novo partnership fell apart. FDA scrutiny around compounded GLP-1s got louder. Now instead of validation and optionality youve got regulatory risk and execution questions layered on top. And the margins didnt do what growth investors wanted them to do. Gross margin slipped from about 79% to about 74%"
X Link 2026-02-14T13:48Z [---] followers, [--] engagements

"@ekwufinance Gold miners arent competing with Apple or Big Tech for attention. Theyre competing for capital allocation. Until portfolios actually rebalance toward hard assets miners stay ignored no matter what gold does. Price moves first. Capital rotation comes later"
X Link 2026-02-07T19:51Z [---] followers, [----] engagements

"$SOFI While everyone talks about SoFi Stadium SoFi just expanded internationally. SoFi Hong Kong partnered with OSL to build an all-in-one investment app in Asia. At the same time: General Counsel bought shares EVP bought shares Expansion abroad. Insiders buying at home. Thats not defensive positioning. https://twitter.com/i/web/status/2022006537674510768 https://twitter.com/i/web/status/2022006537674510768"
X Link 2026-02-12T17:55Z [---] followers, [---] engagements

"$VALE Going into earnings: [----] production exceeded guidance Most asset freeze requests denied by Brazilian courts Multiple price target raises ahead of Q4 Iron ore sentiment wobbles. Operational execution improves. For a cyclical miner that balance matters"
X Link 2026-02-12T21:45Z [---] followers, [---] engagements

"$FRMI $500M non-recourse equipment financing secured. First Siemens turbines delivered for Project Matador. Infrastructure is moving. But the real question remains: Without long-term tenant commitments what does the demand profile look like Buildout reduces execution risk. Offtake reduces business risk. One is happening. The other still matters. https://twitter.com/i/web/status/2022094617873986022 https://twitter.com/i/web/status/2022094617873986022"
X Link 2026-02-12T23:45Z [---] followers, [---] engagements

"@TheRayMyers If I had to pick one from that list Id say $PGY. At $1B market cap it doesnt need perfection to 10x. But it does need operating leverage disciplined underwriting and capital access. Smaller base + real execution = asymmetry"
X Link 2026-02-13T03:41Z [---] followers, [----] engagements

"$STM AWS just expanded its multi-year multi-billion dollar chip deal with STMicro. And it includes warrants for up to 2.7% of the company. Thats not a one-off purchase. Thats supply security plus strategic alignment. When hyperscalers start locking in semiconductor capacity like this it tells you demand visibility is real. Infrastructure again. https://twitter.com/i/web/status/2022373958482546850 https://twitter.com/i/web/status/2022373958482546850"
X Link 2026-02-13T18:15Z [---] followers, [--] engagements

"We can expect customer growth to continue because theyre not just adding logos theyre increasing the value per client. By unifying first party data with AI driven targeting and measurable ROI across channels they give brands a reason to consolidate more spend onto one platform instead of splitting it across tools https://twitter.com/i/web/status/2022466656233038290 https://twitter.com/i/web/status/2022466656233038290"
X Link 2026-02-14T00:23Z [---] followers, [--] engagements

"@ekwufinance The direction makes sense. You can scale software in months. You cant scale copper supply grid capacity or heavy industrial buildout on that timeline. If trillions keep flowing into compute the constraint shows up in power materials and execution"
X Link 2026-02-14T03:38Z [---] followers, [---] engagements

"@StockChaser_ In all fairness the $HIMS thesis from [--] months ago isnt the same thesis today. When the narrative shifts expectations shift with it. That doesnt mean the company cant recover but it does mean the original setup has been materially altered"
X Link 2026-02-14T03:45Z [---] followers, [---] engagements

"@TheLongInvest I get the comparison but $ZETA and $GOOG dont trade the same way. $GOOG is system level. It moves with macro and flows. $ZETA is still sentiment driven and gets lumped in with SaaS whether it deserves it or not"
X Link 2026-02-14T05:04Z [---] followers, [---] engagements

"$PLTR Claude being used in a U.S. military operation through a Palantir contract is the bigger story. This is what embedment looks like. AI isnt a demo. Its operational. When models get deployed inside defense workflows thats not hype demand. Thats institutional integration. Thats a different level of stickiness. https://twitter.com/i/web/status/2022675948869505194 https://twitter.com/i/web/status/2022675948869505194"
X Link 2026-02-14T14:15Z [---] followers, [--] engagements

"@TheLongInvest Wave C only works the same if the fundamentals are intact. With $HIMS weve already seen a guidance reset and margin pressure. $ZETA hasnt had that kind of thesis break. So add in Wave C isnt a blanket rule. It depends on what actually changed"
X Link 2026-02-13T12:21Z [---] followers, [----] engagements

"$JMIA International sales jumped 82% in Q4. Driven mostly by Chinese sellers using Jumias platform. Thats not just growth. Thats a supply chain pivot. Lower cost sourcing plus improving working capital equals a very different company than [--] years ago"
X Link 2026-02-13T21:45Z [---] followers, [---] engagements

"@KobeissiLetter Longest losing streak since [----] and people are acting like the business disappeared. Volatility feels dramatic in the moment. For a company that size [--] red days is noise unless the fundamentals actually changed"
X Link 2026-02-14T00:27Z [---] followers, [----] engagements

"@elonmusk Solar will lead on new capacity. But it only dominates if you solve intermittency. Thats where batteries come in and $TSLA sells a lot of them. Solar + storage is the real model. Generation alone doesnt run a grid"
X Link 2026-02-14T14:19Z [---] followers, [--] engagements

"$ET Energy Transfer heads into earnings with AI power demand in the background. Natural gas isnt exciting. But data centers dont run on narratives. They run on power. If AI load keeps rising midstream volume matters more than commodity headlines. Thats where the long-term story sits. https://twitter.com/i/web/status/2022735088145011050 https://twitter.com/i/web/status/2022735088145011050"
X Link 2026-02-14T18:10Z [---] followers, [--] engagements

"@MikeLongTerm For years I've wanted to buy $VNM. Maybe today will be the day"
X Link 2025-12-05T13:56Z [---] followers, [--] engagements

"$VNM Vietnam keeps getting stronger behind the scenes. The country is investing heavily in logistics and cutting shipping costs so it can become one of the top global trade hubs. Even Amazon is helping Vietnam build out its e-commerce export system. This is the kind of long-term work that shows up in growth years down the road. #VNM #EmergingMarkets #Vietnam #Investing https://twitter.com/i/web/status/1997349535899595214 https://twitter.com/i/web/status/1997349535899595214"
X Link 2025-12-06T16:56Z [---] followers, [---] engagements

"$NVDA $VNM Everyone talks about where chips are manufactured; almost nobody talks about where the engineering talent comes from. Vietnams semiconductor projects are accelerating so fast that the bottleneck isnt money anymore; its skilled workers. That usually shows you a boom is real. Capital can flood in overnight. Talent takes years to build. #semiconductors #chips #FDI #Vietnam https://twitter.com/i/web/status/1998550605292515696 https://twitter.com/i/web/status/1998550605292515696"
X Link 2025-12-10T00:29Z [---] followers, [---] engagements

"$VNM As countries grow from developing to developed they need better factories better roads better tech and stronger exports. Vietnam is checking all these boxes. Growth like this does not happen fast but it compounds over time. #VNM #EmergingMarkets #Asia"
X Link 2025-12-10T06:05Z [---] followers, [--] engagements

"$VNM Vietnam keeps stacking real wins right now JustCo is opening new workspace centers in Ho Chi Minh City. U.S. demand for Vietnamese exports keeps rising. And Vingroup just got the green light for a multibillion dollar bullet train line. Thats steady growth in services exports and infrastructure all showing up at the same time. #Vietnam #EmergingMarkets #VNM https://twitter.com/i/web/status/1999268209355293056 https://twitter.com/i/web/status/1999268209355293056"
X Link 2025-12-12T00:01Z [---] followers, [---] engagements

"$VNM Southeast Asia is pulling in more offshore wind investment as the U.S. slows its own projects. When one major market hits pause the capital doesnt disappear; it just moves to where the doors are open. Vietnam and the Philippines are stepping into that gap and building out the energy base their factories and data centers will need for the next decade. #Energy #Vietnam #Renewables #SEAsia https://twitter.com/i/web/status/1999762717289185477 https://twitter.com/i/web/status/1999762717289185477"
X Link 2025-12-13T08:46Z [---] followers, [--] engagements

"$VNM - Vietnam is scaling up its industrial base again; the government just outlined a plan to expand national industrial park land to [------] hectares by [----]. Why it matters: More industrial parks mean more FDI more exports and more long-term manufacturing jobs. Thats the core engine behind Vietnams growth story and a big part of what supports funds like VNM. #Vietnam #EmergingMarkets #VNM https://twitter.com/i/web/status/1999897166408528250 https://twitter.com/i/web/status/1999897166408528250"
X Link 2025-12-13T17:40Z [---] followers, [---] engagements

"$VNM Vietnam isnt trying to replace China. Its becoming the place where global supply chains quietly expand. Talent. Manufacturing. Logistics. Capital. Long term growth. #Vietnam #EmergingMarkets #SupplyChains #FDI"
X Link 2025-12-15T16:50Z [---] followers, [---] engagements

"@PeterMallouk Worth noting Vietnam too. Vietnam was up 68% in [----] right alongside the top international performers here and that move came from manufacturing exports and credit growth rather than commodity spikes. Long $VNM"
X Link 2026-01-02T19:01Z [---] followers, [---] engagements

"$VNM Vietnam launched a national semiconductor coordination center backed at the state level to align wafer projects suppliers infrastructure and workforce development. This is not a flashy fab announcement; its the plumbing that makes scaling possible. You do not move up the electronics value chain without coordinated power grid capacity logistics and upstream planning. This is Vietnam shifting from assembly toward infrastructure backed manufacturing. Source: Vietnam Briefing https://twitter.com/i/web/status/2007199711703216588 https://twitter.com/i/web/status/2007199711703216588"
X Link 2026-01-02T21:17Z [---] followers, [---] engagements

"$VNM Vietnam is finishing the foundations phase. Finance infrastructure credit systems data and logistics are being built before scale shows up in GDP headlines. FDI keeps showing up. Bond markets are stabilizing. Multinationals keep expanding footprint even when headlines wobble. Supporting factors: International Financial Center launch in Ho Chi Minh City $5.5B in foreign borrowing targeted for [----] infrastructure First domestic semiconductor wafer fab breaks ground Metro rail stadium and logistics projects moving from plan to build Central bank guiding toward 15% credit growth in [----] Data"
X Link 2026-01-19T14:57Z [---] followers, [---] engagements

"$VNM Vietnam just locked in policy continuity. To Lam securing another term isnt about politics; its about reducing uncertainty for capital. FDI doesnt need perfection. It needs predictability. Manufacturing infrastructure and exports all benefit when the rules dont reset every cycle. Thats why Vietnam keeps absorbing supply chains while others debate them. Credit: Reuters / Bloomberg https://twitter.com/i/web/status/2015850977048338449 https://twitter.com/i/web/status/2015850977048338449"
X Link 2026-01-26T18:15Z [---] followers, [---] engagements

"$MTNOY $MTN.JO Most people in the U.S. only know the OTC ticker for MTN but the real action happens on the Johannesburg exchange. I am covering both now because MTN is one of the most important telecom and mobile money players in Africa and the story is much bigger than what U.S. investors usually see. #MTN #JSE #AfricaTech #Telecom #EmergingMarkets https://twitter.com/i/web/status/1997196558463652214 https://twitter.com/i/web/status/1997196558463652214"
X Link 2025-12-06T06:49Z [---] followers, [---] engagements

"$PLTR Palantir just rolled out Chain Reaction a new AI infrastructure platform built with Nvidia and CenterPoint Energy. This is a different lane than the usual enterprise wins; it pushes Palantir straight into the physical world of power grids data centers and real-time energy modeling.If the next wave of AI needs massive reliable energy this is Palantir positioning itself at the center of that stack.#AI #DataCenters #Energy #Software #PLTR https://twitter.com/i/web/status/1998027403159859503 https://twitter.com/i/web/status/1998027403159859503"
X Link 2025-12-08T13:50Z [---] followers, [--] engagements

"$MTN.JO $MTNOY - Management is actively cleaning up the mobile money business for a clear value unlock. Shareholders in Ghana just approved merging their MoMo entities a major structural step for cleaner operations. This protects the value of the mobile money division and paves the way for a potential public listing of the MoMo segment in the future. This is the kind of smart financial execution long term investors need to see. #AfricaFintech #MTNGroup #ValueUnlock #Fintech https://twitter.com/i/web/status/1998117328844689814 https://twitter.com/i/web/status/1998117328844689814"
X Link 2025-12-08T19:47Z [---] followers, [--] engagements

"$MTNOY $MTN.JO - The real growth story is connecting millions of new customers in Africa. MTNs partnership with SMEDAN to boost digital capacity for [--] million small businesses in Nigeria is huge. This is how the company drives massive sustainable transaction volume. They are directly digitizing the vast informal economy which immediately expands the market for their MoMo platform and ensures multi year growth. #EmergingMarkets #Nigeria #Jumia #DigitalEconomy #MarketScale https://twitter.com/i/web/status/1998147574789013799 https://twitter.com/i/web/status/1998147574789013799"
X Link 2025-12-08T21:48Z [---] followers, [--] engagements

"$JMIA $MTNOY $MTN.JO Nigerias new national set-top box rollout is getting way less attention than it should. More connected households mean more data more digital payments and a cleaner on-ramp for e-commerce growth. A rising digital baseline in the region helps every player building in that ecosystem. #JMIA #MTNOY #MTNJO https://twitter.com/i/web/status/1998883423734145351 https://twitter.com/i/web/status/1998883423734145351"
X Link 2025-12-10T22:32Z [---] followers, [---] engagements

"$MTNOY $MTN.JO - MTN and Huawei deployed RuralCow to bring mobile coverage to remote Nigerian villages. Rural connectivity isnt flashy but its one of the most meaningful growth levers in African telecom. Every new village MTN lights up becomes recurring revenue for years"
X Link 2025-12-13T02:00Z [---] followers, [--] engagements

"$MTNOY $MTN.JO MTN just crossed the [---] million subscriber mark across Africa and the Middle East. That scale is hard to match and keeps positioning MTN as one of the biggest mobile platforms on the continent. Growth in data use and mobile money should follow the subscriber base over time. #AfricaTech #Telecom #EM https://twitter.com/i/web/status/1999926798587416648 https://twitter.com/i/web/status/1999926798587416648"
X Link 2025-12-13T19:38Z [---] followers, [--] engagements

"$BTG - B2Gold brought its Goose gold mine in Nunavut into commercial production while continuing to navigate complex permitting and operations across multiple jurisdictions. Consistent execution in difficult operating environments tends to matter more for miners over time than short-term price moves. Source: The Northern Miner https://twitter.com/i/web/status/2004754861783445802 https://twitter.com/i/web/status/2004754861783445802"
X Link 2025-12-27T03:23Z [---] followers, [---] engagements

"Top [--] African Countries & the Best Crypto Exchanges to Use Crypto adoption across Africa is exploding but the best platform to use depends heavily on your country. Heres the cleanest breakdown 👇"
X Link 2025-11-19T02:21Z [---] followers, [--] engagements

"9 Rwanda Binance / Yellow Card Both have strong presence decent P2P volume and easier fiat conversions"
X Link 2025-11-19T02:24Z [---] followers, [--] engagements

"$VNM Vietnam is not a get rich quick play. It is a slow and steady growth story based on factories exports and rising incomes. This is the type of trend that rewards patient investors over years not months. #VNM #LongTerm #EmergingMarkets"
X Link 2025-12-12T15:10Z [---] followers, [--] engagements

"$VNM - Vingroup pulling back from the NorthSouth high-speed rail proposal triggered sharp volatility in Vietnams equity market. Its a reminder that large infrastructure plans still depend on balance sheets and available capital not just national ambition. Source: The Business Times https://twitter.com/i/web/status/2004713338283147739 https://twitter.com/i/web/status/2004713338283147739"
X Link 2025-12-27T00:38Z [---] followers, [---] engagements

"@MMatters22596 Just for fun Ill just pick the one I think belongs at the bottom of the list: $STE. Great company solid business just not the kind of setup that usually delivers a 10x in [--] yrs"
X Link 2026-01-23T02:16Z [---] followers, [---] engagements

"Big players are going on-chain. $PYPL $BLK $FNF now part of Ethereums $18.6B tokenization boom up 2000% this year. Real finance is moving to blockchain. #Ethereum #Tokenization $ETH $BMNR https://ambcrypto.com/paypal-blackrock-fidelity-inside-ethereums-18-6b-tokenization-boom/ https://ambcrypto.com/paypal-blackrock-fidelity-inside-ethereums-18-6b-tokenization-boom/"
X Link 2025-11-12T03:22Z [---] followers, [---] engagements

"$FRMI Analysts are finally catching up to what a lot of us have been watching for months. Texas energy growth data center demand and advanced nuclear arent future themes anymore theyre happening right now. The smart money always moves first. Everyone else is just now realizing whats building under the surface. #nuclear #energy #datacenters #investing"
X Link 2025-11-30T19:27Z [---] followers, [---] engagements

"Capital doesnt move where the loudest stories are. It moves where systems are being built. Africa fintech isnt speculative anymore. Its daily-use infrastructure. Vietnam isnt a trade story. Its an infrastructure and FDI story. AIs power demand is forcing money into energy and grids whether people like it or not. These are slow compounding systems not hype cycles. What emerging or frontier market thesis do you have the highest conviction in over the next decade"
X Link 2026-01-24T03:01Z [---] followers, [---] engagements

"$VNM Vietnam Weekly Update Vietnams growth story is still driven by long term forces not daily market moves. Foreign companies are still investing in Vietnam. Money continues to flow into electronics factories and export focused manufacturing. This is part of a multi year shift as companies spread production across more countries instead of relying on one. Exports have slowed compared with last year but the slowdown looks controlled. Orders have leveled out instead of collapsing. Companies are adjusting output rather than cutting plans. That matters because it points to stability not stress."
X Link 2025-12-19T02:30Z [---] followers, [--] engagements

"$VNM Vietnams central bank said credit growth reached 19% in [----]. Thats not a slowdown signal. Thats an expansion signal. The chart shows whats been happening underneath the surface: credit growth has been rising faster than nominal GDP for years. That usually shows up when a country is still building: manufacturing capacity infrastructure housing and domestic consumption. Vietnam remains in scale mode not harvest mode. Source: Bloomberg / State Bank of Vietnam / Fitch Ratings https://twitter.com/i/web/status/2007081946623758836 https://twitter.com/i/web/status/2007081946623758836"
X Link 2026-01-02T13:30Z [---] followers, [--] engagements

"$VNM Vietnam keeps doing it right. Even with tariff pressure growth is holding up on exports and public investment. Over $38B in FDI in [----] tells you capital isnt guessing. Its committing. Credit: Bloomberg / Vietnam Plus"
X Link 2026-01-05T16:00Z [---] followers, [--] engagements

"@dividendology Im backing emerging markets this year again. $JMIA $MTNOY $VNM DYOR"
X Link 2026-01-06T03:32Z [---] followers, [---] engagements

"$VNM Rare earth supply keeps moving closer to the point of use. LS Eco Energy just approved a $19.2M investment to expand rare earth metal processing in Vietnam converting oxides into finished metals at a new refinery in Ho Chi Minh City. Thats downstream control not just mining. Source: company disclosure / Vietnam investment approval https://twitter.com/i/web/status/2009609350390636688 https://twitter.com/i/web/status/2009609350390636688"
X Link 2026-01-09T12:53Z [---] followers, [--] engagements

"$VNM Rare earth supply keeps moving closer to the point of use. LS Eco Energy just approved a $19.2M investment to expand rare earth metal processing in Vietnam converting oxides into finished metals at a new refinery in Ho Chi Minh City. Thats downstream control not just mining. Source: company disclosure / Vietnam investment approval https://twitter.com/i/web/status/2009790291616682012 https://twitter.com/i/web/status/2009790291616682012"
X Link 2026-01-10T00:52Z [---] followers, [--] engagements

"$VNM Vietnam has something a lot of countries do not. It has trade deals with the U.S. and Europe a young population and a government that actually supports business growth. That combination is rare and it drives long term value. #VNM #Investing #GlobalEconomy"
X Link 2025-12-11T16:08Z [---] followers, [--] engagements

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