@CoffeeStocksGuy Coffee House Stocks

Coffee House Stocks posts on X about $te, $onds, $nbis, investment the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

[--] Week [-------] +394%
[--] Month [-------] +42%
[--] Months [----------] +115%
[--] Year [-----------] +397%

Mentions: [--] #

[--] Week [--] +65%
[--] Month [---] -58%
[--] Months [---] +7,422%
[--] Year [---] +6,670%

Followers: [-----] #

[--] Week [-----] +29%
[--] Month [-----] +47%
[--] Year [-----] +1,203%

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

Social Influence

Social category influence finance #4942 stocks 14.52% cryptocurrencies #3770 financial services #1667 technology brands 1.61% currencies 0.81% exchanges 0.81% countries 0.81%

Social topic influence $te #5, $onds #15, $nbis #22, investment #1053, money 11.29%, $rklb #5, stocks #322, ai 9.68%, business #2850, this is 8.06%

Top accounts mentioned or mentioned by @user889889 @pepinveststocks @accountingds @kobeissiletter @highpeaksventur @itssaltyyyy @chillbobhouse @sammoneytalks @deitaone @yoki_sgn @accounting_ds @mikealfred @asyminvestor @kevin58466550 @thestoiccapital @trizzlex69 @ryansfinance @lphafool @denebulord @reececards

Top assets mentioned Ondas Holdings Inc. Common Stock (ONDS) Nebius Group N.V. Class A Ordinary Shares (NBIS) Rocket Lab USA, Inc. Common Stock (RKLB) Planet Labs PBC (PL) Bitcoin (BTC) Iris Energy Limited (IREN) Metaplanet Inc. (MTPLF) Cipher Mining Inc. Common Stock (CIFR) UiPath, Inc. (PATH) Strategy (MSTR) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Goldman Sachs (GS) Born in [--] (19) CLEANSPARK INC (CLSK)

Top Social Posts

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

"$ONDS just acquired Rotron Aerospace - a UK-based developer of long-range unmanned strike platforms for defence customers. Why this matters for the autonomous defence thesis: NATO footprint - Ondas now has UK defence manufacturing capability 🎯 Autonomous strike platforms- the exact category every Western military is scaling right now 📋 Adds to a run of catalysts: In the last [--] weeks: $959M capital raise at 17.5% premium ($16.45/share) $30M Israel demining contract (largest ever in the country) Asia-Pacific government defence deal via Airobotics DoW Blue List approval for Optimus drone And"
X Link 2026-02-13T13:29Z [----] followers, [----] engagements

"Im still closely watching Capital B $ALCPB closely when Bitcoin sentiment picks up again. Great team and good bitcoin stack. Market cap to NAV is currently at 0.787x. Been on my radar for a while as much easier to buy than SWC also. Could be a minor allocation soon"
X Link 2025-11-18T14:42Z [----] followers, [---] engagements

"@midascabal $MTPFL or $ALCPB both other great btc treasuries. Also Sui is such a weird name right now the tech seems great but it just doesnt have the activity. Thoughts"
X Link 2025-11-24T08:44Z [----] followers, [---] engagements

"LFG $ALCPB Btw the best accounts for Capital B are @ZynxBTC @Bthemoon2030. Both awesome accounts ive learnt from. HIGHER"
X Link 2025-12-04T08:06Z [----] followers, [---] engagements

"$MTPLF #DN3 is testing its [--] EMA as we speak"
X Link 2025-12-10T10:11Z [----] followers, [---] engagements

"As expected #DN3 $MTPLF is flat today in the wake today of flat $BTC price action. Whats your future PTs for this stock"
X Link 2025-12-15T07:15Z [----] followers, [---] engagements

"$TE is red in the pre-market🔴🔴🔴 👹Here is why: Jefferies has downgraded First Solar (ticker FSLR) and trimmed its price target. What actually happened: Jefferies cut its rating from Buy to Hold. Jefferies also reduced its price target from [---] USD to [---] USD. The downgrade and lower PT triggered a 10% selloff in the shares on the day of the note. Key reasons Jefferies gave Limited policy upside from trade/tariff tailwinds like Section [---] versus what had been priced in. Reduced visibility on future bookings after guidance cuts debookings and margin pressure in prior periods. Concerns"
X Link 2026-01-29T14:06Z [----] followers, [----] engagements

"Morning everyone I am now red on my $TE position. Content to maintain my hold - fundamentals havent changed the market is just being irrational. However with $BTC at such lows the temptation to full port is there. And yes that means selling my $TE into $BTC Time to rethink with a coffee. https://twitter.com/i/web/status/2018259758793253174 https://twitter.com/i/web/status/2018259758793253174"
X Link 2026-02-02T09:46Z [----] followers, [---] engagements

"T1 ENERGY ($TE) - THE MACRO COLLISION $TE just dropped 11.7% from its ATH in [--] days. But heres what Wall Street isnt telling you: The fundamentals didnt change. The market just had a panic attack. A thread on what really happened what the data shows and where we go from here 👇 https://twitter.com/i/web/status/2018309775302275540 https://twitter.com/i/web/status/2018309775302275540"
X Link 2026-02-02T13:05Z [----] followers, [---] engagements

"🔬 T1 ENERGY ( $TE ) - DEEP RESEARCH REPORT EXECUTIVE SUMMARY Quick Answer: T1 Energy ($TE) displays strong asymmetric bet characteristics with a 4:1 risk/reward ratio. Current Price: $8.82 12-Month Target: $12-18 Bear Case: $5-6 Bull Case: $22-25 [--]. 💰 THE BUSINESS MODEL How They Make Money (Plain English) T1 Energy manufactures solar panels in Texas. They take silicon glass and aluminum and assemble them into the panels that power homes businesses and data centers. Two Revenue Streams: A. Solar Panel Sales ($200-210M/quarter) G1_Dallas: [--] GW module factory (operational 1000+ employees)"
X Link 2026-02-03T13:44Z [----] followers, 12.4K engagements

"Some graphs are just too good to ignore. Here's a Gemini-led analysis of the current $TE Daily Chart: In summary the chart looks like it will overlap perfectly with the $TE earnings call 👀. [--]. The Slope Analysis (Velocity of Trend) Angle of Ascent: Your bottom trendline has a slope of roughly [--] degrees. Why it matters: [--] degrees: Weak trend prone to stagnation. [--] degrees: Unsustainable "parabolic" move prone to crashing. [--] degrees: The "Goldilocks" zone. This indicates sustainable institutional accumulation. It means new buyers are entering at a steady predictable pace absorbing supply"
X Link 2026-02-04T10:55Z [----] followers, [----] engagements

"It's becoming more and more likely that $IREN hasn't earnt a deal. Big sell off continues amongst Data Centers. glad I didn't fomo in. $IREN $CIFR $CLSK"
X Link 2026-02-04T14:54Z [----] followers, [----] engagements

"$TE not looking good right now. Did not expect the contagion. If we break $8 $7.50 next"
X Link 2026-02-04T15:56Z [----] followers, [----] engagements

"🚨🚨🚨 [----] FOLLOWERS WOW I started this page just in November to try and learn more about the markets and share trade ideas inspired by @mikealfred . We started small and over time have grown to [----] members of the Roastery My next milestone is to push my $BTC stacking protocol (link in bio) out to fellow students and white collar workers to help share my experience. Its just 5/$6 so is super accessible and helps me out as a student with not lots of capital spare If youre interested Id really appreciate the support. Love you all fam - Coffee House"
X Link 2026-02-04T19:37Z [----] followers, [---] engagements

"Yesterday felt like watching a regime change in real time. Not just a red day. The moment the market decided certain business models are no longer safe. $285 billion wiped out in a single session. The worst day for software stocks since April. This wasn't a normal selloff. This was the market repricing an entire category of business models in real time. The catalyst Anthropic released [--] AI automation plugins on Friday. Legal. Finance. Sales. Marketing. Data analysis. The tools don't just assist. They replace. Contract review. Compliance work. Financial modeling. The grunt work that armies of"
X Link 2026-02-05T10:57Z [----] followers, [----] engagements

"$TE is down 10% this week. And I'm not selling. Here's my thinking: Solar isn't software. AI doesn't automate building panels in the Arizona desert. It doesn't replace grid infrastructure. It doesn't negotiate utility contracts. $TE is physical. Tangible. The kind of business that AI helps not replaces. While everyone's panicking about which software stocks survive the AI apocalypse I'm stacking a company that's building actual things in the real world. The thesis hasn't changed. The price has. That's when I buy more. Yesterday felt like watching a regime change in real time. Not just a red"
X Link 2026-02-05T13:47Z [----] followers, [----] engagements

"WATCHLIST UPDATE POST Sea of red today. Heres whats bleeding and why: Bitcoin proxies getting crushed: $MSTR: -12.64% $MTPLF: -13.12% $CIFR: -7.16% $BTC broke below $70k. The leveraged plays are taking it worse. Strategy (MSTR) down $16 in a single session. Pain. Precious metals correction: Gold: -1.93% $XAUUSD Silver: -13.34% Silvers down 13% in a day. Thats not a dip thats a flush. If you were chasing the metals rally last week today hurts. My energy names: $TE: -2.39% $IREN: -6.07% $TE holding up relatively well considering the chaos. Still above key support at $7.50. $IREN getting hit"
X Link 2026-02-05T17:40Z [----] followers, [---] engagements

"The most important satisfactions report of [----] was supposed to drop today. It didn't. The January jobs report has been delayed to February [--] because of the government shutdown. Markets are flying blind. But the proxy data that DID come out this week tells a story the delayed report will likely confirm: [--]. ADP: +22000 jobs. Expected +48000. Outside healthcare every sector was negative. [--]. JOLTS: 6.54M openings. Lowest since September [----]. There are now more unemployed Americans than job openings for the first time since [----]. [--]. Challenger layoffs: [------] announced in January. Highest"
X Link 2026-02-06T22:00Z [----] followers, [---] engagements

"This was the wildest week in markets since April. Monday: Dow hits a record high. Markets look fine. By Thursday: Bitcoin crashed to $60000. The S&P [---] went negative for the year. $1.5 trillion wiped from the Nasdaq in three days. The crypto Fear & Greed Index hit 6- below FTX-collapse territory. By Friday: The Dow surged [----] points. First close above [-----] ever. Nvidia up 8%. Bitcoin bounced 15% off the lows. What just happened Three forces collided at once: ate software alive. Anthropics new tools triggered a panic about whether SaaS companies can survive. The software ETF (IGV) dropped"
X Link 2026-02-08T12:51Z [----] followers, [---] engagements

"@Micro2Macr0 Do you think its a relief bounce before lower or that the bottom is in"
X Link 2026-02-10T07:08Z [----] followers, [--] engagements

"@Shan_Specter Dont we all"
X Link 2026-02-10T11:12Z [----] followers, [--] engagements

"The AI infrastructure sector is about to go parabolic. Here's how I'm positioning my portfolio : 🔌 Power: $TE (solar) $OKLO (nuclear) ☁ Data Centers: $IREN $CIFR $NBIS 🛰 Data: $PL (satellites) $RKLB (space) 🤖 Automation: $ONDS Every AI model needs power storage and data. I'm buying the pickaxes. Save this for later 🔖 https://twitter.com/i/web/status/2021192483846357281 https://twitter.com/i/web/status/2021192483846357281"
X Link 2026-02-10T12:00Z [----] followers, [----] engagements

"@asym_investor It may be controversial but im not happy doesnt look good for me but I get why some are unconcerned. Lets see"
X Link 2026-02-10T13:58Z [----] followers, [--] engagements

"The market is telling you something right now. Small caps are CRUSHING large caps in [----]. Russell [----] up 8%+ YTD while the S&P [---] barely moves. This is the Great Rotation - and most people are still staring at mega-cap tech wondering what happened. The stocks here Built for this exact environment. 👇 $TE US SOLAR DOMINANCE $ASTS $RKLB SPACE THEME $SATL $PL SATELLITE IMAGERY $IREN $CIFR $NBIS DATA CENTERS Save for later https://twitter.com/i/web/status/2021222629168873719 https://twitter.com/i/web/status/2021222629168873719"
X Link 2026-02-10T14:00Z [----] followers, [---] engagements

"@asym_investor @andromeda_IX Agreed - Im not selling shares because of it"
X Link 2026-02-10T14:05Z [----] followers, [--] engagements

"@PepInvestStocks You know it. What assets do you have eyes on"
X Link 2026-02-10T14:19Z [----] followers, [--] engagements

"My Conclusion from the thesis below: Nebius ( $NBIS) presents a high-conviction asymmetric opportunity for investors with: Long time horizons (18-36 months) High risk tolerance (comfortable with 20-40% volatility) Conviction in AI infrastructure TAM (belief that AI compute demand sustains) Trust in management execution (Yandex pedigree recent deal velocity) Why the asymmetry exists: Structural supply-demand imbalance in AI compute creates tailwinds through [----] Valuation dislocation vs. peers (3.3x vs. 10x for CoreWeave) $20+ billion hyperscaler backlog provides revenue visibility Physical"
X Link 2026-02-10T14:29Z [----] followers, [---] engagements

"@Kevin58466550 Im a fan - not happy with recent earnings call though"
X Link 2026-02-11T11:53Z [----] followers, [--] engagements

"@PepInvestStocks Interesting whats your favourite"
X Link 2026-02-11T13:30Z [----] followers, [---] engagements

"@TheStoicCapital Agreed - the timing is just very strange"
X Link 2026-02-11T13:30Z [----] followers, [---] engagements

"Comments now posted $TE Something needs to be said about $TE and the sudden departure of their Chief Accounting Officer last week. I've been one of the biggest $TE bulls on this platform. That doesn't mean I'll stay silent when something doesn't sit right. Full thoughts coming later today. Something needs to be said about $TE and the sudden departure of their Chief Accounting Officer last week. I've been one of the biggest $TE bulls on this platform. That doesn't mean I'll stay silent when something doesn't sit right. Full thoughts coming later today"
X Link 2026-02-11T14:42Z [----] followers, [----] engagements

"To be clear on $TE - here's why I still hold despite the CAO concerns: G1_Dallas fully ramped producing modules NOW G2_Austin construction started - [---] GW Phase [--] $160M in 45X tax credits already monetised [---] MW supply deal with Treaty Oak signed Analyst target $10.50 vs current $6.60 The thesis is US domestic solar manufacturing at scale. That hasn't changed. What changed is my confidence in management transparency. And that matters. Both things can be true. 📊 I AM NOT A BEAR https://twitter.com/i/web/status/2021647990373396894 https://twitter.com/i/web/status/2021647990373396894"
X Link 2026-02-11T18:10Z [----] followers, [----] engagements

"@accounting_ds @spacanpanman I really enjoyed spacs account. Im confused why I got blocked - no need for insults. Im still a $TE bull also. Quite gutted I got blocked due to this"
X Link 2026-02-11T18:15Z [----] followers, [---] engagements

"Where are all of the haters now $TE falls below $7 and im a buyer again - massively reducing my cost basis. Important to remember that you should never take investment advice from unverified accounts hating on X. $TE is going so much higher.🔥🔥"
X Link 2026-02-11T18:22Z [----] followers, [----] engagements

"@trizzlex69 Are you fully allocated"
X Link 2026-02-11T22:08Z [----] followers, [--] engagements

"@ryansfinance @accounting_ds Respect man - thanks for giving a bit more balance to this"
X Link 2026-02-11T22:08Z [----] followers, [--] engagements

"@LphaFool CAO left company at a time when accounting is being scrutinised"
X Link 2026-02-11T22:10Z [----] followers, [--] engagements

"@DeNebulord @itssaltyyyy I just gave a view of the CAO situation that was contrarian and now everyone hates me haha I have to reiterate that Im still bullish $TE"
X Link 2026-02-11T22:13Z [----] followers, [---] engagements

"@chillbobhouse @accounting_ds He looks great"
X Link 2026-02-11T22:13Z [----] followers, [--] engagements

"@itssaltyyyy @accounting_ds Best way to be - Im not bearish tho"
X Link 2026-02-11T22:13Z [----] followers, [--] engagements

"@ReeceCards @accounting_ds Understand that and yes it is a big issue"
X Link 2026-02-11T22:13Z [----] followers, [--] engagements

"End of the day time to log off. Been a weird day my post on $TE caught on and suddenly I was community enemy no.1 for raising a valid criticism. Its very easy to bash at a sub $3 cost basis when mine was $8. I have taken some losses and I own that. But the attacks today were very disappointing to see. Especially after Ive spent so much time in the community and supporting it. Some people will never be happy. Not going to let it raise my cortisol Have a great evening US friends. https://twitter.com/i/web/status/2021724135173263787 https://twitter.com/i/web/status/2021724135173263787"
X Link 2026-02-11T23:12Z [----] followers, [----] engagements

"@itschrisray [----] do i need to up it👀"
X Link 2026-02-12T13:53Z [----] followers, [---] engagements

"$TE continues to fall. I continue to accumulate with my newfound cash. All of the haters yesterday have egg on their faces I made a decision that was right for me and my financial position. Cost basis down again"
X Link 2026-02-12T14:58Z [----] followers, [----] engagements

"$NBIS just reported Q4 earnings and the headlines say "double miss." EPS: -$0.68 vs -$0.44 expected (miss by 55%) Revenue: $227.7M vs $242.8M expected (miss by 6%) Sounds terrible right Now look at the numbers that actually matter: [--]. ARR hit $1.25 BILLION - beating their own $900M-$1.1B guidance by 14% [--]. Contracted power raised to [---] GW - up from [---] GW [--]. Revenue still up 547% YoY and 56% QoQ [--]. New data centres in Missouri Oklahoma Alabama Minnesota France This is EXACTLY what happened last quarter. Nebius "missed" estimates while being completely sold out. Analysts still can't model"
X Link 2026-02-12T15:22Z [----] followers, [---] engagements

"The market seems to agree with my concerns. Anonymous X mobs need to chill out. These are great prices to buy $TE at. I'm one of the biggest $TE bulls on here. But I'm not going to pretend the sudden termination of their Chief Accounting Officer doesn't raise questions. Denise Cruz was terminated on Feb [--]. Same day they promoted the SEC reporting lead to replace her. No transition period. I'm one of the biggest $TE bulls on here. But I'm not going to pretend the sudden termination of their Chief Accounting Officer doesn't raise questions. Denise Cruz was terminated on Feb [--]. Same day they"
X Link 2026-02-12T15:58Z [----] followers, [----] engagements

"@CaptainCookx100 Stop marrying the stock"
X Link 2026-02-12T20:40Z [----] followers, [--] engagements

"@TnTMedia10 @KobeissiLetter But they cant ever get into my wallet if i dont give the password"
X Link 2026-02-12T22:00Z [----] followers, [--] engagements

"@Mindset4Money_X I sold most of my positions on the first day of red took losses but I'm glad to have it now"
X Link 2026-02-13T09:20Z [----] followers, [---] engagements

"@Investor_Jelle How are you mate"
X Link 2026-02-13T09:35Z [----] followers, [--] engagements

"@Investor_Jelle Great here man. Have a great day"
X Link 2026-02-13T09:39Z [----] followers, [--] engagements

"@Sammoneytalks @aleabitoreddit Yeah - Claude is literally the only model you need at this point"
X Link 2026-02-13T10:02Z [----] followers, [--] engagements

"@DeItaone BULLISH"
X Link 2026-02-13T12:18Z [----] followers, [---] engagements

"@DeItaone Its a SCAM BILL"
X Link 2026-02-13T12:28Z [----] followers, [---] engagements

"@user889889 Certainly not ideal"
X Link 2026-02-13T13:33Z [----] followers, [---] engagements

"@user889889 At this rate it is worrying"
X Link 2026-02-13T15:12Z [----] followers, [--] engagements

"@user889889 Thanks for your insights man - what in particular alarmed you"
X Link 2026-02-13T15:18Z [----] followers, [--] engagements

"@JaysWorldView Smart money isnt dumping"
X Link 2026-02-13T19:34Z [----] followers, [---] engagements

"11 days until $RKLB reports earnings. This is the single most important catalyst on my watchlist in [----]. Here's why I'll be publishing my full pre-earnings analysis this week: Electron launch cadence is accelerating HASTE hypersonic test platform has zero competition Neutron development timeline is the make-or-break Revenue growth trajectory needs to confirm the narrative I've been watching $RKLB for months. Feb [--] either validates the thesis or forces a reassessment. Full breakdown coming this week. Follow so you don't miss it. $RKLB https://twitter.com/i/web/status/2023113833683026281"
X Link 2026-02-15T19:15Z [----] followers, [----] engagements

"$NBIS / Nebius Group: The sleeper AI infrastructure play of [----]. Nebius is currently suffering a drawback from the highs of October. Here is why I see massive opportunity. Please consider liking and sharing this to help the community grow Thank you. Here is the short analysis. 🧵👇 https://twitter.com/i/web/status/2001641968888144159 https://twitter.com/i/web/status/2001641968888144159"
X Link 2025-12-18T13:13Z [----] followers, [----] engagements

"Who did I add to yesterday [--]. $NBIS - so undervalued and the demand for cloud space is ever growing. Confirmed deals gives legitimacy to the company. Essentially buying five growing businesses within one name [--]. $PATH - AI automation looks like a sector waiting to explode in [----]. - Come on look at that gorgeous balance sheet - It was down 4% at one point yesterday picked up some shares as it was massively being oversold - And as always I know some great accounts that are also big fans of $PATH like myself @nicaqs @CaesarCapitalz [--]. $IREN - Power live this year. - Potential more deals to"
X Link 2026-01-03T08:40Z [----] followers, 13.3K engagements

"@CashApp Let us pay bills in bitcoin. A true Bitcoin standard"
X Link 2026-02-10T07:10Z [----] followers, [---] engagements

"BULLISH on this setup heading into mid-week 🔥 Full watchlist check-in: $RKLB - Down from $99 to $76. Overreaction. $816M defense contract [--] launches completed Q4 earnings Feb [--]. $PL - Hit the $21 earnout milestone. RPO up 371% YoY. Revenue up 33%. The satellite data thesis is playing out in real time. $NBIS - AI infrastructure sleeper. While everyone panics about software stocks the picks-and-shovels plays are quietly building. $ONDS - Drone demand thesis intact. Patient money wins. Small caps are leading [----] for a reason. These are the stocks built for this rotation."
X Link 2026-02-10T15:40Z [----] followers, [---] engagements

"Market observation: Software stocks getting crushed as AI automation concerns spread. Meanwhile space & defense ( $RKLB) satellite data ( $PL) and fiber infrastructure ( $ONDS) are building real revenue with real contracts. The future isn't all software. Invest in atoms not just bits. https://twitter.com/i/web/status/2021310702753870135 https://twitter.com/i/web/status/2021310702753870135"
X Link 2026-02-10T19:50Z [----] followers, [----] engagements

"Something needs to be said about $TE and the sudden departure of their Chief Accounting Officer last week. I've been one of the biggest $TE bulls on this platform. That doesn't mean I'll stay silent when something doesn't sit right. Full thoughts coming later today"
X Link 2026-02-11T12:26Z [----] followers, [----] engagements

"$NBIS Q4 numbers are in - and it's complicated. Revenue: $227M vs $242M estimate - MISS Before you panic: remember what happened last quarter. Nebius "missed" revenue estimates while being COMPLETELY SOLD OUT. Analysts still don't know how to model this business. What I'm watching from the conference call: - [----] revenue guidance (first time they're giving this) - Capacity update: are they still on track for 800MW-1GW connected by YE2026 - Microsoft/Meta revenue ramp pace - Capex guidance (analysts expect $10.6B for 2026) The demand side is NOT the question. Goldman says US data centre demand"
X Link 2026-02-12T12:05Z [----] followers, [----] engagements

"@KobeissiLetter Oh my god. This is awful. Not your coins on the exchange. Cold wallet always wins"
X Link 2026-02-12T18:29Z [----] followers, [----] engagements

"Morning everyone Hope we're all well. After many red days we could possibly see a relief bounce similar to last week. What do you think Have a great day"
X Link 2026-02-13T09:18Z [----] followers, [---] engagements

"@mikealfred @stox_trader I need to add too. How does it compare to $MSTR or $MTPLF mike"
X Link 2026-02-13T16:55Z [----] followers, [---] engagements

"@valerijatrades1 @lindsaybitcoin 99% of people hold no Bitcoin"
X Link 2026-02-15T22:02Z [----] followers, [--] engagements

"@YoYInvestor Ahh right Long time ago Apologies for the slip up mate"
X Link 2026-02-15T14:44Z [----] followers, [--] engagements

"@Highpeaksventur @MajusiMr Im curious too"
X Link 2026-02-15T20:57Z [----] followers, [--] engagements

"@Berlinergy Appreciated mate Just tried giving a really simple to understand summary for any new investors. SO BULLISH"
X Link 2026-02-15T16:40Z [----] followers, [--] engagements

"@jcherrera96 There would be a lot of very happy people in the $ONDS community 👀"
X Link 2026-02-15T16:56Z [----] followers, [--] engagements

"$BKKT is up 90% since New Years 👀 Is FinX missing a gem here Reminder it hit an ATH of $49 in October👻 Interesting stock"
X Link 2026-01-13T08:52Z [----] followers, [---] engagements

"$PATH $ONDS $PL $NBIS BULLISH into Q1 🚨🚨 Here's what I'm watching this week: $PL - Satellite data demand is exploding. Government contracts incoming. $ONDS - Drone deliveries aren't a meme anymore. 600% YoY growth. $PATH - The AI automation play nobody's talking about. $NBIS - Nvidia's secret https://t.co/qZLZL21V3w BULLISH into Q1 🚨🚨 Here's what I'm watching this week: $PL - Satellite data demand is exploding. Government contracts incoming. $ONDS - Drone deliveries aren't a meme anymore. 600% YoY growth. $PATH - The AI automation play nobody's talking about. $NBIS - Nvidia's secret"
X Link 2026-02-09T18:07Z [----] followers, [----] engagements

"$NBIS new sites announced 👀"
X Link 2026-02-12T12:16Z [----] followers, [---] engagements

"BULLISH into Q1 🚨🚨 Here's what I'm watching this week: $PL - Satellite data demand is exploding. Government contracts incoming. $ONDS - Drone deliveries aren't a meme anymore. 600% YoY growth. $PATH - The AI automation play nobody's talking about. $NBIS - Nvidia's secret weapon for cloud infrastructure. Which one are you adding 👇 https://twitter.com/i/web/status/2020830161911033919 https://twitter.com/i/web/status/2020830161911033919"
X Link 2026-02-09T12:00Z [----] followers, [----] engagements

"THE ULTIMATE NEBIUS ( $NBIS ) INVESTMENT THESIS Why I believe $NBIS is a highly asymmetric AI infrastructure bet: [--]. Multibillion long-term AI deals locked in [--]. Massive revenue ramp potential [--]. Structural AI compute shortage means every MW of capacity is getting absorbed at attractive economics [--]. Valued at a discount to key neocloud peers despite similar business model and growth profile [--]. The company projects annualized run-rate revenue of $7-9 billion by end-2026 representing a potential 1300%+ increase from its Q3 [----] run-rate of $551 million. [--]. The Business Model: How Nebius Makes"
X Link 2026-02-09T16:59Z [----] followers, 16.9K engagements

"I'm one of the biggest $TE bulls on here. But I'm not going to pretend the sudden termination of their Chief Accounting Officer doesn't raise questions. Denise Cruz was terminated on Feb [--]. Same day they promoted the SEC reporting lead to replace her. No transition period. No explanation beyond the 8-K filing. Here's what concerns me: This is a company building a $400M+ fab in Austin. They just completed a $160M tax credit sale. They have earnings on Feb [--]. And they fire their CAO with ZERO public explanation three weeks before reporting In small-cap investing trust is everything. $TE's"
X Link 2026-02-11T14:41Z [----] followers, 19.5K engagements

"On Wednesday I questioned $TE's sudden CAO termination. The response was intense. So I pulled every 13F filing and every SEC Form [--]. What I found Smart money is completely split on $TE: BULL SIDE: Vanguard +58% UBS +698% Goldman +267% BEAR SIDE: KIM LLC dumped 82% of their position. [--] NEW institutional positions this quarter. [--] fully exited. Plus: [--]. Culper's short report (FUD but concerns linger). [--]. The RWE lawsuit. [--]. The CAO termination. And now Pomerantz Law Firm investigating. Full breakdown with every number this afternoon. 👇 https://twitter.com/i/web/status/2022268262504161755"
X Link 2026-02-13T11:15Z [----] followers, [----] engagements

"@OndasHoldings Non stop $ONDS $ONDS just acquired Rotron Aerospace - a UK-based developer of long-range unmanned strike platforms for defence customers. Why this matters for the autonomous defence thesis: NATO footprint - Ondas now has UK defence manufacturing capability 🎯 Autonomous strike platforms- https://t.co/yuEHwasIjN $ONDS just acquired Rotron Aerospace - a UK-based developer of long-range unmanned strike platforms for defence customers. Why this matters for the autonomous defence thesis: NATO footprint - Ondas now has UK defence manufacturing capability 🎯 Autonomous strike"
X Link 2026-02-13T14:40Z [----] followers, [----] engagements

"This week I questioned $TE's CAO termination. I pulled every 13F filing and SEC Form [--]. The result Smart money is completely divided on $TE. Here's the full picture: THE BULL CASE - Institutions are piling in: Vanguard increased their position 58% QoQ - now holds 10.5M shares UBS surged 698% QoQ - 4.5M shares Goldman Sachs increased 267% - 1.4M shares BNP Paribas up 5484% - 1.5M shares [--] NEW institutional positions opened this quarter THE BEAR CASE - Others are running: KIM LLC dumped 81.7% of their position - sold 5.8M shares in one quarter Franklin Resources reduced 11.4% Cambridge"
X Link 2026-02-13T15:00Z [----] followers, [----] engagements

"$TE remains red on a day of green. Many have attacked me for my concerns citing a 'rotation' where risk-on stocks have taken a hit. Whilst this is absolutely true surely we can all admit that it's worrying to see $TE still declining on a day of green across the board. Why is this"
X Link 2026-02-13T16:52Z [----] followers, [----] engagements

"I've laid out the bear case. Now here's why I still hold $TE: The fundamentals haven't changed: G1_Dallas is producing modules and generating revenue NOW G2_Austin Phase [--] (2.1 GW) construction is underway $160M in 45X tax credits already monetised and SOLD [---] MW supply deal with Treaty Oak signed [---] GW fixed-margin offtake contract for [----] deliveries Analyst targets: BTIG $7 Roth $15 (top pick) Alliance $8.50 - all Buy The institutional data shows Vanguard UBS Goldman and [--] new institutions buying this quarter. That's not nothing. But I won't pretend the risks don't exist. The Culper"
X Link 2026-02-13T17:35Z [----] followers, [----] engagements

"What a week. Monday: Posted The Ultimate $NBIS Thesis 15000+ impressions Wednesday: Called out $TE management 14500+ impressions sparked a war Thursday: $NBIS earnings confirmed the thesis ARR beat guidance by 14% Friday: Pulled every $TE 13F filing smart money is split This week I gained over [---] new followers. Thank you. Something I've learned: the best investment content isn't cheerleading. It's showing people the full picture - the bull case AND the bear case - and letting them decide. That's what I'll keep doing. Saturday is for the deep work. ☕📊 Enjoy the weekend everyone"
X Link 2026-02-13T19:00Z [----] followers, [----] engagements

"New Investment thesis dropping today. $ONDS is our focus a name I covered way back in November. Why Ondas [--]. Ondas is experiencing true hypergrowth - from $7M revenue in [----] to projected $175M in [----] representing 2400% expansion in just [--] years. The company raised $1.8B in cash with only $11M debt providing a fortress balance sheet that eliminates the typical funding cliff facing pre-profitable growth companies. [--]. Blue UAS approval (January 2026) enabling rapid federal procurement a strategic $100M+ multi-year border protection contract and $40M revenue backlog providing [----] visibility."
X Link 2026-02-14T14:55Z [----] followers, [----] engagements

"THE ULTIMATE $ONDS INVESTMENT REPORT $ONDS presents a truly asymmetric opportunity in a hot sector which continues to expand here's all you need to know. [--]. The Business Model: How They Make Money Ondas operates two segments with one driving nearly all revenue. Ondas Autonomous Systems (OAS) generated 99% of Q3 2025's $10.1 million revenue selling autonomous drones counter-drone systems and ground robotics to defense and government customers. The flagship products include the Iron Drone Raider - an AI-powered counter-UAS system using computer vision and net-based capture - and the Optimus"
X Link 2026-02-14T21:12Z [----] followers, 15K engagements

"@moninvestor Im definitely considering an ETF to ride the trend but reduce individual company risk"
X Link 2026-02-15T13:09Z [----] followers, [----] engagements

"Yesterday I posted my full $ONDS investment thesis. The response was incredible - but I realize most people only saw the headline. So here's the 60-second version: $ONDS just raised $959M at a 17.5% PREMIUM to market. That's not dilution - that's institutional demand. In the last [--] days they've: Acquired Rotron Aerospace (UK/NATO drone platforms) Won an Asia-Pacific defense contract Got Blue List approved for federal procurement Launched at Singapore Airshow [----] Market cap: $3.8B. Analyst target: $19 (current $9). The full thesis is on my profile. It's the most bullish small-cap setup I've"
X Link 2026-02-15T14:40Z [----] followers, 12.9K engagements

"@DeItaone CHAT IS THIS BULLISH"
X Link 2026-02-15T16:41Z [----] followers, [---] engagements

"@GrindeOptions $ONDS THE ULTIMATE $ONDS INVESTMENT REPORT $ONDS presents a truly asymmetric opportunity in a hot sector which continues to expand here's all you need to know. [--]. The Business Model: How They Make Money Ondas operates two segments with one driving nearly all revenue. Ondas https://t.co/sHorpHuV6M THE ULTIMATE $ONDS INVESTMENT REPORT $ONDS presents a truly asymmetric opportunity in a hot sector which continues to expand here's all you need to know. [--]. The Business Model: How They Make Money Ondas operates two segments with one driving nearly all revenue. Ondas"
X Link 2026-02-15T16:51Z [----] followers, [----] engagements

"@bodoxstocks $ONDS THE ULTIMATE $ONDS INVESTMENT REPORT $ONDS presents a truly asymmetric opportunity in a hot sector which continues to expand here's all you need to know. [--]. The Business Model: How They Make Money Ondas operates two segments with one driving nearly all revenue. Ondas https://t.co/sHorpHuV6M THE ULTIMATE $ONDS INVESTMENT REPORT $ONDS presents a truly asymmetric opportunity in a hot sector which continues to expand here's all you need to know. [--]. The Business Model: How They Make Money Ondas operates two segments with one driving nearly all revenue. Ondas"
X Link 2026-02-15T16:52Z [----] followers, [---] engagements

"@AlvaroMysterio $NBIS THE ULTIMATE NEBIUS ( $NBIS ) INVESTMENT THESIS Why I believe $NBIS is a highly asymmetric AI infrastructure bet: [--]. Multibillion long-term AI deals locked in [--]. Massive revenue ramp potential [--]. Structural AI compute shortage means every MW of capacity is getting absorbed at https://t.co/sRAyYCTcI5 THE ULTIMATE NEBIUS ( $NBIS ) INVESTMENT THESIS Why I believe $NBIS is a highly asymmetric AI infrastructure bet: [--]. Multibillion long-term AI deals locked in [--]. Massive revenue ramp potential [--]. Structural AI compute shortage means every MW of capacity is getting absorbed at"
X Link 2026-02-15T16:53Z [----] followers, [---] engagements

"SUNDAY PORTFOLIO UPDATE ☕📊 Here's exactly where I stand heading into a massive week: $ONDS 🟢 HIGH CONVICTION $959M raise at premium. Rotron acquisition. Blue List. Asia-Pacific contract. Full thesis on my profile. Analyst PT: $19. $RKLB 🟢 HIGH CONVICTION Earnings Feb [--]. This is the week. Electron launch cadence accelerating. If they guide strong this reprices fast. $NBIS 🟢 HIGH CONVICTION ARR beat by 14% last quarter. AI infra demand isn't slowing. Adding on any dip. $PL 🟡 WATCHING Satellite data demand thesis intact. Waiting for next catalyst. $TE 🔴 REDUCED You know my concerns. CAO"
X Link 2026-02-15T17:00Z [----] followers, [----] engagements

"@KobeissiLetter THE FED NEEDA TO CUT INTEREST RATES"
X Link 2026-02-15T17:20Z [----] followers, [----] engagements

"@retail_mourinho $NBIS SO BULLISH JOSE THE ULTIMATE NEBIUS ( $NBIS ) INVESTMENT THESIS Why I believe $NBIS is a highly asymmetric AI infrastructure bet: [--]. Multibillion long-term AI deals locked in [--]. Massive revenue ramp potential [--]. Structural AI compute shortage means every MW of capacity is getting absorbed at https://t.co/sRAyYCTcI5 THE ULTIMATE NEBIUS ( $NBIS ) INVESTMENT THESIS Why I believe $NBIS is a highly asymmetric AI infrastructure bet: [--]. Multibillion long-term AI deals locked in [--]. Massive revenue ramp potential [--]. Structural AI compute shortage means every MW of capacity is"
X Link 2026-02-15T17:22Z [----] followers, [---] engagements

"@Highpeaksventur Looking at $RLKB $ASTS $PL"
X Link 2026-02-15T20:50Z [----] followers, [---] engagements

"The week ahead is going to be BIG. Here's what I'm publishing: [--]. Why $ONDS is my highest-conviction stock at the moment - the catalyst timeline that nobody's talking about [--]. The Ultimate $RKLB Pre-Earnings Analysis - everything you need to know before Feb [--] [--]. Portfolio update with every position sized and every thesis updated [--]. Continued commentary on $TE $NBIS $IREN Between now and $RKLB earnings on Feb [--] I'm going to publish the most comprehensive analysis on this platform. If you found the $ONDS thesis useful yesterday this week is going to be even better. Follow along. ☕📊"
X Link 2026-02-15T21:23Z [----] followers, 17.9K engagements

"@Kalshi Were finished Market open on Tuesday going to be fun"
X Link 2026-02-15T21:59Z [----] followers, [----] engagements

"@aleabitoreddit How would you recommend this for a port allocation serenity"
X Link 2026-02-16T09:55Z [----] followers, [---] engagements

"@iuseasahibtw @Kalshi Itll probably acc be flat"
X Link 2026-02-16T12:45Z [----] followers, [--] engagements

"@grok @Jake__Wujastyk @RayDalio @grok what investment decisions are most suited Do you think Bitcoin is good for this"
X Link 2026-02-16T13:04Z [----] followers, [---] engagements

"$RKLB earnings in [--] days and nobody is talking about this setup. [--]. Down 32% from ATH. [--]. $1.3B in SDA contracts. [--]. [--] successful launches in [----] with 100% mission success. [--]. Neutron timeline update coming on the call. At $67 this is the entry I've been waiting for. Here's what I'm watching 👇 https://twitter.com/i/web/status/2023435957433930079 https://twitter.com/i/web/status/2023435957433930079"
X Link 2026-02-16T16:35Z [----] followers, [----] engagements

"@KobeissiLetter $IREN $NBIS $CIFR SOLVE THIS"
X Link 2026-02-16T17:29Z [----] followers, [---] engagements

"We finally hit [---] VERIFIED followers Massive Milestone achieved thank you to everyone Under [--] months Now time to get those impressions up Were so close to [--] million now so 20% of the way there. The grind wont stop to produce great content for you all. Love you all Coffee House"
X Link 2026-02-16T22:11Z [----] followers, [---] engagements

"Markets closed today. Perfect time to ask: What's your highest conviction small-cap heading into March Mine is $ONDS - I just published the full thesis on why. Drop yours below. I'll give you my honest take on every single one"
X Link 2026-02-16T22:00Z [----] followers, [----] engagements

"$ONDS in the last [--] days: ✅ $30M+ Israel demining contract ✅ Asia-Pacific defense contract ✅ UK drone maker acquisition (Rotron) ✅ [----] revenue target raised 25% to $170-180M ✅ $1.5B pro-forma cash Stock price Down 40% from highs. The disconnect won't last"
X Link 2026-02-16T19:34Z [----] followers, [----] engagements

"3 weeks on X. Here's the honest numbers: Week 1: 129K impressions Week 2: 129K impressions Week 3: 201K impressions (+55%) Followers: [----] [----] No ads. No pods. Just real analysis on small-cap stocks. This week I'm publishing: The Ultimate $RKLB Pre-Earnings Analysis (earnings Feb 25) Why $ONDS is my highest-conviction position Full portfolio update The best is ahead"
X Link 2026-02-16T14:00Z [----] followers, [---] engagements

"My investment thesis for $ONDS. Hint: We're going HIGHER. https://x.com/CoffeeStocksGuy/status/2022780986640290196s=20 THE ULTIMATE $ONDS INVESTMENT REPORT $ONDS presents a truly asymmetric opportunity in a hot sector which continues to expand here's all you need to know. [--]. The Business Model: How They Make Money Ondas operates two segments with one driving nearly all revenue. Ondas https://t.co/sHorpHuV6M https://x.com/CoffeeStocksGuy/status/2022780986640290196s=20 THE ULTIMATE $ONDS INVESTMENT REPORT $ONDS presents a truly asymmetric opportunity in a hot sector which continues to expand"
X Link 2026-02-15T14:52Z [----] followers, [----] engagements

"Read the full piece below: https://x.com/CoffeeStocksGuy/status/2022780986640290196s=20 THE ULTIMATE $ONDS INVESTMENT REPORT $ONDS presents a truly asymmetric opportunity in a hot sector which continues to expand here's all you need to know. [--]. The Business Model: How They Make Money Ondas operates two segments with one driving nearly all revenue. Ondas https://t.co/sHorpHuV6M https://x.com/CoffeeStocksGuy/status/2022780986640290196s=20 THE ULTIMATE $ONDS INVESTMENT REPORT $ONDS presents a truly asymmetric opportunity in a hot sector which continues to expand here's all you need to know. 1."
X Link 2026-02-15T14:48Z [----] followers, [----] engagements

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