@CryptoSavant2 Avatar @CryptoSavant2 CryptoSavant

CryptoSavant posts on X about $slnh, bitcoin, ai, debt the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence finance 33% cryptocurrencies 25% stocks 24% technology brands 12% social networks 9% countries 4% exchanges 3% celebrities 1%

Social topic influence $slnh 15%, bitcoin 12%, ai 8%, debt 8%, money 7%, $iren 7%, $cifr 6%, $fsly #105, $dmggf 6%, inference #442

Top accounts mentioned or mentioned by @mcnalliem @jbelizaireceo @mikealfred @amitisinvesting @dmgblockchain @arnytrezzi @savionextdoor @youtube @themooncarl @dmginvestors @billackman @garethsoloway @oceanpowertech @solunaholdings @samanthaladuc @anthonynoto @michaeljburry @chriscamillo @powerminingbtc @iammpremm

Top assets mentioned Bitcoin (BTC) Iris Energy Limited (IREN) Cipher Mining Inc. Common Stock (CIFR) Fastly, Inc. (FSLY) Akamai Technologies, Inc. (AKAM) DigitalOcean Holdings, Inc. (DOCN) Bitfarms Ltd. (BITF) CLEANSPARK INC (CLSK) Asset Entities Inc. (ASST) Riot Platforms, Inc. (RIOT) Hut [--] Mining Corp. (HUT) MARA Holdings, Inc. (MARA) TeraWulf Inc. (WULF) Bitdeer Technologies Group (BTDR) Strategy (MSTR) retard to retired (R/R) NVIDIA Corp. (NVDA) BlackRock Inc (BLK)

Top Social Posts

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

"Long $SLNH Still cookin over here. Stay tuned. $SLNH @SolunaHoldings Still cookin over here. Stay tuned. $SLNH @SolunaHoldings"
X Link 2026-02-06T16:34Z [---] followers, [---] engagements

"This is why Im long the group. Anthropic is looking for 10GW 👀 *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 https://t.co/RDspSM7YgX Anthropic is looking for 10GW 👀 *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 https://t.co/RDspSM7YgX"
X Link 2026-02-10T20:17Z [---] followers, [--] engagements

"Am afraid it doesnt make you a good investor @arny_trezzi and @amitisinvesting to ride a stock from $200 to $130 even if you bought it at $6. It means you got greedy or are naive to how markets and valuation works. Or you got lucky. The goal is to make money not hold stocks forever and make arguments. And the stock is still priced for perfection. Prob headed to $50. Burry wins this round folks. https://twitter.com/i/web/status/2022797321914732948 https://twitter.com/i/web/status/2022797321914732948"
X Link 2026-02-14T22:17Z [---] followers, [---] engagements

"@SamanthaLaDuc Samantha your anti trump take is insufferable. No one at all cares about your politics. Not one person"
X Link 2026-02-08T01:54Z [---] followers, [--] engagements

"RT @McnallieM: 👀👀👀 $CIFR"
X Link 2026-02-10T13:28Z [---] followers, [--] engagements

"Tweet 2/7 $AKAM (Akamai) The established giant reinventing itself. Legacy CDN is stable but the real story is explosive growth in Cloud Infrastructure Services (up 39% YoY recently) + NVIDIA-powered Inference Cloud for AI at the edge. Security revenue still growing double-digits. Strong margins cash flow for buybacks/CapEx. Analysts see EPS growth 15%+ annually. I see much more. Buy with upside to $200-300. Positioning perfectly for agentic AI era. https://twitter.com/i/web/status/2021982994118885568 https://twitter.com/i/web/status/2021982994118885568"
X Link 2026-02-12T16:21Z [---] followers, [---] engagements

"Tweet 3/7 $FSLY (Fastly) The developer-first edge cloud pure play. Finally turning profitable in [----] (first full profitable year) with record revenue + strong margin expansion. Guidance points to 14%+ revenue growth in [----] non-GAAP profitability ramping hard. Edge compute + security + network services all beating market rates. Trading at low forward P/S (2x) for a SaaS-like breakout story. Undervalued with real [----] upside potential. https://twitter.com/i/web/status/2021982995544940684 https://twitter.com/i/web/status/2021982995544940684"
X Link 2026-02-12T16:21Z [---] followers, [--] engagements

"Tweet 4/7 $DOCN (DigitalOcean) The SMB/developer cloud that's quietly crushing it. AI revenue doubling for multiple quarters straight. Overall revenue accelerating (15-16%+) profitability improving fast attractive valuation (forward P/E [--] cheaper than many peers). Tailwind from AI enabling smaller teams + cost-effective infra for startups/mid-market. Wall Street loves itModerate Buy targets implying solid upside. Still way off [----] highs = room to run"
X Link 2026-02-12T16:21Z [---] followers, [--] engagements

"Tweet 5/7 Why these three together $AKAM: Enterprise-grade massive scale AI inference leader. $FSLY: Pure edge innovation fast-growing profitability. $DOCN: Developer/SMB focus AI tailwinds best value. Diversified exposure to edge computing CDN evolution cloud infra and AI workloads without overlapping too much. All benefit from the same macro: AI needs distributed low-latency power. https://twitter.com/i/web/status/2021982998153797962 https://twitter.com/i/web/status/2021982998153797962"
X Link 2026-02-12T16:21Z [---] followers, [---] engagements

"Hey @mikealfred $ASST is a bag of shit"
X Link 2026-02-12T16:53Z [---] followers, [--] engagements

"RT @anthonynoto: Clarity becoming Law is vital to our country's competitive position in the world. Without the Clarity act becoming law US"
X Link 2026-02-09T17:07Z [---] followers, [--] engagements

"@savionextdoor @amitisinvesting Look at AKAM DOCN and FSLY that I own. Having a great year. And will continue to outperform PLTR"
X Link 2026-02-15T09:29Z [---] followers, [--] engagements

"1/ Why I scooped Bitcoin miners after yesterday's bloodbath + this morning's action IREN CIFR CLSK MARA RIOT SLNH BITF GLXY HUT.BTC plunged to $60K its worst drawdown since FTX era now snapping back fast to $67K. Miners got obliterated (1525%+ drops overnight) but the rebound is real. Fear = opportunity. 🧵 @McnallieM"
X Link 2026-02-06T14:03Z [---] followers, [---] engagements

"Why the Smartest AI Teams Are Panic-Buying Compute: The 36-Month AI Infr. via @YouTube This is why I bought a shit ton of Bitcoin miners. Sustained demand for inference. Long HPC. Long IREN CIFR WULF BITF SLNH MARA RIOT CLSK HUT GLXY. https://youtu.be/pSgy2P2q790si=Pc33V5I2AE5wJEmq https://youtu.be/pSgy2P2q790si=Pc33V5I2AE5wJEmq"
X Link 2026-02-09T12:56Z [---] followers, [---] engagements

"Prices paid: SLNH $0.81 IREN $32 GLXY $18.35 CLSK $8.66 CIFR $13.15 RIOT $12.69 MARA $7.2 BITF $1.86 HUT $48.88 WULF $12.70"
X Link 2026-02-09T13:06Z [---] followers, [--] engagements

"Tweet 1/7 Building positions in edge/cloud plays for [----] and beyond. My top [--] picks right now: $AKAM $FSLY and $DOCN. All three sit at the intersection of exploding demand for low-latency compute AI inference at the edge security and developer-friendly cloud infra. Here's why I'm buying each. 🧵 https://twitter.com/i/web/status/2021982992629899497 https://twitter.com/i/web/status/2021982992629899497"
X Link 2026-02-12T16:21Z [---] followers, [---] engagements

"Tweet 6/7 Risks exist (competition from hyperscalers macro slowdowns execution) but: All showing accelerating/guided growth Improving fundamentals (margins profitability) Attractive valuations relative to potentialI'm buying on dipslong-term conviction high for 2026+"
X Link 2026-02-12T16:21Z [---] followers, [--] engagements

"Tweet 7/7 Not financial advicedo your own DD. What are your thoughts on edge/cloud plays Holding any of these $AKAM $FSLY $DOCN"
X Link 2026-02-12T16:21Z [---] followers, [---] engagements

"And $RR is a cash burning pile of dung. See ya at Bitcoin $35k"
X Link 2026-02-12T17:46Z [---] followers, [---] engagements

"FSLY AKAM and DOCN inflecting and going through massive rerating. These will triple in short order this year. Agent traffic is structural tailwind. $FSLY CEO says AI is boosting their business across the board driving more agentgenerated traffic through their network increasing AI training and inference workloads on their edge platform: "We're seeing a lot with respect to AI on our platform and it really breaks into a https://t.co/bIgDWMNwcq $FSLY CEO says AI is boosting their business across the board driving more agentgenerated traffic through their network increasing AI training and"
X Link 2026-02-14T19:33Z [---] followers, [--] engagements

"The stock market is either a place where we attempt to make money by picking what is inflecting ($akam $fsly $docn) or a debate club. Which one is it @mikealfred @amitisinvesting @arny_trezzi @michaeljburry"
X Link 2026-02-15T00:53Z [---] followers, [---] engagements

"@ChrisCamillo FSLY AKAM and DOCN are the plays on this pick up in traffic from agents. NET too but already richly valued. The others about to 5-10x"
X Link 2026-02-16T10:25Z [---] followers, [---] engagements

"Hold on folks. $SLNH is the big one. Will be a $100 stock in a few years. Jensen from $NVDA is anticipating a [----------] fold increase in inference demand based on a recent interview. $SLNH has a strategic cost advantage over many competitors and is set up very strongly for running inference workloads. Soluna also builds modular datacenters that https://t.co/uNTMgLnk8w Jensen from $NVDA is anticipating a [----------] fold increase in inference demand based on a recent interview. $SLNH has a strategic cost advantage over many competitors and is set up very strongly for running inference"
X Link 2025-09-29T14:22Z [---] followers, [----] engagements

"Best stock in the market. Quite possible I'll just be putting all my free cash into $SLNH only. There might not be a better stock rn in the market at least from a risk/reward perspective. You mostly need to watch the technical levels of $SLNH now. Quite possible I'll just be putting all my free cash into $SLNH only. There might not be a better stock rn in the market at least from a risk/reward perspective. You mostly need to watch the technical levels of $SLNH now"
X Link 2025-09-30T00:30Z [---] followers, [---] engagements

"2/10 Legacy miner Don't care - that's the opportunity/confusion. Q3 '25 rev $11.6M (+40% YoY) [--] BTC mined at [----] EH/s (22.6 J/TH eff.). YTD rev $35.9M 22% op margin ex-D&A/SBC. Hydro-powered Christina Lake site (65MW op 85MW substation) = green edge for AI. Targets "sovereign AI" for Canadian agencies94% public servants demand data stays in Canada"
X Link 2025-09-30T14:43Z [---] followers, [--] engagements

"3/10 Near-term catalyst: [--] MW SCIF pilot. MOU Feb '25 for [--] MW prefab (SCIF-rated for defense/intel). Bought [--] MW PDC units Jul '25modular air-cooled ready for GenAI. Upfront $5M US balance on rev from off-take (gov't/NGOs). Aug ops: [--] BTC mined treasury to [---] BTC. Pilot = contract door-opener"
X Link 2025-09-30T14:43Z [---] followers, [--] engagements

"4/10 Val impact CIFR's Fluidstack/Google comps: [--] MW SCIF deal = $6-10/sh. 40-50% prob (owns assets due diligence done). That's 15-25x from here. X buzz exploding: "Up 30% on no news. AI contract incoming w/ national defense. massive shipping containers they own." Canaccord just upgraded to Buy"
X Link 2025-09-30T14:43Z [---] followers, [--] engagements

"5/10 Expansion: [--] MW Indigenous-led play. Oct '24 MOU w/ Malahat NationCanada's 1st Indigenous AI centers. [--] MW each (Christina Lake/Vancouver Island) carbon-neutral hydro. DMG leads; taps reconciliation policy boosts cred for gov't bids. Non-dilutive gov't financing eyed"
X Link 2025-09-30T14:43Z [---] followers, [--] engagements

"7/10 Long-tail: [---] MW+ runway. Christina Lake scales to [--] MW substation. + Malahat + unannounced site = big defense AI. Sep '25 deck targets Canadian gov't explicitly for "Trusted AI" via blockchain (ZK proofs smart contracts). Hashrate to [--] EH/s eff. [--] J/TH by YE. [---] MW deal $62+/sh"
X Link 2025-09-30T14:43Z [---] followers, [--] engagements

"This will 5x in days. $dmggf $cifr $iren $slnh $bitf Great breakdown of DMG Blockchain volume/price movement on @powermining_BTC today. 500% of average volume price discovery as a AI/HPC infrastructure player along with their Bitcoin mining (now over $114000) trust company and software. $71M market cap. $IREN $CIFR $SLNH 👇 https://t.co/BkLUhEyGun Great breakdown of DMG Blockchain volume/price movement on @powermining_BTC today. 500% of average volume price discovery as a AI/HPC infrastructure player along with their Bitcoin mining (now over $114000) trust company and software. $71M market"
X Link 2025-10-01T07:19Z [---] followers, [---] engagements

"Welcome to day [--] above $1 for $slnh. Regaining Nasdaq compliance incoming. Look for a press release as soon as tomorrow and a meltup to $5 on the way to $10 near term. Longer term $30 easy on way to $100. @jbelizaireCEO Time for another interview @McnallieM"
X Link 2025-10-02T11:24Z [---] followers, 10.3K engagements

"The whole group is so undervalued. Holdingggggggg $iren $cifr $slnh $dmggf $bitf $hut Blackrock just paid 40x revenue to buy a 5GW (under construction) Data Center capacity https://t.co/fAqsQCwDSw Blackrock just paid 40x revenue to buy a 5GW (under construction) Data Center capacity https://t.co/fAqsQCwDSw"
X Link 2025-10-05T19:00Z [---] followers, [----] engagements

"@iammpremm Sure will. Hodl these rockets for [--] yrs"
X Link 2025-10-06T00:51Z [---] followers, [--] engagements

"$SLNH regains Nasdaq compliance. Say goodbye forever to reverse split talk. Nice job @jbelizaireCEO @McnallieM Blue skies ahead here. https://www.solunacomputing.com/news/soluna-regains-compliance-with-nasdaq/ https://www.solunacomputing.com/news/soluna-regains-compliance-with-nasdaq/"
X Link 2025-10-06T11:35Z [---] followers, [----] engagements

"Yep. Pretty simple to figure where we're going. $SLNH @jbelizaireCEO @McnallieM $SLNH its coming. Doest matter what you or I think. https://t.co/SDLLT2SaAo $SLNH its coming. Doest matter what you or I think. https://t.co/SDLLT2SaAo"
X Link 2025-10-07T12:26Z [---] followers, [---] engagements

"Own $CLSK too. Calls. Going loads higher. Just finished a small dinner with Secretary Bessent and Chairman Scott. We talked about the Market Structure bill. We talked about the economy. We talked about the [--] finalists for the Chair of the Fed and we talked about the Strategic Bitcoin Reserve. The US holds about Just finished a small dinner with Secretary Bessent and Chairman Scott. We talked about the Market Structure bill. We talked about the economy. We talked about the [--] finalists for the Chair of the Fed and we talked about the Strategic Bitcoin Reserve. The US holds about"
X Link 2025-10-08T14:49Z [---] followers, [---] engagements

"@Boris_Zhi @daddygrahams They definitely do need money - like all the miners transitioning to HPC. So the stock going up is a positive feedback loop. Makes value higher thus dilution lower thus have better balance sheet and leverage to cut better deals and own more of each project = higher stock"
X Link 2025-10-08T15:08Z [---] followers, [--] engagements

"$SLNH premarket is electric. Tick Tock. Going so much higher. And the stock going higher is a self reinforcement loop that will allow them to finance new deals with less dilution negotiate better terms bringing more profits and a higher stock price. Rinse repeat. @jbelizaireCEO @McnallieM"
X Link 2025-10-15T10:11Z [---] followers, [----] engagements

"@TheMoonCarl Already 7x my money in Bitcoin miners turkey while you post toilet 🚽 shots about altcoins"
X Link 2025-10-16T00:48Z [---] followers, [--] engagements

"5/10 Market tailwinds are huge. EV adoption is exploding global sales projected to hit 17M units in [----] and SiC demand could grow 30%+ annually through [----]. Wolfspeed's tech is key for faster charging and longer range. Plus partnerships like with Renesas keep the bullish vibe alive even amid challenges"
X Link 2025-07-23T14:31Z [---] followers, [---] engagements

"6/10 Financials snapshot: Revenue at $761M TTM but losses are real (-$8.26 EPS) due to high debt and capex for expansion. Post-bankruptcy with debt down and fabs ramping (like their new Mohawk Valley facility) profitability could return. Analysts' price targets range up to $20 that's 13x from here"
X Link 2025-07-23T14:31Z [---] followers, [---] engagements

"I scooped up some $TTD shares on this massive post-earnings dip Down 28% AH after solid Q2 results Total overreaction. As a long-term investor here's why I'm buying & holding. Thread: 1/7"
X Link 2025-08-10T16:35Z [---] followers, [---] engagements

"$WOLF Valuation Deep Dive: Current mcap $328M at $2.1/sh (156M shares out). Base case [----] revenue $966M EBITDA $327M. At peer 13x EV/EBITDA multiple implies $4.25B EV. Post-restruct net debt $1.9B equity $2.35B PT $15 (7x upside). Boom case EBITDA $500M PT $25+. DYOR not advice #WOLF #SiC"
X Link 2025-09-09T10:51Z [---] followers, [---] engagements

"$SLNH is [--] days into the [--] needed to regain nasdaq compliance with the stock staying over $1. So next Friday we will likely get a release like $OPEN did: This will be a catalyst for higher stock prices. Much higher. Well done @jbelizaireCEO https://investor.opendoor.com/news-releases/news-release-details/opendoor-regains-compliance-nasdaq-minimum-bid-price-requirement https://investor.opendoor.com/news-releases/news-release-details/opendoor-regains-compliance-nasdaq-minimum-bid-price-requirement"
X Link 2025-09-27T13:18Z [---] followers, [---] engagements

"1/10 I went in heavy on $DMGGF the last few days - avg $0.32. $93M CAD mkt cap on monster volume (1Y high). Market waking up to pivot: SCIF-rated AI data centers for gov't/defense. Asymmetric betdownside cushioned by $133.6M CAD assets (incl. [---] BTC HODL @ $50.7M) upside 20x+ on contracts. @DMG_Investors @dmgblockchain @McnallieM"
X Link 2025-09-30T14:43Z [---] followers, [---] engagements

"8/10 Why missed Legacy "miner" label. MOUs not yet contracts. Low liq (1M sh/day). Canadian but looking at US listing. But Q3 beat balance sheet ($11.1M cash + [---] BTC debt $10M) + software/Trust Co. (2nd in Canada PayPal partner SOC2 Type II) = recurring rev ignored. Vol spike (up 30% today) signals wake-upBNN Bloomberg just featured"
X Link 2025-09-30T14:43Z [---] followers, [--] engagements

"9/10 Prob-weighted FV: Blend scenarios (10/30/100 MW) = $7-8/sh (20x+). Downside: Miner val w/ BTC cushion. Upside: Pilot alone 5-10x; full award $20-90/sh. X thesis: "Most undervalued AI infra/BTC minerintegrated diversified. $93M cap vs. peers $1B+." Channels hydro profits to defense AI supercomputer"
X Link 2025-09-30T14:43Z [---] followers, [---] engagements

"10/10 DMGGF: Tiny float (203M sh) huge optionality. Sovereign AI/defense in Canada = tailwind (mkt CAGR 23%+). Don't sleepbought at $0.32 but this screams multi-bagger. DYOR. @dmgblockchain"
X Link 2025-09-30T14:43Z [---] followers, [---] engagements

"@DMG_Investors @dmgblockchain This is exactly correct. They need to communicate. $slnh is all over x. It shows they are not asleep during this once in a lifetime power/datacenter opportunity. Talk to us $dmgi"
X Link 2025-10-14T01:55Z [---] followers, [---] engagements

"$apld deal brings revs at $166 mil per kw per month. Up from recent deals $corz $crwv at $120 and recent $wulf deal and $cifr deals at $150 per kw per month. Demand growing. Buy $bitf $slnh $iren $mara $clsk $cifr $wuld $riot $hut $dmggf"
X Link 2025-10-22T13:24Z [---] followers, [---] engagements

"@TheBTCTherapist End of the cycle mate"
X Link 2025-10-28T22:52Z [---] followers, [--] engagements

"@Vivek4real_ [--] yr cycle bruh"
X Link 2025-10-31T00:01Z [---] followers, [--] engagements

"@TheMoonCarl Carl I bought the dip to $122k from $125k in btc. What do you recommend"
X Link 2025-11-05T00:36Z [---] followers, [--] engagements

"@Kylechasse You are an embarrassment bruh"
X Link 2025-11-14T02:04Z [---] followers, [--] engagements

"I have sold all of my bitcoin related names. The cycle is over. Fight if you will. Short is now the way to make money if you are into that. For about the next year. Good luck"
X Link 2025-11-14T07:40Z [---] followers, [--] engagements

"I bought a fuckton of $MARA $BTDR $ASST $CLSK $RIOT and $BITF near the close Friday. Firesale prices gents. Peak fear. This is how you do it. @mikealfred"
X Link 2025-11-16T11:15Z [---] followers, [---] engagements

"They do sometimes ring a bell at the bottom. Since Friday through yesterday I've gone heavy long: $BITF $BTDR $CLSK $MARA $SLNH $IREN $RIOT $NBIS $WULF $CIFR $HUT . "
X Link 2025-11-19T14:22Z [---] followers, [---] engagements

"Live look in at a Somali child care center. Its for the children of course. @elonmusk @BillAckman @chamath @nickshirleyy"
X Link 2025-12-28T21:50Z [---] followers, [--] engagements

"1/12 Thread: Why I'm pounding the table on $MSTR right here right now at $156.75. After accounting for debt and cash the stock is trading at just 1.06x mNAV (enterprise value to Bitcoin NAV) near the lowest premiums in years. That's buying leveraged Bitcoin exposure at a slim markup plus getting the world's most aggressive accumulator essentially for free. This isn't hype. It's grounded math. https://twitter.com/i/web/status/2005700591448899945 https://twitter.com/i/web/status/2005700591448899945"
X Link 2025-12-29T18:00Z [---] followers, [--] engagements

"2/12 Strategy (formerly MicroStrategy) just stacked another [----] BTC pushing holdings to [------] coins. Average cost basis $75K. Current BTC price $88K. Unrealized gains massive and they're not stopping. Saylor's playbook: raise capital smartly (equity convertibles preferred) buy more BTC repeat. No one matches this conviction or scale. https://twitter.com/i/web/status/2005700592887271830 https://twitter.com/i/web/status/2005700592887271830"
X Link 2025-12-29T18:01Z [---] followers, [--] engagements

"3/12 Valuation case: mNAV at 1.06x factors in $8.2B debt and $8B preferred offset by $2.2B cash reserve. EV $63B vs $59B in BTC value. Historically this premium balloons in bull phases often hitting 1.5-2x or more. If it expands even modestly as BTC rallies you're set for serious torque"
X Link 2025-12-29T18:01Z [---] followers, [--] engagements

"4/12 Leverage without liquidation headaches. MSTR uses debt and equity to fund buys but with low net leverage (10%) and a fat cash buffer for interest/dividends. Dilution concerns Overrated accretive raises buy more BTC per share over time. They've navigated cycles without forced sales. https://twitter.com/i/web/status/2005700595328393245 https://twitter.com/i/web/status/2005700595328393245"
X Link 2025-12-29T18:01Z [---] followers, [--] engagements

"5/12 Bitcoin exposure + alpha. Spot holders get 1:1. MSTR amplifies via premium expansion ongoing stacking and smart capital ops. In BTC bulls (like now) this has crushed spot returns over multi-year horizons even after debt costs"
X Link 2025-12-29T18:01Z [---] followers, [--] engagements

"6/12 Institutional winds at their back: ETF inflows policy tailwinds more corporates dipping in. MSTR is the cleanest public play no fees eroding gains direct mega-stack ownership Saylor turning it into a Bitcoin juggernaut"
X Link 2025-12-29T18:01Z [---] followers, [--] engagements

"7/12 Technicals: Oversold after months of chop hugging support max fear while fundamentals peak. Whales scooping dips. This is multi-bagger territory load up when premiums compress"
X Link 2025-12-29T18:01Z [---] followers, [--] engagements

"8/12 Risks acknowledged: BTC swings debt servicing ($800M annual outflows) potential dilution. But Saylor's execution is proven transformed a software firm into the top corporate BTC holder debt managed flawlessly. Built for longevity no panic sellers"
X Link 2025-12-29T18:01Z [---] followers, [--] engagements

"9/12 Vs alternatives: Spot BTC: Solid no leverage/alpha. ETFs: Easy but fees and no accumulation edge. Miners: Ops risks energy drags anti datacenter sentiment with price increases for consumers. MSTR Pure amplified battle-tested BTC vehicle"
X Link 2025-12-29T18:01Z [---] followers, [--] engagements

"10/12 Long view: As BTC matures MSTR evolves into a "Bitcoin bank" apps yielding assets ecosystem plays. With 672K+ coins they're positioned like no other for adoption waves"
X Link 2025-12-29T18:01Z [---] followers, [--] engagements

"11/12 TL;DR: At 1.06x mNAV MSTR offers asymmetric upside in a BTC uptrend. Premium expansion + relentless buying = potential monster gains. I'm stacking shares here. Not advice but this screams opportunity"
X Link 2025-12-29T18:01Z [---] followers, [--] engagements

"@Breaking911 @BillAckman"
X Link 2025-12-30T09:14Z [---] followers, [--] engagements

"I agree with this analysis by @GarethSoloway. $BTC Bitcoin about to rally bigly. https://youtu.be/Fi4G-zb1KF8si=jOTwNF7gP0dnzyCA https://youtu.be/Fi4G-zb1KF8si=jOTwNF7gP0dnzyCA"
X Link 2025-12-31T14:02Z [---] followers, [--] engagements

"@GarethSoloway I am pregnant with $MSTX $BITX and $ASST. Tax loss selling ending today - market already frontrunning a big rebound"
X Link 2025-12-31T14:10Z [---] followers, [---] engagements

"Going so much higher. Long calls long MSTX long $ASST. long every miner. Melt up. 🚨🚨 MSCI Won't Exclude $MSTR from Indices $MSTR +6% https://t.co/uc1hxK3hkx 🚨🚨 MSCI Won't Exclude $MSTR from Indices $MSTR +6% https://t.co/uc1hxK3hkx"
X Link 2026-01-06T21:21Z [---] followers, [---] engagements

"Going so much higher. I own 2x etf in all three. Are the daily highs in or will we trade higher into close 🤷♂🤷♂🤷♂ $RIOT $IREN $CIFR https://t.co/USSBgrI6la Are the daily highs in or will we trade higher into close 🤷♂🤷♂🤷♂ $RIOT $IREN $CIFR https://t.co/USSBgrI6la"
X Link 2026-01-16T17:51Z [---] followers, [--] engagements

"1/ Why I loaded up a literal fuckton of $OPTT around $0.62. @OceanPowerTech Ocean Power Technologies went from perennial wave-energy meme to actually landing real defense contracts and revenue ramps. Here's the bull case in [--] tweets. 🌊"
X Link 2026-01-26T17:20Z [---] followers, [---] engagements

"2/ Big catalyst: Jan [----] news dropped a $5M multi-buoy contract with DHS + US Coast Guard. Deploying multiple MERROWS-equipped PowerBuoys off San Diego in partnership with Anduril (the defense drone/AI beast). Autonomous maritime domain awareness = gov money that sticks"
X Link 2026-01-26T17:20Z [---] followers, [--] engagements

"5/ Defense tailwinds on steroids. US pushing hard on maritime security (drugs subs drones Indo-Pacific). Anduril collab + direct DHS/Coast Guard/Navy exposure = real shot at bigger recurring deals. This isn't 2010s vaporwareit's [----] execution mode"
X Link 2026-01-26T17:20Z [---] followers, [--] engagements

"6/ Still tiny valuation. Bought in when mcap was sub-$100M range despite fresh multi-million contracts. Volume spikes hard on newsstock's shown multi-bagger pops before. If they stack a few more $510M wins and revenue scales easy 510x potential from these levels. (Volatile as hell tho.)"
X Link 2026-01-26T17:20Z [---] followers, [--] engagements

"7/ Balance sheet looking way better. Cash position strengthened massively (nearly 300% YoY in recent quarter). Less brutal dilution risk than the old days. Still speculative but shifting from pure burn to actual growth trajectory"
X Link 2026-01-26T17:20Z [---] followers, [--] engagements

"8/ Sector setup is fire. Unmanned surface vehicles (USVs) + offshore autonomy exploding. Clean energy/defense crossover gets bipartisan budget love. $OPTT positioned right at the nexuswave power meets maritime drones"
X Link 2026-01-26T17:20Z [---] followers, [---] engagements

"9/ Risk/reward is stupid asymmetric. Downside: classic penny stock shitdilution misses macro dumps. Upside: consistent contract flow $2050M+ revenue run-rate serious rerate. I'm sizing for the upside scenario after digging through filings IR and news flow"
X Link 2026-01-26T17:20Z [---] followers, [--] engagements

"9/ Insider conviction: Recent buys from CEO & CFO. CEO Philipp Stratmann scooped up shares (6.3k at $0.34 in Dec 2025) CFO Robert Powers adding too. Insiders putting real money where their mouth isskin in the game when the story's heating up. Not just talk"
X Link 2026-01-26T17:20Z [---] followers, [--] engagements

"10/ Sellside waking up: Two firms (incl. HC Wainwright initiating Buy) slapped $1.50 targets recently. Consensus around $1.50 implies massive upside from current levels. Analysts seeing the defense contract momentum and maritime tech edgefinally some Wall Street eyes on this"
X Link 2026-01-26T17:20Z [---] followers, [--] engagements

"12/ Position: a literal fuckton of shares. Not "YOLO everything"conviction play after real DD on these DHS/Anduril wins insider buys analyst upgrades and momentum shift. Not advice high risk do your own homework"
X Link 2026-01-26T17:20Z [---] followers, [--] engagements

"8/10 Broader context: The semi sector's volatile but Wolfspeed's niche in wide-bandgap semis is undervalued amid the AI hype overshadowing EVs. With U.S. chips push (CHIPS Act vibes) domestic players like WOLF could get a boost"
X Link 2025-07-23T14:31Z [---] followers, [---] engagements

"9/10 Renesas Electronics Corporation: As a major strategic partner and creditor Renesas is converting its existing $2 billion loan (stemming from a prior deposit for silicon carbide supply) into equity as part of Wolfspeed's Chapter [--] bankruptcy restructuring. This move positions Renesas as the largest shareholder with approximately 38.7% ownership in the reorganized company contributing to Wolfspeed's overall debt reduction of about $4.6 billion and enabling scalable growth in EV and renewable energy sectors. https://twitter.com/i/web/status/1948028265223934295"
X Link 2025-07-23T14:31Z [---] followers, [---] engagements

"My guess is $DMGGF and $SLNH will be the best performers in the next year. Take a listen and you be the judge 👀👀👀 $DMGI https://t.co/pH1xQZlzVA https://t.co/3MLHm1UqTF Take a listen and you be the judge 👀👀👀 $DMGI https://t.co/pH1xQZlzVA https://t.co/3MLHm1UqTF"
X Link 2025-10-15T13:10Z [---] followers, [---] engagements

"@isfall Right - I own IREN too. Been a beast. But looking forward over the next year.$SLNH and $DMGGF are my picks. (and still own a bunch of others including IREN)"
X Link 2025-10-15T15:36Z [---] followers, [---] engagements

"$OPTT seems crazy cheap at about $100 mil mkt cap. Partnership with Anduril. Insider buying by CEO and CFO. Back up the truck. @OceanPowerTech"
X Link 2026-01-27T14:13Z [---] followers, [---] engagements

"Kraken Robotics ($KRKNF) is a marine tech powerhouse building the backbone of tomorrow's undersea domain: ultra-high-res subsea sensors (like their game-changing AquaPix synthetic aperture sonar) pressure-tolerant batteries (SeaPower) towed vehicles (KATFISH) robotic systems and more.They serve serious clientsleading navies major defense contractors offshore energy giants. Military + commercial dual-use in a world where subsea dominance = strategic edge.I loaded up big at $6.23. @KrakenRobotics Here's why I'm balls-deep and still bullish: https://twitter.com/i/web/status/2016188037911163356"
X Link 2026-01-27T16:34Z [---] followers, [---] engagements

"1/8 The macro tailwinds are monstrous. Geopolitical tensions = massive defense spending on underwater capabilities (mine countermeasures ASW seabed mapping AUV/UUV fleets). Every major navy is racing to own the seabed. Kraken's tech is right in the crosshairshigh-res seabed imaging & endurance solutions.Offshore wind/oil & gas still need insane subsea data for site surveys cable laying asset inspection. Renewables boom + energy security = more demand. https://twitter.com/i/web/status/2016188040004120658 https://twitter.com/i/web/status/2016188040004120658"
X Link 2026-01-27T16:34Z [---] followers, [--] engagements

"2/8 Recent momentum is stupid.Stock ran from $1.40 low to highs near $6.44 recently. We're trading around $6.206.40 zone now after pulling back a bit. That's +300350% off the bottom in under a year. Volume has exploded. Retail + institutional interest is clearly picking up.Analysts are waking uprecent targets raised (e.g. Canaccord to C$9 implying serious upside from here). https://twitter.com/i/web/status/2016188220367581678 https://twitter.com/i/web/status/2016188220367581678"
X Link 2026-01-27T16:35Z [---] followers, [--] engagements

"3/8 Fundamentals catching fire.Record revenues growing backlog margin expansion from higher-margin products (batteries & sensors scaling nicely). They're shifting from pure R&D/play to commercial execution mode.SeaPower batteries just had a reported $35M breakthrough/order visibilityhuge for endurance in deep-sea ops where power is the bottleneck.Products segment scaling while Services provide recurring revenue. Path to profitability is clear and accelerating. https://twitter.com/i/web/status/2016188222150426809 https://twitter.com/i/web/status/2016188222150426809"
X Link 2026-01-27T16:35Z [---] followers, [--] engagements

"4/8 Valuation still reasonable for growth. Trading at $1.9B market cap with massive TAM in defense/offshore. Forward multiples look compressed relative to peers in robotics/autonomy/defense tech. If they keep executing this easily becomes a multi-bagger story.High P/E today because earnings are rampingclassic growth name. https://twitter.com/i/web/status/2016188223681081504 https://twitter.com/i/web/status/2016188223681081504"
X Link 2026-01-27T16:35Z [---] followers, [--] engagements

"5/8 Asymmetric setup.Worst case: macro cools defense budgets stall stock corrects but company still has sticky tech & case: more big defense wins battery orders explode offshore energy surges $1015+ CAD equivalent in [----] months isn't crazy (analyst targets already pointing that direction).Bought at $6.23 because the risk/reward felt disgusting in a good way. Pulled the trigger hard when most were still sleeping on it. http://contracts.Best http://contracts.Best http://contracts.Best http://contracts.Best"
X Link 2026-01-27T16:35Z [---] followers, [--] engagements

"6/8 Not advicejust one guy's convicted position.This isn't pump & dump. It's conviction in a real company solving hard problems in a secularly growing market. Underwater is the new space race.If you're in defense/autonomy/ocean tech themes $KRKNF deserves a hard look"
X Link 2026-01-27T16:35Z [---] followers, [---] engagements

"Do Not Miss This Video on $KRKNF This says it all. Kraken Robotics is the Next Canadian Super Stock via @YouTube https://youtu.be/JIhABOqmfc4si=eaU-c3_v27Bmj1mY https://youtu.be/JIhABOqmfc4si=eaU-c3_v27Bmj1mY"
X Link 2026-01-27T17:47Z [---] followers, [---] engagements

"I'm buying all the $IREN I can after hours as low as $30. Great call. Great future. @mikealfred"
X Link 2026-02-05T23:21Z [---] followers, [---] engagements

"There is no second best to $IREN. Best mgmt. Listening to $clsk - not close. $IREN Some quick considerations: - Guided for $2.5B GPU financing in Q1 - realized $3.6B - Guided for $0.5B ARR by eo March - realized $0.4B by February 5th - In talks for multi billion $ contract with software solution from IREN - Added 1.6GW to the contracted power pipeline $IREN Some quick considerations: - Guided for $2.5B GPU financing in Q1 - realized $3.6B - Guided for $0.5B ARR by eo March - realized $0.4B by February 5th - In talks for multi billion $ contract with software solution from IREN - Added 1.6GW"
X Link 2026-02-06T01:56Z [---] followers, [---] engagements

"RT @McnallieM: BULLISH"
X Link 2026-02-08T00:29Z [---] followers, [--] engagements

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