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@EarningsMindset Avatar @EarningsMindset The Earnings Mindset

The Earnings Mindset posts on X about ai, $btc, bitcoin, $crwv the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies XXXXX% technology brands XXXX% exchanges XXXX%

Social topic influence ai 11.54%, $btc #936, bitcoin #4420, $crwv #139, if you 3.85%, liquidity #1495, balance sheet #1513, $orcl #290, crypto #5570, $iren #171

Top accounts mentioned or mentioned by @mikealfred @bitmnr @strategy @saylor @fundstrat @ladoger @bitcoinarchive @pwallmann5 @amundieng @gabrielabed @merlijntrader @gemini @ondasholdings @stocksavvyshay @jakewujastyk @czbinance @trendspider @ashcrypto @thelonginvest @kobeissiletter

Top assets mentioned Bitcoin (BTC) CoreWeave, Inc. (CRWV) Oracle Corporation (ORCL) IREN Limited (IREN) Eos Energy Enterprises, Inc. (EOSE) Rocket Lab USA, Inc. Common Stock (RKLB) Palantir (PLTR) Ondas Holdings Inc. Common Stock (ONDS) Archer Aviation Inc. (ACHR) Joby Aviation, Inc. (JOBY) Main Street Capital Corporation (MAIN) Strategy (MSTR) NVIDIA Corp. (NVDA) SPX6900 (SPX) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Microsoft Corp. (MSFT) Ethereum (ETH) Nebius Group N.V. Class A Ordinary Shares (NBIS)

Top Social Posts

Top posts by engagements in the last XX hours

"๐Ÿ”ฅ $CRWV DIDNT JUST SURVIVE A $2.25B CONVERTIBLE SHOCK. IT JUST FUNDED A $55B AI MONOPOLY RUNWAY. Yesterdays dump was a textbook liquidity flush to shake out weak hands. The real story: CoreWeave secured long-dated largely non-dilutive capital to execute on an unprecedented contracted AI backlog. X THE TAPE SAYS ACCUMULATION NOT EXIT The chart is doing exactly what you want after a funding headline. Higher-Low Defense: Selloff stopped well above prior capitulation low with buyers defending the $XX liquidity pocket. Structural defense not trend failure. Momentum Reset: Daily RSI turned up from"
X Link 2025-12-09T15:21Z XXX followers, 1129 engagements

"๐Ÿ”ฅ $PLTR JUST GOT THE KEYS TO THE NUCLEAR SUBMARINE SUPPLY CHAIN. THIS IS A $448M+ AI OS ON A $130B PROGRAM. ๐Ÿš€ This is not a small IT contract. Palantir Foundry + AIP is being deployed as ShipOS the AI operating system coordinating the entire Virginia- and Columbia-class submarine build for the U.S. Navy. Its mission-critical workflow touching public shipyards private yards and key suppliers. This is the exact kind of wedge that scales across the defense complex. ๐Ÿ‘‡ X STRUCTURAL DEFENSE WIN ON THE CHART Higher low locked in: After Novembers flush to the mid-150s $PLTR printed a clean higher"
X Link 2025-12-10T08:06Z XXX followers, XXX engagements

"๐Ÿšจ $ORCL DROPS X% ON BLOWOUT AI NUMBERS. PRICE AND FUNDAMENTALS ARE DISAGREEING. โš– Oracle posted one of its strongest AI cloud quarters ever yet the stock is down post-market. Q2 FY26 revenue: $16.1B (+14% YoY) cloud: $8.0B (+34% YoY) IaaS: $4.1B (+68% YoY). RPO surged to $523B (+438% YoY) on huge AI deals. GAAP EPS $XXXX non-GAAP $XXXX helped by $2.7B gain from Ampere stake sale. X FUNDAMENTALS: AI HYPERGROWTH VS HEAVY CAPEX AI Cloud on fire: infra compounding at high double-digits multicloud database still fastest grower. AI woven into infra database and apps. Quality of earnings concern:"
X Link 2025-12-10T21:38Z XXX followers, XXX engagements

"@mikealfred When even the bulls sound bearish the market isnt dying its refueling. $BTC doesnt launch from euphoria it launches from exhaustion + fear of another leg down"
X Link 2025-12-11T06:53Z XXX followers, 1092 engagements

"๐Ÿš€ $ONDS SHAKEDOWN FAILED BULLS BOUGHT THE DIP. ๐Ÿ’š Yesterdays pullback looked like the start of a deeper fade but todays price action says otherwise. $ONDS snapped back into the green defending its new uptrend instead of breaking it. ๐Ÿ‘‡ X STRUCTURE STILL BULLISH Price continues higher lows after the November bottom with yesterdays red candle holding above the prior reaction zone XXX. Todays green candle keeps $ONDS in the upper half of the range confirming sellers are being absorbed. X MOMENTUM REGIME INTACT Daily RSI holding mid-50s above its signal line classic early uptrend behavior. No"
X Link 2025-12-11T17:13Z XXX followers, XXX engagements

"๐Ÿš $ACHR AND $JOBY: EVTOL LEADERS QUIETLY REBUILDING THEIR RUNWAYS โœˆ Both Archer and Joby sold off hard in November but the charts now say the same thing: liquidation is over repair phase is on and the next decisive move is likely higher not lower. X STRUCTURE: LIQUIDATION BASE BUILDING $ACHR: Washed out from the mid 13s into the low 7s then stopped making new lows. Price is now holding a higher low base around X and grinding sideways to up. That is classic post-flush accumulation not a fresh breakdown. $JOBY: Similar pattern. The dump from 19+ into the 13s has been absorbed and price is now"
X Link 2025-12-11T17:36Z XXX followers, XXX engagements

"โšก $EOSE is not a battery stock; its a domestic grid infrastructure play. The market still treats it like a speculative chemistry bet but Q3 2025 proved otherwise: zinc-bromine is scaling as a safer long-duration solution for industrial grid stabilization. What Q3 confirmed ๐Ÿ‘‡ X. Execution validation Q3 revenue hit $30.5M (2x Q2) with a XX percentage point gross margin improvement. The company is now converting LCOS and manufacturing gains into real operating leverage. X. Safety and fire risk Lithium systems risk thermal runaway and require complex fire mitigation. $EOSEs zinc-bromine"
X Link 2025-12-07T18:56Z XXX followers, 13.8K engagements

"@Strategy Bitcoin is the raw wattage Strategy is the yield curve. Turning block-space volatility into predictable cashflow streams is exactly how you build serious institutional rails on top of $BTC"
X Link 2025-12-09T13:48Z XXX followers, XXX engagements

"๐Ÿ”ฅ If you want random yield buy any BDC. If you want a durable income engine study $MAIN. Main Street Capital is what a best-in-class BDC looks like: internally managed conservative leverage and a 17-year track record of monthly dividend growth with regular supplements. Capital efficiency is the edge. X HOW $MAIN MAKES MONEY $MAIN operates between private credit and private equity lending to and investing in lower middle-market businesses where banks wont. Internally managed structure keeps fee drag low and operating margins high. First-lien-heavy lending and broad sector diversification keep"
X Link 2025-12-11T12:08Z XXX followers, XX engagements

"@Strategy Stacking sats and stacking hats economic energy on the balance sheet thermal energy on the scalp. ๐Ÿ”ฅ๐Ÿงข #BTC"
X Link 2025-12-11T13:01Z XXX followers, XXX engagements

"@BitcoinArchive Banks dont court crypto narratives they court the largest balance sheet of hard money on Earth. If major US banks plug into Strategys $BTC stack in 2026 $MSTR becomes the bridge between TradFi and the Bitcoin standard. ๐Ÿš€"
X Link 2025-12-03T12:38Z XXX followers, XXX engagements

"๐Ÿง  $IREN shorts are betting against the AI infrastructure shift. They still see a Bitcoin miner while management is quietly building a vertically integrated AI cloud platform. Q1 FY26 made this explicit: X AI scale is locked in roadmap to 140000 $NVDA GPUs online by end 2026 underpinning $3.4B annualized run-rate revenue when fully ramped including a $9.7B AI cloud contract with $MSFT. X Power + location moat X GW of secured power with flagship hubs like Sweetwater and Childress designed for XXX MW+ superclusters and next-gen liquid-cooled GPUs. This is the scarce input hyperscalers chase. 3"
X Link 2025-12-07T10:49Z XXX followers, XXX engagements

"๐Ÿš€ $RKLB LAUNCHES BACK INTO MAJOR SUPPLY +7.5% TODAY AND THE TREND IS FULLY IGNITED. ๐Ÿ’ฅ Rocket Lab just printed one of its strongest expansion candles of the year ripping straight into the key 57-59 supply band and closing near the highs. This is not a relief bounce. This is a completed V-reversal structural flip and textbook ignition phase for a fresh multi-month trend. ๐Ÿ‘‡ X V BOTTOM CONFIRMED - STRUCTURE IS BULLISH The tape has flipped from forced liquidation to aggressive accumulation. Direct reclaim: Todays surge drove $RKLB right back into 57-59 the exact area where the prior downtrend"
X Link 2025-12-10T22:16Z XXX followers, XXX engagements

"@mikealfred The wild part is markets still price AI like a tech theme not an industrial buildout. Power data centers and GPUs are becoming the new oil rigs"
X Link 2025-12-10T23:31Z XXX followers, 4145 engagements

"๐Ÿšจ Everyone is staring at the -XX% gap in $ORCL. I'm staring at $523B of contracted AI backlog. Oracle just posted one of the most aggressive AI cloud prints on the street yet the tape is treating it like a miss. Here's what the earnings call actually said: X AI INFRASTRUCTURE: HYPERSCALE DEMAND Total cloud revenue: $8B +33% YoY OCI infrastructure: $4.1B +66% YoY; GPU revenue +177% RPO exploded to $523.3B +433% YoY including +$68B in new long-term AI contracts from Meta NVIDIA etc. Management now expects $4B additional revenue in FY27 vs prior plan Behind the selloff is an AI infra engine"
X Link 2025-12-11T12:16Z XXX followers, XXX engagements

"@BitcoinMagazine This is what happens when XX% of supply sits in cold storage and new demand has to chase the last XX% at the margin. The scary part for under-allocated institutions: The move from $92K whatevers next can be faster than the entire move from $30K $92K"
X Link 2025-12-09T15:53Z XXX followers, XXX engagements

"๐Ÿšจ FOMC DAY: THE MARKET IS WALKING A X% TIGHTROPE โš– Futures are slightly green but the positioning is clear: a XX bps cut is consensus and largely priced in. Options are implying roughly a X% move in $SPX in either direction once Powell speaks. With the index sitting less than X% from all time highs this meeting decides whether we get a year end melt up or a sharp rug pull. ๐Ÿ‘‡ X What is actually priced in The cut itself is not the story. The path is. XX bps cut is widely expected and already embedded in valuations. The tape has been supported by hopes of a stronger 2026 economy and robust"
X Link 2025-12-10T11:11Z XXX followers, XXX engagements

"@saylor @LaDoger Reading about Bitcoin climbing while literally sitting above New York. Thats what high conviction looks like"
X Link 2025-12-11T13:28Z XXX followers, XXX engagements

"$ASTS is one of the most compelling asymmetric bets in public markets today. The market still prices it like a science project despite the significant de-risking in the last earnings call. The thesis is now simple: execution and commercial adoption. We track X critical drivers for a potential re rating. ๐Ÿ‘‡ 1.Launch Cadence ๐Ÿ›ฐ Timely and successful deployment of the initial Block X BlueBird satellites. This is the primary near term operational risk. 2.Service Activation ๐Ÿ“ถ Converting todays test connections into reliable intermittent coverage across the first target markets (US MENA). 3.MNO"
X Link 2025-12-07T01:10Z XXX followers, XXX engagements

"๐Ÿ”ฅ $IREN IS THE POWER MONOPOLY PLAY. The 4445 flush is the last accumulation base before the $9.7B Microsoft contract fully phases in. The street is trading headlines while $IREN quietly converts its selloff into a high-timeframe accumulation zone. This is a gift. โšก The 4445 Accumulation Gift Price is coiling after the dumpthis does not look like a broken trend. Structural defense: Every dip into the 4445 demand zone is getting bought not sold. First-leg breakout buyers are defending their cost basis. Momentum reset: Daily RSI has based in the low 40s and is curling higher. Classic downside"
X Link 2025-12-09T15:03Z XXX followers, XXX engagements

"๐Ÿš€ $RKLB V-BOTTOM CONFIRMED: FULL THROTTLE IGNITION MOVE. +7.5% TODAY AND COUNTING. ๐Ÿ’ฅ Rocket Lab is trading like the space infrastructure leader it is. The brutal November dump has been fully absorbed and the chart is now screaming trend reversal not dead cat bounce. This is a structural flip backed by aggressive institutional demand. ๐Ÿ‘‡ X V-BOTTOM COMPLETE BREAKDOWN LEVEL RECLAIMED The tape has decisively flipped from forced selling to accumulation. Key reclaim: Price exploded into the XX XX band the exact pocket where the November selloff accelerated. That supply wall has been taken out."
X Link 2025-12-10T17:19Z XXX followers, XXX engagements

"Most people trade headlines. I trade the tape. HTF reads on $BTC $ETH AI infra grid storage space and asymmetric equities. Levels. Triggers. Invalidations. One chart one takeaway. Follow if you trade signal over noise. Bookmark this pinned. #Markets #AI #Crypto"
X Link 2025-12-12T11:43Z XXX followers, XX engagements

"@saylor @LaDoger New York is where narratives meet liquidity. $BTC didnt arrive here. It got priced. #Bitcoin #Markets #Crypto"
X Link 2025-12-12T14:05Z XXX followers, XXX engagements

"They just nuked the AI infra tape on a headline then $ORCL pushed back: no delays milestones on track. Thats classic headline whiplash. $IREN $NBIS and the whole data center basket got hit first questions later. Trade levels not breaking news screenshots. Define your invalidation before the next headline. Follow for more clean HTF tape reads. #AI #Markets #Stocks"
X Link 2025-12-12T21:17Z XXX followers, XXX engagements

"๐Ÿšจ $CRWV (CoreWeave): THE NVIDIA-BACKED AI HYPERSCALER IS TRYING TO FLIP THE TAPE AT $XX The liquidation phase looks finished. After days of forced selling the stock with a reported $50B+ revenue backlog is printing a powerful accumulation candle into the close. This is not a random bounceit looks like a reversal attempt. THE TECHNICAL FLIP The daily chart has changed character pointing to fear exhaustion and returning institutional demand. Floor attempt: Clean higher lows on the daily with supply absorbed and the short-term range reclaimed. Momentum break: RSI has ripped above the XX line"
X Link 2025-12-09T20:27Z XXX followers, XXX engagements

"โšก $CRWV FLIPS RED TO GREEN DIP BUYERS STILL IN FULL CONTROL. ๐Ÿ“ˆ Rough open strong close. With XX minutes left in the session $CRWV has completely reversed from red to green and is pressing back into the high-80s. The tape is behaving like a name coming out of liquidation not rolling over. ๐Ÿ‘‡ X TODAYS CANDLE: FAILED BREAKDOWN Early selling pushed price back toward the mid-80s right on top of the new short-term demand zone. Every push lower was absorbed and rejected intraday leaving a strong lower wick and a green body reclaiming prior range. Thats not distribution thats buyers defending a"
X Link 2025-12-11T20:23Z XXX followers, XXX engagements

"$EOSE just delivered the reminder every high-beta name eventually prints: a clean -XXXX% reset is part of the game. HTF read: this is a range test not a story day. The tape is still deciding. Key levels from here: Floor: $14.0-14.5 (lose it on a daily close and $13s open fast) Reclaim: $XXXX (first spot where sellers get absorbed) Prove-it: $16.8-17.0 (reclaiming that flips back into trend attempt) If $EOSE reclaims $XXXX momentum can re-accelerate. If it cant expect chop and patience. Relative strength vs $NDX is the tell. Risk rule: size so a -XX% day doesnt change your behavior. Follow for"
X Link 2025-12-12T21:54Z XXX followers, XX engagements