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Finance Major posts on X about $aspi, $dnn, $uec, drops the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXX% finance XXX% cryptocurrencies XXXX% technology brands XXXX% automotive brands XXXX% countries XXXX%
Social topic influence $aspi #14, $dnn #20, $uec #57, drops #1454, $spy #798, $btc #2525, $amgn #57, $32sh #1, $plug #85, $smr #45
Top accounts mentioned or mentioned by @acethebullly @ogambleofuture @stocksavvyshay @jakobe0909 @btcarchive @scenicnights @tsking57 @hypertechinvest @amitisinvesting @fiscalai @byronn4561 @stocktalkweekly @nanonuclear @pepemoonboy @srvc76 @vladtenev @connroblitz @kyleadamsstocks @mr_skeptical01 @trekbroker
Top assets mentioned Uranium Energy Corp. (UEC) SPDR S&P XXX ETF Trust (SPY) Bitcoin (BTC) Amgen, Inc. (AMGN) Plug Power, Inc. (PLUG) NuScale Power Corporation (SMR) Bloom Energy Corporation (BE) TMC the metals company Inc. Common Stock (TMC) Kinross Gold Corporation (KGC) Cameco Corporation (CCJ) NVIDIA Corp. (NVDA) IREN Limited (IREN) BWX Technologies, Inc. (BWXT) Oklo Inc. (OKLO) TeraWulf Inc. (WULF) USA Rare Earth, Inc. Class A Common Stock (USAR) Tesla, Inc. (TSLA) Bitfarms Ltd. (BITF) Newmont Corporation (NEM) UnitedHealth Group (UNH) Eli Lilly and Company (LLY) Centrus Energy Corp. (LEU) Cipher Mining Inc. Common Stock (CIFR) NexGen Energy Ltd. (NXE) Pfizer, Inc. (PFE)
Top posts by engagements in the last XX hours
"TIPSHEET SENT Hot tickers this morning things to keep an eye on flow options ideas etc. Super value in this sheet. $NVDA $IREN $PLUG $SMR $RTGI and more mentioned. Full Sheet:"
X Link @FinanceMajor_23 2025-10-15T12:03Z 1243 followers, XXX engagements
"Bloom Energy $BE Valuation SENT At $XXXXX BE trades XXX 2026E EBITDA half the XX multiple implied by our DCF that prices in XX% CAGR and XX% gross margin yielding $130/sh (48% upside). Fleet replacement cost is $2.30/W vs todays EV-implied $1.45/W while a XX% PPA re-price plus $2/kg hydrogen blending adds 1000 bps margin together a $30/sh wedge not in Street models. Initiating more coverage here. PT $XXX. Full Read:"
X Link @FinanceMajor_23 2025-10-07T00:02Z 1204 followers, XXX engagements
"$BWXT Income Statement Thoughts. We're very high on this one. Hidden CPI arbitrage: $BWXT cost-plus navy contracts re-price on a 12-mo lag if disinflation sticks the co keeps the 2-3% inflation pass-through for a full year a 150bp GM uplift thats nowhere in street models = X% EPS torque. Pension alchemy buy-backs: $320M surplus now yields 5%+; every 25bp discount-rate bump drops $XXXX EPS via OCI non-cash but index-eligible equiv. to a X% share-repo kicker without spending a dime of FCF. Tons of upside we see"
X Link @FinanceMajor_23 2025-09-28T16:49Z 1241 followers, XXX engagements
"Market Recap SENT Long read today a lot happening. $OKLO continues pushing nuclear sector heating up. $SPY gains losses ends relatively flat. $BTC $110000 area. Full Read:"
X Link @FinanceMajor_23 2025-10-14T22:46Z 1244 followers, XXX engagements
"Circling back to $DNN some thoughts around their valuation. At $XXXX $DNN trades XXXX NAV $XXXX fair while every $10/lb uranium above $XX adds 0.26/shFCFon2.5Mlbof18.3/lb AISC Athabasa ore pricing in a XX% rerating once the Oct CNSC license drops. Long"
X Link @FinanceMajor_23 2025-10-11T18:36Z 1244 followers, 2003 engagements
"$DNN Full Valuation and Pricing SENT $DNN XXX M lb U-resource NAV embeds a Midwest refinery option worth $1/sh not in models first North American UF conversion build since 1978. Full Analysis:"
X Link @FinanceMajor_23 2025-10-12T18:03Z 1242 followers, XXX engagements
"@TreasuryEdge Added $WULF to the watchlist recently"
X Link @FinanceMajor_23 2025-10-14T22:45Z 1244 followers, XXX engagements
"$BE Income Statement thoughts. Haven't covered this name much however that will be changing. Q2-25 gross margin XXXX% (+770 bp YoY) with XX incremental profit on every new $X of sales lowest-ever breakeven now $XXX M/qtr vs $XXX M in 2022. XXX GW legacy PPAs re-price +15% and XX% hydrogen co-fire adds 600-1 XXX bps margin in 2026 doubling consensus EPS to $XXXX. Valuation and report coming this week:"
X Link @FinanceMajor_23 2025-10-06T13:07Z 1241 followers, XXX engagements
"TIPSHEET 10/13/25 SENT Tickers include: $TSLA $TMC $PLUG $BITF $USAR and more. Bond market closed today. $SPY. Full Sheet:"
X Link @FinanceMajor_23 2025-10-13T12:02Z 1242 followers, XXX engagements
"$AMGN Initial thoughts. We're covering healthcare heavily into Q4. At XXXX 2026E EPS $AMGN prices in zero upside from a $XX B pipeline that could add $32/sh while XXX% FCF yield funds a $XX B buy-back that retires X% of float annually. Every XXX bp uptick in KRAS market share adds $0.45/sh EPS Lumakras already owns XX% and scripts are compounding XX% YoY embedding a free call on a $XX B NAV line the Street hasnt modelled. Coverage to continue. Long"
X Link @FinanceMajor_23 2025-10-11T14:10Z 1217 followers, XXX engagements
"Newmont Corporation quick thoughts ticker $NEM Not talked about big time gold copper silver zinc and lead explorer and producer. With spot at $4000/oz $NEM XXX Mozpa unleashes an extra $8.4/sh FCF valuing the equity at $XXX on todays tape a XX% re-rating still not baked into the $XX price. Coverage will continue deeper dive coming this weekend. Be here to get every bit of research:"
X Link @FinanceMajor_23 2025-10-08T23:47Z 1242 followers, XXX engagements
"Value thoughts round $LLY Topic of conversation in the healthcare area what's undervalued similar to $UNH. $LLY is a contender. $LLY XX P/E embeds a XX% revenue CAGR that throws off $32/sh FCF XX% yield at $XXX. While the $XXX B GLP-1/obesity pipeline alone adds $XXX NAV a XX% free call on scripts still compounding XX% YoY. Coverage to continue"
X Link @FinanceMajor_23 2025-10-13T15:53Z 1232 followers, XXX engagements
"MARKET RECAP SENT What a day huge mid-day selloff. $SPY $SMR $LEU big mornings $BTC stabilizing around $112k area. Full Read: (Available to all)"
X Link @FinanceMajor_23 2025-10-15T22:01Z 1244 followers, XXX engagements
"Thoughts around $KGC an interesting mining option. KGCs XXX Moz @ $1130 AISC throws off $4.45/sh FCF XXXX% yield at $XX While XXXX NAV discounts a $XX fair value pricing in a XX% rerating on the 29k tpd Tasiast expansion FID next year. Coverage to continue"
X Link @FinanceMajor_23 2025-10-13T14:28Z 1244 followers, XXX engagements
"Happy Sunday Let's have a day Some really great research coming out today. $TMC Thematic Report $AMGN Valuation $DNN Valuation Weekly Macro Forecast Plus our four full watchlists for Nuclear Healthcare $BTC related and Metals"
X Link @FinanceMajor_23 2025-10-12T10:15Z 1244 followers, XXX engagements
"Our full analysis on $ASPI Form S-3 Filing today. Another massive factor to think about mentioned in the report: A shelf allows $ASPI to (i) issue $ASPI shares to new QLE investors in a tax-efficient split-off or (ii) raise fresh equity inside QLE without waiting for a new registration statement. Full Report:"
X Link @FinanceMajor_23 2025-10-15T00:16Z 1244 followers, 4649 engagements
"$ASPI Public Offering Up to $250m"
X Link @FinanceMajor_23 2025-10-14T20:24Z 1244 followers, 6214 engagements
"Diving into some research around $UEC and $CCJ tonight. Something I found. Wyoming before 1980 had the largest known uranium ore reserves of any state in America. 1980 uranium prices crumble Jeffrey City in Wyoming losses XX% of it's population. Fast forward to 2020 one uranium mine left Smith Ranch-Highland mine owned by CAMECO $CCJ. TerraPower Natrium reactor project is located in Wyoming. TerraPower has a MOU with Uranium Energy $UEC to collaborate on domestic uranium fuel supply for Natrium. As we know $ASPI is handling the enrichment process for TerraPower. They were the only contender"
X Link @FinanceMajor_23 2025-10-09T00:44Z 1240 followers, 1072 engagements
"@BTC_Archive They gotta get their hand in"
X Link @FinanceMajor_23 2025-10-14T02:14Z 1225 followers, XX engagements
"$UEC Full Valuation Analysis SENT Diving into this company heavily found some connection with TerraPower $CCJ and $ASPI Valuation looks decent looking forward to Q3 numbers. Will continue coverage. Full Valuation:"
X Link @FinanceMajor_23 2025-10-10T15:03Z 1215 followers, XXX engagements
"$CIFR Full Valuation Analysis SENT Huge move today still plenty of room. Cash: US$62.7 M 10-quarter runway at US$0.8 M quarterly burn. Full Analysis:"
X Link @FinanceMajor_23 2025-10-10T00:02Z 1219 followers, XXX engagements
"@krakenfx @Bitcoin 😂😂"
X Link @FinanceMajor_23 2025-10-12T01:49Z 1203 followers, XX engagements
"Thoughts on $NXE current situation. Fully-funded construction (US$565M net cash + green bond + Orano stream) means zero equity dilution and the XX% Canadian ITC adds US$390M NPV vaulting NAVPS to C$18.30 for XX% base-case upside. $NXE X B lb @ XXX g/t is the highest-grade undeveloped uranium resource globally and with Saskatchewan permits finalized and federal EA cancelled it offers the only near-term scalable source of Western-origin fuel as utilities race to replace Russian supply. Interesting no coverage initiation yet"
X Link @FinanceMajor_23 2025-10-06T22:44Z 1244 followers, 1603 engagements
"$ASPI Valuation Updates. $ASPI 14-day HALEU runs flip inventory XXX faster than centrifuge XX % ROIC vs XX % peer avg; market still prices it like a science fair. Hyperscalers need XXX kg Yb-176 per XX MW quantum rack; ASPs contracted output = $XXX M slice by 2029 an embedded QC call the Street hasnt modeled. Available to everyone full valuation:"
X Link @FinanceMajor_23 2025-10-04T13:01Z 1222 followers, 6331 engagements
"Thoughts around $PFE Valuation. $PFE $XX price discounts XXX EBITDA half the sector while the $XX B pipeline alone adds $44/sh NAV and every X M more RSV scripts drops $XXXX EPS. Pricing in a XX% rerating once Paxlovid HFpEF approval drops next quarter. Added to healthcare watchlist last week"
X Link @FinanceMajor_23 2025-10-14T22:55Z 1243 followers, XXX engagements
"$NUAI Income Statement Thoughts Q2-25 revenue-per-employee implied $33k is XX% below median AI-SaaS but that same ratio has X% historical false-positive rate for 10+ re-rates once product-market-fit clicks tiny denominator = explosive leverage. Hidden R&D leverage: $X R&D line isnt missing its XXX% capitalised (intangibles +40% QoQ off-B/S); amortisation cliff starts FY-26 meaning every incremental $X revenue drops straight to gross profit opex flat = path to XX% incremental margin classic spring-load. Worth a look. Interesting growth possibility"
X Link @FinanceMajor_23 2025-09-28T16:06Z 1243 followers, 1874 engagements
"@jaywilson4447 You said it. Really like $DNN $UEC is up there though for certain"
X Link @FinanceMajor_23 2025-10-12T12:33Z 1244 followers, XXX engagements
"@BTC_Archive 🔥🔥"
X Link @FinanceMajor_23 2025-10-15T00:07Z 1243 followers, XXX engagements
"$AMGN Full Valuation SENT At XXXX 2026E EPS $AMGN prices in zero upside from a $XX B pipeline that could add $32/sh while XXX% FCF yield funds a $XX B buy-back that retires X% of float annually. We will continue to cover. Full Analysis:"
X Link @FinanceMajor_23 2025-10-12T16:02Z 1244 followers, XXX engagements
"Full Valuation on $KGC SENT Most intriguing part seems to be $KGC XXX Moz @ $1130 AISC throws off $4.45/sh FCF XXXX% yield at $XX. Full Valuation Report:"
X Link @FinanceMajor_23 2025-10-14T15:02Z 1243 followers, XXX engagements
"$ASPI Thematic Research Report SENT. This is a company we will evaluate on a weekly basis from different standpoints. Gets better and better each time. We know $ASPI has transitioned from R&D to full commercialization now shipping high-value isotopes and projecting $5070 million in revenues for 20262027 from Ytterbium-176 and Silicon-28 alone. It's conservative to think $ASPI can generate over $XXX million in EBITDA by 2030. This will be the most intriguing report you read on $ASPI. Full Report:"
X Link @FinanceMajor_23 2025-10-08T00:03Z 1243 followers, 5957 engagements
"$UEC Thoughts. $UEC XXXX M lb inventory at $XX spot adds $XXXX M value per $XX price jump debt-free. Zero leverage + $XXX M cash self-funds XXX M lb/year Sweetwater mill unlocking XXX M lb resource upside. Full valuation report coming tomorrow. We look at things differently than most. Results don't lie. Find research here:"
X Link @FinanceMajor_23 2025-10-07T22:31Z 1237 followers, XXX engagements
"$ASPI Income Statement thoughts. $63M loss is a non-cash derivative mark from a rising stock when converts finish rolling off that line flips to a $60M GAAP gain on zero extra sales. R&D at 75-136% of rev has already yielded XX% gross margin; SG&A is fixed $7M qtrly so at only $5M rev the model prints $1M EBITDA an XX% incremental fall-through no screen yet prices in. Not to mention obvious positive XXX% revenue growth"
X Link @FinanceMajor_23 2025-09-26T22:15Z 1242 followers, 3728 engagements