@Krokodil_V Avatar @Krokodil_V Krokodil

Krokodil posts on X about $sols, ai, $cc, $inv 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 stocks 50% technology brands 20% cryptocurrencies 13% finance 11% countries 4% currencies 3% financial services 3% automotive brands 2% exchanges 1% social networks 1%

Social topic influence $sols #4, ai 14%, $cc 13%, $inv 10%, $hwm #16, $entg 6%, $sky 5%, in the 5%, investment 5%, $nvda 5%

Top accounts mentioned or mentioned by @dbfink @8kraken8 @arronwei3n @pythiar @petramcoc @jukan05 @rem26020 @dirxinho @flybenantony @whiteboyric3 @thelapurchaser @widditcap @mufaso7 @joseyreyes @altaycapital @jukanlosreve @xtimes1 @jamesschladt @rollsie7 @lyleantoin65269

Top assets mentioned SOLLENSYS CORP (SOLS) Canton (CC) Inverse Finance (INV) Howmet Aerospace Inc (HWM) Entegris, Inc. (ENTG) Skycoin (SKY) NVIDIA Corp. (NVDA) Cavco Industries Inc. (CVCO) Boeing Co (BA) Amazon.com, Inc. (AMZN) General Electric Company (GE) Morgan Stanley (MS) Goldman Sachs (GS) Vertiv Holdings Co (VRT) HUBSPOT, INC. (HUBS) Johnson Controls International, PLC. (JCI) GE Vernova Inc. (GEV) Carrier Global Corp (CARR) Electroneum (ETN) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) Alphabet Inc Class A (GOOGL) Broadcom, Inc. (AVGO) Marvell Technology Inc (MRVL) Taiwan Semiconductor (TSM) GE HealthCare Technologies Inc. Common Stock (GEHC) Intuitive Surgical, Inc. (ISRG) Microchip Technology Inc. (MCHP) Synopsys, Inc. (SNPS) Cameco Corporation (CCJ) Trane Technologies PLC (TT) ThunderCore (TT) Lennox International, Inc. (LII) Oklo Inc. (OKLO) NANO Nuclear Energy Inc. (NNE) Heroes of NFT (HON)

Top Social Posts

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

"$SKY Champion Homes revenues grew +2% y/y in 3Q26 just above guide for flat y/y driven by higher US ASPs (multi-section + captive retail mix). 4Q guide: LSD sales growth and 25-26% gross margins. OK print but price action (+11%) likely reflects shorts unwinding. -3Q volumes down -4.6% q/q and factory utilization declined to 59% (vs 60% last Q). $CVCO and $SKY outperformed the HUD industry (down LSD to MSD in 4Q vs industry HUD units down in the teens). Mgmt cited ongoing consumer caution and seasonality. -Higher material costs + lower volume/utilization drove [----] bps y/y decline in 3Q gross"
X Link 2026-02-05T13:27Z [---] followers, [--] engagements

"$ENR.GY - Siemens Energy with another solid quarter. FY28 outlook remains conservative + more upside to come in FY29 as higher margin services / backlog kicks in"
X Link 2026-02-11T12:32Z [---] followers, [---] engagements

"Interesting pt. What's your view re probability of CMC for the airfoils in RISE $HWM (talking their own book) thinks it's unnecessary given cost + currently able to support F-35 temps with nickel alloy. Also curious whether you have any view re $CVV since they seem to be involved in CVD for CMP. https://twitter.com/i/web/status/2021774713069220100 https://twitter.com/i/web/status/2021774713069220100"
X Link 2026-02-12T02:33Z [---] followers, [---] engagements

"Consensus build rates for $BA and $AIR.PA per BBG $HWM $HWM w a strong 4Q. Engine Products grew +20% y/y at 49% incremental EBITDA margin. Commercial + Defense grew +17-18% y/y and gas turbines grew 32% y/y. Commercial Aero continues to improve as $BA and $AIR.PA ramp up volumes and Gas Turbines will continue to grow as new capacity https://t.co/xWvRWZdAkM $HWM w a strong 4Q. Engine Products grew +20% y/y at 49% incremental EBITDA margin. Commercial + Defense grew +17-18% y/y and gas turbines grew 32% y/y. Commercial Aero continues to improve as $BA and $AIR.PA ramp up volumes and Gas"
X Link 2026-02-12T13:57Z [---] followers, [---] engagements

"$HWM w a strong 4Q. Engine Products grew +20% y/y at 49% incremental EBITDA margin. Commercial + Defense grew +17-18% y/y and gas turbines grew 32% y/y. Commercial Aero continues to improve as $BA and $AIR.PA ramp up volumes and Gas Turbines will continue to grow as new capacity comes online to supply $GEV $ENR.DE and MHI [----] JP turbine builds. https://twitter.com/i/web/status/2021945130207662286 https://twitter.com/i/web/status/2021945130207662286"
X Link 2026-02-12T13:50Z [---] followers, [---] engagements

"Consensus is not even close to that figure"
X Link 2026-02-12T15:35Z [---] followers, [--] engagements

"Safran $SAF.PA $SAF.FP guides MT to HT FY26 rev growth and EUR 6.1-6.2B adj EBIT. Also raises FY28 outlook for adj EBIT to EUR 7-7.5B. Think this is still conservative given profit release from LEAP RPFH contracts accelerating towards 2030"
X Link 2026-02-13T07:54Z [---] followers, [---] engagements

"$SAF.PA finally updated its CFM56 shop visit outlook (had declines into '28 prior). CFM will do (on a 50:50 basis between $GE / SAF) the majority of LEAP visits until [----]. This is meaningful for SAF as its share is much higher than its current share (10%) of visits for CFM56"
X Link 2026-02-13T07:54Z [---] followers, [--] engagements

"Solstice Advanced Materials $SOLS shared good info re their UF6 conversion business at the Morgan Stanley Chemicals Conference and Goldman Sachs Industrials Conferences: - Annual UF6 capacity is [----] tons going to [-----] tons in [----] w room to go to up [-----] tons. - Backlog is $2.2B majority of which signed in 2023-2024 after restarting the Metropolis Works facility. - 90% of the business is secured through LTAs with escalators linked to uranium spot prices and inflation. 10% of capacity is kept for the spot market. - Margins are within 200-300 bps of the segment total and are comparable to"
X Link 2026-01-09T16:37Z [---] followers, [----] engagements

"Reduced $ENTG. Still think consensus is low given MSI + mature semi recovering and APS (70/30 unit vs capex) benefitting from wafer capacity buildout but price action has reflected this optimism. Multi-year story but R/R no longer as attractive vs other opportunities IMO"
X Link 2026-01-28T17:01Z [---] followers, [---] engagements

"$SKY $CVCO House lawmakers passed the Housing for the 21st Century Act with an overwhelmingly bipartisan 390-9 vote. Now goes to the Senate which previously passed a similar bill (ROAD to Housing) in [----]. Will benefit prospective homeowners and is a great investment theme"
X Link 2026-02-10T14:21Z [---] followers, [---] engagements

"Nice slide from $SOLS - I particularly like the evaluation of new capacity investment + long-term supply discussion with customers which makes sense as HALEU powered Gen [--] nuclear reactors come online"
X Link 2026-02-11T12:17Z [---] followers, [----] engagements

"$SOLS CEO David Sewell indicated continued debottlenecking (Metropolis Works is authorized to go up [-----] MTU per year) and greenfield capacity likely on the way as they secure customer commitments past [----]. Nice slide from $SOLS - I particularly like the evaluation of new capacity investment + long-term supply discussion with customers which makes sense as HALEU powered Gen [--] nuclear reactors come online. https://t.co/y7VDgg28Nl Nice slide from $SOLS - I particularly like the evaluation of new capacity investment + long-term supply discussion with customers which makes sense as HALEU"
X Link 2026-02-11T16:19Z [---] followers, [---] engagements

"$HWM just confirmed Gas Turbines revenue will double to $2B over the next 3-5 years $HWM w a strong 4Q. Engine Products grew +20% y/y at 49% incremental EBITDA margin. Commercial + Defense grew +17-18% y/y and gas turbines grew 32% y/y. Commercial Aero continues to improve as $BA and $AIR.PA ramp up volumes and Gas Turbines will continue to grow as new capacity https://t.co/xWvRWZdAkM $HWM w a strong 4Q. Engine Products grew +20% y/y at 49% incremental EBITDA margin. Commercial + Defense grew +17-18% y/y and gas turbines grew 32% y/y. Commercial Aero continues to improve as $BA and $AIR.PA"
X Link 2026-02-12T15:30Z [---] followers, [---] engagements

"Reminder of the LEAP RPFH profit recognition profile:"
X Link 2026-02-13T08:04Z [---] followers, [--] engagements

"$SOLS $CC - US residential HVAC has generally been weak in [----] for several reasons but I think there are reasons to be optimistic going into [----] as rates continue to come down. (1) R-454B shortages: leading HVAC players like $CARR (Carrier) $TT (Trane Technologies) and $LII (Lennox) have transitioned to R-454B driven by the US EPA AIM phase out of HCFCs like R-410A and R-22. This led to a R-454B shortage with prices soaring units being overcharged and supply stockpiled all of which negatively impacted demand. $SOLS / $HON took a charge to secure supply externally in order to meet demand."
X Link 2025-12-11T13:52Z [---] followers, [----] engagements

"@8Kraken8 @db_fink And it's 7x FY26 P/E. Nice refrigerant tailwind with some TiO2 optionality from protectionism + housing (rates). But $SOLS is the cleanest by far with refrigerants and UF6 conversion and similar optionality with AI cooling"
X Link 2026-01-05T16:34Z [---] followers, [---] engagements

"In December Mitsubishi Heavy [----] JP and EXEO Group began commercial use of 2-phase direct-to-chip cooling (two-phase DLC) for AI servers. MHI is also evaluating 2P DLC with NTT Group. I believe this is Chemours $CC R-1366mzz which matches MHI's description (GWP [--] A1 ASHRAE characteristics). Like $INV MHI sees benefits from 2-phase DLC. "The first problem was that the air-cooled system could not cool the GPU sufficiently leading to concerns about stable operation and the potential as a factor for output limitation and failure risk. Two-phase DLC directly dissipates heat by means of a cold"
X Link 2026-01-13T12:55Z [---] followers, [---] engagements

"Many Gen [--] nuclear reactors (e.g. TerraPower $OKLO $NNE) use HALEU (high assay LEU) fuel where U235 is enriched to as high as 19.75% (vs LEU enriched up to 5%). This requires more uranium and UF6. Cowen notes that HALEU could require 3.6x more UF6 to produce 1kg of fuel"
X Link 2026-01-13T14:33Z [---] followers, [---] engagements

"The spinoff that could - and it's still super early and cheap. $HON $SOLS"
X Link 2026-01-15T15:30Z [---] followers, [----] engagements

"RBC's Arun Viswanathan upgrades $SOLS to outperform and raises his price target from $50 to $75 citing growth driven by HFO refrigerants and monopoly-like position in UF6 conversion a required and critical step to enrich uranium for nuclear fuel"
X Link 2026-01-20T13:58Z [---] followers, [---] engagements

"Re $INV - $ETN paid $9.5B for Boyd at 22.5x FY26E EBITDA (25% margin on $1.7B sales). Street liked it as it filled a key gap in their portfolio that winner $VRT had. There are multiple large Co's looking for cooling partners/deals to fill similar gaps (e.g. $ABBNY). $INV Great job last night by @joseyreyes and Josh Claymen CEO of Accelsius. I am overseas and my internet wasnt working but I have listened to the spaces this morning and wanted to share my ruminations and key take-aways: 1.) Josh did a great job explaining the https://t.co/CLRSjcNKxV $INV Great job last night by @joseyreyes and"
X Link 2026-01-20T14:03Z [---] followers, [----] engagements

"$GE guides mid-teens service and mid/high teens equipment revenue growth in Commercial Engines and Services (CES). $FTAI also announces multi-year deal w CFM JV for parts and repair support for the CFM56 as expected. $HWM $SAF.FP"
X Link 2026-01-22T14:07Z [---] followers, [---] engagements

"$SOLS should be a winner here. Can't see the US doing this but relying on the Canadian and French for their nuclear fuel supply chain. https://t.co/gqRTJ0QWbB https://t.co/gqRTJ0QWbB"
X Link 2026-01-28T18:50Z [---] followers, [---] engagements

"$ENTG beats consensus which was low but am surprised stock is up given the outlook. Guided 1Q rev at $805M seasonal q/q growth in 2Q. Sees MSD MSI growth in CY26 (stable mainstream strength in advanced logic / memory) expects fab construction capex to be flat / slightly up. Reduced $ENTG. Still think consensus is low given MSI + mature semi recovering and APS (70/30 unit vs capex) benefitting from wafer capacity buildout but price action has reflected this optimism. Multi-year story but R/R no longer as attractive vs other opportunities IMO. Reduced $ENTG. Still think consensus is low given"
X Link 2026-02-10T14:14Z [---] followers, [---] engagements

"@AltayCapital Caveating that I used AI to search when I did but Nicalons patents are mostly expired right Just wondered how solid this would be in the 2030s for the next gen engine since CMC is really directed at that right"
X Link 2026-02-12T01:58Z [---] followers, [--] engagements

"@Dirxinho CC could take a breather. Been on a monster run. TiO2 pricing + demand looks soft + few to no rate cuts not exactly positive. Buy it for out year numbers + refrigerants Data Center upside"
X Link 2026-02-12T05:17Z [---] followers, [--] engagements

"$SOLS is absolutely flying. Upgraded to PT $87 from $75 by UBS. Mizuho still at $65 (lol)"
X Link 2026-02-12T14:53Z [---] followers, [---] engagements

"@flybenantony Pretty wide range of numbers but for example $HWM is assuming rate [--] for A320 and rate [--] for A350"
X Link 2026-02-13T19:14Z [---] followers, [--] engagements

"OpenAI mentions $FIG and doesn't indicate it's going to eat its lunch. Stock goes +8% in minutes"
X Link 2025-10-06T17:22Z [---] followers, [---] engagements

"$BABA focus on price quality and tech appears to be paying off w double digit GMV growth (near NBS print). Unlike narrative $PDD advantage is not structural. CMR will improve as ad tech monetization progresses. CNY 143T in household savings + improving macro are all positives"
X Link 2024-05-16T16:26Z [---] followers, [---] engagements

"Nice guidance bump by $HUBS. Dont love the decel in net adds. Offering 25% discounts + flexibility on seats yet still expecting subs to grow at a 1-2k lower pace for 2H24. Likely doesnt matter LT but still"
X Link 2024-08-08T10:53Z [---] followers, [---] engagements

""I think our full stack approach and our TPU efforts all give a meaningful advantage" - $GOOGL CEO Pichai. Thinks value prop is attracting dev demand. Noted [---] mm devs using Gemini today (Gemini trained on $AVGO TPUs). 20x increase in Vertex AI usage over 2024"
X Link 2025-02-05T04:05Z [---] followers, [---] engagements

"Nice reminder from $ARM that 50% of $AMZN CPU capacity installed over the past two years was Graviton which is good indicator re how $AMZN thinks about custom silicon. I think x86 is a good case study when it comes to custom silicon"
X Link 2025-02-06T14:02Z [---] followers, [---] engagements

"Most of the non-GAAP adj is amortization of acquired intangibles + restructuring re: Inphi + Innovium. But generally agree given the potential execution risk re full solution for MSFT as well. On a side note I think your IP point is also why MRVL has a decent chance of taking back AMZN from Alchip in future generations. Optionality though IMO"
X Link 2025-03-07T04:20Z [---] followers, [---] engagements

"During Prime Day $AMZN Rufus AI assistant produced 300B+ tokens over [--] days in early deployment (3M+ tokens/sec at peak). That's the kind of scale that Andy Jassy is referencing where costs can get steep quickly and hence their desire to deploy custom silicon. $MRVL $Alchip"
X Link 2025-03-13T13:12Z [---] followers, [---] engagements

"$ASMIY being bought ahead of investor day. Expecting to see an outlook upgrade with $TSM GAA at N2 and beyond + greater deposition intensity going forward based on memory and logic roadmaps"
X Link 2025-09-16T09:21Z [---] followers, [---] engagements

"Literally every company mentioned by OpenAI is jumping and it's funny because weeks ago these were the ones getting sold off because of OpenAI $HUBS"
X Link 2025-10-06T17:32Z [---] followers, [---] engagements

"Have been long a basket of $crm $wday $hubs and $team for [--] month w a similar view. Think theyre stickier than feared and have upsell + cross sell opportunities. $crm and $wday are among only a handful of companies across S&P500 and Nasdaq trading at low 20x fwd w DD rev cagr and 30% fcf margins. The SaaS comeback is happening. Obvious sign to go long for me when everyone on fintwit was still bearish (purely because stock prices were down) and HF retards like Coleman and Altimeter spoke bearishly on a panel. The SaaS comeback is happening. Obvious sign to go long for me when everyone on"
X Link 2025-10-21T17:24Z [---] followers, [---] engagements

"Great datapoints continue to roll in for $HWM. $GE noting continued progress on supply chain ramp $BA allowed to increase 737MAX production to rate [--] paving the way to rate [--] IGT cos like $GEV and all increasing capacity. http://7011.JP http://ENR.GY http://7011.JP http://ENR.GY"
X Link 2025-10-21T17:40Z [---] followers, [---] engagements

"FY27 remains far away but $UNH seems like it's doing the right things to fix profitability. Narrower provider networks re-pricing and increased selectivity. 2H26 will be a big milestone"
X Link 2025-10-28T12:26Z [---] followers, [---] engagements

"Wonder what the algos were looking for on the $GEHC print. Traded down -6% after print but back up to +4.5% at time of writing.organic order growth +6% vs +4% est is positive w potential tailwind from Photon Counting CT approval soon to compete w http://SHL.GY http://SHL.GY"
X Link 2025-10-29T10:51Z [---] followers, [---] engagements

"Am long $SOLS. Refrigerants is an underappreciated space benefiting from rate cuts when they come the AI data center buildout and regulatory changes. Also owns the only UF6 conversion site in the US which is positive positioning for nuclear + strategic investment"
X Link 2025-11-05T15:27Z [---] followers, [---] engagements

"Re depreciation talk.useful life is a subjective accounting call and doesn't necessarily reflect practical life. $NVDA A100s are still in use. $DELL 13/14G servers released in 2014/2017 are in use and only now being replaced to optimize footprints. $TSM still uses [--] y.o equipment (5 year useful life though). The list goes on. It's accounting"
X Link 2025-11-13T17:32Z [---] followers, [---] engagements

"No view on NetApp / Pure Storage. Ultimately depends on ability to pass through cost - not sure how much DELL/HPQ can pass through re consumer devices. AI PCs already have higher ASPs and surveys show thats giving customers pause. Do you think they can pass through 2x memory costs"
X Link 2025-11-17T13:04Z [---] followers, [--] engagements

"Today $JCI backed Accelsius $INV signed an agreement with DarkNX to deploy NeuCool across its 300MW AI DC in Ontario Canada. There's still a lot of debate across the industry re whether two-phase direct to chip liquid cooling (P2P DLC) is needed or if the industry will stick to PG25 when $NVDA Rubin+ is introduced but given VR200's 2300W TDP (rising to 3600W for VR300) in subsequent generations I think it's likely the puck is moving in this direction. https://twitter.com/i/web/status/1990437102795022672 https://twitter.com/i/web/status/1990437102795022672"
X Link 2025-11-17T15:09Z [---] followers, [----] engagements

"$SOLS + $CC interest me as they supply the 2-phase dielectric fluids which likely will replace single-phase PG25 to liquid cool $NVDA Rubin Ultra+. $NVDA is developing 2-phase Direct to Chip (2P DTC) technical solutions and $JCI $INV Accelsius $CARR ZutaCore $VRT CoolTera $ETN Boyd $CLS [----] JP + [----] JP (Mitsubishi Heavy + NTT) [----] TT (Wiwynn) [----] TT (Wistron) and [----] TT (AURAS) are all working on 2P DTC. There are limitations with PG25: as TDPs and densities rise higher coolant flow rates are required to cool servers which increases leakage and erosion in the liquid cooling system and"
X Link 2025-11-18T16:27Z [---] followers, [----] engagements

"Microchannel architectures are part of solving the TDP issue and are also being evaluated in 2P DTC development. $JCI $INV Accelsius has evaluated microchannel 2P cold plates with $SOLS R-1233zd(e) to cool 2000W TDP processors. I talk about Liquid Cooling Introduction of Microchannel Lids & Microchannel Cold Plates due to the rapid increase in chip TDPs and the beneficiaries from Taiwan Subscribe on X to read https://t.co/v8Uf8ikLkf I talk about Liquid Cooling Introduction of Microchannel Lids & Microchannel Cold Plates due to the rapid increase in chip TDPs and the beneficiaries from Taiwan"
X Link 2025-11-18T17:15Z [---] followers, [---] engagements

"This is part of the reason why I think two phase cooling w dielectric coolants is more appealing vs PG25 water. Less flow required fewer leaks and removes risk to hardware from leaks. $INV $SOLS $CC Ive ran water cooled servers before they came into vogue. If we really pushed them we were lucky to get [--] months out of them. The thought that could last for over [--] years not even overclocked would be laughable. The point that people have A100s lying around renting them out Ive ran water cooled servers before they came into vogue. If we really pushed them we were lucky to get [--] months out of them."
X Link 2025-11-20T03:32Z [---] followers, [---] engagements

"@x_times_1 It's most likely $INV vs Zutacore - and they both use $SOLS R-1233zd"
X Link 2025-11-20T16:50Z [---] followers, [---] engagements

"The intent behind this bipartisan bill is a good sign for $CC and $SOLS (from both a commercial and regulatory perspective) with two-phase customers $INV (2P DTC) $MOD (2P IC) and their partners supporting the bill. Single phase immersion is mentioned too. $inv this is a confirmation of what we already know: that two phase cooling is the future of AI data centers. https://t.co/Jl5Xoh1DWN $inv this is a confirmation of what we already know: that two phase cooling is the future of AI data centers. https://t.co/Jl5Xoh1DWN"
X Link 2025-11-25T12:03Z [---] followers, [----] engagements

"An Intelerad acquisition and a FDA 510(k) for photon counting CT later $GEHC Wonder what the algos were looking for on the $GEHC print. Traded down -6% after print but back up to +4.5% at time of writing.organic order growth +6% vs +4% est is positive w potential tailwind from Photon Counting CT approval soon to compete w https://t.co/gKssqd1GaS Wonder what the algos were looking for on the $GEHC print. Traded down -6% after print but back up to +4.5% at time of writing.organic order growth +6% vs +4% est is positive w potential tailwind from Photon Counting CT approval soon to compete w"
X Link 2025-11-25T17:21Z [---] followers, [--] engagements

"@JamesSchladt That and they want to see rev acceleration. But as a long only I dont care because a few of these are sticky print cash are at 20x multiples and growing HSD - LDD cagr with AI acceleration optionality"
X Link 2025-11-25T17:37Z [---] followers, [--] engagements

"I really like ENR GY (Siemens Energy). (1) Revenue and margins are benefiting from structural tailwinds (gas turbines + high margin services for electricity generation ageing grid + expansion) with strong visibility (e.g. Gas has [--] GW in the backlog and 90% on LTSA). (2) Valuation remains very reasonable at 10x FY28 EBITDA (consensus still yet to catch up to the Nov CMD outlook and management has indicated out years will have even higher margins) (3) Implemented a new EUR 10B dividend + buyback program. IMO setup allows for compounding but can enjoy multiple expansion as investors catch on /"
X Link 2025-12-03T16:57Z [---] followers, [---] engagements

"With the introduction of $NVDA Rubin there will be a crazy amount of money going to CDUs (needed to pump a ridiculous amount of PG25 water at speed to cool) and/or $INV or Zutacore 2-phase direct to chip gets adopted. Air cooling is dead. https://t.co/MZTDiZRAIc Air cooling is dead. https://t.co/MZTDiZRAIc"
X Link 2025-12-09T11:57Z [---] followers, [---] engagements

"@Arronwei3n $MRVL has been saying FY28 (CY27) for Maia though"
X Link 2025-12-23T16:36Z [---] followers, [---] engagements

"Daikin mainly sells R-32 which is an HFC. And the little HFOs they sell are R-1234yf/ze which Chemours ($CC) and Solstice ($SOLS) own the patents to. R-1234yf/ze IS an HFO and is used in almost all HFO blends. Hydrofluoroolefins Google it. Find a company that makes them. Wait [--] years. Daikin Industries on the TSE. YW. Hydrofluoroolefins Google it. Find a company that makes them. Wait [--] years. Daikin Industries on the TSE. YW"
X Link 2026-01-05T16:21Z [---] followers, [---] engagements

"@8Kraken8 @db_fink And $CC (Chemours)"
X Link 2026-01-05T16:27Z [---] followers, [----] engagements

"@Rollsie7 @WHITEBOYRIC3 @db_fink Yeah but the tweet was about HFOs and companies that make them. Daikin isnt that. Lots of companies make CO2 units but they have their challenges"
X Link 2026-01-06T01:54Z [---] followers, [--] engagements

"@LyleAntoin65269 @db_fink If you're referring to PG25 for AI datacenter GPU cooling there are physical limits / difficulties once TDP breaches [----] kW leading to larger CDUs and higher risk of leakages. Seems pumped 2-phase coolants or immersion (less likely)/ 2-phase immersion is the solution"
X Link 2026-01-06T04:41Z [---] followers, [--] engagements

"It's probably not worth discussing further as it's a show-me option which may only really come into play in 2H27. Based on Nvidia's roadmap (e.g. VR300 at 3600W TDP and onwards) Nvidia's commentary OCP members' research and commentary (e.g. Vertiv Boyd Auras who are the practitioners and implementers of cooling) the TDPs are pointing to requiring a next gen cooling architecture. I will say that they've also done TCO calculations which show it delivers lower TCO vs PG25 but to your point there's limited deployment so untested + there isn't a need for it yet as PG25 still works. My point is it"
X Link 2026-01-06T17:31Z [---] followers, [--] engagements

"@TheLAPurchaser Huge thing is the loyalty from the procurement teams to $ISRG since robotic surgeons all trained on it"
X Link 2026-01-07T14:49Z [---] followers, [----] engagements

"Anecdotally - a family member is a urologist who was tasked with setting up his hospital's robotic surgery unit (this was post $MDT Hugo). Even though Hugo was cheaper as he was most familiar with $ISRG and he / all his colleagues trained on it they still ended up going $ISRG. For the last [--] years Ive been waiting for $JNJ and $MDT to erode $ISRG s moat in robotic surgery. It was disappointment after disappointment for the competition. Now [--] years later they may have a working system in the US. Its [--] years too late. That ship has sailed. The For the last [--] years Ive been waiting for $JNJ"
X Link 2026-01-07T15:38Z [---] followers, [----] engagements

"@PythiaR If USMCA doesnt get blown up Im sure more nearshoring benefits $CP as well especially since truck rates have gone up and supply is down"
X Link 2026-01-07T18:02Z [---] followers, [---] engagements

"@WidditCap @PetramcoC @jukan05 100%. The fact they're growing MS revs even when MSI is down [-----] shows that. They'll also benefit more from new layers going down nodes + have moly CMP in the pipeline w $LRCX etc. But what'll really move the needle for them is when wafer starts ramp up in general"
X Link 2026-01-08T18:54Z [---] followers, [--] engagements

"@WidditCap @PetramcoC @jukan05 @PetramcoC +1 to this. Most likely already nearing the end of this digestion too per $MCHP the other day + utilizations coming back up across analog but it'll also depend on end market demand which is still iffy"
X Link 2026-01-09T02:59Z [---] followers, [--] engagements

"Take a look at their white papers. Accelsius is one of the leaders in 2-phase and they claim to have addressed these issues already. They're developing these solutions w several majors like VRT and CLS they publish papers on their work + have presented on them/their solutions at OCP and are part of the DOE CoolerChips program. https://twitter.com/i/web/status/2009647631841300944 https://twitter.com/i/web/status/2009647631841300944"
X Link 2026-01-09T15:25Z [---] followers, [--] engagements

"Likely just negotiating leverage for USMCA but I'm ready to see Trump crash out"
X Link 2026-01-16T08:31Z [---] followers, [--] engagements

"$ENR.GY UBS capitulates on its sell rating and moves Siemens Energy to a Buy with PT EUR [---] from EUR [--]. Consensus EBITDA margins are up but still 17% while incremental margins from services + grid point to margins in the 20s"
X Link 2026-01-24T05:08Z [---] followers, [---] engagements

"Per Barclays 30% of $RTX Pratt & Whitney GTF engines are out of service 52% of which have been out for 12+ months. $HWM has certified its airfoils for the GTF Advantage aftermarket package ramping in 1H26 which will drive higher shipset value and spares volume into 2027"
X Link 2025-12-30T02:29Z [---] followers, [---] engagements

"@PetramcoC @jukan05 Perhaps incrementally but I'd imagine only in a limited way Seems ALE would be complementary + still a load of CMP layers involved as complexity increases. Also AI / advanced logic at 5% wafer starts isn't really the main driver for $ENTG volume"
X Link 2026-01-07T10:51Z [---] followers, [---] engagements

"BTW $SOLS and $CC also benefit from the AI data center buildout. Condensers chillers and coolers etc. sold by $VRT and Schneider Electric $SU.FP use R-454B or R-1234 which $SOLS and $CC make. They'll also win big if/when $INV / ZutaCore 2-phase DTC / immersion is introduced"
X Link 2026-01-15T14:05Z [---] followers, [---] engagements

"@SKundojjala Absolutely. Interesting that $SNPS sold off mostly because $INTC IP loss but hasnt recovered much at all considering the govt support + clear progress made at $INTC. Think the IP model switch is very underrated too"
X Link 2026-01-19T17:04Z [---] followers, [---] engagements

"@KakashiCapital_ Yes - Rafale production rate doubling over next two years + spares + missile engines. Add in CFM JV + increasing share of MRO + margin expansion. Is a good compounder imo"
X Link 2026-01-28T17:35Z [---] followers, [--] engagements

"@rem26020 Yes but that's top line. Subs + inference is profitable but the training runs / opex are expensive and bleed the PNL"
X Link 2026-01-28T18:48Z [---] followers, [--] engagements

"@schamorro357 $snps too"
X Link 2026-01-28T18:55Z [---] followers, [---] engagements

"@rem26020 For the most part I do not disagree. My only concern is Oracle's margins if capex intensity increases because of the rising HBM / GPU costs since they've already locked in the revenue"
X Link 2026-01-28T19:07Z [---] followers, [--] engagements

"Funding risk Maybe next time as $MSFT $AMZN $NVDA and Softbank are in talks to provide $80-90B of OAI's $100B funding round"
X Link 2026-01-29T03:37Z [---] followers, [---] engagements

"@KNielsen2000 @Mufaso7 NVO does recombinant not chemical synthesis. NVO IR confirmed they have outsourcing agreements in place for the cagrilintide portion of cagrisema and have no plans currently to do so in house. $BANB also confirmed it has amylin capabilities"
X Link 2024-12-20T16:43Z [---] followers, [---] engagements

"@fat_pockets123 @Mufaso7 Agree. And minimum capacity has already been pre-booked. In any case $BANB has no shortage of demand - its just their timeline to bring Building K online"
X Link 2024-12-20T16:48Z [---] followers, [---] engagements

"@WHITEBOYRIC3 @db_fink Almost all Daikin AC units use R-32 which is an HFC. For HFOs they either use R-1234yf/ze or an HFO blend which uses R-1234yf/ze which $CC and $SOLS own the patents to. Most US ACs have switched to R-454B which is an R-32/R-1234yf blend"
X Link 2026-01-05T16:25Z [---] followers, [---] engagements

"@turtlebackflips @db_fink $SOLS (Honeywell spinoff) jointly developed R-1234yf with $CC (Chemours) and they own the patents to it"
X Link 2026-01-05T16:26Z [---] followers, [----] engagements

"@bop_boop_bee @8Kraken8 @db_fink Yea. For GPU cooling $CC seems to be the furthest in [--] phase immersion cooling but also has a 2-phase direct to chip offering. $SOLS R-1233ze seems to be the main choice for 2-phase direct to chip though"
X Link 2026-01-07T14:11Z [---] followers, [---] engagements

"As if $HWM wasn't already interesting enough $LMT F-35 production / deliveries are accelerating + continue to be supply constrained + Trump now pushing for more investment into capacity. Also $FTAI repurposing CFM56 for power generation"
X Link 2026-01-08T02:39Z [---] followers, [---] engagements

"Re margins - Orano SA's front end segment regularly earns 30-32% EBITDA margins while $CCJ Fuel Services' margins are 38-42%. Given management's commentary and as $SOLS debottlenecks and increases production these are good benchmarks for longer term profitability"
X Link 2026-01-13T14:33Z [---] followers, [---] engagements

"At the Morgan Stanley and Goldman Sachs conferences Solstice Advanced Materials $SOLS also shared great info re Refrigerants noting that margins have more upside. - Current revenue mix is 50/50 between Original Equipment and aftermarket. Over time this mix will shift to aftermarket where they are able to price 40-50% higher () vs OE as $SOLS is selling canisters of product. Management expects aftermarket demand to pick up in 2H26. - OE sales are driven by automotive and stationary demand. As the auto HFO transition is largely complete OE will be driven by stationary. As I noted before most AC"
X Link 2026-01-15T02:00Z [---] followers, [----] engagements

"MS nuking $ORCL EPS assumes $356B in capex for 10GW+ of capacity to meet RPO ($523B in 2Q26) but note that $300B (57%) of RPO is related to the 4.5GW commitment with OpenAI per WSJ. https://twitter.com/i/web/status/2016192056180539571 https://twitter.com/i/web/status/2016192056180539571"
X Link 2026-01-27T16:50Z [---] followers, [----] engagements

"@PythiaR Overbought now but SEMI did forecast MSD to HSD MSI growth over the next few years (MSI CY22 high by CY27) + constructive guide from mature semi guys like $MCHP + leading edge buildout support so $ENTG in the mid-80s was too low"
X Link 2026-01-27T17:08Z [---] followers, [---] engagements

"Yea no disagreements here since the leading edge demand + capex cycle is flowing and ASML is the definition of quality lol. You know $ENTG well and Im not adding here but I do think $ENTG works as a LO looking out a few years as utilization + MSI picks up. Boring but generally increased silicon content + layer in moly + some benefits from broad capacity expansion / leading edge node transitions supports the MSD - HSD growth algorithm. https://twitter.com/i/web/status/2016208936744198569 https://twitter.com/i/web/status/2016208936744198569"
X Link 2026-01-27T17:57Z [---] followers, [---] engagements

"@rem26020 Yea they even shared doubts re GPU rate monetization. My counterpoint is it's already contracted.$300B for 4.5GW over [--] years. The biggest risks are OAI ability to pay + capex increase / D&A impact due to higher HBM costs IMO"
X Link 2026-01-28T18:09Z [---] followers, [--] engagements

"@PythiaR @evrgn11112231 My feeling is if they guide 7% it sells off especially after the run its been on. At least I wasnt buying $ENTG at $80 for that 😅"
X Link 2026-02-02T20:09Z [---] followers, [--] engagements

"More thoughts re $SOLS: At [-----] tons $SOLS is 16% of global UF6 capacity. This rises to 35% when excluding Russia and China with Orano SA and Cameco $CCJ providing [-----] tons of capacity. This makes $SOLS Metropolis Works UF6 conversion facility a critical national asset in the nuclear supply chain. Solstice Advanced Materials $SOLS shared good info re their UF6 conversion business at the Morgan Stanley Chemicals Conference and Goldman Sachs Industrials Conferences: - Annual UF6 capacity is [----] tons going to [-----] tons in [----] w room to go to up [-----] tons. - Backlog Solstice Advanced"
X Link 2026-01-13T14:33Z [---] followers, [----] engagements

"Manufactured home shipments trending down in the teens in 4Q25. Fairly unlikely that $SKY meets or beats the guide"
X Link 2026-01-27T18:27Z [---] followers, [---] engagements

"$CVCO units sales missed estimates by -6%; utilization was lowered to 70% and gross profit per home fell despite higher ASP / captive retail share. Not surprising given per HUD shipments were down -16% m/m in Nov (worse than seasonal) and Dec is typically -13% to -14.5% m/m. Manufactured home shipments trending down in the teens in 4Q25. Fairly unlikely that $SKY meets or beats the guide. Manufactured home shipments trending down in the teens in 4Q25. Fairly unlikely that $SKY meets or beats the guide"
X Link 2026-01-30T13:25Z [---] followers, [---] engagements

"Manufactured housing getting crushed off this $CVCO miss. $SKY $LEGH $CVCO units sales missed estimates by -6%; utilization was lowered to 70% and gross profit per home fell despite higher ASP / captive retail share. Not surprising given per HUD shipments were down -16% m/m in Nov (worse than seasonal) and Dec is typically -13% to -14.5% m/m. https://t.co/333gZtesue $CVCO units sales missed estimates by -6%; utilization was lowered to 70% and gross profit per home fell despite higher ASP / captive retail share. Not surprising given per HUD shipments were down -16% m/m in Nov (worse than"
X Link 2026-01-30T14:45Z [---] followers, [---] engagements

"Crazy L/S unwind ongoing"
X Link 2026-02-04T16:48Z [---] followers, [--] engagements

"@Arronwei3n It'd make a lot of sense but would also be a fairly big capitulation by $AMZN given their commitment to Annapurna Labs"
X Link 2025-12-09T13:44Z [---] followers, [---] engagements

"@Arronwei3n Yeah dual vendor seems most likely. $AVGO involvement likely means the full package based on their prior commentary (+ why use Alchip's inferior IP). Alchip does back end on the Annapurna designed Trn4"
X Link 2025-12-09T13:59Z [---] followers, [---] engagements

"@TheLAPurchaser On another note Barclays' [----] capex survey has $PHG gaining share across imaging too"
X Link 2026-01-09T03:07Z [---] followers, [--] engagements

"$CC $TROX Tronox closes 46kMT sulfate TiO2 plant in China citing sulfur costs and excess Chinese production; 4Q25 company TiO2 volumes were +9% qoq driven by India pricing -2% qoq supported by anti-dumping"
X Link 2026-01-28T19:25Z [---] followers, [---] engagements

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