@LateReaponder Sam

Sam posts on X about $envx, $hon, $spwr, future the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

• [--] Week [------] +149%
• [--] Month [------] -34%
• [--] Months [-------] +42%
• [--] Year [-------] -8%

Mentions: [--] #

• [--] Week [--] +54%
• [--] Month [---] -15%
• [--] Months [---] +48%
• [--] Year [---] +45%

Followers: [---] #

• [--] Week [---] +0.67%
• [--] Month [---] -0.66%
• [--] Months [---] +7.90%
• [--] Year [---] +42%

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

Social Influence

Social category influence stocks 59% cryptocurrencies 17% finance 14% technology brands 5% events 2% countries 1%

Social topic influence $envx #3, $hon 16%, $spwr #1, future 6%, honeywell 5%, $qcom 4%, dyor 4%, $qs #90, we are 3%, in the 3%

Top accounts mentioned or mentioned by @spenbaker @kghazzagh @bleacherbum23 @drtjrodgers @artman1776 @jamesmclaire @2percentisfair @damnang2 @viejonesgringon @alderlaneeggs @michelnantel @lynnslife2737 @silberschmelzer @nicomeo @happydad81 @mrnotadvice @dohin @mntonx @digitimesasia @peloswing

Top assets mentioned Enovix Corporation Common Stock (ENVX) Heroes of NFT (HON) Honeywell International Inc (HON) QUALCOMM, Inc. (QCOM) QuantumScape Corporation (QS) Enphase Energy Inc (ENPH) Spotify Technology (SPOT) Four (FORM)

Top Social Posts

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

"@2percentisfair $qcom may surprise many"
X Link 2026-01-31T21:05Z [---] followers, [---] engagements

"@damnang2 Good stuff @2percentisfair @spenbaker"
X Link 2026-02-01T18:31Z [---] followers, [---] engagements

"@spenbaker @damnang2 @2percentisfair Agreed. IMO $qcom reservoir will be recognized and tapped bigly soon. Hype chasing tunnel vision is transitory. Theyre among the cluster retrofitting newer plumbing"
X Link 2026-02-01T19:22Z [---] followers, [---] engagements

"@spenbaker They are amongst right groups of people and geolocation between India R&D Korean engineering prowess and Malaysian manufacturing advantages. This is what strategic planning looks like. Of course while remaining opportunistic given start up mindset. $envx"
X Link 2026-02-01T23:43Z [---] followers, [---] engagements

"$ENVX had a debate with my partner regarding $envx putting out academic papers if everything they do is step change. she yelled at me saying buddy theyre commercializing it with [------] phd hours deep. And to not to think like silly retail or sketchy shorts. Still DYOR"
X Link 2026-02-02T00:24Z [---] followers, [----] engagements

"@KGhazzagh Missed that dip below $1.60. Too busy with my work stuff but will need to scoop more tomorrow"
X Link 2026-02-03T23:24Z [---] followers, [---] engagements

"$HON Well We just keep going"
X Link 2026-02-04T00:45Z [---] followers, [--] engagements

"@KGhazzagh Caught the dip on both TJ funds this time $spwr $envx. I liked $ENVX at [--] how can I not at 5s"
X Link 2026-02-05T16:39Z [---] followers, [---] engagements

"$hon been bullish but not enough I suppose. Its passing test in flying colors. Seems like my technique works. Ill keep at it - essentially process is combo of DD & hyper pattern processing. My brain is sort of like salad spinner that gets all the gunk out"
X Link 2026-02-05T19:36Z [---] followers, [---] engagements

"My kiddo is up double digits. Cheapo shares are already making money. $envx"
X Link 2026-02-06T18:03Z [---] followers, [---] engagements

"As they build a wall around you. You simply step away from that circle you are standing on. Better yet plant a dummy and let them keep building that wall and go bankrupt. These are early tactical models I need to elaborate on when I have time"
X Link 2026-02-07T16:22Z [---] followers, [--] engagements

"@spenbaker Lots happened but honor name revelation hasnt been priced in yet. Its like getting Hanwoo beef on sale. As far as catalyst is concerned its a big deal. Im taking advantage these 6s and 5s while it lasts $envx"
X Link 2026-02-09T09:35Z [---] followers, [---] engagements

"@spenbaker chess enthusiast can attest to strategizing & its value. Time is critical but we are not playing blitz here. Although lately it feels moorish to consume mgt & their expertise but I hope positives from EC will change that. Anyways itll be fun next few years $envx"
X Link 2026-02-09T10:09Z [---] followers, [---] engagements

"@spenbaker Did you see $qcom sp. Its a gift too imo. Low on cash but plan to scoop more before legacy ticker does meme thing"
X Link 2026-02-09T10:14Z [---] followers, [---] engagements

"@KGhazzagh Oh wow. Thats conviction - youre giving me fomo and Im concentrated as it is 🤣. Wont sell $ENVX but I keep scooping more $spwr frequently"
X Link 2026-02-11T00:13Z [---] followers, [---] engagements

"$HON ATH deserves little celebration 🎉"
X Link 2026-02-11T11:50Z [---] followers, [--] engagements

"@bleacherbum23 I digress from speaking in terms of ultimatum. As it is cowboy talk similar to early promoters. Error will be costly as rev needs to come in & fab needs to pay bills. Raj will cook and Joe + board should stfu. $envx"
X Link 2026-02-11T12:49Z [---] followers, [---] engagements

"@bleacherbum23 I apologize about my harsher inference to your point. We align on same outcome but difference in perception is normal. Hope were good 😊"
X Link 2026-02-11T14:06Z [---] followers, [--] engagements

"Just eaves dropping on $qs call and analysts are drilling the crap out of them as they should"
X Link 2026-02-11T22:34Z [---] followers, [---] engagements

"$hon pullback for all but not for me I was hoping to add more. Thats what you get for picking a banger I suppose"
X Link 2026-02-12T23:24Z [---] followers, [--] engagements

"@KGhazzagh Thank you for informing about this. and perhaps for having part in this"
X Link 2026-02-13T01:45Z [---] followers, [--] engagements

"$QS Oh wow battery are capital expensive but oh my especially given the licensing model. was confused on outlook/guidance as in lack thereof and few other snips below. Seems JD is the lifes support. Anyways I digress hope it all works out"
X Link 2026-02-12T00:47Z [---] followers, [---] engagements

"@silberschmelzer Under OEMs life support. Ill need to dig more into financing stuff and look under the hood. spending is massive having JDA / OEM backing is great but standing on your feet is critical. $qs"
X Link 2026-02-12T10:23Z [---] followers, [---] engagements

"$QS buyout is probably the best outcome imo. Heavy reliance on OEM JDA moving away from in house manufacturing removes complexities but stands up vulnerability. Im still looking for interesting tidbits"
X Link 2026-02-12T11:02Z [---] followers, [---] engagements

"Good thing I can doctor up nice instant ramen and canned bean combo. $envx $spwr"
X Link 2026-02-12T20:04Z [---] followers, [---] engagements

"Heres YT version for non Spotify folks $spwr https://youtu.be/yCmIX4G84Cw https://t.co/6Qm7JYKkbD $ENPH $ENVX $SPWR https://youtu.be/yCmIX4G84Cw https://t.co/6Qm7JYKkbD $ENPH $ENVX $SPWR"
X Link 2026-02-12T20:47Z [---] followers, [---] engagements

"After obsessing over step change & manufacturing Im also about to transition to this arm of our business. Just had a tour and theres so much to build. Its a career detour but I complained so much about operational opportunity that Ill be the fixer soon"
X Link 2026-02-13T23:37Z [---] followers, [---] engagements

"@viejonesgringon You get it. I have tons of flexibility currently but need to constantly reign in complexity for seniors & over engineer my approach to produce results. This pivot will put me in high risk high reward. Plant is in its infancy & scale up has tight deadline"
X Link 2026-02-14T00:36Z [---] followers, [--] engagements

"No lyrics as it could be compromised by syndicate for social engineering. Just like nestles evil tactics which is analogous to MTV. Nissinenmondai https://nayamagazine.org/articles/cracking-the-cultural-code-of-coffee-candy https://youtu.be/ozn-w2qX0P0 https://nayamagazine.org/articles/cracking-the-cultural-code-of-coffee-candy https://youtu.be/ozn-w2qX0P0"
X Link 2026-02-14T14:17Z [---] followers, [--] engagements

"When you got cheapo wine only thing to do is make beef bourguignon but Ill put some flare into and call it bourguignon de la resistance Chavez . Ok see you in an hour"
X Link 2026-02-14T21:54Z [---] followers, [--] engagements

"Yum that was good. Pressure cooked it which is super efficient. Cocotte-Minute"
X Link 2026-02-15T00:40Z [---] followers, [--] engagements

"Not going well. Last question is about KPIs oh lord. Got no horse in this race and I feel bad"
X Link 2026-02-11T22:50Z [---] followers, [--] engagements

"Overall it felt like vw is the biggest carrot that was dangled and analysts werent having it. Ill need to do better breakdown later. Good to compare with other battery stuff although its apple vs oranges but its all fruity anyways"
X Link 2026-02-11T23:12Z [---] followers, [--] engagements

"$SPWR Me too. Very much looking forward to listening to @DrTJRodgers conversing with @nicomeo of SunCast tomorrow morning $SPWR $ENPH $ENVX If youve never listened to SunCasts podcasts Id recommend it. This has been in the works for MONTHS Its finally going to drop tomorrow ☀ ☀ Very much looking forward to listening to @DrTJRodgers conversing with @nicomeo of SunCast tomorrow morning $SPWR $ENPH $ENVX If youve never listened to SunCasts podcasts Id recommend it. This has been in the works for MONTHS Its finally going to drop tomorrow ☀ ☀"
X Link 2026-02-12T01:16Z [---] followers, [---] engagements

"Made some tea and listening to this. Things I get excited about 🤣 🙃"
X Link 2026-02-12T21:45Z [---] followers, [--] engagements

"$FORM Oh my look at that - been tracking this. Rust was a VP of ops before enovix"
X Link 2026-02-12T22:37Z [---] followers, [---] engagements

"@KGhazzagh $spwr That was fun. I keep coming back to same thesis of standardizing the solar operation in chip model of strict quality standard & uncompromised deliverables"
X Link 2026-02-13T01:25Z [---] followers, [---] engagements

"Just another nonsense https://pv-magazine-usa.com/2026/02/12/trump-epa-repeals-endangerment-finding-stripping-legal-bedrock-for-solar-and-clean-energy/ https://pv-magazine-usa.com/2026/02/12/trump-epa-repeals-endangerment-finding-stripping-legal-bedrock-for-solar-and-clean-energy/"
X Link 2026-02-13T10:14Z [---] followers, [--] engagements

"Syndicate of mfers have us all drugged up on celebrity worshipping (includes religious bs ery) self loathing paranoia resulting in hatred towards anything different. Evil fuck thinks humanity is for them to experiment with. Cant let them"
X Link 2026-02-14T10:48Z [---] followers, [--] engagements

"I suppose lyrics are fine when you dont understand it anyways. MOFTD https://youtu.be/C_XfTD9wamY https://youtu.be/C_XfTD9wamY"
X Link 2026-02-14T15:23Z [---] followers, [---] engagements

"I see $ENVX as Chinese food. doesnt need any marketing if its good it sells itself. Cycle life testing should be done soon 🤞"
X Link 2026-02-15T22:49Z [---] followers, [---] engagements

"@spenbaker $ENVX Good stuff. 12% increase is a big deal and worthy of PR. since Batteries are extremely hard"
X Link 2026-01-13T15:25Z [---] followers, [---] engagements

"@spenbaker $ENVX Yep Building moat is complicated and capital intensive endeavor hence important to give adequate attention to these things. While we all wait for the infamous PO"
X Link 2026-01-13T15:53Z [---] followers, [---] engagements

"@KGhazzagh @Artman_1776 @DrTJRodgers had to get power powerful glasses & now my head is full of grey hair. But Im still a dashing looking feller unlike some of these jacked up looking maga clown I see. 🤣"
X Link 2026-01-14T02:09Z [---] followers, [--] engagements

"$HON Pre market counts too.lets see what today brings"
X Link 2026-01-14T12:43Z [---] followers, [--] engagements

"$HON Quantinuum IPO https://www.prnewswire.com/news-releases/honeywell-announces-quantinuums-plan-to-make-confidential-submission-of-draft-registration-statement-for-proposed-initial-public-offering-302660346.html https://www.prnewswire.com/news-releases/honeywell-announces-quantinuums-plan-to-make-confidential-submission-of-draft-registration-statement-for-proposed-initial-public-offering-302660346.html"
X Link 2026-01-14T13:01Z [---] followers, [---] engagements

"$HON Digital twins white paper. https://process.honeywell.com/content/dam/process/en/documents/document-lists/hon-ia-hps-digital-twins-are-optimizing-manufacturing-whitepaper.pdf https://process.honeywell.com/content/dam/process/en/documents/document-lists/hon-ia-hps-digital-twins-are-optimizing-manufacturing-whitepaper.pdf"
X Link 2026-01-14T23:47Z [---] followers, [---] engagements

"@HappyDad81 By Polaris Lab CEO $envx"
X Link 2026-01-15T01:28Z [---] followers, [----] engagements

"@AlderLaneEggs @MrNotAdvice $ENVX I believe we get the last laugh. premature war cries given the current status looks silly. But with strong dose of humility & hardwork these growing cluster of incredibly smart people will get it to the finish line"
X Link 2026-01-15T12:57Z [---] followers, [---] engagements

"@doh_in @MichelNantel When they get one theyll be in a position to accept more but prudent operators scales this in a manageable way. I expect bottleneck & for exact reason theyve been loading c-suite with deep network & expertise in complex scale up. $envx"
X Link 2026-01-15T23:40Z [---] followers, [---] engagements

"@MNTonX Whats your educated guess on aerospace share distribution for next spin off 30-40% is what Im thinking $hon"
X Link 2026-01-16T00:25Z [---] followers, [--] engagements

"@bleacherbum23 Good catch Youre on top of comms my friend . So sell ENVX for spwr 🤭Just kidding my head hurts. investing requires lot of work to do nothing"
X Link 2026-01-16T14:26Z [---] followers, [---] engagements

"@bleacherbum23 lol. It appears some of us are cut from the same cloth of higher pain threshold. Our peeps are little fragmented currently but well have partay at Malaysian beach when it all works out. Ill need to pack my speedo & soak up the sun. Anyways happy Friday to ya $envx $spwr"
X Link 2026-01-16T14:39Z [---] followers, [---] engagements

"@spenbaker @DIGITIMESAsia we love hearing about $envx. But spotted a small typo below - [---] not 0.50"
X Link 2026-01-16T16:45Z [---] followers, [----] engagements

"$hon rest are barely starting to figure out. Ok see you at [--] fiddy . Then it makes more babies"
X Link 2026-01-16T19:04Z [---] followers, [--] engagements

"@KGhazzagh @JamesMclaire @Artman_1776 Im trying to get away from cold and there you go looking for it. Have fun Kash Looks amazing Ill enjoy vicariously"
X Link 2026-01-16T19:38Z [---] followers, [--] engagements

"@KGhazzagh @JamesMclaire @Artman_1776 Grab yourself a Nobel Peace Prize while youre at it there must be shop somewhere around the corner"
X Link 2026-01-16T19:39Z [---] followers, [--] engagements

"ASP goes up as BOM shifts to enablers. by [--] we should see fascinating repricing in SP/market caps of current startups currently working on ironing out their own hurdle of commercialization. Its like an orchestra that comes together after arduous practice DYOR $envx $sldp"
X Link 2026-01-17T15:12Z [---] followers, [---] engagements

"@bleacherbum23 this helps bundle enph batteries in a hurry eh. Were starting to see @DrTJRodgers puzzle pieces come together. Hope they add more color on sales growth plan. Looking forward to earnings. Hope we hear from Eric N & McCranie as well $spwr"
X Link 2026-01-18T14:03Z [---] followers, [---] engagements

"@spenbaker $envx Waveguide optics & batteries both needed to mature enough & finally here we are. Raj had a good foresight on this. Believe he had nice commentary on this at CES [--]. That feller knows his tech"
X Link 2026-01-18T14:11Z [---] followers, [----] engagements

"@bleacherbum23 @DrTJRodgers Ive had uncanny luck of asking for stuff & $spwr pr delivering it. Let me know if you have any wishes for earnings. Ill do my best🤣"
X Link 2026-01-18T14:36Z [---] followers, [---] engagements

"$ENVX Making tech mature is an interesting endeavor. start ups have advantage as theyre nimble to pivot but big co has resources at their disposal. Prudent to acknowledge advantage in partnerships with both start up & established end product vendors @spenbaker $envx Waveguide optics & batteries both needed to mature enough & finally here we are. Raj had a good foresight on this. Believe he had nice commentary on this at CES [--]. That feller knows his tech. @spenbaker $envx Waveguide optics & batteries both needed to mature enough & finally here we are. Raj had a good foresight on this. Believe"
X Link 2026-01-18T16:00Z [---] followers, [---] engagements

"$ENVX 12% increase & then keep packing more into future iterations - step change value add to gigafactory. advantage of Harnessing/storing more than what was previously conceived possible is not entirely understood by Suzies of the world. Get that PO so much misunderstood here"
X Link 2026-01-18T16:13Z [---] followers, [---] engagements

"$envx Im a lonely small account & too smart for my own good. Folks with bigger reach should share posts like mine so that folks on the sideline get comprehensive opinion & do as they pleas with that. Im also very demanding though @AlderLaneEggs"
X Link 2026-01-18T17:39Z [---] followers, [---] engagements

"@spenbaker $ENVX Little kick starter is creating quite a buzz. Sector been trying to emerge for sometime & enablers are starting to emerge. Important to do homework & plan for next few years"
X Link 2026-01-19T12:42Z [---] followers, [----] engagements

"@PeloSwing Good setup for this year. Mispriced & misunderstood. And Im all about that $qcom"
X Link 2026-01-19T13:54Z [---] followers, [---] engagements

"@JamesMclaire $spwr Almost $10M cash balance $90M rev would have sounded nice but hey well take 88M. 4% of rev in operating profit with target to get it to 10%. Good stuff @Artman_1776 @KGhazzagh"
X Link 2026-01-20T13:23Z [---] followers, [---] engagements

"@JamesMclaire @Artman_1776 @KGhazzagh All about that cash balance $spwr"
X Link 2026-01-20T13:30Z [---] followers, [---] engagements

"@KGhazzagh @JamesMclaire @Artman_1776 @DrTJRodgers Agreed on future prospect and overall results came in line with expectation. Ill need to get over about not spending extra admin cost to get filings done on time. With complex M&A wished it was already prioritized but I dont work there and all I got is demands $spwr 🤭"
X Link 2026-01-20T13:59Z [---] followers, [---] engagements

"@JamesMclaire Pure light eh $spwr"
X Link 2026-01-20T18:18Z [---] followers, [---] engagements

"@JamesMclaire Overall it was a great call. He shed plenty of light on technical aspect of it all. More substance than previous call. Ill need to go over it more later. Busy busy myself $spwr"
X Link 2026-01-21T12:33Z [---] followers, [---] engagements

"$HON Ok settlement gives one time hit but clears longer runway for the future. Its a huge sum but prudent to not let it drag & prepare for next leg. https://www.honeywell.com/us/en/press/2026/01/honeywell-and-flexjet-finalize-settlement-renew-long-term-contract-through-2035 https://www.honeywell.com/us/en/press/2026/01/honeywell-and-flexjet-finalize-settlement-renew-long-term-contract-through-2035"
X Link 2026-01-22T00:06Z [---] followers, [---] engagements

"$hon has gone for quite a run since start of the year. IMO Some exhaustion & pull back is due before it takes off for good. Will need to top off more if opportunity presents"
X Link 2026-01-24T00:29Z [---] followers, [---] engagements

"@Artman_1776 @bleacherbum23 @DrTJRodgers Its there if needed. IMO coming out of Q2 cash balance improves as revenue / integration stabilizes. Im keeping some cash on side for some dips as Macro is extremely volatile given every weekend were more destabilized"
X Link 2026-01-25T19:40Z [---] followers, [--] engagements

"@KGhazzagh @Steve_Hunts96 @Notwokenow Bunch of loud garbage bin drifting around yapping bs. Yuk"
X Link 2026-01-26T00:21Z [---] followers, [--] engagements

"$hon Old news but important context around why how and whats next https://www.prnewswire.com/news-releases/elliott-sends-letter-to-the-board-of-directors-of-honeywell-international-inc-302302653.html https://www.prnewswire.com/news-releases/elliott-sends-letter-to-the-board-of-directors-of-honeywell-international-inc-302302653.html"
X Link 2025-12-24T23:19Z [---] followers, [---] engagements

"$ENVX Oh hello independent testing"
X Link 2026-01-13T13:49Z [---] followers, [----] engagements

"$ENVX ICYMI https://ir.enovix.com/news-releases/news-release-details/independent-testing-confirms-enovix-ai-1tm-achieves-935-whl https://ir.enovix.com/news-releases/news-release-details/independent-testing-confirms-enovix-ai-1tm-achieves-935-whl"
X Link 2026-01-13T14:00Z [---] followers, [---] engagements

"$HON Oh nice"
X Link 2026-01-16T10:07Z [---] followers, [---] engagements

"$SLDP old news but highlighting most important point. Material provider pure play is what interests me for med to long term. But still more work to do. Few OEMs betting on this little co though https://interestingengineering.com/energy/bmw-samsung-unite-to-double-ev-range https://interestingengineering.com/energy/bmw-samsung-unite-to-double-ev-range"
X Link 2026-01-18T14:41Z [---] followers, [---] engagements

"$SLDP This is quite a bold statement I wonder if theyll play a big part in EV renaissance 🤔Heavily subsidized model needs solutions & it appears that select few Asian counterparts have picked @SolidPowerInc as their enabler"
X Link 2026-01-19T12:19Z [---] followers, [---] engagements

"$ENVX Dato is gone happy retirement He was onboarded before Raj. longest tenured under new c-suite. Anyways love to hear few words from Ajay himself. looking forward to pivotal year & commencing mass production. KH Ed AME team 💪 That cycle test is damn critical though"
X Link 2026-01-21T12:31Z [---] followers, [----] engagements

"@fourier_f @Lynnslife2737 Agreed. Its bittersweet and easy to read more to it given the price action and pending cycle test. Next phase it is. $envx"
X Link 2026-01-21T13:07Z [---] followers, [---] engagements

"@Lynnslife2737 Good stuff Maybe we get update on Korea NPI line. Wasnt there capex allocated for q4 Perhaps we get another tuck in acquisition as well. Imo theyre front running difficult part as experienced operators should. po/cycle life test is key🤞. Batteries are hard but 12% eh💪 $envx"
X Link 2026-01-23T23:44Z [---] followers, [---] engagements

"@eenLien Youve gone through much in a short period. Power to your resiliency. Your research connected many many $envx dots but Execution is at operators hand. Hope you get your passion back. Take care be well & ignore crazies"
X Link 2026-01-24T00:00Z [---] followers, [---] engagements

"@KirkSpano Of course they will. Theyre deep in the cluster solving hard problem first. Imo ev renaissance first goes through ironing out global supply chain logistics via players like $ENVX & CE /IOT first"
X Link 2026-01-24T00:11Z [---] followers, [---] engagements

"@bleacherbum23 @DrTJRodgers If they keep q1 cash above 10M then thats in the cards. I believe $2M was the forecast but has ability to raise. I suspect pull back & huge run up post q1. Ofc NFA. $spwr"
X Link 2026-01-24T00:18Z [---] followers, [---] engagements

"@MichelNantel At the end Baruha mirrors Walter Piecyk 🤔 at least thats the plan. $envx"
X Link 2026-01-24T00:42Z [---] followers, [---] engagements

"Asinine make belief talks about buy out in ST $envx"
X Link 2026-01-26T15:31Z [---] followers, [---] engagements

"$envx Historically q1 is no good for SP. Thats the current short thesis masquerading with other bullshit"
X Link 2026-01-27T10:43Z [---] followers, [---] engagements

"Celebrity worshipping leads to loss of critical thinking ability & rise of overlordism. Theyre merely an inferior tool of plunderers. Be your own celebrity. Fuck all plunderers"
X Link 2026-01-29T10:12Z [---] followers, [--] engagements

"$hon $225 ok I did good here. Its a good blue chip hedge. Cant have all attackers in your line up"
X Link 2026-01-29T16:00Z [---] followers, [---] engagements

"$hon All obvious to investors but looking forward to rest of the year. One time hit is done and over with. And on comes much awaited spinoff/s https://investor.honeywell.com/node/50656/html https://investor.honeywell.com/node/50656/html"
X Link 2026-01-30T10:25Z [---] followers, [--] engagements

"Whoevers battery bucket can pack the most wins. maturing along with supply chain can be arduous but Important to remain clear on time/ risk appetite. I dont try to be cute here. I buy at discount before rest figures out. DYOR $envx"
X Link 2026-01-30T10:46Z [---] followers, [---] engagements

"@spenbaker Its like that final to do on the check list once table is set. $envx"
X Link 2026-01-31T09:11Z [---] followers, [---] engagements

"Experienced operators able to efficiently pivot/grow @ different stages is key. Once technical problem is solved its all about decision making on future rev & issues not realized yet. Problem & solutions are both more complex than these need to execute caveperson talk $envx"
X Link 2026-01-31T09:39Z [---] followers, [---] engagements

"@KGhazzagh @bleacherbum23 @Artman_1776 @DrTJRodgers I see this as layering of dilution & integration which when sandwiched nicely yields good rev / bottom line. Excited for next leg here. Last call was great. need to write sandwich thesis Substack note soon 🤣 $spwr"
X Link 2026-01-31T10:28Z [---] followers, [---] engagements

"Its happening been happening - self sustained operators armed with gizmos that are doing hard on device calculations is the theme. Overall more/precise compute both at industrials & operational chains as margins get tighter is the future. $hon $envx Im Opening a facility & admiring one of the equipments. Essentially industrial equipment is being retrofitted in small scale to drive similar level of accuracy & quality. Verticalising operations at all levels. Arming within operational chain to drive commerce with precision Im Opening a facility & admiring one of the equipments. Essentially"
X Link 2026-01-31T10:50Z [---] followers, [---] engagements

"T-1 . Only issue today was flat tire on my way out. Damn construction with screws scattered everywhere"
X Link 2026-02-03T23:26Z [---] followers, [---] engagements

"Proverbial ribbon cutting went very smooth. Takeaway is-painstakingly iron out future complexity is the way. I front load problem solving. I see parallels to my approach in tickers & operators I invest in. I could be wrong on my assumption hence always DYOR"
X Link 2026-02-05T20:57Z [---] followers, [--] engagements

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