@MaoBaoBaomby Mao BaoBao
Mao BaoBao posts on X about ai, $cifr, stocks, money the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -58%
- [--] Month [-------] +117%
- [--] Months [---------] +17,385%
- [--] Year [---------] +177,987%
Mentions: [--] #
- [--] Week [--] -34%
- [--] Month [---] -44%
- [--] Months [---] +969%
- [--] Year [---] +13,050%
Followers: [-----] #
- [--] Week [-----] +4.30%
- [--] Month [-----] +33%
- [--] Months [-----] +611%
- [--] Year [-----] +943%
CreatorRank: [-------] #
Social Influence
Social category influence finance 34.95% stocks 18.45% technology brands 7.77% countries 2.91% social networks 1.94%
Social topic influence ai 12.62%, $cifr #63, stocks 5.83%, money 5.83%, $iren #261, $pgy #8, if you 4.85%, $wulf #46, end of 3.88%, open ai 3.88%
Top accounts mentioned or mentioned by @mikealfred @tjresearch @pepemoonboy @investordenis @walsher448441 @anotherzeldafan @oreoyan @jiahanjimliu @ze1ooooo @floodcapital @deepvaluebagger @thekamahsutra @realjimchanos @accountingds @pepe_maltese @wojtekinlift @fakeskymiles @franklee6924t @chiptomunk @edgeofpower
Top assets mentioned Cipher Mining Inc. Common Stock (CIFR) Iris Energy Limited (IREN) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) TeraWulf Inc. (WULF) Rocket Lab USA, Inc. Common Stock (RKLB) Hut [--] Mining Corp. (HUT) Core Scientific, Inc. Common Stock (CORZ) Asset Entities Inc. (ASST) Robinhood Markets, Inc. (HOOD) Applied Digital Corp. (APLD) CoreWeave, Inc (CRWV) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Palantir Technologies Inc. (PLTR) Oracle Corporation (ORCL)
Top Social Posts
Top posts by engagements in the last [--] hours
"$CIFR $WULF Let me present you my dumbest trades of all time dumber than sold $RKLB sub [--] because at least their rocket went missing. I have been emotional for the past two days over traded and let emotions got the better end of me. This usually doesnt happen. Please use me as an example of having a deep breath and think through before press any bottoms. I will be better. Also please never blame other people online for your own investment decisions be a grownup and adult and own your mistakes. https://twitter.com/i/web/status/2019791926908887196"
X Link 2026-02-06T15:14Z [----] followers, 27.3K engagements
"The number [--] lesson I took from listening to @mikealfred s space for almost a year now is to buy strong moat assets when they are out of favor misunderstood by the market traded at steep discount not when it is crowded and chased. Thats really the essence of asymmetric investing"
X Link 2026-02-14T17:38Z [----] followers, 14.9K engagements
"@FakeSkymiles @InvestorDenis Banks have capital constraints and regulatory requirements to approve and hold subprime loan on their balance sheet. Its inefficient for them to hold those loans https://x.com/maobaobaomby/status/2022170580523295041s=46 The "Disruption Scenario" people painted is the single most common bear case for Pagaya. It is intuitive: If AI gets cheaper/better why rent Pagaya's brain when I can build my own The answer lies in a fundamental misunderstanding of why banks decline people. Banks do not https://x.com/maobaobaomby/status/2022170580523295041s=46 The "Disruption"
X Link 2026-02-15T17:44Z [----] followers, [--] engagements
"$HUT $CIFR $WULF $APLD $CIFR $CORZ $IREN Industry Summary: The Evolution of Colocation Deal Terms The Data Center market didnt just grow in 2025it bifurcated. ⚡🏭 We analyzed every major Hyperscale Colocation deal signed this year (from Core Scientific to Hut 8). Here are the [--] critical trends defining the new economics of AI infrastructure. 🧵👇 https://twitter.com/i/web/status/2005711291831165296 https://twitter.com/i/web/status/2005711291831165296"
X Link 2025-12-29T18:43Z [----] followers, 12K engagements
"Same for $CRWV coreweave no matter how bad their business model seemingly is. Think what will happen to the compute price if all of those extra data centers with GPUs coreweave contracted flood to the market. @franklee6924T If OpenAI failed every Neocloud and HS would be in trouble no matter how much separation it has. OpenAI uses 20% of all GPUs on a market. OpenAI failing for the GPU market is like China not needing oil anymore for the oil market. @franklee6924T If OpenAI failed every Neocloud and HS would be in trouble no matter how much separation it has. OpenAI uses 20% of all GPUs on a"
X Link 2026-02-04T02:03Z [----] followers, [----] engagements
"Transparency: I exited my $IREN position pre-market around $52 - $53 mainly because my own personal risk tolerance has shifted significantly due to being in a relationship. As a result I want to remove the company-specific risk exposure for this whole deal-no-deal situation. I am still bullish for the best players in the data center/neocloud sector given the uptrend in the AI Capex spending we are seeing from hyperscalers. Having a couple hundred thousand more $ is not going to materially change my life that much but losing that money would given that I am no longer alone. At the end being a"
X Link 2026-02-05T00:35Z [----] followers, 64.9K engagements
"@mikealfred Wise words Mike. Can we hire you as a community financial advisor for us"
X Link 2026-02-06T16:16Z [----] followers, [----] engagements
"@chiptomunk Unexpected drawdown beyond my rational thinking so I got emotional and fearful and decided to de-risk"
X Link 2026-02-07T00:40Z [----] followers, [---] engagements
"@AnotherZeldaFan I know thats the reason I rotated to $CIFR and $WULF before IRENs earning"
X Link 2026-02-07T14:26Z [----] followers, [---] engagements
"Had an absolute blast weekend with my gf in Charleston the southern seafood is wonderful after my gout medicine. Always be appreciative for what you have not what you could would should have. #sundaythought"
X Link 2026-02-08T20:49Z [----] followers, [----] engagements
"@edge_of_power I was wondering why"
X Link 2026-02-10T17:48Z [----] followers, [---] engagements
"@oreoyan In general. I like swimming hiking and group sports. Be in natural helps a lot"
X Link 2026-02-11T18:45Z [----] followers, [--] engagements
"@trevhesinvests Bottoming is usually a process not a day. I will be surprised if the price is below [--] when new Fed chair comes in and staring cutting aggressively"
X Link 2026-02-12T19:53Z [----] followers, [---] engagements
"Good question. Gemini/Claude are productivity tools not credit risk engines. They lack the historical decline data (which Pagaya has hoarded) the regulatory compliance and the pre-funded capital. Plus GenAI is totally inefficient on large tabular data with binary outcome if anyone actually works in risk domain its easily understood. The most advanced algorithms even to this date on this area is Gradient Boosting Decision Tree not even transformer. Plus when banks decline a load application they need to legally explain why the loan is decline. LLM works in a very black box way there is a huge"
X Link 2026-02-13T04:50Z [----] followers, [---] engagements
"Good question. It competition intensifies we should see lower margin and operation leverage from the company however we are seeing the opposite right now from the operational level of the company. I am going to do another deep dive taking about the operational improvements for the company for the past two years https://twitter.com/i/web/status/2022355718209216588 https://twitter.com/i/web/status/2022355718209216588"
X Link 2026-02-13T17:02Z [----] followers, [--] engagements
"@kevinxu You are honestly saddest person with 10M"
X Link 2025-09-30T13:22Z [----] followers, [----] engagements
"Leverage/risk control emotional stability and discipline are arguably as important as picking the right companies and tickers. When I decided to rotate before $IREN earnings my thought process was simple: if the earnings were good then $CIFR and $WULF would be able to enjoy the upside; in a no-deal scenario they wont be as affected. The whole space sold out during trading hours and AH was in thin liquidation condition last Thursday fueled by disappointing earnings from $AMZN and the bitcoin price dropping. Human brains are simply not wired to decompose all the information in short periods of"
X Link 2026-02-09T19:56Z [----] followers, [----] engagements
"The "Disruption Scenario" people painted is the single most common bear case for Pagaya. It is intuitive: If AI gets cheaper/better why rent Pagaya's brain when I can build my own The answer lies in a fundamental misunderstanding of why banks decline people. Banks do not decline that "20%" solely because they lack the AI to score them. They decline them because of Capital Constraints and Regulatory Risk Appetite . Here is why a bank equipped with Gemini/Claude/Advanced AI will still send those loans to Pagaya. [--]. The "Balance Sheet" Problem (Capital not Code) This is the most critical point."
X Link 2026-02-13T04:46Z [----] followers, [----] engagements
"Regarding to $PGY price action: I dont expect an uptrend until a structural bottom combined with positive catalysts from the company. My prediction is the reversal will come when the next earning showing expanding margin and new partnerships plus new Fed chair signaling new rate cuts. https://twitter.com/i/web/status/2022532210176196839 https://twitter.com/i/web/status/2022532210176196839"
X Link 2026-02-14T04:43Z [----] followers, [---] engagements
"@Walsher448441 Mike is on the board of IREN before its IPO but sure you got in earlier then him and your port is very green"
X Link 2026-02-14T21:29Z [----] followers, [--] engagements
"$PGY I am currently Long [-----] shares with another [---] sold puts at $14. This is my newest and biggest concentrated position. TLDR: The stock is trading at a [----] P/E of 4.5x and a P/S [--] while growing revenue 20% YoY with [--] consecutive quarters of GAAP profitability. [--]. What is Pagaya Pagaya Technologies is a fintech company that uses AI to help banks approve more loans. They connect "declined" or "second-look" applicants with a network of institutional investors willing to fund that credit. The CEOs Vision: "Pagaya will be the cornerstone of the U.S. financial ecosystem that should be"
X Link 2026-02-12T01:10Z [----] followers, [----] engagements
"$PGY I truly believe the company is at its key inflection point which is not reflected in stock price at all. In a credit easing cycle which I think is coming before midterm the stock could see explosive upside with increasing operational leverage. Of course do your own research and NFA. https://t.co/eOMcNKh0M7 https://t.co/eOMcNKh0M7"
X Link 2026-02-15T19:34Z [----] followers, [----] engagements
"When I establish a position I always do a company deep dive unless the company has been widely discussed by many people who are way smarter than me. In the case of $pgy many people still don't understand the business model which i believe is the number [--] factor in terms of value investing. So I figure it is beneficial for me to talk about it. My investment style is to make highly concentrated bets on small cap stocks when they are out of favor. It inherently carries lots of volatility so it may not suits everyone. And of course NFA. https://t.co/zfFPg1Fni1 https://t.co/zfFPg1Fni1"
X Link 2026-02-13T02:57Z [----] followers, [----] engagements
"This is for active investing in general If [--] months from now $IREN is $150 and $ASST is $100 would that be a great recommendation or not Both $CIFR and $IREN was range trading in [----] and thats one year after his recommendation. Same for $HOOD $PLTR $ASTS $RKLB they were range trading for years in low singe digit before they broke out and are now mainstream. I was in $ASTS Reddit forum back in [--] and [--] when it was dropping from $10 to $2. Everybody was jokingly laughing at themselves being delusional but people who held the stock for a long time had a thesis and done their independent"
X Link 2026-02-14T19:25Z [----] followers, [----] engagements
"@patienceisking Would you like to elaborate more on the credit side I am new to this stock as well. I am not entirely sure if the price drop from $40 to $12 is based on credit market or SaaS selloff. Its hard to explain for me as well"
X Link 2026-02-16T01:26Z [----] followers, [---] engagements
"@Stemulite23 I hope they will be ok. Its a retail heavy stock"
X Link 2026-02-02T06:05Z [----] followers, [---] engagements
"Sold [---] 02/02 $18 CCs on my [-----] shares of $CIFR. Wheeling it"
X Link 2026-02-02T17:38Z [----] followers, [----] engagements
"@AI_PowerFlow My $CIFR shares are using my margin I am already overexposed to DC stock in my portfolio. Nothing against holding $CIFR shares for long duration just not my strategy for this ticker"
X Link 2026-02-02T17:46Z [----] followers, [---] engagements
"@mikealfred Mike blink twice if there is a sign"
X Link 2026-02-03T02:19Z [----] followers, [---] engagements
"$ORCL There is a divergence between bond market and stock price. [--] https://t.co/Pb92vpp2vF [--] https://t.co/Pb92vpp2vF"
X Link 2026-02-03T20:58Z [----] followers, [----] engagements
"@jiahanjimliu 💯 if coreweave fails because their co-lo partners mess up and IREN delivers it could be a plus for IREN. But if data center delivery delays are widespread it will limit how hyperscalers scale their AI roadmap and their ROI metrics for AI capex"
X Link 2026-02-04T02:33Z [----] followers, [---] engagements
"@gai_suo Because high expectations of earning"
X Link 2026-02-05T00:53Z [----] followers, [----] engagements
"@postupany You will get it when you are about to be [--] year old ready to settle down in life and preserve your hard earned capital after living in a foreign country for [--] years"
X Link 2026-02-05T16:34Z [----] followers, [---] engagements
"You were right buddy. Wall Street is totally not buying the AI capex story not matter how good those management are selling it. At the end being in the market is all about controlling risk and making money. I didnt agree with u last year but I spent lots of time thinking through your argument. Thank you"
X Link 2026-02-05T22:00Z [----] followers, [----] engagements
"@LEADER_TRADING You are right people trade stock that decides multiple not some magic number on the financial statement. Good luck"
X Link 2026-02-06T01:02Z [----] followers, [---] engagements
"Hi Mike the recent market volatility is just too much to me to handle I made some bad trades that set back gains for me for a few months. I am even begin to doubt my base case if we are still in a bull market. Whats your best suggestion Should I spend a few days from market or keep watching it from sidelines https://twitter.com/i/web/status/2019772467565203693 https://twitter.com/i/web/status/2019772467565203693"
X Link 2026-02-06T13:57Z [----] followers, [---] engagements
"@treasury_bill I have an emotional stop loss and it hit me yesterday AH after amazon and IREN reporting. I thought both earnings were bad and market sold off like crazy"
X Link 2026-02-06T20:01Z [----] followers, [---] engagements
"3. Aggregators Pay More Than Hyperscalers Deals with Fluidstack (an aggregator/middle-layer) consistently print higher unit economics ($1.79M - $2.26M) than direct deals with AWS ($1.22M). Why Aggregators are reselling to desperate AI labs (like Anthropic) who are less price-sensitive than Amazon. The aggregator passes this "desperation premium" down to the data center provider whereas AWS negotiates based on its massive balance sheet and alternative build options"
X Link 2025-12-29T18:43Z [----] followers, [---] engagements
"4. The "Hut [--] Standard" (Price Acceleration) The market hardened significantly at the end of the year. In Feb '25 Core Scientifics deal was celebrated at $1.43M. By Dec '25 Hut [--] signed a similar term (15y) at $1.90M. This indicates a 33% inflation in lease rates over the course of the year driven by the tightening supply of transformers and power rather than just raw demand for chips. https://twitter.com/i/web/status/2005711300022677830 https://twitter.com/i/web/status/2005711300022677830"
X Link 2025-12-29T18:43Z [----] followers, [---] engagements
"The Metric: CapEx Payback Period (Years) Formula: Cost to Build ($/MW) Annual Revenue ($/MW) Why this matters: Ignores debt games (ROE) Penalizes "Gold Plated" spending Reveals the true asset efficiency; Lower is Better. It answers: "How fast do I get my money back""
X Link 2025-12-29T23:39Z [----] followers, [---] engagements
"(Tier 1: The Service Model) 🦄 The Anomaly: Core Scientific ($CORZ) Payback: [---] Years CapEx: $1.5M (Asset Light) Efficiency: $0.95 Rev / $1 CapEx $CORZ is in a league of its own. Because CoreWeave paid for the chillers CORZ prints cash immediately"
X Link 2025-12-29T23:39Z [----] followers, [---] engagements
"@amitisinvesting Most SP500 earning are beat might just an over correction"
X Link 2024-07-25T02:05Z [----] followers, [----] engagements
"@BingLiu34173809 2027"
X Link 2025-04-24T02:31Z [----] followers, [---] engagements
"@CryptoApprenti1 sol 141🤡"
X Link 2025-06-29T17:04Z [----] followers, [----] engagements
"@die4freiheit fud ☝"
X Link 2025-07-17T01:35Z [----] followers, [---] engagements
"@RobertJMolnar @Geiger_Capital I dont see Biden cancel Trumps first term China tariff. Its too much money for US"
X Link 2025-07-27T23:55Z [----] followers, [---] engagements
"@fundstrat Tom will never retire and we will train an AI Tom to bull post about stocks"
X Link 2025-07-31T23:37Z [----] followers, [----] engagements
"@Ze1ooooo @DividendDude_X I would like for @DividendDude_X to his YTD dividend payouts if he has any. Thank you for your attention to this matter"
X Link 2025-08-02T21:06Z [----] followers, [---] engagements
"@ieatjeets Bonk burned over 12k of sols last two days alone and thats a guaranteed 50% burn which is already higher than 102% burn from pump which can change anytime https://solscan.io/account/6QyD4vG1GNdZWyFBtSUNxvLszm2kxqgH1DtYTE8WZgs1 https://solscan.io/account/6QyD4vG1GNdZWyFBtSUNxvLszm2kxqgH1DtYTE8WZgs1"
X Link 2025-08-04T21:25Z [----] followers, [---] engagements
"@Silt73 @0xSunNFT @justinsuntron"
X Link 2025-08-07T21:34Z [----] followers, [---] engagements
"@pepemoonboy Generational company this is like the retail gaints in 80s computers in the 90s and mobile internet companies in the 2010s"
X Link 2025-09-04T02:17Z [----] followers, [---] engagements
"@GingkoPT Yall gay bears are boring as fuck. From [----] hard landing to SVB financial crisis [---] to end of US exceptionalism during April Tariff. Come up with some new shit please"
X Link 2025-09-22T23:02Z [----] followers, [----] engagements
"But why is OpenAI building data center in Texas through What about proximity to the big coastal city What about the physical curtailment risk Two of your strongest augment again IREN are literally gone in one announcement. Even if neither CIFR or IREN are chosen you got to admit your original augments against IREN are not correct. Please come up with some new near post please"
X Link 2025-09-23T23:10Z [----] followers, [----] engagements
"Level of cope of IREN bears is just ridiculous. From retail cult that pushes IREN to 10+ billions (numerous sources shows that huge inflow from institutions) to no data center will be built in Texas why dont just admit you made a mistake and move on Even Warren Buffett and Peter Lynch has brought stock that went to [--] and sold too early. Its not a big deal"
X Link 2025-09-29T20:44Z [----] followers, [----] engagements
"When the rocket and share price both tanked I created this account a few years back mainly to see NSFW content and trolling ppl on Twitter but since Ive learned so much from FinX. I want to share my investment journey in particular my biggest mistakes of losing 25% of my entire portfolio in one week of investing and how it changed my investment philosophy. Hopefully there is a lesson to learn for everyone. But first before I even started you might wonder why do you have to listen to me. Well I think the P&L number can speak for itself. My Roth account was up 14X last year and more than 5X YTD"
X Link 2025-09-29T22:33Z [----] followers, 12.9K engagements
"@FloodCapital Hi Dan I think this has been well discussed before https://x.com/fransbakker9812/status/1966481862978846780s=46 $IREN Sweetwater [--] Interconnection PROOF Today I was notified of a new hit on a interconnection schedule by ERCOT earlier this year. Before we get to the best part I found something which serves as an interesting point of reference. In the file I found more information about https://t.co/vxfvM3UHzV https://x.com/fransbakker9812/status/1966481862978846780s=46 $IREN Sweetwater [--] Interconnection PROOF Today I was notified of a new hit on a interconnection schedule by"
X Link 2025-10-01T14:21Z [----] followers, [----] engagements
"@DeepValueBagger Those who never made money in the market became professors"
X Link 2025-10-08T13:28Z [----] followers, [---] engagements
"@leevalueroach Efficient markets is the most bullshit theory Ive ever learnt. Did market fairly price Apples 5-year growth on mobile in [----] or NVDAs growth on GPU compute in [----] So many examples. If you know you know"
X Link 2025-10-09T04:46Z [----] followers, [---] engagements
"@DeepValueBagger Its really about when selling make u feel comfortable rather than selling at the top. Because [--]. No one can time the top [--]. Stocks take escalators up and elevators down. Better harder to see all your gains disappear rather than missing a bit upside"
X Link 2025-10-10T14:47Z [----] followers, [---] engagements
"@moninvestor Thats why I really really hate to recommend people stocks once they brought based on your advice they expect u to hold their hands through all the turbulence"
X Link 2025-10-12T19:28Z [----] followers, [----] engagements
"@mikealfred Mike you are a mentor to me and any retail investors like me. Please write a book one day to record your wisdom. Have a blessed day"
X Link 2025-10-14T15:12Z [----] followers, [---] engagements
"@pepemoonboy I actually think all the dips are for buying until we have some real economic weakness [--]. Fed stop cutting rates because of inflation [--]. Job market is getting too weak [--]. Groups of Large companies miss earning guidelines [--]. Companies stop capex spending on AI"
X Link 2025-10-16T22:17Z [----] followers, [---] engagements
"@tj_research"
X Link 2025-10-17T07:04Z [----] followers, [----] engagements
"Top [--] retarded post by the most retarded and self-congratulatory IREN fudder @Wyatts_Torch Ellis the Gay Bear [--]. "The $NVDA bubble is so over." -- Feb [----] [--]. "If you think a hyperscaler is going to dusty hot high curtailment West Texas you are not seeing the bigger picture here. " -- Tell that to OPENAI "hyperscalers actually commit tens of billions of dollars to that corridor of power access and fiber instead of the Land of Oz where the fairytales are being spun in BC West Texas" -- Cifr deal hurts his butt [--]. "retail stock and options are driving the vast majority of volumes in shares."
X Link 2025-10-18T07:12Z [----] followers, 121.1K engagements
"@ShanghaoJin"
X Link 2025-10-18T17:39Z [----] followers, [----] engagements
"@oguzerkan Sora [--] requires an invitation code and can only generate [--] mins of video because there is literally not enough compute capacity to support it yet data center overcapacity"
X Link 2025-10-19T01:56Z [----] followers, [----] engagements
"@pepemoonboy There are people who came to this country with nothing and worked their way to get everything and there are people who are born in this country handed with gold platters and blame everything and everybody besides themselves. Victimhood mindset is truly a disease"
X Link 2025-10-21T13:42Z [----] followers, [---] engagements
"@tj_research irenbeta"
X Link 2025-10-22T22:54Z [----] followers, [----] engagements
"@tj_research Talk"
X Link 2025-10-24T16:24Z [----] followers, [----] engagements
"@Ze1ooooo If you are cooked then I am deep fried"
X Link 2025-10-27T14:15Z [----] followers, [----] engagements
"@tj_research"
X Link 2025-10-27T20:51Z [----] followers, [----] engagements
"@EndicottInvests Both IREN and NBIS got sold off. This stupid neocloud war needs to stop because most of them literally move together"
X Link 2025-10-28T20:03Z [----] followers, [----] engagements
"@mikealfred The only bubble there is is in those Wall Street analysts brain cells and my suggestion to them to step outside of their NYC office once a while to clear those bubble out"
X Link 2025-10-29T14:55Z [----] followers, [----] engagements
"@mikealfred Buffett famously said some people are not mentally and emotionally fit to own stock and thats the truth of it. You said it there is a real price to pay for greatness. Stocks up Stocks down you gotta go out and win and live your best life"
X Link 2025-10-30T13:18Z [----] followers, [---] engagements
"@ChapoGrimey GLXY already sold their most valuable asset for a fixed cash flow and market has priced it in. IREN has not"
X Link 2025-10-31T04:20Z [----] followers, [---] engagements
"@aleabitoreddit People on the $NBIS side keep stirring this next week is the earning. Enough of the retail trader talk lets let the market talk now"
X Link 2025-10-31T16:43Z [----] followers, [----] engagements
"@mikealfred Hopefully kids will become men one day"
X Link 2025-11-02T13:54Z [----] followers, [----] engagements
"@TheKamaHsutra @RHouseResearch @icyopro23 @Lazarus_Capital @FloodCapital Our little bro Ellis the Gay Bear renamed his X account and made it private I was ready to drunk on him 🤣🤣🤣 You dont know what you are taking about Ellis the Gay Bear"
X Link 2025-11-03T13:34Z [----] followers, [---] engagements
"@mikealfred Mike You made me rich and freed my from my [--] - [--]. I am able to send money to my parents in China so they will have a decent life. Words cannot express my gratitude"
X Link 2025-11-03T15:10Z [----] followers, [----] engagements
"@mikealfred Play like a champion 🫡"
X Link 2025-11-03T18:03Z [----] followers, [---] engagements
"Guys remember: bears sound smart bulls make the money. Lots of people like the perception of being smart in reality they dont have any good augments at all. On social media and CNBC its crazy that the AI bubble talk is so mainstream (and it has been going so long since March this year starting with Deepseek) and being bullish on AI is contrarian. If you listen to the earnings last week from MSFT Amazon meta Google and before TSMC NVDA INTC etc. The management of those companies are telling to they cant keep up with the AI ecosystem demand fast enough and it is still going up exponentially. On"
X Link 2025-11-04T17:44Z [----] followers, [----] engagements
"@mikealfred Smart people think highly the same. Its incredibly https://x.com/deepvaluebagger/status/1983150927499686210s=46 @accounting_ds Let me give you investing most important lesson. Most of the risk management work is done before you buy the stock. Stop Loss trailing loss trimming technical indicator this and that. are just for reducing your losses from a bad decision in the first place. https://x.com/deepvaluebagger/status/1983150927499686210s=46 @accounting_ds Let me give you investing most important lesson. Most of the risk management work is done before you buy the stock. Stop Loss"
X Link 2025-11-06T16:32Z [----] followers, [----] engagements
"@pepemoonboy I sleep like a baby fullporting my Roth IRA with $HOOD still a long way to go to [--] trillion. Onwards"
X Link 2025-11-06T17:40Z [----] followers, [----] engagements
"@tj_research talkbuy the dipaiai No crying in the casino"
X Link 2025-11-06T18:38Z [----] followers, [----] engagements
"@jeffgoldsmith23 bro Mike just likes to shitpost. If you cant tell the difference between satire and serious discussion then I dont think you really have the skill to invest in individual stocks"
X Link 2025-11-07T04:12Z [----] followers, [----] engagements
"@nolegsgirl Thank u for responding my comment. You are gorgeous"
X Link 2025-11-08T22:37Z [----] followers, [----] engagements
"@mikealfred Tacos croissants"
X Link 2025-11-09T16:27Z [----] followers, [---] engagements
"@MichaelJBurry__ You will be broken at the end of this cycle. You clearly dont understand AI or hardware"
X Link 2025-11-10T16:50Z [----] followers, [---] engagements
"Too many unfortunate. Once most people miss the window that they are mentally and emotionally allowed to take aggressive risk thats their only option. With kids partners even once the most aggressive investor i know took risk off the table. Sad isnt it It like the best dating partners only mostly appear in ones 20s"
X Link 2025-11-11T14:02Z [----] followers, [----] engagements
"@JaguarAnalytics Go ahead and blow over your accounts. It will be pretty to see and dont forgot to show receipts"
X Link 2025-11-11T16:36Z [----] followers, [---] engagements
"@mikealfred Old tricks new tricks Jim Chanos Michael Burry. Nothing is going to change the development of AI and it infrastructure. Its the law of physics that rules the world not magic tricks and smoke and mirrors"
X Link 2025-11-11T21:03Z [----] followers, [----] engagements
"@mikealfred Some of there just issues converts to buyback their own stock 💀 $clsk"
X Link 2025-11-11T21:42Z [----] followers, [----] engagements
"@RJCcapital @mikealfred It was factually wrong. His first buy was under $1 and made public on his post. Now find the tweet that he pumped $ASST at [--]. I will wait"
X Link 2025-11-12T13:24Z [----] followers, [----] engagements
"@RealJimChanos @SquawkCNBC Its a ridiculous augmentation you made. How is Lisa Su supposed to answer the profitable of OpenAI What she did answer is the order backlog from OpenAI to buy AMD chip. Live and learn Jim"
X Link 2025-11-12T13:48Z [----] followers, [---] engagements
"@mikealfred Much love Mike. You get so many unjustified hate but you know most of us retail support u sharing all there knowledge with us. Forward and onward"
X Link 2025-11-12T20:18Z [----] followers, [---] engagements
"@mikealfred Can we have a space tonight for emotional massage"
X Link 2025-11-13T15:20Z [----] followers, [----] engagements
"@mikealfred Whats crazy about this is we just had the best earning sessions for years and companies fundamentals are stronger than ever"
X Link 2025-11-13T18:28Z [----] followers, [----] engagements
"talkneocloudiren iren4311b : iren59.7Biren10%childress iren53GW140kblackwellireniren9.7B511biren neocloud"
X Link 2025-11-14T15:53Z [----] followers, 27.1K engagements
"@lang7X @tj_research mag7 https://x.com/matthew_sigel/status/1989440213417169369s=46 Google to Invest $40B in New Data Centers in Texas One in Armstrong County Two in Haskell County. $FRMI $SFTBY mentioned in story but Crusoe is the only operator I am aware of with GW in Armstrong. Who is in Haskell https://t.co/TYC9XlVjZo https://x.com/matthew_sigel/status/1989440213417169369s=46 Google to Invest $40B in New Data Centers in Texas One in Armstrong County Two in Haskell County. $FRMI $SFTBY mentioned in story but Crusoe is the only operator I am aware of with GW in Armstrong. Who is in Haskell"
X Link 2025-11-14T23:49Z [----] followers, [----] engagements
"@mikealfred I wish the short sellers of IREN and CIFR and NBIS get the same treatment of this steak"
X Link 2025-11-15T00:04Z [----] followers, [---] engagements
"@ElSur53 @tj_research 😅 11Bireniren20hpyerscaleriren0convertible notes120875M1B"
X Link 2025-11-15T00:28Z [----] followers, [----] engagements
"@accounting_ds Great write Daniel. The amount of wisdom and high quality content that retail investors share on this platform is crazy. The future of investing belongs to smart retails not institutions"
X Link 2025-11-16T03:51Z [----] followers, [----] engagements
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