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@Mike10947310 Avatar @Mike10947310 Mike

Mike posts on X about $ionr, stocks, $aec, $uec the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social category influence finance XXXX% cryptocurrencies XXXX% stocks XXXX%

Social topic influence $ionr #5, stocks 1.31%, $aec #1, $uec #12, $ampg #1, has been 1.31%, $mfi 1.31%, $ppta 0.65%, decent 0.65%, mineral XXXX%

Top accounts mentioned or mentioned by @joinyellowbrick @vmaxpax @nitinkinvests @neilsbhatia @logicalthesis @pennycheck @bsiegelir @consensusgurus @blackscholesman @cleanmtnair @lehi88 @kingtutcap @rubicon59 @majgeoinvesting @ailvictims @no_cap_cap @maiuspartners @citrini7 @burningbushcap @tickerplus

Top assets mentioned Uranium Energy Corp. (UEC) Marginswap (MFI) TrumpCoin (DJT) Newsmax, Inc. (NMAX) OctoFi (OCTO) Acuren Corporation (TIC) MP Materials Corp. (MP) Novo-Nordisk (NVO)

Top Social Posts #

Top posts by engagements in the last XX hours

"Few stocks Im interested in looking into right now and why: $AEC - think uranium refining is going to be a focus of gov industrial push (they have one of three workable mills in US + $UEC owns a major stake and is looking to start a refining arm) $PPTA - antimony is as necessary a critical mineral for defense and John Paulson owns a majority and is buddies with Trump decent shout for a gov partnership $AMPG - been selling off on little news. Regardless of quantum debates on here (largely agree with Shkreli on the actual use cases) companies like IBM are building qubits that need LNA and new"
X Link @Mike10947310 2025-09-28T15:32Z 13.6K followers, 85.5K engagements

"$TGEN move to ATH today. Wow. Think call flow yesterday is largely why people feeling frothy on it. Theme super strong but no specific news afaict but lmk if I missed it"
X Link @Mike10947310 2025-10-15T21:05Z 13.6K followers, 10.2K engagements

"$IONR finally moving like other metals names key here is that this asset is really good and rather unique in the US with its high concentration of boron. John Arnold is a large shareholder and while left leaning most of his funding is non-partisan. They got a large DOE loan to develop this project already but I do think its a gov stake candidate (unless John determined to be too leftist or something) but candidly he seems like a guy just fighting for his views on whats best for America in a non partisan way. Pure speculation but a reasonable candidate in the gov metals stake sweepstakes imho"
X Link @Mike10947310 2025-10-08T16:37Z 13.6K followers, 14.3K engagements

"Soham and @pennycheck absolutely killed it on $LPTH"
X Link @Mike10947310 2025-10-14T17:01Z 13.6K followers, 16K engagements

"For those who don't have 'Stack finally getting around to sharing my and @everyonehatesp1 basic $AMPG take. The extreme tl;dr is just that (per the graph below) the company is an extreme outlier in terms of valuation. I believe its LOIs can get it to $50m in '26 revs. The LOIs are for $120m over the next few years. One is already being serviced and has been expanded twice. This is with Telus. The other with an unnamed as-yet MNO has been expanded once. If you believe that the biz should trade at circa 3x EV/Sales NTM and underwrite the LOIs getting them to $XX that's a double from here."
X Link @Mike10947310 2025-09-05T22:48Z 13.6K followers, 20.2K engagements

"When I read this its hard for me not to think that $ALTS does something like $DJT or $NMAX or Trumpcoin. The tokenomics are insane. Then again I think who doesnt know this Why hasnt it run up in anticipation much more My best answer is: X. Its kinda complex for retail (like your buddy who is always late to every trend) X. Crypto people are just playing it via perps or spot they dont usually do stocks X. Who is going to pitch this to their PM So many funds arent playing Does this sound convincing or is there something I am missing that explains the lack of an insane run up on the literal"
X Link @Mike10947310 2025-08-28T00:44Z 13.6K followers, 32.5K engagements

"Stellar DD on $MFI from @kingtutcap. I think this seems to make sense (and is just generally fascinating investigative work). Stablecoins for emerging markets are like the use case for crypto. And given what just happened with $OCTO theres market appetite for much sillier biz strategies. So I do think $MFI continues to be a uniquely positioned biz and US market expression of the theme"
X Link @Mike10947310 2025-09-08T18:09Z 13.6K followers, 16.3K engagements

"Obviously all illiquid microcaps that have run this year will be indiscriminately sold on risk-off but this seems to be like it should be very bullish for vertically integrated American companies making critical comms components such as $AMPG $FEIM $NTGR (not American manuf but trustworthy western supply chain) etc"
X Link @Mike10947310 2025-10-10T17:33Z 13.6K followers, 16.4K engagements

"Hopeful something comes sooner rather than later on $MFI as theres a finite number of to dosand they are getting done"
X Link @Mike10947310 2025-10-02T15:56Z 13.6K followers, 10.6K engagements

"My main thought on the recent filing from $HNRG is that I just don't really know what to make of the "competitive tension" they cite. Either it is: X. True and they think they can get a better deal elsewhere. but that extends the timeline inevitably X. Not meaningful and the language is to assuage the market X. Designed to get the original counterparty to the table with better terms or a faster timeline If you subscribe to X that's not awful but it makes it a tough name to underwrite. If you subscribe to X that's prima facie negative. If you subscribe to X it's a risky gamble from management."
X Link @Mike10947310 2025-05-23T15:32Z 13.6K followers, 9654 engagements

"$TIC - I'm not sure why stock is down on this today besides a lot of short-termism. I do see that there is a bit of a "guide down" but it feels more like expectations management -- potentially setting up for later beats as would be expected for the first combined Qs after a significant merger. The implication around EBITDA is that margins should actually quite improve in the final Q w/ NV5 making up larger portion of revenues (also not fully included in Q3). And the EBITDA guide down was like 1-2% pretty immaterial"
X Link @Mike10947310 2025-09-30T19:38Z 13.6K followers, 16.8K engagements

"MP materials was a sea change. The US Gov nationalizing a business is an acknowledgement of deep vulnerability. Everything is being bid up indiscriminately now and maybe a detente will end in sharp sell offs in some of the more memey names. But in general LT a US gov that supports REE and mining should cause a sector wide rerate from very low expectations. Thats the sort of megatrend that is really exciting and potentially lucrative"
X Link @Mike10947310 2025-10-12T00:57Z 13.6K followers, 48.1K engagements

"People dont realize but Ioneer will have refining capacity for its lithium. And as we all know rare earths themselves arent rare $IONR"
X Link @Mike10947310 2025-10-14T13:10Z 13.6K followers, 7652 engagements

"This is the must watch on $IONR"
X Link @Mike10947310 2025-10-09T15:06Z 13.6K followers, 9684 engagements

"What's a stock you like that fits into one of these categories X. "A Better Mousetrap" Some fundamental acceleration in adoption/opportunity for their differentiated solution/product/service within their industry. Example: $NVO being first to market w/ Ozempic X. "The Right Place at the Right Time" A change within an industry itself which should become a meaningful tailwind for certain beneficiaries. Example: $HIMS $LFMD etc. benefitting largely from the GLP-1 gold rush as they were already well-positioned to make money from distribution Bonus points for non-obvious answers. I bet if you"
X Link @Mike10947310 2025-07-19T17:54Z 13.6K followers, 17K engagements