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@Mike10947310 Avatar @Mike10947310 Mike

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

Engagements: XXXXX #

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Mentions: X #

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Followers: XXXXXX #

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Social Influence

Social category influence finance XX% stocks X% travel destinations X%

Social topic influence ai 15%, $ampg #1, stocks #1073, $shmd #1, $rsp 5%, $chrw 5%, flow 5%, paris 5%, high performance 5%, which i X%

Top accounts mentioned or mentioned by @ragnarisapirate @marketcomacc @grumpierbtday @joinyellowbrick @barbell_ideas @bsiegelir @patienceisking @sskltd @rodrigolezama7 @dpinsen @etiennep53000 @theextra1234 @deepvalueplay @g_1738_ @matt_kolb_ @pennycheck @steep_slopes @paulcerro @sawdirt @smantel

Top assets mentioned CH Robinson Worldwide Inc (CHRW)

Top Social Posts

Top posts by engagements in the last XX hours

"Yes it's been a banner year for the largest capitalized companies. But look at $RSP (equal weighted SPY) LTM. It's pretty reasonable. The fascinating scenario is companies in boring industries like trucking e.g. $CHRW start seeing real AI benefits like those guys have (+20% today on earnings). If that happens there's a lot of room for capital to flow into these names. I think everyone is pretty aware of the AI = railroads narrative wherein there are many beneficiaries who capture a lot more economics than railroad companies. but with $CHRW type moves we might be seeing it start"
X Link 2025-10-30T20:58Z 13.8K followers, 6161 engagements

"$AMPG PR this morning with some new tidbits but mostly just useful to see how company thinks about things. But first its worth noting they have an upcoming investor conference tomorrow. After the Paris Telcom show this represents a pretty real IR push. The last show they attended was in XX. Hopefully we get even more to chew on tomorrow X. I like that they are emphasizing their patents for LNA solutions which differentiates them (in their view) X. We now know the 2nd MNO is a major Asian MNO. I doubt it is Chinese so probably Japan or Korea X. Emphasis on the quantum opportunity. Besides"
X Link 2025-10-21T13:36Z 13.8K followers, 12.1K engagements

"Anyone an expert in glass substrates for AI Would love to pick your brain"
X Link 2025-10-31T19:49Z 13.8K followers, 5888 engagements

"What stock is working well for you this Nov and why"
X Link 2025-11-14T04:51Z 13.8K followers, 10.2K engagements

"Glass substrates have been talked about for a long time. If and when they happen which I believe is probably a XX or XX story theres basically only one US listed pure play I could find and that is $SHMD (would appreciate any others though). Glass has challenged with cracking but ultimately is more energy efficient allowing more chiplets which is important for high performance AI chips. Should get a listing update before EOM as well"
X Link 2025-12-02T15:47Z 13.8K followers, 20.8K engagements

"Whats everyones best pitch right now And whats the number X thing you want solved or an expert opinion on for it For interesting pitches happy to try and use my network on here to get an answertheres so many siloed people with insane expertise"
X Link 2025-09-22T19:02Z 13.9K followers, 17.1K engagements

"Another $5m in follow on orders for $AMPG. One of the most frustrating companies from an IR perspective (e.g. why guide double digit margins when you then print XX% say XX% but cut out purely buzzword PRs so simple) Anyways the stock continues to be a valuation anomaly"
X Link 2025-12-04T00:10Z 13.9K followers, 7876 engagements

"If I cant tell you exactly why most investors wouldnt be interested in a stock I think is worth looking at I find it rarely works out. Now obviously you shouldnt go looking for stocks with issues as a way to screen. But: $TSSI had and has insane customer concentration (one customer) $EVLV has had delinquent filings and fraud $AMPG has had promotional management and crypto fuckups $SHMD isnt current and is working to regain compliance $FEIM quantum sensing is a science project and they have little precision timing moat (a narrative I hear not believe tbc) $FNCH was a tiny co entering a patent"
X Link 2025-12-06T05:20Z 13.9K followers, 19.4K engagements

"@MARKETCOMACC Well of course doesnt mean it cant matter for stocks Look at the SMR names ;)"
X Link 2025-12-10T16:41Z 13.9K followers, 1487 engagements

"Now that rate decision is out one stock I'm interested in is $KVHI. I like stocks where there is both "steak" and "sizzle". Steak: The steak here is that this is trading at something like 4x NTM EV/EBITDA based on mgmt estimates. The company provides maritime connectivity solutions. The stock was destroyed as the lost a major customer but last quarter represented the first time they added more revenues from new initiatives than we lost from that customer -- meaning they may return to growth. One big driver of this recoupment has been a partnership with Starlink. They have to renew this"
X Link 2025-12-10T19:17Z 13.9K followers, 7965 engagements