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@PalmerSadlowski Avatar @PalmerSadlowski Palmer Sadlowski

Palmer Sadlowski posts on X about ai, $ce, $qqq, the first the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

Engagements: XX #

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Mentions: X #

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Followers: XXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% countries XXXX% technology brands XXXX%

Social topic influence ai 15.79%, $ce 10.53%, $qqq #569, the first 10.53%, $amrz 5.26%, canada 5.26%, put the 5.26%, gas 5.26%, chain 5.26%, at a XXXX%

Top assets mentioned Celanese Corporation (CE) Amrize Ltd (AMRZ) SPX6900 (SPX) Corning Incorporated (GLW) Marvell Technology Inc (MRVL) Uber Technologies, Inc. (UBER)

Top Social Posts

Top posts by engagements in the last XX hours

"Another equity to keep an eye on: $AMRZ Amrize is the largest cement producer in the USA with over XX plants in the USA & Canada. We love the infrastructure exposure/theme this one provides & here is why"
X Link 2025-10-07T01:49Z XXX followers, 1138 engagements

"To put the recent NG price action in context X players in the largest gas-producing regions in the US Appalachia + Haynesville Antero A -- B.E. @ $XXXX EQT A -- B.E. @ $XXXX Expand Energy H -- B.E. @ $XXXX with NG spot at $XXXX all X are producing far above B/E"
X Link 2025-12-05T17:31Z XXX followers, XX engagements

"Painting a backdrop for renewed gas growth -- and the backbone of an energy-led PMI expansion. This backdrop is also why we remain high on Celanese $CE In an energy-led PMI expansion chemical producers with an integrated supply chain see earnings leverage"
X Link 2025-12-05T17:32Z XXX followers, XX engagements

"Celanese should benefit from: Rising manufacturing throughput Stronger pricing in acetyls & engineered materials The DCF below for $CE is intentionally conservative -- yet the valuations still screen as inexpensive AT A TERMINAL VALUE of 10x EBIT/FCF"
X Link 2025-12-05T17:33Z XXX followers, XXX engagements

"Current Price Structures we are eyeing into the EOY $QQQ violated the lower mark indicating the first structural weakness in the trend since break in June After breaking below price is now retesting the underside of that former support Acting as resistance + a lower high"
X Link 2025-12-09T19:05Z XXX followers, XX engagements

"$SPX shows almost the same structure as $QQQ: A clean rising channel starting after the June breakout Strong orderly advance through summer and fall Now price has broken the lower boundary This is the first real structural damage in the entire advance -- tread carefully ⚠"
X Link 2025-12-09T19:07Z XXX followers, XXX engagements

"Putting both the Revenue CAGR + EBIT Margins we arrived at a clean DCF Base Case -- $50-52 Bull Case -- $55-58 both at 15x EV/EBIT for Terminal Value Corning screens as overvalued at todays price based on fundamentals even if the AI narrative pans out"
X Link 2025-12-10T15:37Z XXX followers, XX engagements

"We are looking for $GLW to pull-back/correct from the current levels as the stocks future leader status in AI materials has run ahead of the fundamentals As today's multiple is rich on a P/E"
X Link 2025-12-10T15:38Z XXX followers, XX engagements

"As optics grow as a % of datacenter costs Marvells revenue CAGR will only scale higher Their Cloud/AI Data Center segment is projected to scale at 20-30% CAGR over the next cycle Their margins will expand as well as AI optics is a high-margin business"
X Link 2025-12-10T17:54Z XXX followers, XX engagements

"At todays price $MRVL is reasonably priced for a cyclical semi-company $MRVL needs to be priced as the leader of the physics-driven transition around The Bandwidth Wall as they are one of the only companies with the silicon portfolio to break through this bottleneck"
X Link 2025-12-10T17:56Z XXX followers, XXX engagements

"The stock itself has been under fire in the last couple of years for a couple reasons Deleveraging of their balance sheet look to get to 3x EBITDA Weak demand is hurting EBIT margins This opened the door to a great opportunity with Celanese"
X Link 2025-12-12T16:57Z XXX followers, XX engagements

"In our base-case DCF we assume no hero-outcomes & remained uber conservative Revenue growth = XXX% CAGR EBIT Margins = XX% a mid-cycle view not a bull market extrapolation"
X Link 2025-12-12T16:57Z XXX followers, XX engagements