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@RoninIntel Avatar @RoninIntel Ronin Andrews

Ronin Andrews posts on X about ai, if you, to the, future the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% technology brands XXXXX% cryptocurrencies XXXXX% social networks XXXXX% automotive brands XXXX% countries XXXX% luxury brands XXXX% products XXXX%

Social topic influence ai 22.73%, if you 6.82%, to the 4.55%, future 4.55%, strong 4.55%, bitcoin 4.55%, just a 4.55%, crypto 4.55%, $rklb #170, $asts #205

Top assets mentioned Bitcoin (BTC) Rocket Lab USA, Inc. Common Stock (RKLB) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Intuitive Machines, Inc. (LUNR) Limitus (LMT) Planet Labs PBC (PL) Crowdstrike Holdings Inc (CRWD) Zscaler Inc (ZS) Archer Aviation Inc. (ACHR) Raytheon Technologies Corp (RTX) Northrop Grumman Corporation (NOC) L3Harris Technologies Inc (LHX) Hut X Mining Corp. (HUT) TeraWulf Inc. (WULF) Alphabet Inc Class A (GOOGL) Ethereum (ETH) Bit Digital, Inc. (BTBT) Applied Blockchain, Inc. Common Stock (APLD) Verizon Communications Inc. (VZ) AT&T Inc. (T) Redwire Corporation (RDW) Lockheed Martin Corporation (LMT) Perpetua Resources Corp. Common Shares (PPTA) SPDR S&P XXX ETF Trust (SPY) Fortinet Inc (FTNT) Okta Inc (OKTA) Microsoft Corp. (MSFT) IREN Limited (IREN) Cipher Mining Inc. Common Stock (CIFR)

Top Social Posts

Top posts by engagements in the last XX hours

"2/6 CrowdStrike $CRWD 🏎 Price: $XXX The Thesis: The Ferrari of the sector. Pure cloud pure AI best-in-class tech. Its the stock everyone wants to own but its priced for absolute perfection. 🐂 Bull Case: They are crushing endpoint security and dominating the AI narrative. 🐻 Bear Case: Trading at 105x earnings. You are paying a massive premium. No room for error here"
X Link 2025-12-07T00:25Z XXX followers, XX engagements

"3/6 Zscaler $ZS ☁ Price: $XXX The Thesis: The "Zero Trust" King. They kill the old-school VPN and secure the cloud directly. High beta moves fast. 🐂 Bull Case: As companies ditch on-prem hardware ZS eats that market share. RPO growth is a monster (+35%). 🐻 Bear Case: Still burning cash on a GAAP basis. If interest rates stay high the valuation hurts"
X Link 2025-12-07T00:25Z XXX followers, XXX engagements

"Next is Archer Aviation ($ACHR). Focused on high-volume manufacturing through a key partnership with Stellantis for their "Midnight" aircraft. 🟢 Bull: Massive cash position ($1.64B runway) and aggressive commercial plans for Miami & Abu Dhabi networks. 🔴 Bear: Like peers they face significant R&D cash burn and the immense challenge of scaling from prototype to mass production"
X Link 2025-12-06T19:16Z XXX followers, XXX engagements

"Eve Air Mobility ($EVEX) brings legacy backing to the table. Spinning out of Embraer gives them 55+ years of aerospace expertise and a global service network. 🟢 Bull: The largest global order backlog ($14B) and an integrated approach that includes urban air traffic management software. 🔴 Bear: Navigating complex dual regulatory hurdles (Brazil's ANAC & FAA) and the universal pre-revenue risks"
X Link 2025-12-06T19:16Z XXX followers, XX engagements

"Next: The Commercial/Defense Hybrid RTX Corp. $RTX plays both sides of the aerospace coin. 🐂 BULL CASE: Diversified: Riding the post-COVID commercial travel boom (aftermarket parts are cash cows 🐄) AND defense demand. Backlog Beast: Significant $250B+ backlog provides massive visibility. Tech Focus: Heavy investment in hypersonics and AI propulsion. 🐻 BEAR CASE: The GTF Hangover: The Pratt & Whitney powdered metal engine issue is a multi-billion dollar headache causing major disruptions. 🤕 Cyclicality: Still heavily exposed if commercial air travel slows down due to a recession"
X Link 2025-12-07T00:54Z XXX followers, XX engagements

"The Stealth & Space Specialist: Northrop Grumman. $NOC is focused on the cutting edge of future warfare. 🐂 BULL CASE: Space Leader: Critical player in satellites and national security space infrastructure. 🛰 Nuke Modernization: Prime contractor for the B-21 Raider stealth bomber. This is long-term priority funding. 👻 R&D powerhouse: Constantly innovating in autonomous systems. 🐻 BEAR CASE: Execution Risk: Building brand new complex stealth tech is hard. Delays and cost overruns are a real risk. ⚠ Margin Pressure: High upfront R&D spend can squeeze short-term profitability"
X Link 2025-12-07T00:54Z XXX followers, XX engagements

"The "Trusted Disruptor": L3Harris Technologies. $LHX is focused on the electronics and comms that connect everything else. 🐂 BULL CASE: Agile Player: Winning both prime contracts and supplying key tech to other majors. High-Growth Areas: Strong positioning in space cyber and resilient comms. 📡 Operational Excellence: The "LHX NeXt" program is exceeding cost-saving targets and boosting margins. 🐻 BEAR CASE: Indigestion: Still digesting recent M&A (like Aerojet Rocketdyne). Integration risks remain. Debt Load: Higher leverage ratios than some peers due to acquisitions. ⚠"
X Link 2025-12-07T00:54Z XXX followers, XX engagements

"Tweet 4/10: $HUT (Hut 8) THE DIVERSIFIED HODLER 🐙💰 Not just a miner. They are a diversified compute hub with a massive Bitcoin stack on the balance sheet. 🐂 Bull Case: Multiple revenue streams (Managed Services AI/HPC Mining) smooth out volatility. Huge leverage to BTC price rips via their HODL stack. 🐻 Bear Case: Mining fleet is older and less efficient than peers. Post-merger integration can be messy"
X Link 2025-12-07T02:16Z XXX followers, XXX engagements

"Tweet 7/10: $WULF (TeraWulf) THE ZERO-CARBON HYBRID ⚛💧 Nuclear and Hydro powered. In an ESG-conscious world their zero-carbon compute is premium real estate for hyperscalers like Google. 🐂 Bull Case: "Green Premium" on their power. Google backing on Fluidstack deal is a massive validation stamp. Ramping infrastructure fast. 🐻 Bear Case: Still burning significant cash. High debt load to fund the buildout. Priced for absolute perfection right now"
X Link 2025-12-07T02:16Z XXX followers, XXX engagements

"Tweet 8/10: $BTBT (Bit Digital) THE ETH + AI YIELD PLAY 🥩🧠 They are exiting BTC mining entirely. The new model: Ethereum staking treasury for yield + building out AI compute infrastructure. 🐂 Bull Case: Profitable now. Massive ETH treasury provides non-dilutive funding options. A unique "Crypto Yield + Tech Growth" hybrid. 🐻 Bear Case: Trading BTC volatility for ETH volatility. Regulatory risks surrounding ETH staking are a wild card"
X Link 2025-12-07T02:16Z XXX followers, XXX engagements

"Tweet 9/10: $APLD (Applied Digital) THE TOTAL TRANSFORMATION 🏗🚀 Forget "miner." $APLD is now a full-blown next-gen AI data center developer with a staggering backlog. 🐂 Bull Case: $XX BILLION in contracted revenue backlog with hyperscalers stabilizes the future. They are building capacity faster than almost anyone else. 🐻 Bear Case: The Cash Burn is intensely high to build these sites. Massive debt load ($2.35B notes). They must execute perfectly on construction"
X Link 2025-12-07T02:16Z XXX followers, XXX engagements

"$RKLB Rocket Lab The "Mini-SpaceX" The only reliable launch provider besides SpaceX. They dont just launch rockets; they build the satellites on top (Space Systems). 🐂 The Bull Thesis: "Space Prime" pivot: They are becoming a one-stop shop (End-to-End space services). Neutron Rocket: When this flies (2026) it breaks the SpaceX monopoly on medium launch. Massive backlog with Space Force & NASA. 🐻 The Bear Thesis: Neutron Delays: Cash burn is high while waiting for the new rocket. Valuation: Priced for perfection. If Starship works perfectly launch prices could crater"
X Link 2025-12-12T03:17Z XXX followers, XXX engagements

"$ASTS AST SpaceMobile The "Cell Tower in the Sky" Building the first space-based cellular broadband network accessible directly by standard mobile phones. No dishes. Just your iPhone. 🐂 The Bull Thesis: Unmatched TAM: Billions of people have gaps in coverage. Moat: Exclusive deals with AT&T ($T) and Verizon ($VZ). Tech Proven: BlueBird satellites are already in orbit and validating the tech. 🐻 The Bear Thesis: Capital Intensity: Building a constellation costs billions. Dilution risk remains high. Starlink: Musk is launching "Direct to Cell" satellites. The competition is fierce"
X Link 2025-12-12T03:17Z XXX followers, XXX engagements

"$LUNR Intuitive Machines The "Moon Infrastructure Play" The leader in lunar access. They aren't just landing on the Moon; they are building the comms network to talk to it. 🐂 The Bull Thesis: NSNS Contract: Won the $4.8B NASA contract to build the "internet for the Moon." CLPS Leader: The go-to partner for NASAs Artemis program logistics. M&A: Smart acquisitions (Lanteris) to service satellites in orbit. 🐻 The Bear Thesis: Lumpiness: Gov contracts are slow and irregular. Execution Risk: Landing on the moon is hard. One crash can tank the stock XX% overnight"
X Link 2025-12-12T03:17Z XXX followers, XX engagements

"Honorable Mentions & ETFs: $RDW (Redwire): The "pick and shovel" play. They build the components everyone else uses. $LMT (Lockheed Martin): The safe boomer play. Space is a huge division but youre buying a defense prime. $ARKX (Ark Space ETF): If you want a basket (but check the holdings it has some weird stuff)"
X Link 2025-12-12T03:17Z XXX followers, XXX engagements

"THE ANTIMONY TRADE: The Most Critical Mineral Youve Never Heard Of 🚨 China just choked the supply chain. The US defense sector is sweating. Without Antimony we don't have bullets night vision or nuclear weapons. Here is the sector breakdown and the Top X US Stocks to watch. 🧵👇 $PPTA $UAMY $NVA"
X Link 2025-12-11T16:09Z XXX followers, XX engagements

"Next BONDS. It's not just about the yield You have to assess the issuer's creditworthiness sensitivity to interest rate changes and the overall economic environment. 💸"
X Link 2025-12-03T03:17Z XXX followers, XX engagements

"The "Bitcoin Miner" is dead. Long live the "Intelligent Power Network." Don't misdiagnose these stocks as crypto plays. Check the vitals. Read the chart. 📉➡📈 Full XXX Anatomical Scan by @RoninIntel below. 👇 #AI #BitcoinMining #StockMarket #AnatomyOfATrade $SPY $QQQ"
X Link 2025-12-04T20:05Z XXX followers, XX engagements

"4/6 Fortinet $FTNT 💵 Price: $XX The Thesis: The cash cow. They do hardware AND software. They make their own chips to keep costs down and margins fat. 🐂 Bull Case: Insanely profitable. A safe steady compounder compared to the high-flyers. 🐻 Bear Case: Hardware sales are slowing down. Its not the "sexy" AI growth play right now"
X Link 2025-12-07T00:25Z XXX followers, XX engagements

"5/6 Okta $OKTA Price: $XX The Thesis: The Gatekeeper. If you cant log in you cant work. They own Identity. 🐂 Bull Case: Sticky product. Once a company uses Okta they rarely switch (97% retention). 🐻 Bear Case: Microsoft is the final boss. MSFT is bundling identity for cheap making life hard for Okta"
X Link 2025-12-07T00:25Z XXX followers, XXX engagements

"6/6 SentinelOne $S 🎲 Price: $XX The Thesis: The underdog bet. A pure AI play trying to disrupt the disruptors. 🐂 Bull Case: Growing fast and decent tech. Could be a prime takeover target for a big tech giant. 🐻 Bear Case: Just took a beating on earnings (-12%). High risk high reward. Catch the falling knife"
X Link 2025-12-07T00:25Z XXX followers, XXX engagements

"Tweet 5/10: $IREN (Iris Energy) THE ALL-IN PIVOT 🛑⛏➡🧠 They literally stopped their BTC hashrate expansion target to focus XXX% on AI Cloud growth. Bold move. 🐂 Bull Case: Massive projected AI ARR (Annual Recurring Revenue) by 2026. They are becoming a pure-play AI infrastructure capability. 🐻 Bear Case: This pivot is CAPITAL INTENSIVE. Watch out for dilution to fund those GPUs and data centers. High execution risk"
X Link 2025-12-07T02:16Z XXX followers, XXX engagements

"Tweet 6/10: $CIFR (Cipher Mining) THE POWER PLAY ⚡🏰 Its all about the power cost. Cipher has some of the lowest rates in the game making their infrastructure highly attractive for energy-hungry AI. 🐂 Bull Case: Huge secured power pipeline (3.8 GW). Low costs mean better margins in both BTC and AI hosting. Strong backing. 🐻 Bear Case: Valuation is already rich based on current sales. They need to build out that power pipeline fast to justify the price"
X Link 2025-12-07T02:16Z XXX followers, XXX engagements

"The Sector: Why Should You Care Antimony (Sb) isn't just a rock; it's a national security kill switch. The Problem: The US mines X% of it domestically. We rely on China (48% of global supply) and Russia. The Catalyst: China imposed export restrictions in late 2024. Prices have 2x-3x'd. Uses: Armor-piercing ammo (lead hardener) Night Vision Goggles (infrared sensors) Flame retardants (uniforms/electronics)"
X Link 2025-12-11T16:09Z XXX followers, XX engagements

"$PL Planet Labs The "Bloomberg Terminal of Earth" They scan the entire Earth every day. This is "SaaS in Space"selling data to governments agriculture and hedge funds. 🐂 The Bull Thesis: AI Tailwind: You cant train defense AI models without massive geospatial datasets. Planet owns the data. Sticky Revenue: Government contracts (NATO NGA) are long-term and recurring. Profitability: Closer to breakeven/profitability than any other space SPAC. 🐻 The Bear Thesis: Growth Slowdown: Commercial adoption has been slower than the hype promised. Commoditization: Will free data from competitors"
X Link 2025-12-12T03:17Z XXX followers, XXX engagements

"Summary: This sector is High Beta (Volatile). 🎢 Conservative: $LMT $PL Aggressive: $RKLB YOLO: $ASTS $LUNR Disclaimer: Not financial advice. Do your own DD. Positions mentioned may be held. Like/Retweet if you are bullish on the Final Frontier 🚀🪐"
X Link 2025-12-12T03:17Z XXX followers, XXX engagements