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@TheValueist Avatar @TheValueist TheValueist

TheValueist posts on X about $metc, $nvda, $btu, $cnr the most. They currently have XXXXX followers and 1078 posts still getting attention that total XXXXXX engagements in the last XX hours.

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Mentions: XX #

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Followers: XXXXX #

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Social Influence #

Social category influence stocks XXX% finance XXXX% technology brands XXXX% cryptocurrencies XXX% countries XXXX% currencies XXXX% fashion brands XXXX% exchanges XXXX% social networks XXXX% automotive brands XXXX%

Social topic influence $metc #350, $nvda #621, $btu #5, $cnr #1, bloomberg #142, $pstg #6, $anet #41, nvda #211, $amkr #15, $arlp #2

Top accounts mentioned or mentioned by @yieldsearcher @ajacksonhole @fundamentedge @wsjcom @shanumathew93 @kevinlmak @macrotaster @grok @zerosum41 @themissinglinks @hershey14221 @ericjackson @barronscom @jaredkubin @youtube @waymo @macropupster @whitehouse @nikkeiasia @coatuemgmt

Top assets mentioned Ramaco Resources, Inc. Common Stock (METC) NVIDIA Corp. (NVDA) BTU Protocol (BTU) Cornerstone Building Brands, Inc. (CNR) Pure Storage, Inc. (PSTG) Arista Networks Inc (ANET) Amkor Technology Inc (AMKR) Alliance Resource Partners LP (ARLP) Ciena Corporation (CIEN) Sandisk Corporation Common Stock (SNDK) Broadcom, Inc. (AVGO) Micron Technology, Inc. (MU) Rambus Inc (RMBS) Alpha Metallurgical Resources, Inc. (AMR) Taiwan Semiconductor (TSM) Advanced Micro Devices (AMD) Bloom Energy Corporation (BE) Sei (SEI) Eos Energy Enterprises, Inc. (EOSE) Corning Incorporated (GLW) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) IREN Limited (IREN) Artificial Intelligence (AI4) Warrior Met Coal, Inc. (HCC) Vistra, Corp. (VST) Hut X Mining Corp. (HUT) Oracle Corporation (ORCL) Metadium (META) Stacks (STX) Dell Technologies, Inc. (DELL) Cisco Systems Inc (CSCO) Extreme Networks (EXTR) Nokia Corporation (NOK) NRG Energy Inc (NRG) USA Rare Earth, Inc. Class A Common Stock (USAR) Bitcoin (BTC) Morgan Stanley (MS) Power Integrations Inc (POWI) GE Vernova Inc. (GEV) Onto Innovation Inc. (ONTO) Coherent Inc (COHR) Constellation Energy Corp (CEG) NextEra Energy Inc (NEE) Amphenol Corporation (APH) Axon Enterprise, Inc. (AXON) Cipher Mining Inc. Common Stock (CIFR) Riot Platforms, Inc. (RIOT)

Top Social Posts #

Top posts by engagements in the last XX hours

"$NEE has been a dog. Finally waking up. Perhaps someone has concrete information about the Duane Arnold restart"
X Link @TheValueist 2025-10-03T17:08Z 2595 followers, XXX engagements

"Sharing my notes on $PSTG again. Someone will have to manage all this new storage"
X Link @TheValueist 2025-10-01T17:19Z 2556 followers, 2251 engagements

"$MU $SNDK $PSTG $RMBS Below is a practical who supplies whom crosswalk focused on hyperscale AI datacenter buyers. Exact procurement rosters are rarely disclosed and all major clouds multisource and requalify drives frequently. I am therefore mapping suppliers to hyperscalers using only public signals: formal OCP Datacenter/Cloud NVMe SSD specification authorship and contributions vendor product pages that explicitly state OCP compliance and hyperscale targeting OEM/ODM qualification disclosures analyst reporting technical papers from the hyperscalers and NVIDIA GB200 NVL72 recommendedvendor"
X Link @TheValueist 2025-10-08T20:24Z 2558 followers, XXX engagements

"$GLW (Wall Street Journal) -- The 174-year-old Pyrex maker could become one of the biggest winners from the AI boom By Nicholas G. Miller As the AI boom fuels the meteoric rise of new startups and cutting-edge chip designers 174-year-old glass company Corning is joining in on the fun. The company known for developing Pyrex Gorilla Glass and the encasement for Thomas Edison's incandescent lamp makes glass for cellphones TVs and cars. But now its glass technology developed through decades of investment in research and manufacturing has made it the dominant supplier of fiber optics for data"
X Link @TheValueist 2025-10-05T21:02Z 2612 followers, 2662 engagements

"I don't believe that is correct. $AVGO is the leader in making Ethernet-based networking chips. They are the sole supplier to $ANET . Whatever solution they deliver on the GPU/XPU side will be paired with an Ethernet-based scale-up and scale-out network. $NVDA announced today that they are supplying $META and $ORCL OCI with Spectum-X Ethernet-based networking. There are definitely some still using Infiniband like $MSFT most recent GB300 announcement but the industry as a whole is moving to Ethernet. More to be revealed this week at OCP"
X Link @TheValueist 2025-10-14T00:55Z 2626 followers, XXX engagements

"$AMKR Amkors Oct X announcement materially upsizes the Arizona project from a single $X billion facility to a 2phase campus with total planned investment of $X billion adding a second greenfield building expanding cleanroom to over 750000 square feet and lifting projected jobs to as many as 3000. The company broke ground and guided to complete construction of the first building in mid2027 with production starting in early 2028. The release frames this as the nations first U.S.-based highvolume outsourced advanced packaging campus and explicitly names Apple and Nvidia as key customers to be"
X Link @TheValueist 2025-10-06T21:14Z 2626 followers, 3765 engagements

"$SNDK $MU $STX"
X Link @TheValueist 2025-10-13T16:04Z 2595 followers, XXX engagements

"Another morning rip for coal names. Anything with US mining reserves is getting bid. $BTU $CNR $METC $ARLP"
X Link @TheValueist 2025-10-09T14:27Z 2577 followers, 1215 engagements

"$PSTG a proxy for those who missed $SNDK $MU $STX"
X Link @TheValueist 2025-10-01T17:11Z 2556 followers, XXX engagements

"It is all about networking going forward and in 2026. It is worth digging into the sector if you haven't already. SWITCHES & ROUTERS (SYSTEMS OEMS) Arista Networks (ANET) Cisco Systems (CSCO) NVIDIA (NVDA) Hewlett Packard Enterprise incl. Juniper (HPE) Dell Technologies (DELL) Extreme Networks (EXTR) Nokia (NOK) Ericsson (ERIC) ADTRAN Holdings (ADTN) Ubiquiti (UI) Accton Technology Edgecore Quanta Computer QCT ZTE Huawei (Private) UfiSpace (Private) Asterfusion (Private) MERCHANT SILICON - SWITCH ASICS Broadcom (AVGO) NVIDIA (NVDA) Marvell Technology (MRVL) Intel (INTC) MERCHANT SILICON -"
X Link @TheValueist 2025-09-05T13:41Z 2626 followers, XXX engagements

"$AAOI The highestprobability strategic buyers for AAOI are Coherent Lumentum and Jabil with a second tier of credible but lowerprobability buyers that includes Molex (Koch Industries) Amphenol and Foxconn Interconnect Technology. Cisco Ciena and Sumitomo Electric are opportunistic possibilities but sit further down the curve. Chinese transceiver vendors would be natural consolidators on product fit but are effectively precluded by U.S. nationalsecurity review. This ranking reflects where AAOIs U.S. laser fab 800G clientside roadmap and hyperscaler exposure provide tangible strategic synergies"
X Link @TheValueist 2025-09-22T19:46Z 2588 followers, XXX engagements

"I find it amusing that people are posting about coal stocks in 2025. Im along for the ride. These companies are small enough that they could turn into a meme craze. $BTU $CNR $ARLP $METC"
X Link @TheValueist 2025-10-03T21:38Z 2588 followers, 1073 engagements

"Sharing my notes on $AMKR again"
X Link @TheValueist 2025-10-06T20:52Z 2595 followers, 1066 engagements

"Another 52w high on $CIEN . Definitely getting meaningful attention among GAI networking build-out investors"
X Link @TheValueist 2025-10-08T20:23Z 2595 followers, XXX engagements

"Long clean coal. $BTU $CNR $ARLP $METC An Immense Solar Project Just Got Canceled Under Trump Known as Esmeralda X the project planned in the Nevada desert would have produced enough energy to power nearly two million homes"
X Link @TheValueist 2025-10-10T20:43Z 2626 followers, 3437 engagements

"I love how all the Sora X police videos have $AXON video captioning on them"
X Link @TheValueist 2025-10-03T19:01Z 2588 followers, XXX engagements

"$NRG Texas Governor Greg Abbott announced the third Texas Energy Fund loan agreement for a XXX megawatt natural gas power plant near Baytown. NRG Energy will build the plant which is estimated to begin generating power by summer 2028 and will serve the Electric Reliability Council of Texas power region Abbott said in a statement. The loan agreement between the Public Utility Commission of Texas and NRG "provides low-interest loans for projects that add new dispatchable power to the ERCOT region." Under the loan agreement total project costs are estimated to be $936M. The PUC is providing a"
X Link @TheValueist 2025-09-26T15:27Z 2544 followers, 1011 engagements

"Rare earth pre. $METC $USAR $CRML $AREC"
X Link @TheValueist 2025-10-09T10:03Z 2602 followers, 1379 engagements

"$AMR Alpha Metallurgical Resources is navigating a cyclical trough with disciplined execution an overcapitalized balance sheet and tangible cost progress that repositions the company for operating leverage as metallurgical coal prices normalize. In Q2 2025 adjusted EBITDA rose to $XXXX million on XXX million tons sold with met segment nonGAAP cost of coal sales improving to $100.06/ton the best quarterly cost since 2021; guidance for 2025 cost per ton was reduced to $101$107 SG&A trimmed to $48$54 million and net cash interest income lifted to $6$12 million. Liquidity stood at $XXXXX million"
X Link @TheValueist 2025-09-24T19:46Z 2518 followers, XXX engagements

"Nice morning rip from $PSTG +6.5%"
X Link @TheValueist 2025-10-08T15:49Z 2553 followers, XXX engagements

"$IREN $CIFR $RIOT Arete rolled out coverage on the bitcoin miners with Buy ratings on IREN (IREN) Riot Platforms (RIOT) and Cipher Mining (CIFR). The firm put a $XX price target on IREN $XX target on Riot and $XX target on Cipher. Demand from artificial intelligence computing provides long-term opportunities the analyst tells investors in a research note. Arete sees IREN benefitting from self-funding its data center construction and upgrading its bitcoin mining fleet Riot reaching $2.3B of recurring EBITDA by 2031 from two high performance compete data centers on a co-location rental model"
X Link @TheValueist 2025-09-24T12:14Z 2595 followers, 24.4K engagements

"I am seeing significantly more chatter on X on the coal names. People are recognizing the story. Multiple +5% up today. $BTU $CNR $ARLP $METC"
X Link @TheValueist 2025-10-07T13:56Z 2588 followers, XXX engagements

"Great start to the day for coal. $BTU $CNR $ARLP $METC"
X Link @TheValueist 2025-10-03T13:44Z 2588 followers, XXX engagements

"Coal names are moving higher again this morning. $BTU $CNR $ARLP $AMR"
X Link @TheValueist 2025-09-25T14:06Z 2577 followers, 1557 engagements

"$VST On September XX 2025 Vistra Corp. ("Vistra" or the "Company") announced that it has entered into a 20-year power purchase agreement (with options to extend for up to an additional XX years) (the "PPA") with a large investment grade company (the "Customer") pursuant to which the Company has agreed to supply to the Customer 1200 MW of carbon-free power from the Comanche Peak Nuclear Power Plant. Vistra anticipates power delivery to begin in the fourth quarter of 2027 and ramp to full capacity by 2032. Assuming forwards as of Aug. XX 2025 an Adjusted EBITDA Midpoint Opportunity consistent"
X Link @TheValueist 2025-09-29T12:33Z 2622 followers, 2312 engagements

"$TSM (Bloomberg) -- Taiwan Semiconductor Manufacturing Co. analysts are positive on the chipmaker after it reported September sales that are seen as strong. Read more: TSMC Reports Better-Than-Expected Sales on Sustained AI Demand ANALYST COMMENTARY Wedbush (outperform PT to NT$1700 from NT$1300) TSMC appears to be firing on all cylinders with the sales showing continued AI growth better compute demand and expected gains in average selling prices Bernstein (outperform) The sales landed at guidance high end even when FX tailwind is excluded Despite concerns about a bubble in AI we expect TSMC"
X Link @TheValueist 2025-10-09T11:31Z 2567 followers, XXX engagements

"$ARM *OPENAI WORKING WITH ARM ON BROADCOM AI CHIP EFFORT: INFORMATION"
X Link @TheValueist 2025-10-13T22:32Z 2626 followers, XXX engagements

"Another impact of this new AMD deal will be an increased gravitational pull in GAI data centers towards Ethernet over InfiniBand. Great news for $ANET and a helpful counterbalance for $AVGO. $NVDA Spectrum-X will be very competitive. --------------------- For ANET the OpenAIAMD agreement is a net positive catalyst because it explicitly tilts a large portion of OpenAIs incremental capacity toward Ethernet-centric AI back-end networks where Arista is structurally advantaged. AMDs MI300/MI450 cluster blueprint calls for back-end fabrics that use primarily Ethernet-based NICs and switches with"
X Link @TheValueist 2025-10-06T15:50Z 2599 followers, 1295 engagements

"$IREN Executive summary: IRENs senior leadership is built around founder-operators Daniel Roberts and Will Roberts who have scaled the company from an Australia-based hydro-powered bitcoin miner into a North American datacenter operator pursuing a dual engine of bitcoin mining and an accelerating AI cloud business. On operating execution capital access and strategic pivot speed the team scores strongly: FY25 revenue reached $501m with net income of $86.9m as they raised and deployed capital at pace expanded average operating hashrate from XXXX EH/s in January 2025 to 44.045.4 EH/s by"
X Link @TheValueist 2025-10-14T19:21Z 2626 followers, XXX engagements

"Performance details for $MSXXNSEC - Morgan Stanley National Security Index - incredible year. The constituent details are in this thread"
X Link @TheValueist 2025-10-13T14:59Z 2626 followers, XXX engagements

"This $BE news bodes well for $SEI $EOSE. Data centers will take any and all behind-the-meter solutions they can get their hands on. (Bloomberg) -- Shares of Bloom Energy Corp. soared as much as XX% in premarket trading as Brookfield Corp. agreed to invest up to $X billion to deploy the companys fuel cells at new data centers that operate artificial intelligence. The investment firm and the energy storage company are collaborating on AI data centers globally including a site in Europe that will be announced before the end of the year according to a release Monday. The electricity demand boom"
X Link @TheValueist 2025-10-13T13:12Z 2626 followers, 2288 engagements

"$CIEN Ciena Q3 2025 Earnings Call: Comprehensive AI Data Center & Cloud Computing Analysis Executive Summary: AI as the Fundamental Growth Driver Ciena's Q3 2025 earnings call revealed that artificial intelligence infrastructure buildout has become the company's primary growth catalyst with management describing a fundamental shift where network connectivity has evolved from supporting infrastructure to the critical enabler of AI monetization. The company is capitalizing on an unprecedented $X trillion global investment cycle through 2030 in data centers GPU clusters and AI infrastructure"
X Link @TheValueist 2025-09-04T14:05Z 2557 followers, XXX engagements

"$AREC American Resources Corporation through its ReElement Technologies subsidiary is positioning itself as a U.S. midstream refiner of rare earths lithium and other defense elements using a chromatography-based separation platform licensed and developed with Purdue University rather than conventional solvent extraction. The immediate developments you flagged are genuine and recent: ReElements Marion IN Supersite is being built out; management disclosed Phase1 output designed for 25003500 t/yr of refined products across magnetgrade rare earth oxides antimony and battery materials with more"
X Link @TheValueist 2025-10-12T18:18Z 2626 followers, XXX engagements

"$PSTG Pure Storage delivered a clean beat-and-raise quarter and more importantly for our positioning reinforced the core elements of the long thesis: a differentiated software-led flash platform gaining enterprise share a maturing highermix subscription model that is compounding predictability and an emerging hyperscale royalty stream that is real but not yet central to the numbers. Q2 FY26 revenue was $861M +13% y/y with nonGAAP operating profit of $130M for a XXXX% margin; management raised fullyear revenue guidance to $3.6B$3.63B (+14% at the midpoint) and Q3 to $950M$960M (+15% y/y at the"
X Link @TheValueist 2025-09-23T16:35Z 2556 followers, XXX engagements

"UBS takes px up on multiple names in the coal sector. $BTU $CNR $HCC"
X Link @TheValueist 2025-10-08T13:51Z 2626 followers, 1872 engagements

"I like both of these trades. $AMKR $PLAB"
X Link @TheValueist 2025-10-03T13:46Z 2594 followers, 5203 engagements

"Note they are using InfiniBand not Ethernet. $NVDA $ANET $MSFT"
X Link @TheValueist 2025-10-09T17:46Z 2556 followers, 1066 engagements

"$CIEN one more 52w high"
X Link @TheValueist 2025-10-13T16:58Z 2590 followers, XXX engagements

"$KRKNF Kraken Robotics is executing a deliberate shift from a niche sonar vendor into a multiproduct subsea intelligence supplier spanning pressuretolerant batteries highresolution synthetic aperture sonar and towed platforms and services that package these technologies for defense and offshore energy customers. The strategy is working at the top line and in gross margin but it also introduces execution complexity and timing risk that the market may be underpricing after a sharp rerating. The investment implication is that the stock has transitioned from a showme small cap to a richly valued"
X Link @TheValueist 2025-10-12T20:33Z 2626 followers, 1186 engagements

"Great day for the coal hogs. $BTU $CNR $ARLP $METC"
X Link @TheValueist 2025-10-13T17:06Z 2626 followers, 1323 engagements

"$EOSE Joe Mastrangelo is a career industrial operator with nearly XX years across GE Power and GE Oil & Gas who moved from board adviser to chief executive of Eos Energy in 7/2019. His tenure has been defined by three integrated bets: differentiate on chemistry with a zincbromine system designed for XXX hour durations vertically integrate and onshore a U.S. manufacturing footprint and finance an aggressive capacity build via a blend of DOE support and private structured capital while public markets fund the equity gap. Factually he took Eos public through a SPAC in 11/2020 and has since"
X Link @TheValueist 2025-10-13T16:24Z 2626 followers, XXX engagements

"$NVDA $TSMC $INTC $AMD Nvidia has added Samsung Foundry to its NVLink Fusion ecosystem to provide design-to-manufacturing support for custom CPUs and custom XPUs that connect directly to Nvidias GPU platforms. The move was disclosed around the OCP Global Summit and corroborated by Nvidias own communications which state that Intel and Samsung Foundry are joining the NVLink Fusion partner set so that customers can build semicustom processors that link into Nvidias rackscale AI systems. Functionally this is Nvidia expanding a program it launched in mid2025 that opened NVLink to thirdparty and"
X Link @TheValueist 2025-10-15T01:56Z 2626 followers, XXX engagements

"$BWXT $LEU $OKLO The Armys Janus Program is a material policy and procurement pivot that if executed close to plan compresses the microreactor commercialization timeline creates a new defense-backed offtake class for advanced nuclear and meaningfully re-rates the addressable market for a small set of suppliers across fuel components and systems integration. The Army is designated as DoDs executive agent for installation and operational nuclear energy and is directed to operate an Armyregulated reactor on a domestic base by 9/30/2028 with parallel efforts to field commercially"
X Link @TheValueist 2025-10-15T02:30Z 2626 followers, XXX engagements

"$PSTG all-time high today. Prob won't get the non-stop long flow like $SNDK but I believe it is a solid memory exposed long through 2026"
X Link @TheValueist 2025-10-06T14:41Z 2556 followers, 2149 engagements

"$POWI Power Integrations delivered a clean execution quarter and a pragmatic guide against a volatile macro and tariff backdrop while openly signaling a strategic pivot to higher-power systems that could structurally expand gross margin dollars and the companys addressable market. Q2 revenue was $116m +9% y/y and +10% q/q with non-GAAP gross margin of XXXX% and EPS of $XXXX. Mix skewed to industrial at XX% of revenue on broad strength across metering home/building automation and highpower gate drivers; consumer was XX% computers XX% and communications 11%. Channel inventory remained tight at"
X Link @TheValueist 2025-10-13T16:23Z 2626 followers, 1170 engagements

"$ENS EnerSys is a diversified industrial energystorage and power electronics supplier with three operating engines that each matter to the portfolio: Energy Systems (telecom broadband utilities data center UPS power and services) Motive Power (industrial motive batteries and chargers for materialhandling fleets) and Specialty (aerospace & defense and transportation). The business has been repositioning around highervalue maintenancefree chemistries power electronics and services while structurally reducing cost and tightening capital discipline under a new CEO and an EnerGize operating"
X Link @TheValueist 2025-10-13T22:12Z 2626 followers, 1797 engagements

"$HUT spiking"
X Link @TheValueist 2025-10-14T18:46Z 2626 followers, 2001 engagements

"I heard the CFO of $TMC present at a BBG round table XX months ago. I thought it was the dumbest idea I had ever heard. I was clearly wrong and missed a huge opportunity"
X Link @TheValueist 2025-10-13T19:44Z 2626 followers, XXX engagements

"$SEI Executive summary and investment implications. Management quality at Solaris Energy Infrastructure (SEI) is solidly above average anchored by a founderled CEO with high insider ownership a financially sophisticated President/CFO and a bench of experienced operators who collectively executed a strategic pivot into distributed power while preserving a cashgenerative legacy logistics franchise. Pay design is mostly performancecontingent with 20232024 changes adding TSRlinked PSUs that create direct alignment with shareholder outcomes. Governance is typical of an UpC with dualclass voting"
X Link @TheValueist 2025-10-14T19:32Z 2626 followers, XXX engagements

"$BTU $CNR $ARLP $AMR Bruce the profits are in the cash line and in the forward year not in the troughyear GAAP EPS youre looking at. The 2025 setup for several coal names is intentionally frontloaded with capex and maintenance while realizations lag the index so GAAP prints look soft even though operating cash is positive and balance sheets are net cash. Then 2026 steps up hard as new volumes come on and sustaining capex normalizes. Look at the numbers that matter. BTU 2025 consensus shows EBITDA 435M and free cash flow -143M because it is finishing a heavy capex year but 2026 consensus"
X Link @TheValueist 2025-09-25T02:49Z 2577 followers, 1352 engagements

"Another memory bull. $MU $SNDK $RMBS $PSTG"
X Link @TheValueist 2025-09-21T23:00Z 2537 followers, 1106 engagements

"$SEI breaking out. --------- To deploy faster than peers xAI relies on rental turbine companies. NYSE-listed Solaris Energy Infrastructure owns a fleet of 600MW of gas turbines of which 400MW currently serve xAI. Musks firm weighs XX% of SEIs 1700MW orderbook i.e. 1140MW. There are 240MW on the Memphis Colossus X site while the remaining 900MW will be owned by a Joint Venture owned at XXXX% by Solaris and XXXX% by xAI"
X Link @TheValueist 2025-09-29T16:29Z 2596 followers, 2060 engagements

"$METC LEXINGTON Ky. Oct. X 2025 /PRNewswire/ -- Ramaco Resources Inc. (NASDAQ: METC METCB) ("Ramaco" or the "Company") Ramaco is proud to announce Martin van Wyk has agreed to join Ramaco as Senior Vice President of Critical Minerals Processing and to relocate from Australia to the United States. With more than XX years of global experience in mineral processing hydrometallurgy and rare earth elements (REEs) flowsheet development he will help lead the Company's critical minerals processing development of the Brook Mine Project (Wyoming U.S.) following his transition to the United States."
X Link @TheValueist 2025-10-06T15:18Z 2593 followers, XXX engagements

"I like the additional transparency of streaming the earnings call on YouTube"
X Link @TheValueist 2025-10-10T20:23Z 2568 followers, XXX engagements

"$SEI all-time high today. ------------ Citi raised the firm's price target on Solaris Energy to $XX from $XX and keeps a Buy rating on the shares. The firm cites the doubling of the company's power capacity for the target increase. It sees father upside despite the stock's XX% rally in the past month"
X Link @TheValueist 2025-10-13T19:24Z 2626 followers, 1404 engagements

"$CRDO Credo closed the acquisition of Hyperlume a privately held developer of microLEDbased optical interconnects for chiptochip communication. The release frames this as a capability tuckin that broadens Credos endtoend systemlevel connectivity portfolio for AI data center scaleout but provides no financial terms. The transaction closed on 20250929 and is positioned squarely against escalating bandwidth latency and power constraints in AI clusters. The strategic message is that Credo intends to participate not only in electrical interconnect and DSPenabled optics but also in nextgen optical"
X Link @TheValueist 2025-09-30T13:41Z 2603 followers, XXX engagements

"$NVT nVents release is straightforward: the company leased 117000 sq ft of manufacturing space in Blaine MN to expand data center solutions production explicitly tied to accelerating liquid cooling demand; production is slated to start in early 2026; Blaine is expected to employ 175+ people; this is the second expansion of data-center-focused manufacturing in X years and together with the recently expanded Anoka MN site adds 325+ jobs. The Blaine facility will build new products for data center customers including liquid cooling solutions. This is a lease not a greenfield build which"
X Link @TheValueist 2025-09-03T22:35Z 2591 followers, XXX engagements

"$EOSE Eos Energy Enterprises is attempting to scale a fully domestic nonflammable aqueouszinc stationary storage platform (Z3) into the longduration segment while riding X concurrent tailwinds: a policy regime that still preserves Section 45X monetization tightened FEOC and tariff constraints that disadvantage Chinalinked supply chains and a secular stepup in U.S. and PJM load growth led by data centers. Against those tailwinds the company is executing a highwire manufacturing ramp and capital structure transition from severe negative gross margins toward positive contribution margin in Q4"
X Link @TheValueist 2025-10-12T00:46Z 2626 followers, 21.1K engagements

"Super impressive they are LLMs effectively in the design process of their new chips. $AVGO $NVDA $TSM $ASML"
X Link @TheValueist 2025-10-13T23:51Z 2610 followers, XXX engagements

"$CIEN Ciena is executing on a stepchange in demand tied directly to AI networking with the financial profile materially inflecting while industry structure has improved. In fiscal Q3 2025 revenue rose to $1.22B with adjusted EPS of $XXXX and gross margin of XXXX% and management guided Q4 revenue to $1.24B$1.32B and gross margin to 42%43%. They also preannounced FY26 growth of XX% gross margin of XX% X pt flat FY26 OpEx at $1.5B and an operating margin target pulled forward by X year to 15%16% in FY26. Orders again exceeded revenue and hit a quarterly record with backlog visibility now into"
X Link @TheValueist 2025-09-26T20:29Z 2536 followers, XXX engagements

"I am going to share this one more time given all the news around domestic battery supply and China. $TSLA battery business is on fire and Wall Street still doesn't recognize how big it has gotten and how fast it is growing. Having their own lithium refining operation is a critical asset in the future"
X Link @TheValueist 2025-10-13T14:37Z 2597 followers, 1372 engagements

"Grid buildout names. --------------- Transmission EPC & field services Quanta Services (PWR) MYR Group (MYRG) MasTec (MTZ) Highvoltage equipment & HVDC GE Vernova Grid Solutions/HVDC (GEV) Grid components substations & protection Hubbell (HUBB) Eaton (ETN) nVent (NVT) Powell Industries (POWL) Structures towers & poles Valmont (VMI) Arcosa (ACA) Smart grid & metering Itron (ITRI) Regulated utilities positioned for wires capex growth Duke Energy (DUK) American Electric Power (AEP) Dominion Energy (D) Southern Company (SO) Exelon (EXC)"
X Link @TheValueist 2025-10-07T14:48Z 2593 followers, 1832 engagements

"$ONTO Onto Innovation is a process control pure play with leverage to both front-end node transitions and the secular rise of advanced packaging. The 2025 setup is bifurcated: advanced-node momentum is strong on GAA/2 nm ramps and broader films adoption while AI packaging is in a digestion and share-reset phase after a confirmed 2.5D loss at a lead customer. Management guided Q3 as the trough and flagged a Q4 rebound back toward 1H levels on AI logic packaging pull-ins while layering in a strategically important and marginaccretive acquisition (Semilab assets) and the launch of a materially"
X Link @TheValueist 2025-09-24T13:36Z 2588 followers, XXX engagements

"$BETA Beta Technologies S1 sets out a vertically integrated dualplatform strategy to commercialize electric aviation via a piloted conventional takeoff and landing aircraft first (ALIA CTOL CX300) followed by a piloted eVTOL (ALIA VTOL A250) with inhouse batteries motors flight controls and a buildout of highpower charging infrastructure. The companys core investment proposition is that nearterm certification and unit sales of the CTOL under FAA Part XX can derisk the path to eVTOL commercialization monetize a growing civil and defense backlog and seed a recurring aftermarket for batteries"
X Link @TheValueist 2025-10-06T01:14Z 2629 followers, XXX engagements

"Big order volume. Friends at OCP was there an announcement around $HUT"
X Link @TheValueist 2025-10-14T18:53Z 2629 followers, XXX engagements

"$NVDA $AMD $ASML $TSM The Bloomberg chart underscores that China controls a near-monopoly share of refined output for X heavy rare earths that are disproportionately used to raise magnet coercivity and temperature tolerancedysprosium terbium gadolinium samarium lutetium yttrium and scandiumwhile the U.S. has X% refined production for these elements. On magnets Chinas market power is even greater at the conversion step: recent IEA data and industry trackers place Chinas share of rare-earth magnet output around 8590% reflecting choke points at separation and sintered NdFeB magnet manufacturing."
X Link @TheValueist 2025-10-10T23:54Z 2626 followers, 1935 engagements

"$METC Comprehensive Analysis: Ramaco Resources Rare Earth Elements & Critical Minerals Operations From Q2 2025 Earnings Call (August X 2025) Executive Summary of REE/Critical Minerals Business Ramaco Resources has activated the Brook Mine in Sheridan Wyoming - Americas first new rare earth mine in over XX years. The project represents a transformative pivot for the company creating what management describes as the only U.S. dual-platform company operating in both metallurgical coal and rare earth/critical minerals. The mine contains XXX million tons of total rare earth oxides (TREO) on"
X Link @TheValueist 2025-10-12T13:31Z 2575 followers, 1027 engagements

"$AMKR Amkors premarket move reflects the market assigning higher probability that U.S. endtoend logic supply chains for Apple silicon will actually run through Amkor with Tim Cook explicitly naming GlobalWafers in Texas for wafers TSMC for frontend fab and Amkor in Arizona for packaging; that explicit onair validation matters because it collapses uncertainty around which OSAT will anchor the U.S. backend and signals Apples intent to localize at least a portion of advanced assembly and test not just wafers which historically remained Asiacentric. Apple had already said in 2023 it would be the"
X Link @TheValueist 2025-09-16T13:49Z 2562 followers, XXX engagements

"Sharing my $METC critical minerals post again"
X Link @TheValueist 2025-10-04T00:06Z 2593 followers, 2416 engagements

"Memory tracker. $MU $SNDK $PSTG $RMBS"
X Link @TheValueist 2025-10-08T18:00Z 2626 followers, 10.4K engagements

"@MacroPupster I agree absolutely on the $BTU thermal side. Wright/DOE said they will not be retiring any additional coal-fired generation and the industry gets Trump fiscal policy support. I like $CNR as well"
X Link @TheValueist 2025-10-09T11:24Z 2626 followers, XXX engagements

"$VRT $NVDA Vertivs announcement is strategically important because it moves the company from marketing alignment to engineering readiness on an XXX VDC power platform that is explicitly timed to the 2027 deployment window for NVIDIAs Rubin Ultra-era AI factories with first commercial availability planned for 2H26. The shift to XXX VDC is not a cosmetic refresh of todays XX VDC rack power; it is a system-level redesign intended to support XXX kW to X MW per rack and multihundredmegawatt campuses while cutting conversion steps and conductor mass. NVIDIA has spent the past year socializing this"
X Link @TheValueist 2025-10-13T19:12Z 2626 followers, XXX engagements

"Jefferies taking px targets on the coal sector. $BTU $CNR $AMR $HCC"
X Link @TheValueist 2025-10-05T21:12Z 2604 followers, 4340 engagements

"RARE EARTH / STRATEGIC METALS METC Ramaco Resources Inc: U.S. met coal producer developing rare earths at the Brook Mine in Wyoming. UAMY United States Antimony Corp: Producer of antimony/zeolite with U.S.Mexico operations serving defense and industry. USAR USA Rare Earth Inc: Developer of the Round Top heavy rare earths project and domestic magnet manufacturing. NB NioCorp Developments Ltd: Advancing the Elk Creek niobiumscandiumtitanium project in Nebraska. CRML Critical Metals Corp: Holding company for the Wolfsberg hardrock lithium project in Austria. MP MP Materials Corp: Operates the"
X Link @TheValueist 2025-10-10T16:49Z 2626 followers, 2854 engagements

"$ANET all-time high today +8.5%"
X Link @TheValueist 2025-10-08T17:43Z 2522 followers, 1102 engagements

"$IREN Limited announced the pricing of its private offering of $XXX million aggregate principal amount of XXXX% convertible senior notes due 2031. Key Highlights of the Offering: Offering Size: $XXX million of convertible senior notes due 2031 Coupon: XXXX% Conversion Premium: XXXX% above the reference price Capped Call Transactions: Designed to hedge potential dilution upon conversion. The capped call provides effective conversion protection up to an initial cap price of $XXXXXX per share representing a XXX% premium to the reference price. Settlement Date: The offering is expected to close"
X Link @TheValueist 2025-10-09T11:36Z 2590 followers, 1914 engagements

"One reason I like $AMKR here is that it is the only pure-play US-based OSAT. They are building a new advanced packaging and test facility next to the TSMC fab in Arizona with production scheduled to begin in H1-2028. ------------- Taiwan ASE Technology Holding Co. Ltd. (TWSE:3711; NYSE:ASX) Powertech Technology Inc. (TWSE:6239) ChipMOS Technologies Inc. (TWSE:8150; NASDAQ:IMOS) King Yuan Electronics Co. Ltd. (TWSE:2449) Chipbond Technology Corp. (TPEx:6147.TWO) Sigurd Microelectronics Corp. (TWSE:6257) Ardentec Corp. (TPEx:3260.TWO) Greatek Electronics Inc. (TWSE:6261) Lingsen Precision"
X Link @TheValueist 2025-09-19T12:40Z 2544 followers, 2460 engagements

"Another 52w high from $CIEN today. Has been trading very well over the past month"
X Link @TheValueist 2025-10-01T16:04Z 2526 followers, XXX engagements

"Highly recommend watching this in its entirety. If you have any doubts about what is coming for the GAI infrastructure build-out this will clear it up. It is excellent to hear Hock's new perspective as opposed to Jensen and Lisa's which we hear all the time. $AVGO $NVDA $AMD $ANET ---------------- Headline takeaways for the committee: OpenAI has formalized a multiyear partnership with Broadcom to codevelop and deploy XX GW of OpenAIdesigned accelerators and full racks underpinned by Broadcoms networking (Ethernet PCIe optics). Initial silicon and systems begin rolling out in 2H26 with the"
X Link @TheValueist 2025-10-13T18:30Z 2626 followers, 2035 engagements

"$VST (Bloomberg) -- The following excerpts are provided by the company: Vistra Corp. announced today the pricing of a private offering of $X billion aggregate principal amount of senior secured notes consisting of $XXX million aggregate principal amount of senior secured notes due 2028 at a price to the public of XXXXXX% of their face value $XXX million aggregate principal amount of senior secured notes due 2030 at a price to the public of XXXXXX% of their face value and $XXX million aggregate principal amount of senior secured notes due 2035 at a price to the public of XXXXXX% of their face"
X Link @TheValueist 2025-10-01T22:25Z 2624 followers, XXX engagements

"$POWI $NVDA Power Integrations (POWI) outlined the benefits of its PowiGaN gallium-nitride technology for XXX VDC power architectures in a new white paper published at the 2025 OCP Global Summit in San Jose where Nvidia (NVDA) provided an update on the XXX VDC architecture. Power Integrations is collaborating with Nvidia to accelerate the transition to XXX VDC power and megawatt-scale racks the company stated. "With rising AI power demands moving to an XXX VDC input simplifies rack design makes more efficient use of space and reduces copper usage. With rising rack power demands we see 1250 V"
X Link @TheValueist 2025-10-13T15:48Z 2626 followers, 2707 engagements

"Another all-time high from $GLW. Trading very well"
X Link @TheValueist 2025-10-08T16:37Z 2622 followers, 1362 engagements

"$METC Executive summary. Ramaco Resources (ticker: METC) is led by a capital-markets oriented founderoperator with a deep bench of coal operators and commercial talent augmented recently by policy and critical-minerals expertise. On balance I rate the senior team above average for value creation potential in a cyclical commodity business roughly 7.58.0/10. Green flags include high insider ownership with the CEO at XXX% a compensation program that mixes 3-year relative TSR PSUs with EBITDA/cost/safety/ environmental cash metrics proven cost-down execution in 20242025 and a CFO who has"
X Link @TheValueist 2025-10-14T17:47Z 2629 followers, 1533 engagements

"$AMKR (Bloomberg) -- Amkor Technology Inc. rose XX% after the close of regular trading. The shares increased to $XX from $XXXXX. During the regular session the shares gained XXX% from $XXXXX. The S&P XXX Index rose XXX% during the regular trading session"
X Link @TheValueist 2025-10-06T22:26Z 2590 followers, 1318 engagements

"$CEG back to putting up 52w highs"
X Link @TheValueist 2025-10-14T16:50Z 2626 followers, XXX engagements

"$KLAC KLA is the purest way to own the secular rise in process control intensity created by AI-driven design proliferation large-die economics HBM-centric memory and the migration of value into advanced packaging. The company holds roughly XX% share of the process control equipment segment and has historically converted that leadership into superior gross margins and cash generation; Needham frames KLAs WFE share around X% historically with process control share about half the segment and management now talks about KLAs share of total WFE trending near X% in 2025 versus a 2026 target of 7.5%+"
X Link @TheValueist 2025-09-24T14:02Z 2570 followers, XXX engagements

"Consider the type of demand $AMKR is experiencing to justify increasing the facility capex to $X billion from $X billion in just six months. It must be off the charts"
X Link @TheValueist 2025-10-07T14:02Z 2602 followers, 1100 engagements

"$RMBS Rambus is executing on a clean multiyear memory bandwidth and capacity thesis centered on X profit engines: DDR5 server DIMM chipsets where it has established RCD leadership and is adding companion chips an MRDIMM option with structurally higher content beginning in 2H26 and a silicon IP franchise leveraged to HBM4 and PCIe X design cycles for AI and data center ASICs. The Q2 2025 print and Q3 outlook reinforce that the chip business is the nearterm driver while IP and MRDIMM provide mediumterm operating leverage. In Q2 revenue was $172.2M with product revenue at $81.3M up XX% y/y and"
X Link @TheValueist 2025-09-22T14:54Z 2536 followers, 1590 engagements

"This was not a calm after the storm day; it was another highdispersion flowdominated session with a different leader board. The hard prints he cites line up to a continued anticrowding regime even as the style mix pivoted toward value and cyclicals. GS HF Index was -XXXX% on the day and is now -XX% MTD which means the representative hedgefund long book remains the funding source. At the same time cheap names were +1.65% on the day (still roughly -XXXX% MTD) low quality was +1.55% on the day and sits at an extraordinary +11.00% MTD AI semis were -XXXX% airlines were +4.00% and the crowdedlongs"
X Link @TheValueist 2025-10-14T21:21Z 2626 followers, 4515 engagements

"$CIEN 52w high today. Worth taking note given the broad weakness in the networking names"
X Link @TheValueist 2025-09-26T15:22Z 2626 followers, 3051 engagements

"Heres my rare earth tracker. I only recently started looking at these so I am probably missing some. $METC looked interesting on a first cut"
X Link @TheValueist 2025-10-03T23:01Z 2624 followers, 4961 engagements

"$QS $GLW QuantumScapes announcement with Corning matters because it targets the single most consequential manufacturing bottleneck in QuantumScapes architecture: making the thin highquality oxideceramic separator at scale with automotivegrade yield cost and throughput. The release states the parties will jointly develop ceramic separator manufacturing capabilities aimed at highvolume production for commercial applications without disclosing terms capacity geography or exclusivity. In isolation the language is high level; in context it slots into a clearly evolving capitallight partnerheavy"
X Link @TheValueist 2025-09-30T11:56Z 2623 followers, 1360 engagements

"$UUUU Energy Fuels is no longer a uranium optionality story; it is an emerging U.S. criticalminerals platform with three monetizable pillars tied together by a unique processing hub: lowcost conventional uranium centered on Pinyon Plain commercialspec light REE separation already validated into magnets and shovelready heavy mineral sands to supply both titanium/zircon and monazite feed. The Q22025 call and the consensus you attached lay out a visible earnings inflection beginning in late2025 as Pinyon Plain ore is processed with a second leg in 20262027 as REE separation scales and"
X Link @TheValueist 2025-10-14T16:28Z 2626 followers, 3201 engagements

"The new Chinese battery export restrictions are another arrow in the quiver for King Coal. $BTU $CNR $ARLP $METC Second Beijing just added a policy lever to exploit that position. Starting 1108 exports of large lithiumion batteries used for grid storage cathode and anode materials and key manufacturing equipment require casebycase licenses from the Ministry of Commerce. That framework lets China dial supply up or down by counterparty and product rapidly changing availability and price outside China without any formal quota. The covered list explicitly reaches into the midstream and into"
X Link @TheValueist 2025-10-11T21:39Z 2620 followers, 1549 engagements

"Super impressive they are using LLMs effectively in the design process of their new chips. $AVGO $NVDA $TSM $ASML"
X Link @TheValueist 2025-10-14T00:10Z 2626 followers, 1230 engagements

"UPDATED SWITCHES & ROUTERS (SYSTEMS OEMS) Arista Networks (ANET) Cisco Systems Nexus/Silicon One systems (CSCO) NVIDIA Spectrum Ethernet & Quantum InfiniBand (NVDA) Hewlett Packard Enterprise incl. Juniper Networks (HPE) Dell Technologies (DELL) Extreme Networks (EXTR) Nokia incl. Infinera (NOK) Ciena (CIEN) ADTRAN (ADTN) Ribbon Communications (RBBN) Huawei (Private) ZTE Edgecore Networks / Accton Quanta Cloud Technology / Quanta Computer UfiSpace (Private) Asterfusion (Private) MERCHANT SILICON SWITCH ASICs Broadcom Tomahawk / Trident / Jericho (AVGO) Marvell Teralynx (MRVL) NVIDIA"
X Link @TheValueist 2025-09-05T14:56Z 2538 followers, 2728 engagements

"$BABA long now or wait"
X Link @TheValueist 2025-10-10T19:05Z 2556 followers, 1787 engagements

"Key networking names had a solid day. Overextended Maybe and well find out in 2026. $ANET $COHR $CIEN $CLS"
X Link @TheValueist 2025-10-09T21:29Z 2526 followers, XXX engagements

"Nice day for the merchant power names. $CEG $VST $TLN $NRG"
X Link @TheValueist 2025-10-09T19:47Z 2626 followers, XXX engagements

"$METC Comprehensive Summary of Ramaco Resources Q2 2025 Earnings Call Call Details Company: Ramaco Resources Inc (METC) Sector/Industry: Energy - Metallurgical Coal & Critical Minerals/Rare Earth Elements Earnings Period: Q2 2025 Call Date: August X 2025 Speakers: - Randall W. Atkins Founder Chairman Chief Executive Officer - Jeremy R. Sussman Executive Vice President & Chief Financial Officer - Christopher L. Blanchard Executive Vice President for Mine Planning and Development - Jason T. Fannin Executive Vice President & Chief Commercial Officer - Michael Woloschuk Executive Vice President"
X Link @TheValueist 2025-10-12T13:26Z 2593 followers, 1480 engagements

"Below are sub $10bn MV TMT names in the Rus 3k with meaningful GAI exposure. Happy digging. --------- AI INFRASTRUCTURE SEMICONDUCTOR PACKAGING METROLOGY & TEST AMKR Amkor Technology Inc ONTO Onto Innovation Inc FORM FormFactor Inc ACLS Axcelis Technologies Inc MKSI MKS Instruments Inc KLIC Kulicke & Soffa Industries Inc PDFS PDF Solutions Inc AI INFRASTRUCTURE POWER DELIVERY & TIMING VICR Vicor Corp SITM SiTime Corp SEMICONDUCTORS CONTROL/EDGE (FPGAs) LSCC Lattice Semiconductor Corp DATA INFRASTRUCTURE (STREAMING SEARCH DATA MANAGEMENT) CFLT Confluent Inc ESTC Elastic NV INFA Informatica Inc"
X Link @TheValueist 2025-09-19T15:41Z 2626 followers, XXX engagements

"Power generation & storage technology SMNEY Siemens Energy AG (ADR): Gas/steam turbines grid equipment and wind (Siemens Gamesa); services-heavy energy OEM. GEV GE Vernova Inc: Gas/steam power on/offshore wind and grid solutions businesses spun from GE. CMI Cummins Inc: Engines and gensets plus electrolyzers and fuelcell systems for lowcarbon power. BE Bloom Energy Corp: Solidoxide fuelcell power systems and electrolyzers for distributed generation. EOSE Eos Energy Enterprises: Zincbased stationary batteries aimed at longduration grid storage. FLNC Fluence Energy Inc: Utilityscale battery"
X Link @TheValueist 2025-10-09T22:49Z 2595 followers, 3037 engagements

"$BE Bloom Energy is emerging as the pureplay SOFC beneficiary of the AI power supercycle but the stock now embeds aggressive utilization and capacity expansion assumptions that heighten execution risk and compress the margin of safety. The nearterm setup is defined by X linked developments: an AIdriven demand shock that is outpacing grid buildouts; Blooms differentiated ability to deliver islanded loadfollowing behindthemeter power on 90day cycles with no battery bridge; and rapidly professionalizing routes to market via utilities and hyperscalers that derisk sales cycles. The Brookfield"
X Link @TheValueist 2025-10-13T13:25Z 2588 followers, XXX engagements

"*NVIDIA: META & ORACLE TO USE SPECTRUM-X ETHERNET SWITCHES $NVDA $ORCL $META $ANET ------------------------ As the racks become more complicated and computationally powerful more customers will default to NVDA Spectrum-X for networking. There is no reason to take on an integration risk when you know NVDA sells a fully compatible and performant end-to-end solution. I have shared a lot about GAI networking over these past few months - you can search my account for more information"
X Link @TheValueist 2025-10-13T15:38Z 2624 followers, XXX engagements

"$AVGO (Wall Street Journal) -- OpenAI and Broadcom are working together to develop and deploy XX gigawatts of custom AI chips and computing systems over the next four years a high-profile partnership aimed at satisfying some of the startup's immense computing needs. OpenAI plans to design its own graphics processing units or GPUs which will allow it to integrate what it has learned from developing powerful artificial-intellligence models into the hardware that underpins future systems. As part of the agreement announced Monday the chips will be co-developed by OpenAI and Broadcom and deployed"
X Link @TheValueist 2025-10-13T13:01Z 2570 followers, XXX engagements

"$MU $SNDK $PSTG $RMBS Here is a concise but deep primer on how modern 3D NAND is manufactured followed by a comprehensive ownerbyowner map of the worlds active NAND wafer fabs suitable for enterprise and hyperscale SSD supply. Citations are embedded where facts matter most. NAND manufacturing process endtoend 3D NAND is built on XXX mm silicon wafers and uses vertical stacking to scale density rather than shrinking XY dimensions the way logic and DRAM do. Most vendors employ a chargetrap cell formed within a cylindrical string that passes through hundreds of stacked dielectric layers; the"
X Link @TheValueist 2025-10-08T18:47Z 2626 followers, 9427 engagements

"$CRDO Credo Technology Q1 FY2026: Comprehensive AI & Data Center Infrastructure Analysis Executive Summary Credo Technology's Q1 FY2026 earnings call reveals the company as a critical enabler of the AI infrastructure revolution with multiple references to AI-driven demand GPU connectivity data center expansion and hyperscaler investments. While Nvidia was mentioned directly multiple times Credo connects to "many GPUs including the big guy in the market" providing essential connectivity solutions for AI clusters ranging from 10000 to X million GPUs. AI Infrastructure - Core Growth Driver"
X Link @TheValueist 2025-10-01T17:26Z 2603 followers, 1035 engagements

"$AMKR Goldman Sachs analyst James Schneider maintains Amkor Tech (NASDAQ:AMKR) with a Neutral and raises the price target from $XX to $26"
X Link @TheValueist 2025-10-10T13:21Z 2551 followers, XXX engagements

"(Bloomberg) -- Australia is considering setting minimum prices for critical minerals and investing in new rare-earth projects as part of a potential resources deal with the US the Age reported Sunday. The government has begun talks with miners about contributing to a A$1.2 billion ($777 million) strategic minerals reserve the newspaper said citing a leaked departmental brief circulated in recent weeks. The proposal under consideration includes possible price floors government-backed loans offtake guarantees and direct investment in Australian projects to bolster local producers. The plan"
X Link @TheValueist 2025-10-12T02:04Z 2567 followers, 1235 engagements

"Here's the answer $HUT"
X Link @TheValueist 2025-10-14T19:04Z 2629 followers, 1085 engagements