@Tze_C Avatar @Tze_C Tze-wei Chong 🇦🇺🧢

Tze-wei Chong 🇦🇺🧢 posts on X about $gmg, $min, $inr, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 29.41% cryptocurrencies 23.53% finance 17.65% currencies 8.82% technology brands 2.94% automotive brands 0.98%

Social topic influence $gmg 10.78%, $min #16, $inr 7.84%, ai 6.86%, $csl 6.86%, $wtc #13, $vul 5.88%, $aru 5.88%, $zip 4.9%, $pls 4.9%

Top accounts mentioned or mentioned by @toy59496 @ryutay @sniffrocks @ryu_tay @ideslenny @blshigh @jsrailton @billackman @apolloresearchc @researchgrizzly

Top assets mentioned Minswap (MIN) Infinity Natural Resources, Inc (INR) Carlisle Companies, Inc. (CSL) ZipRecruiter, Inc. (ZIP) Pulsechain (PLS) APX (APX) Amazy (AZY) Ninja Squad Token (NST) NovaDEX (NVX) Lithium Americas Corp. Common Shares (LAC) Central African Republic Meme (CAR) CargoX (CXO) Honda Motor Co., Ltd. (HMC) Atotech Ltd. (ATC) JAMES HARDIE INDUSTRIES plc. (JHX) Nextracker Inc. (NXT) Ameren, Corp. (AEE) R1 RCM Holdco, Inc. (RCM) Bioventus Inc. (BVS)

Top Social Posts

Top posts by engagements in the last [--] hours

"$BNZ Gold - What has ASIC got to say about yesterday's price/volume given sector"
X Link 2026-02-05T23:24Z [----] followers, [---] engagements

"$CAR is now focused as a dealer protected sales front. Dealers bombarding any private sellers to pick off their listings only to then relist + 10-20% attempted margins"
X Link 2026-02-07T09:48Z [----] followers, [---] engagements

"Cannacord and Ords agree with my speculation - $INR. Even without [--] year mine life at US$7.2K LCE AISC is pretty good. Boron is a significant add. $INR - Recent Long - Most interesting permitted Lithium project moving to development. US$1BN [--] year loan at US Treasury rate from DOE. Trump - push for a 10% equity interest $INR - Recent Long - Most interesting permitted Lithium project moving to development. US$1BN [--] year loan at US Treasury rate from DOE. Trump - push for a 10% equity interest"
X Link 2025-10-06T01:00Z [----] followers, [----] engagements

"$INR - 24c - +30% open Cannacord and Ords agree with my speculation - $INR. Even without [--] year mine life at US$7.2K LCE AISC is pretty good. Boron is a significant add. https://t.co/aeVLUpwj11 Cannacord and Ords agree with my speculation - $INR. Even without [--] year mine life at US$7.2K LCE AISC is pretty good. Boron is a significant add. https://t.co/aeVLUpwj11"
X Link 2025-10-06T23:02Z [----] followers, [----] engagements

"$ZIP Long at close yesterday - Sell side upgrades:"
X Link 2025-10-20T22:50Z [----] followers, [----] engagements

"$ZIP - At bottom of trend band. Strange sector rotation given:"
X Link 2025-10-21T02:32Z [----] followers, [----] engagements

"$CXO with some workable volume"
X Link 2026-01-08T02:46Z [----] followers, [---] engagements

"$AZY been prime gold long of late in small cap - working well"
X Link 2026-01-19T05:25Z [----] followers, [---] engagements

"$NST cost guidance. Which way will algos go"
X Link 2026-01-19T22:56Z [----] followers, [---] engagements

"$AZY - how about a takeover bid"
X Link 2026-01-27T23:58Z [----] followers, [---] engagements

"$MIN - So how confident is the market going into results"
X Link 2026-01-28T00:01Z [----] followers, [---] engagements

"$MIN - Barrenjoey - first out the gate with a PT upgrade to $64. Reset needed to go again"
X Link 2026-01-29T03:11Z [----] followers, [---] engagements

"$PLS - No need to front run tomorrow's results. $MIN preferred at this time post results"
X Link 2026-01-29T04:24Z [----] followers, [---] engagements

"$MIN - overnight broker changes"
X Link 2026-01-29T21:59Z [----] followers, [---] engagements

"$MIN - UBS putting it out there. All eyes on GFEX"
X Link 2026-02-06T00:43Z [----] followers, [---] engagements

"@toy59496 No lawyer required - Note however they will only provide you the registered holders which can be useless if they are the typical bank nominees"
X Link 2026-02-10T04:42Z [----] followers, [--] engagements

"$APX being the standout tech performer on the ASX for the holiday period is absurd TBH"
X Link 2026-01-13T04:10Z [----] followers, [---] engagements

"$APX - Momentum trade - 3x volume No fundamentals needed"
X Link 2026-01-16T00:33Z [----] followers, [---] engagements

"Some Growth co multiples - $360 $WTC $APX $PME"
X Link 2026-01-30T05:17Z [----] followers, [---] engagements

"That Aura x $QOR deal is an interesting spruik. Want to know what the pre-money valuation on that $75M raise in Aura was - rather than the A$72c flash. Putting aside the 17month payback on CAC$ in Aura; The Robert Downy Jr (Iron Man) tie up is amazing🫥"
X Link 2026-02-03T04:12Z [----] followers, [---] engagements

"$MIN - vs rest of I/O and Lithium Long Op"
X Link 2026-02-04T00:19Z [----] followers, [---] engagements

"Anthropic causing a throw away on SAAS; However Datacentre / Link cos sell off provides the clearest long opportunity - e.g $MP1 $GMG etc. given that AI compute increases Adjacencies such as cybersecurity and AI training as well"
X Link 2026-02-04T00:24Z [----] followers, [---] engagements

"Surely $GQG is the AI winner of the moment 🫢"
X Link 2026-02-05T20:35Z [----] followers, [---] engagements

"$REA - broadly in line with consensus though slight down at EBITDA level on HY. Currently 23x NTM EBITDA. The mooted AI impact isn't the issue TBH"
X Link 2026-02-05T22:39Z [----] followers, [---] engagements

"$APX untouched - irrational"
X Link 2026-02-05T23:26Z [----] followers, [---] engagements

"Silver - VWAP trading - what volatility"
X Link 2026-02-06T00:52Z [----] followers, [---] engagements

"Currently Ex-Lithium positions - will review after"
X Link 2026-02-06T01:03Z [----] followers, [---] engagements

"$PLS $MIN $LTR $VUL Slight GFEX recovery however would be looking another 10% drop in equities from here to revisit longs"
X Link 2026-02-06T01:21Z [----] followers, [---] engagements

"Jony Ive truth bomb on the car-industry copying consumer elec: To use touch in a car is something I would never dream of doing." The internal renders look bad until you delve into the physicals and realise Ive has made everything tactile https://www.prndlcars.com/p/what-they-copied-ferrari-luce-jony-ive https://www.prndlcars.com/p/what-they-copied-ferrari-luce-jony-ive"
X Link 2026-02-11T01:34Z [----] followers, [---] engagements

"$PME needs to see a multiple compression surely RBC Capital on Pro Medicus $PME: "Removing 4DX contribution ($149m pre-tax) sees PME miss consensus estimates -2% revenue/-10% EBIT we assume on contract phasing difficulties as the market struggles to estimate multiple large contract win contributions. "FX headwinds also RBC Capital on Pro Medicus $PME: "Removing 4DX contribution ($149m pre-tax) sees PME miss consensus estimates -2% revenue/-10% EBIT we assume on contract phasing difficulties as the market struggles to estimate multiple large contract win contributions. "FX headwinds also"
X Link 2026-02-11T23:37Z [----] followers, [---] engagements

"$AVH - Not too bad; but capital required"
X Link 2026-02-12T22:58Z [----] followers, [---] engagements

"Interested re the market's bear case on $HMC with KKR coming in to support strategy. Doesn't make sense"
X Link 2026-02-12T23:32Z [----] followers, [---] engagements

"$WTC - No position but on the Strat long list. $WTC should acquire $RIME:NDQ - though not sure how legitimate a Karaoke machine company is in AI - perhaps a bit of "vibe" coding there"
X Link 2026-02-12T23:34Z [----] followers, [---] engagements

"@toy59496 @ideslenny $ATC has had a rather 'interesting' past"
X Link 2026-02-13T01:49Z [----] followers, [--] engagements

"Recently had an intelligent discussion regarding Chinese minerals strategy / ownership and it is pretty clear that the "dirtiness" of source material is irrelevant. Dirty Nickel etc all game"
X Link 2026-02-13T02:49Z [----] followers, [---] engagements

"$SYR - Restart of production. Long-watch on Graphite based on jurisdiction"
X Link 2025-06-19T00:02Z [----] followers, [---] engagements

"$TTX - Interesting IPO today - Need to consider further. Bit of closing games though and there is a bit of fluff in the whole "SAAS for smart medicine" spiel IMHO"
X Link 2025-06-30T06:31Z [----] followers, [---] engagements

"$TYR - Looking for a close above [--] to support BFlag - Been a laggard of late however looking interesting (Held)"
X Link 2025-07-10T02:32Z [----] followers, [---] engagements

"$TYR mgmt view is that RBA proposal is at worst neutral with upside given product structure etc. Good opp today (Held) Does this become a MAC on the $SMP deal $TYR is much better placed with 30% reliant on surcharge vs 80% of $SMP RBA proposes complete ban on card surcharging saving shoppers $1.2b https://t.co/0INWcc9KXw Does this become a MAC on the $SMP deal $TYR is much better placed with 30% reliant on surcharge vs 80% of $SMP RBA proposes complete ban on card surcharging saving shoppers $1.2b https://t.co/0INWcc9KXw"
X Link 2025-07-15T06:59Z [----] followers, [---] engagements

"Anti-Dumping tariffs on Graphite will have benefit non-Chinese jurisdictions by increasing global price floor. Focus on stable jurisdictions - AU EU etc - $RNU $NVX $TLG to start with"
X Link 2025-07-17T23:37Z [----] followers, [---] engagements

"Hmm $TYR looks (Held)"
X Link 2025-07-25T06:09Z [----] followers, [---] engagements

"Local interest rate beneficiaries - REITS Data centres - $GMG $DGT etc. Certain tech names for continuation - $WTC"
X Link 2025-07-30T05:45Z [----] followers, [---] engagements

"$GMG - Interesting capture from Coppo. Macro tailwinds IMHO (Held) Local interest rate beneficiaries - REITS Data centres - $GMG $DGT etc. Certain tech names for continuation - $WTC Local interest rate beneficiaries - REITS Data centres - $GMG $DGT etc. Certain tech names for continuation - $WTC"
X Link 2025-07-31T03:04Z [----] followers, [---] engagements

"$GMG - Pretty long into results next week. Historically has reported well and outperformed. Yield risks should be neutral at the moment IMHO"
X Link 2025-08-15T02:31Z [----] followers, [---] engagements

"$CSL - $229 Oct [----] lows - could be of interest. 20x FY26 P/E ratio on a 10% earnings growth company (Entry considered)"
X Link 2025-08-19T03:49Z [----] followers, [----] engagements

"$GMG market reaction provides opp IMHO. (Held)"
X Link 2025-08-25T02:07Z [----] followers, [---] engagements

"Whilst $CSL and $JHX are arguably battling against structural change and growth profiles; $WOW (no pos) and $WTC (long) are different (also between both cases). The few days post reporting will be interesting https://www.afr.com/chanticleer/even-poor-old-woolworths-can-t-hide-from-the-quant-quake-20250827-p5mqet https://www.afr.com/chanticleer/even-poor-old-woolworths-can-t-hide-from-the-quant-quake-20250827-p5mqet"
X Link 2025-08-27T23:10Z [----] followers, [---] engagements

"$GMG - Long at current levels. Balance sheet strength and Data centre pipeline attractive IMHO Recent reversal on reporting was a rare historical occurrence"
X Link 2025-08-28T06:47Z [----] followers, [---] engagements

"@ryu_tay Need Coreweave type plays. otherwise $GMG balance sheet/portfolio is prime. $DGT needs to tie up with Firmus"
X Link 2025-08-28T08:09Z [----] followers, [---] engagements

"$NXT - Sell-side analysts haven't thrown up too much about FY26 Capex increase. Nominally long $NXT - but I still like $GMG Balance Sheet"
X Link 2025-08-28T23:11Z [----] followers, [---] engagements

"$AEE - reviewing this again - see that AISC has increased to more realistic levels"
X Link 2025-09-11T23:46Z [----] followers, [---] engagements

"$RCM - Tribeca Sprott Jupiter. Haven't looked close enough at asset however this recap is interesting"
X Link 2025-09-17T05:06Z [----] followers, [---] engagements

"$TYR - So who picked up 15MM and sold yesterday @$1.20"
X Link 2025-09-19T04:26Z [----] followers, [---] engagements

"$BVS vs $NXL: Interesting compare and contrast (Noting this BVS hasn't been updated for yesterday - 22% EBITDA margin FY26 at mid point)"
X Link 2025-10-01T23:29Z [----] followers, [---] engagements

"Just as a reference 33c $INR when Rhyolite Ridge was permitted in Oct [--]. US$1.9BN unlevered NPV. Almost $2K / Tonne less AISC than $LAC Surprised Trump hasn't knocked on the door for 5% equity - $INR - 24c - +30% open $INR - 24c - +30% open"
X Link 2025-10-06T23:10Z [----] followers, [----] engagements

"$WTC - @$85 - Sell side FY26 estimates vs Price Targets. Ripe for a rotation (long) - (If Richard is done)"
X Link 2025-10-07T23:29Z [----] followers, [----] engagements

"$PCK - Having previously been involved in the RAC sector. the simple question is why has there been limited revenues here in Oz to-date and how will that differ in the US"
X Link 2025-10-08T01:22Z [----] followers, [---] engagements

"$INR - Sell side getting excited with capital markets - BPotter with 36c initiation. 50% project selldown / Equity next logical step. Re-rate (long) Just as a reference 33c $INR when Rhyolite Ridge was permitted in Oct [--]. US$1.9BN unlevered NPV. Almost $2K / Tonne less AISC than $LAC Surprised Trump hasn't knocked on the door for 5% equity - https://t.co/0mvP3Hl7yR Just as a reference 33c $INR when Rhyolite Ridge was permitted in Oct [--]. US$1.9BN unlevered NPV. Almost $2K / Tonne less AISC than $LAC Surprised Trump hasn't knocked on the door for 5% equity - https://t.co/0mvP3Hl7yR"
X Link 2025-10-08T04:11Z [----] followers, [----] engagements

"$INR x $IONR +18% overnight (Scaled long) $INR - Sell side getting excited with capital markets - BPotter with 36c initiation. 50% project selldown / Equity next logical step. Re-rate (long) https://t.co/yXrQIX0GVK $INR - Sell side getting excited with capital markets - BPotter with 36c initiation. 50% project selldown / Equity next logical step. Re-rate (long) https://t.co/yXrQIX0GVK"
X Link 2025-10-08T22:19Z [----] followers, [---] engagements

"$ARU - Won't be holding into tomorrow when SPP lands"
X Link 2025-10-13T00:35Z [----] followers, [---] engagements

"For ASX - from the chart [--]. $INR [--]. $EUR / $EURO - $CRML [--]. $NVX Maybe the most important chart in the stock market right now Some of my favs - Rare earths $USAR $MP $CRML $UAMY $NB $UUUU - Copper $SCCO $FCX - Lithium $ALB $SQM - Graphite $NVX - Uranium $LEU $UEC $CCJ https://t.co/f9Quog0pLj Maybe the most important chart in the stock market right now Some of my favs - Rare earths $USAR $MP $CRML $UAMY $NB $UUUU - Copper $SCCO $FCX - Lithium $ALB $SQM - Graphite $NVX - Uranium $LEU $UEC $CCJ https://t.co/f9Quog0pLj"
X Link 2025-10-13T20:26Z [----] followers, [---] engagements

"@toy59496 $INR is the same as $IONR"
X Link 2025-10-13T21:22Z [----] followers, [---] engagements

"$ARU - OK - maybe yesterday was too early an exit"
X Link 2025-10-14T04:21Z [----] followers, [---] engagements

"Long: back to basics today at scale - $ALL $CSL etc"
X Link 2025-10-15T22:42Z [----] followers, [---] engagements

"$GMG - this should be $38+ IMHO (Long)"
X Link 2025-10-16T05:11Z [----] followers, [---] engagements

"BNPL - $ZIP Long today at close - post results"
X Link 2025-10-20T05:15Z [----] followers, [---] engagements

"Heavy Rare Earths resources first to receive EXIM: $NTU and $VHM"
X Link 2025-10-20T22:47Z [----] followers, [---] engagements

"$ZIP. Long position again - Lets see"
X Link 2025-10-21T23:03Z [----] followers, [---] engagements

"$ZIP - Pretty key trend threshold right now"
X Link 2025-10-23T01:20Z [----] followers, [---] engagements

"$CSL - Why do we even bother"
X Link 2025-10-27T23:07Z [----] followers, [---] engagements

"$CSL - Retail brokers (Commsec / Westpac etc) sucking up the buys today"
X Link 2025-10-28T00:38Z [----] followers, [---] engagements

"$ARU - Didn't participate due to [--] tranche structure. Also noting NdPr price backing NPV. Probably wrong choice or not"
X Link 2025-10-28T22:52Z [----] followers, [---] engagements

"@SniffRocks Floor price - so how about for $LYC output"
X Link 2025-10-28T23:56Z [----] followers, [--] engagements

"@SniffRocks Unlevered IRR 18% - Looks OK until we see NdPR pricing of $120+ US DOD set incentive price of $110 recently for MP. Few hoops here. but we are talking about A$500M EV post raise at the moment if it all works"
X Link 2025-10-29T00:05Z [----] followers, [--] engagements

"$CSL - wake me up at $150. and even then"
X Link 2025-10-29T04:01Z [----] followers, [---] engagements

"$CSL - fundies trying to jawbone that it is cheap"
X Link 2025-10-30T04:51Z [----] followers, [---] engagements

"$GMG Goodman Outlook looks stable/positive. Accumulate on any weakness IMHO (Long)"
X Link 2025-11-04T22:49Z [----] followers, [---] engagements

"$IPX - good opportunity for intraday on this thanks to Spruce. Equally though when a short report full of guff comes out it annoys me when they have an opportunity to close out"
X Link 2025-11-17T05:08Z [----] followers, [---] engagements

"$VUL - Oof overhang indeed $4 to get it away (Not held currently)"
X Link 2025-12-02T22:51Z [----] followers, [---] engagements

"$BOE: - 18/6: +++ "Fully committed to delivering" - 24/7: Craib step down. COO Dusci -- MD - 28/7: - - - "Identified potential challenges to delivering name plate capacity" - 18/12: FY26 will be achieved but EFS withdrawn. Dusci joined 24; can he fix this shitshow"
X Link 2025-12-17T23:23Z [----] followers, [---] engagements

"Expect money flows from $BOE into $DYL / $PDN"
X Link 2025-12-19T04:21Z [----] followers, [---] engagements

"$NST - Won't take any intellectual credit for enjoying the holiday break rather than taking a position pre NY. Tough Ops update - opportunity potentially"
X Link 2026-01-02T00:38Z [----] followers, [---] engagements

"$VUL - opp post placement has played out nicely. $ARU hmm"
X Link 2026-01-06T03:12Z [----] followers, [---] engagements

"$VUL - Long position currently - NY research:"
X Link 2026-01-12T01:21Z [----] followers, [---] engagements

"Scale positions in Lithium playing out well - $MIN $PLS $IGO. Smaller $GLN $INR $VUL etc LG Chem results were concerning - however GFEX performance has been strong"
X Link 2026-01-13T05:13Z [----] followers, [---] engagements

"@BLSHigh Have to admit they have had some good picks in the past - Agree re $AZY being prime"
X Link 2026-01-14T19:46Z [----] followers, [---] engagements

"$IPX - Not to say that DoW funding grants are not under-table bollocks; however that short report I still maintain made no sense"
X Link 2026-01-15T23:00Z [----] followers, [---] engagements

"$MTH - -5% really on those drills given silver prices"
X Link 2026-01-20T00:44Z [----] followers, [---] engagements

"$ARU - REE - placement levels re-tested. Long risk/reward attractive"
X Link 2026-01-22T05:12Z [----] followers, [---] engagements

"$AGE - New life with new MD / refocus on a development strategy - long / interesting"
X Link 2026-01-27T23:07Z [----] followers, [---] engagements

"$DVP - Thats sufficient for me right now - good run"
X Link 2026-01-28T03:24Z [----] followers, [---] engagements

"Exited $PLS $IGO $LTR; scaled down $MIN $VUL. Lets see from here given GFEX etc"
X Link 2026-01-28T21:58Z [----] followers, [---] engagements

"$DYL - another 10% day - Largest Uranium position"
X Link 2026-01-29T00:52Z [----] followers, [---] engagements

"$PLS - Lower production vols and higher Op Cost. hmm"
X Link 2026-01-29T22:23Z [----] followers, [---] engagements

"REE Taco Remembering that Albo has kept price protection as a proposal for Aussie REE - eg $ARU etc"
X Link 2026-01-30T04:35Z [----] followers, [---] engagements

"@jsrailton @BillAckman What is the stop valve on all of this in seriousness. Science fiction is a reality"
X Link 2026-01-30T21:30Z [----] followers, [---] engagements

"@ryu_tay What's Gem saying on connects like MP1 or back to basics AI token/data-centres or chips"
X Link 2026-02-04T23:33Z [----] followers, [---] engagements

"@ryu_tay Cheers - love the AI language used - I do like $MP1"
X Link 2026-02-05T22:21Z [----] followers, [--] engagements

"@ApolloResearchC @ResearchGrizzly $EOS has always had a grey history - the Korean counterparty if accurate is amateur hour"
X Link 2026-02-06T03:59Z [----] followers, [---] engagements

"#Uranium #ASX - our comp table updated for yesterday's close - DYOA and feel free to DM if there are errors"
X Link 2022-03-10T21:55Z [----] followers, [--] engagements

"$QAN - Looking interesting (Held) $WES - will $1.50 capital return save a flat result (Held)"
X Link 2025-08-27T23:46Z [----] followers, [---] engagements

"From a SAAS perspective - those that are most at threat are where there are "seats" based pricing vs outcomes. Which SAAS can pivot to accommodate for agent integration. Right now however its about broadbased sell first - its too hard to know attitude Anthropic causing a throw away on SAAS; However Datacentre / Link cos sell off provides the clearest long opportunity - e.g $MP1 $GMG etc. given that AI compute increases Adjacencies such as cybersecurity and AI training as well Anthropic causing a throw away on SAAS; However Datacentre / Link cos sell off provides the clearest long opportunity"
X Link 2026-02-04T00:57Z [----] followers, [---] engagements

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