@anni_sen Avatar @anni_sen Anni

Anni posts on X about $uamy, bitcoin, $btc, in the 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 35.09% finance 26.32% cryptocurrencies 15.79% technology brands 15.79% countries 6.14% currencies 2.63% financial services 1.75% fashion brands 0.88% exchanges 0.88% social networks 0.88%

Social topic influence $uamy #19, bitcoin 7.02%, $btc #3468, in the 5.26%, crypto #4383, $googl 5.26%, $crdo #79, $rmbs #5, ceo 4.39%, business 4.39%

Top accounts mentioned or mentioned by @joedab12 @peacetee2021 @midnightcaptl @saynototrading @gubloinvestor @jakubkoucky1 @jonnagap @jonahlupton @kingkang80 @treasurybill @jbulltard1 @nyseuamy @mukund @dissectmarkets @waltek192 @usacbull @edgecgroup @edgeofpower @firstadopter @tigerh11d

Top assets mentioned Bitcoin (BTC) Alphabet Inc Class A (GOOGL) Credo Technology Group Holding Ltd (CRDO) Rambus Inc (RMBS) Robinhood Markets, Inc. (HOOD) TeraWulf Inc. (WULF) Amazon.com, Inc. (AMZN) Cipher Mining Inc. Common Stock (CIFR) Uber Technologies, Inc. (UBER) Microsoft Corp. (MSFT) Intel Corporation (INTC) Iris Energy Limited (IREN) Now Coin (NOW) Rubrik, Inc. (RBRK) GitLab Inc. (GTLB) Micron Technology, Inc. (MU) The Official [--] coin (76) Nebius Group N.V. Class A Ordinary Shares (NBIS) CoreWeave, Inc (CRWV) UNIPOLY (UNP) Metadium (META) Ambarella, Inc. Ordinary Shares (AMBA) WIX.com Ltd. (WIX) USA Rare Earth, Inc. Class A Common Stock (USAR)

Top Social Posts

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

"@joedab12 It will stay there for a while. Best is to invest in companies where their capex spend is going $CRDO $RMBS $MU"
X Link 2026-02-12T16:27Z [----] followers, [---] engagements

"$INTC I worked at Intel during transition of Brian Krzanich to its then CFO Bob Swan. Swan took care of closing loss making divisions but did little for innovation at Intel. Between inept management work culture lack of competitive moat it was a broken company. In [----] Intels revenue hit 71B and FCF 14B. It squandered that loot into hiring more inefficient leaders like Murthy from $QCOM. Gelsinger from VMWare was a good leader but inherited a company so behind in CPU processor architecture unable to keep up in the AI compute race. They had good engineers sufficient capital but lack of vision"
X Link 2024-12-02T15:34Z [----] followers, 81.9K engagements

"CREDO ( my article and Buy/Sell targets published Jan 212026) Subject: The Invisible Infrastructure Play with 170% Growth While the market chases crowded GPU trades a quiet revolution is happening in the plumbing of the data center. There is one company http://x.com/i/article/2020992333379141634 http://x.com/i/article/2020992333379141634"
X Link 2026-02-09T22:46Z [----] followers, [---] engagements

"Interesting that $SLV went from $66 to $76 in [--] trading days. CRYPTO bros are likely again in this trade we will continue see volatility in silver prices. This is their new shiny toy"
X Link 2026-02-09T22:52Z [----] followers, [----] engagements

"Gary whatever needs to be done on $UAMY numbers we are cool with BIllions Hopefully General Keane is making lots of trips to Washington. Thanks for the video @USAC_Bull "It probably needs to be a billion maybe even $2 billion. It's not just the United States it's NATO Australia other countries around the world" Gary Evans $UAMY CEO. FOX Business w/ Maria https://t.co/IaXHGkiTcB "It probably needs to be a billion maybe even $2 billion. It's not just the United States it's NATO Australia other countries around the world" Gary Evans $UAMY CEO. FOX Business w/ Maria https://t.co/IaXHGkiTcB"
X Link 2026-02-10T16:28Z [----] followers, [----] engagements

"$RMBS CFO resigns https://finance.yahoo.com/news/rambus-announces-departure-chief-financial-210100307.html $RMBS my thoughts on Rambus earnings call with the osat issue and The Specifics of the "Double-Digit Million" Hit in Q1 [----]. Yes teh memory mareht has been uber hot but a hiccup like this will likely see "sideways to down" during the quarter of the impact. Investors want to https://finance.yahoo.com/news/rambus-announces-departure-chief-financial-210100307.html $RMBS my thoughts on Rambus earnings call with the osat issue and The Specifics of the "Double-Digit Million" Hit in Q1 2025."
X Link 2026-02-10T21:45Z [----] followers, [----] engagements

"$HOOD will look attractive in $50s-$60s. Not here. They need to fix their app to compete with serious investors. Not surprised $HOOD is down. After all another trading platform albeit one that has been hugely popular with younger folks. I opened a $HOOD account in December. I dont find it as intuitable a trading platform like Fidelity or Etrade. Being on Robinhood is always an exhaustive Not surprised $HOOD is down. After all another trading platform albeit one that has been hugely popular with younger folks. I opened a $HOOD account in December. I dont find it as intuitable a trading"
X Link 2026-02-11T15:18Z [----] followers, [----] engagements

"The lengthening depreciation cycle and CAPEX HEAVY HYPERSCALER Balance sheet. Something most of us knew but had to defend. $META $GOOGL $IREN $NBIS $CRWV Compare that will railways $UNP which report depreciation as a stand-alone operating expense on the income statement From WSJ👇🏽 Agree with Cramer here. One upping each other on CAPEX How BIG is it going to be next year Why should anyone pay 30PE for high capex companies $GOOGL $AMZN Agree with Cramer here. One upping each other on CAPEX How BIG is it going to be next year Why should anyone pay 30PE for high capex companies $GOOGL $AMZN"
X Link 2026-02-12T15:34Z [----] followers, 15.9K engagements

"$SLV and $BTC are my new metrics to gauge market risk on or off. Both sliding"
X Link 2026-02-12T16:29Z [----] followers, [----] engagements

"Whos brave enough to buy here. So many good opportunities"
X Link 2026-02-12T16:36Z [----] followers, [----] engagements

"The [--] names in Sundays article are up 0.97% 0.33% and the other even today. This sector is not a bad place to hide now they also boast very healthy dividends to add income in uncertain times. Give it a read. Not bad given $QQQ is down 1.63%. https://t.co/kUCg9Nddda https://t.co/kUCg9Nddda"
X Link 2026-02-12T16:53Z [----] followers, [----] engagements

"https://open.substack.com/pub/senanni/p/the-whys-of-crypto-selloff-the-needr=1gvtib&utm_medium=ios https://open.substack.com/pub/senanni/p/the-whys-of-crypto-selloff-the-needr=1gvtib&utm_medium=ios"
X Link 2026-02-12T16:54Z [----] followers, [---] engagements

"Saylor does not look this hot nor is $BTC a store of value. Move on. Bitcoin into the weekend. https://t.co/4uWGKaBrqK Bitcoin into the weekend. https://t.co/4uWGKaBrqK"
X Link 2026-02-13T19:50Z [----] followers, [----] engagements

"$WULF Just Closed a $1.3B Debt Raise Through a JV (TeraWulf 50.1% / Fluidstack 49.9%) subsidiary Flash Compute issued $1.3B of 7.25% Senior Secured Notes due [----] fully non-recourse to parent TeraWulf. Proceeds fully fund construction of the 638k sq ft Abernathy HPC campus in Texas plus: $149M debt service reserve (covers 18-24 months interest + initial amortization) $75M cash collateral for LC ZERO shareholder dilution Strong project-level security + $100M capped completion guarantee Scheduled amortization only post-completion Make-whole call early then standard call schedule"
X Link 2026-01-02T22:31Z [----] followers, [----] engagements

"$AMBA up 4.58% today and up another 1.55% AH. $AMBA up 3% today. Their CV3 chips run the neural networks for autonomous flight/DRONES. $AMBA up 3% today. Their CV3 chips run the neural networks for autonomous flight/DRONES"
X Link 2026-01-06T21:31Z [----] followers, [----] engagements

"@SayNoToTrading Thoughts on $WIX"
X Link 2026-01-23T00:04Z [----] followers, [---] engagements

"@alexelle17 imo $UMAY. $USAR equity dilution but w tailwind who knows"
X Link 2026-01-26T20:02Z [----] followers, [---] engagements

"Here is a take on SaaS catalyst(IF)- $NOW $RBRK $GTLB Another viewpoint is that semiconductor-related stocks are becoming crowded while software stocks are oversold. If AI doesn't end up disrupting software hedge funds will flood back into the industry resulting in a significant rerating to the upside. Some helpful positioning data ahead of $MSFT and $NOW's earnings. Some helpful positioning data ahead of $MSFT and $NOW's earnings"
X Link 2026-01-28T18:03Z [----] followers, [----] engagements

"@midwit_capital I own $GTLB. just checked if google still owns a stake it does not list google. Ha"
X Link 2026-01-28T19:37Z [----] followers, [---] engagements

"This is another issue- liquidity USD/JPY rate has fallen meaningfully in recent weeks/days of January [----] meaning the yen has strengthened"
X Link 2026-01-30T20:07Z [----] followers, [---] engagements

"So what happens to Bitcoin miners pivoted to HPC when BTC is free falling. $MARA $RIOT $CIFR $WULF STRESS TESTING BITCOIN MINERS against various BTC prices. This article is from late last year and BTC holdings may have changed but still relevant to address their risk profile Give it a read. https://twitter.com/i/web/status/2017655345372664011 https://twitter.com/i/web/status/2017655345372664011"
X Link 2026-01-31T17:44Z [----] followers, [----] engagements

"$UAMY $CRML strengthen their board with military brass hoping their Pentagon ties help secure USG critical minerals deals. Now that CRITICAL MINERALS is being highlighted in WSJ it has gone mainstream - I wrote my article on Jan19th [--] and buy alert Dec [----]. My latest article tackles some more names I am watching to add during market rout medium sized companies that have been thrown out like baby with the bath water. https://twitter.com/i/web/status/2018138230257021186 https://twitter.com/i/web/status/2018138230257021186"
X Link 2026-02-02T01:43Z [----] followers, [----] engagements

"$SNDK chart [----] will mirror $SMCI in [----]. I have no doubt. If I am wrong you will never see this post again"
X Link 2026-02-02T17:31Z [----] followers, 24.9K engagements

"The next big returns will come from the most hated names of today $BMNR $ETH $BTC. Will have to be patient. April lows for $ETHA is still a lot lower than todays price of $17"
X Link 2026-02-02T19:51Z [----] followers, [----] engagements

"@Gubloinvestor How"
X Link 2026-02-03T02:24Z [----] followers, [---] engagements

"$APP thats a sharp drop. As tempted I am will wait for more capitulation"
X Link 2026-02-03T15:43Z [----] followers, [----] engagements

"$UAMY $REMX EU Pushes Rare Earth Mineral Partnership With US To Cut China Reliance https://t.co/0UPmv3lvaN EU Pushes Rare Earth Mineral Partnership With US To Cut China Reliance https://t.co/0UPmv3lvaN"
X Link 2026-02-03T19:19Z [----] followers, [----] engagements

"@nataninvesting If $PYPL has gone nowhere is last [--] years while $V $MA $AXP has done well there is a fundamental issue w their business model and management. Time to move on"
X Link 2026-02-04T00:54Z [----] followers, [----] engagements

"@kingkang80 You are the only hope in this market"
X Link 2026-02-04T16:07Z [----] followers, [---] engagements

"The "Contrarian Insight" Everyone is blaming the SaaS crash on "AI replacing software" or panicking over the USD/JPY pair. They are missing the $1 Trillion elephant in the room. The Real Culprit: The Crypto Wealth Shock. Bitcoin didn't just correct; it collapsed. 📉 Peak: $125k 📉 Now: $72K 💸 Wealth Vaporized: 1T That is nearly $1 Trillion in collateral and capital gains wiped off the ledger. When you delete that much liquidity from the system leverage blows up. The margin calls don't stop at crypto they spill into equities. Funds are selling software and semis not because they hate the"
X Link 2026-02-04T17:41Z [----] followers, [----] engagements

"$GOOGL massive capex spend $185B in [----] or roughly $500M a day directly translates to compute and energy among the bigger spends. They already have partnership with Fluidstack to build data center along with $CIFR and $WULF. Its again time to revisit $WULF in particular Paul Prager is a CEO who knows how to build a data center to supply shell and power. $GOOGL recent purchase of Intersect for $4.75B allows it to apply standalone wind and solar power to data center. Intersect which is already working on several Google projects pivoted in recent years from developing stand-alone wind and solar"
X Link 2026-02-04T23:12Z [----] followers, [----] engagements

"Bitcoin $BTC bottoms around [-----] [-----] [--] [-----] [-----] [-----] [--] 17000"
X Link 2026-02-05T15:12Z [----] followers, [----] engagements

"I get they have to spend to stay ahead of the curve. Yes cellular companies like Verizon and ATT had to invest what happened margins and market cap took a hit. Now question is $AMZN $GOOGL taking on debt to build Then part of FCF goes to pay interest if they dont get ROIC they default. There can be 2-3 companies surviving w this level of capex spend. https://twitter.com/i/web/status/2019565909606871186 https://twitter.com/i/web/status/2019565909606871186"
X Link 2026-02-06T00:16Z [----] followers, [---] engagements

"Michael Burry likes $LULU 🤣🤣 $LULU vs $RL As a Canadian this hurts. https://t.co/LPYy6k907f $LULU vs $RL As a Canadian this hurts. https://t.co/LPYy6k907f"
X Link 2026-02-07T18:09Z [----] followers, [----] engagements

"@swalters Very true Scott. Ray Dalio is advising 10% allocation to gold. Whats your thought on silver as a percentage of allocation Its been more volatile"
X Link 2026-02-07T19:39Z [----] followers, [---] engagements

"@Midnight_Captl Leopold was fired from OpenAI used LLM to write his famous white paper and invested in Intel and bitcoin miners nothing genius about him"
X Link 2026-02-07T20:26Z [----] followers, [----] engagements

"@treasury_bill @Midnight_Captl What vision Re: $INTC this was well understood. The investment by the US government in $MP tells me key assets are being secured by the US govt. Took a stake in $INTC . @EdgeCGroup The investment by the US government in $MP tells me key assets are being secured by the US govt. Took a stake in $INTC . @EdgeCGroup"
X Link 2026-02-07T20:42Z [----] followers, [---] engagements

"@treasury_bill @Midnight_Captl Dylan Patel has been saying that since [----]. He is friends with Dwarkesh and Dylan"
X Link 2026-02-07T20:44Z [----] followers, [---] engagements

"@edge_of_power So if you had to select a Neocloud for [----] which one wd it be and why"
X Link 2026-02-07T20:49Z [----] followers, [---] engagements

"@jbulltard1 How does he still have 112k followers"
X Link 2026-02-07T20:53Z [----] followers, [---] engagements

"@firstadopter Good question. I wd think the most traded and liquid equities tokenized makes sense. Blackrock looking for new product revenue"
X Link 2026-02-07T20:54Z [----] followers, [---] engagements

"@joedab12 @AP_stocks @i_manage_risk How about LUMN"
X Link 2026-02-07T21:25Z [----] followers, [--] engagements

"@TigerH11D @Midnight_Captl @ilyasut Never said I was a genius. But thanks for the compliment"
X Link 2026-02-08T01:33Z [----] followers, [--] engagements

"@theahmedjaffery @Midnight_Captl Cool"
X Link 2026-02-08T01:34Z [----] followers, [--] engagements

"@edge_of_power I have held $WULF before. Based on my calcs their $/MW is highest. I cd be wrong on the numbers. Held $CIFR too. Colocation makes the most sense to me as its lower capex wo need to setup SPVs for GPU or build software quicker setup"
X Link 2026-02-08T01:46Z [----] followers, [---] engagements

"@ekwufinance What are your favs among gold miners and is US based gold miners safer than say Canadian ones"
X Link 2026-02-08T02:15Z [----] followers, [---] engagements

"$UAMY Sole source [--] year contract at $245M with price $25/lb of antimony $106M industrial customer contract of [--] years. Revenue guidance of $125M for [----]. Revenues in [----] $14M2025 $39M. Thats 320% projected revenue growth. for [----]. @NYSE_UAMY Can we get a clarification on price floors https://728a6835-c471-4ca5-90de-39ab017faaa5.filesusr.com/ugd/3b68bf_1287885e07634d2d866c1a3753dc3079.pdf https://728a6835-c471-4ca5-90de-39ab017faaa5.filesusr.com/ugd/3b68bf_1287885e07634d2d866c1a3753dc3079.pdf"
X Link 2026-02-09T16:31Z [----] followers, [----] engagements

"@davey_juice Price action on $RBRK is weird"
X Link 2026-02-09T16:48Z [----] followers, [---] engagements

"@joedab12 @NYSE_UAMY Holding Joe in any spat w China this can spike. Currently being manipulated by institutions. My price target is mid teens. Overall institutions have been accumulating"
X Link 2026-02-09T17:42Z [----] followers, [---] engagements

"I told my subs to buy $CRDO [--] wks back. With a little choppiness last week its up 22% AH w stellar earnings. https://finance.yahoo.com/news/credo-provides-preliminary-third-quarter-210500379.html https://finance.yahoo.com/news/credo-provides-preliminary-third-quarter-210500379.html"
X Link 2026-02-09T21:14Z [----] followers, [----] engagements

"@benitoz @UCSDJacobs Go Tritons April [--] there is a good AI conference in San Diego in case you are interested- https://tiesandiego.com/tectonic-shifts-2026#speakers https://tiesandiego.com/tectonic-shifts-2026#speakers"
X Link 2026-02-10T00:43Z [----] followers, [--] engagements

"@disruptorinvest Yes but stocks are showing divergent behavior which is a worry"
X Link 2026-02-10T00:52Z [----] followers, [--] engagements

"@disruptorinvest Huge guide from $CRDO adding visibility on AEC for another 4B by [----]. On $UAMY this has become a traders delight. Too volatile"
X Link 2026-02-10T01:45Z [----] followers, [---] engagements

"@wyotoods @USAC_Bull @NYSE_UAMY Yes ceo can hype but this is now more a geopolitical play. One USG stake news and it can jump. It can also fall bc they are running behind on their smelter"
X Link 2026-02-10T15:50Z [----] followers, [--] engagements

"@LiebermanAustin @bipulsinha Why You dont think CEOs shd have emotional expression Which MBA school taught you that"
X Link 2026-02-10T15:58Z [----] followers, [---] engagements

"@jbulltard1 SaaS carnage. It owns Base44 which builds websites for a fee then everyone figured out Claude can do it for free"
X Link 2026-02-10T20:03Z [----] followers, [---] engagements

"@kingkang80 Whats your thinking here crypto related earnings fall"
X Link 2026-02-10T20:34Z [----] followers, [---] engagements

"@EdgeCGroup Monster run shd have bought more"
X Link 2026-02-11T15:13Z [----] followers, [---] engagements

"@RealJimChanos Valid point. $HOOD 24/7 trading and crypto features are effectively gamified gimmicks that distract from the fact that in a hyper-competitive brokerage market these innovations haven't actually translated into realized gains for the retail crowd"
X Link 2026-02-11T18:50Z [----] followers, [----] engagements

"@Stockkof They want to compete w Kalshi and Polymarket who are already ahead"
X Link 2026-02-12T02:12Z [----] followers, [--] engagements

"@Gubloinvestor @mukund @CNBC Only place worth living is San Diego:)"
X Link 2026-02-12T02:16Z [----] followers, [--] engagements

"@Venu_7_ Both $HOOD and $SOFI need further consolidation. I dont think betting will give them the catalyst wo fixing trading platform"
X Link 2026-02-12T06:23Z [----] followers, [---] engagements

"@buccocapital I liked Oz at $SPHR Vegas. They are opening in Maryland. If they bring live sports that may be interesting"
X Link 2026-02-12T16:19Z [----] followers, [--] engagements

"@Venu_7_ I wd rather be in drones and robots than last years fintech heros"
X Link 2026-02-12T17:13Z [----] followers, [---] engagements

"@Jakubkoucky1 No fintech till rate cuts"
X Link 2026-02-12T20:39Z [----] followers, [---] engagements

"@PeaceTee2021 Watching some space names $RDW $PL. also $SLV"
X Link 2026-02-12T21:47Z [----] followers, [---] engagements

"@accounting_ds @spacanpanman Reading $TI docs Trina Solar selling is good. Cleanup cap table. Sold 160M solar credits Austin solar fab annual capacity of 2.1GW w second phase at 3.2MW How do they finance this build that will cost 400M - 425M investment. Convertible equity dilution"
X Link 2026-01-24T01:53Z [----] followers, [---] engagements

"Buy the right critical mineral companies - $UAMY"
X Link 2026-02-02T16:38Z [----] followers, [----] engagements

"I had a limit order at $81 (200d) for $RMBS. On a day when Nasdaq was down 1.75% this memory interface maker seems to have recovered from its post earnings glitch. Go figure. $RMBS my thoughts on Rambus earnings call with the osat issue and The Specifics of the "Double-Digit Million" Hit in Q1 [----]. Yes teh memory mareht has been uber hot but a hiccup like this will likely see "sideways to down" during the quarter of the impact. Investors want to $RMBS my thoughts on Rambus earnings call with the osat issue and The Specifics of the "Double-Digit Million" Hit in Q1 [----]. Yes teh memory mareht"
X Link 2026-02-04T21:50Z [----] followers, [----] engagements

"You cant VIBE CODE a Hershey $HSY Up 6% today. How can one say NO to chocolate 😋 I dont see TECH doing much w Warsh. Precious metals critical minerals is the place to be. Also VALUE names. Railways transportation paint whatever unsexy name one can think of. Sorry I dont make the rules. I dont see TECH doing much w Warsh. Precious metals critical minerals is the place to be. Also VALUE names. Railways transportation paint whatever unsexy name one can think of. Sorry I dont make the rules"
X Link 2026-02-05T16:37Z [----] followers, [----] engagements

"$HIMS there is no reason to invest in stocks with potential lawsuits. $NVO is the only oral weight loss drug currently available. https://www.fiercepharma.com/pharma/after-hims-compounded-wegovy-pill-upset-fdas-makary-pledges-crackdown-mass-marketing-illegal I backoff my interest in $HIMS $HIMS is in the crosshairs of the Trump administration. The new push to limit drug ads poses a major threat to the companys business model. Telehealth companies like Hims rely heavily on advertising to prescribe and sell cheap generic"
X Link 2026-02-06T23:46Z [----] followers, [----] engagements

"@DGretta_Author Heard $CRK cd be takeover target"
X Link 2026-02-13T16:51Z [----] followers, [---] engagements

"@DGretta_Author Bear market confirmed"
X Link 2026-02-13T21:05Z [----] followers, [---] engagements

"@PeaceTee2021 Haha except his Bitcoin is on compounded GLP1:)"
X Link 2026-02-14T02:52Z [----] followers, [--] engagements

"@saylor @AtlasHodld Its downhill for sure why did you buy BTC at 87k and not at 60k"
X Link 2026-02-06T16:55Z [----] followers, [----] engagements

"@joedab12 I have $RMBS order around $81"
X Link 2026-02-13T01:50Z [----] followers, [---] engagements

"@SayNoToTrading My biggest gripe with $RDDT is their UI/UX. There is good alpha and serious discussions one has to dig them out though. I dont think synthetic data is a competitor to Reddit content but like SaaS fear exists"
X Link 2026-02-15T02:36Z [----] followers, [---] engagements

"Not surprised $HOOD is down. After all another trading platform albeit one that has been hugely popular with younger folks. I opened a $HOOD account in December. I dont find it as intuitable a trading platform like Fidelity or Etrade. Being on Robinhood is always an exhaustive task to find my way around to extract simple information. Will I buy it here No first want to watch the crypto meltdown get cleaned out. https://twitter.com/i/web/status/2018351628257284390 https://twitter.com/i/web/status/2018351628257284390"
X Link 2026-02-02T15:51Z [----] followers, 16.7K engagements

"$RMBS my thoughts on Rambus earnings call with the osat issue and The Specifics of the "Double-Digit Million" Hit in Q1 [----]. Yes teh memory mareht has been uber hot but a hiccup like this will likely see "sideways to down" during the quarter of the impact. Investors want to see evidence that the OSAT issue is truly fixed before committing new capital. During the webcast management clarified that the low double-digit million dollar impact to Q1 [----] product revenue stems from a "one-time" back-end manufacturing issue with an OSAT (Outsourced Semiconductor Assembly and Test) partner. Scope:"
X Link 2026-02-03T04:00Z [----] followers, [----] engagements

"Agree with Cramer here. One upping each other on CAPEX How BIG is it going to be next year Why should anyone pay 30PE for high capex companies $GOOGL $AMZN why stop there. how about $300 billion why stop there. how about $300 billion"
X Link 2026-02-05T23:23Z [----] followers, [----] engagements

"On February [--] [----] the Dow Jones Industrial Average crossed the historic [-----] threshold closing at [--------] after a massive 1200-point rally that effectively signaled the markets pivot toward http://x.com/i/article/2020620150530289664 http://x.com/i/article/2020620150530289664"
X Link 2026-02-08T22:19Z [----] followers, 26K engagements

"$UAMY CEO Gary Evans talks of a new Joint Venture with $USAS to build the FIRST commercial hydromet facility in North America: -Secures massive Idaho ore feed for the U.S. supply chain. -UAMY brings exclusive processing tech to the table. -Cementing status as the ONLY integrated antimony player outside China/Russia. -Positioning for major federal funding as "Project Vault" scales. For a small $1B company growing with partnerships to strengthen vertical integration is smart strategy. $UAMY Fox Business Interview link: https://t.co/pIoVXKMrsj $UAMY Fox Business Interview link:"
X Link 2026-02-10T20:53Z [----] followers, [----] engagements

"$UAMY Bloomberg interview w Gary Evans and Paul Huet of $USAS. My read - they met only month back and structured a deal to source antimony from USAS using Hydromet to process antimony. The expedited nature of deal suggests DLA( defense Logistics Agency) wants to see results can you process at scale in American soil I strongly believe they will have orders not just from USA but US allies. The issue now is operations permit processing skilled labor. USAS has the permits to mine antimony. Gary talked on price floors and thinks $20 would be a reasonable floor. The current $25/lb is guaranteed"
X Link 2026-02-10T22:30Z [----] followers, [----] engagements

"Heard Anish Acharya on a road trip this weekend with a bold take: SaaS isnt dying instead its preparing to take 80-90% of our disposable income. Which areas Productivity Companionship Education. The threat of foundation models busted: Can a generalist model handle the edge cases that dedicated software solved for the last decade or have proprietary data to build useful client solutions. $NOW & Cyber Risk Replacing a workflow beast like ServiceNow or a hardened Cybersecurity tool like $RBRK/ $PANW / $ZS isn't just about code it's about trust and integration. The most interesting shift: The"
X Link 2026-02-16T17:51Z [----] followers, [---] engagements

"@EFromeden Why tokenization"
X Link 2026-02-03T02:38Z [----] followers, [--] engagements

"@treasury_bill @Jakubkoucky1 Fab"
X Link 2026-02-03T17:07Z [----] followers, [--] engagements

"I dont see TECH doing much w Warsh. Precious metals critical minerals is the place to be. Also VALUE names. Railways transportation paint whatever unsexy name one can think of. Sorry I dont make the rules"
X Link 2026-02-03T18:00Z [----] followers, [----] engagements

"@theskymasterd What are you looking at specifically"
X Link 2026-02-03T18:40Z [----] followers, [---] engagements

"@PeaceTee2021 Look at $AAPL and behold zero capex spend on AI. Software is dead. Soon agentic AI will make you a Spotify or Amazon $MSFT cant get Copilot to be liked. I dont understand the selling of AI infra like interconnects $CRDO etc"
X Link 2026-02-04T15:18Z [----] followers, [---] engagements

"@PeaceTee2021 thats the question and the uncertainly they are selling into. You dont think $NOW can be replaced but PFs think a year ahead and dont have visibility into what is possible by Anthropic next"
X Link 2026-02-04T15:44Z [----] followers, [---] engagements

"Have to appreciate @jiahanjimliu honesty on his $IREN expectations. Btw I am not holding any $BTC miner currently great companies that I will revisit later. $IREN: Updated Deal Thoughts The clues and rumors are not easy for me to sort out. Whereas I had previously very strongly believed that an deal for H5-10 would get announced this week; I am now thinking that there's a 50% chance the deal may be delayed. I changed my own $IREN: Updated Deal Thoughts The clues and rumors are not easy for me to sort out. Whereas I had previously very strongly believed that an deal for H5-10 would get"
X Link 2026-02-04T17:00Z [----] followers, [----] engagements

"@firstadopter Qualcomm employees have higher average pay in semi. Too much bloat"
X Link 2026-02-04T18:08Z [----] followers, [---] engagements

"@GlobalCollapse Precious metals are a hedge against USD devaluation. If one has to sell inflated risk assets are the next easy target after crypto"
X Link 2026-02-04T18:17Z [----] followers, [--] engagements

"@jindal_gautam Beyond seasonality lots of fundamentals breaking Anthropic and what it can do next BTC geopolitics USD"
X Link 2026-02-04T18:36Z [----] followers, [--] engagements

"@jonnagap @dissectmarkets So where does $MSFT go in the AI future"
X Link 2026-02-04T19:11Z [----] followers, [--] engagements

"@mukund Plus SoftBank owning most of the company is a big problem"
X Link 2026-02-04T22:51Z [----] followers, [---] engagements

"Not sure where this $70B coming from. On top of $12B project VAULT If true thats a massive liquidity injection into critical minerals projects. $UAMY Senators push $70bn funding deal to support Trumps critical minerals agenda https://t.co/P6czWwUOFk Senators push $70bn funding deal to support Trumps critical minerals agenda https://t.co/P6czWwUOFk"
X Link 2026-02-05T02:19Z [----] followers, [----] engagements

"Not buying anything till $BTC starts reversing downward trend"
X Link 2026-02-05T14:56Z [----] followers, [----] engagements

"$MSTR Ryan Brinkman at JPMorgan highlights that Strategy faces over $680 million in annual interest and dividend obligations that its software business cannot cover. Strategy holds roughly $8 billion in convertible debt compared to its $53.6 billion in Bitcoin holdings with bonds starting to mature in [----]. If market conditions deteriorate further Strategy may be forced to sell Bitcoin at unfavorable prices or issue stock when the premium has collapsed creating a potential feedback loop. However Michael Burry warned that if Bitcoin falls below $70000 Strategy might find capital markets"
X Link 2026-02-05T18:07Z [----] followers, [----] engagements

"China Gold backed token. Also its Schiff so take it w a grain of salt but man is Schiff having his day. $BTC GOLD Scott Bessent admitted he has heard rumors that China is working on a gold-backed token to be used as an alternative to the U.S. dollar for international payments and reserves. He gave no indication that he believes the rumor is false. If its true he should be very concerned. Scott Bessent admitted he has heard rumors that China is working on a gold-backed token to be used as an alternative to the U.S. dollar for international payments and reserves. He gave no indication that he"
X Link 2026-02-05T20:40Z [----] followers, [----] engagements

"@PeaceTee2021 @mukund $AMZN is lipstick on a pig low margin retail propped by high margin AWS that now requires high capex to compete with $GOOGL"
X Link 2026-02-05T21:24Z [----] followers, [---] engagements

"@midlevelcruiser Good choice"
X Link 2026-02-05T22:57Z [----] followers, [---] engagements

"@Jakubkoucky1 @midlevelcruiser Thanks. Will call you up when in Prague😉"
X Link 2026-02-05T23:17Z [----] followers, [--] engagements

"Thanks @vladtenev Love when a CEO is engaged to optimize product and listen to feedback. $HOOD @anni_sen Appreciate you giving it a try. Feedback like this helps us get better. @anni_sen Appreciate you giving it a try. Feedback like this helps us get better"
X Link 2026-02-06T01:19Z [----] followers, [----] engagements

"@nsdalal @jonnagap Ones wo massive capex"
X Link 2026-02-06T03:03Z [----] followers, [--] engagements

"@PeaceTee2021 Glad to know I was not the only one"
X Link 2026-02-06T03:53Z [----] followers, [--] engagements

"@joedab12 @AlphaTrader00 Yep. BTC miners had their day in the sun last year. Most still subsidize operations through mining and BTC is a volatile asset. As for power PGM connections are less regulatory so why not buy a nat gas pipeline or battery supplier"
X Link 2026-02-06T19:47Z [----] followers, [--] engagements

"@joedab12 @AlphaTrader00 $BE is a monster sold at $60 regret that decision. [--] other names I like( free article) wrote last year- https://open.substack.com/pub/senanni/p/the-ai-revolution-has-a-50-billionr=1gvtib&utm_medium=ios https://open.substack.com/pub/senanni/p/the-ai-revolution-has-a-50-billionr=1gvtib&utm_medium=ios"
X Link 2026-02-06T19:56Z [----] followers, [---] engagements

"@kingkang80 @RyanSTTrader Remember that fund manager with 90% in HIMS. Crazy"
X Link 2026-02-06T23:33Z [----] followers, [--] engagements

"Great summery on $HUT deal comparing with other colocation players. 👇🏽 Similar to my take earlier $WULF execution and expertise by Paul Prager and team is proven. Hut8 has to deliver beyond signing papers. $HUT economics look better but ARR pushed out to late [--] [-----] than $WULF $CIFR Their direct ownership of Bitcoin 10.3k BTC is a volatile component compared to WULF or CIFR. I still dont get why they needed a treasury company in $ABTC. Political clout At first glance this $HUT deal looks like one of the strongest AI/HPC colocation deals disclosed so far: 🟠 $2829M contract value per MW"
X Link 2025-12-18T00:34Z [----] followers, [----] engagements

"Up about 30% since this post $SGML Overall minerals narrative -hedge against China. Lithium on the move. $SGML Lithium on the move. $SGML"
X Link 2026-01-07T17:44Z [----] followers, [----] engagements

"@Gubloinvestor @jimcramer He lost me a ton on $DIDI. Pumped that Chinese crap days on end"
X Link 2026-01-23T02:50Z [----] followers, [--] engagements

"@stonksurfing Whats happening w $ARSMF"
X Link 2026-02-03T20:59Z [----] followers, [---] engagements

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