[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@crux_capital_ Avatar @crux_capital_ CruxCapital

CruxCapital posts on X about $almu, $oss, oss, $nee the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXX #

Followers Line Chart

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence finance XXXX% stocks XXXX% technology brands XXX% exchanges XXXX% cryptocurrencies XXXX% fashion brands XXXX% countries XXXX%

Social topic influence $almu #1, $oss #3, oss #16, $nee #6, nee #81, $crdo #87, $poet #9, investment #2203, balance sheet #981, infrastructure #2415

Top accounts mentioned or mentioned by @photoncap @food_deco @realyuvaraj @icon00007 @gainzville21 @etheltrades11 @fooddeco @peloswing @frameworkwisely @dancarlson33 @mvanbrunsc47513 @sun_finn66909 @hcahealthcare @maximusholla @marcusredpilius @clearpointneuro @burakbesenk @richardprati @yeahdrdave @tsdrtrading

Top assets mentioned NextEra Energy Inc (NEE) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Artificial Intelligence (AI4) SPDR S&P XXX ETF Trust (SPY) Bull Market (BULL) Cipher Mining Inc. Common Stock (CIFR) Core Scientific, Inc. Common Stock (CORZ) CoreWeave, Inc. (CRWV) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Marvell Technology Inc (MRVL) IREN Limited (IREN) Rubrik, Inc. (RBRK) SoFi Technologies, Inc. Common Stock (SOFI) RAI Finance (SOFI) Illumina, Inc. (ILMN) Super Micro Computer, Inc. Common Stock (SMCI) EverRise (EVER) Alphabet Inc Class A (GOOGL) Honeywell International Inc (HON) Bit Digital, Inc. (BTBT) Oscar Health, Inc. (OSCR)

Top Social Posts #

Top posts by engagements in the last XX hours

"1/ AbCellera (NASDAQ: $ABCL) is reimagining how medicines are discovered. From AI-powered antibody discovery during COVID to a growing pipeline in menopause and autoimmune disease this Canadian biotech is just getting started. Let's dive in🧵"
X Link @crux_capital_ 2025-08-31T19:50Z 1633 followers, 3870 engagements

"In 2022 they were bankrupt. In 2024 their AI partner tried to buy them outright. The story of Core Scientific $CORZ is a masterclass in turning a liability into a multi-billion dollar moat. Here is what the market is missing. 🧵"
X Link @crux_capital_ 2025-09-25T03:29Z 1605 followers, 1201 engagements

"Understanding the $WYFI thesis requires knowing this: most data centers are built where downtime is ann inconvenience. For AI downtime is a multi-million dollar catastrophe. A single failed power component can destroy a week-long training run. This is why a Tier-3 N+1 redundant architecture with XXXXXX% uptime is the only acceptable standard. Generalist clouds sell space. White Fiber is engineered to sell certainty. A critical distinction for the most valuable compute workloads in the world. #AIInfrastructure #DataCenter #Investing"
X Link @crux_capital_ 2025-10-06T12:30Z 1574 followers, 2248 engagements

"The Thesis: Tech Team & Timing $ALMU To sum it up Aeluma is a rare find. They have a disruptive platform technology are targeting massive growth markets and have a relatively lower risk strategy with a solid balance sheet. Crucially the leadership team is world-class. The board includes a 22-year finance executive who helped scale NVIDIA from a rising star to a global titan and a serial entrepreneur who co-founded and sold companies to giants like Cree and Kyocera. This is exactly the kind of experienced team that knows the playbook for navigating the transition from R&D to hyper-growth"
X Link @crux_capital_ 2025-10-09T13:33Z 1634 followers, 1595 engagements

"3/3 The Materials Scientist: Lightwave Logic $LWLG Lightwave Logic is all about the secret sauce. Theyve created a special electro-optic polymer think of it as a super-advanced plastic that can turn electricity into light much faster and with up to XX times less power than current materials. Their goal isn't to build the whole engine but to supply this critical high-performance material to the foundries and chip makers who will build it into their own designs. You're betting on the company that invents a revolutionary new material. $LWLG is pre-revenue and high-risk but they recently passed a"
X Link @crux_capital_ 2025-10-08T15:45Z 1585 followers, 3696 engagements

"The Agnostic Product Ecosystem $CRDO Beyond AECs Credo leverages its core IP across a broad "agnostic" product portfolio that captures value across the entire data center fabric. This includes: Optical DSPs: The "brains" inside optical transceivers enabling light-speed data for longer-reach fiber connections. SerDes IP & Chiplets: A high-margin licensing business where customers integrate Credos best-in-class connectivity directly onto their own custom AI chips. PCIe/CXL Solutions: Expanding from the network fabric into the server itself providing the critical link between CPUs and AI"
X Link @crux_capital_ 2025-10-08T15:04Z 1570 followers, XX engagements

"Strategic Customer Engagement $CRDO Credo's technological leadership is validated by deep collaborative partnerships with the world's largest hyperscale data center operators. The company has made significant progress in mitigating customer concentration risk. Management has confirmed that three hyperscalers each contributed over XX% of revenue in the last quarter with a fourth expected to reach that threshold within the fiscal year. These are not transactional sales but long-term engagements involving co-engineering and roadmap alignment creating a sticky revenue base and a powerful"
X Link @crux_capital_ 2025-10-08T15:04Z 1563 followers, XX engagements

"1/24 Innodata Inc. $INOD Thesis: Innodata is a pure-play on the critical need for high-quality data in the Generative AI era. The performance and reliability of any Large Language Model are directly tied to the quality of the data it is trained on. Innodata provides these essential data engineering services positioning itself as a key partner for enterprises looking to build and deploy accurate proprietary AI models. The company is a direct beneficiary of the massive ongoing investment in the AI data pipeline. Levels to Watch: The chart shows a stock that has just emerged from a year-long"
X Link @crux_capital_ 2025-10-07T16:41Z 1574 followers, XXX engagements

"The Dual-Power Model $NEE NextEras genius is its structure. It uses the steady predictable cash from its regulated utility Florida Power & Light (FPL) to fund the massive growth of NextEra Energy Resources (NEER) its world-leading renewables arm. This structure acts as a powerful internal capital allocation machine. FPL's reliable regulator-approved returns provide a low-cost source of funding that NEER deploys into higher-growth long-term contracted renewable projects. This powerful internal capital engine is its secret weapon allowing it to self-fund huge projects reduce reliance on"
X Link @crux_capital_ 2025-10-11T19:20Z 1634 followers, XXX engagements

"Core Scientific $CORZ Fresh out of bankruptcy Core Scientific is making a monumental comeback expanding from mining to become a key AI infrastructure provider. Their pivot is validated by one of the biggest deals in the sector: a 12-year 200MW contract with AI cloud leade $CRWV potentially worth over $3.5B. This move represents execution at scale. $CORZ owns massive high-power data centers perfect for housing energy-hungry $NVDA GPUs. They are retrofitting their sites to host AI hardware and turning their mining footprint into a launching pad for HPC services. By leveraging their vast real"
X Link @crux_capital_ 2025-09-23T14:57Z 1614 followers, XXX engagements

"4/24 Rubrik Inc. $RBRK Thesis: Rubrik is a cybersecurity leader focused on the critical niche of data security and cyber resilience. In an environment of escalating ransomware attacks and data breaches its platform is essential for enterprises that need to ensure their data is immutable and can be recovered instantly. Rubrik's "Zero Trust" data management architecture is designed to protect a company's most valuable asset making it a key beneficiary of the secular growth in cybersecurity spending. Levels to Watch: The chart shows the stock in a broad multi-month consolidation phase after a"
X Link @crux_capital_ 2025-10-07T16:41Z 1593 followers, XXX engagements

"I took some really large positions today that I believe will outperform over the next few years in a big way I will be doing several deep dives this weekend follow along if interested X weeks ago we caught $wyfi before it jumped XX% This week we caught $POET before it jumped XX% Let's see if we could repeat $ALMU $OSS $QUIK"
X Link @crux_capital_ 2025-10-10T19:26Z 1579 followers, 1381 engagements

"Im tracking two key players in the photonics space $ALMU and $POET both building the future of high-speed connectivity. Today let's do a deep dive on Aeluma a semiconductor company creating a platform that could redefine AI autonomous driving and quantum computing You won't want to miss this thread 🧵"
X Link @crux_capital_ 2025-10-09T13:33Z 1634 followers, 51.6K engagements

"10/24 SoFi Technologies Inc. $SOFI Thesis: SoFi Technologies is an all-in-one digital personal finance company operating as a fully chartered national bank. The company's strategy is to acquire members through a single product such as a personal loan and then cross-sell them additional services within its ecosystem including investment accounts credit cards and checking/savings. This "flywheel" effect lowers member acquisition costs over time and increases customer lifetime value. SoFi's bank charter is a key competitive advantage enabling higher margins and a product suite that many fintech"
X Link @crux_capital_ 2025-10-07T16:41Z 1630 followers, XXX engagements

"Hey Sean That's a fair and critical question. The key is the type of data. Those XX million hours are not generic information. It is proprietary high-fidelity operational data from physical assets running in chaotic real-world energy markets for nearly two decades. A competitor cannot just buy that history. They would have to start from zero. By the time they collect their first few million hours Stem's AI is already compounding its learning on a much larger base widening the gap. This is not just about volume either it's also about context. The data has trained the PowerTrack Optimizer on"
X Link @crux_capital_ 2025-10-14T18:41Z 1631 followers, XX engagements

"15/24 Illumina Inc. $ILMN Thesis: Illumina is the global leader in DNA sequencing providing the foundational hardware and consumables that power the genomics industry. Its platforms are the standard in research clinical and pharmaceutical labs enabling advancements in personalized medicine oncology and genetic disease research. After navigating a period of strategic challenges and increased competition the investment thesis is centered on the long-term secular growth of genomics and a return to stable execution for this mature market leader. Levels to Watch: The stock is currently at a major"
X Link @crux_capital_ 2025-10-07T16:41Z 1606 followers, XXX engagements

"Thesis $SMCI Super Micro Computer is a direct way to gain exposure to AI infrastructure. The company combines rapid revenue growth with profitability and a valuation that looks conservative versus peers. Modularity and vertical integration allow fast adoption of new chips and support a wide range of workloads from training to inference to high performance computing. Partnerships with $NVDA $AMD and $INTC keep the roadmap current. Manufacturing expansion potential software and service revenue and energy efficient designs add catalysts that do not depend only on unit growth. Risks include"
X Link @crux_capital_ 2025-09-06T23:55Z 1633 followers, XXX engagements

"Today I built up positions in the following names: $POET $ALMU $STEM $NEE $OSS They all have exposure to AI in a meaningful way and that's where I see continued momentum building If you are interested in any of these names I have extensive deep dives on my page from the last couple weeks NFA"
X Link @crux_capital_ 2025-10-13T19:33Z 1633 followers, 4548 engagements

"@food_deco I don't really have an opinion on which is better because theyre just different with their approach and timelines. Sorry it just comes down to time lines and investing approach. But I am very happy having exposure to both personally"
X Link @crux_capital_ 2025-10-14T14:31Z 1633 followers, XX engagements

"The Secular AI Driver $CRDO Credo Technology is a direct and fundamental beneficiary of the secular expansion in AI infrastructure. The company's solutions are mission-critical components enabling the massive "scale-out" and "scale-up" network fabrics required by modern AI clusters. As hyperscalers and enterprises deploy vast fleets of GPUs the performance of the entire system becomes limited by the speed and efficiency of the interconnects. Credo provides these high-speed links resolving the data bottlenecks that would otherwise throttle AI workloads. This positions the company to capture"
X Link @crux_capital_ 2025-10-08T15:04Z 1621 followers, XX engagements

"Disruptive Technology: AECs $CRDO Credo's most disruptive product line is its HiWire family of Active Electrical Cables (AECs) a category the company pioneered. An AEC is an intelligent copper cable system with integrated signal conditioning chips that actively regenerate the data signal. This allows for longer reach and the use of thinner more flexible cables compared to passive copper. For data center operators the value proposition is multifaceted: AECs consume approximately XX% less power than comparable optical solutions reduce cable volume by up to XX% and offer extreme reliability with"
X Link @crux_capital_ 2025-10-08T15:04Z 1621 followers, XX engagements

"2/24 Credo Technology Group $CRDO Thesis: Credo is a key enabler play in the artificial intelligence and data center boom. The company provides the essential high-speed connectivity solutions such as chips cables and optical components that act as the nervous system for modern data infrastructure. As hyperscalers and enterprises race to build out their AI capabilities the demand for faster more efficient data transfer explodes placing Credo's technology at the heart of this secular growth trend. Levels to Watch: The chart shows a stock in a powerful long-term uptrend that is currently"
X Link @crux_capital_ 2025-10-07T16:41Z 1579 followers, XXX engagements

"The Next 2-3 Years $ALMU Over the next few years we should be watching for a series of key execution milestones. First and foremost is the high-volume foundry partnership announcement. Following that the focus will shift to major commercial design wins. Announcing a deal with a Tier-1 automotive supplier or a major data center hardware company would be a massive validation that provides a line of sight to future recurring revenue. As they begin to ramp production with their new partner the key financial metric to watch will be gross margin improvement. This will be the clearest sign that"
X Link @crux_capital_ 2025-10-12T20:37Z 1632 followers, XXX engagements

"Core Market: Defense Dominance $OSS One Stop Systems is strategically centered on the defense and aerospace market which represents its largest and most immediate opportunity. Their technology is a mission-critical component for the most demanding military applications. This includes C5ISR (Command Control Computers Communications Cyber Intelligence Surveillance and Reconnaissance) autonomous systems for ground combat vehicles like the Stryker and Abrams and advanced data processing for reconnaissance aircraft such as the P-8A Poseidon. In a world moving toward fully networked warfare the"
X Link @crux_capital_ 2025-10-13T13:41Z 1634 followers, XXX engagements

"Recent Developments & Upcoming Catalysts $OSS The momentum at OSS is accelerating. In just the last few months the company has announced several key developments. They closed a $XXXX million capi tal raise strengthening their balance sheet to fund the large orders they expect to receive. They secured the $XXX million initial order in commercial aerospace with a $X million pipeline and a $X million follow-on order in medical imaging with a $XX million+ potential. They also announced new awards totaling $XXX million to support the P-8A Poseidon reconnaissance aircraft. Looking ahead the next"
X Link @crux_capital_ 2025-10-13T13:41Z 1634 followers, XXX engagements

"Long-Term Ambition & Valuation Scenarios $OSS The long-term ambition for OSS is to become the "Intel Inside" for rugged AI hardware. Their $1B+ qualified sales pipeline shows this is their stated roadmap of opportunity. Wall Street analysts see the potential with an average price target around $XXXX and a high target of $XXXX. To put this in perspective let's look at a relevant competitor Mercury Systems $MRCY a larger defense electronics player. MRCY trades at an EV/Sales multiple of approximately 5.7x. If OSS successfully converts just $XXX million of its pipeline into annual revenue over"
X Link @crux_capital_ 2025-10-13T13:42Z 1632 followers, XXX engagements

"$PGY The result of this superior model is a powerful and profitable growth machine. The Q2 2025 results show the thesis playing out in real-time with record Revenue FRLPC and Adjusted EBITDA. While revenue grew XX% YoY to $326M profits grew exponentially faster. This is operating leverage in action with Core OpEx as a percentage of their gross profit reaching XX% near its lowest level ever. The incremental adjusted EBITDA margin was over XXX% of FRLPC in the quarter another powerful sign of scalability. The company is now on an approximately $1.3B annualized revenue run-rate"
X Link @crux_capital_ 2025-10-01T13:12Z 1620 followers, XX engagements

"$ALMU vs. $POET: Different Paths Same Goal Many of you following $POET know their Optical Interposer platform which brilliantly integrates photonics using a hybrid flip-chip approach. $ALMU tackles the same integration challenge from a different angle. Instead of an interposer that connects separate chips Aeluma grows the active optical materials like InGaAs or Quantum Dots directly onto the silicon wafer itself. POET's strength is its flexible module-level integration platform for best-of-breed components while Aeluma's is its monolithic wafer-level materials breakthrough. The AI and sensing"
X Link @crux_capital_ 2025-10-09T13:33Z 1634 followers, 4863 engagements

"Need new stock ideas Here is a list of XX of my favorite names that I will be watching/buying during any down turn I'll give a quick thesis on the investment and a chart with prices I'm watching Let's dive in Disclaimer: None of this is financial advice or a recommendation. Do your own research $SPY $QQQ $IWM"
X Link @crux_capital_ 2025-10-07T16:41Z 1573 followers, XXX engagements

"$POET Update. Even higher volume than yesterday. Another record. Let's see who that XX million placement was from next week I think we know what happens if it's one of the big boys"
X Link @crux_capital_ 2025-10-08T20:12Z 1576 followers, 2811 engagements

"I am hard at work this weekend to bring you all some really solid deep dives I'll be diving in to the following: $ALMU Advanced semiconductor sensors $OSS Rugged AI computing at the edge $QUIK Ultra-low-power programmable chips $NEE World's largest renewable energy generator $STEM AI-powered energy storage software Please follow along and share with anyone interested"
X Link @crux_capital_ 2025-10-11T14:04Z 1634 followers, 1877 engagements

"The Clean Energy Colossus $NEE If FPL is the foundation NEER is the growth engine. Its the world's largest generator of renewable energy from wind and sun and a leader in battery storage. With a generating capacity of XX GW and a project backlog of XX GW NEER dwarfs its pure-play competitors. This scale gives it a commanding presence and translates into deep operational expertise established supply chain relationships and brand recognition that attracts top-tier corporate customers. NEER's business model is also designed for stability centering on long-term fixed-price contracts (PPAs) with"
X Link @crux_capital_ 2025-10-11T19:20Z 1634 followers, XXX engagements

"Leading the Pack $NEE Why does NextEra command a premium valuation It's their unmatched competitive advantages. Their massive scale allows for better pricing and terms. Their deep experience helps them navigate complex supply chains and permitting. And their data-driven approach to site selection and operations gives them a durable cost advantage. For example NEER uses advanced analytics to identify the highest-value grid locations for new projects. On the supply chain front the company has spent years diversifying and domesticating its supply chain including securing U.S.-made batteries for"
X Link @crux_capital_ 2025-10-11T19:20Z 1634 followers, XXX engagements

"The Technical Juncture The chart for $CRDO is presenting a compelling technical setup. The stock is currently testing a confluence of three key support levels: a multi-month ascending trendline that has guided its advance a horizontal support zone established around the $XXX level and the dynamic support of the 50-day moving average. This convergence creates a well-defined zone where buying pressure has historically emerged. For technical analysts such a "triple support" area represents a potentially favorable risk-reward entry point suggesting that the recent pullback may be consolidating"
X Link @crux_capital_ 2025-10-08T15:04Z 1633 followers, XX engagements

"Insurance is a $117B market that is rapidly moving online. $EVER is building the gateway for this shift. With 60+ carriers 6000+ agents and billions of consumer data points EverQuote is shaping up as the Google Ads of insurance distribution. The growth story is only beginning. Let's see why 🧵"
X Link @crux_capital_ 2025-09-08T02:32Z 1619 followers, XXX engagements

"I've initiated a new long position in Cyngn $CYN This is a deep dive into a company attacking the massive industrial automation market with a unique capital-light strategy. It's a high-risk venture-style bet on a software-centric approach to a hardware-dominated world. Let's break it down. $CYN #investing #AI #robotics"
X Link @crux_capital_ 2025-10-07T02:07Z 1633 followers, 17.7K engagements

"The Go-to-Market Playbook $ALMU Aeluma's commercialization strategy is incredibly astute. They leverage high-value contracts with premier U.S. agencies like NASA DARPA and the Department of Defense to fund their core R&D. These contracts serve two crucial functions. First they provide non-dilutive funding to perfect the technology for the rigors of real-world use helping to preserve shareholder value. Second and more importantly they act as a powerful third-party validation. When an organization like NASA signs on to use your quantum photonics it signals to the entire commercial world that"
X Link @crux_capital_ 2025-10-09T13:33Z 1634 followers, XXX engagements

"I front ran the newsI guess. Shouldve took a bigger position Taking this opportunity to get some cash from my $spxs $spy short and buying some of my favorite positions like $poet $almu $bull"
X Link @crux_capital_ 2025-10-10T16:17Z 1577 followers, 2050 engagements

"A Fortress Balance Sheet $ALMU Following their recent offering Aeluma is in an exceptionally strong financial position. They have a pro-forma cash balance of approximately $XXXX million and critically zero debt. For a company at this stage this is a massive strategic advantage. It gives them a long operational runway and removes the financial pressure that can force young companies into unfavorable deals. It allows them to fund the expensive process of qualifying their technology with a new foundry partner and to negotiate with large customers from a position of strength knowing they have the"
X Link @crux_capital_ 2025-10-12T20:37Z 1634 followers, XXX engagements

"The "Made-in-America" Geopolitical Moat $ALMU In a world of increasing geopolitical tension and "chip wars" Aeluma's strategy of being a "100% Made-in-America" company is a powerful competitive advantage. CEO Klamkin has been clear this is a deliberate choice to protect their cutting-edge intellectual property and ensure a secure supply chain. This onshore focus has made them a trusted partner for the most sensitive U.S. government agencies like DARPA NASA and the Department of Defense. While many peers are exposed to global supply chain disruptions and export controls related to China"
X Link @crux_capital_ 2025-10-12T20:37Z 1634 followers, XXX engagements

"Board Deep Dive: Finance & Sales $CYN The board's expertise is specific and relevant. Colleen Cunningham was SVP-Controller at Zoetis where she helped take the company public. James McDonnell spent over XX years in senior roles at Hewlett-Packard and was SVP of Global Sales & Marketing at Honeywell. Their high-level experience in public company finance M&A and global tech sales is directly applicable to Cyngn's future growth challenges and commercialization efforts. $CYN"
X Link @crux_capital_ 2025-10-08T20:53Z 1633 followers, XX engagements

"Disclaimer: We are long $OSS . None of this is financial advice or a reccomendation"
X Link @crux_capital_ 2025-10-13T13:42Z 1634 followers, XXX engagements

"Marvell $MRVL Marvell is another key player in data infrastructure semiconductors with a strong portfolio in custom silicon networking and storage. The company has demonstrated significant progress in CPO showcasing a compact XXX Gbps silicon photonics light engine suitable for in-package integration. Marvell also possesses deep expertise in silicon photonics gained from its leadership in the Data Center Interconnect (DCI) market where its coherent optical modules are widely deployed for long-haul links between data centers. This experience provides a strong foundation for its expansion into"
X Link @crux_capital_ 2025-10-04T20:50Z 1593 followers, XXX engagements

"Growth Vector: Commercial Aerospace $OSS Beyond defense OSS is making calculated moves into high-value commercial markets. A perfect example is their recent expansion into commercial aerospace. The company announced a $XXX million initial order from a Canadian integrator for passenger cabin systems a deal expected to generate approximately $XXX million in revenue over the next three years. This is a strategic foothold in a new vertical. The systems which include lighting and integration control units are DO-160 qualified. A rigorous environmental testing standard for airborne equipment that"
X Link @crux_capital_ 2025-10-13T13:41Z 1633 followers, XXX engagements

"The numbers that lit the fire $STEM Let's talk about the Q2 2025 numbers because they are very compelling. Revenue grew XX% and beat expectations. But the real story is the margins. GAAP Gross Margin shot up to 33%. Non-GAAP Gross Margin hit a stunning XX% This is the power of the software pivot in action. In just one year they flipped an $XXXX million adjusted EBITDA loss into a $XXX million profit. This is what the early stages of hyper-growth can look like"
X Link @crux_capital_ 2025-10-12T18:52Z 1634 followers, XXX engagements

"6/24 WhiteFiber Inc. $WYFI Thesis: WhiteFiber is a pure-play on the global AI compute shortage. As a recent spin-off from Bit Digital $BTBT the company is repurposing existing data center infrastructure and power agreements to rapidly deploy GPU clusters for High-Performance Computing. This strategy allows them to bypass typical construction timelines and serve the growing waitlist of AI companies that need immediate access to compute positioning WYFI to capture revenue from the most supply-constrained segment of the AI market. Levels to Watch: The chart displays a strong and well-defined"
X Link @crux_capital_ 2025-10-07T16:41Z 1633 followers, XXX engagements

"Positions I took/added to on Friday: $POET $ALMU $OSS $NEE $QUIK $BULL Will be looking to continue to build all these names in addition to building/buying the following (pending macro conditions) $STEM $OSCR $WYFI $CIFR $CLPT NFA"
X Link @crux_capital_ 2025-10-12T21:18Z 1634 followers, 1349 engagements

"Recent Developments & What's Next $ALMU The last few months have been pivotal. The company recently closed an oversubscribed $XXXX million public offering bringing their pro-forma cash balance to a very strong $XXXX million. An "oversubscribed" offering is a powerful signal of high institutional demand. They also secured new contracts from both NASA and the Navy to continue advancing their quantum and sensing technologies. The next major catalyst everyone is watching for is the announcement of a partnership with a large-volume U.S.-based foundry. This is the final piece of the puzzle to"
X Link @crux_capital_ 2025-10-12T20:37Z 1633 followers, XXX engagements

"Fortress Balance Sheet $CRDO Credo's financial strength is underpinned by an exceptionally robust and clean balance sheet. As of its last report the company held approximately $XXX million in cash and short-term investments. Critically the company is virtually debt-free with a negligible debt-to-equity ratio. In the cyclical and capital-intensive semiconductor industry this financial conservatism is a major strategic asset. It provides Credo with the resilience to weather potential industry downturns and the flexibility to invest aggressively in its technology roadmap and pursue strategic"
X Link @crux_capital_ 2025-10-08T15:04Z 1616 followers, XX engagements

"Yeah at least a X year hold for me. So with that mindset I dont mind buying at highs or lows or perfecting my timing. If it plays out the way I hope and vision it doesnt matter if I buy at $XX or $XX. And I dont want to sell anytime soon. Because if the CEO executes as visioned it will go 10-50x. This is IF they can execute their vision. A big IF. Lots of execution risk and headwinds but its a bet im willing to personally take"
X Link @crux_capital_ 2025-10-14T14:15Z 1633 followers, XX engagements

"Risk Factor: Competition & Capital Strategy $CRDO Credo faces formidable competition from semiconductor giants like $AVGO and $MRVL as well as pure-play rivals like $ALAB. To fortify its position Credo recently filed for a $XXX million at-the-market (ATM) equity offering. This move provides significant capital flexibility to fund R&D support growth and potentially make further strategic acquisitions. However investors should be aware that the utilization of this ATM facility will result in the issuance of new shares which can be dilutive to existing shareholders over time"
X Link @crux_capital_ 2025-10-08T15:04Z 1620 followers, XXX engagements

"Conclusion: $POET $LWLG $ALMU The future for these companies looks bright but their paths diverge. POET is the near-term leader already shipping sample products and positioned to capture the upcoming wave of AI build-out. Aeluma is the long-term disruptor with a potentially revolutionary manufacturing process that could redefine the industry in 5-10 years. Lightwave Logic is the specialist whose success hinges on its breakthrough material becoming a new industry standard. The market is enormous and there's room for more than one winner"
X Link @crux_capital_ 2025-10-08T15:45Z 1595 followers, 1063 engagements

"14/24 PDS Biotechnology Corporation $PDSB Thesis: PDS Biotechnology is a clinical-stage immuno-oncology company developing a pipeline of cancer therapies based on its proprietary Versamune platform which is designed to activate a potent targeted T-cell response. With multiple clinical programs underway including for HPV-associated cancers the company has several shots on goal. This is a high-risk high-reward turnaround candidate. After a prolonged and severe downturn the stock is trading at a valuation that reflects significant market skepticism while the potential for a single positive"
X Link @crux_capital_ 2025-10-07T16:41Z 1620 followers, XXX engagements

"NVIDIA $NVDA As the undisputed leader in AI compute NVIDIA is pursuing a deeply integrated CPO strategy to fortify its ecosystem. The company is co-packaging silicon photonics directly with its NVIDIA Spectrum switch ICs creating a tightly coupled system designed for maximum performance within its own hardware stack. This approach is exemplified by its NVLink interconnect technology which provides high-bandwidth low-latency pathways between its GPUs. While this vertical integration allows NVIDIA to deliver a highly optimized but proprietary solution it also reinforces a "walled garden""
X Link @crux_capital_ 2025-10-04T20:50Z 1596 followers, XXX engagements

"18/24 Inc. $BBAI Thesis: provides artificial intelligence and machine learning-powered decision support solutions with a primary focus on the U.S. defense intelligence and federal civilian sectors. The company's platforms specialize in predictive analytics processing vast datasets to provide actionable intelligence for mission-critical environments. By building a strong incumbency within the federal government has established a stable revenue base and is now leveraging that expertise to expand into commercial markets. Levels to Watch: The stock has been in a broad volatile uptrend for most of"
X Link @crux_capital_ 2025-10-07T16:41Z 1590 followers, XXX engagements

"Took a starter/tracker position today in $RXRX If you are following this company and want to learn more ill be research heavily today/tomorrow and will start working on a really deep dive $XBI $BIIB $SPY"
X Link @crux_capital_ 2025-09-29T22:54Z 1542 followers, XXX engagements

"The Core Tech Moat: SerDes & DSP $CRDO Credo's true competitive advantage lies in its deep proprietary expertise in Serializer/Deserializer (SerDes) and Digital Signal Processor (DSP) technologies. SerDes are the engines that convert data for high-speed transmission while DSPs use complex algorithms to clean and reconstruct those signals ensuring error-free communication at extreme speeds. Credos unique architectural approach allows it to achieve leading-edge performance while often utilizing mature more cost-effective "n-1" fabrication processes. This is a powerful and durable advantage"
X Link @crux_capital_ 2025-10-08T15:04Z 1620 followers, XX engagements

"Good thoughts Craig Connecting their recent financing and private placement to securing their manufacturing ramp is definitely the key question. It opens up a few interesting possibilities. An outright acquisition of a partner like Globetronics is one path which would give them total control over their supply chain Another path that I believe to be more likely which aligns more with their fab-less model is to use that capital to co-invest in dedicated production lines at Globetronics. This would secure the capacity they need for the ramp-up without the overhead of owning the factory. Either"
X Link @crux_capital_ 2025-10-11T20:47Z 1573 followers, XXX engagements

"The Path to Commercialization $ALMU Aeluma is well past the science project phase and is actively on the path to commercialization. They have stated they have over XX active customer engagements across their target markets. They have already delivered sample chips to a Tier-1 automotive supplier for evaluation a critical and rigorous step in the long automotive design cycle that involves intense reliability and performance testing. For their AI-focused laser technology they are already in pilot production with AIM Photonics in New York a DoD-backed institute proving out their manufacturing"
X Link @crux_capital_ 2025-10-12T20:37Z 1634 followers, XXX engagements

"Final Thesis: The Asymmetric Opportunity To sum it up $OSS presents a compelling asymmetric risk/reward opportunity. It is a pure-play investment in the foundational hardware layer of the AI revolution at the tactical edge. The company is at an inflection point with a new deeply experienced CEO who is actively de-risking the execution of a massive validated $1B+ sales pipeline. With a transformative $200M+ sole-source government contract providing a potential revenue floor and a clear strategic pivot toward higher-margin business the disconnect between its current micro-cap valuation and its"
X Link @crux_capital_ 2025-10-13T13:42Z 1634 followers, XXX engagements

"This is a story about a micro-cap tech company at a major inflection point. After years of flying under the radar One Stop Systems $OSS just brought in a top defense exec as CEO to execute on a newly-built $1B+ sales pipeline. His first major task: landing a $200M+ sole-source Army contract that could fundamentally reshape the company. Here's why $OSS is one to watch now 🧵"
X Link @crux_capital_ 2025-10-13T13:41Z 1632 followers, 2260 engagements

"Its important to understand what the $11.7M DARPA award truly signifies for $ALMU. DARPA funds 'moonshot' projects. Technologies that are incredibly difficult but have the potential to be revolutionary. The project is focused on perfecting 'heterogeneous integration' for future advanced-node semiconductors. This means growing exotic high-performance materials like InGaAs not just on silicon but directly into tiny pre-defined pockets on the wafer with atomic-level precision. This is the foundational materials science challenge that has historically been a major barrier for the industry. The"
X Link @crux_capital_ 2025-10-12T03:09Z 1634 followers, 1661 engagements

"The Board: Experienced Oversight $CYN A core part of my investment thesis requires confidence in governance. Cyngn's independent directors bring extensive experience from major public companies. They are: Colleen Cunningham a retired finance executive; James McDonnell a veteran sales and marketing executive; and Karen Macleod an expert in talent and corporate strategy. This is a board built to provide rigorous oversight and strategic guidance which is crucial for a public company at this stage of its growth. $CYN"
X Link @crux_capital_ 2025-10-08T20:53Z 1585 followers, XX engagements

"New all time high for $WYFI Congrats bulls Loving this position"
X Link @crux_capital_ 2025-10-01T15:31Z 1585 followers, 4340 engagements

"This slide is the entire bull case for $POET in one image. Their Optical Interposer platform is a manufacturing revolution for the AI era. The value proposition is undeniable: 100x more scalable assembly XX% lower power consumption XX% smaller size XX% lower cost The significance of these numbers is immense. For hyperscalers where every watt of power and every dollar of cost is multiplied by millions of units these metrics represent massive operational savings. More importantly the 100x manufacturing scalability is the key to actually meeting the explosive demand that traditional assembly"
X Link @crux_capital_ 2025-10-07T13:15Z 1612 followers, 21.2K engagements

"A Fortress Balance Sheet $ALMU Aeluma is in an incredibly strong position to execute its growth plan. The company has a fortress balance sheet with zero debt. They are fresh off the recent oversubscribed public offering that raised $XXXX million boosting their pro-forma cash balance to an estimated $XXXX million. This provides a long runway to scale manufacturing build inventory and fund operations without the financial pressure of needing to raise more capital in the short term. It is the kind of financial stability that allows a deep-tech company to focus purely on execution and to"
X Link @crux_capital_ 2025-10-09T13:33Z 1634 followers, XXX engagements

"Resilient in any political climate $STEM Even in a shifting political landscape $STEM's model is built to thrive. While the current Trump administration has created headwinds for new solar and wind projects through permitting delays and funding cuts the fundamental demand for grid stability and reliable power is non-negotiable. Battery installations are hitting record highs regardless of who is in the White House. $STEM's software-first hardware-agnostic approach makes it incredibly resilient. It optimizes any asset making it a crucial player no matter the political winds"
X Link @crux_capital_ 2025-10-12T18:52Z 1634 followers, XXX engagements

"The Final Takeaway $ALMU When you put it all together the Aeluma story is incredibly compelling. They have a disruptive platform technology that solves fundamental problems in massive high-growth markets. They have a smart lower risk strategy of using government contracts to fund R&D on their way to commercialization. They have a fortress balance sheet with no debt and a world-class leadership team with direct experience scaling companies like NVIDIA. The execution risk in scaling a new semiconductor process is real but the potential reward is enormous. This is one to watch very closely."
X Link @crux_capital_ 2025-10-12T20:37Z 1634 followers, XXX engagements

"I would also check out/follow these accounts to learn more about $ALMU. Theyve written some good pieces @PhotonCap @FrameworkWisely @DanCarlson33 @_BurakBesenk @RichardPrati @YeahDrDave"
X Link @crux_capital_ 2025-10-12T20:37Z 1634 followers, XXX engagements

"Decoding the CEO's Strategy $OSS CEO Mike Knowles' public statements reveal a clear and confident strategy. At the recent AUSA defense exposition he said "Our focus this year is on bringing the power of the data center to the fight by delivering unique Enterprise Class compute capabilities directly to the battlefield". This is a precise articulation of their value proposition. Following a recent $XXXX million capital raise he stated the offering "provides the capital to support our current and future sales growth while also strengthening our balance sheet". This shows a proactive approach to"
X Link @crux_capital_ 2025-10-13T13:41Z 1634 followers, XXX engagements

"What is One Stop Systems $OSS At its core One Stop Systems designs and manufactures high-performance computing and storage solutions for rugged "edge" applications. The company focuses on what it calls "AI Transportables" which are systems that deliver artificial intelligence and machine learning capabilities to harsh mobile and disconnected environments. Their products include ruggedized servers compute accelerators and flash storage arrays engineered for demanding situations where standard computers would fail. This technology is critical for real-time data processing in fields like defense"
X Link @crux_capital_ 2025-10-13T13:41Z 1634 followers, XXX engagements

"Fueling the Future of AI $NEE The AI revolution runs on electricity and demand is exploding. NextEra is uniquely positioned to meet this challenge. The company is pursuing an "all-of-the-above" strategy to provide the 24/7 reliable power that data centers demand. This includes partnering with GE Vernova to develop new gas-fired plants and exploring the restart of its Duane Arnold nuclear plant in Iowa. It's also signing huge deals directly with tech giants like an 860-megawatt agreement with $GOOG. By joining the AI Infrastructure Partnership NEE is moving beyond single projects to help build"
X Link @crux_capital_ 2025-10-11T19:20Z 1634 followers, XXX engagements

"@food_deco Just bought a few hundred more shares at high of day. No intention of trading this one. Way different strategy. I want to see them hit the multi billion revenue goal $ALMU"
X Link @crux_capital_ 2025-10-14T14:06Z 1634 followers, XXX engagements

"What's Next on the Horizon $NEE A major upcoming catalyst is the pending FPL rate settlement with a decision expected in Q4 2025. If approved it would provide earnings clarity and a path for X% capital growth through 2029. The proposal also includes new competitive tariffs designed specifically to attract large-load customers like data centers to Florida. One tariff proposes an initial all-in price of $80/MWh for up to X GW of new load at three specific sites with close proximity to existing transmission. This is a clear aggressive move to make Florida a prime destination for data center"
X Link @crux_capital_ 2025-10-11T19:20Z 1634 followers, XXX engagements

"Did several deep dives on $NCNA back when it was in the high 2's low 3's. Excited to see it getting the action it deservers now trading $X I've done lots of deep dives on this page. Sometimes they don't hit and thats just the nature of the market. But sometimes they really do and that makes all the research worth it Data coming up soon for NCNA so I am managing my risk as always going into a binary event"
X Link @crux_capital_ 2025-10-07T19:22Z 1579 followers, 2562 engagements

"Conclusion $CRDO Credo Technology Group represents a high-conviction investment in the foundational layer of the AI and cloud computing megatrends. The company possesses a clear technological moat a proven business model at an inflection point of profitability and exposure to powerful secular growth. However this opportunity is accompanied by a demanding valuation and clear risks including insider selling and intense competition. The current technical posture converging on a strong support zone presents a compelling entry point for long-term investors with a high tolerance for volatility and"
X Link @crux_capital_ 2025-10-08T15:04Z 1618 followers, XXX engagements

"A Strategic "Geopolitical Moat" $ALMU Aeluma has built a powerful advantage by committing to a XXX% Made-in-America strategy. In today's world securing the semiconductor supply chain is a top national priority. By keeping its R&D and manufacturing onshore Aeluma protects its cutting-edge intellectual property and fosters a faster cycle of innovation. This makes them a trusted partner for sensitive government programs with agencies like DARPA and for commercial clients who need to de-risk their supply chains and avoid international friction. This alignment with national interest positions them"
X Link @crux_capital_ 2025-10-09T13:33Z 1634 followers, 1029 engagements

"The Bull vs. The Bear $NEE The investment case is compelling. The bull case: You get stable growing dividends from a top-tier utility plus exposure to the world's leading renewable growth engine perfectly positioned for the secular trends of electrification and decarbonization. The bear case: The stock trades at a premium P/E ratio relative to peers leaving little room for error. The valuation already prices in flawless execution of the massive $XX billion capital plan and a stable interest rate and policy environment. Any major project delays cost overruns or an unfavorable shift in state or"
X Link @crux_capital_ 2025-10-11T19:20Z 1634 followers, XXX engagements

"What's one stock that you really want to own but don't yet have a position $AMRC is mine. I'm tempted to get in now and DCA because I think the valuation is fair even with this run up"
X Link @crux_capital_ 2025-10-09T14:49Z 1579 followers, XXX engagements

"The forward-looking growth story is even more compelling. $PGY has three clear vectors for expansion. First they are adding new enterprise lending partners with a focus on large U.S. banks and auto captives. Second they are monetizing existing partnerships by increasing unit economics as newer partners ramp up to maturity and they add new products. Third they continue to expand into new product categories. This strategy is designed to help their partners increase customer lifetime value and drive further growth without taking on additional marketing costs"
X Link @crux_capital_ 2025-10-01T13:12Z 1620 followers, XX engagements

"Path to Commercialization: From Design to Production $OSS OSS has a clear and proven path from development to large-scale commercialization. The customer-funded development programs are the first step establishing OSS as the incumbent technology provider for large multi-year programs. Management has explicitly stated that they expect development relationships initiated in 2024 to begin transitioning into production orders and sales throughout 2025 and beyond. We are already seeing this happen with the follow-on production order from the medical imaging OEM which started as a development"
X Link @crux_capital_ 2025-10-13T13:41Z 1632 followers, XXX engagements

"The Wall Street disconnect $STEM Here is where it gets interesting for investors. The stock has been soaring on the turnaround news yet Wall Street analysts remain cautious with average price targets well below the current trading price. Why the gap Analysts are modeling the historical risks. The market however is pricing in the future story: the massive potential of a successful SaaS company in a booming industry. This disconnect between the numbers of the past and the narrative of the future is the opportunity for investors who see the vision"
X Link @crux_capital_ 2025-10-12T18:52Z 1634 followers, XXX engagements

"I haven't seen too much detailed conversation on here about the $POET $75m placement in regards to MMCAP. Does anyone have any additional insight From what I have seen so far they were responsible for the entire placement but their equity stake at the end of the day didn't change much as they immediately sold shares to keep their ownership below the XX% regulatory threshold. If this is true the logical assumption my brain goes to is that they wanted to make sure their (already significant) position in POET was more likely to succeed and wanted to infuse the company with a full tank of gas to"
X Link @crux_capital_ 2025-10-12T14:30Z 1632 followers, 17.6K engagements

"The Foundry Partnership: The Final Green Light $ALMU CEO Klamkin stated in May that he expected to announce a U.S.-based foundry partner "within months." This is the single most important milestone on the horizon. Aeluma's in-house facility is for R&D and small-batch production but they need a massive factory to produce millions of chips for the consumer and auto markets. This partnership gives them access to a multi-billion dollar fab without the cost validating their entire "capital-light" strategy. It proves their proprietary process can be integrated into a standard high-volume"
X Link @crux_capital_ 2025-10-12T20:37Z 1634 followers, XXX engagements

"16/24 Entegris Inc. $ENTG Thesis: Entegris is a leading supplier of advanced materials and process solutions for the semiconductor industry. The company provides the mission-critical materials such as highly specialized filtration purification systems and advanced chemicals that are essential for manufacturing the world's most complex microchips. As semiconductor architectures become more advanced the need for Entegris's materials science and purity expertise grows. The company is a direct play on the long-term growth and increasing complexity of the semiconductor capital equipment cycle."
X Link @crux_capital_ 2025-10-07T16:41Z 1593 followers, XXX engagements

"Florida's Powerhouse $NEE The foundation of NextEra is FPL America's largest electric utility. It serves over XX million people in a state that's booming. Florida isn't just growing in population; its $1.7T economy is the 16th largest in the world. FPL is known for incredible reliability and keeping customer bills well below the national average. This operational excellence builds trust with regulators creating a stable environment for smart investments in grid modernization storm hardening and clean energy. These investments enhance service and expand the company's rate base upon which its"
X Link @crux_capital_ 2025-10-11T19:20Z 1633 followers, XXX engagements

"The most significant anticipated milestone for $ALMU is the formal announcement of a high-volume U.S. foundry partner a development CEO Klamkin indicated in May was expected "within months". This event is fundamentally important because it represents the company's pivotal transition from its current R&D and pilot-scale operations to true mass manufacturing capabilities. Aeluma's in-house facility is designed for innovation and fulfilling smaller strategic contracts not for producing millions of chips for the consumer or automotive industries. A foundry partnership provides Aeluma access to a"
X Link @crux_capital_ 2025-10-09T19:20Z 1632 followers, 1593 engagements

"@sun_finn66909 I havent been following it too closely. I end up closing in the low 100s Whats the latest"
X Link @crux_capital_ 2025-10-14T01:25Z 1612 followers, XX engagements

"The Billion-Dollar Roadmap $OSS The $200M+ Army contract is just the tip of the iceberg. Management has repeatedly confirmed a qualified sales pipeline that now exceeds $X billion. The sheer scale of this pipeline relative to the company's current size is staggering and suggests the potential for exponential growth. This is not a wish list. It is a diversified portfolio of concrete opportunities across their key markets. It includes multiple programs within the U.S. Department of Defense renewals for established platforms like the U.S. Navy P-8 program and major commercial applications. For"
X Link @crux_capital_ 2025-10-13T13:41Z 1634 followers, XXX engagements

"The De-Risking Catalyst: A New CEO $OSS For any small company with a massive pipeline the biggest question is always execution. In May 2024 OSS made a strategic move to address this head-on by appointing Michael Knowles as CEO. This was not a routine leadership change. Mr. Knowles previously served as a Vice President in the C5ISR sector at Cubic a major defense contractor. This means the person now leading OSS has spent years selling advanced technology directly to the same military and prime contractor customers that make up the company's primary target market. His deep domain expertise"
X Link @crux_capital_ 2025-10-13T13:41Z 1632 followers, XXX engagements

"Navigating the Political Climate $NEE A potential Trump administration presents a complex landscape. There's a fascinating contradiction: Trump has spoken of the need for new generation to fuel AI data centers yet his administration is actively hostile to renewables which are often the quickest and cheapest sources of new power. This creates a tense policy environment. However NextEra has a plan. CEO John Ketchum described the new legislation as "tough but constructive" outlining a strategy to "safe harbor" its project pipeline through 2029 by locking in tax credits before deadlines. This"
X Link @crux_capital_ 2025-10-11T19:20Z 1634 followers, XXX engagements

"The Final Word $NEE NextEra Energy is a premium company for a reason. It's a bet on two of the biggest secular trends of our time: decarbonization and the electrification of everything. A complex powerful and fascinating story at the heart of the American energy sector. I have a long position because I want a broad basket of exposure to the upcoming demand on our grid and I expect NEE to be a main beneficiary I intend to DCA into this position over the next few days/weeks depending on the macro environment None of this is financial advice. Do your own research. This stock could be very"
X Link @crux_capital_ 2025-10-11T19:20Z 1634 followers, XXX engagements

"Analyst & Wall Street Consensus Despite the risks sentiment from the Wall Street analyst community is overwhelmingly positive. The consensus rating for $CRDO is a "Strong Buy" reflecting the company's exceptional execution and strategic position within the AI infrastructure narrative. Of the XX analysts covering the stock XX currently have a "Buy" or "Strong Buy" rating. The average 12-month price target is approximately $XXX suggesting potential upside from recent trading levels. This bullish consensus is further supported by a consistent trend of upward earnings estimate revisions following"
X Link @crux_capital_ 2025-10-08T15:04Z 1556 followers, XX engagements

"The Financial Pivot to Profitability $OSS A key part of the OSS story is the deliberate strategic pivot that is already transforming its financial profile. The company operates in two segments: the core U.S.-based OSS segment and the European-based Bressner segment which is more of a legacy system integrator. The difference in profitability is stark. In the most recent quarter the core OSS segment reported a healthy gross margin of 41.3%. The Bressner segment by contrast had a gross margin of just 24.3%. Management is actively focusing resources on the higher-growth higher-margin"
X Link @crux_capital_ 2025-10-13T13:42Z 1632 followers, XXX engagements

"From Lab to Fab: The Commercialization Plan So what is $ALMU doing right now to turn this incredible tech into revenue They have over XX active customer engagements and are shipping evaluation chips for qualification. Crucially they are already in pilot production with AIM Photonics proving out their manufacturing process at a larger scale. This is the critical de-risking phase bridging the gap from R&D to full commercialization. They are methodically executing the plan to get their chips into the hands of major players in AI and automotive with the next step being the announcement of a"
X Link @crux_capital_ 2025-10-09T13:33Z 1634 followers, XXX engagements

"@PhotonCap Thanks for all the added insight I agree on the sentiment and will definitely be adding to this (already significant) position in my port"
X Link @crux_capital_ 2025-10-12T17:45Z 1622 followers, XXX engagements

"The turnaround is happening now $STEM The comeback is already in motion. In 2025 $STEM cleaned up its balance sheet with a crucial debt exchange that reduced its debt by nearly $XXX million and it regained NYSE compliance with a reverse stock split. Then it delivered a bombshell Q2 earnings report. For the first time in its history the company achieved positive adjusted EBITDA. The stock has been rallying hard on the news as investors take notice. The next major catalyst is the Q3 earnings call on October 29th. The market will be watching closely to see if the momentum is still building"
X Link @crux_capital_ 2025-10-12T18:52Z 1634 followers, XXX engagements

"Building Tomorrow's Grid $NEE NextEra's growth pipeline is immense. The company plans to invest $XX billion through 2028 aiming to add between XXXX and XXXX GW of new renewables and storage capacity by 2027 alone. To put that in perspective XXXX GW is more than the entire generating capacity of many states. This pipeline is supported by a contracted backlog of nearly XX GW which means a significant portion of this future growth is already sold under long-term agreements providing strong visibility into future earnings. This aggressive expansion is designed to meet the skyrocketing demand from"
X Link @crux_capital_ 2025-10-11T19:20Z 1634 followers, XXX engagements

"11/ Leadership $ABCL Leadership matters. CEO Carl Hansen is a scientist and engineer who left academia to build AbCellera. CTO Vronique Lecault co-invented the microfluidic technology. Board member Michael Hayden is a world renowned geneticist. Hansen has called the start of trials for ABCL635 and ABCL575 a landmark achievement signaling AbCelleras full transition to a clinical company. The focus now is execution proving that the platform can consistently create real medicines"
X Link @crux_capital_ 2025-08-31T19:50Z 1633 followers, XXX engagements

"9/24 ClearPoint Neuro Inc. $CLPT Thesis: ClearPoint Neuro provides the premier navigation platform for minimally-invasive neurological procedures. Its MRI-guided system is a critical enabling technology for the biopharmaceutical industry allowing for the precise real-time delivery of gene therapies biologics and other treatments directly to the brain. As the pipeline of novel therapies for diseases like Parkinson's Epilepsy Huntington's Disease and Alzheimer's continues to grow ClearPoint is positioned as a key "picks and shovels" partner. The company represents a bet on the success of the"
X Link @crux_capital_ 2025-10-07T16:41Z 1630 followers, XXX engagements

"Fascinating pre-market action in $BULL today driven by its 180-day lock-up expiration. While the lock-up is creating expected selling pressure the real story is on the tape: roughly XX million shares were absorbed in massive block trades at $XXXXX a significant premium to the live market ask of $XXXXX at that time. The most likely scenario this points to is a large pre-arranged transfer of shares from unlocked insiders directly to an institutional buyer. This would be a strategic move to manage the new supply hitting the market in an orderly fashion. A less likely but still possible"
X Link @crux_capital_ 2025-10-08T13:03Z 1576 followers, 1648 engagements

"Awesome write up here on $OSS A new high conviction position for me"
X Link @crux_capital_ 2025-10-14T02:21Z 1634 followers, 1450 engagements

"5/24 IREN Limited $IREN Thesis: IREN is strategically pivoting its business model to capitalize on the explosive demand for AI computing. The company is leveraging its expertise in building and operating high-efficiency data centers originally designed for Bitcoin mining to serve the High-Performance Computing (HPC) and AI cloud services market. This transition diversifies its revenue away from crypto volatility and repositions IREN as an emerging infrastructure provider for the AI revolution all while maintaining its foundation of using XXX% renewable energy. Levels to Watch: The chart is"
X Link @crux_capital_ 2025-10-07T16:41Z 1570 followers, XXX engagements

"The high-stakes reality $STEM Now for the reality check because this is a high-risk high-reward play. The balance sheet is still a work in progress. The company is burning cash to fuel this transformation and its cash on hand is tight. It also has negative shareholder equity meaning its liabilities are greater than its assets. The entire investment thesis hinges on the company reaching sustained positive cash flow before its financial runway gets short. It is a race against time and that is precisely what creates the massive upside potential if they win"
X Link @crux_capital_ 2025-10-12T18:52Z 1634 followers, XXX engagements

"CEO Klamkin stated in May that he expected to announce a U.S.-based foundry partner "within months." $ALMU This is the single most important milestone on the horizon. Aeluma's in-house facility is for R&D and small-batch production but they need a massive factory to produce millions of chips for the consumer and auto markets. This partnership gives them access to a multi-billion dollar fab without the cost validating their entire "capital-light" strategy. It proves their proprietary process can be integrated into a standard high-volume manufacturing line. It's the event that signals to the"
X Link @crux_capital_ 2025-10-14T14:29Z 1634 followers, 4329 engagements

"The AI revolution has created a new class of elite essential enablers. I have identified a leader in this space with staggering growth a pristine balance sheet and deep hyperscaler partnerships. Its chart is now presenting a classic technical entry point. Will I be buying A full investment analysis of $CRDO. 🧵👇"
X Link @crux_capital_ 2025-10-08T15:04Z 1559 followers, XXX engagements

"The AI revolution demands unprecedented power and political leaders are calling for a grid that can deliver. Meet the energy titan built for this moment turning utility stability into a clean energy empire. This is NextEra Energy. Let's Dive In $NEE 🧵"
X Link @crux_capital_ 2025-10-11T19:20Z 1632 followers, 2997 engagements

"The Future of Data Centers: Co-Packaged Optics $ALMU This QD laser technology is a key enabler for what the industry calls "co-packaged optics." This is a new architecture that integrates the optical interconnects directly into the same package as the main processing chips like GPUs from Nvidia or switch ASICs from Marvell and Broadcom. By bringing the optics and silicon closer together you dramatically reduce latency and power consumption. This approach promises to solve a core physics problem that could otherwise limit the growth of AI. Aeluma is providing a critical foundational component"
X Link @crux_capital_ 2025-10-09T13:33Z 1634 followers, 1741 engagements

"The Crown Jewel: A Transformative Partnership $OSS The most powerful validation of OSS's technology and market position is its contract with the U.S. Army. The company has been designated as the sole-source provider for the computing and storage hardware for a critical XXX situational awareness vehicle modernization program. The potential value of this single contract is estimated to be over $XXX million over the next three to five years. A figure that is more than double the company's entire market capitalization. The "sole-source" designation is crucial. It removes competitive bidding risk"
X Link @crux_capital_ 2025-10-13T13:41Z 1634 followers, XXX engagements

"The Secret Weapon: Customer-Funded Development $OSS One of the most powerful and overlooked aspects of OSS's business model is its rapidly growing "customer-funded development revenue." This revenue stream which surged an incredible XXX% to $XXX million in 2024 is a critical leading indicator for future large-scale production contracts. Heres how it works: major customers like defense primes or medical device OEMs pay OSS to custom-design and engineer computing solutions specifically for their platforms. They are essentially paying to have OSS technology "designed in" from the ground up. This"
X Link @crux_capital_ 2025-10-13T13:41Z 1634 followers, XXX engagements

"If you need any indication that the AI trade is alive and well and that side line investors are looking for opportunities to jump in look at the $CIFR chart Friday's AH low was XXXX. Today's high so far is XXXXX Almost a XX% swing Take what you want from this. I know how I will position myself $IREN $WYFI $NBIS $CRWV"
X Link @crux_capital_ 2025-10-13T19:37Z 1632 followers, XXX engagements

"My investment in $CYN is a bet on its leadership. For an early-stage company the team is everything. Cyngn is led by a CEO with a history of successful startup exits and is supported by a management team and board with deep experience from the world's top tech and robotics firms. Let's dig further. $CYN @liortal @cyngn"
X Link @crux_capital_ 2025-10-08T20:53Z 1622 followers, 1044 engagements

"News broke this week of a major geopolitical shock coming to the energy sector. Starting November X China will restrict exports of the large-scale lithium-ion batteries critical for stabilizing the U.S. grid and powering the AI revolution. This is a massive development especially since data from early 2025 showed the U.S. imports roughly XX% of these batteries from China. But this is where NextEra Energy's foresight and scale create a powerful competitive advantage. The company has been preparing for this. A June 2025 Fitch Ratings report confirmed that $NEE has actively diversified its"
X Link @crux_capital_ 2025-10-11T19:48Z 1615 followers, 1991 engagements

"Getting increasingly bullish on $ALMU The company is officially targeting a $4.9B Serviceable Available Market (SAM) for 2030. CEO has reportedly aligned with analyst projections forecasting $3.33B in revenue by then implying a goal to capture XX% of that market. What could that mean for valuation Using current EV/Sales multiples: At 6.5x ($LAZR comp) it implies a $22B EV. At 11x ($MRVL comp) it implies a $37B EV. Even at 1x it implies a 3.3B EV Current market cap 300M Disclaimer: This is speculative modeling based on analyst projections reportedly aligned with the CEO not a guarantee of"
X Link @crux_capital_ 2025-10-10T14:55Z 1602 followers, 2839 engagements

"Acknowledging the Risks $OSS No investment thesis is complete without a clear-eyed view of the risks and OSS is a speculative investment. The primary risk is execution and concentration. The company's future is heavily dependent on converting a few very large programs within its pipeline particularly the $200M+ Army contract. Government procurement cycles can be long and unpredictable and any significant delays or cancellations would be a major setback. The company also has a history of unprofitability and achieving sustained profitability is not guaranteed. Finally as a micro-cap stock OSS"
X Link @crux_capital_ 2025-10-13T13:42Z 1634 followers, XXX engagements

"Growth Vector: Medical & Industrial AI $OSS OSS is also leveraging its expertise in rugged computing to penetrate other demanding commercial sectors. A significant new vertical is medical imaging highlighted by a recent $X million follow-on order from a major medical OEM. This single program has a potential value of over $XX million over five years showcasing a substantial and growing revenue stream. These systems provide the intense computational power needed for advanced imaging technologies like MRI or CT scanners where performance and reliability are paramount. Additionally the company"
X Link @crux_capital_ 2025-10-13T13:41Z 1634 followers, XXX engagements

"$MIGI hit X at the end of day today. Up almost 4x from the beginning of September and 2.5x since I took a position last week $WYFI up 2x in a month and XX% from my entry last week $CIFR up 2x in a month and XX% from my entry at the beginning of the week $INOD up 2.5x in a month and 2x from my entry at the beginning of September This HPC/DC space is wild. I really want as much responsible exposure as I could get until something breaks"
X Link @crux_capital_ 2025-10-03T02:29Z 1620 followers, 2463 engagements

"Disclaimer: We are long $ALMU . This thread is not financial advice or a recommendation. Do your own research"
X Link @crux_capital_ 2025-10-09T13:33Z 1634 followers, 1021 engagements

"A Legacy of Performance $NEE The numbers speak for themselves. Over the last XX years NextEra has delivered a stunning 1292% total shareholder return crushing both the S&P XXX and the utility index. During that time it has grown its adjusted earnings per share at X% annually and its dividend per share at XX% annually. The company has a 31-year track record of consecutive dividend increases a testament to its financial discipline. Management is confident this will continue guiding for X% to X% annual adjusted EPS growth through 2027 and targeting XX% annual dividend growth through at least"
X Link @crux_capital_ 2025-10-11T19:20Z 1633 followers, XXX engagements

"@Gainzville21 Yeah all of that flow is very wild. Being so far out both in dates and strike is really interesting"
X Link @crux_capital_ 2025-10-12T19:59Z 1621 followers, XX engagements

"Credo's Hyperlume buy is not a threat to $POET It's a major validation. Let's dive in The recent acquisition of optical interconnect startup Hyperlume by $CRDO sent a shockwave through the AI infrastructure space and for good reason. Credo a company that built its reputation on extending the life of copper wiring with its Active Electrical Cables has now made a decisive multi million dollar move into the world of short reach optics. On the surface this looks like a new formidable competitor for POET Technologies $POET. A deeper analysis however reveals the opposite. This acquisition is one of"
X Link @crux_capital_ 2025-10-08T12:32Z 1564 followers, XXX engagements

Category Creators

https://lunarcrush.com/api4/public/category/:category/creators/v1

Get the top creators for a social category

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::79293791",
      "creator_name": "rihanna",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1960786225423659008/GhLekHuP_200x200.jpg",
      "creator_followers": 107096627,
      "creator_rank": 1,
      "interactions_24h": 86230220
    }
  ]
}

Schema:

Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "FoxNews",
      "creator_display_name": "Fox News",
      "creator_id": "1367531",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1956414642370015232/GEq5Z9jN_200x200.png",
      "creator_followers": 208065784,
      "creator_posts": 1946,
      "creator_rank": 1,
      "interactions_24h": 303150257
    }
  ]
}

Schema:

Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/1936002956333080576/kqqe2iWO_200x200.jpg",
    "creator_followers": 226637736,
    "creator_rank": 26,
    "interactions_24h": 53318135,
    "topic_influence": [
      {
        "topic": "elon musk",
        "count": 180,
        "percent": 2.81,
        "rank": X
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": XXX
      }
    ]
  }
}

Schema:

Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1

Example response:

{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1758153600,
    "end": 1758844800,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode2-13",
    "generated": 1758826398
  },
  "data": [
    {
      "time": 1758153600,
      "followers": 309352,
      "interactions": 1758,
      "posts_active": 29,
      "posts_created": 1,
      "creator_rank": 296332
    }
  ]
}

Schema: