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@drakeondigital Drake on DigitalDrake on Digital posts on X about ai, $powl, debt, $myrg the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence celebrities XXXXX% musicians XXXXX% finance XXXXX% stocks XXXXX% cryptocurrencies XXXX% technology brands XXXX%
Social topic influence ai 9.09%, $powl #8, debt 6.06%, $myrg 6.06%, $mtz 6.06%, $ctri #2, gas 6.06%, $amsc #6, $leu 6.06%, $mu XXXX%
Top accounts mentioned or mentioned by @calvinfroedge @zerohedge @cryptofishx @trendspider @citrini7 @stocksavvyshay @this1heaux @insomnia_vip @smirnovvit56480 @hellogo78598860
Top assets mentioned Powell Industries Inc (POWL) MYR Group, Inc. (MYRG) MasTec, Inc. (MTZ) American Superconductor Corp (AMSC) Centrus Energy Corp. (LEU) Micron Technology, Inc. (MU) Viavi Solutions Inc. Common Stock (VIAV) Uber Technologies, Inc. (UBER) Itron Inc (ITRI) Southwest Gas Holdings, Inc. (SWX) Fartcoin (FARTCOIN) SPX6900 (SPX) Amkor Technology Inc (AMKR) Lumentum Holdings Inc. Common Stock (LITE) Schlumberger NV (SLB) Twist Bioscience Corporation Common Stock (TWST) TMC the metals company Inc. Common Stock (TMC) ECOMI (OMI) Bitcoin (BTC) Bitdeer Technologies Group (BTDR)
Top posts by engagements in the last XX hours
"Personally for the optics side of the data center buildout I like $viav as a pick and shovel play Basically is the inspection/testing step before the chip goes in. Important because the companies dont want to install a chip that may damage the rest of the system. They want to make sure it works so theyre willing to pay that extra cost for insurance They also have reoccurring revenue from upgrade cycles and for repairs and maintenance They get a piece of the pie from each company doesnt matter what brand chip it is that sold"
X Link 2025-12-07T01:02Z 25.8K followers, XXX engagements
"The future of compute is Compute done in the device/machine not from a data center Bullish building out the edge of compute. Can learn about oss here. Low cap but favorable r to r $oss"
X Link 2025-12-10T20:00Z 25.8K followers, 1074 engagements
"either an uber degen play or a golden opportunity.TWT what will haps I want to make a thread on rainspirit"
X Link 2022-03-07T19:03Z 25.8K followers, XX engagements
"Just some bullet points $POWL -XXX B MC -1.4$ Billion Backlog -Target market utilities oil/gas data centers - Current PE is XX -XXX Mil cash. basically no debt -Slower grower play but more conservative $MYRG - XXX B MC -2.58$ Billion Backlog -Transmission and Distribution of energy renewables -XX mil cash XXX mil debt - Current PE is XX -Moderate Growth play $MTZ -XXXX B MC -13.6$ Billion Backlog -power delivery Clean energy telecom -XX PE Forward P/E XX -XXX M Cash 2.67Bil Debt - Faster Growth play but more risk $PWR - XX B MC -XXXX $ Billion Backlog -Transmission and Distribution renewables"
X Link 2025-09-19T19:39Z 25.8K followers, 4155 engagements
"My fav electrical grid infra mid caps $powl $mtz $myrg"
X Link 2025-11-05T19:10Z 25.8K followers, 1493 engagements
"Back to fundamentals . I like $itri for smart data/grid solutions General idea on why I like the smarter solutions is because I believe we are going to reach a Growth pause in Compute and buildouts with energy being the hold up. The energy buildout/grid upgrade cannot keep up and the only ways to solve this are - Self power solutions - Better efficiency and more intelligence in Energy consumption. If your looking for more "intelligent" water then $xyl is the play"
X Link 2025-11-10T20:18Z 25.8K followers, XXX engagements
"I like $ctri as an energy infra play. Service electrical and natural gas components. They were just spun off from $swx Has almost X billion in backlog and sub X bil in Mc Has a ton of tailwinds from data center growth and the need to upgrade the grid"
X Link 2025-11-17T01:55Z 25.8K followers, 1293 engagements
"Post spin offs are some of my fav plays . personally really like Centuri $ctri Basically a pure-play contractors on the last mile of the energy transition: the neighborhood-level electric lines and gas pipes that serve homes and businesses. It builds maintains replaces and modernizes the electric power and natural gas distribution systems owned by regulated utilities. It benefits directly from utility capex programs that are largely non-discretionary (safety reliability and regulatory mandates) and that are accelerating because of electrification and decarbonization. Has a pretty sizable"
X Link 2025-12-02T21:06Z 25.8K followers, XXX engagements
"Sellers exhausted yet $amsc"
X Link 2025-12-02T22:37Z 25.8K followers, XXX engagements
"@StockSavvyShay $leu"
X Link 2025-12-07T17:30Z 25.9K followers, 3406 engagements
"Will prob look back at $mu a few years from now as an obvious winner Ai is useless without memory"
X Link 2025-12-08T03:23Z 25.8K followers, XX engagements
"Will prob look back at $mu a few years from now as an obvious winner Ai is useless without data and data needs memory"
X Link 2025-12-08T03:23Z 25.8K followers, XXX engagements
"List of High risk high reward plays I like $fartcoin $spx $krknf kracken robotics $amkr Amkor $amsc American super conductor $poet Poet technologies $lite lumentum holdings $leu centrus energy $psix power solutions $cpwhf ceres power $SLB slumberger $powl - powell industries $omi - owens and minor $twst - twist biosience $psnl personalis $nak - northern dynasty $tmc - The metals company $omex odyssey marine $open opendoor tech $btdr bitdeer $wulf Terawulf $ciph cipher mining $glxy galaxy digital $onds ondas holdings $aehr aehr test systems $mtz mastec $rmbs rambus $clpt clearpoint neuro $tayd"
X Link 2025-12-08T21:56Z 25.8K followers, XXX engagements
"I still think $BTDR offers the best R to R on bitcoin beta Its down alot because of a black swan of back to back bad news but if btc can find its footing IMO the market will catch on. bitdeer has an edge in bitcoin mining being in direct ties with bitmain ( produces specialized hardware for btc mining) so basically gets rigs at cost. Also dont have the "HPC hype" baked into the price"
X Link 2025-12-09T21:19Z 25.8K followers, XXX engagements
"Zero debt $580M+ cash pile 17x P/E U.S. monopoly in a mission-critical semiconductor layer Massive moat (only X real players globally) Massive Tailwinds from AI/Quantum/Robotics Forward P/E 16x for FY25 (vs. semi industry 38x) Trades at 2.6x sales and 1.9x bookscreams bargain for a leader in a $1T semi ecosystem by 2030 $2B market cap attacking Its the cookie-cutter for every advanced chip and Americas only one. Has to be one of the cleanest setups in the semi space"
X Link 2025-12-11T18:21Z 25.8K followers, XXX engagements