@mc_khristina Avatar @mc_khristina KH

Several companies, including $CRWV, $GLXY, and $MSTR, have made significant announcements, such as achieving high ratings, receiving new coverage, and getting credit ratings. $ASST and $RIOT have seen attention from investors and analysts, with some expressing concerns about warrant overhangs. The market is also awaiting events like the government shutdown resolution, NVIDIA earnings, and potential impacts on the AI and crypto sectors.

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Social Influence

Social category influence stocks 51.61% cryptocurrencies 37.1% finance 34.68% technology brands 9.68% countries 4.84% social networks 2.42% currencies 2.42% travel destinations 1.61% exchanges 1.61% automotive brands 0.81%

Social topic influence bitcoin 16.94%, $asst #154, $asts #180, $mtplf #66, if you 7.26%, $astx #2, $mstr #504, $xxi #17, in the 5.65%, $velo #55

Top accounts mentioned or mentioned by @jessekobernick @bruce5587 @mikealfred @mvcinvesting @wiseassdame @21rateshq @jackmallers @comic @muhkayfabe @deepvalue47 @danielpizzari @zynxbtc @tothemadmax @delb0ytr0tter @thinker21mil @jeffgoldsmith23 @lionlevanski @bleighky @ken1818181_l1x @gerovich

Top assets mentioned Bitcoin (BTC) Asset Entities Inc. (ASST) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Metaplanet Inc. (MTPLF) Asterix Labs (ASTX) Strategy (MSTR) Cantor Equity Partners, Inc. Class A Ordinary Shares (CEP) Velo (VELO) Micron Technology, Inc. (MU) Redwire Corporation (RDW) Voyager Technologies, Inc. (VOYG) Rocket Lab USA, Inc. Common Stock (RKLB) UFO Gaming (UFO) Vertiv Holdings Co (VRT) Safe Pro Group Inc. (SPAI) Intuitive Machines, Inc. (LUNR) Morgan Stanley (MS) Alphabet Inc Class A (GOOGL) IBM (IBM) iShares BTC Trust (IBIT) Oracle Corporation (ORCL) CoreWeave, Inc (CRWV) Arista Networks Inc (ANET) GE Vernova Inc. (GEV) NVIDIA Corp. (NVDA) Bloom Energy Corporation (BE) Broadcom, Inc. (AVGO) Snowflake Inc. (SNOW) Monolithic Power Systems, Inc. (MPWR) Taiwan Semiconductor (TSM)

Top Social Posts

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

"$MTPLF MetaPlanet Merchandise Madness at the MetaPlanet Management Meet-Up @gerovich @dylanleclair @Yoshimi3350Abe @Sophia_Jp_3350 @juriwatanabe_ @Shinpei3350"
X Link 2025-05-29T21:52Z [----] followers, 132.1K engagements

"a little bit personal . I grew up in a divorced home (and my father lived [----] miles and a connecting flight away when airplanes had smoking sections and before computers and cell phones my mom was a flight attendant (ie not home that often) and my stepdad always had odd jobs (including being a Domino's pizza delivery man). Money (the lack thereof) was a constant fight in my childhood home and it sucked I got my first job the day I turned [--] and have worked ever since . I ultimately earned a degree in finance and was fortunate to build a career at incredible wall street institutions work hard"
X Link 2025-10-19T22:05Z [----] followers, 27.3K engagements

"$MSTR Citi Starts Strategy at Buy PT $485"
X Link 2025-10-21T12:22Z [----] followers, 11.5K engagements

"If you missed my livestream chat with @21RatesHQ yesterday you can watch the replay on YouTube . we talked Bitcoin Treasuries where I have been wrong what I am contemplating on the sector now and even some other non-Bitcoin names like $ASTS (my top position) and $KRKNF (my newest position). https://www.youtube.com/live/IywcdQ1aBR8si=LKqZ6Wd0IDOR1Ene https://www.youtube.com/live/IywcdQ1aBR8si=LKqZ6Wd0IDOR1Ene"
X Link 2025-10-24T12:43Z [----] followers, 59.8K engagements

"Brain: You don't own $ASST just keep your mouth shut . there is only personal downside here zero upside . it's going to be very awkward at the next Bitcoin conference/gathering . Narrator: She just couldn't help herself . $MSTR holds [------] Bitcoin is trading at 1.29x mNAV (diluted) and has already launched preferreds that they are successfully using to acquire more Bitcoin . plus you get Saylor as CEO. $ASST holds [----] Bitcoin is trading at 2.2x mNAV (diluted) is the the process of trying to acquire $SMLR has a liquidity overhang from the PIPE/warrants (see @NitherDither analysis) and has"
X Link 2025-10-25T20:16Z [----] followers, 65.6K engagements

"Top hyperscalers set to boost [----] AI spending by 70% to $600 billion. How to play the spending boom now. The "plays" mentioned in the article $CRWV $ANET $ASML $SNOW $ORCL $VRT $GEV $MPWR $NVDA $BE $AVGO $MU $TSM https://www.cnbc.com/2026/02/12/top-hyperscalers-to-boost-ai-capex-to-600-billion-stocks-that-benefit.html https://www.cnbc.com/2026/02/12/top-hyperscalers-to-boost-ai-capex-to-600-billion-stocks-that-benefit.html"
X Link 2026-02-12T22:41Z [----] followers, [---] engagements

"$VELO down over 22% today . thank you for the sale $11.90 last. NFA"
X Link 2026-02-04T17:50Z [----] followers, [----] engagements

"$MU and another analyst price target increase - TD Cowen analyst raised his price target to $600 and projects [----] earnings of $60/share"
X Link 2026-02-12T17:09Z [----] followers, [---] engagements

"Leveraged Bitcoin Equity (LBE) Tracker Update🔸Since the US market was on holiday today . leading to X being a bit more quiet than usual I thought I'd share the latest LBE tracker. I added a country column . this is alphabetical order and intentionally did not include including miners. Am I still missing anyone"
X Link 2025-06-19T21:49Z [----] followers, 12.9K engagements

"MetaPlanet closed in Japan on Friday at [---] Yen which was up 10% on the day for the TSE (or $3.07 USD and vs. the US OTC Friday close of slightly higher at $3.11). The international quiet period is expected to end (basically now) . Bitcoin is at $113548 last and feels like it is going higher . oh and the highly respected @LynAldenContact responded to an X post today saying that MetaPlanet is "a pretty good deal" . what she wouldn't buy before at at 6x mNAV she would buy down here $MTPLF higher"
X Link 2025-10-26T18:29Z [----] followers, 16.9K engagements

"@Mike10947310 $SPAI"
X Link 2026-01-08T18:21Z [----] followers, [----] engagements

"and it would appear that just like that Crypto Twitter (CT) is back 😂 $BTC $ETH $MSTR $BMNR $MTPLF $TSWCF $XXI $ASST"
X Link 2026-01-13T23:17Z [----] followers, [----] engagements

"MetaPlanet is trading up over 11% currently in Japan on the TSE rough equivalent of $3.70 USD Are we finally back . $MTPLF $MPJPY"
X Link 2026-01-14T00:56Z [----] followers, 12.4K engagements

"$SPAI an under the radar founder led micro cap AI Defense play that has received significant strategic investments from $ONDS JUST INSafe Pro Selected to Present its Patent AI Demining Technology in Support of Ukraine's Reconstruction at the Society of American Military Engineers Kyiv Conference https://safeprogroup.com/press-releases/ https://twitter.com/i/web/status/2011424740464861661 https://safeprogroup.com/press-releases/ https://twitter.com/i/web/status/2011424740464861661"
X Link 2026-01-14T13:06Z [----] followers, [----] engagements

"$ASST CEO @ColeMacro bought 500K shares @ $0.92 https://www.sec.gov/Archives/edgar/data/1920406/000095010326000473/xslF345X05/dp239956_4-cole.xml https://www.sec.gov/Archives/edgar/data/1920406/000095010326000473/xslF345X05/dp239956_4-cole.xml"
X Link 2026-01-14T13:49Z [----] followers, [----] engagements

"$XXI @jackmallers stock options were granted at an exercise price of $14.43 per share which means they are worthless unless he can get the stock over $14.43. $XXI closed at $9.28 on Friday which means that getting back to $14.43 is over 55% higher (and of course he needs to get the stock over $14.43 to make any money on the options). Worth noting his options do not expire until [----] so he has plenty of time to get there. https://twitter.com/i/web/status/2012631305750474837 https://twitter.com/i/web/status/2012631305750474837"
X Link 2026-01-17T21:01Z [----] followers, [----] engagements

"You can now submitted indications of interest for the York Space Systems IPO at Fidelity. Expected pricing date is January 28th (after the close). $YSS"
X Link 2026-01-20T15:24Z [----] followers, [----] engagements

"$SIDU Sidus Space To Offer Up To $500M In Securities"
X Link 2026-01-20T22:26Z [----] followers, [----] engagements

"GoMining Jacob & Co. Debut $40K Luxury Bitcoin Watch Paired With 'Digital Miner'. The limited-edition 100-piece combo grants purchasers a luxury watch and a digital miner with [----] TH in computing power. Similar mining capacities could earn users net rewards of nearly $7000 a year based on current BTC prices. This isn't the first time Jacob & Co. has offered a Bitcoin-themed watch nor is this the most expensive rendition. In [----] the jeweler launched the lavish Astronomia Solar Bitcoin timepiece limited to just [--] pieceseach retailing for $348000."
X Link 2026-01-22T13:11Z [----] followers, [----] engagements

"$BTGO the first Crypto IPO of the year debuted today priced at $18 (above the original range of $15-17) ran up to a high of $24.50 on the day and closed at $18.49 what do you want to bet it breaks deal price tomorrow and goes below $18"
X Link 2026-01-22T22:04Z [----] followers, [----] engagements

"Bitcoin last $86790. BTCTC average Bitcoin purchase prices 👇 $MSTR $75979 $XXI $87280 $MTPLF $107607 $ASST $105979 $TSWCF $112996 $HOGPF $114808 SOURCE: I pulled these from each of the individual companies own websites with the exception of $XXI which does not have their own published analytics. Yes I still have IRA positions in $MTPLF $MSTR $TSWCF. I am [--] years old and retired therefore I can't draw on this account for sometime and I no longer have a company contributing to a 401K SO despite the opportunity cost (and there is a real one) and because I understand and believe in Bitcoin and"
X Link 2026-01-25T21:32Z [----] followers, [----] engagements

"$MU Mizuho Maintains Outperform on Micron Technology Raises Price Target to $480"
X Link 2026-01-27T16:30Z [----] followers, [---] engagements

"$TSWCF is trading at .98x mNAV and has a nice catalyst coming up . they are anticipating an uplist to the London Stock Exchange (LSE) Main Market on February 3rd (next Tuesday) . this should broaden investor access and liquidity compared to its current AQSE listing. Being on the LSE Main Market makes a company eligible for inclusion in FTSE indexes (e.g. FTSE SmallCap FTSE 250) if it meets market-cap and liquidity criteria and that is something SWC can target after its uplist. NFA https://twitter.com/i/web/status/2016233710148841981 https://twitter.com/i/web/status/2016233710148841981"
X Link 2026-01-27T19:35Z [----] followers, [----] engagements

"$ASPI this name keeps coming up on my feed . I have not done any work and do not have a position in it currently . but may explore. ASP Isotopes is building our role as a core partner in the semiconductor supply chainhelping enable higher-performance computing while addressing the energy cooling and cost challenges that come with it. Through advanced materials and close collaboration with semiconductor and https://t.co/tpjSjkDyyC ASP Isotopes is building our role as a core partner in the semiconductor supply chainhelping enable higher-performance computing while addressing the energy cooling"
X Link 2026-01-27T19:43Z [----] followers, [----] engagements

"SPACE SUPERIORITY . and this was just posted by the Department of War CTO (The official account for the Office of the Under Secretary of War for Research and Engineering) 👇 it's probably nothing 😜 $ASTS $RKLB $PL $RDW $VOYG $VELO $UFO $ASTI $LUNR $NPPTF We have the high ground. 🛰 https://t.co/DoWjRzFEz1 We have the high ground. 🛰 https://t.co/DoWjRzFEz1"
X Link 2026-01-27T20:32Z [----] followers, [----] engagements

"@KawzInvests 👀 interesting. I am familiar with $SPAI but not with $LTRX. 🙏"
X Link 2026-01-27T22:05Z [----] followers, [----] engagements

"Did you see $NXT today . the solar power technology platform jumped 15% after fiscal 3Q financial results beat Wall Streets expectations and it raised its full-year guidance. solar read thru - $TE"
X Link 2026-01-28T18:14Z [----] followers, [---] engagements

"$ASST Seriously What am I missing Strive management retired 4.25% debt due [----] for a 13.3% coupon obligation instead WTF 🙄 In addition they announced the $SATA offering on January 21st and on the 21st $SATA closed at $99.50/share . the following day the 22nd $SATA closed at $95.27/share . they then priced an UPSIZED offering at $90/share when they have stated they aim to keep $SATA trading between $95$105 through dividend rate management. WHY upsize at a discount that undercuts stated policy and existing holders These capital decisions amplify dilution not shareholder returns"
X Link 2026-01-28T21:01Z [----] followers, 22.4K engagements

"UraniumIf you dont have exposure to Uranium you probably should . you wont be early on this trade but you wont be late either . $CCJ $UEC $LEU NFA Some of the more conservative and most plugged in contacts I speak with in this sector have over the past year expressed their view that we are very likely to see $150+ uranium pricing in this cycle The setup we are facing in this sector is the best it has frankly ever been Some of the more conservative and most plugged in contacts I speak with in this sector have over the past year expressed their view that we are very likely to see $150+ uranium"
X Link 2026-01-28T22:24Z [----] followers, [----] engagements

"$BAER I have been patient on this one . waiting for an entry. I am starting a position here $2.85. NFA"
X Link 2026-01-30T20:11Z [----] followers, [----] engagements

"$GME Wants To Buy Its Way To $100 Billion: Marathon Digital Could Do The Trick. $MARA GameStop needs a nine-fold market cap increase to $100 billion for CEO Ryan Cohen's $35 billion payout necessitating bold strategic acquisitions. A high-risk strategy involves acquiring Bitcoin miner Marathon Digital for $5.5 billion transforming GameStop into a crypto producer reliant on a volatile Bitcoin rally. https://www.forbes.com/sites/petercohan/2026/01/30/gamestop-wants-to-buy-its-way-to-100-billion-marathon-digital-could-do-the-trick/"
X Link 2026-01-30T20:21Z [----] followers, [----] engagements

"Robotics (+) read thru from $TER earnings $TER up over 20% after issuing rosy guidance. $TER called for revenue of $1.15B to $1.25B in the first quarter while analysts polled by LSEG sought $935 million. Fourth-quarter results also topped estimates: Teradyne reported adjusted earnings of $1.80 per share on revenue of $1.08 billion. Analysts were looking for $1.37 per share on revenue of $973 million. https://twitter.com/i/web/status/2018451910970236975 https://twitter.com/i/web/status/2018451910970236975"
X Link 2026-02-02T22:30Z [----] followers, [----] engagements

"TheSpaceXandxAI merger is laying the groundwork for whats expected to be the biggest IPO in history. The combined firms shares are expected to be worth $526.59 each according to people familiar with the matter. The company is still expecting to hold an initial public offering later this year. $ASTS $RKLB $RDW $ASTI $UFO $NPPTF https://twitter.com/i/web/status/2018687940193292398 https://twitter.com/i/web/status/2018687940193292398"
X Link 2026-02-03T14:08Z [----] followers, [----] engagements

"$NVO Novo Nordisk Stock Trading Halted Pending Material News Release"
X Link 2026-02-03T16:46Z [----] followers, [----] engagements

"$ASST 20-for-1 reverse split effective at 12:01 a.m. Pacific Time this Friday February 6th so begins trading split adjusted on Friday. Good luck out there. 😬 https://www.sec.gov/Archives/edgar/data/1920406/000095010326001560/dp240990_8k.htm https://www.sec.gov/Archives/edgar/data/1920406/000095010326001560/dp240990_8k.htm"
X Link 2026-02-03T23:23Z [----] followers, 29.7K engagements

"$USAR holders be careful out there . "USA Rare Earth Files Prospectus Relates To Offer And Resale". Once the SEC declares this filing effective (likely in [--] weeks) a significant volume of shares (ie [----] million shares representing roughly 35% of the total shares outstanding) can be sold into the open market. The PIPE priced at $21.50 so PIPE investors are currently in the money . https://twitter.com/i/web/status/2018829357389873373 https://twitter.com/i/web/status/2018829357389873373"
X Link 2026-02-03T23:30Z [----] followers, [----] engagements

". and just like that we will have a new top corporate holder of Bitcoin PLUS some "AI" buzzwords . "TIAN RUIXIANG Holdings Enters Strategic Agreement With Global Digital Asset Investor; Deal Includes Injection Of 15K Bitcoins In Exchange For Equity Stake And Partnership Across AI And Cryptocurrency Ecosystems". $TIRX https://twitter.com/i/web/status/2018837680667177196 https://twitter.com/i/web/status/2018837680667177196"
X Link 2026-02-04T00:03Z [----] followers, [----] engagements

"@ChromeHODLs @comic Regardless LMAO classic response . I have literally always been cautious on $ASST so this is not a new $ASST narrative for me . I warned people early about the warrant overhang CFO filing to sell shares CEO compensation etc good luck to you"
X Link 2026-02-04T00:50Z [----] followers, [---] engagements

"$ASTS say what . "billions of IoT devices" . makes a lot of sense to me . "Hyundai Motor Group partners with Vodafone IoT to deploy connected cars in five countries in the Middle East". For those of you newer to the $ASTS story and by way of background . the relationship between $ASTS and $VOD is a deep multi-layered strategic partnership that has evolved from early-stage investment to a full-scale commercial joint venture. $VOD is not just a customer; they are one of AST SpaceMobile's largest shareholders and a key technical collaborator in bringing "direct-to-cell" satellite broadband to"
X Link 2026-02-04T01:52Z [----] followers, [----] engagements

"@Defiantclient2 @Telstra @Starlink"
X Link 2026-02-04T02:22Z [----] followers, [---] engagements

"$ASST Mike Alfred blocked me back on October 29th after I posted the below 👇👇👇 . On October 29th $ASST closed at $1.25/share . as of this morning $ASST is now down nearly 50% since that time . maybe he should have listened rather than block . LOL 🤡🤣 $ASST Ill probably really be stirring the pot on this one 😬🤦🏼♀ but with the amount of retail plunging into this because of Mike Alfreds backing . I have to at least mention it to try and contribute to people making more informed decisions SO I went back to look at the https://t.co/CCClvHEqcI $ASST Ill probably really be stirring the pot on"
X Link 2026-02-04T13:48Z [----] followers, 25.3K engagements

"WTF Stifel strategist Barry Bannister said in a note Wednesday that historic bear-market trends over the past [--] years pointed to Bitcoin falling as low as $38000 this year. Now I am prepared for additional downside but $38K . come on I really do not see that happening. https://www.barrons.com/articles/bitcoin-xrp-ethereum-cryptos-gold-9051820freflink=desktopwebshare_permalink https://www.barrons.com/articles/bitcoin-xrp-ethereum-cryptos-gold-9051820freflink=desktopwebshare_permalink"
X Link 2026-02-04T14:19Z [----] followers, [----] engagements

"I understand these companies very well. I didnt say any company was directly tracking the price of BTC. You said BTC has "crashed even more since October 29th" which is just not a true statement. As one would expect all BTCTCS are down more since that time . but to dismiss all of the other red flags at $ASST is unwise. Best of luck to you"
X Link 2026-02-04T14:44Z [----] followers, [--] engagements

"If someone blocks you . do you block them back Asking for a friend 🤣"
X Link 2026-02-04T15:32Z [----] followers, [----] engagements

"$TE I am adding shares of T1 Energy here . $7.70 last. NFA"
X Link 2026-02-04T16:19Z [----] followers, [----] engagements

"SpaceX a Globally Banked IPO would make a lot of sense 👇👇👇 $ASTS $RKLB $RDW $LUNR $ASTI $UFO $VOYG Reports SpaceX Is To Open IPO Pitching To Non-US Banks - Non-US Banks Said To Pitch For SpaceX IPO Junior Roles In Mid-January Reports SpaceX Is To Open IPO Pitching To Non-US Banks - Non-US Banks Said To Pitch For SpaceX IPO Junior Roles In Mid-January"
X Link 2026-02-04T17:22Z [----] followers, [----] engagements

"Nothing like price to change sentiment"
X Link 2026-02-04T17:26Z [----] followers, [----] engagements

"If you live in the US have you ever personally placed a wager on one of the prediction markets I havent but was fooling around a bit on Polymarket earlier . I was going to place a prediction on Google's stock price to try it out . and then got a message that I couldnt . What prediction markets are people in the US using https://twitter.com/i/web/status/2019154085983748335 https://twitter.com/i/web/status/2019154085983748335"
X Link 2026-02-04T21:00Z [----] followers, [----] engagements

"$CIEN to join S&P [---] replacing $DAY which is being acquired . were you expecting another company next"
X Link 2026-02-04T23:04Z [----] followers, [----] engagements

"For newer investors . avoid getting caught in the "Trap." 🪤 Price action often lies. The two most common psychological traps: 1/ The Bull Trap 📈➡📉Price breaks above resistance triggering FOMO buys. Suddenly the move fails and reverses. Bulls are "trapped" at the top and forced to sell fueling the crash. See attached visualization. 2/ The Bear Trap 📉➡📈Price dips below a key support making it look like a breakdown. Shorts pile in and weak hands panic sell. Then the "big money" buys the dip squeezing shorts into a rally. The Lesson: Dont chase the first candle of a breakout. Look for volume"
X Link 2026-02-06T18:48Z [----] followers, [----] engagements

"$TE real deal math from @spacanpanman former legit wall street hedge fund guy . "we should be looking at 7x to 10x as a more appropriate EBITDA multiple range" which puts $TE price between $14.56-$21.62. $TE last $8.02 so the upside range is approximately $81.55% to $169.58%. ☀ 2/ $TE: Here's a sensitivity of T1 Energy's valuation at various EBITDA multiples under two scenarios: G1_Dallas + G2_Austin Phase I = $9.90 to $14.20 G1_Dallas + G2_Ausin Phase I and II = $14.50 to $21.60 I believe now that FEOC risk has been removed and more non-dilutive https://t.co/8OMe5EfX4h 2/ $TE: Here's a"
X Link 2026-02-06T18:53Z [----] followers, [----] engagements

"What caused the massive Bitcoin crash Clues point to a blow-up at Hong Kong hedge funds - FORTUNE https://apple.news/AUXgnB37URSSy3lglspyY_A https://apple.news/AUXgnB37URSSy3lglspyY_A"
X Link 2026-02-08T13:21Z [----] followers, [----] engagements

"$HOOD Wolfe upgrades Robinhood to outperform from peer perform. Wolfe says investors should buy the dip. We are upgrading HOOD shares to take advantage of the recent selloff / deterioration in sentiment surrounding the broader crypto ecosystem"
X Link 2026-02-09T13:40Z [----] followers, [----] engagements

"Bitcoin derivatives are flashing warning signs even after the rebound toward $70000 https://www.bloomberg.com/news/articles/2026-02-09/bitcoin-s-recovery-rings-hollow-as-derivatives-stay-bearishutm_source=website&utm_medium=share&utm_campaign=twitter https://www.bloomberg.com/news/articles/2026-02-09/bitcoin-s-recovery-rings-hollow-as-derivatives-stay-bearishutm_source=website&utm_medium=share&utm_campaign=twitter"
X Link 2026-02-09T13:43Z [----] followers, [----] engagements

"$CIFR $WULF Morgan Stanley says these two stocks will more than double as they pivot from bitcoin to data centers. The investment firm initiated coverage of bitcoin miners Cipher Mining and TeraWulf giving the stocks overweight ratings. Its analysts put a $38 price target on Cipher implying 158% upside while they set a $37 target for TeraWulf suggesting 159% upside. https://www.cnbc.com/2026/02/09/morgan-stanley-says-these-two-stocks-will-surge-as-they-pivot-to-data-centers.html https://twitter.com/i/web/status/2020951288926847237"
X Link 2026-02-09T20:01Z [----] followers, 12.7K engagements

"$PLTR Daiwa upgrades Palantir on AI demand strong commercial revenue guidance"
X Link 2026-02-10T13:25Z [----] followers, [---] engagements

"$MU Deutsche Bank reiterates Micron as buy and raised its price target to $500 per share"
X Link 2026-02-10T13:26Z [----] followers, [----] engagements

"Alphabet boosts debt sale again as total raise exceeds $30 billion sources say. $GOOG $GOOGL https://www.cnbc.com/2026/02/10/alphabet-set-to-raise-over-30-billion-in-global-debt-sale-sources.html https://www.cnbc.com/2026/02/10/alphabet-set-to-raise-over-30-billion-in-global-debt-sale-sources.html"
X Link 2026-02-10T18:46Z [----] followers, [---] engagements

"Woo-hoo $ASTS Successfully Completes Unfolding of BlueBird [--] the Largest Commercial Communications Array Antenna Ever Deployed in Low Earth Orbit https://www.businesswire.com/news/home/20260210108166/en/AST-SpaceMobile-Successfully-Completes-Unfolding-of-BlueBird-6-the-Largest-Commercial-Communications-Array-Antenna-Ever-Deployed-in-Low-Earth-Orbitutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork"
X Link 2026-02-11T01:20Z [----] followers, [----] engagements

"$ASTS trading up overnight massive de-risking event ✅👇🏻 Woo-hoo $ASTS Successfully Completes Unfolding of BlueBird [--] the Largest Commercial Communications Array Antenna Ever Deployed in Low Earth Orbit https://t.co/zV7DciIHap Woo-hoo $ASTS Successfully Completes Unfolding of BlueBird [--] the Largest Commercial Communications Array Antenna Ever Deployed in Low Earth Orbit https://t.co/zV7DciIHap"
X Link 2026-02-11T01:45Z [----] followers, [----] engagements

"have to disagree because there has been plenty to assess under a much shorter time frame and the zoom out narrative is tiring especially when there have been so many red flags initially it was the massive warrant overhang that caused my concern then it was mgmt filing to sell shares followed by managements egregious compensation questionable capital allocation decisions manipulated analytics data and on and on https://twitter.com/i/web/status/2021467687184928990 https://twitter.com/i/web/status/2021467687184928990"
X Link 2026-02-11T06:13Z [----] followers, [---] engagements

"@muhkayfabe @DeepValue47 @mikealfred but there is differentiation why is the market assigning Strive such an enormous mNAV discount and not to MSTR and MetaPlanet 🤷🏼♀"
X Link 2026-02-11T06:35Z [----] followers, [--] engagements

"$MU Morgan Stanley Maintains Overweight on Micron Technology Raises Price Target to $450"
X Link 2026-02-11T14:15Z [----] followers, [---] engagements

"@james_wils_pres Deutsche Bank raised theirs to $500 yesterday "
X Link 2026-02-11T14:21Z [----] followers, [--] engagements

"$TE I just added shares at $7.00 to my position. NFA"
X Link 2026-02-11T15:11Z [----] followers, [----] engagements

"Correct banks are currently NOT allowed to . but interested to see what happens if/when they are. If there is an opportunity to make money I am confident Goldman (having worked their prior) will seize it. I am also confident that if/when the time comes that Goldman will acquire Bitcoin much better and more strategically than any BTCTC has shown us they can do with their smash buys to date . time will tell"
X Link 2026-02-11T19:19Z [----] followers, [--] engagements

"kinda cool that the Founders of Anthropic are siblings. Dario Amodei (CEO) and Daniela Amodei (President)"
X Link 2026-02-11T20:06Z [----] followers, [---] engagements

"$VRT strong and not giving up new all time high today ✅"
X Link 2026-02-11T20:29Z [----] followers, [---] engagements

"$META Bill Ackmans Pershing Square revealed a sizable stake in Meta. We believe Metas current share price underappreciates the companys long-term upside potential from AI and represents a deeply discounted valuation for one of the worlds greatest businesses stated the funds annual investor presentation. The position amounts to 10% of Pershings capital as of the end of [----]. https://twitter.com/i/web/status/2021695685637419284 https://twitter.com/i/web/status/2021695685637419284"
X Link 2026-02-11T21:19Z [----] followers, [---] engagements

"@DanielPizzari @comic He was promoting it hard . and then he blocked me when I tried to warn him/his followers back at $1.25 (pre split) . LOL. https://x.com/mc_khristina/status/2019045395142455530s=20 $ASST Mike Alfred blocked me back on October 29th after I posted the below 👇👇👇 . On October 29th $ASST closed at $1.25/share . as of this morning $ASST is now down nearly 50% since that time . maybe he should have listened rather than block . LOL 🤡🤣 https://x.com/mc_khristina/status/2019045395142455530s=20 $ASST Mike Alfred blocked me back on October 29th after I posted the below 👇👇👇 ."
X Link 2026-02-11T21:45Z [----] followers, [--] engagements

"@the_life_of_mac it gets easier with practice . when the really amazing opportunities present and you have cash you'll be very thankful"
X Link 2026-02-12T19:00Z [----] followers, [--] engagements

"@JesseKobernick agree that # has to be wrong and have shifted since 12/31/25 . in addition to your comments on the prefs and debt . they also have opex including the outrageous compensation to their bloated team "
X Link 2026-02-12T19:06Z [----] followers, [---] engagements

"@ZynxBTC Funny. $ASST is one I got right (by avoiding it) . I just didn't make money being right because I never shorted it. But hopefully I was able to save some people from losing"
X Link 2026-02-12T19:22Z [----] followers, [---] engagements

"@TheStoicCapital You could go really degen and buy some $ASTX. NFA😜"
X Link 2026-02-12T19:24Z [----] followers, [--] engagements

"Funny (again) . not sure I will be going to any events anytime soon but they should be the ones that find it difficult to show up and face investors . reality is I haven't posted anything on Strive that has not been just pointing out public facts that most people dont take the time to look up and understand for themselves. https://twitter.com/i/web/status/2022030711138472371 https://twitter.com/i/web/status/2022030711138472371"
X Link 2026-02-12T19:31Z [----] followers, [---] engagements

"I agree when BTC turns around they have a chance . it just needs to do so before they run out of cash (and they have time given they pre-funded $SATA for the first year) . but they may want to consider cutting some costs . their headcount is a bit absurd (not to mention of course their compensation) . but the simple reality is that I just don't see why Strive as a company or BTCTC needs to ultimately exist. https://twitter.com/i/web/status/2022032941824770101 https://twitter.com/i/web/status/2022032941824770101"
X Link 2026-02-12T19:39Z [----] followers, [---] engagements

"@BlackPantherCap Kraken is at $5.35 BTFD"
X Link 2026-02-12T19:43Z [----] followers, [---] engagements

"$VIX now below $20 and $IGV solidly above $80 . so now we bounce Forget $SPY right now. $IGV needs to respect & hold $80 while $VIX rejects $20. It's that simple for rest of the day. I think both occur and we see a ST bounce. NFA Forget $SPY right now. $IGV needs to respect & hold $80 while $VIX rejects $20. It's that simple for rest of the day. I think both occur and we see a ST bounce. NFA"
X Link 2026-02-12T19:53Z [----] followers, [----] engagements

"@ketapropo @JesseKobernick @WesEarnest Yes I can pull up the proof (its public). Be back"
X Link 2026-02-12T19:54Z [----] followers, [--] engagements

"Here is the 8-K. Key Section: Item [----] The filing specifies that Matt Coles equity awards are subject to accelerated vesting in the event of a Change in Control. Specifically the grant of time-vesting restricted stock units with a value of $17000000 will vest immediately upon a Change in Control. https://www.sec.gov/Archives/edgar/data/1920406/000121390025087387/ea0257312-8k_strive.htm https://www.sec.gov/Archives/edgar/data/1920406/000121390025087387/ea0257312-8k_strive.htm"
X Link 2026-02-12T19:57Z [----] followers, [--] engagements

"could see some selling pressure as those that have a cost basis of $5.50 are now able to sell and may have just been in it for a short term trade that said its not a ton of shares vs average daily volume and the stock already sold off a lot today since yesterdays high so I am not concerned https://twitter.com/i/web/status/2022084121657258432 https://twitter.com/i/web/status/2022084121657258432"
X Link 2026-02-12T23:03Z [----] followers, [---] engagements

"@JesseKobernick @bruce5587 @bruce5587 numbers look mostly accurate to me but I think the Financing line needs to be reduced to a net number (after fees) which I think is $109.2 million and if you want to be conservative opex # could be a bit higher $2.6 million"
X Link 2026-02-12T23:17Z [----] followers, [---] engagements

"Crypto and banking lobby still at an impasse on CLARITY Act: The two sides reportedly were unable to reach a compromise at a White House meeting this week after banking industry participants presented a list of rules restricting any stablecoin yield opportunities that went beyond the current version of the CLARITY Act. Banks have drawn a hard line around prohibiting stablecoin rewards for fear customers will pull their money en masse. Source @Gemini $COIN $MSTR $MTPLF $ASST $XXI $TSWCF $IBIT $CRCL $HOOD $FBTC $JPM $BTC $BMNR $ETH https://twitter.com/i/web/status/2022095000092180613"
X Link 2026-02-12T23:46Z [----] followers, [----] engagements

"$ASST I responded to the below post with an aggressive comment and then reposted with a blatant comment and then quickly deleted both because even as critical as I have been of Strive I felt I was TOO aggressive BUT seriously posting a MARKET CAP comparison against Krispy Kreme Groupon and StitchFix is NOT a good look . its BAD. BIG Cringe BAD. 😬 With Bitcoin at $66000 Strive $ASST has: BTC USD Value: $866M Debt: $10M Preferred Equity $SATA: $426.6M Leverage Ratio: 1.15% Amplification: 50.4% BTC USD Capital Dividend Coverage: [----] years Market Cap: $480.2M Similar Market Cap companies:"
X Link 2026-02-13T03:04Z [----] followers, [----] engagements

"@ToTheMadMax @bruce5587 @JesseKobernick Just making sure you realize we are talking about Strive ASST not AST Spacemobile right"
X Link 2026-02-13T13:18Z [----] followers, [--] engagements

"What is your highest conviction stock heading into 2026"
X Link 2025-12-20T19:16Z [----] followers, 47.5K engagements

"JPMorgans Kinexys blockchain unit announced plans Wednesday to launch its JPM Coin on Canton Network the rising privacy-enabled network designed for financial markets. Initially launched on Base the Coinbase-incubated Ethereum layer-2 scaling network JPM Coin (ticker: $JPMD) is a bank-issued USD-denominated deposit token that lets institutional clients make payments using a digital representation of JPMorgan deposits on public blockchain infrastructure. https://decrypt.co/353887/jpmorgan-launching-jpm-coin-rising-canton-network"
X Link 2026-01-08T18:00Z [----] followers, [---] engagements

"Bitcoin 👀 $MTPLF $MSTR $XXI $TSWCF $ASST"
X Link 2026-01-13T20:10Z [----] followers, [----] engagements

"$OMDA if you don't follow @mvcinvesting you should. He does very deep dive thoughtful research on a select # of companies. His latest is $OMDA. What I can add re: $OMDA is that a friend of mine is on a GLP-1 and has been on it for many months starting last year. Starting this year when she went to get her RX re-filled last week she was told by the pharmacy that her insurance company (United Health $UNH) now requires her to sign up for $OMDA before they will pay cover the prescription. So she literally was forced to sign up for $OMDA in order to continue to get her RX covered by insurance."
X Link 2026-01-15T18:16Z [----] followers, [----] engagements

"If you own a BTCTC . Do you care more about the stock price going up or Bitcoin Per Share going up $MSTR $MTPLF $ASST $XXI $TSWCF Stock Price Bitcoin Per Share Stock Price Bitcoin Per Share"
X Link 2026-01-20T19:59Z [----] followers, [----] engagements

"@InvestmentGuru_ $IMNM Immunome Inc is working on next-generation targeted therapies for cancer with several programs in late and early stage clinical development. I rarely ever invest in biotech . but this is one name I have some exposure to"
X Link 2026-01-25T17:33Z [----] followers, [---] engagements

"Bitcoin my biggest near term concern is the BTCTC FUD (Fear Uncertainty Doubt) that is going to transpire if/when Bitcoin dips below Strategy's average BTC purchase price. I can already hear and see the posts now. BITCOIN LAST TRADE AT $78529. BTCTC average BTC purchase prices 👇 $MSTR $76037 $XXI $87280 $ASST $105569 $MTPLF $107607 $TSWCF $113369 $HOGPF $114808 Source: I pulled these from each of the individual companies own websites with the exception of $XXI which does not have their own published analytics. I hope you have some dry powder to keep on stacking"
X Link 2026-01-31T18:16Z [----] followers, [----] engagements

"$MTPLF $SILJ $XLE @DelB0yTr0tter is worth a follow if you want to not only make some $ but more importantly learn I first came across his account with MetaPlanet . like many of us he was originally an enthusiastic supporter but then shifted to be a vocal candid critic and exited his position (at much higher than current levels) . he then started posting his detailed thoughts and analysis on Silver and silver related investments like $SILJ . and today has indicated that the $XLE Jan '27 '70 Strike calls are are "incredibly cheap relative to the entire chain almost as though it is a glitch in"
X Link 2026-02-02T18:46Z [----] followers, [----] engagements

"Update on the $VELO defense catalyst that I previously posted about . the Senate officially passed the FY26 Defense Appropriations bill (71-29) on Friday 🏛 Why this matters for Velo3D: [--] The "Buy American" Mandate: The bill locks in the ban on Chinese/foreign-linked 3D printers for DoD use. As the only US-based industrial scale OEM with domestic IP $VELO is the primary beneficiary. [--] Funding Unlocked: While the $32.6M Project FORGE contract was announced in Dec this bill is what actually releases the cash to the DoD to start the work. [--] New Focus: 3D printing is now classified as "critical"
X Link 2026-02-02T20:01Z [----] followers, [----] engagements

"$ASTX buying some for a trade . $ASTS levered ETF Filled $66.99. NFA"
X Link 2026-02-04T16:25Z [----] followers, [----] engagements

"added a bit more $ASTX at $62.55 . this is a trade sized appropriately . definitely not financial advice. $ASTS 🤑 $ASTX buying some for a trade . $ASTS levered ETF Filled $66.99. NFA $ASTX buying some for a trade . $ASTS levered ETF Filled $66.99. NFA"
X Link 2026-02-04T17:47Z [----] followers, [----] engagements

"$CRCL I am not involved but fascinated by it . Circle priced their IPO back on June 5th at $31/share . the stock opened that day at $69/share (so if you did not receive an IPO allocation and bought at the open your price was $69). the stock closed the day at $83.23 . hit a high of $298.99 that same month on June 23rd . today the stock has made a new [--] week low at $51.64. Talk about a ride 🎢 I have zero opinion on the stock here I've traded it before and just keep it on a watchlist. https://twitter.com/i/web/status/2019110762380230910 https://twitter.com/i/web/status/2019110762380230910"
X Link 2026-02-04T18:08Z [----] followers, [----] engagements

"QuantumI am not surprised that the White House is developing a Quantum Technology EXECUTIVE ORDER. I am actually surprised it took this long (was posting about this over a year ago) . the US NEEDS to catch-up . this is a matter of national security. $QBTS $IBM $CCCX $QTUM $LAES $IONQ $RGTI $BTQ https://www.nextgov.com/emerging-tech/2026/02/draft-quantum-order-tasks-many-agencies-reinvigorating-techs-development/411152/oref=ng-homepage-river Quantum is a matter of national security and Trump will not be left behind China (or any other country) with investment in this critical technology."
X Link 2026-02-05T00:55Z [----] followers, [----] engagements

"@michaelsikand yes I did some shopping too off memory was $MU $ASTX (in for a trade) $VELO sub $12 $TE $ASTI sub $6 . fun"
X Link 2026-02-05T01:20Z [----] followers, [---] engagements

"@jackmallers @Strike I have a question what is the plan with $XXI"
X Link 2026-02-06T18:38Z [----] followers, [----] engagements

"MetaPlanet🔸 you'll notice the trading discrepancy between $MTPLF and $MPJPY . the reason could be due to the fact that new buyers are likely buying $MPJPY to avoid the transaction fee that is often associated with $MTPLF (ie $50 at Fidelity) . that said just a reminder that you can always freely trade your $MTPLF via 3350.T in Japan. The two securities are completely interchangeable. https://twitter.com/i/web/status/2019859453370388879 https://twitter.com/i/web/status/2019859453370388879"
X Link 2026-02-06T19:43Z [----] followers, [----] engagements

"$ASTS I say lets really light this up. $ASTX 😂🚀💥. NFA. $ASTS weekly: managed to close above above the 9ema and $100 level after a deep undercut yesterday. RSI closer to a neutral level. The right catalyst could really light this up. Otherwise more consolidation in the interim. *NFA https://t.co/DXojAgxZAO $ASTS weekly: managed to close above above the 9ema and $100 level after a deep undercut yesterday. RSI closer to a neutral level. The right catalyst could really light this up. Otherwise more consolidation in the interim. *NFA https://t.co/DXojAgxZAO"
X Link 2026-02-06T21:14Z [----] followers, [----] engagements

"$TTWO Raymond James upgrades Take-Two to strong buy from outperform. The firm says its a fear driven buying opportunity. I like this call. I own shares and LEAPS and actually bought more LEAPS yesterday when I realized how much the stock had pulled back heading into the next Grand Theft Auto release later this year https://twitter.com/i/web/status/2021214604697739370 https://twitter.com/i/web/status/2021214604697739370"
X Link 2026-02-10T13:28Z [----] followers, [---] engagements

"$VELO Qualified (in less than [--] weeks) as First Additive Manufacturing Vendor for U.S. Army Ground Vehicles https://www.prnewswire.com/news-releases/velo3d-qualified-as-first-additive-manufacturing-vendor-for-us-army-ground-vehicles-302683627.html https://www.prnewswire.com/news-releases/velo3d-qualified-as-first-additive-manufacturing-vendor-for-us-army-ground-vehicles-302683627.html"
X Link 2026-02-10T14:08Z [----] followers, [----] engagements

"Bitcoin🔸Goldman Sachs 13F discloses $2.36B in Crypto Exposure. The "exposure" isn't direct Bitcoin ownership (which banks are STILL restricted from holding on their own balance sheets) but rather massive positions in regulated ETFs. $IBIT is the majority accounting for roughly $1.9 billion of the total. With MANY of the US banks now getting into "Crypto" . you don't need to be a BTCTC to buy stack and own Bitcoin . pretty sure I talked about this the last time I joined @21RatesHQ on their podcast. https://twitter.com/i/web/status/2021336706444611900"
X Link 2026-02-10T21:33Z [----] followers, [----] engagements

"$VRT up almost 20% pre-market on numbers that were solidly above expectations and blow-out bookings (the B2B was nearly 3x an extremely strong performance) and the upside guidance means street #s will have to move higher"
X Link 2026-02-11T13:38Z [----] followers, [---] engagements

"$VOYG Gets Sixth Patent for Bishop Airlock. The patent covers the company's electrical power and data interface architecture that enables the airlock to connect to the space station through its common berthing mechanism. The patent protection extends to any space system using a common berthing mechanism. Cements the companys role as the industry standard for on-orbit integration https://twitter.com/i/web/status/2021597647300128885 https://twitter.com/i/web/status/2021597647300128885"
X Link 2026-02-11T14:50Z [----] followers, [---] engagements

"Nothing like some good sales $AMPX $ASTX $BAER $RDW $TE $VELO"
X Link 2026-02-12T15:55Z [----] followers, [---] engagements

"$AUR Needham Reiterates Buy on Aurora Innovation Maintains $13 Price Target. $AUR traded at $4.09 last "
X Link 2026-02-12T16:01Z [----] followers, [---] engagements

"$ASTS $ASTX I am absolutely taking advantage of this convert offering related dip. Know what you own"
X Link 2026-02-12T16:25Z [----] followers, [----] engagements

"$CCCX $INFQ Infleqtion Founder & Chief Science Officer Dr. Dana Anderson Elected to the National Academy of Engineering. Membership comes in recognition of Dr. Andersons contributions to optical quantum engineering of ultracold atoms"
X Link 2026-02-12T20:09Z [----] followers, [----] engagements

"@thinker21mil it maybe early but I am comfortable buying it at these current levels . $ASTS $80.65 last $ASTX $39.66 last"
X Link 2026-02-12T20:14Z [----] followers, [---] engagements

"@thekookreport been buying today and even adding $ASTX LFG"
X Link 2026-02-12T20:58Z [----] followers, [---] engagements

"Brazil Proposes National Bitcoin Reserve Targets [--] Million BTC Over Five Years. https://www.zerohedge.com/crypto/brazil-proposes-national-bitcoin-reserve-targets-1-million-btc-over-five-years https://www.zerohedge.com/crypto/brazil-proposes-national-bitcoin-reserve-targets-1-million-btc-over-five-years"
X Link 2026-02-13T21:11Z [----] followers, [---] engagements

"@GoingParabolic so basically by quantifying the derivatives market (900000 to [---] million "Paper BTC") the conclusion is that a massive portion of the Bitcoin "economy" is now based on contracts rather than coins"
X Link 2026-02-13T21:17Z [----] followers, [----] engagements

"2026 is the year of SPACE 🚀🌖💫☄🪐 $ASTS $RKLB $RDW $UFO $VOYG $VELO $ASTI The Nasdaq Tower lights up today for @NASA's SpaceX Crew-12 Missionthe latest Commercial Crew rotation to the International Space Station (@Space_Station) to advance research and technology for future Moon and Mars missions. https://t.co/zF7GUWQmOz The Nasdaq Tower lights up today for @NASA's SpaceX Crew-12 Missionthe latest Commercial Crew rotation to the International Space Station (@Space_Station) to advance research and technology for future Moon and Mars missions. https://t.co/zF7GUWQmOz"
X Link 2026-02-13T23:46Z [----] followers, [----] engagements

"@Bitcoin_Teddy would be even more wild if it wasnt a post from August of [----] and was more recent "
X Link 2026-02-14T01:27Z [----] followers, [----] engagements

"$VOYG Awarded $24.5M Four-Year NASA's Contract For Its Johnson Space Center To Offer Mission Management Services"
X Link 2026-02-09T14:08Z [----] followers, [---] engagements

"$CCCX Infleqtion and NASA to Fly the Worlds First Quantum Gravity Sensor to Space https://www.businesswire.com/news/home/20260210702020/en/Infleqtion-and-NASA-to-Fly-the-Worlds-First-Quantum-Gravity-Sensor-to-Spaceutm_campaign=shareaholic&utm_medium=copy_link&utm_source=bookmark https://www.businesswire.com/news/home/20260210702020/en/Infleqtion-and-NASA-to-Fly-the-Worlds-First-Quantum-Gravity-Sensor-to-Spaceutm_campaign=shareaholic&utm_medium=copy_link&utm_source=bookmark"
X Link 2026-02-10T14:10Z [----] followers, [----] engagements

"@DeepValue47 @mikealfred Welcome to the club. Badge of honor. He blocked me when I was warning him/his followers about $ASST at $1.25 "
X Link 2026-02-11T01:25Z [----] followers, [----] engagements

"Quantum @Cat_States is a worthy follow in the space . The Quantum Leaderboard 👇 Quantinuum (not public yet but process in motion . $HON currently owns 54%) $GOOG $IBM (agree progress is underrated) $INFQ (starts trading this coming Tuesday) Atom Computing and QuEra are both private. HOW DO THE BEST QUANTUM COMPUTERS STACK UP Assessing quantum computers is notoriously difficult. Qubits and gate fidelities are just the starting point - connectivity error correction overhead coherence times and actual demonstrated results all matter too. But if you had to https://t.co/BNnJHFG23O HOW DO THE BEST"
X Link 2026-02-14T19:02Z [----] followers, [----] engagements

"Bitcoin Bounces to $69K But Charts Are Still Bearish. Bitcoin's rebound from $60K lows may be a dead cat bounce as the daily charts scream caution and prediction markets price in more pain. $MSTR $MTPLF $ASST $TSWCF $XXI $IBIT $FBTC https://decrypt.co/358049/bitcoin-bounces-69k-charts-bearish https://decrypt.co/358049/bitcoin-bounces-69k-charts-bearish"
X Link 2026-02-13T19:30Z [----] followers, [---] engagements

"@yvessirae Homeland. and its crazy that the series ended in [----] because the last season feels SO relevant with what is going on in the real world now (for example massive paid fake social media accounts trying to influence outcomes)"
X Link 2026-02-14T21:08Z [----] followers, 183.3K engagements

"Happy Valentines Day to my guy @jeffgoldsmith23 💝. Cheers to us 🥂"
X Link 2026-02-14T21:59Z [----] followers, [----] engagements

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