@tweet_tj The Smart Investing MindsetThe Smart Investing Mindset posts on X about $iren, ai, iren, $open the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence finance 52.76% stocks 48.03% cryptocurrencies 13.39% technology brands 7.87% countries 2.36% social networks 1.57% financial services 0.79% exchanges 0.79% automotive brands 0.79%
Social topic influence $iren 11.81%, ai 11.81%, iren 10.24%, $open 9.45%, $fubo #24, $etor #13, shorts 7.09%, in the 5.51%, this is 4.72%, $zeta 4.72%
Top accounts mentioned or mentioned by @ericjackson @mikealfred @gubloinvestor @davidgandler @rabois @nejatian @litigiousdulce @fransbakker9812 @amitisinvesting @thekamahsutra @matthewsigel @danroberts0101 @wealthmatica @growthrapidly @opendoor @shrisha @alc2022 @holysmokas @apompliano @bitcoinbutcher1
Top assets mentioned Iris Energy Limited (IREN) Opendoor Technologies Inc Common Stock (OPEN) fuboTV Inc. (FUBO) eToro Group Ltd (ETOR) ZetaChain (ZETA) The Root Network (ROOT) ProCap BTC (BRR) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Bitcoin (BTC) Reddit, Inc. (RDDT) Nebius Group N.V. Class A Ordinary Shares (NBIS) Palantir Technologies Inc. (PLTR) reAlpha Tech Corp. (AIRE) Asset Entities Inc. (ASST) Sandisk Corporation (SNDK)
Top posts by engagements in the last [--] hours
"Can someone explain how $BRR is not trading at $14 [----] BTC is $450M. Market cap is $125M"
X Link 2025-12-11T18:48Z [---] followers, [---] engagements
"$BRR needs re-rating so badly @APompliano @ericjackson"
X Link 2026-01-02T21:00Z [---] followers, [---] engagements
"$ETOR now trading 12x fwd PE and 0.1x TTM sales. @Gubloinvestor @matthew_sigel"
X Link 2026-02-03T20:51Z [---] followers, [---] engagements
"$IREN @jpmorgan issues a sell rating while being one the institutions most buying it and holding 670K shares at $30 average cost They want retail to sell to THEM so they can buy under their cost basis. Not going to happen. Not from my side. @TheKamaHsutra @litigious_dulce @bitcoinbutcher1 https://twitter.com/i/web/status/2019080684669710811 https://twitter.com/i/web/status/2019080684669710811"
X Link 2026-02-04T16:08Z [---] followers, 79.7K engagements
"Thoughts on $IREN Q2 [----] earnings call below. TL;DR - Thesis still intact this sell off and any subsequent sell off is a massive buying opportunity Note - below are my personal thoughts. Not financial advice. I request @danroberts0101 to answer few of the questions below if possible. Tagging OG IREN ARMY for their comments also @FransBakker9812 @TheKamaHsutra @litigious_dulce @bitcoinbutcher1 @ericjackson @mikealfred - sorry to see people shitting on you. But I know it wont bother you a single bit. Had you not been on the board I think youd be buying more. ++ Positives: Contracted power (and"
X Link 2026-02-05T23:44Z [---] followers, 14.1K engagements
"Pounding the table on $ETOR (the stock) and the company (long term with new features and product offerings potentially). Already Profitable for [--] year growing EPS strongly cash of $1.2B vs a market cap of $2.3B and no LT debt. P/S of 0.1X. How are you missing this FinX Credits: @matthew_sigel @aleabitoreddit @Gubloinvestor https://twitter.com/i/web/status/2019842424453943643 https://twitter.com/i/web/status/2019842424453943643"
X Link 2026-02-06T18:35Z [---] followers, [----] engagements
"@Gubloinvestor @aleabitoreddit Yeah Gub. Its due to you and @matthew_sigel and @aleabitoreddit (whose repost I saw in my feed) that I discovered this. This is criminally undervalued right now"
X Link 2026-02-06T18:44Z [---] followers, [--] engagements
"Yes Buy $ETOR $ETOR has gotta be one of the most undervalued companies on NASDAQ at this point. Feels like markets just forgot about it. $2.1B MC. Net cash $1.2B no debt. So you're valuing the brokerage at $900m. Forward EV/EBITDA: 2.6x. Most are valued at 10-15x+. In a couple https://t.co/K6XkvBZnvG $ETOR has gotta be one of the most undervalued companies on NASDAQ at this point. Feels like markets just forgot about it. $2.1B MC. Net cash $1.2B no debt. So you're valuing the brokerage at $900m. Forward EV/EBITDA: 2.6x. Most are valued at 10-15x+. In a couple https://t.co/K6XkvBZnvG"
X Link 2026-02-06T20:39Z [---] followers, [---] engagements
"@StockSavvyShay @StockSavvyShay what do you mean by AI security"
X Link 2026-02-07T14:28Z [---] followers, [----] engagements
"Cant shut up on $ETOR. At this rate the table which Im pounding will break to small pieces. Here is a simple research on Gemini highlighting the things that investors are missing on ETOR. https://share.google/aimode/s1LTJ6SAfc2dzhQTA Pounding the table on $ETOR (the stock) and the company (long term with new features and product offerings potentially). Already Profitable for [--] year growing EPS strongly cash of $1.2B vs a market cap of $2.3B and no LT debt. P/S of 0.1X. How are you missing this FinX https://share.google/aimode/s1LTJ6SAfc2dzhQTA Pounding the table on $ETOR (the stock) and the"
X Link 2026-02-07T15:00Z [---] followers, [---] engagements
"Ive taken a [-----] shares position in $BRR. Severely undervalued. Basically assumes $BTC is trading currently at $42K for it to justify the mNAV"
X Link 2026-02-09T20:51Z [---] followers, [---] engagements
"@Gubloinvestor Bought $BRR $PGY. Sold other small positions to fund them"
X Link 2026-02-09T21:04Z [---] followers, [---] engagements
"Bought $RDDT as a new position. Reddit will make a lot of money $RDDT just posted a rule of [--] score of 115๐ https://t.co/mGtGDOLq9V $RDDT just posted a rule of [--] score of 115๐ https://t.co/mGtGDOLq9V"
X Link 2026-02-09T22:13Z [---] followers, [---] engagements
"@FIREDUpWealth $ETOR $ROOT"
X Link 2026-02-10T15:11Z [---] followers, [---] engagements
"Two of my recent undervalued investments are already going up from seeming bottom. $ETOR $RDDT Both are flying under the radar and will probably continue to be for sometime till the re-rating happens. $ETOR is laughably undervalued. $1B cash for $2.5B MC $RDDT is AI winner"
X Link 2026-02-10T16:07Z [---] followers, [--] engagements
"@RJCcapital Shouldnt it be bullish for $WDC Their PEG is so low right now and with the retirement of the debt that would make them an even more attractive investment. And isnt this a short term blip for $SNDK then"
X Link 2026-02-10T17:50Z [---] followers, [----] engagements
"$ETOR for the win $ETOR is down 44.60% since IPO. its terrible stock because it has only $2.48B marketcap $15.67B revenue $2.37 EPS [--] PE/FPE $1.04B cash on hand $12.45 cash on hand per stock ๐ฑ Debt free 10% annual growth is expected for next [--] years. All it can do is 2X to 3X in 2026-2027 ๐ฅ https://t.co/DamoSPqJLK $ETOR is down 44.60% since IPO. its terrible stock because it has only $2.48B marketcap $15.67B revenue $2.37 EPS [--] PE/FPE $1.04B cash on hand $12.45 cash on hand per stock ๐ฑ Debt free 10% annual growth is expected for next [--] years. All it can do is 2X to 3X in 2026-2027 ๐ฅ"
X Link 2026-02-10T18:14Z [---] followers, [---] engagements
"@ilzmcfly It wont be the states in which $IREN has land and power. Those are all business friendly states"
X Link 2026-02-10T22:48Z [---] followers, [----] engagements
"@ParabolicNotice @TheRealBirnbaum @StockMarketNerd @mikealfred Nothing can go wrong with Palantir. Its going to the moon"
X Link 2026-02-11T17:17Z [---] followers, [--] engagements
"$PGY is undervalued $PGY vs $UPST: Revenue: - $1.26B vs $1.04B Net Income: - $81M vs $53.6M EBITDA: - $81.7M vs $72.9M EPS: - $0.89 vs $0.43 FCF: - $224.72M vs -$373M Expenses: - $256M vs $733M SBC: - $45M vs $99.5M Yet $PGY has a $1B Market cap & $UPST has a market cap of $3.3B https://t.co/AzWYPeDliz $PGY vs $UPST: Revenue: - $1.26B vs $1.04B Net Income: - $81M vs $53.6M EBITDA: - $81.7M vs $72.9M EPS: - $0.89 vs $0.43 FCF: - $224.72M vs -$373M Expenses: - $256M vs $733M SBC: - $45M vs $99.5M Yet $PGY has a $1B Market cap & $UPST has a market cap of $3.3B https://t.co/AzWYPeDliz"
X Link 2026-02-11T18:15Z [---] followers, [---] engagements
"@commonsenseplay @saylor Agree This is really dangerous as a common shareholder of $MSTR. Id be surprised if these comments dont crater the stock (again)"
X Link 2026-02-11T23:10Z [---] followers, [---] engagements
"I have a feeling Saylor is going to become the next poster child of the upcoming crash (if it happens to materialize). And with him all BTC influencers maybe. Ofcourse the crash is not going to last for long and asset like bitcoin will bounce back but if Strategy becomes insolvent as a result of it that will really dent investor confidence for sometime and then forget about [----] I hope this scenario doesnt happen for him or for investors in general The last time I watched a video like this and my spider senses tingled was SBF + Erik Voorhees [--] days before FTX was insolvent. Good luck."
X Link 2026-02-11T23:18Z [---] followers, [--] engagements
"@dharmesh @HubSpot What are you doing to cut down share based compensation which is causing the massive gap between CFPS and EPS Basically distributing cash flow as new shares to people"
X Link 2026-02-12T11:19Z [---] followers, [---] engagements
"The way $NBIS just reversed the market open nosedive is remarkable and is a mark of its durable business model and the strength of the investor community in this company Gives me $PLTR and $HOOD vibes (except that its not overvalued like both names). Long $NBIS Still think it will be 2x by EOY. I think Jan & Feb are anyways soft months in the market and spring season will springboard (pun intended) all growth stocks again @amitisinvesting @Gubloinvestor @wealthmatica @EndicottInvests https://twitter.com/i/web/status/2021967708699471896 https://twitter.com/i/web/status/2021967708699471896"
X Link 2026-02-12T15:20Z [---] followers, [---] engagements
"@wealthmatica Bro $ZETA getting hammered also. But were holding. Did a self check-in. Not doing so great lately ๐"
X Link 2026-02-12T15:47Z [---] followers, [---] engagements
"Software $IGV has erased last FIVE YEARS of gains. Talk about shrinking multiples This is batshit crazy"
X Link 2026-02-12T16:31Z [---] followers, [--] engagements
"AI is vibecoding the entire economy Soon there will be bots doing everything and humans will be servants to AI. Is that the future we imagined Soon people are going to need UBI from the government. I think the government itself probably doesnt think the dystopian future is coming. https://twitter.com/i/web/status/2021987574680576488 https://twitter.com/i/web/status/2021987574680576488"
X Link 2026-02-12T16:39Z [---] followers, [--] engagements
"@growthrapidly Well you snuck one in at the end which is not overvalued"
X Link 2026-02-12T19:22Z [---] followers, [--] engagements
"@QualityInvest5 Yes. We will all be jobless literally and figuratively and just eat popcorn and watch movies all day. What an amazing life it will be. Just bask in the day while robots and AI works 24x7 for the tech moguls"
X Link 2026-02-12T19:23Z [---] followers, [---] engagements
"Really need some visionaries to come out and tell us whats a safe trade right now. Defensives Is this the return of manufacturing stocks Did tech create a tech (AI) to self destruct it Are we witnessing the end of all tech as we knew it"
X Link 2026-02-12T19:49Z [---] followers, [--] engagements
"Someone will vibecode $AMZN $NVDA $META $AAPL $everything Just burn it all you f***ing AI monster ๐
"
X Link 2026-02-12T19:52Z [---] followers, [---] engagements
"@growthrapidly Tells me that AI hasnt found a way to vibe code it yet ๐คฃ"
X Link 2026-02-12T19:52Z [---] followers, [---] engagements
"@Couch_Investor ๐คฃ๐คฃ๐คฃ Yeah this market is like - buy groceries we will vibe code the rest Till we find a way to vibe code groceries Hahahaha"
X Link 2026-02-12T19:54Z [---] followers, [---] engagements
"@DrTomsLens $DUOL is what ontology now"
X Link 2026-02-12T19:57Z [---] followers, [--] engagements
"Tell me how eliminating actual drivers and adopting self driving fleet AND becoming the platform for those self driving cars is not going to help Uber Or is it that Tesla Waymo AvRide etc. will have their own platforms hence eliminating the need for a single dominant platform https://twitter.com/i/web/status/2022050062549803329 https://twitter.com/i/web/status/2022050062549803329"
X Link 2026-02-12T20:47Z [---] followers, [---] engagements
"Now AI will vibecode out physicists also https://openai.com/index/new-result-theoretical-physics/ https://openai.com/index/new-result-theoretical-physics/"
X Link 2026-02-13T21:34Z [---] followers, [--] engagements
"That I dont believe for a second. He has built a multi million dollar position especially when the stock was going down. I respect his deep conviction and guts. If people got grifted by those posts thats on them. He didnt say look Im buying so you should too. I dont think its grifting. In fact lately post October stocks are actually not going up on his posts so hes basically walking alone in his lane with his buys. https://twitter.com/i/web/status/2022497708297081204 https://twitter.com/i/web/status/2022497708297081204"
X Link 2026-02-14T02:26Z [---] followers, [--] engagements
"@BNE094 Bro was on another level in the tie break Its like he was in Sinners head and knew where the ball was going to be hit. Memorable match One of the greatest ever"
X Link 2026-02-15T14:19Z [---] followers, [---] engagements
"Should share based compensation (SBCs) be modeled as cash outflow instead of increase in share count increase (EPS dilution)"
X Link 2026-02-15T14:40Z [---] followers, [--] engagements
"And the shorts seem to be doubling down today Hold your shares Dont sell into the shorts fud. $FUBO Dont be fooled. $FUBO drop between 9:36AM and 10:07AM EST was the result of shorts attacking with a massive 3M share sale. And then the rest of the market basically gave in to them and now the stock is depressed. Perfect manipulation Its not difficult to spot these if you do https://t.co/AmXLkZ2NdG Dont be fooled. $FUBO drop between 9:36AM and 10:07AM EST was the result of shorts attacking with a massive 3M share sale. And then the rest of the market basically gave in to them and now the stock"
X Link 2025-11-04T15:11Z [---] followers, 13K engagements
"Update as of today on $FUBO short interest. People your turning off shares lending seems to be working and it looks like shorts are unwinding their positions. Could be a big squeeze incoming especially if @davidgandler can come out with more comms. Be patient $5 and then double digits are incoming And the shorts seem to be doubling down today Hold your shares Dont sell into the shorts fud. $FUBO https://t.co/PBLTp2VF1L And the shorts seem to be doubling down today Hold your shares Dont sell into the shorts fud. $FUBO https://t.co/PBLTp2VF1L"
X Link 2025-11-05T16:07Z [---] followers, 37.2K engagements
"Reminder that $NBIS is NOT a bitcoin miner so can we NOT have it swing up and down with $BTC Were not just aninfrastructure-as-a-service company were building the complete platform for anyone who wants tobuild AIproducts agents orservices. Tavily issolving acritical part ofthis stack with agentic search and has proven itwith strong developer adoption. This Were not just aninfrastructure-as-a-service company were building the complete platform for anyone who wants tobuild AIproducts agents orservices. Tavily issolving acritical part ofthis stack with agentic search and has proven itwith strong"
X Link 2026-02-10T15:19Z [---] followers, [---] engagements
"@EndicottInvests Nate the likelihood for rate cuts was always 100%. If not now in 2H. Yields should fall though on recession fears which should be finally good for lenders and home loans"
X Link 2026-02-15T23:02Z [---] followers, [---] engagements
"@ericjackson Let them We are in for the long long long very long haul ๐"
X Link 2025-08-22T19:13Z [---] followers, [---] engagements
"@StockOptions888 39% of your 42% came in today and you milk the opportunity lol ok"
X Link 2025-08-22T21:33Z [---] followers, [---] engagements
"@McnallieM @ericjackson @carriecwheeler @Opendoor @Karp_God She is getting richer also though thanks to the $open army"
X Link 2025-08-22T21:36Z [---] followers, [---] engagements
"@NighthawkTradez @AndrewDudum Wow That analysis would put the best analysts to shame"
X Link 2025-08-24T16:13Z [---] followers, [---] engagements
"@amitisinvesting"
X Link 2025-08-25T15:02Z [---] followers, [----] engagements
"#OpenArmy what say you Shall we burn such shorts $OPEN @ericjackson I want to short $OPEN But I am not ready to short here. Bulls can squeeze it up to [---] and [---] ( if that I will short ) I want to short $OPEN But I am not ready to short here. Bulls can squeeze it up to [---] and [---] ( if that I will short )"
X Link 2025-08-26T13:55Z [---] followers, [----] engagements
"@amitisinvesting Its still the print for July though. We need to watch for the Aug print"
X Link 2025-08-29T13:08Z [---] followers, [---] engagements
"#OpenArmy - New motto - Dont be Carrie be @shrisha ๐ $OPEN @ericjackson"
X Link 2025-08-29T13:40Z [---] followers, [----] engagements
"@alc2022 Its 100x from here . after 1/10 move and in [--] years ๐"
X Link 2025-08-29T20:18Z [---] followers, [---] engagements
"@ericjackson @rabois Love this meetup The most important one so far You are the two most important people for Opendoor RIGHT NOW"
X Link 2025-09-04T14:01Z [---] followers, [----] engagements
"Not suggesting thats the plan but the $OPEN army is hereby asking the management and board to NOT harvest the recent upsurge in stock price and do a new share offering. In this critical initial journey upward we need you to be responsible (and respondent to) to your biggest shareholders (Retail). @ericjackson @Karp_God @rabois @shrisha @adambain Remember - Dont be a Carrie"
X Link 2025-09-04T15:49Z [---] followers, [---] engagements
"$ROOT - so so undervalued If $LMND is undervalued ROOT is literally a steal $ROOT 1) LTM Q2-2025 Sales $1365 million vs. LTM Q2-2024 Sales $854 million Y-o-Y Sales Growth 60% 2) Lowest loss ratio across auto-insurance industry 60% 3) $656 million of net cash 4) Profitable net income 5) Growing Trades at 0.57x Sales.Absolute steal or not https://t.co/az9MBkiPcu $ROOT 1) LTM Q2-2025 Sales $1365 million vs. LTM Q2-2024 Sales $854 million Y-o-Y Sales Growth 60% 2) Lowest loss ratio across auto-insurance industry 60% 3) $656 million of net cash 4) Profitable net income 5) Growing Trades at 0.57x"
X Link 2025-09-06T01:37Z [---] followers, [---] engagements
"@thejefflutz @ericjackson @shrisha About 47%"
X Link 2025-09-06T14:10Z [---] followers, [--] engagements
"$ROOT is ridiculously undervalued Im predicting doubling of share price after the next earnings release. Thats when people will realize that the numbers havent been a fluke and the growth runway from here is MASSIVE Starting our diligence on $ROOT Starting our diligence on $ROOT"
X Link 2025-09-08T16:26Z [---] followers, [---] engagements
"@ericjackson @nejatian @rabois Amazing idea Eric Reward for loyalists and pain for shorts"
X Link 2025-09-14T20:39Z [---] followers, [----] engagements
"@ericjackson lol crazy upgrade from the previous one"
X Link 2025-09-15T01:50Z [---] followers, [---] engagements
"Hi @rabois are you planning to be on the next earnings call Also do you have any plan to take the #OpenArmy questions and have them answered specifically during the call Will you make it a video call like Alex Karp We need to make your and @nejatian s first earnings call epic We need to announce you guys big Its coming sooner than we think. ๐"
X Link 2025-09-17T00:22Z [---] followers, [---] engagements
"@ericjackson lol anywhere they see offering they think its a stock offering. While $OPEN is rolling out product offerings. Crazy"
X Link 2025-09-17T12:07Z [---] followers, [---] engagements
"@ericjackson I stand firm with the #OpenArmy no matter our differences on other topics. ONE COMMON GOAL"
X Link 2025-09-17T17:46Z [---] followers, [---] engagements
"@MartinShkreli Really Like you refrained yourself from mocking the shit out of that guy who ran a campaign for funding his RN course when he lost money on ATYR Right"
X Link 2025-09-17T20:23Z [---] followers, [----] engagements
"@soumyasen You know they made a stock offering recently right This is the whole problem with people not knowing the full picture. That 50x will cut down to 20x when the offering is complete"
X Link 2025-09-18T12:32Z [---] followers, [---] engagements
"@8bitsteveo @Opendoor OMG He also did say real estate buying and selling always seems a bit shady. And he wants to eliminate that"
X Link 2025-09-18T15:27Z [---] followers, [----] engagements
"@alc2022 Is there any stock that youve looked into where youve not developed a thesis for the bull case Seems like every stock you look into emerges with a 100x case. Can you name some examples of companies where youve dismissed them"
X Link 2025-09-19T13:29Z [---] followers, [----] engagements
"$OPEN needs to acquire $AIRE like - RIGHT NOW"
X Link 2025-09-19T15:34Z [---] followers, [----] engagements
"$AIRE - Has the AI has the Kaz-visualized business model. $OPEN @rabois @nejatian - please we need to seriously consider to acquire $AIRE"
X Link 2025-09-19T16:37Z [---] followers, [----] engagements
"@ericjackson ๐ฅ๐ฅ๐ฅ Love this bull case Now we only need our super CEO @nejatian to bring it to reality plus his software / product magic on top"
X Link 2025-09-19T16:40Z [---] followers, [----] engagements
"@ericjackson 3X volume at 20x price. So basically 60x gross value traded vs July. And people still think its LOW"
X Link 2025-09-20T11:56Z [---] followers, [---] engagements
"Things which became clear in my head from the latest spaces of our #OpenArmy call with @ericjackson. It was also great to see that @fahdananta was listening intently. - Amazing to see the level of engagement and excitement around @Opendoor. Almost [---] people joined the spaces at 10pm on a Sunday EST people from across the world. - There are a lot of questions from many people in the army but each of us genuinely want Opendoor to succeed - In my view Opendoor easiest success path is to become a pure platform and not take any asset risk - The Opendoor experience still has vestiges of the old"
X Link 2025-09-22T02:22Z [---] followers, [----] engagements
"@TheRonnieVShow I like it. But I think there is a whole lot room to run. This could be the next $IREN. I was thinking of sizing my position conservatively but given the extremely asymmetric bet I gave in and bought 5K shares"
X Link 2025-09-22T20:24Z [---] followers, [---] engagements
"@DeepValueBagger Yes its $SLNH. Let it not be IYKYK. Now YK"
X Link 2025-09-23T15:11Z [---] followers, [----] engagements
"Time to double down on $ROOT Thank you paper hands ๐"
X Link 2025-09-24T15:42Z [---] followers, [---] engagements
"$SLNH = next $IREN brewing. Matter of time. Potential 10x bagger at least"
X Link 2025-09-24T17:17Z [---] followers, [---] engagements
"@itsCblast Were reclaiming $10 in a hurry tomorrow"
X Link 2025-09-24T20:24Z [---] followers, [----] engagements
"@vulturetrades Ofcourse they are. The #OpenArmy galvanized today because we cleared all the clouds of Access stock sales over the last [--] days"
X Link 2025-09-24T20:25Z [---] followers, [---] engagements
"@mikealfred Mike do you think $IREN has a big deal to announce this or next week Not collocation deal but just in line with the better economic deal for them"
X Link 2025-09-30T17:11Z [---] followers, [----] engagements
"Only a matter of time before $ZETA unlocks 30s. Today morning was the true price action followed by paper hands and shorts attacking a company which is doing everything right and beating street expectations for [--] quarters straight Beat that $ZETA will be a value investor AND a growth investors dream I doubled my position in $ZETA today. Here are the full details of $ZETA's Marigold Enterprise acquisition: - Price = $325M - Expected [----] Revenue = $190M - Expected [----] AEBITDA = $30M (applying 16% Margin) Marigold Enterprise Valuation - Forward P/S = 1.7x - Forward P/EBITDA = 10.8x Seems like"
X Link 2025-10-01T16:02Z [---] followers, [----] engagements
"@Gubloinvestor If it hits $13 Ill retire for good God is great"
X Link 2025-10-07T11:49Z [---] followers, [----] engagements
"@GrantCardone Real Estate (Land) + Energy + Bitcoin + AI = $IREN"
X Link 2025-10-09T14:59Z [---] followers, [---] engagements
"@TheTechInvest Because Queen is Quality"
X Link 2025-10-09T20:28Z [---] followers, [---] engagements
"@dsteinberg10000 could you ask your management team to show support by buying some $ZETA shares whatever they are comfortable with If we really think the stock is undervalued (which Retail believes 100%) insider buying could really fuel that belief. I havent seen any significant insider buying on the stock yet since Feb 2025"
X Link 2025-10-10T13:09Z [---] followers, [----] engagements
"@FunOfInvesting lol. Yeah and all software companies like $ZETA and $ROOT also buy so much from China"
X Link 2025-10-10T16:35Z [---] followers, [----] engagements
"@danroberts0101 Youre the best"
X Link 2025-10-14T21:23Z [---] followers, [---] engagements
"@mikealfred @ericjackson has long term (3+ years) PTs of $900 on IREN and $300 on CIFR. Long way to go"
X Link 2025-10-15T08:32Z [---] followers, [----] engagements
"@daniel_koss There will always be bubble with some of the pretenders. But you can sleep well picking the right names. $IREN $CIFR $EOSE @JackMenshaw @mikealfred"
X Link 2025-10-16T12:01Z [---] followers, [----] engagements
"@HolySmokas Cant wait @HolySmokas"
X Link 2025-10-16T12:05Z [---] followers, [--] engagements
"Can we have a face ripper rally for these fu***ers papers hands and shorts trying to continuously sell $IREN and send them to the black hole There is absolutely no way this stock is below $100 by EOY"
X Link 2025-10-20T18:22Z [---] followers, [---] engagements
"@APompliano Somehow magically Peter Schiff is not tweeting anymore and not appearing on my feed"
X Link 2025-10-22T13:53Z [---] followers, [---] engagements
"Macro Rate cuts - coming [--] year yields - falling China conversation - happening Inflation rate change MoM - flattening Job losses - accelerating Industrial Revolution [---] AI capex spend - accelerating BTC adoption - increasing IRENing Mining to HPC pivot - accelerating Full vertical integration - complete British Columbia fears - not applicable Larger deals and more GPU leasing and commissioning - yet to be announced And STILL - $IREN keeps selling off NOTHING has changed in the fundamental thesis of IREN. HODL It wouldnt be #IRENing if it didnt fall like $PLTR. Patience of HODLers will be"
X Link 2025-10-22T18:58Z [---] followers, [---] engagements
"@mvcinvesting Well said. $IREN doesnt deserve the beating at all. Well maybe a little but it will soon become clear that it just got beat down for nothing"
X Link 2025-10-22T19:06Z [---] followers, [----] engagements
"@moninvestor Why selling $fubo Should be buying"
X Link 2025-10-23T03:02Z [---] followers, [---] engagements
"@StockSavvyShay How about $ACHR"
X Link 2025-10-25T12:59Z [---] followers, [----] engagements
"@amitisinvesting We are stretching the over-extension ๐"
X Link 2025-10-25T14:03Z [---] followers, [--] engagements
"@mikealfred $ASST to the moon"
X Link 2025-10-27T11:37Z [---] followers, [---] engagements
"I trust @mikealfred too much to sell my $ASST shares at a loss"
X Link 2025-10-29T19:38Z [---] followers, [----] engagements
"Buy boatloads of $FUBO in the pre market on Monday. You may never get a chance to buy under $4 again. DYODD. NFA"
X Link 2025-11-02T03:29Z [---] followers, [----] engagements
"$FUBO rough math: Combined [----] revenue projection $7B Average P/S multiple = 2x Valuation of combined entity = $14B Fubos share of combined entity = 30% Fubos implied market cap = $4.5B Current market cap = $1.3B Implied upside = 3.5x Implied fair price at 2x P/S=3.8x3.5=13.3 Low of the low range : Implied share price at current P/S = $5.0 So at LEAST $5 should be the price now with a FAIR run to $13. I mean come on guys Are you KIDDING me"
X Link 2025-11-02T12:52Z [---] followers, 22.2K engagements
"@davidgandler Im doing FUBO valuation here. Like if you agree with the direction"
X Link 2025-11-02T14:51Z [---] followers, [----] engagements
"Youre completely changing the way people normally think Mike Its been great for me to follow you not just for your investment names but just the thought process in general. People need to be more gutsy about their convictions and you are showing how its supposed to be done"
X Link 2025-11-02T16:29Z [---] followers, [---] engagements
"@davidgandler It should have been ready for the call - TODAY Better it should have been part of the shareholder letter. Companies are projecting till [----] for gods sake Lot of patient investors like me seeing red while expecting a HUGE Green Day"
X Link 2025-11-03T15:34Z [---] followers, [----] engagements
"Not happy at all with $FUBO price action. The only thing missing is a VERY clear and STRONG guidance. BUT Ive not sold any share today. Will not sell any either. But @davidgandler you need to please buck up and get your IR working overtime to communicate what the street wants to hear. A clear plan and what the future looks like"
X Link 2025-11-03T15:37Z [---] followers, [----] engagements
"Dont be fooled. $FUBO drop between 9:36AM and 10:07AM EST was the result of shorts attacking with a massive 3M share sale. And then the rest of the market basically gave in to them and now the stock is depressed. Perfect manipulation Its not difficult to spot these if you do your research properly"
X Link 2025-11-03T16:15Z [---] followers, 17.7K engagements
"This is $ZETA 3-month chart. Basically exactly where it was [--] months back i.e. since last earnings. Since then: - Mariogold acquisition - Athena AI - [--] rate cuts - China deal - Multiple PT upgrades And yet stock price change - NOTHING. ZILCH. NADA. Hope everyone can clearly see the manipulation here"
X Link 2025-11-03T20:09Z [---] followers, [----] engagements
"@davidgandler Thanks David Your response certainly calms down investor concerns. Everyone loved your demeanor on the earnings but this is a much needed piece of the puzzle. Appreciate you prioritizing this"
X Link 2025-11-04T17:54Z [---] followers, [---] engagements
"Those who are celebrating +8% $FUBO today need to remember its still at the pre-ER level. We havent gotten ANY real gains. This stock deserves $5 at the very least. Demand more of what you hold"
X Link 2025-11-04T18:09Z [---] followers, [----] engagements
"@davidgandler David please keep communicating like this. Shows you care"
X Link 2025-11-04T22:58Z [---] followers, [---] engagements
"@JoeCarlasare Bang on I bet it wont be a few weeks. Maybe just from next week"
X Link 2025-11-05T02:10Z [---] followers, [--] engagements
"$FUBO starting the upwards run - FINALLY This stock needs $13 at the very least. Need single digits to be a thing of the past @davidgandler forget what happened in the past lets execute now @ericjackson still think $FUBO is another hive mind / turnaround story like $OPEN. Not 100x IMO but certainly 5x is achievable here"
X Link 2025-11-05T15:10Z [---] followers, [----] engagements
"Tell your friends family families of friends neighbors. Tell the whole world. $FUBO is going double digits. This will be a revolution and shorts will burn Let the hive mind of investors turn this around completely Real turnaround story will be written in a year from now"
X Link 2025-11-05T16:45Z [---] followers, [----] engagements
"@HolySmokas Oh I was wrong. I thought you hadnt kept them. Great for you"
X Link 2025-11-05T22:11Z [---] followers, [----] engagements
"On-point catalysts for $FUBO Sports betting in itself could be huge But the World Cup is real too. Also imagine AI integration in the whole experience. Youre watching a game and the FUBO AI tells you to bet coz this is a critical moment and that team A could win this against odds. $fubo - a short briefing why I believe this stock will at least quadruple in the next 6-12 months ๐ (1) Liquidity flood causing squeeze (2) Disney Synergies & sports betting (3) Disgruntled tubers & World Cup boost user growth (4) Inst. Ownership (+Mudrick Capital) $fubo - a short briefing why I believe this stock"
X Link 2025-11-06T11:14Z [---] followers, [----] engagements
"@jeffgoldsmith23 Woah Youve got to be kidding me. @mikealfred is the smartest and the most generous person Ive ever encountered. Many peoples lives have been changed completely because he shared his ideas freely. @FransBakker9812"
X Link 2025-11-06T11:24Z [---] followers, [---] engagements
"$PLTR shareholders - take note of a company which is going to be the PLTR of MarTech AI - $ZETA. And it doesnt even have the crazy valuation of $PLTR yet. Kind of like getting in at $6 of PLTR. @dsteinberg10000 @Gubloinvestor @wealthmatica Athena is $ZETA's AIP moment. Just as Palantirs AIP transformed a deep operational data MOAT into scalable software $ZETA's Athena is doing the same - turning its proprietary data into a standardized AI-driven automation platform. Let me explain my thoughts. ๐งต https://t.co/3K12UdEPnJ Athena is $ZETA's AIP moment. Just as Palantirs AIP transformed a deep"
X Link 2025-11-06T14:03Z [---] followers, [----] engagements
"@mikealfred Wows all over this document Im sold 100% now on $IREN. Never doubt @danroberts0101"
X Link 2025-11-07T03:13Z [---] followers, [----] engagements
"Looks like the distribution termination charge in $CELH has been grossly understood due to how the accounting works. Great time to buy @HolySmokas thinks so. Im thinking of getting in"
X Link 2025-11-08T01:40Z [---] followers, [----] engagements
"Bloomberg - Two of the worlds biggest data center developers have projects in Nvidia Corp.s hometown that may sit empty for years because the local utility isnt ready to supply electricity. Thats why you buy fully owned and vertically integrated HPC company stocks like $IREN. Know what you buy By the way recently Bloomberg has been pretty active in trashing the AI wave HARD. They want in desperately. https://www.bloomberg.com/news/articles/2025-11-10/data-centers-in-nvidia-s-hometown-stand-empty-awaiting-power"
X Link 2025-11-10T22:57Z [---] followers, [----] engagements
"Buy $IREN @mikealfred @ericjackson @FransBakker9812 @TheKamaHsutra @litigious_dulce Bloomberg - Two of the worlds biggest data center developers have projects in Nvidia Corp.s hometown that may sit empty for years because the local utility isnt ready to supply electricity. Thats why you buy fully owned and vertically integrated HPC company stocks like Bloomberg - Two of the worlds biggest data center developers have projects in Nvidia Corp.s hometown that may sit empty for years because the local utility isnt ready to supply electricity. Thats why you buy fully owned and vertically integrated"
X Link 2025-11-11T12:11Z [---] followers, [----] engagements
"Wow $IREN back to the level before the $MSFT deal and banger ER This is manipulation of the highest order People dont know what they own and just trade in and out of the names. Im 100% confident this dip will be bought whole heartedly. @mikealfred @FransBakker9812 @TheKamaHsutra @litigious_dulce"
X Link 2025-11-11T12:58Z [---] followers, [----] engagements
"Am I right in thinking that as $OPEN reaches $9 $13 and $17 targets the shorts have to rush in faster to buy their shorted shares back so they can avoid having to deliver the shares plus buy the warrants additionally (because the warrants would be in-the-money) We are at $8 right now. So what happens if we near $9 ๐๐ @ericjackson @nejatian @rabois @Opendoor_God"
X Link 2025-11-11T15:19Z [---] followers, 11.1K engagements
"@alc2022 I think you missed a zero at the end of $50"
X Link 2025-11-11T21:16Z [---] followers, [----] engagements
"@amitisinvesting You got it 100% right. By the way you should look at $IREN as well as they are fully vertically integrated. PLUS - THEIR deal with Microsoft That has ALREADY been fully erased. So if youre thinking of another name in this space $IREN is absolutely #1 and a no-brainer"
X Link 2025-11-12T17:53Z [---] followers, [----] engagements
"Breaking news: HUT8 has cured cancer ๐ This stock just doesnt come down man Give me an opportunity to get in arghhh"
X Link 2026-01-09T14:52Z [---] followers, [--] engagements
"$ETOR This absolutely looks like a steal deal $16B TTM revenue $265M TTM Operating cash flow $1.0B hard cash $0.2B marketable securities $2.6B market cap EV = 2.6B minus 1.2B = 1.4B EV/OCF = 5x Now imagine if they actually improve their platform as per some feedback in the comments in the thread below. $ETOR is trading at 3.9x EV/FCF just putting that out there. $2.6B MC $1.2B of it is in cash. Then theyre doing est. $350-$380m FCF for [----] modeling 1% interest rate cuts. And growing too. Valuation seems a bit absurd when you have Walmart out there at [----] p/e. https://t.co/1k57wE5juP $ETOR"
X Link 2026-01-15T20:11Z [---] followers, [---] engagements
"Whats common between $DLO $ETOR $GRAB $NU $PGY Reply in emojis"
X Link 2026-01-16T01:30Z [---] followers, [---] engagements
"Scenes from the stage this morning Excited about Symposium [---] See you here in [--] hours ๐ #gfcanalytics"
X Link 2017-06-06T05:22Z [---] followers, [--] engagements
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