@x_times_1 Avatar @x_times_1 X_times_1

X_times_1 posts on X about $inv, $eose, in the, ceo the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence cryptocurrencies 42% stocks 31% finance 22% countries 2% automotive brands 1% technology brands 1% social networks 1% currencies 1%

Social topic influence $inv #1, $eose #33, in the 8%, ceo #4510, company 5%, ai 5%, $frmi #3, center 4%, inv 4%, imo #548

Top accounts mentioned or mentioned by @broheim777 @joceyreyes209 @aukm_42 @stonksamiam @theedisonzhu @deetmesquite @legrand @jcibuildings @weareinnventure @10009nyny @bullstkpicks @mymorristribe @pludacris @gold_kds @bidnesnunyo @gubloinvestor @primarchvulk @mrderivatives @weo69z @joseyreyes

Top assets mentioned Inverse Finance (INV) Eos Energy Enterprises, Inc. (EOSE) Fermi Inc. (FRMI) Iris Energy Limited (IREN) Vertiv Holdings Co (VRT) retard to retired (R/R) Figma, Inc. (FIG) Symbotic Inc. Class A Common Stock (SYM) High Roller Technologies, Inc. (ROLR)

Top Social Posts

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

"$INV Great call. And going MUCH MUCH higher IMO. Estimate 70M revenue in [----]. $INV Data center cooling technology 👀 https://t.co/eqCrphkY7r $INV Data center cooling technology 👀 https://t.co/eqCrphkY7r"
X Link 2026-02-10T19:37Z [----] followers, [----] engagements

"$VRT $INV It's time for COOLING tech"
X Link 2026-02-11T17:26Z [----] followers, [----] engagements

"$INV is an incredible risk / reward here IMO. Take a look at Vertiv: $95B market cap The data center market is exploding and the need for 2-phase cooling is driven by the laws of physics. It will be manditory in the coming years and datacenter operators will start future proofing designs. Accelsius is working with every major hyperscaler on trials over the past year which the company has reported as successful. Prototypes will covert to orders in [----] and revenue ramp in 2026H2/2027. It will only some evidence of scaling for the market cap of $INV to go from 250M to 2.5B. NFA/DYOR"
X Link 2026-02-12T13:29Z [----] followers, [----] engagements

"I fucking hate people who lie in my face Throwback to Pam Bondis campaign ad for Florida AG Ill fight to put human trafficking monsters where they belong. Behind bars. The ad aged. The internet remembers. https://t.co/EKIcedCeir Throwback to Pam Bondis campaign ad for Florida AG Ill fight to put human trafficking monsters where they belong. Behind bars. The ad aged. The internet remembers. https://t.co/EKIcedCeir"
X Link 2026-02-12T13:34Z [----] followers, [----] engagements

"I expect to make $20M on $inv in the next [--] months. Bookmark this. 😝"
X Link 2026-01-13T17:44Z [----] followers, [----] engagements

"$inv I feel confident that we will exit [----] with revenue in the 100s if millions run rate and a multi-billion dollar valuation. Ive backed up the truck. $INV - "dozen meetings or more with various large type hyperscalers" Yeah I think another way to frame it Chip is that as we mentioned -- as Dino mentioned weve had a lot of engagement with some of the hyperscalers that have very high volume demand. And theyre confident $INV - "dozen meetings or more with various large type hyperscalers" Yeah I think another way to frame it Chip is that as we mentioned -- as Dino mentioned weve had a lot of"
X Link 2026-01-14T00:47Z [----] followers, [----] engagements

"$inv 4m shares traded today. 4th highest day ever. When I got involved the stock barely had any liquidity - 200k shares Traded in a day. This is how these small caps develop. Liquidity is necessary for bigger players to get involved"
X Link 2026-01-14T01:50Z [----] followers, [----] engagements

"$inv this is where I expect a turn and rally back into the $4s. $4.40 resistance. An order or two would help. Been buying today. 🦃gobble gobble 🦃"
X Link 2026-01-20T19:31Z [----] followers, [----] engagements

"$inv Why I increased my position on this dip Huge underwrite and strategic value from this round. "Rather than just raising money we raised money from the right partners and that's going lead to a lot of commercial value" says Josh Claman CEO of Accelsius a liquid-cooling company that recently raised $65 million from Johnson Controls and Legrand. #ptc26 #hawaii https://t.co/TMcpTmfrjo "Rather than just raising money we raised money from the right partners and that's going lead to a lot of commercial value" says Josh Claman CEO of Accelsius a liquid-cooling company that recently raised $65"
X Link 2026-01-20T22:18Z [----] followers, [----] engagements

"$inv Thats my theory as well. By the way its clear to me from the ceo comments they did a discounted deal because of the commercial value of the relationship. So this investment level is one hell of a deal for $inv buyers IMO. $INV shares out 80mm. Fully diluted more but w/earnouts and convert w/strikes starting at $6. So lets use 80mm. At $3.50 MC= $280mm + $60mm debt so EV= $340mm. They own 45% of Accelsius which just did a raise w/implied value $665mm. $INV shares out 80mm. Fully diluted more but w/earnouts and convert w/strikes starting at $6. So lets use 80mm. At $3.50 MC= $280mm + $60mm"
X Link 2026-01-21T16:26Z [----] followers, [----] engagements

"$INV Good relative strength. Looking forward to $15. Book those orders"
X Link 2026-01-21T17:51Z [----] followers, [----] engagements

"$INV Whales sneaking back in on Innventure today. 👀👀👀"
X Link 2026-01-21T19:08Z [----] followers, [----] engagements

"$inv a week of bottoming"
X Link 2026-01-26T17:45Z [----] followers, [----] engagements

"$INV Who dumped 500k shares on the last [--] minute candle"
X Link 2026-01-26T21:16Z [----] followers, [----] engagements

"$INV selling pressure appears to be gone. Low volume day"
X Link 2026-01-28T18:57Z [----] followers, [----] engagements

"So the $RR pump is over"
X Link 2026-01-29T21:50Z [----] followers, [----] engagements

"@Gubloinvestor Better question: who shorted $fig at $140"
X Link 2026-01-29T23:32Z [----] followers, [----] engagements

"@broheim777 @joceyreyes209 The $INV team evaluated the opportunity and funded the company from concept [--] years ago. Accelsius would not exist without the Innventure Team. Personally I am grateful for what they have accomplished and their continued guidance of the company"
X Link 2026-01-30T15:57Z [----] followers, [---] engagements

"$inv good summary but if its tldr for you just know he likes it 🤣 $INV This weekend I have spent a huge amount of time on my outsized investment here to make sure there is nothing I may have missed. When I invest in new tech one of the biggest questions I ask is what is the potential downside risk that some other breakthrough makes the tech $INV This weekend I have spent a huge amount of time on my outsized investment here to make sure there is nothing I may have missed. When I invest in new tech one of the biggest questions I ask is what is the potential downside risk that some other"
X Link 2026-02-01T23:12Z [----] followers, [----] engagements

"$INV Places 2-Phase Cooling is currently used: Aerospace and Defense For high-power avionics sensors and electronics in extreme conditions. Automotive Especially electric vehicles (power electronics batteries) and high-performance systems. Power Electronics General high-heat components like lasers inverters or fuel cells. Electronics Manufacturing / General High-Power Microelectronics Including some medical devices or space applications. Currently data centers (driven by the AI boom) represent the next real-world scale deployment with two-phase shifting from niche/specialized use to"
X Link 2026-02-02T19:09Z [----] followers, [----] engagements

"@broheim777 I reworked numbers today"
X Link 2026-02-02T22:29Z [----] followers, [---] engagements

"$EOSE starting to look sexy again"
X Link 2026-02-04T15:21Z [----] followers, [----] engagements

"$EOSE I took a nibble here for an intraday swing trade. 15% is really unusual for [--] day drop and usually rebounds into the close to around 7%"
X Link 2026-02-04T16:20Z [----] followers, [----] engagements

"$EOSE In my opinion the selloff is not company specific. but the lack of any communication in the past weeks from management is certainly impacting the willingness of buyers to step up to the plate on weakness"
X Link 2026-02-04T18:00Z [----] followers, [----] engagements

"@Primarch_Vulk That has very little to do with the software so off"
X Link 2026-02-05T02:27Z [----] followers, [---] engagements

"$sym long since Wednesday. Pretty impressive quarterly results Reasonably valued exposure to robotics Imo"
X Link 2026-02-06T16:25Z [----] followers, [---] engagements

"@stonksamiam Pls share link"
X Link 2026-02-09T08:09Z [----] followers, [---] engagements

"@Mr_Derivatives Community notes ftw"
X Link 2026-02-10T17:43Z [----] followers, [---] engagements

"$eose bullish Trump transition team plans sweeping rollback of Biden EV emissions policies https://www.xm.com/au/research/markets/commodities/reuters/trump-transition-team-plans-sweeping-rollback-of-biden-ev-emissions-policies-53988709 https://www.xm.com/au/research/markets/commodities/reuters/trump-transition-team-plans-sweeping-rollback-of-biden-ev-emissions-policies-53988709"
X Link 2024-12-16T12:04Z [----] followers, [----] engagements

"Pitch me your best stock idea under 750m market cap. Answer two questions: What is the aproximate TAM Why is the technology unique"
X Link 2026-01-16T06:02Z [----] followers, [----] engagements

"@weo69z Bought back my covered calls at 50% profit this morning 👍"
X Link 2026-01-28T18:38Z [----] followers, [---] engagements

"@theEdisonZhu Implied but I have revised down based on further due diligence. I think the implication may have been misinterpreted"
X Link 2026-02-10T21:39Z [----] followers, [--] engagements

"All the connections are positive but to me the compelling case is Tam scale and speed of execution. Youre buying a stock today that is 5X projected [----] earnings. You can reasonably estimate the stock price at 20x [----] earnings. So if you give the estimate of 50% haircut and a [--] X multiple you have a 260% return in a yr. https://twitter.com/i/web/status/2021734069441065362 https://twitter.com/i/web/status/2021734069441065362"
X Link 2026-02-11T23:52Z [----] followers, [--] engagements

"$eose On July [--] with the stock at $4.93 I told you the stock had never been cheaper on a risk/reward basis. From there we moved up 4x to nearly $20 over the next few weeks. ➡Today I again feel the stock has never been cheaper than it is today. (Prev close $12.78) Since July we have a very significantly improved (fortress) balance sheet with much lower cost of capital. We have confirmation from the market through multiple large orders with more on the way. We are three weeks away from completing a quarter at a $400M Revenue run rate. The technology has demonstrated performance in the field"
X Link 2025-12-03T11:48Z [----] followers, 18.8K engagements

"$inv at $3.55 its an asymetric risk"
X Link 2026-01-22T18:44Z [----] followers, [----] engagements

"$eose and $inv"
X Link 2026-01-26T12:49Z [----] followers, [----] engagements

"$INV My base case price target for Innventure is $12 at the end of [----]. This is based on $70M Revenue in [----] and $300M Revenue in 2027"
X Link 2026-02-02T21:14Z [----] followers, [----] engagements

"$INV I am a huge fan of Josh. Crystal clear communication. Calm and confident leadership. In a recent interview Accelsius CEO Josh Claman explained why the basic science of two-phase cooling makes it essential to enable next-gen AI workloads. WATCH HERE: https://t.co/BMOSZRUxwY In a recent interview Accelsius CEO Josh Claman explained why the basic science of two-phase cooling makes it essential to enable next-gen AI workloads. WATCH HERE: https://t.co/BMOSZRUxwY"
X Link 2026-02-04T20:04Z [----] followers, [----] engagements

"10-15% of the available time should be spent on innventure model and 85-90% on the portfolio companies. You are correct: no one is buying $inv stock for this reason. Continuing to spend an outsized portion of time talking about the business model does nothing to support the stock price or further company or shareholder interests. If they had [--] companies in a well diversified portfolio this might be a selling point but at this point its too early. https://twitter.com/i/web/status/2019192204611191204 https://twitter.com/i/web/status/2019192204611191204"
X Link 2026-02-04T23:31Z [----] followers, [---] engagements

"I have run many multimillion dollar software replacement projects. This is exactly right THIS IS BS Trust me I KNOW. Large enterprises dont run on apps. They run on decades of layered systems: ERP mainframes custom services data warehouses compliance controls and fragile integrations nobody dares touch without a 12-month change plan. AI agents dont just THIS IS BS Trust me I KNOW. Large enterprises dont run on apps. They run on decades of layered systems: ERP mainframes custom services data warehouses compliance controls and fragile integrations nobody dares touch without a 12-month change"
X Link 2026-02-05T12:46Z [----] followers, [----] engagements

"The software sell off is being orchestrated by people who never worked in business and have no enterprise software experience. They are buying into a narrative that is wholy false. 1.) executives are very risk-averse to major organizational change. There are a few organizational changes bigger than replacing your enterprise software. 2.) the hardest task in enterprise software is to get people to articulate their business process requirements. The people who are saying you just copy existing are dramamatically nave to the complexity of this task. 3.) current enterprise software is in the best"
X Link 2026-02-05T01:42Z [----] followers, [----] engagements

"$INV Great job last night by @joseyreyes and Josh Claymen CEO of Accelsius. I am overseas and my internet wasnt working but I have listened to the spaces this morning and wanted to share my ruminations and key take-aways: 1.) Josh did a great job explaining the technological advantages and why there is a massive and growing TAM for this technology. Having run large capital budgets I can tell you that future proofing investment dollars is a MAJOR consideration for executive and technical teams selection process. No one wants to be throwing out hundreds of millions in hardware a couple years"
X Link 2026-01-16T05:09Z [----] followers, 14.6K engagements

"$inv Accelsius Ceo Josh Claman: Big statement: Implies $125m Revenue this year"
X Link 2026-01-23T15:39Z [----] followers, [----] engagements

"$eose and $inv investor life story Always take profit before the screenshot 😂😂😂😂😂 https://t.co/ZZeCR9z4o6 Always take profit before the screenshot 😂😂😂😂😂 https://t.co/ZZeCR9z4o6"
X Link 2026-02-09T23:01Z [----] followers, [----] engagements

"$inv great job Roland "We're like a venture capital fund but in the form of a public company. We don't buy or invest in other businesseswe only start them from the ground up." CGO Roland Austrup on Innventure's distinctive model with Jane King. https://t.co/q4PQ2ZQSAs "We're like a venture capital fund but in the form of a public company. We don't buy or invest in other businesseswe only start them from the ground up." CGO Roland Austrup on Innventure's distinctive model with Jane King. https://t.co/q4PQ2ZQSAs"
X Link 2026-02-10T12:55Z [----] followers, [----] engagements

"❤ The myth being kids and guns dont mix. Children have been shooting carrying and possessing firearms since their inception. Trusted to protect their family property and livestock bringing home meat for the table and recreational enjoyment. We are focused on the reality that https://t.co/BxppeUYZqx The myth being kids and guns dont mix. Children have been shooting carrying and possessing firearms since their inception. Trusted to protect their family property and livestock bringing home meat for the table and recreational enjoyment. We are focused on the reality that https://t.co/BxppeUYZqx"
X Link 2026-02-10T12:58Z [----] followers, [---] engagements

"Long $frmi today at $9"
X Link 2026-02-10T17:38Z [----] followers, [---] engagements

"$INV is my largest position on the strength of the Accelsius product TAM and a world class management team. NFA/DYOR Adaptive strategic positioning means being ready when the market moves. Josh Claman CEO of @AccelsiusATXfounded by Innventureshares where data center demand is heading over the next few years. This is how we build: identify breakthrough technologies to solve market needs https://t.co/8zwrGNlvZW Adaptive strategic positioning means being ready when the market moves. Josh Claman CEO of @AccelsiusATXfounded by Innventureshares where data center demand is heading over the next few"
X Link 2026-02-10T19:32Z [----] followers, [----] engagements

"Why i bought $frmi today 👀 Watch Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium. Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium"
X Link 2026-02-10T23:02Z [----] followers, [----] engagements

"$FRMI Earnings near year forecasted by Evercore at $2.12/share. Even at [--] PE thats a $42 share price. Evercore is at a conservative $20/share which is a great target at the moment. Risks I see are: - Timing delays - Signing Anchor Customer - appears imminent - Last required permit 2/25 anticipated approval - Further dilution - reduced by yesterday 500M non-resource loan announcement. The opportunity to continue to build out to [--] GWH means the TAM in enormous. I like the R/R. NFA/DYOR https://twitter.com/i/web/status/2021604980038197271 https://twitter.com/i/web/status/2021604980038197271"
X Link 2026-02-11T15:19Z [----] followers, [----] engagements

"$FRMI this is MUST READ article if you own Fermi stock. Great summary. Compliments to @deetmesquite https://deetmesquite.substack.com/p/the-frmi-paradox https://deetmesquite.substack.com/p/the-frmi-paradox"
X Link 2026-02-11T19:22Z [----] followers, [----] engagements

"213 US representatives should be tried for treason. BREAKING: The U.S. House has passed the SAVE America Act by a [------] vote sending it to the U.S. Senate. The bill would require Voter ID and citizenship verification to cast a ballot in elections. https://t.co/3K7Ew8PA2N BREAKING: The U.S. House has passed the SAVE America Act by a [------] vote sending it to the U.S. Senate. The bill would require Voter ID and citizenship verification to cast a ballot in elections. https://t.co/3K7Ew8PA2N"
X Link 2026-02-12T04:31Z [----] followers, [----] engagements

"I think the market is not appreciating the significance of the @legrand and @JCI_buildings partnerships. I hope that @weareinnventure will continue to explain the value that this brings: 1.) World class sales team from Legrand and JCI with deep relationships will be pitching Accelsius product. 2.) World class manufacturing a delivery system at scale with global reach and service was added to Accelsius product support ecosystem. 3.) Legrand and JCI have existing data centers projects that Accelsius system can be plugged into. and I could go on. This strategic round greatly increased Accelsius"
X Link 2026-02-12T13:40Z [----] followers, [----] engagements

"$inv @PeterADelgadoII @Legrand @JCI_Buildings I think the market is not appreciating the significance of the @legrand and @JCI_buildings partnerships. I hope that @weareinnventure will continue to explain the value that this brings: 1.) World class sales team from Legrand and JCI with deep relationships will be pitching @PeterADelgadoII @Legrand @JCI_Buildings I think the market is not appreciating the significance of the @legrand and @JCI_buildings partnerships. I hope that @weareinnventure will continue to explain the value that this brings: 1.) World class sales team from Legrand and JCI"
X Link 2026-02-12T13:40Z [----] followers, [----] engagements

"$eose $inv $frmi Power and cooling baby https://t.co/CNOohIpbnp https://t.co/CNOohIpbnp"
X Link 2026-02-14T12:40Z [----] followers, [----] engagements

"@rswillis96 @Tesla_Teslaway Take a look at 2-phase cooling: Accelsius is the leader. Its private but 40% of the ownership is with $inv Innventure who founded the company. Other big investors are Johnson Controls and Legrand"
X Link 2026-02-14T12:44Z [----] followers, [--] engagements

"$inv the market sell off today is uncomfortable but the market situation for Accelsius is better than ever. Great In depth explanation in article Accelsius published below: Full article here: https://t.co/oJaQUFuZ8b Full article here: https://t.co/oJaQUFuZ8b"
X Link 2026-01-08T03:06Z [----] followers, [----] engagements

"$inv very insightful. I had to double check this because on it's face it would make any thermal engineer in datacenters do a triple take. The claim is that the Vera Rubin rack can be cooled with [--] C inlet water. Chiller maker stocks plummeted on the news. Here's my perspective. (yes I am an I had to double check this because on it's face it would make any thermal engineer in datacenters do a triple take. The claim is that the Vera Rubin rack can be cooled with [--] C inlet water. Chiller maker stocks plummeted on the news. Here's my perspective. (yes I am an"
X Link 2026-01-08T05:35Z [----] followers, [----] engagements

"$inv I bought the shit out of the bottom 🤣"
X Link 2026-01-13T17:54Z [----] followers, [----] engagements

"$ROLR Bought AH on announcement of $25M placement at $13.21. Stock closed at $7.88. Think we can go to the offer price tomorrow. Company has contract to run prediction markets for . http://Crypto.com http://Crypto.com"
X Link 2026-01-21T22:05Z [----] followers, [----] engagements

"@GrindeOptions $inv"
X Link 2026-01-22T15:53Z [----] followers, [---] engagements

"@Dr_Gingerballs @10009nyny If every child in high school and in college was using graphene to do their homework I suspect it wouldve gotten more acceptance and general use 🤣"
X Link 2026-01-24T05:57Z [----] followers, [---] engagements

"I greatly admire the courage of @chamath to be totally unfiltered and transparent in this interview. It increased my respect for him - which was already substantial. In this episode I go ALL-IN with @chamath and @NathalieDompe on leaving California tech investments their marriage and a potential run for political office. 0:00 Introduction 1:26 Californias Wealth Exodus 2:00 The Red Pill Moment 4:01 Evolution of Their https://t.co/4sEzWrJvJ1 In this episode I go ALL-IN with @chamath and @NathalieDompe on leaving California tech investments their marriage and a potential run for political"
X Link 2026-01-28T01:50Z [----] followers, [----] engagements

"@Mag7Observatory @Sell_Calls @CHRISG0RMAN @OrrinLee5 I must remember that when I am bored I can flick sell calls ear and watch him spin 😂😂😂. Very entertaining 😂😂😂"
X Link 2026-01-28T18:37Z [----] followers, [---] engagements

"$INV This stock is going to $10 this year. NFA/DYOR Josh Claman Interview - Implies at least $125M Revenue in [----] and Cash Flow Break Even"
X Link 2026-01-28T22:23Z [----] followers, [----] engagements

"@bobtimusprime They announced a huge partnership/investment with legrand/jci. Massive underwrite and sales lever"
X Link 2026-01-29T01:16Z [----] followers, [---] engagements

"@dmottco @Zerosumgame33 LOL. .and then crash as everyone rushed for the exits. The market is generally pretty good at correcting irrational exhuberance"
X Link 2026-01-29T19:40Z [----] followers, [---] engagements

"@broheim777 @joceyreyes209 The JCI and Legrand investments added a ton of value to Accelsius. This may take a little time but it will show up in the stock price in the next months"
X Link 2026-01-30T15:16Z [----] followers, [---] engagements

"@cryptofergani Is this fake 🤣 Stupidest theory I have ever heard 🤣"
X Link 2026-01-30T21:49Z [----] followers, [---] engagements

"OK Interesting thought experiment. So we have 21Tril in M2 right now. We "Print" up another 35Tril Everyone who has cash or treasuries looses effectively 60% of their net worth as the value of the dollar falls. People who hold hard assets are kind of "Fine" as the value of the asset will reprice to the new inflation level over time. (After some disruption) People at the bottom get clobbered (again) as the prices soar and their salaries don't keep up. add an oversupply of immigrants competing for jobs and you end up with massive pain at the bottom. Sounds about right."
X Link 2024-08-22T20:32Z [----] followers, [---] engagements

"$EOSE: Apparently more than a few people missed this 2nd manufacturing location approval in Pittsburg for lines [--] & [--]. http://almanac.tubecityonline.com/almanac/e=3626 http://almanac.tubecityonline.com/almanac/e=3626"
X Link 2025-01-31T22:36Z [----] followers, 12.4K engagements

"I am taking a small and highly speculative position in a $DRSHF Drone Shield. This is an OTC traded stock. The thesis is that there is a big focus on the threat of drone attacks and the cartels recently attacked ICE with drones. (Will post link below). Drone shield recently received Nato Certification. I think this is a sector that has legs. https://www.droneshield.com/ https://www.droneshield.com/"
X Link 2025-02-07T16:02Z [----] followers, [----] engagements

"$eose Sold my $DRSHF and bought $CSLR. Doing work on this name. Looks interesting but proceed with caution. Seems to be forming a base. Three major public company players $CSLR $SUN $NOVA. Both Sunnova and Sunrun have unsustainable debt loads: Sunrun 2B rev/(862M Interest exp on 12B debt) Sunnova 800M rev /(200M int exp on 8B debt) $CSLR Revenue is 80M/qtr [---] annualized. Debt is 200M. The company has alot of room to run on these comps and probably will pick up significant business on the financial troubles of these two. Will post my comp analysis later. Thinly traded. will move when interest"
X Link 2025-02-20T17:09Z [----] followers, [----] engagements

"Nice job $spwr $spwrw https://investors.sunpower.com/news-releases/news-release-details/sunpower-reports-q125-802m-revenue-13m-profit1 https://investors.sunpower.com/news-releases/news-release-details/sunpower-reports-q125-802m-revenue-13m-profit1"
X Link 2025-04-30T11:18Z [----] followers, [----] engagements

"$ONDS too early to tell if there is any direct benefits for ONDS but this did get me digging deeper into the company and sector. A lot of people asked me to look into the One Big Beautiful Bill Act and potential benefit to $ONDS Here you go H.R.1 - One Big Beautiful Bill Act (59) $500000000 for development production and integration of counter-unmanned aerial systems programs; 60) $350000000 https://t.co/c7S3fp8c8V A lot of people asked me to look into the One Big Beautiful Bill Act and potential benefit to $ONDS Here you go H.R.1 - One Big Beautiful Bill Act (59) $500000000 for development"
X Link 2025-05-28T23:19Z [----] followers, [----] engagements

"@bert_gilfoyle $CATL is the battery supplier $TSLA is the integrator"
X Link 2025-06-20T14:47Z [----] followers, [---] engagements

"Updated 8/8/2025; $eose catalyst list / fundamentals summary: (NFA / DYOR) ➡ Q1 [----] ✅ Milestone [--] for Cerberus 1/31 $40.5M ✅Q4 Call - Revenue meet or beat ✅ Q4 Call - Spreadsheet calc of CM positive (weak claim) ✅ Q4 Call - [----] Revenue guide (est. $200m) Actual: $150m-$190m. ➡ Q2 [----] ✅ Milestone [--] for Cerberus loan ✅ Q1 Call ✅ Various additional orders ✅ L2 ordered ✅ Russell [----] Re-inclusion ➡ Q3 [----] ✅ 2nd tranche of Ln1 Doe funding ✅ Early Aug Q2 Call ☑ Puerto Rico $100M Order (400MWh) ☑ WV Hyperscaler Datacenter $48M Order (192MWh) [---] MWh total size. ☑ Sub assy automation complete ➡"
X Link 2025-08-06T02:08Z [----] followers, 60.8K engagements

"$eose 🎶🎶🎶Ooh baby do you know what youre worth Ooh heaven is a place on earth🎶🎶🎶"
X Link 2025-08-28T14:17Z [----] followers, [----] engagements

"$inv Just skimmed this and it is excellent and comprehensive. Will look more in detail later but this looks like a outstanding and balanced overview Sharing my deep-dive investment case on $INV (Innventure) the disruptive conglomerate building industrial giants from corporate tech (Nokia P&G Dow). Key thesis: Accelsius ($665M val post-Series B w/ JCI/Legrand) alone could unlock massive value via [----] revenue ramp. Thread Sharing my deep-dive investment case on $INV (Innventure) the disruptive conglomerate building industrial giants from corporate tech (Nokia P&G Dow). Key thesis: Accelsius"
X Link 2026-01-21T15:18Z [----] followers, [----] engagements

"Bought 10k share starter positions in $VLN and $INUV today. Seeing quite a bit of chatter about both and was waiting for a good entry. Going to do some work and see if I want to size up"
X Link 2026-01-21T20:41Z [----] followers, [----] engagements

"$INV [--] Phase Cooling is the future for AI: https://accelsius.com/warmer-water-unlocks-two-phase/utm_campaign=128937679-Newsletters&utm_medium=email&_hsenc=p2ANqtz-9ZwrhJ0Zv3dsWaXKoo_SBP-TWsiRgFZFYx0Rlnk20NayUR-J8Y-yQo06EJrLxYYh_XOOpUxGmzrV40N-NgWyypdjdubg&_hsmi=21757810&utm_content=21760272&utm_source=hs_email https://accelsius.com/warmer-water-unlocks-two-phase/utm_campaign=128937679-Newsletters&utm_medium=email&_hsenc=p2ANqtz-9ZwrhJ0Zv3dsWaXKoo_SBP-TWsiRgFZFYx0Rlnk20NayUR-J8Y-yQo06EJrLxYYh_XOOpUxGmzrV40N-NgWyypdjdubg&_hsmi=21757810&utm_content=21760272&utm_source=hs_email"
X Link 2026-01-22T22:18Z [----] followers, [----] engagements

"$inv yes @x_times_1 the whole interview between @joceyreyes209 and @AccelsiusATX is extremely insightful $INV @x_times_1 the whole interview between @joceyreyes209 and @AccelsiusATX is extremely insightful $INV"
X Link 2026-01-24T05:59Z [----] followers, [----] engagements

"I love immigrants. Immigrants are part of my family. Immigrants are some of the best people in our country. Given a choice on-balance I would rather have immigrants in my workforce than Americans because they are better employees. (Americans are generally lazy and entitled). At the same time: If I overstay my visa in a foreign country or I cross a border illegally I fully expect to be thrown out of that country - probably with a stay in jail on the way. I would never consider it my right to go to a foreign country and live off the tax dollars of the people who are the citizens there. When I"
X Link 2026-01-25T12:23Z [----] followers, [----] engagements

"@braden_tewinkel If you make it too easy and cheap to build houses the rest of the housing market collapses. A large number of homeowners could be underwater leading to default that could cascade into bank liquidity issues and a massive economic recession"
X Link 2026-01-29T23:36Z [----] followers, [---] engagements

"When interest rates come down housing prices go up not down. What reduces the the price of housing is either more SUPPLY or less DEMAND. Did yall never take highschool economics ffs"
X Link 2026-01-31T13:19Z [----] followers, [----] engagements

"$INV I am a hug fan of Josh. Crystal clear communication. Calm and confident leadership. In a recent interview Accelsius CEO Josh Claman explained why the basic science of two-phase cooling makes it essential to enable next-gen AI workloads. WATCH HERE: https://t.co/BMOSZRUxwY In a recent interview Accelsius CEO Josh Claman explained why the basic science of two-phase cooling makes it essential to enable next-gen AI workloads. WATCH HERE: https://t.co/BMOSZRUxwY"
X Link 2026-02-04T20:00Z [----] followers, [---] engagements

"LMAO This is SO SO TRUE I'm pretty sure everyone at my company saw this article and now they all think we're in an AI crisis. We're not in an AI crisis. We use Claude to summarize Slack threads. But here's what's actually interesting: this whole panic reveals something nobody wants to admit. Every https://t.co/9RAAjU5r65 I'm pretty sure everyone at my company saw this article and now they all think we're in an AI crisis. We're not in an AI crisis. We use Claude to summarize Slack threads. But here's what's actually interesting: this whole panic reveals something nobody wants to admit. Every"
X Link 2026-02-04T20:57Z [----] followers, [----] engagements

"$EOSE $SMNEY Someone pointed out the interesting lagging synchronicity here:"
X Link 2024-12-30T14:14Z [----] followers, [----] engagements

"$EOSE should be $7 on this news. China battery cost has risen 125% in the last week. Hyper scaling here we come"
X Link 2025-04-09T17:43Z [----] followers, 10.4K engagements

"$eose Now is the time. IMO we will see multiple large orders in q3/q4. The IRA changed the game in terms of li-ion vs Americas Battery. Revenue will meet or exceed the guidance range. Revenue in [----] will be 500m+ 2025: Base case:$15 Bull case $30 2026: Base case: $30 Bull case $70"
X Link 2025-08-27T22:50Z [----] followers, 10K engagements

"I wouldnt classify this as an equity raise. These warrants $eosew have been trading for years. They are coming due in Nov and ITM. (In the money) the company has to either issue new shares to cover this demand or use treasury shares if they have any. I dont think they have any treasury shares. https://twitter.com/i/web/status/1974048960961450186 https://twitter.com/i/web/status/1974048960961450186"
X Link 2025-10-03T09:48Z [----] followers, [---] engagements

"$EOSEW: In a cashless exercise scenario which is allowed for EOSEW if the stock is at $15/sh the cashless exercise will reduce the dilution from 7M shares to 1.7M shares"
X Link 2025-10-06T12:42Z [----] followers, [----] engagements

"$eose theres still a lot of money to be made in $eose but most of the money has already been made. $0.80 to $16 is a 20x $16 to $320 is a 20x. $320 is $160b marker cap. Not very likely in the next few years. Cue the flames. 🤣"
X Link 2025-10-27T23:04Z [----] followers, 15.9K engagements

"@K_Wank22 @DumbMoneyCapitl An analyst report already said that theyre not going to use eose in substantial size in the near future"
X Link 2026-01-28T02:14Z [----] followers, [---] engagements

"$EOSE Pour one out for the fallen comrades who sold at: $1.50 $2.25 $3.30 $4.50 $5.67 $6.50 $7.36 . They couldn't handle the IRR. More will fall but the strong will see $30 (and higher)"
X Link 2025-09-02T19:33Z [----] followers, 12.6K engagements

"@charlesland123 @Courage_wins Good take. I like ONDS. I like the CEO. But I think it's overvalued and not a good R/R here"
X Link 2025-10-22T12:52Z [----] followers, [---] engagements

"yikes $iren is the only well run minor I see. CLSK- earnings released. Their ALL IN COST per Bitcoin mined increased from $88000 in Q4 to $99300 in Q1 Total all in cost went from $171.3M in Q4 to $194.3M in Q1 while the Bitcoin mined only increased from [----] to [-----]. Pretty dismal quarter CLSK- earnings released. Their ALL IN COST per Bitcoin mined increased from $88000 in Q4 to $99300 in Q1 Total all in cost went from $171.3M in Q4 to $194.3M in Q1 while the Bitcoin mined only increased from [----] to [-----]. Pretty dismal quarter"
X Link 2025-05-10T12:55Z [----] followers, [----] engagements

"$IREN Market cap of 1.38B on 588M of Adjusted Forward EBITDA is crazy The only explanation I can come up with is that the market is worried about dilution to feed expansion or the market thinks BTC is going significantly lower. $IREN "We look forward to updating the market on the progress of these key projects at our upcoming earnings presentation." Mining & CSP Hardware Profits YtD Jan [----] = $40mil Feb [----] = $32mil Mar [----] = $36mil Apr [----] = $38mil https://t.co/lGkTTL6TWm $IREN "We look forward to updating the market on the progress of these key projects at our upcoming earnings"
X Link 2025-05-06T13:28Z [----] followers, [----] engagements

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