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@AkinatorAssets
"Current Market Cap vs Reported Energy Pipeline: $GLXY: $10B vs 3.5GW $CRWV: $57B vs 3GW w/ acquisition of Core Scientific $IREN: $9B vs XXXX GW $CIFR: $4B vs 2.6GW $NBIS: $22B vs 400MW (source: @perplexity_ai ) Its important to note that these companies are not like for like due to differing strategies customer deals relationships stages of development and technical prowess but nonetheless the entire space is incredibly exciting. We are still early in this if you have your positions sized out correctly and we expect continued growth for companies with great leadership. Quick note hyperscalers"
X Link @AkinatorAssets 2025-09-11T02:17Z 1400 followers, 10.4K engagements
"🐂 Bull Case for $ABCL AbCellera $ABCL has quietly become one of biotechs most compelling comeback stories. Over the past year the stock has surged an impressive XXXXXX% far outperforming sector peers and signaling renewed market confidence in its business model and growth trajectory. This performance isnt just speculative momentum its being reinforced by strong fundamentals and institutional sentiment. Wall Streets view aligns with the data. Analysts have issued a Strong Buy consensus rating a reflection of growing confidence in AbCelleras antibody discovery engine and its expanding network"
X Link @AkinatorAssets 2025-10-17T13:36Z 1400 followers, 2204 engagements
"Bull Case for $CLSK & Why Were Adding (TL;DR: positioned for explosive upside in the Bitcoin cycle. We see 5X gains by 2030) ⚡🐂 X. Low-Cost Bitcoin Miner: $CLSK operates with some of the lowest power costs in the industry giving it a sustainable edge when BTC volatility hits. X. Massive Hashrate Growth: Targeting aggressive fleet expansion with exahash capacity set to meaningfully increase over the next 1224 months. X. Balance Sheet Strength: Maintains one of the strongest balance sheets in the sector holding both Bitcoin reserves and liquidity to fund growth. X. Energy Partnerships:"
X Link @AkinatorAssets 2025-10-09T13:25Z 1402 followers, 1557 engagements
"@meeijer Weve been dabbling with $NVO and agree with you. We do think $NVO will be a target of tax loss harvesting here in Q4"
X Link @AkinatorAssets 2025-10-14T16:04Z 1402 followers, XXX engagements
"@DeItaone We can see this being the longest government shutdown in history"
X Link @AkinatorAssets 2025-10-16T13:17Z 1398 followers, XXX engagements
"⚔ Competitive Landscape $LLY: Primary rival Mounjaro/Zepbound outperforms semaglutide in efficacy and is backed by massive manufacturing ramp-up. $HIMS: Fast-rising telehealth disruptor using compounding pharmacies and digital distribution to democratize GLP-1 access. $HIMS doesnt yet rival $NVO in production or IP but its redefining how patients enter the funnel a potential long-term threat to incumbents. Pfizer: Developing danuglipron an oral GLP-1 promising but facing tolerability issues. Amgen: Advancing dual-agonist MariTide; potential best-in-class contender. AstraZeneca: Diversifying"
X Link @AkinatorAssets 2025-10-16T13:49Z 1401 followers, XXX engagements
"@TheLongInvest $HIMS greeting $OSCR to the party"
X Link @AkinatorAssets 2025-10-16T13:57Z 1397 followers, XXX engagements
"@unusual_whales This is disappointing as a $HIMS holder that believes in the long term vision of the platform. Feels meme stock-esque which is completely unnecessary when $HIMS is building a strong business"
X Link @AkinatorAssets 2025-10-17T16:39Z 1403 followers, XXX engagements
"@edk_dfs @unusual_whales Its just disappointing because $HIMS is building a real business but faces the perception of a meme stock which the CEO just leaned into"
X Link @AkinatorAssets 2025-10-17T17:06Z 1402 followers, XXX engagements
"@BourbonCap $MELI @ $2000 is intriguing"
X Link @AkinatorAssets 2025-10-18T12:26Z 1403 followers, XXX engagements
"The $VIX has spiked over $XX eight times over the last year w/ $SPY being higher one month later X out of X times The one exception is late Feb-mid Mar when Liberation Day followed in April Our favorite stocks right now are: $META $DLO $TSM $CLSK $NVO $TMDX $IREN $OSCR Curious what are yours 👀 @TheRonnieVShow @HolySmokas @TheTechInvest @mikealfred @theBTCMiningGuy @TheLongInvest"
X Link @AkinatorAssets 2025-10-12T11:19Z 1403 followers, 2671 engagements
"@Ashton_1nvests $MU The most slept on AI play in the market"
X Link @AkinatorAssets 2025-10-15T10:28Z 1403 followers, XXX engagements
"@TacticzH Love $NVO great buys Will look into $EVO"
X Link @AkinatorAssets 2025-10-17T17:01Z 1402 followers, XXX engagements
"5 stocks we added during Fridays sell-off 🔔 1) $CLSK: $XX limit order filled; love the economics for their mining business @theBTCMiningGuy/@mikealfred 2) $DLO: sold puts; poised for growth as digital payments rise in emerging markets @TheRonnieVShow 3) $TSM: started our entry position; is the factory that powers the AI Revolution @danielnewmanUV/@StockSavvyShay 4) $META: at $XXX how could we say no Arguably the best priced Mag7 stock @HolySmokas 5) $TMDX: small add; strong fundamentals improvement YoY w/ a MOAT @nataninvesting"
X Link @AkinatorAssets 2025-10-11T10:42Z 1399 followers, 11K engagements
"Late night thought as I work on a Saturday night if AI is not driving meaningful results to the bottom line yet then why are the companies innovating with AI increasing revenue more rapidly when compared to those that arent Even broken stocks (not businesses) like $ADBE AI is not a bubble and our favorite picks based on valuation today are: $MU $TSM $META $CIFR $IREN - we will share our updated multibagger rates and price targets tomorrow for many of the market movers after the volatility we had this past week @danielnewmanUV @HolySmokas @StockSavvyShay"
X Link @AkinatorAssets 2025-10-19T07:00Z 1399 followers, XXX engagements