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@EarningsMindset Avatar @EarningsMindset The Earnings Mindset

The Earnings Mindset posts on X about ai, mindset, $nvda, balance sheet the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXXX% technology brands XXXX% countries XXXX% exchanges XXXX%

Social topic influence ai 9.52%, mindset #1383, $nvda 4.76%, balance sheet #1650, $iren 3.57%, $eth #2021, $btc #2519, red 3.57%, level 3.57%, money XXXX%

Top accounts mentioned or mentioned by @bitmnr @mikealfred @fundstrat @strategy @thelonginvest @divestech @cool808surfer @mrderivatives @bitcoinarchive @saylor @pwallmann5 @thebtctherapist @merlijntrader @gemini @ondasholdings @stocksavvyshay @jakewujastyk @czbinance @trendspider @ashcrypto

Top assets mentioned NVIDIA Corp. (NVDA) IREN Limited (IREN) Ethereum (ETH) Bitcoin (BTC) BITMINE IMMERSION TECH (BMNR) PolkaBridge (PBR) CoreWeave, Inc. (CRWV) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Sleepless AI (AI) Oklo Inc. (OKLO) Eos Energy Enterprises, Inc. (EOSE) Ondas Holdings Inc. Common Stock (ONDS) SPX6900 (SPX) Palantir (PLTR) Oracle Corporation (ORCL)

Top Social Posts

Top posts by engagements in the last XX hours

"$ASTS weekly still looks like a leader not a failed bounce. Big green candle +31% closing near XX inside the old 7075 breakdown zone weekly RSI back above XX. Classic bull trend behavior. Key levels: Support: 6065 Resistance: 8085 Bigger supply: 95100 Base case 3-month range: 8090. If trend holds 95105 possible in X months; 110120 only in strong risk-on tape. Follow @EarningsMindset for more asymmetric setups in space AI infra and crypto-linked names. #ASTS #SpaceEconomy #Stocks"
X Link 2025-12-06T16:18Z XXX followers, XXX engagements

"🧠 $IREN shorts are betting against the AI infrastructure shift. They still see a Bitcoin miner while management is quietly building a vertically integrated AI cloud platform. Q1 FY26 made this explicit: X AI scale is locked in roadmap to 140000 $NVDA GPUs online by end 2026 underpinning $3.4B annualized run-rate revenue when fully ramped including a $9.7B AI cloud contract with $MSFT. X Power + location moat X GW of secured power with flagship hubs like Sweetwater and Childress designed for XXX MW+ superclusters and next-gen liquid-cooled GPUs. This is the scarce input hyperscalers chase. 3"
X Link 2025-12-07T10:49Z XXX followers, XXX engagements

"🔥 WAKE UP FIN TWIT. $BMNR is the $ETH super treasury hiding in plain sight. You're buying the balance sheet at a fire sale and getting the growth engine for free. Everyone is chasing $AI tickers while this non-AI compounding machine trades around its liquidation floor. The setup is simple 👇 X The $12B asset floor $BMNR holds 3.63M $ETH XXX $BTC and $800M cash. Thats nearly $12B in assets with zero debt. At todays price youre paying close to spot NAVa hard floor. Youre buying the treasury not a story stock. X The staking engine the market is ignoring The stack isnt idle. The $ETH is staked"
X Link 2025-12-07T21:48Z XXX followers, XXX engagements

"@BitMNR Spot bid finally outmuscling derivatives is exactly what a real bottom looks like. Structurally long $ETH with a treasury + staking engine starts to look a lot more interesting when spot wallets not perps are doing the heavy lifting"
X Link 2025-12-08T08:35Z XXX followers, XXX engagements

"🔥 $OKLO SLEEPER ALERT: This is not a story stock. Its a fully funded vertically integrated nuclear utility in the making. Pre-market strength shows the market finally pricing firm clean power + a de-risked balance sheet as structural not cyclical. Youre buying scarce 24/7 carbon-free baseload exposure. 👇 X Pillars De-risking the $OKLO Thesis X Regulatory fast lane (DOE moat) Selected for X DOE reactor pilot projects including Aurora at INL. Government-backed authorization track massively de-risks the path to revenue while peers fight for basic NRC approval. X Execution & supply chain"
X Link 2025-12-08T11:57Z XXX followers, XXX engagements

"$PBR daily Big risk-off day in Brazil and $PBR prints a wide red daily candle pulling back into the 12.112.3 area which is the former breakout level from early November. Technically as long as this zone holds this is a clean retest after the spike toward XXXX not a full breakdown. Below XXXX next meaningful support sits around 11.611.7. RSI has reversed from overbought near XX down toward 4042 so momentum has cooled but we are not in a clear oversold zone yet. A constructive bull signal would be stabilization here with a higher low on RSI and a daily close back above XXXX which would reopen"
X Link 2025-12-05T19:07Z XXX followers, 1239 engagements

"If you like getting paid while you wait for asymmetry $PBRs weekly chart is still quietly setting up. 🛢 Weekly view: Price is back testing the XXXX - XXXX band that has acted as support multiple times this year The whole year has been a choppy XXXX - XXXX range but each dip into the low 12s has attracted buyers instead of triggering a full breakdown Weekly RSI is hovering just under XX not euphoric and not broken which fits a healthy consolidation after the last push toward XXXX My simple roadmap from here: As long as $PBR holds above roughly XXXX on a weekly closing basis I still view this"
X Link 2025-12-06T11:24Z XXX followers, XXX engagements

"@fundstrat @Amundi_ENG @gabrielabed Retail is still debating whether $ETH is an underperforming token while a 2.2T asset manager is wiring its back office into it. $BMNR isnt just one fund its a proof-of-concept for Ethereum as Wall Streets settlement layer"
X Link 2025-11-30T22:48Z XXX followers, 1705 engagements

"@DollarCostAvg Buying when the screen is red is the only edge most wont use. Extreme fear + real assets like $IREN and GPU power names is exactly where the next compounded gains are born"
X Link 2025-12-01T12:39Z XXX followers, XXX engagements

"⚡ $EOSE is not a battery stock; its a domestic grid infrastructure play. The market still treats it like a speculative chemistry bet but Q3 2025 proved otherwise: zinc-bromine is scaling as a safer long-duration solution for industrial grid stabilization. What Q3 confirmed 👇 X. Execution validation Q3 revenue hit $30.5M (2x Q2) with a XX percentage point gross margin improvement. The company is now converting LCOS and manufacturing gains into real operating leverage. X. Safety and fire risk Lithium systems risk thermal runaway and require complex fire mitigation. $EOSEs zinc-bromine"
X Link 2025-12-07T18:56Z XXX followers, 13.8K engagements

"@TheLongInvest Smart people use edge as their leverage. If your process time horizon and sizing are doing the heavy lifting you dont need borrowed money to force outcomes"
X Link 2025-12-07T21:14Z XXX followers, XXX engagements

"@Strategy Stacking 10624 more $BTC at $90K with a XXXX% BTC yield YTD is how you turn a treasury asset into an operating engine. This isnt trading the cycleits weaponizing the balance sheet for the next decade"
X Link 2025-12-08T13:05Z XXX followers, 4528 engagements

"🔥 The $CRWV 2B convertible is not dilutionits a balance sheet weapon. If you sold on the headline you traded emotion over math. This isnt meme financing. Its how an AI infra player secures long-duration advantage in a capital-intensive arms race. 👇 X. Credit market due diligence Raising $2B + $300M greenshoe in 2031 senior converts is a deep institutional validation. Tourists do episodic secondaries. Serious infra platforms tap long-dated credit after lenders review contracts and pipelines. X. Cheaper capital deferred equity Converts push any potential equity issuance far out and usually at"
X Link 2025-12-08T13:10Z XXX followers, XXX engagements

"Everyone talks about AI winners but this is what a standard looks like. Going from XX% to XX% in X years means $NVDA isnt just selling chipsits owning the software stack ecosystem and mindshare around AI compute. You dont fade the company that became the default for data centers"
X Link 2025-12-08T16:22Z XXX followers, XXX engagements

"🔥 $ONDS IS THE ULTIMATE BATTLE-TESTED ASYMMETRY PLAY. The market is finally woke up to the Defense Tech moat. This isnt an AI narrative small cap. Ondas is quietly building a combat-proven defense infrastructure platform through smart capital allocation and acquisitions. 👇 X Ukraine R&D Bridge The up-to-$11M investment in Drone Fight Group is a direct access to Ukrainian battlefield R&D flowing into a listed U.S. vehiclegiving a 5-year innovation head start no lab can replicate. X NDAA Moat Bringing that tech into a U.S./allied NDAA-compliant manufacturing base creates an instant regulatory"
X Link 2025-12-08T17:40Z XXX followers, XXX engagements

"@KobeissiLetter Policy risk just flipped into upside optionality for $NVDA. If China comes back online for H200s the over-earning debate is dead for a while the real constraint goes back to power fabs and supply not demand"
X Link 2025-12-08T18:04Z XXX followers, 1378 engagements

"🔥 THE $NVDA CHINA HEADLINE IS STILL RUMOR. But the market is already telling you how big it could be if confirmed. Reports that H200 sales to China may be back on the table are not confirmed policy yet. But even rumor-level optionality is enough to move a name like $NVDA when positioning is offside. Heres how I frame it 👇 X From Zero to Optionality China was priced as a write off in most models. A mere rumor of reopened export channels forces the market to reinsert upside that was assumed gone. X Policy Optionality = Multiple Support This is not about todays EPS. It is about the idea that"
X Link 2025-12-08T18:16Z XXX followers, XX engagements

"🔥 $IREN HTF RETEST CONFIRMED. The power capacity king is defending the September breakout level in real time. The entire selloff has been absorbed right into the 45-46 prior breakout zone. Thats not distribution; thats disciplined structural accumulation by smart money that understands the power moat. 👇 X. Structural retest holding The market tested the 45-46 band exactly where the last expansion leg launched. Holding here means early buyers are defending size. If this were a failed breakout price would already be below this zone. Instead its becoming the new institutional demand area. 2."
X Link 2025-12-08T21:30Z XXX followers, XXX engagements

"@Strategy Bitcoin is the raw wattage Strategy is the yield curve. Turning block-space volatility into predictable cashflow streams is exactly how you build serious institutional rails on top of $BTC"
X Link 2025-12-09T13:48Z XXX followers, XXX engagements

"@saylor @LaDoger Old rails final form of money. Time preference of a camel monetary tech of a supercomputer. 🧡 #BTC"
X Link 2025-12-09T16:09Z XXX followers, XXX engagements

"🚨 $CRWV (CoreWeave): THE NVIDIA-BACKED AI HYPERSCALER IS TRYING TO FLIP THE TAPE AT $XX The liquidation phase looks finished. After days of forced selling the stock with a reported $50B+ revenue backlog is printing a powerful accumulation candle into the close. This is not a random bounceit looks like a reversal attempt. THE TECHNICAL FLIP The daily chart has changed character pointing to fear exhaustion and returning institutional demand. Floor attempt: Clean higher lows on the daily with supply absorbed and the short-term range reclaimed. Momentum break: RSI has ripped above the XX line"
X Link 2025-12-09T20:27Z XXX followers, XXX engagements

"🚨 FOMC DAY: THE MARKET IS WALKING A X% TIGHTROPE ⚖ Futures are slightly green but the positioning is clear: a XX bps cut is consensus and largely priced in. Options are implying roughly a X% move in $SPX in either direction once Powell speaks. With the index sitting less than X% from all time highs this meeting decides whether we get a year end melt up or a sharp rug pull. 👇 X What is actually priced in The cut itself is not the story. The path is. XX bps cut is widely expected and already embedded in valuations. The tape has been supported by hopes of a stronger 2026 economy and robust"
X Link 2025-12-10T11:11Z XXX followers, XXX engagements

"🔥 $PLTR JUST GOT THE KEYS TO THE NUCLEAR SUBMARINE SUPPLY CHAIN. THIS IS A $448M+ AI OS ON A $130B PROGRAM. 🚀 This is not a small IT contract. Palantir Foundry + AIP is being deployed as ShipOS the AI operating system coordinating the entire Virginia- and Columbia-class submarine build for the U.S. Navy. Its mission-critical workflow touching public shipyards private yards and key suppliers. This is the exact kind of wedge that scales across the defense complex. 👇 X STRUCTURAL DEFENSE WIN ON THE CHART Higher low locked in: After Novembers flush to the mid-150s $PLTR printed a clean higher"
X Link 2025-12-10T08:06Z XXX followers, XXX engagements

"🚨 $ORCL DROPS X% ON BLOWOUT AI NUMBERS. PRICE AND FUNDAMENTALS ARE DISAGREEING. ⚖ Oracle posted one of its strongest AI cloud quarters ever yet the stock is down post-market. Q2 FY26 revenue: $16.1B (+14% YoY) cloud: $8.0B (+34% YoY) IaaS: $4.1B (+68% YoY). RPO surged to $523B (+438% YoY) on huge AI deals. GAAP EPS $XXXX non-GAAP $XXXX helped by $2.7B gain from Ampere stake sale. X FUNDAMENTALS: AI HYPERGROWTH VS HEAVY CAPEX AI Cloud on fire: infra compounding at high double-digits multicloud database still fastest grower. AI woven into infra database and apps. Quality of earnings concern:"
X Link 2025-12-10T21:38Z XXX followers, XXX engagements