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@HeikoBusiness Avatar @HeikoBusiness Heiko G.

Heiko G. posts on X about $oss, investment, ai, stocks the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

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Mentions: XX #

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Followers: XXX #

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Social Influence

Social category influence finance XX% stocks XX% technology brands XX%

Social topic influence $oss #2, investment #1962, ai 15%, stocks #4707, mega 10%, $nvda #1027, nvda 10%, ipo #474, $voyg #5, future X%

Top accounts mentioned or mentioned by @amheshay @megatrendglobal

Top assets mentioned NVIDIA Corp. (NVDA) Voyager Technologies, Inc. (VOYG) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Rocket Lab USA, Inc. Common Stock (RKLB)

Top Social Posts

Top posts by engagements in the last XX hours

"@AmheShay No still macro/political oppression"
X Link 2025-12-10T21:09Z XXX followers, XX engagements

"If there are newbies to $OSS Ill post a shortened investment thesis tommorow"
X Link 2025-12-10T19:11Z XXX followers, 1932 engagements

"Moores Law says that the number of transistors doubles every two years. This was the line of success for $NVDA. IO bandwidth rate doubles approx. every X years. This is crucial for $OSS success. Low latency is the top argument for acclerated edge computing"
X Link 2025-12-11T18:10Z XXX followers, XXX engagements

"@MegatrendGlobal Appreciate it mega. Pretty sure you kept X well informed about OSS"
X Link 2025-12-10T21:49Z XXX followers, XX engagements

"🧵 $OSS Investment thesis in a nutshell🧵"
X Link 2025-12-11T18:02Z XXX followers, 2014 engagements

"@MegatrendGlobal Yes this is what $OSS does in trucks with $NVDA"
X Link 2025-12-12T13:33Z XXX followers, XXX engagements

"This enables real-time decision-making for defense and disaster response. LeoCloud allows developers (using Red Hat OpenShift) to write code on Earth and push it to a satellite. This opens the market to software companies who want to deploy apps in space w/o building satellites"
X Link 2025-12-12T14:26Z XXX followers, XX engagements

"Voyager is quietly positioning itself as a key supplier for the GOLDEN DOME project. Through its acquisition of ExoTerra (Oct 2025) Voyager owns the Solar Electric Propulsion needed for these defense satellites to maneuver and intercept"
X Link 2025-12-12T14:26Z XXX followers, XX engagements

"Just signed a deal with the University of North Dakota (Dec X 2025) to feed early-stage tech directly into Golden Dome initiatives via Starlab. So I would say they play a key role in the project"
X Link 2025-12-12T14:26Z XXX followers, XX engagements

"Deal/project win rate 75%+ for competing bids but most stuff won sole source. Customers see what we have to offer and theres not a comparative competitor offering the same thing (Mike Knowles CEO). No more comments needed here"
X Link 2025-12-11T18:02Z XXX followers, XXX engagements

"$OSS Partners. Access to the latest GPUs like Blackwell (NVDA Elite) FPGAs (AMD) or customized silicon (AVGO)"
X Link 2025-12-11T18:02Z XXX followers, XXX engagements

"$1B+ pipeline. Expected TAM by 2030 about $5B+. Do the math with a win rate 75%+ and most stuff won sole source. Big army deal in the pipe (sole bidder $200M+ opportunity)"
X Link 2025-12-11T18:02Z XXX followers, XXX engagements

"$OSS Call of the year $XXX 🤫"
X Link 2025-12-10T19:20Z XXX followers, 1021 engagements

"Compute demand for AI/ML sensor fusing and autonomous capabilities grows exponentially over the next decade. Classical edge comp architectures cant keeping up. $OSS brings the power of a Cloud DC to the very edge"
X Link 2025-12-11T18:02Z XXX followers, XXX engagements

"Financial inflection. Accelerated revenue growth. First profitable for a while. Stabilized margins. Strong backlog"
X Link 2025-12-11T18:02Z XXX followers, XX engagements

"Mike said in the last earnings that the US army considering other use cases for their situational awareness systems. Just look at the list of their equipment. The budget is roughly $200B for next year"
X Link 2025-12-11T18:02Z XXX followers, XXX engagements

"Risks: Valuation: Trading at a P/S of XX its far from cheap. However this guys have a good pipeline already having revenues. However other space stocks like $ASTS have no revenue or trading at nearly XXX P/S $RKLB"
X Link 2025-12-12T14:26Z XXX followers, XXX engagements

"Chart: The chart looks not good imo. Under IPO price no confirmed bottom or volume trend change. Costs: I expect costs for M&A capex opex R&D remaim high over the next years. Defense spending could be delayed. Dilution possible. I dont see a clear path to profitability"
X Link 2025-12-12T14:26Z XXX followers, XX engagements

"Conclusion: I think $VOYG is very good positioned to profit from the Space Boom. From all the space stocks out there I would argue this is the best bet in terms of fair valuation and opportunity"
X Link 2025-12-12T14:26Z XXX followers, XX engagements

"Today I invested in $VOYG. I think Space will be the hottest theme next year and maybe beyond. Driven by Golden Dome AI Data Centers in Space SpaceX IPO etc. From all space stocks I think $VOYG has the most compelling story and is currently mispriced to other space stocks"
X Link 2025-12-12T14:30Z XXX followers, XXX engagements