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@HugoManenti Hugo ManentiHugo Manenti posts on X about $amtm, all the, secret, thesis the most. They currently have XXXXX followers and X posts still getting attention that total X engagements in the last XX hours.
Social category influence finance XXXX% cryptocurrencies XXXX%
Social topic influence $amtm 12.5%, all the 12.5%, secret 12.5%, thesis 12.5%, $iwgl 12.5%, $1bn 12.5%, $250mm 12.5%, $350mm 12.5%, 10x 12.5%, $ar XXXX%
Top accounts mentioned or mentioned by @taobanker @uzocapital @markdow @globalflows @jayapted @teddygambino @sjoldvalueguy
Top assets mentioned Amentum Holdings, Inc. (AMTM) Arweave (AR)
Top posts by engagements in the last XX hours
"Opportune time to expand on my rationale for holding $AMTM as a large position. I started buying in April average cost $XX. Amentum is a government subcontractor with its fingers in all the best pies: nuclear space drones missiles cyber and top secret programs. The thesis was simple: - Its end markets criticality and already small margins insulates the company from DOGE type efforts and should result in steady backlog growth - Expect sustained MSD topline growth a little margin expansion debt paydown resulting in steady LDD EPS growth - This should cause it to trade much closer to the average"
X Link 2025-11-25T13:42Z 1893 followers, 1508 engagements
"@Uzocapital $IWG.L pretty nice update yesterday. If they can maintain a run-rate of 1000 openings per year then $1BN EBITDA becomes plausible by 2031-32. $250mm recurring management fee at 20x and $350mm "other" FCF at 10x and that's about a 3x return from here"
X Link 2025-12-05T16:25Z 1893 followers, XXX engagements
"@TeddyGambino I thought it was pricey at first but the whole thing actually looks very very accretive for $AR"
X Link 2025-12-08T12:50Z 1893 followers, XXX engagements