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@Mike10947310 Avatar @Mike10947310 Mike

Mike posts on X about $feim, gps, cls, $cls the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Mentions: XX #

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Followers: XXXXXX #

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Social category influence stocks finance cryptocurrencies #3641 countries exchanges technology brands

Social topic influence $feim, gps, cls #31, $cls #9, playing, dome, opt, $tgen #1, 6969, $arq

Top assets mentioned Coldstack (CLS) Digihost Technology Inc. (DGHI) Cloudflare, Inc. (NET) Novo-Nordisk (NVO) Snowflake, Inc. (SNOW) Marginswap (MFI) Marvell Technology Inc (MRVL) Mario Coin (COIN) Applovin Corporation (APP) Robinhood Markets, Inc. (HOOD) Ares Protocol (ARES) Carvana Co. (CVNA) Vertiv Holdings Co (VRT)

Top Social Posts #

Top posts by engagements in the last XX hours

"$CLS up XX% on strong earnings and at new ATH. anyone remember DeepSeek Me neither"
@Mike10947310 Avatar @Mike10947310 on X 2025-07-29 02:00:55 UTC 12.1K followers, 8015 engagements

"@V0lCrushed That's really interesting. So something like $ARQ"
@Mike10947310 Avatar @Mike10947310 on X 2025-07-19 18:41:04 UTC 12.1K followers, 1206 engagements

"@Vmaxpax @thekookreport If anyone in US is to get it done I back $FEIM to do it"
@Mike10947310 Avatar @Mike10947310 on X 2025-07-17 04:22:55 UTC 12.1K followers, XXX engagements

"$DGHI So I dug into this. No comment on EV/EH but their EV/MW methodology is flawed. Really Tier X data centers are applicable to HPC and they dont have 100mw of Tier X power. However they do have 33mw for their Alabama site which still implies a cap of 330m+ based on comps. But they only expect 5mw of that to come online in early XX so you have to discount that pretty heavily. On the other hand if they were to strike and HPC deal thats what would cause a rerate and that would occur 6-12 months ahead of power first coming online so likely this year. All this is disregarding other biz ops. So"
@Mike10947310 Avatar @Mike10947310 on X 2025-02-03 19:49:30 UTC 12.1K followers, 11.1K engagements

"Cape Cod is one thing but I dont think you start going at other tech companies unless youre going to smash earnings just asking to be ratioed $NET"
@Mike10947310 Avatar @Mike10947310 on X 2025-07-28 14:43:56 UTC 12.1K followers, 6400 engagements

"Well the BBB passed. $25B in year X for Golden Dome. I'm surprised w/ how $FEIM has traded vs. other space names (many of which are up 200%+ over last X months). But then again I was surprised that nLight took until it's earnings call to move on speaking to its Golden Dome tailwinds. It is always surprising how inefficient names $1b are. I think it's playing out again in $FEIM. Earnings should be in 2ish weeks (seems wrong on some brokerages just basing this on prior years). Ofc if they figure out quantum GPS w/ Leidos that's even more of a return driver so will also be looking for any"
@Mike10947310 Avatar @Mike10947310 on X 2025-07-07 20:11:34 UTC 12.1K followers, 12.1K engagements

"Quantum sensors are a $10B/year opt (though for their PNT systems significantly lower) but long term thats the future of the company. Unjammable GPS is worth billions to DoD. The $1-2m number is I believe the initial opportunity from TURBO their new quantum rubidium clock. But that number is what they expect to make over the next 12m from it check this clarification they put out the next day. They see $XX in FY27 from it ()"
@Mike10947310 Avatar @Mike10947310 on X 2025-07-17 03:29:23 UTC 12.1K followers, 2364 engagements

"Required reading for $FEIM h/t @undefinedmystic for finding this: "If China surpasses the U.S. in quantum sensing alternate PNT. it will gain a significant advantage in future conflicts.""
@Mike10947310 Avatar @Mike10947310 on X 2025-07-22 19:57:59 UTC 12.1K followers, 7132 engagements

"What's a stock you like that fits into one of these categories X. "A Better Mousetrap" Some fundamental acceleration in adoption/opportunity for their differentiated solution/product/service within their industry. Example: $NVO being first to market w/ Ozempic X. "The Right Place at the Right Time" A change within an industry itself which should become a meaningful tailwind for certain beneficiaries. Example: $HIMS $LFMD etc. benefitting largely from the GLP-1 gold rush as they were already well-positioned to make money from distribution Bonus points for non-obvious answers. I bet if you"
@Mike10947310 Avatar @Mike10947310 on X 2025-07-19 17:54:09 UTC 12.1K followers, 16.6K engagements

"@LogicalThesis As in GenAI = data creation and storage go to infinity and $SNOW manages this ever accelerating firehose of data for enterprises"
@Mike10947310 Avatar @Mike10947310 on X 2025-07-19 18:53:09 UTC 12.1K followers, 1804 engagements

"I do believe at some point in the next X months quantum sensing will become a theme much like quantum computing except with less froth/hype driven movement as the tech is much closer to commercialization What do you think a gov would pay to say be able to track all of its enemy's "stealth" aircraft $50B Quantum sensing makes that sort of thing possible. so research dollar will continue to flow into it until it is achieved. Speculatively I believe this $12B research lab contract is not insignificantly for the development of this tech"
@Mike10947310 Avatar @Mike10947310 on X 2025-07-25 16:38:18 UTC 12.1K followers, 14.2K engagements

"I have a few ideas here and there but lately feel like the market is so full of uncertainty. I think theres a few things going on: X. A new admin trying radically different tactics that may or may not work (premature celebrations on here are semi-intentional distraction from a coalition still figuring itself out) X. The slow then sudden realization of what AI means X. A deglobalizing world that hasnt figured out whether economic interconnection or economic self-reliance is the key to security but is swinging towards the latter X. Inflation which weve only recently gotten a taste of after a"
@Mike10947310 Avatar @Mike10947310 on X 2025-02-08 06:18:59 UTC 12.1K followers, 17.1K engagements

"Ok sharing thoughts post $FEIM earnings Wow pretty surprised at market's reaction Closing down XX% is simply not due to the numbers or guidance which were strong. NFA but to me this was a good time to do nothing or buy. I think the reaction is due to: - Misguided expectations from some shareholders of some large deal being announced on this call (was never expected to happen before the primes got money. Frequency is a subcontractor) - The strange comment about rubidium only representing a 1-2m opportunity. This was clarified today in a PR: - The general cautious and conservative tone from the"
@Mike10947310 Avatar @Mike10947310 on X 2025-07-11 21:13:47 UTC 12.1K followers, 24.3K engagements

"$FEIM - sometimes you just reread a transcript know what you own and feel giddy"
@Mike10947310 Avatar @Mike10947310 on X 2025-07-17 03:18:28 UTC 12.1K followers, 14.5K engagements

"$FEIM FY earnings tomorrow Not so much concerned with the numbers (think they will be fine to strong) but more concerned with: X. Discussion of Leidos GPS partnership X. Golden Dome discussion X. Quantum sensing opt more generally"
@Mike10947310 Avatar @Mike10947310 on X 2025-07-09 14:40:29 UTC 12.1K followers, 9925 engagements

"I'm feeling very bullish on $TGEN. Early price action today isn't hurting after the offering closed Why am I bullish and why has it traded poorly in my view Answering the second question first two reasons for poor trading. X. The first is misunderstanding of an Amazon headline that they are developing an internal cooling solution. I frankly think this is basically unimpactful for $TGEN if you actually understand what they do. So Amazon's solution cools the chip directly with non-water liquid. $TGEN's value prop is chilling non-water liquid (and reducing power grid draw) These seem"
@Mike10947310 Avatar @Mike10947310 on X 2025-07-18 13:40:30 UTC 12.1K followers, 18.2K engagements

"Interesting work on a name I continue to like for its asymmetry $MFI now itd be nice if they did something after a flurry of activity"
@Mike10947310 Avatar @Mike10947310 on X 2025-07-22 19:29:41 UTC 12.1K followers, 6895 engagements

"I agree I think $APP is most likely. Obviously higher mcap float liquidity = better ceteris paribus. $COIN recent addition (imo) makes $HOOD less likely. $MRVL I believe doesn't meet EPS requirements. $ARES has a lot of rate exposure. Also just don't feel like there'd be huge demand for it from the committee. $CVNA went down XX% before. I feel like that kind of volatility is something the committee would want to avoid. - Not a rebal guy so take with heap of salt"
@Mike10947310 Avatar @Mike10947310 on X 2025-07-01 15:38:21 UTC 12.1K followers, 9172 engagements

"Playing $VRT earnigns. Something which feels "true" to me is that $CLS strong print highlights how much critical industries pulled forward orders and demand after Liberation Day. I think Vertiv estimates aren't accounting for that and for just how big the ongoing Capex/buildout. Will also be interesting to see what they say re: liquid cooling trends w/ readthrough for $TGEN. Trends are also absolutely off the charts for thermal management rack integration liquid cooling etc. sharp uptick in April underscores the above point:"
@Mike10947310 Avatar @Mike10947310 on X 2025-07-29 19:03:08 UTC 12.1K followers, 4659 engagements