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@RoninIntel Ronin Andrews
Ronin Andrews posts on X about ai, $nva, $uamy, if you the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +384%
- X Months XXXXX +810%
Mentions: XX #
- X Week XX +340%
- X Months XX +1,367%
Followers: XXX #
- X Week XXX +1.50%
- X Months XXX +21%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XXXXX% finance XXXXX% technology brands XX% cryptocurrencies XXXXX% social networks XXXXX% countries XXXX% exchanges XXXX% luxury brands XXXX% automotive brands XXXX% products XXXX%
Social topic influence ai 20%, $nva #17, $uamy #29, if you 6.67%, ppta 4.44%, $ppta #15, $pl #84, contracts 4.44%, stocks 4.44%, crypto XXXX%
Top assets mentioned Perpetua Resources Corp. Common Shares (PPTA) Planet Labs PBC (PL) Okta Inc (OKTA) Rocket Lab USA, Inc. Common Stock (RKLB) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Intuitive Machines, Inc. (LUNR) Limitus (LMT) Bitcoin (BTC) SPDR S&P XXX ETF Trust (SPY) Crowdstrike Holdings Inc (CRWD) Zscaler Inc (ZS) Fortinet Inc (FTNT) Microsoft Corp. (MSFT) L3Harris Technologies Inc (LHX) IREN Limited (IREN) Ethereum (ETH) Bit Digital, Inc. (BTBT) Applied Blockchain, Inc. Common Stock (APLD) Energy Fuels Inc. (UUUU) USA Rare Earth, Inc. Class A Common Stock (USAR) Cipher Mining Inc. Common Stock (CIFR) TeraWulf Inc. (WULF) Alphabet Inc Class A (GOOGL) Verizon Communications Inc. (VZ) AT&T Inc. (T) Redwire Corporation (RDW) Lockheed Martin Corporation (LMT) Clear Secure, Inc. (YOU)
Top Social Posts
Top posts by engagements in the last XX hours
"Stock #3: Nova Minerals $NVA The "Alaskan Dark Horse" An Australian company (NASDAQ listed) developing the Estelle Project in Alaska. 🐂 Bull Case: Speed: Positioning themselves as a faster timeline to production than PPTA. Grades: High-grade surface samples mean easier/cheaper extraction potential. Jurisdiction: Alaska is generally pro-mining and resource friendly. 🐻 Bear Case: Junior Miner Risk: It's a classic exploration/dev co. High execution risk. CapEx: Building infrastructure in remote Alaska is incredibly expensive. Will need to raise $$$"
X Link 2025-12-11T16:09Z XXX followers, XXX engagements
"Summary Table for the Watchlist: 🎯 $PPTA: The Blue Chip / Institutional favorite. Safe but slow. 🎰 $UAMY: The Degen / Volatility play. High risk operational today. 🚀 $NVA: The Growth / Exploration play. High upside execution dependent"
X Link 2025-12-11T16:09Z XXX followers, XXX engagements
"$PL Planet Labs The "Bloomberg Terminal of Earth" They scan the entire Earth every day. This is "SaaS in Space"selling data to governments agriculture and hedge funds. 🐂 The Bull Thesis: AI Tailwind: You cant train defense AI models without massive geospatial datasets. Planet owns the data. Sticky Revenue: Government contracts (NATO NGA) are long-term and recurring. Profitability: Closer to breakeven/profitability than any other space SPAC. 🐻 The Bear Thesis: Growth Slowdown: Commercial adoption has been slower than the hype promised. Commoditization: Will free data from competitors"
X Link 2025-12-12T03:17Z XXX followers, XXX engagements
"Next BONDS. It's not just about the yield You have to assess the issuer's creditworthiness sensitivity to interest rate changes and the overall economic environment. 💸"
X Link 2025-12-03T03:17Z XXX followers, XX engagements
"The "Bitcoin Miner" is dead. Long live the "Intelligent Power Network." Don't misdiagnose these stocks as crypto plays. Check the vitals. Read the chart. 📉➡📈 Full XXX Anatomical Scan by @RoninIntel below. 👇 #AI #BitcoinMining #StockMarket #AnatomyOfATrade $SPY $QQQ"
X Link 2025-12-04T20:05Z XXX followers, XX engagements
"2/6 CrowdStrike $CRWD 🏎 Price: $XXX The Thesis: The Ferrari of the sector. Pure cloud pure AI best-in-class tech. Its the stock everyone wants to own but its priced for absolute perfection. 🐂 Bull Case: They are crushing endpoint security and dominating the AI narrative. 🐻 Bear Case: Trading at 105x earnings. You are paying a massive premium. No room for error here"
X Link 2025-12-07T00:25Z XXX followers, XX engagements
"3/6 Zscaler $ZS ☁ Price: $XXX The Thesis: The "Zero Trust" King. They kill the old-school VPN and secure the cloud directly. High beta moves fast. 🐂 Bull Case: As companies ditch on-prem hardware ZS eats that market share. RPO growth is a monster (+35%). 🐻 Bear Case: Still burning cash on a GAAP basis. If interest rates stay high the valuation hurts"
X Link 2025-12-07T00:25Z XXX followers, XXX engagements
"4/6 Fortinet $FTNT 💵 Price: $XX The Thesis: The cash cow. They do hardware AND software. They make their own chips to keep costs down and margins fat. 🐂 Bull Case: Insanely profitable. A safe steady compounder compared to the high-flyers. 🐻 Bear Case: Hardware sales are slowing down. Its not the "sexy" AI growth play right now"
X Link 2025-12-07T00:25Z XXX followers, XX engagements
"5/6 Okta $OKTA Price: $XX The Thesis: The Gatekeeper. If you cant log in you cant work. They own Identity. 🐂 Bull Case: Sticky product. Once a company uses Okta they rarely switch (97% retention). 🐻 Bear Case: Microsoft is the final boss. MSFT is bundling identity for cheap making life hard for Okta"
X Link 2025-12-07T00:25Z XXX followers, XXX engagements
"6/6 SentinelOne $S 🎲 Price: $XX The Thesis: The underdog bet. A pure AI play trying to disrupt the disruptors. 🐂 Bull Case: Growing fast and decent tech. Could be a prime takeover target for a big tech giant. 🐻 Bear Case: Just took a beating on earnings (-12%). High risk high reward. Catch the falling knife"
X Link 2025-12-07T00:25Z XXX followers, XXX engagements
"The "Trusted Disruptor": L3Harris Technologies. $LHX is focused on the electronics and comms that connect everything else. 🐂 BULL CASE: Agile Player: Winning both prime contracts and supplying key tech to other majors. High-Growth Areas: Strong positioning in space cyber and resilient comms. 📡 Operational Excellence: The "LHX NeXt" program is exceeding cost-saving targets and boosting margins. 🐻 BEAR CASE: Indigestion: Still digesting recent M&A (like Aerojet Rocketdyne). Integration risks remain. Debt Load: Higher leverage ratios than some peers due to acquisitions. ⚠"
X Link 2025-12-07T00:54Z XXX followers, XX engagements
"Tweet 5/10: $IREN (Iris Energy) THE ALL-IN PIVOT 🛑⛏➡🧠 They literally stopped their BTC hashrate expansion target to focus XXX% on AI Cloud growth. Bold move. 🐂 Bull Case: Massive projected AI ARR (Annual Recurring Revenue) by 2026. They are becoming a pure-play AI infrastructure capability. 🐻 Bear Case: This pivot is CAPITAL INTENSIVE. Watch out for dilution to fund those GPUs and data centers. High execution risk"
X Link 2025-12-07T02:16Z XXX followers, XXX engagements
"Tweet 8/10: $BTBT (Bit Digital) THE ETH + AI YIELD PLAY 🥩🧠 They are exiting BTC mining entirely. The new model: Ethereum staking treasury for yield + building out AI compute infrastructure. 🐂 Bull Case: Profitable now. Massive ETH treasury provides non-dilutive funding options. A unique "Crypto Yield + Tech Growth" hybrid. 🐻 Bear Case: Trading BTC volatility for ETH volatility. Regulatory risks surrounding ETH staking are a wild card"
X Link 2025-12-07T02:16Z XXX followers, XXX engagements
"Tweet 9/10: $APLD (Applied Digital) THE TOTAL TRANSFORMATION 🏗🚀 Forget "miner." $APLD is now a full-blown next-gen AI data center developer with a staggering backlog. 🐂 Bull Case: $XX BILLION in contracted revenue backlog with hyperscalers stabilizes the future. They are building capacity faster than almost anyone else. 🐻 Bear Case: The Cash Burn is intensely high to build these sites. Massive debt load ($2.35B notes). They must execute perfectly on construction"
X Link 2025-12-07T02:16Z XXX followers, XXX engagements
"THE ANTIMONY TRADE: The Most Critical Mineral Youve Never Heard Of 🚨 China just choked the supply chain. The US defense sector is sweating. Without Antimony we don't have bullets night vision or nuclear weapons. Here is the sector breakdown and the Top X US Stocks to watch. 🧵👇 $PPTA $UAMY $NVA"
X Link 2025-12-11T16:09Z XXX followers, XX engagements
"The Sector: Why Should You Care Antimony (Sb) isn't just a rock; it's a national security kill switch. The Problem: The US mines X% of it domestically. We rely on China (48% of global supply) and Russia. The Catalyst: China imposed export restrictions in late 2024. Prices have 2x-3x'd. Uses: Armor-piercing ammo (lead hardener) Night Vision Goggles (infrared sensors) Flame retardants (uniforms/electronics)"
X Link 2025-12-11T16:09Z XXX followers, XX engagements
"Next: The dual-threat utility player $UUUU Energy Fuels. Sitting at the nexus of the nuclear renaissance and critical minerals their unique White Mesa Mill gives them a strategic advantage in processing both Uranium and REEs. The stock is up over XXX% YTD reflecting massive potential but also extreme volatility"
X Link 2025-12-06T06:18Z XXX followers, XXX engagements
"Next up: The domestic supply chain builder $USAR USA Rare Earth. They are attempting to construct a complete "mine-to-magnet" ecosystem within the U.S. spanning the Round Top project in Texas to manufacturing in Oklahoma. With magnet production targeted for Q1 2026 it's a high-stakes execution story for a pre-revenue company"
X Link 2025-12-06T06:18Z XXX followers, XXX engagements
"Tweet 6/10: $CIFR (Cipher Mining) THE POWER PLAY ⚡🏰 Its all about the power cost. Cipher has some of the lowest rates in the game making their infrastructure highly attractive for energy-hungry AI. 🐂 Bull Case: Huge secured power pipeline (3.8 GW). Low costs mean better margins in both BTC and AI hosting. Strong backing. 🐻 Bear Case: Valuation is already rich based on current sales. They need to build out that power pipeline fast to justify the price"
X Link 2025-12-07T02:16Z XXX followers, XXX engagements
"Tweet 7/10: $WULF (TeraWulf) THE ZERO-CARBON HYBRID ⚛💧 Nuclear and Hydro powered. In an ESG-conscious world their zero-carbon compute is premium real estate for hyperscalers like Google. 🐂 Bull Case: "Green Premium" on their power. Google backing on Fluidstack deal is a massive validation stamp. Ramping infrastructure fast. 🐻 Bear Case: Still burning significant cash. High debt load to fund the buildout. Priced for absolute perfection right now"
X Link 2025-12-07T02:16Z XXX followers, XXX engagements
"Stock #2: United States Antimony Corp $UAMY The "Speculative Processor" The only company currently operating a smelter/refinery for Antimony in the US (Montana). 🐂 Bull Case: Infrastructure Play: Mining is hard; refining is the bottleneck. They have the facility today. leverage: Small market cap means it moves violently on news. High beta play on spot prices. Pivot: Trying to restart domestic mines rather than just processing Mexican ore. 🐻 Bear Case: Financials: Historically unprofitable and burns cash. Frequent dilution risk. Feed Risk: They rely on sourcing ore from others (mostly"
X Link 2025-12-11T16:09Z XXX followers, XXX engagements
"$RKLB Rocket Lab The "Mini-SpaceX" The only reliable launch provider besides SpaceX. They dont just launch rockets; they build the satellites on top (Space Systems). 🐂 The Bull Thesis: "Space Prime" pivot: They are becoming a one-stop shop (End-to-End space services). Neutron Rocket: When this flies (2026) it breaks the SpaceX monopoly on medium launch. Massive backlog with Space Force & NASA. 🐻 The Bear Thesis: Neutron Delays: Cash burn is high while waiting for the new rocket. Valuation: Priced for perfection. If Starship works perfectly launch prices could crater"
X Link 2025-12-12T03:17Z XXX followers, XXX engagements
"$ASTS AST SpaceMobile The "Cell Tower in the Sky" Building the first space-based cellular broadband network accessible directly by standard mobile phones. No dishes. Just your iPhone. 🐂 The Bull Thesis: Unmatched TAM: Billions of people have gaps in coverage. Moat: Exclusive deals with AT&T ($T) and Verizon ($VZ). Tech Proven: BlueBird satellites are already in orbit and validating the tech. 🐻 The Bear Thesis: Capital Intensity: Building a constellation costs billions. Dilution risk remains high. Starlink: Musk is launching "Direct to Cell" satellites. The competition is fierce"
X Link 2025-12-12T03:17Z XXX followers, XXX engagements
"$LUNR Intuitive Machines The "Moon Infrastructure Play" The leader in lunar access. They aren't just landing on the Moon; they are building the comms network to talk to it. 🐂 The Bull Thesis: NSNS Contract: Won the $4.8B NASA contract to build the "internet for the Moon." CLPS Leader: The go-to partner for NASAs Artemis program logistics. M&A: Smart acquisitions (Lanteris) to service satellites in orbit. 🐻 The Bear Thesis: Lumpiness: Gov contracts are slow and irregular. Execution Risk: Landing on the moon is hard. One crash can tank the stock XX% overnight"
X Link 2025-12-12T03:17Z XXX followers, XXX engagements
"Summary: This sector is High Beta (Volatile). 🎢 Conservative: $LMT $PL Aggressive: $RKLB YOLO: $ASTS $LUNR Disclaimer: Not financial advice. Do your own DD. Positions mentioned may be held. Like/Retweet if you are bullish on the Final Frontier 🚀🪐"
X Link 2025-12-12T03:17Z XXX followers, XXX engagements
"Honorable Mentions & ETFs: $RDW (Redwire): The "pick and shovel" play. They build the components everyone else uses. $LMT (Lockheed Martin): The safe boomer play. Space is a huge division but youre buying a defense prime. $ARKX (Ark Space ETF): If you want a basket (but check the holdings it has some weird stuff)"
X Link 2025-12-12T03:17Z XXX followers, XXX engagements
"$YOU XXX ANALYSIS: THE BIOMETRIC FRONTIER 🧬 Sector: Digital Identity & Security Key Rivals: $OKTA $MSFT IDEMIA (Pvt) XXX QUANTITATIVE & QUALITATIVE 📊 The Moat: Unlike software-only peers Clear Secure owns the physical enrollment layer creating a high-friction barrier to entry. Financials: Elite efficiency with XX% Gross Margins and XXX% ROE. An LTV/CAC of 16x signals massive value retention vs. acquisition cost. Catalyst: The recent CMS Medicare contract validates the strategic pivot beyond airports into the massive Healthcare vertical. 🐂 BULL THESIS: THE UNFOLDINGs AI-driven fraud"
X Link 2025-12-13T04:37Z XXX followers, XX engagements