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Chaotropy posts on X about $nvts, $mind, rklb, $rklb the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance XXXXX% stocks XXXXX% technology brands XXXXX% cryptocurrencies XXXXX% countries XXX% travel destinations XXXX%
Social topic influence $nvts 13.79%, $mind 13.79%, rklb 13.79%, $rklb 13.79%, $rykky #1, $feim 10.34%, $powl 10.34%, debt 6.9%, nvda 6.9%, asml XXX%
Top accounts mentioned or mentioned by @riyadosofian @alohaoasis @hermesparis @navitassemi @yolegroup @geigercapital @topsecretstocks @spacex
Top assets mentioned Mind (MND) Rocket Lab USA, Inc. Common Stock (RKLB) Powell Industries Inc (POWL) Northrop Grumman Corporation (NOC) Alphabet Inc Class A (GOOGL) Grab Holdings Limited Class A Ordinary Shares (GRAB) Kratos Defense & Security Solutions, Inc. (KTOS) Moderna Inc (MRNA) Micron Technology, Inc. (MU) Nebius Group N.V. Class A Ordinary Shares (NBIS) NVIDIA Corp. (NVDA) Raytheon Technologies Corp (RTX) Hims & Hers Health, Inc. (HIMS) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Cream (CRM) Oscar Health, Inc. (OSCR) Super Micro Computer, Inc. Common Stock (SMCI)
Top posts by engagements in the last XX hours
"Yeah $HIMS is going to disrupt healthcare and bring precision medicine to the masses lol" @chaotropy on X 2025-07-20 16:44:09 UTC XXX followers, XXX engagements
"Nvidia's moat lies in its chip designs and the accompanying software ecosystem both engineered to leverage TSMCs advanced manufacturing and squeeze out maximum transistor density and FLOPS. TSMC's moat lies in its unrivalled ability to run ASMLs EUV lithography systems using them to massproduce singlenanometre transistors at commercially viable yields. At its core it all comes down to ASML: after more than XX billion and two decades of research it remains the sole supplier of EUV scannersmachines often called the most complex ever built. $NVDA $TSM $ASML" @chaotropy on X 2025-07-22 07:56:45 UTC XXX followers, XXX engagements
"I continue to hold Navitas Semiconductor $NVTS even after the impressive rally as the fundamental thesis for gallium nitride (GaN) semiconductors has only strengthened amid the surge in demand for AI infrastructure. The explosive growth in data center power requirements fueled by GPU clusters and AI training workloads creates an urgent need for efficient power management solutions which GaN technology provides. Navitas recent partnership with Nvidia further highlights this momentum by aligning its GaN solutions with cutting-edge AI hardware. Although the stock has performed well since my" @chaotropy on X 2025-07-07 09:58:09 UTC XXX followers, XXX engagements
"$GOOGL looks like the most undervalued of the Magnificent Seven. I dont think a forced breakup is likelyAlphabet is just too important in the global AI race especially when it comes to keeping up with China. But even if it did happen the sum of the parts might actually be worth more than the current market cap. And as for all the talk about Google Search dyingIm really not buying it" @chaotropy on X 2025-07-21 10:21:31 UTC XXX followers, XX engagements
"Ok cool now Im traveling on a Swiss train from Lausanne to Zurich. The WiFi from SBB hasnt worked for even a minute and Im in first class. Luckily my iPhone sometimes picks up broadband. If internet is this bad even in Switzerland $ASTS potential is huge" @chaotropy on X 2025-07-21 12:06:01 UTC XXX followers, XXX engagements
"$MIND is a seriously under-the-radar winner. The company makes mission-critical marine techthink GunLink seismic source controllers BuoyLink tracking systems and side-scan sonarfor defense offshore energy and oceanography. Backlog has surged XX% YoY to about $3138M showing repeat demand and runway ahead. With no debt improving margins (EBITDA margin hitting XX% this year) and a profitable pivot after shedding non-core units its cheaptrading near single-digit EV/EBITDA. Not flashy but for a micro cap deep value play in defense and marine tech this ones got solid fundamentals and real upside" @chaotropy on X 2025-07-21 10:26:05 UTC XXX followers, XXX engagements
"I think $NVTS has 10x potential. 🚀 @NavitasSemi" @chaotropy on X 2025-07-11 14:57:59 UTC XXX followers, 3875 engagements
"Space economy is more than just retail hypeits the next frontier for the Internet and computing with broadband satellites already in orbit and orbital data centers on the horizon. It heralds the dawn of lunar resource harvesting and the first steps toward Mars colonization. $RKLB stands as a gatekeeper for these endeavors. Yet investing in $RKLB carries real risk since the companys future hinges on Neutron. I believe in this story because I believe in @Peter_J_Beck" @chaotropy on X 2025-07-22 11:56:25 UTC XXX followers, XX engagements
"Portfolio Update: Is This The Peak (For Now) $ASML $CRM $DERM $FBIO $FEIM $GOOG $GRAB $HESAY $HIMX $KRKNF $KTOS $MIND $MRNA $MU $NBIS $NOC $NVDA $NVTS $POWL $RKLB $RTX $RYKKY $SPRY $VRNA" @chaotropy on X 2025-07-07 08:20:00 UTC XXX followers, 1114 engagements
"The markets pumping because the US president is deliberately letting the dollar devalue. Not sure if thats a bad move. It could help shrink the trade deficit by boosting exports and it also pushes cash into investments. Since ChatGPT dropped in Nov 2022 weve hit the steep part of the exponential curve. Not going all-in on innovation now might cost more than worrying about federal debt. The US has to protect its tech edgewhatever it takes. This needs cash. I hate to say it but maybe Trump has a plan" @chaotropy on X 2025-07-21 14:31:14 UTC XXX followers, XX engagements
"For nearly a year Ive been publicly documenting my investment decisions in the Innovation & Freedom Portfolio now up over 120%. $ASML $DERM $FBIO $FEIM $GOOG $GRAB $HESAY $HIMX $KRKNF $KTOS $MIND $MRNA $MU $NBIS $NOC $NVDA $NVTS $POWL $RKLB $RTX $RYKKY $VRNA $OSCR" @chaotropy on X 2025-07-19 11:27:13 UTC XXX followers, XXX engagements
"$POWL is poised to benefit from the growing need for sophisticated power distribution solutions for AI data centers reshored manufacturing driven by robotics and automation and a booming nuclear energy sector. Finally back on track âš¡" @chaotropy on X 2025-07-17 14:14:13 UTC XXX followers, XXX engagements
"$RKLB is up XXX% since I initiated my Innovation & Freedom Portfolio in August 2024. 🚀" @chaotropy on X 2025-07-21 18:57:03 UTC XXX followers, XXX engagements
"When a niche high-tech company like $FEIM has a website and a logo that looks like it was built XX years ago and never touched since I get bullish. These days anyone can have a fancy website but true technological edge doesnt need flashy PR" @chaotropy on X 2025-07-18 14:28:42 UTC XXX followers, XXX engagements
"In the stock market there is no "time". It's all about information density which has been exploding since late 2022 when we entered the steep part of the exponential curve of progress. This means that "time" is contracting. Holding a stock for years or even decades which often paid out well in the past might not be necessary anymore" @chaotropy on X 2025-07-21 20:13:33 UTC XXX followers, XX engagements
"I also continue to hold Ryohin Keikaku $RYKKY because the fundamentals behind my original thesis have only grown stronger. Japans tourism boom is fueling global exposure for Muji turning visitors into brand ambassadors. Significant price gaps between domestic and overseas markets offer margin upside as Muji refines its global pricing. Meanwhile Mujis minimalist ethos has shifted from niche to mainstream especially among younger consumers valuing sustainability and function. Its expansion into home goods furniture and lifestyle products is transforming it into a full lifestyle brand boosting" @chaotropy on X 2025-07-07 09:58:41 UTC XXX followers, XX engagements
"@AlohaOasis $MIND $SMCI when the stock was around $X (before split)" @chaotropy on X 2025-07-19 07:03:47 UTC XXX followers, XX engagements