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@jpmontero88 Avatar @jpmontero88 Juan Pablo Montero

Juan Pablo Montero posts on X about $al2sipa, $rooof, $roofv, $mind the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence cryptocurrencies XXXX% stocks XXXX% finance XXXX%

Social topic influence $al2sipa 7.41%, $rooof 4.94%, $roofv 4.94%, $mind 4.94%, $oscr 3.7%, $55m 2.47%, $79m 2.47%, $1317share 2.47%, $23share 2.47%, $1114share XXXX%

Top accounts mentioned or mentioned by @plurilock @rubicon59 @hypertechinvest @dsmoak98 @kyleadamsstocks @investormexican @venetolibero198 @onecentinvestment @valentumam @ceodotca @onecentinvest @naval @classicvalueinv @adurocleantech @logicalthesis @regadenoson @grok

Top assets mentioned Mind (MND) Oscar Health, Inc. (OSCR) Centene Corp (CNC) Hundred Million (100M) microcap (MICROCAP)

Top Social Posts #

Top posts by engagements in the last XX hours

"@HyperTechInvest $MTEK AL2SI looks quite interesting also I didn't have it on the radar. Ill be digging deeper over the next few days. Any good writing Thks for sharing"
@jpmontero88 Avatar @jpmontero88 on X 2025-07-07 08:03:46 UTC XXX followers, XXX engagements

"Currently my Top X holdings make up XX% of my combined portfolio: X $ROOF.V $ROOOF XX% X $MIND XX% X $AL2SI.PA #AL2SI XX% X $NCI.V XX% X $ZOMD.V X% Each of these names IMO is in a very solid position both fundamentally and technically and could be just X or X press releases away from triggering a nice steady rally. Lets break it down case by case and Ill share why I currently feel so strongly about each one. 🚨This is not financial advice 🧵 1/6"
@jpmontero88 Avatar @jpmontero88 on X 2025-07-18 11:57:02 UTC XXX followers, 4489 engagements

"$MIND In Q1 revenue dropped XX% QoQ to $7.9M but heres the catch: $5.5M in shipments were delayed not canceled. These orders are expected to be delivered in Q2 potentially setting up a strong rebound. Add to that the hidden NOL asset worth $2$3/share if they manage to unlock it this remains a very asymmetrical setup. ✒ Full thesis breakdown here 👇 Technical View Wave X seems to have completed around the XXXXX Fib retracement right at the confluence of the 50- and 150-day SMAs. If confirmed we may be entering Wave X with a potential price target of $XX (+58%). 🎯 Key Potential Catalysts"
@jpmontero88 Avatar @jpmontero88 on X 2025-07-18 11:57:04 UTC XXX followers, XXX engagements

"✅ Market tailwinds + big contract wins By now there's no doubt that the AI/HPC server sector is booming and 2CRSi is capitalizing on both US and European growth frontiers: In January 2024 they signed a blockbuster contract: $610M in AI/HPC capacity $210M firm over XX months plus $400M optional over four years: In June 2025 they closed a $100M+ AI server deal in New York with deliveries set for JulyAugust a strong start to FY 2025/26: Recently in July 2025 they announced that they also lead the European THER consortium aiming to develop the first net-zero AI gigafactory with EU backing: These"
@jpmontero88 Avatar @jpmontero88 on X 2025-07-07 12:38:13 UTC XXX followers, XXX engagements

"$AL2SI.PA #AL2SI Over the past few years 2CRSi has undergone a real post-IPO transformation moving away from inconsistent earnings pro-forma restatements (like the Boston sale) and fiscal-cycle adjustments to becoming a leaner founder-led business operating in a sector with strong secular tailwinds. If they hit their June 2026 target of 300M in revenue with XX% EBITDA margin (36M EBITDA) the stock could be massively undervalued at current levels. ✒ Full thesis breakdown here 👇 Technical View IMO the stock is already in Wave X having run +200% since the April lows. Still see upside toward"
@jpmontero88 Avatar @jpmontero88 on X 2025-07-18 11:57:04 UTC XXX followers, XXX engagements

"$ROOF.V $ROOOF 🥲 🗣 A Mills: This video update is the most important one in the Company's history" 🗣 "The asphalt produced in Calgary is the highest quality we have ever produced demonstrating that our technology works which is an important step in de-risking the business.From here we will increase production levels to not only meet the ERA Milestone X threshold but move beyond that to name plate capacity for the Facility. It is with great pride that we make this announcement and I wish to thank everyone involved to this point in delivering such an outstanding outcome both for Northstar and"
@jpmontero88 Avatar @jpmontero88 on X 2025-07-10 15:06:44 UTC XXX followers, 1250 engagements

"$MIND looks like we may be entering Wave X with a potential price target around $XX (+58%) 🔥🔥 All we need is a single catalyst to accelerate the move Q2 earnings could be exactly that. ✅ Technicals & fundamentals seem to be lining up nicely"
@jpmontero88 Avatar @jpmontero88 on X 2025-07-17 18:47:33 UTC XXX followers, 1399 engagements

"$DTST I dont see the tender offer coming in below $6/share. Lets break it down: X Theyre selling CloudFirst for $40M. Around $1.5M goes into escrow and assuming most of it is taxable (given it was built in-house) theyll likely pay XX% in taxes - Net cash from the deal: $30M X DTST already has $10M in net cash. So post-transaction theyll sit on $40M in total cash. X I dont expect them to use all of it in the tender but with Nexxis being a much smaller theyll probably use more than the proceeds from the sale. Lets assume they allocate $35M keeping $5M on hand. Seems fair X There are 7.1M shares"
@jpmontero88 Avatar @jpmontero88 on X 2025-07-16 17:01:48 UTC XXX followers, 1352 engagements

"📈 $AL2SI.PA #AL2SI Added +15% to my position. It now represents XX% of my combined portfolios"
@jpmontero88 Avatar @jpmontero88 on X 2025-07-25 07:29:49 UTC XXX followers, XXX engagements

"✅ Founder-led micro-cap with low institutional attention - Market Cap is just 146M and EV 155M With the Wilmouth family holding 50%+ and a tight free-float 2CRSi remains below the radar of large institutional investors offering asymmetric upside if growth proves real. Also having @ValentumAM invested in it is a strong vote of confidence even if they might already be sitting on a 2x return by now. 🧵 4/7"
@jpmontero88 Avatar @jpmontero88 on X 2025-07-07 12:38:12 UTC XXX followers, XXX engagements

"$OSCR heres my view Ive been talking for a while now about the key risks Oscar might face going forward: X Potential rollback or expiry of ACA enhanced subsidies But after $CNC s results and the wipeout of their 2025 guidance X new risks emerged which we initially didnt know if they were company-specific or industry-wide: X A sharp increase in medical costs (leading to MLR deterioration) X Early signs of slowing ACA subscriber growth across the sector So where do things stand now after Oscar pre- Q2 results & FY25 guidance adjustments 🔹 Risk #1 (subsidy rollback): Still uncertain well have"
@jpmontero88 Avatar @jpmontero88 on X 2025-07-22 21:10:52 UTC XXX followers, XXX engagements

"$OSCR As expected $CNC results werent company-specific they reflect a broader shift in the ACA space and thats impacting Oscar too. Ill share a more detailed post soon but in my view this investment is now purely speculative and technical at least for the rest of this year. 👉 I currently dont hold any shares and dont expect to re-enter in the coming months"
@jpmontero88 Avatar @jpmontero88 on X 2025-07-22 19:17:57 UTC XXX followers, 1487 engagements

"@onecentinvest haha I can't I have the $AL2SI consolidated revenues release for FY'24/'25 this Thursday 😬"
@jpmontero88 Avatar @jpmontero88 on X 2025-07-21 14:04:46 UTC XXX followers, XXX engagements

"$AL2SI.PA #AL2SI ✅ XXXXX million for the 2024/2025 fiscal year representing a XX% increase 🤯 Assuming market conditions remain stable revenue for the first half of fiscal year 2025/2026 is expected to grow by more than a factor of X compared to the same period the previous year. In March 2025 the Group reaffirmed its target of XXX million in revenue for the 2025/2026 fiscal year. Given the current order backlog and ongoing commercial momentum 2CRSi is fully confident in exceeding this target"
@jpmontero88 Avatar @jpmontero88 on X 2025-07-24 16:27:33 UTC XXX followers, 1252 engagements

"$DTST big news from the company yeasterday after-hours ❌ To be honest Im a bit frustrated with myself for being out of the position (I was planning to re-enter in Q4 on potential EU expansion news) ✅ But Im genuinely proud that the thesis is finally playing out FirstClouds value is being unlocked. Congrats to the ones that hold 🤷🏻♂ Is there still room for upside Heres what we know (if the deal is approved): 🖊 They will receive $40M in cash minus $1.5M in expenses - net proceeds of $38.5M 🖊 The company intends to launch a tender offer for up to XX% of outstanding shares 🖊 After-hours"
@jpmontero88 Avatar @jpmontero88 on X 2025-07-16 05:21:24 UTC XXX followers, 1174 engagements

"Not really most asphalt shingle recycling today is just mechanical grinding. $ROOF.V $ROOOF is the first to fully separate components (bitumen aggregate fibres) using a patented thermo-chemical process. The closest potential competitor is $SKYQ (Sky Quarry) using solvents but they havent built a pilot plant yet. IMO commercial output would not be before XX years away (if they get there) by which time Northstar should be well ahead in scale and market position"
@jpmontero88 Avatar @jpmontero88 on X 2025-07-11 06:08:40 UTC XXX followers, XXX engagements

"$MIND remember the $1114/share fair value (+54%96%) I mentioned in the post bellow doesn't include the potential value of the NOLs which could add another $23/share. That brings the total fair value range to $1317/share vs the current share price of $XXXX (+80%138%)"
@jpmontero88 Avatar @jpmontero88 on X 2025-07-16 10:37:50 UTC XXX followers, 4701 engagements

"$AL2SI.PA #AL2SI Tomorrow 2CRSi will publish its consolidated FY 2024/25 results (year ending June 30). 📊 Market expectations: - Revenue: 223M (+307% Y/Y) - EBITDA: 178M (+177% Y/Y) Notably the company recently reaffirmed its target of 200M+ in revenue but current expectations go well above that so the bar is set high. 🔻If they miss I honestly hope they do would love the chance to add further on any dip after the recent rally. 🔻If they beat or provide extra color on FY25/26 targets we could be setting up for the next leg higher. ✅ At current levels the company is trading at just 5.8x its"
@jpmontero88 Avatar @jpmontero88 on X 2025-07-23 18:32:54 UTC XXX followers, 2761 engagements

"$ROOF.V $ROOOF I havent fully read the release yet but this is huge news 🤯 The long wait is finally over now its all about validating the unit economics and scale"
@jpmontero88 Avatar @jpmontero88 on X 2025-07-10 12:55:00 UTC XXX followers, 1563 engagements

"$AL2SI.PA #AL2SI continues to soar since my post a few days ago (+40%) and IMO its still way undervalued. Lets break it down: 🎯 If they hit their jun'26 target of 300M in revenue with XX% EBITDA margin (36M EBITDA) what could the stock be worth NTM EV/EBITDA scenarios: ✔ 10x 18/share (+93%) ✔ 15x 27/share (+192%) ✔ 20x 37/share (+291%) 🤷♂ Surely not the 5x multiple it trades at today. This is a company: ✅ Growing revenue at 40%+ ✅ Expanding margins ✅ Low leverage ✅ Operating in a hot niche: high-performance & energy-efficient servers and IT hardware 📊 For context: $SMCI a retail favourite"
@jpmontero88 Avatar @jpmontero88 on X 2025-07-16 12:55:13 UTC XXX followers, 2676 engagements