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@mszerencsy Avatar @mszerencsy Michael Szerencsy

Michael Szerencsy posts on X about $oklo, $zec, $smr, $nklr the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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Social Influence #

Social category influence cryptocurrencies XX% stocks X% finance X% technology brands X% automotive brands X% vc firms X% exchanges X%

Social topic influence $oklo #100, $zec #480, $smr #64, $nklr #6, $slnh #10, zec #558, bitcoin 4%, $cccx 4%, market cap 4%, $nvda #404

Top accounts mentioned or mentioned by @diamondcuttrr @cleansparkinc @youtube @chriscamillo @dumbmoneytv @divestech @askperplexity @naval @numan86037250 @w2t_gunshow @wealthnetworken

Top assets mentioned Oklo Inc. (OKLO) Zcash (ZEC) NuScale Power Corporation (SMR) Bitcoin (BTC) NVIDIA Corp. (NVDA) CLEANSPARK INC (CLSK) IonQ, Inc. (IONQ) Rigetti Computing, Inc. Common Stock (RGTI) Hewlett Packard Enterprise Co (HPE) Ethereum (ETH) IREN Limited (IREN) Tesla, Inc. (TSLA) SPDR GOLD ETF (GLD) Grayscale BTC ETF (GBTC) Grayscale Ethereum Trust (ETHE)

Top Social Posts #

Top posts by engagements in the last XX hours

"🧵 $CLSK The Next Phase Begins: CleanSpark Is No Longer Just a Bitcoin Miner" @CleanSpark_Inc X Cantor just dropped a bombshell note CleanSpark ($CLSK) is gearing up to diversify into AI/HPC. The shift is massive. The global HPC market = $57B (2024) projected $87B (2030) at XXX% CAGR. Bitcoin mining is cyclical. HPC demand is secular. This pivot changes everything"
X Link @mszerencsy 2025-10-09T21:32Z 5095 followers, 18.4K engagements

"2/ 💸 Lets start with value: $ZEC is massively undervalued relative to its all-time high. Once trading above $3000 it now sits around a tiny fraction of that. Thats deep-value territory for a project with Bitcoin-level fundamentals and next-gen privacy tech"
X Link @mszerencsy 2025-10-13T16:30Z 5055 followers, XX engagements

"7/ The Bull Thesis on $CCCX / Infleqtion Youre buying into a quantum-and-sensing hybrid company before the crowd catches on. Real revenue real partnerships and real tech. The merger gives it capital and visibility to scale fast. Its market cap is still way below peers like $IONQ and $RGTI. Partnerships with $NVDA DoD and NASA give it credibility money cant buy. If Infleqtion hits execution milestones $CCCX could be one of the most asymmetric plays in the quantum sector the kind of story that goes from obscure SPAC to must-own tech stock"
X Link @mszerencsy 2025-10-10T02:01Z 5043 followers, 1036 engagements

"8/ ⚙ $ZEC isnt just about anonymity its about financial sovereignty. The same cryptography that secures Zcash is now being adopted across rollups zero-knowledge proofs and Ethereum scaling. In many ways $ZEC was early to whats now the hottest trend in crypto"
X Link @mszerencsy 2025-10-13T16:30Z 5064 followers, XX engagements

"$nklr $oklo"
X Link @mszerencsy 2025-10-14T19:24Z 5088 followers, XXX engagements

"9 $SMR has the safety of incumbency. $OKLO has the speed of innovation. Together they represent the old guard meeting the new wave and the real winners might be those holding both"
X Link @mszerencsy 2025-10-13T14:55Z 5089 followers, XXX engagements

"9/Lets talk timing. $NKLR expects commercial rollout around 20282029 right when global SMR demand hits an inflection point driven by: ✅ AI-powered data centers ✅ Defense & energy security ✅ Decarbonization mandates The SMR market is forecast to explode from $160M multi-billion by 2035. 🌍"
X Link @mszerencsy 2025-10-10T15:08Z 5088 followers, XXX engagements

"4 NuScales $SMR game plan: deploy first-of-a-kind reactors with partners like RoPower and expand globally by the late 2020s. Theyve done the hard regulatory grind now its about execution cost control and getting steel in the ground"
X Link @mszerencsy 2025-10-13T14:55Z 5051 followers, XX engagements

"9/ 🔥 TL;DR: $SLNH is building the bridge between renewable energy and AI compute. If they scale even a fraction of their 2.8GW pipeline this microcap could transform into a multi-billion-dollar clean compute player following the path $IREN already proved possible"
X Link @mszerencsy 2025-10-15T18:23Z 5097 followers, XXX engagements

"3 $SMR is the established disruptor. Theyve already earned U.S. regulatory design approval a first for small modular reactors. Thats a huge moat. Their design is modular scalable and can power cities or datacenters alike. Real infrastructure play"
X Link @mszerencsy 2025-10-13T14:55Z 5088 followers, XX engagements

"7 Meanwhile $SMR plays the long game. Bigger slower but with government contracts and engineering scale behind it. $OKLO is leaner faster higher risk but higher torque"
X Link @mszerencsy 2025-10-13T14:55Z 5051 followers, XX engagements

"2/ ⚡ What makes $SLNH different: Soluna builds modular data centers right next to renewable energy projects to capture wasted or spilled power. Theyre literally turning excess clean energy into high-margin compute for AI Bitcoin and cloud clients"
X Link @mszerencsy 2025-10-15T18:23Z 5095 followers, XXX engagements

"6/ On the macro front: Silver benefits from the same forces that power gold inflation currency debasement and geopolitical risk plus industrial utility. When capital rotates to safe havens silvers smaller market cap magnifies the upside move. Its the perfect blend of scarcity + utility"
X Link @mszerencsy 2025-10-13T15:57Z 5051 followers, XX engagements

"$NKLR $OKLO"
X Link @mszerencsy 2025-10-15T13:41Z 5097 followers, XXX engagements

"4/ The Partnerships Are Massive for $CCCX Infleqtion isnt building alone. Its ecosystem is impressive: NVIDIA $NVDA featured by NVIDIA in CUDA-Q blogs GTC demos and developer content. Thats a huge validator. U.S. Department of Defense ties into national-security and navigation programs using Infleqtions sensing tech. NASA its components were used in the Cold Atom Lab aboard the ISS. Silicon Light Machines October 2025 partnership to integrate DPM MEMS tech into Infleqtions atom systems unlocking higher performance. Collaborations with quantum labs and aerospace projects in Illinois the U.K."
X Link @mszerencsy 2025-10-10T02:01Z 5043 followers, XXX engagements

"$SLNH might be the most undervalued AI infrastructure stock in the entire market. At a $150M market cap Soluna controls a XXX GW pipeline of clean renewable-powered data centers built for AI + HPC compute. Now heres the kicker👇 $NVDA just paid $XX B for X GW of data-center capacity thats about $X B per GW. By comparison Solunas XXX GW pipeline if even partially built could represent tens of billions in potential value. Yet the market values it like a rounding error. They already have X GW built or under construction a $XXX M credit facility secured and a new AI GPU hosting partnership with"
X Link @mszerencsy 2025-10-15T19:31Z 5097 followers, 5443 engagements

"🚀 Thread: $NKLR The Next $OKLO Youve Never Heard Of 1/ While everyones chasing $OKLO at a $16B valuation a new nuclear disruptor is quietly emerging. Meet $NKLR (Terra Innovatum) the next-generation small modular reactor (SMR) company set to go commercial by 2028. Still completely under the radar. 👀"
X Link @mszerencsy 2025-10-10T15:08Z 5095 followers, 6715 engagements

"🧵 1/ Quantums Next Big Name Why $CCCX / Infleqtion Deserves Serious Attention Forget the buzz names in quantum. Theres a budding player Infleqtion (went public via $CCCX) quietly building real commercial traction deep technical chops and elite partnerships. Lets talk about why this one could be the next major quantum breakout"
X Link @mszerencsy 2025-10-10T02:01Z 5089 followers, 4491 engagements

"9/ 📊 Upside math: If $ZEC simply reclaims XX% of its former high thats a 5-10x move from here. If it regains full narrative dominance during a privacy-driven bull cycle triple-digit ROI isnt fantasy its math"
X Link @mszerencsy 2025-10-13T16:30Z 5087 followers, XX engagements

"8 Both companies are aligned with one unstoppable theme: AI-driven energy demand. Datacenters chips electrification they all need power and fast. Theres no realistic decarbonized path forward without small nuclear. Period"
X Link @mszerencsy 2025-10-13T14:55Z 5051 followers, XX engagements

"1/ 🚨 $KRKNF is the only way for public investors to get exposure to Anduril the $28B defense-tech unicorn founded by Palmer Luckey. Kraken Robotics acts like a call option on Andurils innovation and ramp-up success. 🧵👇"
X Link @mszerencsy 2025-10-08T12:29Z 5074 followers, 3369 engagements

"6 $OKLOs Aurora reactor at Idaho National Lab could be the proof of concept that changes how small nuclear gets built fast efficient and self-contained. If they pull it off this could make $OKLO the Tesla of atomic energy"
X Link @mszerencsy 2025-10-13T14:55Z 5051 followers, XX engagements

"2 Thats where $SMR (NuScale) and $OKLO come in two very different beasts racing to supply clean reliable 24/7 power for the AI era. Both are early both risky but both have moonshot potential"
X Link @mszerencsy 2025-10-13T14:55Z 5051 followers, XXX engagements

"10/Compare valuations: $OKLO: $16B $SMR (NuScale): $5B $HOND (Terrestrial Energy): $925M upcoming $NKLR: $475M pre-commercial. Not based on todays market opening. If it executes even half as well as $OKLO did youre looking at 10x20x upside potential from todays"
X Link @mszerencsy 2025-10-10T15:08Z 5051 followers, XXX engagements

"The New World Joshua Kushner Thrive Capital and the American dream By Jeremy Stern"
X Link @mszerencsy 2025-10-15T03:44Z 5089 followers, XXX engagements

"8/ 🚀 The setup for $SLNH: Nasdaq compliance regained ✅ $HPE partnership in place ✅ XXX GW of potential capacity ✅ AI & HPC buildout underway ✅ All thats left is execution and the market is just starting to wake up"
X Link @mszerencsy 2025-10-15T18:23Z 5095 followers, XXX engagements

"5/ 💡 Naval Ravikant @naval summed it up perfectly: Bitcoin is insurance against fiat. Zcash is insurance against Bitcoin. When Naval speaks the smartest capital listens. That quote reframed $ZEC not as an altcoin but as the privacy layer of crypto itself"
X Link @mszerencsy 2025-10-13T16:30Z 5053 followers, XXX engagements

"10/ 🔍 What to watch next: Continued spike in $ZEC on-chain volume New inflows into Grayscales $ZCSH Trust Mentions from macro voices like Naval Ravikant Barry Silbert and other OGs Increased shielded transaction share (privacy usage %) Renewed media coverage on the Privacy comeback narrative"
X Link @mszerencsy 2025-10-13T16:30Z 5051 followers, XXX engagements

"Chardan Capital analyst James McIlree maintains Cleanspark $CLSK with a Buy and raises the price target from $XX to $30"
X Link @mszerencsy 2025-10-13T17:23Z 5097 followers, 8816 engagements

"1/ 🧵 $SLNH is quietly becoming one of the most explosive AI infrastructure plays in the market. Once a green-energy crypto miner Soluna is now transforming into a renewable-powered AI + HPC data center company. The story is just beginning. 🧵"
X Link @mszerencsy 2025-10-15T18:23Z 5097 followers, 3239 engagements

"🧵 Why $SMR and $OKLO Are the Two Nuclear Names You Dont Sleep On X The world is waking up to one fact: AI eats electricity. Every model every datacenter every GPU rack is sucking power faster than we can build it. The new gold rush isnt chips its energy. And nuclear is back"
X Link @mszerencsy 2025-10-13T14:55Z 5088 followers, XXX engagements

"8/ Why $SLV matters: $SLV offers pure silver exposure in ETF form easy liquidity no storage headaches. Inflows to $SLV tighten physical markets fueling the price squeeze. If you believe in the silver re-rate this is your vehicle"
X Link @mszerencsy 2025-10-13T15:57Z 5095 followers, XXX engagements

"9/ Base case thesis: Over the next 12-24 months silver should outperform gold (%-wise) as industrial and macro forces align. Expect the gold/silver ratio to compress and $SLV to lead the charge"
X Link @mszerencsy 2025-10-13T15:57Z 5095 followers, XXX engagements

"4/ 🛡 Why is $ZEC as important as $BTC Because Bitcoin gives you transparency while Zcash gives you choice. With its zk-SNARK cryptography $ZEC enables fully private transactions on a public blockchain auditable when needed invisible when not. In a world of CBDCs and surveillance thats priceless"
X Link @mszerencsy 2025-10-13T16:30Z 5055 followers, XX engagements

"3/ On the supply side things are broken in silvers favor. XX % of silver comes as a by-product of other metals so production cant ramp quickly. The market has been in a structural deficit for years XXX million oz in 2024 and projected XXX million oz in 2025. You cant print silver tight supply meets exploding demand"
X Link @mszerencsy 2025-10-13T15:57Z 5051 followers, XX engagements

"5 On the other hand $OKLO is the rebel innovator. Think fast reactors next-gen fuel cycles and a build own operate model that flips the industry script. Theyre not waiting for utilities they are the utility. Thats bold. Thats why investors are watching"
X Link @mszerencsy 2025-10-13T14:55Z 5051 followers, XX engagements

"5/ Why the Market Is Missing This Heres where the asymmetry lies 👇 $CCCX current market cap is dramatically lower than most quantum peers despite stronger fundamentals. Compare it to Rigetti $RGTI or IonQ $IONQ: Infleqtion already has revenue and DoD contracts yet trades at a fraction of their valuations. SPAC stigma keeps valuations compressed but thats an opportunity for early believers. Most quantum names are pure R&D plays. Infleqtion has two revenue tracks: Quantum computing (medium-term upside) Quantum sensing & navigation (near-term commercialization). The market hasnt priced that"
X Link @mszerencsy 2025-10-10T02:01Z 5043 followers, XXX engagements

"4/ SOLO is a Gen IV design using helium cooling eliminating meltdown risk. It runs on low-enriched uranium (LEU) but can easily upgrade to HALEU fuel giving it long-term versatility and cost efficiency. No large safety zones. No massive construction headaches. $NKLR"
X Link @mszerencsy 2025-10-10T15:08Z 5089 followers, XXX engagements

"🔟 The 2020s will be remembered for two revolutions: AI and energy. And these two tickers sit at the intersection. Understand the narrative. When Wall Street finally catches up youll already be positioned. 💥 $SMR. $OKLO. Two sides of the same nuclear coin. One regulated one renegade both ready to power the next industrial era"
X Link @mszerencsy 2025-10-13T14:55Z 5051 followers, XXX engagements

"2/ Demand is surging not just from investors but from real industry. In 2024 industrial demand hit a record XXXXX million ounces. That includes photovoltaics (solar panels) electronics EVs grid infrastructure AI hardware and semiconductors. Silvers industrial offtake has been a multi-year structural bull driver"
X Link @mszerencsy 2025-10-13T15:57Z 5097 followers, XX engagements

"1/ 🚀 Suddenly $ZEC is back in the spotlight. After years in hibernation privacy narratives + institutional inflows + KOL endorsements are colliding to make Zcash one of the most talked-about cryptos again"
X Link @mszerencsy 2025-10-13T16:30Z 5087 followers, 1307 engagements

"5/ Lets talk valuation vs gold silver is deeply discounted historically. $gld The gold/silver ratio remains 81-83 well above historical norms (50-60). That means silver is cheap relative to gold and a small re-rating could deliver outsized gains. Analysts call it one of the most undervalued safe havens in the market"
X Link @mszerencsy 2025-10-13T15:57Z 5051 followers, XX engagements

"3/ 📈 Volume doesnt lie. $ZEC trading and on-chain accumulation are surging whales are quietly loading up. Exchanges are seeing soaring liquidity and heavy spot demand. Its one of the cleanest accumulation patterns in the market right now"
X Link @mszerencsy 2025-10-13T16:30Z 5054 followers, XX engagements

"6/ 🏛 Institutions are now positioning. Grayscales $ZCSH Trust (the Grayscale Zcash Trust) gives accredited investors exposure to $ZEC through regulated channels. Its managed by Barry Silberts Digital Currency Group (DCG) the same group behind Grayscales $GBTC and $ETHE products. Translation: Wall Street is quietly accumulating privacy"
X Link @mszerencsy 2025-10-13T16:30Z 5097 followers, XXX engagements

"3/ 💡 The AI pivot is here. Soluna has partnered with Hewlett Packard Enterprise (HPE) to deploy GPU/AI cloud services using NVIDIA H100s. $SLNH $HPE Its new CloudCo division is entering the AI compute leasing market one of the fastest-growing sectors globally"
X Link @mszerencsy 2025-10-15T18:23Z 5097 followers, XXX engagements