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@rubicon59 Avatar @rubicon59 rubicon59

rubicon59 posts on X about $nxsn, $app, $nxsnta, $mrvl the most. They currently have XXXXXX 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: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks XXXX% technology brands XXXX% countries XXXX% finance XXXX% cryptocurrencies XXXX% social networks XXX%

Social topic influence $nxsn 9.31%, $app 3.24%, $nxsnta 2.83%, $mrvl 2.02%, applovin 1.62%, $snap 1.21%, nvda 1.21%, goog #54, $goog #53, data center XXXX%

Top accounts mentioned or mentioned by @bargainhunter07 @epsilontal @6d617474 @betochmam @lovinapplovin @accruedint @revcap @floebertus @jzs323 @jpmontero88 @simeonresearch_ @gmc_thoughts @jbierne @ultradeep3 @monsterauh @jinacapital @grok @mistahtibbs @steveha64191820 @kristianskovby1

Top assets mentioned Applovin Corporation (APP) Marvell Technology Inc (MRVL) Snap, Inc. (SNAP) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Sezzle Inc. Common Stock (SEZL) Goldman Sachs (GS) Metadium (META) Advanced Micro Devices (AMD) Broadcom, Inc. (AVGO) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Crowdstrike Holdings Inc (CRWD) Enovix Corporation Common Stock (ENVX) Rocket Lab USA, Inc. Common Stock (RKLB) IonQ, Inc. (IONQ) D-Wave Quantum Inc. (QBTS) Rigetti Computing, Inc. Common Stock (RGTI) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Oklo Inc. (OKLO) NuScale Power Corporation (SMR) QuantumScape Corporation (QS) Fortinet Inc (FTNT) CatCoin (CAT) Cummins Inc. (CMI) GE Vernova Inc. (GEV) ZetaChain (ZETA) Vertiv Holdings Co (VRT) Taiwan Semiconductor (TSM) Applied Materials, Inc. (AMAT) Nebius Group N.V. Class A Ordinary Shares (NBIS) CoreWeave, Inc. (CRWV) Cadence Design Systems Inc (CDNS)

Top Social Posts #

Top posts by engagements in the last XX hours

"$TGEN inexplicably is +35% today on the same fundraising news that drove the stock down just a few days earlier. Go figure. 🤷♂"
@rubicon59 Avatar @rubicon59 on X 2025-07-18 18:45:37 UTC 15.7K followers, 3328 engagements

"@epsilonTal is from whom I first learned about $NXSN"
@rubicon59 Avatar @rubicon59 on X 2025-07-02 17:38:15 UTC 15.7K followers, 4689 engagements

"Not mentioned but $MRVL is a key vendor providing 800G and 1.6T optical modules directly supporting the AI-driven demand"
@rubicon59 Avatar @rubicon59 on X 2025-07-10 14:38:40 UTC 15.7K followers, 6882 engagements

"Anyone notice how $APP now is in the big leagues"
@rubicon59 Avatar @rubicon59 on X 2025-06-22 06:09:48 UTC 15.7K followers, 5598 engagements

"Just for kicks compare $APP vs $SNAP. $APP has a far lower forward multiple and (IMHO) far bigger opportunity for growth.🤷♂"
@rubicon59 Avatar @rubicon59 on X 2025-07-12 20:49:02 UTC 15.7K followers, 10.5K engagements

"None of these players will be able to get off the capex threadmill untill the AI market matures to some degree which is clearly many years away"
@rubicon59 Avatar @rubicon59 on X 2025-07-13 23:59:01 UTC 15.7K followers, 2063 engagements

"@LovinAppLovin @accrued_int Better because the $APP network is expressly optimized for ads converting to sales within a very short time period"
@rubicon59 Avatar @rubicon59 on X 2025-07-22 23:47:35 UTC 15.7K followers, XXX engagements

"$NXSN +100% in 1yr. and the best is yet to come. $NXSN.TA"
@rubicon59 Avatar @rubicon59 on X 2025-02-13 06:46:02 UTC 15.7K followers, 2797 engagements

"@LovinAppLovin @accrued_int Untill very recently the $APP network was restricted to games-only ads. Not so any more and expanding"
@rubicon59 Avatar @rubicon59 on X 2025-07-22 23:36:19 UTC 15.7K followers, XXX engagements

"I bet 2026 and 2027 data center capex is almost certainly understated because thats when inference demand will start kicking in in earnest"
@rubicon59 Avatar @rubicon59 on X 2025-07-13 23:01:36 UTC 15.7K followers, 7051 engagements

"My guess is $XXX Q2 eps is far more likely putting $SEZL on track for $XXX FY25 eps. That would make the current multiple 30x -- not bad for such a hypergrower"
@rubicon59 Avatar @rubicon59 on X 2025-07-17 17:16:52 UTC 15.7K followers, 3369 engagements

"Growth as-guided for just two years (realistic) with a modest multiple expansion to 25x will produce 2.5x bagger. $NXSN # 🤷♂"
@rubicon59 Avatar @rubicon59 on X 2025-01-02 13:30:45 UTC 15.7K followers, 2815 engagements

"$NXSN has doubled since tweet and now @ 24x PE. vs XX% expected growth. (A "triple" in Dec XX tweet was a typo ☹.)"
@rubicon59 Avatar @rubicon59 on X 2025-05-06 19:14:36 UTC 15.7K followers, 6021 engagements

"@jinacapital @grok Funny I just tried asking grok this same question and the answer is wildly wrong :-(("
@rubicon59 Avatar @rubicon59 on X 2025-07-12 21:37:34 UTC 15.7K followers, XXX engagements

"@LovinAppLovin @accrued_int Eventually anything advertized on $META properties will be advertizable on the $APP network but better. And the $APP network active users arent that much fewer than $METAs"
@rubicon59 Avatar @rubicon59 on X 2025-07-22 23:45:21 UTC 15.7K followers, XXX engagements

"Many here are high on $ZETA. The business seems doing fine but the share dilution has been ridiculous negating any kinds of operating gains on a per share basis. These are Zeta's FD shares outstanding over the past few years: '25E: 244m (Est) '24: 186m '23: 157m '22: 139m '21: 87m '20: 33m"
@rubicon59 Avatar @rubicon59 on X 2025-07-01 20:52:55 UTC 15.7K followers, 15.3K engagements

"The US is Planning a Massive Increase in the Use of its Drones. $7b/yr vs $160m $NXSN revenue. HT @6d617474"
@rubicon59 Avatar @rubicon59 on X 2025-05-01 13:33:19 UTC 15.7K followers, 1853 engagements

"$NXSN is at $54m booked revenue now for 2025 (vs. $XXX guidance). Just about on track. $NXSN.TA"
@rubicon59 Avatar @rubicon59 on X 2025-02-20 16:28:21 UTC 15.7K followers, 3815 engagements

"AI demand & supply data keep improving almost daily within an exponential framework. $NVDA $AMD $MRVL $AVGO"
@rubicon59 Avatar @rubicon59 on X 2025-07-17 00:06:50 UTC 15.7K followers, 5295 engagements

"$NXSN has booked XX% of guidance 1.5months into the year. While orders are lumpy looks to me ahead of schedule FWIW"
@rubicon59 Avatar @rubicon59 on X 2025-02-16 09:01:30 UTC 15.7K followers, 2206 engagements

"Sounds like heresy but despite being up +30x since Jan'24 $SEZL still looks like great value here $94/sh"
@rubicon59 Avatar @rubicon59 on X 2025-05-19 02:17:43 UTC 15.7K followers, 30K engagements

"$TGEN even after a recent runup has a lot of potential in the data center power/cooling market. It has unique chiller tech especially suited to free up precious power and a potentially transformative deal with $VRT HT @Mike10947310"
@rubicon59 Avatar @rubicon59 on X 2025-05-20 19:41:04 UTC 15.7K followers, 65K engagements

"The only viable $NXSN competitor a Chinese company is out of the picture selling to Western or Indian militaries. The TAM is blue sky vs. current sales and the company is expanding its camera market share with X new products each year such as liquid-cooled cameras aimed at higher-altitude applications. $NXSN.TA"
@rubicon59 Avatar @rubicon59 on X 2025-02-16 19:03:59 UTC 15.7K followers, 2790 engagements

"I much prefer $APP here but having said that $SNAP seems to be turning itself into an attractive business"
@rubicon59 Avatar @rubicon59 on X 2025-07-13 19:41:47 UTC 15.7K followers, 3144 engagements

"Still true. And still at a valuation to make Ben Graham proud. $nxsn"
@rubicon59 Avatar @rubicon59 on X 2025-01-23 02:05:21 UTC 15.7K followers, 4158 engagements

"$NXSN is +69% in 3mos since tweet and +2.25x since October lows"
@rubicon59 Avatar @rubicon59 on X 2025-03-12 14:34:28 UTC 15.7K followers, 3245 engagements

"$APP network is 1.6b DAUs vs. $SNAP s 460m. But not apples-to-apples comparable for various reasons. $APP s gamers are much more monetizable than $SNAP messaging users. On the other hand $SNAP gets to keep all of its ad revenue while $APP has to share with game publishers"
@rubicon59 Avatar @rubicon59 on X 2025-07-13 19:38:01 UTC 15.7K followers, 2883 engagements

"European defense sector booming with the prospect of increased military spending. A significant portion of Next Visions revenue comes from Europe. The company is growing at triple-digit rates generating cash and trading at 15x 2025 earnings. $NXSN"
@rubicon59 Avatar @rubicon59 on X 2025-03-04 05:29:51 UTC 15.7K followers, 5194 engagements

"Folks keep leaving out $MRVL but we shall see what happens"
@rubicon59 Avatar @rubicon59 on X 2025-07-13 00:01:49 UTC 15.7K followers, 8002 engagements

"Note that ABB is a major supplier of synchronous generators. Bodes well for $PSIX"
@rubicon59 Avatar @rubicon59 on X 2025-07-17 14:42:58 UTC 15.7K followers, 9598 engagements

"Almost certainly given $APP growth its ad market share on mobile games is expanding rapidly; and thats before even expansion into e-commerce advertising. - iOS: AppLovin held a XX% share of mobile game ad revenueleading the segment. Unity Ads followed with XX% Google AdMob had XX% and ironSource was at X% . - Android: AppLovin captured XX% ranking just behind Google AdMob (28%) and significantly ahead of Unity (13%) and Mintegral (11%)"
@rubicon59 Avatar @rubicon59 on X 2025-07-12 20:19:29 UTC 15.7K followers, 3128 engagements

"$MRVL expected to continue benefiting from expansion in both custom computing and interconnect segments"
@rubicon59 Avatar @rubicon59 on X 2025-07-10 14:43:18 UTC 15.7K followers, 5131 engagements

"$NXSN likely reacting to the fast-approaching end of the Uktaine war $NXSN.TA"
@rubicon59 Avatar @rubicon59 on X 2025-02-12 17:41:44 UTC 15.7K followers, 3604 engagements

"$SEZL current Q2 consensusl eps of $XXXX doesnt seem to make sense as they did $X eps in Q1 (beating $XXXX consensus) The business also has been on the upward trajectory and a new product was introduced at the end of Q4"
@rubicon59 Avatar @rubicon59 on X 2025-07-17 13:59:35 UTC 15.7K followers, 4525 engagements

"IMHO $NXSN is a superior business to $PNG.V and is much cheaper.🤷♂"
@rubicon59 Avatar @rubicon59 on X 2025-02-20 04:20:40 UTC 15.7K followers, 7865 engagements

"I dont understand how $GOOG search is still growing but clearly it is"
@rubicon59 Avatar @rubicon59 on X 2025-07-24 09:11:17 UTC 15.7K followers, 4999 engagements