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@shopstrat1993 Avatar @shopstrat1993 Tom Kenneth

Tom Kenneth posts on X about $gev, carrier global, $airj, hub 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: X #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence stocks exchanges travel destinations countries automotive brands

Social topic influence $gev, carrier global, $airj #3, hub, asia, $4b, $net, infrastructure, micro, $cgeh

Top assets mentioned GE Vernova Inc. (GEV) Carrier Global Corp (CARR) Cloudflare, Inc. (NET) Teradyne, Inc. (TER) Core Scientific, Inc. Common Stock (CORZ) Honeywell International Inc (HON)

Top Social Posts #

Top posts by engagements in the last XX hours

"10/ The most insane partnerships already developed: GE Vernova 50/50 JV + DARPA AIR2WATER IP Carrier Global $XX M equity + HVAC/DC channel BASF MOF supply CATL JV (Asia) mass-production coating Denham Capital / TEP project-finance depth"
X Link @shopstrat1993 2025-10-13T01:23Z XXX followers, XXX engagements

"11/ The Rice brothers (behind Rice Energy EQT Archaea Energy BP $4B sale NET Power NYSE $NET power-tech platform) bring deep U.S. energy-transition experience. Early investors"
X Link @shopstrat1993 2025-10-13T01:33Z XXX followers, XXX engagements

"Defense & Resilience TAM ($10 B): The DoD spends billions hauling bottled water. AirJoules Army ERDC CRADA (2528) could enable field-portable water & cooling from generator heatstrategic and logistical win"
X Link @shopstrat1993 2025-10-13T01:21Z XXX followers, XXX engagements

"@DesperateForDD @AtlasShrug1 The project is in Hubbard(very close to a lot of the ai/hpc build out) but yes one to keep an eye on for sure"
X Link @shopstrat1993 2025-10-14T00:36Z XXX followers, XX engagements

"@DesperateForDD @AtlasShrug1 Its directly related Omar yaghi works in partnership in ge vernova air2water program which is where airjoule is playing"
X Link @shopstrat1993 2025-10-13T23:44Z XXX followers, XX engagements

"@ctindale Dont think theyll post pricing on their website Im sure well get an idea soon enough"
X Link @shopstrat1993 2025-10-16T01:10Z XXX followers, XX engagements

"16/ This board gives AirJoule reach into: Global HVAC (Carrier) Industrial energy (GE Vernova Denham) Government policy (Baucus) AI/HPC infrastructure (Sterling) Scientific validation (Zaatari)"
X Link @shopstrat1993 2025-10-13T01:31Z XXX followers, XXX engagements

"@pepemoonboy It will take a long time to play out but $airj is very interesting or micro cap $cgeh"
X Link @shopstrat1993 2025-10-09T20:52Z XXX followers, XXX engagements

"20/ Risks: cert delays scale-up hiccups capital burn. Mitigation: GE QA BASF supply Denham/Rice funding depth EU/DoD backup markets"
X Link @shopstrat1993 2025-10-13T01:33Z XXX followers, XX engagements

"@17catspaw Really good volume no new news as far as I can tell maybe people catching up to the recent developments"
X Link @shopstrat1993 2025-10-15T14:47Z XXX followers, XX engagements

"12/ Certifications & policy catalysts(current in flight): TCEQ + NSF (U.S.) potable approval EU Net Zero Innovation Hub (2026) reference design(msftgooglevertivetc.) Army ERDC defense procurement path Each milestone expands addressable buyers"
X Link @shopstrat1993 2025-10-13T01:25Z XXX followers, XX engagements

"15/ Add founders Matt Jore (CEO/inventor) GE Vernovas David Moore and financial pros Tom Murphy (Crowe LLP) & Stephen Pang (ex-UBS)this is a whos who board for commercialization finance & policy"
X Link @shopstrat1993 2025-10-13T01:31Z XXX followers, XXX engagements

"$airj thesis 1/ The next resource crisis isnt energyits water. Cooling industrial reuse & defense resilience = $XXX B global TAM. AI/HPC growth just exposed it. AirJoule ($AIRJ) turns waste heat pure water using Nobel-Prize-validated MOFs. 🧵"
X Link @shopstrat1993 2025-10-13T01:19Z XXX followers, XXX engagements

"11/ Pilot footprint: Hubbard TX municipal geothermal/waste-heat pilot(within a days drive of some of the biggest ai/hpc) UAE (Dubai) field demo via TenX ASU (Tempe) desert-climate validation Delaware XX k sq ft coating + assembly plant (first U.S. MOF line)"
X Link @shopstrat1993 2025-10-13T01:24Z XXX followers, XXX engagements

"@Matt_vlietstra @basadomente Its hiding in plain sight under $ter"
X Link @shopstrat1993 2025-10-14T11:00Z XXX followers, XXX engagements

"@AtlasShrug1 @GlobalCollapse The us army collab and innovation hub event they were in are very interesting Im DCAing every day on top of my starter position the partnerships and potential are too large to ignore"
X Link @shopstrat1993 2025-10-09T21:31Z XXX followers, XX engagements

"14/ Board = institutional strength Pat Eilers ex-BlackRock Renewables; Stuart Porter CEO Denham Capital Ajay Agrawal SVP Strategy Carrier Global. Max Baucus former U.S. Senator & Ambassador to China. Denise Sterling ex-CFO Core Scientific Dr. MarwaZ"
X Link @shopstrat1993 2025-10-13T01:31Z XXX followers, XXX engagements

"12/ Post-Nobel acceleration: MOF suppliers (BASF Honeywell Mitsubishi) scaling output cost dropping $60$30/kg. More supply = lower COGS higher margins faster adoption. BASF already a keyboard partner"
X Link @shopstrat1993 2025-10-13T01:28Z XXX followers, XX engagements