# ![@AtlasShrug1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1845105387608965146.png) @AtlasShrug1 John Galt

John Galt posts on X about in the, money, $mp, bullish the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1845105387608965146/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1845105387608965146/c:line/m:interactions.svg)

- [--] Week [------] -98%
- [--] Month [---------] +169,350%
- [--] Months [---------] +8,835%
- [--] Year [---------] +3,127,596%

### Mentions: [--] [#](/creator/twitter::1845105387608965146/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1845105387608965146/c:line/m:posts_active.svg)

- [--] Month [---] +319%
- [--] Months [---] +391%
- [--] Year [---] +21,150%

### Followers: [---] [#](/creator/twitter::1845105387608965146/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1845105387608965146/c:line/m:followers.svg)

- [--] Week [---] +2.20%
- [--] Month [---] +31%
- [--] Months [---] +765%

### CreatorRank: [---------] [#](/creator/twitter::1845105387608965146/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1845105387608965146/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  34.58% [stocks](/list/stocks)  22.43% [cryptocurrencies](/list/cryptocurrencies)  13.08% [countries](/list/countries)  6.54% [technology brands](/list/technology-brands)  4.67% [currencies](/list/currencies)  4.67% [automotive brands](/list/automotive-brands)  1.87% [exchanges](/list/exchanges)  1.87% [gaming](/list/gaming)  0.93% [celebrities](/list/celebrities)  0.93%

**Social topic influence**
[in the](/topic/in-the) 9.35%, [money](/topic/money) 7.48%, [$mp](/topic/$mp) 5.61%, [bullish](/topic/bullish) 4.67%, [gold](/topic/gold) 4.67%, [$inv](/topic/$inv) 3.74%, [business](/topic/business) 3.74%, [$almu](/topic/$almu) #13, [$figr](/topic/$figr) 2.8%, [level](/topic/level) 2.8%

**Top accounts mentioned or mentioned by**
[@cekdrew](/creator/undefined) [@stonksamiam](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@mpmaterials](/creator/undefined) [@realtimhack](/creator/undefined) [@dvlt146025](/creator/undefined) [@rjccapital](/creator/undefined) [@cruxcapital](/creator/undefined) [@dariocpx](/creator/undefined) [@methompson72](/creator/undefined) [@mattday85533803](/creator/undefined) [@gothamresearch](/creator/undefined) [@hindenburgres](/creator/undefined) [@realjimchanos](/creator/undefined) [@broheim777](/creator/undefined) [@deepinference](/creator/undefined) [@fundmyfund](/creator/undefined) [@mcagney](/creator/undefined) [@figure](/creator/undefined) [@provenancefdn](/creator/undefined)

**Top assets mentioned**
[MP Materials Corp. (MP)](/topic/$mp) [Inverse Finance (INV)](/topic/$inv) [Figure Technology Solutions, Inc. (FIGR)](/topic/$figr) [Sandisk Corporation (SNDK)](/topic/$sndk) [ACM Research, Inc. Class A Common Stock (ACMR)](/topic/$acmr) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Equity Residential (EQR)](/topic/$eqr) [Carvana Co. (CVNA)](/topic/$cvna) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Micron Technology, Inc. (MU)](/topic/$mu) [Evolution Metals & Technologies Corp. Common Stock (EMAT)](/topic/$emat) [Nutrien Ltd. Common Shares (NTR)](/topic/$ntr) [Bunge, Ltd. (BG)](/topic/$bg) [Agnico Eagle Mines Ltd. (AEM)](/topic/agnico-eagle) [GE Vernova Inc. (GEV)](/topic/$gev) [Carrier Global Corp (CARR)](/topic/$carr) [CarMax, Inc (KMX)](/topic/$kmx) [Frontline Ltd. (FRO)](/topic/$fro) [Surf Air Mobility Inc. (SRFM)](/topic/$srfm) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Monster Beverage Corp (MNST)](/topic/$mnst) [nLIGHT, Inc. Common Stock (LASR)](/topic/$lasr) [TMC the metals company Inc. Common Stock (TMC)](/topic/$tmc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@jaysyoon Whats the $ACMR story"  
[X Link](https://x.com/AtlasShrug1/status/2019275514112790604)  2026-02-05T05:02Z [---] followers, [---] engagements


"@cekdrew Or just roll into $BLBX like Realloys 😂"  
[X Link](https://x.com/AtlasShrug1/status/2018817607256989894)  2026-02-03T22:43Z [---] followers, [--] engagements


"@cekdrew Have u ever looked at $EMAT. Check out the salaries those 🤡s are paying themselves. Hoe does that have an almost $5B mkt cap lol"  
[X Link](https://x.com/AtlasShrug1/status/2018818288239993250)  2026-02-03T22:46Z [---] followers, [--] engagements


"@NoLimitGains Like $NTR but loooove the $BG chart breaking out of a [--] year long rounded bottom"  
[X Link](https://x.com/AtlasShrug1/status/2021725619294548350)  2026-02-11T23:18Z [---] followers, [----] engagements


"$CEPT Wow just incredible growththis gonna be a beast just like $FIGR has been. https://finance.yahoo.com/news/tokenization-firm-securitize-reports-841-200305889.html https://finance.yahoo.com/news/tokenization-firm-securitize-reports-841-200305889.html"  
[X Link](https://x.com/anyuser/status/2017052704971829662)  2026-01-30T01:50Z [---] followers, [---] engagements


"RT @DarioCpx: BREAKING: We now have the confirmation they attacked and tried to break the silver market at SHFE today - The SHFE is now wil"  
[X Link](https://x.com/AtlasShrug1/status/2019440029374808116)  2026-02-05T15:56Z [---] followers, [---] engagements


"RT @DarioCpx: In case you arent familiar with what happened to Nickel in [----] when a large commodity broker from China built a very large"  
[X Link](https://x.com/AtlasShrug1/status/2019458623680704872)  2026-02-05T17:10Z [---] followers, [---] engagements


"Kind of annoyed I wasnt consulted on the $CRWV new branding effort. I probably would have gone with Ready For Anything Ready For Debt Maturities. 🤷🏻♂"  
[X Link](https://x.com/anyuser/status/2020856791274242306)  2026-02-09T13:46Z [---] followers, [---] engagements


"RT @peonyKingOF: In the current market climate small caps and micro caps also almost never go from being an undervalued unknown to a reason"  
[X Link](https://x.com/AtlasShrug1/status/2022545770298122614)  2026-02-14T05:37Z [---] followers, [--] engagements


"@KeithMcCullough @RickRieder Youre also assuming the Fed controls the long ens through Fed Funds which it cantonly QE at scale can ensure that the rates that matter for housing auto loans etc. etc. get pushed down to a level that will stimulate demand in those areas of the economy"  
[X Link](https://x.com/AtlasShrug1/status/2015148993215426766)  2026-01-24T19:45Z [---] followers, 11.1K engagements


"$OCI.V looks like a no brainer dirt cheap and they now own 20% of both Kirkland Lake Discoveries and Auriginal (32% when you include $XXIXs stake which is also a portfolio company) and several other portfolio companies. And they are cashed up pretty good looks like this one is very mispriced. Investors include Eric Sprott Osisko Royalties and $AEM. According to cap table from their latest January [----] presentation Cash Market Capam I missing something or is this a no brainer gem Input welcome Basic Market Capitalization $24.8m Cash and Marketable Securities* $26.5m Shareholder Structure"  
[X Link](https://x.com/AtlasShrug1/status/2015856183391703188)  2026-01-26T18:35Z [---] followers, [--] engagements


"@stonksamiam Have you ever looked at $AIRJ Really interesting little company with very smart money on the Board and insider buying here. Small company working on solving a big problem w/ JV/licensing deals w $GEV and $CARR respectively"  
[X Link](https://x.com/AtlasShrug1/status/2016251349483037041)  2026-01-27T20:45Z [---] followers, [---] engagements


"@METhompson72 Need a new pickwatching $EQR go up every day is getting boring 😂"  
[X Link](https://x.com/AtlasShrug1/status/2016345298105221218)  2026-01-28T02:59Z [---] followers, [---] engagements


"@MattDay85533803 @GothamResearch @HindenburgRes @RealJimChanos If $CVNA does in fact implode that would be uber bullish for $KMX no"  
[X Link](https://x.com/AtlasShrug1/status/2016595992330567864)  2026-01-28T19:35Z [---] followers, [---] engagements


"@realTimHack The best [--] liquid names are $FRO and $DHTgreat charts too"  
[X Link](https://x.com/AtlasShrug1/status/2017201243077116118)  2026-01-30T11:40Z [---] followers, [---] engagements


"@BMSInvests @CeoOndas @ive_m5 @bodoxstocks Why not $SRFM anymore Whats the bear case there w/ stock at $2 Thx"  
[X Link](https://x.com/AtlasShrug1/status/2018529830170759221)  2026-02-03T03:39Z [---] followers, [---] engagements


"@stonksamiam @AccelsiusATX Why arent insiders loading here Ud think they would. Perhaps they should talk more publicly about their eventual monetization strategycould they do a tax free spin of Accelsius shares to holders at some point in conjunction w/ an IPO"  
[X Link](https://x.com/AtlasShrug1/status/2019137524934099344)  2026-02-04T19:54Z [---] followers, [---] engagements


"Im still thinking Eric Jackson for trying to claw his way back by hyping up retail investors on shitcos like $OPEN and $BTQ after blowing up his fund in [----]. Also bills himselr as The Carvana Guy which ultimately will come back to bite him. Gotham put some very concerning info out on DriveTimes financials a couple weeks ago and suffice it to say it raised some serious questions. The worst though is his acting like hes building a retail empire with his Rising Dynasty BS while camping outside of Drakes house for like 6-7 months now. Oh and he from lol likely guzzles maple 🍁 syrup by tapping"  
[X Link](https://x.com/AtlasShrug1/status/2019770882252480574)  2026-02-06T13:51Z [---] followers, [---] engagements


"@broheim777 The value is clearly there crazy at this levelbut while Accelsius mgmt seems solid $INV management may need to be shown the door if they donr right the ship for shareholders very very soon. So far they have sucked arse"  
[X Link](https://x.com/AtlasShrug1/status/2019772631692538172)  2026-02-06T13:58Z [---] followers, [---] engagements


"@MickeCTR82 $CRML could be decent if Tony left. He is basically a hypster and serial diluter imo"  
[X Link](https://x.com/AtlasShrug1/status/2019780764414476472)  2026-02-06T14:30Z [---] followers, [---] engagements


"@METhompson72 $EQR $GMET $TUNThe [--] Horsemen"  
[X Link](https://x.com/AtlasShrug1/status/2019798508878844372)  2026-02-06T15:41Z [---] followers, [---] engagements


"And I owned HANS in the late 90s Hansens Natural. They made juices but were transitioning to energy drinks. Market cap was like $50M. They eventually changed their name to Monster Beverage ($MNST). 😭 Of course held neither that or FIX. Luckily Ive had plenty of other great investments over the years but these are the lessons you learn when you are young. Patience pays off and time is your biggest ally in the equity market. https://twitter.com/i/web/status/2019845122398007701 https://twitter.com/i/web/status/2019845122398007701"  
[X Link](https://x.com/AtlasShrug1/status/2019845122398007701)  2026-02-06T18:46Z [---] followers, [---] engagements


"@Melt_Dem Do you have an opinion on Accelsius (50% or so owned ny $INV) and their cooling technology"  
[X Link](https://x.com/AtlasShrug1/status/2019994280484274688)  2026-02-07T04:39Z [---] followers, [---] engagements


"@CallThisAgent They are doing a big reverse split that was just authorized and they have250MM available to draw on but have not raised it"  
[X Link](https://x.com/AtlasShrug1/status/2020181141723181568)  2026-02-07T17:01Z [---] followers, [--] engagements


"BTC has other problems I agree there will eventually be cyber defenses against quantum. The bigger issue to me is that gold and other commodities can be tokenized now (very bullish $FIGR $CEPT)if u can have actual digital gold what u need BTC for And on the transactional side stable coins are cannibalizing its use cases. This seems different to me than the past [--] cycles from that standpoint. BTC could go away tomorrow and it wouldnt make any difference to anyone except those that have put their faith into it and own it. https://twitter.com/i/web/status/2020227555144433844"  
[X Link](https://x.com/AtlasShrug1/status/2020227555144433844)  2026-02-07T20:05Z [---] followers, [---] engagements


"@jawnzilla The questions surrounding make $LASR even better. http://EOS.AX http://EOS.AX"  
[X Link](https://x.com/AtlasShrug1/status/2020681398017839356)  2026-02-09T02:09Z [---] followers, [---] engagements


"@aleabitoreddit If we can tokenize gold now and have actual real digital gold why do we need BTC We dont. And stablecoins are cannibalizing other expected use cases besides being a store of value. Would love to hear why in light of these facts BTC is free real estate"  
[X Link](https://x.com/AtlasShrug1/status/2021078301557612805)  2026-02-10T04:26Z [---] followers, [---] engagements


"@aleabitoreddit @soulbiri1 Warsh and Bessent both Druckenmiller protegessuper bullish $FIGR and tokenization of RWAs"  
[X Link](https://x.com/AtlasShrug1/status/2021087878156107886)  2026-02-10T05:04Z [---] followers, [---] engagements


"It is developing may not be perfect yet but its happening. And while most lack this perspective gold and silver have been accepted as money for thousands of years while BTC has been accepted for about 10-15 years. There is doe the first time a legitimate fundamental bear case for BTC. Just bc there is only [--] million of something doesnt mean people have to ascribe value to it if it no longer serves a purpose. Look at Polymarket they are settling transactions in USDC not BTC. https://twitter.com/i/web/status/2021088816644190481 https://twitter.com/i/web/status/2021088816644190481"  
[X Link](https://x.com/AtlasShrug1/status/2021088816644190481)  2026-02-10T05:08Z [---] followers, [--] engagements


"@DeepInference Could also be bullish $TMC $PNG.V and $KITT if we want to extract and sell them 😂"  
[X Link](https://x.com/AtlasShrug1/status/2021090586619474068)  2026-02-10T05:15Z [---] followers, [---] engagements


"@fundmyfund @skrubin Seems like $100M-120M reasonable for 2027put 10x sales on that and your at a $1-1.2B EV. That about 2x crim where we are now on out year numbers"  
[X Link](https://x.com/AtlasShrug1/status/2021427089623351574)  2026-02-11T03:32Z [---] followers, [--] engagements


"Just forget it about it and let it compound for [--] yearsfinding a $600M company that can grow under the wings of $TSLA and Figure AI among other key players in humanoid robotics is a rare thing. The legacy business is good in that it will provide cash flow to fund non-dilutive growth in the explosive area w/ massive TAM. https://twitter.com/i/web/status/2021626960334471270 https://twitter.com/i/web/status/2021626960334471270"  
[X Link](https://x.com/AtlasShrug1/status/2021626960334471270)  2026-02-11T16:46Z [---] followers, [---] engagements


"@stonksamiam @braden_tewinkel Then you have to back out taxes not sure what their basis is but prob pretty low.so have to haircut the $750M by 20% lets say to be fair. Still gets you to $600M or so of vaue and a $6-7 stock not assuming much for the other businesses"  
[X Link](https://x.com/AtlasShrug1/status/2021724859949371767)  2026-02-11T23:15Z [---] followers, [--] engagements


"@Yeah_Dave Resignation of a CAO this close to earnings makes it a no touch imogotta wait and see what that is all about. The shorts will have a field day with any accounting irregularities or lack of internal controls"  
[X Link](https://x.com/AtlasShrug1/status/2021726432972480736)  2026-02-11T23:21Z [---] followers, [---] engagements


"@mcagney @Figure @provenancefdn @coingecko So why has FIGR stock gone from $78 to $36 Doesnt seem to make a lot of sense given the long runway for growth and massive TAM"  
[X Link](https://x.com/AtlasShrug1/status/2021738027542843608)  2026-02-12T00:08Z [---] followers, [---] engagements


"@mcagney @Figure @provenancefdn @coingecko It does seem to trade like crypto which is ridiculous. Just bc you use blockchain technology to tokenize RWAs doesnt mean your stock should track BTC ETH SOL etc. Absurd. Maybe folks worried about the lockup ending soon but that seems more than priced in now"  
[X Link](https://x.com/AtlasShrug1/status/2021738546617364885)  2026-02-12T00:10Z [---] followers, [--] engagements


"@sprucepointcap Sounds like $SMCI just a guess"  
[X Link](https://x.com/AtlasShrug1/status/2021747469076648119)  2026-02-12T00:45Z [---] followers, [---] engagements


"@zmickyzee1 @johnhal1303 @SunvMikey @philip_neate NUAI is a data center company no longer about Helium. And they partnered with some very heavy hitters who can get this done. Upside is enormous imo. Could be the next $APLD"  
[X Link](https://x.com/AtlasShrug1/status/2022337591610388582)  2026-02-13T15:50Z [---] followers, [---] engagements


"@aleabitoreddit @jukan05 Do you happen to know if there is a good fair and balanced writeup of $ACMR anywhere that I could read. Thanks much for any guidance"  
[X Link](https://x.com/AtlasShrug1/status/2018815794139017331)  2026-02-03T22:36Z [---] followers, [---] engagements


"@Mike10947310 $FPS"  
[X Link](https://x.com/AtlasShrug1/status/2020225904677646837)  2026-02-07T19:59Z [---] followers, [---] engagements


"@CrweWorld These #s are just crazytriple digit y/y rev growth w/ almost 50% EBITDA margins. Please find me more compounders like this. Thank you for your attention to this matter"  
[X Link](https://x.com/AtlasShrug1/status/2022434171449168083)  2026-02-13T22:14Z [---] followers, [--] engagements


"Im nit sure this is accurate I believe there was one at end of January but that it using the NYSE composite. Now if you use the Nasdaq them of course your going to get omens as software has collapsed and semis/semi equipment/optics etc. have exploded to new highs. But this indicator traditionally uses the NYSE composite for a reason. Much more representative of a broad swath of sectors. https://twitter.com/i/web/status/2022480386509385887 https://twitter.com/i/web/status/2022480386509385887"  
[X Link](https://x.com/AtlasShrug1/status/2022480386509385887)  2026-02-14T01:17Z [---] followers, [--] engagements


"I believe Hubron signed a much more comprehensive deal with Black Swan Graphene [--] years ago. I would also note that while Hydrograph put out a press release about this amazing development it does not appear that Hubron did. In any event lets take a look at how publicly traded Black Swan Graphenes stock has done since they signed their game changing deal lol. Ticker is SWAN.V and its market cap isa whopping $53M. Stock appears to have done nada mucho since the big Hubron deal. Here is the link to that PR from 2024: As far as Im concerned I still have seen nothing of any substance from"  
[X Link](https://x.com/AtlasShrug1/status/2022508995924168982)  2026-02-14T03:11Z [---] followers, [---] engagements


"Im merely an observer believe me Ive seen so many things like this in my career I lost count. In a bull market you can sell the dream but when the tape turns youll need more than fluffy PRs (like real revs and cash flows) or this will be going back from whence it came quite expeditiously. https://twitter.com/i/web/status/2022541697792569784 https://twitter.com/i/web/status/2022541697792569784"  
[X Link](https://x.com/AtlasShrug1/status/2022541697792569784)  2026-02-14T05:21Z [---] followers, [--] engagements


"$ALMU reminds me a little of [--] other tech names that came out of academiaUniversal Display (PANL) which became OLED and went from $4 to over $200. The other is $PI which also has been a massive stock. People doubted these when they were where $ALMU is today. $ALMU is the real deal management is on point and ambitious and they have many brilliant early investorsnot to mention the guy from $NVDA now on their board of directors. https://twitter.com/i/web/status/2022906158726463510 https://twitter.com/i/web/status/2022906158726463510"  
[X Link](https://x.com/AtlasShrug1/status/2022906158726463510)  2026-02-15T05:29Z [---] followers, [--] engagements


"@fundmyfund $ALMU much more likely to do it than $POET imo. TAM is enormous"  
[X Link](https://x.com/AtlasShrug1/status/2020950242418647492)  2026-02-09T19:57Z [---] followers, [---] engagements


"@crux_capital_ Great writeup on $ALMU. The stock looks expensive now but wont be if they capture even a tiny sliver of what they are pursuing"  
[X Link](https://x.com/AtlasShrug1/status/2022486017102565595)  2026-02-14T01:40Z [---] followers, [---] engagements


"@DVLT146025 @CuriousWhatever You must love lot more interesting than $ALMU if ur looking for something with a lot of question marks. http://HG.CN http://HG.CN"  
[X Link](https://x.com/AtlasShrug1/status/2023069438279663941)  2026-02-15T16:18Z [---] followers, [--] engagements


"@gnoble79 Would that list include the unregulated names like $CEG $VST $TLN Those have come under pressure since the Trump announcement"  
[X Link](https://x.com/AtlasShrug1/status/2015490105167785998)  2026-01-25T18:21Z [---] followers, [---] engagements


"Have u looked at the long-term chart of $IEP $IONQ has delivered solid returns from the $10 IP0 SPAC price. Maybe it will wind up being a debacle but at this point its just a stock that went up 8-fold that pulled back to become a stock that is up 5-fold. Not much to talk about quite honestly at this point. https://twitter.com/i/web/status/2015586988909371569 https://twitter.com/i/web/status/2015586988909371569"  
[X Link](https://x.com/AtlasShrug1/status/2015586988909371569)  2026-01-26T00:46Z [---] followers, [---] engagements


"@ColinMercer86 Buying ahead of big reverse splits is dangerous w/ companies that have no earnings support. $KITT"  
[X Link](https://x.com/AtlasShrug1/status/2016234257425838293)  2026-01-27T19:38Z [---] followers, [---] engagements


"@B678365 Im intrigued but mot ahead of another massive reverse split vote which I believe is tomorrow"  
[X Link](https://x.com/AtlasShrug1/status/2016234671219106040)  2026-01-27T19:39Z [---] followers, [--] engagements


"@crux_capital_ Arent they doing like $5 million this year in salestrading at 50-60x revs. I get the big TAM but thats awfully rich for a company w/ little commercialized yet. Entry point is everything when thinking about prospective return"  
[X Link](https://x.com/AtlasShrug1/status/2016238534198284551)  2026-01-27T19:55Z [---] followers, [---] engagements


"@stonksamiam Totally agree $VPG is THE play for humanoid robotics. U buy it and go to sleep for [--] years and let Elon do his thing with Optimus"  
[X Link](https://x.com/AtlasShrug1/status/2016238917284938116)  2026-01-27T19:56Z [---] followers, [---] engagements


"@stonksamiam Wish this $INV would get its ass in gear been buying sub $3.50. Just acts terrible hard to figure"  
[X Link](https://x.com/AtlasShrug1/status/2016249034671849929)  2026-01-27T20:36Z [---] followers, [---] engagements


"@stonksamiam Best names in the space imo $ASTI $SUUN $RDW for Orbital Computegonna be a top theme this year I believe"  
[X Link](https://x.com/AtlasShrug1/status/2016266469416243379)  2026-01-27T21:46Z [---] followers, [---] engagements


"@realTimHack I assume ABx is still your favorite play for ionic clays in Tasmania and overall. How would you rate these other [--] players there are a lot of companies in Brazil doing this some at scale"  
[X Link](https://x.com/AtlasShrug1/status/2016291926392135860)  2026-01-27T23:27Z [---] followers, [----] engagements


"@realTimHack Aclara is a good one also Brazil Rare Earthsbut you are right the explorers will have more upside"  
[X Link](https://x.com/AtlasShrug1/status/2016295575805632940)  2026-01-27T23:41Z [---] followers, [---] engagements


"$GSM will dominate the West as far as Silicon supply China has 70% or so share. Stock is absurdly undervalued especially with anti-dumping enforcement coming in [----]. Per Grok: Ferroglobe PLC (NASDAQ: GSM) as one of the worlds largest producers of silicon metal and silicon-based alloys is well-positioned to capitalize on the explosive growth of artificial intelligence (AI). AIs future hinges on advanced computing infrastructure which drives demand for semiconductors data centers and supporting technologies like renewables and batteriesall areas where silicon plays a critical role. Below Ill"  
[X Link](https://x.com/AtlasShrug1/status/2016311654674219055)  2026-01-28T00:45Z [---] followers, [---] engagements


"@nullcharts So you are not concerned as JC is about XLP vs XLY action ytd or financials"  
[X Link](https://x.com/AtlasShrug1/status/2016338813388214516)  2026-01-28T02:33Z [---] followers, [---] engagements


"@crux_capital_ Would think those $GLW #s bode well for $AAOI"  
[X Link](https://x.com/AtlasShrug1/status/2016339203705995664)  2026-01-28T02:35Z [---] followers, [---] engagements


"@cekdrew Did u see EUR issuing 173M shares for an acquisition lolunreal"  
[X Link](https://x.com/AtlasShrug1/status/2016359365620433128)  2026-01-28T03:55Z [---] followers, [---] engagements


"Had another thought on the [--] things bothering u technically the XLP strength and the XLF action. Leaving alone the XLP for a second a lot of the pressure on the XLF has come from Trumps foolish 10% cap on credit card interest. This is something Id more expect from Zohran price controls dont work and have unintended consequences in this case that could be that these companies stop extending credit to risk your borrowers and liquidity dries up. I think with Trump you have to leave open the door that you will completely do a [---] at some point and that all these docks could be rippers to the"  
[X Link](https://x.com/AtlasShrug1/status/2016510997087900083)  2026-01-28T13:57Z [---] followers, [---] engagements


"@cekdrew Even more silly $CRML announced a communications deal with anotjer Australian penny stock called Critical Infrastructure $CTTT.CN it all stinks to high heaven"  
[X Link](https://x.com/AtlasShrug1/status/2016519489102250377)  2026-01-28T14:31Z [---] followers, [---] engagements


"@cohn_asher Yep leaving the kids holding their $CRWV $ORCL and OpenAI bags 😂"  
[X Link](https://x.com/AtlasShrug1/status/2016568904437338574)  2026-01-28T17:47Z [---] followers, [---] engagements


"@zachstonks Could def be a developing inverted H&S they are THE govt choice for recycling spent fuel already working on one campus. Imagine if these get rolled out at scale. Big short interest in the name as well"  
[X Link](https://x.com/AtlasShrug1/status/2016572907875352686)  2026-01-28T18:03Z [---] followers, [--] engagements


"@GothamResearch @HindenburgRes @RealJimChanos If $CVNA traded as over 100x earnings when it was a $450+ stock and their net income is inflated by $1B wouldnt that in effect make the business worthless"  
[X Link](https://x.com/AtlasShrug1/status/2016585081960223012)  2026-01-28T18:52Z [---] followers, [----] engagements


"Well you left out the $JCP is gonna be the new $AAPL debacle the $NFLX [---] the Covid meltdown on live TV and the whole orchestration of that tennis thing where he played with the pros and everyone cringed but not bad. To his credit he was right on $HLF in the long run and has had some good calls as well. $WEN and $MCD did quite well as did early Fanny and Freddie bets. As with most people he has faced ups and downs. But to his credit he has persevered. https://twitter.com/i/web/status/2016604522328596949 https://twitter.com/i/web/status/2016604522328596949"  
[X Link](https://x.com/AtlasShrug1/status/2016604522328596949)  2026-01-28T20:09Z [---] followers, 11.4K engagements


"@x_times_1 Best thing would be if Accelsius went public with a couple billion dollar market cap and $INV could do a tax free spin of the shares to holders. Then boom boom time"  
[X Link](https://x.com/AtlasShrug1/status/2016643419561472018)  2026-01-28T22:43Z [---] followers, [---] engagements


"@dayetweets @DiscountedTr @Cole_Smead What in the world. This has taken a bizarre turn. She goes foe the bad boyz 🤣🤣🤣"  
[X Link](https://x.com/AtlasShrug1/status/2016651082932298238)  2026-01-28T23:14Z [---] followers, [--] engagements


"@JC_ParetsX I understand that but what I am saying is that we know how Trumo behaves if this turns out to be a nothingburger like the tariffs then we can surmise many leading components of the $XLF will snap back. We know in this case why the ETF has been heading south its basic math"  
[X Link](https://x.com/AtlasShrug1/status/2016651667022692471)  2026-01-28T23:16Z [---] followers, [--] engagements


"@AmericanWest_ How about management and the Board show some confidence in this thing with open market purchases. Nothing says this is undervalued as much as leadership putting their money where their mouth is"  
[X Link](https://x.com/AtlasShrug1/status/2016660255292150061)  2026-01-28T23:50Z [---] followers, [--] engagements


"@MPMaterials Omg even $MP laughing at Tony. $MP saying Reuters report is wrong and nothing has changed for them. Then they take this classic jab at Tony 🤣🤣🤣"  
[X Link](https://x.com/AtlasShrug1/status/2016669513022873904)  2026-01-29T00:27Z [---] followers, [----] engagements


"@RyRyRhino99 @MPMaterials $MP is my new favorite companyhahahahahaha"  
[X Link](https://x.com/AtlasShrug1/status/2016671231420854583)  2026-01-29T00:34Z [---] followers, [--] engagements


"@RyRyRhino99 @MPMaterials $MP basically saying Tony has vaporware. Brutal lol. 😆"  
[X Link](https://x.com/AtlasShrug1/status/2016673809684734295)  2026-01-29T00:44Z [---] followers, [--] engagements


"@MPMaterials Guess we now know why $MP doesnt have an offtake agreement or probably even want one for Tanbreez. But the Romanians are all over it ans the Saudis. U literally cant make this stuff up"  
[X Link](https://x.com/AtlasShrug1/status/2016676045496181002)  2026-01-29T00:53Z [---] followers, [---] engagements


"@cekdrew @MPMaterials $MP dropped the 🎤"  
[X Link](https://x.com/AtlasShrug1/status/2016676822365188359)  2026-01-29T00:56Z [---] followers, [---] engagements


"@cekdrew @MPMaterials Omg $MP just liked my post. This is comedy gold"  
[X Link](https://x.com/AtlasShrug1/status/2016680693380546626)  2026-01-29T01:12Z [---] followers, [---] engagements


"What was retarded was getting short to the wazoo to the point he had no exit and then revealing to the world that he was in that situation with said power point inviting Uncle Carl to squeeeeze him. Ofc Carl then got the beat down from Hindenburg so things always seem to come full circle. Karma is real. https://twitter.com/i/web/status/2016879824514568569 https://twitter.com/i/web/status/2016879824514568569"  
[X Link](https://x.com/AtlasShrug1/status/2016879824514568569)  2026-01-29T14:23Z [---] followers, [--] engagements


"@DiscountedTr @chrismoon2040 Shorting can help dull portfolio volatility but in my entire career never met anyone who successfully and consistently generated alpha from shorting. Too many variables you cant handicap"  
[X Link](https://x.com/AtlasShrug1/status/2016880263515488759)  2026-01-29T14:25Z [---] followers, [--] engagements


"@DeepInference $VELO is in a tough business and has blue chip customers like $MNTS lolpass"  
[X Link](https://x.com/AtlasShrug1/status/2016984417068093544)  2026-01-29T21:18Z [---] followers, [---] engagements


"@JC_ParetsX @biancoresearch $MSTR isnt that far from being under water all time bc they bought more $ at higher and higher prices skewing the avg. Their cost is slightly over $76Kwill we take out that level JC"  
[X Link](https://x.com/AtlasShrug1/status/2016985205274296352)  2026-01-29T21:22Z [---] followers, [---] engagements


"@aleabitoreddit MU down SNDK gave back all its gainsif that thing cant move on that kind of beat what gives you confidence that beats will be rewardedonly META has been so far"  
[X Link](https://x.com/AtlasShrug1/status/2017329406688047580)  2026-01-30T20:09Z [---] followers, [---] engagements


"Fundamentally why are u so bullish Cant be the How Mine that only has a risked NPV of $285MM. So it has to be Mazowe and even more so Redwing w/ combined $7B risked NPV. That is a crazy # and if these turn out to be feasible projects ehich the market clearly doubts you get close to $40 NAV/share in an uber optimistic scenario"  
[X Link](https://x.com/AtlasShrug1/status/2017346498250555644)  2026-01-30T21:17Z [---] followers, [---] engagements


"Past [--] cycles BTC bear market saw it decline by 71% after end of 2021/early [----] peak abd by about 82% peak to trough in the post December [----] peak bear market. To not consider th possibility it could go back to 35-40K is borderline malpractice. Needs to hold 74k or it gonna get really nasty. https://twitter.com/i/web/status/2017650515341881479 https://twitter.com/i/web/status/2017650515341881479"  
[X Link](https://x.com/AtlasShrug1/status/2017650515341881479)  2026-01-31T17:25Z [---] followers, [---] engagements


"People acting like there is w choice. There ie no choice. With this much debt inflating your way out by printing more money is the only option unless you want a 1930s style or 1990s style (Japan) deflationary depression. And I can guarantee 💯 no Fed Chair or politician is gonna choose that path. Thats why they overstimulated during Covid they feared 20% unemployment. But sure if people want to fantasize that Warsh is gonna be Ron Paul go ahead and let them lol. https://twitter.com/i/web/status/2018062143665361261 https://twitter.com/i/web/status/2018062143665361261"  
[X Link](https://x.com/AtlasShrug1/status/2018062143665361261)  2026-02-01T20:41Z [---] followers, [--] engagements


"@RJCcapital The action from $SNDK role u everything u need to know. Everyone had already priced in higher memory from the supply shortage easy money in that trade has been made. Next"  
[X Link](https://x.com/AtlasShrug1/status/2018068116207505567)  2026-02-01T21:05Z [---] followers, [---] engagements


"@kermankohli @RJCcapital I dont think it is a good risk/reward anymore no. I think everyone knows $MU can earn $40 but wont pay a multiple for it bc they also know it isnt sustainable. $SNDK same story. Great run though ai dont stick around for the last bites of the sandwich. Good luck though"  
[X Link](https://x.com/AtlasShrug1/status/2018083039989911598)  2026-02-01T22:04Z [---] followers, [---] engagements


"@kermankohli @RJCcapital I dont care about the earnings I care about the markets reaction to the earnings. U do u I no longer find these commodity chip names attractive"  
[X Link](https://x.com/AtlasShrug1/status/2018085151259918653)  2026-02-01T22:12Z [---] followers, [--] engagements


"You dont get it. DRAM and NAND are no different than any commodity and if you know anything about trading commodities Rule #1 is you buy them when earnings are depressed and they look expensive and sell them when earnings are at unsustainable levels an the stocks look cheap at 10x earnings. Ive only been doing this for [--] years though. https://twitter.com/i/web/status/2018086932274725262 https://twitter.com/i/web/status/2018086932274725262"  
[X Link](https://x.com/AtlasShrug1/status/2018086932274725262)  2026-02-01T22:19Z [---] followers, [--] engagements


"I have no idea who RJC is nor do I care. What I do notice on X is a lot of young ppl piled into the same stocks and mistaking genius for a bull market. I was that way too back in the mid/late 90s. Id be hard pressed to listen to anyone who didnt manage money to through the [----] crash or the GFC. Posting great #s by being levered long high beta names in a bull tape isnt particularly impressive. Unfortunately most ppl dont learn the importance of capital preservation until later in life. Keeping the money you make is much harder than making it. Gotta run have a wonderful week."  
[X Link](https://x.com/AtlasShrug1/status/2018088940553540008)  2026-02-01T22:27Z [---] followers, [--] engagements


"@aleabitoreddit The easy money has been made in memory stocks imo. The action in $SNDK on Friday was very bearish. Massive earnings upside like $40/sh for $MU already consensus and baked in"  
[X Link](https://x.com/AtlasShrug1/status/2018104713720242325)  2026-02-01T23:30Z [---] followers, [----] engagements


"@yieldsearcher If anything this is disinflation not deflation. The difference is important. Deflation means price level is actually going down. What you are saying is a decline in the rate of inflation"  
[X Link](https://x.com/AtlasShrug1/status/2018159249700868469)  2026-02-02T03:07Z [---] followers, [---] engagements


"@SharkChart This is outstanding work for someone who just graduated w/ an undergrad business degree [---] yrs ago. Hopefully you will find a job in the investment management industry as that seems to be your passionif. Ot maybe the drone industry lol"  
[X Link](https://x.com/AtlasShrug1/status/2018493182883815522)  2026-02-03T01:14Z [---] followers, [----] engagements


"@cekdrew Too bad AREC only owns 19% of ReElement if they still owned 100% they could have spun it out. That would have made for a great stock"  
[X Link](https://x.com/AtlasShrug1/status/2018814965541658693)  2026-02-03T22:32Z [---] followers, [---] engagements


"@hiteshkar A Vietnamese guy running a solar company selling shit to Ethiopia. What could possibly go wrong"  
[X Link](https://x.com/AtlasShrug1/status/2018858272451911764)  2026-02-04T01:24Z [---] followers, [---] engagements


"@stonksamiam Any new insights into $INVjust seems like a steal at $3. Hard to fathom why it goes down daily"  
[X Link](https://x.com/AtlasShrug1/status/2019132164772884932)  2026-02-04T19:33Z [---] followers, [---] engagements


"@Capital_Ascent This is gonna beast when they start announcing deals imo. Short interest could propel it to levels many cant even conceive of rn. #orbitalcompute"  
[X Link](https://x.com/AtlasShrug1/status/2019142184101159119)  2026-02-04T20:13Z [---] followers, [--] engagements


"BTC is a different situation this time around and should have nothing to do w/ the metalsBTC has several fundamental issues right now that could pose existential risk to it: 1) Quantum Computing 2) Gold and any commodity can and now are being tokenized and so why do you need BTC to serve as digital gold when you can have actual gold trading on chain. 3) Stablecoins are cannibalizing some of the use cases investors had hopes BTC would fulfill beyond just being digital gold. 4) Youve for levered treasury companies like MSTR that may come under financial distress and have ro sell BTC at the"  
[X Link](https://x.com/AtlasShrug1/status/2019417535603466435)  2026-02-05T14:27Z [---] followers, [----] engagements


"The age of a treacherous falling dollar Those holding American assets will have to get used to it This is what the cover sayseveryone bearish the USD. It actually isnt that weak if you zoom out by historical standards its kind of right in the middle to slightly strong rn if u take out the Reagan spike. The dollar isnt weak vs other fiat but over time it always weakens against hard assets. And with the debt we have now deflation isnt an option so u better believe that if we get another dislocation in fixed income that CNBC will run their Markets In Turmoil special and QE will be back in a big"  
[X Link](https://x.com/AtlasShrug1/status/2019556608871702934)  2026-02-05T23:39Z [---] followers, [---] engagements


"@firasmodad Dont forget Ronald Lauder Kevin Warshs father-in-lawTrump gave him the rights to mine Ukraines vast lithium reserves even though those rights technically belonged to an ASX listed shitco. Money makes the world go round. A tale as old as time"  
[X Link](https://x.com/AtlasShrug1/status/2019753272370733104)  2026-02-06T12:41Z [---] followers, [----] engagements


"Dude all you have to do is look at his actions at $EUR. He pretends he gonna do a big buyback then issues a ton of new shares to buy some titanium asset when he had a crapload of cash on the b/s and his stock trades at 25% of NAV. He strikes me as a maverick who got lucky and lacks any sort of financial discipline and I know others in the rare earth space that feel the same way. And his track record speaks for itself. Good luck though. https://twitter.com/i/web/status/2019813967883886684 https://twitter.com/i/web/status/2019813967883886684"  
[X Link](https://x.com/AtlasShrug1/status/2019813967883886684)  2026-02-06T16:42Z [---] followers, [--] engagements


"CRML is not and should not be a capital return story. EUR a totally different situation and could have been huge w/ massive share repo or spinning out CRML shares but he prefers to buy shiny new objects. Thats just who the guy isis think hed be focusing on Tanbreez but instead he goes off and buys xopper powder from a Swiss family office lol. I cant take him seriously. 🤡 https://twitter.com/i/web/status/2019819922524893234 https://twitter.com/i/web/status/2019819922524893234"  
[X Link](https://x.com/AtlasShrug1/status/2019819922524893234)  2026-02-06T17:06Z [---] followers, [--] engagements


"So this graphene technology is so promising that the company has a CEO with a track record of doing what I see nothing of any significance on her resume she seems wholly unqualified to be the CEO of anything in my opinion. Additionally where are the definitive agreements with real paying blue-chip customers and the revenues Ummmyeah. The only customer announcements Ive seen are from businesses that upon further examination look sketchier than Hydrograph itself. Youd think if this had anything close to the kind of potential you are hyping 3M or some other conglomerate would have bought the"  
[X Link](https://x.com/AtlasShrug1/status/2020307396560613394)  2026-02-08T01:23Z [---] followers, [---] engagements


"@Mike__421 Do they sell into Ethiopia"  
[X Link](https://x.com/AtlasShrug1/status/2020363318599291184)  2026-02-08T05:05Z [---] followers, [--] engagements


"@aleabitoreddit @adenois Any view on $MTRN here"  
[X Link](https://x.com/AtlasShrug1/status/2016512435943776459)  2026-01-28T14:03Z [---] followers, [--] engagements


"@realTimHack $RUBI"  
[X Link](https://x.com/AtlasShrug1/status/2017205259915923817)  2026-01-30T11:56Z [---] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing