# ![@SPENFRMTHEBLOCK Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::554464129.png) @SPENFRMTHEBLOCK SPENFROMTHEBLOCK

SPENFROMTHEBLOCK posts on X about $almu, ai, $krknf, $pngv the most. They currently have [---] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::554464129/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::554464129/c:line/m:interactions.svg)

- [--] Week [-----] +70%
- [--] Month [------] +8.70%
- [--] Months [------] +2,833%
- [--] Year [------] -87%

### Mentions: [--] [#](/creator/twitter::554464129/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::554464129/c:line/m:posts_active.svg)

- [--] Month [--] -73%
- [--] Months [--] +200%
- [--] Year [--] +600%

### Followers: [---] [#](/creator/twitter::554464129/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::554464129/c:line/m:followers.svg)

- [--] Week [---] +0.65%
- [--] Month [---] +5.80%
- [--] Months [---] +31%
- [--] Year [---] +31%

### CreatorRank: [---------] [#](/creator/twitter::554464129/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::554464129/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [celebrities](/list/celebrities)  [musicians](/list/musicians)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[$almu](/topic/$almu) #12, [ai](/topic/ai), [$krknf](/topic/$krknf), [$pngv](/topic/$pngv), [company](/topic/company), [$sndk](/topic/$sndk), [ceo](/topic/ceo), [burn](/topic/burn), [if you](/topic/if-you), [$asts](/topic/$asts)

**Top accounts mentioned or mentioned by**
[@himshouse](/creator/undefined) [@spacedeath](/creator/undefined) [@photoncap](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@billackman](/creator/undefined) [@zephyrz9](/creator/undefined) [@jukan05](/creator/undefined) [@stockwellsstock](/creator/undefined) [@hancxck](/creator/undefined) [@epardes3](/creator/undefined) [@pdhxvk8bmr](/creator/undefined) [@jeremygobert](/creator/undefined) [@grok](/creator/undefined) [@mrcagr5yr](/creator/undefined) [@pivotalcapital](/creator/undefined) [@andrewdudum](/creator/undefined) [@novonordisk](/creator/undefined) [@dividenddudex](/creator/undefined) [@retailmourinho](/creator/undefined) [@mrderivatives](/creator/undefined)

**Top assets mentioned**
[Sandisk Corporation (SNDK)](/topic/$sndk) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Equity Residential (EQR)](/topic/$eqr) [Iris Energy Limited (IREN)](/topic/$iren) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Intel Corporation (INTC)](/topic/$intc) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Eli Lilly and Company (LLY)](/topic/eli-lilly) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Micron Technology, Inc. (MU)](/topic/$mu)
### Top Social Posts
Top posts by engagements in the last [--] hours

"0NE LAST RiDE iN S0L0Q FR34K SZN"  
[X Link](https://x.com/SPENFRMTHEBLOCK/status/1725841718795280398)  2023-11-18T11:41Z [---] followers, [---] engagements


"GO WATCH I BEG U PLS"  
[X Link](https://x.com/SPENFRMTHEBLOCK/status/1725841764752253205)  2023-11-18T11:41Z [---] followers, [--] engagements


"Woke up to insane amounts of drama so ill be logging on Elden Ring and reading none of it 👍"  
[X Link](https://x.com/SPENFRMTHEBLOCK/status/1804392034725155281)  2024-06-22T05:52Z [---] followers, [--] engagements


"any good single players"  
[X Link](https://x.com/SPENFRMTHEBLOCK/status/1813639352909771111)  2024-07-17T18:18Z [---] followers, [---] engagements


"yo this shit looks so inasne huge upgrade @HANCXCK is just yapping"  
[X Link](https://x.com/SPENFRMTHEBLOCK/status/1861508387592122600)  2024-11-26T20:32Z [---] followers, 204.2K engagements


"nick fuentes joined L9"  
[X Link](https://x.com/SPENFRMTHEBLOCK/status/1874453552346849297)  2025-01-01T13:52Z [---] followers, [---] engagements


"@epardes3 u are tweeting like kanye west"  
[X Link](https://x.com/SPENFRMTHEBLOCK/status/1914811788916359532)  2025-04-22T22:41Z [---] followers, [---] engagements


"H A L T T H E M A R K E T"  
[X Link](https://x.com/SPENFRMTHEBLOCK/status/1932829804534911461)  2025-06-11T15:58Z [---] followers, [--] engagements


"@pdhxvk8bmr @JeremyGobert @himshouse I heard you have a really good dd about Kraken Robotics can I read it please"  
[X Link](https://x.com/SPENFRMTHEBLOCK/status/1946261661003718844)  2025-07-18T17:31Z [---] followers, [--] engagements


"@grok @MrCAGR5yr @himshouse What % do Novo and Eli lilly fund"  
[X Link](https://x.com/SPENFRMTHEBLOCK/status/1948791889047814360)  2025-07-25T17:06Z [---] followers, [--] engagements


"@Pivotal_Capital Youre such a engagement farming downer its got nothing to do with HIMS"  
[X Link](https://x.com/SPENFRMTHEBLOCK/status/1948855709874921762)  2025-07-25T21:19Z [---] followers, [---] engagements


"@AndrewDudum @novonordisk havent checked ur ticker in a while hows it going"  
[X Link](https://x.com/SPENFRMTHEBLOCK/status/1950217384830095537)  2025-07-29T15:30Z [---] followers, [--] engagements


"Ready for monday open $IREN $NBIS $KRKNF $PNG.V"  
[X Link](https://x.com/SPENFRMTHEBLOCK/status/1974935036685361172)  2025-10-05T20:29Z [---] followers, [---] engagements


"$IREN Public service announcement"  
[X Link](https://x.com/SPENFRMTHEBLOCK/status/1976656270477463650)  2025-10-10T14:29Z [---] followers, [---] engagements


"Keep sidelining the next [--] bagger you fucking retards $PNG.V $KRKNF"  
[X Link](https://x.com/SPENFRMTHEBLOCK/status/1975467433973719254)  2025-10-07T07:45Z [---] followers, [----] engagements


"THANK YOU $KRKNF $PNG.V"  
[X Link](https://x.com/SPENFRMTHEBLOCK/status/1975545251197788383)  2025-10-07T12:54Z [---] followers, [----] engagements


"$KRKNF $PNG.V Another 5% day. How many more days will the sidelining continute"  
[X Link](https://x.com/SPENFRMTHEBLOCK/status/1975960314526265691)  2025-10-08T16:23Z [---] followers, [---] engagements


"@DividendDude_X Hi dividend dude love your content have you looked into kraken robotics $PNG.V $KRKNF i know you are a great value investor so youd love this"  
[X Link](https://x.com/SPENFRMTHEBLOCK/status/1975994480382668833)  2025-10-08T18:39Z [---] followers, [---] engagements


"How many more days willst thou sideline $KRKNF $PNG.V"  
[X Link](https://x.com/SPENFRMTHEBLOCK/status/1976191231240626545)  2025-10-09T07:41Z [---] followers, [---] engagements


"$KRKNF $PNG.V is market down"  
[X Link](https://x.com/BULLOFBRITAIN/status/1981072738409468130)  2025-10-22T18:58Z [---] followers, [----] engagements


"We've had multiple green spy days with 80% of index being red while the other 20% are cycling around 100bil dollars to inflate each others value looks abit cooked $SPY"  
[X Link](https://x.com/BULLOFBRITAIN/status/1985431496065204663)  2025-11-03T19:38Z [---] followers, [---] engagements


"@retail_mourinho @Mr_Derivatives Taking our Porto-folios to a champions league win"  
[X Link](https://x.com/BULLOFBRITAIN/status/1993707597917261882)  2025-11-26T15:45Z [---] followers, [--] engagements


"Indium Phosphine - The first major spike occurred in late March during Nvidias GTC [----] Jensen Huang officially unveiled Nvidias first co-packaged silicon photonic system at [---] Tbps"  
[X Link](https://x.com/BULLOFBRITAIN/status/2010285031357288728)  2026-01-11T09:37Z [---] followers, [---] engagements


"This was the first public indicator that the copper wall was failing. When the CEO of the biggest company on earth announces a pivot from copper to silicon based photonic systems. The market listens"  
[X Link](https://x.com/BULLOFBRITAIN/status/2010285032984793321)  2026-01-11T09:37Z [---] followers, [---] engagements


"August [----] - The market realized the "backlog" was moving from speculative to massive revenue. When the big [--] memory makers reported q2 and all had absolute blowouts"  
[X Link](https://x.com/BULLOFBRITAIN/status/2010285034595332559)  2026-01-11T09:37Z [---] followers, [---] engagements


"Lastly the finally rally was when MOFCOM opened up the Gallium window (98% market share) germanium and antimony for exporting globally"  
[X Link](https://x.com/BULLOFBRITAIN/status/2010285036378235001)  2026-01-11T09:37Z [---] followers, [---] engagements


"This lead to companies like $SMTOY and $AXTI with ugly fundamentals and opaque geopolitical risks. To fall into a major role of the AI stack. Premium selling to hyperscalers. Indium prices just hit [----] CNY/Kg ($824/kg) on January [--] 2026a 39% surge in just the last [--] days"  
[X Link](https://x.com/BULLOFBRITAIN/status/2010285037988499720)  2026-01-11T09:37Z [---] followers, [---] engagements


"As proven recently geo-political policies such as MOFCOM announcing a blanket prohibition on the export of all "dual-use items" - have completly blocked $SMTOY from the race. Generating an even biggest bottleneck"  
[X Link](https://x.com/BULLOFBRITAIN/status/2010285039662059538)  2026-01-11T09:37Z [---] followers, [---] engagements


"Now we get to $ALMU. With the copperwall getting worse and worse every year. The only option the Ai stack has to combat this is to out-engineer it. This is where Silicon-based quantum dotting wafers come into play"  
[X Link](https://x.com/BULLOFBRITAIN/status/2010285041260138684)  2026-01-11T09:37Z [---] followers, [---] engagements


"The Trump 'America First' mandate has evolved into Sovereign Equity. To move AI production to U.S. soil By buying 10% stakes in critical players like Intel the government ensures 'loyalty' to the domestic supply chain through direct board-level influence"  
[X Link](https://x.com/BULLOFBRITAIN/status/2010285043030347924)  2026-01-11T09:37Z [---] followers, [---] engagements


"$ALMU - recently spoke of creating an entirely US-based pipeline with Tier [--] and [--] suppliers they are in talks with that will package and manufacture their 300mm silicon-based quantum dotted wafer"  
[X Link](https://x.com/BULLOFBRITAIN/status/2010285044888465493)  2026-01-11T09:37Z [---] followers, [---] engagements


"While $AXTI and $SMTOY are "Geopolitical Hostages" $ALMU is building the bypass. By growing Quantum Dots directly on 300mm American silicon they aren't just out-engineering copperthey are out-engineering the trade war"  
[X Link](https://x.com/BULLOFBRITAIN/status/2010285046834557093)  2026-01-11T09:37Z [---] followers, [---] engagements


"We are at the inflection point. $ALMU is moving from 'PhD science' to '300mm mass manufacturing.' In a world where light is the only way to break the AI wall owning the patent on the US-based light source is the ultimate arbitrage. Own the bottleneck"  
[X Link](https://x.com/BULLOFBRITAIN/status/2010285048709493000)  2026-01-11T09:37Z [---] followers, [---] engagements


"$ALMU - [--] new job openings currently on their website. Based on employee count they have [--] full-time employees. This increases their full-time output by 75% in a single quarter. While also increasing their outsourced wafer fabrication activities by nearly 5x"  
[X Link](https://x.com/BULLOFBRITAIN/status/2011552106692690353)  2026-01-14T21:32Z [---] followers, [----] engagements


"One last $ALMU post before hibernation. Everyone's focused on rare earths when they talk Greenland. But there's a more immediate semiconductor story hiding in plain sight. China controls the compound semiconductor supply chain through critical materials: Indium: 60% of global production Gallium: 80% of global production Germanium: 60% of global production In February [----] China added indium phosphide to its export control list. Every InP substrate leaving China now requires a government permit. The chokepoint is real. Traditional InGaAs photodetectors are indium hogs. A single 4-inch InP"  
[X Link](https://x.com/BULLOFBRITAIN/status/2011862835064963186)  2026-01-15T18:07Z [---] followers, [----] engagements


"$ALMU - message to the tutes + bears. $38M cash zero debt and 10+ years of runway at current burn The sell-off is not only irrational its mathematically stupid. NASA DARPA Navy contracts. 5x revenue growth. Capital-light fab model. Only burned $1.1M in operating cash all of FY2025. Compound semiconductors are the backbone of AI optical interconnects and quantum photonics. Panic sellers don't understand what they're selling. Best part Even if the entire AI trade unwinds their defense aerospace quantum and mobile sensing markets don't care. The TAM exists with or without the AI hype. Stop"  
[X Link](https://x.com/anyuser/status/2019475294424359194)  2026-02-05T18:16Z [---] followers, [----] engagements


"@MktInsight7777 Yes its a much cheaper and easily accesible substance compared the the finitiy of Copper"  
[X Link](https://x.com/BULLOFBRITAIN/status/2010364972346605679)  2026-01-11T14:55Z [---] followers, [--] engagements


"🧵ABF Substrate Investment Thesis based on - $INTC announcing supplier shortages Intel's Q1 guidance came in weak. CEO Lip-Bu Tan blamed "supply constraints" and yields below expectations. But dig into the earnings call and you find something interesting: this isn't just an Intel problem. It's an industry-wide shortage of ABF substrates. Every high-performance chip needs one CPUs GPUs AI accelerators. No ABF substrate = no chip packaging = no product to sell. The supply chain is hilariously concentrated. The raw ABF film Near-monopoly by Ajinomoto (yes the MSG company). The substrate"  
[X Link](https://x.com/anyuser/status/2014459615212089465)  2026-01-22T22:06Z [---] followers, [---] engagements


"@jimcx0 5N will probably have a parabolic run from here based on the Indium / Gallium pricings coming out from China + the 100% memory premiums being sold from $MU $SNDK at the minute. A lot of people sleeping on this company"  
[X Link](https://x.com/BULLOFBRITAIN/status/2017221147100655929)  2026-01-30T12:59Z [---] followers, [---] engagements


"I see alot of people holding a massive grudge with the myth that "it's gone up alot it has to retrace" If you faded $PLTR $SNDK $ASTS - you are only missing gains to save face that you don't know that price action doesnt =/= intrinsic value"  
[X Link](https://x.com/anyuser/status/2017625358518870386)  2026-01-31T15:45Z [---] followers, [---] engagements


"First $VNP $VNP.TO post 5N Plus: The Space Solar Cell Play You're Sleeping On 5N Plus just announced another 25% capacity expansion for space solar cells in [----] on top of +35% (2024) and +30% (2025). That's 115% total capacity growth in [--] years. Why it matters NOW: SpaceX just filed for [--] MILLION satellites orbital data centers powered by solar. They're targeting a $1.5T IPO mid [----] and need to manufacture satellites at unprecedented scale. 9500+ Starlink satellites already in orbit and Musk wants 40000+. Every single one needs solar cells. 5N Plus's subsidiary AZUR SPACE is the global"  
[X Link](https://x.com/anyuser/status/2018405922012614805)  2026-02-02T19:27Z [---] followers, [----] engagements


"@space__death_ The materials segment supplies upstream regardless of which cell tech wins downstream. Germanium substrates gallium specialty metals. They're picks and shovels for the whole space solar buildout doesn't require picking the downstream winner"  
[X Link](https://x.com/BULLOFBRITAIN/status/2018576916060463304)  2026-02-03T06:46Z [---] followers, [--] engagements


"@space__death_ The 5N thesis is really AZUR's III-V dominance in high-reliability missions (NASA ESA defense) where weight matters less than performance plus the critical minerals diversification. SpaceX angle was more sector tailwind than direct revenue driver. Appreciate the feedback"  
[X Link](https://x.com/BULLOFBRITAIN/status/2018706700396638533)  2026-02-03T15:22Z [---] followers, [--] engagements


"Anthropic legal AI tool software disruption fear ADBE/software names dump AI is a threat narrative takes hold generalists sell the whole AI theme high beta unwind begins systematic/quant funds sell momentum factor liquidity gets pulled from speculative growth across the board NVDA ASTS memecoins anything with a high beta profile gets hit Google/Meta increase raw capex by ridiculous amounts and we get Ai pipeline sell off. Thank you for the discount I guess. https://twitter.com/i/web/status/2019306060553593337 https://twitter.com/i/web/status/2019306060553593337"  
[X Link](https://x.com/anyuser/status/2019306060553593337)  2026-02-05T07:04Z [---] followers, [---] engagements


"@PhotonCap @aleabitoreddit @BillAckman @zephyr_z9 @jukan05"  
[X Link](https://x.com/anyuser/status/2021288217962741891)  2026-02-10T18:20Z [---] followers, [---] engagements


"@StockwellsStock Ah yeah. I forgot about the offering. They closed Q1 with $38M in cash and no debt after a $23M raise their runway is extremely good for commercialisation. So I expect it was to frontrun this output and more likely something big is said on ER"  
[X Link](https://x.com/BULLOFBRITAIN/status/2021300391921570099)  2026-02-10T19:09Z [---] followers, [--] engagements


"If you have real conviction. You shouldn't even know stocks are down today. You should know in [--] years where your company will be regardless of fud"  
[X Link](https://x.com/anyuser/status/2019127244338393567)  2026-02-04T19:13Z [---] followers, [---] engagements


"$ALMU Adj. EPS: $(0.04) Vs. Est: $(0.05) Revenue Sales: $1.30M Vs. Est: $1.40M "RFSUNY contract to integrate quantum dot lasers into the AIM Photonics 300mm silicon photonics platform" "The second quarter marked another big step forward for Aeluma as we gear up for commercialization" We ramped engagements across our target markets and increased visibility at a major industry conference. We are experiencing growing and sustained interest in Aeluma as our technology takes shape and market demand increases across mobile data centers and defense. "Delighted with the performance quality and yield"  
[X Link](https://x.com/anyuser/status/2021701990435176935)  2026-02-11T21:44Z [---] followers, [----] engagements


"Solid read. I wrote some $ALMU posts on the subject matter of employee scale in relation to next earnings. In my opinion its a non-verbal sign they already have an end-customer ready. They just need to prove real world testing. Which will hopefully be discussed on next ER. CEO also stated they had a foundry to be announced in "few months time" but its been [--] months. So I can only imagine it will be soon. https://x.com/BULLOFBRITAIN/status/2011552106692690353s=20 https://x.com/BULLOFBRITAIN/status/2011552106692690353s=20"  
[X Link](https://x.com/BULLOFBRITAIN/status/2019149631641514295)  2026-02-04T20:42Z [---] followers, [---] engagements


"You're a delusional low iq retarded spam bot cranking out [--] AI-slop posts a day about a company you clearly don't understand. Zero position proof zero track record just endless copypasted FUD from a burner account nobody even sees because you're shadowbanned. You're either desperately trying to accumulate shares or running some pathetic short campaign but either way you're transparent as fuck. The InP supply chain doesn't care about your Twitter meltdown hyperscalers don't care about your conspiracy theories and the acquisition thesis you're terrified of doesn't need your permission to play"  
[X Link](https://x.com/BULLOFBRITAIN/status/2019851864653599064)  2026-02-06T19:13Z [---] followers, [---] engagements


"The only positions i'm in are $ALMU $VNP $KRKNF $ASTS $TE $SNDK and $EQR All aligned with the AI build-out and tech distruptions"  
[X Link](https://x.com/anyuser/status/2021301694085124408)  2026-02-10T19:14Z [---] followers, [---] engagements


"$ALMU - Recent news and earnings prediction Bouchaib Nessar is a serious commercial operator not a lab guy. His track record at SCD transforming a niche imaging sensor supplier into one of the largest US infrared sensor suppliers for defense is exactly the kind of execution $ALMU needs to bridge the gap between technology and revenue. The Lumentum pedigree in high-speed receivers and Princeton Lightwave experience in lasers and quantum sensors maps almost perfectly onto ALMU's target markets. Klamkin: "Aeluma has seen an increase in requests for pricing and quotation and has begun taking"  
[X Link](https://x.com/anyuser/status/2021281852376432791)  2026-02-10T17:55Z [---] followers, [----] engagements


"🧵 $ALMU - The 300mm Sovereign Arbitrage"  
[X Link](https://x.com/BULLOFBRITAIN/status/2010285029575078206)  2026-01-11T09:37Z [---] followers, [----] engagements


"$100.HK - up 25% today. Based on the Anthropic revalue and benchmarks. This could easily double or triple in the short term before a new ER of cash burn. Small chance they upgrade revenue via the retail sentiment ive been seeing. We shall see"  
[X Link](https://x.com/anyuser/status/2023287885680480661)  2026-02-16T06:46Z [---] followers, [--] engagements


"$100.HK - up 25% today. Based on the Anthropic revalue and benchmarks. This could easily double or triple in the short term before a new ER of cash burn. Small chance they upgrade revenue via the retail sentiment ive been seeing. We shall see"  
[X Link](https://x.com/anyuser/status/2023287885680480661)  2026-02-16T06:46Z [---] followers, [--] engagements


"$ALMU Adj. EPS: $(0.04) Vs. Est: $(0.05) Revenue Sales: $1.30M Vs. Est: $1.40M "RFSUNY contract to integrate quantum dot lasers into the AIM Photonics 300mm silicon photonics platform" "The second quarter marked another big step forward for Aeluma as we gear up for commercialization" We ramped engagements across our target markets and increased visibility at a major industry conference. We are experiencing growing and sustained interest in Aeluma as our technology takes shape and market demand increases across mobile data centers and defense. "Delighted with the performance quality and yield"  
[X Link](https://x.com/anyuser/status/2021701990435176935)  2026-02-11T21:44Z [---] followers, [----] engagements


"$EQR +19% today. Up 127% MTD. Tungsten premium pricing and bottlenecking will continue. This has been lagging on pricing for a while. Now the market is finally catching up"  
[X Link](https://x.com/anyuser/status/2021611964904964390)  2026-02-11T15:47Z [---] followers, [---] engagements


"The only positions i'm in are $ALMU $VNP $KRKNF $ASTS $TE $SNDK and $EQR All aligned with the AI build-out and tech distruptions"  
[X Link](https://x.com/anyuser/status/2021301694085124408)  2026-02-10T19:14Z [---] followers, [---] engagements


"$ALMU - Recent news and earnings prediction Bouchaib Nessar is a serious commercial operator not a lab guy. His track record at SCD transforming a niche imaging sensor supplier into one of the largest US infrared sensor suppliers for defense is exactly the kind of execution $ALMU needs to bridge the gap between technology and revenue. The Lumentum pedigree in high-speed receivers and Princeton Lightwave experience in lasers and quantum sensors maps almost perfectly onto ALMU's target markets. Klamkin: "Aeluma has seen an increase in requests for pricing and quotation and has begun taking"  
[X Link](https://x.com/anyuser/status/2021281852376432791)  2026-02-10T17:55Z [---] followers, [----] engagements


"@PhotonCap @aleabitoreddit @BillAckman @zephyr_z9 @jukan05"  
[X Link](https://x.com/anyuser/status/2021288217962741891)  2026-02-10T18:20Z [---] followers, [---] engagements


"Knowledge compounds even when capital doesn't. If you've survived a cycle and learned from it you're better positioned than someone starting with more money but less understanding. $SPY $BTC"  
[X Link](https://x.com/anyuser/status/2019801715281633445)  2026-02-06T15:53Z [---] followers, [---] engagements


"$ALMU - message to the tutes + bears. $38M cash zero debt and 10+ years of runway at current burn The sell-off is not only irrational its mathematically stupid. NASA DARPA Navy contracts. 5x revenue growth. Capital-light fab model. Only burned $1.1M in operating cash all of FY2025. Compound semiconductors are the backbone of AI optical interconnects and quantum photonics. Panic sellers don't understand what they're selling. Best part Even if the entire AI trade unwinds their defense aerospace quantum and mobile sensing markets don't care. The TAM exists with or without the AI hype. Stop"  
[X Link](https://x.com/anyuser/status/2019475294424359194)  2026-02-05T18:16Z [---] followers, [----] engagements


"Anthropic legal AI tool software disruption fear ADBE/software names dump AI is a threat narrative takes hold generalists sell the whole AI theme high beta unwind begins systematic/quant funds sell momentum factor liquidity gets pulled from speculative growth across the board NVDA ASTS memecoins anything with a high beta profile gets hit Google/Meta increase raw capex by ridiculous amounts and we get Ai pipeline sell off. Thank you for the discount I guess. https://twitter.com/i/web/status/2019306060553593337 https://twitter.com/i/web/status/2019306060553593337"  
[X Link](https://x.com/anyuser/status/2019306060553593337)  2026-02-05T07:04Z [---] followers, [---] engagements


"If you have real conviction. You shouldn't even know stocks are down today. You should know in [--] years where your company will be regardless of fud"  
[X Link](https://x.com/anyuser/status/2019127244338393567)  2026-02-04T19:13Z [---] followers, [---] engagements


"Saylor and Tom Lee getting killed by their shareholders in [----] will be a movie"  
[X Link](https://x.com/anyuser/status/2019104621453799472)  2026-02-04T17:43Z [---] followers, [---] engagements


"Will my 40% cash on the sidelines finally be mobilised"  
[X Link](https://x.com/anyuser/status/2019093913953341839)  2026-02-04T17:01Z [---] followers, [---] engagements


""welcome back diamond hands how was the moon""  
[X Link](https://x.com/anyuser/status/2018871387231076531)  2026-02-04T02:17Z 2M followers, 565.7K engagements


"I turned [--] today. So here are [--] evidence-based habits I use to maximize my cognitive performance: Sleep 7-8h/night same sleep/wake time daily 10g of creatine daily (two 5g doses w/ food) [--] min sunlight first thing in AM No caffeine after 3pm 90-120 min deep work blocks (AM PM) Drink 85oz of water daily (0.5oz/lb BW) Hydrate w/ electrolytes first thing in AM Phone out of sight/reach during work blocks High protein breakfast (30g+ eggs) 80%+ of diet = whole foods Walk [--] min after meals Lift 3x + cardio 2x/week (aim for zone 2) Eat 170g of protein/day (1g/lb BW) 2000mg Omega-3 (EPA/DHA)"  
[X Link](https://x.com/anyuser/status/2018790593040933228)  2026-02-03T20:55Z [----] followers, 12.2K engagements


"First $VNP $VNP.TO post 5N Plus: The Space Solar Cell Play You're Sleeping On 5N Plus just announced another 25% capacity expansion for space solar cells in [----] on top of +35% (2024) and +30% (2025). That's 115% total capacity growth in [--] years. Why it matters NOW: SpaceX just filed for [--] MILLION satellites orbital data centers powered by solar. They're targeting a $1.5T IPO mid [----] and need to manufacture satellites at unprecedented scale. 9500+ Starlink satellites already in orbit and Musk wants 40000+. Every single one needs solar cells. 5N Plus's subsidiary AZUR SPACE is the global"  
[X Link](https://x.com/anyuser/status/2018405922012614805)  2026-02-02T19:27Z [---] followers, [----] engagements


"I see alot of people holding a massive grudge with the myth that "it's gone up alot it has to retrace" If you faded $PLTR $SNDK $ASTS - you are only missing gains to save face that you don't know that price action doesnt =/= intrinsic value"  
[X Link](https://x.com/anyuser/status/2017625358518870386)  2026-01-31T15:45Z [---] followers, [---] engagements


"SEND THE MEMES"  
[X Link](https://x.com/anyuser/status/2015022471351525415)  2026-01-24T11:22Z [---] followers, [---] engagements


"There was never anything wrong with the trenches. Just unique narratives $PENGUIN to 100mil"  
[X Link](https://x.com/anyuser/status/2014678836466581719)  2026-01-23T12:37Z [---] followers, [---] engagements


"🧵ABF Substrate Investment Thesis based on - $INTC announcing supplier shortages Intel's Q1 guidance came in weak. CEO Lip-Bu Tan blamed "supply constraints" and yields below expectations. But dig into the earnings call and you find something interesting: this isn't just an Intel problem. It's an industry-wide shortage of ABF substrates. Every high-performance chip needs one CPUs GPUs AI accelerators. No ABF substrate = no chip packaging = no product to sell. The supply chain is hilariously concentrated. The raw ABF film Near-monopoly by Ajinomoto (yes the MSG company). The substrate"  
[X Link](https://x.com/anyuser/status/2014459615212089465)  2026-01-22T22:06Z [---] followers, [---] engagements

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