# ![@BlackPantherCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1195678013318451202.png) @BlackPantherCap Black Panther Capital

Black Panther Capital posts on X about $iren, $onds, $cifr, $te the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1195678013318451202/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1195678013318451202/c:line/m:interactions.svg)

- [--] Week [---------] -38%
- [--] Month [---------] +219%

### Mentions: [--] [#](/creator/twitter::1195678013318451202/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1195678013318451202/c:line/m:posts_active.svg)

- [--] Week [---] -14%
- [--] Month [---] +37%

### Followers: [------] [#](/creator/twitter::1195678013318451202/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1195678013318451202/c:line/m:followers.svg)

- [--] Week [------] +14%
- [--] Month [------] +184%

### CreatorRank: [------] [#](/creator/twitter::1195678013318451202/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1195678013318451202/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #1449 [finance](/list/finance)  23.46% [technology brands](/list/technology-brands)  11.17% [cryptocurrencies](/list/cryptocurrencies)  6.15% [financial services](/list/financial-services)  #246 [celebrities](/list/celebrities)  2.23% [countries](/list/countries)  1.68% [automotive brands](/list/automotive-brands)  1.68% [exchanges](/list/exchanges)  0.56%

**Social topic influence**
[$iren](/topic/$iren) #3, [$onds](/topic/$onds) #4, [$cifr](/topic/$cifr) #1, [$te](/topic/$te) #13, [$nbis](/topic/$nbis) #4, [$asts](/topic/$asts) #1, [$oss](/topic/$oss) #1, [$rklb](/topic/$rklb) #2, [ai](/topic/ai) 10.06%, [cifr](/topic/cifr) #6

**Top accounts mentioned or mentioned by**
[@caesarcapitalz](/creator/undefined) [@grok](/creator/undefined) [@wallstreet_dawg](/creator/undefined) [@kaizeninvestor](/creator/undefined) [@sjcapitalinvest](/creator/undefined) [@itschrisray](/creator/undefined) [@accountingds](/creator/undefined) [@oinvests](/creator/undefined) [@investingluc](/creator/undefined) [@stockstormx](/creator/undefined) [@smallcapsnipa](/creator/undefined) [@psinvestor](/creator/undefined) [@asyminvestor](/creator/undefined) [@ryansfinance](/creator/undefined) [@asym_investor](/creator/undefined) [@ckcapitalxx](/creator/undefined) [@mrneversell](/creator/undefined) [@investnorthwise](/creator/undefined) [@accounting_ds](/creator/undefined) [@pepinveststocks](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [ImmunityBio, Inc. Common Stock (IBRX)](/topic/$ibrx) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Planet Labs PBC (PL)](/topic/$pl) [Micron Technology, Inc. (MU)](/topic/$mu) [ZetaChain (ZETA)](/topic/$zeta) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Morgan Stanley (MS)](/topic/morgan-stanley) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Redwire Corporation (RDW)](/topic/$rdw) [TeraWulf Inc. (WULF)](/topic/$wulf) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [UiPath, Inc. (PATH)](/topic/$path) [RAI Finance (SOFI)](/topic/$sofi) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Metadium (META)](/topic/$meta) [Sandisk Corporation (SNDK)](/topic/$sndk) [Tesla, Inc. (TSLA)](/topic/$tsla) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Applied Digital Corp. (APLD)](/topic/$apld) [Blackstone, Inc. (BX)](/topic/blackstone-inc) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Bitcoin (BTC)](/topic/bitcoin) [Bloom Energy Corporation (BE)](/topic/$be) [Unusual Machines, Inc (UMAC)](/topic/$umac) [Voyager Technologies, Inc. (VOYG)](/topic/$voyg) [retard to retired (R/R)](/topic/$rr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$IREN is the purest power play for AI. Facts is that power plays will retire a lot of people before [----]. Jensen said we need MORE energy $IREN $CIFR $NBIS has it NOW"  
[X Link](https://x.com/BlackPantherCap/status/2008993838145425492)  2026-01-07T20:07Z 12.5K followers, 15K engagements


"👀 PRE-MARKET ACTIONS: Looking better than expected. Lets see what the day brings us and turn out. What do you expect today 🟢 $TE +206% 🟢 $IREN +022% 🟢 $NBIS +103% 🟢 $CIFR +006% 🟢 $ZETA +026% 🟢 $ASTS +095% 🟢 $ONDS +464% 🟢 $HOOD +022% 🟢 $GOOG +054% Overall Status: 🟢 https://twitter.com/i/web/status/2009567574422360427 https://twitter.com/i/web/status/2009567574422360427"  
[X Link](https://x.com/BlackPantherCap/status/2009567574422360427)  2026-01-09T10:07Z 13.3K followers, [----] engagements


"Most undervalued or highest potential in Small Cap right now Im seeing a lot of takes on different stocks. Lets create a list together. Dropem"  
[X Link](https://x.com/BlackPantherCap/status/2011749935742665039)  2026-01-15T10:38Z 13.2K followers, 20K engagements


"$IBRX Price Targets: $24.00 - D. Boral Capital $9.00 - Jefferies $7.00 - HC Wainwright Consensus show high forecast up to around $24 in broader analyst set. Average Target: $10.80 Potential upside: 56%"  
[X Link](https://x.com/BlackPantherCap/status/2014342183818588221)  2026-01-22T14:19Z 12.8K followers, [----] engagements


"👀10 REASONS TO KEEP AN EYE ON $TE: [--]. Elon Musk declares: Solar power will be the majority of power generation in the future. [--]. Executes first $160M sale of Section 45X tax credits for solar modules. [--]. Signs three-year supply contract with Treaty Oak Clean Energy for modules. [--]. Begins construction on 2.1GW Texas solar cell fab for domestic production. [--]. Completes $260M convertible notes and equity offering for growth funding. [--]. Analysts give Strong Buy consensus with 100% recommending it. [--]. High Price Targets reach $15 amid U.S. solar manufacturing boom. [--]. Revenue projected to surge"  
[X Link](https://x.com/BlackPantherCap/status/2014693773440110936)  2026-01-23T13:36Z 13.2K followers, 12.1K engagements


"🚨ImmunityBios Anktiva: A New FDA-Approved Immunotherapy for certain bladder cancer. They are also developing treatments that may reduce the need for strong chemo for blood cancer lung cancer brain cancer and more. Broader approvals may take time. Someone call the President and fast-track this. @DrPatrick leads development beyond typical biotech efforts. Most cancer medicines like chemotherapy work by poisoning fast-growing cells to kill the cancer. This also hurts healthy cells causing side effects like hair loss and weakness. Anktiva is different. It is an immunotherapy that wakes up your"  
[X Link](https://x.com/BlackPantherCap/status/2015070155135406222)  2026-01-24T14:32Z 12.6K followers, 41.1K engagements


"👀 Most mentioned asymmetric investments at the moment: Energy: $TE $BE $EOSE Technology: $OSS $LAES $UMAC $PATH $ZETA $POET B2C SaaS Provider: $SOFI $HIMS $OPEN Datacenter: $IREN $NBIS $CIFR $NUAI $WULF Defense: $ONDS $KRKNF $VOYG Space: $RKLB $ASTS $SATL $RDW $ASTI $PL Robotics $RR Note. This is not financial advice. Content is only for educational purposes. Turn on notifications 🔔 for alerts on new posts. https://twitter.com/i/web/status/2015534000732070131 https://twitter.com/i/web/status/2015534000732070131"  
[X Link](https://x.com/BlackPantherCap/status/2015534000732070131)  2026-01-25T21:15Z 12.3K followers, 16.8K engagements


"GENERATIONAL WEALTH SETUP: 30% $IREN 20% $ASTS 15% $ONDS 15% $KRKNF 10% $OSS 10% $TE Portfolios like this dont look smart early. They look obvious later. And yes we are still early. Bookmark it. Not financial advice"  
[X Link](https://x.com/BlackPantherCap/status/2015809454214951235)  2026-01-26T15:30Z 12.6K followers, 141.5K engagements


"$IBRX Price Targets: $24 - D. Boral (Jason Kolbert) $10 - HC Wainwright (recent raise) $9 - Jefferies Average Target: $11.40 Upside average target: 7680%. Upside on highest target $24: 272%"  
[X Link](https://x.com/BlackPantherCap/status/2015832915318313191)  2026-01-26T17:03Z 12.8K followers, 25.6K engagements


"Geopolitics isn't fading. It's accelerating and defense tech is the obviously 10X-play. With Arctic tensions and drone wars DoD budgets soar to $900B prioritizing autonomy. Its mission-critical hardware reshaping battles. Its not even a bold but obviously claim: Drones will dominate like EVs did transport. Key forces: Budget bonanza: Trump's focus adds $100B to unmanned systems. Tech leap: AI edges make drones smarter than pilots. Global risks: Ukraine proves swarms can defend/win wars. Stocks solving trillion-dollar bottlenecks: $AVAV Tactical UAVs for DoD contracts. $ONDS Drones with proven"  
[X Link](https://x.com/BlackPantherCap/status/2016175018867052666)  2026-01-27T15:42Z 11.7K followers, [----] engagements


"🚨$IREN LISTEN TO THIS: Daniel Roberts CEO of $IREN: [------] GPUs that will deliver around $500M in ARR. Thats LESS than 2% of our overall footprint. Now: Total secured power & land stands at 3GW. Contracted deals to date allocate 250MW representing: ONLY 8.6% of total footprint. Were not bullish enough. https://twitter.com/i/web/status/2016210117998379442 https://twitter.com/i/web/status/2016210117998379442"  
[X Link](https://x.com/BlackPantherCap/status/2016210117998379442)  2026-01-27T18:02Z 11.8K followers, 106.7K engagements


"@SmallCapSnipa I think a deal will come on earnings. Its almost written. Same earning date as well"  
[X Link](https://x.com/BlackPantherCap/status/2016216837583757387)  2026-01-27T18:28Z 11.8K followers, [----] engagements


"🚨$OSS is not an AI company. It is the hardware that lets AI exist where the cloud cannot. Most investors dont understand $OSS because they think AI = software. $OSS builds the physical brains that run AI in extreme environments where cloud computing fails. Jets. Ships. Tanks. Drones. Space. Hospitals. Thats the game. 1) What $OSS actually is $OSS (One Stop Systems) designs rugged high-performance computers and storage systems for AI at the edge. Meaning: They bring data-center-level computing power into harsh environments. Their products include rugged servers GPU accelerators storage arrays"  
[X Link](https://x.com/BlackPantherCap/status/2016574936316297591)  2026-01-28T18:11Z 12.6K followers, 30K engagements


"@Filthbombwolf Depending on platform. Not all provides it. A lot is waiting for it to land on $HOOD @vladtenev you should do something here. A lot want to trade $KRKNF / $PNG.V and stocks like it"  
[X Link](https://x.com/BlackPantherCap/status/2016807236383760385)  2026-01-29T09:34Z 12.2K followers, [---] engagements


"@investingluc Something is building up. Whats your favorite robotics play Luc Like top [--] or 3"  
[X Link](https://x.com/BlackPantherCap/status/2016874981175484603)  2026-01-29T14:04Z 12.5K followers, [---] engagements


"Wow. What did I miss Thought MAG7/AI earnings were good $TE $IBRX $OSS $IREN $NBIS $CIFR $ASTS $ONDS $KRKNF / $PNG.V"  
[X Link](https://x.com/BlackPantherCap/status/2016893746650939691)  2026-01-29T15:18Z 11.8K followers, 44.1K engagements


"Heres why market is RED 🔴 For my fellow $IREN $CIFR $NBIS $ASTS $ONDS $OSS $TE $IBRX $KRKNF investors"  
[X Link](https://x.com/BlackPantherCap/status/2016898141283381692)  2026-01-29T15:36Z 12.5K followers, 24.9K engagements


"🚨Trump to name Kevin Warsh Fed Chair: Warsh is a markets man. Get the overview: Background: Morgan Stanley M&A: VP/Executive Director 1995-2002. Special Assistant to President Bush for Economic Policy + Exec Sec National Economic Council 2002-2006. Fed Governor 2006-2011 (youngest ever at appointment) Navigated [----] crisis as Wall Street liaison + G20 rep). Why its good: Former Fed Governor: insider credibility crisis experience. Advocates steeper rate cuts now + regime change from Powells policy. Supports deregulation supply-side reforms productivity growth via tax cuts/tariffs. Hawkish on"  
[X Link](https://x.com/BlackPantherCap/status/2017183080176300408)  2026-01-30T10:28Z 12.6K followers, [----] engagements


"Donald Trump is old school. Oil. Cigars. Stock market. Deals. Warsh is previous Vice President at Morgan Stanley. Theyre both market mens and here to make money. Relax"  
[X Link](https://x.com/BlackPantherCap/status/2017187115969265687)  2026-01-30T10:44Z 12.6K followers, [----] engagements


"@amitisinvesting Nice. We are happy about that. Old VP Morgan Stanley. 100% a markets man"  
[X Link](https://x.com/BlackPantherCap/status/2017207577034043779)  2026-01-30T12:05Z 12.6K followers, [----] engagements


"🚨POTENTIAL DIP: A lot of noise lately. If a potential dip comes along look for these levels. GOLDENZONES: $TE $6.82 $OSS $8.50 $IREN $47.49 $NBIS $88.69 $CIFR $14.74 $ONDS $10.10 $ASTS $91.43 $PNG.V $6.53 Save for later. Note. Not financials advice. https://twitter.com/i/web/status/2017221942017740988 https://twitter.com/i/web/status/2017221942017740988"  
[X Link](https://x.com/BlackPantherCap/status/2017221942017740988)  2026-01-30T13:02Z 12.3K followers, 35.6K engagements


"👀MY [--] TOP PICKS FOR 2026: Megacap: $META $GOOG $AMZN $AMD $MU Large cap: $ASTS $RKLB $IREN $NBIS Mid cap: $ONDS $ZETA $EOSE Small cap: $TE $OSS $KRKNF Save it. Note: Not financial advice"  
[X Link](https://x.com/BlackPantherCap/status/2017269656810135607)  2026-01-30T16:12Z 13.2K followers, 25.9K engagements


"Bezos spend 95% of his time in $AMZN on AI. What is it you do at Amazon AI. I mean theres few small things. But its 95% AI. We are literally working on thousands of applications internally. I would not bet against the world richest people at this moment"  
[X Link](https://x.com/BlackPantherCap/status/2017313287524774228)  2026-01-30T19:05Z 12.5K followers, 25.9K engagements


"⚡JUST IN: Vanguard increases their position in: - Increased position in $CIFR by [-----] %. - Disclosed 5% ownership in $ONDS. - Increased position in $ASTS by [------] %. - Filed new position in $NBIS for $26M. Seems like we are just getting started. Not financial advice"  
[X Link](https://x.com/BlackPantherCap/status/2017327179344883833)  2026-01-30T20:00Z 13.2K followers, 126.4K engagements


"When market opens tomorrow nothing has changed. $SNDK still sits on data storage. $MU still sits at the core of memory. $ASTS still sits on global connectivity. $NBIS still sits on sovereign infrastructure. $TE still sits on backbone of electrification. $IREN still sits on low-cost compute power. $ONDS still sits on modern defense systems. $AMD still sits on high-performance compute. Nothing has changed. Fundamentals are still the same. https://twitter.com/i/web/status/2017942723714552189 https://twitter.com/i/web/status/2017942723714552189"  
[X Link](https://x.com/BlackPantherCap/status/2017942723714552189)  2026-02-01T12:46Z 12.7K followers, 120.7K engagements


"🚨DIP OR NOT HERES THE ZONES: Save it for later. GOLDENZONES: $TE $7.55 $OSS $8.78 $IREN $47.49 $NBIS $81.60 $CIFR $14.74 $ONDS $10.10 $ASTS $91.43 $PNG.V $7.00 Note: This is not financial advice. Always remember to do your own research"  
[X Link](https://x.com/BlackPantherCap/status/2018306545574891722)  2026-02-02T12:52Z 12.6K followers, 20.6K engagements


"Market is recovering 🟢 $ONDS up with +3% $IBRX up with +7% $TE up with +7%"  
[X Link](https://x.com/BlackPantherCap/status/2018332850437714123)  2026-02-02T14:37Z 13.2K followers, [----] engagements


"Heres why $ONDS this is the most asymmetric defense play in the market right now: While everyones panicking about market Im watching Ondas build something nobodys pricing in: The System-of-Systems Play Nobody Understands Let me explain what the market is completely missing: Most defense companies sell you a thing. A plane. A tank. A specific drone. $ONDS is selling the OPERATING SYSTEM that makes everything talk to each other. Theyve acquired: Roboteam (ground robots) Iron Drone (interceptor drones) Sentrycs (cyber counter-drone) Airobotics (autonomous surveillance) And now Rotron Aero. This"  
[X Link](https://x.com/BlackPantherCap/status/2018395223966015914)  2026-02-02T18:44Z 12.9K followers, 28.9K engagements


"A deal for $IREN soon is almost imminent. Nothing is certain or give . But signs beginning to align. Anyhow. Ive got a post coming up for you guys today In [--] hours. Not about $TE Not about $IREN Not about $CIFR Not about $ASTS Not about $ONDS Set a timer. This might just be the most important write-up Ive ever done so far. Something that not many people are talking about is how $IREN moved their earnings to February 5th. You know who ELSE reports earnings on February 5th $AMZN. Let me say that again: IREN and Amazon are reporting earnings on THE EXACT SAME DAY. After hours. February 5th"  
[X Link](https://x.com/BlackPantherCap/status/2018657176550617253)  2026-02-03T12:05Z 13.2K followers, 57.5K engagements


"@johhnyWalkerAZ @CKCapitalxx For now. The need is inevitable"  
[X Link](https://x.com/BlackPantherCap/status/2018770187642949946)  2026-02-03T19:34Z 13K followers, [---] engagements


"@itssaltyyyy @SJCapitalInvest @spacanpanman @Yeah_Dave @RJCcapital @accounting_ds @daniel_koss @DeNebulord @sub_marine_x Thanks for the shout out Saltbae 😎👊"  
[X Link](https://x.com/BlackPantherCap/status/2018772302255768054)  2026-02-03T19:43Z 13.3K followers, [---] engagements


"@CaesarCapitalz $IREN will be $400 one day. Without doubt"  
[X Link](https://x.com/BlackPantherCap/status/2019346064688738390)  2026-02-05T09:43Z 11.8K followers, [----] engagements


"@StockStormX $GOOG will smash this AI era. Really believe they can get the best out of AI"  
[X Link](https://x.com/BlackPantherCap/status/2019349460384641359)  2026-02-05T09:56Z 11.8K followers, [---] engagements


"@InvestJourneyX Hey man. None. Stop loss was triggered yesterday on $NBIS. Doubled down on $CIFR. Got a post coming out in [--] hours also. I doubled down on $CIFR today. Got stopped out of $NBIS this morning. Already up 6% on my $CIFR entry. Heres why this was too obvious to pass up: $CIFR just priced $2B in senior secured notes at 6.375%. Let that sink in $CRWV is paying 9.25%. $APLD is paying 9.25%. https://t.co/CEHOK0uJQH I doubled down on $CIFR today. Got stopped out of $NBIS this morning. Already up 6% on my $CIFR entry. Heres why this was too obvious to pass up: $CIFR just priced $2B in"  
[X Link](https://x.com/BlackPantherCap/status/2019359171418943805)  2026-02-05T10:35Z 12K followers, [---] engagements


"@RBrzdak Agree. But everything almost red now. Again. Not terrible but red"  
[X Link](https://x.com/BlackPantherCap/status/2019379276165050506)  2026-02-05T11:55Z 11.8K followers, [--] engagements


"@David__Sze Hell yeah 👊"  
[X Link](https://x.com/BlackPantherCap/status/2019402256647696456)  2026-02-05T13:26Z 12.1K followers, [---] engagements


"@investingluc Great post and I indeed agree Luke. Even tho Im positions in a lot of mini bubbles. I believe in a strong market until midterms. The current administration needs a strong market for midterm elections"  
[X Link](https://x.com/BlackPantherCap/status/2019403007826473414)  2026-02-05T13:29Z 11.9K followers, [----] engagements


"@accounting_ds You should be watching $IREN and $CIFR to buddy"  
[X Link](https://x.com/BlackPantherCap/status/2019421923445469496)  2026-02-05T14:44Z 11.9K followers, [---] engagements


"@accounting_ds That like $TE is $4 will not happen 😂"  
[X Link](https://x.com/BlackPantherCap/status/2019424040784720044)  2026-02-05T14:53Z 11.8K followers, [---] engagements


"@accounting_ds We dont want them now 😂 One more run sell off then the MASSIVE dip"  
[X Link](https://x.com/BlackPantherCap/status/2019425374174867688)  2026-02-05T14:58Z 11.8K followers, [---] engagements


"@CaesarCapitalz N O T H I N G A T A L L"  
[X Link](https://x.com/BlackPantherCap/status/2019483074199699711)  2026-02-05T18:47Z 12.1K followers, [---] engagements


"@shey2007shey @hashoveride He usually doesnt say a thing or is active. Only when $BITF pumps"  
[X Link](https://x.com/BlackPantherCap/status/2019492020390162825)  2026-02-05T19:23Z 13.2K followers, [----] engagements


"@itschrisray Yeah just read it buddy 👊"  
[X Link](https://x.com/BlackPantherCap/status/2019494374606778826)  2026-02-05T19:32Z 12K followers, [--] engagements


"@itschrisray Well Im heavily considering rolling into $RKLB at this point"  
[X Link](https://x.com/BlackPantherCap/status/2019494456215363855)  2026-02-05T19:32Z 12K followers, [---] engagements


"45 GW Grid secured power now. Everything else going as planned. Lowest interest rate in the market. Stay patience. $IREN will heal and bring deals. No doubt. $IREN today reported its Q2 FY26 results. Key highlights: ✔$3.6bn GPU financing secured for Microsoft contract - Interest rate of 6% p.a. - Together with Microsoft prepayment ($1.9bn) covers 95% of GPU-related capex ✔Targeted 140k GPU expansion on track to deliver $3.4bn https://t.co/ahfAXE7Xrr $IREN today reported its Q2 FY26 results. Key highlights: ✔$3.6bn GPU financing secured for Microsoft contract - Interest rate of 6% p.a. -"  
[X Link](https://x.com/BlackPantherCap/status/2019529139418722600)  2026-02-05T21:50Z 12.8K followers, 33.7K engagements


"@CaesarCapitalz I agree here buddy. Great things takes time. 1.5GW is the huge news here. On any giving day out of earnings the stock would have gone 7% up on that news"  
[X Link](https://x.com/BlackPantherCap/status/2019725079140315594)  2026-02-06T10:49Z 12.4K followers, [---] engagements


"$IREN was down 18% post-earnings. Bernstein just raised their price target to $125 (214% upside from $39). The market punished them for not announcing a new deal. Heres why this is a MASSIVE overreaction: $BTC is being PHASED OUT. You dont judge a company mid-transition by the revenue stream theyre exiting. What actually matters: $IREN now controls [---] GW of grid-secured power. ONLY 10% is contracted. Thats 90% AVAIBLE capacity for new hyperscaler deals. Bernstein: We believe the new deals are coming (when not if). The Fundamentals: $9.7B Microsoft contract on track $3.4B contracted ARR by Q4"  
[X Link](https://x.com/BlackPantherCap/status/2019791922886214033)  2026-02-06T15:14Z 12.8K followers, 25.5K engagements


"@Kalshi Too early for this 😂😂😂😂"  
[X Link](https://x.com/BlackPantherCap/status/2019805452394238010)  2026-02-06T16:08Z 12.5K followers, [---] engagements


"Day 37/365 of The 365-Day Pact Yesterday was a SPECIAL day in many terms: I hit [------] followers. Which means +10.000 followers in [--] days 🎉🎉 I did a post on $CIFR and $IREN that reached almost 300K. Thats a PR. I changed a couple of things in my LT portfolio. Ill do a post soon. The 365-Day Pact: Start: [-----] followers Gain: +10.429 🔥 Total: [------] Pact: Intact The -periment: $2000 to $100000 Status: Up 15% I post on X daily for [---] days straight to teach my daughter that dreams are built from tiny boring daily promises kept. Focus: Portfolio stocks $IREN $CIFR $NBIS $ONDS $TE $ASTS"  
[X Link](https://x.com/BlackPantherCap/status/2019807777342759329)  2026-02-06T16:17Z 12.6K followers, [----] engagements


"@CB3409 You need to read up my friend 🙂 $IREN IS the landlord"  
[X Link](https://x.com/BlackPantherCap/status/2019809142286983348)  2026-02-06T16:23Z 12.6K followers, [---] engagements


"@retail_mourinho I sold $ONDS during the drawdown on stop loss and bought it again on the button yesterday ish at $8.70 🫣😂"  
[X Link](https://x.com/BlackPantherCap/status/2019824625115623569)  2026-02-06T17:24Z 12.5K followers, [---] engagements


"2 months ago my friend called. He and his girlfriend bought $IREN at $41. Two weeks later: another call. Price at $33. She was panicking watching her money vanish. Should we sell No. Ignore mainstream noise headlines Cramer and fear. High conviction demands patience. This week no calls even tho the price dipped to $28. Most new investors shake out easily. Sad but predictable. My two long-term rules: Do your own exhaustive research so you KNOW what you own. Build real conviction so you can hold through drawdowns. They held. Added on the dip. Today $IREN is back at $42. Theyre relieved and"  
[X Link](https://x.com/BlackPantherCap/status/2020096315233812630)  2026-02-07T11:24Z 13.2K followers, 16.6K engagements


"@NoLimitGains Current level (0.23) is below average but not at historical panic lows (e.g. 0.120.17 in past bear phases). It reflects neutral-to-mildly bearish sentiment among insiders consistent with elevated valuations or post-rally caution but not evidence of imminent collapse"  
[X Link](https://x.com/BlackPantherCap/status/2020119328335462763)  2026-02-07T12:55Z 12.7K followers, [----] engagements


"@Blakley45 But Jane street is selling almost 50% of their allocations"  
[X Link](https://x.com/BlackPantherCap/status/2020161844585832846)  2026-02-07T15:44Z 12.7K followers, [----] engagements


"@AndreasSteno Is the admin against solar Since when 🤔"  
[X Link](https://x.com/BlackPantherCap/status/2020210900901466489)  2026-02-07T18:59Z 12.7K followers, [---] engagements


"@AndreasSteno @accounting_ds any thoughts mate"  
[X Link](https://x.com/BlackPantherCap/status/2020210979620168006)  2026-02-07T19:00Z 12.7K followers, [---] engagements


"@itschrisray Love it all Chris. Im with you here on $RKLB and $ONDS. Whats your idea around $RKLB this year"  
[X Link](https://x.com/BlackPantherCap/status/2020233445474275390)  2026-02-07T20:29Z 12.7K followers, [----] engagements


"@TechEquityEng I like $MU as well 👊"  
[X Link](https://x.com/BlackPantherCap/status/2020239697004659134)  2026-02-07T20:54Z 12.9K followers, [----] engagements


"@PSInvestor @nikitabier Ouch 😂 There goes $ADBE 😮"  
[X Link](https://x.com/BlackPantherCap/status/2020433849541705998)  2026-02-08T09:45Z 12.8K followers, [--] engagements


"🚨RECESSION WARNING: The latest job openings data just dropped. Everyones panicking. Disaster levels. Below [----] recession. Brace for impact. Let me explain why this is the dumbest bear case Ive heard all year. The math everyones missing: Job openings fell from [---] openings per unemployed person to [---]. Thats not collapse. Thats normalization. Post-pandemic we had: Early retirements Immigration freeze Mass labor hoarding Firms posting jobs they couldnt fill The ratio hitting [---] means were returning to equilibrium. Not disaster. Rebalancing. Heres what actually matters: Unemployment: 4.4%"  
[X Link](https://x.com/BlackPantherCap/status/2020487054333792509)  2026-02-08T13:17Z 12.9K followers, [----] engagements


"@asym_investor Indeed. Its a positive progression absolutely"  
[X Link](https://x.com/BlackPantherCap/status/2020527317827686705)  2026-02-08T15:57Z 12.8K followers, [---] engagements


"Hi man to be fair thats a u fair question 😂 Im positioned in both. And love both. Youre right about that. I also like $NBIS just to throw another in. So Ill put in that way. To me the logical playout here whether its $NBIS $CIFR $IREN is that AI will never become a thing without massive GW (data centers) Without that no where for the chips to live. I think all of them have some good setups and management. Ive been in all [--] also. Business models on them all looks great. They all have deals. But they all also needs to execute. And that comes down to management. And I guess management is up to"  
[X Link](https://x.com/BlackPantherCap/status/2020529733260231100)  2026-02-08T16:06Z 12.8K followers, [---] engagements


"@OInvests Sold and watchlist for now 🙂"  
[X Link](https://x.com/BlackPantherCap/status/2020569383731417482)  2026-02-08T18:44Z 12.9K followers, [---] engagements


"@OInvests Thank you Oh I would to be in $KRKNF again. But had to position after what I believed could offer the highest return"  
[X Link](https://x.com/BlackPantherCap/status/2020570052890628465)  2026-02-08T18:46Z 12.9K followers, [---] engagements


"@OInvests Not my first time in $RKLB. Was in from $23 to $60. So this dip was a gift to me. And a chance to re-enter this time with a greater size position"  
[X Link](https://x.com/BlackPantherCap/status/2020570361817931809)  2026-02-08T18:48Z 12.9K followers, [---] engagements


"@HypaWaveNZ Depends on how the week plays out. But yes I could be tempted to move some of the $TE position into $RKLB"  
[X Link](https://x.com/BlackPantherCap/status/2020592266101019085)  2026-02-08T20:15Z 12.9K followers, [---] engagements


"@MrNeverSell Will do a write-up on $RKLB tomorrow. But short answer; its good. Especially if long-term"  
[X Link](https://x.com/BlackPantherCap/status/2020592649380467039)  2026-02-08T20:16Z 12.9K followers, [---] engagements


"@Spykex02 Its my personal portfolio 🙂"  
[X Link](https://x.com/BlackPantherCap/status/2020622380994105591)  2026-02-08T22:14Z 12.8K followers, [--] engagements


"@asym_investor Love this part buddy so important; This is a trade failure for me and I have learned to only invest in what you understand. Valuable learning"  
[X Link](https://x.com/BlackPantherCap/status/2020749720398844350)  2026-02-09T06:40Z 12.9K followers, [---] engagements


"@BMSInvests @CeoOndas @PalmerLuckey Love these two guys. This is like seeing $RKLB and SpaceX in the same room 👊"  
[X Link](https://x.com/BlackPantherCap/status/2020780313949917263)  2026-02-09T08:42Z 12.9K followers, [---] engagements


"@accounting_ds sJs insights are solid staying bullish feels right for now. but high selling pressure today tho'"  
[X Link](https://x.com/BlackPantherCap/status/2020922379116085268)  2026-02-09T18:06Z 13.2K followers, [---] engagements


"@SmallCapSnipa Going right into $IREN and $CIFR"  
[X Link](https://x.com/BlackPantherCap/status/2020926206481400134)  2026-02-09T18:22Z 13.1K followers, [----] engagements


"👀 HOW TO OUTPERFORM MARKET & EVERY HEDGE FUND NEXT [--] YEARS: Hold $MU Hold $AMD Hold $IREN Hold $CIFR Hold $NBIS Hold $ONDS Hold $RKLB Hold $ASTS Hold $SNDK Hold $GOOG Hold $AMZN Save it. Come back in [--] years. Note: This is NOT financial advice"  
[X Link](https://x.com/BlackPantherCap/status/2020940457522471040)  2026-02-09T19:18Z 12.6K followers, [---] engagements


"@StockStormX I think AMD has a bright competitive future. I do see them evolve a lot"  
[X Link](https://x.com/BlackPantherCap/status/2020941678945984801)  2026-02-09T19:23Z 13K followers, [--] engagements


"@danielisdizzy Ray is an old bubble. World changes. [--] years old strategies doesnt adapt to fast pace modern world anymore"  
[X Link](https://x.com/BlackPantherCap/status/2020967321708474564)  2026-02-09T21:05Z 13.2K followers, [----] engagements


"@itschrisray Jesus chris(t) this made me laugh hard 😂😂"  
[X Link](https://x.com/BlackPantherCap/status/2021124725448077359)  2026-02-10T07:30Z 13.2K followers, [---] engagements


"@asym_investor Indeed. Im extremely bullish as well"  
[X Link](https://x.com/BlackPantherCap/status/2021231746117730469)  2026-02-10T14:36Z 13.3K followers, [----] engagements


"@asym_investor I get you. But honestly the CEO does not strike me as one for that at these levels. He is a doer. This could be his final project before retirement"  
[X Link](https://x.com/BlackPantherCap/status/2021294991285321747)  2026-02-10T18:47Z 13.3K followers, [--] engagements


"@CaesarCapitalz Started position again today in PM. Added more in the opening. This stock will be 3-400$ in 3-5 years. 9B AAR is a [---] stocks"  
[X Link](https://x.com/BlackPantherCap/status/2021958996438188076)  2026-02-12T14:46Z 13.4K followers, [---] engagements


"@SaiseiInvesting @OndasHoldings @YoYInvestor The execution from this management is insane"  
[X Link](https://x.com/BlackPantherCap/status/2022310492337803673)  2026-02-13T14:02Z 13.4K followers, [---] engagements


"INSANE 🤯 Its a absolute bloodbath today 🩸 🔴 $TE down 9%. 🔴 $IREN down 6%. 🔴 $NBIS down 5%. 🔴 $CIFR down 7%. 🔴 $OSS down 2%. 🔴 $ONDS down 6%. 🔴 $RKLB down 7%. 🔴 $ASTS down 2%. 🔴 $PL down 6%. 🔴 $RDW down 6%"  
[X Link](https://x.com/BlackPantherCap/status/2021609200950952244)  2026-02-11T15:36Z 13.4K followers, 79.7K engagements


"⚡JUST IN: JPMorgan just went ALL IN on $IREN. They added [------] shares. A 102.67% increase. Now holding [-------] shares total. Let me make this crystal clear: JPMorgan doesnt accumulate like this on a whim. They bought ABOVE $40 after the [----] run-up. Not the bottom. Not a dip. Theyre buying at current prices because theyve done the math on whats coming. Heres whats happening behind the scenes: The Smart Money is Piling In: Goldman Sachs: +233.11% position increase. Bank of New York Mellon: +113.81% increase. Capital Research Global Investors: loading. Franklin Resources: accumulating. BIT"  
[X Link](https://x.com/BlackPantherCap/status/2021631349937897528)  2026-02-11T17:04Z 13.4K followers, 345.4K engagements


"If this is a dream dont wake me up before: $RKLB is at $140. $ONDS is at $25. $IREN is at $100. $NBIS is at $180. $CIFR is at $45. $OSS is at $20. Note: This is NOT financial advice"  
[X Link](https://x.com/BlackPantherCap/status/2022325132492947967)  2026-02-13T15:00Z 13.4K followers, 11.9K engagements


"$CIFR got a $5.5 BILLION 15-year lease from $AMZN. Let me make this simple: $AMZN is guaranteeing ALL rent + operating expenses for [---] MW of power infrastructure. The Numbers: Total contracted revenue: $9.3B+ (AWS + Google/Fluidstack) Current market cap: $6.4B Youre buying $9.3B in guaranteed cash flows for $6.4B Thats less than 1x contract value while infrastructure comps trade at 8-15x EBITDA. The Re-Rate: Current EBITDA: $164M Post-AWS EBITDA: $400M+ At 12x EBITDA: $50/share At 15x EBITDA: $60+/share Current price: $16 The Catalysts: Q4 earnings: February [--] (3 weeks) First AWS rent:"  
[X Link](https://x.com/BlackPantherCap/status/2019033996630323376)  2026-02-04T13:03Z 13.4K followers, 52.5K engagements


"🚨Elon just dropped a BOMB nobodys pricing in: Chinas solar production capacity is [----] gigawatts a year. Theyre deploying over [----] gigawatts annually. Thats DOUBLE the entire US average power usage. It took China [--] years to go from agricultural nation to industrial superpower. Europe took 150+ years. Thats the pace of infrastructure buildout were talking about. Wall Street is missing the $TE setup the same way they missed $FSLR in [----]. They see tariffs and think temporary. Heres what theyre missing: China solar faces 60% tariffs. Asian solar hit with 3521% tariffs. [--] GW+ US manufacturing"  
[X Link](https://x.com/BlackPantherCap/status/2021254008095089139)  2026-02-10T16:04Z 13.4K followers, [----] engagements


"👀 $NBIS Earnings: $350-500+ per share I added $NBIS back to the portfolio today. Was I lucky enough to catch the dip at $82 again Nope. I was in the garage cleaning. Classic. Added at $87. Fine by me. Easy 100% gain here in [--] year. Heres what matters from earnings: YE25 ARR: $1.25B (well above $900M-$1.1B guidance) YE26 ARR guidance: $7B-$9B (up 7x YoY) Raising capacity guidance to [---] GW (from [---] GW) Q4 revenue: Up 547% YoY to $228M Cash position: $3.7B 24% adj. EBITDA margin in Q4 Positive adj. EBITDA at Group level for the first time $NBIS missed. The gap filled quickly. Today was a"  
[X Link](https://x.com/BlackPantherCap/status/2021928329520054410)  2026-02-12T12:44Z 13.4K followers, 10.3K engagements


"Day [--] of the bloodbath🩸 🔴 $TE down 2%. 🔴 $IREN down 6%. 🔴 $NBIS down 6%. 🔴 $CIFR down 1%. 🔴 $OSS down 2%. 🔴 $ONDS down 6%. 🔴 $RKLB down 3%. 🔴 $ASTS down 10%. 🔴 $PL down 2%. 🔴 $RDW down 6%"  
[X Link](https://x.com/BlackPantherCap/status/2021956454731878874)  2026-02-12T14:35Z 13.4K followers, 23.1K engagements


"@MegatrendGlobal Nice to see the progress theyve made lately"  
[X Link](https://x.com/BlackPantherCap/status/2022351106102178110)  2026-02-13T16:44Z 13.4K followers, [---] engagements


"🚨FINAL WARNING: If youve ever doubted $IREN $NBIS $CIFR heres your sign: Jon Gray is President and Chief Operating Officer of Blackstone Inc. It start with the picks and shovels with things like chips data centers and power at massive scale. We have really focus on the right two circles here. Blackstone is the worlds largest alternative asset manager with approximately $1.24 trillion in assets under management. https://twitter.com/i/web/status/2007151986920075500 https://twitter.com/i/web/status/2007151986920075500"  
[X Link](https://x.com/BlackPantherCap/status/2007151986920075500)  2026-01-02T18:08Z 13.4K followers, 274.1K engagements


"👀 [--] STOCKS THAT WILL 6X YOUR PORTFOLIO WEALTH NEXT [--] YEARS: AI and Software: $PATH $ZETA $PLTR $IONQ $RBLX Fintech: $SOFI $PYPL $LMND $OPEN $HOOD Semiconductors: $MU $TSM $POET $MRVL $NVDA $AMD Healthcare $HIMS $NVO $TEM Space and Satellite: $RKLB $ASTS $LUNR $PL Air Mobility: $ACHR $JOBY Datacenters: $IREN $CIFR $WULF $NBIS $HUT E-commerce: $AMZN Social Media: $META Humanoid: $TSLA Energy Storage & Solar: $EOSE $TE Defense Technology: $KRKNF $ONDS Not financial advice. For informational purposes only. Do your own research. Save it for later."  
[X Link](https://x.com/BlackPantherCap/status/2010423453388554464)  2026-01-11T18:47Z 13.4K followers, 176.2K engagements


"4 GENERATIONAL WEALTH PLAYS IN 2026: [--]. $IREN Low-cost scalable power for AI. Energy is the bottleneck for AI. $120 in [----]. [--]. $ASTS Direct-to-device satellite broadband. Global coverage infrastructure. Telcos need it. Governments need it. $180 in [----]. [--]. $ONDS AI-driven defense and security systems. Border drone and battlefield awareness. Defense spending is non-cyclical now. $25+ in [----]. [--]. $TE Utility-scale solar for grid survival. AI and electrification are breaking grids. Solar is the fastest capacity fix available. This is infrastructure urgency not energy politics. $+20 in 2026."  
[X Link](https://x.com/BlackPantherCap/status/2017977199240843754)  2026-02-01T15:03Z 13.4K followers, 196.1K engagements


"You were warned about $IREN You were warned about $NBIS You were warned about $CIFR You were warned about $ONDS You were warned about $RKLB You were warned about $ASTS You were warned about $TE Its still early. Youre still not late. We bought. We still HODL. We wait for new ATH. [----]. Lets go. Whos with me Note: This is not financial advice https://twitter.com/i/web/status/2021287734954869206 https://twitter.com/i/web/status/2021287734954869206"  
[X Link](https://x.com/BlackPantherCap/status/2021287734954869206)  2026-02-10T18:18Z 13.4K followers, 31.1K engagements


"@Kaizen_Investor But my port now is; IREN CIFR NBIS onds RKLB OSS"  
[X Link](https://x.com/BlackPantherCap/status/2021958284010283350)  2026-02-12T14:43Z 13.4K followers, [---] engagements


"In [----] no one will remember that: $CIFR was at $15 $ONDS was at $9 $IREN was at $40 $NBIS was at $88 $KRKNF was at $7 $RKLB was at $66 $ASTS was at $82 We all be checking those Yahoo charts to post HOW BAD ASS we were HODL our sh*t together throughout one of markets most unpredictable times. Note. This is NOT financial advice. https://twitter.com/i/web/status/2022026435754672220 https://twitter.com/i/web/status/2022026435754672220"  
[X Link](https://x.com/BlackPantherCap/status/2022026435754672220)  2026-02-12T19:14Z 13.4K followers, 13.6K engagements


"NDAQ is close to RSI oversold area. The question is whether the bottom has been reached now. Is this the turning point weve been waiting for $IREN $CIFR $NBIS $ONDS $RKLB $OSS Note: This is not financial advice"  
[X Link](https://x.com/BlackPantherCap/status/2022367033598333063)  2026-02-13T17:47Z 13.4K followers, [----] engagements


"👀 All eyes on $OSS. RSI is overbought [--]. Pullback incoming very soon. I started my research on this company during this weekend. Since its already up +30% this week. Im still interested in adding this to my long-term portfolio and waiting for pullback and entry now. I expect the stock to pullback very soon and will be looking for the right entry as soon it begins. Could likely continue its run a bit before the pullback begins. https://twitter.com/i/web/status/2011020313836847360 https://twitter.com/i/web/status/2011020313836847360"  
[X Link](https://x.com/BlackPantherCap/status/2011020313836847360)  2026-01-13T10:19Z 13.4K followers, 10.2K engagements


"My highest-conviction price targets into mid-2026 based on backlog growth partnerships and macro tailwinds: [--]. $IREN $100+ [--]. $NBIS $160+ [--]. $ASTS $180+ [--]. $ONDS $25+ [--]. $OSS $20+ [--]. $TE $25+ [--]. What stock is missing in number [--] Not financial advice. https://twitter.com/i/web/status/2015017608089608231 https://twitter.com/i/web/status/2015017608089608231"  
[X Link](https://x.com/BlackPantherCap/status/2015017608089608231)  2026-01-24T11:03Z 13.3K followers, 56.9K engagements


"🤯 I just found this I cant believe people arent more bullish here. Were seeing a lot of new plays in defense taking their market shares: Anduril $KRKNF $ONDS $OPTX $LTRX $OSS. AI will change the whole defense sector the next [--] years. The next defense primes wont be trained on ground at first theyll be trained in software. Not financial advice. https://twitter.com/i/web/status/2017583045721591991 https://twitter.com/i/web/status/2017583045721591991"  
[X Link](https://x.com/BlackPantherCap/status/2017583045721591991)  2026-01-31T12:57Z 13.3K followers, 18.3K engagements


"@OInvests Well Im in most of them. $ONDS is my top play. My conviction is high here. Also in $KRKNF they have the battery production going online soon. Im also in $OSS to accumulate I still think we are early here"  
[X Link](https://x.com/BlackPantherCap/status/2017587453108900187)  2026-01-31T13:15Z 13.3K followers, [---] engagements


"🚨BREAKING: The competition for AI Space Datacenters is ongoing as of now. Elon: 100GW/year of solar-powered AI satellites requires 100GW/year of AI computers SpaceX just filed their application for data centers in space and up to 1M satellites. If your in doubt of Elons space vision listen to this: $TSLA $AMZN $NVDA $IREN $NBIS $ASTS $PL $RKLB $RDW $SATL https://twitter.com/i/web/status/2017607294683357472 https://twitter.com/i/web/status/2017607294683357472"  
[X Link](https://x.com/BlackPantherCap/status/2017607294683357472)  2026-01-31T14:33Z 13.3K followers, 13.8K engagements


"Im sitting at McDonalds. Suddenly all @investingluc social arbitrage post hit me. Cup in hand. Straw in. No lid. Nobody complains. Nobody notices. They drink it anyway. At first it feels trivial. Then you realize what just happened. No lid means less plastic or paper masked as a ESG-movement. But in $MCD case it means: Lower unit cost. Faster throughput. Less waste handling. Fewer supply-chain items. One tiny component removed across millions of drinks per day. Nothing breaks. Customers adapt instantly. The experience is good enough which is all mass-scale businesses need. This is operational"  
[X Link](https://x.com/BlackPantherCap/status/2017967937148133757)  2026-02-01T14:27Z 13.3K followers, [----] engagements


"👀PRE-MARKET ACTIONS: Here we go. Dont panic. 🔴 $TE -2.70% 🔴 $IBRX -1.12% 🔴 $OSS -677% 🔴 $IREN -536% 🔴 $NBIS -323% 🔴 $CIFR -608% 🔴 $ASTS -240% 🔴 $ONDS -299% Overall Status: 🔴 Not financial advice"  
[X Link](https://x.com/BlackPantherCap/status/2018252694574514565)  2026-02-02T09:18Z 13.3K followers, 13K engagements


"👀PRE-MARKET ACTIONS: Mixed signals and steady pre-market. Lets see how it plays out today. 🟢 $TE +0.53% 🔴 $IBRX -1.26% 🟢 $OSS +0.42% 🔴 $IREN -0.86% 🔴 $NBIS -0.67% 🔴 $CIFR -0.98% 🔴 $ASTS -0.52% 🟢 $ONDS +0.62% Overall Status: 🟠"  
[X Link](https://x.com/BlackPantherCap/status/2018999443899748613)  2026-02-04T10:45Z 13.4K followers, [----] engagements


"No crying in the casino. Go out and touch some grass"  
[X Link](https://x.com/BlackPantherCap/status/2019130447951982660)  2026-02-04T19:26Z 13.3K followers, [----] engagements


"I doubled down on $CIFR today. Got stopped out of $NBIS this morning. Already up 6% on my $CIFR entry. Heres why this was too obvious to pass up: $CIFR just priced $2B in senior secured notes at 6.375%. Let that sink in $CRWV is paying 9.25%. $APLD is paying 9.25%. $WULF is paying 7.75%. $CIFR is getting utility-scale cost of capital because of one thing: The A1-rated Amazon completion guarantee. This isnt just better terms. This is structural competitive advantage. While peers are building AI infrastructure at 9%+ financing costs $CIFR is doing it at 6.375%. That spread compounds. Hard. The"  
[X Link](https://x.com/BlackPantherCap/status/2019141885575516539)  2026-02-04T20:11Z 13.4K followers, 25.2K engagements


"👀PRE-MARKET ACTIONS: Get ready and gear up for another day comrades 🫡 🟢 $TE +1.03% 🟠 $IBRX +0.00% 🔴 $OSS -2.48% 🔴 $IREN -1.42% 🟢 $NBIS +0.67% 🔴 $CIFR -0.63% 🟢 $ASTS +0.14% 🟢 $ONDS +0.62% Overall Status: 🟠"  
[X Link](https://x.com/BlackPantherCap/status/2019356631956676865)  2026-02-05T10:25Z 13.3K followers, 10.5K engagements


"Heres why $TE this is one of the most asymmetric American manufacturing play for 2026: While everyones focused on $NVDA chips and $TSLA robots theyre missing the REAL bottleneck: POWER. AI data centers will consume [---] TWh by [----]. Thats the ENTIRE U.S. coal fleet. You can order 100K H100s tomorrow. But you CANT build gigawatt solar infrastructure in [--] months without getting absolutely destroyed by tariffs and FEOC regulations. Enter $TE - the only vertically integrated U.S. solar manufacturer with a COMPLETE domestic supply chain: Hemlock Semiconductor (Michigan) polysilicon Corning wafers"  
[X Link](https://x.com/BlackPantherCap/status/2019385014371471368)  2026-02-05T12:18Z 13.3K followers, 13.8K engagements


"@jrouldz F*ck off Dr 🫣"  
[X Link](https://x.com/BlackPantherCap/status/2019512195328127102)  2026-02-05T20:43Z 13.3K followers, [---] engagements


"👀PRE-MARKET ACTIONS: Guys Have youve seen PM 🟢 $TE +1.53% 🟢 $IBRX +0.18% 🟢 $OSS +1.86% 🥺 $IREN -4.50% 🟢 $NBIS +2.07% 🟢 $CIFR +1.67% 🟢 $ASTS +1.85% 🟢 $RKLB +2.25% 🟢 $ONDS +2.71% Overall Status: 🟢"  
[X Link](https://x.com/BlackPantherCap/status/2019717765733753295)  2026-02-06T10:20Z 13.3K followers, 21.9K engagements


"$TE THIS is probably nothing Note. This is not financial advice"  
[X Link](https://x.com/BlackPantherCap/status/2019804988504224206)  2026-02-06T16:06Z 13.3K followers, 22.1K engagements


"👀PRE-MARKET ACTIONS: Here we go friends Gear up whats your expectations for today 🔴 $TE -0.26% 🟢 $OSS +0.28% 🟢 $IBRX +0.01% 🔴 $IREN -1.18% 🔴 $CIFR -0.01% 🔴 $RKLB -0.90% 🔴 $ONDS -0.21% Overall Status: 🟠"  
[X Link](https://x.com/BlackPantherCap/status/2020813863109722155)  2026-02-09T10:55Z 13.4K followers, 11.3K engagements


"Looking at these charts one pattern is obvious: $NVDA $AMZN Schneider Electric Exxon. All massive 5-year runs. All driven by one thing: they saw what was needed BEFORE everyone else did. Theres +100 of these examples $NVDA didnt just make chips. They built the infrastructure for AI compute. Schneider didnt just sell electrical equipment. They owned energy management for data centers. Exxon wasnt just drilling. They controlled the energy supply the world runs on. $AMZN wasnt just e-commerce. They built AWS when nobody understood cloud infrastructure. The pattern Winners identify the bottleneck"  
[X Link](https://x.com/BlackPantherCap/status/2020866909982368244)  2026-02-09T14:26Z 13.4K followers, [----] engagements


"@SJCapitalInvest Its definitely some selling pressure we are seeing on $TE today compared to rest of market. But its holding up. Needs to get over $8.10 and $8.51 again"  
[X Link](https://x.com/BlackPantherCap/status/2020905021559160984)  2026-02-09T16:57Z 13.3K followers, [----] engagements


"$RKLB is without doubt my current highest Space conviction for [----] - [----]. Here's why it can reach $205 and 3-4x: The MOAT nobodys talking about: $RKLB isnt just a launch company anymore. Theyre the ONLY vertically integrated space prime that controls STAGGERING 90% of their supply chain in-house. Think about what that means: They manufacture reaction wheels star trackers solar arrays AND launch the rocket Theyre the merchant supplier to the entire industry. They capture value on missions their competitors launch. It's IMPOSSIBLE to just build a competitor to a decade of flight heritage and"  
[X Link](https://x.com/BlackPantherCap/status/2020921724330561962)  2026-02-09T18:04Z 13.4K followers, 28K engagements


"How to Get 10K Followers on X in [--] Days (Or Close to It) Seriously. Bookmark this straight away Hey fam a while back I crossed 5K followers in just [--] days. @PurdyFinances hit me up asking what one thing made the difference. I promised I'd put together some notes on my approach. Look I'm no guru. Not at all. And this isn't a magic formula that'll work the same for everyone. But if it sparks a few ideas for you that's cool. Here's my low-key take on what helped me straight from BP's playbook. Start with the Basics: First off get your profile dialed in. I'm kinda old-school about this but it's"  
[X Link](https://x.com/BlackPantherCap/status/2020963754817589619)  2026-02-09T20:51Z 13.4K followers, [----] engagements


"👀PRE-MARKET ACTIONS: 🟢 $TE +1.57% 🟢 $OSS +1.45% 🔴 $IBRX -0.43% 🔴 $IREN -1.30% 🔴 $CIFR -0.36% 🟢 $RKLB +0.44% 🟠 $ONDS +0.00% Overall Status: 🟠"  
[X Link](https://x.com/BlackPantherCap/status/2021190300169871752)  2026-02-10T11:51Z 13.4K followers, [----] engagements


"@investingluc Great post Luc and yes $RKLB is setting up I also believe this. Bold move with GME hehe. But I partly agree"  
[X Link](https://x.com/BlackPantherCap/status/2021241730578747418)  2026-02-10T15:15Z 13.3K followers, [---] engagements


"@SmallCapSnipa Start building or start buying power at $IREN $CIFR. Time is the real question here. Theres GW avaible right now while they build themselves"  
[X Link](https://x.com/BlackPantherCap/status/2021288519918846194)  2026-02-10T18:21Z 13.3K followers, [----] engagements


"@CKCapitalxx I like $ONDS $KRKNF but honestly cant wait for @anduriltech to IPO"  
[X Link](https://x.com/BlackPantherCap/status/2021289610458935512)  2026-02-10T18:26Z 13.3K followers, [---] engagements


"@CKCapitalxx I really like $ONDS $KRKNF But honestly cant wait to ANDURIL IPO"  
[X Link](https://x.com/BlackPantherCap/status/2021292410014245139)  2026-02-10T18:37Z 13.3K followers, [----] engagements


"@PSInvestor @MorganStanley Earnings soon Cant wait to the what it brings"  
[X Link](https://x.com/BlackPantherCap/status/2021293180617097541)  2026-02-10T18:40Z 13.3K followers, [--] engagements


"@itschrisray Noooo noooo it cant be $RKLB 😆"  
[X Link](https://x.com/BlackPantherCap/status/2021318353684402618)  2026-02-10T20:20Z 13.3K followers, [---] engagements


"@danielisdizzy Amazing insights"  
[X Link](https://x.com/BlackPantherCap/status/2021328056120402227)  2026-02-10T20:58Z 13.3K followers, [---] engagements


"@asym_investor Agree man Really considering moving some from TE to ONDS today"  
[X Link](https://x.com/BlackPantherCap/status/2021505473640316931)  2026-02-11T08:43Z 13.3K followers, [---] engagements


"@StockChaser_ I REALLY like $ASTE. But to be fair (and YES they are doing the impossible) but their track record to perform on time havent been the best"  
[X Link](https://x.com/BlackPantherCap/status/2021571983557747178)  2026-02-11T13:08Z 13.4K followers, [---] engagements


"@itschrisray Great post clarity Chris. Love everything here 👊"  
[X Link](https://x.com/BlackPantherCap/status/2021575595516198929)  2026-02-11T13:22Z 13.3K followers, [---] engagements


"👀PRE-MARKET ACTIONS: Small consideration at the moment: Right now Im considering to taking some profit and minimizing my exposure to $TE and add more to my position in $ONDS. 🔴 $TE -0.13% 🟢 $OSS +3.57% 🔴 $IBRX -0.00% 🔴 $IREN -1.68% 🔴 $CIFR -1.06% 🔴 $RKLB -0.06% 🔴 $ONDS -0.41% Overall Status: 🔴 Note. This is NOT financial advice. https://twitter.com/i/web/status/2021576269746384972 https://twitter.com/i/web/status/2021576269746384972"  
[X Link](https://x.com/BlackPantherCap/status/2021576269746384972)  2026-02-11T13:25Z 13.4K followers, [----] engagements


"@Kaizen_Investor Wow that crazy. I had them on my watchlist last year a while. Did not enter buddy happy to see it move forward"  
[X Link](https://x.com/BlackPantherCap/status/2021578267161936186)  2026-02-11T13:33Z 13.3K followers, [---] engagements


"@ryansfinance I have some uncertainty and concerns around $TE firing their CAO just before earnings. And when it comes to execution I think $ONDS for several months have shown their strengths in deal promotion network and so on"  
[X Link](https://x.com/BlackPantherCap/status/2021581466845532210)  2026-02-11T13:45Z 13.4K followers, [---] engagements


"@ryansfinance I havent decided yet. But I also have a high stake it TE. Would not hurt to bring it down a little 😂"  
[X Link](https://x.com/BlackPantherCap/status/2021585519252066398)  2026-02-11T14:02Z 13.4K followers, [---] engagements


"@Kaizen_Investor Yeah great numbers saves they day 😂👊"  
[X Link](https://x.com/BlackPantherCap/status/2021586578007556432)  2026-02-11T14:06Z 13.3K followers, [---] engagements


"@ProfPresence26 I have some uncertainty and concerns around $TE firing their CAO just before earnings. And when it comes to execution I think $ONDS for several months have shown their strengths in deal promotion network and so on"  
[X Link](https://x.com/BlackPantherCap/status/2021586810212647339)  2026-02-11T14:07Z 13.4K followers, [---] engagements


"@YOKi_SGN A true up What do you mean by this And yes I know the CAO left"  
[X Link](https://x.com/BlackPantherCap/status/2021625154338795682)  2026-02-11T16:39Z 13.4K followers, [----] engagements


"Its fair point. And Im not bashing. Im calling out a huge problem here that has occurred since TE took their decision straight up to earnings. I dont care if management team is new. To me its a weak signal if youre not transparent or able to communicate clear. And they have not done so in every other case I would have let it go but RIGHT up to earnings IS a bad sign. As I said I hope theres nothing to it. Im personally just not taking the risk. And to me its totally fair others do. We all have our own investing rule. This is not a context remember that. Dont hate the player hate the game."  
[X Link](https://x.com/BlackPantherCap/status/2021699682787844592)  2026-02-11T21:35Z 13.4K followers, [----] engagements


"@Dr_dreamchaser @Jake__Wujastyk @SharkChart @BULLINVESTOR44 @Zac_Markovich @alphatrends @RedDogT3 Looks like someones ego got hurt 😮"  
[X Link](https://x.com/BlackPantherCap/status/2021839358878179652)  2026-02-12T06:50Z 13.4K followers, [--] engagements


"@Dr_dreamchaser @Jake__Wujastyk @SharkChart @BULLINVESTOR44 @Zac_Markovich @alphatrends @RedDogT3 Bro. I referred to you. Not Jake"  
[X Link](https://x.com/BlackPantherCap/status/2021842698282418586)  2026-02-12T07:03Z 13.4K followers, [--] engagements


"@Kaizen_Investor @SJCapitalInvest has done a phenomenal work here"  
[X Link](https://x.com/BlackPantherCap/status/2022351845382066221)  2026-02-13T16:47Z 13.4K followers, [--] engagements


"@InvestNorthwise @SJCapitalInvest @Kaizen_Investor @CaesarCapitalz No problem buddy 👊"  
[X Link](https://x.com/BlackPantherCap/status/2022362369574473978)  2026-02-13T17:28Z 13.4K followers, [--] engagements


"Jon Gray is President and Chief Operating Officer of Blackstone Inc. What is the main thing Its AI. This is the BIG thing. It started with this massive investment boom which provides the foundation for the technology. And the AI itself which we believe is going to create an enormous productivity. Companies like $PATH $ZETA $POET $META $AMZN $GOOG $ONDS $NBIS $IREN $CIFR $MU - will ALL benefit from this. https://twitter.com/i/web/status/2007878841029566894 https://twitter.com/i/web/status/2007878841029566894"  
[X Link](https://x.com/BlackPantherCap/status/2007878841029566894)  2026-01-04T18:16Z 13.4K followers, [----] engagements


"$ZETA current price targets: $23 - Morgan Stanley $26 - Citigroup $29 - UBS Group $30 - Bank of America $30 - B. Riley Average price target $27.60 Current share price $21.71 Potential upside 27%"  
[X Link](https://x.com/BlackPantherCap/status/2008545365554073804)  2026-01-06T14:25Z 13.4K followers, [---] engagements


"@inversorBetico Youve mentioned that sometimes now buddy. What makes you so hooked on $DMX"  
[X Link](https://x.com/BlackPantherCap/status/2015029639794540590)  2026-01-24T11:51Z 13.4K followers, [----] engagements


"The $IREN Thesis: The Billion-Dollar Power Arbitrage The Misread: The market still labels $IREN a Bitcoin miner. Wrong. $IREN is a Digital Power Utility that spent six years hoarding 3GW of grid-connected energy while everyone else chased freakin NFTs. Why Bitcoin: It was a stress test. Mining was the only way to instantly deploy that scale of power. Substations got battle-tested. The Pivot: AI flipped the playbook. Time-to-power is now the ultimate asset. Building 500MW takes 5+ years. $IREN already has 2900MW ready. The Microsoft Signal: The $9.7B contract isnt just revenue. Its validation."  
[X Link](https://x.com/BlackPantherCap/status/2018025672082706914)  2026-02-01T18:16Z 13.4K followers, 97.2K engagements


"These [--] Stocks Will Retire You by 2030: Most people will look at this list and think Im delusional. Let them. $ASTS $105 $1000 $ONDS $12 $100 $IREN $50 $400 $TE $9 $85 Heres what the market is missing: These arent momentum plays. These arent hype stocks. These are infrastructure bottlenecks backed by multi-BILLION dollar government contracts. $ASTS: Space connectivity. You cant fake satellite deployments. Theyre either in orbit or theyre not. $IREN: AI power infrastructure. Microsoft didnt sign a $9.7B five-year deal because theyre uncertain. Theyre pre-paying for capacity that doesnt even"  
[X Link](https://x.com/BlackPantherCap/status/2018453552423641457)  2026-02-02T22:36Z 13.4K followers, 128.7K engagements


"🚨HUGE NEWS: MARKET CRASH IS CANCELED No clickbait. Heres some data that will blow your mind🤯 PMI just smashed expectations at [----] way above the [----] forecast. And you know what This hasnt happened since the post-COVID boom times. Thats the EXACT level where growth kicks back in. Now connect the dots: The ISM PMI has tracked the S&P [---] like a shadow for 25+ years. 2020: PMI crashed to [----] in April SPX collapsed 34% 2021: PMI spiked to [----] in March SPX doubled from the March [----] low 2022-2024: PMI dropped below [--] and stayed there SPX recession fears everywhere 2025: PMI stuck at 47-50"  
[X Link](https://x.com/BlackPantherCap/status/2018750367089979610)  2026-02-03T18:16Z 13.4K followers, 241K engagements


"While everyones fearing $ASTS at current levels Im backing up the truck before it EXPLODES heres why: BlueBird [--] just went up December 23rd from India. BlueBird [--] launches late February on Blue Origins New Glenn from Cape Canaveral. Then its one launch every 1-2 months through [----]. The Math is Insane: Manufacturing: [--] satellites per month from their Texas facility. New Glenn can carry [--] BlueBirds per launch. Falcon [--] carries [--]. Target: 45-60 satellites in orbit by end of [----]. Each Block [--] BlueBird = [----] square feet. Largest commercial communications array ever deployed in LEO. 10x the"  
[X Link](https://x.com/BlackPantherCap/status/2019053242362036293)  2026-02-04T14:19Z 13.4K followers, 56.1K engagements


"Ive sold everything. $ASTS $IREN $NBIS $TE $CIFR $KRKNF $OSS $IBRX and $ONDS. All of it. Gone. Liquidated this morning. The volatility got to me. The pullbacks. The headlines. The macro uncertainty. I couldnt handle it anymore. OBVIOUSLY IM KIDDING. Only $NBIS got triggered on stop loss so far. In fact Ill be adding on this weakness. And heres exactly why the recent volatility doesnt phase me at all. The PMI Just Told You Everything You Need to Know: ISM PMI hit [----] yesterday. Thats the highest reading since August [----]. First expansion above [--] in [--] months. This is not a maybe the economy"  
[X Link](https://x.com/BlackPantherCap/status/2019110328714363288)  2026-02-04T18:06Z 13.4K followers, 198.4K engagements


"@Kalshi People get AI is here to replace people right"  
[X Link](https://x.com/BlackPantherCap/status/2019421359504519508)  2026-02-05T14:42Z 13.4K followers, [---] engagements


"🚨ALERT: 50% of Data Centers will NEVER connect to the grid. Half of the data centers announced in the last [--] months will NEVER connect to the grid. Kevin OLeary said it. The data proves it. While everyones chasing paper capacity $CIFR and $IREN are sitting on EXECUTED grid connections that cant be replicated. Heres why theyre untouchable: [---] GW of power projects canceled in [----] alone. Thats 2.4x the cancellations from [----]. Why Because the U.S. grid is facing a structural deficit that nobody wants to talk about. Data centers need 18-36 months to build Grid connections take 5-7 YEARS"  
[X Link](https://x.com/BlackPantherCap/status/2019478359076667595)  2026-02-05T18:28Z 13.4K followers, 346.7K engagements


"The past [--] hours were a masterclass in why you dont panic sell. Wednesday and Thursday Absolute bloodbath. S&P down 1.23%. Nasdaq down 1.59%. VIX spiked to [-----]. Tech got destroyed. Bitcoin collapsed to $62K. Everyone screaming about AI disruption risk. Big Tech spending concerns. The usual bear case garbage. Then Friday happened. Dow up 2.1% (over [----] points). S&P up 1.7%. Nasdaq up 2%. Small caps rallied 3%+. VIX crushed back down to [--]. $IREN Perfect example. Everyone was panicking about execution risk and demand slowdown and the stock got ABSOLUTELY hammered alongside everything else."  
[X Link](https://x.com/BlackPantherCap/status/2019852144287924610)  2026-02-06T19:14Z 13.4K followers, [----] engagements


"My [--] Long-Term Conviction Plays Right Now: [--]. $IREN AI needs power. They own it. [--]. $CIFR Hyperscalers need compute infrastructure. They built it. [--]. $RKLB Space access cant rely on one company. Theyre the alternative. [--]. $ONDS Military needs autonomous systems. They supply them. [--]. $OSS Rugged edge HPC for AI where centralized compute is impossible. [--]. $TE Solar deployment is scaling. They enable it. These are all great long-term conviction plays in my opinion. Save it. Note: This is not financial advice. https://twitter.com/i/web/status/2019862588943921315"  
[X Link](https://x.com/BlackPantherCap/status/2019862588943921315)  2026-02-06T19:55Z 13.4K followers, 79.4K engagements


"⚡JUST IN: Jane Street just dumped 41% of their position in $ONDS. (THIS IS GOOD) Meanwhile Vanguard added [----] MILLION shares. Let me make this clear: Jane Street is a high-frequency prop shop that rotates capital every [--] hours. Vanguard holds for YEARS. When Vanguard adds to a position at $10+ after a 407% run theyve done the math on where this is going. The setup: 123M shares held by institutions BlackRock Morgan Citadel still holding Jane Street exiting = volatility reduction ahead Vanguard Goldman Hood River all accumulating The stock went $1.91 $9.69 in [--] months. Smart money isnt"  
[X Link](https://x.com/BlackPantherCap/status/2020101861861199922)  2026-02-07T11:46Z 13.4K followers, 78.8K engagements


"How $OSS is becoming the new (specialized) $NVDA: $OSS at ONLY $260M market cap is following the EXACT playbook. .that took $NVDA and $PLTR from nobodies to trillion-dollar titans. Let me show you the DNA match nobodys talking about: $NVDA and $PLTR didnt become household names by going broad. They became titans by solving IMPOSSIBLE problems for very specific high-paying customers. $OSS is doing the exact same thing in Edge AI. The Early $NVDA Parallel: Early NVIDIA wasnt just about fast chips. It was about CUDA the software layer that made their hardware indispensable for developers. $OSS"  
[X Link](https://x.com/BlackPantherCap/status/2020195316834734133)  2026-02-07T17:57Z 13.4K followers, 19.3K engagements


"7 generational wealth opportunities in 2026: Buying $CIFR now is like $AAPL at $75. Buying $OSS now is like $AMZN at $75. Buying $IREN now is like $NVDA at $50. Buying $RKBL now is like $TSLA at $90. Buying $TE now is like $GOOGL at $110. Buying $NBIS now is like $META at $150. Buying $ONDS now is like $MSFT at $110. The new MAG7 is shaping the future of tomorrow like no one else. Save this post for later youll thank yourself. Note: This is not financial advice. https://twitter.com/i/web/status/2020210189312438309 https://twitter.com/i/web/status/2020210189312438309"  
[X Link](https://x.com/BlackPantherCap/status/2020210189312438309)  2026-02-07T18:56Z 13.4K followers, 123.1K engagements


"⚡JUST IN: Vanguard added 12M shares to $CIFR (+62% increase now 32.68M shares) Let me make this clear: Vanguard holds for YEARS. When Vanguard ramps up at $14+ levels after a 200%+ run in [----] theyve modeled the HPC/AI revenue inflection already contracted (e.g. Amazon leases Black Pearl facility). The setup: Staggering 83% shares held by institutions. MASSIVE institutional control BlackRock UBS Geode State Street accumulating. Volatility compression ahead. Vanguard leading the build. Call/put volume ratio 0.530.64 (bullish bias calls dominate volume. Smart money isnt chasing. Theyre"  
[X Link](https://x.com/BlackPantherCap/status/2020518750609392050)  2026-02-08T15:23Z 13.4K followers, 24.7K engagements


"PORTFOLIO UPDATE & REFLECTIONS: Heres what have changed: I used the recent volatility to take some profit and consolidate around my highest conviction names. LONG-TERM PORTFOLIO: $IREN 24.2% $CIFR 22.2% $TE 16.2% $ONDS 14.1% $RKLB 14.1% $OSS 9.1% SHORT-TERM PORTFOLIO: $IBRX 100% What this tells you: Im backing the truck up on AI infrastructure plays; $IREN $TE $ONDS $OSS. These are convictions thats only getting stronger. Why $IREN & $CIFR are now 46% of my portfolio: The Microsoft deal didnt change. The hyperscaler arms race didnt stop. Power infrastructure remains the bottleneck everyones"  
[X Link](https://x.com/BlackPantherCap/status/2020564975891161377)  2026-02-08T18:26Z 13.4K followers, 28.7K engagements


"👀 OFFICIAL ANALYST RATINGS: Hold: $ASTS $SOFI $HIMS Moderate buy: $SNDK Buy: $TE $MU $OSS $AMD $IREN $CIFR $NBIS $RKLB $ONDS $GOOG $AMZN Save it. Note: This is NOT financial advice"  
[X Link](https://x.com/BlackPantherCap/status/2020954517584613467)  2026-02-09T20:14Z 13.4K followers, 21.8K engagements


"Just a reminder: $NBIS (Nebius Group) Price Target: PT: $155 Goldman Sachs Recent close: $92.88 67% upside $WULF (TeraWulf) Price Target PT: $37 Morgan Stanley Recent close: $16.65 122% upside $CIFR (Cipher Mining) Price Target PT: $38 Morgan Stanley Recent close: $16.76 127% upside $IREN (IREN Limited) Price Target: PT: $125 Bernstein Recent close: $46.15 171% upside Note: This is note financial advice. https://twitter.com/i/web/status/2021205863772430670 https://twitter.com/i/web/status/2021205863772430670"  
[X Link](https://x.com/BlackPantherCap/status/2021205863772430670)  2026-02-10T12:53Z 13.4K followers, 55.2K engagements


"Hi @grok this user is claiming warnings all the time. Fact check his post and make a analysis where you breakdown this users credibility and likeliness of the situation he is posting about. Is the claims correct How likely is this scenario to play out Or is the user more likely to drive a fear-campaign to generate reach and income for users products"  
[X Link](https://x.com/BlackPantherCap/status/2021521532585967979)  2026-02-11T09:47Z 13.4K followers, 46.2K engagements


"🚨WE ARE F*CKED. Dario Amodei who is probably the most safety-focused CEO in the AI industry has publicly predicted that AI will eliminate 50% of entry-level white-collar jobs within one to five years. And many people in the industry think he's being conservative. This might be the BEST article Ive ever read on X. I know my headline is a bit dystopian. But that was honestly my FIRST thoughts. My second thoughts after reflecting upon this was; Theres a lot of truth to this article. I was not wrong about investing in AI. I will add to my positions in defense. I will add to my positions in Dara"  
[X Link](https://x.com/BlackPantherCap/status/2021621251148517686)  2026-02-11T16:24Z 13.4K followers, 15.6K engagements


"@TheWingman4Life $IREN has always been my first play. But i like CIFR and NBIS also. Im Only in CIFR/IREN now. Looking for entry in Kraken and NBIS at the moment"  
[X Link](https://x.com/BlackPantherCap/status/2021667362395894224)  2026-02-11T19:27Z 13.4K followers, 10.1K engagements


"I might loose some followers on this But this is how I treat my portfolio: Like a mf psychopath I just sold $TE at almost breakeven. Could see it running to $6.18 or $5.19. depending on how it closes today. I REALLY like $TE. Im super bullish on energy/power demand. BUT no matter what argument I cannot defend 16% allocated to $TE when they just fired their CAO right before earnings with zero explanation. Im not buying the were getting a better one argument. This excuse has been used for [--] years while *files* keep building up. How did that work Most important lesson in life: money talks."  
[X Link](https://x.com/BlackPantherCap/status/2021685450210201946)  2026-02-11T20:39Z 13.4K followers, 46.7K engagements


"@accounting_ds Maybe lets see how earnings play out buddy 👊"  
[X Link](https://x.com/BlackPantherCap/status/2021836507284176958)  2026-02-12T06:39Z 13.4K followers, [---] engagements


"@SJCapitalInvest @Kaizen_Investor I LOVE to follow Kaizen as well. Happy to have connected with him also 👊"  
[X Link](https://x.com/BlackPantherCap/status/2021893139221328289)  2026-02-12T10:24Z 13.4K followers, [---] engagements


"👀PRE-MARKET ACTIONS: PM with mixed signals. 🔴 $TE -0.29% 🟢 $PL +0.92% 🔴 $OSS -1.38% 🔴 $IBRX -0.61% 🟢 $IREN +0.47% 🟢 $CIFR +0.74% 🟢 $MBIS +0.64% 🔴 $RKLB -0.62% 🔴 $ASTS -7.91% 🟢 $ONDS +0.22% Overall Status: 🟠"  
[X Link](https://x.com/BlackPantherCap/status/2021902831536722304)  2026-02-12T11:02Z 13.4K followers, [----] engagements


"@LandoInvests A C C U M U L A T I N G W E A L T H"  
[X Link](https://x.com/BlackPantherCap/status/2021905301977600188)  2026-02-12T11:12Z 13.4K followers, [---] engagements


"@Kaizen_Investor Im into them. Like watching them my buddy for now"  
[X Link](https://x.com/BlackPantherCap/status/2021958201558663502)  2026-02-12T14:42Z 13.4K followers, [---] engagements


"⚡JUST IN: $NBIS: Our ARR target is NOT contingent upon any hyperscaler or mega deals. Bank of New York Mellon just went ALL IN on $NBIS. They just increased their position with 567.93% increase. They bought ABOVE $90 after the [----] run-up. Not the bottom. Not a dip. Theyre buying at current prices because theyve done the math on whats coming. Heres whats happening behind the scenes: The Smart Money is Piling In: Goldman Sachs: +40% position increase. UBS Group: +68% increase. Citadel Advisors: accumulating. Institutions now control 53.53% of shares outstanding. This isnt retail FOMO. This is"  
[X Link](https://x.com/BlackPantherCap/status/2021969622866551013)  2026-02-12T15:28Z 13.4K followers, 26.8K engagements


"👀Biggest bottlenecks on a silver platter: The CEO of BlackRock Larry Fink and Elon Musk are literally serving you the BIGGEST bottlenecks on a silver platter and telling you exactly where to invest: Space Compute power Energy in ALL forms Theyre not being subtle. BlackRock said it themselves: The real constraint isnt chips. Its LAND and ENERGY. Elons building Starlink constellations Giga Texas compute clusters and scaling energy infrastructure simultaneously. These arent random bets. Theyre chokepoints. The math is simple: AI compute demand is doubling constantly. You cant build power"  
[X Link](https://x.com/BlackPantherCap/status/2022010419821654329)  2026-02-12T18:10Z 13.4K followers, 12.5K engagements


"Unfortunately I called the $6.18 on $TE yesterday. Im still sad to see it play out. Its deserves so much more. Anyhow TA can be very reliable sometimes. $TE MUST close above $6.21 to defend next step down $5.23. With RSI at around [--] I expect $TE to defend it since its oversold now. Last time $TE was oversold it ran from $2.60 to $5.45 which I also worth mentioning. If $TE goes on the same run again it would make $TE break the $10 finally. Please note: this is NOT financial advice. I might loose some followers on this But this is how I treat my portfolio: Like a mf psychopath I just sold $TE"  
[X Link](https://x.com/BlackPantherCap/status/2022028649986175231)  2026-02-12T19:22Z 13.4K followers, 11.2K engagements


"You dont need [--] stocks to become a millionaire. You just need to be right [--] times: $IREN $CIFR $NBIS $RKLB $ONDS Note: This is NOT financial advice"  
[X Link](https://x.com/BlackPantherCap/status/2022058199709548857)  2026-02-12T21:20Z 13.4K followers, 29K engagements


"👀PRE-MARKET ACTIONS: Its gonna be a long year friends. 🟢 $TE +0.40% 🔴 $PL -0.89% 🔴 $OSS +0.00% 🟠 $IBRX -0.61% 🟢 $IREN +0.70% 🔴 $CIFR -0.43% 🔴 $NBIS -1.14% 🔴 $RKLB -0.80% 🔴 $ASTS -0.46% 🔴 $ONDS -1.11% Overall Status: 🔴"  
[X Link](https://x.com/BlackPantherCap/status/2022269494492578069)  2026-02-13T11:19Z 13.4K followers, 10.2K engagements


"⚡JUST IN: $ONDS just secured a new multi-million dollar order from a major European NATO-country customer for the Iron Drone Raider counter-UAS system. This follows operational deployment at a major EU international airport (part of the prior $16.8M orders protecting two airports). Heres why this matters: Raider uses net-based kinetic interception to neutralize hostile drones safely in dense civilian areas. No RF jamming interference. No collateral damage risks. This is targeting the multi-billion dollar civil infrastructure protection market. $ONDS is building a layered autonomous defense"  
[X Link](https://x.com/BlackPantherCap/status/2022307205354050002)  2026-02-13T13:49Z 13.4K followers, [----] engagements


"@SJCapitalInvest Will smash @Kaizen_Investor and @CaesarCapitalz in here. Around the 2K +- both. But great content. And for deep dives @InvestNorthwise if I remember correctly under 1K. Maybe even under 500"  
[X Link](https://x.com/BlackPantherCap/status/2022348979347058734)  2026-02-13T16:35Z 13.4K followers, [---] engagements


"$ONDS coiled up and ready for at move towards $23. Some new short bears will be born soon. Lets see how market act next couple of weeks. Note: This is NOT financial advice. $ONDS has a market cap of $3.9B holds $1.5B in cash on the balance sheet and has 35% short interest. Let that sink in. https://t.co/GbtUY3aYVT $ONDS has a market cap of $3.9B holds $1.5B in cash on the balance sheet and has 35% short interest. Let that sink in. https://t.co/GbtUY3aYVT"  
[X Link](https://x.com/BlackPantherCap/status/2022377308389052741)  2026-02-13T18:28Z 13.4K followers, 11K engagements


"No matter what happens today Monday or next [--] months: $AMZN is still a $350 stock trading at $199 $ASTS is still a $300 stock trading at $82 $RKLB is still a $205 stock trading at $66 $NBIS is still a $300 stock trading at $92 $IREN is still a $150 stock trading at $42 $KRKNF is still a $18 stock trading at $7 $ONDS is still a $25 stock trading at $9 $CIFR is still a $50 stock trading at $16 $OSS is still a $40 stock trading at $8 $PL is still a $60 stock trading at $22 Save it. Note: This is NOT financial advice. https://twitter.com/i/web/status/2022387616574779792"  
[X Link](https://x.com/BlackPantherCap/status/2022387616574779792)  2026-02-13T19:09Z 13.4K followers, 61.4K engagements


"@Kaizen_Investor Love the list my friend Great post Great reminder This is EARLY 👊"  
[X Link](https://x.com/BlackPantherCap/status/2022391881913766186)  2026-02-13T19:26Z 13.4K followers, [--] engagements


"@Kaizen_Investor Some day my man some day"  
[X Link](https://x.com/BlackPantherCap/status/2022396412311539736)  2026-02-13T19:44Z 13.4K followers, [----] engagements


"Life update: The house is a pharmacy right now. Kids are sick and Im officially 'offline'. Don't expect much from this weekend. In the meantime I wanted to leave you with this thought: Most people obsess over hitting that seven-figure mark because they want freedom. I've realized that "winning" has very little to do with your bank account or your IQ. But after coaching 400+ people many who are already "crushing it" on paper Ive noticed a weird pattern. This piece explores the gap between preparing to live and actually building momentum. Enjoy the read. Onwards -BP https://t.co/snirBqsWrF"  
[X Link](https://x.com/BlackPantherCap/status/2022637847782588816)  2026-02-14T11:43Z 13.4K followers, [----] engagements


"@itschrisray What the f. such a great finding from @ive_m5 - thanks for sharing Chris👊"  
[X Link](https://x.com/BlackPantherCap/status/2022706985767178720)  2026-02-14T16:18Z 13.4K followers, [---] engagements

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