#  @AtlasCapitalxx Atlas Capital
Atlas Capital posts on X about $asts, $iren, ai, $nbis the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
### Engagements: [------] [#](/creator/twitter::1264320021481873408/interactions)
- [--] Week [-------] -67%
- [--] Month [---------] +282,964%
### Mentions: [--] [#](/creator/twitter::1264320021481873408/posts_active)
- [--] Week [--] -14%
- [--] Month [---] +2,180%
### Followers: [-----] [#](/creator/twitter::1264320021481873408/followers)
- [--] Week [-----] +11%
- [--] Month [-----] +23,238%
### CreatorRank: [-------] [#](/creator/twitter::1264320021481873408/influencer_rank)
### Social Influence
**Social category influence**
[stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [financial services](/list/financial-services) #2508 [currencies](/list/currencies) [exchanges](/list/exchanges)
**Social topic influence**
[$asts](/topic/$asts) #38, [$iren](/topic/$iren) #248, [ai](/topic/ai), [$nbis](/topic/$nbis) #22, [$onds](/topic/$onds) #139, [$krknf](/topic/$krknf) #6, [market](/topic/market), [market cap](/topic/market-cap) #343, [bullish](/topic/bullish) #321, [red](/topic/red)
**Top accounts mentioned or mentioned by**
[@blackpanthercap](/creator/undefined) [@thestoiccapital](/creator/undefined) [@sjcapitalinvest](/creator/undefined) [@riubnv8u](/creator/undefined) [@pepinveststocks](/creator/undefined) [@kawzinvests](/creator/undefined) [@retailmourinho](/creator/undefined) [@skipsandersonn](/creator/undefined) [@marketinvestorx](/creator/undefined) [@obfuscatelife](/creator/undefined) [@accountingds](/creator/undefined) [@nighthawktradez](/creator/undefined) [@forensicd1ck](/creator/undefined) [@stockstormx](/creator/undefined) [@grok](/creator/undefined) [@accounting_ds](/creator/undefined) [@trentblair19](/creator/undefined) [@stockdaddy6597](/creator/undefined) [@fatc88](/creator/undefined) [@options_selling](/creator/undefined)
**Top assets mentioned**
[AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Iris Energy Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Microsoft Corp. (MSFT)](/topic/microsoft) [Bitcoin (BTC)](/topic/bitcoin) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Hut [--] Mining Corp. (HUT)](/topic/$hut) [BlackRock Inc (BLK)](/topic/blackrock) [Pangolin (PNG)](/topic/$png)
### Top Social Posts
Top posts by engagements in the last [--] hours
"Up 15% Pre Market $OSS is quietly becoming the brains of the U.S. Army's vehicle fleet. They already have hardware deployed in Stryker Bradley and Abrams platforms. A $200M+ potential rollout for AI-powered threat detection is on the table for [----]. NVIDIA Elite Partner status + new military board members = they are playing for keeps. $200M market cap Not for long https://twitter.com/i/web/status/2010717573864718414 https://twitter.com/i/web/status/2010717573864718414"
[X Link](https://x.com/AtlasCapitalxx/status/2010717573864718414) 2026-01-12T14:16Z [--] followers, [---] engagements
"Ticker: $KRKNF / $PNG Sector: Defense & Subsea Robotics Market Cap: $1.7B Financials: $31.3M (Q3 '25) +60% YoY Revenue Growth Kraken is the only publicly traded Anduril Proxy. Kraken is a rare profitable "sexy sector" play that just posted 60% revenue growth and 92% EBITDA growth fueled by a global naval arms race for their AI-driven sonar and subsea batteries. They just announced a massive $35M battery order today (Jan 13) have a $2B pipeline and are opening a new [-----] sq. ft. North American manufacturing facility this quarter to triple capacityit's a high-margin defense scale-up thats"
[X Link](https://x.com/AtlasCapitalxx/status/2011123974403735856) 2026-01-13T17:11Z [---] followers, [---] engagements
"HUGE NEWS FOR KRAKEN $KRKNF $KRKNF $PNG.V: 🚨 KRAKEN ROBOTICS ANNOUNCES $35M IN SEAPOWER BATTERY SALES TO THREE UNNAMED CUSTOMERS ST. JOHN'S Newfoundland and Labrador Jan. [--] [----] (GLOBE NEWSWIRE) -- Kraken Robotics Inc. (Kraken or the Company) (TSX-V: PNG OTCQB: KRKNF) announces $35 million in https://t.co/PlYPDqYizK $KRKNF $PNG.V: 🚨 KRAKEN ROBOTICS ANNOUNCES $35M IN SEAPOWER BATTERY SALES TO THREE UNNAMED CUSTOMERS ST. JOHN'S Newfoundland and Labrador Jan. [--] [----] (GLOBE NEWSWIRE) -- Kraken Robotics Inc. (Kraken or the Company) (TSX-V: PNG OTCQB: KRKNF) announces $35 million in"
[X Link](https://x.com/AtlasCapitalxx/status/2011138021383684333) 2026-01-13T18:07Z [--] followers, [---] engagements
"Krakens stock has seen a massive rerating as institutional "big money" begins to enter. Price Action: As of Jan [--] [----] the stock has surged roughly 200% year-over-year. In early January alone the share price hit peaks above C$8.00. Profitability: Q2 [----] results showed gross margins improving to 56% (up from 51%) proving that as they scale they are becoming more profitable. [----] Guidance: The company is on track to hit its target of $120M$135M in revenue with $26M$34M in Adjusted EBITDA. https://twitter.com/i/web/status/2011507755727585345 https://twitter.com/i/web/status/2011507755727585345"
[X Link](https://x.com/AtlasCapitalxx/status/2011507755727585345) 2026-01-14T18:36Z [--] followers, [---] engagements
"While everyone chases $PLTR software nobody's talking about the hardware bottleneck. $OSS just secured $1.2M pre-production order with $3M+ follow-on expected. Trading at $11.74 with $311M market cap. If this rerates to just 40x P/S (still 1/3 of $ONDS): that's a 8x from here. Always know the levels. https://twitter.com/i/web/status/2011610057952112757 https://twitter.com/i/web/status/2011610057952112757"
[X Link](https://x.com/AtlasCapitalxx/status/2011610057952112757) 2026-01-15T01:23Z [--] followers, [---] engagements
"The $OSS Edge Compute Thesis: A $250M company supplying AI hardware to the DoD. While everyone chases $PLTR software $OSS is building the physical infrastructure that makes edge AI possible in military operations. Here's the bottleneck no one's talking about: Defense edge compute is a duopoly between $OSS and legacy contractors. But $OSS trades at 8x P/S while $ONDS trades at 144x P/S for similar revenue scale. If $OSS rerates to just 40x P/S (still 1/3 of $ONDS): that's a 5x from here. The kicker 45% margins EBITDA positive and sticky DoD contracts that create platform lock-in. This isn't"
[X Link](https://x.com/AtlasCapitalxx/status/2011770338670232039) 2026-01-15T12:00Z [--] followers, [----] engagements
"The $IREN thesis: Bitcoin mining is funding the AI infrastructure buildout. Here's the genius of their model: $IREN Bitcoin mining = stable cash flow to fund CapEx AI cloud = 2-3x higher revenue per megawatt than mining 100% renewable energy = ESG compliant for enterprise customers They're using mining profits to build out GPU clusters for AI workloads. $IREN $9.7B Microsoft contract validates the strategy. Analyst PTs range $39-$136. Trading at $52.88. $IREN If they hit $500M AI cloud revenue by Q1 2026: this stock easily hits $100+ $IREN https://twitter.com/i/web/status/2011940208405856602"
[X Link](https://x.com/AtlasCapitalxx/status/2011940208405856602) 2026-01-15T23:15Z [----] followers, [---] engagements
"GOLDEN DOME UNLOCKED - $ASTS TO $500+ $ASTS just got selected for the Missile Defense Agency's SHIELD program (Tranche 3). THIS CHANGES EVERYTHING. Tranche [--] = only [---] awards (vs [----] and [----] in Tranches [--] & 2). 66% MORE SELECTIVE. $ASTS made the most exclusive cut. Here's what Wall Street is missing: This isn't a telecom play anymore. This is a DEFENSE INFRASTRUCTURE MONOPOLY hiding in plain sight. Analysts are modeling $20B commercial TAM while completely ignoring the $100B+ defense opportunity that just opened up. $ASTS $ASTS Updated [----] Price Targets: Conservative: $200 Base: $350"
[X Link](https://x.com/AtlasCapitalxx/status/2011972292247507410) 2026-01-16T01:22Z [--] followers, [---] engagements
"$ONDS just raised $1B in capital ABOVE market price. Let that sink in. Institutions paid a PREMIUM to get in. That's not a red flag that's a buy signal. Q3 revenue: $10M (500% YoY growth) [----] guidance: $110M This is a 10x revenue growth trajectory while everyone's sleeping. Risk/reward here is insane. This goes to $50+ in [----]. https://twitter.com/i/web/status/2012026526556909840 https://twitter.com/i/web/status/2012026526556909840"
[X Link](https://x.com/AtlasCapitalxx/status/2012026526556909840) 2026-01-16T04:58Z [----] followers, [---] engagements
"$ASTS up 333% in [--] months. $ASTS up 8.52% today. Last [--] days for $ASTS: ✅ BlueBird [--] deployed (2400 sq ft array) ✅ Saudi Arabia $175M/10-year deal ✅ India Vi partnership ✅ US Gov + Verizon contracts ✅ MDA SHIELD selected $ASTS next quarter revenue: $40M (vs $4.4M last quarter) 45-60 satellites by YE [----]. Continuous coverage by mid-2026. Scotiabank downgrade = gift. Last accumulation under $100. $ASTS to $200+ once continuous coverage proven. https://twitter.com/i/web/status/2012102528691740774 https://twitter.com/i/web/status/2012102528691740774"
[X Link](https://x.com/AtlasCapitalxx/status/2012102528691740774) 2026-01-16T10:00Z [--] followers, [--] engagements
"$ONDS unveiling: [----] business plan Financial outlook Product roadmap Capital allocation Recent $ONDS wins: $16.4M counter-UAS orders $10M autonomous systems orders $1B raise above market $ONDS Revenue: $6M (2024) $36M (2025) $110M (2026E) Defense budgets expanding. US regulations favor domestic. $ONDS owns entire stack. Tomorrow = inflection point for $ONDS. https://twitter.com/i/web/status/2012155377874350417 https://twitter.com/i/web/status/2012155377874350417"
[X Link](https://x.com/AtlasCapitalxx/status/2012155377874350417) 2026-01-16T13:30Z [--] followers, [---] engagements
"$ONDS JUST CRUSHED EXPECTATIONS - RAISING [----] GUIDANCE BY 25% Investor Day just dropped absolute BOMBS: [----] REVENUE RAISED TO $170-180M (was $140M) Thats a 25% guidance INCREASE. In the middle of Investor Day. $ONDS Q4 2025: $27-29M (51% ABOVE prior target) Full Year 2025: $47.6-49.6M (23% ABOVE target) BACKLOG EXPLODED: $65.3M as of Dec [--] (was $23.3M on Nov 13) Thats a 180% INCREASE in backlog in [--] weeks. $ONDS WAR CHEST: Pro-forma cash: $1.5 BILLION Let me put this in perspective: $ONDS Revenue trajectory: 2024: $6M 2025: $48M (8x growth) 2026E: $175M (3.6x growth) At this rate: 2027:"
[X Link](https://x.com/AtlasCapitalxx/status/2012173455945289776) 2026-01-16T14:41Z [--] followers, [---] engagements
"$35M SEAPOWER BATTERY SALES = NOBODY UNDERSTANDS WHAT THIS MEANS FOR $KRKNF Anduril: $1B+ in AUV contracts. $KRKNF = exclusive supplier. HII: Building unmanned subs. Using $KRKNF tech. $KRKNF Q3: $31.3M revenue (60% YoY) 59% margins $8M EBITDA (92% growth) $KRKNF [----] revenue: $150M+ projected $KRKNF trading at 3x revenue while growing 60% with 59% margins. Defense tech comps: 10-15x revenue. $150M x 10x = $1.5B market cap = 3.3x return for $KRKNF. CONSERVATIVE. https://twitter.com/i/web/status/2012207972039217587 https://twitter.com/i/web/status/2012207972039217587"
[X Link](https://x.com/AtlasCapitalxx/status/2012207972039217587) 2026-01-16T16:59Z [--] followers, [--] engagements
"$IREN up 285% in [----]. People say $IREN is "expensive." $IREN Market cap: $15.1B Power capacity: [----] GW Current util: 16% $3.4B ARR Full util: 100% $21.25B potential revenue You're paying $15B for $IREN's $21B+ annual revenue potential. That's not expensive. That's free. $IREN Microsoft: $9.7B deal (76000 NVIDIA GB300 GPUs) Dell: $5.8B secured Target: [------] GPUs by EOY [----] Bernstein (right): $75 $IREN to $100+ in [----]. https://twitter.com/i/web/status/2012253527620583828 https://twitter.com/i/web/status/2012253527620583828"
[X Link](https://x.com/AtlasCapitalxx/status/2012253527620583828) 2026-01-16T20:00Z [--] followers, [--] engagements
"Very good write up go check this out $ALMU $ALMU can genuinely 100x from where it is today and heres how: $ALMU can genuinely 100x from where it is today and heres how:"
[X Link](https://x.com/AtlasCapitalxx/status/2012304566109270394) 2026-01-16T23:22Z [---] followers, [---] engagements
"$ONDS revenue trajectory: 2024: $6M 2025: $36M (6x) 2026E: $110M (3x) 2027E: $250M+ 2028E: $500M+ Defense tech at scale: 5-10x revenue multiples. $500M x 8x = $4B valuation $ONDS Current: $5.2B "Already priced in" No. $ONDS $1B war chest enables M&A that accelerates timeline. $ONDS Investor Day tomorrow shows how they hit $250M by [----] not [----]. $ONDS to $15-20B market cap by [----]. https://twitter.com/i/web/status/2012315178965303596 https://twitter.com/i/web/status/2012315178965303596"
[X Link](https://x.com/AtlasCapitalxx/status/2012315178965303596) 2026-01-17T00:05Z [----] followers, [---] engagements
"$ASTS at $120 and people are asking if they missed it. SpaceX IPO still hasn't happened. Full commercial deployment still ahead. Global expansion just beginning. This isn't the top. This is the middle innings of a decade-long infrastructure build"
[X Link](https://x.com/AtlasCapitalxx/status/2012586970111709368) 2026-01-17T18:05Z [--] followers, [---] engagements
"The $ONDS Re-Rating: Why $25 Is Just The Beginning Let me explain what just happened with $ONDS and why most investors are missing the bigger picture. The Catalyst Chain [--] days ago: Trading at $7-8 with analyst consensus at $10-$13 January 16: Investor Day delivers: Q4 revenue guidance raised 51% to $27-29M [----] revenue raised 25% to $170-180M Backlog exploded 180% to $65.3M (from $23.3M in November) Pro-forma cash balance exceeds $1.5B after $1B raise This week: H.C. Wainwright DOUBLES their price target from $12 to $25 That's 92% upside from current $13 levels. When an analyst doubles a"
[X Link](https://x.com/AtlasCapitalxx/status/2013650909792780347) 2026-01-20T16:32Z [---] followers, [---] engagements
"@KawzInvests Multibagger🔥🔥"
[X Link](https://x.com/AtlasCapitalxx/status/2013697763691614540) 2026-01-20T19:38Z [---] followers, [--] engagements
"@Tiger_Strat wow youve been in early. love to see it"
[X Link](https://x.com/AtlasCapitalxx/status/2015166562487951691) 2026-01-24T20:55Z [----] followers, [----] engagements
"Another Anduril Proxy found legendary find from @KawzInvests $OPTT ($90M) just partnered with Anduril to deliver PowerBuoys to the U.S. Coast Guard / DHS. Let that sink in. A sub-$100M microcap is now working directly with one of the fastest growing defense primes in America on maritime domain awareness infrastructure. Anduril doesn't https://t.co/bQR0WNH289 $OPTT ($90M) just partnered with Anduril to deliver PowerBuoys to the U.S. Coast Guard / DHS. Let that sink in. A sub-$100M microcap is now working directly with one of the fastest growing defense primes in America on maritime domain"
[X Link](https://x.com/AtlasCapitalxx/status/2015209545463656652) 2026-01-24T23:46Z [----] followers, 525K engagements
"Here is an interesting company I will be looking into come Monday: $OPTT. 🌊🛰 The partnership with Anduril to deliver PowerBuoys for the USCG/DHS is a massive validator. Seeing a sub-$100M microcap land a $5M+ contract to integrate directly into Andurils Lattice C2 system is a major defense setup. The Highlights: ✅ Backlog up 184% YoY ($15M) ✅ Pipeline sitting at $137.5M ✅ Landmark $5M US Coast Guard deal ✅ HC Wainwright $1.50 PT The Risks: ⚠ Tight cash runway ($11.7M) vs. high burn ⚠ Q2 revenue timing issues due to govt shutdown ⚠ Dilution risk if they raise before revenue scales The"
[X Link](https://x.com/AbyssCapitalx/status/2015439869049291027) 2026-01-25T15:01Z [----] followers, 355.2K engagements
"$OPTT just ripped 20% overnight. No position yet but this is the kind of setup that makes Monday interesting. Up 20.59% to $0.5606 while most people were asleep. Heres what happens next with these overnight runners: Pre-market momentum carries into open Algos start scanning for breakouts Retail piles in chasing the move The stocks that gap up over the weekend and hold They dont fade on Monday. They tend to run. Volume hasnt even hit yet. Charts setting up. Momentums building. $OPTT could absolutely fly Monday. Here is an interesting company I will be looking into come Monday: $OPTT. 🌊🛰 The"
[X Link](https://x.com/AtlasCapitalxx/status/2015606548756627727) 2026-01-26T02:03Z [----] followers, 20.1K engagements
"@realstockfox well we are in the red now haha i will be adding once my funds settle tomorrow"
[X Link](https://x.com/AtlasCapitalxx/status/2015828914581422126) 2026-01-26T16:47Z [----] followers, [---] engagements
"@BlackPantherCap Love to see it. Kraken is my bread and butter"
[X Link](https://x.com/AbyssCapitalx/status/2015904882570514783) 2026-01-26T21:49Z [----] followers, [---] engagements
"$LTRX Just opened a position Heres why Im bullish: $LTRX Defense Drone Tailwind: Powering Red Cats Black Widow drones for the U.S. Army SRR program. Production shipments already started (Aug 2025). This isnt speculative - its REVENUE. NDAA-Compliant Edge AI: Only North America-based Qualcomm partner offering TAA-compliant compute modules. In a world banning Chinese drones thats a moat. Momentum Building: +70% past year +30% past [--] months but still only $230M market cap. Nano-cap with defense revenue = asymmetric upside. $LTRX $LTRX [--] Drone OEM Partnerships: Up from [--] last quarter. The"
[X Link](https://x.com/AtlasCapitalxx/status/2016264622613938646) 2026-01-27T21:38Z [----] followers, [----] engagements
"Just took a big position in $LRTX $LTRX just announced the Safe Pro partnership this morning and the market is SLEEPING on what this really means. This is LTRX becoming critical infrastructure across the entire defense drone ecosystem. The ONDS Connection: Lantronix partnered with Safe Pro Group to integrate Safe Pro's Object Threat Detection AI with Lantronix's Qualcomm-based edge compute solutions Wikipedia. Ondas Holdings poured $14M into Safe Pro in October [----] Bloomberg. LTRX now has a direct technical integration inside the $ONDS ecosystem. The Anduril Supply Chain: Trillium's HD45"
[X Link](https://x.com/AtlasCapitalxx/status/2016266663612829908) 2026-01-27T21:46Z [----] followers, [----] engagements
"$LTRX up 8.5% during market. Up 17.6% after hours. The market is finally waking up. While everyone chases $ONDS at $5B and 100x+ sales $LTRX is sitting at $270M market cap with MORE ACTUAL REVENUE and direct connections to the same supply chains. Let me spell this out clearly: The After-Hours Move Tells You Everything: +17.6% AH isn't retail FOMO. That's institutional money connecting the dots before retail does. What They're Seeing: Safe Pro partnership announced this morning = direct line into the $ONDS ecosystem ($14M Ondas investment in Safe Pro) Trillium integration from December ="
[X Link](https://x.com/AtlasCapitalxx/status/2016363094553796625) 2026-01-28T04:09Z [----] followers, 19.4K engagements
"$PGY is the most mispriced infrastructure play Ive seen in years and heres why the market has it completely wrong. $PGY has processed $3.2 trillion in credit applications and powers lending for [--] partners including $USB $SOFI and Klarna with 100% retentionyet $PGY trades at 7x forward EBITDA while pure infrastructure like $V $MA $PYPL command 15-20x multiples. $PGY earns fees on $12B+ annual network volume while transferring 95-97% of credit risk to ABS investors operating like $V for consumer lending but the market prices $PGY as if it holds loans on balance sheet like $UPST. Recent KBRA"
[X Link](https://x.com/AbyssCapitalx/status/2013003339655508159) 2026-01-18T21:39Z [----] followers, [----] engagements
"Just Started a Big Position in $TE - Here's Why Just started a significant position in $TE (T1 Energy). This is one of the most asymmetric infrastructure plays in the market right now. The Transformation T1 Energy went from zero revenue to over $600M annual run rate through the acquisition of Trina Solar's [--] GW U.S. manufacturing facility for $621 million in December [----]. This instantly made T1 the largest American-owned silicon-based solar module manufacturer in the United States representing over 50% of U.S. silicon-based solar module capacity. Recent Catalysts (December [----] - January"
[X Link](https://x.com/CKInvestx/status/2014010332348375389) 2026-01-21T16:20Z [----] followers, 20.3K engagements
"Doubled My $ASTS Position at $97 Today - Here's Why $ASTS dropped 11.5% today to $97. While others were selling I was buying. Doubled my position. Let me explain why this dip was a gift and why the recent catalysts have me more bullish than ever on $ASTS. Why I Doubled $ASTS at $97 [--]. The Analyst Upgrades (Literally Yesterday) Deutsche Bank (Jan [--] 2026): Raised $ASTS price target from $81 to $137. That's 41% upside from $97. Clear Street (Jan [--] 2026): Raised $ASTS price target from $87 to $137. Both upgrades came AFTER $ASTS hit $120. They raised INTO strength not on weakness. That tells"
[X Link](https://x.com/CKCapitalxx/status/2014099890771570921) 2026-01-21T22:16Z [----] followers, 16.6K engagements
"BREAKING: SpaceX IPO News Is Massively Bullish for $ASTS - Here's Why SpaceX is set to hire Bank of America Goldman Sachs JPMorgan and Morgan Stanley to lead its IPO in [----] per FT. Expected valuation: $1.5 trillion. This will be the largest IPO in history. While everyone's focused on SpaceX they're missing the massive second-order effect: $ASTS is about to become the highest-conviction space infrastructure play for institutional capital. $ASTS Is the Only Public Pure-Play When SpaceX goes public institutions building "space infrastructure" allocations need complementary exposure. Here's the"
[X Link](https://x.com/CKCapitalxx/status/2014379956944412749) 2026-01-22T16:49Z [----] followers, [----] engagements
"$ONDS at $12.09: Why Im Still Extremely Bullish $ONDS pulled back to $12.09 today. While others panic Im looking at fundamentals. Heres why this changes nothing. The Guidance Everyones Ignoring January 16: $ONDS raised [----] revenue guidance to $170-180M a 25% increase from prior $140M target. [----] Results: Full-year revenue: $47.6-49.6M Q4 revenue: $27-29M (3x Q3) Cash: $1.5B+ Backlog: $65.3M (up 180% in [--] days) $ONDS has $1.5B cash and just raised guidance by 25%. This is execution ahead of schedule. Analyst Targets Havent Changed H.C. Wainwright: $25 price target (107% upside) Stifel:"
[X Link](https://x.com/CKCapitalxx/status/2014852589133717914) 2026-01-24T00:07Z [----] followers, 38.2K engagements
"@EstupidoMax in my opinion kraken has the best RR in the market"
[X Link](https://x.com/CKInvestx/status/2015507709869634038) 2026-01-25T19:30Z [----] followers, [----] engagements
"On Friday I Took a Large Position in $NBIS - Here's Why While most investors are sleeping on $NBIS at $95 I was buying. Let me explain why Nebius is one of the most asymmetric AI infrastructure plays in the market right now. The Revenue Inflection Nobody's Pricing In [----] https://t.co/SZIbIkVC89 On Friday I Took a Large Position in $NBIS - Here's Why While most investors are sleeping on $NBIS at $95 I was buying. Let me explain why Nebius is one of the most asymmetric AI infrastructure plays in the market right now. The Revenue Inflection Nobody's Pricing In [----] https://t.co/SZIbIkVC89"
[X Link](https://x.com/CKInvestx/status/2015801147856974273) 2026-01-26T14:57Z [----] followers, 48.5K engagements
"@SJCapitalInvest Yes dm for it. Also would definitely consider looking into $LTRX before its too late. Similar to OPTX. Connections to Anduril Ondas and Red Cat. Boomed almost 30% today including after hours and looks to just be the start"
[X Link](https://x.com/CKInvestx/status/2016357797781274694) 2026-01-28T03:48Z [----] followers, [---] engagements
"Yesterday $MSFT crushed earnings and here's why it's MASSIVE for $NBIS. The numbers Microsoft just dropped aren't just goodthey're a blueprint for why $NBIS is about to have an absolutely insane [----]. Let me break down the numbers that matter: Microsoft Q2 FY26 Results: Revenue: $81.3 billion (+17% YoY) Azure & cloud services revenue: +39% growth Bloomberg Capital expenditures first half FY26: $72.4 BILLION Roughly half dedicated to GPUs and CPUs for Azure data centers Cybernews Commercial remaining performance obligation (backlog): $625 BILLION TechRadar Now Here's Why This is ABSOLUTELY"
[X Link](https://x.com/AbyssCapitalx/status/2016971883854381416) 2026-01-29T20:29Z [----] followers, [----] engagements
"@retail_mourinho I agree so asymmetric and so undervalued"
[X Link](https://x.com/CKInvestx/status/2016974359211004392) 2026-01-29T20:38Z [----] followers, [---] engagements
"@RiuBnv8u No I am not. Did you make any gains from it"
[X Link](https://x.com/CKCapitalxx/status/2017047423764320322) 2026-01-30T01:29Z [----] followers, [---] engagements
"@RiuBnv8u The RR isnt great anymore IMO i like kraken or ondas more at this point"
[X Link](https://x.com/CKCapitalxx/status/2017048209718178212) 2026-01-30T01:32Z [----] followers, [--] engagements
"@RiuBnv8u I think end of year we could see 20s personally i see better RR in NBIS ASTS and KRKNF"
[X Link](https://x.com/CKCapitalxx/status/2017049252644495661) 2026-01-30T01:36Z [----] followers, [--] engagements
"Government shutdown happening Friday at midnight. Market already sold off hard the last [--] days. This tells me one thing: . : Markets hate uncertainty. When there's a threat of shutdown algos and institutions de-risk. We've seen this pattern before: Sell-off BEFORE the shutdown Bottom during the shutdown Rip higher once funding passes The last shutdown lasted [--] days (Oct-Nov 2025). This one Partial. Only [--] agencies affected. DHS DOD State Treasury Transportation HUD. Defense and veterans already funded. This is nothing compared to the last one. ' : S&P dropped 2.1% Tuesday on Greenland"
[X Link](https://x.com/CKCapitalxx/status/2017280679772356678) 2026-01-30T16:56Z [----] followers, [----] engagements
"$KRKNF: Why Andurils Facility Is About to 4-5x Krakens Revenue Anduril just opened a [------] sq ft AUV production facility at Quonset Point Rhode Island enabling immediate scaling to 200+ Dive-LD units per year. Heres what nobodys talking about: Kraken supplies critical subsystems to every Dive-LD - SeaPower batteries AquaPix SAS sonar and integration electronics. $2.5-3.0M USD per vehicle. At full capacity: $700-840M CAD annual revenue from one facility. The Current Numbers [----] Guidance: $120-135M CAD revenue Q3 2025: $31.3M revenue (+60% YoY) 59% gross margin 25% EBITDA margin $126.6M cash"
[X Link](https://x.com/CKCapitalxx/status/2014479148840890782) 2026-01-22T23:23Z [----] followers, 66.8K engagements
"Why My Conviction Keeps Rising Even After Hitting An All Time High Today And Up 35% In The Last Month: $KRKNF Most people see a stock up 200%+ in a year and think they missed it. I see a company that's barely scratched the surface of its addressable market. Here's what gives me unwavering conviction: $KRKNF The Moat is Widening Not Shrinking: Every battery delivered every contract signed every platform integration makes Kraken harder to displace. You can't just "build a competitor" to 6000-meter certified batteries with a decade of operational data. The Customer List is Untouchable: Anduril."
[X Link](https://x.com/CKCapitalxx/status/2015890678320922882) 2026-01-26T20:52Z [----] followers, 42.8K engagements
"Markets giving us a gift today. Indexes green but high-beta getting crushed. Iran tensions tariff uncertainty PPI volatilityall the usual suspects. When high-conviction names pull back on macro noise instead of broken fundamentals that's not a sell signalit's a buy signal. Here's what I'm eyeing: $RKLB - Rocket LabSpaceX IPO tailwinds are coming. Every pullback before that catalyst is free money. The space infrastructure buildout is multi-decade and RKLB is the only pure-play alternative to SpaceX for small/medium payloads. $TE - T1 Energy infrastructure play that's been on a tear. Any dip"
[X Link](https://x.com/CKCapitalxx/status/2015922475062722678) 2026-01-26T22:59Z [----] followers, [----] engagements
"Nvidia just dropped another $2B into CoreWeave. And guess what They're already investors in $NBIS too. This isn't random. This is Nvidia choosing winners in the neocloud AI infrastructure buildout. What's a Neocloud Companies like CoreWeave and Nebius that build massive GPU clusters specifically for AI workloads. They're not legacy cloud providers trying to retrofitthey're purpose-built from day one for the AI era. Why Nvidia's Investment Pattern Matters: Nvidia has invested heavily in "neocloud" companies focused on AI cloud offerings including CoreWeave Nebius and Lambda Labs ZoomInfo."
[X Link](https://x.com/CKCapitalxx/status/2016152036849430885) 2026-01-27T14:11Z [----] followers, [----] engagements
"$ONDS up 9.33% today to $12.20. While everyones panicking about macro noise the market is quietly repricing what matters: edge compute infrastructure for defense drones. This isnt a dead cat bounce. This is the beginning of a re-rating. The thesis is playing out in real-time: Pure-play exposure to the defense drone buildout AI-powered edge compute thats already deployed in the field Safe Pro partnership adding AI threat detection to the ecosystem But heres what most people are missing: Those price targets were set when the defense drone narrative was just starting. Since then: Global defense"
[X Link](https://x.com/CKCapitalxx/status/2016221453448794321) 2026-01-27T18:47Z [----] followers, [----] engagements
"$ASTS just hit an all-time high of $124 today. My conviction Also at an all-time high. Here's the revenue ramp and what it means for price: : 2025: $50-60M 2026: $250-300M (5x growth) 2027: $830M-$958M (3x growth) 2028: $2.2-2.5B (2.6x growth) : : $200-250 At $300M revenue with 25x sales multiple = $7.5B valuation Momentum + execution premium makes $200-250 realistic : $400-500 At $900M revenue with 20x sales multiple = $18B valuation Satellite deployment + global expansion drives $400-500 : $800-1000 At $2.5B revenue 37% margins = $925M net income Apply 40x P/E = $37B valuation Space"
[X Link](https://x.com/CKCapitalxx/status/2016613394636538239) 2026-01-28T20:44Z [----] followers, [----] engagements
"What dips did you buy today 👀 Market gave us a gift this morning and I wasnt about to waste it. I loaded up on: 🦑 $KRKNF The autonomous underwater defense monopoly trading at a fraction of where it should be. Anduril + HII partnerships arent priced in yet. 🛰 $ASTS Still accumulating anything below $100. Direct-to-cell is inevitable and AST SpaceMobile is the only pure play with satellites already in orbit. ⚡ $TE Just hit new 52-week highs at $9.78 pulled back to $9.40. US solar manufacturing with Section 45X monetization and Treaty Oak locked in. This is going to $15+. Red days separate"
[X Link](https://x.com/CKCapitalxx/status/2016916790413086996) 2026-01-29T16:50Z [----] followers, 14.6K engagements
"Yesterday $MSFT crushed earnings and here's why it's MASSIVE for $NBIS. The numbers Microsoft just dropped aren't just goodthey're a blueprint for why $NBIS is about to have an absolutely insane [----]. Let me break down the numbers that matter: Microsoft Q2 FY26 Results: Revenue: $81.3 billion (+17% YoY) Azure & cloud services revenue: +39% growth Bloomberg Capital expenditures first half FY26: $72.4 BILLION Roughly half dedicated to GPUs and CPUs for Azure data centers Cybernews Commercial remaining performance obligation (backlog): $625 BILLION TechRadar Now Here's Why This is ABSOLUTELY"
[X Link](https://x.com/CKCapitalxx/status/2016983514043003276) 2026-01-29T21:15Z [----] followers, 12.2K engagements
"$ONDS just unlocked the entire DoD procurement pipeline and nobody's talking about it enough. 🚀 What Just Happened: January 28: Ondas' Optimus drone received DCMA Blue List status the DoD's official marketplace for approved NDAA-compliant drones StockAnalysis. This means federal agencies can now purchase Optimus at SCALE with zero friction. No lengthy procurement cycles. Just rapid acquisition. The Numbers Are Screaming: [----] revenue guidance raised to $170-180M (up 25% from prior $140M target) Stocktwits Backlog hit $65.3M a 180% increase in just [--] months Stocktwits $1.5B+ cash after recent"
[X Link](https://x.com/CKCapitalxx/status/2017046074930626705) 2026-01-30T01:23Z [----] followers, 11.1K engagements
"Bitcoin just crashed below $80K for the first time since April [----]. $1.8 BILLION in liquidations overnight. [------] traders wiped out. Crypto Fear & Greed Index at [--] (Extreme Fear). But heres what nobodys talking about: Every time BTC hits its 200-week moving average ($57K) it becomes a generational buying opportunity. March [----] 50% crash in one day then 10x within a year. The pain youre feeling right now IS the opportunity. Weak hands panic. Smart money accumulates. https://twitter.com/i/web/status/2017690715422183708 https://twitter.com/i/web/status/2017690715422183708"
[X Link](https://x.com/CKCapitalxx/status/2017690715422183708) 2026-01-31T20:05Z [----] followers, [----] engagements
"@SkipSandersonn not necessarily cheaper but NBIS and HUT 8"
[X Link](https://x.com/CKCapitalxx/status/2017779683241206093) 2026-02-01T01:58Z [----] followers, [----] engagements
"@AISavvyCapital i am will add monday and slowly add through week if we see tons of red"
[X Link](https://x.com/CKCapitalxx/status/2017806447518642293) 2026-02-01T03:45Z [----] followers, [----] engagements
"@SJCapitalInvest love the port man"
[X Link](https://x.com/CKCapitalxx/status/2018150164020461939) 2026-02-02T02:31Z [----] followers, [----] engagements
"$ONDS just announced theyre acquiring Rotron Aero. Let me explain why this is massive Ondas didnt just buy another drone company. They acquired long-range AUTONOMOUS ATTACK systems. Read that again: STRIKE CAPABILITIES. Heres what Rotron brings to the table: Long-range unmanned combat aerial vehicles (UCAVs) ONE-WAY autonomous attack systems (loitering munitions) Proprietary propulsion technology Vertical integration (design manufacturing) UK Ministry of Defence relationships NATO market access This is the missing piece of the puzzle. Ondas now owns the FULL kill chain: 1.ISR drones (see the"
[X Link](https://x.com/CKCapitalxx/status/2018340258639667367) 2026-02-02T15:06Z [----] followers, [----] engagements
"$IREN update: Sunday night everyone was panicking about the -7% overnight selloff. I bought at $49.30 [--] hours later: UP 10% on my position. $IREN closed green today at $54.13 while the broader market was still red. This is EXACTLY what I meant when I said: Overnight panic = Monday opportunity. Weak hands sold Sunday night on fear. I bought Sunday night on conviction. The thesis hasnt changed: Microsoft $9.7B deal still locked in Earnings Feb 5th [--] days away Energy bottleneck getting worse 84% capacity expansion massive runway Market just proved who was right. Bears got shaken out at $50. Im"
[X Link](https://x.com/CKCapitalxx/status/2018379327692300583) 2026-02-02T17:41Z [----] followers, 23.8K engagements
"@ilzmcfly Long $IREN"
[X Link](https://x.com/CKCapitalxx/status/2018434276534968522) 2026-02-02T21:20Z [----] followers, [---] engagements
"@bdinvestingg Long $IREN"
[X Link](https://x.com/CKCapitalxx/status/2018434321556578458) 2026-02-02T21:20Z [----] followers, [---] engagements
"Love $IREN $70 on the way🚀🚀 This week I bought $IREN to complete my AI infrastructure stack along with $NBIS GPU cloud provider building AI data centers with massive backlog $VRT Provides power cooling and infrastructure for AI data centers $ANET High-speed networking connecting GPUs servers https://t.co/1VEyJeG3fV This week I bought $IREN to complete my AI infrastructure stack along with $NBIS GPU cloud provider building AI data centers with massive backlog $VRT Provides power cooling and infrastructure for AI data centers $ANET High-speed networking connecting GPUs servers"
[X Link](https://x.com/CKCapitalxx/status/2018435441846829464) 2026-02-02T21:24Z [----] followers, 21.3K engagements
"@retail_mourinho fun couple weeks ahead with $IREN and $NBIS earnings"
[X Link](https://x.com/CKCapitalxx/status/2018438843892933089) 2026-02-02T21:38Z [----] followers, [---] engagements
"@MarketInvestorX mark your calendar deal coming the 5th"
[X Link](https://x.com/CKCapitalxx/status/2018488321156997557) 2026-02-03T00:54Z [----] followers, [----] engagements
"Pre Market Prices looking Strong so far Lets see how they hold throughout the day👊🏻👊🏻"
[X Link](https://x.com/CKCapitalxx/status/2018690653748670618) 2026-02-03T14:18Z [----] followers, [----] engagements
"@jonathan_nhl 5th we pray"
[X Link](https://x.com/CKCapitalxx/status/2018758341783068684) 2026-02-03T18:47Z [----] followers, [----] engagements
"@LandoInvests im with you man woke up for school and now at work all while getting killed in the markets"
[X Link](https://x.com/CKCapitalxx/status/2019146850209542419) 2026-02-04T20:31Z [----] followers, [---] engagements
"You're right that they can't 'recognize' it as revenue for EPS until the GPUs are live but you're missing the Balance Sheet impact. Tomorrow is the first time we'll see the $1.9B cash prepayment hit their bank account which proves the deal is real and officially kills the need for more share dilution https://twitter.com/i/web/status/2019193458720702546 https://twitter.com/i/web/status/2019193458720702546"
[X Link](https://x.com/CKCapitalxx/status/2019193458720702546) 2026-02-04T23:36Z [----] followers, [----] engagements
"@obfuscatelife partially correct. they can't 'recognize' it as revenue for EPS until the GPUs are live but you're missing the Balance Sheet impact. Tomorrow is the first time we'll see the $1.9B cash prepayment hit their bank account"
[X Link](https://x.com/CKCapitalxx/status/2019193776720474611) 2026-02-04T23:38Z [----] followers, [----] engagements
"@JonesLee1231977 hmmm will the same thing that happened to amd happen"
[X Link](https://x.com/CKCapitalxx/status/2019267400173252708) 2026-02-05T04:30Z [----] followers, [---] engagements
"Brutal day for the portfolio. $IREN: -15% AH on earnings miss $NBIS: Getting hit on broad market weakness despite Missouri [---] GW facility announcement $ASTS: Down with the rest of growth/space names This is what drawdowns feel like. No sugarcoating it. What Im NOT doing: Panic selling $IREN at the bottom. Chasing new positions into volatility. Making emotional decisions when $NBIS and $ASTS are bleeding. What I AM doing: Sitting tight on core positions. Letting the dust settle on $IREN $NBIS and $ASTS. Watching my watchlist for entry points when fear peaks. Current Watchlist: $TE - U.S."
[X Link](https://x.com/CKCapitalxx/status/2019596844473504150) 2026-02-06T02:19Z [----] followers, [----] engagements
"@accounting_ds @NighthawkTradez i made this my profile picture before i even knew who he was its too late to change it lmao"
[X Link](https://x.com/CKCapitalxx/status/2020287347032576499) 2026-02-08T00:03Z [----] followers, [---] engagements
"@accounting_ds @NighthawkTradez i never have and will never touch $HIMS"
[X Link](https://x.com/CKCapitalxx/status/2020294311615586734) 2026-02-08T00:31Z [----] followers, [---] engagements
"Taking a small position in $PGY before Mondays earnings. Heres why I think they beat. Earnings: Monday Feb [--] [----] (before market open) Current price: $19 Estimate: $0.34 EPS The Setup: Last quarter (Q3 2025) $PGY crushed earnings: Reported $1.02 EPS vs $0.66 estimate (55% beat) Revenue: $350M vs $338M estimate Stock jumped from $24.45 to $27.77 post-earnings (+13%) Now trading at $19 after a -30% pullback from highs. The market is pricing in weakness that I dont think exists. Why I Think They Beat: [--]. Recent Deal Announcements Signal Strong Q4: Closed $350M ABS securitization in December"
[X Link](https://x.com/CKCapitalxx/status/2020532882779803825) 2026-02-08T16:19Z [----] followers, [----] engagements
"Nobody talks about the Anduril- $KRKNF connection enough and it's the most asymmetric defense play in the market right now. Current price: $6.10 Market cap: $1.8B 52-week range: $1.40 $6.81 Palmer Luckey (Anduril founder) said it himself: "Kraken makes batteries. We buy batteries from Kraken." That's not a casual vendor relationship. That's mission-critical dependency. Here's What Makes This Criminal: $KRKNF supplies SeaPower batteries and AquaPix SAS sonar to EVERY major Anduril undersea platform: Dive-LD (Replicator Tranche [--] US Navy selected) Ghost Shark (A$1.7B Australian Navy contract)"
[X Link](https://x.com/CKCapitalxx/status/2021286670859927820) 2026-02-10T18:14Z [----] followers, [---] engagements
"Another Stock I Havent Talked About That Just Hit My Buy Zone: $AMPX Current price: $10.18 Market cap: $1.3B $AMPX manufactures silicon anode lithium-ion batteries with up to [---] Wh/kg energy densitythats TWICE the energy density of conventional graphite batteries. Their silicon anode platform holds 10x more lithium ions than graphite. Longer flight times extended range higher payload capacity for drones electric aviation and defense platforms. Institutions Are Loading Up Hard: BlackRock: 7.5M shares (+41.5%) Vanguard: 7.1M shares (+9.5%) Citadel: 3.5M shares (+954.6%) Susquehanna: 2.9M"
[X Link](https://x.com/CKCapitalxx/status/2022108573992398848) 2026-02-13T00:40Z [----] followers, [----] engagements
"If you own ANY of these stocks youre putting yourself in an AMAZING position. The AI infrastructure + defense + space buildout is the biggest wealth creation event of our generation. These [--] names sit at the center of it. $ASTS - AST SpaceMobile Building 248-satellite constellation for direct-to-device broadband. Just got FCC approval for U.S. testing with AT&T and Verizon. Aiming for 45-60 BlueBirds in orbit by end of [----]. Every phone on Earth becomes a potential customer. $KRKNF - Kraken Robotics Supplies SeaPower batteries and sonar to EVERY Anduril undersea platform (Dive-LD Ghost Shark"
[X Link](https://x.com/CKCapitalxx/status/2020963871641514376) 2026-02-09T20:51Z [----] followers, 62.3K engagements
"The market is overreacting to the $TE Chief Accounting Officer news and it's creating a buying opportunity. Here's what actually happened: On February 5th $TE terminated Denise Cruz (CAO) and immediately appointed Tom Mahrer as the new Chief Accounting Officer and Corporate Controller. Cruz was offered a termination package to "pursue personal interests." Same-day replacement. Clean transition. Who Is Tom Mahrer [--] years old Joined $TE in October [----] as Director of SEC Reporting 15+ years of financial leadership in energy and manufacturing Spent 2014-2025 at Valero Energy Corporation"
[X Link](https://x.com/CKCapitalxx/status/2021681815237324998) 2026-02-11T20:24Z [----] followers, 13.4K engagements
"Never stops comin $ONDS Ondas secured a new multi-million European order for Iron Drone Raider following successful deployment at a major international airport in a NATO country. $ONDS https://t.co/F7HH0MKBHd Ondas secured a new multi-million European order for Iron Drone Raider following successful deployment at a major international airport in a NATO country. $ONDS https://t.co/F7HH0MKBHd"
[X Link](https://x.com/CKCapitalxx/status/2022337960314880036) 2026-02-13T15:51Z [----] followers, [----] engagements
"Fundamentals Up Stock Price Down - Thats How You Know Its Time to Buy $NBIS $ASTS $ONDS $KRKNF are all down from all-time highs. And the fundamentals have only gotten better. $NBIS: Down 37% from ATH ($141 $89) Q4 revenue: +547% YoY [----] ARR guidance: $7-9B (up 7x YoY) Contracted power: 3.0+ GW EBITDA margin: 24% (turned positive) Cash: $3.7B Market doesnt care about 547% revenue growth apparently. $ASTS: Down 36% from ATH ($130 $83) BlueBird [--] successfully deployed: largest commercial communications array ever in LEO 45-60 satellites launching by end of [----] Just raised $1B+ to fully fund"
[X Link](https://x.com/CKCapitalxx/status/2022126567900459027) 2026-02-13T01:51Z [----] followers, [----] engagements
"Long $NBIS Following $NBIS' Q4 results: Northland reiterated Outperform with a $211 PT 🟢 Citizens reiterated Outperform with a $175 PT 🟢 D.A. Davidson reiterated Buy with a $150 PT 🟢 MS reiterated Equalwt/Attractive with a $126 PT 🟢 Seaport Global reiterated Neutral with https://t.co/FYgqrUhhoA Following $NBIS' Q4 results: Northland reiterated Outperform with a $211 PT 🟢 Citizens reiterated Outperform with a $175 PT 🟢 D.A. Davidson reiterated Buy with a $150 PT 🟢 MS reiterated Equalwt/Attractive with a $126 PT 🟢 Seaport Global reiterated Neutral with https://t.co/FYgqrUhhoA"
[X Link](https://x.com/CKCapitalxx/status/2022359313323561196) 2026-02-13T17:16Z [----] followers, [----] engagements
"You can never be too bullish $ASTS When I ask Gemini about forecasting out to [----] adding "dual use" case with gov't/defense contract wins and foray into AI. $850 - $1200 price target reached by [----] with a full [---] satellite constellation We are not bullish enough https://t.co/yO6iSWp7AW When I ask Gemini about forecasting out to [----] adding "dual use" case with gov't/defense contract wins and foray into AI. $850 - $1200 price target reached by [----] with a full [---] satellite constellation We are not bullish enough https://t.co/yO6iSWp7AW"
[X Link](https://x.com/CKCapitalxx/status/2022394450077716573) 2026-02-13T19:36Z [----] followers, [----] engagements
"🚨 $ASTS JUST BECAME A DEFENSE PRIME CONTRACTOR 🚨 This isnt just selected for SHIELD. $ASTS got PRIME CONTRACT status. WHAT THIS MEANS: PRIME = $ASTS can bid DIRECTLY on unlimited DoD task orders. No middleman. Theyre now competing alongside Lockheed ($117B) Northrop ($71B) Raytheon for Golden Dome contracts. $ASTS market cap: $7B They just got the SAME contract status as companies 10-16x bigger. WHY THIS IS MASSIVE: SHIELD = IDIQ (Indefinite Delivery Indefinite Quantity). UNLIMITED task orders. Each could be $50M-$500M+. $ASTS has the largest commercial phased arrays in LEO (2400 sq ft)."
[X Link](https://x.com/CKCapitalxx/status/2012147402661155257) 2026-01-16T12:58Z [----] followers, [---] engagements
"$KRKNF Valuation Model: Why This Could Be a 10-Bagger by [----]. This is why I am so bullish and you should be to. Here is a valuation model for $KRKNF (Kraken Robotics) based on confirmed production schedules from Anduril and other defense primes. The numbers are staggering. Let me walk you through why $KRKNF could trade at C$115+ by [----] based on current contracts and conservative assumptions. The Model: Revenue Projections Through [----] 2026: C$753M revenue (6x current run rate) 2027: C$1.03B revenue 2028: C$1.40B revenue 2029: C$1.63B revenue 2030: C$1.85B revenue This isn't speculation."
[X Link](https://x.com/CKCapitalxx/status/2014687072167010734) 2026-01-23T13:10Z [----] followers, 62.9K engagements
"On Friday I Took a Large Position in $NBIS - Here's Why While most investors are sleeping on $NBIS at $95 I was buying. Let me explain why Nebius is one of the most asymmetric AI infrastructure plays in the market right now. The Revenue Inflection Nobody's Pricing In [----] Full Year: $500-550M revenue $900M-$1.1B ARR [----] Guidance: $3.45-7B revenue $7-9B ARR [----] Projections: $7.8-9B revenue (analyst consensus) [----] Projections: $14B+ revenue That's 521-1400% YoY growth from [----] to [----]. This isn't a forecast. This is contracted revenue from Microsoft and Meta multi-year AI infrastructure"
[X Link](https://x.com/CKCapitalxx/status/2015091639614627906) 2026-01-24T15:57Z [----] followers, 186.2K engagements
"@63teleco83 i like IREN in the short term but I prefer HUT [--] they have a much more powerful pipeline"
[X Link](https://x.com/CKCapitalxx/status/2015213208001261607) 2026-01-25T00:00Z [----] followers, [----] engagements
"$KRKNF just hit all-time highs today and Ive been posting this since $3. Now were sitting at almost $7. Thats a 133% move. And were just getting started. Why Im Still Bullish at ATH: Most people see a stock at all-time highs and think they missed it. I see a company thats about to prove the production ramp is real. Earnings This Quarter = The Catalyst Everyones Sleeping On: Q4 earnings are coming soon. And if the numbers show what I think they will were about to see SeaPower battery production scaling significantly. Heres what to watch for: Sequential revenue growth accelerating SeaPower"
[X Link](https://x.com/CKCapitalxx/status/2016567339282485435) 2026-01-28T17:41Z [----] followers, 18.8K engagements
"Taking a MASSIVE position in $IREN on Monday. Heres why Im going all in: BlackRock just said it themselves: The real constraint isnt chipsits LAND and ENERGY. $IREN controls the largest power campus in the world. Bigger than $AMZN data centers. Bigger than $MSFT facilities. Bigger than $META campuses. $17B market cap. For the company that literally controls the bottleneck to the entire AI buildout. While everyones fighting over $NVDA GPUs $IREN is sitting on 1+ GIGAWATT of power capacity that CANNOT be replicated. You cant just build more power in [--] months. This takes YEARS. Meanwhile AI"
[X Link](https://x.com/CKCapitalxx/status/2017743093127422189) 2026-01-31T23:33Z [----] followers, 227K engagements
"Another reason Im SO bullish on $IREN: Earnings dropping February 5th and last quarter they beat EPS estimates by 620% ($1.08 vs $0.15 expected). But heres the part everyones missing: Their 140K GPU expansion represents only 16% of their 3GW power portfolio . Let me repeat that. Theyre scaling to $3.4B in annual revenue using SIXTEEN PERCENT of their total capacity. That means they have 84% MORE room to grow AFTER hitting $3.4B ARR. Wall Street consensus: $80 median price target (51% upside from here). Most bullish analyst at Cantor Fitzgerald has a 156% upside target. Meanwhile Im sitting"
[X Link](https://x.com/CKCapitalxx/status/2017858308061757757) 2026-02-01T07:11Z [----] followers, 56.9K engagements
"Seeing a lot of FUD in my replies about $IREN execution risk and demand slowdown. Let me make this crystal clear: Microsoft didnt sign a $9.7 BILLION five-year contract because theyre uncertain about AI demand. Think about what that means: $MSFT is literally PRE-PAYING for capacity that doesnt even exist yet. Theyre not buying GPUs. Theyre buying POWER + INFRASTRUCTURE. Why Because theyve done the math and realized: You can order 100K H100s from $NVDA tomorrow But you CANT build a gigawatt data center in [--] months It takes 3-5 YEARS to get power infrastructure approved and built $MSFT $META"
[X Link](https://x.com/CKCapitalxx/status/2018036543496061183) 2026-02-01T18:59Z [----] followers, 30.6K engagements
"Yesterday I told you I was taking a MASSIVE position in $IREN on when the market opens. Overnight market just opened $IREN down 7%. I just bought in. Markets selling off on Sunday night fear while the thesis remains 100% intact: Microsoft $9.7B contract locked in Feb 5th earnings [--] days away Last quarter: 620% EPS beat 84% capacity still available to scale Futures traders panicking on macro headlines Meanwhile I just locked in my entry at $50 instead of $54. This is a GIFT. The same people who said Ill wait for a pullback are now going to be too scared to buy it. Weak hands sell Sunday night."
[X Link](https://x.com/CKCapitalxx/status/2018137700809814418) 2026-02-02T01:41Z [----] followers, 76.1K engagements
"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 [----]. This cant be a coincidence. Heres what we know: 1.IREN already has the $9.7B Microsoft deal locked is investing $125B in [----] CapEx with MORE planned for [----] grew 20.2% YoY - the largest growth rate in [--] quarters backlog hit $200 BILLION 5.IREN specifically MOVED their earnings date to align with Amazon Companies dont"
[X Link](https://x.com/CKCapitalxx/status/2018427988468191309) 2026-02-02T20:55Z [----] followers, 106.3K engagements
"$IREN sitting at $55 after hours. I bought Sunday night at $49.30. Up 12% in [--] hours. And Im adding MORE tomorrow before earnings on the 5th. Heres what nobodys talking about: The Infrastructure Monopoly Play: BlackRock literally said: Companies havent struggled to get chips the REAL constraint is land and energy. Let that sink in. Every hyperscaler can order H100s from $NVDA tomorrow. But building a 1GW+ data center That takes 3-5 YEARS of: Environmental permits Power grid approvals Construction buildout Utility agreements IREN already HAS all of this locked in. Theyre not waiting for"
[X Link](https://x.com/CKCapitalxx/status/2018520070633255027) 2026-02-03T03:01Z [----] followers, 42.4K engagements
"My entire portfolio right now: 40% $ASTS 30% $KRKNF 30% $IREN Thats it. Nothing else. 100% conviction. [--] stocks. All in. Heres why these prices are GIFTS: $ASTS @ $107 (40% of portfolio) Market cap: $38B AST SpaceMobile is building the worlds first space-based cellular network. Not satellite internet like Starlink. Actual cellular service direct to your existing phone. The partnerships: AT&T commercial agreement signed Verizon partnership locked in Vodafone covering Europe 45+ mobile network operators globally BlueWalker [--] operational. Block [--] satellites launching throughout [----] for"
[X Link](https://x.com/CKCapitalxx/status/2018705834490896648) 2026-02-03T15:19Z [----] followers, 39.1K engagements
"I AM NOW BULLISH ON $CIFR The $2 Billion $AMZN Validation Just Changed Everything TODAY Cipher Mining announced a $2 billion senior secured notes offering backed by a $5.5 BILLION 15-year lease with $AMZN Data Services. This is not another speculative Bitcoin miner. This is a Tier-1 hyperscaler-validated AI infrastructure play. Why This Changes the Game $AMZN Is the Ultimate Guarantor $5.5B in contracted revenue over [--] years (with three 5-year extension options) $AMZN guarantees ALL base rent and operating expenses $AMZN covers construction cost overruns exceeding $9.5M per IT megawatt 300"
[X Link](https://x.com/CKCapitalxx/status/2018751972351045949) 2026-02-03T18:22Z [----] followers, 92.7K engagements
"$ASTS up 10% today while the entire market was a bloodbath. Let that sink in. S&P 500: RED Nasdaq: RED Dow: RED Russell 2000: RED $ASTS: +10% GREEN 🟢 This isnt just holding up well. This is RIPPING while everything else bleeds. While macro traders panic sold on the shutdown ASTS said nah were going parabolic. Why Because the market is finally waking up to what weve known for months: First space-based cellular network in history 45+ carrier partnerships locked in $1B in committed contracts Block [--] satellites launching throughout [----] Commercial revenue starting Q2/Q3 SpaceX IPO coming (lifts"
[X Link](https://x.com/CKCapitalxx/status/2018847018454552822) 2026-02-04T00:40Z [----] followers, [----] engagements
"$IREN bulls I found something you're gonna LOVE. THESE NEXT [--] DAYS COULD BE WILD After some digging I found this: $IREN's 2-day move LEADING UP TO earnings over the last [--] quarters: Q1 [----] (Nov [--] 2025): +14.2% ✅ Q4 [----] (Aug [--] 2025): +11.8% ✅ Q3 [----] (May [--] 2025): +10.3% ✅ Q2 [----] (Feb [--] 2025): +12.1% ✅ Q1 [----] (Nov [--] 2024): +9.4% ✅ Q4 [----] (Aug [--] 2024): +13.7% ✅ Q3 [----] (May [--] 2024): +15.5% ✅ Q2 [----] (Feb [--] 2024): +11.1% ✅ Q1 [----] (Nov [--] 2023): +10.8% ✅ Q4 [----] (Sep [--] 2023): +12.4% ✅ Read that again. [--] out of [--] quarters $IREN has rallied 9%+ in the [--] days BEFORE earnings. Not"
[X Link](https://x.com/CKCapitalxx/status/2018992944481554723) 2026-02-04T10:20Z [----] followers, 97.6K engagements
"High beta is getting absolutely SLAUGHTERED right now. $IREN down $ASTS down$NBIS down $ONDS down $PLTR down $RKLB down Red across the board. Let me tell you something: This is where 90% of retail loses money. They panic sell at the bottom. Lock in losses. Then watch the stocks rip 30% in two weeks. Ive seen this movie a thousand times. Heres what Im doing: NOTHING. Not selling a single share. Why Because the FUNDAMENTALS havent changed: IREN still has the $9.7B Microsoft contract ASTS still has 45+ carrier partnerships NBIS still has the Microsoft $17.4B deal ONDS still raising $1B for"
[X Link](https://x.com/CKCapitalxx/status/2019100362095882606) 2026-02-04T17:26Z [----] followers, 78.5K engagements
"My watchlist on these dips: Just added: $TE Watching to add: $ONDS $CIFR More $ASTS $NBIS Heres my thinking: $TE - Already In T1 Energy is scaling U.S. solar + battery storage infrastructure. AI data centers need MASSIVE amounts of power and Talen is positioning as a primary supplier. This is the picks-and-shovels play on the AI buildout. Power demand is exploding and supply cant keep up. Im in. $ONDS - Waiting for entry Just acquired Rotron Aero (autonomous attack systems). Raised $1B for more acquisitions. Blue List approval unlocked federal fast-track procurement. The defense spending wave"
[X Link](https://x.com/CKCapitalxx/status/2019126542719230346) 2026-02-04T19:10Z [----] followers, 15.2K engagements
"$NBIS Just Officially Announced Their Independence Missouri AI Factory This is MASSIVE and nobodys talking about it yet. The Numbers: [---] GW capacity (up to [----] MW confirmed by Dec 2029) [---] million sq ft across 8-10 buildings [---] acres purchased in December First FULLY OWNED U.S. data center (no more colocation dependency) Phase [--] online by Fall [----] $6.6B+ in initial investment Why This Changes Everything: This isnt just another data center. NBIS is building their own private power plant (Independence Power Partners) at the retired Blue Valley site to power the entire campus. ZERO impact"
[X Link](https://x.com/CKCapitalxx/status/2019407663499481243) 2026-02-05T13:48Z [----] followers, 11.8K engagements
"$IREN down 15% after hours. Yeah that one hurt. The Damage: EPS: -$0.52 vs -$0.07 estimate (missed by $0.45) Revenue: $184.7M vs $240.3M last quarter (down 23%) Net loss: -$155.4M Got absolutely fried. Trimmed my position in after-hours to lock in some sanity. What went wrong: Bitcoin crash from $95K to $71K created massive unrealized losses on holdings. GAAP accounting crushed reported earnings harder than I expected. Mining revenue compressed as BTC price collapsed into quarter-end. But here's what DIDN'T show up in the headline numbers: 📈 $3.6B GPU financing secured for Microsoft contract"
[X Link](https://x.com/CKCapitalxx/status/2019526899450499312) 2026-02-05T21:41Z [----] followers, 55.2K engagements
"THIS is why you dont panic sell. Yesterday: Portfolio bloodbath. $IREN earnings miss. Everything red. Doom and gloom everywhere. Today: Complete reversal. $IREN: +3.22% ($41.07) - Recovering from the -15% AH dump $NBIS: +11.48% ($82.35) - RIPPING after Missouri facility news gets digested $ASTS: +4.74% ($97.69) - Space names coming back strong $ONDS: +8.31% ($9.19) - Drone play showing strength What changed in [--] hours Nothing. Literally nothing. The fundamentals yesterday = the fundamentals today. Same companies. Same contracts. Same growth trajectories. The only difference Price. This is"
[X Link](https://x.com/CKCapitalxx/status/2019803879169568933) 2026-02-06T16:02Z [----] followers, 16.9K engagements
"$IREN up 5% today and 3% after hours. This is the comeback. A week ago: $55 Earnings dump low: $28 Today: $43 Thats a 50% crash followed by a 53% recovery in days. This is what conviction looks like. After a brutal week of panic selling following earnings $IREN is roaring back as investors digest what was actually announced: The New [---] GW Oklahoma Campus: [---] gigawatt data center campus in Oklahoma (within Southwest Power Pool) Total secured grid-connected power now exceeds [---] GW Grid studies complete power scheduled to begin ramping in [----] Strategic diversification beyond Texas ERCOT grid"
[X Link](https://x.com/CKCapitalxx/status/2019921403923861897) 2026-02-06T23:49Z [----] followers, 14.7K engagements
"$ASTS just got FCC approval to start testing BlueBird [--] in the United States. This is MASSIVE for the direct-to-device space race. What Just Got Approved (60-Day Special Temporary Authorization): $ASTS can now test supplemental coverage from space operations with: Five in-orbit BlueBirds plus FM-1 (BlueBird 6) Direct-to-device testing with commercially available phones Partnership testing with $T (AT&T) $VZ (Verizon) and FirstNet 700/800 MHz service downlinks to standard consumer devices Gateway earth station testing at 37.5-42 GHz downlinks Translation: They are testing REAL phones"
[X Link](https://x.com/CKCapitalxx/status/2019954563516674498) 2026-02-07T02:01Z [----] followers, 12.7K engagements
"WEEKEND WATCHLIST ADDS: [--] New Names Im Tracking Added these over the weekend after diving deep into the AI infrastructure + energy thesis. Heres what Im watching: $CIFR - Cipher Mining Current: $13 Bitcoin miner pivoting HARD into AI data centers. Secured $8.5B in binding contracts with AWS ($5.5B/15 years) and Google/Fluidstack ($3.8B/10 years). Thats more contracted revenue than their $5B market cap. Q4 [----] estimates: $870M annual revenue with 76% blended EBITDA margins from HPC/AI leases starting H2 [----]. This is the transition from Bitcoin mining to AI compute infrastructure with deals"
[X Link](https://x.com/CKCapitalxx/status/2020319085674836218) 2026-02-08T02:09Z [----] followers, 13.3K engagements
"@sunxliao next is kraken at $5 to $50"
[X Link](https://x.com/CKCapitalxx/status/2020558051284058375) 2026-02-08T17:59Z [----] followers, [----] engagements
"@ForensicD1ck why not download another broker like IBKR or Fidelity"
[X Link](https://x.com/CKCapitalxx/status/2020657781544763540) 2026-02-09T00:35Z [----] followers, [---] engagements
"@options_selling i agree the energy plays will be easy 5x-10x by 2034"
[X Link](https://x.com/CKCapitalxx/status/2020989196266004495) 2026-02-09T22:32Z [----] followers, [----] engagements
"@StockStormX @anduriltech kraken is so undervalued. If it was up listed it would be the next ondas of x"
[X Link](https://x.com/CKCapitalxx/status/2021278975222313386) 2026-02-10T17:43Z [----] followers, [---] engagements
"Market selling off again. Everything bleeding red. $TE: Red $ASTS: Red $RKLB: Red $KRKNF: Red These are the days where you close the app and remember why you bought in the first place. The Truth About Red Days: The market doesnt reward panic. It rewards conviction. When you bought these stocks you werent buying daily price action. You were buying structural bottlenecks that take years to play out. None of that changed today. The fundamentals didnt reverse. Revenue guidance didnt disappear. Contracts didnt get cancelled. What Actually Happened: The market got spooked by macro headlines. Algos"
[X Link](https://x.com/CKCapitalxx/status/2021610662565212517) 2026-02-11T15:41Z [----] followers, [----] engagements
"Who else is bought these discounts today"
[X Link](https://x.com/CKCapitalxx/status/2021662980405178774) 2026-02-11T19:09Z [----] followers, [----] engagements
"Life is great knowing im Pre-rich with $ASTS POV: Me watching the [----] Superbowl and the AT&T x $ASTS commercial pops up and I open my port to $250 a share https://t.co/SLd3EXXzgs POV: Me watching the [----] Superbowl and the AT&T x $ASTS commercial pops up and I open my port to $250 a share https://t.co/SLd3EXXzgs"
[X Link](https://x.com/CKCapitalxx/status/2021739791289909637) 2026-02-12T00:15Z [----] followers, [----] engagements
"$TE DIPPED TO $7.70 THIS MORNING AND I LOADED 20% OF MY PORT Current price: $7.90 This is the setup Ive been waiting for. While everyones panicking about macro noise and government shutdowns the biggest deal in U.S. solar just dropped - and nobodys connecting the dots to $TE. TotalEnergies just signed a [--] GW solar PPA with Google to power Texas data centers for [--] years. Thats [--] TWh of renewable electricity from two Texas solar farms: Wichita: [---] MW Mustang Creek: [---] MW Construction starts Q2 [----] This is the LARGEST renewable PPA TotalEnergies has EVER signed in the United States. Why"
[X Link](https://x.com/CKCapitalxx/status/2020893334303121757) 2026-02-09T16:11Z [----] followers, 14.5K engagements
"UBS GROUP JUST BECAME A TOP [--] SHAREHOLDER IN $NBIS. $383.5M position. 4.58M shares. 1.86M shares added in Q4 alone. Average price: $75.28. Current price: $94-100. They're up 25%+ and they're STILL ACCUMULATING. Let me explain why this is the most bullish institutional signal I've seen in years. UBS Group manages $5.7 TRILLION in assets. They're not a hedge fund swinging for home runs. They're the world's largest wealth manager serving ultra-high-net-worth clients who demand deep fundamental research before deployment. When UBS takes a $383M position in a $24B company that's not a "small cap"
[X Link](https://x.com/CKCapitalxx/status/2017251103872565707) 2026-01-30T14:58Z [----] followers, 15.8K engagements
"$IREN EARNINGS IN [--] HOURS Here's Why They Could CRUSH EPS Estimates Markets expecting -$0.18 EPS. But here's what we are missing: Q2 FY26 (Oct-Dec 2025) Bitcoin Mining Context: IREN mined the majority of this quarter's Bitcoin when BTC was trading in the $85K-$110K range: October: BTC hit ATH of $126K early month averaged $105K-115K November: BTC traded $89K-$95K range December: BTC ranged $83K-$95K before recent crash Current realized price: BTC around $71K today (down 30%+ from Q2 average) Here's the problem with the -$0.10 estimate: It's pricing in TODAY'S Bitcoin crash not Q2's actual"
[X Link](https://x.com/CKCapitalxx/status/2019461382455062921) 2026-02-05T17:21Z [----] followers, 24.4K engagements
"$IREN earnings TOMORROW and I need to explain something critical about the EPS estimate. Current analyst estimate: -$0.09 to -$0.18 (NEGATIVE) Wait didn't they beat by 614% last quarter Yes. So why is the bar set SO LOW this time Let me break down what's happening: Why The Estimate Looks Terrible: Share Dilution (96% increase)IREN raised massive capital to fund their AI data center buildout. Share count nearly DOUBLED in the last year. Even if they make the same profit EPS gets cut in half because it's split among twice as many shares. Bitcoin Price Pressure97% of last quarter's revenue still"
[X Link](https://x.com/CKCapitalxx/status/2019174872895647913) 2026-02-04T22:22Z [----] followers, 66.6K engagements
"The more I dig into $TE the more convinced I become this is setting up for a 3-5x. Current price: $7.55 Market cap: $2.07B While everyone's distracted by daily noise the structural bottleneck is screaming in your face. Here's What Makes This Absolutely Asymmetric: China solar faces 60% tariffs (50% Section [---] + 10% IEEPA). Southeast Asian solar manufacturing just got hit with tariffs up to 3521%: Trina Solar's Thailand unit: 375% tariffs JA Solar's Vietnam unit: 120.6% tariffs Some Cambodian facilities: 3521% tariffs In [----] the U.S. imported $16.5 billion in solar modules and cells. Over"
[X Link](https://x.com/CKCapitalxx/status/2021233006187290726) 2026-02-10T14:41Z [----] followers, [----] engagements
"Nobody talks about the Anduril- $KRKNF connection enough and it's the most asymmetric defense play in the market right now. Current price: $6.10 Market cap: $1.8B 52-week range: $1.40 $6.81 Palmer Luckey (Anduril founder) said it himself: "Kraken makes batteries. We buy batteries from Kraken." That's not a casual vendor relationship. That's mission-critical dependency. Here's What Makes This Criminal: $KRKNF supplies SeaPower batteries and AquaPix SAS sonar to EVERY major Anduril undersea platform: Dive-LD (Replicator Tranche [--] US Navy selected) Ghost Shark (A$1.7B Australian Navy contract)"
[X Link](https://x.com/CKCapitalxx/status/2021291685045502026) 2026-02-10T18:34Z [----] followers, [----] engagements
"These [--] Stocks Will Retire You by [----] $ASTS $120 $700 $NBIS $95 $600 $KRKNF $5 $85 $ONDS $12 $75 Infrastructure. Defense. AI. Space. Autonomy. Every one backed by multi-year government contracts multi-billion dollar backlogs and structural tailwinds that compound for years. Have patience. https://twitter.com/i/web/status/2015191919970992499 https://twitter.com/i/web/status/2015191919970992499"
[X Link](https://x.com/CKCapitalxx/status/2015191919970992499) 2026-01-24T22:36Z [----] followers, 369.5K engagements
"These [--] Stocks Will Retire You by [----] $KRKNF $6 $75 $TE $8 $95 $ASTS $111 $650 $IREN $54 $380 Defense tech. Solar manufacturing. Space broadband. AI infrastructure. The infrastructure plays that will define the next decade. While the crowd chases hype smart money is loading up on the companies building what powers it all. Subsea robotics dominating naval defense. American-made solar scaling globally. Satellites revolutionizing connectivity. Data centers fueling the AI explosion. Multi-year government contracts. Monopolistic advantages. Revenue about to go parabolic. Be patient."
[X Link](https://x.com/CKCapitalxx/status/2018053566225686552) 2026-02-01T20:07Z [----] followers, 123.2K engagements
"WATCHLIST ADD: $APLD - Eyeing a Position Markets are getting crushed. Crypto down 30%. Government shutdown fears. Broad sell-off across growth names. But $APLD just dropped over 26% from its $42.27 highs on ZERO fundamental deterioration. In fact the fundamentals just got materially better. What Just Happened (Q2 FY2026 Results - Jan 8): Revenue: $126.6M (up 250% YoY) Beat estimates by 46% ($126.6M vs $86.67M expected) Adjusted EBITDA: $20.2M (up 93%) $2.3B cash on hand Polaris Forge [--] (100 MW) now operational and generating lease revenue The Real Story Nobody's Talking About: APLD just"
[X Link](https://x.com/CKCapitalxx/status/2019452391725150236) 2026-02-05T16:45Z [----] followers, [----] engagements
"$NBIS up 17% today. The market is FINALLY pricing in Independence Missouri. After yesterdays brutal selloff $NBIS is absolutely ripping today as investors digest what they just announced: The Independence Missouri AI Factory: [---] million sq ft campus across 8-10 buildings on [---] acres [---] MW initial capacity (expandable to [---] GW by Dec 2029) $6.6 billion investment Private power plant being built exclusively for $NBIS at retired Blue Valley site First [---] MW phase online Oct [----] full expansion by [----] Construction starting THIS YEAR Why This Changes Everything: This isnt leased capacity."
[X Link](https://x.com/CKCapitalxx/status/2019901261001421181) 2026-02-06T22:29Z [----] followers, 18.5K engagements
"These [--] stocks could retire you by [----] The infrastructure for AI space connectivity energy and defense is being built RIGHT NOW. And these five companies are at the center of it. $ASTS - AST SpaceMobile Current: $102 Target: $500+ by [----] 248-satellite constellation for direct-to-device broadband. Just got FCC approval for U.S. testing with $T (AT&T) and $VZ (Verizon). Five BlueBirds in orbit. When full deployment hits this is a multi-hundred-billion-dollar addressable market. Every phone on Earth becomes a potential customer. $TE - T1 Energy Current: $7 Target: $35+ by [----] U.S. solar"
[X Link](https://x.com/CKCapitalxx/status/2020147559356850316) 2026-02-07T14:48Z [----] followers, 50.4K engagements
"One stock I havent talked about recently but is FULL PORTED in my other broker: $KRKNF (Kraken Robotics) Current price: $5.90 USD Palmer Luckey (founder of Anduril) had this to say when someone tried to compare them: No. Kraken makes batteries. We buy batteries from Kraken. You fail to understand because you are an idiot. Thats not shade. Thats validation. When the founder of the most disruptive defense company calls you out by name as their supplier youre not just another vendor - youre mission-critical infrastructure. Heres why Im full ported on $KRKNF: The Anduril Leverage Play: Kraken"
[X Link](https://x.com/CKCapitalxx/status/2020563424883663034) 2026-02-08T18:20Z [----] followers, 56.2K engagements
"Took a small 10% position in $RKLB at $72.05 during this dip. First time getting back in since I bought at $10 and sold at $50 back in the day. That was a 5x. But this setup looks even better for the next [--] years. Current price: $72.05 (down 5% today) Market cap: $36.5B While everyones panicking about the Neutron Stage [--] tank rupture and potential delays the revenue trajectory is screaming in your face. Heres The Revenue Ramp Up: 2024: $436M revenue (+78% YoY) 2025: $600M revenue (+38% YoY) 2026E: $880M revenue (+47% YoY) 2027E: $1.29B revenue (+47% YoY) 2028E: $1.5B revenue (+16% YoY) Thats"
[X Link](https://x.com/CKCapitalxx/status/2021307281560961208) 2026-02-10T19:36Z [----] followers, 27.5K engagements
"This is the life youll be living if you hold $ASTS $RKLB $TE $NBIS $ONDS and $KRKNF through 2027-2030. Not because you got lucky. Because you identified structural bottlenecks before the market did. $ASTS: Satellite-to-cell connectivity with a $3-4B revenue TAM by [----]. Current market cap: $30B. Analysts targeting $200-300/share as constellation scales to full global coverage. $RKLB: Revenue growing from $436M (2024) $1.5B (2028). Neutron launches mid-2026 at $50-55M per launch (6x Electron pricing). Path to $85-120/share by [----] on profitability inflection. $TE: [--] GW of domestic solar"
[X Link](https://x.com/CKCapitalxx/status/2021324542484840878) 2026-02-10T20:44Z [----] followers, 23.7K engagements
"$ASTS Offering News - This Dip Will Get Eaten Up Quickly The market is selling off $ASTS on the convertible note offering news and it's completely missing the point. Here's what actually happened: $ASTS announced a $1.0 billion convertible senior notes offering due [----] with an option for an additional $150M (up to $1.15B total). At the same time they're repurchasing up to $300M of existing convertible notes (the 4.25% and 2.375% notes due 2032) using proceeds from registered direct stock offerings. Why The Market Is Overreacting: Retail sees "dilution" and "convertible notes" and panics. But"
[X Link](https://x.com/CKCapitalxx/status/2021725968394559862) 2026-02-11T23:20Z [----] followers, 23.1K engagements
"$NBIS Flipped From -10% to Green - I Added The Dip $NBIS had a massive sell-off from earnings this morning dropping 10% before completely reversing and turning green. I added on the way down. The Q4 Numbers: Q4 Revenue: Up 547% YoY to $228M Core AI Revenue: Up 802% YoY to $214M [----] ARR: $1.25B (crushed guidance) [----] ARR Guidance: $7B-$9B (7x growth) [----] Contracted Power: [---] GW Cash: $3.7B EBITDA Margin: 24% in Q4 (first time positive at group level) Global Expansion: Scaling from [--] sites currently to [--] sites by end of [----]. Most capacity from owned data centers not leased. Locations: US"
[X Link](https://x.com/CKCapitalxx/status/2021937526668210311) 2026-02-12T13:20Z [----] followers, [----] engagements
"All high beta owners right now https://t.co/42cHFJk8gN https://t.co/42cHFJk8gN"
[X Link](https://x.com/CKCapitalxx/status/2022173019469492468) 2026-02-13T04:56Z [----] followers, 97.6K engagements
"CPI Came In Below Expectations - Markets Are About To Rip January CPI just dropped: Year-over-Year: +2.4% (consensus was +2.5%) Month-over-Month: +0.2% (consensus was +0.3%) Core CPI (ex food/energy): +0.3% (in line with consensus) Inflation is cooling faster than expected. Why This Is Massively Bullish: The Fed has been waiting for proof that inflation is trending back toward the 2% target before cutting rates. We just got that proof. YoY inflation at 2.4% is the lowest since early [----]. MoM at +0.2% shows the momentum is slowing. This gives the Fed room to cut rates in [----] without looking"
[X Link](https://x.com/CKCapitalxx/status/2022306300189675619) 2026-02-13T13:46Z [----] followers, [---] engagements
"$NBIS at $98 Is Still Absurdly Undervalued After Yesterdays Earnings Yesterdays earnings call was absolutely insane. Let me break down why even at $98 this is still criminally cheap. The Revenue Trajectory That Nobodys Fully Processing: 2025: $530M 2026: $3.2B 2027: $9.3B 2028: $16.5B 2029: $31.6B Read that again. Theyre going from $530M in [----] to $31.6B in revenue by [----]. Thats a 60x revenue increase in [--] years. Q4 revenue was up 547% YoY to $228M. Core AI business revenue up 802% YoY to $214M. This isnt linear growth. This is exponential scaling. The [----] Guidance: [----] ARR: $7-9B (using"
[X Link](https://x.com/CKCapitalxx/status/2022434000510554344) 2026-02-13T22:13Z [----] followers, 21K engagements
### Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```
Example response:
```json
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```
Example response:
```json
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
```
Schema:
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```
Example response:
```json
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
---
### Creator Time Series
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._
+ **start**: _The start time (unix timestamp) to go back to._
+ **end**: _The end time (unix timestamp) to stop at._
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```
Example response:
```json
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
```
Schema:
+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
---
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@AtlasCapitalxx Atlas Capital
Atlas Capital posts on X about $asts, $iren, ai, $nbis the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] -67%
- [--] Month [---------] +282,964%
Mentions: [--] #
- [--] Week [--] -14%
- [--] Month [---] +2,180%
Followers: [-----] #
- [--] Week [-----] +11%
- [--] Month [-----] +23,238%
CreatorRank: [-------] #
Social Influence
Social category influence stocks finance technology brands cryptocurrencies countries financial services #2508 currencies exchanges
Social topic influence $asts #38, $iren #248, ai, $nbis #22, $onds #139, $krknf #6, market, market cap #343, bullish #321, red
Top accounts mentioned or mentioned by @blackpanthercap @thestoiccapital @sjcapitalinvest @riubnv8u @pepinveststocks @kawzinvests @retailmourinho @skipsandersonn @marketinvestorx @obfuscatelife @accountingds @nighthawktradez @forensicd1ck @stockstormx @grok @accounting_ds @trentblair19 @stockdaddy6597 @fatc88 @options_selling
Top assets mentioned AST SpaceMobile, Inc. Class A Common Stock (ASTS) Iris Energy Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Ondas Holdings Inc. Common Stock (ONDS) Microsoft Corp. (MSFT) Bitcoin (BTC) Rocket Lab USA, Inc. Common Stock (RKLB) Palantir Technologies Inc. (PLTR) Amazon.com, Inc. (AMZN) Cipher Mining Inc. Common Stock (CIFR) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Hut [--] Mining Corp. (HUT) BlackRock Inc (BLK) Pangolin (PNG)
Top Social Posts
Top posts by engagements in the last [--] hours
"Up 15% Pre Market $OSS is quietly becoming the brains of the U.S. Army's vehicle fleet. They already have hardware deployed in Stryker Bradley and Abrams platforms. A $200M+ potential rollout for AI-powered threat detection is on the table for [----]. NVIDIA Elite Partner status + new military board members = they are playing for keeps. $200M market cap Not for long https://twitter.com/i/web/status/2010717573864718414 https://twitter.com/i/web/status/2010717573864718414"
X Link 2026-01-12T14:16Z [--] followers, [---] engagements
"Ticker: $KRKNF / $PNG Sector: Defense & Subsea Robotics Market Cap: $1.7B Financials: $31.3M (Q3 '25) +60% YoY Revenue Growth Kraken is the only publicly traded Anduril Proxy. Kraken is a rare profitable "sexy sector" play that just posted 60% revenue growth and 92% EBITDA growth fueled by a global naval arms race for their AI-driven sonar and subsea batteries. They just announced a massive $35M battery order today (Jan 13) have a $2B pipeline and are opening a new [-----] sq. ft. North American manufacturing facility this quarter to triple capacityit's a high-margin defense scale-up thats"
X Link 2026-01-13T17:11Z [---] followers, [---] engagements
"HUGE NEWS FOR KRAKEN $KRKNF $KRKNF $PNG.V: 🚨 KRAKEN ROBOTICS ANNOUNCES $35M IN SEAPOWER BATTERY SALES TO THREE UNNAMED CUSTOMERS ST. JOHN'S Newfoundland and Labrador Jan. [--] [----] (GLOBE NEWSWIRE) -- Kraken Robotics Inc. (Kraken or the Company) (TSX-V: PNG OTCQB: KRKNF) announces $35 million in https://t.co/PlYPDqYizK $KRKNF $PNG.V: 🚨 KRAKEN ROBOTICS ANNOUNCES $35M IN SEAPOWER BATTERY SALES TO THREE UNNAMED CUSTOMERS ST. JOHN'S Newfoundland and Labrador Jan. [--] [----] (GLOBE NEWSWIRE) -- Kraken Robotics Inc. (Kraken or the Company) (TSX-V: PNG OTCQB: KRKNF) announces $35 million in"
X Link 2026-01-13T18:07Z [--] followers, [---] engagements
"Krakens stock has seen a massive rerating as institutional "big money" begins to enter. Price Action: As of Jan [--] [----] the stock has surged roughly 200% year-over-year. In early January alone the share price hit peaks above C$8.00. Profitability: Q2 [----] results showed gross margins improving to 56% (up from 51%) proving that as they scale they are becoming more profitable. [----] Guidance: The company is on track to hit its target of $120M$135M in revenue with $26M$34M in Adjusted EBITDA. https://twitter.com/i/web/status/2011507755727585345 https://twitter.com/i/web/status/2011507755727585345"
X Link 2026-01-14T18:36Z [--] followers, [---] engagements
"While everyone chases $PLTR software nobody's talking about the hardware bottleneck. $OSS just secured $1.2M pre-production order with $3M+ follow-on expected. Trading at $11.74 with $311M market cap. If this rerates to just 40x P/S (still 1/3 of $ONDS): that's a 8x from here. Always know the levels. https://twitter.com/i/web/status/2011610057952112757 https://twitter.com/i/web/status/2011610057952112757"
X Link 2026-01-15T01:23Z [--] followers, [---] engagements
"The $OSS Edge Compute Thesis: A $250M company supplying AI hardware to the DoD. While everyone chases $PLTR software $OSS is building the physical infrastructure that makes edge AI possible in military operations. Here's the bottleneck no one's talking about: Defense edge compute is a duopoly between $OSS and legacy contractors. But $OSS trades at 8x P/S while $ONDS trades at 144x P/S for similar revenue scale. If $OSS rerates to just 40x P/S (still 1/3 of $ONDS): that's a 5x from here. The kicker 45% margins EBITDA positive and sticky DoD contracts that create platform lock-in. This isn't"
X Link 2026-01-15T12:00Z [--] followers, [----] engagements
"The $IREN thesis: Bitcoin mining is funding the AI infrastructure buildout. Here's the genius of their model: $IREN Bitcoin mining = stable cash flow to fund CapEx AI cloud = 2-3x higher revenue per megawatt than mining 100% renewable energy = ESG compliant for enterprise customers They're using mining profits to build out GPU clusters for AI workloads. $IREN $9.7B Microsoft contract validates the strategy. Analyst PTs range $39-$136. Trading at $52.88. $IREN If they hit $500M AI cloud revenue by Q1 2026: this stock easily hits $100+ $IREN https://twitter.com/i/web/status/2011940208405856602"
X Link 2026-01-15T23:15Z [----] followers, [---] engagements
"GOLDEN DOME UNLOCKED - $ASTS TO $500+ $ASTS just got selected for the Missile Defense Agency's SHIELD program (Tranche 3). THIS CHANGES EVERYTHING. Tranche [--] = only [---] awards (vs [----] and [----] in Tranches [--] & 2). 66% MORE SELECTIVE. $ASTS made the most exclusive cut. Here's what Wall Street is missing: This isn't a telecom play anymore. This is a DEFENSE INFRASTRUCTURE MONOPOLY hiding in plain sight. Analysts are modeling $20B commercial TAM while completely ignoring the $100B+ defense opportunity that just opened up. $ASTS $ASTS Updated [----] Price Targets: Conservative: $200 Base: $350"
X Link 2026-01-16T01:22Z [--] followers, [---] engagements
"$ONDS just raised $1B in capital ABOVE market price. Let that sink in. Institutions paid a PREMIUM to get in. That's not a red flag that's a buy signal. Q3 revenue: $10M (500% YoY growth) [----] guidance: $110M This is a 10x revenue growth trajectory while everyone's sleeping. Risk/reward here is insane. This goes to $50+ in [----]. https://twitter.com/i/web/status/2012026526556909840 https://twitter.com/i/web/status/2012026526556909840"
X Link 2026-01-16T04:58Z [----] followers, [---] engagements
"$ASTS up 333% in [--] months. $ASTS up 8.52% today. Last [--] days for $ASTS: ✅ BlueBird [--] deployed (2400 sq ft array) ✅ Saudi Arabia $175M/10-year deal ✅ India Vi partnership ✅ US Gov + Verizon contracts ✅ MDA SHIELD selected $ASTS next quarter revenue: $40M (vs $4.4M last quarter) 45-60 satellites by YE [----]. Continuous coverage by mid-2026. Scotiabank downgrade = gift. Last accumulation under $100. $ASTS to $200+ once continuous coverage proven. https://twitter.com/i/web/status/2012102528691740774 https://twitter.com/i/web/status/2012102528691740774"
X Link 2026-01-16T10:00Z [--] followers, [--] engagements
"$ONDS unveiling: [----] business plan Financial outlook Product roadmap Capital allocation Recent $ONDS wins: $16.4M counter-UAS orders $10M autonomous systems orders $1B raise above market $ONDS Revenue: $6M (2024) $36M (2025) $110M (2026E) Defense budgets expanding. US regulations favor domestic. $ONDS owns entire stack. Tomorrow = inflection point for $ONDS. https://twitter.com/i/web/status/2012155377874350417 https://twitter.com/i/web/status/2012155377874350417"
X Link 2026-01-16T13:30Z [--] followers, [---] engagements
"$ONDS JUST CRUSHED EXPECTATIONS - RAISING [----] GUIDANCE BY 25% Investor Day just dropped absolute BOMBS: [----] REVENUE RAISED TO $170-180M (was $140M) Thats a 25% guidance INCREASE. In the middle of Investor Day. $ONDS Q4 2025: $27-29M (51% ABOVE prior target) Full Year 2025: $47.6-49.6M (23% ABOVE target) BACKLOG EXPLODED: $65.3M as of Dec [--] (was $23.3M on Nov 13) Thats a 180% INCREASE in backlog in [--] weeks. $ONDS WAR CHEST: Pro-forma cash: $1.5 BILLION Let me put this in perspective: $ONDS Revenue trajectory: 2024: $6M 2025: $48M (8x growth) 2026E: $175M (3.6x growth) At this rate: 2027:"
X Link 2026-01-16T14:41Z [--] followers, [---] engagements
"$35M SEAPOWER BATTERY SALES = NOBODY UNDERSTANDS WHAT THIS MEANS FOR $KRKNF Anduril: $1B+ in AUV contracts. $KRKNF = exclusive supplier. HII: Building unmanned subs. Using $KRKNF tech. $KRKNF Q3: $31.3M revenue (60% YoY) 59% margins $8M EBITDA (92% growth) $KRKNF [----] revenue: $150M+ projected $KRKNF trading at 3x revenue while growing 60% with 59% margins. Defense tech comps: 10-15x revenue. $150M x 10x = $1.5B market cap = 3.3x return for $KRKNF. CONSERVATIVE. https://twitter.com/i/web/status/2012207972039217587 https://twitter.com/i/web/status/2012207972039217587"
X Link 2026-01-16T16:59Z [--] followers, [--] engagements
"$IREN up 285% in [----]. People say $IREN is "expensive." $IREN Market cap: $15.1B Power capacity: [----] GW Current util: 16% $3.4B ARR Full util: 100% $21.25B potential revenue You're paying $15B for $IREN's $21B+ annual revenue potential. That's not expensive. That's free. $IREN Microsoft: $9.7B deal (76000 NVIDIA GB300 GPUs) Dell: $5.8B secured Target: [------] GPUs by EOY [----] Bernstein (right): $75 $IREN to $100+ in [----]. https://twitter.com/i/web/status/2012253527620583828 https://twitter.com/i/web/status/2012253527620583828"
X Link 2026-01-16T20:00Z [--] followers, [--] engagements
"Very good write up go check this out $ALMU $ALMU can genuinely 100x from where it is today and heres how: $ALMU can genuinely 100x from where it is today and heres how:"
X Link 2026-01-16T23:22Z [---] followers, [---] engagements
"$ONDS revenue trajectory: 2024: $6M 2025: $36M (6x) 2026E: $110M (3x) 2027E: $250M+ 2028E: $500M+ Defense tech at scale: 5-10x revenue multiples. $500M x 8x = $4B valuation $ONDS Current: $5.2B "Already priced in" No. $ONDS $1B war chest enables M&A that accelerates timeline. $ONDS Investor Day tomorrow shows how they hit $250M by [----] not [----]. $ONDS to $15-20B market cap by [----]. https://twitter.com/i/web/status/2012315178965303596 https://twitter.com/i/web/status/2012315178965303596"
X Link 2026-01-17T00:05Z [----] followers, [---] engagements
"$ASTS at $120 and people are asking if they missed it. SpaceX IPO still hasn't happened. Full commercial deployment still ahead. Global expansion just beginning. This isn't the top. This is the middle innings of a decade-long infrastructure build"
X Link 2026-01-17T18:05Z [--] followers, [---] engagements
"The $ONDS Re-Rating: Why $25 Is Just The Beginning Let me explain what just happened with $ONDS and why most investors are missing the bigger picture. The Catalyst Chain [--] days ago: Trading at $7-8 with analyst consensus at $10-$13 January 16: Investor Day delivers: Q4 revenue guidance raised 51% to $27-29M [----] revenue raised 25% to $170-180M Backlog exploded 180% to $65.3M (from $23.3M in November) Pro-forma cash balance exceeds $1.5B after $1B raise This week: H.C. Wainwright DOUBLES their price target from $12 to $25 That's 92% upside from current $13 levels. When an analyst doubles a"
X Link 2026-01-20T16:32Z [---] followers, [---] engagements
"@KawzInvests Multibagger🔥🔥"
X Link 2026-01-20T19:38Z [---] followers, [--] engagements
"@Tiger_Strat wow youve been in early. love to see it"
X Link 2026-01-24T20:55Z [----] followers, [----] engagements
"Another Anduril Proxy found legendary find from @KawzInvests $OPTT ($90M) just partnered with Anduril to deliver PowerBuoys to the U.S. Coast Guard / DHS. Let that sink in. A sub-$100M microcap is now working directly with one of the fastest growing defense primes in America on maritime domain awareness infrastructure. Anduril doesn't https://t.co/bQR0WNH289 $OPTT ($90M) just partnered with Anduril to deliver PowerBuoys to the U.S. Coast Guard / DHS. Let that sink in. A sub-$100M microcap is now working directly with one of the fastest growing defense primes in America on maritime domain"
X Link 2026-01-24T23:46Z [----] followers, 525K engagements
"Here is an interesting company I will be looking into come Monday: $OPTT. 🌊🛰 The partnership with Anduril to deliver PowerBuoys for the USCG/DHS is a massive validator. Seeing a sub-$100M microcap land a $5M+ contract to integrate directly into Andurils Lattice C2 system is a major defense setup. The Highlights: ✅ Backlog up 184% YoY ($15M) ✅ Pipeline sitting at $137.5M ✅ Landmark $5M US Coast Guard deal ✅ HC Wainwright $1.50 PT The Risks: ⚠ Tight cash runway ($11.7M) vs. high burn ⚠ Q2 revenue timing issues due to govt shutdown ⚠ Dilution risk if they raise before revenue scales The"
X Link 2026-01-25T15:01Z [----] followers, 355.2K engagements
"$OPTT just ripped 20% overnight. No position yet but this is the kind of setup that makes Monday interesting. Up 20.59% to $0.5606 while most people were asleep. Heres what happens next with these overnight runners: Pre-market momentum carries into open Algos start scanning for breakouts Retail piles in chasing the move The stocks that gap up over the weekend and hold They dont fade on Monday. They tend to run. Volume hasnt even hit yet. Charts setting up. Momentums building. $OPTT could absolutely fly Monday. Here is an interesting company I will be looking into come Monday: $OPTT. 🌊🛰 The"
X Link 2026-01-26T02:03Z [----] followers, 20.1K engagements
"@realstockfox well we are in the red now haha i will be adding once my funds settle tomorrow"
X Link 2026-01-26T16:47Z [----] followers, [---] engagements
"@BlackPantherCap Love to see it. Kraken is my bread and butter"
X Link 2026-01-26T21:49Z [----] followers, [---] engagements
"$LTRX Just opened a position Heres why Im bullish: $LTRX Defense Drone Tailwind: Powering Red Cats Black Widow drones for the U.S. Army SRR program. Production shipments already started (Aug 2025). This isnt speculative - its REVENUE. NDAA-Compliant Edge AI: Only North America-based Qualcomm partner offering TAA-compliant compute modules. In a world banning Chinese drones thats a moat. Momentum Building: +70% past year +30% past [--] months but still only $230M market cap. Nano-cap with defense revenue = asymmetric upside. $LTRX $LTRX [--] Drone OEM Partnerships: Up from [--] last quarter. The"
X Link 2026-01-27T21:38Z [----] followers, [----] engagements
"Just took a big position in $LRTX $LTRX just announced the Safe Pro partnership this morning and the market is SLEEPING on what this really means. This is LTRX becoming critical infrastructure across the entire defense drone ecosystem. The ONDS Connection: Lantronix partnered with Safe Pro Group to integrate Safe Pro's Object Threat Detection AI with Lantronix's Qualcomm-based edge compute solutions Wikipedia. Ondas Holdings poured $14M into Safe Pro in October [----] Bloomberg. LTRX now has a direct technical integration inside the $ONDS ecosystem. The Anduril Supply Chain: Trillium's HD45"
X Link 2026-01-27T21:46Z [----] followers, [----] engagements
"$LTRX up 8.5% during market. Up 17.6% after hours. The market is finally waking up. While everyone chases $ONDS at $5B and 100x+ sales $LTRX is sitting at $270M market cap with MORE ACTUAL REVENUE and direct connections to the same supply chains. Let me spell this out clearly: The After-Hours Move Tells You Everything: +17.6% AH isn't retail FOMO. That's institutional money connecting the dots before retail does. What They're Seeing: Safe Pro partnership announced this morning = direct line into the $ONDS ecosystem ($14M Ondas investment in Safe Pro) Trillium integration from December ="
X Link 2026-01-28T04:09Z [----] followers, 19.4K engagements
"$PGY is the most mispriced infrastructure play Ive seen in years and heres why the market has it completely wrong. $PGY has processed $3.2 trillion in credit applications and powers lending for [--] partners including $USB $SOFI and Klarna with 100% retentionyet $PGY trades at 7x forward EBITDA while pure infrastructure like $V $MA $PYPL command 15-20x multiples. $PGY earns fees on $12B+ annual network volume while transferring 95-97% of credit risk to ABS investors operating like $V for consumer lending but the market prices $PGY as if it holds loans on balance sheet like $UPST. Recent KBRA"
X Link 2026-01-18T21:39Z [----] followers, [----] engagements
"Just Started a Big Position in $TE - Here's Why Just started a significant position in $TE (T1 Energy). This is one of the most asymmetric infrastructure plays in the market right now. The Transformation T1 Energy went from zero revenue to over $600M annual run rate through the acquisition of Trina Solar's [--] GW U.S. manufacturing facility for $621 million in December [----]. This instantly made T1 the largest American-owned silicon-based solar module manufacturer in the United States representing over 50% of U.S. silicon-based solar module capacity. Recent Catalysts (December [----] - January"
X Link 2026-01-21T16:20Z [----] followers, 20.3K engagements
"Doubled My $ASTS Position at $97 Today - Here's Why $ASTS dropped 11.5% today to $97. While others were selling I was buying. Doubled my position. Let me explain why this dip was a gift and why the recent catalysts have me more bullish than ever on $ASTS. Why I Doubled $ASTS at $97 [--]. The Analyst Upgrades (Literally Yesterday) Deutsche Bank (Jan [--] 2026): Raised $ASTS price target from $81 to $137. That's 41% upside from $97. Clear Street (Jan [--] 2026): Raised $ASTS price target from $87 to $137. Both upgrades came AFTER $ASTS hit $120. They raised INTO strength not on weakness. That tells"
X Link 2026-01-21T22:16Z [----] followers, 16.6K engagements
"BREAKING: SpaceX IPO News Is Massively Bullish for $ASTS - Here's Why SpaceX is set to hire Bank of America Goldman Sachs JPMorgan and Morgan Stanley to lead its IPO in [----] per FT. Expected valuation: $1.5 trillion. This will be the largest IPO in history. While everyone's focused on SpaceX they're missing the massive second-order effect: $ASTS is about to become the highest-conviction space infrastructure play for institutional capital. $ASTS Is the Only Public Pure-Play When SpaceX goes public institutions building "space infrastructure" allocations need complementary exposure. Here's the"
X Link 2026-01-22T16:49Z [----] followers, [----] engagements
"$ONDS at $12.09: Why Im Still Extremely Bullish $ONDS pulled back to $12.09 today. While others panic Im looking at fundamentals. Heres why this changes nothing. The Guidance Everyones Ignoring January 16: $ONDS raised [----] revenue guidance to $170-180M a 25% increase from prior $140M target. [----] Results: Full-year revenue: $47.6-49.6M Q4 revenue: $27-29M (3x Q3) Cash: $1.5B+ Backlog: $65.3M (up 180% in [--] days) $ONDS has $1.5B cash and just raised guidance by 25%. This is execution ahead of schedule. Analyst Targets Havent Changed H.C. Wainwright: $25 price target (107% upside) Stifel:"
X Link 2026-01-24T00:07Z [----] followers, 38.2K engagements
"@EstupidoMax in my opinion kraken has the best RR in the market"
X Link 2026-01-25T19:30Z [----] followers, [----] engagements
"On Friday I Took a Large Position in $NBIS - Here's Why While most investors are sleeping on $NBIS at $95 I was buying. Let me explain why Nebius is one of the most asymmetric AI infrastructure plays in the market right now. The Revenue Inflection Nobody's Pricing In [----] https://t.co/SZIbIkVC89 On Friday I Took a Large Position in $NBIS - Here's Why While most investors are sleeping on $NBIS at $95 I was buying. Let me explain why Nebius is one of the most asymmetric AI infrastructure plays in the market right now. The Revenue Inflection Nobody's Pricing In [----] https://t.co/SZIbIkVC89"
X Link 2026-01-26T14:57Z [----] followers, 48.5K engagements
"@SJCapitalInvest Yes dm for it. Also would definitely consider looking into $LTRX before its too late. Similar to OPTX. Connections to Anduril Ondas and Red Cat. Boomed almost 30% today including after hours and looks to just be the start"
X Link 2026-01-28T03:48Z [----] followers, [---] engagements
"Yesterday $MSFT crushed earnings and here's why it's MASSIVE for $NBIS. The numbers Microsoft just dropped aren't just goodthey're a blueprint for why $NBIS is about to have an absolutely insane [----]. Let me break down the numbers that matter: Microsoft Q2 FY26 Results: Revenue: $81.3 billion (+17% YoY) Azure & cloud services revenue: +39% growth Bloomberg Capital expenditures first half FY26: $72.4 BILLION Roughly half dedicated to GPUs and CPUs for Azure data centers Cybernews Commercial remaining performance obligation (backlog): $625 BILLION TechRadar Now Here's Why This is ABSOLUTELY"
X Link 2026-01-29T20:29Z [----] followers, [----] engagements
"@retail_mourinho I agree so asymmetric and so undervalued"
X Link 2026-01-29T20:38Z [----] followers, [---] engagements
"@RiuBnv8u No I am not. Did you make any gains from it"
X Link 2026-01-30T01:29Z [----] followers, [---] engagements
"@RiuBnv8u The RR isnt great anymore IMO i like kraken or ondas more at this point"
X Link 2026-01-30T01:32Z [----] followers, [--] engagements
"@RiuBnv8u I think end of year we could see 20s personally i see better RR in NBIS ASTS and KRKNF"
X Link 2026-01-30T01:36Z [----] followers, [--] engagements
"Government shutdown happening Friday at midnight. Market already sold off hard the last [--] days. This tells me one thing: . : Markets hate uncertainty. When there's a threat of shutdown algos and institutions de-risk. We've seen this pattern before: Sell-off BEFORE the shutdown Bottom during the shutdown Rip higher once funding passes The last shutdown lasted [--] days (Oct-Nov 2025). This one Partial. Only [--] agencies affected. DHS DOD State Treasury Transportation HUD. Defense and veterans already funded. This is nothing compared to the last one. ' : S&P dropped 2.1% Tuesday on Greenland"
X Link 2026-01-30T16:56Z [----] followers, [----] engagements
"$KRKNF: Why Andurils Facility Is About to 4-5x Krakens Revenue Anduril just opened a [------] sq ft AUV production facility at Quonset Point Rhode Island enabling immediate scaling to 200+ Dive-LD units per year. Heres what nobodys talking about: Kraken supplies critical subsystems to every Dive-LD - SeaPower batteries AquaPix SAS sonar and integration electronics. $2.5-3.0M USD per vehicle. At full capacity: $700-840M CAD annual revenue from one facility. The Current Numbers [----] Guidance: $120-135M CAD revenue Q3 2025: $31.3M revenue (+60% YoY) 59% gross margin 25% EBITDA margin $126.6M cash"
X Link 2026-01-22T23:23Z [----] followers, 66.8K engagements
"Why My Conviction Keeps Rising Even After Hitting An All Time High Today And Up 35% In The Last Month: $KRKNF Most people see a stock up 200%+ in a year and think they missed it. I see a company that's barely scratched the surface of its addressable market. Here's what gives me unwavering conviction: $KRKNF The Moat is Widening Not Shrinking: Every battery delivered every contract signed every platform integration makes Kraken harder to displace. You can't just "build a competitor" to 6000-meter certified batteries with a decade of operational data. The Customer List is Untouchable: Anduril."
X Link 2026-01-26T20:52Z [----] followers, 42.8K engagements
"Markets giving us a gift today. Indexes green but high-beta getting crushed. Iran tensions tariff uncertainty PPI volatilityall the usual suspects. When high-conviction names pull back on macro noise instead of broken fundamentals that's not a sell signalit's a buy signal. Here's what I'm eyeing: $RKLB - Rocket LabSpaceX IPO tailwinds are coming. Every pullback before that catalyst is free money. The space infrastructure buildout is multi-decade and RKLB is the only pure-play alternative to SpaceX for small/medium payloads. $TE - T1 Energy infrastructure play that's been on a tear. Any dip"
X Link 2026-01-26T22:59Z [----] followers, [----] engagements
"Nvidia just dropped another $2B into CoreWeave. And guess what They're already investors in $NBIS too. This isn't random. This is Nvidia choosing winners in the neocloud AI infrastructure buildout. What's a Neocloud Companies like CoreWeave and Nebius that build massive GPU clusters specifically for AI workloads. They're not legacy cloud providers trying to retrofitthey're purpose-built from day one for the AI era. Why Nvidia's Investment Pattern Matters: Nvidia has invested heavily in "neocloud" companies focused on AI cloud offerings including CoreWeave Nebius and Lambda Labs ZoomInfo."
X Link 2026-01-27T14:11Z [----] followers, [----] engagements
"$ONDS up 9.33% today to $12.20. While everyones panicking about macro noise the market is quietly repricing what matters: edge compute infrastructure for defense drones. This isnt a dead cat bounce. This is the beginning of a re-rating. The thesis is playing out in real-time: Pure-play exposure to the defense drone buildout AI-powered edge compute thats already deployed in the field Safe Pro partnership adding AI threat detection to the ecosystem But heres what most people are missing: Those price targets were set when the defense drone narrative was just starting. Since then: Global defense"
X Link 2026-01-27T18:47Z [----] followers, [----] engagements
"$ASTS just hit an all-time high of $124 today. My conviction Also at an all-time high. Here's the revenue ramp and what it means for price: : 2025: $50-60M 2026: $250-300M (5x growth) 2027: $830M-$958M (3x growth) 2028: $2.2-2.5B (2.6x growth) : : $200-250 At $300M revenue with 25x sales multiple = $7.5B valuation Momentum + execution premium makes $200-250 realistic : $400-500 At $900M revenue with 20x sales multiple = $18B valuation Satellite deployment + global expansion drives $400-500 : $800-1000 At $2.5B revenue 37% margins = $925M net income Apply 40x P/E = $37B valuation Space"
X Link 2026-01-28T20:44Z [----] followers, [----] engagements
"What dips did you buy today 👀 Market gave us a gift this morning and I wasnt about to waste it. I loaded up on: 🦑 $KRKNF The autonomous underwater defense monopoly trading at a fraction of where it should be. Anduril + HII partnerships arent priced in yet. 🛰 $ASTS Still accumulating anything below $100. Direct-to-cell is inevitable and AST SpaceMobile is the only pure play with satellites already in orbit. ⚡ $TE Just hit new 52-week highs at $9.78 pulled back to $9.40. US solar manufacturing with Section 45X monetization and Treaty Oak locked in. This is going to $15+. Red days separate"
X Link 2026-01-29T16:50Z [----] followers, 14.6K engagements
"Yesterday $MSFT crushed earnings and here's why it's MASSIVE for $NBIS. The numbers Microsoft just dropped aren't just goodthey're a blueprint for why $NBIS is about to have an absolutely insane [----]. Let me break down the numbers that matter: Microsoft Q2 FY26 Results: Revenue: $81.3 billion (+17% YoY) Azure & cloud services revenue: +39% growth Bloomberg Capital expenditures first half FY26: $72.4 BILLION Roughly half dedicated to GPUs and CPUs for Azure data centers Cybernews Commercial remaining performance obligation (backlog): $625 BILLION TechRadar Now Here's Why This is ABSOLUTELY"
X Link 2026-01-29T21:15Z [----] followers, 12.2K engagements
"$ONDS just unlocked the entire DoD procurement pipeline and nobody's talking about it enough. 🚀 What Just Happened: January 28: Ondas' Optimus drone received DCMA Blue List status the DoD's official marketplace for approved NDAA-compliant drones StockAnalysis. This means federal agencies can now purchase Optimus at SCALE with zero friction. No lengthy procurement cycles. Just rapid acquisition. The Numbers Are Screaming: [----] revenue guidance raised to $170-180M (up 25% from prior $140M target) Stocktwits Backlog hit $65.3M a 180% increase in just [--] months Stocktwits $1.5B+ cash after recent"
X Link 2026-01-30T01:23Z [----] followers, 11.1K engagements
"Bitcoin just crashed below $80K for the first time since April [----]. $1.8 BILLION in liquidations overnight. [------] traders wiped out. Crypto Fear & Greed Index at [--] (Extreme Fear). But heres what nobodys talking about: Every time BTC hits its 200-week moving average ($57K) it becomes a generational buying opportunity. March [----] 50% crash in one day then 10x within a year. The pain youre feeling right now IS the opportunity. Weak hands panic. Smart money accumulates. https://twitter.com/i/web/status/2017690715422183708 https://twitter.com/i/web/status/2017690715422183708"
X Link 2026-01-31T20:05Z [----] followers, [----] engagements
"@SkipSandersonn not necessarily cheaper but NBIS and HUT 8"
X Link 2026-02-01T01:58Z [----] followers, [----] engagements
"@AISavvyCapital i am will add monday and slowly add through week if we see tons of red"
X Link 2026-02-01T03:45Z [----] followers, [----] engagements
"@SJCapitalInvest love the port man"
X Link 2026-02-02T02:31Z [----] followers, [----] engagements
"$ONDS just announced theyre acquiring Rotron Aero. Let me explain why this is massive Ondas didnt just buy another drone company. They acquired long-range AUTONOMOUS ATTACK systems. Read that again: STRIKE CAPABILITIES. Heres what Rotron brings to the table: Long-range unmanned combat aerial vehicles (UCAVs) ONE-WAY autonomous attack systems (loitering munitions) Proprietary propulsion technology Vertical integration (design manufacturing) UK Ministry of Defence relationships NATO market access This is the missing piece of the puzzle. Ondas now owns the FULL kill chain: 1.ISR drones (see the"
X Link 2026-02-02T15:06Z [----] followers, [----] engagements
"$IREN update: Sunday night everyone was panicking about the -7% overnight selloff. I bought at $49.30 [--] hours later: UP 10% on my position. $IREN closed green today at $54.13 while the broader market was still red. This is EXACTLY what I meant when I said: Overnight panic = Monday opportunity. Weak hands sold Sunday night on fear. I bought Sunday night on conviction. The thesis hasnt changed: Microsoft $9.7B deal still locked in Earnings Feb 5th [--] days away Energy bottleneck getting worse 84% capacity expansion massive runway Market just proved who was right. Bears got shaken out at $50. Im"
X Link 2026-02-02T17:41Z [----] followers, 23.8K engagements
"@ilzmcfly Long $IREN"
X Link 2026-02-02T21:20Z [----] followers, [---] engagements
"@bdinvestingg Long $IREN"
X Link 2026-02-02T21:20Z [----] followers, [---] engagements
"Love $IREN $70 on the way🚀🚀 This week I bought $IREN to complete my AI infrastructure stack along with $NBIS GPU cloud provider building AI data centers with massive backlog $VRT Provides power cooling and infrastructure for AI data centers $ANET High-speed networking connecting GPUs servers https://t.co/1VEyJeG3fV This week I bought $IREN to complete my AI infrastructure stack along with $NBIS GPU cloud provider building AI data centers with massive backlog $VRT Provides power cooling and infrastructure for AI data centers $ANET High-speed networking connecting GPUs servers"
X Link 2026-02-02T21:24Z [----] followers, 21.3K engagements
"@retail_mourinho fun couple weeks ahead with $IREN and $NBIS earnings"
X Link 2026-02-02T21:38Z [----] followers, [---] engagements
"@MarketInvestorX mark your calendar deal coming the 5th"
X Link 2026-02-03T00:54Z [----] followers, [----] engagements
"Pre Market Prices looking Strong so far Lets see how they hold throughout the day👊🏻👊🏻"
X Link 2026-02-03T14:18Z [----] followers, [----] engagements
"@jonathan_nhl 5th we pray"
X Link 2026-02-03T18:47Z [----] followers, [----] engagements
"@LandoInvests im with you man woke up for school and now at work all while getting killed in the markets"
X Link 2026-02-04T20:31Z [----] followers, [---] engagements
"You're right that they can't 'recognize' it as revenue for EPS until the GPUs are live but you're missing the Balance Sheet impact. Tomorrow is the first time we'll see the $1.9B cash prepayment hit their bank account which proves the deal is real and officially kills the need for more share dilution https://twitter.com/i/web/status/2019193458720702546 https://twitter.com/i/web/status/2019193458720702546"
X Link 2026-02-04T23:36Z [----] followers, [----] engagements
"@obfuscatelife partially correct. they can't 'recognize' it as revenue for EPS until the GPUs are live but you're missing the Balance Sheet impact. Tomorrow is the first time we'll see the $1.9B cash prepayment hit their bank account"
X Link 2026-02-04T23:38Z [----] followers, [----] engagements
"@JonesLee1231977 hmmm will the same thing that happened to amd happen"
X Link 2026-02-05T04:30Z [----] followers, [---] engagements
"Brutal day for the portfolio. $IREN: -15% AH on earnings miss $NBIS: Getting hit on broad market weakness despite Missouri [---] GW facility announcement $ASTS: Down with the rest of growth/space names This is what drawdowns feel like. No sugarcoating it. What Im NOT doing: Panic selling $IREN at the bottom. Chasing new positions into volatility. Making emotional decisions when $NBIS and $ASTS are bleeding. What I AM doing: Sitting tight on core positions. Letting the dust settle on $IREN $NBIS and $ASTS. Watching my watchlist for entry points when fear peaks. Current Watchlist: $TE - U.S."
X Link 2026-02-06T02:19Z [----] followers, [----] engagements
"@accounting_ds @NighthawkTradez i made this my profile picture before i even knew who he was its too late to change it lmao"
X Link 2026-02-08T00:03Z [----] followers, [---] engagements
"@accounting_ds @NighthawkTradez i never have and will never touch $HIMS"
X Link 2026-02-08T00:31Z [----] followers, [---] engagements
"Taking a small position in $PGY before Mondays earnings. Heres why I think they beat. Earnings: Monday Feb [--] [----] (before market open) Current price: $19 Estimate: $0.34 EPS The Setup: Last quarter (Q3 2025) $PGY crushed earnings: Reported $1.02 EPS vs $0.66 estimate (55% beat) Revenue: $350M vs $338M estimate Stock jumped from $24.45 to $27.77 post-earnings (+13%) Now trading at $19 after a -30% pullback from highs. The market is pricing in weakness that I dont think exists. Why I Think They Beat: [--]. Recent Deal Announcements Signal Strong Q4: Closed $350M ABS securitization in December"
X Link 2026-02-08T16:19Z [----] followers, [----] engagements
"Nobody talks about the Anduril- $KRKNF connection enough and it's the most asymmetric defense play in the market right now. Current price: $6.10 Market cap: $1.8B 52-week range: $1.40 $6.81 Palmer Luckey (Anduril founder) said it himself: "Kraken makes batteries. We buy batteries from Kraken." That's not a casual vendor relationship. That's mission-critical dependency. Here's What Makes This Criminal: $KRKNF supplies SeaPower batteries and AquaPix SAS sonar to EVERY major Anduril undersea platform: Dive-LD (Replicator Tranche [--] US Navy selected) Ghost Shark (A$1.7B Australian Navy contract)"
X Link 2026-02-10T18:14Z [----] followers, [---] engagements
"Another Stock I Havent Talked About That Just Hit My Buy Zone: $AMPX Current price: $10.18 Market cap: $1.3B $AMPX manufactures silicon anode lithium-ion batteries with up to [---] Wh/kg energy densitythats TWICE the energy density of conventional graphite batteries. Their silicon anode platform holds 10x more lithium ions than graphite. Longer flight times extended range higher payload capacity for drones electric aviation and defense platforms. Institutions Are Loading Up Hard: BlackRock: 7.5M shares (+41.5%) Vanguard: 7.1M shares (+9.5%) Citadel: 3.5M shares (+954.6%) Susquehanna: 2.9M"
X Link 2026-02-13T00:40Z [----] followers, [----] engagements
"If you own ANY of these stocks youre putting yourself in an AMAZING position. The AI infrastructure + defense + space buildout is the biggest wealth creation event of our generation. These [--] names sit at the center of it. $ASTS - AST SpaceMobile Building 248-satellite constellation for direct-to-device broadband. Just got FCC approval for U.S. testing with AT&T and Verizon. Aiming for 45-60 BlueBirds in orbit by end of [----]. Every phone on Earth becomes a potential customer. $KRKNF - Kraken Robotics Supplies SeaPower batteries and sonar to EVERY Anduril undersea platform (Dive-LD Ghost Shark"
X Link 2026-02-09T20:51Z [----] followers, 62.3K engagements
"The market is overreacting to the $TE Chief Accounting Officer news and it's creating a buying opportunity. Here's what actually happened: On February 5th $TE terminated Denise Cruz (CAO) and immediately appointed Tom Mahrer as the new Chief Accounting Officer and Corporate Controller. Cruz was offered a termination package to "pursue personal interests." Same-day replacement. Clean transition. Who Is Tom Mahrer [--] years old Joined $TE in October [----] as Director of SEC Reporting 15+ years of financial leadership in energy and manufacturing Spent 2014-2025 at Valero Energy Corporation"
X Link 2026-02-11T20:24Z [----] followers, 13.4K engagements
"Never stops comin $ONDS Ondas secured a new multi-million European order for Iron Drone Raider following successful deployment at a major international airport in a NATO country. $ONDS https://t.co/F7HH0MKBHd Ondas secured a new multi-million European order for Iron Drone Raider following successful deployment at a major international airport in a NATO country. $ONDS https://t.co/F7HH0MKBHd"
X Link 2026-02-13T15:51Z [----] followers, [----] engagements
"Fundamentals Up Stock Price Down - Thats How You Know Its Time to Buy $NBIS $ASTS $ONDS $KRKNF are all down from all-time highs. And the fundamentals have only gotten better. $NBIS: Down 37% from ATH ($141 $89) Q4 revenue: +547% YoY [----] ARR guidance: $7-9B (up 7x YoY) Contracted power: 3.0+ GW EBITDA margin: 24% (turned positive) Cash: $3.7B Market doesnt care about 547% revenue growth apparently. $ASTS: Down 36% from ATH ($130 $83) BlueBird [--] successfully deployed: largest commercial communications array ever in LEO 45-60 satellites launching by end of [----] Just raised $1B+ to fully fund"
X Link 2026-02-13T01:51Z [----] followers, [----] engagements
"Long $NBIS Following $NBIS' Q4 results: Northland reiterated Outperform with a $211 PT 🟢 Citizens reiterated Outperform with a $175 PT 🟢 D.A. Davidson reiterated Buy with a $150 PT 🟢 MS reiterated Equalwt/Attractive with a $126 PT 🟢 Seaport Global reiterated Neutral with https://t.co/FYgqrUhhoA Following $NBIS' Q4 results: Northland reiterated Outperform with a $211 PT 🟢 Citizens reiterated Outperform with a $175 PT 🟢 D.A. Davidson reiterated Buy with a $150 PT 🟢 MS reiterated Equalwt/Attractive with a $126 PT 🟢 Seaport Global reiterated Neutral with https://t.co/FYgqrUhhoA"
X Link 2026-02-13T17:16Z [----] followers, [----] engagements
"You can never be too bullish $ASTS When I ask Gemini about forecasting out to [----] adding "dual use" case with gov't/defense contract wins and foray into AI. $850 - $1200 price target reached by [----] with a full [---] satellite constellation We are not bullish enough https://t.co/yO6iSWp7AW When I ask Gemini about forecasting out to [----] adding "dual use" case with gov't/defense contract wins and foray into AI. $850 - $1200 price target reached by [----] with a full [---] satellite constellation We are not bullish enough https://t.co/yO6iSWp7AW"
X Link 2026-02-13T19:36Z [----] followers, [----] engagements
"🚨 $ASTS JUST BECAME A DEFENSE PRIME CONTRACTOR 🚨 This isnt just selected for SHIELD. $ASTS got PRIME CONTRACT status. WHAT THIS MEANS: PRIME = $ASTS can bid DIRECTLY on unlimited DoD task orders. No middleman. Theyre now competing alongside Lockheed ($117B) Northrop ($71B) Raytheon for Golden Dome contracts. $ASTS market cap: $7B They just got the SAME contract status as companies 10-16x bigger. WHY THIS IS MASSIVE: SHIELD = IDIQ (Indefinite Delivery Indefinite Quantity). UNLIMITED task orders. Each could be $50M-$500M+. $ASTS has the largest commercial phased arrays in LEO (2400 sq ft)."
X Link 2026-01-16T12:58Z [----] followers, [---] engagements
"$KRKNF Valuation Model: Why This Could Be a 10-Bagger by [----]. This is why I am so bullish and you should be to. Here is a valuation model for $KRKNF (Kraken Robotics) based on confirmed production schedules from Anduril and other defense primes. The numbers are staggering. Let me walk you through why $KRKNF could trade at C$115+ by [----] based on current contracts and conservative assumptions. The Model: Revenue Projections Through [----] 2026: C$753M revenue (6x current run rate) 2027: C$1.03B revenue 2028: C$1.40B revenue 2029: C$1.63B revenue 2030: C$1.85B revenue This isn't speculation."
X Link 2026-01-23T13:10Z [----] followers, 62.9K engagements
"On Friday I Took a Large Position in $NBIS - Here's Why While most investors are sleeping on $NBIS at $95 I was buying. Let me explain why Nebius is one of the most asymmetric AI infrastructure plays in the market right now. The Revenue Inflection Nobody's Pricing In [----] Full Year: $500-550M revenue $900M-$1.1B ARR [----] Guidance: $3.45-7B revenue $7-9B ARR [----] Projections: $7.8-9B revenue (analyst consensus) [----] Projections: $14B+ revenue That's 521-1400% YoY growth from [----] to [----]. This isn't a forecast. This is contracted revenue from Microsoft and Meta multi-year AI infrastructure"
X Link 2026-01-24T15:57Z [----] followers, 186.2K engagements
"@63teleco83 i like IREN in the short term but I prefer HUT [--] they have a much more powerful pipeline"
X Link 2026-01-25T00:00Z [----] followers, [----] engagements
"$KRKNF just hit all-time highs today and Ive been posting this since $3. Now were sitting at almost $7. Thats a 133% move. And were just getting started. Why Im Still Bullish at ATH: Most people see a stock at all-time highs and think they missed it. I see a company thats about to prove the production ramp is real. Earnings This Quarter = The Catalyst Everyones Sleeping On: Q4 earnings are coming soon. And if the numbers show what I think they will were about to see SeaPower battery production scaling significantly. Heres what to watch for: Sequential revenue growth accelerating SeaPower"
X Link 2026-01-28T17:41Z [----] followers, 18.8K engagements
"Taking a MASSIVE position in $IREN on Monday. Heres why Im going all in: BlackRock just said it themselves: The real constraint isnt chipsits LAND and ENERGY. $IREN controls the largest power campus in the world. Bigger than $AMZN data centers. Bigger than $MSFT facilities. Bigger than $META campuses. $17B market cap. For the company that literally controls the bottleneck to the entire AI buildout. While everyones fighting over $NVDA GPUs $IREN is sitting on 1+ GIGAWATT of power capacity that CANNOT be replicated. You cant just build more power in [--] months. This takes YEARS. Meanwhile AI"
X Link 2026-01-31T23:33Z [----] followers, 227K engagements
"Another reason Im SO bullish on $IREN: Earnings dropping February 5th and last quarter they beat EPS estimates by 620% ($1.08 vs $0.15 expected). But heres the part everyones missing: Their 140K GPU expansion represents only 16% of their 3GW power portfolio . Let me repeat that. Theyre scaling to $3.4B in annual revenue using SIXTEEN PERCENT of their total capacity. That means they have 84% MORE room to grow AFTER hitting $3.4B ARR. Wall Street consensus: $80 median price target (51% upside from here). Most bullish analyst at Cantor Fitzgerald has a 156% upside target. Meanwhile Im sitting"
X Link 2026-02-01T07:11Z [----] followers, 56.9K engagements
"Seeing a lot of FUD in my replies about $IREN execution risk and demand slowdown. Let me make this crystal clear: Microsoft didnt sign a $9.7 BILLION five-year contract because theyre uncertain about AI demand. Think about what that means: $MSFT is literally PRE-PAYING for capacity that doesnt even exist yet. Theyre not buying GPUs. Theyre buying POWER + INFRASTRUCTURE. Why Because theyve done the math and realized: You can order 100K H100s from $NVDA tomorrow But you CANT build a gigawatt data center in [--] months It takes 3-5 YEARS to get power infrastructure approved and built $MSFT $META"
X Link 2026-02-01T18:59Z [----] followers, 30.6K engagements
"Yesterday I told you I was taking a MASSIVE position in $IREN on when the market opens. Overnight market just opened $IREN down 7%. I just bought in. Markets selling off on Sunday night fear while the thesis remains 100% intact: Microsoft $9.7B contract locked in Feb 5th earnings [--] days away Last quarter: 620% EPS beat 84% capacity still available to scale Futures traders panicking on macro headlines Meanwhile I just locked in my entry at $50 instead of $54. This is a GIFT. The same people who said Ill wait for a pullback are now going to be too scared to buy it. Weak hands sell Sunday night."
X Link 2026-02-02T01:41Z [----] followers, 76.1K engagements
"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 [----]. This cant be a coincidence. Heres what we know: 1.IREN already has the $9.7B Microsoft deal locked is investing $125B in [----] CapEx with MORE planned for [----] grew 20.2% YoY - the largest growth rate in [--] quarters backlog hit $200 BILLION 5.IREN specifically MOVED their earnings date to align with Amazon Companies dont"
X Link 2026-02-02T20:55Z [----] followers, 106.3K engagements
"$IREN sitting at $55 after hours. I bought Sunday night at $49.30. Up 12% in [--] hours. And Im adding MORE tomorrow before earnings on the 5th. Heres what nobodys talking about: The Infrastructure Monopoly Play: BlackRock literally said: Companies havent struggled to get chips the REAL constraint is land and energy. Let that sink in. Every hyperscaler can order H100s from $NVDA tomorrow. But building a 1GW+ data center That takes 3-5 YEARS of: Environmental permits Power grid approvals Construction buildout Utility agreements IREN already HAS all of this locked in. Theyre not waiting for"
X Link 2026-02-03T03:01Z [----] followers, 42.4K engagements
"My entire portfolio right now: 40% $ASTS 30% $KRKNF 30% $IREN Thats it. Nothing else. 100% conviction. [--] stocks. All in. Heres why these prices are GIFTS: $ASTS @ $107 (40% of portfolio) Market cap: $38B AST SpaceMobile is building the worlds first space-based cellular network. Not satellite internet like Starlink. Actual cellular service direct to your existing phone. The partnerships: AT&T commercial agreement signed Verizon partnership locked in Vodafone covering Europe 45+ mobile network operators globally BlueWalker [--] operational. Block [--] satellites launching throughout [----] for"
X Link 2026-02-03T15:19Z [----] followers, 39.1K engagements
"I AM NOW BULLISH ON $CIFR The $2 Billion $AMZN Validation Just Changed Everything TODAY Cipher Mining announced a $2 billion senior secured notes offering backed by a $5.5 BILLION 15-year lease with $AMZN Data Services. This is not another speculative Bitcoin miner. This is a Tier-1 hyperscaler-validated AI infrastructure play. Why This Changes the Game $AMZN Is the Ultimate Guarantor $5.5B in contracted revenue over [--] years (with three 5-year extension options) $AMZN guarantees ALL base rent and operating expenses $AMZN covers construction cost overruns exceeding $9.5M per IT megawatt 300"
X Link 2026-02-03T18:22Z [----] followers, 92.7K engagements
"$ASTS up 10% today while the entire market was a bloodbath. Let that sink in. S&P 500: RED Nasdaq: RED Dow: RED Russell 2000: RED $ASTS: +10% GREEN 🟢 This isnt just holding up well. This is RIPPING while everything else bleeds. While macro traders panic sold on the shutdown ASTS said nah were going parabolic. Why Because the market is finally waking up to what weve known for months: First space-based cellular network in history 45+ carrier partnerships locked in $1B in committed contracts Block [--] satellites launching throughout [----] Commercial revenue starting Q2/Q3 SpaceX IPO coming (lifts"
X Link 2026-02-04T00:40Z [----] followers, [----] engagements
"$IREN bulls I found something you're gonna LOVE. THESE NEXT [--] DAYS COULD BE WILD After some digging I found this: $IREN's 2-day move LEADING UP TO earnings over the last [--] quarters: Q1 [----] (Nov [--] 2025): +14.2% ✅ Q4 [----] (Aug [--] 2025): +11.8% ✅ Q3 [----] (May [--] 2025): +10.3% ✅ Q2 [----] (Feb [--] 2025): +12.1% ✅ Q1 [----] (Nov [--] 2024): +9.4% ✅ Q4 [----] (Aug [--] 2024): +13.7% ✅ Q3 [----] (May [--] 2024): +15.5% ✅ Q2 [----] (Feb [--] 2024): +11.1% ✅ Q1 [----] (Nov [--] 2023): +10.8% ✅ Q4 [----] (Sep [--] 2023): +12.4% ✅ Read that again. [--] out of [--] quarters $IREN has rallied 9%+ in the [--] days BEFORE earnings. Not"
X Link 2026-02-04T10:20Z [----] followers, 97.6K engagements
"High beta is getting absolutely SLAUGHTERED right now. $IREN down $ASTS down$NBIS down $ONDS down $PLTR down $RKLB down Red across the board. Let me tell you something: This is where 90% of retail loses money. They panic sell at the bottom. Lock in losses. Then watch the stocks rip 30% in two weeks. Ive seen this movie a thousand times. Heres what Im doing: NOTHING. Not selling a single share. Why Because the FUNDAMENTALS havent changed: IREN still has the $9.7B Microsoft contract ASTS still has 45+ carrier partnerships NBIS still has the Microsoft $17.4B deal ONDS still raising $1B for"
X Link 2026-02-04T17:26Z [----] followers, 78.5K engagements
"My watchlist on these dips: Just added: $TE Watching to add: $ONDS $CIFR More $ASTS $NBIS Heres my thinking: $TE - Already In T1 Energy is scaling U.S. solar + battery storage infrastructure. AI data centers need MASSIVE amounts of power and Talen is positioning as a primary supplier. This is the picks-and-shovels play on the AI buildout. Power demand is exploding and supply cant keep up. Im in. $ONDS - Waiting for entry Just acquired Rotron Aero (autonomous attack systems). Raised $1B for more acquisitions. Blue List approval unlocked federal fast-track procurement. The defense spending wave"
X Link 2026-02-04T19:10Z [----] followers, 15.2K engagements
"$NBIS Just Officially Announced Their Independence Missouri AI Factory This is MASSIVE and nobodys talking about it yet. The Numbers: [---] GW capacity (up to [----] MW confirmed by Dec 2029) [---] million sq ft across 8-10 buildings [---] acres purchased in December First FULLY OWNED U.S. data center (no more colocation dependency) Phase [--] online by Fall [----] $6.6B+ in initial investment Why This Changes Everything: This isnt just another data center. NBIS is building their own private power plant (Independence Power Partners) at the retired Blue Valley site to power the entire campus. ZERO impact"
X Link 2026-02-05T13:48Z [----] followers, 11.8K engagements
"$IREN down 15% after hours. Yeah that one hurt. The Damage: EPS: -$0.52 vs -$0.07 estimate (missed by $0.45) Revenue: $184.7M vs $240.3M last quarter (down 23%) Net loss: -$155.4M Got absolutely fried. Trimmed my position in after-hours to lock in some sanity. What went wrong: Bitcoin crash from $95K to $71K created massive unrealized losses on holdings. GAAP accounting crushed reported earnings harder than I expected. Mining revenue compressed as BTC price collapsed into quarter-end. But here's what DIDN'T show up in the headline numbers: 📈 $3.6B GPU financing secured for Microsoft contract"
X Link 2026-02-05T21:41Z [----] followers, 55.2K engagements
"THIS is why you dont panic sell. Yesterday: Portfolio bloodbath. $IREN earnings miss. Everything red. Doom and gloom everywhere. Today: Complete reversal. $IREN: +3.22% ($41.07) - Recovering from the -15% AH dump $NBIS: +11.48% ($82.35) - RIPPING after Missouri facility news gets digested $ASTS: +4.74% ($97.69) - Space names coming back strong $ONDS: +8.31% ($9.19) - Drone play showing strength What changed in [--] hours Nothing. Literally nothing. The fundamentals yesterday = the fundamentals today. Same companies. Same contracts. Same growth trajectories. The only difference Price. This is"
X Link 2026-02-06T16:02Z [----] followers, 16.9K engagements
"$IREN up 5% today and 3% after hours. This is the comeback. A week ago: $55 Earnings dump low: $28 Today: $43 Thats a 50% crash followed by a 53% recovery in days. This is what conviction looks like. After a brutal week of panic selling following earnings $IREN is roaring back as investors digest what was actually announced: The New [---] GW Oklahoma Campus: [---] gigawatt data center campus in Oklahoma (within Southwest Power Pool) Total secured grid-connected power now exceeds [---] GW Grid studies complete power scheduled to begin ramping in [----] Strategic diversification beyond Texas ERCOT grid"
X Link 2026-02-06T23:49Z [----] followers, 14.7K engagements
"$ASTS just got FCC approval to start testing BlueBird [--] in the United States. This is MASSIVE for the direct-to-device space race. What Just Got Approved (60-Day Special Temporary Authorization): $ASTS can now test supplemental coverage from space operations with: Five in-orbit BlueBirds plus FM-1 (BlueBird 6) Direct-to-device testing with commercially available phones Partnership testing with $T (AT&T) $VZ (Verizon) and FirstNet 700/800 MHz service downlinks to standard consumer devices Gateway earth station testing at 37.5-42 GHz downlinks Translation: They are testing REAL phones"
X Link 2026-02-07T02:01Z [----] followers, 12.7K engagements
"WEEKEND WATCHLIST ADDS: [--] New Names Im Tracking Added these over the weekend after diving deep into the AI infrastructure + energy thesis. Heres what Im watching: $CIFR - Cipher Mining Current: $13 Bitcoin miner pivoting HARD into AI data centers. Secured $8.5B in binding contracts with AWS ($5.5B/15 years) and Google/Fluidstack ($3.8B/10 years). Thats more contracted revenue than their $5B market cap. Q4 [----] estimates: $870M annual revenue with 76% blended EBITDA margins from HPC/AI leases starting H2 [----]. This is the transition from Bitcoin mining to AI compute infrastructure with deals"
X Link 2026-02-08T02:09Z [----] followers, 13.3K engagements
"@sunxliao next is kraken at $5 to $50"
X Link 2026-02-08T17:59Z [----] followers, [----] engagements
"@ForensicD1ck why not download another broker like IBKR or Fidelity"
X Link 2026-02-09T00:35Z [----] followers, [---] engagements
"@options_selling i agree the energy plays will be easy 5x-10x by 2034"
X Link 2026-02-09T22:32Z [----] followers, [----] engagements
"@StockStormX @anduriltech kraken is so undervalued. If it was up listed it would be the next ondas of x"
X Link 2026-02-10T17:43Z [----] followers, [---] engagements
"Market selling off again. Everything bleeding red. $TE: Red $ASTS: Red $RKLB: Red $KRKNF: Red These are the days where you close the app and remember why you bought in the first place. The Truth About Red Days: The market doesnt reward panic. It rewards conviction. When you bought these stocks you werent buying daily price action. You were buying structural bottlenecks that take years to play out. None of that changed today. The fundamentals didnt reverse. Revenue guidance didnt disappear. Contracts didnt get cancelled. What Actually Happened: The market got spooked by macro headlines. Algos"
X Link 2026-02-11T15:41Z [----] followers, [----] engagements
"Who else is bought these discounts today"
X Link 2026-02-11T19:09Z [----] followers, [----] engagements
"Life is great knowing im Pre-rich with $ASTS POV: Me watching the [----] Superbowl and the AT&T x $ASTS commercial pops up and I open my port to $250 a share https://t.co/SLd3EXXzgs POV: Me watching the [----] Superbowl and the AT&T x $ASTS commercial pops up and I open my port to $250 a share https://t.co/SLd3EXXzgs"
X Link 2026-02-12T00:15Z [----] followers, [----] engagements
"$TE DIPPED TO $7.70 THIS MORNING AND I LOADED 20% OF MY PORT Current price: $7.90 This is the setup Ive been waiting for. While everyones panicking about macro noise and government shutdowns the biggest deal in U.S. solar just dropped - and nobodys connecting the dots to $TE. TotalEnergies just signed a [--] GW solar PPA with Google to power Texas data centers for [--] years. Thats [--] TWh of renewable electricity from two Texas solar farms: Wichita: [---] MW Mustang Creek: [---] MW Construction starts Q2 [----] This is the LARGEST renewable PPA TotalEnergies has EVER signed in the United States. Why"
X Link 2026-02-09T16:11Z [----] followers, 14.5K engagements
"UBS GROUP JUST BECAME A TOP [--] SHAREHOLDER IN $NBIS. $383.5M position. 4.58M shares. 1.86M shares added in Q4 alone. Average price: $75.28. Current price: $94-100. They're up 25%+ and they're STILL ACCUMULATING. Let me explain why this is the most bullish institutional signal I've seen in years. UBS Group manages $5.7 TRILLION in assets. They're not a hedge fund swinging for home runs. They're the world's largest wealth manager serving ultra-high-net-worth clients who demand deep fundamental research before deployment. When UBS takes a $383M position in a $24B company that's not a "small cap"
X Link 2026-01-30T14:58Z [----] followers, 15.8K engagements
"$IREN EARNINGS IN [--] HOURS Here's Why They Could CRUSH EPS Estimates Markets expecting -$0.18 EPS. But here's what we are missing: Q2 FY26 (Oct-Dec 2025) Bitcoin Mining Context: IREN mined the majority of this quarter's Bitcoin when BTC was trading in the $85K-$110K range: October: BTC hit ATH of $126K early month averaged $105K-115K November: BTC traded $89K-$95K range December: BTC ranged $83K-$95K before recent crash Current realized price: BTC around $71K today (down 30%+ from Q2 average) Here's the problem with the -$0.10 estimate: It's pricing in TODAY'S Bitcoin crash not Q2's actual"
X Link 2026-02-05T17:21Z [----] followers, 24.4K engagements
"$IREN earnings TOMORROW and I need to explain something critical about the EPS estimate. Current analyst estimate: -$0.09 to -$0.18 (NEGATIVE) Wait didn't they beat by 614% last quarter Yes. So why is the bar set SO LOW this time Let me break down what's happening: Why The Estimate Looks Terrible: Share Dilution (96% increase)IREN raised massive capital to fund their AI data center buildout. Share count nearly DOUBLED in the last year. Even if they make the same profit EPS gets cut in half because it's split among twice as many shares. Bitcoin Price Pressure97% of last quarter's revenue still"
X Link 2026-02-04T22:22Z [----] followers, 66.6K engagements
"The more I dig into $TE the more convinced I become this is setting up for a 3-5x. Current price: $7.55 Market cap: $2.07B While everyone's distracted by daily noise the structural bottleneck is screaming in your face. Here's What Makes This Absolutely Asymmetric: China solar faces 60% tariffs (50% Section [---] + 10% IEEPA). Southeast Asian solar manufacturing just got hit with tariffs up to 3521%: Trina Solar's Thailand unit: 375% tariffs JA Solar's Vietnam unit: 120.6% tariffs Some Cambodian facilities: 3521% tariffs In [----] the U.S. imported $16.5 billion in solar modules and cells. Over"
X Link 2026-02-10T14:41Z [----] followers, [----] engagements
"Nobody talks about the Anduril- $KRKNF connection enough and it's the most asymmetric defense play in the market right now. Current price: $6.10 Market cap: $1.8B 52-week range: $1.40 $6.81 Palmer Luckey (Anduril founder) said it himself: "Kraken makes batteries. We buy batteries from Kraken." That's not a casual vendor relationship. That's mission-critical dependency. Here's What Makes This Criminal: $KRKNF supplies SeaPower batteries and AquaPix SAS sonar to EVERY major Anduril undersea platform: Dive-LD (Replicator Tranche [--] US Navy selected) Ghost Shark (A$1.7B Australian Navy contract)"
X Link 2026-02-10T18:34Z [----] followers, [----] engagements
"These [--] Stocks Will Retire You by [----] $ASTS $120 $700 $NBIS $95 $600 $KRKNF $5 $85 $ONDS $12 $75 Infrastructure. Defense. AI. Space. Autonomy. Every one backed by multi-year government contracts multi-billion dollar backlogs and structural tailwinds that compound for years. Have patience. https://twitter.com/i/web/status/2015191919970992499 https://twitter.com/i/web/status/2015191919970992499"
X Link 2026-01-24T22:36Z [----] followers, 369.5K engagements
"These [--] Stocks Will Retire You by [----] $KRKNF $6 $75 $TE $8 $95 $ASTS $111 $650 $IREN $54 $380 Defense tech. Solar manufacturing. Space broadband. AI infrastructure. The infrastructure plays that will define the next decade. While the crowd chases hype smart money is loading up on the companies building what powers it all. Subsea robotics dominating naval defense. American-made solar scaling globally. Satellites revolutionizing connectivity. Data centers fueling the AI explosion. Multi-year government contracts. Monopolistic advantages. Revenue about to go parabolic. Be patient."
X Link 2026-02-01T20:07Z [----] followers, 123.2K engagements
"WATCHLIST ADD: $APLD - Eyeing a Position Markets are getting crushed. Crypto down 30%. Government shutdown fears. Broad sell-off across growth names. But $APLD just dropped over 26% from its $42.27 highs on ZERO fundamental deterioration. In fact the fundamentals just got materially better. What Just Happened (Q2 FY2026 Results - Jan 8): Revenue: $126.6M (up 250% YoY) Beat estimates by 46% ($126.6M vs $86.67M expected) Adjusted EBITDA: $20.2M (up 93%) $2.3B cash on hand Polaris Forge [--] (100 MW) now operational and generating lease revenue The Real Story Nobody's Talking About: APLD just"
X Link 2026-02-05T16:45Z [----] followers, [----] engagements
"$NBIS up 17% today. The market is FINALLY pricing in Independence Missouri. After yesterdays brutal selloff $NBIS is absolutely ripping today as investors digest what they just announced: The Independence Missouri AI Factory: [---] million sq ft campus across 8-10 buildings on [---] acres [---] MW initial capacity (expandable to [---] GW by Dec 2029) $6.6 billion investment Private power plant being built exclusively for $NBIS at retired Blue Valley site First [---] MW phase online Oct [----] full expansion by [----] Construction starting THIS YEAR Why This Changes Everything: This isnt leased capacity."
X Link 2026-02-06T22:29Z [----] followers, 18.5K engagements
"These [--] stocks could retire you by [----] The infrastructure for AI space connectivity energy and defense is being built RIGHT NOW. And these five companies are at the center of it. $ASTS - AST SpaceMobile Current: $102 Target: $500+ by [----] 248-satellite constellation for direct-to-device broadband. Just got FCC approval for U.S. testing with $T (AT&T) and $VZ (Verizon). Five BlueBirds in orbit. When full deployment hits this is a multi-hundred-billion-dollar addressable market. Every phone on Earth becomes a potential customer. $TE - T1 Energy Current: $7 Target: $35+ by [----] U.S. solar"
X Link 2026-02-07T14:48Z [----] followers, 50.4K engagements
"One stock I havent talked about recently but is FULL PORTED in my other broker: $KRKNF (Kraken Robotics) Current price: $5.90 USD Palmer Luckey (founder of Anduril) had this to say when someone tried to compare them: No. Kraken makes batteries. We buy batteries from Kraken. You fail to understand because you are an idiot. Thats not shade. Thats validation. When the founder of the most disruptive defense company calls you out by name as their supplier youre not just another vendor - youre mission-critical infrastructure. Heres why Im full ported on $KRKNF: The Anduril Leverage Play: Kraken"
X Link 2026-02-08T18:20Z [----] followers, 56.2K engagements
"Took a small 10% position in $RKLB at $72.05 during this dip. First time getting back in since I bought at $10 and sold at $50 back in the day. That was a 5x. But this setup looks even better for the next [--] years. Current price: $72.05 (down 5% today) Market cap: $36.5B While everyones panicking about the Neutron Stage [--] tank rupture and potential delays the revenue trajectory is screaming in your face. Heres The Revenue Ramp Up: 2024: $436M revenue (+78% YoY) 2025: $600M revenue (+38% YoY) 2026E: $880M revenue (+47% YoY) 2027E: $1.29B revenue (+47% YoY) 2028E: $1.5B revenue (+16% YoY) Thats"
X Link 2026-02-10T19:36Z [----] followers, 27.5K engagements
"This is the life youll be living if you hold $ASTS $RKLB $TE $NBIS $ONDS and $KRKNF through 2027-2030. Not because you got lucky. Because you identified structural bottlenecks before the market did. $ASTS: Satellite-to-cell connectivity with a $3-4B revenue TAM by [----]. Current market cap: $30B. Analysts targeting $200-300/share as constellation scales to full global coverage. $RKLB: Revenue growing from $436M (2024) $1.5B (2028). Neutron launches mid-2026 at $50-55M per launch (6x Electron pricing). Path to $85-120/share by [----] on profitability inflection. $TE: [--] GW of domestic solar"
X Link 2026-02-10T20:44Z [----] followers, 23.7K engagements
"$ASTS Offering News - This Dip Will Get Eaten Up Quickly The market is selling off $ASTS on the convertible note offering news and it's completely missing the point. Here's what actually happened: $ASTS announced a $1.0 billion convertible senior notes offering due [----] with an option for an additional $150M (up to $1.15B total). At the same time they're repurchasing up to $300M of existing convertible notes (the 4.25% and 2.375% notes due 2032) using proceeds from registered direct stock offerings. Why The Market Is Overreacting: Retail sees "dilution" and "convertible notes" and panics. But"
X Link 2026-02-11T23:20Z [----] followers, 23.1K engagements
"$NBIS Flipped From -10% to Green - I Added The Dip $NBIS had a massive sell-off from earnings this morning dropping 10% before completely reversing and turning green. I added on the way down. The Q4 Numbers: Q4 Revenue: Up 547% YoY to $228M Core AI Revenue: Up 802% YoY to $214M [----] ARR: $1.25B (crushed guidance) [----] ARR Guidance: $7B-$9B (7x growth) [----] Contracted Power: [---] GW Cash: $3.7B EBITDA Margin: 24% in Q4 (first time positive at group level) Global Expansion: Scaling from [--] sites currently to [--] sites by end of [----]. Most capacity from owned data centers not leased. Locations: US"
X Link 2026-02-12T13:20Z [----] followers, [----] engagements
"All high beta owners right now https://t.co/42cHFJk8gN https://t.co/42cHFJk8gN"
X Link 2026-02-13T04:56Z [----] followers, 97.6K engagements
"CPI Came In Below Expectations - Markets Are About To Rip January CPI just dropped: Year-over-Year: +2.4% (consensus was +2.5%) Month-over-Month: +0.2% (consensus was +0.3%) Core CPI (ex food/energy): +0.3% (in line with consensus) Inflation is cooling faster than expected. Why This Is Massively Bullish: The Fed has been waiting for proof that inflation is trending back toward the 2% target before cutting rates. We just got that proof. YoY inflation at 2.4% is the lowest since early [----]. MoM at +0.2% shows the momentum is slowing. This gives the Fed room to cut rates in [----] without looking"
X Link 2026-02-13T13:46Z [----] followers, [---] engagements
"$NBIS at $98 Is Still Absurdly Undervalued After Yesterdays Earnings Yesterdays earnings call was absolutely insane. Let me break down why even at $98 this is still criminally cheap. The Revenue Trajectory That Nobodys Fully Processing: 2025: $530M 2026: $3.2B 2027: $9.3B 2028: $16.5B 2029: $31.6B Read that again. Theyre going from $530M in [----] to $31.6B in revenue by [----]. Thats a 60x revenue increase in [--] years. Q4 revenue was up 547% YoY to $228M. Core AI business revenue up 802% YoY to $214M. This isnt linear growth. This is exponential scaling. The [----] Guidance: [----] ARR: $7-9B (using"
X Link 2026-02-13T22:13Z [----] followers, 21K engagements
Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
- topic: Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $. required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
Example response:
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
Example response:
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
Schema:
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_id: The [network]::[unique_id] for the influencer
- creator_network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_posts: total number of posts with interactions in the last [--] hours
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
- network: Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok required
- id: Provide the unique ID or screen name of the creator required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
Example response:
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
- topic_influence: an array of social topics and the creators ranking on each topic
- topic: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
- top_community: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
Creator Time Series
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
- network: Influencer social network required
- id: The unique id or screen name of the creator required
- bucket: bucket time series data into hours or days. default is hours.
- interval: Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored.
- start: The start time (unix timestamp) to go back to.
- end: The end time (unix timestamp) to stop at.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
Example response:
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
Schema:
- config: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
- network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- interval: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
- start: Start/from unix timestamp (in seconds)
- end: End/to unix timestamp (in seconds)
- bucket: Data is generally bucketed into hours or days
- name: The full name of the asset
- generated: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
- time: A unix timestamp (in seconds)
- followers: The number of publicly displayed followers the creator has
- interactions: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
- posts_active: number of unique social posts with interactions
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing