#  @sunbrewedlatte Sunrise Coffee Talk Sunrise Coffee Talk posts on X about $zeta, in the, $abcl, stocks the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1850920291477680128/interactions)  - [--] Week [------] -48% - [--] Month [-------] +133% ### Mentions: [--] [#](/creator/twitter::1850920291477680128/posts_active)  - [--] Week [--] -65% - [--] Month [---] +89% ### Followers: [-------] [#](/creator/twitter::1850920291477680128/followers)  - [--] Week [---] +24% - [--] Month [---] +682% ### CreatorRank: [---------] [#](/creator/twitter::1850920291477680128/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [countries](/list/countries) [automotive brands](/list/automotive-brands) [celebrities](/list/celebrities) [luxury brands](/list/luxury-brands) [travel destinations](/list/travel-destinations) [products](/list/products) **Social topic influence** [$zeta](/topic/$zeta) #218, [in the](/topic/in-the), [$abcl](/topic/$abcl) #65, [stocks](/topic/stocks), [$iren](/topic/$iren), [ai](/topic/ai), [$sidu](/topic/$sidu) #38, [up to](/topic/up-to), [if you](/topic/if-you), [bullish](/topic/bullish) **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@leadingreport](/creator/undefined) [@b2finvesting](/creator/undefined) [@nasserkari](/creator/undefined) [@shanspecter](/creator/undefined) [@theronnievshow](/creator/undefined) [@trdetoscale](/creator/undefined) [@moninvestor](/creator/undefined) [@mrderivatives](/creator/undefined) [@ashton1nvests](/creator/undefined) [@tradechronicle](/creator/undefined) [@unusualwhales](/creator/undefined) [@investingaddict](/creator/undefined) [@bitcointeacher](/creator/undefined) [@theabomnoman](/creator/undefined) [@nicksortor](/creator/undefined) [@blackpanthercap](/creator/undefined) [@haddadjac79558](/creator/undefined) [@allenroth1974](/creator/undefined) [@bitcointeddy](/creator/undefined) **Top assets mentioned** [ZetaChain (ZETA)](/topic/$zeta) [AbCellera Biologics Inc. (ABCL)](/topic/$abcl) [Iris Energy Limited (IREN)](/topic/$iren) [Sidus Space, Inc. (SIDU)](/topic/$sidu) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/microsoft) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Tesla, Inc. (TSLA)](/topic/$tsla) [MP Materials Corp. (MP)](/topic/$mp) [Oklo Inc. (OKLO)](/topic/$oklo) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [retard to retired (R/R)](/topic/$rr) [Bitfarms Ltd. (BITF)](/topic/$bitf) ### Top Social Posts Top posts by engagements in the last [--] hours "I so badly want a @chevrolet Corvette" [X Link](https://x.com/sunbrewedlatte/status/1990820661493661853) 2025-11-18T16:33Z [--] followers, [--] engagements "yet another day passes of me wanting a @chevrolet corvette" [X Link](https://x.com/sunbrewedlatte/status/1991543449192132984) 2025-11-20T16:25Z [--] followers, [--] engagements "Organic Maple Syrup Milk/Heavy Cream and Cinnamon. Thank me later America has a problem and its coffee creamers cause what the fuck is this https://t.co/nsn9AGJgy3 America has a problem and its coffee creamers cause what the fuck is this https://t.co/nsn9AGJgy3" [X Link](https://x.com/sunbrewedlatte/status/1993748909102125319) 2025-11-26T18:29Z [--] followers, [--] engagements "$ZETA is quickly becoming one of the most important stocks on the market and this is why. $ZETA sells an AI-powered marketing platform that helps large companies acquire new customers sell more to them and retain them over time. They do this by taking a big pool of consumer data and use AI to target people at the right time with a message that best works for that individual. https://twitter.com/i/web/status/2007283193351750030 https://twitter.com/i/web/status/2007283193351750030" [X Link](https://x.com/Caffinatedcash/status/2007283193351750030) 2026-01-03T02:49Z [--] followers, [---] engagements "So what makes them stand out and what is so good about them $ZETA recently acquired a number of businesses; Marigold Loyalty being one of them. Loyalty is insanely valuable and will provide information like: - Who buys repeatedly - Frequency/recency - Lifetime value signals - Reward redemptions - Product/category preferences - VIP tiers and behavior triggers https://twitter.com/i/web/status/2007284037274976683 https://twitter.com/i/web/status/2007284037274976683" [X Link](https://x.com/Caffinatedcash/status/2007284037274976683) 2026-01-03T02:53Z [--] followers, [---] engagements "This new information will become instrumental for $ZETA's AI infrastructure and give it the necessary information to perform at a high level. And that's just one of their acquisitions. They have also aquired Cheetah Digital Sailthru Selligent and Liveclicker. All of which are companies which focus on the development of marketing emails and promotions that can add to the growing body of infrastructure for $ZETA https://twitter.com/i/web/status/2007285157837889827 https://twitter.com/i/web/status/2007285157837889827" [X Link](https://x.com/Caffinatedcash/status/2007285157837889827) 2026-01-03T02:57Z [--] followers, [---] engagements "So now that we've looked at what they do and where the hype is coming from we need to analyze is this something that is viable in the market. Currently Salesforce is the Giant in this arena with Adobe Marketo Hubspot and Oracle following closely behind. It's AI driven marketing is a product that every big tech company is looking to get their hands on so the product and demand is there. So now let's crunch some of the numbers. https://twitter.com/i/web/status/2007287494572724265 https://twitter.com/i/web/status/2007287494572724265" [X Link](https://x.com/Caffinatedcash/status/2007287494572724265) 2026-01-03T03:06Z [---] followers, [---] engagements "Taking a look at the income statement $ZETA achieved its first $1 Billion dollar year in [----]. Beating the previous year's revenue by around $250 Million. Roughly a 25% increase in revenue within a calendar year. Growth is on their side and demand is on their side however the operating expenses are not. These acquisitions and other expenses are showing that $ZETA is heavy into investment mode at the moment leaving their operating expenses growing as fast as revenue. This is giving them a negative operating income. But that isn't a bad thing Long term." [X Link](https://x.com/Caffinatedcash/status/2007289884608786545) 2026-01-03T03:16Z [---] followers, [---] engagements "These acquisitions are hurting their income statement in the current year but will eventually fall off the expense report after all the transitioning finishes up in the coming months. Now we're waiting to see if the business model they have is sustainable in a fiscal year where they are using their model and not acquiring as aggressively. When they prove that they might take off. But the market is holding back because they need to see the success. https://twitter.com/i/web/status/2007291834221949230 https://twitter.com/i/web/status/2007291834221949230" [X Link](https://x.com/Caffinatedcash/status/2007291834221949230) 2026-01-03T03:24Z [---] followers, [---] engagements "Zeta is simply investing in themselves heavily. But structurally they're sound. Their balance sheet is glowing. They do not have financial stress even with all of their acquisitions. Their asset to liability ratio is [----] which means for every $1 of liability $ZETA has $2.49 to show in assets. This gives them a strong cushion to work with. https://twitter.com/i/web/status/2007295775349276865 https://twitter.com/i/web/status/2007295775349276865" [X Link](https://x.com/Caffinatedcash/status/2007295775349276865) 2026-01-03T03:39Z [--] followers, [--] engagements "Me personally when examining this I like to take Goodwill and other intangible assets out because they can't be converted to cash if needed. Goodwill if you don't know is the overpayment companies include when they purchase another company. It sweetens the deal for them but also accounts for customer bases and other intangible assets the acquired company might have. In this case $ZETA paid $325000000 in Goodwill. Goodwill and intangibles are $470000000 so subtracting that from $1111000000 we get around $641000000. Which still leaves the asset to liabilities ratio at around [----]. Or $1.47 in" [X Link](https://x.com/Caffinatedcash/status/2007296532073083276) 2026-01-03T03:42Z [--] followers, [--] engagements "$ZETA is high performing and the hype is real for good reason. They have a strong cash cushion they have the product fit for a market share that is wide open and now all they have to do is prove themselves. I'm Bullish here because of these reasons" [X Link](https://x.com/Caffinatedcash/status/2007297721817018801) 2026-01-03T03:47Z [--] followers, [---] engagements "If you liked this thread drop me a follow. I'm going to be doing daily dives into certain stocks that are hyped up or unheard of. Let me know what you think of $ZETA in the comments below and if you have heard anything that scares you or makes you believe in their potential" [X Link](https://x.com/Caffinatedcash/status/2007298588871930309) 2026-01-03T03:50Z [--] followers, [---] engagements "$NXGCF The one company that you havent heard of that you need to know more about. NexGold is a Canadian mining company. The result of the acquisition of Blackwolf Copper and Gold by Treasury Metals in [----] forming NexGold and the subsequent acquisition of Signal Gold. Right now the stock price sits at around $1.29 USD ($1.70 CAD) with the potential of some future upside" [X Link](https://x.com/Caffinatedcash/status/2007463244923822574) 2026-01-03T14:45Z [--] followers, [---] engagements "$NXGCF is quite literally sitting on a Goldmine as the company's [--] main projects are still in the advanced development stage with no construction or mining operations started as of January [----]. The projects are: [--]. Goldboro Gold Project: Guysborough County Nova Scotia. All permits locked and approved with an updated feasibility study and potential construction decision expected in [----]. (Important Detail) [--]. Goliath Gold Complex: Northwestern Ontario Has federal approval but still advancing through additional permitting and studies. Would start around 2030." [X Link](https://x.com/Caffinatedcash/status/2007463498813517922) 2026-01-03T14:46Z [--] followers, [---] engagements "The main focus of this stock starts with the important detail on the last post. The price on the stock is slowly moving upward over the course of the last couple months as more and more people are awaiting the announcement of them starting the Goldboro project. Currently it is still in the phase where they are finalizing financing as well as feasibility studies. But once they get the go signal there should be a decent pop in the stock" [X Link](https://x.com/Caffinatedcash/status/2007463676266041407) 2026-01-03T14:46Z [--] followers, [--] engagements "Now $NXGCF isnt a quick pump and dump. The miners are sitting on what could be [---] million ounces of gold with [---] million coming out of Goldboro alone. But extracting this gold likely wouldnt start until [----]. But if Gold prices continue to soar their prediction of extracting 100000oz of gold per year could year up to $350-$450 Million in cash flows. That's obviously dependent on the price of Gold over the next 5-10 years. https://twitter.com/i/web/status/2007464099228094901 https://twitter.com/i/web/status/2007464099228094901" [X Link](https://x.com/Caffinatedcash/status/2007464099228094901) 2026-01-03T14:48Z [---] followers, [--] engagements "Nevertheless $NXGCF is an intriguing company with a huge potential for upside at a low price. Diving into the financials the company currently has no revenue on its income statement for obvious reasons. They havent mined anything out of the ground so theyre not selling anything yet. So look past it because this is normal for exploration and discovery. https://twitter.com/i/web/status/2007464277821546546 https://twitter.com/i/web/status/2007464277821546546" [X Link](https://x.com/Caffinatedcash/status/2007464277821546546) 2026-01-03T14:49Z [---] followers, [---] engagements "However the balance sheet is incredibly strong and they havent even posted their Q4 statements. Over C$100 million in cash minimal debt and assets roughly 9x liabilities even before the latest raises. This is well-funded for the path to construction. As of Q3 the Assets to liabilities ratio sits at roughly [----] or $8.95 in assets for every $1 in liability. That's NOT including the C$100 Million they just secured in Q4. https://twitter.com/i/web/status/2007464562497393012 https://twitter.com/i/web/status/2007464562497393012" [X Link](https://x.com/Caffinatedcash/status/2007464562497393012) 2026-01-03T14:50Z [--] followers, [--] engagements "$NXGCF is speculative and in my opinion an investment that carries a decent amount of risk with it solely due to the fluctuating price of gold. But it does seem very promising based on their fundamentals. They just need to start mining. So before you dive in and hit buy on the stock its important to also think about where you think the price of Gold will go in the next 5-10 years as they break ground. Im not bearish here but I'm also not crazy bullish. It is certainly something that I would consider long term. Let me know if you have heard anything about any of these projects in the comments" [X Link](https://x.com/Caffinatedcash/status/2007464704797749607) 2026-01-03T14:50Z [--] followers, [---] engagements "Like this post if you want another deep dive today. I can research in depth any stock you put in the comments" [X Link](https://x.com/Caffinatedcash/status/2007468781673562390) 2026-01-03T15:07Z [--] followers, [--] engagements "If one person likes this post I'll put out another deep dive on a stock you need to know about" [X Link](https://x.com/Caffinatedcash/status/2007491397432267138) 2026-01-03T16:37Z [--] followers, [--] engagements "This is the game changer. During COVID and in the past $ABCL made big money working with big companies to use this machine to find antibodies and just give them to companies. Eli Lilly paid them to find one and then gave them royalties after they went off to produce it on their own. But now according to their Q3 [----] SEC filing they will be shifting towards internal development of their own treatments. Their current projects are ABCL635 for menopausal symptoms ($2 Bil market) and ABCL575 for atopic dermatitis. https://twitter.com/i/web/status/2007501372896215400" [X Link](https://x.com/Caffinatedcash/status/2007501372896215400) 2026-01-03T17:16Z [---] followers, [---] engagements "But this is important to know Pharmaceutical companies are heavily reliant on successful trials. If they face delays or setbacks this can hurt the stock price. However if trials are successful this can open up a number of new market opportunities for them. So now let's dive into the financial aspects of this company and see what were working with. https://twitter.com/i/web/status/2007501583597085170 https://twitter.com/i/web/status/2007501583597085170" [X Link](https://x.com/Caffinatedcash/status/2007501583597085170) 2026-01-03T17:17Z [---] followers, [---] engagements "Looking at the income statement the company is up roughly 38% year over year in revenue going from $6.5 Mil to $9 Mil this year. But they had a Net loss of around $57 Million up $6 Million from last year. This is due to heavy research and development ($57 Million is not their total R&D spend). Until they have some clinical wins they will continue this burn. But theyre not unprotected. Let's look at the balance sheet. https://twitter.com/i/web/status/2007501727767941296 https://twitter.com/i/web/status/2007501727767941296" [X Link](https://x.com/Caffinatedcash/status/2007501727767941296) 2026-01-03T17:18Z [---] followers, [---] engagements "Its a fortress. But theyre spending cash. They have over $495 million in cash cash equivalents and marketable securities (As of Sept [--] 2025). $1.36 Billion in Total Assets and $391 Million in Total Liabilities. For an Asset to Liability ratio of roughly [----]. Thats roughly $3.47 in assets for every $1 in liabilities. Meaning they have a lot of cash available to burn if they need some time for more research. But they do need results in the future in order to sustain their current rate of research and development. https://twitter.com/i/web/status/2007501872697860191" [X Link](https://x.com/Caffinatedcash/status/2007501872697860191) 2026-01-03T17:18Z [--] followers, [---] engagements "Im going to be posting about [--] stocks tomorrow morning that I have seen a number of investors on here talk about the last couple of days. Recommend you follow along because you won't want to miss them🚀🚀🚀" [X Link](https://x.com/Caffinatedcash/status/2007661381890523324) 2026-01-04T03:52Z [--] followers, [--] engagements "First deep dive coming as soon as I get my coffee in me hang tight you won't want to miss it🚀🚀🚀" [X Link](https://x.com/Caffinatedcash/status/2007803234476339615) 2026-01-04T13:16Z [--] followers, [--] engagements "A disgusting amount. That's how much. They estimate on their website that they have an addressable market of about $130 Billion. Yes $130 Billion. But anyone can say they can sell to anyone. So what is their actual current financial situation Allow me to inform you" [X Link](https://x.com/Caffinatedcash/status/2007809561466675581) 2026-01-04T13:41Z [---] followers, [---] engagements "The income statement is showing revenue exploding and losses narrowing towards profitability across Q1-Q3 of [----]. However expenses are ramping up a bit with their expansion. Personally the only time expansion scares me is if the company has shown a history of struggles with integration. I have not heard or seen an article that has said so so let me know if you have. On top of this all of the $ONDS expansions seem like theyre truly going to help with the diverse projects they will be working on. Here are some of their additions https://twitter.com/i/web/status/2007809785865883934" [X Link](https://x.com/Caffinatedcash/status/2007809785865883934) 2026-01-04T13:42Z [---] followers, [---] engagements "Between [----] and [----] $ONDS added these companies and all of them in my opinion will only propel them into more profits: Apeiro Motion: Tactical ground robotics. Sentrycs: Counter-UAS cyber-over-RF tech. 4M Defense: Demining and subsurface robotics. S.P.O. Smart Precision Optics: Advanced optics. Rotor Lab: Propulsion systems. Rift Dynamics: Modular drone platforms. Roboteam: Rugged unmanned ground vehicles So yes the Income statement seems messy because they have been spending. But I believe this will open a lot more doors for them" [X Link](https://x.com/Caffinatedcash/status/2007810283318792304) 2026-01-04T13:44Z [--] followers, [---] engagements "The balance sheet is glowing. Total assets jumped to $550 Million up from roughly $110 Million at the start of last year. Of that $550 Million $451 Million is in Cash and Cash Equivalents. Ill say that again. $451 Million in cash and cash equivalents. Theyre loaded. The best part $39 Million in liabilities. That leaves their Asset to Liability ratio at [-----]. They have $12.03 in assets for every $1 of debt https://twitter.com/i/web/status/2007810469189349422 https://twitter.com/i/web/status/2007810469189349422" [X Link](https://x.com/Caffinatedcash/status/2007810469189349422) 2026-01-04T13:44Z [--] followers, [--] engagements "$ONDS transformed their balance sheet and opened up new opportunities for themselves this year but at the expense of dilution which pissed off a lot of shareholders. They issued roughly 250-300 Million new shares (Official number not yet reported) in order to fund their new ventures. It was a necessary evil in my opinion and one of the only ways to come up with some cash fast. https://twitter.com/i/web/status/2007810588773146765 https://twitter.com/i/web/status/2007810588773146765" [X Link](https://x.com/Caffinatedcash/status/2007810588773146765) 2026-01-04T13:45Z [--] followers, [---] engagements "You really don't want to miss out on $ASTS I saw this one floating around X and after looking through the company Its legit and honestly its the coolest company Ive ever looked into. Lets dive in" [X Link](https://x.com/Caffinatedcash/status/2007842096896762023) 2026-01-04T15:50Z [--] followers, [----] engagements "$ASTS known as AST SpaceMobile Inc. is a satellite communications company founded in [----] headquartered in Midland Texas. Theyre building a space-based cellular broadband network that theyre calling SpaceMobile. Their aim is to create a 4G/5G connectivity directly to unmodified smartphones in undeserved and remote areas where traditional networks dont reach. https://twitter.com/i/web/status/2007842230321488252 https://twitter.com/i/web/status/2007842230321488252" [X Link](https://x.com/Caffinatedcash/status/2007842230321488252) 2026-01-04T15:51Z [--] followers, [---] engagements "How do they do that you ask Ill tell you. They deploy large satellites called the bluebird series which feature massive antenna arrays. They have Bluebird 1-5 which were recently put into orbit in [----] and now their next gen Bluebirds will be launched throughout [----] and [----]. The company has some of the coolest space tech Ive ever seen and were just getting started. Wait until you see who is investing in them" [X Link](https://x.com/Caffinatedcash/status/2007842655418618335) 2026-01-04T15:52Z [--] followers, [---] engagements "$ASTS isnt just an investment anymore their product actually works and has already been tested. Its why all these deals came through. The best part is that they also have a market for it. So now that weve investigated all of this let's look at their numbers and see what's going on under the hood" [X Link](https://x.com/Caffinatedcash/status/2007843083740676570) 2026-01-04T15:54Z [---] followers, [---] engagements "Income Statement. I wont lie this thing is a mess and I dont even really care about it ONLY because its exactly what I would expect it to look like at this point in time. Theyre sending Satellites to space. Theres no world where that is not expensive. Maybe an alien planet. Bottom line this will flip when they finish this phase of putting satellites into the lower atmosphere. https://twitter.com/i/web/status/2007843196567519528 https://twitter.com/i/web/status/2007843196567519528" [X Link](https://x.com/Caffinatedcash/status/2007843196567519528) 2026-01-04T15:54Z [---] followers, [--] engagements "Balance Sheet. Extremely strong position. $2.5 Billion in Assets and $924 Million in Liabilities giving them an assets to liabilities ratio of roughly [---]. Meaning they have roughly $2.7 in assets for every $1 in liabilities They have a massive cash position and have really good financiers https://twitter.com/i/web/status/2007843384254173335 https://twitter.com/i/web/status/2007843384254173335" [X Link](https://x.com/Caffinatedcash/status/2007843384254173335) 2026-01-04T15:55Z [--] followers, [--] engagements "Which leads me to my conclusion. Im bullish. Very bullish. They have a market that is really only competing with Starlink as far as I know and its truly not even the same product. They have huge financial backing and support and in my eyes it will be extremely difficult for them to fail. Like someone would have to royally screw up or every rocket would have to blow up. I pray that never happens. As always look into this company for yourselves and let me know what you think In the meantime here is a size comparison of their newest generation of satellites compared to a human" [X Link](https://x.com/Caffinatedcash/status/2007844289930244110) 2026-01-04T15:59Z [--] followers, [---] engagements "I couldn't agree more. $ASTS is set for an absolute breakout year. We closed right at the neckline. My view remains unchanged and I think we're about to go vertical. $ASTS https://t.co/z3QwuZT6E9 We closed right at the neckline. My view remains unchanged and I think we're about to go vertical. $ASTS https://t.co/z3QwuZT6E9" [X Link](https://x.com/Caffinatedcash/status/2007852187683287392) 2026-01-04T16:30Z [--] followers, [---] engagements "$ASTS to $150 Yes No Yes No" [X Link](https://x.com/Caffinatedcash/status/2007875129947423021) 2026-01-04T18:01Z [--] followers, [---] engagements "What should be my next deep dive $IREN $AMD $ARM $RDDT $IREN $AMD $ARM $RDDT" [X Link](https://x.com/Caffinatedcash/status/2007877336662978616) 2026-01-04T18:10Z [--] followers, [--] engagements "So far 95% of people believe that $ASTS will run to $150 That's an 80% increase. Have you bought any yet" [X Link](https://x.com/Caffinatedcash/status/2007913264307724429) 2026-01-04T20:33Z [--] followers, [---] engagements "10 Retweets and [--] Likes on this post. And I'll drop a premium dive in on a stock I really like tonight before the Market opens tomorrow" [X Link](https://x.com/Caffinatedcash/status/2007951938911154527) 2026-01-04T23:07Z [--] followers, [--] engagements "Deep Dive on $IREN tomorrow Follow so you don't miss it" [X Link](https://x.com/Caffinatedcash/status/2008021078833353126) 2026-01-05T03:41Z [--] followers, [---] engagements "Some of the uses for these data centers include mining Bitcoin AI and Cloud computing and several other functions. How established are they Well Microsoft partnered with them for $9.7 Billion Dollars type of established" [X Link](https://x.com/Caffinatedcash/status/2008123097589952535) 2026-01-05T10:27Z [--] followers, [---] engagements "The deal is huge. A $9.7 Billion dollar valuation over [--] years including a 20% pre payment from Microsoft. Once fully deployed its expected to contribute to a $1.94 Billion in annualized run-rate revenue for $IREN" [X Link](https://x.com/Caffinatedcash/status/2008123210135658795) 2026-01-05T10:27Z [--] followers, [---] engagements "In turn $IREN went to DELL to purchase $5.8 Billion worth of NVIDIA GB300 GPUSs and ancillary equipment (servers cooling etc) to build these centers for Microsoft. Not sure if youve realized by now But $IREN is putting themselves on the map. So let's see what that damn near $10 Billion dollar deal did for their finances lol. https://twitter.com/i/web/status/2008123320491811036 https://twitter.com/i/web/status/2008123320491811036" [X Link](https://x.com/Caffinatedcash/status/2008123320491811036) 2026-01-05T10:28Z [---] followers, [---] engagements "Income Statement: Massive. Massive. Massive growth. Talking +342% Year over year type of growth. Revenue went from $54 Million in Q1 of [----] to $240.3 Million in Q1 of [----]. Net Income was $384 Million. Theyre profitable. This was driven by their strong revenue growth and Bitcoin mining operations and the growing price of Bitcoin. https://twitter.com/i/web/status/2008123405833228608 https://twitter.com/i/web/status/2008123405833228608" [X Link](https://x.com/Caffinatedcash/status/2008123405833228608) 2026-01-05T10:28Z [---] followers, [---] engagements "The balance sheet is clean and well invested. Its fortified and is extremely strong. As of September 30th [----] their Asset to Liabilities ratio is $4.2 Billion in Assets and $1.3 Billion in Liabilities leaving the ratio at roughly [----]. Or $3.23 in assets for every $1 in Liabilities" [X Link](https://x.com/Caffinatedcash/status/2008123471193104733) 2026-01-05T10:28Z [--] followers, [---] engagements "Looking at the Cash flow its exactly what I would expect to see in a hyper-growth AI cloud infrastructure business. Heavy investment on infrastructure will cause negative cash flows that will eventually smoothen out after all is said and done. So here is my take:" [X Link](https://x.com/Caffinatedcash/status/2008123571449778339) 2026-01-05T10:29Z [--] followers, [---] engagements "I could not be more bullish on $IREN. Ill admit when I first heard about this stock I rolled my eyes thinking it was just another one of those pump and dumps on X. I had no idea they were actually a critical piece of infrastructure in the AI cloud field. Not to mention theyre working with Microsoft curating Billion dollar deals Sign me up. https://twitter.com/i/web/status/2008123782439768403 https://twitter.com/i/web/status/2008123782439768403" [X Link](https://x.com/Caffinatedcash/status/2008123782439768403) 2026-01-05T10:29Z [--] followers, [---] engagements "The only thing I would ever be a little weary of is their stake in Bitcoin mining. Id like to see an eventual full shift into AI cloud centers because I think the reliance on Bitcoins price when mining it can be a bit sketchy with fluctuations. Outside of that I want this one. I dont currently own any but I want some. (Not Financial Advice this is my opinion and feelings. As always do your own research.)" [X Link](https://x.com/Caffinatedcash/status/2008123883803623563) 2026-01-05T10:30Z [--] followers, [---] engagements "Thanks for following along with this thread. If you liked what you read please drop me a follow a like or a comment on if you agree or disagree. Any support is appreciated as Id love to grow this page so reposting is huge Send this to a friend who should learn about $IREN. As always good luck in the market -CC https://twitter.com/i/web/status/2008124067161743487 https://twitter.com/i/web/status/2008124067161743487" [X Link](https://x.com/Caffinatedcash/status/2008124067161743487) 2026-01-05T10:31Z [--] followers, [---] engagements "As of today I will be adding: $IREN $ASTS $ABCL $ZETA Fully believe in these" [X Link](https://x.com/Caffinatedcash/status/2008134771566891397) 2026-01-05T11:13Z [--] followers, [---] engagements "You might want to take a look at this Let me introduce you to $UPST a stock at $45.84 youve probably never heard of" [X Link](https://x.com/Caffinatedcash/status/2008153993986589122) 2026-01-05T12:29Z [---] followers, [---] engagements "Well theyre growing. Fast too. Which means their stock might follow. (NFA) They added new partners like Tech CU Peak CU and CAFCU expanding into auto refi and HELOCs. Auto retail volume grew 70% sequentially. Q3 [----] loan originations hit $2.9B (up 80% YoY) revenue $277M (up 71% YoY)" [X Link](https://x.com/Caffinatedcash/status/2008154622452453682) 2026-01-05T12:32Z [--] followers, [--] engagements "But what about the core financials The balance sheet Theyre running a tight ship with $2.9 Billion in Assets and $2.1 Billion in Liabilities. Which puts the ratio of assets to liabilities at roughly [----] or about $1.34 in assets for every $1 in liability. Thats a little tight for my liking but at the same time its still healthy. And the business is roaring. Financially this is a sound company. Now look away while you can if youre a fan of the banking industry because its not mine especially in the private sector. https://twitter.com/i/web/status/2008154774483447823" [X Link](https://x.com/Caffinatedcash/status/2008154774483447823) 2026-01-05T12:33Z [--] followers, [--] engagements "@BullTradeFinder $ZETA will be massive https://x.com/Caffinatedcash/status/2007283193351750030s=20 $ZETA is quickly becoming one of the most important stocks on the market and this is why. $ZETA sells an AI-powered marketing platform that helps large companies acquire new customers sell more to them and retain them over time. They do this by taking a big pool of consumer https://x.com/Caffinatedcash/status/2007283193351750030s=20 $ZETA is quickly becoming one of the most important stocks on the market and this is why. $ZETA sells an AI-powered marketing platform that helps large companies" [X Link](https://x.com/Caffinatedcash/status/2008172979356873213) 2026-01-05T13:45Z [--] followers, [---] engagements "My best guess is after the successful launches of their Next Gen Bluebirds. They're slated for a bunch of launches in [----]. Once they are deployed successfully and service can be provided the income statement will start to rise. From here it's just buy and hold and be patient. They have everything they need it's just a matter of time https://twitter.com/i/web/status/2008174277401383398 https://twitter.com/i/web/status/2008174277401383398" [X Link](https://x.com/Caffinatedcash/status/2008174277401383398) 2026-01-05T13:50Z [---] followers, [--] engagements "@StockChaser_ $ASTS is super legit I love it and I think thats an awesome pick I went into detail about it here You really don't want to miss out on $ASTS I saw this one floating around X and after looking through the company Its legit and honestly its the coolest company Ive ever looked into. Lets dive in. You really don't want to miss out on $ASTS I saw this one floating around X and after looking through the company Its legit and honestly its the coolest company Ive ever looked into. Lets dive in" [X Link](https://x.com/Caffinatedcash/status/2008202005865795886) 2026-01-05T15:40Z [---] followers, [----] engagements "I cant say im too bullish on $RR I dont like the frameworks of their company. They sell big slow robots that make drinks slower than the below average bartender. Their only useful ones are their cleaning and commercial ones. If they sold small in home robots ill buy in heavy https://twitter.com/i/web/status/2008202639612239891 https://twitter.com/i/web/status/2008202639612239891" [X Link](https://x.com/Caffinatedcash/status/2008202639612239891) 2026-01-05T15:43Z [--] followers, [--] engagements "@Dividend_Dollar I'm really bullish on $IREN Easily one of the best companies I've looked into recently This is what I found on it https://x.com/Caffinatedcash/status/2008122865691095276s=20 Youve seen $IREN Ive seen $IREN Lets learn more about the $42.70 stock https://x.com/Caffinatedcash/status/2008122865691095276s=20 Youve seen $IREN Ive seen $IREN Lets learn more about the $42.70 stock" [X Link](https://x.com/Caffinatedcash/status/2008258685731266595) 2026-01-05T19:25Z [--] followers, [----] engagements "@Mr_Derivatives I think $ONDS has $20 easy over the next couple months They're set up so well for it https://x.com/Caffinatedcash/status/2007808933076033688s=20 You need to read up on $ONDS before this thing goes nuclear. Ondas Holdings Inc. is a technology company that provides private wireless networks and autonomous drone systems for industrial critical infrastructure and government defense markets. So whats their main goal https://x.com/Caffinatedcash/status/2007808933076033688s=20 You need to read up on $ONDS before this thing goes nuclear. Ondas Holdings Inc. is a technology company" [X Link](https://x.com/Caffinatedcash/status/2008259651461411207) 2026-01-05T19:29Z [--] followers, [---] engagements "Scrolling through my feed right now and seeing a lot of people talking about $SOFI and $ADUR I think I'll do a deep dive on these. My deep dive on $OKLO will be posted tomorrow morning. Really impressed by that company" [X Link](https://x.com/Caffinatedcash/status/2008260473649852470) 2026-01-05T19:33Z [--] followers, [---] engagements "@Zac_Markovich I love $ONDS really good company with high ceiling https://x.com/Caffinatedcash/status/2007808933076033688s=20 You need to read up on $ONDS before this thing goes nuclear. Ondas Holdings Inc. is a technology company that provides private wireless networks and autonomous drone systems for industrial critical infrastructure and government defense markets. So whats their main goal https://x.com/Caffinatedcash/status/2007808933076033688s=20 You need to read up on $ONDS before this thing goes nuclear. Ondas Holdings Inc. is a technology company that provides private wireless" [X Link](https://x.com/Caffinatedcash/status/2008263567271932227) 2026-01-05T19:45Z [---] followers, [---] engagements "@MMatters22596 Really good feeling about $IREN Looked through it and am convinced this thing will go ballistic https://x.com/Caffinatedcash/status/2008122865691095276s=20 Youve seen $IREN Ive seen $IREN Lets learn more about the $42.70 stock https://x.com/Caffinatedcash/status/2008122865691095276s=20 Youve seen $IREN Ive seen $IREN Lets learn more about the $42.70 stock" [X Link](https://x.com/Caffinatedcash/status/2008269000237547742) 2026-01-05T20:06Z [--] followers, [---] engagements "If you're unfamiliar with $ZETA have a look here I did a deep dive on it the other day. They just partnered with OpenAI https://x.com/Caffinatedcash/status/2007283193351750030s=20 $ZETA is quickly becoming one of the most important stocks on the market and this is why. $ZETA sells an AI-powered marketing platform that helps large companies acquire new customers sell more to them and retain them over time. They do this by taking a big pool of consumer https://x.com/Caffinatedcash/status/2007283193351750030s=20 $ZETA is quickly becoming one of the most important stocks on the market and this is" [X Link](https://x.com/Caffinatedcash/status/2008287356978123136) 2026-01-05T21:19Z [--] followers, [---] engagements "Looking through what $ADUR does right now and I'm really impressed Seems super easy to scale with proper funding. No wonder it's hot on here right now this company is a game changer in its sector I'll put out my Deep dive on it tomorrow morning" [X Link](https://x.com/Caffinatedcash/status/2008314783443939726) 2026-01-05T23:08Z [--] followers, [---] engagements "@TrendSpider If you're unfamiliar with $ZETA and what they do take a look here I wrote a deep dive on them the other day https://x.com/Caffinatedcash/status/2007283193351750030s=20 $ZETA is quickly becoming one of the most important stocks on the market and this is why. $ZETA sells an AI-powered marketing platform that helps large companies acquire new customers sell more to them and retain them over time. They do this by taking a big pool of consumer https://x.com/Caffinatedcash/status/2007283193351750030s=20 $ZETA is quickly becoming one of the most important stocks on the market and this" [X Link](https://x.com/Caffinatedcash/status/2008315243517067727) 2026-01-05T23:10Z [--] followers, [----] engagements "@EndicottInvests If you're unfamiliar with $ZETA I did a deep dive on it here the other day This should help explain who they are and what they do to anyone who might be a little lost https://x.com/Caffinatedcash/status/2007283193351750030s=20 $ZETA is quickly becoming one of the most important stocks on the market and this is why. $ZETA sells an AI-powered marketing platform that helps large companies acquire new customers sell more to them and retain them over time. They do this by taking a big pool of consumer https://x.com/Caffinatedcash/status/2007283193351750030s=20 $ZETA is quickly" [X Link](https://x.com/Caffinatedcash/status/2008315598611120490) 2026-01-05T23:12Z [--] followers, [---] engagements "@justinian1800 @DonDurrett This is awesome insight. Im going to look into $BKRRF because it sounds interesting and I don't currently have a Silver play. $NXGCF is the move for Gold and after hearing this I trust it even more" [X Link](https://x.com/Caffinatedcash/status/2008332696339054718) 2026-01-06T00:20Z [--] followers, [---] engagements "Someone shot me a DM asking if I know Crypto (Due to surge) and what im in on $BTC $SOL $ETH $ADA $XRP I have one stretch play in $JASMY Research $JASMY if you havent heard of it. Really cool concept if they make it work. I dont plan on talking Crypto here though" [X Link](https://x.com/Caffinatedcash/status/2008368935784026112) 2026-01-06T02:44Z [--] followers, [---] engagements "These reactors can run on both fresh fuel and recycled fuel from this facility. After [--] years the fuel can be sent to Oak Ridge refined and extracted and then put into a new HALEU metallic fuel rod to then be used by another Aurora reactor. This is because a lot of times reactors dont use up all the fuel they actually have efficiently. So now that you know how cool this company is let's look at their financials" [X Link](https://x.com/Caffinatedcash/status/2008515870222327949) 2026-01-06T12:27Z [---] followers, [--] engagements "On their Income Statement $OKLO currently has no revenue. Which is obvious because theyre still in their pre commercial phase of development. The reason for all the hype though is all the demand for a product like this. (Ex: data centers that need lots and lots of energy.) So let's skim past the income statement until they start that phase and look at the monster balance sheet. https://twitter.com/i/web/status/2008516136892027218 https://twitter.com/i/web/status/2008516136892027218" [X Link](https://x.com/Caffinatedcash/status/2008516136892027218) 2026-01-06T12:28Z [---] followers, [--] engagements "The craziest part is how rapidly $OKLO amassed that much cash. As of 12/31/24 they had $231 Million in Cash and $281 Million in Assets. As of 9/30/25 they had $931 Million in Cash and $1.2 Billion in Assets. Let that sink in. This is exponential growth in a matter of [--] months. $OKLO RAISED CLOSE TO A BILLION IN [--] MONTHS" [X Link](https://x.com/Caffinatedcash/status/2008516363011125635) 2026-01-06T12:29Z [--] followers, [---] engagements "The momentum is there. Now it will just take them building and deploying these facilities. Im obviously Bullish. Ill also be buying this one for myself soon. (Not Financial Advice) This stock is great and anything related to AI is hot right now and will be for a while" [X Link](https://x.com/Caffinatedcash/status/2008517037082194109) 2026-01-06T12:32Z [--] followers, [--] engagements "$ADUR or Aduro Clean Technologies is a Canadian cleantech company founded in [----]. They specialize in tackling global waste challenges especially plastics (Which make up [---] Million tons/year globally). But its the way theyre recycling them which is garnering all the hype. Theyre using Hydrochemolytic Technology (HCT). And Ill be honest thats a big word. But Im gonna find out what it means and tell you simply in the next post below so you dont have to google it" [X Link](https://x.com/Caffinatedcash/status/2008533013273923717) 2026-01-06T13:36Z [--] followers, [---] engagements "Ok I figured it out (Thanks Grok) Hydrochemolytic Technology (HCT) breaks down plastics and turns them into a couple useful things: - High-Quality Hydrocarbon Oils/Feeds: (Building blocks for new plastics) - High-value BTX Chemicals: (Benzene Toluene Xylenes and Ethylbenzene) - Transportation Fuels: (Diesel naphtha compatible with existing refineries) - Styrene Monomer: (e.g. packaging insulation). - Platform Chemicals and Intermediates: (Feedstocks for manufacturing new chemicals polymers and products (e.g. adhesives coatings or consumer goods)) Moving forward" [X Link](https://x.com/Caffinatedcash/status/2008533327163130064) 2026-01-06T13:37Z [--] followers, [---] engagements "So why is HCT better than traditional recycling methods In short its more efficient cost-effective and sustainable for real-world plastic waste. So why dont other companies do this Oh I forgot to mention. $ADUR owns the patent on HCT. So other companies will have to devise their own way to compete. This gives them their leverage" [X Link](https://x.com/Caffinatedcash/status/2008533673461567677) 2026-01-06T13:38Z [--] followers, [---] engagements "So now that you understand $ADUR and what theyre doing what's their long term goal with this Their goal is to disrupt the $200 Billion dollar recycling market. As of January 5th [----] they are actively selecting/finalizing the site where they will build their demo large scale recycling plant. From there its proving it works global expansion to commercial plants and real revenue from high value by products https://twitter.com/i/web/status/2008533835374338329 https://twitter.com/i/web/status/2008533835374338329" [X Link](https://x.com/Caffinatedcash/status/2008533835374338329) 2026-01-06T13:39Z [---] followers, [---] engagements "Pretty damn impressive if Im being honest. But what do their finances look like The income statement looks like any Research and Development phase company. Low Revenue High investment but rapidly growing here" [X Link](https://x.com/Caffinatedcash/status/2008534150509408572) 2026-01-06T13:40Z [---] followers, [---] engagements "Their balance sheet looks good but Id argue theyre extremely undervalued. Their total Assets are $22.6 Million (They closed a $20 Million Underwritten public offering so this will change soon) and total liabilities are roughly $4.5 Million for a solid Assets to Liabilities ratio of [----]. Which is about $5.02 in Assets to every $1 in liabilities. A very healthy balance sheet especially with the new inflow coming as of 12/22/25 ($20 Mil ref above). So I like their current position. https://twitter.com/i/web/status/2008534488750428516 https://twitter.com/i/web/status/2008534488750428516" [X Link](https://x.com/Caffinatedcash/status/2008534488750428516) 2026-01-06T13:41Z [--] followers, [--] engagements "@TheRonnieVShow I love $IREN $ZETA $ONDS and $ADUR I've looked into them in depth but here is what I found on $ADUR https://x.com/Caffinatedcash/status/2008532850912727528s=20 I"m sure you've seen $ADUR scrolling through X So take a couple seconds and read up on what this company is about I promise that if you know nothing you learn something about $ADUR after this thread. https://x.com/Caffinatedcash/status/2008532850912727528s=20 I"m sure you've seen $ADUR scrolling through X So take a couple seconds and read up on what this company is about I promise that if you know nothing you learn" [X Link](https://x.com/Caffinatedcash/status/2008536060025086391) 2026-01-06T13:48Z [--] followers, [---] engagements "@thestockwhale Here is a little about $IREN if you're unfamiliar with it https://x.com/Caffinatedcash/status/2008122865691095276s=20 Youve seen $IREN Ive seen $IREN Lets learn more about the $42.70 stock https://x.com/Caffinatedcash/status/2008122865691095276s=20 Youve seen $IREN Ive seen $IREN Lets learn more about the $42.70 stock" [X Link](https://x.com/Caffinatedcash/status/2008550405882736896) 2026-01-06T14:45Z [---] followers, [----] engagements "Entire portfolio is up 15% today alone. Thank you especially to $ZETA $ABCL" [X Link](https://x.com/Caffinatedcash/status/2008559335841075673) 2026-01-06T15:20Z [---] followers, [---] engagements "@BMSInvests $ONDS had a ton of critical acquisitions in 2024-2025 that boosted their internal infrastructure I talked about it a little here if you'd like to see what else they added https://x.com/Caffinatedcash/status/2007808933076033688s=20 You need to read up on $ONDS before this thing goes nuclear. Ondas Holdings Inc. is a technology company that provides private wireless networks and autonomous drone systems for industrial critical infrastructure and government defense markets. So whats their main goal https://x.com/Caffinatedcash/status/2007808933076033688s=20 You need to read up on" [X Link](https://x.com/Caffinatedcash/status/2008567869874045004) 2026-01-06T15:54Z [--] followers, [---] engagements "AI is the hot sector so I'm going to deep dive $CIFR tomorrow and then one you have never heard of but still really cool" [X Link](https://x.com/Caffinatedcash/status/2008719761845506516) 2026-01-07T01:58Z [--] followers, [---] engagements "Youve seen $CIFR floating around as much as I have lately Its time we learn what this is. Take a look" [X Link](https://x.com/Caffinatedcash/status/2008902462262923690) 2026-01-07T14:04Z [---] followers, [----] engagements "They currently own and run several bitcoin mining sites across the United States. But now $CIFR is transforming parts of their data centers to support high-performance computing and AI clusters. In turn they then lease out the space in their centers to customers who want the technology but dont want to build it on their own. Essentially theyve become Data Center Landlords. https://twitter.com/i/web/status/2008902838747844844 https://twitter.com/i/web/status/2008902838747844844" [X Link](https://x.com/Caffinatedcash/status/2008902838747844844) 2026-01-07T14:05Z [---] followers, [--] engagements "But who is leasing from $CIFR you ask Fluidstack is their main one and Google is backing the deal. They have a [--] year contract expected to haul in billions of dollars. Amazon Web Services has also leased some capacity from them as well" [X Link](https://x.com/Caffinatedcash/status/2008902917433020885) 2026-01-07T14:05Z [---] followers, [---] engagements "Yeah when we see big names our attention is caught quickly. Its why the market is following $CIFR ever so slowly now. Bigger investments usually follow after a powerhouse company inserts themselves into the equation. So let's dive into the financials:" [X Link](https://x.com/Caffinatedcash/status/2008903049037668816) 2026-01-07T14:06Z [--] followers, [--] engagements "Over the trailing [--] months $CIFR has Growing Revenue: roughly $206 Million (35% YoY gain) Gross Profit: $70M Net Income: Negative ($70M) Operating Income: also negative ($98M) In English this means theyre generating revenue but theyre not profiting because theyre heavily investing in themselves. https://twitter.com/i/web/status/2008903146978918626 https://twitter.com/i/web/status/2008903146978918626" [X Link](https://x.com/Caffinatedcash/status/2008903146978918626) 2026-01-07T14:06Z [--] followers, [--] engagements "Cash Flows $CIFR Same story. Theyre spending on themselves and growing. But the financing cash flow that one raised an eyebrow. Roughly $1.49 Billion. Outside capital is there and supporting so the high level cash burn on investments isnt even worrisome to me" [X Link](https://x.com/Caffinatedcash/status/2008903281209163907) 2026-01-07T14:07Z [--] followers, [--] engagements "$CIFR Balance sheet is pretty nuts and it shows a serious amount of Assets to Liabilities. $2.84 Billion in Assets. $2.06 Billion in Liabilities. Roughly $1.37 in Assets for every $1.00 in Liability. $1.2 Billion is Cash" [X Link](https://x.com/Caffinatedcash/status/2008903536914931830) 2026-01-07T14:08Z [--] followers, [--] engagements "In my opinion the good news is they have funding and theyre investing in themselves. They have runaway cash and their financing is supporting their growth. But if funding runs dry (Google or AWS pulls away for some reason) or there is a serious downturn in the market $CIFR will not be able to maintain their current spending habits. So that is something that I would personally look out for. Again none of this is financial advice purely my own opinion. https://twitter.com/i/web/status/2008903648550465841 https://twitter.com/i/web/status/2008903648550465841" [X Link](https://x.com/Caffinatedcash/status/2008903648550465841) 2026-01-07T14:08Z [---] followers, [--] engagements "But the bottom line is $CIFR is investing heavily and after theyre done investing things should smoothen out. Theyre ahead of others in this area. My own opinion is that because of their Amazon Web Service deal and other deal with Fluidstack backed by Google it will be really difficult for them to fail. Personally Im bullish on $CIFR By year end I think theyll be in a great position. https://twitter.com/i/web/status/2008903746252636325 https://twitter.com/i/web/status/2008903746252636325" [X Link](https://x.com/Caffinatedcash/status/2008903746252636325) 2026-01-07T14:09Z [---] followers, [--] engagements "Let me know how you feel about $CIFR Bullish Bearish Bullish Bearish" [X Link](https://x.com/Caffinatedcash/status/2008903916319035541) 2026-01-07T14:09Z [--] followers, [---] engagements "@BlackPantherCap $IREN and $CIFR are both really undervalued in my eyes I did some deep research on $CIFR and I really like their company now. Really good big name backing https://x.com/Caffinatedcash/status/2008902462262923690s=20 Youve seen $CIFR floating around as much as I have lately Its time we learn what this is. Take a look https://x.com/Caffinatedcash/status/2008902462262923690s=20 Youve seen $CIFR floating around as much as I have lately Its time we learn what this is. Take a look" [X Link](https://x.com/Caffinatedcash/status/2008913706650894646) 2026-01-07T14:48Z [--] followers, [---] engagements "$BITF you probably dont know it But you really need to" [X Link](https://x.com/Caffinatedcash/status/2008914219761074582) 2026-01-07T14:50Z [---] followers, [---] engagements "$BITF or Bitfarms Ltd. is traditionally a Bitcoin mining company that is now changing course to HPC and AI infrastructure. Sound Familiar (Same shift as $CIFR) However $BITF is a little behind at the moment. Probably 12-24 months of building for that matter. But that means youre early. (Stock Price $2.87 as of 1/7/26) https://twitter.com/i/web/status/2008914443061579905 https://twitter.com/i/web/status/2008914443061579905" [X Link](https://x.com/Caffinatedcash/status/2008914443061579905) 2026-01-07T14:51Z [---] followers, [---] engagements "@BlackPantherCap Couldn't agree more. I looked in $BITF last night. They're a former bitcoin mining company transitioning into HPC and AI. They have one center that will be viable by end of 2026/early [----]. Worth the look in my eyes" [X Link](https://x.com/Caffinatedcash/status/2008915789185774018) 2026-01-07T14:57Z [---] followers, [---] engagements "@MMMTwealth $ABCL might be one of the most underrated stocks on the market right now. If they show proof of manufacturing their treatments its a future parabolic move in my eyes" [X Link](https://x.com/Caffinatedcash/status/2008924772806058416) 2026-01-07T15:32Z [--] followers, [----] engagements "@BlackPantherCap Great insight had no idea BITF was lacking there. Im looking into NBIS today but have positions in IREN and CIFR now" [X Link](https://x.com/Caffinatedcash/status/2008927266311487882) 2026-01-07T15:42Z [--] followers, [--] engagements "@moninvestor $IREN long term will do just fine Set up is there with backing. Volatile periods will occur day to day but long term theyre well set up" [X Link](https://x.com/Caffinatedcash/status/2008936183489765650) 2026-01-07T16:18Z [--] followers, [---] engagements "So who signed a contract for usage with $NBIS Microsoft ($17 Billion Dollar deal) Meta ($3 Billion Dollar Deal) Pretty enticing if you ask me. Their demand is through the roof often selling out their capacity quickly. They then turn around and use those profits to reinvest heavily into new infrastructure. Other users include Shopify Prosus ServiceNow Mistral AI Cursor Black Forest Labs and various others Think of them as $IREN but more established" [X Link](https://x.com/Caffinatedcash/status/2009282431581405391) 2026-01-08T15:13Z [---] followers, [--] engagements "Who owns a stake in $NBIS NVIDIA owns a .5% stake in the company due to their heavy usage of NVIDIA GPUs. Hundreds of other funds including Blackrock and Vanguard own a stake in this company as well" [X Link](https://x.com/Caffinatedcash/status/2009282501953331297) 2026-01-08T15:14Z [---] followers, [--] engagements "So how does $NBIS look financially On their income statement we see: Q1 revenue: $55M Q2: $100M Q3: $146M Full year revenue was at $500550M (massive increase from 2024's $118M). However it remained unprofitable (net losses each quarter) due to heavy investments in GPUs and data centers (CapEx $5B). https://twitter.com/i/web/status/2009282607901491574 https://twitter.com/i/web/status/2009282607901491574" [X Link](https://x.com/Caffinatedcash/status/2009282607901491574) 2026-01-08T15:14Z [---] followers, [--] engagements "Their Balance Sheet $NBIS Cash pile: $4.8B sitting there Debt creeping up (debt/equity 85%) to fund the monster buildout Op cash flow: Still negative (burned $432M in first [--] months '25) CapEx: Absolute beast: $955M in Q3 alone full year $5B on GPUs & DCs They have $1.9 in Assets for every $1 in Liabilities https://twitter.com/i/web/status/2009282764697178609 https://twitter.com/i/web/status/2009282764697178609" [X Link](https://x.com/Caffinatedcash/status/2009282764697178609) 2026-01-08T15:15Z [---] followers, [--] engagements "@TheTechInvest $IREN has super high potential I compare it to $NBIS and think eventually price will reflect that" [X Link](https://x.com/Caffinatedcash/status/2009306539891323256) 2026-01-08T16:49Z [---] followers, [----] engagements "@TheRonnieVShow High hopes for $ZETA Im heavily invested in them and really believe in their potential" [X Link](https://x.com/Caffinatedcash/status/2009307969914032444) 2026-01-08T16:55Z [---] followers, [---] engagements "@futurist_lens $SMR is so interesting to me Just need them to pick up the pace a bit" [X Link](https://x.com/Caffinatedcash/status/2009309337303319024) 2026-01-08T17:00Z [---] followers, [----] engagements "After researching a ton this past week I shifted some money around and the largest parts of my portfolio are $ZETA $ABCL $ZVRA $GRAB $ONDS $IREN Waiting on more capital to invest heavier in $NBIS $ASTS $ADUR $NXGCF" [X Link](https://x.com/Caffinatedcash/status/2009311325437010400) 2026-01-08T17:08Z [---] followers, [---] engagements "@MikePLTR $IREN and $ONDS all the way" [X Link](https://x.com/Caffinatedcash/status/2009322807747072457) 2026-01-08T17:54Z [---] followers, [---] engagements "@haddad_jac79558 $ZETA is such a good company. Really excited for their future and to see how the stock performs in 2026" [X Link](https://x.com/Caffinatedcash/status/2009326172119945405) 2026-01-08T18:07Z [---] followers, [---] engagements "@LEADER_TRADING $IREN is such a good long term play. Do you think it's got $100" [X Link](https://x.com/Caffinatedcash/status/2009326984300835097) 2026-01-08T18:10Z [--] followers, [---] engagements "Call me crazy but I still believe $TSLA is undervalued" [X Link](https://x.com/Caffinatedcash/status/2009329868048355363) 2026-01-08T18:22Z [---] followers, [--] engagements "$133 Billion in Total Assets and some people want to say $TSLA @ $434 is over valued. Optimus is going to completely change the world and their financials Give it time but as soon as people see the use of a robot doing chores around their house they'll never look back" [X Link](https://x.com/Caffinatedcash/status/2009332601073574247) 2026-01-08T18:33Z [---] followers, [--] engagements "@futurist_lens @theonly1Avenger $SMR needs some headlines and itll pump right back up" [X Link](https://x.com/Caffinatedcash/status/2009452084572398043) 2026-01-09T02:28Z [---] followers, [---] engagements "Id really like to create some more dialogue on this page. Tell me which stock I should review today: $OPEN $LMT $HAL $CVX $OPEN $LMT $CVX $HAL $OPEN $LMT $CVX $HAL" [X Link](https://x.com/Caffinatedcash/status/2009619377348288935) 2026-01-09T13:32Z [---] followers, [---] engagements "$ZETA making some serious upside movement Really happy about this position Good Morning $ZETA Bulls https://t.co/QFGhhUCZWu Good Morning $ZETA Bulls https://t.co/QFGhhUCZWu" [X Link](https://x.com/Caffinatedcash/status/2009646849343529226) 2026-01-09T15:22Z [---] followers, [---] engagements "$OPEN has been probably been in your feed lately Let's jump in and see what's going on there" [X Link](https://x.com/Caffinatedcash/status/2009671775832158265) 2026-01-09T17:01Z [---] followers, [----] engagements "$OPEN or Opendoor Technologies Inc. is a digital platform for buying and selling residential real estate in the United States. People get instant cash offers the company buys the home makes any needed repairs and resells it or links the sellers to a new buying in the marketplace. A really interesting concept if you ask me. Like Ebay or Amazon for houses. https://twitter.com/i/web/status/2009672037615198337 https://twitter.com/i/web/status/2009672037615198337" [X Link](https://x.com/Caffinatedcash/status/2009672037615198337) 2026-01-09T17:02Z [---] followers, [---] engagements "$OPEN has been really volatile but showing signs of momentum with recent news. President Trump recently announced over $200 Billion in bonds being purchased by Fannie Mae and Freddie Mac which should hopefully send down the interest rates and open the market further. This means more opportunities for a company like $OPEN to gain customers https://twitter.com/i/web/status/2009672137846468956 https://twitter.com/i/web/status/2009672137846468956" [X Link](https://x.com/Caffinatedcash/status/2009672137846468956) 2026-01-09T17:02Z [---] followers, [---] engagements "On December 23rd of [----] $OPEN acquired which will be an instrumental tool for homebuyers to assess financing options get pre-approvals and navigate the mortgage process. By bringing this in-house $OPEN gains better control over the buyer journey reduces drop-offs improves conversion rates on their listings/offers and potentially lowers customer acquisition costs. These are all really good signs in my eyes http://Homebuyer.com http://Homebuyer.com http://Homebuyer.com http://Homebuyer.com" [X Link](https://x.com/Caffinatedcash/status/2009672267551109212) 2026-01-09T17:03Z [---] followers, [---] engagements "Looking into $OPEN s Income statement we see a swinging revenue that is 100% dependent on the housing market. Total Revenue: $915 million (down 42% QoQ from $1.57B in Q2 [----] but down 34% YoY from $1.38B in Q3 2024). Gross Profit: $66 million (margin 7.2% down from 8.2% in Q2). Operating Loss: -$68 million (improved slightly YoY from -$67M in Q3 [----] but worse QoQ from -$13M). Net Loss: -$90 million (worse YoY from -$78M but better than some prior quarters like -$109M in Q1 2024). Basic EPS: -$0.12 (consistent with recent quarters' losses around -$0.11 to -$0.16). The rundown: Things are" [X Link](https://x.com/Caffinatedcash/status/2009672598141972702) 2026-01-09T17:04Z [---] followers, [---] engagements "On $OPEN s Balance sheet were seeing a decrease in Assets but also a decrease in liabilities. Cash and Cash Equivalents: $962 million (unrestricted a solid liquidity buffer) Total Assets: $2.7 billion (primarily real estate inventory and cash) Total Liabilities: $1.89 billion (mostly debt related to inventory financing) Stockholders' Equity: $811 million (positive but down YoY from $1.02B in Q3 2023) Again all of this is really tied to the housing market but despite the ups and downs they are holding a clean ratio of assets to liabilities and holding nearly a billion in cash. Shows good" [X Link](https://x.com/Caffinatedcash/status/2009672857660375355) 2026-01-09T17:05Z [---] followers, [---] engagements "$OPEN s Cash flows show a similar story For Q3 of [----] we see: Operating Cash Flow: +$435 million (strong inflow from home sales). Investing Cash Flow: +$413 million (likely from asset sales or minimal capex). Financing Cash Flow: -$159 million (debt repayments and equity adjustments). Net Change in Cash: +$689 million (big boost to liquidity). However we also see that sometimes that operating cash flow sometimes goes negative Q1 [----] and Q4 of [----] mainly due to housing market conditions. With the recent focus on housing in the US again I think this will stabilize and increase." [X Link](https://x.com/Caffinatedcash/status/2009673266739216828) 2026-01-09T17:06Z [---] followers, [---] engagements "@Nugget_Trades $OPEN has the opportunity to explode I looked into it a little bit today and this is what I found on its financials. I'm bullish on this one https://x.com/Caffinatedcash/status/2009671775832158265s=20 $OPEN has been probably been in your feed lately Let's jump in and see what's going on there https://x.com/Caffinatedcash/status/2009671775832158265s=20 $OPEN has been probably been in your feed lately Let's jump in and see what's going on there" [X Link](https://x.com/Caffinatedcash/status/2009698278326317195) 2026-01-09T18:46Z [---] followers, [---] engagements "@donaldjdean $OPEN Looks really good just need the housing market to introduce more buyers and this thing will stabilize and move upward quickly as revenues increase" [X Link](https://x.com/Caffinatedcash/status/2009698576344199362) 2026-01-09T18:47Z [---] followers, [---] engagements "@silversurfer1_ Aged well for $OPEN but shows you to just follow where the big institutions are throwing their money. They have [---] million shares and now $OPEN is up 15% today alone. Insanity" [X Link](https://x.com/Caffinatedcash/status/2009701312125153553) 2026-01-09T18:58Z [---] followers, [--] engagements "@TheRonnieVShow Lot more room for $ZETA My own strategy based off the financials and similar companies in the sector is to trim at around $55 After that let it ride up to about $65 before re evaluating" [X Link](https://x.com/Caffinatedcash/status/2009745750872207420) 2026-01-09T21:55Z [---] followers, [---] engagements "@oliwerlacey @CanadaKaz I totally agree and the financials tell you this too. They keep everything proportioned very well Without even knowing the current leadership the balance sheet will sometimes tell you just how well managed a company is. Great insight on their leadership" [X Link](https://x.com/Caffinatedcash/status/2010004349515444398) 2026-01-10T15:02Z [---] followers, [--] engagements "This is a multifaceted question that I struggle to figure out. In my eyes it comes down to: What coin they prioritize (stable coins or more volatile coins) Who can make it feel like the buyer is using a credit card Who can explain the benefits simply Who can educate people on crypto properly (If I asked my girlfriend [--] weeks ago if she wanted a Bitcoin or $20 shed have taken the $20. No knock on her people just arent literate in crypto) How can you explain to first time holders their dollar balance may increase or decrease due to token value (if using $BTC $SOL $XRP $ADA $ETH ) What" [X Link](https://x.com/Caffinatedcash/status/2010104376300360012) 2026-01-10T21:40Z [---] followers, [----] engagements "All eyes on $ZETA $ABCL $OPEN" [X Link](https://x.com/Caffinatedcash/status/2010749149097181534) 2026-01-12T16:22Z [---] followers, [---] engagements "Its amazing how much money you can make in a single week researching the stocks that pop up on your X feed. Heres how my portfolio did after a single week of looking into the most popular tickers I could find" [X Link](https://x.com/Caffinatedcash/status/2010788547671052374) 2026-01-12T18:58Z [---] followers, [--] engagements "Before the start of last week I heard a lot about $ZETA and how they were gaining momentum. I read up on them and liked their company so I bought a single options contract at a strike price of $17.50 set to expire on Jan [--] [----]. I like to give myself time just in case it doesnt pan out short term. Since buying the options contract my initial investment of $630 is up $389 for a gain of 61% https://x.com/Caffinatedcash/status/2007283193351750030s=20 https://x.com/Caffinatedcash/status/2007283193351750030s=20" [X Link](https://x.com/Caffinatedcash/status/2010788794480673271) 2026-01-12T18:59Z [---] followers, [--] engagements "As ZETA increased I grew more convicted and bought about $1100 worth at $23.33 It is now up to $24.35 and Ive made $50 on the trade. So buying in and using some leverage on a single stock that I saw floating around on X made me $439.00 in a matter of [--] week" [X Link](https://x.com/Caffinatedcash/status/2010788941168017481) 2026-01-12T19:00Z [---] followers, [--] engagements "Then I heard about $IREN on Jan 5th and posted my findings on that stock as well. I bought in at around $44.48 and the stock is now up 10.93% in a matter of a single week. Add another +$100 in profit there. Im up to about $539 https://x.com/Caffinatedcash/status/2008122865691095276s=20 Youve seen $IREN Ive seen $IREN Lets learn more about the $42.70 stock https://x.com/Caffinatedcash/status/2008122865691095276s=20 Youve seen $IREN Ive seen $IREN Lets learn more about the $42.70 stock" [X Link](https://x.com/Caffinatedcash/status/2010789106448810078) 2026-01-12T19:00Z [---] followers, [---] engagements "$ASTS is another one I saw early last week and decided Id buy a single share of it at $81.98. I now wish I had bought significantly more but Im up 16% for a $13.20 gain bringing my profit up to around $552 in a week's time" [X Link](https://x.com/Caffinatedcash/status/2010789265698144507) 2026-01-12T19:01Z [---] followers, [---] engagements "$ONDS was another one I saw floating around last week at around $12.16 which I bought decently which turned into another 7% gain and about $20. That brought my total gains for the week to $570" [X Link](https://x.com/Caffinatedcash/status/2010789361902886956) 2026-01-12T19:01Z [---] followers, [---] engagements "Now is that a ton of money For some yes but for some people on X that might as well be pocket change. But that was on purpose because I wanted to experiment and see without a ton of risk. The ones I believed in like $ZETA I bought heavily. The ones I didnt I bought less of just to follow and see. https://twitter.com/i/web/status/2010789609446478056 https://twitter.com/i/web/status/2010789609446478056" [X Link](https://x.com/Caffinatedcash/status/2010789609446478056) 2026-01-12T19:02Z [---] followers, [--] engagements "So what should this tell you as a reader on this thread looking to make money. Take action. Do your own research and you will find a winner. Some might lose and thats okay but dont dive in full throttle unless youre sure its undervalued" [X Link](https://x.com/Caffinatedcash/status/2010789713838555442) 2026-01-12T19:03Z [---] followers, [--] engagements "@TheRonnieVShow People really need to look into $ZETA The potential of this company is through the roof in my eyes" [X Link](https://x.com/Caffinatedcash/status/2011096816486617549) 2026-01-13T15:23Z [---] followers, [---] engagements "@TheLongInvest Genuinely insane. Following your $ZETA call" [X Link](https://x.com/Caffinatedcash/status/2012229434674229632) 2026-01-16T18:24Z [---] followers, [---] engagements "Just posted my first article. A write up on $EOSE Give it a look if you have a minute I bet you it will tell you something you didn't know. https://x.com/Caffinatedcash/status/2012565914131022111s=20 https://t.co/o3TGmA1enA https://x.com/Caffinatedcash/status/2012565914131022111s=20 https://t.co/o3TGmA1enA" [X Link](https://x.com/Caffinatedcash/status/2012566430563111268) 2026-01-17T16:43Z [---] followers, [---] engagements "@Ashton_1nvests $ZETA" [X Link](https://x.com/Caffinatedcash/status/2012673540005175522) 2026-01-17T23:49Z [---] followers, [--] engagements "@TheRonnieVShow @grok whats $PGY and explain it simply what it is they do and how large their market share is" [X Link](https://x.com/Caffinatedcash/status/2012677680303313215) 2026-01-18T00:05Z [---] followers, [---] engagements "@MitchMartan98 $ZETA is in a great spot" [X Link](https://x.com/Caffinatedcash/status/2012677910914564431) 2026-01-18T00:06Z [---] followers, [---] engagements "@grok @TheRonnieVShow @grok whats $PGY balance sheet income statement and cash flow look like Are they profitable or are they in an investment phase" [X Link](https://x.com/Caffinatedcash/status/2012678386334777509) 2026-01-18T00:08Z [---] followers, [---] engagements "@Mr_Derivatives Depends honestly. Ill review mine up to [--] or [--] times before putting it out. Look for excessive Em dash usage (this thing ) and thats the tell tale sign most the time. I like the em dash occasionally but most AIs use them excessively" [X Link](https://x.com/Caffinatedcash/status/2012684036037046407) 2026-01-18T00:30Z [---] followers, [--] engagements "@Ashton_1nvests Depends how you wanna live in retirement. Like a King: $10 Million + Extremely above Average: $5 Million + Comfortable: $1-5 Million Doing well: $500000-$900000 Might struggle: $100k-$450k All assuming [--] + years of retirement and the money is stagnant" [X Link](https://x.com/Caffinatedcash/status/2012711206100877417) 2026-01-18T02:18Z [---] followers, [---] engagements "@StockChaser_ $ZETA is a buy while you still can price Im taking my cost average down in the meantime" [X Link](https://x.com/Caffinatedcash/status/2012734735772967170) 2026-01-18T03:52Z [---] followers, [----] engagements "@TheProfInvestor Buying stocks you believe in should always be in phases [--]. Starter position [--]. Revaluate [--]. Add/Trim [--]. Revaluate [--]. Add/Trim [--]. Revaluate [--]. Sell/Hold Repeat. Bottom line always revaluate the position as you hold it" [X Link](https://x.com/Caffinatedcash/status/2012740175953072267) 2026-01-18T04:13Z [---] followers, [---] engagements "@FindleysFinance @Ashton_1nvests Yeah it was a multifaceted question. If youre in the USA $100k might get you 3-4 years if you live extremely below your means. I just felt like throwing out a general response if im being honest here" [X Link](https://x.com/Caffinatedcash/status/2012893006265757917) 2026-01-18T14:21Z [---] followers, [--] engagements "@FindleysFinance @Ashton_1nvests Exactly. Yet a lot of people enter retirement with less than $500K to their name. The current median values of retirement portfolios for people aged 50-65 is somewhere around $150-200K @grok can you check this for me and verify" [X Link](https://x.com/Caffinatedcash/status/2012902387699134920) 2026-01-18T14:58Z [---] followers, [--] engagements "You want to learn about $PGY This company is set to jump in 2026" [X Link](https://x.com/Caffinatedcash/status/2013032824907903271) 2026-01-18T23:36Z [---] followers, [--] engagements "$PGY or Pagaya Technologies Ltd. ($PGY) is an Israeli-American fintech company headquartered in New York City founded in [----]. They specialize in AI-driven credit evaluation and underwriting. On top of this they help financial institutions like banks and fintechs expand access to credit while managing risk. https://twitter.com/i/web/status/2013033090176680035 https://twitter.com/i/web/status/2013033090176680035" [X Link](https://x.com/Caffinatedcash/status/2013033090176680035) 2026-01-18T23:37Z [---] followers, [--] engagements "Whats Their Market Share Right now Pagaya has a small but growing role in the massive US lending market with [--] lending partners. However we all know the US is notorious for one thing and its the incredible market for lending. Pagaya is set to increase their market share as their revenue has been growing the last [--] years" [X Link](https://x.com/Caffinatedcash/status/2013033333651800099) 2026-01-18T23:38Z [---] followers, [--] engagements "Financials: Income Statement: Strong revenue acceleration: Total revenue + other income reached $350M up 36% year-over-year Major profitability inflection: Achieved GAAP net income of $23M (third consecutive profitable quarter) a $90M swing from the prior-year loss. Explosive Adjusted EBITDA growth: $107M in Q3 up 91% YoY Raised full-year guidance: Increased outlook for [----] revenue ($1.301.325B) Adjusted EBITDA ($372382M) and GAAP net income ($7282M) signaling strong confidence in continued momentum. Key risk remains cyclical exposure: Profitability is recent and still modest in absolute" [X Link](https://x.com/Caffinatedcash/status/2013033830089633795) 2026-01-18T23:40Z [---] followers, [--] engagements "What's their market share and who partners with them As of [----] it holds approximately 35% of the market share which is significantly ahead of its competitors. The likes of which include Microsoft and Automation Anywhere. Their strategic partners include Oracle Tableau Alteryx and Smartsheet. Which are some pretty big names for their sector. Looking at who they serve it boils down to a bunch of different sectors that are using technology on an everyday basis. We're talking: - Heatlhcare - Manufacturing - Telecom Services - Educational - Tech and many more" [X Link](https://x.com/Caffinatedcash/status/2013281502503555328) 2026-01-19T16:04Z [---] followers, [--] engagements "Income Statement Looking at their income statement I'm seeing a couple of things. - Revenue Growth is steady but moderating. They're up 10% Year over year with their latest quarter up about 16% - Strong Gross Margins. Low cost of revenue and 83% profit margins. - Operating Profitable. Operating Income turned positive in recent periods marking major improvement from recent years. Bottom Line: They're profitable and moving in the right direction. I would just like to see them maintain their profitability over time now. But this is impressive. https://twitter.com/i/web/status/2013281640403861791" [X Link](https://x.com/Caffinatedcash/status/2013281640403861791) 2026-01-19T16:05Z [---] followers, [--] engagements "@grok @premium I can't even write an appeal because there is no place to write an appeal. It says that because my account isn't suspended I have no place to put an appeal" [X Link](https://x.com/Caffinatedcash/status/2013630783051669656) 2026-01-20T15:12Z [---] followers, [--] engagements "$ZETA is providing a great buying opportunity today" [X Link](https://x.com/Caffinatedcash/status/2014054257767350776) 2026-01-21T19:15Z [---] followers, [--] engagements "$ZETA is going through a very needed pullback at the moment. Ballistic upward moves always need a correction and I feel strongly that this is what we're seeing now" [X Link](https://x.com/Caffinatedcash/status/2014058988237640119) 2026-01-21T19:34Z [---] followers, [--] engagements "@RatCatDoge I believe that $HIMS is another really good undervalued company. Bought about $700 worth at $31 the other day. Going to cost average down as it goes down. I really think this one will make an insane recovery this year so $ZETA and $HIMS are two on my radar" [X Link](https://x.com/Caffinatedcash/status/2014060395422511347) 2026-01-21T19:39Z [---] followers, [---] engagements "@EndicottInvests @wealthmatica @Davis_C15 Might have to tune into this. Big $ZETA fan" [X Link](https://x.com/Caffinatedcash/status/2014065712667439277) 2026-01-21T20:01Z [---] followers, [--] engagements "@WheelieInvestor Give it a year. Should rebound" [X Link](https://x.com/Caffinatedcash/status/2014114732932731041) 2026-01-21T23:15Z [---] followers, [---] engagements "sometimes the gambler in me wants to just throw my entire net worth on $ZETA calls for next January" [X Link](https://x.com/Caffinatedcash/status/2014176386584342882) 2026-01-22T03:20Z [---] followers, [---] engagements "I have a feeling today will be pretty volatile Going to let the dust settle before hitting buy or sell" [X Link](https://x.com/Caffinatedcash/status/2014334143451070889) 2026-01-22T13:47Z [---] followers, [--] engagements "Ok so I saw that a lot of people like charts so I woke up early and did one for $ZETA It is my current favorite position and the price target I came up with was $44 Long term and $34 next. Again I'm new to EWT but I'm learning it as I go so if anyone has any suggestions/corrections for me please let me know Here is how I charted this: $ZETA saw a steady decline down from November of [----] and bottomed out in April of last year. It finally showed signs go recovery from May to October where it completed Wave [--] in my eyes. Then it had five steps down to the bottom of Wave [--] and now were looking" [X Link](https://x.com/Caffinatedcash/status/2014343817424519454) 2026-01-22T14:26Z [---] followers, [---] engagements "@B2F_Investing I got about $1.40 🤣 Gotta cost average down more" [X Link](https://x.com/Caffinatedcash/status/2014454243063730198) 2026-01-22T21:44Z [---] followers, [--] engagements "@B2F_Investing Yeah at this point its the only option bc im not selling" [X Link](https://x.com/Caffinatedcash/status/2014454595334934905) 2026-01-22T21:46Z [---] followers, [--] engagements "This is my current chart on $OPEN If it continues to go down further then I'll update this But there is no clear breakout into Wave [--] yet. Long term holds seem really good though so take a look Again not financial advice" [X Link](https://x.com/Caffinatedcash/status/2014481038072824015) 2026-01-22T23:31Z [---] followers, [---] engagements "Keep an eye on $ZETA today" [X Link](https://x.com/Caffinatedcash/status/2014694305017852205) 2026-01-23T13:38Z [---] followers, [---] engagements "@B2F_Investing $GRAB has momentum behind it" [X Link](https://x.com/Caffinatedcash/status/2014877197589229681) 2026-01-24T01:45Z [---] followers, [--] engagements "@haddad_jac79558 Ive never seen such impressive conviction on a single stock in my life Praying this goes up to $100+ for you" [X Link](https://x.com/Caffinatedcash/status/2014878254042128406) 2026-01-24T01:49Z [---] followers, [---] engagements "@moninvestor I feel like $HIMS will turn it around at some point Just a couple set backs but I feel like they have so much going for them" [X Link](https://x.com/Caffinatedcash/status/2014878558917697564) 2026-01-24T01:50Z [---] followers, [---] engagements "@moninvestor This is my goal too Gotta make small gains go far" [X Link](https://x.com/Caffinatedcash/status/2014905280027369737) 2026-01-24T03:37Z [---] followers, [--] engagements "@haddad_jac79558 @trevhesinvests Really good catch here But I still think this will be a hell of a year for $ZETA" [X Link](https://x.com/Caffinatedcash/status/2015247879418282335) 2026-01-25T02:18Z [---] followers, [--] engagements "@RatCatDoge $HIMS is so undervalued its not even funny" [X Link](https://x.com/Caffinatedcash/status/2015457527907922251) 2026-01-25T16:11Z [---] followers, [--] engagements "@TheValueTrade Its the first year im locking in. Made this account to keep myself accountable and to make sure Im doing my due diligence every day 🫡" [X Link](https://x.com/Caffinatedcash/status/2015474728173998082) 2026-01-25T17:19Z [---] followers, [--] engagements "@growthrapidly My thoughts exactly The market will correct it soon enough" [X Link](https://x.com/Caffinatedcash/status/2015478248805687454) 2026-01-25T17:33Z [---] followers, [---] engagements "One stock I'll be keeping a close eye on this week is $OPEN Right now it's sitting really pretty lowering deeper into Wave [--] Wave [--] looks as though it will commence soon so I'm picking up a couple of these shares tomorrow maybe even some calls" [X Link](https://x.com/Caffinatedcash/status/2015501354471489855) 2026-01-25T19:05Z [---] followers, [---] engagements "I think Ill go check on some of my crypto *opens app for one second* I think Ill check again in [--] months" [X Link](https://x.com/Caffinatedcash/status/2015782911119618134) 2026-01-26T13:44Z [---] followers, [--] engagements "If there is one stock you believe you could bet your house on it going up which would it be and why" [X Link](https://x.com/Caffinatedcash/status/2015786333625520613) 2026-01-26T13:58Z [---] followers, [--] engagements "@StockTrader_Max Sleeping giant is the best way to describe $HIMS at the moment Recent setbacks are the reason for their short term pains But my goodness. Youre looking at a beast ready to rise" [X Link](https://x.com/Caffinatedcash/status/2015798867392856168) 2026-01-26T14:47Z [---] followers, [----] engagements "Looking at $TE and I believe it now has some more room to grow Small pull back today but working it's way up to the Wave [--] Target @ $9.60 After it hits this I would see a correction imminent down to Wave 4" [X Link](https://x.com/Caffinatedcash/status/2015829057766588542) 2026-01-26T16:47Z [---] followers, [---] engagements "Like seriously look at Silver and Gold. Ask yourself why are these skyrocketing right now Let me know what comes to mind $XAU $XAG" [X Link](https://x.com/Caffinatedcash/status/2015845190938907052) 2026-01-26T17:52Z [---] followers, [---] engagements "@StockTrader_Max What do you like most about $CLSK" [X Link](https://x.com/Caffinatedcash/status/2015854123023827410) 2026-01-26T18:27Z [---] followers, [---] engagements "@EventuallyWLTHY I think this will bounce back Just looks like a necessary correction to me" [X Link](https://x.com/Caffinatedcash/status/2015854243261841722) 2026-01-26T18:27Z [---] followers, [----] engagements "@OutdoorFinance @duolingo Do you feel as tho you have actually learned a new language on there Ive been contemplating starting" [X Link](https://x.com/Caffinatedcash/status/2015854720632394204) 2026-01-26T18:29Z [---] followers, [--] engagements "@B2F_Investing What have you heard about $FUBO Your analysis is always really good" [X Link](https://x.com/Caffinatedcash/status/2015894787631550623) 2026-01-26T21:09Z [---] followers, [---] engagements "@B2F_Investing Idk how you dont have 100k followers yet" [X Link](https://x.com/Caffinatedcash/status/2015901825363231231) 2026-01-26T21:37Z [---] followers, [--] engagements "@B2F_Investing You and me both🤝🤝🤝" [X Link](https://x.com/Caffinatedcash/status/2015903150285209807) 2026-01-26T21:42Z [---] followers, [--] engagements "@AlexCanInvest Good point I shouldve included a time frame in the post. Would assume Long Term in a question like this $AMZN is a great answer. Trustworthy extremely developed and continuously growing" [X Link](https://x.com/Caffinatedcash/status/2015965141796327461) 2026-01-27T01:48Z [---] followers, [--] engagements "@AlexCanInvest Long term id go with $TSLA I really think their Robots will be like the iPhone and change the entire landscape of civilization" [X Link](https://x.com/Caffinatedcash/status/2015966210375004536) 2026-01-27T01:52Z [---] followers, [--] engagements "@B2F_Investing Important week for some companies" [X Link](https://x.com/Caffinatedcash/status/2016137888912560527) 2026-01-27T13:15Z [---] followers, [--] engagements "@JaMarc0 @Allenroth1974 @moninvestor After the deal with Microsoft absolutely. But they were stagnant for a while and it was driving me crazy to the point where I sold" [X Link](https://x.com/Caffinatedcash/status/2016156569822523826) 2026-01-27T14:29Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@sunbrewedlatte Sunrise Coffee Talk
Sunrise Coffee Talk posts on X about $zeta, in the, $abcl, stocks the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -48%
- [--] Month [-------] +133%
Mentions: [--] #
- [--] Week [--] -65%
- [--] Month [---] +89%
Followers: [-------] #
- [--] Week [---] +24%
- [--] Month [---] +682%
CreatorRank: [---------] #
Social Influence
Social category influence stocks finance cryptocurrencies technology brands countries automotive brands celebrities luxury brands travel destinations products
Social topic influence $zeta #218, in the, $abcl #65, stocks, $iren, ai, $sidu #38, up to, if you, bullish
Top accounts mentioned or mentioned by @grok @leadingreport @b2finvesting @nasserkari @shanspecter @theronnievshow @trdetoscale @moninvestor @mrderivatives @ashton1nvests @tradechronicle @unusualwhales @investingaddict @bitcointeacher @theabomnoman @nicksortor @blackpanthercap @haddadjac79558 @allenroth1974 @bitcointeddy
Top assets mentioned ZetaChain (ZETA) AbCellera Biologics Inc. (ABCL) Iris Energy Limited (IREN) Sidus Space, Inc. (SIDU) Opendoor Technologies Inc Common Stock (OPEN) Ondas Holdings Inc. Common Stock (ONDS) Cipher Mining Inc. Common Stock (CIFR) Hims & Hers Health, Inc. (HIMS) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Bitcoin (BTC) Microsoft Corp. (MSFT) Nebius Group N.V. Class A Ordinary Shares (NBIS) Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) MP Materials Corp. (MP) Oklo Inc. (OKLO) Grab Holdings Limited Class A Ordinary Shares (GRAB) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) retard to retired (R/R) Bitfarms Ltd. (BITF)
Top Social Posts
Top posts by engagements in the last [--] hours
"I so badly want a @chevrolet Corvette"
X Link 2025-11-18T16:33Z [--] followers, [--] engagements
"yet another day passes of me wanting a @chevrolet corvette"
X Link 2025-11-20T16:25Z [--] followers, [--] engagements
"Organic Maple Syrup Milk/Heavy Cream and Cinnamon. Thank me later America has a problem and its coffee creamers cause what the fuck is this https://t.co/nsn9AGJgy3 America has a problem and its coffee creamers cause what the fuck is this https://t.co/nsn9AGJgy3"
X Link 2025-11-26T18:29Z [--] followers, [--] engagements
"$ZETA is quickly becoming one of the most important stocks on the market and this is why. $ZETA sells an AI-powered marketing platform that helps large companies acquire new customers sell more to them and retain them over time. They do this by taking a big pool of consumer data and use AI to target people at the right time with a message that best works for that individual. https://twitter.com/i/web/status/2007283193351750030 https://twitter.com/i/web/status/2007283193351750030"
X Link 2026-01-03T02:49Z [--] followers, [---] engagements
"So what makes them stand out and what is so good about them $ZETA recently acquired a number of businesses; Marigold Loyalty being one of them. Loyalty is insanely valuable and will provide information like: - Who buys repeatedly - Frequency/recency - Lifetime value signals - Reward redemptions - Product/category preferences - VIP tiers and behavior triggers https://twitter.com/i/web/status/2007284037274976683 https://twitter.com/i/web/status/2007284037274976683"
X Link 2026-01-03T02:53Z [--] followers, [---] engagements
"This new information will become instrumental for $ZETA's AI infrastructure and give it the necessary information to perform at a high level. And that's just one of their acquisitions. They have also aquired Cheetah Digital Sailthru Selligent and Liveclicker. All of which are companies which focus on the development of marketing emails and promotions that can add to the growing body of infrastructure for $ZETA https://twitter.com/i/web/status/2007285157837889827 https://twitter.com/i/web/status/2007285157837889827"
X Link 2026-01-03T02:57Z [--] followers, [---] engagements
"So now that we've looked at what they do and where the hype is coming from we need to analyze is this something that is viable in the market. Currently Salesforce is the Giant in this arena with Adobe Marketo Hubspot and Oracle following closely behind. It's AI driven marketing is a product that every big tech company is looking to get their hands on so the product and demand is there. So now let's crunch some of the numbers. https://twitter.com/i/web/status/2007287494572724265 https://twitter.com/i/web/status/2007287494572724265"
X Link 2026-01-03T03:06Z [---] followers, [---] engagements
"Taking a look at the income statement $ZETA achieved its first $1 Billion dollar year in [----]. Beating the previous year's revenue by around $250 Million. Roughly a 25% increase in revenue within a calendar year. Growth is on their side and demand is on their side however the operating expenses are not. These acquisitions and other expenses are showing that $ZETA is heavy into investment mode at the moment leaving their operating expenses growing as fast as revenue. This is giving them a negative operating income. But that isn't a bad thing Long term."
X Link 2026-01-03T03:16Z [---] followers, [---] engagements
"These acquisitions are hurting their income statement in the current year but will eventually fall off the expense report after all the transitioning finishes up in the coming months. Now we're waiting to see if the business model they have is sustainable in a fiscal year where they are using their model and not acquiring as aggressively. When they prove that they might take off. But the market is holding back because they need to see the success. https://twitter.com/i/web/status/2007291834221949230 https://twitter.com/i/web/status/2007291834221949230"
X Link 2026-01-03T03:24Z [---] followers, [---] engagements
"Zeta is simply investing in themselves heavily. But structurally they're sound. Their balance sheet is glowing. They do not have financial stress even with all of their acquisitions. Their asset to liability ratio is [----] which means for every $1 of liability $ZETA has $2.49 to show in assets. This gives them a strong cushion to work with. https://twitter.com/i/web/status/2007295775349276865 https://twitter.com/i/web/status/2007295775349276865"
X Link 2026-01-03T03:39Z [--] followers, [--] engagements
"Me personally when examining this I like to take Goodwill and other intangible assets out because they can't be converted to cash if needed. Goodwill if you don't know is the overpayment companies include when they purchase another company. It sweetens the deal for them but also accounts for customer bases and other intangible assets the acquired company might have. In this case $ZETA paid $325000000 in Goodwill. Goodwill and intangibles are $470000000 so subtracting that from $1111000000 we get around $641000000. Which still leaves the asset to liabilities ratio at around [----]. Or $1.47 in"
X Link 2026-01-03T03:42Z [--] followers, [--] engagements
"$ZETA is high performing and the hype is real for good reason. They have a strong cash cushion they have the product fit for a market share that is wide open and now all they have to do is prove themselves. I'm Bullish here because of these reasons"
X Link 2026-01-03T03:47Z [--] followers, [---] engagements
"If you liked this thread drop me a follow. I'm going to be doing daily dives into certain stocks that are hyped up or unheard of. Let me know what you think of $ZETA in the comments below and if you have heard anything that scares you or makes you believe in their potential"
X Link 2026-01-03T03:50Z [--] followers, [---] engagements
"$NXGCF The one company that you havent heard of that you need to know more about. NexGold is a Canadian mining company. The result of the acquisition of Blackwolf Copper and Gold by Treasury Metals in [----] forming NexGold and the subsequent acquisition of Signal Gold. Right now the stock price sits at around $1.29 USD ($1.70 CAD) with the potential of some future upside"
X Link 2026-01-03T14:45Z [--] followers, [---] engagements
"$NXGCF is quite literally sitting on a Goldmine as the company's [--] main projects are still in the advanced development stage with no construction or mining operations started as of January [----]. The projects are: [--]. Goldboro Gold Project: Guysborough County Nova Scotia. All permits locked and approved with an updated feasibility study and potential construction decision expected in [----]. (Important Detail) [--]. Goliath Gold Complex: Northwestern Ontario Has federal approval but still advancing through additional permitting and studies. Would start around 2030."
X Link 2026-01-03T14:46Z [--] followers, [---] engagements
"The main focus of this stock starts with the important detail on the last post. The price on the stock is slowly moving upward over the course of the last couple months as more and more people are awaiting the announcement of them starting the Goldboro project. Currently it is still in the phase where they are finalizing financing as well as feasibility studies. But once they get the go signal there should be a decent pop in the stock"
X Link 2026-01-03T14:46Z [--] followers, [--] engagements
"Now $NXGCF isnt a quick pump and dump. The miners are sitting on what could be [---] million ounces of gold with [---] million coming out of Goldboro alone. But extracting this gold likely wouldnt start until [----]. But if Gold prices continue to soar their prediction of extracting 100000oz of gold per year could year up to $350-$450 Million in cash flows. That's obviously dependent on the price of Gold over the next 5-10 years. https://twitter.com/i/web/status/2007464099228094901 https://twitter.com/i/web/status/2007464099228094901"
X Link 2026-01-03T14:48Z [---] followers, [--] engagements
"Nevertheless $NXGCF is an intriguing company with a huge potential for upside at a low price. Diving into the financials the company currently has no revenue on its income statement for obvious reasons. They havent mined anything out of the ground so theyre not selling anything yet. So look past it because this is normal for exploration and discovery. https://twitter.com/i/web/status/2007464277821546546 https://twitter.com/i/web/status/2007464277821546546"
X Link 2026-01-03T14:49Z [---] followers, [---] engagements
"However the balance sheet is incredibly strong and they havent even posted their Q4 statements. Over C$100 million in cash minimal debt and assets roughly 9x liabilities even before the latest raises. This is well-funded for the path to construction. As of Q3 the Assets to liabilities ratio sits at roughly [----] or $8.95 in assets for every $1 in liability. That's NOT including the C$100 Million they just secured in Q4. https://twitter.com/i/web/status/2007464562497393012 https://twitter.com/i/web/status/2007464562497393012"
X Link 2026-01-03T14:50Z [--] followers, [--] engagements
"$NXGCF is speculative and in my opinion an investment that carries a decent amount of risk with it solely due to the fluctuating price of gold. But it does seem very promising based on their fundamentals. They just need to start mining. So before you dive in and hit buy on the stock its important to also think about where you think the price of Gold will go in the next 5-10 years as they break ground. Im not bearish here but I'm also not crazy bullish. It is certainly something that I would consider long term. Let me know if you have heard anything about any of these projects in the comments"
X Link 2026-01-03T14:50Z [--] followers, [---] engagements
"Like this post if you want another deep dive today. I can research in depth any stock you put in the comments"
X Link 2026-01-03T15:07Z [--] followers, [--] engagements
"If one person likes this post I'll put out another deep dive on a stock you need to know about"
X Link 2026-01-03T16:37Z [--] followers, [--] engagements
"This is the game changer. During COVID and in the past $ABCL made big money working with big companies to use this machine to find antibodies and just give them to companies. Eli Lilly paid them to find one and then gave them royalties after they went off to produce it on their own. But now according to their Q3 [----] SEC filing they will be shifting towards internal development of their own treatments. Their current projects are ABCL635 for menopausal symptoms ($2 Bil market) and ABCL575 for atopic dermatitis. https://twitter.com/i/web/status/2007501372896215400"
X Link 2026-01-03T17:16Z [---] followers, [---] engagements
"But this is important to know Pharmaceutical companies are heavily reliant on successful trials. If they face delays or setbacks this can hurt the stock price. However if trials are successful this can open up a number of new market opportunities for them. So now let's dive into the financial aspects of this company and see what were working with. https://twitter.com/i/web/status/2007501583597085170 https://twitter.com/i/web/status/2007501583597085170"
X Link 2026-01-03T17:17Z [---] followers, [---] engagements
"Looking at the income statement the company is up roughly 38% year over year in revenue going from $6.5 Mil to $9 Mil this year. But they had a Net loss of around $57 Million up $6 Million from last year. This is due to heavy research and development ($57 Million is not their total R&D spend). Until they have some clinical wins they will continue this burn. But theyre not unprotected. Let's look at the balance sheet. https://twitter.com/i/web/status/2007501727767941296 https://twitter.com/i/web/status/2007501727767941296"
X Link 2026-01-03T17:18Z [---] followers, [---] engagements
"Its a fortress. But theyre spending cash. They have over $495 million in cash cash equivalents and marketable securities (As of Sept [--] 2025). $1.36 Billion in Total Assets and $391 Million in Total Liabilities. For an Asset to Liability ratio of roughly [----]. Thats roughly $3.47 in assets for every $1 in liabilities. Meaning they have a lot of cash available to burn if they need some time for more research. But they do need results in the future in order to sustain their current rate of research and development. https://twitter.com/i/web/status/2007501872697860191"
X Link 2026-01-03T17:18Z [--] followers, [---] engagements
"Im going to be posting about [--] stocks tomorrow morning that I have seen a number of investors on here talk about the last couple of days. Recommend you follow along because you won't want to miss them🚀🚀🚀"
X Link 2026-01-04T03:52Z [--] followers, [--] engagements
"First deep dive coming as soon as I get my coffee in me hang tight you won't want to miss it🚀🚀🚀"
X Link 2026-01-04T13:16Z [--] followers, [--] engagements
"A disgusting amount. That's how much. They estimate on their website that they have an addressable market of about $130 Billion. Yes $130 Billion. But anyone can say they can sell to anyone. So what is their actual current financial situation Allow me to inform you"
X Link 2026-01-04T13:41Z [---] followers, [---] engagements
"The income statement is showing revenue exploding and losses narrowing towards profitability across Q1-Q3 of [----]. However expenses are ramping up a bit with their expansion. Personally the only time expansion scares me is if the company has shown a history of struggles with integration. I have not heard or seen an article that has said so so let me know if you have. On top of this all of the $ONDS expansions seem like theyre truly going to help with the diverse projects they will be working on. Here are some of their additions https://twitter.com/i/web/status/2007809785865883934"
X Link 2026-01-04T13:42Z [---] followers, [---] engagements
"Between [----] and [----] $ONDS added these companies and all of them in my opinion will only propel them into more profits: Apeiro Motion: Tactical ground robotics. Sentrycs: Counter-UAS cyber-over-RF tech. 4M Defense: Demining and subsurface robotics. S.P.O. Smart Precision Optics: Advanced optics. Rotor Lab: Propulsion systems. Rift Dynamics: Modular drone platforms. Roboteam: Rugged unmanned ground vehicles So yes the Income statement seems messy because they have been spending. But I believe this will open a lot more doors for them"
X Link 2026-01-04T13:44Z [--] followers, [---] engagements
"The balance sheet is glowing. Total assets jumped to $550 Million up from roughly $110 Million at the start of last year. Of that $550 Million $451 Million is in Cash and Cash Equivalents. Ill say that again. $451 Million in cash and cash equivalents. Theyre loaded. The best part $39 Million in liabilities. That leaves their Asset to Liability ratio at [-----]. They have $12.03 in assets for every $1 of debt https://twitter.com/i/web/status/2007810469189349422 https://twitter.com/i/web/status/2007810469189349422"
X Link 2026-01-04T13:44Z [--] followers, [--] engagements
"$ONDS transformed their balance sheet and opened up new opportunities for themselves this year but at the expense of dilution which pissed off a lot of shareholders. They issued roughly 250-300 Million new shares (Official number not yet reported) in order to fund their new ventures. It was a necessary evil in my opinion and one of the only ways to come up with some cash fast. https://twitter.com/i/web/status/2007810588773146765 https://twitter.com/i/web/status/2007810588773146765"
X Link 2026-01-04T13:45Z [--] followers, [---] engagements
"You really don't want to miss out on $ASTS I saw this one floating around X and after looking through the company Its legit and honestly its the coolest company Ive ever looked into. Lets dive in"
X Link 2026-01-04T15:50Z [--] followers, [----] engagements
"$ASTS known as AST SpaceMobile Inc. is a satellite communications company founded in [----] headquartered in Midland Texas. Theyre building a space-based cellular broadband network that theyre calling SpaceMobile. Their aim is to create a 4G/5G connectivity directly to unmodified smartphones in undeserved and remote areas where traditional networks dont reach. https://twitter.com/i/web/status/2007842230321488252 https://twitter.com/i/web/status/2007842230321488252"
X Link 2026-01-04T15:51Z [--] followers, [---] engagements
"How do they do that you ask Ill tell you. They deploy large satellites called the bluebird series which feature massive antenna arrays. They have Bluebird 1-5 which were recently put into orbit in [----] and now their next gen Bluebirds will be launched throughout [----] and [----]. The company has some of the coolest space tech Ive ever seen and were just getting started. Wait until you see who is investing in them"
X Link 2026-01-04T15:52Z [--] followers, [---] engagements
"$ASTS isnt just an investment anymore their product actually works and has already been tested. Its why all these deals came through. The best part is that they also have a market for it. So now that weve investigated all of this let's look at their numbers and see what's going on under the hood"
X Link 2026-01-04T15:54Z [---] followers, [---] engagements
"Income Statement. I wont lie this thing is a mess and I dont even really care about it ONLY because its exactly what I would expect it to look like at this point in time. Theyre sending Satellites to space. Theres no world where that is not expensive. Maybe an alien planet. Bottom line this will flip when they finish this phase of putting satellites into the lower atmosphere. https://twitter.com/i/web/status/2007843196567519528 https://twitter.com/i/web/status/2007843196567519528"
X Link 2026-01-04T15:54Z [---] followers, [--] engagements
"Balance Sheet. Extremely strong position. $2.5 Billion in Assets and $924 Million in Liabilities giving them an assets to liabilities ratio of roughly [---]. Meaning they have roughly $2.7 in assets for every $1 in liabilities They have a massive cash position and have really good financiers https://twitter.com/i/web/status/2007843384254173335 https://twitter.com/i/web/status/2007843384254173335"
X Link 2026-01-04T15:55Z [--] followers, [--] engagements
"Which leads me to my conclusion. Im bullish. Very bullish. They have a market that is really only competing with Starlink as far as I know and its truly not even the same product. They have huge financial backing and support and in my eyes it will be extremely difficult for them to fail. Like someone would have to royally screw up or every rocket would have to blow up. I pray that never happens. As always look into this company for yourselves and let me know what you think In the meantime here is a size comparison of their newest generation of satellites compared to a human"
X Link 2026-01-04T15:59Z [--] followers, [---] engagements
"I couldn't agree more. $ASTS is set for an absolute breakout year. We closed right at the neckline. My view remains unchanged and I think we're about to go vertical. $ASTS https://t.co/z3QwuZT6E9 We closed right at the neckline. My view remains unchanged and I think we're about to go vertical. $ASTS https://t.co/z3QwuZT6E9"
X Link 2026-01-04T16:30Z [--] followers, [---] engagements
"$ASTS to $150 Yes No Yes No"
X Link 2026-01-04T18:01Z [--] followers, [---] engagements
"What should be my next deep dive $IREN $AMD $ARM $RDDT $IREN $AMD $ARM $RDDT"
X Link 2026-01-04T18:10Z [--] followers, [--] engagements
"So far 95% of people believe that $ASTS will run to $150 That's an 80% increase. Have you bought any yet"
X Link 2026-01-04T20:33Z [--] followers, [---] engagements
"10 Retweets and [--] Likes on this post. And I'll drop a premium dive in on a stock I really like tonight before the Market opens tomorrow"
X Link 2026-01-04T23:07Z [--] followers, [--] engagements
"Deep Dive on $IREN tomorrow Follow so you don't miss it"
X Link 2026-01-05T03:41Z [--] followers, [---] engagements
"Some of the uses for these data centers include mining Bitcoin AI and Cloud computing and several other functions. How established are they Well Microsoft partnered with them for $9.7 Billion Dollars type of established"
X Link 2026-01-05T10:27Z [--] followers, [---] engagements
"The deal is huge. A $9.7 Billion dollar valuation over [--] years including a 20% pre payment from Microsoft. Once fully deployed its expected to contribute to a $1.94 Billion in annualized run-rate revenue for $IREN"
X Link 2026-01-05T10:27Z [--] followers, [---] engagements
"In turn $IREN went to DELL to purchase $5.8 Billion worth of NVIDIA GB300 GPUSs and ancillary equipment (servers cooling etc) to build these centers for Microsoft. Not sure if youve realized by now But $IREN is putting themselves on the map. So let's see what that damn near $10 Billion dollar deal did for their finances lol. https://twitter.com/i/web/status/2008123320491811036 https://twitter.com/i/web/status/2008123320491811036"
X Link 2026-01-05T10:28Z [---] followers, [---] engagements
"Income Statement: Massive. Massive. Massive growth. Talking +342% Year over year type of growth. Revenue went from $54 Million in Q1 of [----] to $240.3 Million in Q1 of [----]. Net Income was $384 Million. Theyre profitable. This was driven by their strong revenue growth and Bitcoin mining operations and the growing price of Bitcoin. https://twitter.com/i/web/status/2008123405833228608 https://twitter.com/i/web/status/2008123405833228608"
X Link 2026-01-05T10:28Z [---] followers, [---] engagements
"The balance sheet is clean and well invested. Its fortified and is extremely strong. As of September 30th [----] their Asset to Liabilities ratio is $4.2 Billion in Assets and $1.3 Billion in Liabilities leaving the ratio at roughly [----]. Or $3.23 in assets for every $1 in Liabilities"
X Link 2026-01-05T10:28Z [--] followers, [---] engagements
"Looking at the Cash flow its exactly what I would expect to see in a hyper-growth AI cloud infrastructure business. Heavy investment on infrastructure will cause negative cash flows that will eventually smoothen out after all is said and done. So here is my take:"
X Link 2026-01-05T10:29Z [--] followers, [---] engagements
"I could not be more bullish on $IREN. Ill admit when I first heard about this stock I rolled my eyes thinking it was just another one of those pump and dumps on X. I had no idea they were actually a critical piece of infrastructure in the AI cloud field. Not to mention theyre working with Microsoft curating Billion dollar deals Sign me up. https://twitter.com/i/web/status/2008123782439768403 https://twitter.com/i/web/status/2008123782439768403"
X Link 2026-01-05T10:29Z [--] followers, [---] engagements
"The only thing I would ever be a little weary of is their stake in Bitcoin mining. Id like to see an eventual full shift into AI cloud centers because I think the reliance on Bitcoins price when mining it can be a bit sketchy with fluctuations. Outside of that I want this one. I dont currently own any but I want some. (Not Financial Advice this is my opinion and feelings. As always do your own research.)"
X Link 2026-01-05T10:30Z [--] followers, [---] engagements
"Thanks for following along with this thread. If you liked what you read please drop me a follow a like or a comment on if you agree or disagree. Any support is appreciated as Id love to grow this page so reposting is huge Send this to a friend who should learn about $IREN. As always good luck in the market -CC https://twitter.com/i/web/status/2008124067161743487 https://twitter.com/i/web/status/2008124067161743487"
X Link 2026-01-05T10:31Z [--] followers, [---] engagements
"As of today I will be adding: $IREN $ASTS $ABCL $ZETA Fully believe in these"
X Link 2026-01-05T11:13Z [--] followers, [---] engagements
"You might want to take a look at this Let me introduce you to $UPST a stock at $45.84 youve probably never heard of"
X Link 2026-01-05T12:29Z [---] followers, [---] engagements
"Well theyre growing. Fast too. Which means their stock might follow. (NFA) They added new partners like Tech CU Peak CU and CAFCU expanding into auto refi and HELOCs. Auto retail volume grew 70% sequentially. Q3 [----] loan originations hit $2.9B (up 80% YoY) revenue $277M (up 71% YoY)"
X Link 2026-01-05T12:32Z [--] followers, [--] engagements
"But what about the core financials The balance sheet Theyre running a tight ship with $2.9 Billion in Assets and $2.1 Billion in Liabilities. Which puts the ratio of assets to liabilities at roughly [----] or about $1.34 in assets for every $1 in liability. Thats a little tight for my liking but at the same time its still healthy. And the business is roaring. Financially this is a sound company. Now look away while you can if youre a fan of the banking industry because its not mine especially in the private sector. https://twitter.com/i/web/status/2008154774483447823"
X Link 2026-01-05T12:33Z [--] followers, [--] engagements
"@BullTradeFinder $ZETA will be massive https://x.com/Caffinatedcash/status/2007283193351750030s=20 $ZETA is quickly becoming one of the most important stocks on the market and this is why. $ZETA sells an AI-powered marketing platform that helps large companies acquire new customers sell more to them and retain them over time. They do this by taking a big pool of consumer https://x.com/Caffinatedcash/status/2007283193351750030s=20 $ZETA is quickly becoming one of the most important stocks on the market and this is why. $ZETA sells an AI-powered marketing platform that helps large companies"
X Link 2026-01-05T13:45Z [--] followers, [---] engagements
"My best guess is after the successful launches of their Next Gen Bluebirds. They're slated for a bunch of launches in [----]. Once they are deployed successfully and service can be provided the income statement will start to rise. From here it's just buy and hold and be patient. They have everything they need it's just a matter of time https://twitter.com/i/web/status/2008174277401383398 https://twitter.com/i/web/status/2008174277401383398"
X Link 2026-01-05T13:50Z [---] followers, [--] engagements
"@StockChaser_ $ASTS is super legit I love it and I think thats an awesome pick I went into detail about it here You really don't want to miss out on $ASTS I saw this one floating around X and after looking through the company Its legit and honestly its the coolest company Ive ever looked into. Lets dive in. You really don't want to miss out on $ASTS I saw this one floating around X and after looking through the company Its legit and honestly its the coolest company Ive ever looked into. Lets dive in"
X Link 2026-01-05T15:40Z [---] followers, [----] engagements
"I cant say im too bullish on $RR I dont like the frameworks of their company. They sell big slow robots that make drinks slower than the below average bartender. Their only useful ones are their cleaning and commercial ones. If they sold small in home robots ill buy in heavy https://twitter.com/i/web/status/2008202639612239891 https://twitter.com/i/web/status/2008202639612239891"
X Link 2026-01-05T15:43Z [--] followers, [--] engagements
"@Dividend_Dollar I'm really bullish on $IREN Easily one of the best companies I've looked into recently This is what I found on it https://x.com/Caffinatedcash/status/2008122865691095276s=20 Youve seen $IREN Ive seen $IREN Lets learn more about the $42.70 stock https://x.com/Caffinatedcash/status/2008122865691095276s=20 Youve seen $IREN Ive seen $IREN Lets learn more about the $42.70 stock"
X Link 2026-01-05T19:25Z [--] followers, [----] engagements
"@Mr_Derivatives I think $ONDS has $20 easy over the next couple months They're set up so well for it https://x.com/Caffinatedcash/status/2007808933076033688s=20 You need to read up on $ONDS before this thing goes nuclear. Ondas Holdings Inc. is a technology company that provides private wireless networks and autonomous drone systems for industrial critical infrastructure and government defense markets. So whats their main goal https://x.com/Caffinatedcash/status/2007808933076033688s=20 You need to read up on $ONDS before this thing goes nuclear. Ondas Holdings Inc. is a technology company"
X Link 2026-01-05T19:29Z [--] followers, [---] engagements
"Scrolling through my feed right now and seeing a lot of people talking about $SOFI and $ADUR I think I'll do a deep dive on these. My deep dive on $OKLO will be posted tomorrow morning. Really impressed by that company"
X Link 2026-01-05T19:33Z [--] followers, [---] engagements
"@Zac_Markovich I love $ONDS really good company with high ceiling https://x.com/Caffinatedcash/status/2007808933076033688s=20 You need to read up on $ONDS before this thing goes nuclear. Ondas Holdings Inc. is a technology company that provides private wireless networks and autonomous drone systems for industrial critical infrastructure and government defense markets. So whats their main goal https://x.com/Caffinatedcash/status/2007808933076033688s=20 You need to read up on $ONDS before this thing goes nuclear. Ondas Holdings Inc. is a technology company that provides private wireless"
X Link 2026-01-05T19:45Z [---] followers, [---] engagements
"@MMatters22596 Really good feeling about $IREN Looked through it and am convinced this thing will go ballistic https://x.com/Caffinatedcash/status/2008122865691095276s=20 Youve seen $IREN Ive seen $IREN Lets learn more about the $42.70 stock https://x.com/Caffinatedcash/status/2008122865691095276s=20 Youve seen $IREN Ive seen $IREN Lets learn more about the $42.70 stock"
X Link 2026-01-05T20:06Z [--] followers, [---] engagements
"If you're unfamiliar with $ZETA have a look here I did a deep dive on it the other day. They just partnered with OpenAI https://x.com/Caffinatedcash/status/2007283193351750030s=20 $ZETA is quickly becoming one of the most important stocks on the market and this is why. $ZETA sells an AI-powered marketing platform that helps large companies acquire new customers sell more to them and retain them over time. They do this by taking a big pool of consumer https://x.com/Caffinatedcash/status/2007283193351750030s=20 $ZETA is quickly becoming one of the most important stocks on the market and this is"
X Link 2026-01-05T21:19Z [--] followers, [---] engagements
"Looking through what $ADUR does right now and I'm really impressed Seems super easy to scale with proper funding. No wonder it's hot on here right now this company is a game changer in its sector I'll put out my Deep dive on it tomorrow morning"
X Link 2026-01-05T23:08Z [--] followers, [---] engagements
"@TrendSpider If you're unfamiliar with $ZETA and what they do take a look here I wrote a deep dive on them the other day https://x.com/Caffinatedcash/status/2007283193351750030s=20 $ZETA is quickly becoming one of the most important stocks on the market and this is why. $ZETA sells an AI-powered marketing platform that helps large companies acquire new customers sell more to them and retain them over time. They do this by taking a big pool of consumer https://x.com/Caffinatedcash/status/2007283193351750030s=20 $ZETA is quickly becoming one of the most important stocks on the market and this"
X Link 2026-01-05T23:10Z [--] followers, [----] engagements
"@EndicottInvests If you're unfamiliar with $ZETA I did a deep dive on it here the other day This should help explain who they are and what they do to anyone who might be a little lost https://x.com/Caffinatedcash/status/2007283193351750030s=20 $ZETA is quickly becoming one of the most important stocks on the market and this is why. $ZETA sells an AI-powered marketing platform that helps large companies acquire new customers sell more to them and retain them over time. They do this by taking a big pool of consumer https://x.com/Caffinatedcash/status/2007283193351750030s=20 $ZETA is quickly"
X Link 2026-01-05T23:12Z [--] followers, [---] engagements
"@justinian1800 @DonDurrett This is awesome insight. Im going to look into $BKRRF because it sounds interesting and I don't currently have a Silver play. $NXGCF is the move for Gold and after hearing this I trust it even more"
X Link 2026-01-06T00:20Z [--] followers, [---] engagements
"Someone shot me a DM asking if I know Crypto (Due to surge) and what im in on $BTC $SOL $ETH $ADA $XRP I have one stretch play in $JASMY Research $JASMY if you havent heard of it. Really cool concept if they make it work. I dont plan on talking Crypto here though"
X Link 2026-01-06T02:44Z [--] followers, [---] engagements
"These reactors can run on both fresh fuel and recycled fuel from this facility. After [--] years the fuel can be sent to Oak Ridge refined and extracted and then put into a new HALEU metallic fuel rod to then be used by another Aurora reactor. This is because a lot of times reactors dont use up all the fuel they actually have efficiently. So now that you know how cool this company is let's look at their financials"
X Link 2026-01-06T12:27Z [---] followers, [--] engagements
"On their Income Statement $OKLO currently has no revenue. Which is obvious because theyre still in their pre commercial phase of development. The reason for all the hype though is all the demand for a product like this. (Ex: data centers that need lots and lots of energy.) So let's skim past the income statement until they start that phase and look at the monster balance sheet. https://twitter.com/i/web/status/2008516136892027218 https://twitter.com/i/web/status/2008516136892027218"
X Link 2026-01-06T12:28Z [---] followers, [--] engagements
"The craziest part is how rapidly $OKLO amassed that much cash. As of 12/31/24 they had $231 Million in Cash and $281 Million in Assets. As of 9/30/25 they had $931 Million in Cash and $1.2 Billion in Assets. Let that sink in. This is exponential growth in a matter of [--] months. $OKLO RAISED CLOSE TO A BILLION IN [--] MONTHS"
X Link 2026-01-06T12:29Z [--] followers, [---] engagements
"The momentum is there. Now it will just take them building and deploying these facilities. Im obviously Bullish. Ill also be buying this one for myself soon. (Not Financial Advice) This stock is great and anything related to AI is hot right now and will be for a while"
X Link 2026-01-06T12:32Z [--] followers, [--] engagements
"$ADUR or Aduro Clean Technologies is a Canadian cleantech company founded in [----]. They specialize in tackling global waste challenges especially plastics (Which make up [---] Million tons/year globally). But its the way theyre recycling them which is garnering all the hype. Theyre using Hydrochemolytic Technology (HCT). And Ill be honest thats a big word. But Im gonna find out what it means and tell you simply in the next post below so you dont have to google it"
X Link 2026-01-06T13:36Z [--] followers, [---] engagements
"Ok I figured it out (Thanks Grok) Hydrochemolytic Technology (HCT) breaks down plastics and turns them into a couple useful things: - High-Quality Hydrocarbon Oils/Feeds: (Building blocks for new plastics) - High-value BTX Chemicals: (Benzene Toluene Xylenes and Ethylbenzene) - Transportation Fuels: (Diesel naphtha compatible with existing refineries) - Styrene Monomer: (e.g. packaging insulation). - Platform Chemicals and Intermediates: (Feedstocks for manufacturing new chemicals polymers and products (e.g. adhesives coatings or consumer goods)) Moving forward"
X Link 2026-01-06T13:37Z [--] followers, [---] engagements
"So why is HCT better than traditional recycling methods In short its more efficient cost-effective and sustainable for real-world plastic waste. So why dont other companies do this Oh I forgot to mention. $ADUR owns the patent on HCT. So other companies will have to devise their own way to compete. This gives them their leverage"
X Link 2026-01-06T13:38Z [--] followers, [---] engagements
"So now that you understand $ADUR and what theyre doing what's their long term goal with this Their goal is to disrupt the $200 Billion dollar recycling market. As of January 5th [----] they are actively selecting/finalizing the site where they will build their demo large scale recycling plant. From there its proving it works global expansion to commercial plants and real revenue from high value by products https://twitter.com/i/web/status/2008533835374338329 https://twitter.com/i/web/status/2008533835374338329"
X Link 2026-01-06T13:39Z [---] followers, [---] engagements
"Pretty damn impressive if Im being honest. But what do their finances look like The income statement looks like any Research and Development phase company. Low Revenue High investment but rapidly growing here"
X Link 2026-01-06T13:40Z [---] followers, [---] engagements
"Their balance sheet looks good but Id argue theyre extremely undervalued. Their total Assets are $22.6 Million (They closed a $20 Million Underwritten public offering so this will change soon) and total liabilities are roughly $4.5 Million for a solid Assets to Liabilities ratio of [----]. Which is about $5.02 in Assets to every $1 in liabilities. A very healthy balance sheet especially with the new inflow coming as of 12/22/25 ($20 Mil ref above). So I like their current position. https://twitter.com/i/web/status/2008534488750428516 https://twitter.com/i/web/status/2008534488750428516"
X Link 2026-01-06T13:41Z [--] followers, [--] engagements
"@TheRonnieVShow I love $IREN $ZETA $ONDS and $ADUR I've looked into them in depth but here is what I found on $ADUR https://x.com/Caffinatedcash/status/2008532850912727528s=20 I"m sure you've seen $ADUR scrolling through X So take a couple seconds and read up on what this company is about I promise that if you know nothing you learn something about $ADUR after this thread. https://x.com/Caffinatedcash/status/2008532850912727528s=20 I"m sure you've seen $ADUR scrolling through X So take a couple seconds and read up on what this company is about I promise that if you know nothing you learn"
X Link 2026-01-06T13:48Z [--] followers, [---] engagements
"@thestockwhale Here is a little about $IREN if you're unfamiliar with it https://x.com/Caffinatedcash/status/2008122865691095276s=20 Youve seen $IREN Ive seen $IREN Lets learn more about the $42.70 stock https://x.com/Caffinatedcash/status/2008122865691095276s=20 Youve seen $IREN Ive seen $IREN Lets learn more about the $42.70 stock"
X Link 2026-01-06T14:45Z [---] followers, [----] engagements
"Entire portfolio is up 15% today alone. Thank you especially to $ZETA $ABCL"
X Link 2026-01-06T15:20Z [---] followers, [---] engagements
"@BMSInvests $ONDS had a ton of critical acquisitions in 2024-2025 that boosted their internal infrastructure I talked about it a little here if you'd like to see what else they added https://x.com/Caffinatedcash/status/2007808933076033688s=20 You need to read up on $ONDS before this thing goes nuclear. Ondas Holdings Inc. is a technology company that provides private wireless networks and autonomous drone systems for industrial critical infrastructure and government defense markets. So whats their main goal https://x.com/Caffinatedcash/status/2007808933076033688s=20 You need to read up on"
X Link 2026-01-06T15:54Z [--] followers, [---] engagements
"AI is the hot sector so I'm going to deep dive $CIFR tomorrow and then one you have never heard of but still really cool"
X Link 2026-01-07T01:58Z [--] followers, [---] engagements
"Youve seen $CIFR floating around as much as I have lately Its time we learn what this is. Take a look"
X Link 2026-01-07T14:04Z [---] followers, [----] engagements
"They currently own and run several bitcoin mining sites across the United States. But now $CIFR is transforming parts of their data centers to support high-performance computing and AI clusters. In turn they then lease out the space in their centers to customers who want the technology but dont want to build it on their own. Essentially theyve become Data Center Landlords. https://twitter.com/i/web/status/2008902838747844844 https://twitter.com/i/web/status/2008902838747844844"
X Link 2026-01-07T14:05Z [---] followers, [--] engagements
"But who is leasing from $CIFR you ask Fluidstack is their main one and Google is backing the deal. They have a [--] year contract expected to haul in billions of dollars. Amazon Web Services has also leased some capacity from them as well"
X Link 2026-01-07T14:05Z [---] followers, [---] engagements
"Yeah when we see big names our attention is caught quickly. Its why the market is following $CIFR ever so slowly now. Bigger investments usually follow after a powerhouse company inserts themselves into the equation. So let's dive into the financials:"
X Link 2026-01-07T14:06Z [--] followers, [--] engagements
"Over the trailing [--] months $CIFR has Growing Revenue: roughly $206 Million (35% YoY gain) Gross Profit: $70M Net Income: Negative ($70M) Operating Income: also negative ($98M) In English this means theyre generating revenue but theyre not profiting because theyre heavily investing in themselves. https://twitter.com/i/web/status/2008903146978918626 https://twitter.com/i/web/status/2008903146978918626"
X Link 2026-01-07T14:06Z [--] followers, [--] engagements
"Cash Flows $CIFR Same story. Theyre spending on themselves and growing. But the financing cash flow that one raised an eyebrow. Roughly $1.49 Billion. Outside capital is there and supporting so the high level cash burn on investments isnt even worrisome to me"
X Link 2026-01-07T14:07Z [--] followers, [--] engagements
"$CIFR Balance sheet is pretty nuts and it shows a serious amount of Assets to Liabilities. $2.84 Billion in Assets. $2.06 Billion in Liabilities. Roughly $1.37 in Assets for every $1.00 in Liability. $1.2 Billion is Cash"
X Link 2026-01-07T14:08Z [--] followers, [--] engagements
"In my opinion the good news is they have funding and theyre investing in themselves. They have runaway cash and their financing is supporting their growth. But if funding runs dry (Google or AWS pulls away for some reason) or there is a serious downturn in the market $CIFR will not be able to maintain their current spending habits. So that is something that I would personally look out for. Again none of this is financial advice purely my own opinion. https://twitter.com/i/web/status/2008903648550465841 https://twitter.com/i/web/status/2008903648550465841"
X Link 2026-01-07T14:08Z [---] followers, [--] engagements
"But the bottom line is $CIFR is investing heavily and after theyre done investing things should smoothen out. Theyre ahead of others in this area. My own opinion is that because of their Amazon Web Service deal and other deal with Fluidstack backed by Google it will be really difficult for them to fail. Personally Im bullish on $CIFR By year end I think theyll be in a great position. https://twitter.com/i/web/status/2008903746252636325 https://twitter.com/i/web/status/2008903746252636325"
X Link 2026-01-07T14:09Z [---] followers, [--] engagements
"Let me know how you feel about $CIFR Bullish Bearish Bullish Bearish"
X Link 2026-01-07T14:09Z [--] followers, [---] engagements
"@BlackPantherCap $IREN and $CIFR are both really undervalued in my eyes I did some deep research on $CIFR and I really like their company now. Really good big name backing https://x.com/Caffinatedcash/status/2008902462262923690s=20 Youve seen $CIFR floating around as much as I have lately Its time we learn what this is. Take a look https://x.com/Caffinatedcash/status/2008902462262923690s=20 Youve seen $CIFR floating around as much as I have lately Its time we learn what this is. Take a look"
X Link 2026-01-07T14:48Z [--] followers, [---] engagements
"$BITF you probably dont know it But you really need to"
X Link 2026-01-07T14:50Z [---] followers, [---] engagements
"$BITF or Bitfarms Ltd. is traditionally a Bitcoin mining company that is now changing course to HPC and AI infrastructure. Sound Familiar (Same shift as $CIFR) However $BITF is a little behind at the moment. Probably 12-24 months of building for that matter. But that means youre early. (Stock Price $2.87 as of 1/7/26) https://twitter.com/i/web/status/2008914443061579905 https://twitter.com/i/web/status/2008914443061579905"
X Link 2026-01-07T14:51Z [---] followers, [---] engagements
"@BlackPantherCap Couldn't agree more. I looked in $BITF last night. They're a former bitcoin mining company transitioning into HPC and AI. They have one center that will be viable by end of 2026/early [----]. Worth the look in my eyes"
X Link 2026-01-07T14:57Z [---] followers, [---] engagements
"@MMMTwealth $ABCL might be one of the most underrated stocks on the market right now. If they show proof of manufacturing their treatments its a future parabolic move in my eyes"
X Link 2026-01-07T15:32Z [--] followers, [----] engagements
"@BlackPantherCap Great insight had no idea BITF was lacking there. Im looking into NBIS today but have positions in IREN and CIFR now"
X Link 2026-01-07T15:42Z [--] followers, [--] engagements
"@moninvestor $IREN long term will do just fine Set up is there with backing. Volatile periods will occur day to day but long term theyre well set up"
X Link 2026-01-07T16:18Z [--] followers, [---] engagements
"So who signed a contract for usage with $NBIS Microsoft ($17 Billion Dollar deal) Meta ($3 Billion Dollar Deal) Pretty enticing if you ask me. Their demand is through the roof often selling out their capacity quickly. They then turn around and use those profits to reinvest heavily into new infrastructure. Other users include Shopify Prosus ServiceNow Mistral AI Cursor Black Forest Labs and various others Think of them as $IREN but more established"
X Link 2026-01-08T15:13Z [---] followers, [--] engagements
"Who owns a stake in $NBIS NVIDIA owns a .5% stake in the company due to their heavy usage of NVIDIA GPUs. Hundreds of other funds including Blackrock and Vanguard own a stake in this company as well"
X Link 2026-01-08T15:14Z [---] followers, [--] engagements
"So how does $NBIS look financially On their income statement we see: Q1 revenue: $55M Q2: $100M Q3: $146M Full year revenue was at $500550M (massive increase from 2024's $118M). However it remained unprofitable (net losses each quarter) due to heavy investments in GPUs and data centers (CapEx $5B). https://twitter.com/i/web/status/2009282607901491574 https://twitter.com/i/web/status/2009282607901491574"
X Link 2026-01-08T15:14Z [---] followers, [--] engagements
"Their Balance Sheet $NBIS Cash pile: $4.8B sitting there Debt creeping up (debt/equity 85%) to fund the monster buildout Op cash flow: Still negative (burned $432M in first [--] months '25) CapEx: Absolute beast: $955M in Q3 alone full year $5B on GPUs & DCs They have $1.9 in Assets for every $1 in Liabilities https://twitter.com/i/web/status/2009282764697178609 https://twitter.com/i/web/status/2009282764697178609"
X Link 2026-01-08T15:15Z [---] followers, [--] engagements
"@TheTechInvest $IREN has super high potential I compare it to $NBIS and think eventually price will reflect that"
X Link 2026-01-08T16:49Z [---] followers, [----] engagements
"@TheRonnieVShow High hopes for $ZETA Im heavily invested in them and really believe in their potential"
X Link 2026-01-08T16:55Z [---] followers, [---] engagements
"@futurist_lens $SMR is so interesting to me Just need them to pick up the pace a bit"
X Link 2026-01-08T17:00Z [---] followers, [----] engagements
"After researching a ton this past week I shifted some money around and the largest parts of my portfolio are $ZETA $ABCL $ZVRA $GRAB $ONDS $IREN Waiting on more capital to invest heavier in $NBIS $ASTS $ADUR $NXGCF"
X Link 2026-01-08T17:08Z [---] followers, [---] engagements
"@MikePLTR $IREN and $ONDS all the way"
X Link 2026-01-08T17:54Z [---] followers, [---] engagements
"@haddad_jac79558 $ZETA is such a good company. Really excited for their future and to see how the stock performs in 2026"
X Link 2026-01-08T18:07Z [---] followers, [---] engagements
"@LEADER_TRADING $IREN is such a good long term play. Do you think it's got $100"
X Link 2026-01-08T18:10Z [--] followers, [---] engagements
"Call me crazy but I still believe $TSLA is undervalued"
X Link 2026-01-08T18:22Z [---] followers, [--] engagements
"$133 Billion in Total Assets and some people want to say $TSLA @ $434 is over valued. Optimus is going to completely change the world and their financials Give it time but as soon as people see the use of a robot doing chores around their house they'll never look back"
X Link 2026-01-08T18:33Z [---] followers, [--] engagements
"@futurist_lens @theonly1Avenger $SMR needs some headlines and itll pump right back up"
X Link 2026-01-09T02:28Z [---] followers, [---] engagements
"Id really like to create some more dialogue on this page. Tell me which stock I should review today: $OPEN $LMT $HAL $CVX $OPEN $LMT $CVX $HAL $OPEN $LMT $CVX $HAL"
X Link 2026-01-09T13:32Z [---] followers, [---] engagements
"$ZETA making some serious upside movement Really happy about this position Good Morning $ZETA Bulls https://t.co/QFGhhUCZWu Good Morning $ZETA Bulls https://t.co/QFGhhUCZWu"
X Link 2026-01-09T15:22Z [---] followers, [---] engagements
"$OPEN has been probably been in your feed lately Let's jump in and see what's going on there"
X Link 2026-01-09T17:01Z [---] followers, [----] engagements
"$OPEN or Opendoor Technologies Inc. is a digital platform for buying and selling residential real estate in the United States. People get instant cash offers the company buys the home makes any needed repairs and resells it or links the sellers to a new buying in the marketplace. A really interesting concept if you ask me. Like Ebay or Amazon for houses. https://twitter.com/i/web/status/2009672037615198337 https://twitter.com/i/web/status/2009672037615198337"
X Link 2026-01-09T17:02Z [---] followers, [---] engagements
"$OPEN has been really volatile but showing signs of momentum with recent news. President Trump recently announced over $200 Billion in bonds being purchased by Fannie Mae and Freddie Mac which should hopefully send down the interest rates and open the market further. This means more opportunities for a company like $OPEN to gain customers https://twitter.com/i/web/status/2009672137846468956 https://twitter.com/i/web/status/2009672137846468956"
X Link 2026-01-09T17:02Z [---] followers, [---] engagements
"On December 23rd of [----] $OPEN acquired which will be an instrumental tool for homebuyers to assess financing options get pre-approvals and navigate the mortgage process. By bringing this in-house $OPEN gains better control over the buyer journey reduces drop-offs improves conversion rates on their listings/offers and potentially lowers customer acquisition costs. These are all really good signs in my eyes http://Homebuyer.com http://Homebuyer.com http://Homebuyer.com http://Homebuyer.com"
X Link 2026-01-09T17:03Z [---] followers, [---] engagements
"Looking into $OPEN s Income statement we see a swinging revenue that is 100% dependent on the housing market. Total Revenue: $915 million (down 42% QoQ from $1.57B in Q2 [----] but down 34% YoY from $1.38B in Q3 2024). Gross Profit: $66 million (margin 7.2% down from 8.2% in Q2). Operating Loss: -$68 million (improved slightly YoY from -$67M in Q3 [----] but worse QoQ from -$13M). Net Loss: -$90 million (worse YoY from -$78M but better than some prior quarters like -$109M in Q1 2024). Basic EPS: -$0.12 (consistent with recent quarters' losses around -$0.11 to -$0.16). The rundown: Things are"
X Link 2026-01-09T17:04Z [---] followers, [---] engagements
"On $OPEN s Balance sheet were seeing a decrease in Assets but also a decrease in liabilities. Cash and Cash Equivalents: $962 million (unrestricted a solid liquidity buffer) Total Assets: $2.7 billion (primarily real estate inventory and cash) Total Liabilities: $1.89 billion (mostly debt related to inventory financing) Stockholders' Equity: $811 million (positive but down YoY from $1.02B in Q3 2023) Again all of this is really tied to the housing market but despite the ups and downs they are holding a clean ratio of assets to liabilities and holding nearly a billion in cash. Shows good"
X Link 2026-01-09T17:05Z [---] followers, [---] engagements
"$OPEN s Cash flows show a similar story For Q3 of [----] we see: Operating Cash Flow: +$435 million (strong inflow from home sales). Investing Cash Flow: +$413 million (likely from asset sales or minimal capex). Financing Cash Flow: -$159 million (debt repayments and equity adjustments). Net Change in Cash: +$689 million (big boost to liquidity). However we also see that sometimes that operating cash flow sometimes goes negative Q1 [----] and Q4 of [----] mainly due to housing market conditions. With the recent focus on housing in the US again I think this will stabilize and increase."
X Link 2026-01-09T17:06Z [---] followers, [---] engagements
"@Nugget_Trades $OPEN has the opportunity to explode I looked into it a little bit today and this is what I found on its financials. I'm bullish on this one https://x.com/Caffinatedcash/status/2009671775832158265s=20 $OPEN has been probably been in your feed lately Let's jump in and see what's going on there https://x.com/Caffinatedcash/status/2009671775832158265s=20 $OPEN has been probably been in your feed lately Let's jump in and see what's going on there"
X Link 2026-01-09T18:46Z [---] followers, [---] engagements
"@donaldjdean $OPEN Looks really good just need the housing market to introduce more buyers and this thing will stabilize and move upward quickly as revenues increase"
X Link 2026-01-09T18:47Z [---] followers, [---] engagements
"@silversurfer1_ Aged well for $OPEN but shows you to just follow where the big institutions are throwing their money. They have [---] million shares and now $OPEN is up 15% today alone. Insanity"
X Link 2026-01-09T18:58Z [---] followers, [--] engagements
"@TheRonnieVShow Lot more room for $ZETA My own strategy based off the financials and similar companies in the sector is to trim at around $55 After that let it ride up to about $65 before re evaluating"
X Link 2026-01-09T21:55Z [---] followers, [---] engagements
"@oliwerlacey @CanadaKaz I totally agree and the financials tell you this too. They keep everything proportioned very well Without even knowing the current leadership the balance sheet will sometimes tell you just how well managed a company is. Great insight on their leadership"
X Link 2026-01-10T15:02Z [---] followers, [--] engagements
"This is a multifaceted question that I struggle to figure out. In my eyes it comes down to: What coin they prioritize (stable coins or more volatile coins) Who can make it feel like the buyer is using a credit card Who can explain the benefits simply Who can educate people on crypto properly (If I asked my girlfriend [--] weeks ago if she wanted a Bitcoin or $20 shed have taken the $20. No knock on her people just arent literate in crypto) How can you explain to first time holders their dollar balance may increase or decrease due to token value (if using $BTC $SOL $XRP $ADA $ETH ) What"
X Link 2026-01-10T21:40Z [---] followers, [----] engagements
"All eyes on $ZETA $ABCL $OPEN"
X Link 2026-01-12T16:22Z [---] followers, [---] engagements
"Its amazing how much money you can make in a single week researching the stocks that pop up on your X feed. Heres how my portfolio did after a single week of looking into the most popular tickers I could find"
X Link 2026-01-12T18:58Z [---] followers, [--] engagements
"Before the start of last week I heard a lot about $ZETA and how they were gaining momentum. I read up on them and liked their company so I bought a single options contract at a strike price of $17.50 set to expire on Jan [--] [----]. I like to give myself time just in case it doesnt pan out short term. Since buying the options contract my initial investment of $630 is up $389 for a gain of 61% https://x.com/Caffinatedcash/status/2007283193351750030s=20 https://x.com/Caffinatedcash/status/2007283193351750030s=20"
X Link 2026-01-12T18:59Z [---] followers, [--] engagements
"As ZETA increased I grew more convicted and bought about $1100 worth at $23.33 It is now up to $24.35 and Ive made $50 on the trade. So buying in and using some leverage on a single stock that I saw floating around on X made me $439.00 in a matter of [--] week"
X Link 2026-01-12T19:00Z [---] followers, [--] engagements
"Then I heard about $IREN on Jan 5th and posted my findings on that stock as well. I bought in at around $44.48 and the stock is now up 10.93% in a matter of a single week. Add another +$100 in profit there. Im up to about $539 https://x.com/Caffinatedcash/status/2008122865691095276s=20 Youve seen $IREN Ive seen $IREN Lets learn more about the $42.70 stock https://x.com/Caffinatedcash/status/2008122865691095276s=20 Youve seen $IREN Ive seen $IREN Lets learn more about the $42.70 stock"
X Link 2026-01-12T19:00Z [---] followers, [---] engagements
"$ASTS is another one I saw early last week and decided Id buy a single share of it at $81.98. I now wish I had bought significantly more but Im up 16% for a $13.20 gain bringing my profit up to around $552 in a week's time"
X Link 2026-01-12T19:01Z [---] followers, [---] engagements
"$ONDS was another one I saw floating around last week at around $12.16 which I bought decently which turned into another 7% gain and about $20. That brought my total gains for the week to $570"
X Link 2026-01-12T19:01Z [---] followers, [---] engagements
"Now is that a ton of money For some yes but for some people on X that might as well be pocket change. But that was on purpose because I wanted to experiment and see without a ton of risk. The ones I believed in like $ZETA I bought heavily. The ones I didnt I bought less of just to follow and see. https://twitter.com/i/web/status/2010789609446478056 https://twitter.com/i/web/status/2010789609446478056"
X Link 2026-01-12T19:02Z [---] followers, [--] engagements
"So what should this tell you as a reader on this thread looking to make money. Take action. Do your own research and you will find a winner. Some might lose and thats okay but dont dive in full throttle unless youre sure its undervalued"
X Link 2026-01-12T19:03Z [---] followers, [--] engagements
"@TheRonnieVShow People really need to look into $ZETA The potential of this company is through the roof in my eyes"
X Link 2026-01-13T15:23Z [---] followers, [---] engagements
"@TheLongInvest Genuinely insane. Following your $ZETA call"
X Link 2026-01-16T18:24Z [---] followers, [---] engagements
"Just posted my first article. A write up on $EOSE Give it a look if you have a minute I bet you it will tell you something you didn't know. https://x.com/Caffinatedcash/status/2012565914131022111s=20 https://t.co/o3TGmA1enA https://x.com/Caffinatedcash/status/2012565914131022111s=20 https://t.co/o3TGmA1enA"
X Link 2026-01-17T16:43Z [---] followers, [---] engagements
"@Ashton_1nvests $ZETA"
X Link 2026-01-17T23:49Z [---] followers, [--] engagements
"@TheRonnieVShow @grok whats $PGY and explain it simply what it is they do and how large their market share is"
X Link 2026-01-18T00:05Z [---] followers, [---] engagements
"@MitchMartan98 $ZETA is in a great spot"
X Link 2026-01-18T00:06Z [---] followers, [---] engagements
"@grok @TheRonnieVShow @grok whats $PGY balance sheet income statement and cash flow look like Are they profitable or are they in an investment phase"
X Link 2026-01-18T00:08Z [---] followers, [---] engagements
"@Mr_Derivatives Depends honestly. Ill review mine up to [--] or [--] times before putting it out. Look for excessive Em dash usage (this thing ) and thats the tell tale sign most the time. I like the em dash occasionally but most AIs use them excessively"
X Link 2026-01-18T00:30Z [---] followers, [--] engagements
"@Ashton_1nvests Depends how you wanna live in retirement. Like a King: $10 Million + Extremely above Average: $5 Million + Comfortable: $1-5 Million Doing well: $500000-$900000 Might struggle: $100k-$450k All assuming [--] + years of retirement and the money is stagnant"
X Link 2026-01-18T02:18Z [---] followers, [---] engagements
"@StockChaser_ $ZETA is a buy while you still can price Im taking my cost average down in the meantime"
X Link 2026-01-18T03:52Z [---] followers, [----] engagements
"@TheProfInvestor Buying stocks you believe in should always be in phases [--]. Starter position [--]. Revaluate [--]. Add/Trim [--]. Revaluate [--]. Add/Trim [--]. Revaluate [--]. Sell/Hold Repeat. Bottom line always revaluate the position as you hold it"
X Link 2026-01-18T04:13Z [---] followers, [---] engagements
"@FindleysFinance @Ashton_1nvests Yeah it was a multifaceted question. If youre in the USA $100k might get you 3-4 years if you live extremely below your means. I just felt like throwing out a general response if im being honest here"
X Link 2026-01-18T14:21Z [---] followers, [--] engagements
"@FindleysFinance @Ashton_1nvests Exactly. Yet a lot of people enter retirement with less than $500K to their name. The current median values of retirement portfolios for people aged 50-65 is somewhere around $150-200K @grok can you check this for me and verify"
X Link 2026-01-18T14:58Z [---] followers, [--] engagements
"You want to learn about $PGY This company is set to jump in 2026"
X Link 2026-01-18T23:36Z [---] followers, [--] engagements
"$PGY or Pagaya Technologies Ltd. ($PGY) is an Israeli-American fintech company headquartered in New York City founded in [----]. They specialize in AI-driven credit evaluation and underwriting. On top of this they help financial institutions like banks and fintechs expand access to credit while managing risk. https://twitter.com/i/web/status/2013033090176680035 https://twitter.com/i/web/status/2013033090176680035"
X Link 2026-01-18T23:37Z [---] followers, [--] engagements
"Whats Their Market Share Right now Pagaya has a small but growing role in the massive US lending market with [--] lending partners. However we all know the US is notorious for one thing and its the incredible market for lending. Pagaya is set to increase their market share as their revenue has been growing the last [--] years"
X Link 2026-01-18T23:38Z [---] followers, [--] engagements
"Financials: Income Statement: Strong revenue acceleration: Total revenue + other income reached $350M up 36% year-over-year Major profitability inflection: Achieved GAAP net income of $23M (third consecutive profitable quarter) a $90M swing from the prior-year loss. Explosive Adjusted EBITDA growth: $107M in Q3 up 91% YoY Raised full-year guidance: Increased outlook for [----] revenue ($1.301.325B) Adjusted EBITDA ($372382M) and GAAP net income ($7282M) signaling strong confidence in continued momentum. Key risk remains cyclical exposure: Profitability is recent and still modest in absolute"
X Link 2026-01-18T23:40Z [---] followers, [--] engagements
"What's their market share and who partners with them As of [----] it holds approximately 35% of the market share which is significantly ahead of its competitors. The likes of which include Microsoft and Automation Anywhere. Their strategic partners include Oracle Tableau Alteryx and Smartsheet. Which are some pretty big names for their sector. Looking at who they serve it boils down to a bunch of different sectors that are using technology on an everyday basis. We're talking: - Heatlhcare - Manufacturing - Telecom Services - Educational - Tech and many more"
X Link 2026-01-19T16:04Z [---] followers, [--] engagements
"Income Statement Looking at their income statement I'm seeing a couple of things. - Revenue Growth is steady but moderating. They're up 10% Year over year with their latest quarter up about 16% - Strong Gross Margins. Low cost of revenue and 83% profit margins. - Operating Profitable. Operating Income turned positive in recent periods marking major improvement from recent years. Bottom Line: They're profitable and moving in the right direction. I would just like to see them maintain their profitability over time now. But this is impressive. https://twitter.com/i/web/status/2013281640403861791"
X Link 2026-01-19T16:05Z [---] followers, [--] engagements
"@grok @premium I can't even write an appeal because there is no place to write an appeal. It says that because my account isn't suspended I have no place to put an appeal"
X Link 2026-01-20T15:12Z [---] followers, [--] engagements
"$ZETA is providing a great buying opportunity today"
X Link 2026-01-21T19:15Z [---] followers, [--] engagements
"$ZETA is going through a very needed pullback at the moment. Ballistic upward moves always need a correction and I feel strongly that this is what we're seeing now"
X Link 2026-01-21T19:34Z [---] followers, [--] engagements
"@RatCatDoge I believe that $HIMS is another really good undervalued company. Bought about $700 worth at $31 the other day. Going to cost average down as it goes down. I really think this one will make an insane recovery this year so $ZETA and $HIMS are two on my radar"
X Link 2026-01-21T19:39Z [---] followers, [---] engagements
"@EndicottInvests @wealthmatica @Davis_C15 Might have to tune into this. Big $ZETA fan"
X Link 2026-01-21T20:01Z [---] followers, [--] engagements
"@WheelieInvestor Give it a year. Should rebound"
X Link 2026-01-21T23:15Z [---] followers, [---] engagements
"sometimes the gambler in me wants to just throw my entire net worth on $ZETA calls for next January"
X Link 2026-01-22T03:20Z [---] followers, [---] engagements
"I have a feeling today will be pretty volatile Going to let the dust settle before hitting buy or sell"
X Link 2026-01-22T13:47Z [---] followers, [--] engagements
"Ok so I saw that a lot of people like charts so I woke up early and did one for $ZETA It is my current favorite position and the price target I came up with was $44 Long term and $34 next. Again I'm new to EWT but I'm learning it as I go so if anyone has any suggestions/corrections for me please let me know Here is how I charted this: $ZETA saw a steady decline down from November of [----] and bottomed out in April of last year. It finally showed signs go recovery from May to October where it completed Wave [--] in my eyes. Then it had five steps down to the bottom of Wave [--] and now were looking"
X Link 2026-01-22T14:26Z [---] followers, [---] engagements
"@B2F_Investing I got about $1.40 🤣 Gotta cost average down more"
X Link 2026-01-22T21:44Z [---] followers, [--] engagements
"@B2F_Investing Yeah at this point its the only option bc im not selling"
X Link 2026-01-22T21:46Z [---] followers, [--] engagements
"This is my current chart on $OPEN If it continues to go down further then I'll update this But there is no clear breakout into Wave [--] yet. Long term holds seem really good though so take a look Again not financial advice"
X Link 2026-01-22T23:31Z [---] followers, [---] engagements
"Keep an eye on $ZETA today"
X Link 2026-01-23T13:38Z [---] followers, [---] engagements
"@B2F_Investing $GRAB has momentum behind it"
X Link 2026-01-24T01:45Z [---] followers, [--] engagements
"@haddad_jac79558 Ive never seen such impressive conviction on a single stock in my life Praying this goes up to $100+ for you"
X Link 2026-01-24T01:49Z [---] followers, [---] engagements
"@moninvestor I feel like $HIMS will turn it around at some point Just a couple set backs but I feel like they have so much going for them"
X Link 2026-01-24T01:50Z [---] followers, [---] engagements
"@moninvestor This is my goal too Gotta make small gains go far"
X Link 2026-01-24T03:37Z [---] followers, [--] engagements
"@haddad_jac79558 @trevhesinvests Really good catch here But I still think this will be a hell of a year for $ZETA"
X Link 2026-01-25T02:18Z [---] followers, [--] engagements
"@RatCatDoge $HIMS is so undervalued its not even funny"
X Link 2026-01-25T16:11Z [---] followers, [--] engagements
"@TheValueTrade Its the first year im locking in. Made this account to keep myself accountable and to make sure Im doing my due diligence every day 🫡"
X Link 2026-01-25T17:19Z [---] followers, [--] engagements
"@growthrapidly My thoughts exactly The market will correct it soon enough"
X Link 2026-01-25T17:33Z [---] followers, [---] engagements
"One stock I'll be keeping a close eye on this week is $OPEN Right now it's sitting really pretty lowering deeper into Wave [--] Wave [--] looks as though it will commence soon so I'm picking up a couple of these shares tomorrow maybe even some calls"
X Link 2026-01-25T19:05Z [---] followers, [---] engagements
"I think Ill go check on some of my crypto opens app for one second I think Ill check again in [--] months"
X Link 2026-01-26T13:44Z [---] followers, [--] engagements
"If there is one stock you believe you could bet your house on it going up which would it be and why"
X Link 2026-01-26T13:58Z [---] followers, [--] engagements
"@StockTrader_Max Sleeping giant is the best way to describe $HIMS at the moment Recent setbacks are the reason for their short term pains But my goodness. Youre looking at a beast ready to rise"
X Link 2026-01-26T14:47Z [---] followers, [----] engagements
"Looking at $TE and I believe it now has some more room to grow Small pull back today but working it's way up to the Wave [--] Target @ $9.60 After it hits this I would see a correction imminent down to Wave 4"
X Link 2026-01-26T16:47Z [---] followers, [---] engagements
"Like seriously look at Silver and Gold. Ask yourself why are these skyrocketing right now Let me know what comes to mind $XAU $XAG"
X Link 2026-01-26T17:52Z [---] followers, [---] engagements
"@StockTrader_Max What do you like most about $CLSK"
X Link 2026-01-26T18:27Z [---] followers, [---] engagements
"@EventuallyWLTHY I think this will bounce back Just looks like a necessary correction to me"
X Link 2026-01-26T18:27Z [---] followers, [----] engagements
"@OutdoorFinance @duolingo Do you feel as tho you have actually learned a new language on there Ive been contemplating starting"
X Link 2026-01-26T18:29Z [---] followers, [--] engagements
"@B2F_Investing What have you heard about $FUBO Your analysis is always really good"
X Link 2026-01-26T21:09Z [---] followers, [---] engagements
"@B2F_Investing Idk how you dont have 100k followers yet"
X Link 2026-01-26T21:37Z [---] followers, [--] engagements
"@B2F_Investing You and me both🤝🤝🤝"
X Link 2026-01-26T21:42Z [---] followers, [--] engagements
"@AlexCanInvest Good point I shouldve included a time frame in the post. Would assume Long Term in a question like this $AMZN is a great answer. Trustworthy extremely developed and continuously growing"
X Link 2026-01-27T01:48Z [---] followers, [--] engagements
"@AlexCanInvest Long term id go with $TSLA I really think their Robots will be like the iPhone and change the entire landscape of civilization"
X Link 2026-01-27T01:52Z [---] followers, [--] engagements
"@B2F_Investing Important week for some companies"
X Link 2026-01-27T13:15Z [---] followers, [--] engagements
"@JaMarc0 @Allenroth1974 @moninvestor After the deal with Microsoft absolutely. But they were stagnant for a while and it was driving me crazy to the point where I sold"
X Link 2026-01-27T14:29Z [---] followers, [--] engagements
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