# ![@CoffeeStocksGuy Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1425501982320701442.png) @CoffeeStocksGuy Coffee House Stocks

Coffee House Stocks posts on X about $te, ai, $nbis, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1425501982320701442/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1425501982320701442/c:line/m:interactions.svg)

- [--] Week [------] +82%
- [--] Month [-------] -24%
- [--] Months [-----------] +179%
- [--] Year [-----------] +413%

### Mentions: [--] [#](/creator/twitter::1425501982320701442/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1425501982320701442/c:line/m:posts_active.svg)

- [--] Week [--] +40%
- [--] Month [---] -60%
- [--] Months [---] +8,225%
- [--] Year [---] +6,560%

### Followers: [-----] [#](/creator/twitter::1425501982320701442/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1425501982320701442/c:line/m:followers.svg)

- [--] Week [-----] +13%
- [--] Month [-----] +29%
- [--] Year [-----] +1,031%

### CreatorRank: [-------] [#](/creator/twitter::1425501982320701442/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1425501982320701442/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  100% [stocks](/list/stocks)  18.69% [cryptocurrencies](/list/cryptocurrencies)  11.21% [technology brands](/list/technology-brands)  3.74% [currencies](/list/currencies)  1.87% [financial services](/list/financial-services)  #356 [celebrities](/list/celebrities)  1.87% [exchanges](/list/exchanges)  0.93%

**Social topic influence**
[$te](/topic/$te) #6, [ai](/topic/ai) 12.15%, [$nbis](/topic/$nbis) #322, [stocks](/topic/stocks) #954, [red](/topic/red) 10.28%, [solar](/topic/solar) 8.41%, [bullish](/topic/bullish) #1281, [$onds](/topic/$onds) #96, [market](/topic/market) 6.54%, [$iren](/topic/$iren) 6.54%

**Top accounts mentioned or mentioned by**
[@user889889](/creator/undefined) [@pepinveststocks](/creator/undefined) [@accountingds](/creator/undefined) [@sammoneytalks](/creator/undefined) [@itssaltyyyy](/creator/undefined) [@chillbobhouse](/creator/undefined) [@accounting_ds](/creator/undefined) [@zynxbtc](/creator/undefined) [@sammyrigger](/creator/undefined) [@oinvests](/creator/undefined) [@asyminvestor](/creator/undefined) [@thestoiccapital](/creator/undefined) [@kobeissiletter](/creator/undefined) [@mikealfred](/creator/undefined) [@kevin58466550](/creator/undefined) [@trizzlex69](/creator/undefined) [@ryansfinance](/creator/undefined) [@lphafool](/creator/undefined) [@denebulord](/creator/undefined) [@reececards](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Iris Energy Limited (IREN)](/topic/$iren) [Bitcoin (BTC)](/topic/bitcoin) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Planet Labs PBC (PL)](/topic/$pl) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [UiPath, Inc. (PATH)](/topic/$path) [Strategy (MSTR)](/topic/$mstr) [CLEANSPARK INC (CLSK)](/topic/$clsk) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [First Solar, Inc. (FSLR)](/topic/$fslr) [Adobe, Inc. (ADBE)](/topic/$adbe) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Bakkt Holdings, Inc. (BKKT)](/topic/$bkkt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Im still closely watching Capital B $ALCPB closely when Bitcoin sentiment picks up again. Great team and good bitcoin stack. Market cap to NAV is currently at 0.787x. Been on my radar for a while as much easier to buy than SWC also. Could be a minor allocation soon"  
[X Link](https://x.com/CoffeeStocksGuy/status/1990792746710544689)  2025-11-18T14:42Z [----] followers, [---] engagements


"@midascabal $MTPFL or $ALCPB both other great btc treasuries. Also Sui is such a weird name right now the tech seems great but it just doesnt have the activity. Thoughts"  
[X Link](https://x.com/CoffeeStocksGuy/status/1992876995026600135)  2025-11-24T08:44Z [----] followers, [---] engagements


"LFG $ALCPB Btw the best accounts for Capital B are @ZynxBTC @Bthemoon2030. Both awesome accounts ive learnt from. HIGHER"  
[X Link](https://x.com/CoffeeStocksGuy/status/1996491339056451874)  2025-12-04T08:06Z [----] followers, [---] engagements


"BULLISH DEEP DIVE: $CCCX (Infleqtion) The Quantum Play Wall Streets Missing A thread 🧵🪡 Executive Summary: Infleqtion merging with SPAC Churchill Capital Corp X ($CCCX $INFQ in Q1 2026) is the only neutral-atom quantum company already generating material government revenue while others remain purely R&D. At $1.8B pre-money valuation on $29M TTM revenue and 80% YoY growth this is not a science project - its the infrastructure play in a $160B quantum ecosystem. Current price action suggests significant upside if execution continues. https://twitter.com/i/web/status/2005372266545107028"  
[X Link](https://x.com/CoffeeStocksGuy/status/2005372266545107028)  2025-12-28T20:16Z [----] followers, [----] engagements


"Part 5: Investment Thesis Summary Why $CCCX ( $INFQ) Belongs in Quantum Portfolios: 1.Only neutral-atom play traded publicly (via SPAC)unique modality with government backing 2.Revenue leader among pure-play quantum startups$29M actual sales 50% government mix 80% growth 3.Highest barrier to entry1600 qubits + [--] logical qubits + IP + DoD relationships = 3-5 year lead over competitors 4.Geopolitical tailwindQuantum First by [----] means $100B+ in cumulative gov spending 5.Multi-path to institutional upsideorganic growth government partnership acquisition This is a 3-5 year conviction play if"  
[X Link](https://x.com/CoffeeStocksGuy/status/2005372301731090904)  2025-12-28T20:16Z [----] followers, [---] engagements


"Who did I add to yesterday [--]. $NBIS - so undervalued and the demand for cloud space is ever growing. Confirmed deals gives legitimacy to the company. Essentially buying five growing businesses within one name [--]. $PATH - AI automation looks like a sector waiting to explode in [----]. - Come on look at that gorgeous balance sheet - It was down 4% at one point yesterday picked up some shares as it was massively being oversold - And as always I know some great accounts that are also big fans of $PATH like myself @nicaqs @CaesarCapitalz [--]. $IREN - Power live this year. - Potential more deals to"  
[X Link](https://x.com/CoffeeStocksGuy/status/2007371483140534546)  2026-01-03T08:40Z [----] followers, 13.3K engagements


"$TE down after the $FSLR downgrade. Red everywhere for solar. $TE is red in the pre-market🔴🔴🔴 👹Here is why: Jefferies has downgraded First Solar (ticker FSLR) and trimmed its price target. What actually happened: Jefferies cut its rating from Buy to Hold. Jefferies also reduced its price target from [---] USD to [---] USD. The https://t.co/JDOR6UL1vt $TE is red in the pre-market🔴🔴🔴 👹Here is why: Jefferies has downgraded First Solar (ticker FSLR) and trimmed its price target. What actually happened: Jefferies cut its rating from Buy to Hold. Jefferies also reduced its price target from 269"  
[X Link](https://x.com/CoffeeStocksGuy/status/2016883259028729885)  2026-01-29T14:36Z [----] followers, [----] engagements


"$TE PRE-MARKET REACTION 12:40 GMT -1.35%🔴 Price: $8.76 The Macro Backdrop [--]. FOMC Sell the News (Wednesday Aftermath) Fed held rates steady but signaled elevated uncertainty around Trumps tariff policies and fiscal plans. Result: Treasury yields spiked (10-year 4.2%) VIX jumped 1.8% to [-----]. Risk-off rotation hit growth/speculative names hardest. [--]. Tech/Growth Sector Bloodbath Microsoft -10% after capex jump (AI spending fears). Meta +10% (outlier) but overall Nasdaq rotated lower. [--]. Shakeout Before the Storm Positioning Trump tariff threats (South Korea EU) + Iran oil risk = traders"  
[X Link](https://x.com/CoffeeStocksGuy/status/2017217832572830184)  2026-01-30T12:46Z [----] followers, [---] engagements


"Morning everyone I am now red on my $TE position. Content to maintain my hold - fundamentals havent changed the market is just being irrational. However with $BTC at such lows the temptation to full port is there. And yes that means selling my $TE into $BTC Time to rethink with a coffee. https://twitter.com/i/web/status/2018259758793253174 https://twitter.com/i/web/status/2018259758793253174"  
[X Link](https://x.com/CoffeeStocksGuy/status/2018259758793253174)  2026-02-02T09:46Z [----] followers, [---] engagements


"T1 ENERGY ($TE) - THE MACRO COLLISION $TE just dropped 11.7% from its ATH in [--] days. But heres what Wall Street isnt telling you: The fundamentals didnt change. The market just had a panic attack. A thread on what really happened what the data shows and where we go from here 👇 https://twitter.com/i/web/status/2018309775302275540 https://twitter.com/i/web/status/2018309775302275540"  
[X Link](https://x.com/CoffeeStocksGuy/status/2018309775302275540)  2026-02-02T13:05Z [----] followers, [---] engagements


"@Sammy_Rigger I aspire for this man Im [--] and have put all of my student loans into bitcoin. Currently at 0.113"  
[X Link](https://x.com/CoffeeStocksGuy/status/2018663741232124042)  2026-02-03T12:31Z [----] followers, [--] engagements


"$TE so bullish $10 EOW Feeling bottlenecked Unsure if you'll be able to get that gas turbine you told investor to expect Consider solar+storage. It's reliable scalable . and you don't have to wait until the 2030s to take receipt. We've got capacity. https://t.co/J9l4jhFplQ Feeling bottlenecked Unsure if you'll be able to get that gas turbine you told investor to expect Consider solar+storage. It's reliable scalable . and you don't have to wait until the 2030s to take receipt. We've got capacity. https://t.co/J9l4jhFplQ"  
[X Link](https://x.com/CoffeeStocksGuy/status/2019057549782155353)  2026-02-04T14:36Z [----] followers, [----] engagements


"I want $TE to touch the key level of $8.56 again to confirm buyer support. Watch it. The trend upwards is inevitable"  
[X Link](https://x.com/CoffeeStocksGuy/status/2019061709286051984)  2026-02-04T14:53Z [----] followers, [----] engagements


"It's becoming more and more likely that $IREN hasn't earnt a deal. Big sell off continues amongst Data Centers. glad I didn't fomo in. $IREN $CIFR $CLSK"  
[X Link](https://x.com/CoffeeStocksGuy/status/2019062019983356357)  2026-02-04T14:54Z [----] followers, [----] engagements


"Buying more $TE. Don't let the algo's scare you"  
[X Link](https://x.com/CoffeeStocksGuy/status/2019064842611470733)  2026-02-04T15:05Z [----] followers, [----] engagements


"Yesterday felt like watching a regime change in real time. Not just a red day. The moment the market decided certain business models are no longer safe. $285 billion wiped out in a single session. The worst day for software stocks since April. This wasn't a normal selloff. This was the market repricing an entire category of business models in real time. The catalyst Anthropic released [--] AI automation plugins on Friday. Legal. Finance. Sales. Marketing. Data analysis. The tools don't just assist. They replace. Contract review. Compliance work. Financial modeling. The grunt work that armies of"  
[X Link](https://x.com/CoffeeStocksGuy/status/2019364636668096635)  2026-02-05T10:57Z [----] followers, [----] engagements


"$TE: $7.73 down $1.36 (-14.96%) $IREN: $44.94 down $9.45 (-17.37%) $AMPX: $12.40 down $2.28 (-15.53%) $ONDS: $9.68 down $1.70 (-14.94%) $OSS: $8.96 down $0.58 (-6.08%) $CIFR: $14.25 down $2.01 (-12.36%) One AI announcement triggered the worst software selloff since [----]. Here's what it means for your portfolio Yesterday felt like watching a regime change in real time. Not just a red day. The moment the market decided certain business models are no longer safe. $285 billion wiped out in a single session. The worst day for software stocks since April. This wasn't a normal selloff."  
[X Link](https://x.com/CoffeeStocksGuy/status/2019369230093676623)  2026-02-05T11:15Z [----] followers, [----] engagements


"@OInvests Looking at the demand for $CIFR coupons. $IREN and others are just fine taking ther time to negotiate the best offers. Power is a need. All big companies will come crawling"  
[X Link](https://x.com/CoffeeStocksGuy/status/2019369683842134367)  2026-02-05T11:17Z [----] followers, [---] engagements


"@OInvests Boom. That's it. Power and energy is everything. I'm looking to move into $TE $IREN more"  
[X Link](https://x.com/CoffeeStocksGuy/status/2019370963226529889)  2026-02-05T11:22Z [----] followers, [---] engagements


"$ADBE - MODERATE RISK Indirect threat through workflow automation. Claude and agentic AI can automate creative tasks that previously required full Creative Cloud subscriptions. Adobe's moat is the ecosystem lock-in and commercially-safe Firefly but they're middleware paying rent to AI providers while those same models potentially reduce demand for Adobe seats. Margin compression risk more than existential threat. $CRM - LOW RISK / PARTNER Actually a strategic partner not competitor. Claude powers Agentforce [---] - it's the foundational model behind Salesforce's AI agents. Bi-directional"  
[X Link](https://x.com/CoffeeStocksGuy/status/2019371430006174015)  2026-02-05T11:24Z [----] followers, [--] engagements


"$TE is down 10% this week. And I'm not selling. Here's my thinking: Solar isn't software. AI doesn't automate building panels in the Arizona desert. It doesn't replace grid infrastructure. It doesn't negotiate utility contracts. $TE is physical. Tangible. The kind of business that AI helps not replaces. While everyone's panicking about which software stocks survive the AI apocalypse I'm stacking a company that's building actual things in the real world. The thesis hasn't changed. The price has. That's when I buy more. Yesterday felt like watching a regime change in real time. Not just a red"  
[X Link](https://x.com/CoffeeStocksGuy/status/2019407548995039520)  2026-02-05T13:47Z [----] followers, [----] engagements


"The most important satisfactions report of [----] was supposed to drop today. It didn't. The January jobs report has been delayed to February [--] because of the government shutdown. Markets are flying blind. But the proxy data that DID come out this week tells a story the delayed report will likely confirm: [--]. ADP: +22000 jobs. Expected +48000. Outside healthcare every sector was negative. [--]. JOLTS: 6.54M openings. Lowest since September [----]. There are now more unemployed Americans than job openings for the first time since [----]. [--]. Challenger layoffs: [------] announced in January. Highest"  
[X Link](https://x.com/CoffeeStocksGuy/status/2019893992314560609)  2026-02-06T22:00Z [----] followers, [---] engagements


"This was the wildest week in markets since April. Monday: Dow hits a record high. Markets look fine. By Thursday: Bitcoin crashed to $60000. The S&P [---] went negative for the year. $1.5 trillion wiped from the Nasdaq in three days. The crypto Fear & Greed Index hit 6- below FTX-collapse territory. By Friday: The Dow surged [----] points. First close above [-----] ever. Nvidia up 8%. Bitcoin bounced 15% off the lows. What just happened Three forces collided at once: ate software alive. Anthropics new tools triggered a panic about whether SaaS companies can survive. The software ETF (IGV) dropped"  
[X Link](https://x.com/CoffeeStocksGuy/status/2020480594509971629)  2026-02-08T12:51Z [----] followers, [---] engagements


"@Micro2Macr0 Do you think its a relief bounce before lower or that the bottom is in"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021119049309040959)  2026-02-10T07:08Z [----] followers, [--] engagements


"@Shan_Specter Dont we all"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021180562531123522)  2026-02-10T11:12Z [----] followers, [--] engagements


"@asym_investor It may be controversial but im not happy doesnt look good for me but I get why some are unconcerned. Lets see"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021222214415118540)  2026-02-10T13:58Z [----] followers, [--] engagements


"The market is telling you something right now. Small caps are CRUSHING large caps in [----]. Russell [----] up 8%+ YTD while the S&P [---] barely moves. This is the Great Rotation - and most people are still staring at mega-cap tech wondering what happened. The stocks here Built for this exact environment. 👇 $TE US SOLAR DOMINANCE $ASTS $RKLB SPACE THEME $SATL $PL SATELLITE IMAGERY $IREN $CIFR $NBIS DATA CENTERS Save for later https://twitter.com/i/web/status/2021222629168873719 https://twitter.com/i/web/status/2021222629168873719"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021222629168873719)  2026-02-10T14:00Z [----] followers, [---] engagements


"@asym_investor @andromeda_IX Agreed - Im not selling shares because of it"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021224028392870286)  2026-02-10T14:05Z [----] followers, [--] engagements


"@PepInvestStocks You know it. What assets do you have eyes on"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021227429998493723)  2026-02-10T14:19Z [----] followers, [--] engagements


"@PepInvestStocks Interesting whats your favourite"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021577612607246503)  2026-02-11T13:30Z [----] followers, [---] engagements


"@TheStoicCapital Agreed - the timing is just very strange"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021577670153130184)  2026-02-11T13:30Z [----] followers, [---] engagements


"@itssaltyyyy @accounting_ds Best way to be - Im not bearish tho"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021709213613818131)  2026-02-11T22:13Z [----] followers, [--] engagements


"$NBIS Q4 numbers are in - and it's complicated. Revenue: $227M vs $242M estimate - MISS Before you panic: remember what happened last quarter. Nebius "missed" revenue estimates while being COMPLETELY SOLD OUT. Analysts still don't know how to model this business. What I'm watching from the conference call: - [----] revenue guidance (first time they're giving this) - Capacity update: are they still on track for 800MW-1GW connected by YE2026 - Microsoft/Meta revenue ramp pace - Capex guidance (analysts expect $10.6B for 2026) The demand side is NOT the question. Goldman says US data centre demand"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021918521123316009)  2026-02-12T12:05Z [----] followers, [----] engagements


"@KobeissiLetter Oh my god. This is awful. Not your coins on the exchange. Cold wallet always wins"  
[X Link](https://x.com/CoffeeStocksGuy/status/2022015232676352008)  2026-02-12T18:29Z [----] followers, [----] engagements


"@Mindset4Money_X I sold most of my positions on the first day of red took losses but I'm glad to have it now"  
[X Link](https://x.com/CoffeeStocksGuy/status/2022239533870498148)  2026-02-13T09:20Z [----] followers, [---] engagements


"@user889889 Certainly not ideal"  
[X Link](https://x.com/CoffeeStocksGuy/status/2022303114926112984)  2026-02-13T13:33Z [----] followers, [---] engagements


"BULLISH into Q1 🚨🚨 Here's what I'm watching this week: $PL - Satellite data demand is exploding. Government contracts incoming. $ONDS - Drone deliveries aren't a meme anymore. 600% YoY growth. $PATH - The AI automation play nobody's talking about. $NBIS - Nvidia's secret weapon for cloud infrastructure. Which one are you adding 👇 https://twitter.com/i/web/status/2020830161911033919 https://twitter.com/i/web/status/2020830161911033919"  
[X Link](https://x.com/CoffeeStocksGuy/status/2020830161911033919)  2026-02-09T12:00Z [----] followers, [----] engagements


"THE ULTIMATE NEBIUS ( $NBIS ) INVESTMENT THESIS Why I believe $NBIS is a highly asymmetric AI infrastructure bet: [--]. Multibillion long-term AI deals locked in [--]. Massive revenue ramp potential [--]. Structural AI compute shortage means every MW of capacity is getting absorbed at attractive economics [--]. Valued at a discount to key neocloud peers despite similar business model and growth profile [--]. The company projects annualized run-rate revenue of $7-9 billion by end-2026 representing a potential 1300%+ increase from its Q3 [----] run-rate of $551 million. [--]. The Business Model: How Nebius Makes"  
[X Link](https://x.com/CoffeeStocksGuy/status/2020905296831639748)  2026-02-09T16:59Z [----] followers, 16.4K engagements


"Comments now posted $TE Something needs to be said about $TE and the sudden departure of their Chief Accounting Officer last week. I've been one of the biggest $TE bulls on this platform. That doesn't mean I'll stay silent when something doesn't sit right. Full thoughts coming later today. Something needs to be said about $TE and the sudden departure of their Chief Accounting Officer last week. I've been one of the biggest $TE bulls on this platform. That doesn't mean I'll stay silent when something doesn't sit right. Full thoughts coming later today"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021595596960694273)  2026-02-11T14:42Z [----] followers, [----] engagements


"To be clear on $TE - here's why I still hold despite the CAO concerns: G1_Dallas fully ramped producing modules NOW G2_Austin construction started - [---] GW Phase [--] $160M in 45X tax credits already monetised [---] MW supply deal with Treaty Oak signed Analyst target $10.50 vs current $6.60 The thesis is US domestic solar manufacturing at scale. That hasn't changed. What changed is my confidence in management transparency. And that matters. Both things can be true. 📊 I AM NOT A BEAR https://twitter.com/i/web/status/2021647990373396894 https://twitter.com/i/web/status/2021647990373396894"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021647990373396894)  2026-02-11T18:10Z [----] followers, [----] engagements


"Morning everyone Hope we're all well. After many red days we could possibly see a relief bounce similar to last week. What do you think Have a great day"  
[X Link](https://x.com/CoffeeStocksGuy/status/2022239002657792302)  2026-02-13T09:18Z [----] followers, [---] engagements


"@OndasHoldings Non stop $ONDS $ONDS just acquired Rotron Aerospace - a UK-based developer of long-range unmanned strike platforms for defence customers. Why this matters for the autonomous defence thesis: NATO footprint - Ondas now has UK defence manufacturing capability 🎯 Autonomous strike platforms- https://t.co/yuEHwasIjN $ONDS just acquired Rotron Aerospace - a UK-based developer of long-range unmanned strike platforms for defence customers. Why this matters for the autonomous defence thesis: NATO footprint - Ondas now has UK defence manufacturing capability 🎯 Autonomous strike"  
[X Link](https://x.com/CoffeeStocksGuy/status/2022320037646811187)  2026-02-13T14:40Z [----] followers, [----] engagements


"I've laid out the bear case. Now here's why I still hold $TE: The fundamentals haven't changed: G1_Dallas is producing modules and generating revenue NOW G2_Austin Phase [--] (2.1 GW) construction is underway $160M in 45X tax credits already monetised and SOLD [---] MW supply deal with Treaty Oak signed [---] GW fixed-margin offtake contract for [----] deliveries Analyst targets: BTIG $7 Roth $15 (top pick) Alliance $8.50 - all Buy The institutional data shows Vanguard UBS Goldman and [--] new institutions buying this quarter. That's not nothing. But I won't pretend the risks don't exist. The Culper"  
[X Link](https://x.com/CoffeeStocksGuy/status/2022363892840579174)  2026-02-13T17:35Z [----] followers, [----] engagements


"$NBIS / Nebius Group: The sleeper AI infrastructure play of [----]. Nebius is currently suffering a drawback from the highs of October. Here is why I see massive opportunity. Please consider liking and sharing this to help the community grow Thank you. Here is the short analysis. 🧵👇 https://twitter.com/i/web/status/2001641968888144159 https://twitter.com/i/web/status/2001641968888144159"  
[X Link](https://x.com/CoffeeStocksGuy/status/2001641968888144159)  2025-12-18T13:13Z [----] followers, [----] engagements


"$BKKT is up 90% since New Years 👀 Is FinX missing a gem here Reminder it hit an ATH of $49 in October👻 Interesting stock"  
[X Link](https://x.com/CoffeeStocksGuy/status/2010998344202498090)  2026-01-13T08:52Z [----] followers, [---] engagements


"$TE is red in the pre-market🔴🔴🔴 👹Here is why: Jefferies has downgraded First Solar (ticker FSLR) and trimmed its price target. What actually happened: Jefferies cut its rating from Buy to Hold. Jefferies also reduced its price target from [---] USD to [---] USD. The downgrade and lower PT triggered a 10% selloff in the shares on the day of the note. Key reasons Jefferies gave Limited policy upside from trade/tariff tailwinds like Section [---] versus what had been priced in. Reduced visibility on future bookings after guidance cuts debookings and margin pressure in prior periods. Concerns"  
[X Link](https://x.com/CoffeeStocksGuy/status/2016875501516677127)  2026-01-29T14:06Z [----] followers, [----] engagements


"🔬 T1 ENERGY ( $TE ) - DEEP RESEARCH REPORT EXECUTIVE SUMMARY Quick Answer: T1 Energy ($TE) displays strong asymmetric bet characteristics with a 4:1 risk/reward ratio. Current Price: $8.82 12-Month Target: $12-18 Bear Case: $5-6 Bull Case: $22-25 [--]. 💰 THE BUSINESS MODEL How They Make Money (Plain English) T1 Energy manufactures solar panels in Texas. They take silicon glass and aluminum and assemble them into the panels that power homes businesses and data centers. Two Revenue Streams: A. Solar Panel Sales ($200-210M/quarter) G1_Dallas: [--] GW module factory (operational 1000+ employees)"  
[X Link](https://x.com/CoffeeStocksGuy/status/2018681977214255478)  2026-02-03T13:44Z [----] followers, 12.3K engagements


"Some graphs are just too good to ignore. Here's a Gemini-led analysis of the current $TE Daily Chart: In summary the chart looks like it will overlap perfectly with the $TE earnings call 👀. [--]. The Slope Analysis (Velocity of Trend) Angle of Ascent: Your bottom trendline has a slope of roughly [--] degrees. Why it matters: [--] degrees: Weak trend prone to stagnation. [--] degrees: Unsustainable "parabolic" move prone to crashing. [--] degrees: The "Goldilocks" zone. This indicates sustainable institutional accumulation. It means new buyers are entering at a steady predictable pace absorbing supply"  
[X Link](https://x.com/CoffeeStocksGuy/status/2019001806462779622)  2026-02-04T10:55Z [----] followers, [----] engagements


"$TE not looking good right now. Did not expect the contagion. If we break $8 $7.50 next"  
[X Link](https://x.com/CoffeeStocksGuy/status/2019077497455820957)  2026-02-04T15:56Z [----] followers, [----] engagements


"🚨🚨🚨 [----] FOLLOWERS WOW I started this page just in November to try and learn more about the markets and share trade ideas inspired by @mikealfred . We started small and over time have grown to [----] members of the Roastery My next milestone is to push my $BTC stacking protocol (link in bio) out to fellow students and white collar workers to help share my experience. Its just 5/$6 so is super accessible and helps me out as a student with not lots of capital spare If youre interested Id really appreciate the support. Love you all fam - Coffee House"  
[X Link](https://x.com/CoffeeStocksGuy/status/2019133212035789227)  2026-02-04T19:37Z [----] followers, [---] engagements


"WATCHLIST UPDATE POST Sea of red today. Heres whats bleeding and why: Bitcoin proxies getting crushed: $MSTR: -12.64% $MTPLF: -13.12% $CIFR: -7.16% $BTC broke below $70k. The leveraged plays are taking it worse. Strategy (MSTR) down $16 in a single session. Pain. Precious metals correction: Gold: -1.93% $XAUUSD Silver: -13.34% Silvers down 13% in a day. Thats not a dip thats a flush. If you were chasing the metals rally last week today hurts. My energy names: $TE: -2.39% $IREN: -6.07% $TE holding up relatively well considering the chaos. Still above key support at $7.50. $IREN getting hit"  
[X Link](https://x.com/CoffeeStocksGuy/status/2019466182399500686)  2026-02-05T17:40Z [----] followers, [---] engagements


"$PATH $ONDS $PL $NBIS BULLISH into Q1 🚨🚨 Here's what I'm watching this week: $PL - Satellite data demand is exploding. Government contracts incoming. $ONDS - Drone deliveries aren't a meme anymore. 600% YoY growth. $PATH - The AI automation play nobody's talking about. $NBIS - Nvidia's secret https://t.co/qZLZL21V3w BULLISH into Q1 🚨🚨 Here's what I'm watching this week: $PL - Satellite data demand is exploding. Government contracts incoming. $ONDS - Drone deliveries aren't a meme anymore. 600% YoY growth. $PATH - The AI automation play nobody's talking about. $NBIS - Nvidia's secret"  
[X Link](https://x.com/CoffeeStocksGuy/status/2020922544862396928)  2026-02-09T18:07Z [----] followers, [----] engagements


"The AI infrastructure sector is about to go parabolic. Here's how I'm positioning my portfolio : 🔌 Power: $TE (solar) $OKLO (nuclear) ☁ Data Centers: $IREN $CIFR $NBIS 🛰 Data: $PL (satellites) $RKLB (space) 🤖 Automation: $ONDS Every AI model needs power storage and data. I'm buying the pickaxes. Save this for later 🔖 https://twitter.com/i/web/status/2021192483846357281 https://twitter.com/i/web/status/2021192483846357281"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021192483846357281)  2026-02-10T12:00Z [----] followers, [----] engagements


"My Conclusion from the thesis below: Nebius ( $NBIS) presents a high-conviction asymmetric opportunity for investors with: Long time horizons (18-36 months) High risk tolerance (comfortable with 20-40% volatility) Conviction in AI infrastructure TAM (belief that AI compute demand sustains) Trust in management execution (Yandex pedigree recent deal velocity) Why the asymmetry exists: Structural supply-demand imbalance in AI compute creates tailwinds through [----] Valuation dislocation vs. peers (3.3x vs. 10x for CoreWeave) $20+ billion hyperscaler backlog provides revenue visibility Physical"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021229968211013659)  2026-02-10T14:29Z [----] followers, [---] engagements


"BULLISH on this setup heading into mid-week 🔥 Full watchlist check-in: $RKLB - Down from $99 to $76. Overreaction. $816M defense contract [--] launches completed Q4 earnings Feb [--]. $PL - Hit the $21 earnout milestone. RPO up 371% YoY. Revenue up 33%. The satellite data thesis is playing out in real time. $NBIS - AI infrastructure sleeper. While everyone panics about software stocks the picks-and-shovels plays are quietly building. $ONDS - Drone demand thesis intact. Patient money wins. Small caps are leading [----] for a reason. These are the stocks built for this rotation."  
[X Link](https://x.com/CoffeeStocksGuy/status/2021247788076462579)  2026-02-10T15:40Z [----] followers, [---] engagements


"Market observation: Software stocks getting crushed as AI automation concerns spread. Meanwhile space & defense ( $RKLB) satellite data ( $PL) and fiber infrastructure ( $ONDS) are building real revenue with real contracts. The future isn't all software. Invest in atoms not just bits. https://twitter.com/i/web/status/2021310702753870135 https://twitter.com/i/web/status/2021310702753870135"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021310702753870135)  2026-02-10T19:50Z [----] followers, [---] engagements


"@Kevin58466550 Im a fan - not happy with recent earnings call though"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021553110217630087)  2026-02-11T11:53Z [----] followers, [--] engagements


"Something needs to be said about $TE and the sudden departure of their Chief Accounting Officer last week. I've been one of the biggest $TE bulls on this platform. That doesn't mean I'll stay silent when something doesn't sit right. Full thoughts coming later today"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021561421591654401)  2026-02-11T12:26Z [----] followers, [----] engagements


"@accounting_ds @spacanpanman I really enjoyed spacs account. Im confused why I got blocked - no need for insults. Im still a $TE bull also. Quite gutted I got blocked due to this"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021649395629125938)  2026-02-11T18:15Z [----] followers, [---] engagements


"@trizzlex69 Are you fully allocated"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021707876385841176)  2026-02-11T22:08Z [----] followers, [--] engagements


"@ryansfinance @accounting_ds Respect man - thanks for giving a bit more balance to this"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021707997664182730)  2026-02-11T22:08Z [----] followers, [--] engagements


"@LphaFool CAO left company at a time when accounting is being scrutinised"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021708409683206595)  2026-02-11T22:10Z [----] followers, [--] engagements


"@DeNebulord @itssaltyyyy I just gave a view of the CAO situation that was contrarian and now everyone hates me haha I have to reiterate that Im still bullish $TE"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021709082562900452)  2026-02-11T22:13Z [----] followers, [---] engagements


"@chillbobhouse @accounting_ds He looks great"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021709142902419861)  2026-02-11T22:13Z [----] followers, [--] engagements


"@ReeceCards @accounting_ds Understand that and yes it is a big issue"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021709260405588291)  2026-02-11T22:13Z [----] followers, [--] engagements


"End of the day time to log off. Been a weird day my post on $TE caught on and suddenly I was community enemy no.1 for raising a valid criticism. Its very easy to bash at a sub $3 cost basis when mine was $8. I have taken some losses and I own that. But the attacks today were very disappointing to see. Especially after Ive spent so much time in the community and supporting it. Some people will never be happy. Not going to let it raise my cortisol Have a great evening US friends. https://twitter.com/i/web/status/2021724135173263787 https://twitter.com/i/web/status/2021724135173263787"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021724135173263787)  2026-02-11T23:12Z [----] followers, [----] engagements


"@itschrisray [----] do i need to up it👀"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021945709730390188)  2026-02-12T13:53Z [----] followers, [---] engagements


"$NBIS just reported Q4 earnings and the headlines say "double miss." EPS: -$0.68 vs -$0.44 expected (miss by 55%) Revenue: $227.7M vs $242.8M expected (miss by 6%) Sounds terrible right Now look at the numbers that actually matter: [--]. ARR hit $1.25 BILLION - beating their own $900M-$1.1B guidance by 14% [--]. Contracted power raised to [---] GW - up from [---] GW [--]. Revenue still up 547% YoY and 56% QoQ [--]. New data centres in Missouri Oklahoma Alabama Minnesota France This is EXACTLY what happened last quarter. Nebius "missed" estimates while being completely sold out. Analysts still can't model"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021968264708968565)  2026-02-12T15:22Z [----] followers, [---] engagements


"@CaptainCookx100 Stop marrying the stock"  
[X Link](https://x.com/CoffeeStocksGuy/status/2022048290611900926)  2026-02-12T20:40Z [----] followers, [--] engagements


"@TnTMedia10 @KobeissiLetter But they cant ever get into my wallet if i dont give the password"  
[X Link](https://x.com/CoffeeStocksGuy/status/2022068355835080838)  2026-02-12T22:00Z [----] followers, [--] engagements


"@Investor_Jelle How are you mate"  
[X Link](https://x.com/CoffeeStocksGuy/status/2022243195749589121)  2026-02-13T09:35Z [----] followers, [--] engagements


"@Investor_Jelle Great here man. Have a great day"  
[X Link](https://x.com/CoffeeStocksGuy/status/2022244290760769762)  2026-02-13T09:39Z [----] followers, [--] engagements


"@Sammoneytalks @aleabitoreddit Yeah - Claude is literally the only model you need at this point"  
[X Link](https://x.com/CoffeeStocksGuy/status/2022250036306817430)  2026-02-13T10:02Z [----] followers, [--] engagements


"@DeItaone BULLISH"  
[X Link](https://x.com/CoffeeStocksGuy/status/2022284303955005550)  2026-02-13T12:18Z [----] followers, [---] engagements


"@DeItaone Its a SCAM BILL"  
[X Link](https://x.com/CoffeeStocksGuy/status/2022286766615441594)  2026-02-13T12:28Z [----] followers, [---] engagements


"@user889889 At this rate it is worrying"  
[X Link](https://x.com/CoffeeStocksGuy/status/2022328010435969078)  2026-02-13T15:12Z [----] followers, [--] engagements


"@user889889 Thanks for your insights man - what in particular alarmed you"  
[X Link](https://x.com/CoffeeStocksGuy/status/2022329458250985806)  2026-02-13T15:18Z [----] followers, [--] engagements


"I'm one of the biggest $TE bulls on here. But I'm not going to pretend the sudden termination of their Chief Accounting Officer doesn't raise questions. Denise Cruz was terminated on Feb [--]. Same day they promoted the SEC reporting lead to replace her. No transition period. No explanation beyond the 8-K filing. Here's what concerns me: This is a company building a $400M+ fab in Austin. They just completed a $160M tax credit sale. They have earnings on Feb [--]. And they fire their CAO with ZERO public explanation three weeks before reporting In small-cap investing trust is everything. $TE's"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021595533962317932)  2026-02-11T14:41Z [----] followers, 19.3K engagements


"Where are all of the haters now $TE falls below $7 and im a buyer again - massively reducing my cost basis. Important to remember that you should never take investment advice from unverified accounts hating on X. $TE is going so much higher.🔥🔥"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021650982237847564)  2026-02-11T18:22Z [----] followers, [----] engagements


"$TE continues to fall. I continue to accumulate with my newfound cash. All of the haters yesterday have egg on their faces I made a decision that was right for me and my financial position. Cost basis down again"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021962215478509638)  2026-02-12T14:58Z [----] followers, [----] engagements


"The market seems to agree with my concerns. Anonymous X mobs need to chill out. These are great prices to buy $TE at. I'm one of the biggest $TE bulls on here. But I'm not going to pretend the sudden termination of their Chief Accounting Officer doesn't raise questions. Denise Cruz was terminated on Feb [--]. Same day they promoted the SEC reporting lead to replace her. No transition period. I'm one of the biggest $TE bulls on here. But I'm not going to pretend the sudden termination of their Chief Accounting Officer doesn't raise questions. Denise Cruz was terminated on Feb [--]. Same day they"  
[X Link](https://x.com/CoffeeStocksGuy/status/2021977218180948304)  2026-02-12T15:58Z [----] followers, [----] engagements


"On Wednesday I questioned $TE's sudden CAO termination. The response was intense. So I pulled every 13F filing and every SEC Form [--]. What I found Smart money is completely split on $TE: BULL SIDE: Vanguard +58% UBS +698% Goldman +267% BEAR SIDE: KIM LLC dumped 82% of their position. [--] NEW institutional positions this quarter. [--] fully exited. Plus: [--]. Culper's short report (FUD but concerns linger). [--]. The RWE lawsuit. [--]. The CAO termination. And now Pomerantz Law Firm investigating. Full breakdown with every number this afternoon. 👇 https://twitter.com/i/web/status/2022268262504161755"  
[X Link](https://x.com/CoffeeStocksGuy/status/2022268262504161755)  2026-02-13T11:15Z [----] followers, [----] engagements


"$ONDS just acquired Rotron Aerospace - a UK-based developer of long-range unmanned strike platforms for defence customers. Why this matters for the autonomous defence thesis: NATO footprint - Ondas now has UK defence manufacturing capability 🎯 Autonomous strike platforms- the exact category every Western military is scaling right now 📋 Adds to a run of catalysts: In the last [--] weeks: $959M capital raise at 17.5% premium ($16.45/share) $30M Israel demining contract (largest ever in the country) Asia-Pacific government defence deal via Airobotics DoW Blue List approval for Optimus drone And"  
[X Link](https://x.com/CoffeeStocksGuy/status/2022301984385352042)  2026-02-13T13:29Z [----] followers, [----] engagements


"This week I questioned $TE's CAO termination. I pulled every 13F filing and SEC Form [--]. The result Smart money is completely divided on $TE. Here's the full picture: THE BULL CASE - Institutions are piling in: Vanguard increased their position 58% QoQ - now holds 10.5M shares UBS surged 698% QoQ - 4.5M shares Goldman Sachs increased 267% - 1.4M shares BNP Paribas up 5484% - 1.5M shares [--] NEW institutional positions opened this quarter THE BEAR CASE - Others are running: KIM LLC dumped 81.7% of their position - sold 5.8M shares in one quarter Franklin Resources reduced 11.4% Cambridge"  
[X Link](https://x.com/CoffeeStocksGuy/status/2022324886249808079)  2026-02-13T15:00Z [----] followers, [----] engagements


"$TE remains red on a day of green. Many have attacked me for my concerns citing a 'rotation' where risk-on stocks have taken a hit. Whilst this is absolutely true surely we can all admit that it's worrying to see $TE still declining on a day of green across the board. Why is this"  
[X Link](https://x.com/CoffeeStocksGuy/status/2022353283076018448)  2026-02-13T16:52Z [----] followers, [----] engagements


"@mikealfred @stox_trader I need to add too. How does it compare to $MSTR or $MTPLF mike"  
[X Link](https://x.com/CoffeeStocksGuy/status/2022354004236447937)  2026-02-13T16:55Z [----] followers, [---] engagements


"@JaysWorldView Smart money isnt dumping"  
[X Link](https://x.com/CoffeeStocksGuy/status/2022394068945502379)  2026-02-13T19:34Z [----] followers, [---] engagements


"DO YOU SEE IT The institutions are desperate for you to sell your shares to them. They know $TE is a $20 minimum stock. Don't let them flush you"  
[X Link](https://x.com/CoffeeStocksGuy/status/2015803970367725582)  2026-01-26T15:08Z [----] followers, [----] engagements


"$TE candle looks kinda nice. Idk maybe you want to buy some soon"  
[X Link](https://x.com/CoffeeStocksGuy/status/2016160175657246828)  2026-01-27T14:43Z [----] followers, [----] engagements


"$TE IS NOW GREEN IN PRE-MARKET Unbelievable strength"  
[X Link](https://x.com/CoffeeStocksGuy/status/2018303609813794963)  2026-02-02T12:40Z [----] followers, [---] engagements


"Really interesting insight. @elonmusk should look into $TE @T1_Energy 👀👀 10B humanoids @ [---] W each [--] TW Global electricity demand is [---] TW today. We need a LOT of solar panels [--] TW to get to [--] Optimus per person. https://t.co/HrVh8gqpVt 10B humanoids @ [---] W each [--] TW Global electricity demand is [---] TW today. We need a LOT of solar panels [--] TW to get to [--] Optimus per person. https://t.co/HrVh8gqpVt"  
[X Link](https://x.com/CoffeeStocksGuy/status/2018305645519208506)  2026-02-02T12:48Z [----] followers, [---] engagements


"$TE. Elon gets it. Solar is not A source of energy it is THE source of energy Solar is not A source of energy it is THE source of energy"  
[X Link](https://x.com/CoffeeStocksGuy/status/2018306417833239011)  2026-02-02T12:52Z [----] followers, [---] engagements


"SECTION 1: THE DAMAGE The Numbers: ATH: $9.43 (Jan 28) Current: $8.33 (Feb 2) Drop: -11.7% in [--] hours Volume: 16.31M (2x normal) But compare to the indices: S&P 500: -1.2% Russell 2000: -2.0% TE underperformance: 9.5x the market Why the violence Small-cap + low float + energy exposure = amplified everything. This wasnt a $TE problem. This was a macro tsunami"  
[X Link](https://x.com/CoffeeStocksGuy/status/2018309778145968590)  2026-02-02T13:05Z [---] followers, [--] engagements


"SECTION 2: THE PERFECT STORM (What Killed Risk Assets) Four events collided in [--] hours: [--] Kevin Warsh Fed Nomination (Jan 30) Trump picked a hawk Translation: Easy money is OVER Dollar surged (strongest day since May 25) [--] Crypto Liquidation Event (Jan 31) $2.56 BILLION liquidated in [--] hrs Bitcoin: $88K $77K (-12.5%) 95% were LONG positions = massacre [--] Gold/Silver Historic Crash (Jan 31-Feb 2) Gold: -17% (worst since 1980) Silver: -36% collapse CME margin calls cascaded everywhere [--] Oil Tanks on Iran News (Feb 2) Brent crude -4.5% to $66 Trump signals Iran seriously talking No war premium"  
[X Link](https://x.com/CoffeeStocksGuy/status/2018309781048418507)  2026-02-02T13:05Z [---] followers, [--] engagements


"SECTION 7: THE THESIS What just happened: Macro panic created forced panic across ALL risk assets. What didnt happen: TE fundamentals didnt break G2 Austin didnt get canceled AI power demand didnt disappear Whats next: Shorts added at $9.30-9.40 $8.20 support = strong floor Break above $9.50 = covering cascade to $11-12 This was a shakeout. Not a breakdown"  
[X Link](https://x.com/CoffeeStocksGuy/status/2018309792263991462)  2026-02-02T13:05Z [----] followers, [--] engagements


"CLOSING The Bottom Line: The macro threw a grenade. $TE took shrapnel. But its not fatal. ✅ Fundamentals intact ✅ Shorts trapped ✅ Weekly trend bullish ✅ $8.20 support holding You dont sell the bottom of a macro correction. You hold through the storm and let the shorts pay you to exit. My bet: 60% chance were back at $9+ by Friday. https://twitter.com/i/web/status/2018309794902229304 https://twitter.com/i/web/status/2018309794902229304"  
[X Link](https://x.com/CoffeeStocksGuy/status/2018309794902229304)  2026-02-02T13:05Z [----] followers, [--] engagements


"$TE breaks $9"  
[X Link](https://x.com/CoffeeStocksGuy/status/2018333262465163590)  2026-02-02T14:38Z [---] followers, [---] engagements


"I said ti would hit $9 by Friday. Already hit it in under [--] mins hahahha Ridiculous stock $TE T1 ENERGY ($TE) - THE MACRO COLLISION $TE just dropped 11.7% from its ATH in [--] days. But heres what Wall Street isnt telling you: The fundamentals didnt change. The market just had a panic attack. A thread on what really happened what the data shows and where we go from T1 ENERGY ($TE) - THE MACRO COLLISION $TE just dropped 11.7% from its ATH in [--] days. But heres what Wall Street isnt telling you: The fundamentals didnt change. The market just had a panic attack. A thread on what really happened"  
[X Link](https://x.com/CoffeeStocksGuy/status/2018333422586884379)  2026-02-02T14:39Z [----] followers, [---] engagements


"Green in a sea of red. $TE Green in a sea of red. $TE https://t.co/VmMPnvmpDh Green in a sea of red. $TE https://t.co/VmMPnvmpDh"  
[X Link](https://x.com/CoffeeStocksGuy/status/2018359906412212721)  2026-02-02T16:24Z [----] followers, [---] engagements


"Pre-market update: $TE opens up 3% 💚 Another retest of $9.50 today"  
[X Link](https://x.com/CoffeeStocksGuy/status/2018622153873305851)  2026-02-03T09:46Z [----] followers, [---] engagements


"@moninvestor @grok whats the news on HIMS"  
[X Link](https://x.com/CoffeeStocksGuy/status/2019410514032672846)  2026-02-05T13:59Z [----] followers, [--] engagements


"@grok @moninvestor Wow this is awesome Well done @moninvestor"  
[X Link](https://x.com/CoffeeStocksGuy/status/2019411076795036148)  2026-02-05T14:01Z [----] followers, [--] engagements


"@Fudgemenaw @ZynxBTC Thanks for that breakdown mate. I am looking to get into $ALCPB when sentiment turns. Easier to own in my ISA than $SWC"  
[X Link](https://x.com/CoffeeStocksGuy/status/1994052451549209087)  2025-11-27T14:35Z [----] followers, [---] engagements


"- Sunday Portfolio Update - The Coffee House Stocks Portfolio Value: 3887/ $5190/ [------] BTC Cipher Mining $CIFR: 46.84% Meta Platforms $META:13.59% CleanSpark $CLSK: 10.84% Ondas $ONDS: 7.60% Novo Nordisk $NVO: 5.12% Constellation Brands $STZ: 4.99% Nebius Group $NBIS : 2.63% Richtech Robotics $RR: 2.56% Cash: 5.83% Eyes on: $PATH $ARQQ $RGTI $MSTR $ALCPB The Coffee House Strategic Bitcoin reserve🧡 Current holdings: [-------] $BTC Total value: Milestone 1: [---] BTC ✅ Next milestone: [----] BTC Net worth: [-----] / $14172/0.1625 BTC A busy week. Not satisfied with current portfolio but continuing"  
[X Link](https://x.com/CoffeeStocksGuy/status/1997700710981324866)  2025-12-07T16:12Z [----] followers, [----] engagements


"Two names on my watchlist today for potential positions: $IREN $NBIS Theyre staying pretty flat look to be coiling up for some action👀. Lemme know if you think this is a good idea"  
[X Link](https://x.com/CoffeeStocksGuy/status/1998649610160439441)  2025-12-10T07:02Z [----] followers, [---] engagements


"@Sammoneytalks @Sammy_Rigger Legend. Whats your first stack target"  
[X Link](https://x.com/CoffeeStocksGuy/status/2019360587827036317)  2026-02-05T10:40Z [----] followers, [--] engagements


"2/6 SECTOR VALUATION GAP Current trading multiples show a sharp divergence between established operators and high-growth space peers. $RKLB: 84x Sales $ASTS: 1800x Sales $SATS: 2.5x Sales / 8.0x EBITDA Market is pricing SATS on legacy debt risks rather than forward liquidity. 👇 Insert Updated Valuation Chart"  
[X Link](https://x.com/CoffeeStocksGuy/status/2012221031113470143)  2026-01-16T17:50Z [----] followers, [--] engagements

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