[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @EarningsMindset The Earnings Mindset The Earnings Mindset posts on X about $btc, ai, level, $nvda the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1992502613347360768/interactions)  - X Week XXXXXX +25% ### Mentions: XX [#](/creator/twitter::1992502613347360768/posts_active)  - X Week XX -XX% ### Followers: XXX [#](/creator/twitter::1992502613347360768/followers)  - X Week XXX +132% ### CreatorRank: XXXXXXX [#](/creator/twitter::1992502613347360768/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [technology brands](/list/technology-brands) XXX% [countries](/list/countries) XXX% [exchanges](/list/exchanges) XXXX% **Social topic influence** [$btc](/topic/$btc) #1104, [ai](/topic/ai) 6.12%, [level](/topic/level) 5.1%, [$nvda](/topic/$nvda) #755, [mindset](/topic/mindset) #1131, [balance sheet](/topic/balance-sheet) #1064, [$eth](/topic/$eth) #1227, [if you](/topic/if-you) 3.06%, [bitcoin](/topic/bitcoin) #5905, [strong](/topic/strong) XXXX% **Top accounts mentioned or mentioned by** [@bitmnr](/creator/undefined) [@strategy](/creator/undefined) [@fundstrat](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@saylor](/creator/undefined) [@mikealfred](/creator/undefined) [@thelonginvest](/creator/undefined) [@trendspider](/creator/undefined) [@merlijntrader](/creator/undefined) [@ashcrypto](/creator/undefined) [@divestech](/creator/undefined) [@cool808surfer](/creator/undefined) [@mrderivatives](/creator/undefined) [@bitcoinarchive](/creator/undefined) [@pwallmann5](/creator/undefined) [@vivek4real](/creator/undefined) [@adrian](/creator/undefined) [@elonmusk](/creator/undefined) [@amundieng](/creator/undefined) [@gabrielabed](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/$btc) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Ethereum (ETH)](/topic/$eth) [Oklo Inc. (OKLO)](/topic/$oklo) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [PolkaBridge (PBR)](/topic/$pbr) [IREN Limited (IREN)](/topic/$iren) [Archer Aviation Inc. (ACHR)](/topic/$achr) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Sleepless AI (AI)](/topic/$ai) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) ### Top Social Posts Top posts by engagements in the last XX hours "@BitMNR Spot bid finally outmuscling derivatives is exactly what a real bottom looks like. Structurally long $ETH with a treasury + staking engine starts to look a lot more interesting when spot wallets not perps are doing the heavy lifting" [X Link](https://x.com/EarningsMindset/status/1997948010865872994) 2025-12-08T08:35Z XXX followers, XXX engagements "Archer is quietly building a launchpad here. 🚁 Daily chart: $ACHR just printed a strong green candle back above the key 8.2-8.3 zone that acted as support in August and then resistance on the way down. RSI has turned up hard from oversold and is breaking above its moving average signaling momentum is shifting from forced selling to accumulation. As long as price holds above the 7.7-8.0 area this looks like the early stage of a trend reversal rather than just a dead cat bounce. My roadmap from here: End of this month: watching for a move toward the 10-11 area where the last breakdown started" [X Link](https://x.com/EarningsMindset/status/1996326516419125380) 2025-12-03T21:11Z XXX followers, XXX engagements "Update on $OKLO: this is what a proper reset turning into repair looks like. ⚛📈 Daily follow up: Price exploded off the XXX area and is now pushing into the 110-115 supply zone Todays big green candle is the strongest since October showing sellers finally out of ammo RSI has reclaimed XX and is curling higher classic early stage trend reversal behavior The higher low base above the XX support area is getting confirmed rather than broken As long as $OKLO holds roughly 95-100 my roadmap just carries higher odds now: Next X month: a push into the 120-125 zone as dip buyers and momentum funds" [X Link](https://x.com/EarningsMindset/status/1996669592605737321) 2025-12-04T19:55Z XXX followers, XXX engagements "@mikealfred When macro sentiment and small caps all flip green at once $BTC usually doesnt walk into year end it sprints. 🚀" [X Link](https://x.com/EarningsMindset/status/1996962368484491471) 2025-12-05T15:18Z XXX followers, 1106 engagements "@TrendSpider When price volume and structure all point the same way fading the move is just ego. Feels more like a ride $NQ then sell rips later regime than short every bounce right now. 👀" [X Link](https://x.com/EarningsMindset/status/1996963504096457148) 2025-12-05T15:22Z XXX followers, XX engagements "@AshCrypto If a XX minute liquidation wave can change your view on $BTC and $ETH you were trading noise not the thesis. These two write their story in cycles not in X minute wicks" [X Link](https://x.com/EarningsMindset/status/1996983367707807942) 2025-12-05T16:41Z XXX followers, 4911 engagements "When people say AI is commoditized I just look at $NVDA. Nvidia just rolled out the biggest upgrade to CUDA since 2006: CUDA XXXX plus CUDA Tile. This is not cosmetic. It lets devs write higher level code then lets the runtime handle the gritty tensor core details and tile based parallelism across GPUs. In plain English: more performance less friction and an even deeper software moat around Nvidias AI hardware. If CUDA Tile becomes the default language of AI infra $NVDA is not just selling chips it is owning the operating layer of accelerated computing. Follow for more asymmetric plays in AI" [X Link](https://x.com/EarningsMindset/status/1997010444712575196) 2025-12-05T18:29Z XXX followers, XXX engagements "$BTC weekly is reminding everyone what a real bull market pullback looks like. 👀 Higher time frame: Price snapped back above 90k after a sharp three-week flush from the 120k area Weekly RSI still in the high 30s while its moving average grinds down near XX classic early-stage repair after a momentum blow-off Current candle building a higher low vs. last weeks spike into the low 80s Roadmap from here: As long as 80k82k holds on weekly closes this is a volatility reset inside a larger uptrend not a completed top First resistance 96k100k (where the breakdown started); reclaiming it puts prior" [X Link](https://x.com/EarningsMindset/status/1997318629654671602) 2025-12-06T14:54Z XXX followers, XXX engagements "$ASTS is one of the most compelling asymmetric bets in public markets today. The market still prices it like a science project despite the significant de-risking in the last earnings call. The thesis is now simple: execution and commercial adoption. We track X critical drivers for a potential re rating. 👇 1.Launch Cadence 🛰 Timely and successful deployment of the initial Block X BlueBird satellites. This is the primary near term operational risk. 2.Service Activation 📶 Converting todays test connections into reliable intermittent coverage across the first target markets (US MENA). 3.MNO" [X Link](https://x.com/EarningsMindset/status/1997473812657426871) 2025-12-07T01:10Z XXX followers, XXX engagements "$PBR daily Big risk-off day in Brazil and $PBR prints a wide red daily candle pulling back into the 12.112.3 area which is the former breakout level from early November. Technically as long as this zone holds this is a clean retest after the spike toward XXXX not a full breakdown. Below XXXX next meaningful support sits around 11.611.7. RSI has reversed from overbought near XX down toward 4042 so momentum has cooled but we are not in a clear oversold zone yet. A constructive bull signal would be stabilization here with a higher low on RSI and a daily close back above XXXX which would reopen" [X Link](https://x.com/EarningsMindset/status/1997020053305544808) 2025-12-05T19:07Z XXX followers, 1215 engagements "If you like getting paid while you wait for asymmetry $PBRs weekly chart is still quietly setting up. 🛢 Weekly view: Price is back testing the XXXX - XXXX band that has acted as support multiple times this year The whole year has been a choppy XXXX - XXXX range but each dip into the low 12s has attracted buyers instead of triggering a full breakdown Weekly RSI is hovering just under XX not euphoric and not broken which fits a healthy consolidation after the last push toward XXXX My simple roadmap from here: As long as $PBR holds above roughly XXXX on a weekly closing basis I still view this" [X Link](https://x.com/EarningsMindset/status/1997265779817947225) 2025-12-06T11:24Z XXX followers, XXX engagements "$ASTS weekly still looks like a leader not a failed bounce. Big green candle +31% closing near XX inside the old 7075 breakdown zone weekly RSI back above XX. Classic bull trend behavior. Key levels: Support: 6065 Resistance: 8085 Bigger supply: 95100 Base case 3-month range: 8090. If trend holds 95105 possible in X months; 110120 only in strong risk-on tape. Follow @EarningsMindset for more asymmetric setups in space AI infra and crypto-linked names. #ASTS #SpaceEconomy #Stocks" [X Link](https://x.com/EarningsMindset/status/1997339810743079067) 2025-12-06T16:18Z XXX followers, XXX engagements "⚡ $EOSE is not a battery stock; its a domestic grid infrastructure play. The market still treats it like a speculative chemistry bet but Q3 2025 proved otherwise: zinc-bromine is scaling as a safer long-duration solution for industrial grid stabilization. What Q3 confirmed 👇 X. Execution validation Q3 revenue hit $30.5M (2x Q2) with a XX percentage point gross margin improvement. The company is now converting LCOS and manufacturing gains into real operating leverage. X. Safety and fire risk Lithium systems risk thermal runaway and require complex fire mitigation. $EOSEs zinc-bromine" [X Link](https://x.com/EarningsMindset/status/1997741926095712651) 2025-12-07T18:56Z XXX followers, 13.5K engagements "@TheLongInvest Smart people use edge as their leverage. If your process time horizon and sizing are doing the heavy lifting you dont need borrowed money to force outcomes" [X Link](https://x.com/EarningsMindset/status/1997776755885547846) 2025-12-07T21:14Z XXX followers, XXX engagements "🔥 WAKE UP FIN TWIT. $BMNR is the $ETH super treasury hiding in plain sight. You're buying the balance sheet at a fire sale and getting the growth engine for free. Everyone is chasing $AI tickers while this non-AI compounding machine trades around its liquidation floor. The setup is simple 👇 X The $12B asset floor $BMNR holds 3.63M $ETH XXX $BTC and $800M cash. Thats nearly $12B in assets with zero debt. At todays price youre paying close to spot NAVa hard floor. Youre buying the treasury not a story stock. X The staking engine the market is ignoring The stack isnt idle. The $ETH is staked" [X Link](https://x.com/EarningsMindset/status/1997785208977002593) 2025-12-07T21:48Z XXX followers, XXX engagements "🔥 $OKLO SLEEPER ALERT: This is not a story stock. Its a fully funded vertically integrated nuclear utility in the making. Pre-market strength shows the market finally pricing firm clean power + a de-risked balance sheet as structural not cyclical. Youre buying scarce 24/7 carbon-free baseload exposure. 👇 X Pillars De-risking the $OKLO Thesis X Regulatory fast lane (DOE moat) Selected for X DOE reactor pilot projects including Aurora at INL. Government-backed authorization track massively de-risks the path to revenue while peers fight for basic NRC approval. X Execution & supply chain" [X Link](https://x.com/EarningsMindset/status/1997998868089254140) 2025-12-08T11:57Z XXX followers, XXX engagements "@Strategy Stacking 10624 more $BTC at $90K with a XXXX% BTC yield YTD is how you turn a treasury asset into an operating engine. This isnt trading the cycleits weaponizing the balance sheet for the next decade" [X Link](https://x.com/EarningsMindset/status/1998016123531395385) 2025-12-08T13:05Z XXX followers, 4512 engagements "🔥 The $CRWV 2B convertible is not dilutionits a balance sheet weapon. If you sold on the headline you traded emotion over math. This isnt meme financing. Its how an AI infra player secures long-duration advantage in a capital-intensive arms race. 👇 X. Credit market due diligence Raising $2B + $300M greenshoe in 2031 senior converts is a deep institutional validation. Tourists do episodic secondaries. Serious infra platforms tap long-dated credit after lenders review contracts and pipelines. X. Cheaper capital deferred equity Converts push any potential equity issuance far out and usually at" [X Link](https://x.com/EarningsMindset/status/1998017256148635997) 2025-12-08T13:10Z XXX followers, XXX engagements "Everyone talks about AI winners but this is what a standard looks like. Going from XX% to XX% in X years means $NVDA isnt just selling chipsits owning the software stack ecosystem and mindshare around AI compute. You dont fade the company that became the default for data centers" [X Link](https://x.com/EarningsMindset/status/1998065588317352079) 2025-12-08T16:22Z XXX followers, XXX engagements "🔥 $ONDS IS THE ULTIMATE BATTLE-TESTED ASYMMETRY PLAY. The market is finally woke up to the Defense Tech moat. This isnt an AI narrative small cap. Ondas is quietly building a combat-proven defense infrastructure platform through smart capital allocation and acquisitions. 👇 X Ukraine R&D Bridge The up-to-$11M investment in Drone Fight Group is a direct access to Ukrainian battlefield R&D flowing into a listed U.S. vehiclegiving a 5-year innovation head start no lab can replicate. X NDAA Moat Bringing that tech into a U.S./allied NDAA-compliant manufacturing base creates an instant regulatory" [X Link](https://x.com/EarningsMindset/status/1998085271460417944) 2025-12-08T17:40Z XXX followers, XXX engagements "@KobeissiLetter Policy risk just flipped into upside optionality for $NVDA. If China comes back online for H200s the over-earning debate is dead for a while the real constraint goes back to power fabs and supply not demand" [X Link](https://x.com/EarningsMindset/status/1998091268874969593) 2025-12-08T18:04Z XXX followers, 1368 engagements "🔥 THE $NVDA CHINA HEADLINE IS STILL RUMOR. But the market is already telling you how big it could be if confirmed. Reports that H200 sales to China may be back on the table are not confirmed policy yet. But even rumor-level optionality is enough to move a name like $NVDA when positioning is offside. Heres how I frame it 👇 X From Zero to Optionality China was priced as a write off in most models. A mere rumor of reopened export channels forces the market to reinsert upside that was assumed gone. X Policy Optionality = Multiple Support This is not about todays EPS. It is about the idea that" [X Link](https://x.com/EarningsMindset/status/1998094437470089268) 2025-12-08T18:16Z XXX followers, XX engagements "🧠 $IREN shorts are betting against the AI infrastructure shift. They still see a Bitcoin miner while management is quietly building a vertically integrated AI cloud platform. Q1 FY26 made this explicit: X AI scale is locked in roadmap to 140000 $NVDA GPUs online by end 2026 underpinning $3.4B annualized run-rate revenue when fully ramped including a $9.7B AI cloud contract with $MSFT. X Power + location moat X GW of secured power with flagship hubs like Sweetwater and Childress designed for XXX MW+ superclusters and next-gen liquid-cooled GPUs. This is the scarce input hyperscalers chase. 3" [X Link](https://x.com/EarningsMindset/status/1997619479010836744) 2025-12-07T10:49Z XXX followers, XXX engagements "🔥 $IREN HTF RETEST CONFIRMED. The power capacity king is defending the September breakout level in real time. The entire selloff has been absorbed right into the 45-46 prior breakout zone. Thats not distribution; thats disciplined structural accumulation by smart money that understands the power moat. 👇 X. Structural retest holding The market tested the 45-46 band exactly where the last expansion leg launched. Holding here means early buyers are defending size. If this were a failed breakout price would already be below this zone. Instead its becoming the new institutional demand area. 2." [X Link](https://x.com/EarningsMindset/status/1998143117929677311) 2025-12-08T21:30Z XXX followers, XXX engagements "@Strategy Bitcoin is the raw wattage Strategy is the yield curve. Turning block-space volatility into predictable cashflow streams is exactly how you build serious institutional rails on top of $BTC" [X Link](https://x.com/EarningsMindset/status/1998389373662826552) 2025-12-09T13:48Z XXX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@EarningsMindset The Earnings Mindset
The Earnings Mindset posts on X about $btc, ai, level, $nvda the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +25%
Mentions: XX #
- X Week XX -XX%
Followers: XXX #
- X Week XXX +132%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies XXXX% technology brands XXX% countries XXX% exchanges XXXX%
Social topic influence $btc #1104, ai 6.12%, level 5.1%, $nvda #755, mindset #1131, balance sheet #1064, $eth #1227, if you 3.06%, bitcoin #5905, strong XXXX%
Top accounts mentioned or mentioned by @bitmnr @strategy @fundstrat @aleabitoreddit @saylor @mikealfred @thelonginvest @trendspider @merlijntrader @ashcrypto @divestech @cool808surfer @mrderivatives @bitcoinarchive @pwallmann5 @vivek4real @adrian @elonmusk @amundieng @gabrielabed
Top assets mentioned Bitcoin (BTC) NVIDIA Corp. (NVDA) Ethereum (ETH) Oklo Inc. (OKLO) AST SpaceMobile, Inc. Class A Common Stock (ASTS) PolkaBridge (PBR) IREN Limited (IREN) Archer Aviation Inc. (ACHR) Eos Energy Enterprises, Inc. (EOSE) BITMINE IMMERSION TECH (BMNR) Sleepless AI (AI) CoreWeave, Inc. (CRWV) Ondas Holdings Inc. Common Stock (ONDS)
Top Social Posts
Top posts by engagements in the last XX hours
"@BitMNR Spot bid finally outmuscling derivatives is exactly what a real bottom looks like. Structurally long $ETH with a treasury + staking engine starts to look a lot more interesting when spot wallets not perps are doing the heavy lifting"
X Link 2025-12-08T08:35Z XXX followers, XXX engagements
"Archer is quietly building a launchpad here. 🚁 Daily chart: $ACHR just printed a strong green candle back above the key 8.2-8.3 zone that acted as support in August and then resistance on the way down. RSI has turned up hard from oversold and is breaking above its moving average signaling momentum is shifting from forced selling to accumulation. As long as price holds above the 7.7-8.0 area this looks like the early stage of a trend reversal rather than just a dead cat bounce. My roadmap from here: End of this month: watching for a move toward the 10-11 area where the last breakdown started"
X Link 2025-12-03T21:11Z XXX followers, XXX engagements
"Update on $OKLO: this is what a proper reset turning into repair looks like. ⚛📈 Daily follow up: Price exploded off the XXX area and is now pushing into the 110-115 supply zone Todays big green candle is the strongest since October showing sellers finally out of ammo RSI has reclaimed XX and is curling higher classic early stage trend reversal behavior The higher low base above the XX support area is getting confirmed rather than broken As long as $OKLO holds roughly 95-100 my roadmap just carries higher odds now: Next X month: a push into the 120-125 zone as dip buyers and momentum funds"
X Link 2025-12-04T19:55Z XXX followers, XXX engagements
"@mikealfred When macro sentiment and small caps all flip green at once $BTC usually doesnt walk into year end it sprints. 🚀"
X Link 2025-12-05T15:18Z XXX followers, 1106 engagements
"@TrendSpider When price volume and structure all point the same way fading the move is just ego. Feels more like a ride $NQ then sell rips later regime than short every bounce right now. 👀"
X Link 2025-12-05T15:22Z XXX followers, XX engagements
"@AshCrypto If a XX minute liquidation wave can change your view on $BTC and $ETH you were trading noise not the thesis. These two write their story in cycles not in X minute wicks"
X Link 2025-12-05T16:41Z XXX followers, 4911 engagements
"When people say AI is commoditized I just look at $NVDA. Nvidia just rolled out the biggest upgrade to CUDA since 2006: CUDA XXXX plus CUDA Tile. This is not cosmetic. It lets devs write higher level code then lets the runtime handle the gritty tensor core details and tile based parallelism across GPUs. In plain English: more performance less friction and an even deeper software moat around Nvidias AI hardware. If CUDA Tile becomes the default language of AI infra $NVDA is not just selling chips it is owning the operating layer of accelerated computing. Follow for more asymmetric plays in AI"
X Link 2025-12-05T18:29Z XXX followers, XXX engagements
"$BTC weekly is reminding everyone what a real bull market pullback looks like. 👀 Higher time frame: Price snapped back above 90k after a sharp three-week flush from the 120k area Weekly RSI still in the high 30s while its moving average grinds down near XX classic early-stage repair after a momentum blow-off Current candle building a higher low vs. last weeks spike into the low 80s Roadmap from here: As long as 80k82k holds on weekly closes this is a volatility reset inside a larger uptrend not a completed top First resistance 96k100k (where the breakdown started); reclaiming it puts prior"
X Link 2025-12-06T14:54Z XXX followers, XXX engagements
"$ASTS is one of the most compelling asymmetric bets in public markets today. The market still prices it like a science project despite the significant de-risking in the last earnings call. The thesis is now simple: execution and commercial adoption. We track X critical drivers for a potential re rating. 👇 1.Launch Cadence 🛰 Timely and successful deployment of the initial Block X BlueBird satellites. This is the primary near term operational risk. 2.Service Activation 📶 Converting todays test connections into reliable intermittent coverage across the first target markets (US MENA). 3.MNO"
X Link 2025-12-07T01:10Z XXX followers, XXX engagements
"$PBR daily Big risk-off day in Brazil and $PBR prints a wide red daily candle pulling back into the 12.112.3 area which is the former breakout level from early November. Technically as long as this zone holds this is a clean retest after the spike toward XXXX not a full breakdown. Below XXXX next meaningful support sits around 11.611.7. RSI has reversed from overbought near XX down toward 4042 so momentum has cooled but we are not in a clear oversold zone yet. A constructive bull signal would be stabilization here with a higher low on RSI and a daily close back above XXXX which would reopen"
X Link 2025-12-05T19:07Z XXX followers, 1215 engagements
"If you like getting paid while you wait for asymmetry $PBRs weekly chart is still quietly setting up. 🛢 Weekly view: Price is back testing the XXXX - XXXX band that has acted as support multiple times this year The whole year has been a choppy XXXX - XXXX range but each dip into the low 12s has attracted buyers instead of triggering a full breakdown Weekly RSI is hovering just under XX not euphoric and not broken which fits a healthy consolidation after the last push toward XXXX My simple roadmap from here: As long as $PBR holds above roughly XXXX on a weekly closing basis I still view this"
X Link 2025-12-06T11:24Z XXX followers, XXX engagements
"$ASTS weekly still looks like a leader not a failed bounce. Big green candle +31% closing near XX inside the old 7075 breakdown zone weekly RSI back above XX. Classic bull trend behavior. Key levels: Support: 6065 Resistance: 8085 Bigger supply: 95100 Base case 3-month range: 8090. If trend holds 95105 possible in X months; 110120 only in strong risk-on tape. Follow @EarningsMindset for more asymmetric setups in space AI infra and crypto-linked names. #ASTS #SpaceEconomy #Stocks"
X Link 2025-12-06T16:18Z XXX followers, XXX engagements
"⚡ $EOSE is not a battery stock; its a domestic grid infrastructure play. The market still treats it like a speculative chemistry bet but Q3 2025 proved otherwise: zinc-bromine is scaling as a safer long-duration solution for industrial grid stabilization. What Q3 confirmed 👇 X. Execution validation Q3 revenue hit $30.5M (2x Q2) with a XX percentage point gross margin improvement. The company is now converting LCOS and manufacturing gains into real operating leverage. X. Safety and fire risk Lithium systems risk thermal runaway and require complex fire mitigation. $EOSEs zinc-bromine"
X Link 2025-12-07T18:56Z XXX followers, 13.5K engagements
"@TheLongInvest Smart people use edge as their leverage. If your process time horizon and sizing are doing the heavy lifting you dont need borrowed money to force outcomes"
X Link 2025-12-07T21:14Z XXX followers, XXX engagements
"🔥 WAKE UP FIN TWIT. $BMNR is the $ETH super treasury hiding in plain sight. You're buying the balance sheet at a fire sale and getting the growth engine for free. Everyone is chasing $AI tickers while this non-AI compounding machine trades around its liquidation floor. The setup is simple 👇 X The $12B asset floor $BMNR holds 3.63M $ETH XXX $BTC and $800M cash. Thats nearly $12B in assets with zero debt. At todays price youre paying close to spot NAVa hard floor. Youre buying the treasury not a story stock. X The staking engine the market is ignoring The stack isnt idle. The $ETH is staked"
X Link 2025-12-07T21:48Z XXX followers, XXX engagements
"🔥 $OKLO SLEEPER ALERT: This is not a story stock. Its a fully funded vertically integrated nuclear utility in the making. Pre-market strength shows the market finally pricing firm clean power + a de-risked balance sheet as structural not cyclical. Youre buying scarce 24/7 carbon-free baseload exposure. 👇 X Pillars De-risking the $OKLO Thesis X Regulatory fast lane (DOE moat) Selected for X DOE reactor pilot projects including Aurora at INL. Government-backed authorization track massively de-risks the path to revenue while peers fight for basic NRC approval. X Execution & supply chain"
X Link 2025-12-08T11:57Z XXX followers, XXX engagements
"@Strategy Stacking 10624 more $BTC at $90K with a XXXX% BTC yield YTD is how you turn a treasury asset into an operating engine. This isnt trading the cycleits weaponizing the balance sheet for the next decade"
X Link 2025-12-08T13:05Z XXX followers, 4512 engagements
"🔥 The $CRWV 2B convertible is not dilutionits a balance sheet weapon. If you sold on the headline you traded emotion over math. This isnt meme financing. Its how an AI infra player secures long-duration advantage in a capital-intensive arms race. 👇 X. Credit market due diligence Raising $2B + $300M greenshoe in 2031 senior converts is a deep institutional validation. Tourists do episodic secondaries. Serious infra platforms tap long-dated credit after lenders review contracts and pipelines. X. Cheaper capital deferred equity Converts push any potential equity issuance far out and usually at"
X Link 2025-12-08T13:10Z XXX followers, XXX engagements
"Everyone talks about AI winners but this is what a standard looks like. Going from XX% to XX% in X years means $NVDA isnt just selling chipsits owning the software stack ecosystem and mindshare around AI compute. You dont fade the company that became the default for data centers"
X Link 2025-12-08T16:22Z XXX followers, XXX engagements
"🔥 $ONDS IS THE ULTIMATE BATTLE-TESTED ASYMMETRY PLAY. The market is finally woke up to the Defense Tech moat. This isnt an AI narrative small cap. Ondas is quietly building a combat-proven defense infrastructure platform through smart capital allocation and acquisitions. 👇 X Ukraine R&D Bridge The up-to-$11M investment in Drone Fight Group is a direct access to Ukrainian battlefield R&D flowing into a listed U.S. vehiclegiving a 5-year innovation head start no lab can replicate. X NDAA Moat Bringing that tech into a U.S./allied NDAA-compliant manufacturing base creates an instant regulatory"
X Link 2025-12-08T17:40Z XXX followers, XXX engagements
"@KobeissiLetter Policy risk just flipped into upside optionality for $NVDA. If China comes back online for H200s the over-earning debate is dead for a while the real constraint goes back to power fabs and supply not demand"
X Link 2025-12-08T18:04Z XXX followers, 1368 engagements
"🔥 THE $NVDA CHINA HEADLINE IS STILL RUMOR. But the market is already telling you how big it could be if confirmed. Reports that H200 sales to China may be back on the table are not confirmed policy yet. But even rumor-level optionality is enough to move a name like $NVDA when positioning is offside. Heres how I frame it 👇 X From Zero to Optionality China was priced as a write off in most models. A mere rumor of reopened export channels forces the market to reinsert upside that was assumed gone. X Policy Optionality = Multiple Support This is not about todays EPS. It is about the idea that"
X Link 2025-12-08T18:16Z XXX followers, XX engagements
"🧠 $IREN shorts are betting against the AI infrastructure shift. They still see a Bitcoin miner while management is quietly building a vertically integrated AI cloud platform. Q1 FY26 made this explicit: X AI scale is locked in roadmap to 140000 $NVDA GPUs online by end 2026 underpinning $3.4B annualized run-rate revenue when fully ramped including a $9.7B AI cloud contract with $MSFT. X Power + location moat X GW of secured power with flagship hubs like Sweetwater and Childress designed for XXX MW+ superclusters and next-gen liquid-cooled GPUs. This is the scarce input hyperscalers chase. 3"
X Link 2025-12-07T10:49Z XXX followers, XXX engagements
"🔥 $IREN HTF RETEST CONFIRMED. The power capacity king is defending the September breakout level in real time. The entire selloff has been absorbed right into the 45-46 prior breakout zone. Thats not distribution; thats disciplined structural accumulation by smart money that understands the power moat. 👇 X. Structural retest holding The market tested the 45-46 band exactly where the last expansion leg launched. Holding here means early buyers are defending size. If this were a failed breakout price would already be below this zone. Instead its becoming the new institutional demand area. 2."
X Link 2025-12-08T21:30Z XXX followers, XXX engagements
"@Strategy Bitcoin is the raw wattage Strategy is the yield curve. Turning block-space volatility into predictable cashflow streams is exactly how you build serious institutional rails on top of $BTC"
X Link 2025-12-09T13:48Z XXX followers, XX engagements