#  @Fools_Edge Fool's Edge Fool's Edge posts on X about $hut, in the, $corz, $snap the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1675306492461809664/interactions)  - [--] Week [-----] -20% - [--] Month [------] +902% - [--] Months [-------] +132% - [--] Year [-------] +2,192% ### Mentions: [--] [#](/creator/twitter::1675306492461809664/posts_active)  - [--] Week [--] -67% - [--] Month [--] +129% - [--] Months [---] +97% - [--] Year [---] +658% ### Followers: [---] [#](/creator/twitter::1675306492461809664/followers)  - [--] Week [---] +2.50% - [--] Month [---] +7.90% - [--] Months [---] +81% - [--] Year [---] +603% ### CreatorRank: [---------] [#](/creator/twitter::1675306492461809664/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [technology brands](/list/technology-brands) [social networks](/list/social-networks) [exchanges](/list/exchanges) [currencies](/list/currencies) [luxury brands](/list/luxury-brands) [fashion brands](/list/fashion-brands) **Social topic influence** [$hut](/topic/$hut), [in the](/topic/in-the), [$corz](/topic/$corz), [$snap](/topic/$snap) #58, [greenland](/topic/greenland), [$fro](/topic/$fro), [iran](/topic/iran), [$deft](/topic/$deft), [stocks](/topic/stocks), [$rtac](/topic/$rtac) **Top accounts mentioned or mentioned by** [@amadbeast](/creator/undefined) [@mattnachtrab](/creator/undefined) [@vikmittal](/creator/undefined) [@valwithcatalyst](/creator/undefined) [@chaserx911](/creator/undefined) [@cschlauf](/creator/undefined) [@meowmeowdj](/creator/undefined) [@forson](/creator/undefined) [@odddiligence](/creator/undefined) [@pep19921](/creator/undefined) [@ericjackson](/creator/undefined) [@cvpayne](/creator/undefined) [@evanspiegel](/creator/undefined) [@chriscamillo](/creator/undefined) [@theroaringkitty](/creator/undefined) [@spactrack](/creator/undefined) [@spacman17](/creator/undefined) [@brandonlutnick](/creator/undefined) [@zachwitkoff](/creator/undefined) [@stevewitkoff](/creator/undefined) **Top assets mentioned** [Hut [--] Mining Corp. (HUT)](/topic/$hut) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Snap, Inc. (SNAP)](/topic/$snap) [Frontline Ltd. (FRO)](/topic/$fro) [Defi Technologies, Inc. (DEFT)](/topic/$deft) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Columbus Circle Capital Corp I Class A Ordinary Shares (CCCM)](/topic/$cccm) [XLink Bridged BTC (ABTC)](/topic/$abtc) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Oxygen (OXY)](/topic/$oxy) [Bitcoin (BTC)](/topic/bitcoin) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Reddit, Inc. (RDDT)](/topic/$rddt) [AppLovin Corporation (APP)](/topic/$app) [Metadium (META)](/topic/$meta) [pepe in a memes world (PEW)](/topic/$pew) [Iris Energy Limited (IREN)](/topic/$iren) [Bloom Energy Corporation (BE)](/topic/$be) [UiPath, Inc. (PATH)](/topic/$path) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Cantor Equity Partners, Inc. Class A Ordinary Shares (CEP)](/topic/$cep) [Bull Market (BULL)](/topic/$bull) [World Liberty Financial (WLFI)](/topic/$wlfi) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [MP Materials Corp. (MP)](/topic/$mp) [NovaDEX (NVX)](/topic/$nvx) [aelf (ELF)](/topic/$elf) ### Top Social Posts Top posts by engagements in the last [--] hours "@MattNachtrab Great post. Can I ask where you got the $500 for P3 AZ and $1000 upon approval figures from" [X Link](https://x.com/Fools_Edge/status/1772652960973017474) 2024-03-26T15:52Z [--] followers, [---] engagements "Seems like this is the source of the 20b. Personally strongly disagree with this for many reasons. [--]. Biogen's drug impacts are attributed to an analysis on Lilly's drug. Seems off to me. That's like saying AVXL's performance is related to SAVA's" [X Link](https://x.com/Fools_Edge/status/1773166933866684485) 2024-03-28T01:55Z [--] followers, [---] engagements "2. The market overall was drunk & irrational in [----] not a great base yr. Stocks pumped waaay above their "fair" value because everyone was yoloing into the market drunk off the free stimmy cheques and money printer go BRRR" [X Link](https://x.com/Fools_Edge/status/1773166936051831112) 2024-03-28T01:55Z [--] followers, [---] engagements "IMO the reality is that because a safe and effective AZ treatment literally do not exist it is difficult to evaluate as there is no precedent. Which is both a blessing and a curse" [X Link](https://x.com/Fools_Edge/status/1773166940262920293) 2024-03-28T01:55Z [--] followers, [---] engagements "To elaborate VKTX giga pumped on great P2 results because there are plenty of data and precedent for the fancy wall street peeps with their fancy models to work out a "fair" price that's "justified"" [X Link](https://x.com/Fools_Edge/status/1773166941726806209) 2024-03-28T01:55Z [--] followers, [---] engagements "3) He projects out to [----] with penetration peaking at 20% in [----]. So many things can change in [--] yrs. New treatments new advancements breakthrus etc. Just ask the CFAs that did DCF on $nvda [--] years ago" [X Link](https://x.com/Fools_Edge/status/1774301484529733764) 2024-03-31T05:03Z [--] followers, [--] engagements "To be clear I'm not totally dismissing DCF. There's value in it especially for established boomer companies with predictable revenue/expense like $KO End of day I think we can all agree there's a ton of unknowns at this point for sava. The share price has reflected that" [X Link](https://x.com/Fools_Edge/status/1774301486027047339) 2024-03-31T05:03Z [--] followers, [--] engagements "@MattNachtrab Something else to consider: There's 17k open interest on $22 calls expiring today. Market Makers (they wrote the call options) are not in the business of losing money. They'll be trying their best to ensure these expire worthless. OI for May [--] is abnormally high vs other dates" [X Link](https://x.com/Fools_Edge/status/1786474931619824084) 2024-05-03T19:16Z [--] followers, [--] engagements "@MattNachtrab Could be some hedging involved with these $22 options as they line up nicely with warrant expiration i.e. short warrant/share and long calls Max pain is $22. May explain the high short activity recently Reality is that absent news $sava share price goes where MM wants" [X Link](https://x.com/Fools_Edge/status/1786477871470379243) 2024-05-03T19:28Z [--] followers, [---] engagements "@ChrisCamillo @TheRoaringKitty This is literally $doge [---] lol Anticipation Actuality "no plan" big oof" [X Link](https://x.com/Fools_Edge/status/1799121206311821671) 2024-06-07T16:48Z [--] followers, [----] engagements "My thoughts on the $sava Q2 [----] earnings call Full audio posted https://www.youtube.com/watchv=DzATlGZ4rLA https://www.youtube.com/watchv=DzATlGZ4rLA" [X Link](https://x.com/Fools_Edge/status/1821593361318609233) 2024-08-08T17:04Z [--] followers, [---] engagements "@MattNachtrab Matt to your comment about struggling to understand the motive of shorting Here's how I see it. [--]. 99% AD drugs fail [--]. Shrouded in controversy [--]. MOA/Science is unique [--]. Per below $sava is #4 on [--] yr return IN THE MARKET (above 1b mc). Behind $nvda ahead of $gme $smci" [X Link](https://x.com/Fools_Edge/status/1837975536901013859) 2024-09-22T22:01Z [--] followers, [----] engagements "Posted Neptune Digital DD video yesterday $NDA $NPPTF up almost 100% today Let's go 😎 Yum Yum https://www.youtube.com/watchv=so__QRs3nxk https://www.youtube.com/watchv=so__QRs3nxk" [X Link](https://x.com/Fools_Edge/status/1851092623299100727) 2024-10-29T02:44Z [--] followers, [---] engagements "@MattNachtrab Days to cover is a function of avg daily share volume. Once result is released volume will be thru the roof regardless of whether it's a success or not. This number will come down dramatically post readout. I wouldn't read too much into this IMO. bio is diff beast" [X Link](https://x.com/Fools_Edge/status/1854523771975016703) 2024-11-07T13:58Z [--] followers, [---] engagements "Sold Nov calls early woulda been close to [--] bagger by now oh well can't get greedy $rddt Up [--] figures today. Letting leaps ride. Clear winner. $rddt https://t.co/MHzp4haBPl Up [--] figures today. Letting leaps ride. Clear winner. $rddt https://t.co/MHzp4haBPl" [X Link](https://x.com/Fools_Edge/status/1854652754880352588) 2024-11-07T22:30Z [--] followers, [--] engagements "Anotha one LETS GOOO we like big green candles DD was literally I saw a reddit post that recommended $alt and $vktx before vktx giga pamped. Figure R/R was there for alt given their MC. If it's dumb but it works then.😂🤣" [X Link](https://x.com/Fools_Edge/status/1856563192551321809) 2024-11-13T05:02Z [--] followers, [---] engagements "$17 to $27 $mara in a week. 🥳 The $mara hate at $17 was unreal given btc bull and fundamentals (mining & hodl) made no sense. Bought more $mara calls in the $17s yesterday. Sentiment and vibes felt like all time low. In a BTC bull 😂 My thoughts from yday vs price action today. https://t.co/QtlhDFfUsi Bought more $mara calls in the $17s yesterday. Sentiment and vibes felt like all time low. In a BTC bull 😂 My thoughts from yday vs price action today. https://t.co/QtlhDFfUsi" [X Link](https://x.com/Fools_Edge/status/1860060713638854902) 2024-11-22T20:40Z [--] followers, [---] engagements "@MattNachtrab Absolutely agree with you Matt. Institutions are generally conservative and are okay missing out on bulk of gains to jump in late. Especially in this case to your point on non-consensus and novel MOA in 'controversy'. Hard to stick your neck out as a fund manager" [X Link](https://x.com/Fools_Edge/status/1860187120947933190) 2024-11-23T05:02Z [--] followers, [---] engagements "Reflecting back on $sava and groupthink/investor psychology. This was the cold water in the face moment that really hit me where I thought to myself "holy shit either I'm crazy or I am in a semi cult" Cont'd below. Our money in $SAVAW may have been lost 😭. But maybe this meme I cooked up may live on. In light of the recent $sava warrant botch. (ps don't take it too srs I'm slightly exaggerating just slightly.) 😆 https://t.co/cPdgJe91eA Our money in $SAVAW may have been lost 😭. But maybe this meme I cooked up may live on. In light of the recent $sava warrant botch. (ps don't take it too srs" [X Link](https://x.com/Fools_Edge/status/1864503640464986175) 2024-12-05T02:54Z [--] followers, [---] engagements "I remember visiting the sava discord expecting to see an angry mob of people since our warrants were just rugged by mgmt. Instead I witnessed the opposite. There were so many bullish tinfoil theories on mgmt cancelling warrants early because buyout / partnership was coming" [X Link](https://x.com/Fools_Edge/status/1864503643434545389) 2024-12-05T02:54Z [--] followers, [--] engagements "I recall there were 2-3 unhappy people in the discord but they were getting gaslit by a mod into this being their fault. Which of course was the consensus in that group. Of course $sava management could do no wrong. This warrant fiasco was no exception in their eyes" [X Link](https://x.com/Fools_Edge/status/1864503644768411930) 2024-12-05T02:54Z [--] followers, [---] engagements "Bought weekly $hood calls today Catalyst: 1) Potential sp500 inclusion announcement today 2) DFV returning = retail hype narrative is strong tailwinds for Robinhood" [X Link](https://x.com/Fools_Edge/status/1865052886289293538) 2024-12-06T15:17Z [--] followers, [---] engagements "My levered position on $U. Was planning on continuing to accumulate & sharing my thoughts on vid once I had time but 🐈 (no pun intended) may be out of the bag. High level many catalysts that make this a great risk to reward trade with many tailwinds. 🧵Thread below 🧵" [X Link](https://x.com/Fools_Edge/status/1882280216577663036) 2025-01-23T04:12Z [--] followers, [---] engagements "1. Deregulation I am very confident the new administration and their stance on this. $U had been in multiple takeout target discussions in the past ranging from $APP to $META. Given the new administration I'd expect more deals to be going thru $U is prime target" [X Link](https://x.com/Fools_Edge/status/1882280219131978198) 2025-01-23T04:12Z [--] followers, [---] engagements "I see big takeouts happening shortly and when they happen WS and the general public will quickly wake up to this and search for takeout targets. With less red tape I can see Big Tech going ham on acquisitions. $U is a prime target for a $goog $meta $app $aapl takeout imo" [X Link](https://x.com/Fools_Edge/status/1882280220520255488) 2025-01-23T04:12Z [--] followers, [---] engagements "Update on $U: I've exited 90% of my $U calls post Q4 earnings. Market was seeing and appreciating the $U ads biz potential which I've been talking about for the past # of months. Now is a question of execution. Which historically mgmt has been terrible at. -con't below" [X Link](https://x.com/Fools_Edge/status/1895904598969495950) 2025-03-01T18:30Z [--] followers, [--] engagements "Market is now in "Show Me" mode. My plan is to play the next few $u earnings via otm call options. The needle mover on this stock will be ads and only ads imo. Other features (engine3dar/vr) are cool and all but won't significantly impact SP in the near term. -con't below" [X Link](https://x.com/Fools_Edge/status/1895904601150542290) 2025-03-01T18:30Z [--] followers, [--] engagements "To elaborate I believe in and love the tech of $u but it's too early atm in terms of having material $ impact. As proven by $meta scaling back on the metaverse and $aapl scaling back on vr goggles. Game engine fee $ increase wise their hands are tied given recent backlash" [X Link](https://x.com/Fools_Edge/status/1895904602769539208) 2025-03-01T18:30Z [--] followers, [--] engagements "Data looks really good for $CDXC in Q4 [----] and beyond. I believe the IV business growth will be a needle mover in the earnings call which the market is largely ignoring. Biggest risks are: -Mgmt sandbagging guidance -Potential tariff impact I like the r/r here ⚕ $CDXC reports this week Tuesday after-hours. The brand is the producer of "Tru Niagen" an NAD+ supplement which has been rising in consumer interest Track and discover trends like this on https://t.co/MKMA9p0wO9 https://t.co/niAWN2m4jU ⚕ $CDXC reports this week Tuesday after-hours. The brand is the producer of "Tru Niagen" an NAD+" [X Link](https://x.com/Fools_Edge/status/1896286534992859453) 2025-03-02T19:48Z [---] followers, [---] engagements "Some additional datapoints for $CDXC -Largest institutional ownership ever -Richest man in HK owns over 10% -Nestl owns 5% -Insiders own over 40% $CDXC also guided relatively conservatively imo in their Q3 earnings call I believe they will exceed based on data I'm seeing" [X Link](https://x.com/Fools_Edge/status/1896290042169168326) 2025-03-02T20:02Z [---] followers, [---] engagements "Added pretty heavy into $hood today. Big fan of Vlad and their ambitions + execution to date. Feeling pretty gross about the red in my port and I fully expect to get punched and see it continue to bleed. Bring it🫡" [X Link](https://x.com/Fools_Edge/status/1897147963769806940) 2025-03-05T04:51Z [--] followers, [--] engagements "Strong quarter and guidance from $CDXC Wish I didn't paper hand 30% of my $6 March calls but we'll TAKE IT. Seems they've had some hiccups with supply chain for IV all gucci. Expect strong growth in [----]. Guidance v strong. NAD trend is playing out as expected. Grats all Data looks really good for $CDXC in Q4 [----] and beyond. I believe the IV business growth will be a needle mover in the earnings call which the market is largely ignoring. Biggest risks are: -Mgmt sandbagging guidance -Potential tariff impact I like the r/r here https://t.co/NGS4LzGQJN Data looks really good for $CDXC in Q4" [X Link](https://x.com/Fools_Edge/status/1897297679929209148) 2025-03-05T14:46Z [---] followers, [---] engagements "Quantum Day is now widely discussed. Edge is largely gone. Reversed to being short quantum. I expect it'll be a sell the news event on Quantum Day. Highly anticipated events often turn out to be sell the news events. Ex: CES Crypto Summit $QBTS $RGTI $IONQ $QUBT https://t.co/PGTmoagY5I Posted Quantum Stocks DD yday. Quantum Stocks Today: https://t.co/reeXhfQ9ss https://t.co/PGTmoagY5I Posted Quantum Stocks DD yday. Quantum Stocks Today: https://t.co/reeXhfQ9ss" [X Link](https://x.com/Fools_Edge/status/1902005964745633908) 2025-03-18T14:35Z [--] followers, [---] engagements "@MattNachtrab That's good I saw your play on $smci I guessed you were pretty levered up on it lol that's why I mentioned it" [X Link](https://x.com/Fools_Edge/status/1910763910887596364) 2025-04-11T18:36Z [--] followers, [---] engagements "Trading Portfolio Up 40% This Week. 🥳 Went levered long on: - 3x Nasdaq $TQQQ - 2x Robinhood $ROBN - $HOOD calls Documented my buys and thoughts in real time see chain here Many lessons & mistakes 🧵- See below https://x.com/Fools_Edge/status/1910174776351391798 As mentioned I bought the dip 🫡 Was fully willing to ride these to giga losses. Risk to reward was too skewed imo. Felt like vomiting🤮hitting the buy button seeing my port in red & rekt. That's when the disgusting returns are made ☺☺ $qqq $tqqq $hood $robn https://t.co/UXnRbv5R23 https://x.com/Fools_Edge/status/1910174776351391798" [X Link](https://x.com/Fools_Edge/status/1910866048980824319) 2025-04-12T01:22Z [--] followers, [---] engagements "These are currently the top SPACS of [----] pre DA (imo): [--]. $RTAC - World Liberty/Truth Fi (50% est) [--]. $CCCM - Mini $CEP BTC Treasury (90% est) [--]. $YORKU / $YORK - Trump Mobile (99.69% est) Dark Horse pick: $MBAV - Tether co-founder connection likely crypto related merger Should I launch a SPAC Should I launch a SPAC" [X Link](https://x.com/Fools_Edge/status/1935812465591464332) 2025-06-19T21:30Z [---] followers, [----] engagements "My [--] cents on $CCCM is cheap due to low NAV argument: While I don't disagree it's cheap on paper 'Big guys' got a better deal - not great for sentiment. Treasuries need confidence of shareholders to say "dilute me more". To elaborate:🔻" [X Link](https://x.com/Fools_Edge/status/1937696146106769631) 2025-06-25T02:15Z [---] followers, [----] engagements "@spactrack @SPACMAN17 @vik_mittal @OddDiligence Pure speculation but perhaps $cccm mgmt heard from birdies of the $MBAV treasury news (came out today) and wanted to front run it. So they rushed it" [X Link](https://x.com/Fools_Edge/status/1938024859180634599) 2025-06-26T00:01Z [---] followers, [---] engagements "@valwithcatalyst @vik_mittal I think it's difficult to apply NAV metric to $cccm The market in simple terms rewards biz (like $mtplf) that's able to grow BTC w/shareholder alignment. $cccm is in a tough spot. Raising more debt = increase short pressure. Raising via dilution yeah gl w/ current sentiment" [X Link](https://x.com/Fools_Edge/status/1938322809312236030) 2025-06-26T19:45Z [--] followers, [---] engagements "@valwithcatalyst @vik_mittal There's also added uncertainty with merger whether it goes through and the timeline. Given the uncertainties and unique nature of this business there's just too many question marks at the moment. I think a fair NAV is one in line with the miners until proven otherwise" [X Link](https://x.com/Fools_Edge/status/1938323497119350877) 2025-06-26T19:48Z [--] followers, [--] engagements "@valwithcatalyst @vik_mittal Good question I see them as much more established with better backing (Softbank Cantor Tether). Most importantly they started off more fair with respect to NAV value of BTC holding vs SP at NAV. A successful treasury is all about retail allignment again see mtplf" [X Link](https://x.com/Fools_Edge/status/1938325604631286194) 2025-06-26T19:56Z [--] followers, [---] engagements "@valwithcatalyst @vik_mittal Trust is extremely important especially for a treasury if the goal is to grow (aka dilute common holders). Otherwise you end up like some of the miners such as $mara. Why aren't they trading above NAV The market doesn't trust their execution" [X Link](https://x.com/Fools_Edge/status/1938326118626410753) 2025-06-26T19:58Z [--] followers, [---] engagements "It do be like that🤣 $cccm $bmnr" [X Link](https://x.com/Fools_Edge/status/1939786900526506203) 2025-06-30T20:43Z [---] followers, [---] engagements "As someone that was in $MSTR and now in $MTPLF it's a shame how $CCCM turned out so far. Just my 2c as someone that was really excited initially. Hopefully they can turn it around. Much better opportunities to deploy capital elsewhere atm IMO. $CCCM SPAC deal should be a wake-up call for the rest of the SPAC sponsors that they cant get away with just buying Bitcoin put it in a structure at 2x NAV and expect to be paid Get some REAL deals done Otherwise go back to the gutters you crawled out from 🥹👋🏻 $CCCM SPAC deal should be a wake-up call for the rest of the SPAC sponsors that they cant" [X Link](https://x.com/Fools_Edge/status/1939815475887665280) 2025-06-30T22:37Z [---] followers, [----] engagements "@amadbeast rip. What broker are you with Could give ibkr a try" [X Link](https://x.com/Fools_Edge/status/1941517525361230219) 2025-07-05T15:20Z [---] followers, [--] engagements "Shower-thought maffs: Excluding the private placement warrants that the sponsors bought Considering the total outstanding There can be no more than [---] of me ___ Most would call me crazy don't totally disagree tbh In 🥭 I trust 🫡🫡" [X Link](https://x.com/Fools_Edge/status/1941530291404960246) 2025-07-05T16:11Z [---] followers, [--] engagements "They told me diversification is key to investing so I diversified $CLBR into leverage leverage and more leverage. Does that count 👁👄🧿" [X Link](https://x.com/Fools_Edge/status/1942408892811489643) 2025-07-08T02:22Z [---] followers, [----] engagements "@amadbeast One of these things is not like the other" [X Link](https://x.com/Fools_Edge/status/1942410116155789781) 2025-07-08T02:27Z [---] followers, [--] engagements "My trading accnt performance in the past year Documented ideas & thoughts near real time on X and YouTube NGL mentally I've taken a beating. That's the price of admission. (Transparency: I think ibkr % return isn't accurate) Don't follow me. Do your own dd. I'm regarded 😈" [X Link](https://x.com/Fools_Edge/status/1943706328813220141) 2025-07-11T16:17Z [---] followers, [--] engagements "@amadbeast @Brandonlutnick @ZachWitkoff @SteveWitkoff Reminds me of ol $PSTH days I remember ppl got so hyped (myself included lol) cuz @BillAckman was following the founders of Stripe haha" [X Link](https://x.com/Fools_Edge/status/1944421359293006170) 2025-07-13T15:39Z [---] followers, [--] engagements "Market hates $DEFT. One of the few cashflowing crypto companies and by far the cheapest multiples I've seen compared to peers with heavy insider ownership. I'd say it makes no sense but I get it. Increased my position lowkey hoping it keeps dipping 😆" [X Link](https://x.com/Fools_Edge/status/1945550654233051345) 2025-07-16T18:26Z [---] followers, [----] engagements "@Chaserx911 @amadbeast 😂😂 bro tell me u sold on the run up" [X Link](https://x.com/Fools_Edge/status/1945942929576538467) 2025-07-17T20:25Z [---] followers, [--] engagements "@Chaserx911 @amadbeast @Fidelity FAKKKK bro i'm sorry 😢 I'd suggest IBKR it's been great for me thus far" [X Link](https://x.com/Fools_Edge/status/1945945345378173146) 2025-07-17T20:34Z [---] followers, [--] engagements "Not normally a fan of TA but this setup is pretty nice when coupled with several catalysts: -$2.5b raise bitcoin announcement any day now -Recent pro crypto developments by current admin -I expect new crypto related positive news coming Entered starter $djt position $DJT is in a prolonged consolidation channel and (imo) about to break out. Squeeze like potential. https://t.co/8pcSmdjGxX $DJT is in a prolonged consolidation channel and (imo) about to break out. Squeeze like potential. https://t.co/8pcSmdjGxX" [X Link](https://x.com/Fools_Edge/status/1946041761702293671) 2025-07-18T02:58Z [---] followers, [---] engagements "@pep19921 Totally valid point. It rly depends on your strat to trade them. Lots of factors at play. Pricing timing narrative risk profile. It's a beautiful game. That said I am totally out of the other [--] rn. Opportunity cost is real" [X Link](https://x.com/Fools_Edge/status/1946441640610058719) 2025-07-19T05:27Z [---] followers, [--] engagements "📝 Exhibit [--] on Trump stocks/ventures = VOLATILE: $pew And that's a good thing. So many opportunities. I am eyeing [--] Trump tickers with upcoming catalyst👀 Just [--] is enough to make outsized returns. That chart & candle is actually so jokes I still can't get over it haha.🤣 They told me diversification is key to investing so I diversified $CLBR into leverage leverage and more leverage. Does that count 👁👄🧿 https://t.co/btsKTpEYpN They told me diversification is key to investing so I diversified $CLBR into leverage leverage and more leverage. Does that count 👁👄🧿 https://t.co/btsKTpEYpN" [X Link](https://x.com/Fools_Edge/status/1946711562519023724) 2025-07-19T23:19Z [---] followers, [----] engagements "Added [--] figures into $deft today Their AUM is ballooning rn Team has been non stop executing Here's something buried in the press release today They are busy 🐝🐝 Market hates $DEFT. One of the few cashflowing crypto companies and by far the cheapest multiples I've seen compared to peers with heavy insider ownership. I'd say it makes no sense but I get it. Increased my position lowkey hoping it keeps dipping 😆 https://t.co/eG86PCmAIh Market hates $DEFT. One of the few cashflowing crypto companies and by far the cheapest multiples I've seen compared to peers with heavy insider ownership. I'd" [X Link](https://x.com/Fools_Edge/status/1947325676740104293) 2025-07-21T15:59Z [---] followers, [---] engagements "@Chaserx911 @amadbeast @KanJess1113 Can you provide the April filing details related to Nunes This is interesting. Also I probably wouldn't put too much weight into the language about conflict of interest in the filing. It is pretty standard across spacs" [X Link](https://x.com/Fools_Edge/status/1947704805796823070) 2025-07-22T17:06Z [---] followers, [--] engagements "Looks like I'm not starting a position. $deft options not only have low liquidity but also INSANELY high IV. For context it's the same IV as $sbet. Yeah. Nuff said. I wish liquidity was higher so we'd get a more accurate picture. Shares are the way atm imo. Bummer. I spy something I will 99.9% be starting a position in Been waiting quite some time 😊 👀 I spy something I will 99.9% be starting a position in Been waiting quite some time 😊 👀" [X Link](https://x.com/Fools_Edge/status/1947867998544339166) 2025-07-23T03:54Z [---] followers, [---] engagements "@OddDiligence Yeah there's deff arb opportunities. I remember a big brain on wsb arb'd the shit outta $bull by going short the commons and long the warrants. Made a tidy profit mostly risk free. (only risk is short squeeze/margin call) I also got no position fascinating tho" [X Link](https://x.com/Fools_Edge/status/1947869901798183336) 2025-07-23T04:02Z [---] followers, [---] engagements "@amadbeast @yongyong_yon $hut could un-ironically be the biggest trump play of the year if timed properly with short term options. 👀🤫 (very under the radar atm judging by the low OI on options in the timeframe I'm thinking of)" [X Link](https://x.com/Fools_Edge/status/1948220565577240921) 2025-07-24T03:15Z [---] followers, [---] engagements "The punk ape (that $game recently acquired) at its peak few years ago is worth HALF of $game's MC today. Probably unpopular opinion as people love to hate on NFTs but I think Punks are SOLID and will likely go up over time. Punks treasury company in [----] is a WILD timeline🤣 These are the previous sale prices of Cowboy Ape #5577 you cant tell me that when $eth breaks 4k/5k and we get an alt cycle that these prices wont come around again. $GAME https://t.co/KVIDjFSy4V These are the previous sale prices of Cowboy Ape #5577 you cant tell me that when $eth breaks 4k/5k and we get an alt cycle" [X Link](https://x.com/Fools_Edge/status/1948868305835503982) 2025-07-25T22:09Z [---] followers, [---] engagements "I took a position in $game today because I love the degeneracy and innovation. Couple sweeps and Punks floor will MOVE. Just hope they don't start sweeping shit NFT projects (aka like 99% of em lmao) 🤣 If they do I am out ASAP" [X Link](https://x.com/Fools_Edge/status/1948868307605430563) 2025-07-25T22:09Z [---] followers, [---] engagements "1. One of the biggest events in the company's history is happening this month [--]. Has potential to be the most talked about ticker in the entire market [--]. 🥭 + crypto + AI [--]. Options chain OI is hella thin = market sleeping on it [--]. IV spike potential 🏄 LOVE THIS SETUP 👀👀" [X Link](https://x.com/Fools_Edge/status/1952539878924898620) 2025-08-05T01:19Z [---] followers, [---] engagements "🛖's current MC is $2B btw. Practically no one on X/Reddit/Stocktwits is talking about it. Flying under the radar 🥷 Am I regarded or am I regarded find out on the next episode of DRAGONBALL Z "you need to believe in yourself to the point of delusion" I am delulu 😎" [X Link](https://x.com/Fools_Edge/status/1952858003683541162) 2025-08-05T22:23Z [---] followers, [--] engagements "$ABTC MC (based on $GRYP current valuation) = $5B $HUT MC currently = $2B Such a clean arb shorting gryp and longing hut. One of those times where conviction is tested. Either the market is regarded or I am super duper regarded 🤣 (probably the latter) idc. Got conviction" [X Link](https://x.com/Fools_Edge/status/1953837892494582213) 2025-08-08T15:17Z [---] followers, [----] engagements "Ruling out $pew because they are not traded on the Nasdaq" [X Link](https://x.com/Fools_Edge/status/1954221230950633968) 2025-08-09T16:40Z [---] followers, [---] engagements "@pep19921 The trump bros own a fairly significant chunk of both abtc and domh. You are right in that incentives obviously matter a lot and need to be aligned. wrt $abtc they own close to 20% at currently a 5b valuation. So yeah they got a ton of skin in the game lol" [X Link](https://x.com/Fools_Edge/status/1954669550739558838) 2025-08-10T22:21Z [---] followers, [--] engagements "@meowmeowdj @pete_rizzo_ Hey man do you mind following back so I can pm Just wanted to get your thoughts on a couple things related to $hut and the merger with $abtc. I really liked ur DDs on reddit" [X Link](https://x.com/Fools_Edge/status/1954672761668059500) 2025-08-10T22:34Z [---] followers, [--] engagements "Got rekt on my inital $ALTS shares buys but bought the dip on leverage 🫡 Felt so gross yday 🤮 Much better today☺ TY paper hands☺ Shower thoughts: The concept behind this stock is so brand new there is no historical valuation precedence. Uncharted waters = Opportunities Felt 🤮 today. Not even sweating rtac. For context warrant price is lower than mbav cccm and pew now. Rotating from commons into warrants today made sense to me. Unfortunately got rekt on alts. Probably a hot take atm but I think wlfi project has insane potential/upside. Felt 🤮 today. Not even sweating rtac. For context" [X Link](https://x.com/Fools_Edge/status/1955738511908196464) 2025-08-13T21:09Z [---] followers, [---] engagements "Another multi bagger called in real time. Got multiple 🧾🧾🧾 on $hut. LFG 😊😊😊 $ABTC MC (based on $GRYP current valuation) = $5B $HUT MC currently = $2B Such a clean arb shorting gryp and longing hut. One of those times where conviction is tested. Either the market is regarded or I am super duper regarded 🤣 (probably the latter) idc. Got conviction. https://t.co/6YLpDUuHRx $ABTC MC (based on $GRYP current valuation) = $5B $HUT MC currently = $2B Such a clean arb shorting gryp and longing hut. One of those times where conviction is tested. Either the market is regarded or I am super duper" [X Link](https://x.com/Fools_Edge/status/1955740557461913746) 2025-08-13T21:17Z [---] followers, [---] engagements "Bro I have no idea wtf any of this means. It sounds bullish tho I think lol so we gucci 😎 I bought more $deft. My logarithmically falsifiable depreciating smol brain DD [--]. It's cheap [--]. Crypto is uppies so they should go uppies on good earnings and forecast 🏃♂💨 @FattyFatty12352 @mc_khristina @CSchlauf I use hurdle rate and intersecting exotic pairs to calculate maximum VWAP for myself. Would suggest reviewing the DEFI/BTC and DEFI/SOL pairs. Benchmark is to 444k per @JoshMandell6 fame but due to a the logarithmically falsifiable depreciating growth rate on Bitcoin peak/trough." [X Link](https://x.com/Fools_Edge/status/1955752688794165313) 2025-08-13T22:05Z [---] followers, [----] engagements "Same chart btw [--] days later. JAJAJAJAJA 🎯🎯 $hut ☺☺ [--]. One of the biggest events in the company's history is happening this month [--]. Has potential to be the most talked about ticker in the entire market [--]. 🥭 + crypto + AI [--]. Options chain OI is hella thin = market sleeping on it [--]. IV spike potential 🏄 LOVE THIS SETUP 👀👀 https://t.co/zUflStiBQL [--]. One of the biggest events in the company's history is happening this month [--]. Has potential to be the most talked about ticker in the entire market [--]. 🥭 + crypto + AI [--]. Options chain OI is hella thin = market sleeping on it [--]. IV spike" [X Link](https://x.com/Fools_Edge/status/1956000400810651957) 2025-08-14T14:30Z [---] followers, [---] engagements "My current thoughts on $deft May sound like I'm negative and bashing not the intent. I respect the team's skin in the game and open line of communication either on X CEO etc. Really a breath of fresh air. @CSchlauf @Forson" [X Link](https://x.com/Fools_Edge/status/1956205242493665700) 2025-08-15T04:04Z [---] followers, [----] engagements "GUH Gotta share my Ls along with the Ws Pretty brutal price action in this ticker lately. Market/crypto: Up - this is flat/down Down - this is big down I've trimmed my position and added furthest out calls with a fraction. Giving it [--] more quarter to assess. $deft Been adding $deft on the dip. Now my largest single stock position. Am I cooked or will I cook after earnings Find out on the next episode of DBZ 🎲🎲🎲 😂😂 https://t.co/17HFjZbISH Been adding $deft on the dip. Now my largest single stock position. Am I cooked or will I cook after earnings Find out on the next episode of DBZ 🎲🎲🎲" [X Link](https://x.com/Fools_Edge/status/1956409909253181540) 2025-08-15T17:37Z [---] followers, [---] engagements "Couple additional thoughts: Thought it was cheap given crypto market bull I was wrong. Got a little married to the stock. Crypto equities in general have pulled back so not unique to this ticker. But man YTD ride hasn't been fun given the bull market" [X Link](https://x.com/Fools_Edge/status/1956409911300259992) 2025-08-15T17:37Z [---] followers, [--] engagements "I can't believe how much the market is sleeping on this. Absolutely no mention of this on X and stocktwits. NONE Might make a vid on this. Like this is massive if it's what I think it is. Sometimes I question my sanity maybe I'm just crazy & regarded 🤣😅 🔍 🎯 Crypto group backed by Trump sons hunts for bitcoin companies in Asia https://t.co/M7F3KuUHJA Crypto group backed by Trump sons hunts for bitcoin companies in Asia https://t.co/M7F3KuUHJA" [X Link](https://x.com/Fools_Edge/status/1956457434387525926) 2025-08-15T20:46Z [---] followers, [---] engagements "@Real0xJason Do you mind clarifying $alts @ $7.5 = valuation of 20b FDV on the $wlfi token Not sure where you're getting $48.75" [X Link](https://x.com/Fools_Edge/status/1956932164810911975) 2025-08-17T04:12Z [---] followers, [---] engagements "Been thinking A LOT about these: Despite $hut already running up and $alts having disgusting premiums. Calls on both of these have INSANE potential. Their upside is crazy in this current environment. (obvs very high risk I am mostly in commons atm)" [X Link](https://x.com/Fools_Edge/status/1957542511313895445) 2025-08-18T20:37Z [---] followers, [---] engagements "Sums up my experience this week holding a decent size in $hut and $alts calls 🙈🙈" [X Link](https://x.com/Fools_Edge/status/1958921570807591191) 2025-08-22T15:57Z [---] followers, [---] engagements "This is all short term noise. 🥭 has made it clear what his interest rate intentions are. Jpow is leaving. Zoom out. I'm just gonna say this one more time as a public service announcement even tho the market is probably going to ignore this until something worse happens: They removed the flexible part not the 2% part. This is a full court press psyop. I'm just gonna say this one more time as a public service announcement even tho the market is probably going to ignore this until something worse happens: They removed the flexible part not the 2% part. This is a full court press psyop" [X Link](https://x.com/Fools_Edge/status/1959286535355797872) 2025-08-23T16:08Z [---] followers, [---] engagements "Agree with this. So much noise around the whole thing. It's totally unique and unprecedented so impossible to properly value at this stage. Get extreme opinions: "going to the moon" "pump n dump grift" Taking a flier with $alts Upside is massive. USD1 Consumer App Defi Went full autist mode on $WLFI in the last couple weeks. I know every single detail about this project and its launch. I also researched what is going on behind the scenes the transactions who got what supply and other possible stuff that they set up to surprise the world. Went full autist mode on $WLFI in the last couple" [X Link](https://x.com/Fools_Edge/status/1962196512999432215) 2025-08-31T16:51Z [---] followers, [---] engagements "I've held $hood for a while now super bullish long term. THAT SAID Be careful about SP500 news and expecting it to moon $IBKR was announced recently and they are DOWN vs pre announcement Another similar name is $COIN. Sure they are up but $HOOD is up 50% MORE vs $COIN" [X Link](https://x.com/Fools_Edge/status/1964906780850532493) 2025-09-08T04:20Z [---] followers, [---] engagements "Added $HUT on $NBIS data center deal. This entire space is primed for a run" [X Link](https://x.com/Fools_Edge/status/1965166064767303992) 2025-09-08T21:31Z [---] followers, [----] engagements "Initiated starter position on $SATS. Will add on dips. DD is simple: Public SpaceX Exposure To Elaborate: There's enough room for both $ASTS and SpaceX/ $SATS to capture significant market share. Can't bet against Musk. Risks: Deal falls thru rich Space X valuation" [X Link](https://x.com/Fools_Edge/status/1965172672725467559) 2025-09-08T21:57Z [---] followers, [---] engagements "Want to preface by saying I thoroughly enjoyed Rittenhouse's DD on $GLXY My thoughts re $hut are below @ashergenoot @bigsuey Ya'll better come thru 😤😤 Or me and my boi @meowmeowdj will be lookin like 🤡🤡 (I will embrace & own up to it 🫡) 😂 Have to chuckle at $HUT ripping 15% since announcing "plans to develop four new data center sites" totaling "1530MW". This press release contains the usual jargon around $HUT being a "digital infrastructure platform" "addressing demand for energy-intensive use cases." The https://t.co/i7aFzlYNGj Have to chuckle at $HUT ripping 15% since announcing" [X Link](https://x.com/Fools_Edge/status/1965261066516267271) 2025-09-09T03:48Z [---] followers, [----] engagements "-Bought these morning of Sept [--] -Screenshot is around close of Sept [--] Shares bought on Sept [--] up over 12% in a day. "It pays to have a prepared mind" - Fellow investor I look up to & respect greatly. $hut 😊😊 🎯🎯 Added $HUT on $NBIS data center deal. This entire space is primed for a run. https://t.co/I79N5rYtzv Added $HUT on $NBIS data center deal. This entire space is primed for a run. https://t.co/I79N5rYtzv" [X Link](https://x.com/Fools_Edge/status/1965647542135525811) 2025-09-10T05:24Z [---] followers, [---] engagements "- Tweet below on Sept [--] - $BITF Opened at 2c on Sept [--] - $BITF Commons is currently up 10% afterhours on Sept [--]. At this rate will open around 36-40c on Sept [--] So [--] Bagger opportunity we missed out on. Lesson learned. Knew $nbis was BIG deal. Shoulda went in HARDER calls📝 Added $HUT on $NBIS data center deal. This entire space is primed for a run. https://t.co/I79N5rYtzv Added $HUT on $NBIS data center deal. This entire space is primed for a run. https://t.co/I79N5rYtzv" [X Link](https://x.com/Fools_Edge/status/1966366369823498503) 2025-09-12T05:00Z [---] followers, [---] engagements "Fun data on $abtc Borrow rate is close to 300%. So if the stock isn't dropping .8% a day you're losing money on your short Puts have disgusting premiums as well I wanted to go short ngl 😈 Wanted easy arb since I'm already long $hut but alas -clears throat- PRICED IN" [X Link](https://x.com/Fools_Edge/status/1966552506986611137) 2025-09-12T17:20Z [---] followers, [---] engagements "$HUT [--] BAGGER called and documented 🧾 🎯 Exited my last remaining levered position today. As the story I'd seen is getting priced in by WS. Rolling with commons now. What a BEAST it's been. [--] of my biggest wins 🥰 Called in real time too 🥲 -pats myself- 🤣 LFG Same chart btw [--] days later. JAJAJAJAJA 🎯🎯 $hut ☺☺ https://t.co/x1ipJlDtEn Same chart btw [--] days later. JAJAJAJAJA 🎯🎯 $hut ☺☺ https://t.co/x1ipJlDtEn" [X Link](https://x.com/Fools_Edge/status/1968411286384861564) 2025-09-17T20:26Z [---] followers, [---] engagements "Added: $CCCX - All quantum names are pretty insane tbh valuation wise but this one is on the cheaper side (if fundamentals matter at all lols) got contracts/connects with big boys $SLNH - Energy & AI infra play. Micro cap. obvs super high risk bla bla [----] meme market vibes NASDAQ uplist announced today we've known it was coming for so long. Yet it pumps over 30% on announcement. I mean I am surprised but I'm kinda not. This market man. 🕺while 🎶 is playing $BTQQF 🥰 https://t.co/t84LfJUiU5 [----] meme market vibes NASDAQ uplist announced today we've known it was coming for so long. Yet it" [X Link](https://x.com/Fools_Edge/status/1970503223233393134) 2025-09-23T14:59Z [---] followers, [----] engagements "My take on recent $DEFT dilution: -They say they don't plan on raising but does a raise at significant discount -They say they are undervalued. No insider buy & does a raise at over 50% discount to ATH Remember kids watch what they do not what they say. I got rekt on this🤣 My current thoughts on $deft May sound like I'm negative and bashing not the intent. I respect the team's skin in the game and open line of communication either on X CEO etc. Really a breath of fresh air. @CSchlauf @Forson https://t.co/aLeQKfXHUq My current thoughts on $deft May sound like I'm negative and bashing not the" [X Link](https://x.com/Fools_Edge/status/1971221455380832724) 2025-09-25T14:33Z [---] followers, [----] engagements "@Russ_N_Starr da real MVP in this actually backs up his words with action and fights for shareholders. Real G. $deft" [X Link](https://x.com/Fools_Edge/status/1971221458929205521) 2025-09-25T14:33Z [---] followers, [---] engagements "Imagine sticking with $deft the past year. Imagine being loyal and believing the hopium. Crypto and macro markets pump to ATH. While share price is flat vs a year ago. And they raise at a DISCOUNT 🤣 🤡 - Me I feel your pain $deft holders. My take on recent $DEFT dilution: -They say they don't plan on raising but does a raise at significant discount -They say they are undervalued. No insider buy & does a raise at over 50% discount to ATH Remember kids watch what they do not what they say. I got rekt on this🤣 https://t.co/XanaagpNiI My take on recent $DEFT dilution: -They say they don't plan" [X Link](https://x.com/Fools_Edge/status/1971229204185498001) 2025-09-25T15:04Z [---] followers, [----] engagements "$crml is a [--] bagger since the tweet below. Catch one with leverage and you are making potentially life changing amounts of gains. Hard to believe it stops at $intc $lac $mp $usar 🥭 bro is going to change lives. My homework 🤓🤓 📝 WHATS NEXT $CRML more from the Reuters article: -Trump's team has already contacted him -Critical Metals' third-largest investor is brokerage firm Cantor Fitzgerald led by Howard Lutnick -Critical Metals has held supply talks with defense contractor Lockheed Martin opens new tab and https://t.co/8QJYi9OVCJ $CRML more from the Reuters article: -Trump's team has" [X Link](https://x.com/Fools_Edge/status/1974273953880293426) 2025-10-04T00:42Z [---] followers, 27.1K engagements "Roses are Red Violets are Blue Calls on $POET cuz the flow look nice But fr I don't have a CLUE 🐒" [X Link](https://x.com/Fools_Edge/status/1975665711969411159) 2025-10-07T20:53Z [---] followers, [---] engagements "🐐 callout. $nvx $NVX market catching on huh $NVX market catching on huh" [X Link](https://x.com/Fools_Edge/status/1976661959002214803) 2025-10-10T14:51Z [---] followers, [---] engagements "3/ As dumb as this sounds the performance of quantum stocks gave me confidence to go in. My smooth brain thought process is if quantum names can pump to billions in MC surely these rare earth/battery tickers have room to pump with renewed government focus" [X Link](https://x.com/Fools_Edge/status/1977881608179876201) 2025-10-13T23:38Z [---] followers, [--] engagements "4/ I'm honestly still pretty conflicted in terms of valuation for many of the speculative tickers I have exposure to. This market rn is purely driven off narrative. Eventually these tickers especially quantum will take a BIG hit like $nkla in 2021" [X Link](https://x.com/Fools_Edge/status/1977881609404559767) 2025-10-13T23:38Z [---] followers, [--] engagements "$APP is such a beast. Congrats to shareholders. I keep adding to my $U position and keep getting slapped. Willing to take a huge loss on it. If $U can't turn around their ads biz this yr I think they're cooked. AppLovin CEO comment on Unity's data advantage:" [X Link](https://x.com/Fools_Edge/status/1889814581918441662) 2025-02-12T23:11Z [--] followers, [----] engagements "Me this morning seeing $U down over 10% after earnings (I'm holding only calls😂). What a roller coaster. I don't recall ever seeing a 30% swing within an hour all post earnings. WILD. Just sold a good portion of my $u calls (50-200% gains). Will likely add on dips. $APP is such a beast. Congrats to shareholders. I keep adding to my $U position and keep getting slapped. Willing to take a huge loss on it. If $U can't turn around their ads biz this yr I think they're cooked. AppLovin CEO comment on Unity's data advantage: https://t.co/i1G0Nm9aLb $APP is such a beast. Congrats to shareholders. I" [X Link](https://x.com/Fools_Edge/status/1892601142254645390) 2025-02-20T15:44Z [--] followers, [---] engagements "High lvl thoughts on $u earnings: -Guidance sandbagged imo -As discussed [----] will be a year to watch when it comes to ads and ai integration. I think they have a decent chance at turnaround but we'll see. The only certainty is uncertainty" [X Link](https://x.com/Fools_Edge/status/1892601144158896301) 2025-02-20T15:44Z [--] followers, [--] engagements "$kidzw has disgusting potential. Asymmetric risk to reward It's a [--] bagger if $kidz goes up 50% from here. (I'm fully willing to lose my entire position if things go south don't get opportunities and setups like these too often)" [X Link](https://x.com/Fools_Edge/status/1918369563659342164) 2025-05-02T18:18Z [---] followers, [---] engagements "Grats to $DEFTF team and shareholders Execution is prob one of the best I've seen in the space no dilution and printing $$$ is deffs a breath of fresh air. ATH SP on this news is well deserved. DeFi Technologies is set to become the first Nasdaq-traded digital asset manager to combine Bitcoin and altcoin exposure with fully integrated trading operations and diversified exposure to more than [--] of the worlds most innovative digital assets. https://t.co/Fe6PAgfm8p $DEFT https://t.co/pWG5mgmb4j DeFi Technologies is set to become the first Nasdaq-traded digital asset manager to combine Bitcoin" [X Link](https://x.com/Fools_Edge/status/1920955345314136189) 2025-05-09T21:33Z [---] followers, [---] engagements "Would explain the Friday pump on $CCCM. I doubt this is related to $PCAPU given the lack of movement on Friday. Tmrw morning will be interesting 🤓 $cccm now my 2nd largest single position Added significantly in the past few days. If deal goes thru I expect a total narrative shift and reset of this stock. 25% downside if deal doesn't go thru MUCH higher upside if deal goes thru Crypto treasury theme = super hot rn 🥵 https://t.co/BKTfRLqbSp $cccm now my 2nd largest single position Added significantly in the past few days. If deal goes thru I expect a total narrative shift and reset of this" [X Link](https://x.com/Fools_Edge/status/1937009704233758995) 2025-06-23T04:47Z [---] followers, [---] engagements "If this was a week ago $mbav stock would have shot up double digit % on this news EASILY. What a difference a week makes. "Did you say thank you" - Pomp 😅 The updated $MBAV Bloomberg piece shows Gabriel Abed (Binance Chair) and Wilbur Ross (Trumps former Commerce Sec) set to be Vice Chairs of the crypto holdings firm reportedly merging with M3-Brigade V. Spicing up the crypto reserve trade with a dash of Trump theme https://t.co/1SDE2jGTy2 The updated $MBAV Bloomberg piece shows Gabriel Abed (Binance Chair) and Wilbur Ross (Trumps former Commerce Sec) set to be Vice Chairs of the crypto" [X Link](https://x.com/Fools_Edge/status/1938017089052090403) 2025-06-25T23:30Z [---] followers, [---] engagements "@SPACuity $rtac - Could announce any day $mbav - I like their mgmt team and feel it has potential especially if the terms are similar to $cep as opposed to $cccm. Blood on the streets rn pomp sends his regards $clbr - merger hype" [X Link](https://x.com/Fools_Edge/status/1938626742932947285) 2025-06-27T15:53Z [---] followers, [---] engagements "@JM_research1 $CCCM NAV on a BTC basis I think is around $7 (post de-spac assuming [--] NAV to BTC holdings). So trading rn @ $3 premium. $MBAV TBD. If market likes their terms could potentially get a NAV premium assigned much like $CEP" [X Link](https://x.com/Fools_Edge/status/1939791318034559389) 2025-06-30T21:01Z [---] followers, [---] engagements "Reminder: Crypto is priced in volatility $mbav Not selling my warrant position will add if panicans do their thing" [X Link](https://x.com/Fools_Edge/status/1942629845403590890) 2025-07-08T17:00Z [---] followers, [---] engagements "$CLBRW hulking. $CLBR commons @ $20. $CEPO up a decent amount as well on blockstream btc treasury news Grats @Chaserx911 @amadbeast we crushing it bois 🥰 🫶" [X Link](https://x.com/Fools_Edge/status/1945470230924271634) 2025-07-16T13:07Z [---] followers, [----] engagements "The disconnect between $pew common and warrant is highly suspect. So fascinating. Reminds me of $bull & $bullw shortly after ipo but the inverse. Learn something new everyday. Did not have this scenario on my bingo card. Would have thought IV would come down post ipo. ✍📝" [X Link](https://x.com/Fools_Edge/status/1947864238908727586) 2025-07-23T03:39Z [---] followers, [----] engagements "1. Great find gotta love the great DDs here [--]. $dmyy warrants are trading at around the same price as rtac. Both unconfirmed/unofficial merger targets. (I wanted to buy $dmyy warrants to play this but was surprised to see it trading at such a premium probably even higher tmr) Could it be https://t.co/aSxvOyexzY Could it be https://t.co/aSxvOyexzY" [X Link](https://x.com/Fools_Edge/status/1952182774049468443) 2025-08-04T01:40Z [---] followers, [----] engagements "🛖 Multi bagger opportunity market still sleeping. Options VERY high risk I'm okay with 100% drawdown. Options chain very thin IV in line with other miners. I believe to be mispriced due to the upcoming IPO. Risks: btc volatility and theta decay" [X Link](https://x.com/Fools_Edge/status/1953487271719485832) 2025-08-07T16:03Z [---] followers, [---] engagements ""World Liberty Financial is reportedly pitching a plan to create a public company that would hold its WLFI tokens." They are making moves. Recall their July [--] tweet about "something for everyone" and "new ways to join the liberty movement" hmmm $rtac Big investors are being sounded out on a plan for World Liberty Financial the Trump family-backed venture to set up a public company that would hold its WLFI tokens joining the boom in digital-asset treasury firms https://t.co/M31uD7CbW0 Big investors are being sounded out on a plan for World Liberty Financial the Trump family-backed venture to" [X Link](https://x.com/Fools_Edge/status/1954024915494981672) 2025-08-09T03:40Z [---] followers, [----] engagements "Pure speculation but other possibilities I can think of for $wlfi treasury co (aside from the frontrunner imo $rtac) are: - $ABTC ( $gryp and $hut ) - $DOMH Both have heavy Trump ties. This is going to send so hard once announced. See $SRM / $TRON Any other possibilities" [X Link](https://x.com/Fools_Edge/status/1954221228895482235) 2025-08-09T16:40Z [---] followers, [----] engagements "Initiated a short position on $rblx This may pick up steam. Plus some hedge is nice given my overall long exposure to the markets. IV ain't too bad. Big fan of Nitin called some bangers like $nage and $rddt. Great job. August 13th marked the lowest number for CCUs for $RBLX over the last [--] days. This could get really interesting as more parents are finding out about this and stopping their kids from playing the game. This has been a complete PR disaster for the company. https://t.co/k5yHKVisWI August 13th marked the lowest number for CCUs for $RBLX over the last [--] days. This could get" [X Link](https://x.com/Fools_Edge/status/1956061661015490908) 2025-08-14T18:33Z [---] followers, [----] engagements "My thoughts on $RTAC atm:" [X Link](https://x.com/Fools_Edge/status/1957479691599917398) 2025-08-18T16:28Z [---] followers, 12.8K engagements "$hut had 10% of the trading volume of iren and cifr today. Meanwhile one of the most significant event in the company's history is happening (I think) tmrw With $gryp merging into $ABTC debut & ticker change Hmm 🤔🤔 No hype = opportunity Mayyybs" [X Link](https://x.com/Fools_Edge/status/1963099166151778784) 2025-09-03T04:38Z [---] followers, [---] engagements "Started starter position in $BTQQF today. NASDAQ uplist soon big insider buying I like mgmt team. Most importantly [--] sentences below. Ramble: I've been in and out of this ticker done my DD. Still of the opinion this is [--] of those zero or hero plays LT. Too early to tell rn" [X Link](https://x.com/Fools_Edge/status/1965828654354849842) 2025-09-10T17:24Z [---] followers, [----] engagements "Just added $MSFU on this. Don't think it's fully priced in given the lack of details rn regarding the prelim deal between $msft and openai. Eyeing calls This just became hyper relevant. This just became hyper relevant" [X Link](https://x.com/Fools_Edge/status/1966279647248921055) 2025-09-11T23:16Z [---] followers, [---] engagements "Imagine not going long Crypto Bitcoin and AI in this environment Imagine not going long 🥭 in this environment $HUT $ALTS $RTAC 🥰" [X Link](https://x.com/Fools_Edge/status/1969860457281491171) 2025-09-21T20:25Z [---] followers, [----] engagements "Increased my $rtac position in the low 1s recently. DD: 1) Smol chance it's tik tok (super 🤏) 2) It's prob about time for a DA given the timeline 3) SPACs are heating up again ( $cccx $hond) 🤞pomp doesn't pull off another red wedding w $pcap 🤣 4) Long 🥭 in this environment My thoughts on $RTAC atm: https://t.co/mtiRv5Ty4I My thoughts on $RTAC atm: https://t.co/mtiRv5Ty4I" [X Link](https://x.com/Fools_Edge/status/1970974828225351730) 2025-09-24T22:13Z [---] followers, 12.1K engagements "🐐 shit. I was wondering why the stock wasn't moving much on recent china ban. There it is. Cheers $nvx Ive been researching one that I believe has good odds for a similar outcome. Stay tuned Ive been researching one that I believe has good odds for a similar outcome. Stay tuned" [X Link](https://x.com/Fools_Edge/status/1976282285294125342) 2025-10-09T13:43Z [---] followers, [----] engagements "I'm in. $CEPT The cleanest pure play to RWA exposure on the market. Others names I can think of are $coin $blk $hood. Not pure at all RWA theme is very hot. I think it's underappreciated by the general market. Unless you're a 🤓 (like me) and went down the 🐇 hole. $CEPT rumor target @Securitize backed by Blackrock and Morgan Stanley. https://t.co/66pqKUXHex $CEPT rumor target @Securitize backed by Blackrock and Morgan Stanley. https://t.co/66pqKUXHex" [X Link](https://x.com/Fools_Edge/status/1976706144182645036) 2025-10-10T17:47Z [---] followers, [----] engagements "More multi baggers called in real time News was out there. Had PLENTY of time to react as the market was sleeping on the China Minerals Ban for 24-48 hours (Before mango tweet) $eose $abat $usar $nvx Speculative names continue to (quantum RE etc) Personal reflection I know rare earth and minerals and battery plays have alrdy popped off. I think there's still room to run. Especially in light of recent china ban and chatter of the administration taking stake in MORE minerals companies. https://t.co/cKkrGWpYcN $abat $eose $usar $nvx I know rare earth and minerals and battery plays have alrdy" [X Link](https://x.com/Fools_Edge/status/1977881604719587692) 2025-10-13T23:38Z [---] followers, [---] engagements "$rtac bro can u chill 😈 Increased my $rtac position in the low 1s recently. DD: 1) Smol chance it's tik tok (super 🤏) 2) It's prob about time for a DA given the timeline 3) SPACs are heating up again ( $cccx $hond) 🤞pomp doesn't pull off another red wedding w $pcap 🤣 4) Long 🥭 in this environment https://t.co/fETcowQRcP Increased my $rtac position in the low 1s recently. DD: 1) Smol chance it's tik tok (super 🤏) 2) It's prob about time for a DA given the timeline 3) SPACs are heating up again ( $cccx $hond) 🤞pomp doesn't pull off another red wedding w $pcap 🤣 4) Long 🥭 in this" [X Link](https://x.com/Fools_Edge/status/1978116412632596723) 2025-10-14T15:11Z [---] followers, [----] engagements "Brutal day. Added more to high convictions $hood and $nbis" [X Link](https://x.com/Fools_Edge/status/1981084210329755675) 2025-10-22T19:44Z [---] followers, [---] engagements "- $corz deal rejected by shareholders 🚫 - Current mgmt fired 👋 - SP no longer tethered by $crwv deal🤮 - Violent rerating 📈📈 - Giga pump to catch up to peers 😎 Imagine not having any upside exposure to this scenario. These are the setups that get me 😳🥵💦 More 👇👇 🧵 This is $corz shareholder #69 that is voting against $corz stock down 4% while peers are up over 5% $corz has under performed peers by a WIDE margin (due to $crwv deal) $corz is S tier in the space better than most miners Make it make sense. I think the market is wrong https://t.co/rZenQcWMl9 This is $corz shareholder #69" [X Link](https://x.com/Fools_Edge/status/1981724748548624706) 2025-10-24T14:09Z [---] followers, [----] engagements "2/ So: No deal = share price up Here's the kicker Yes deal = share price up AS WELL Here's why: Rn there is a lot of uncertainty due to the vote which naturally depresses the SP on both $corz and $crwv. Market HATES uncertainty" [X Link](https://x.com/Fools_Edge/status/1981724750993911888) 2025-10-24T14:09Z [---] followers, [---] engagements "3/ Deal pass = Market will finally be able to properly price in the synergistic benefits of the merged entity. Deal pass = $crwv SP up because of above = $corz SP up as well" [X Link](https://x.com/Fools_Edge/status/1981724752575172777) 2025-10-24T14:09Z [---] followers, [---] engagements "4/ To be clear I actually think the merger makes a lot of sense for both companies given their history and their relationship. What doesn't make sense is the valuation. I can't see $corz holders being too happy seeing peers like $iren $cifr massively outperform" [X Link](https://x.com/Fools_Edge/status/1981724753929936933) 2025-10-24T14:09Z [---] followers, [---] engagements "5/ It's easy to forget $corz is the true OG when it comes to pivoting to AI datacenters. They are proven executors in this space unlike many of the hot miners (not yet proven) They have the resources. They have the infrastructure. They have the energy. They have the CARDS🥭" [X Link](https://x.com/Fools_Edge/status/1981724755389563234) 2025-10-24T14:09Z [---] followers, [---] engagements "6/ Like imagine fading this in light of all the recent data center deals with the likes of BlackRock Oracle OpenAI Google Meta Microsoft. Imagine fading $corz when it's (thus far) underperformed peers by multi folds (aka CHEAP af). S-tier valued like a D-tier 😂" [X Link](https://x.com/Fools_Edge/status/1981724757121753142) 2025-10-24T14:09Z [---] followers, [---] engagements "7/ Imagine fading the hottest sector contributing MASSIVELY to GDP. Translation: Current admin will support it. With big tech earnings coming up they will continue to say the same thing they've said on past earnings calls. They are going to SPEND SPEND SPEND" [X Link](https://x.com/Fools_Edge/status/1981724759181140064) 2025-10-24T14:09Z [---] followers, [--] engagements "8/ In terms of how I'm playing it's a mixture of commons and calls. I actually think leaps are a very fascinating opportunity. If merger is approved you get continued upside on $crwv execution and sector tailwind being invested in the leader. No deal = I think massive 🌕🚀" [X Link](https://x.com/Fools_Edge/status/1981724760728867270) 2025-10-24T14:09Z [---] followers, [--] engagements "I added $alts today. Meme Comment. Meme Market. Nothing is real it's all vibes. If Mike A. can move these microcaps like $asst and $bkkt CZ bro can MOVE $alts Greenest of green dildos is possible. I gotta be exposed to the upside. idgaf they can grift my ass LMAO 😂 JUST IN: Binance founder CZ says Trump might be Satoshi Nakamoto JUST IN: Binance founder CZ says Trump might be Satoshi Nakamoto" [X Link](https://x.com/Fools_Edge/status/1981810122721833439) 2025-10-24T19:48Z [---] followers, [---] engagements "The very next trading day options activity picks up on $corz. I was scratching my head going why df are the chains so quiet/IV so low. Can you pls chill out until I wrap up my script and publish the DD on YouTube This is giga trade for me. I'm going to cook hard 😈🔥 - $corz deal rejected by shareholders 🚫 - Current mgmt fired 👋 - SP no longer tethered by $crwv deal🤮 - Violent rerating 📈📈 - Giga pump to catch up to peers 😎 Imagine not having any upside exposure to this scenario. These are the setups that get me 😳🥵💦 More 👇👇 🧵 https://t.co/SU6QbKk3K9 - $corz deal rejected by" [X Link](https://x.com/Fools_Edge/status/1982969988903567704) 2025-10-28T00:37Z [---] followers, [---] engagements "Me at night questioning if I am regarded for going so balls deep in $corz into the $crwv merger vote tmrw. Yes. The answer is YES 😂 Let's see how it goes ☺ At least [--] minutes of my mid ass scuffed DD will live on. So that it can be clowned upon if this goes against me LOL 🤙 https://www.youtube.com/watchv=6xLYiQdoeSM https://www.youtube.com/watchv=6xLYiQdoeSM when your friends ask you if you've texted your ex recently https://t.co/ODtcy3d4kA https://www.youtube.com/watchv=6xLYiQdoeSM https://www.youtube.com/watchv=6xLYiQdoeSM when your friends ask you if you've texted your ex recently" [X Link](https://x.com/Fools_Edge/status/1983711278188069042) 2025-10-30T01:43Z [---] followers, [----] engagements "Fun morning. Heart was beating so fast multiple hours. Either I'm a bitch or it's nature/instinct telling me I was over allocated 😅 $corz" [X Link](https://x.com/Fools_Edge/status/1983904296627241445) 2025-10-30T14:30Z [---] followers, [---] engagements "My initial rough thoughts on $corz rn in light of the rejection vote to merge with $crwv. I've spent a LOT of time on this company. Currently my largest exposure to this sector by far and my largest position in my portfolio by far. I've done my homework and feel good about my personal conviction. Here's my thoughts rn: -I am still of the belief that they are discounted far below their peers and a quality quality company with many assets that are in EXTREMELY high demand with the ai infra buildout rn that is only accelerating. -Short term shenanigans in terms of share price fluctuation is to" [X Link](https://x.com/Fools_Edge/status/1983921046311899566) 2025-10-30T15:36Z [---] followers, [---] engagements "Playing $rddt earnings with CCs on commons and smol levered position on $rdtl to capture upside. Premiums are always juiced on this name for earnings. Earnings are volatile and there is hella manip on this ticker on the upside and downside. I think they continue to crush ads growth. AI traffic bear thesis seems like noise to me given they are currently in discussions to renew with AI giants like google and openai. Long term it will work out. Reddit data too valuable. I continue to hold a long term position in this name have been for a while now. Was in it before the earnings call last year" [X Link](https://x.com/Fools_Edge/status/1983981777594282465) 2025-10-30T19:38Z [---] followers, [---] engagements "Generally agree with this. I'd probably put CoreWeave higher. Soluna is high risk high reward. Can see it flat/dump from dilution or meme pump on energy capacity fomo. $corz hasn't received much appreciation from datacenter hype this year. I'd place it higher but I'm obvs biased lol. @Antonzeehow There's not really a best to worst. It's more of trade-offs from risk vs. reward given current information. Don't take this too seriously but this is just my personal feeling right now given current MC's. https://t.co/RiCqPEOANm @Antonzeehow There's not really a best to worst. It's more of trade-offs" [X Link](https://x.com/Fools_Edge/status/1985141600951943394) 2025-11-03T00:26Z [---] followers, [----] engagements "@ericjackson @cvpayne There's a reason $ABTC short interest is so high and IV on puts is some of the highest on any non-bio stock. I say that as someone that likes $hut and its mgmt team" [X Link](https://x.com/Fools_Edge/status/1985753520952484222) 2025-11-04T16:58Z [---] followers, [----] engagements "Took a starter position on $bw. If they are good enough for $apld they are good enough for me. AI tailwind = many beneficiaries I paper handed $be and don't want to chase at these levels. This gets me exposure in a similar area. Need to do more research/DD hence only starter position. Working with $BW an overlooked company with [---] year of experience and [---] GWs deployed to bring more power to current and new sites faster and cost effectively. Working with $BW an overlooked company with [---] year of experience and [---] GWs deployed to bring more power to current and new sites faster and cost" [X Link](https://x.com/Fools_Edge/status/1986208707840032815) 2025-11-05T23:07Z [---] followers, [---] engagements "Reducing my position in $corz. I still like it and it's my fav rn in the space along with $nbis. I was over levered and rerisking given couple big earnings coming up in the space like $iren and $nbis. Been multiple companies recently experiencing over 20% drawdowns post earnings on bad but not horrible results. Even good results like $hood and $rddt are getting crushed. Feels shaky rn. Thing could change fast though" [X Link](https://x.com/Fools_Edge/status/1986461426815324618) 2025-11-06T15:51Z [---] followers, [---] engagements "I am so conflicted with $tva. I have a gut feeling they are going to bring out a banger deal given their track record. But my brain says no more than 1% allocation to warrants. Brain vs gut my frequent internal struggle lol. Anyone been watching $TVA warrants the last week Not a ton of volume but theres essentially been a bid at $1.30 and above the last week. https://t.co/xGhQbtumN4 Anyone been watching $TVA warrants the last week Not a ton of volume but theres essentially been a bid at $1.30 and above the last week. https://t.co/xGhQbtumN4" [X Link](https://x.com/Fools_Edge/status/1988344165571457126) 2025-11-11T20:32Z [---] followers, [---] engagements "I've reduced my $corz position further this week. Reason is due to the $crwv earnings that brought to light a "partner" falling behind which sources have indicated is likely $corz. My original thesis was $corz being an excellent executor which is looking like I may be wrong. Long term they are still one of the best (hence why I am not fully out) and this is likely just a little bump on the road in the grand scheme of things. THAT SAID the situation has changed so I am pivoting. I expected better. Opportunity cost is WAY too high right now especially with quality growth companies all getting" [X Link](https://x.com/Fools_Edge/status/1989535155485094299) 2025-11-15T03:25Z [---] followers, [---] engagements "Since this post $deft is down 50% and walked back their original annual revenue guidance. Now $100M less than what was projected. OOF I've done (not tryna flex) probably more research on this company than most. So I hope this'll provide some value. Just my opinion ofc. The [--] large elephant in the room is: 1) Growth 2) Credibility On the topic of growth well there's essentially been none. In fact it's regressed in some ways vs prior year given the disappointing Defi Alpha numbers this year. Moreover AUM has not been growing for a year. Like I mentioned below comparing this to other leaders" [X Link](https://x.com/Fools_Edge/status/1989558564352888995) 2025-11-15T04:58Z [---] followers, [----] engagements "🤣🤣 I'm rekt today lolz That nvda pump n dump along with data center names. Kinda jokes. Pretty dank. Gotta love the market. 🥸" [X Link](https://x.com/Fools_Edge/status/1991578834806943986) 2025-11-20T18:46Z [---] followers, [--] engagements "Gotta share the good and bad 🫡 [--] month later since the post below Nasdaq: -2.5% My portfolio: -14% (was down 30% at one point) 🤢 All things considered coulda been a lot worse considering how much leverage I had on high beta names. 🙏 🗒 Journaling my currents thoughts and what I'm going through: There's a lot more at stake now that my account's grown to a decent size (it's smol for many but meaningful to me). For instance this recent draw down I lost multiple years of savings working a 9-5. For me it's not really so much the absolute $ dollar amount I care about but rather what that" [X Link](https://x.com/Fools_Edge/status/1995718370767859882) 2025-12-02T04:55Z [---] followers, [--] engagements "Not saying there were signs.but there were signs. -50% since comment on Nov [--]. Shocked Pikachu face 🫨 $abtc $hut Genuinely feel really bad for avg retail. Trump stonks are extra hard mode difficulty rn. Retail keeps getting rugged. Yes I am bag holder on multiple Trump plays no crying in the casino. I am fine understood the risks. But avg retail Feelsbadman. Things could have been handled so much better but I digress. @ericjackson @cvpayne There's a reason $ABTC short interest is so high and IV on puts is some of the highest on any non-bio stock. I say that as someone that likes $hut and its" [X Link](https://x.com/Fools_Edge/status/1996431201410679061) 2025-12-04T04:07Z [---] followers, [---] engagements "Been in $BE for a while now volatile stock not for the faint of heart. The Substack article by @Arya__Deniz is the best research I've found on this ticker. Highly recommend reading through the whole thing. High risk already ran up a lot but if the AI infra buildout story plays out like I think they still have tremendous upside from here. I view it as another option to get exposure in this space as opposed to trying to pick specific data center winners (they don't always move as a group and has individual risks). I like $BE's technological moat and proven scale/performance/partnerships. (Just" [X Link](https://x.com/Fools_Edge/status/1996691283478524314) 2025-12-04T21:21Z [---] followers, [---] engagements "$hood down 9% on Nov metrics. Market's finally catching up. $ibkr outperforming. Until $hood grows its other verticals materially (like predictions markets) valuation will still be tied to crypto/macro for better or worse. My way of getting crypto exposure is thru $ibit & $hood. I believe the markets will do well into [----] given the fed printing so I will continue to have allocation and exposure to $hood. That said I do feel a lil uneasy with current valuations overall in the market. But with rate cuts and QE coming it's understandable. If the market slows materially like in [----] (which I" [X Link](https://x.com/Fools_Edge/status/1999215698787147950) 2025-12-11T20:32Z [---] followers, [---] engagements "@meowmeowdj @RHouseResearch lol I member dis. Bro was pretty dismissive for some reason when it came to $hut and a few other non $glxy names. Shame cuz he had put out I think good content on $glxy 🤷♀" [X Link](https://x.com/Fools_Edge/status/2001392972559007785) 2025-12-17T20:44Z [---] followers, [---] engagements "Added $crwv today. Never had this stonk before. It's down 70% from ATH with everyone screaming Ai BuBbLe. DD is: -Jensen is mega invested in them they need each other -Jensen said he REGRETS not betting even larger in them. Well now's his chance with the stock so beat up -If this continues $crwv is cooked. Which = UH OH for $nvda -"Show me the incentives and I'll show you the outcome" There is a heck of a lot of incentives I see -Way oversold rn Surely it can't get worse. Right 🤣 Absolute insanity on $CRWV here Someone's buying $CRWV [---] C 03/20/2026 for $17.1M This is a 52% OTM contract and" [X Link](https://x.com/Fools_Edge/status/2001400015973917175) 2025-12-17T21:12Z [---] followers, [---] engagements "I added to my $be position today. Currently about a 10-15% position for me. Watching closely. Expect more announcements from the company on deals and orders. Will happen 100% not if but when. Wish I bought more when it was cheaper but feel good about it given recent openai raise with sovereign wealth. Derisked this sector a meaningful amount. That said this stock is batsh*t crazy in terms of moves lol. I am fully expecting another series of red candles 🤣 In retrospect I should have added more when $crwv was -70% from peak and the "AI bubble" fears were EVERYWHERE. Like that level of drop is" [X Link](https://x.com/Fools_Edge/status/2002059930782638335) 2025-12-19T16:54Z [---] followers, [--] engagements "My [----] Returns Couple ✍ reflections and lessons 🔽 [--]. Caught the tariff dump in April with margin and leverage. Lesson for me is simply I will continue to go in heavy anytime in the future where the vix goes near [--] levels. These opportunities don't happen often and I don't overthink it. [--]. Caught thematic pumps related to Rare Earths Crypto AI Data Center. On the other hand also got greedy and held on too long on many of these high fliers. For example took big hits on $abat $usar $deft. While I did cut and take profits on the way up I should have been more aggressive given how fast some of" [X Link](https://x.com/Fools_Edge/status/2006805135968575916) 2026-01-01T19:10Z [---] followers, [--] engagements "scooped up more commons and calls today gimme gimme $path" [X Link](https://x.com/Fools_Edge/status/2007113019105714228) 2026-01-02T15:33Z [---] followers, [---] engagements "Robo stonks like $rr $serv $xbot last year hella pumped massively into CES [----]. I was there member it well dank times. Round [--] electric boogaaloo again this year for CES [----] Y NAT. They will get massive traction on socials again. I'm in $xbot - No pun intended 😂" [X Link](https://x.com/Fools_Edge/status/2008227241873101206) 2026-01-05T17:21Z [---] followers, [---] engagements "If you are not playing the Trump supreme court tariff decision then what are you doing I'm in $AS and $AMZN. The bigger the change the bigger the opportunity. This is up there. Tough part is nailing the timing (w/ options) as it may not be this week. Have a smol options position rn with pretty sizable margin position on commons. The rarating will be violent and beautiful. I LOVE this setup. IMO these are deeply positive EV plays you gotta take 10/10 with options. Upside is too large to ignore. Gotta be OKAY with taking -100% loss. SUPREME COURT TO ISSUE RULINGS ON TARIFFS FRIDAY The U.S." [X Link](https://x.com/Fools_Edge/status/2008595762654130246) 2026-01-06T17:45Z [---] followers, [---] engagements "Made $path my largest single stock position on that dip. Conviction is earned 🫡 scooped up more commons and calls today gimme gimme $path https://t.co/4XC5X5NPK9 scooped up more commons and calls today gimme gimme $path https://t.co/4XC5X5NPK9" [X Link](https://x.com/Fools_Edge/status/2008657820095586803) 2026-01-06T21:51Z [---] followers, [---] engagements "Should consider at least hedging a little imo Especially going into volatility event like supreme court ruling That's what I am doing. Still super net long but seems silly to not be hedged until Friday (if the tariff ruling comes out). Asset Managers are almost record-Short $VIX. The last time positioning looked like this (JuneJuly 2024) $VIX spiked in August [----] and $SPX corrected. Something to think about. https://t.co/ISu391mUpG Asset Managers are almost record-Short $VIX. The last time positioning looked like this (JuneJuly 2024) $VIX spiked in August [----] and $SPX corrected. Something" [X Link](https://x.com/Fools_Edge/status/2008999756576760062) 2026-01-07T20:30Z [---] followers, [---] engagements "Bought these this morning and yesterday after some more research. $ELF is VERY impacted by tariffs Much more so than $as and $amzn Man these are just so -chefs kiss- plays. Freaken LOVE this game. 🥰 Also added $uvix calls for some spice/hedge. I'd cry so hard if liberation day [---] came this friday and rekt me again. I am much more long atm than I was back then. Those were some fun times (NOT very stressful lol) If you are not playing the Trump supreme court tariff decision then what are you doing I'm in $AS and $AMZN. The bigger the change the bigger the opportunity. This is up there. Tough" [X Link](https://x.com/Fools_Edge/status/2009320948000842236) 2026-01-08T17:47Z [---] followers, [---] engagements "Still doing research on possible Iran conflict escalation opportunities in the markets. There are so many different areas impacted beyond the obvious (oil and defense stocks) from shipping insurance freight ties to Russian Uranium and more. $fro is already a [--] bagger in a couple days based on shipping rates potentially skyrocketing due to geopolitical conflict. Like fr I am slacking hard holy shit. -.- I should have caught onto it sooner and made that connection. Better late than never 😎 Dead ass there are so many freaken opportunities everywhere it's crazy Didn't expect to learn so much." [X Link](https://x.com/Fools_Edge/status/2010230225674588277) 2026-01-11T06:00Z [---] followers, [---] engagements "Bought $mstr -Oversold -Admin telegraphed printers coming -Inflation trade is well underway as a result gold silver mooning -Bitcoin has been flat pretty close to Apr lows. With mstr significantly below Apr lows. I expect this year to be a catch up year Like the r/r here" [X Link](https://x.com/Fools_Edge/status/2010785314043019530) 2026-01-12T18:45Z [---] followers, [--] engagements "$fro - That's the alpha I'm in. Upside is huge like GIGA. Gotta risk it for the biscuit. DD is simple. Chaos in Iran - Threats of strait of hormuz closing discussed - shipping rates moon - $fro prints hard Big downside BIGGER upside 🥰 Let's ROLL IRAN'S MONEY JUST HIT [--] AGAINST THE EURO The Iranian Rial is now literally worth [----] when you try to exchange it for euros. Not [--] cent not half a penny. Just [--]. Nothing. It is a clear indication that shows the end of a regime where the fall of its currency reflects its https://t.co/EfLHdSg6eu IRAN'S MONEY JUST HIT [--] AGAINST THE EURO The Iranian Rial" [X Link](https://x.com/Fools_Edge/status/2010820552403882121) 2026-01-12T21:05Z [---] followers, [---] engagements "Portfolio Progress [--] days into [----] 🫡 Couple thoughts: -I wasn't heavy on margin or heavy on call options. -Nov dump spooked me after I got rekt thx mostly to $corz (port drawndown at peak was around 30% OOF). Should have caught the red flags but ya live and learn. -Thus I turned more defensive & conservative positioning wise meaning mostly shares -I honestly didn't expect 26% return in under [--] weeks given my positioning. -I am a bit sussy about how fast and sharply things have moved up this year. Reminds me of Jan [----] price action wise. Small caps and memes constantly pumping massively" [X Link](https://x.com/Fools_Edge/status/2010882062010433653) 2026-01-13T01:10Z [---] followers, [---] engagements "😳😳 $fro is a real bro if I must say so you should know that it did grow. Put on a show and let's go. 😎 $fro - That's the alpha I'm in. Upside is huge like GIGA. Gotta risk it for the biscuit. DD is simple. Chaos in Iran - Threats of strait of hormuz closing discussed - shipping rates moon - $fro prints hard Big downside BIGGER upside 🥰 Let's ROLL https://t.co/2E2ykldUGr $fro - That's the alpha I'm in. Upside is huge like GIGA. Gotta risk it for the biscuit. DD is simple. Chaos in Iran - Threats of strait of hormuz closing discussed - shipping rates moon - $fro prints hard Big downside" [X Link](https://x.com/Fools_Edge/status/2011136623883563104) 2026-01-13T18:01Z [---] followers, [---] engagements "$Path is down 10% on no news. Spent countless hours researching $path. Here's my thoughts and how I'm viewing it: -SAAS industry in general is getting sold off. For reference $crm and $mndy are down over 6% each today -The idea behind it is that ai will replace many of these existing businesses and eat into their recurring rev. This will destroy their multiples and valuation as a result. These fears have crushed companies like $adbe and $duol despite decent growth and underlying fundamentals -The key is that it is an industry wide sell off meaning the baby is getting thrown out with the" [X Link](https://x.com/Fools_Edge/status/2011149025039265919) 2026-01-13T18:51Z [---] followers, [---] engagements "Iran conflict - I'm positioned with $oxy $fro and defensive stocks Potential tariff decision - I'm positioned with $elf and $amzn Both Iran conflict and tariff decision - I'm positioned with short term puts as a hedge and will keep my puts on until there is more clarity These are both MASSIVE events. I've said it before I'll say it again I think the market is largely sleeping on it. Let me spell it out. If Iran continues to escalate it'll impact not only Iran internally but the entire region geopolitically as well as the world. It'll spill over to Russia/China as well given their existing" [X Link](https://x.com/Fools_Edge/status/2011161823249051904) 2026-01-13T19:41Z [---] followers, [---] engagements "Who could have seen this coming hmm Below from 4h ago on Jan [--] $fro $fro - That's the alpha I'm in. Upside is huge like GIGA. Gotta risk it for the biscuit. DD is simple. Chaos in Iran - Threats of strait of hormuz closing discussed - shipping rates moon - $fro prints hard Big downside BIGGER upside 🥰 Let's ROLL https://t.co/2E2ykldUGr $fro - That's the alpha I'm in. Upside is huge like GIGA. Gotta risk it for the biscuit. DD is simple. Chaos in Iran - Threats of strait of hormuz closing discussed - shipping rates moon - $fro prints hard Big downside BIGGER upside 🥰 Let's ROLL" [X Link](https://x.com/Fools_Edge/status/2011486799793635365) 2026-01-14T17:13Z [---] followers, [---] engagements "Imagine calling out multi baggers in real time Imagine. 😳 $lmt $qqq $oxy $fro The gains are nice but the satisfaction of doing the work on Iran and calling it out beforehand is indescribable. Spent the weekend and last week obsessed on this topic. All documented too. Sometimes hard work pays off🥰 Man there is probably no greater feeling than this. Doing the work calling it out and being right. (Gains are just bonus. I care about the logic and process more and being positive EV since there is always uncertainty and risk). Iran conflict - I'm positioned with $oxy $fro and defensive stocks" [X Link](https://x.com/Fools_Edge/status/2011492986891194570) 2026-01-14T17:37Z [---] followers, [---] engagements "I think they'll need to announce a deal with non-coreweave hyperscaler soon to show the market they can and to derisk the company. I believe they said on their latest earnings call to expect a deal by year end [----] which hasn't materialized. I expect an announcement in the next few months https://twitter.com/i/web/status/2011657661746405599 https://twitter.com/i/web/status/2011657661746405599" [X Link](https://x.com/Fools_Edge/status/2011657661746405599) 2026-01-15T04:32Z [---] followers, [----] engagements "That would assume we are all playing the same game. What may seem irrational to one person may be the totally logical and optimal move for someone else. Sell $path - Derisk given competition and uncertainty in the industry + wider saas space. Chase other opportunities. Buy $path - Bet on mgmt execution + company not being meaningfully disrupted. No one knows who is right at this point that's the beauty of the markets 🙂 https://twitter.com/i/web/status/2011888326052135128 https://twitter.com/i/web/status/2011888326052135128" [X Link](https://x.com/Fools_Edge/status/2011888326052135128) 2026-01-15T19:48Z [---] followers, [---] engagements "Dug into $peli yday. They've got a "parent" company as well with rights to 30% of the location. So spac owns 70% they own 30%. Could be an interesting play on greenland narrative. (I'm not in because hard to assess how the market will value it upon despac just a dice roll on whether they strike oil. basically the slot machine rofl) Led me to research the greenland opportunity there's a few interesting companies out there in greenland :) Just upset missed out on $crml lol you had a great call out on it. Warrants are [---] bagger. talk about r/r and setups 😳 Find one of those and you are set" [X Link](https://x.com/Fools_Edge/status/2011898493485670674) 2026-01-15T20:29Z [---] followers, [---] engagements "$dal gains Admittedly this isn't skill mostly luck. But imagine fading a rerating of the valuation of a company currently going from a speculative explorer to having verified critical minerals. Yes the same minerals that China is locking the US out of in escalations. Oh and their mine is in Greenland next door to $crml 's massive rare earth mine. $crml market cap $2b $dal market cap $16m This is pretty obvious but do NOT follow me here or any other times do your own dd. (I am mentally prepared for large drawdowns for plays like these) I see some pretty interesting plays to catch the Greenland" [X Link](https://x.com/Fools_Edge/status/2011969702223102273) 2026-01-16T01:12Z [---] followers, [---] engagements "When you see posts saying writing Covered Calls is free money and the superior way to generate returns. There's no free lunch in the markets. Here's my cc's I wrote lulz (I only tend to write around 20% of my port max) $be $iren $rklb Yes this means the person that took the opposite side of me on BE made almost [--] bagger xD https://twitter.com/i/web/status/2012269674017280406 https://twitter.com/i/web/status/2012269674017280406" [X Link](https://x.com/Fools_Edge/status/2012269674017280406) 2026-01-16T21:04Z [---] followers, [---] engagements "I added to $glxy and $corz this week. Energy bottleneck theme continues and I believe they are heavily incentivized to lock in a hyperscaler asap. They were massively punished recently as a $crwv proxy during the recent Burry short / debt scare. The rerating once new deals come will have material upside potential I believe. The best part They've communicated it as such plainly. And it makes total sense from a business & share price perspective. We've seen that deals with hyperscalers = bigger rerating than deals with Coreweave due to the much higher credit profile of hyperscalers. For $corz" [X Link](https://x.com/Fools_Edge/status/2012368819436638213) 2026-01-17T03:38Z [---] followers, [----] engagements "Imagine fading the minerals sector. Writing is on the wall. Crystal clear if you just dig a little 😉 You are not bullish enough on US Critical Minerals as White House mineral and supply chain czar @DavidCopley shares the US government's ambitions in the mining sector at the Future Minerals Forum in KSA @FutureMineral https://t.co/XsCS3vncyA You are not bullish enough on US Critical Minerals as White House mineral and supply chain czar @DavidCopley shares the US government's ambitions in the mining sector at the Future Minerals Forum in KSA @FutureMineral https://t.co/XsCS3vncyA" [X Link](https://x.com/Fools_Edge/status/2012662509145096218) 2026-01-17T23:05Z [---] followers, [--] engagements "Exited 80% of my position today on this spike. I'll take 35% gain in [--] trading days. 😎 ty $dal dalaroo metals 🥰 $dal gains Admittedly this isn't skill mostly luck. But imagine fading a rerating of the valuation of a company currently going from a speculative explorer to having verified critical minerals. Yes the same minerals that China is locking the US out of in escalations. Oh and https://t.co/RDJd5l3Ojz $dal gains Admittedly this isn't skill mostly luck. But imagine fading a rerating of the valuation of a company currently going from a speculative explorer to having verified critical" [X Link](https://x.com/Fools_Edge/status/2013045646740066730) 2026-01-19T00:27Z [---] followers, [---] engagements "Bro I am stacking a levered position on a related Greenland play. No one is talking about this stock 🤫 Basically it's a call option with [--] months to expiry Probably really regarded. Definitely really regarded 😂 Gotta take these chances 🫡 I think EV is deeply positive despite pretty high likelihood of 100% draw down BREAKING: Trump post on Greenland https://t.co/54p6j1MHlu BREAKING: Trump post on Greenland https://t.co/54p6j1MHlu" [X Link](https://x.com/Fools_Edge/status/2013507867546886264) 2026-01-20T07:04Z [---] followers, [---] engagements "Said numerous times previously to have puts and laid out my reasons. (Bought these [--] trading day ago on Friday) $qqq ez $QQQ https://t.co/qkRb9XTTAe ez $QQQ https://t.co/qkRb9XTTAe" [X Link](https://x.com/Fools_Edge/status/2013735301059891364) 2026-01-20T22:08Z [---] followers, [---] engagements ""It's a long term deal especially as it pertains to security.AND MINERALS" ⛏⛏⛏ I gotta keep stackkkkkkin 🫡🫡🫡 🚨 BREAKING: President Trump confirms MASSIVE Greenland deal for America will be in effect "infinitely" ART OF THE DEAL in action overseas "It gets EVERYTHING we wanted. REAL national security" 🔥 "The deal will be put out every soon.it gets us everything we needed to https://t.co/MPMKORJuO5 🚨 BREAKING: President Trump confirms MASSIVE Greenland deal for America will be in effect "infinitely" ART OF THE DEAL in action overseas "It gets EVERYTHING we wanted. REAL national security"" [X Link](https://x.com/Fools_Edge/status/2014093593300947301) 2026-01-21T21:51Z [---] followers, [--] engagements "Imagine Rare Earth isn't a part of this. Imagine this change not impacting one of the [--] "crown jewels" Rare Earth mine in Greenland. Imagine this stock is currently trading at 1/10 the valuation of its "big bro" $crml. Imagine thinking there isn't US gov working groups set up specifically on the Greenland Minerals matter. Imagine thinking the company has no political connections to the US admin. Imagine thinking the US will totally ignore this company who btw conveniently owns a Rare Earth mine in Greenland that stands shoulder to shoulder to $crml's RE mine. Imagine thinking this Rare Earth" [X Link](https://x.com/Fools_Edge/status/2014199538987180246) 2026-01-22T04:52Z [---] followers, [---] engagements ""China will never gain a foothold economically" The picture I see is very VERY clear. -US/US firm buys out China's stake in etm just like they've done to multiple past RE companies. There is a lot of precedence on this. -Their court case w/ Greenland gets settled because the Rare Earth is too strategically important and there is WAY too much incentives for this to be held up in court. -etm IPOs on NASDAQ to take advantage of liquidity path and playbook already paved by $crml & others. The 1st [--] points above are the biggest factors dragging etm down rn. Once these clear. The rerating will be" [X Link](https://x.com/Fools_Edge/status/2014205253134999565) 2026-01-22T05:15Z [---] followers, [--] engagements "The [--] most significant videos on Greenland are below. Do you know what Rare Earth Mining Site they both cover in length That's right the Kvanefjeld Project. That's not a coincidence. It speaks to the significance and importance of the project. Here's the missing link that's missed. This project is owned by $etm $gdlnf 🧵 2/4 https://twitter.com/i/web/status/2014394533304213617 https://twitter.com/i/web/status/2014394533304213617" [X Link](https://x.com/Fools_Edge/status/2014394533304213617) 2026-01-22T17:47Z [---] followers, [--] engagements "X is being dumb and cut off my post midway -.- Here's the rest: To put the sheer size of Kvanefjeld into context it contains 5x more Rare Earth than $MP's crown jewel Mountain Pass. Yes the same $MP that the US government bought a stake in which sent the stock to the moon. Keep in mind Kvanefjeld also yields Heavy Rare Earths while Mountain Pass does not. These Heavies are significantly more valuable compared to the light counterpart. This is more than just some "rocks". Given China's monopoly on this market and their importance to the most critical aspects of the world (Defence AI Energy" [X Link](https://x.com/Fools_Edge/status/2014397782526996729) 2026-01-22T18:00Z [---] followers, [---] engagements "Interesting seeing more people pick up on this 👋 https://x.com/GrahamStephan/status/2014337757003624850 The US isn't buying Greenland for rare earths. We already have them. The real reason is a chemical variable that turns nuclear waste into profit. And its the only way to beat China in the AI race: The headlines scream Rare Earth Minerals every technology from EV batteries https://t.co/gu3prLC2rx https://x.com/GrahamStephan/status/2014337757003624850 The US isn't buying Greenland for rare earths. We already have them. The real reason is a chemical variable that turns nuclear waste into" [X Link](https://x.com/Fools_Edge/status/2014397785445970151) 2026-01-22T18:00Z [---] followers, [--] engagements "Another tidbit I thought was interesting from the video. "Greenland's future is unlikely to be determined by the Greenlandic people a Denmark court or Australian miners" 3/4" [X Link](https://x.com/anyuser/status/2015235800317780296) 2026-01-25T01:30Z [---] followers, [--] engagements "So let's wrap it up. What's my main takeaway/general thoughts -The US government is WELL aware of the significance of the Kvanefjeld project. -I think much more than public retail and institutional investors at this stage (based on the MC vs peers). Hence where the alpha is. -I think the most likely outcome is the US gov comes in and influences a settlement between the Greenland gov and the company. They take a stake in the company and kicks out the 8% Chinese ownership. -I believe this will occur because the incentives in this case is much too strong for anything else. This is critically" [X Link](https://x.com/anyuser/status/2015235802892992667) 2026-01-25T01:30Z [---] followers, [--] engagements "IV did come down post IPO as suspected under a month later. It got cut in half It never made sense to me why it was so high post ticker change theta gang/short vol feasted on this no doubt. No plays here for me. Just 📝 documenting for personal interest. The disconnect between $pew common and warrant is highly suspect. So fascinating. Reminds me of $bull & $bullw shortly after ipo but the inverse. Learn something new everyday. Did not have this scenario on my bingo card. Would have thought IV would come down post ipo. ✍📝 https://t.co/gtJJ6F53sX The disconnect between $pew common and warrant" [X Link](https://x.com/Fools_Edge/status/1958366694163791996) 2025-08-21T03:12Z [---] followers, [---] engagements "2021 meme market vibes NASDAQ uplist announced today we've known it was coming for so long. Yet it pumps over 30% on announcement. I mean I am surprised but I'm kinda not. This market man. 🕺while 🎶 is playing $BTQQF 🥰 Started starter position in $BTQQF today. NASDAQ uplist soon big insider buying I like mgmt team. Most importantly [--] sentences below. Ramble: I've been in and out of this ticker done my DD. Still of the opinion this is [--] of those zero or hero plays LT. Too early to tell rn https://t.co/zEVKwufMqR Started starter position in $BTQQF today. NASDAQ uplist soon big insider buying" [X Link](https://x.com/Fools_Edge/status/1970230992578249171) 2025-09-22T20:57Z [---] followers, [----] engagements "Pretty fun morning waking up to this. All things considered did pretty well today with -2.2% overall port draw down on the day (for reference QQQ down 2.1%). Especially since I was around 70% levered and had some high beta names like iren nbis hood rklb glxy etc (most down 5%+). Said numerous times previously to have puts and laid out my reasons. (Bought these [--] trading day ago on Friday) $qqq https://t.co/7QS2YOpJ6H Said numerous times previously to have puts and laid out my reasons. (Bought these [--] trading day ago on Friday) $qqq https://t.co/7QS2YOpJ6H" [X Link](https://x.com/Fools_Edge/status/2013738203207893481) 2026-01-20T22:19Z [---] followers, [---] engagements "It terms of total size and tonnage it's on par with $crml's Tanbreez mine. In terms of concentration it's twice as concentrated. This is the key that sets it apart from Tanbreez. To put simply Kvanefjeld will only need to process about half the amount of "rocks" as Tanbreez to get the same quantity of minerals. This cuts down mining and operations costs significantly. Speaking of efficiency this mine is also one of the largest uranium reserves on the planet. The uranium byproduct will further offset costs. 🧵 3/4" [X Link](https://x.com/Fools_Edge/status/2014394535649149105) 2026-01-22T17:47Z [---] followers, [---] engagements "Current price timestamp. I wanna come back to this. I think the market is being a silly 🪿 LET'S SEE 😊😊😊" [X Link](https://x.com/Fools_Edge/status/2014397787446632703) 2026-01-22T18:00Z [---] followers, [--] engagements "X is being dumb I couldn't publish the full thread in [--] go. So here is part 2: https://x.com/Fools_Edge/status/2014397782526996729 X is being dumb and cut off my post midway -.- Here's the rest: To put the sheer size of Kvanefjeld into context it contains 5x more Rare Earth than $MP's crown jewel Mountain Pass. Yes the same $MP that the US government bought a stake in which sent the stock to the moon. https://t.co/hRsu5cp5PI https://x.com/Fools_Edge/status/2014397782526996729 X is being dumb and cut off my post midway -.- Here's the rest: To put the sheer size of Kvanefjeld into context it" [X Link](https://x.com/Fools_Edge/status/2014398084122382615) 2026-01-22T18:01Z [---] followers, [--] engagements "RT @elonmusk: For quality of life it is better to err on the side of being an optimist and wrong rather than a pessimist and right" [X Link](https://x.com/Fools_Edge/status/2014554684783055296) 2026-01-23T04:24Z [---] followers, 31.3K engagements "Man there's opportunities everywhere. Just about connecting the dots. I should have made the connection but totally flew over my head. Will need to be more alert. 🫡 The $775 sunglasses Macron wore at Davos went viral and sent Italy-based iVision Tech shares up about 60% over the last [--] sessions. The orders surged so fast after his speech that the website crashed and the glasses quickly sold out. https://t.co/IZa44t3OYH The $775 sunglasses Macron wore at Davos went viral and sent Italy-based iVision Tech shares up about 60% over the last [--] sessions. The orders surged so fast after his speech" [X Link](https://x.com/Fools_Edge/status/2014822084082290886) 2026-01-23T22:06Z [---] followers, [---] engagements "No wonder rare earth plays I've been tracking pumped towards EOW. $amrq $etm $gdlnf This is massive for the sector. I suspect they'll all rise next week. Lots of capital will be pouring in the rare earth space. Theme is 🔥 I think $amrq $etm and $uuuu have a decent chance https://x.com/Fools_Edge/status/2014394531140006390 $USAR Will start Monday with a DJT candle It will be a Big Green on. Something like we have never seen before Thank you for attention https://t.co/3u1bnjfWGT https://x.com/Fools_Edge/status/2014394531140006390 $USAR Will start Monday with a DJT candle It will be a Big Green" [X Link](https://x.com/anyuser/status/2015286793999139021) 2026-01-25T04:53Z [---] followers, [---] engagements "Bro they gotta chill new spac coming with don and eric on board The struggle is so real 😭 $rtac $york $gter" [X Link](https://x.com/Fools_Edge/status/1952387899263262908) 2025-08-04T15:15Z [---] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Fools_Edge Fool's Edge
Fool's Edge posts on X about $hut, in the, $corz, $snap the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-----] -20%
- [--] Month [------] +902%
- [--] Months [-------] +132%
- [--] Year [-------] +2,192%
Mentions: [--] #
- [--] Week [--] -67%
- [--] Month [--] +129%
- [--] Months [---] +97%
- [--] Year [---] +658%
Followers: [---] #
- [--] Week [---] +2.50%
- [--] Month [---] +7.90%
- [--] Months [---] +81%
- [--] Year [---] +603%
CreatorRank: [---------] #
Social Influence
Social category influence stocks finance cryptocurrencies countries technology brands social networks exchanges currencies luxury brands fashion brands
Social topic influence $hut, in the, $corz, $snap #58, greenland, $fro, iran, $deft, stocks, $rtac
Top accounts mentioned or mentioned by @amadbeast @mattnachtrab @vikmittal @valwithcatalyst @chaserx911 @cschlauf @meowmeowdj @forson @odddiligence @pep19921 @ericjackson @cvpayne @evanspiegel @chriscamillo @theroaringkitty @spactrack @spacman17 @brandonlutnick @zachwitkoff @stevewitkoff
Top assets mentioned Hut [--] Mining Corp. (HUT) Core Scientific, Inc. Common Stock (CORZ) Snap, Inc. (SNAP) Frontline Ltd. (FRO) Defi Technologies, Inc. (DEFT) CoreWeave, Inc (CRWV) Columbus Circle Capital Corp I Class A Ordinary Shares (CCCM) XLink Bridged BTC (ABTC) Robinhood Markets, Inc. (HOOD) Nebius Group N.V. Class A Ordinary Shares (NBIS) Oxygen (OXY) Bitcoin (BTC) Critical Metals Corp. Ordinary Shares (CRML) USA Rare Earth, Inc. Class A Common Stock (USAR) Reddit, Inc. (RDDT) AppLovin Corporation (APP) Metadium (META) pepe in a memes world (PEW) Iris Energy Limited (IREN) Bloom Energy Corporation (BE) UiPath, Inc. (PATH) Amazon.com, Inc. (AMZN) NVIDIA Corp. (NVDA) Cantor Equity Partners, Inc. Class A Ordinary Shares (CEP) Bull Market (BULL) World Liberty Financial (WLFI) Galaxy Digital Inc. (GLXY) MP Materials Corp. (MP) NovaDEX (NVX) aelf (ELF)
Top Social Posts
Top posts by engagements in the last [--] hours
"@MattNachtrab Great post. Can I ask where you got the $500 for P3 AZ and $1000 upon approval figures from"
X Link 2024-03-26T15:52Z [--] followers, [---] engagements
"Seems like this is the source of the 20b. Personally strongly disagree with this for many reasons. [--]. Biogen's drug impacts are attributed to an analysis on Lilly's drug. Seems off to me. That's like saying AVXL's performance is related to SAVA's"
X Link 2024-03-28T01:55Z [--] followers, [---] engagements
"2. The market overall was drunk & irrational in [----] not a great base yr. Stocks pumped waaay above their "fair" value because everyone was yoloing into the market drunk off the free stimmy cheques and money printer go BRRR"
X Link 2024-03-28T01:55Z [--] followers, [---] engagements
"IMO the reality is that because a safe and effective AZ treatment literally do not exist it is difficult to evaluate as there is no precedent. Which is both a blessing and a curse"
X Link 2024-03-28T01:55Z [--] followers, [---] engagements
"To elaborate VKTX giga pumped on great P2 results because there are plenty of data and precedent for the fancy wall street peeps with their fancy models to work out a "fair" price that's "justified""
X Link 2024-03-28T01:55Z [--] followers, [---] engagements
"3) He projects out to [----] with penetration peaking at 20% in [----]. So many things can change in [--] yrs. New treatments new advancements breakthrus etc. Just ask the CFAs that did DCF on $nvda [--] years ago"
X Link 2024-03-31T05:03Z [--] followers, [--] engagements
"To be clear I'm not totally dismissing DCF. There's value in it especially for established boomer companies with predictable revenue/expense like $KO End of day I think we can all agree there's a ton of unknowns at this point for sava. The share price has reflected that"
X Link 2024-03-31T05:03Z [--] followers, [--] engagements
"@MattNachtrab Something else to consider: There's 17k open interest on $22 calls expiring today. Market Makers (they wrote the call options) are not in the business of losing money. They'll be trying their best to ensure these expire worthless. OI for May [--] is abnormally high vs other dates"
X Link 2024-05-03T19:16Z [--] followers, [--] engagements
"@MattNachtrab Could be some hedging involved with these $22 options as they line up nicely with warrant expiration i.e. short warrant/share and long calls Max pain is $22. May explain the high short activity recently Reality is that absent news $sava share price goes where MM wants"
X Link 2024-05-03T19:28Z [--] followers, [---] engagements
"@ChrisCamillo @TheRoaringKitty This is literally $doge [---] lol Anticipation Actuality "no plan" big oof"
X Link 2024-06-07T16:48Z [--] followers, [----] engagements
"My thoughts on the $sava Q2 [----] earnings call Full audio posted https://www.youtube.com/watchv=DzATlGZ4rLA https://www.youtube.com/watchv=DzATlGZ4rLA"
X Link 2024-08-08T17:04Z [--] followers, [---] engagements
"@MattNachtrab Matt to your comment about struggling to understand the motive of shorting Here's how I see it. [--]. 99% AD drugs fail [--]. Shrouded in controversy [--]. MOA/Science is unique [--]. Per below $sava is #4 on [--] yr return IN THE MARKET (above 1b mc). Behind $nvda ahead of $gme $smci"
X Link 2024-09-22T22:01Z [--] followers, [----] engagements
"Posted Neptune Digital DD video yesterday $NDA $NPPTF up almost 100% today Let's go 😎 Yum Yum https://www.youtube.com/watchv=so__QRs3nxk https://www.youtube.com/watchv=so__QRs3nxk"
X Link 2024-10-29T02:44Z [--] followers, [---] engagements
"@MattNachtrab Days to cover is a function of avg daily share volume. Once result is released volume will be thru the roof regardless of whether it's a success or not. This number will come down dramatically post readout. I wouldn't read too much into this IMO. bio is diff beast"
X Link 2024-11-07T13:58Z [--] followers, [---] engagements
"Sold Nov calls early woulda been close to [--] bagger by now oh well can't get greedy $rddt Up [--] figures today. Letting leaps ride. Clear winner. $rddt https://t.co/MHzp4haBPl Up [--] figures today. Letting leaps ride. Clear winner. $rddt https://t.co/MHzp4haBPl"
X Link 2024-11-07T22:30Z [--] followers, [--] engagements
"Anotha one LETS GOOO we like big green candles DD was literally I saw a reddit post that recommended $alt and $vktx before vktx giga pamped. Figure R/R was there for alt given their MC. If it's dumb but it works then.😂🤣"
X Link 2024-11-13T05:02Z [--] followers, [---] engagements
"$17 to $27 $mara in a week. 🥳 The $mara hate at $17 was unreal given btc bull and fundamentals (mining & hodl) made no sense. Bought more $mara calls in the $17s yesterday. Sentiment and vibes felt like all time low. In a BTC bull 😂 My thoughts from yday vs price action today. https://t.co/QtlhDFfUsi Bought more $mara calls in the $17s yesterday. Sentiment and vibes felt like all time low. In a BTC bull 😂 My thoughts from yday vs price action today. https://t.co/QtlhDFfUsi"
X Link 2024-11-22T20:40Z [--] followers, [---] engagements
"@MattNachtrab Absolutely agree with you Matt. Institutions are generally conservative and are okay missing out on bulk of gains to jump in late. Especially in this case to your point on non-consensus and novel MOA in 'controversy'. Hard to stick your neck out as a fund manager"
X Link 2024-11-23T05:02Z [--] followers, [---] engagements
"Reflecting back on $sava and groupthink/investor psychology. This was the cold water in the face moment that really hit me where I thought to myself "holy shit either I'm crazy or I am in a semi cult" Cont'd below. Our money in $SAVAW may have been lost 😭. But maybe this meme I cooked up may live on. In light of the recent $sava warrant botch. (ps don't take it too srs I'm slightly exaggerating just slightly.) 😆 https://t.co/cPdgJe91eA Our money in $SAVAW may have been lost 😭. But maybe this meme I cooked up may live on. In light of the recent $sava warrant botch. (ps don't take it too srs"
X Link 2024-12-05T02:54Z [--] followers, [---] engagements
"I remember visiting the sava discord expecting to see an angry mob of people since our warrants were just rugged by mgmt. Instead I witnessed the opposite. There were so many bullish tinfoil theories on mgmt cancelling warrants early because buyout / partnership was coming"
X Link 2024-12-05T02:54Z [--] followers, [--] engagements
"I recall there were 2-3 unhappy people in the discord but they were getting gaslit by a mod into this being their fault. Which of course was the consensus in that group. Of course $sava management could do no wrong. This warrant fiasco was no exception in their eyes"
X Link 2024-12-05T02:54Z [--] followers, [---] engagements
"Bought weekly $hood calls today Catalyst: 1) Potential sp500 inclusion announcement today 2) DFV returning = retail hype narrative is strong tailwinds for Robinhood"
X Link 2024-12-06T15:17Z [--] followers, [---] engagements
"My levered position on $U. Was planning on continuing to accumulate & sharing my thoughts on vid once I had time but 🐈 (no pun intended) may be out of the bag. High level many catalysts that make this a great risk to reward trade with many tailwinds. 🧵Thread below 🧵"
X Link 2025-01-23T04:12Z [--] followers, [---] engagements
"1. Deregulation I am very confident the new administration and their stance on this. $U had been in multiple takeout target discussions in the past ranging from $APP to $META. Given the new administration I'd expect more deals to be going thru $U is prime target"
X Link 2025-01-23T04:12Z [--] followers, [---] engagements
"I see big takeouts happening shortly and when they happen WS and the general public will quickly wake up to this and search for takeout targets. With less red tape I can see Big Tech going ham on acquisitions. $U is a prime target for a $goog $meta $app $aapl takeout imo"
X Link 2025-01-23T04:12Z [--] followers, [---] engagements
"Update on $U: I've exited 90% of my $U calls post Q4 earnings. Market was seeing and appreciating the $U ads biz potential which I've been talking about for the past # of months. Now is a question of execution. Which historically mgmt has been terrible at. -con't below"
X Link 2025-03-01T18:30Z [--] followers, [--] engagements
"Market is now in "Show Me" mode. My plan is to play the next few $u earnings via otm call options. The needle mover on this stock will be ads and only ads imo. Other features (engine3dar/vr) are cool and all but won't significantly impact SP in the near term. -con't below"
X Link 2025-03-01T18:30Z [--] followers, [--] engagements
"To elaborate I believe in and love the tech of $u but it's too early atm in terms of having material $ impact. As proven by $meta scaling back on the metaverse and $aapl scaling back on vr goggles. Game engine fee $ increase wise their hands are tied given recent backlash"
X Link 2025-03-01T18:30Z [--] followers, [--] engagements
"Data looks really good for $CDXC in Q4 [----] and beyond. I believe the IV business growth will be a needle mover in the earnings call which the market is largely ignoring. Biggest risks are: -Mgmt sandbagging guidance -Potential tariff impact I like the r/r here ⚕ $CDXC reports this week Tuesday after-hours. The brand is the producer of "Tru Niagen" an NAD+ supplement which has been rising in consumer interest Track and discover trends like this on https://t.co/MKMA9p0wO9 https://t.co/niAWN2m4jU ⚕ $CDXC reports this week Tuesday after-hours. The brand is the producer of "Tru Niagen" an NAD+"
X Link 2025-03-02T19:48Z [---] followers, [---] engagements
"Some additional datapoints for $CDXC -Largest institutional ownership ever -Richest man in HK owns over 10% -Nestl owns 5% -Insiders own over 40% $CDXC also guided relatively conservatively imo in their Q3 earnings call I believe they will exceed based on data I'm seeing"
X Link 2025-03-02T20:02Z [---] followers, [---] engagements
"Added pretty heavy into $hood today. Big fan of Vlad and their ambitions + execution to date. Feeling pretty gross about the red in my port and I fully expect to get punched and see it continue to bleed. Bring it🫡"
X Link 2025-03-05T04:51Z [--] followers, [--] engagements
"Strong quarter and guidance from $CDXC Wish I didn't paper hand 30% of my $6 March calls but we'll TAKE IT. Seems they've had some hiccups with supply chain for IV all gucci. Expect strong growth in [----]. Guidance v strong. NAD trend is playing out as expected. Grats all Data looks really good for $CDXC in Q4 [----] and beyond. I believe the IV business growth will be a needle mover in the earnings call which the market is largely ignoring. Biggest risks are: -Mgmt sandbagging guidance -Potential tariff impact I like the r/r here https://t.co/NGS4LzGQJN Data looks really good for $CDXC in Q4"
X Link 2025-03-05T14:46Z [---] followers, [---] engagements
"Quantum Day is now widely discussed. Edge is largely gone. Reversed to being short quantum. I expect it'll be a sell the news event on Quantum Day. Highly anticipated events often turn out to be sell the news events. Ex: CES Crypto Summit $QBTS $RGTI $IONQ $QUBT https://t.co/PGTmoagY5I Posted Quantum Stocks DD yday. Quantum Stocks Today: https://t.co/reeXhfQ9ss https://t.co/PGTmoagY5I Posted Quantum Stocks DD yday. Quantum Stocks Today: https://t.co/reeXhfQ9ss"
X Link 2025-03-18T14:35Z [--] followers, [---] engagements
"@MattNachtrab That's good I saw your play on $smci I guessed you were pretty levered up on it lol that's why I mentioned it"
X Link 2025-04-11T18:36Z [--] followers, [---] engagements
"Trading Portfolio Up 40% This Week. 🥳 Went levered long on: - 3x Nasdaq $TQQQ - 2x Robinhood $ROBN - $HOOD calls Documented my buys and thoughts in real time see chain here Many lessons & mistakes 🧵- See below https://x.com/Fools_Edge/status/1910174776351391798 As mentioned I bought the dip 🫡 Was fully willing to ride these to giga losses. Risk to reward was too skewed imo. Felt like vomiting🤮hitting the buy button seeing my port in red & rekt. That's when the disgusting returns are made ☺☺ $qqq $tqqq $hood $robn https://t.co/UXnRbv5R23 https://x.com/Fools_Edge/status/1910174776351391798"
X Link 2025-04-12T01:22Z [--] followers, [---] engagements
"These are currently the top SPACS of [----] pre DA (imo): [--]. $RTAC - World Liberty/Truth Fi (50% est) [--]. $CCCM - Mini $CEP BTC Treasury (90% est) [--]. $YORKU / $YORK - Trump Mobile (99.69% est) Dark Horse pick: $MBAV - Tether co-founder connection likely crypto related merger Should I launch a SPAC Should I launch a SPAC"
X Link 2025-06-19T21:30Z [---] followers, [----] engagements
"My [--] cents on $CCCM is cheap due to low NAV argument: While I don't disagree it's cheap on paper 'Big guys' got a better deal - not great for sentiment. Treasuries need confidence of shareholders to say "dilute me more". To elaborate:🔻"
X Link 2025-06-25T02:15Z [---] followers, [----] engagements
"@spactrack @SPACMAN17 @vik_mittal @OddDiligence Pure speculation but perhaps $cccm mgmt heard from birdies of the $MBAV treasury news (came out today) and wanted to front run it. So they rushed it"
X Link 2025-06-26T00:01Z [---] followers, [---] engagements
"@valwithcatalyst @vik_mittal I think it's difficult to apply NAV metric to $cccm The market in simple terms rewards biz (like $mtplf) that's able to grow BTC w/shareholder alignment. $cccm is in a tough spot. Raising more debt = increase short pressure. Raising via dilution yeah gl w/ current sentiment"
X Link 2025-06-26T19:45Z [--] followers, [---] engagements
"@valwithcatalyst @vik_mittal There's also added uncertainty with merger whether it goes through and the timeline. Given the uncertainties and unique nature of this business there's just too many question marks at the moment. I think a fair NAV is one in line with the miners until proven otherwise"
X Link 2025-06-26T19:48Z [--] followers, [--] engagements
"@valwithcatalyst @vik_mittal Good question I see them as much more established with better backing (Softbank Cantor Tether). Most importantly they started off more fair with respect to NAV value of BTC holding vs SP at NAV. A successful treasury is all about retail allignment again see mtplf"
X Link 2025-06-26T19:56Z [--] followers, [---] engagements
"@valwithcatalyst @vik_mittal Trust is extremely important especially for a treasury if the goal is to grow (aka dilute common holders). Otherwise you end up like some of the miners such as $mara. Why aren't they trading above NAV The market doesn't trust their execution"
X Link 2025-06-26T19:58Z [--] followers, [---] engagements
"It do be like that🤣 $cccm $bmnr"
X Link 2025-06-30T20:43Z [---] followers, [---] engagements
"As someone that was in $MSTR and now in $MTPLF it's a shame how $CCCM turned out so far. Just my 2c as someone that was really excited initially. Hopefully they can turn it around. Much better opportunities to deploy capital elsewhere atm IMO. $CCCM SPAC deal should be a wake-up call for the rest of the SPAC sponsors that they cant get away with just buying Bitcoin put it in a structure at 2x NAV and expect to be paid Get some REAL deals done Otherwise go back to the gutters you crawled out from 🥹👋🏻 $CCCM SPAC deal should be a wake-up call for the rest of the SPAC sponsors that they cant"
X Link 2025-06-30T22:37Z [---] followers, [----] engagements
"@amadbeast rip. What broker are you with Could give ibkr a try"
X Link 2025-07-05T15:20Z [---] followers, [--] engagements
"Shower-thought maffs: Excluding the private placement warrants that the sponsors bought Considering the total outstanding There can be no more than [---] of me ___ Most would call me crazy don't totally disagree tbh In 🥭 I trust 🫡🫡"
X Link 2025-07-05T16:11Z [---] followers, [--] engagements
"They told me diversification is key to investing so I diversified $CLBR into leverage leverage and more leverage. Does that count 👁👄🧿"
X Link 2025-07-08T02:22Z [---] followers, [----] engagements
"@amadbeast One of these things is not like the other"
X Link 2025-07-08T02:27Z [---] followers, [--] engagements
"My trading accnt performance in the past year Documented ideas & thoughts near real time on X and YouTube NGL mentally I've taken a beating. That's the price of admission. (Transparency: I think ibkr % return isn't accurate) Don't follow me. Do your own dd. I'm regarded 😈"
X Link 2025-07-11T16:17Z [---] followers, [--] engagements
"@amadbeast @Brandonlutnick @ZachWitkoff @SteveWitkoff Reminds me of ol $PSTH days I remember ppl got so hyped (myself included lol) cuz @BillAckman was following the founders of Stripe haha"
X Link 2025-07-13T15:39Z [---] followers, [--] engagements
"Market hates $DEFT. One of the few cashflowing crypto companies and by far the cheapest multiples I've seen compared to peers with heavy insider ownership. I'd say it makes no sense but I get it. Increased my position lowkey hoping it keeps dipping 😆"
X Link 2025-07-16T18:26Z [---] followers, [----] engagements
"@Chaserx911 @amadbeast 😂😂 bro tell me u sold on the run up"
X Link 2025-07-17T20:25Z [---] followers, [--] engagements
"@Chaserx911 @amadbeast @Fidelity FAKKKK bro i'm sorry 😢 I'd suggest IBKR it's been great for me thus far"
X Link 2025-07-17T20:34Z [---] followers, [--] engagements
"Not normally a fan of TA but this setup is pretty nice when coupled with several catalysts: -$2.5b raise bitcoin announcement any day now -Recent pro crypto developments by current admin -I expect new crypto related positive news coming Entered starter $djt position $DJT is in a prolonged consolidation channel and (imo) about to break out. Squeeze like potential. https://t.co/8pcSmdjGxX $DJT is in a prolonged consolidation channel and (imo) about to break out. Squeeze like potential. https://t.co/8pcSmdjGxX"
X Link 2025-07-18T02:58Z [---] followers, [---] engagements
"@pep19921 Totally valid point. It rly depends on your strat to trade them. Lots of factors at play. Pricing timing narrative risk profile. It's a beautiful game. That said I am totally out of the other [--] rn. Opportunity cost is real"
X Link 2025-07-19T05:27Z [---] followers, [--] engagements
"📝 Exhibit [--] on Trump stocks/ventures = VOLATILE: $pew And that's a good thing. So many opportunities. I am eyeing [--] Trump tickers with upcoming catalyst👀 Just [--] is enough to make outsized returns. That chart & candle is actually so jokes I still can't get over it haha.🤣 They told me diversification is key to investing so I diversified $CLBR into leverage leverage and more leverage. Does that count 👁👄🧿 https://t.co/btsKTpEYpN They told me diversification is key to investing so I diversified $CLBR into leverage leverage and more leverage. Does that count 👁👄🧿 https://t.co/btsKTpEYpN"
X Link 2025-07-19T23:19Z [---] followers, [----] engagements
"Added [--] figures into $deft today Their AUM is ballooning rn Team has been non stop executing Here's something buried in the press release today They are busy 🐝🐝 Market hates $DEFT. One of the few cashflowing crypto companies and by far the cheapest multiples I've seen compared to peers with heavy insider ownership. I'd say it makes no sense but I get it. Increased my position lowkey hoping it keeps dipping 😆 https://t.co/eG86PCmAIh Market hates $DEFT. One of the few cashflowing crypto companies and by far the cheapest multiples I've seen compared to peers with heavy insider ownership. I'd"
X Link 2025-07-21T15:59Z [---] followers, [---] engagements
"@Chaserx911 @amadbeast @KanJess1113 Can you provide the April filing details related to Nunes This is interesting. Also I probably wouldn't put too much weight into the language about conflict of interest in the filing. It is pretty standard across spacs"
X Link 2025-07-22T17:06Z [---] followers, [--] engagements
"Looks like I'm not starting a position. $deft options not only have low liquidity but also INSANELY high IV. For context it's the same IV as $sbet. Yeah. Nuff said. I wish liquidity was higher so we'd get a more accurate picture. Shares are the way atm imo. Bummer. I spy something I will 99.9% be starting a position in Been waiting quite some time 😊 👀 I spy something I will 99.9% be starting a position in Been waiting quite some time 😊 👀"
X Link 2025-07-23T03:54Z [---] followers, [---] engagements
"@OddDiligence Yeah there's deff arb opportunities. I remember a big brain on wsb arb'd the shit outta $bull by going short the commons and long the warrants. Made a tidy profit mostly risk free. (only risk is short squeeze/margin call) I also got no position fascinating tho"
X Link 2025-07-23T04:02Z [---] followers, [---] engagements
"@amadbeast @yongyong_yon $hut could un-ironically be the biggest trump play of the year if timed properly with short term options. 👀🤫 (very under the radar atm judging by the low OI on options in the timeframe I'm thinking of)"
X Link 2025-07-24T03:15Z [---] followers, [---] engagements
"The punk ape (that $game recently acquired) at its peak few years ago is worth HALF of $game's MC today. Probably unpopular opinion as people love to hate on NFTs but I think Punks are SOLID and will likely go up over time. Punks treasury company in [----] is a WILD timeline🤣 These are the previous sale prices of Cowboy Ape #5577 you cant tell me that when $eth breaks 4k/5k and we get an alt cycle that these prices wont come around again. $GAME https://t.co/KVIDjFSy4V These are the previous sale prices of Cowboy Ape #5577 you cant tell me that when $eth breaks 4k/5k and we get an alt cycle"
X Link 2025-07-25T22:09Z [---] followers, [---] engagements
"I took a position in $game today because I love the degeneracy and innovation. Couple sweeps and Punks floor will MOVE. Just hope they don't start sweeping shit NFT projects (aka like 99% of em lmao) 🤣 If they do I am out ASAP"
X Link 2025-07-25T22:09Z [---] followers, [---] engagements
"1. One of the biggest events in the company's history is happening this month [--]. Has potential to be the most talked about ticker in the entire market [--]. 🥭 + crypto + AI [--]. Options chain OI is hella thin = market sleeping on it [--]. IV spike potential 🏄 LOVE THIS SETUP 👀👀"
X Link 2025-08-05T01:19Z [---] followers, [---] engagements
"🛖's current MC is $2B btw. Practically no one on X/Reddit/Stocktwits is talking about it. Flying under the radar 🥷 Am I regarded or am I regarded find out on the next episode of DRAGONBALL Z "you need to believe in yourself to the point of delusion" I am delulu 😎"
X Link 2025-08-05T22:23Z [---] followers, [--] engagements
"$ABTC MC (based on $GRYP current valuation) = $5B $HUT MC currently = $2B Such a clean arb shorting gryp and longing hut. One of those times where conviction is tested. Either the market is regarded or I am super duper regarded 🤣 (probably the latter) idc. Got conviction"
X Link 2025-08-08T15:17Z [---] followers, [----] engagements
"Ruling out $pew because they are not traded on the Nasdaq"
X Link 2025-08-09T16:40Z [---] followers, [---] engagements
"@pep19921 The trump bros own a fairly significant chunk of both abtc and domh. You are right in that incentives obviously matter a lot and need to be aligned. wrt $abtc they own close to 20% at currently a 5b valuation. So yeah they got a ton of skin in the game lol"
X Link 2025-08-10T22:21Z [---] followers, [--] engagements
"@meowmeowdj @pete_rizzo_ Hey man do you mind following back so I can pm Just wanted to get your thoughts on a couple things related to $hut and the merger with $abtc. I really liked ur DDs on reddit"
X Link 2025-08-10T22:34Z [---] followers, [--] engagements
"Got rekt on my inital $ALTS shares buys but bought the dip on leverage 🫡 Felt so gross yday 🤮 Much better today☺ TY paper hands☺ Shower thoughts: The concept behind this stock is so brand new there is no historical valuation precedence. Uncharted waters = Opportunities Felt 🤮 today. Not even sweating rtac. For context warrant price is lower than mbav cccm and pew now. Rotating from commons into warrants today made sense to me. Unfortunately got rekt on alts. Probably a hot take atm but I think wlfi project has insane potential/upside. Felt 🤮 today. Not even sweating rtac. For context"
X Link 2025-08-13T21:09Z [---] followers, [---] engagements
"Another multi bagger called in real time. Got multiple 🧾🧾🧾 on $hut. LFG 😊😊😊 $ABTC MC (based on $GRYP current valuation) = $5B $HUT MC currently = $2B Such a clean arb shorting gryp and longing hut. One of those times where conviction is tested. Either the market is regarded or I am super duper regarded 🤣 (probably the latter) idc. Got conviction. https://t.co/6YLpDUuHRx $ABTC MC (based on $GRYP current valuation) = $5B $HUT MC currently = $2B Such a clean arb shorting gryp and longing hut. One of those times where conviction is tested. Either the market is regarded or I am super duper"
X Link 2025-08-13T21:17Z [---] followers, [---] engagements
"Bro I have no idea wtf any of this means. It sounds bullish tho I think lol so we gucci 😎 I bought more $deft. My logarithmically falsifiable depreciating smol brain DD [--]. It's cheap [--]. Crypto is uppies so they should go uppies on good earnings and forecast 🏃♂💨 @FattyFatty12352 @mc_khristina @CSchlauf I use hurdle rate and intersecting exotic pairs to calculate maximum VWAP for myself. Would suggest reviewing the DEFI/BTC and DEFI/SOL pairs. Benchmark is to 444k per @JoshMandell6 fame but due to a the logarithmically falsifiable depreciating growth rate on Bitcoin peak/trough."
X Link 2025-08-13T22:05Z [---] followers, [----] engagements
"Same chart btw [--] days later. JAJAJAJAJA 🎯🎯 $hut ☺☺ [--]. One of the biggest events in the company's history is happening this month [--]. Has potential to be the most talked about ticker in the entire market [--]. 🥭 + crypto + AI [--]. Options chain OI is hella thin = market sleeping on it [--]. IV spike potential 🏄 LOVE THIS SETUP 👀👀 https://t.co/zUflStiBQL [--]. One of the biggest events in the company's history is happening this month [--]. Has potential to be the most talked about ticker in the entire market [--]. 🥭 + crypto + AI [--]. Options chain OI is hella thin = market sleeping on it [--]. IV spike"
X Link 2025-08-14T14:30Z [---] followers, [---] engagements
"My current thoughts on $deft May sound like I'm negative and bashing not the intent. I respect the team's skin in the game and open line of communication either on X CEO etc. Really a breath of fresh air. @CSchlauf @Forson"
X Link 2025-08-15T04:04Z [---] followers, [----] engagements
"GUH Gotta share my Ls along with the Ws Pretty brutal price action in this ticker lately. Market/crypto: Up - this is flat/down Down - this is big down I've trimmed my position and added furthest out calls with a fraction. Giving it [--] more quarter to assess. $deft Been adding $deft on the dip. Now my largest single stock position. Am I cooked or will I cook after earnings Find out on the next episode of DBZ 🎲🎲🎲 😂😂 https://t.co/17HFjZbISH Been adding $deft on the dip. Now my largest single stock position. Am I cooked or will I cook after earnings Find out on the next episode of DBZ 🎲🎲🎲"
X Link 2025-08-15T17:37Z [---] followers, [---] engagements
"Couple additional thoughts: Thought it was cheap given crypto market bull I was wrong. Got a little married to the stock. Crypto equities in general have pulled back so not unique to this ticker. But man YTD ride hasn't been fun given the bull market"
X Link 2025-08-15T17:37Z [---] followers, [--] engagements
"I can't believe how much the market is sleeping on this. Absolutely no mention of this on X and stocktwits. NONE Might make a vid on this. Like this is massive if it's what I think it is. Sometimes I question my sanity maybe I'm just crazy & regarded 🤣😅 🔍 🎯 Crypto group backed by Trump sons hunts for bitcoin companies in Asia https://t.co/M7F3KuUHJA Crypto group backed by Trump sons hunts for bitcoin companies in Asia https://t.co/M7F3KuUHJA"
X Link 2025-08-15T20:46Z [---] followers, [---] engagements
"@Real0xJason Do you mind clarifying $alts @ $7.5 = valuation of 20b FDV on the $wlfi token Not sure where you're getting $48.75"
X Link 2025-08-17T04:12Z [---] followers, [---] engagements
"Been thinking A LOT about these: Despite $hut already running up and $alts having disgusting premiums. Calls on both of these have INSANE potential. Their upside is crazy in this current environment. (obvs very high risk I am mostly in commons atm)"
X Link 2025-08-18T20:37Z [---] followers, [---] engagements
"Sums up my experience this week holding a decent size in $hut and $alts calls 🙈🙈"
X Link 2025-08-22T15:57Z [---] followers, [---] engagements
"This is all short term noise. 🥭 has made it clear what his interest rate intentions are. Jpow is leaving. Zoom out. I'm just gonna say this one more time as a public service announcement even tho the market is probably going to ignore this until something worse happens: They removed the flexible part not the 2% part. This is a full court press psyop. I'm just gonna say this one more time as a public service announcement even tho the market is probably going to ignore this until something worse happens: They removed the flexible part not the 2% part. This is a full court press psyop"
X Link 2025-08-23T16:08Z [---] followers, [---] engagements
"Agree with this. So much noise around the whole thing. It's totally unique and unprecedented so impossible to properly value at this stage. Get extreme opinions: "going to the moon" "pump n dump grift" Taking a flier with $alts Upside is massive. USD1 Consumer App Defi Went full autist mode on $WLFI in the last couple weeks. I know every single detail about this project and its launch. I also researched what is going on behind the scenes the transactions who got what supply and other possible stuff that they set up to surprise the world. Went full autist mode on $WLFI in the last couple"
X Link 2025-08-31T16:51Z [---] followers, [---] engagements
"I've held $hood for a while now super bullish long term. THAT SAID Be careful about SP500 news and expecting it to moon $IBKR was announced recently and they are DOWN vs pre announcement Another similar name is $COIN. Sure they are up but $HOOD is up 50% MORE vs $COIN"
X Link 2025-09-08T04:20Z [---] followers, [---] engagements
"Added $HUT on $NBIS data center deal. This entire space is primed for a run"
X Link 2025-09-08T21:31Z [---] followers, [----] engagements
"Initiated starter position on $SATS. Will add on dips. DD is simple: Public SpaceX Exposure To Elaborate: There's enough room for both $ASTS and SpaceX/ $SATS to capture significant market share. Can't bet against Musk. Risks: Deal falls thru rich Space X valuation"
X Link 2025-09-08T21:57Z [---] followers, [---] engagements
"Want to preface by saying I thoroughly enjoyed Rittenhouse's DD on $GLXY My thoughts re $hut are below @ashergenoot @bigsuey Ya'll better come thru 😤😤 Or me and my boi @meowmeowdj will be lookin like 🤡🤡 (I will embrace & own up to it 🫡) 😂 Have to chuckle at $HUT ripping 15% since announcing "plans to develop four new data center sites" totaling "1530MW". This press release contains the usual jargon around $HUT being a "digital infrastructure platform" "addressing demand for energy-intensive use cases." The https://t.co/i7aFzlYNGj Have to chuckle at $HUT ripping 15% since announcing"
X Link 2025-09-09T03:48Z [---] followers, [----] engagements
"-Bought these morning of Sept [--] -Screenshot is around close of Sept [--] Shares bought on Sept [--] up over 12% in a day. "It pays to have a prepared mind" - Fellow investor I look up to & respect greatly. $hut 😊😊 🎯🎯 Added $HUT on $NBIS data center deal. This entire space is primed for a run. https://t.co/I79N5rYtzv Added $HUT on $NBIS data center deal. This entire space is primed for a run. https://t.co/I79N5rYtzv"
X Link 2025-09-10T05:24Z [---] followers, [---] engagements
"- Tweet below on Sept [--] - $BITF Opened at 2c on Sept [--] - $BITF Commons is currently up 10% afterhours on Sept [--]. At this rate will open around 36-40c on Sept [--] So [--] Bagger opportunity we missed out on. Lesson learned. Knew $nbis was BIG deal. Shoulda went in HARDER calls📝 Added $HUT on $NBIS data center deal. This entire space is primed for a run. https://t.co/I79N5rYtzv Added $HUT on $NBIS data center deal. This entire space is primed for a run. https://t.co/I79N5rYtzv"
X Link 2025-09-12T05:00Z [---] followers, [---] engagements
"Fun data on $abtc Borrow rate is close to 300%. So if the stock isn't dropping .8% a day you're losing money on your short Puts have disgusting premiums as well I wanted to go short ngl 😈 Wanted easy arb since I'm already long $hut but alas -clears throat- PRICED IN"
X Link 2025-09-12T17:20Z [---] followers, [---] engagements
"$HUT [--] BAGGER called and documented 🧾 🎯 Exited my last remaining levered position today. As the story I'd seen is getting priced in by WS. Rolling with commons now. What a BEAST it's been. [--] of my biggest wins 🥰 Called in real time too 🥲 -pats myself- 🤣 LFG Same chart btw [--] days later. JAJAJAJAJA 🎯🎯 $hut ☺☺ https://t.co/x1ipJlDtEn Same chart btw [--] days later. JAJAJAJAJA 🎯🎯 $hut ☺☺ https://t.co/x1ipJlDtEn"
X Link 2025-09-17T20:26Z [---] followers, [---] engagements
"Added: $CCCX - All quantum names are pretty insane tbh valuation wise but this one is on the cheaper side (if fundamentals matter at all lols) got contracts/connects with big boys $SLNH - Energy & AI infra play. Micro cap. obvs super high risk bla bla [----] meme market vibes NASDAQ uplist announced today we've known it was coming for so long. Yet it pumps over 30% on announcement. I mean I am surprised but I'm kinda not. This market man. 🕺while 🎶 is playing $BTQQF 🥰 https://t.co/t84LfJUiU5 [----] meme market vibes NASDAQ uplist announced today we've known it was coming for so long. Yet it"
X Link 2025-09-23T14:59Z [---] followers, [----] engagements
"My take on recent $DEFT dilution: -They say they don't plan on raising but does a raise at significant discount -They say they are undervalued. No insider buy & does a raise at over 50% discount to ATH Remember kids watch what they do not what they say. I got rekt on this🤣 My current thoughts on $deft May sound like I'm negative and bashing not the intent. I respect the team's skin in the game and open line of communication either on X CEO etc. Really a breath of fresh air. @CSchlauf @Forson https://t.co/aLeQKfXHUq My current thoughts on $deft May sound like I'm negative and bashing not the"
X Link 2025-09-25T14:33Z [---] followers, [----] engagements
"@Russ_N_Starr da real MVP in this actually backs up his words with action and fights for shareholders. Real G. $deft"
X Link 2025-09-25T14:33Z [---] followers, [---] engagements
"Imagine sticking with $deft the past year. Imagine being loyal and believing the hopium. Crypto and macro markets pump to ATH. While share price is flat vs a year ago. And they raise at a DISCOUNT 🤣 🤡 - Me I feel your pain $deft holders. My take on recent $DEFT dilution: -They say they don't plan on raising but does a raise at significant discount -They say they are undervalued. No insider buy & does a raise at over 50% discount to ATH Remember kids watch what they do not what they say. I got rekt on this🤣 https://t.co/XanaagpNiI My take on recent $DEFT dilution: -They say they don't plan"
X Link 2025-09-25T15:04Z [---] followers, [----] engagements
"$crml is a [--] bagger since the tweet below. Catch one with leverage and you are making potentially life changing amounts of gains. Hard to believe it stops at $intc $lac $mp $usar 🥭 bro is going to change lives. My homework 🤓🤓 📝 WHATS NEXT $CRML more from the Reuters article: -Trump's team has already contacted him -Critical Metals' third-largest investor is brokerage firm Cantor Fitzgerald led by Howard Lutnick -Critical Metals has held supply talks with defense contractor Lockheed Martin opens new tab and https://t.co/8QJYi9OVCJ $CRML more from the Reuters article: -Trump's team has"
X Link 2025-10-04T00:42Z [---] followers, 27.1K engagements
"Roses are Red Violets are Blue Calls on $POET cuz the flow look nice But fr I don't have a CLUE 🐒"
X Link 2025-10-07T20:53Z [---] followers, [---] engagements
"🐐 callout. $nvx $NVX market catching on huh $NVX market catching on huh"
X Link 2025-10-10T14:51Z [---] followers, [---] engagements
"3/ As dumb as this sounds the performance of quantum stocks gave me confidence to go in. My smooth brain thought process is if quantum names can pump to billions in MC surely these rare earth/battery tickers have room to pump with renewed government focus"
X Link 2025-10-13T23:38Z [---] followers, [--] engagements
"4/ I'm honestly still pretty conflicted in terms of valuation for many of the speculative tickers I have exposure to. This market rn is purely driven off narrative. Eventually these tickers especially quantum will take a BIG hit like $nkla in 2021"
X Link 2025-10-13T23:38Z [---] followers, [--] engagements
"$APP is such a beast. Congrats to shareholders. I keep adding to my $U position and keep getting slapped. Willing to take a huge loss on it. If $U can't turn around their ads biz this yr I think they're cooked. AppLovin CEO comment on Unity's data advantage:"
X Link 2025-02-12T23:11Z [--] followers, [----] engagements
"Me this morning seeing $U down over 10% after earnings (I'm holding only calls😂). What a roller coaster. I don't recall ever seeing a 30% swing within an hour all post earnings. WILD. Just sold a good portion of my $u calls (50-200% gains). Will likely add on dips. $APP is such a beast. Congrats to shareholders. I keep adding to my $U position and keep getting slapped. Willing to take a huge loss on it. If $U can't turn around their ads biz this yr I think they're cooked. AppLovin CEO comment on Unity's data advantage: https://t.co/i1G0Nm9aLb $APP is such a beast. Congrats to shareholders. I"
X Link 2025-02-20T15:44Z [--] followers, [---] engagements
"High lvl thoughts on $u earnings: -Guidance sandbagged imo -As discussed [----] will be a year to watch when it comes to ads and ai integration. I think they have a decent chance at turnaround but we'll see. The only certainty is uncertainty"
X Link 2025-02-20T15:44Z [--] followers, [--] engagements
"$kidzw has disgusting potential. Asymmetric risk to reward It's a [--] bagger if $kidz goes up 50% from here. (I'm fully willing to lose my entire position if things go south don't get opportunities and setups like these too often)"
X Link 2025-05-02T18:18Z [---] followers, [---] engagements
"Grats to $DEFTF team and shareholders Execution is prob one of the best I've seen in the space no dilution and printing $$$ is deffs a breath of fresh air. ATH SP on this news is well deserved. DeFi Technologies is set to become the first Nasdaq-traded digital asset manager to combine Bitcoin and altcoin exposure with fully integrated trading operations and diversified exposure to more than [--] of the worlds most innovative digital assets. https://t.co/Fe6PAgfm8p $DEFT https://t.co/pWG5mgmb4j DeFi Technologies is set to become the first Nasdaq-traded digital asset manager to combine Bitcoin"
X Link 2025-05-09T21:33Z [---] followers, [---] engagements
"Would explain the Friday pump on $CCCM. I doubt this is related to $PCAPU given the lack of movement on Friday. Tmrw morning will be interesting 🤓 $cccm now my 2nd largest single position Added significantly in the past few days. If deal goes thru I expect a total narrative shift and reset of this stock. 25% downside if deal doesn't go thru MUCH higher upside if deal goes thru Crypto treasury theme = super hot rn 🥵 https://t.co/BKTfRLqbSp $cccm now my 2nd largest single position Added significantly in the past few days. If deal goes thru I expect a total narrative shift and reset of this"
X Link 2025-06-23T04:47Z [---] followers, [---] engagements
"If this was a week ago $mbav stock would have shot up double digit % on this news EASILY. What a difference a week makes. "Did you say thank you" - Pomp 😅 The updated $MBAV Bloomberg piece shows Gabriel Abed (Binance Chair) and Wilbur Ross (Trumps former Commerce Sec) set to be Vice Chairs of the crypto holdings firm reportedly merging with M3-Brigade V. Spicing up the crypto reserve trade with a dash of Trump theme https://t.co/1SDE2jGTy2 The updated $MBAV Bloomberg piece shows Gabriel Abed (Binance Chair) and Wilbur Ross (Trumps former Commerce Sec) set to be Vice Chairs of the crypto"
X Link 2025-06-25T23:30Z [---] followers, [---] engagements
"@SPACuity $rtac - Could announce any day $mbav - I like their mgmt team and feel it has potential especially if the terms are similar to $cep as opposed to $cccm. Blood on the streets rn pomp sends his regards $clbr - merger hype"
X Link 2025-06-27T15:53Z [---] followers, [---] engagements
"@JM_research1 $CCCM NAV on a BTC basis I think is around $7 (post de-spac assuming [--] NAV to BTC holdings). So trading rn @ $3 premium. $MBAV TBD. If market likes their terms could potentially get a NAV premium assigned much like $CEP"
X Link 2025-06-30T21:01Z [---] followers, [---] engagements
"Reminder: Crypto is priced in volatility $mbav Not selling my warrant position will add if panicans do their thing"
X Link 2025-07-08T17:00Z [---] followers, [---] engagements
"$CLBRW hulking. $CLBR commons @ $20. $CEPO up a decent amount as well on blockstream btc treasury news Grats @Chaserx911 @amadbeast we crushing it bois 🥰 🫶"
X Link 2025-07-16T13:07Z [---] followers, [----] engagements
"The disconnect between $pew common and warrant is highly suspect. So fascinating. Reminds me of $bull & $bullw shortly after ipo but the inverse. Learn something new everyday. Did not have this scenario on my bingo card. Would have thought IV would come down post ipo. ✍📝"
X Link 2025-07-23T03:39Z [---] followers, [----] engagements
"1. Great find gotta love the great DDs here [--]. $dmyy warrants are trading at around the same price as rtac. Both unconfirmed/unofficial merger targets. (I wanted to buy $dmyy warrants to play this but was surprised to see it trading at such a premium probably even higher tmr) Could it be https://t.co/aSxvOyexzY Could it be https://t.co/aSxvOyexzY"
X Link 2025-08-04T01:40Z [---] followers, [----] engagements
"🛖 Multi bagger opportunity market still sleeping. Options VERY high risk I'm okay with 100% drawdown. Options chain very thin IV in line with other miners. I believe to be mispriced due to the upcoming IPO. Risks: btc volatility and theta decay"
X Link 2025-08-07T16:03Z [---] followers, [---] engagements
""World Liberty Financial is reportedly pitching a plan to create a public company that would hold its WLFI tokens." They are making moves. Recall their July [--] tweet about "something for everyone" and "new ways to join the liberty movement" hmmm $rtac Big investors are being sounded out on a plan for World Liberty Financial the Trump family-backed venture to set up a public company that would hold its WLFI tokens joining the boom in digital-asset treasury firms https://t.co/M31uD7CbW0 Big investors are being sounded out on a plan for World Liberty Financial the Trump family-backed venture to"
X Link 2025-08-09T03:40Z [---] followers, [----] engagements
"Pure speculation but other possibilities I can think of for $wlfi treasury co (aside from the frontrunner imo $rtac) are: - $ABTC ( $gryp and $hut ) - $DOMH Both have heavy Trump ties. This is going to send so hard once announced. See $SRM / $TRON Any other possibilities"
X Link 2025-08-09T16:40Z [---] followers, [----] engagements
"Initiated a short position on $rblx This may pick up steam. Plus some hedge is nice given my overall long exposure to the markets. IV ain't too bad. Big fan of Nitin called some bangers like $nage and $rddt. Great job. August 13th marked the lowest number for CCUs for $RBLX over the last [--] days. This could get really interesting as more parents are finding out about this and stopping their kids from playing the game. This has been a complete PR disaster for the company. https://t.co/k5yHKVisWI August 13th marked the lowest number for CCUs for $RBLX over the last [--] days. This could get"
X Link 2025-08-14T18:33Z [---] followers, [----] engagements
"My thoughts on $RTAC atm:"
X Link 2025-08-18T16:28Z [---] followers, 12.8K engagements
"$hut had 10% of the trading volume of iren and cifr today. Meanwhile one of the most significant event in the company's history is happening (I think) tmrw With $gryp merging into $ABTC debut & ticker change Hmm 🤔🤔 No hype = opportunity Mayyybs"
X Link 2025-09-03T04:38Z [---] followers, [---] engagements
"Started starter position in $BTQQF today. NASDAQ uplist soon big insider buying I like mgmt team. Most importantly [--] sentences below. Ramble: I've been in and out of this ticker done my DD. Still of the opinion this is [--] of those zero or hero plays LT. Too early to tell rn"
X Link 2025-09-10T17:24Z [---] followers, [----] engagements
"Just added $MSFU on this. Don't think it's fully priced in given the lack of details rn regarding the prelim deal between $msft and openai. Eyeing calls This just became hyper relevant. This just became hyper relevant"
X Link 2025-09-11T23:16Z [---] followers, [---] engagements
"Imagine not going long Crypto Bitcoin and AI in this environment Imagine not going long 🥭 in this environment $HUT $ALTS $RTAC 🥰"
X Link 2025-09-21T20:25Z [---] followers, [----] engagements
"Increased my $rtac position in the low 1s recently. DD: 1) Smol chance it's tik tok (super 🤏) 2) It's prob about time for a DA given the timeline 3) SPACs are heating up again ( $cccx $hond) 🤞pomp doesn't pull off another red wedding w $pcap 🤣 4) Long 🥭 in this environment My thoughts on $RTAC atm: https://t.co/mtiRv5Ty4I My thoughts on $RTAC atm: https://t.co/mtiRv5Ty4I"
X Link 2025-09-24T22:13Z [---] followers, 12.1K engagements
"🐐 shit. I was wondering why the stock wasn't moving much on recent china ban. There it is. Cheers $nvx Ive been researching one that I believe has good odds for a similar outcome. Stay tuned Ive been researching one that I believe has good odds for a similar outcome. Stay tuned"
X Link 2025-10-09T13:43Z [---] followers, [----] engagements
"I'm in. $CEPT The cleanest pure play to RWA exposure on the market. Others names I can think of are $coin $blk $hood. Not pure at all RWA theme is very hot. I think it's underappreciated by the general market. Unless you're a 🤓 (like me) and went down the 🐇 hole. $CEPT rumor target @Securitize backed by Blackrock and Morgan Stanley. https://t.co/66pqKUXHex $CEPT rumor target @Securitize backed by Blackrock and Morgan Stanley. https://t.co/66pqKUXHex"
X Link 2025-10-10T17:47Z [---] followers, [----] engagements
"More multi baggers called in real time News was out there. Had PLENTY of time to react as the market was sleeping on the China Minerals Ban for 24-48 hours (Before mango tweet) $eose $abat $usar $nvx Speculative names continue to (quantum RE etc) Personal reflection I know rare earth and minerals and battery plays have alrdy popped off. I think there's still room to run. Especially in light of recent china ban and chatter of the administration taking stake in MORE minerals companies. https://t.co/cKkrGWpYcN $abat $eose $usar $nvx I know rare earth and minerals and battery plays have alrdy"
X Link 2025-10-13T23:38Z [---] followers, [---] engagements
"$rtac bro can u chill 😈 Increased my $rtac position in the low 1s recently. DD: 1) Smol chance it's tik tok (super 🤏) 2) It's prob about time for a DA given the timeline 3) SPACs are heating up again ( $cccx $hond) 🤞pomp doesn't pull off another red wedding w $pcap 🤣 4) Long 🥭 in this environment https://t.co/fETcowQRcP Increased my $rtac position in the low 1s recently. DD: 1) Smol chance it's tik tok (super 🤏) 2) It's prob about time for a DA given the timeline 3) SPACs are heating up again ( $cccx $hond) 🤞pomp doesn't pull off another red wedding w $pcap 🤣 4) Long 🥭 in this"
X Link 2025-10-14T15:11Z [---] followers, [----] engagements
"Brutal day. Added more to high convictions $hood and $nbis"
X Link 2025-10-22T19:44Z [---] followers, [---] engagements
"- $corz deal rejected by shareholders 🚫 - Current mgmt fired 👋 - SP no longer tethered by $crwv deal🤮 - Violent rerating 📈📈 - Giga pump to catch up to peers 😎 Imagine not having any upside exposure to this scenario. These are the setups that get me 😳🥵💦 More 👇👇 🧵 This is $corz shareholder #69 that is voting against $corz stock down 4% while peers are up over 5% $corz has under performed peers by a WIDE margin (due to $crwv deal) $corz is S tier in the space better than most miners Make it make sense. I think the market is wrong https://t.co/rZenQcWMl9 This is $corz shareholder #69"
X Link 2025-10-24T14:09Z [---] followers, [----] engagements
"2/ So: No deal = share price up Here's the kicker Yes deal = share price up AS WELL Here's why: Rn there is a lot of uncertainty due to the vote which naturally depresses the SP on both $corz and $crwv. Market HATES uncertainty"
X Link 2025-10-24T14:09Z [---] followers, [---] engagements
"3/ Deal pass = Market will finally be able to properly price in the synergistic benefits of the merged entity. Deal pass = $crwv SP up because of above = $corz SP up as well"
X Link 2025-10-24T14:09Z [---] followers, [---] engagements
"4/ To be clear I actually think the merger makes a lot of sense for both companies given their history and their relationship. What doesn't make sense is the valuation. I can't see $corz holders being too happy seeing peers like $iren $cifr massively outperform"
X Link 2025-10-24T14:09Z [---] followers, [---] engagements
"5/ It's easy to forget $corz is the true OG when it comes to pivoting to AI datacenters. They are proven executors in this space unlike many of the hot miners (not yet proven) They have the resources. They have the infrastructure. They have the energy. They have the CARDS🥭"
X Link 2025-10-24T14:09Z [---] followers, [---] engagements
"6/ Like imagine fading this in light of all the recent data center deals with the likes of BlackRock Oracle OpenAI Google Meta Microsoft. Imagine fading $corz when it's (thus far) underperformed peers by multi folds (aka CHEAP af). S-tier valued like a D-tier 😂"
X Link 2025-10-24T14:09Z [---] followers, [---] engagements
"7/ Imagine fading the hottest sector contributing MASSIVELY to GDP. Translation: Current admin will support it. With big tech earnings coming up they will continue to say the same thing they've said on past earnings calls. They are going to SPEND SPEND SPEND"
X Link 2025-10-24T14:09Z [---] followers, [--] engagements
"8/ In terms of how I'm playing it's a mixture of commons and calls. I actually think leaps are a very fascinating opportunity. If merger is approved you get continued upside on $crwv execution and sector tailwind being invested in the leader. No deal = I think massive 🌕🚀"
X Link 2025-10-24T14:09Z [---] followers, [--] engagements
"I added $alts today. Meme Comment. Meme Market. Nothing is real it's all vibes. If Mike A. can move these microcaps like $asst and $bkkt CZ bro can MOVE $alts Greenest of green dildos is possible. I gotta be exposed to the upside. idgaf they can grift my ass LMAO 😂 JUST IN: Binance founder CZ says Trump might be Satoshi Nakamoto JUST IN: Binance founder CZ says Trump might be Satoshi Nakamoto"
X Link 2025-10-24T19:48Z [---] followers, [---] engagements
"The very next trading day options activity picks up on $corz. I was scratching my head going why df are the chains so quiet/IV so low. Can you pls chill out until I wrap up my script and publish the DD on YouTube This is giga trade for me. I'm going to cook hard 😈🔥 - $corz deal rejected by shareholders 🚫 - Current mgmt fired 👋 - SP no longer tethered by $crwv deal🤮 - Violent rerating 📈📈 - Giga pump to catch up to peers 😎 Imagine not having any upside exposure to this scenario. These are the setups that get me 😳🥵💦 More 👇👇 🧵 https://t.co/SU6QbKk3K9 - $corz deal rejected by"
X Link 2025-10-28T00:37Z [---] followers, [---] engagements
"Me at night questioning if I am regarded for going so balls deep in $corz into the $crwv merger vote tmrw. Yes. The answer is YES 😂 Let's see how it goes ☺ At least [--] minutes of my mid ass scuffed DD will live on. So that it can be clowned upon if this goes against me LOL 🤙 https://www.youtube.com/watchv=6xLYiQdoeSM https://www.youtube.com/watchv=6xLYiQdoeSM when your friends ask you if you've texted your ex recently https://t.co/ODtcy3d4kA https://www.youtube.com/watchv=6xLYiQdoeSM https://www.youtube.com/watchv=6xLYiQdoeSM when your friends ask you if you've texted your ex recently"
X Link 2025-10-30T01:43Z [---] followers, [----] engagements
"Fun morning. Heart was beating so fast multiple hours. Either I'm a bitch or it's nature/instinct telling me I was over allocated 😅 $corz"
X Link 2025-10-30T14:30Z [---] followers, [---] engagements
"My initial rough thoughts on $corz rn in light of the rejection vote to merge with $crwv. I've spent a LOT of time on this company. Currently my largest exposure to this sector by far and my largest position in my portfolio by far. I've done my homework and feel good about my personal conviction. Here's my thoughts rn: -I am still of the belief that they are discounted far below their peers and a quality quality company with many assets that are in EXTREMELY high demand with the ai infra buildout rn that is only accelerating. -Short term shenanigans in terms of share price fluctuation is to"
X Link 2025-10-30T15:36Z [---] followers, [---] engagements
"Playing $rddt earnings with CCs on commons and smol levered position on $rdtl to capture upside. Premiums are always juiced on this name for earnings. Earnings are volatile and there is hella manip on this ticker on the upside and downside. I think they continue to crush ads growth. AI traffic bear thesis seems like noise to me given they are currently in discussions to renew with AI giants like google and openai. Long term it will work out. Reddit data too valuable. I continue to hold a long term position in this name have been for a while now. Was in it before the earnings call last year"
X Link 2025-10-30T19:38Z [---] followers, [---] engagements
"Generally agree with this. I'd probably put CoreWeave higher. Soluna is high risk high reward. Can see it flat/dump from dilution or meme pump on energy capacity fomo. $corz hasn't received much appreciation from datacenter hype this year. I'd place it higher but I'm obvs biased lol. @Antonzeehow There's not really a best to worst. It's more of trade-offs from risk vs. reward given current information. Don't take this too seriously but this is just my personal feeling right now given current MC's. https://t.co/RiCqPEOANm @Antonzeehow There's not really a best to worst. It's more of trade-offs"
X Link 2025-11-03T00:26Z [---] followers, [----] engagements
"@ericjackson @cvpayne There's a reason $ABTC short interest is so high and IV on puts is some of the highest on any non-bio stock. I say that as someone that likes $hut and its mgmt team"
X Link 2025-11-04T16:58Z [---] followers, [----] engagements
"Took a starter position on $bw. If they are good enough for $apld they are good enough for me. AI tailwind = many beneficiaries I paper handed $be and don't want to chase at these levels. This gets me exposure in a similar area. Need to do more research/DD hence only starter position. Working with $BW an overlooked company with [---] year of experience and [---] GWs deployed to bring more power to current and new sites faster and cost effectively. Working with $BW an overlooked company with [---] year of experience and [---] GWs deployed to bring more power to current and new sites faster and cost"
X Link 2025-11-05T23:07Z [---] followers, [---] engagements
"Reducing my position in $corz. I still like it and it's my fav rn in the space along with $nbis. I was over levered and rerisking given couple big earnings coming up in the space like $iren and $nbis. Been multiple companies recently experiencing over 20% drawdowns post earnings on bad but not horrible results. Even good results like $hood and $rddt are getting crushed. Feels shaky rn. Thing could change fast though"
X Link 2025-11-06T15:51Z [---] followers, [---] engagements
"I am so conflicted with $tva. I have a gut feeling they are going to bring out a banger deal given their track record. But my brain says no more than 1% allocation to warrants. Brain vs gut my frequent internal struggle lol. Anyone been watching $TVA warrants the last week Not a ton of volume but theres essentially been a bid at $1.30 and above the last week. https://t.co/xGhQbtumN4 Anyone been watching $TVA warrants the last week Not a ton of volume but theres essentially been a bid at $1.30 and above the last week. https://t.co/xGhQbtumN4"
X Link 2025-11-11T20:32Z [---] followers, [---] engagements
"I've reduced my $corz position further this week. Reason is due to the $crwv earnings that brought to light a "partner" falling behind which sources have indicated is likely $corz. My original thesis was $corz being an excellent executor which is looking like I may be wrong. Long term they are still one of the best (hence why I am not fully out) and this is likely just a little bump on the road in the grand scheme of things. THAT SAID the situation has changed so I am pivoting. I expected better. Opportunity cost is WAY too high right now especially with quality growth companies all getting"
X Link 2025-11-15T03:25Z [---] followers, [---] engagements
"Since this post $deft is down 50% and walked back their original annual revenue guidance. Now $100M less than what was projected. OOF I've done (not tryna flex) probably more research on this company than most. So I hope this'll provide some value. Just my opinion ofc. The [--] large elephant in the room is: 1) Growth 2) Credibility On the topic of growth well there's essentially been none. In fact it's regressed in some ways vs prior year given the disappointing Defi Alpha numbers this year. Moreover AUM has not been growing for a year. Like I mentioned below comparing this to other leaders"
X Link 2025-11-15T04:58Z [---] followers, [----] engagements
"🤣🤣 I'm rekt today lolz That nvda pump n dump along with data center names. Kinda jokes. Pretty dank. Gotta love the market. 🥸"
X Link 2025-11-20T18:46Z [---] followers, [--] engagements
"Gotta share the good and bad 🫡 [--] month later since the post below Nasdaq: -2.5% My portfolio: -14% (was down 30% at one point) 🤢 All things considered coulda been a lot worse considering how much leverage I had on high beta names. 🙏 🗒 Journaling my currents thoughts and what I'm going through: There's a lot more at stake now that my account's grown to a decent size (it's smol for many but meaningful to me). For instance this recent draw down I lost multiple years of savings working a 9-5. For me it's not really so much the absolute $ dollar amount I care about but rather what that"
X Link 2025-12-02T04:55Z [---] followers, [--] engagements
"Not saying there were signs.but there were signs. -50% since comment on Nov [--]. Shocked Pikachu face 🫨 $abtc $hut Genuinely feel really bad for avg retail. Trump stonks are extra hard mode difficulty rn. Retail keeps getting rugged. Yes I am bag holder on multiple Trump plays no crying in the casino. I am fine understood the risks. But avg retail Feelsbadman. Things could have been handled so much better but I digress. @ericjackson @cvpayne There's a reason $ABTC short interest is so high and IV on puts is some of the highest on any non-bio stock. I say that as someone that likes $hut and its"
X Link 2025-12-04T04:07Z [---] followers, [---] engagements
"Been in $BE for a while now volatile stock not for the faint of heart. The Substack article by @Arya__Deniz is the best research I've found on this ticker. Highly recommend reading through the whole thing. High risk already ran up a lot but if the AI infra buildout story plays out like I think they still have tremendous upside from here. I view it as another option to get exposure in this space as opposed to trying to pick specific data center winners (they don't always move as a group and has individual risks). I like $BE's technological moat and proven scale/performance/partnerships. (Just"
X Link 2025-12-04T21:21Z [---] followers, [---] engagements
"$hood down 9% on Nov metrics. Market's finally catching up. $ibkr outperforming. Until $hood grows its other verticals materially (like predictions markets) valuation will still be tied to crypto/macro for better or worse. My way of getting crypto exposure is thru $ibit & $hood. I believe the markets will do well into [----] given the fed printing so I will continue to have allocation and exposure to $hood. That said I do feel a lil uneasy with current valuations overall in the market. But with rate cuts and QE coming it's understandable. If the market slows materially like in [----] (which I"
X Link 2025-12-11T20:32Z [---] followers, [---] engagements
"@meowmeowdj @RHouseResearch lol I member dis. Bro was pretty dismissive for some reason when it came to $hut and a few other non $glxy names. Shame cuz he had put out I think good content on $glxy 🤷♀"
X Link 2025-12-17T20:44Z [---] followers, [---] engagements
"Added $crwv today. Never had this stonk before. It's down 70% from ATH with everyone screaming Ai BuBbLe. DD is: -Jensen is mega invested in them they need each other -Jensen said he REGRETS not betting even larger in them. Well now's his chance with the stock so beat up -If this continues $crwv is cooked. Which = UH OH for $nvda -"Show me the incentives and I'll show you the outcome" There is a heck of a lot of incentives I see -Way oversold rn Surely it can't get worse. Right 🤣 Absolute insanity on $CRWV here Someone's buying $CRWV [---] C 03/20/2026 for $17.1M This is a 52% OTM contract and"
X Link 2025-12-17T21:12Z [---] followers, [---] engagements
"I added to my $be position today. Currently about a 10-15% position for me. Watching closely. Expect more announcements from the company on deals and orders. Will happen 100% not if but when. Wish I bought more when it was cheaper but feel good about it given recent openai raise with sovereign wealth. Derisked this sector a meaningful amount. That said this stock is batsh*t crazy in terms of moves lol. I am fully expecting another series of red candles 🤣 In retrospect I should have added more when $crwv was -70% from peak and the "AI bubble" fears were EVERYWHERE. Like that level of drop is"
X Link 2025-12-19T16:54Z [---] followers, [--] engagements
"My [----] Returns Couple ✍ reflections and lessons 🔽 [--]. Caught the tariff dump in April with margin and leverage. Lesson for me is simply I will continue to go in heavy anytime in the future where the vix goes near [--] levels. These opportunities don't happen often and I don't overthink it. [--]. Caught thematic pumps related to Rare Earths Crypto AI Data Center. On the other hand also got greedy and held on too long on many of these high fliers. For example took big hits on $abat $usar $deft. While I did cut and take profits on the way up I should have been more aggressive given how fast some of"
X Link 2026-01-01T19:10Z [---] followers, [--] engagements
"scooped up more commons and calls today gimme gimme $path"
X Link 2026-01-02T15:33Z [---] followers, [---] engagements
"Robo stonks like $rr $serv $xbot last year hella pumped massively into CES [----]. I was there member it well dank times. Round [--] electric boogaaloo again this year for CES [----] Y NAT. They will get massive traction on socials again. I'm in $xbot - No pun intended 😂"
X Link 2026-01-05T17:21Z [---] followers, [---] engagements
"If you are not playing the Trump supreme court tariff decision then what are you doing I'm in $AS and $AMZN. The bigger the change the bigger the opportunity. This is up there. Tough part is nailing the timing (w/ options) as it may not be this week. Have a smol options position rn with pretty sizable margin position on commons. The rarating will be violent and beautiful. I LOVE this setup. IMO these are deeply positive EV plays you gotta take 10/10 with options. Upside is too large to ignore. Gotta be OKAY with taking -100% loss. SUPREME COURT TO ISSUE RULINGS ON TARIFFS FRIDAY The U.S."
X Link 2026-01-06T17:45Z [---] followers, [---] engagements
"Made $path my largest single stock position on that dip. Conviction is earned 🫡 scooped up more commons and calls today gimme gimme $path https://t.co/4XC5X5NPK9 scooped up more commons and calls today gimme gimme $path https://t.co/4XC5X5NPK9"
X Link 2026-01-06T21:51Z [---] followers, [---] engagements
"Should consider at least hedging a little imo Especially going into volatility event like supreme court ruling That's what I am doing. Still super net long but seems silly to not be hedged until Friday (if the tariff ruling comes out). Asset Managers are almost record-Short $VIX. The last time positioning looked like this (JuneJuly 2024) $VIX spiked in August [----] and $SPX corrected. Something to think about. https://t.co/ISu391mUpG Asset Managers are almost record-Short $VIX. The last time positioning looked like this (JuneJuly 2024) $VIX spiked in August [----] and $SPX corrected. Something"
X Link 2026-01-07T20:30Z [---] followers, [---] engagements
"Bought these this morning and yesterday after some more research. $ELF is VERY impacted by tariffs Much more so than $as and $amzn Man these are just so -chefs kiss- plays. Freaken LOVE this game. 🥰 Also added $uvix calls for some spice/hedge. I'd cry so hard if liberation day [---] came this friday and rekt me again. I am much more long atm than I was back then. Those were some fun times (NOT very stressful lol) If you are not playing the Trump supreme court tariff decision then what are you doing I'm in $AS and $AMZN. The bigger the change the bigger the opportunity. This is up there. Tough"
X Link 2026-01-08T17:47Z [---] followers, [---] engagements
"Still doing research on possible Iran conflict escalation opportunities in the markets. There are so many different areas impacted beyond the obvious (oil and defense stocks) from shipping insurance freight ties to Russian Uranium and more. $fro is already a [--] bagger in a couple days based on shipping rates potentially skyrocketing due to geopolitical conflict. Like fr I am slacking hard holy shit. -.- I should have caught onto it sooner and made that connection. Better late than never 😎 Dead ass there are so many freaken opportunities everywhere it's crazy Didn't expect to learn so much."
X Link 2026-01-11T06:00Z [---] followers, [---] engagements
"Bought $mstr -Oversold -Admin telegraphed printers coming -Inflation trade is well underway as a result gold silver mooning -Bitcoin has been flat pretty close to Apr lows. With mstr significantly below Apr lows. I expect this year to be a catch up year Like the r/r here"
X Link 2026-01-12T18:45Z [---] followers, [--] engagements
"$fro - That's the alpha I'm in. Upside is huge like GIGA. Gotta risk it for the biscuit. DD is simple. Chaos in Iran - Threats of strait of hormuz closing discussed - shipping rates moon - $fro prints hard Big downside BIGGER upside 🥰 Let's ROLL IRAN'S MONEY JUST HIT [--] AGAINST THE EURO The Iranian Rial is now literally worth [----] when you try to exchange it for euros. Not [--] cent not half a penny. Just [--]. Nothing. It is a clear indication that shows the end of a regime where the fall of its currency reflects its https://t.co/EfLHdSg6eu IRAN'S MONEY JUST HIT [--] AGAINST THE EURO The Iranian Rial"
X Link 2026-01-12T21:05Z [---] followers, [---] engagements
"Portfolio Progress [--] days into [----] 🫡 Couple thoughts: -I wasn't heavy on margin or heavy on call options. -Nov dump spooked me after I got rekt thx mostly to $corz (port drawndown at peak was around 30% OOF). Should have caught the red flags but ya live and learn. -Thus I turned more defensive & conservative positioning wise meaning mostly shares -I honestly didn't expect 26% return in under [--] weeks given my positioning. -I am a bit sussy about how fast and sharply things have moved up this year. Reminds me of Jan [----] price action wise. Small caps and memes constantly pumping massively"
X Link 2026-01-13T01:10Z [---] followers, [---] engagements
"😳😳 $fro is a real bro if I must say so you should know that it did grow. Put on a show and let's go. 😎 $fro - That's the alpha I'm in. Upside is huge like GIGA. Gotta risk it for the biscuit. DD is simple. Chaos in Iran - Threats of strait of hormuz closing discussed - shipping rates moon - $fro prints hard Big downside BIGGER upside 🥰 Let's ROLL https://t.co/2E2ykldUGr $fro - That's the alpha I'm in. Upside is huge like GIGA. Gotta risk it for the biscuit. DD is simple. Chaos in Iran - Threats of strait of hormuz closing discussed - shipping rates moon - $fro prints hard Big downside"
X Link 2026-01-13T18:01Z [---] followers, [---] engagements
"$Path is down 10% on no news. Spent countless hours researching $path. Here's my thoughts and how I'm viewing it: -SAAS industry in general is getting sold off. For reference $crm and $mndy are down over 6% each today -The idea behind it is that ai will replace many of these existing businesses and eat into their recurring rev. This will destroy their multiples and valuation as a result. These fears have crushed companies like $adbe and $duol despite decent growth and underlying fundamentals -The key is that it is an industry wide sell off meaning the baby is getting thrown out with the"
X Link 2026-01-13T18:51Z [---] followers, [---] engagements
"Iran conflict - I'm positioned with $oxy $fro and defensive stocks Potential tariff decision - I'm positioned with $elf and $amzn Both Iran conflict and tariff decision - I'm positioned with short term puts as a hedge and will keep my puts on until there is more clarity These are both MASSIVE events. I've said it before I'll say it again I think the market is largely sleeping on it. Let me spell it out. If Iran continues to escalate it'll impact not only Iran internally but the entire region geopolitically as well as the world. It'll spill over to Russia/China as well given their existing"
X Link 2026-01-13T19:41Z [---] followers, [---] engagements
"Who could have seen this coming hmm Below from 4h ago on Jan [--] $fro $fro - That's the alpha I'm in. Upside is huge like GIGA. Gotta risk it for the biscuit. DD is simple. Chaos in Iran - Threats of strait of hormuz closing discussed - shipping rates moon - $fro prints hard Big downside BIGGER upside 🥰 Let's ROLL https://t.co/2E2ykldUGr $fro - That's the alpha I'm in. Upside is huge like GIGA. Gotta risk it for the biscuit. DD is simple. Chaos in Iran - Threats of strait of hormuz closing discussed - shipping rates moon - $fro prints hard Big downside BIGGER upside 🥰 Let's ROLL"
X Link 2026-01-14T17:13Z [---] followers, [---] engagements
"Imagine calling out multi baggers in real time Imagine. 😳 $lmt $qqq $oxy $fro The gains are nice but the satisfaction of doing the work on Iran and calling it out beforehand is indescribable. Spent the weekend and last week obsessed on this topic. All documented too. Sometimes hard work pays off🥰 Man there is probably no greater feeling than this. Doing the work calling it out and being right. (Gains are just bonus. I care about the logic and process more and being positive EV since there is always uncertainty and risk). Iran conflict - I'm positioned with $oxy $fro and defensive stocks"
X Link 2026-01-14T17:37Z [---] followers, [---] engagements
"I think they'll need to announce a deal with non-coreweave hyperscaler soon to show the market they can and to derisk the company. I believe they said on their latest earnings call to expect a deal by year end [----] which hasn't materialized. I expect an announcement in the next few months https://twitter.com/i/web/status/2011657661746405599 https://twitter.com/i/web/status/2011657661746405599"
X Link 2026-01-15T04:32Z [---] followers, [----] engagements
"That would assume we are all playing the same game. What may seem irrational to one person may be the totally logical and optimal move for someone else. Sell $path - Derisk given competition and uncertainty in the industry + wider saas space. Chase other opportunities. Buy $path - Bet on mgmt execution + company not being meaningfully disrupted. No one knows who is right at this point that's the beauty of the markets 🙂 https://twitter.com/i/web/status/2011888326052135128 https://twitter.com/i/web/status/2011888326052135128"
X Link 2026-01-15T19:48Z [---] followers, [---] engagements
"Dug into $peli yday. They've got a "parent" company as well with rights to 30% of the location. So spac owns 70% they own 30%. Could be an interesting play on greenland narrative. (I'm not in because hard to assess how the market will value it upon despac just a dice roll on whether they strike oil. basically the slot machine rofl) Led me to research the greenland opportunity there's a few interesting companies out there in greenland :) Just upset missed out on $crml lol you had a great call out on it. Warrants are [---] bagger. talk about r/r and setups 😳 Find one of those and you are set"
X Link 2026-01-15T20:29Z [---] followers, [---] engagements
"$dal gains Admittedly this isn't skill mostly luck. But imagine fading a rerating of the valuation of a company currently going from a speculative explorer to having verified critical minerals. Yes the same minerals that China is locking the US out of in escalations. Oh and their mine is in Greenland next door to $crml 's massive rare earth mine. $crml market cap $2b $dal market cap $16m This is pretty obvious but do NOT follow me here or any other times do your own dd. (I am mentally prepared for large drawdowns for plays like these) I see some pretty interesting plays to catch the Greenland"
X Link 2026-01-16T01:12Z [---] followers, [---] engagements
"When you see posts saying writing Covered Calls is free money and the superior way to generate returns. There's no free lunch in the markets. Here's my cc's I wrote lulz (I only tend to write around 20% of my port max) $be $iren $rklb Yes this means the person that took the opposite side of me on BE made almost [--] bagger xD https://twitter.com/i/web/status/2012269674017280406 https://twitter.com/i/web/status/2012269674017280406"
X Link 2026-01-16T21:04Z [---] followers, [---] engagements
"I added to $glxy and $corz this week. Energy bottleneck theme continues and I believe they are heavily incentivized to lock in a hyperscaler asap. They were massively punished recently as a $crwv proxy during the recent Burry short / debt scare. The rerating once new deals come will have material upside potential I believe. The best part They've communicated it as such plainly. And it makes total sense from a business & share price perspective. We've seen that deals with hyperscalers = bigger rerating than deals with Coreweave due to the much higher credit profile of hyperscalers. For $corz"
X Link 2026-01-17T03:38Z [---] followers, [----] engagements
"Imagine fading the minerals sector. Writing is on the wall. Crystal clear if you just dig a little 😉 You are not bullish enough on US Critical Minerals as White House mineral and supply chain czar @DavidCopley shares the US government's ambitions in the mining sector at the Future Minerals Forum in KSA @FutureMineral https://t.co/XsCS3vncyA You are not bullish enough on US Critical Minerals as White House mineral and supply chain czar @DavidCopley shares the US government's ambitions in the mining sector at the Future Minerals Forum in KSA @FutureMineral https://t.co/XsCS3vncyA"
X Link 2026-01-17T23:05Z [---] followers, [--] engagements
"Exited 80% of my position today on this spike. I'll take 35% gain in [--] trading days. 😎 ty $dal dalaroo metals 🥰 $dal gains Admittedly this isn't skill mostly luck. But imagine fading a rerating of the valuation of a company currently going from a speculative explorer to having verified critical minerals. Yes the same minerals that China is locking the US out of in escalations. Oh and https://t.co/RDJd5l3Ojz $dal gains Admittedly this isn't skill mostly luck. But imagine fading a rerating of the valuation of a company currently going from a speculative explorer to having verified critical"
X Link 2026-01-19T00:27Z [---] followers, [---] engagements
"Bro I am stacking a levered position on a related Greenland play. No one is talking about this stock 🤫 Basically it's a call option with [--] months to expiry Probably really regarded. Definitely really regarded 😂 Gotta take these chances 🫡 I think EV is deeply positive despite pretty high likelihood of 100% draw down BREAKING: Trump post on Greenland https://t.co/54p6j1MHlu BREAKING: Trump post on Greenland https://t.co/54p6j1MHlu"
X Link 2026-01-20T07:04Z [---] followers, [---] engagements
"Said numerous times previously to have puts and laid out my reasons. (Bought these [--] trading day ago on Friday) $qqq ez $QQQ https://t.co/qkRb9XTTAe ez $QQQ https://t.co/qkRb9XTTAe"
X Link 2026-01-20T22:08Z [---] followers, [---] engagements
""It's a long term deal especially as it pertains to security.AND MINERALS" ⛏⛏⛏ I gotta keep stackkkkkkin 🫡🫡🫡 🚨 BREAKING: President Trump confirms MASSIVE Greenland deal for America will be in effect "infinitely" ART OF THE DEAL in action overseas "It gets EVERYTHING we wanted. REAL national security" 🔥 "The deal will be put out every soon.it gets us everything we needed to https://t.co/MPMKORJuO5 🚨 BREAKING: President Trump confirms MASSIVE Greenland deal for America will be in effect "infinitely" ART OF THE DEAL in action overseas "It gets EVERYTHING we wanted. REAL national security""
X Link 2026-01-21T21:51Z [---] followers, [--] engagements
"Imagine Rare Earth isn't a part of this. Imagine this change not impacting one of the [--] "crown jewels" Rare Earth mine in Greenland. Imagine this stock is currently trading at 1/10 the valuation of its "big bro" $crml. Imagine thinking there isn't US gov working groups set up specifically on the Greenland Minerals matter. Imagine thinking the company has no political connections to the US admin. Imagine thinking the US will totally ignore this company who btw conveniently owns a Rare Earth mine in Greenland that stands shoulder to shoulder to $crml's RE mine. Imagine thinking this Rare Earth"
X Link 2026-01-22T04:52Z [---] followers, [---] engagements
""China will never gain a foothold economically" The picture I see is very VERY clear. -US/US firm buys out China's stake in etm just like they've done to multiple past RE companies. There is a lot of precedence on this. -Their court case w/ Greenland gets settled because the Rare Earth is too strategically important and there is WAY too much incentives for this to be held up in court. -etm IPOs on NASDAQ to take advantage of liquidity path and playbook already paved by $crml & others. The 1st [--] points above are the biggest factors dragging etm down rn. Once these clear. The rerating will be"
X Link 2026-01-22T05:15Z [---] followers, [--] engagements
"The [--] most significant videos on Greenland are below. Do you know what Rare Earth Mining Site they both cover in length That's right the Kvanefjeld Project. That's not a coincidence. It speaks to the significance and importance of the project. Here's the missing link that's missed. This project is owned by $etm $gdlnf 🧵 2/4 https://twitter.com/i/web/status/2014394533304213617 https://twitter.com/i/web/status/2014394533304213617"
X Link 2026-01-22T17:47Z [---] followers, [--] engagements
"X is being dumb and cut off my post midway -.- Here's the rest: To put the sheer size of Kvanefjeld into context it contains 5x more Rare Earth than $MP's crown jewel Mountain Pass. Yes the same $MP that the US government bought a stake in which sent the stock to the moon. Keep in mind Kvanefjeld also yields Heavy Rare Earths while Mountain Pass does not. These Heavies are significantly more valuable compared to the light counterpart. This is more than just some "rocks". Given China's monopoly on this market and their importance to the most critical aspects of the world (Defence AI Energy"
X Link 2026-01-22T18:00Z [---] followers, [---] engagements
"Interesting seeing more people pick up on this 👋 https://x.com/GrahamStephan/status/2014337757003624850 The US isn't buying Greenland for rare earths. We already have them. The real reason is a chemical variable that turns nuclear waste into profit. And its the only way to beat China in the AI race: The headlines scream Rare Earth Minerals every technology from EV batteries https://t.co/gu3prLC2rx https://x.com/GrahamStephan/status/2014337757003624850 The US isn't buying Greenland for rare earths. We already have them. The real reason is a chemical variable that turns nuclear waste into"
X Link 2026-01-22T18:00Z [---] followers, [--] engagements
"Another tidbit I thought was interesting from the video. "Greenland's future is unlikely to be determined by the Greenlandic people a Denmark court or Australian miners" 3/4"
X Link 2026-01-25T01:30Z [---] followers, [--] engagements
"So let's wrap it up. What's my main takeaway/general thoughts -The US government is WELL aware of the significance of the Kvanefjeld project. -I think much more than public retail and institutional investors at this stage (based on the MC vs peers). Hence where the alpha is. -I think the most likely outcome is the US gov comes in and influences a settlement between the Greenland gov and the company. They take a stake in the company and kicks out the 8% Chinese ownership. -I believe this will occur because the incentives in this case is much too strong for anything else. This is critically"
X Link 2026-01-25T01:30Z [---] followers, [--] engagements
"IV did come down post IPO as suspected under a month later. It got cut in half It never made sense to me why it was so high post ticker change theta gang/short vol feasted on this no doubt. No plays here for me. Just 📝 documenting for personal interest. The disconnect between $pew common and warrant is highly suspect. So fascinating. Reminds me of $bull & $bullw shortly after ipo but the inverse. Learn something new everyday. Did not have this scenario on my bingo card. Would have thought IV would come down post ipo. ✍📝 https://t.co/gtJJ6F53sX The disconnect between $pew common and warrant"
X Link 2025-08-21T03:12Z [---] followers, [---] engagements
"2021 meme market vibes NASDAQ uplist announced today we've known it was coming for so long. Yet it pumps over 30% on announcement. I mean I am surprised but I'm kinda not. This market man. 🕺while 🎶 is playing $BTQQF 🥰 Started starter position in $BTQQF today. NASDAQ uplist soon big insider buying I like mgmt team. Most importantly [--] sentences below. Ramble: I've been in and out of this ticker done my DD. Still of the opinion this is [--] of those zero or hero plays LT. Too early to tell rn https://t.co/zEVKwufMqR Started starter position in $BTQQF today. NASDAQ uplist soon big insider buying"
X Link 2025-09-22T20:57Z [---] followers, [----] engagements
"Pretty fun morning waking up to this. All things considered did pretty well today with -2.2% overall port draw down on the day (for reference QQQ down 2.1%). Especially since I was around 70% levered and had some high beta names like iren nbis hood rklb glxy etc (most down 5%+). Said numerous times previously to have puts and laid out my reasons. (Bought these [--] trading day ago on Friday) $qqq https://t.co/7QS2YOpJ6H Said numerous times previously to have puts and laid out my reasons. (Bought these [--] trading day ago on Friday) $qqq https://t.co/7QS2YOpJ6H"
X Link 2026-01-20T22:19Z [---] followers, [---] engagements
"It terms of total size and tonnage it's on par with $crml's Tanbreez mine. In terms of concentration it's twice as concentrated. This is the key that sets it apart from Tanbreez. To put simply Kvanefjeld will only need to process about half the amount of "rocks" as Tanbreez to get the same quantity of minerals. This cuts down mining and operations costs significantly. Speaking of efficiency this mine is also one of the largest uranium reserves on the planet. The uranium byproduct will further offset costs. 🧵 3/4"
X Link 2026-01-22T17:47Z [---] followers, [---] engagements
"Current price timestamp. I wanna come back to this. I think the market is being a silly 🪿 LET'S SEE 😊😊😊"
X Link 2026-01-22T18:00Z [---] followers, [--] engagements
"X is being dumb I couldn't publish the full thread in [--] go. So here is part 2: https://x.com/Fools_Edge/status/2014397782526996729 X is being dumb and cut off my post midway -.- Here's the rest: To put the sheer size of Kvanefjeld into context it contains 5x more Rare Earth than $MP's crown jewel Mountain Pass. Yes the same $MP that the US government bought a stake in which sent the stock to the moon. https://t.co/hRsu5cp5PI https://x.com/Fools_Edge/status/2014397782526996729 X is being dumb and cut off my post midway -.- Here's the rest: To put the sheer size of Kvanefjeld into context it"
X Link 2026-01-22T18:01Z [---] followers, [--] engagements
"RT @elonmusk: For quality of life it is better to err on the side of being an optimist and wrong rather than a pessimist and right"
X Link 2026-01-23T04:24Z [---] followers, 31.3K engagements
"Man there's opportunities everywhere. Just about connecting the dots. I should have made the connection but totally flew over my head. Will need to be more alert. 🫡 The $775 sunglasses Macron wore at Davos went viral and sent Italy-based iVision Tech shares up about 60% over the last [--] sessions. The orders surged so fast after his speech that the website crashed and the glasses quickly sold out. https://t.co/IZa44t3OYH The $775 sunglasses Macron wore at Davos went viral and sent Italy-based iVision Tech shares up about 60% over the last [--] sessions. The orders surged so fast after his speech"
X Link 2026-01-23T22:06Z [---] followers, [---] engagements
"No wonder rare earth plays I've been tracking pumped towards EOW. $amrq $etm $gdlnf This is massive for the sector. I suspect they'll all rise next week. Lots of capital will be pouring in the rare earth space. Theme is 🔥 I think $amrq $etm and $uuuu have a decent chance https://x.com/Fools_Edge/status/2014394531140006390 $USAR Will start Monday with a DJT candle It will be a Big Green on. Something like we have never seen before Thank you for attention https://t.co/3u1bnjfWGT https://x.com/Fools_Edge/status/2014394531140006390 $USAR Will start Monday with a DJT candle It will be a Big Green"
X Link 2026-01-25T04:53Z [---] followers, [---] engagements
"Bro they gotta chill new spac coming with don and eric on board The struggle is so real 😭 $rtac $york $gter"
X Link 2025-08-04T15:15Z [---] followers, [----] engagements
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