# ![@InvestorDenis Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1605284864340545537.png) @InvestorDenis Investor Denis

Investor Denis posts on X about $zeta, $flnc, $pgy, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1605284864340545537/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1605284864340545537/c:line/m:interactions.svg)

- [--] Week [-------] +36%
- [--] Month [-------] +93%
- [--] Months [-------] +893%
- [--] Year [-------] +5,558%

### Mentions: [--] [#](/creator/twitter::1605284864340545537/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1605284864340545537/c:line/m:posts_active.svg)

- [--] Week [---] -3.40%
- [--] Month [---] +12%
- [--] Months [-----] +316%
- [--] Year [-----] +1,371%

### Followers: [-----] [#](/creator/twitter::1605284864340545537/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1605284864340545537/c:line/m:followers.svg)

- [--] Week [-----] +9.50%
- [--] Month [-----] +37%
- [--] Months [-----] +172%
- [--] Year [-----] +335%

### CreatorRank: [-------] [#](/creator/twitter::1605284864340545537/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1605284864340545537/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  56.41% [stocks](/list/stocks)  #6046 [cryptocurrencies](/list/cryptocurrencies)  #2502 [technology brands](/list/technology-brands)  11.11% [financial services](/list/financial-services)  #1536 [automotive brands](/list/automotive-brands)  0.85%

**Social topic influence**
[$zeta](/topic/$zeta) #14, [$flnc](/topic/$flnc) #5, [$pgy](/topic/$pgy) #12, [stocks](/topic/stocks) #1826, [ai](/topic/ai) 9.4%, [$soun](/topic/$soun) #3, [$eose](/topic/$eose) #142, [$oscr](/topic/$oscr) #43, [bullish](/topic/bullish) #347, [target](/topic/target) #2419

**Top accounts mentioned or mentioned by**
[@thephiloinvest](/creator/undefined) [@trevhesinvests](/creator/undefined) [@lngtermcapital](/creator/undefined) [@commonsenseplay](/creator/undefined) [@zandergill81255](/creator/undefined) [@firefoxxb9r](/creator/undefined) [@elliotwavebull](/creator/undefined) [@dubbiosismo](/creator/undefined) [@riesgocosmico](/creator/undefined) [@firefox_xb9r](/creator/undefined) [@draveneric94535](/creator/undefined) [@dividollars](/creator/undefined) [@wealthmatica](/creator/undefined) [@hiteshkar](/creator/undefined) [@clothoprime](/creator/undefined) [@valcosecurities](/creator/undefined) [@erezidan](/creator/undefined) [@freelifefreewil](/creator/undefined) [@grok](/creator/undefined) [@marketremors](/creator/undefined)

**Top assets mentioned**
[ZetaChain (ZETA)](/topic/$zeta) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [SoundHound AI, Inc. Class A Common Stock (SOUN)](/topic/$soun) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Sei (SEI)](/topic/$sei) [BlackRock Inc (BLK)](/topic/blackrock) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Nasdaq Inc (NDAQ)](/topic/$ndaq) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Iris Energy Limited (IREN)](/topic/$iren) [Microsoft Corp. (MSFT)](/topic/microsoft) [UnitedHealth Group (UNH)](/topic/$unh) [RAI Finance (SOFI)](/topic/$sofi) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Fastly, Inc. (FSLY)](/topic/$fsly) [Oklo Inc. (OKLO)](/topic/$oklo) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Snap, Inc. (SNAP)](/topic/$snap) [Tesla, Inc. (TSLA)](/topic/$tsla) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Bitcoin (BTC)](/topic/bitcoin) [Nextracker Inc. (NXT)](/topic/$nxt) [Dave Inc. (DAVE)](/topic/$dave) [Peloton Interactive, Inc. Class A Common Stock (PTON)](/topic/$pton) [IonQ, Inc. (IONQ)](/topic/$ionq) [Novo-Nordisk (NVO)](/topic/$nvo) [UiPath, Inc. (PATH)](/topic/$path) [NCINO, Inc. (NCNO)](/topic/$ncno)
### Top Social Posts
Top posts by engagements in the last [--] hours

"BlackRock CEO Larry Fink: "In the era of AI early gains are flowing to the owners of models data and infrastructure." If you invest in software stocks the keyword is "data." That's why I'm long $PGY and $ZETA. Their models have been trained on enormous amounts of data only they have"  
[X Link](https://x.com/InvestorDenis/status/2020650099806998651)  2026-02-09T00:05Z [----] followers, 10.1K engagements


"$ZETA will turn consistently profitable in [----]. Why would it not grow from here"  
[X Link](https://x.com/InvestorDenis/status/2021495671757602924)  2026-02-11T08:05Z [----] followers, [----] engagements


"You don't even need to do a deep dive into energy stocks to understand that the energy demand is soaring. Just look at how the respective companies title their earnings releases: $FLNC (in portfolio): "Fluence Energy Inc. Reports [----] Financial Results and Initiates [----] Guidance" $EOSE (in portfolio): "Eos Energy Enterprises Delivers Highest Company Quarterly Revenue Doubling Second Quarter [----] and Reports Third Quarter [----] Financial Results" $SEI (thinking of adding it): "Solaris Energy Infrastructure Announces Third Quarter [----] Results Updated Earnings Guidance Continued Shareholder"  
[X Link](https://x.com/InvestorDenis/status/2013281547009356226)  2026-01-19T16:05Z [----] followers, [---] engagements


"Do you remember how the fabulous company named $FSLY hit $13650 at the end of [----] while its net loss went from $145M to $457M Now $FSLY is down 93%. It'll probably recover in a few years. The lesson here is Black Swan Events and (largely unnecessary) stimulus checks accelerate market cycles. In one year a company collects the revenue equivalent of three years. It'll probably not reinvent quickly enough. Which means its bear market will be long and painful. Same happened with $ZM and $PYPL even though both are hugely successful and profitable companies. Always have an exit strategy. Don't"  
[X Link](https://x.com/InvestorDenis/status/2014912291985088872)  2026-01-24T04:05Z [----] followers, [----] engagements


"Larry Fink the CEO of the largest asset management company BlackRock said it: The capex is going to drive more global growth . Theres no bubble. Ignore the naysayers. Hold your AI and energy stocks. This bull market is amazing. I have $PGY $SOUN $FLNC and $EOSE in my portfolio"  
[X Link](https://x.com/InvestorDenis/status/2015576669675725279)  2026-01-26T00:05Z [----] followers, [----] engagements


"5 stocks Ive been buying during this correction: $PGY $SOUN $NDAQ $EOSE $FLNC [--] stocks Id avoid buying right now: $PLTR $SNAP $OKLO $OSCR $TSLA What do you think"  
[X Link](https://x.com/InvestorDenis/status/2016361843183501528)  2026-01-28T04:05Z [----] followers, [---] engagements


"What 99% of people dont understand about 23/5 trading: Its traders ability to take advantage of local speeds. And $NDAQ is the biggest beneficiary due to its partnership with AWS. In fact $NDAQ has already filed paperwork with the Securities and Exchange Commission to trade 23/5. $NDAQ is profiting from the low capex because it doesnt need to build its own datacenters it only pays for what it uses with AWS. However $NDAQ is also moving its matching engines to global AWS regions like London. This allows traders in London to interact with US exchanges at local speeds. Your orders will be filled"  
[X Link](https://x.com/InvestorDenis/status/2017267813304635549)  2026-01-30T16:05Z [----] followers, [---] engagements


"$FCX is a copper miner with easy to explain growth potential: It uses secondary leaching to extract copper from waste rock. Its the companys proprietary technology. This is a low capex process because $FCX doesnt need to build new mines which costs billions and takes [--] years. Using this method $FCX already extracted [---] million pounds in [----]. The goal is to hit [---] million pounds in [----] and scale that to [---] million pounds (400k tons) by [----]. For context an [---] million pound per year output is the size of a global copper mine. And a standard [--] GW datacenter requires up to [---] million"  
[X Link](https://x.com/InvestorDenis/status/2017750997104558273)  2026-02-01T00:05Z [----] followers, [----] engagements


"10 stocks whose valuations became even more disconnected from their fundamentals after the bleeding on Friday: 1/ $PGY 2/ $ZETA 3/ $UBER 4/ $DUOL 5/ $PYPL 6/ $TTD 7/ $SOUN 8/ $LYFT 9/ $OSCR 10/ $HROW What else"  
[X Link](https://x.com/InvestorDenis/status/2017871792648655209)  2026-02-01T08:05Z [----] followers, [----] engagements


"$IREN is unlikely to fail the pivot from Bitcoin mining to AI Cloud services after the $97 billion deal with Microsoft. $IREN co-CEO Dan Roberts: We cant meet the demand fast enough. Weve got the datacenters power land . were installing those GPUs every day. Right now the AI Cloud revenue is only 3% Bitcoin mining is 97%. But as the Bitcoin mining segment stays as it is the AI Cloud segment is expected to generate up to $34 billion in [----] from the current $40-$50 million. Yes its ambitious. But even if $IREN does half of what it promised the stock will easily double from here"  
[X Link](https://x.com/InvestorDenis/status/2018113384839823798)  2026-02-02T00:05Z [----] followers, [----] engagements


"@thephiloinvest Thank you I didn't even know this company"  
[X Link](https://x.com/InvestorDenis/status/2018326606004027419)  2026-02-02T14:12Z [----] followers, [---] engagements


"$IREN's moat: Its a vertically integrated datacenter company. It owns the land the substations and the renewable energy rights for powering datacenters. $IREN co-CEO Dan Roberts: We have accumulated [--] GW of power land. But thats still a drop in the ocean. There will be a shortfall of [--] GW in energy over the next [--] years. Why would $IREN not double from here"  
[X Link](https://x.com/InvestorDenis/status/2018354976704336230)  2026-02-02T16:05Z [----] followers, [----] engagements


"@trevhesinvests It's seen rough times recently but it's finally recovering. I think even Buffett bought it a year or two ago"  
[X Link](https://x.com/InvestorDenis/status/2018625567134740491)  2026-02-03T10:00Z [----] followers, [--] engagements


"$FLNC sounds like a solid hardware power supplier for datacenters. Its batteries power that come from anywhere: Solar wind nuclear hydro or gas. They charge when electricity is cheap (at night) and use that power when the grid is stressed and expensive during the day. But hardware can be commoditized. $FLNC is a full stack provider. Its edge is in its AI backed software for optimizing energy use (Fluence Mosaic) and predicting battery failures (Fluence Nispera). 1/ Mosaic uses machine learning to predict energy prices and automatically sell battery power back to the grid when its most"  
[X Link](https://x.com/InvestorDenis/status/2018777763516428730)  2026-02-03T20:05Z [----] followers, [---] engagements


"5 stocks trading at P/S close to historic lows: 1/ $DUOL: [--] 2/ $TTD: [--] 3/ $PGY: [--] 4/ $OSCR: [--] 5/ $UNH: [--] Which are you buying"  
[X Link](https://x.com/InvestorDenis/status/2018898684122165427)  2026-02-04T04:05Z [----] followers, [---] engagements


"While software is getting massacred energy is shining. Yesterday $FLNC up 343% $EOSE up 092%. Im long both"  
[X Link](https://x.com/InvestorDenis/status/2018989155414335741)  2026-02-04T10:05Z [----] followers, [---] engagements


"$UBER: "Quarterly trips grew 22% year-over-year and Gross Bookings grew 22% year-over-year." Market: "F*ck you down 8%." But guess what. The report was good. It's been an hour the market is still closed and $UBER is coming back"  
[X Link](https://x.com/InvestorDenis/status/2019036660722483336)  2026-02-04T13:13Z [----] followers, [---] engagements


"2025 wasnt a good year for $FLNC due to tariff uncertainty and staffing and technical calibration issues. Its revenue dipped and the stock lost about 80% of its valuation. But the issues were resolved and $FLNC's revenue is coming back. Here are the good things happening for $FLNC: 1/ Part of the revenue missed in [----] is expected in [----]. Management projects 50% revenue growth this year. $FLNC's total backlog is $53 billion. It corresponds to 85% of the [----] revenue forecast. 2/ On Jan [--] [----] $FLNC secured a gigawatt-scale project in Arizona. Arizona is one of the hottest data center"  
[X Link](https://x.com/InvestorDenis/status/2019200548864467213)  2026-02-05T00:05Z [----] followers, [----] engagements


"As of last quarter: $FLNC: Order backlog $53 billion $EOSE: Order backlog $6444 million $NXT: . record backlog driven by strength in the U.S. and record bookings in Europe Youre not bullish enough on energy"  
[X Link](https://x.com/InvestorDenis/status/2019260946200342872)  2026-02-05T04:05Z [----] followers, [---] engagements


"Yesterday $FLNC released its earnings and reinforced its bull case. Highlights: 1/ Revenue is up 154% YoY. However $FLNC suffered from the [----] tariff uncertainty and operational delays. This is why part of the revenue has shifted to [----]. The business is on the mend. 2/ Pipeline is up 30% to $30 billion QoQ. The demand for $FLNC's products (batteries) and services (Mosaic and Nispera) is soaring due to the massive datacenter buildout electricity regulation at heavy industrial sites and storing green energy. However $FLNC's products arent only used for energy storage theyre a perfect choice"  
[X Link](https://x.com/InvestorDenis/status/2019502538530406597)  2026-02-05T20:05Z [----] followers, [----] engagements


"I agree that no one should blindly follow analyst price targets. But lets talk about $PGY. The lowest analyst price target is $35 which implies an almost 100% upside. The sentiment on X is positive toward $PGY. The business itself grows revenues at 35% YoY. $PGY secured $14 billion in institutional funding in January. In February it closed an $800 million deal by selling Asset Backed Securities up 33% from the initially planned $600 million. Yet the market is pricing $PGY like a dying SPAC or a dotcom stock. Im long $PGY and Im sure its massively undervalued"  
[X Link](https://x.com/InvestorDenis/status/2019562936251859347)  2026-02-06T00:05Z [----] followers, [----] engagements


"@ClothoPrime I missed $DAVE but I don't want to miss $PGY"  
[X Link](https://x.com/InvestorDenis/status/2019672494731628554)  2026-02-06T07:20Z [----] followers, [---] engagements


"$ZETA is more oversold than during the short attack in November [----]. (the green line is Time Segmented Volume that shows money flowing in and out of the stock) Seriously who the F would be selling this great company right now"  
[X Link](https://x.com/InvestorDenis/status/2019774329102483795)  2026-02-06T14:05Z [----] followers, [----] engagements


"Now we have growth stocks at discount prices once a year. [--] stocks Id buy at these valuations (some are ridiculously low): 1/ $PGY 2/ $ZETA 3/ $SOFI 4/ $FLNC 5/ $SEI [--] stocks Id stay the hell away from: 1/ $PYPL 2/ $PTON What else"  
[X Link](https://x.com/InvestorDenis/status/2019804528015794258)  2026-02-06T16:05Z [----] followers, [----] engagements


"@FireFox_XB9R Nice Jill 👍"  
[X Link](https://x.com/InvestorDenis/status/2020206588905103649)  2026-02-07T18:42Z [----] followers, [--] engagements


"$FLNC dropped massively this week after an earnings report. The company reported a larger than expected loss due to additional costs with regard to two US projects. The drop brought the stock back into the previous buy zone. Yesterday an indecision candle formed which means that neither buyers nor sellers controlled the price. Nevertheless I'm super optimistic on $FLNC due to the expected 50% revenue growth this year and a record backlog that accounts for 80% of that revenue. Long $FLNC"  
[X Link](https://x.com/InvestorDenis/status/2020227313950962133)  2026-02-07T20:05Z [----] followers, [----] engagements


"How to win the trust of your shareholders: 1/ Have a short selling firm accuse you of illegal data collection practices 2/ See your stock plummet by 53% in two days without flinching 3/ Invest $1 million of your money into the company 4/ Announce $100 million buybacks 5/ Release a rebuttal addressing the short sellers issues in detail This is what $ZETA did in November [----] when Culper Research published a report that talked about $ZETA's underhanded business practices. If the CEO buying 53k shares immediately and announcing massive buybacks isnt a sign of management credibility I dont know"  
[X Link](https://x.com/InvestorDenis/status/2020468906851504247)  2026-02-08T12:05Z [----] followers, [---] engagements


"44% of the Fortune [---] companies are $ZETA's customers. Someone asked me if the data collection done by $ZETA isn't illegal. It's not. When you tick the Terms and Conditions box before leaving comments on social media you give permission to $ZETA to collect your data. If this isn't convincing think of the massive legal departments of the Fortune [---] companies. If there was the danger of getting sued for data collection practices none of them would work with $ZETA. The biggest brands in the world trust $ZETA's compliance. Why shouldn't you"  
[X Link](https://x.com/InvestorDenis/status/2020589827654341108)  2026-02-08T20:05Z [----] followers, [----] engagements


"I just published a deep dive into two energy stocks $FLNC and $EOSE. Both companies are experiencing an exploding demand due to the ongoing massive datacenter buildout. You may read the deep dive here (it's free):"  
[X Link](https://x.com/InvestorDenis/status/2020602938516033776)  2026-02-08T20:57Z [----] followers, [---] engagements


"@ErezIdan Thanks for pointing this out. I could only find that $FLNC stated it trusts AESC to stand without Chinese control. This appears to be something that scares investors away. What do you think will happen"  
[X Link](https://x.com/InvestorDenis/status/2020607081364246777)  2026-02-08T21:14Z [----] followers, [--] engagements


"@FireFox_XB9R Why are you bullish on $SOUN"  
[X Link](https://x.com/InvestorDenis/status/2020607210787881048)  2026-02-08T21:14Z [----] followers, [---] engagements


"@Dubbiosismo Thanks for pointing this out. This appears to be a real threat given that the crisis is in "full swing." What do you think"  
[X Link](https://x.com/InvestorDenis/status/2020607610391793996)  2026-02-08T21:16Z [----] followers, [--] engagements


"@FireFox_XB9R Thanks for the detailed reply Jill. I agree it's likely $SOUN will eventually be acquired by someone else"  
[X Link](https://x.com/InvestorDenis/status/2020612187279020398)  2026-02-08T21:34Z [----] followers, [---] engagements


"$ZETA's 1-min chart shows signs of institutional buying on Friday. Institutional investors use bracketed buy orders that fire within narrow price windows. When the price moves sideways with well-defined highs and lows it's usually institutions. The goal is to buy slowly without moving up the price. That went on on Friday between 12:00 pm and 3:30 pm. Nobody else can hold the price so stable for such a long time. Institutional buying means $ZETA is undervalued"  
[X Link](https://x.com/InvestorDenis/status/2020710498149257221)  2026-02-09T04:05Z [----] followers, [---] engagements


"I wanted to go to $ZETA investor relations but Google thinks I meant $META. Is that a good or a bad sign"  
[X Link](https://x.com/InvestorDenis/status/2020770895803961516)  2026-02-09T08:05Z [----] followers, [---] engagements


"$ZETA is massively oversold. Yesterday's candle is a dragon which is a reversal signal. It makes sense given that it's the low of institutional support ($1730). Quarterly filings of some institutional investors are already available. Vanguard added [--] million $ZETA shares by Dec [--] [----]. It's precisely the price range the stock is in right now. Why would $ZETA not bounce from here"  
[X Link](https://x.com/InvestorDenis/status/2019411941467336996)  2026-02-05T14:05Z [----] followers, [----] engagements


"$ZETA has built a proprietary data cloud of [---] million US identities (more than 90% of the adult US population). Every data point is tied to a real person via a verified email or physical address not temporary cookies. Thats the data $ZETA uses to train its AI to predict consumer intent before a purchase even happens. No competitor comes close to this amount of proprietary data. This is $ZETA's moat. Long $ZETA"  
[X Link](https://x.com/InvestorDenis/status/2020106518390034841)  2026-02-07T12:05Z [----] followers, 10K engagements


"$PGY just published a Q4 [----] earnings report. Highlights: 1/ Revenue up 20% YoY To be precise its revenue and other income. The latter comes from coupon payments from the loans $PGY holds on its balance sheet (2-5% of those it helps originate) and fair value adjustments (if the value of the loans it owns changes over time). 2/ $27 billion network volume up 3% YoY 3/ Fourth consecutive profitable quarter with rising net income 4/ Closed new deals with institutional investors worth $14 billion The stock is down 17% premarket. Where I think this comes from: 1/ Lower than expected revenue in Q4"  
[X Link](https://x.com/InvestorDenis/status/2020838923870597306)  2026-02-09T12:35Z [----] followers, [----] engagements


"Most analysts are super bullish on $IONQ. Most project double digit some triple digit growth. One stands out: DA Davidson with a price target 87% below the current price but with the rating "Hold." WTF Anyway institutional investors like BlackRock love $IONQ and added [--] million shares last quarter (ending Sep [--] 2025). New data shows that Vanguard added more than [--] million $IONQ shares by Dec [--] [----]. Worth noting"  
[X Link](https://x.com/InvestorDenis/status/2018173782637101306)  2026-02-02T04:05Z [----] followers, 11.4K engagements


"$ZETA is criminally oversold. Its down 36% over the past month while 1/ Its monetizing its partnership with OpenAI by using AI agents that do the work of entire teams. 2/ The integration of Marigold is expected to help $ZETA monetize more than [--] new clients from the Fortune [---] list. This acquisition alone should generate $190 million in revenue in [----]. $ZETA's financials are solid: Revenue up 26% YoY Approaching profitability Total debt $197 million Free cash flow $47 millions Cash balance $385 million $200 million buybacks Why would $ZETA not grow from here I just initiated a position in"  
[X Link](https://x.com/InvestorDenis/status/2019925324268445888)  2026-02-07T00:05Z [----] followers, [----] engagements


"10 stocks Id be comfortable to buy after last weeks bloodbath (in order of priority): 1/ $PGY 2/ $ZETA 3/ $SOUN 4/ $FLNC 5/ $EOSE 6/ $SEI 7/ $SOFI 8/ $PATH 9/ $UBER 10/ $NVO What would you buy"  
[X Link](https://x.com/InvestorDenis/status/2020831294490607767)  2026-02-09T12:05Z [----] followers, [----] engagements


"I'm not in favor of investing based on analysts' price targets. But for $ZETA there's a general consensus. The average price target is $3025 which implies a 78% upside. Why would $ZETA not grow from here"  
[X Link](https://x.com/InvestorDenis/status/2020891817940750846)  2026-02-09T16:05Z [----] followers, [----] engagements


"$EOSE is firing on all fronts. 1/ Pipeline: $226 billion 25% of the pipeline is specifically for datacenters. $EOSE's zinc batteries don't catch fire and are an excellent alternative to flammable lithium-ion batteries in datacenters worth billions of dollars. 2/ Order backlog: $6444 million 3/ Revenue is up 100% QoQ (YoY is expected to be 1000% for the full 2025) 4/ $305 million loan from the Department of Energy and $210 million loan from Cerberus Capital for boosting its manufacturing capacity in Pennsylvania However $EOSE has challenges: 1/ Its free cash flow is negative (-$836 million) so"  
[X Link](https://x.com/InvestorDenis/status/2021012487873888662)  2026-02-10T00:05Z [----] followers, [---] engagements


"I love it that $ZETA doesnt abuse dilution any longer. It naturally needed to raise cash on the way to profitability. Its total shares outstanding went from [---] million in [----] to [---] million in [----]. The [----] target is 3-4%. And $ZETA is a growth stock. Its approaching profitability aligns with the reduced dilution"  
[X Link](https://x.com/InvestorDenis/status/2021072885457223888)  2026-02-10T04:05Z [----] followers, [----] engagements


"$PGY has GAAP profitability with four consecutive orders of rising net income and 20% YoY revenue growth. P/S = [--] Yet its treated like an unprofitable dot com stock. I said what I said. $PGY's repricing is a question of when not if"  
[X Link](https://x.com/InvestorDenis/status/2020952105910145525)  2026-02-09T20:05Z [----] followers, [----] engagements


"Does anyone know $NCNO It's a fintech that provides a cloud-based banking platform for financial institutions. Simply put $NCNO is helping them digitize their processes in the cloud using its own operating system that runs on AI. $NCNO stock has spent several years in a bottom because it was burning money. But its financials are improving. This is from the latest earnings report yesterday: Revenue up 10% YoY Free cash flow $5 million Cash balance $88 million Long-term debt $254 million Third profitable quarter (not consecutive though) Will $NCNO grow from here or will it continue to suck It"  
[X Link](https://x.com/InvestorDenis/status/1996498887129907551)  2025-12-04T08:36Z [----] followers, [---] engagements


"Nothing can stop $PYPL from bleeding. Not its ridiculously low P/S ratio of [--] Not that it's retired 25% of shares outstanding (12B - 890M) since [----] Not that it makes $1B every single quarter Not that it pays dividends Nothing can stop $PYPL from bleeding except having its application approved so it can become an industrial bank which would mean holding deposits offering high-yield savings/lending directly improving margins by cutting out the middleman banks that currently take a cut of every loan Will $PYPL come back"  
[X Link](https://x.com/InvestorDenis/status/2010926025572532565)  2026-01-13T04:05Z [----] followers, [---] engagements


"$SOUN just announced an expansion of its partnership with Five Guys. $SOUN develops conversational intelligence. With Five Guys its processed more than one million AI-powered customer interactions across hundreds of locations. The companys Voice AI ensures 100% of incoming orders are answered even during peak hours. There are two benefits: No missed revenue Reduced operational friction on staff $SOUN's clients love the platform because its the best conversational AI on the market and it doesnt keep the personal data (credit cards phone numbers etc.) of their customers. This year $SOUN expects"  
[X Link](https://x.com/InvestorDenis/status/2018415374975500433)  2026-02-02T20:05Z [----] followers, [----] engagements


"$SOUN may seem like an ordinary company but its not. Lets start with the financials: Zero debt Revenue up 68% YoY Cash balance of $269 million as of Q3 [----] Expected to turn profitable in [----] $SOUN develops conversational intelligence. The main product is Houndify that uses tools called Speech-to-Meaning and Deep Meaning Understanding. A common argument is Big Tech can eat $SOUN's lunch. Not true. 1/ Most voice assistants act like middlemen. They transcribe your voice into text first then try to figure out what the text means. $SOUN processes audio and meaning at the same time. The company"  
[X Link](https://x.com/InvestorDenis/status/2018717365475963381)  2026-02-03T16:05Z [----] followers, [----] engagements


"@lngtermcapital $OSCR investors need to be thick-skinned but I believe it will pay off"  
[X Link](https://x.com/InvestorDenis/status/2021620597059637510)  2026-02-11T16:21Z [----] followers, [--] engagements


"These are the stocks with at least 100% upside (low risk holding them long-term): 1/ $PGY 2/ $ZETA 3/ $SOUN 4/ $DLO 5/ $ENPH What else"  
[X Link](https://x.com/InvestorDenis/status/2018294579141747064)  2026-02-02T12:05Z [----] followers, [----] engagements


"$FLNC provides battery-based energy storage systems for utilities like datacenters. Its a full stack provider. Beyond hardware it supplies software for optimizing energy use (Fluence Mosaic) and predicting failures (Fluence Nispera). $FLNC had issues in [----] related to tariff uncertainty and staffing and technical calibration issues. But the issues were resolved and $FLNC's revenues is coming back. Management projects 50% revenue growth in [----]. Total backlog is $53 billion. Meanwhile on Jan [--] [----] $FLNC secured a gigawatt-scale project in Arizona. Why is this a big deal Arizona is one of"  
[X Link](https://x.com/InvestorDenis/status/2018536170595185123)  2026-02-03T04:05Z [----] followers, [----] engagements


"$FCX supplies 70% of the copper produced domestically in the US. It's a massive advantage given the AI bottleneck in [----] (energy) and the respective focus on the US grid security. In [----] I see three catalysts for $FCX growth: 1/ The Grasberg mine is expected to return to 85% of its total production in the second half f the year 2/ $FCX's proprietary secondary leaching technology will product more copper without having to build new mines. Its a low capex process because it extracts copper from rock piles that are considered waste. Using this method $FCX extracted [---] million pounds in 2025."  
[X Link](https://x.com/InvestorDenis/status/2018838160697159749)  2026-02-04T00:05Z [----] followers, [---] engagements


"$SEI is a vertically integrated company that moved from oilfield logistics (fracking sand/water) to Power-as-a-Service. The problem it solves is the utility grid backlog. To be more precise its the [--] year wait between building a datacenter and connecting it to the grid. $SEI bypasses the grid entirely. It engineers and deploys massive power sites (up to [---] MW) in less than [--] months. Its product is [---] MW and [--] MW mobile gas turbines that operate until the utility company finalizes the grid. When the grid is finally ready the client just plugs in without needing to replace any equipment."  
[X Link](https://x.com/InvestorDenis/status/2019140151050449212)  2026-02-04T20:05Z [----] followers, [----] engagements


"I'll never understand why someone would hold a stock through a correction and sell it at the bottom. [--] minute chart of $SOUN shows institutional support yesterday between 12:30 and 1:30 pm (makes sense because most people have lunch so the market is calm) Then again a few minutes later for another hour Look how the price shoots up right after. And if you look at the daily chart you'll see $SOUN is sitting at the April [----] lows which is strong support. $SOUN is undervalued. How do I know this In the quarter ending March [--] [----] $SOUN's revenue was $29 million. Two quarters later it was $42"  
[X Link](https://x.com/InvestorDenis/status/2019381742541644278)  2026-02-05T12:05Z [----] followers, [----] engagements


"$SOUN: Nice rebound today. The average analyst price target is $16 which implies an almost 100% upside. I'm holding $SOUN"  
[X Link](https://x.com/InvestorDenis/status/2019985721990275439)  2026-02-07T04:05Z [----] followers, [----] engagements


"AI is redefining the US economy while the US datacenter construction is soaring. Imagine the demand for energy that comes with it. $FLNC $SEI $CEG $EOSE"  
[X Link](https://x.com/InvestorDenis/status/2021133283489153373)  2026-02-10T08:05Z [----] followers, [---] engagements


"If the mega caps are going to invest $610 billion in [----] imagine the returns they'll eventually reap. While the market panics because oh God Microsoft is spending too much it's the same thing as with investing: You must buy a stock if you want to make money on it"  
[X Link](https://x.com/InvestorDenis/status/2021150133593800789)  2026-02-10T09:11Z [----] followers, [---] engagements


"$FLNC lost 40% last week. Yet its Time Segmented Volume (green line in the pic) shows the sell-off wasn't a big deal. Time Segmented Volume shows the money that comes into and leaves the stock. $FLNC wasn't more oversold than in November [----] when it lost about 25%. I'm bullish on $FLNC and it's in my portfolio"  
[X Link](https://x.com/InvestorDenis/status/2021254080060915952)  2026-02-10T16:05Z [----] followers, [---] engagements


"$46 is $NVO's fundamental value. The stock has already bounced from $46 five times. It's unlikely to fall below $46 and stay there permanently"  
[X Link](https://x.com/InvestorDenis/status/2021374875458240701)  2026-02-11T00:05Z [----] followers, [---] engagements


"@BitcoinCyborg @mattshumer_ Imagine how quickly we can research stocks if we use the latest version of Claude/ChatGPT/Gemini"  
[X Link](https://x.com/InvestorDenis/status/2021512844806963276)  2026-02-11T09:13Z [----] followers, [----] engagements


"$OSCR just moved back into the previous wide trading range between $1340 and $23. Yesterday is an indecision candle. I wouldn't call this pattern strong"  
[X Link](https://x.com/InvestorDenis/status/2021556070754193788)  2026-02-11T12:05Z [----] followers, [---] engagements


"Im long $UBER and I love seeing Uber in my daily life"  
[X Link](https://x.com/InvestorDenis/status/2021588582952038459)  2026-02-11T14:14Z [----] followers, [---] engagements


"Ive been studying $ZETA over the past two weeks. Im sure it has a large upside because AI has gone from Generative (helpful tool) to Agentic (it does my job better than I do). Its thanks to $ZETA's partnership with OpenAI. $ZETA's platform called Athena is its proprietary AI marketing agent. The partnership integrates OpenAIs most advanced Large Language Models directly into Athena's core. This means that marketers dont have to manually build segments or look through dashboards they can talk to Athena in natural language instead. For example a marketer can ask: Find the [-----] people in our"  
[X Link](https://x.com/InvestorDenis/status/2021616467909951742)  2026-02-11T16:05Z [----] followers, [----] engagements


"@lngtermcapital What I love about $ZETA and $PGY is both of them train their models on massive amounts of data. The models themselves aren't crucial but the data is. No competitor comes close"  
[X Link](https://x.com/InvestorDenis/status/2021621193959469292)  2026-02-11T16:23Z [----] followers, [---] engagements


"3 stocks with P/S 1: 1/ $PGY 2/ $OSCR 3/ $UNH When will the market understand what kind of opportunities these companies represent"  
[X Link](https://x.com/InvestorDenis/status/2021797661201117606)  2026-02-12T04:05Z [----] followers, [----] engagements

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