# ![@MNTonX Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1266411361669722113.png) @MNTonX MNT on X

MNT on X posts on X about $eth, $pl, planet, $bmnr the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1266411361669722113/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1266411361669722113/c:line/m:interactions.svg)

- [--] Week [-----] -34%
- [--] Month [------] -28%
- [--] Months [-------] -29%
- [--] Year [---------] +1,082%

### Mentions: [--] [#](/creator/twitter::1266411361669722113/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1266411361669722113/c:line/m:posts_active.svg)

- [--] Week [--] +75%
- [--] Month [--] -2.50%
- [--] Months [---] +78%
- [--] Year [---] +86%

### Followers: [-----] [#](/creator/twitter::1266411361669722113/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1266411361669722113/c:line/m:followers.svg)

- [--] Week [-----] +0.23%
- [--] Month [-----] +0.94%
- [--] Months [-----] +10%
- [--] Year [-----] +21%

### CreatorRank: [---------] [#](/creator/twitter::1266411361669722113/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1266411361669722113/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  70.59% [finance](/list/finance)  52.94% [currencies](/list/currencies)  46.08% [cryptocurrencies](/list/cryptocurrencies)  34.31% [technology brands](/list/technology-brands)  5.88% [financial services](/list/financial-services)  3.92% [automotive brands](/list/automotive-brands)  3.92% [countries](/list/countries)  2.94% [exchanges](/list/exchanges)  0.98%

**Social topic influence**
[$eth](/topic/$eth) #1828, [$pl](/topic/$pl) 15.69%, [planet](/topic/planet) 15.69%, [$bmnr](/topic/$bmnr) #157, [$sbet](/topic/$sbet) #34, [in the](/topic/in-the) 12.75%, [$q](/topic/$q) 11.76%, [sharplink](/topic/sharplink) #42, [$entg](/topic/$entg) 9.8%, [play](/topic/play) 9.8%

**Top accounts mentioned or mentioned by**
[@planet](/creator/undefined) [@bitmnr](/creator/undefined) [@sharplink](/creator/undefined) [@fundstrat](/creator/undefined) [@sofi](/creator/undefined) [@lucidmotors](/creator/undefined) [@bmnrtracker](/creator/undefined) [@will4planet](/creator/undefined) [@polestarcars](/creator/undefined) [@playboy](/creator/undefined) [@cnbc](/creator/undefined) [@jdonovan42](/creator/undefined) [@honeywell](/creator/undefined) [@anthonynoto](/creator/undefined) [@softbank](/creator/undefined) [@nebiusai](/creator/undefined) [@figma](/creator/undefined) [@1xtech](/creator/undefined) [@proterrainc](/creator/undefined) [@meta](/creator/undefined)

**Top assets mentioned**
[Ethereum (ETH)](/topic/$eth) [Planet Labs PBC (PL)](/topic/$pl) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [SBET (SBET)](/topic/$sbet) [SharpLink Gaming (SBET)](/topic/sharplink) [Entegris, Inc. (ENTG)](/topic/$entg) [RAI Finance (SOFI)](/topic/$sofi) [SOLLENSYS CORP (SOLS)](/topic/$sols) [Honeywell International Inc (HON)](/topic/honeywell) [Heroes of NFT (HON)](/topic/$hon) [DuPont de Nemours Inc (DD)](/topic/$dd) [Lucid Group Inc (LCID)](/topic/$lcid) [Element Solutions Inc. (ESI)](/topic/$esi) [Centrus Energy Corp. (LEU)](/topic/$leu) [Air Products & Chemicals, Inc. (APD)](/topic/$apd) [Gores Guggenheim, Inc. Class A Common Stock (PSNY)](/topic/$psny) [ON Semiconductor, Corp. (ON)](/topic/on-semiconductor) [Goldman Sachs (GS)](/topic/goldman-sachs) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [SoFi Technologies, Inc. Common Stock (SOFI)](/topic/sofi-technologies) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Figma, Inc. (FIG)](/topic/$fig)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$BMNR - @BitMNR @fundstrat Seeing new lows since the start of their $ETH treasury strategy on the back of a very weak crypto market As of this morning they now hold [-------] $ETH which is currently worth $9.9B They also have $586M of treasury cash and $235M of other investments which brings their total NAV to $10.7B Using VWAPs to estimate the number of shares issued via ATM since their last official update (10-Q filing on 01/13/26) current estimated total outstanding shares sit at [---------] This results in a NAV / Share of $23.57 and currently trading at an estimated mNAV of 0.96x Note -"  
[X Link](https://x.com/anyuser/status/2018330926535569703)  2026-02-02T14:29Z [----] followers, [----] engagements


"Three names that I liked in Q4 for their valuation and thematic relevance have performed exceptionally well and continue to remain strong relative to the overall market: $SOLS - Solstice Advanced Materials $Q - Qnity Electronics $HON - Honeywell"  
[X Link](https://x.com/MNTonX/status/2019436796082581992)  2026-02-05T15:43Z [----] followers, [----] engagements


"$CCIV - it's incredible to see this nearly pushing $60. blowing past my short term expectations for sure Will likely go down as one of the best performing and highly coveted #SPACs of all time"  
[X Link](https://x.com/MNTonX/status/1362113405277138944)  2021-02-17T18:55Z [----] followers, [--] engagements


"More and more mixed-shelf registration statements being filed for de-SPAC companies: $STEM - @stempowered files an S-3 for a $600M mixed-shelf $PLBY - @Playboy files an S-3 for a $250M mixed-shelf https://www.sec.gov/Archives/edgar/data/0001803914/000110465922097555/tm2224833d1_s3.htm https://www.sec.gov/Archives/edgar/data/0001758766/000175876622000156/stems-3shelfregistrationst.htm https://www.sec.gov/Archives/edgar/data/0001803914/000110465922097555/tm2224833d1_s3.htm https://www.sec.gov/Archives/edgar/data/0001758766/000175876622000156/stems-3shelfregistrationst.htm"  
[X Link](https://x.com/MNTonX/status/1565812579666206720)  2022-09-02T21:23Z [----] followers, [--] engagements


"There is now a pretty big disparity between the @sharplink and @BitMNR mNAVs: $SBET @ 1.22x $BMNR @ 2.14x While I do agree with BMNR trading at premium given @fundstrat's great execution at quickly growing their treasury to over 1M $ETH I think SBET is looking increasingly cheap at these levels. IMO I think the mNAV gap eventually closes a bit but BMNR still maintains a small premium I own both and believe both can be winners as long as ETH performance remains strong"  
[X Link](https://x.com/MNTonX/status/1955284049217392974)  2025-08-12T15:03Z [----] followers, 21.1K engagements


"Two weeks ago while @BitMNR was trading over a 2.0x mNAV and @sharplink was trading at a 1.2x mNAV I suggested that the gap between the two should narrow but Bitmine likely maintains a slight premium. As of this morning: $BMNR - mNAV @ 1.26x $SBET - mNAV @ 1.07x The gap did in fact narrow; however not in the way I was expecting. I thought BMNR would pull back a little and SBET would gain a little. instead SBET's mNAV continued to slightly decrease and BMNR's mNAV decreased significantly. They are now within 0.19x of each other We're certainly still in early innings with DATs and price"  
[X Link](https://x.com/MNTonX/status/1960694778187710784)  2025-08-27T13:23Z [----] followers, 14.6K engagements


"$SOLS - Solstice Advanced Materials Closes above $53 on Friday which is the highest close that it's had post spin-off from $HON - Honeywell Thematic play on semiconductor materials nuclear fuel supply chain and data center infrastructure $ESI $ENTG $APD $Q $LEU $DD $SOLS - Solstice Advanced Materials Flirting with the $50 level today after some nice post-spin consolidation in the $40s. chart looks very constructive and valuation still has a lot of room for upside IMO Nuclear Semiconductor Supply Chain and Data Center Infrastructure https://t.co/fepXM3P4ok $SOLS - Solstice Advanced Materials"  
[X Link](https://x.com/anyuser/status/2010100200510222577)  2026-01-10T21:23Z [----] followers, [----] engagements


"@BMNRTracker How are you estimating share count Based on their 10-Q they officially had [---------] shares outstanding as of Jan [--] [----] I estimated they sold an additional 799k shares since then via ATM https://x.com/MNTonX/status/2018330926535569703s=20 $BMNR - @BitMNR @fundstrat Seeing new lows since the start of their $ETH treasury strategy on the back of a very weak crypto market As of this morning they now hold [-------] $ETH which is currently worth $9.9B They also have $586M of treasury cash and $235M of other https://t.co/7Z8zv9N5Vy https://x.com/MNTonX/status/2018330926535569703s=20"  
[X Link](https://x.com/MNTonX/status/2018334278203953429)  2026-02-02T14:42Z [----] followers, [---] engagements


"@BMNRTracker Yeah at a minimum [---------] shares based on the 10-Q filed on Jan 13th Then I estimated ATM sells increased that number by around 799k shares since then"  
[X Link](https://x.com/MNTonX/status/2018348042038952024)  2026-02-02T15:37Z [----] followers, [--] engagements


"$BMNR - @BitMNR @fundstrat BMNR now below $20 and $ETH below $2000 Watch for the $1700 area on $ETH which is the only remaining major moving average (100 Monthly MA) which was the spot it bounced during the 1H [----] sell-off $BMNR - @BitMNR @fundstrat Seeing new lows since the start of their $ETH treasury strategy on the back of a very weak crypto market As of this morning they now hold [-------] $ETH which is currently worth $9.9B They also have $586M of treasury cash and $235M of other https://t.co/7Z8zv9N5Vy $BMNR - @BitMNR @fundstrat Seeing new lows since the start of their $ETH treasury"  
[X Link](https://x.com/anyuser/status/2019434659386650816)  2026-02-05T15:35Z [----] followers, [----] engagements


"$HON - Honeywell https://x.com/MNTonX/status/1988994737421095365s=20 $HON - @honeywell Performing and holding-up pretty well IMO in the current tape this will be a safe haven name that is undervalued with at least 30% - 40% upside to catch-up with peer multiples as it heads into the 2H [----] aerospace spin-off https://t.co/OOm5Poxa0I https://x.com/MNTonX/status/1988994737421095365s=20 $HON - @honeywell Performing and holding-up pretty well IMO in the current tape this will be a safe haven name that is undervalued with at least 30% - 40% upside to catch-up with peer multiples as it heads into"  
[X Link](https://x.com/MNTonX/status/2019436797709938765)  2026-02-05T15:43Z [----] followers, [---] engagements


"$Q - Qnity Electronics https://x.com/MNTonX/status/1999186559354978351s=20 $Q - Qnity Electronics Buys in the $70s are looking nice after it's recovery to mid $80s My favorite semiconductor supply chain play. IMO given it's high single-digit growth rate and leading margins it should trade at a premium to closest peer $ENTG - Entegris Supplies https://t.co/8yI6ys3W8B https://x.com/MNTonX/status/1999186559354978351s=20 $Q - Qnity Electronics Buys in the $70s are looking nice after it's recovery to mid $80s My favorite semiconductor supply chain play. IMO given it's high single-digit growth rate"  
[X Link](https://x.com/anyuser/status/2019436799798734966)  2026-02-05T15:43Z [----] followers, [---] engagements


"$SOLS - Solstice Advanced Materials https://x.com/MNTonX/status/1985737764793430033s=20 $SOLS - Solstice Advanced Materials Had some bids fill around $42 this morning as I continue to build out my position Spin-off volatility and associated selling pressure is making the valuation even more compelling IMO Trading at trailing multiples of 1.83x revenue and 6.98x https://t.co/jA55QQW6qK https://x.com/MNTonX/status/1985737764793430033s=20 $SOLS - Solstice Advanced Materials Had some bids fill around $42 this morning as I continue to build out my position Spin-off volatility and associated"  
[X Link](https://x.com/anyuser/status/2019436801782608245)  2026-02-05T15:43Z [----] followers, [---] engagements


"$SOLS - Solstice Advanced Materials New all time highs again today on the back of a great Q4 [----] earnings report They also announced the initiation of a quarterly dividend and an expansion of their Metropolis Works uranium conversion facility. Up 70% since November $SOLS - Solstice Advanced Materials Had some bids fill around $42 this morning as I continue to build out my position Spin-off volatility and associated selling pressure is making the valuation even more compelling IMO Trading at trailing multiples of 1.83x revenue and 6.98x https://t.co/jA55QQW6qK $SOLS - Solstice Advanced"  
[X Link](https://x.com/anyuser/status/2021749550697132434)  2026-02-12T00:53Z [----] followers, [----] engagements


"$PL - @planet More Insider Buying: @Will4Planet Planet's Co-Founder & CEO acquires [-----] shares yesterday for an average price of $6.47/share Previous Insider Buys (in thread): @NiccoloDeMasi - [-----] @ $6.68 @kevinweil - [------] @ $6.00 $PL - @planet @kevinweil Planet's President of Product & Business acquires [------] shares yesterday for an average price of 6.00/share. These new holdings are in addition to [-------] RSUs. Very promising to see another insider buy at these levels https://t.co/kEJGVbfx31 https://t.co/F9ddMktN9t $PL - @planet @kevinweil Planet's President of Product & Business"  
[X Link](https://x.com/anyuser/status/1473979697595830276)  2021-12-23T11:31Z [----] followers, [--] engagements


"$PL - @planet After notable darkpool activity worth $37.39M and $1.37M of insider buys Planet regained a close above $7.00 on Thursday. IMO daily chart & indicators are looking better. RSI curling up from oversold & nearing a MACD cross. Would like to see the gap close soon"  
[X Link](https://x.com/anyuser/status/1475236806367096834)  2021-12-26T22:47Z [----] followers, [--] engagements


"$PL - @planet Planet filed their S-1 afterhours to register all shares from the #SPAC transaction. There are additional lock-ups in place for sponsor & insider shares; however the PIPE shares will be unlocked once effective. Average time is [--] weeks. https://www.sec.gov/ixdoc=/Archives/edgar/data/0001836833/000119312521368023/d267173ds1.htm#toc267173_8 https://www.sec.gov/ixdoc=/Archives/edgar/data/0001836833/000119312521368023/d267173ds1.htm#toc267173_8"  
[X Link](https://x.com/anyuser/status/1475956483586248705)  2021-12-28T22:27Z [----] followers, [--] engagements


"$PL - @planet I'm not familiar with all names and not the best breaking down the PIPE but initial glance seems like the PIPE was well constructed. Looks like CPP Blackrock and Koch alone make up 15.2M PIPE shares (60%). Also add Google & Marc Benioff's portion of the PIPE. $PL - @planet Planet filed their S-1 afterhours to register all shares from the #SPAC transaction. There are additional lock-ups in place for sponsor & insider shares; however the PIPE shares will be unlocked once effective. Average time is [--] weeks. https://t.co/g5NJQSQZBp https://t.co/npM7myW7Mu $PL - @planet Planet filed"  
[X Link](https://x.com/anyuser/status/1475960115928961024)  2021-12-28T22:41Z [----] followers, [--] engagements


"$PL - @planet Planet will be launching a new flock of SuperDove earth imaging satellites on SpaceX's upcoming Transporter-3 launch which is currently schedule for the week of January 10th"  
[X Link](https://x.com/anyuser/status/1476624478331453447)  2021-12-30T18:41Z [----] followers, [--] engagements


"$PL - @planet Planet To Present at the Needham Virtual Growth Conference on January 10th [----] at 2:00 PM ET Link to join live webcast: https://www.businesswire.com/news/home/20220104005327/en/Planet-To-Present-at-the-Needham-Virtual-Growth-Conference-on-January-10th-2022 https://wsw.com/webcast/needham116/plla/2240282 https://www.businesswire.com/news/home/20220104005327/en/Planet-To-Present-at-the-Needham-Virtual-Growth-Conference-on-January-10th-2022 https://wsw.com/webcast/needham116/plla/2240282"  
[X Link](https://x.com/anyuser/status/1478367953099837445)  2022-01-04T14:09Z [----] followers, [--] engagements


"$LCID - @LucidMotors Reminder - Lucid's lock-up for legacy investors prior to the SPAC merger will expire on January 19th. These investors represent over 70% of outstanding shares (1.19B shares). The PIF / Ayar alone owns 1.015B shares 13.3M of which were bought via the PIPE. $LCID - @LucidMotors #EVs The S-1 provides details related to the three separate lock-up agreements. Existing Lucid Shareholders: [---] Days ( Jan [--] 2022) Churchill Sponsor: [--] Months ( Jan [--] 2023) PIPE: The later of Sept [--] [----] & when registration becomes effective https://t.co/q2uM9NrxOE $LCID - @LucidMotors #EVs The"  
[X Link](https://x.com/anyuser/status/1479119786999107588)  2022-01-06T15:56Z [----] followers, [--] engagements


"$PL - @planet Weston Twigg of Piper Sandler initiates coverage on Planet with a Buy rating. Still waiting to find out the price target. Anyone have the report Weston is a 5-star analyst and ranked [--] out of [----] on TipRanks with a 79% success rate and 33.2% avg return $PL Piper Sandler initiates coverage at "buy" $PL Piper Sandler initiates coverage at "buy""  
[X Link](https://x.com/anyuser/status/1479208026468982785)  2022-01-06T21:47Z [----] followers, [--] engagements


"$PL - @planet Piper Sandler & Wedbush initiate coverage on Planet Piper Sandler: Overweight with $10 PT Wedbush: Outperform with $10 PT There are now six firms that have initiated coverage all assigning a buy/overweight/outperform rating. Average price target is now $14.00 $PL - @planet Also to note - After their Q3 2022FY ER on December 13th all four analysts covering Planet reiterated their prior guidance of Buy/Overweight with price targets of $15.00 - $17.00 The average price target of $16.00 represents over 120% upside from Thursday's close https://t.co/04dfcQiYtI $PL - @planet Also to"  
[X Link](https://x.com/anyuser/status/1479442122084339712)  2022-01-07T13:17Z [----] followers, [--] engagements


"$LCID - @LucidMotors Lucid is on an absolute tear today and outperforming nearly all other #EV companies. Interesting to see"  
[X Link](https://x.com/anyuser/status/1479509003646476290)  2022-01-07T17:43Z [----] followers, [--] engagements


"$PL - @planet Goldman Sachs analyst Noah Poponak initiates coverage on Planet Labs with a Buy rating and $11 PT This is the seventh firm to initiate coverage on Planet. All have given Buy/Overweight/Outperform ratings with price targets between $10 - $17 $PL - @planet Piper Sandler & Wedbush initiate coverage on Planet Piper Sandler: Overweight with $10 PT Wedbush: Outperform with $10 PT There are now six firms that have initiated coverage all assigning a buy/overweight/outperform rating. Average price target is now $14.00 https://t.co/xb97dU0za8 $PL - @planet Piper Sandler & Wedbush initiate"  
[X Link](https://x.com/anyuser/status/1481216011953131520)  2022-01-12T10:46Z [----] followers, [--] engagements


"$PL - @planet Planet is having a killer day off of the recent analyst coverage and up roughly 13% They will also be launching [--] SuperDove satellites on @SpaceX's Transporter [--] launch which is currently schedule for tomorrow at 10:25 AM $PL - @planet Goldman Sachs analyst Noah Poponak initiates coverage on Planet Labs with a Buy rating and $11 PT This is the seventh firm to initiate coverage on Planet. All have given Buy/Overweight/Outperform ratings with price targets between $10 - $17 $PL - @planet Goldman Sachs analyst Noah Poponak initiates coverage on Planet Labs with a Buy rating and"  
[X Link](https://x.com/anyuser/status/1481287884762193924)  2022-01-12T15:32Z [----] followers, [--] engagements


"$PL - @planet @CNBC mentions that Planet Labs CEO and Co-Founder @Will4Planet will be coming on for an interview later this morning"  
[X Link](https://x.com/anyuser/status/1481999053818847235)  2022-01-14T14:38Z [----] followers, [--] engagements


"$PL - @planet For those who may have missed it live here is @Will4Planet's full interview with CNBC this morning. Part [--] & [--] in the thread below. $PL - @planet @CNBC mentions that Planet Labs CEO and Co-Founder @Will4Planet will be coming on for an interview later this morning. https://t.co/6pxisgVZ36 $PL - @planet @CNBC mentions that Planet Labs CEO and Co-Founder @Will4Planet will be coming on for an interview later this morning. https://t.co/6pxisgVZ36"  
[X Link](https://x.com/anyuser/status/1482024985485004803)  2022-01-14T16:21Z [----] followers, [--] engagements


"$LCID - @LucidMotors Important to note - Due to a clause in the Founder / Sponsor share lock-up agreement an additional 51.75M shares held by Churchill Capital could be unlocked this week in addition to the 1.19B shares held by legacy / pre-SPAC investors. $LCID - @LucidMotors Reminder - Lucid's lock-up for legacy investors prior to the SPAC merger will expire on January 19th. These investors represent over 70% of outstanding shares (1.19B shares). The PIF / Ayar alone owns 1.015B shares 13.3M of which were bought via the PIPE. https://t.co/6OZvSU6Tf3 $LCID - @LucidMotors Reminder - Lucid's"  
[X Link](https://x.com/anyuser/status/1483541046533492742)  2022-01-18T20:45Z [----] followers, [--] engagements


"Opens portfolio this morning:"  
[X Link](https://x.com/anyuser/status/1485607607473737732)  2022-01-24T13:37Z [----] followers, [--] engagements


"$PL - @planet Needham analyst Ryan Koontz initiates coverage with Buy rating & $10.50 PT "Analyst is positive on the company as the leader in next-gen Earth Observation" This is 8th firm to initiate coverage on Planet. All giving Buy or equivalent rating with a $10 - $17 PT $PL - @planet Goldman Sachs analyst Noah Poponak initiates coverage on Planet Labs with a Buy rating and $11 PT This is the seventh firm to initiate coverage on Planet. All have given Buy/Overweight/Outperform ratings with price targets between $10 - $17 $PL - @planet Goldman Sachs analyst Noah Poponak initiates coverage"  
[X Link](https://x.com/anyuser/status/1486713459119034371)  2022-01-27T14:51Z [----] followers, [--] engagements


"$SOFI & $STEM are two of my favorite de-SPACs (amoung others). both now sitting in the $10s. This is a very rough market for both growth & de-SPACs and there is simply not much appetite for these type of companies at the moment. Pay attention to see if they hold support at $10"  
[X Link](https://x.com/anyuser/status/1487075863443259393)  2022-01-28T14:51Z [----] followers, [--] engagements


"$PL - @planet Forget the eight analysts with bullish coverage and price targets. Jim Cramer not liking Planet may be the most bullish thing we have going for us $PL: I looked at Planet Labs. I spent some time with the CEO and no. Its daily satellite imaging. Im not say its a gimmick Im just saying it doesnt have a big total addressable market in my take. LONG https://t.co/hJmvao7ITr $PL: I looked at Planet Labs. I spent some time with the CEO and no. Its daily satellite imaging. Im not say its a gimmick Im just saying it doesnt have a big total addressable market in my take. LONG"  
[X Link](https://x.com/anyuser/status/1488704283012960256)  2022-02-02T02:42Z [----] followers, [--] engagements


"$SOFI - @SoFi SoFi Completes Acquisition of Golden Pacific Bancorp Inc. With this transaction Golden Pacific Bank has been renamed SoFi Bank National Plans to Officially Launch SoFi Checking and Savings with up to 1.00% APY in the Coming Weeks https://www.businesswire.com/news/home/20220202005524/en/SoFi-Completes-Acquisition-of-Golden-Pacific-Bancorp-Inc https://www.businesswire.com/news/home/20220202005524/en/SoFi-Completes-Acquisition-of-Golden-Pacific-Bancorp-Inc"  
[X Link](https://x.com/anyuser/status/1488861160317329411)  2022-02-02T13:05Z [----] followers, [--] engagements


"$PL - @planet Another partnership announced by Planet Inzpire to incorporate Planet's daily data into their advanced training on border security imagery analysis disaster response etc. Inzpire is a preferred U.K. military whole force partner in all their operating areas Excited to share our partnership with @InzpireLimited to incorporate our daily data into their advanced training on border security imagery analysis disaster response and more. Together we aim to promote a more secure and transparent world. https://t.co/V41gbpWXx6 https://t.co/8jqF7JUPCK Excited to share our partnership with"  
[X Link](https://x.com/anyuser/status/1490701189343764482)  2022-02-07T14:57Z [----] followers, [--] engagements


"$SOFI - @SoFi SoFi to Buy Banking-Infrastructure Firm Technisys for About $1.1 Billion SoFi estimates that the acquisition will generate up to $800M in additional revenue through [----]. It will also create up to $85M in cost savings over the span. https://www.google.com/amp/s/www.wsj.com/amp/articles/sofi-to-buy-banking-infrastructure-firm-technisys-for-about-1-1-billion-11645524001 https://www.google.com/amp/s/www.wsj.com/amp/articles/sofi-to-buy-banking-infrastructure-firm-technisys-for-about-1-1-billion-11645524001"  
[X Link](https://x.com/anyuser/status/1496064978532589570)  2022-02-22T10:11Z [----] followers, [--] engagements


"$PL - @planet Planet & their CEO @Will4Planet got a quick shoutout on @CNBC for their role in providing satellite imagery of the Ukraine / Russia conflict"  
[X Link](https://x.com/anyuser/status/1496869655595470849)  2022-02-24T15:28Z [----] followers, [--] engagements


"$SOFI - @SoFi Since SoFi released their Q4/FY21 financial results on March [--] CEO @anthonynoto has bought roughly $600K in common stock in the open market totaling [-----] shares: 03/04 - [-----] @ $9.9639 03/07 - [-----] @ $9.7264 03/10 - [-----] @ $9.4424 03/11 - [-----] @ $8.9467"  
[X Link](https://x.com/anyuser/status/1503362491149127683)  2022-03-14T13:28Z [----] followers, [--] engagements


"$SOFI - @SoFi Galileo Financial Technologies a subsidiary of SoFi Technologies today announced its recent expansion into Colombia. https://www.businesswire.com/news/home/20220322005378/en/ https://www.businesswire.com/news/home/20220322005378/en/"  
[X Link](https://x.com/MNTonX/status/1506256368050880520)  2022-03-22T13:07Z [----] followers, [--] engagements


"$SOFI - @SoFi SoFi Launches No-Fee Cryptocurrency Purchases for Direct Deposit Members https://www.businesswire.com/news/home/20220322005499/en/SoFi-Launches-No-Fee-Cryptocurrency-Purchases-for-Direct-Deposit-Members https://www.businesswire.com/news/home/20220322005499/en/SoFi-Launches-No-Fee-Cryptocurrency-Purchases-for-Direct-Deposit-Members"  
[X Link](https://x.com/anyuser/status/1506256741876436993)  2022-03-22T13:09Z [----] followers, [---] engagements


"$GGPI / $PSNY - @PolestarCars Polestar filed their fourth F-4/A revision this morning. Still awaiting the definitive filing that sets the shareholder meeting date but based on average timelines it could be filed relatively soon. https://www.sec.gov/Archives/edgar/data/0001884082/000119312522085479/d239003df4a.htm https://www.sec.gov/Archives/edgar/data/0001884082/000119312522085479/d239003df4a.htm"  
[X Link](https://x.com/anyuser/status/1508438716657844233)  2022-03-28T13:39Z [----] followers, [--] engagements


"$SOFI - @SoFi @GalileoFintech and $MA @Mastercard form a multi-year strategic alliance focused on accelerating digital transformation and improve access to financial opportunities for unbanked and underserved segments in Latin America and the Caribbean. https://www.prnewswire.com/news-releases/galileo-financial-technologies-y-mastercard-fortalecen-su-alianza-en-america-latina-y-el-caribe-874262001.html https://www.prnewswire.com/news-releases/galileo-financial-technologies-y-mastercard-fortalecen-su-alianza-en-america-latina-y-el-caribe-874262001.html"  
[X Link](https://x.com/anyuser/status/1521880315115065344)  2022-05-04T15:51Z [----] followers, [---] engagements


"$LCID - @LucidMotors Lucid Announces Q1 [----] Results Revenue = $57.7M Net Loss = ($81.3M) Adj EBITDA = ($383.8M) Cash = $5.4B Deliveries = [---] Reservations = 30K Reaffirms [----] volume production outlook of [-----] to [-----] vehicles https://www.prnewswire.com/news-releases/lucid-reports-first-quarter-2022-financial-results-301541246.html https://www.prnewswire.com/news-releases/lucid-reports-first-quarter-2022-financial-results-301541246.html"  
[X Link](https://x.com/anyuser/status/1522312122709037059)  2022-05-05T20:27Z [----] followers, [--] engagements


"$SOFI - @SoFi SoFi CEO @anthonynoto purchases [-----] shares of common stock on the open market for a weighted average price of $6.50 https://www.sec.gov/Archives/edgar/data/0001818874/000110465922060270/xslF345X03/tm2215593-1_4seq1.xml https://www.sec.gov/Archives/edgar/data/0001818874/000110465922060270/xslF345X03/tm2215593-1_4seq1.xml"  
[X Link](https://x.com/anyuser/status/1525203178463150086)  2022-05-13T19:55Z [----] followers, [---] engagements


"Updated look at the valuations for four of the popular #EV companies: $TSLA - @Tesla $RIVN - @Rivian $LCID - @LucidMotors $GGPI / $PSNY - @PolestarCars"  
[X Link](https://x.com/anyuser/status/1529912923136610316)  2022-05-26T19:50Z [----] followers, [--] engagements


"$GGPI / $PSNY - @PolestarCars IMO currently interesting for a trade at $10.05 with only 0.50% downside to NAV. Could potentially see some action heading into the merger vote on June [--] NOTE - The redemption deadline is June [--] @ 5:00 PM ET which is when NAV protection expires"  
[X Link](https://x.com/anyuser/status/1532770293084786688)  2022-06-03T17:04Z [----] followers, [--] engagements


"$SOFI - @SoFi SoFi Releases Q2 [----] Financial Results Revenue = $363M Net Income/Loss = ($96M) Adj EBITDA = $20M Cash & Equivalents = $707M Raises Full Year [----] Guidance: Revenue between $1.508B - $1.513B Adj EBITDA between $104M - $109M https://www.businesswire.com/news/home/20220802005987/en/SoFi-Technologies-Inc.-Reports-Second-Quarter-2022-Results https://www.businesswire.com/news/home/20220802005987/en/SoFi-Technologies-Inc.-Reports-Second-Quarter-2022-Results"  
[X Link](https://x.com/anyuser/status/1554560410191335426)  2022-08-02T20:10Z [----] followers, [--] engagements


"@GS_CapSF @eliant_capital COGS is up 59% YoY though. don't you think the majority of the items you mentioned would have a much higher impact in COGS rather than OPEX Still overvalued Sure could absolutely make that argument. but accounting fraud isn't too likely"  
[X Link](https://x.com/anyuser/status/1582837818136854530)  2022-10-19T20:55Z [----] followers, [--] engagements


"AI is going to continue to be a key theme for the foreseeable future as shown this morning with $SFTBY - @SoftBank committing $100 Billion towards AI investments in the U.S. Huge tailwinds for this sector and love $NBIS - @nebiusai as an AI infrastructure play. I haven't been as active on here lately but a few weeks ago saw some posts from @OddDiligence and @CorneliaLake about $NBIS - @nebiusai that got my attention then their recent $700M founding round with $NVDA - @nvidia really sparked my interest. Like this company into [----] https://t.co/ApQYJ2vgy8 I haven't been as active on here lately"  
[X Link](https://x.com/anyuser/status/1868708049009230277)  2024-12-16T17:21Z [----] followers, [----] engagements


"$NBIS - @nebiusai starting off [----] strong up 5.5% so far this morning after a recent pull-back and re-test of it's breakout in early December. Key name for me in 1H [----] as the AI theme continues. Nebius also has a lot of upcoming catalysts including CoreWeave's IPO. AI is going to continue to be a key theme for the foreseeable future as shown this morning with $SFTBY - @SoftBank committing $100 Billion towards AI investments in the U.S. Huge tailwinds for this sector and love $NBIS - @nebiusai as an AI infrastructure play. AI is going to continue to be a key theme for the foreseeable future"  
[X Link](https://x.com/MNTonX/status/1874832969921417621)  2025-01-02T14:59Z [----] followers, 12.9K engagements


"Well the Trevor Milton pardon is starting to make a bit more sense. $NKLA $NKLAQ @InvestorsLive Yes its true: Trevor Milton was represented by Brad Bondi whose sister Pam Bondi is the US Attorney General as of March [--] [----]. Evidence also confirms President Trump pardoned Milton on the same date per recent news and official statements. @InvestorsLive Yes its true: Trevor Milton was represented by Brad Bondi whose sister Pam Bondi is the US Attorney General as of March [--] [----]. Evidence also confirms President Trump pardoned Milton on the same date per recent news and official statements"  
[X Link](https://x.com/MNTonX/status/1905426390981157197)  2025-03-28T01:07Z [----] followers, 27.8K engagements


"$FIG - @figma Figma's impressive metrics stand out among SaaS companies. Very much looking forward to next week's IPO and have requested an allocation. With a hot IPO market and solid fundamentals I'm anticipating a pretty strong trading debut next week"  
[X Link](https://x.com/anyuser/status/1947664714080600237)  2025-07-22T14:27Z [----] followers, 25.3K engagements


"$FIG - @figma Figma updates expected IPO price range to $30 - $32 / share Bloomberg also reporting that the IPO is 30x oversubscribed Will stop taking orders at Noon tomorrow $FIG - @figma Figma's impressive metrics stand out among SaaS companies. Very much looking forward to next week's IPO and have requested an allocation. With a hot IPO market and solid fundamentals I'm anticipating a pretty strong trading debut next week. https://t.co/eTHcARwbA1 $FIG - @figma Figma's impressive metrics stand out among SaaS companies. Very much looking forward to next week's IPO and have requested an"  
[X Link](https://x.com/MNTonX/status/1949885424211792068)  2025-07-28T17:31Z [----] followers, 35.6K engagements


"$SBET - @sharplink Adds [-----] $ETH and now holds a total of [------] worth $1.9B NAV / Share grows to $13.43 based on ETH Concentration of [----] Currently trading at a 1.47x mNAV NEW: SharpLink now holds [------] ETH Between July [--] August [--] SharpLink acquired [-----] ETH for $264.5M at an average price of $3634 ETH-per-share (ETH Concentration) is now [----] up from [----] last week and has increased 83% since we began the strategy on June 2nd 100% https://t.co/X1MFXFDj37 NEW: SharpLink now holds [------] ETH Between July [--] August [--] SharpLink acquired [-----] ETH for $264.5M at an average price of $3634"  
[X Link](https://x.com/anyuser/status/1952703897031540962)  2025-08-05T12:11Z [----] followers, 25.5K engagements


"$SBET - @sharplink A little theoretical modeling for the rest of August. If $ETH happens to trade sideways and consolidate the rest of the month around $3600 and $SBET's volume remains consistent with ATM issuance around 13.5M shares / week then could potentially be looking at a treasury with over [------] $ETH heading into September (over 50% growth in holdings). NAV / Share would grow to $14.97 (+13.6%) This would also rely on $SBET continuing to trade around a 1.42x mNAV average for the month Obviously a lot of factors in play here but doesn't seem too far fetched Disclaimer - currently long"  
[X Link](https://x.com/anyuser/status/1952798333572956240)  2025-08-05T18:26Z [----] followers, [----] engagements


"$SBET - @sharplink $200M at $19.50 a share to buy more $ETH via a direct offering led by four global institutional investors which helps mitigate your typical ATM selling pressure in the open market NEW: SharpLink raises $200M in a direct offering led by four global institutional investors at $19.50/share This capital will be used to expand our Ethereum treasury expected to surpass $2B upon full deployment At SharpLink our mission is simple: Accumulate ETH. Stake ETH. https://t.co/ABv7CH9Cqt NEW: SharpLink raises $200M in a direct offering led by four global institutional investors at"  
[X Link](https://x.com/anyuser/status/1953430380226216188)  2025-08-07T12:17Z [----] followers, [----] engagements


"$SBET - @sharplink Big fundraising effort over the last week by this team with a new $400M Direct Offering announced this morning at $21.76 / share Some back of the napkin math to estimate current mNAV ahead of their official Tuesday treasury update: Adds [-----] $ETH and now holds a total of [------] worth $2.5B Estimated outstanding shares grew to [---------] based on [--------] new shares from ATM and Direct Offerings Has $600M in treasury cash for more $ETH purchases Total NAV now estimated to be $3.1B with NAV / share growing to $16.51 Currently trading at an estimated 1.45x mNAV $SBET -"  
[X Link](https://x.com/anyuser/status/1954896172708983006)  2025-08-11T13:22Z [----] followers, 31.4K engagements


"$BMNR - @BitMNR @fundstrat They also provided an updated share count in their amended ATM prospectus and now have a total of [---------] shares outstanding as of 08/11/25 So their NAV / Share is at $28.57 and are currently trading at a 1.89x mNAV in premarket $BMNR - @BitMNR Bitmine upsizes their previous ATM by $20.0B which puts their total ATM size at $24.5B They only had $723 left in their original $4.5B ATM @fundstrat can now buy A LOT more $ETH https://t.co/iLcAlcpLyJ $BMNR - @BitMNR Bitmine upsizes their previous ATM by $20.0B which puts their total ATM size at $24.5B They only had $723"  
[X Link](https://x.com/MNTonX/status/1955243701359280368)  2025-08-12T12:23Z [----] followers, 19.9K engagements


"$SBET - @sharplink Didn't get the typical Tuesday treasury update (yet) but they did provide an updated share count in the 424B5 filed this morning They will have a fully diluted share count of [---------] shares after the $400M direct offering closes Total $ETH holdings at [------] worth $2.65B Total treasury cash of $590M Total NAV at $3.24B bringing NAV / Share to $18.31 Currently trading at a 1.28x mNAV $SBET - @sharplink Big fundraising effort over the last week by this team with a new $400M Direct Offering announced this morning at $21.76 / share Some back of the napkin math to estimate"  
[X Link](https://x.com/MNTonX/status/1955261790058930550)  2025-08-12T13:35Z [----] followers, 48.5K engagements


"$SBET - @sharplink Sharplink provided a treasury update in their Q2 financial results released this morning: Total $ETH holdings grew to [------] worth $3.3B Likely deployed all treasury cash from direct offerings but any additional ATM cash raises not stated Total outstanding shares of [---------] based on a [----] ETH concentration metric Total NAV at $3.38B and NAV / Share at $18.31 Currently trading at a 1.26x mNAV Great execution by @ethereumJoseph and @joechalom $SBET - @sharplink Didn't get the typical Tuesday treasury update (yet) but they did provide an updated share count in the 424B5"  
[X Link](https://x.com/anyuser/status/1956327368169009544)  2025-08-15T12:09Z [----] followers, 50.2K engagements


"$BMNR - @BitMNR @fundstrat Announces that they now hold [-------] $ETH in their treasury which is currently worth $6.55B They didn't provide an updated share count but based on ETH's volume-weighted avg price of $4477 last week the additional [------] ETH likely cost around $1.67B BMNR's volume-weighted avg price last week was $61.22 so new ATM sells may have been around [--------] shares to buy the additional ETH Based on the above estimated outstanding shares sit at [---------] with a NAV / Share of $32.62 Currently trading at an estimated mNAV of 1.64x $BMNR - @BitMNR @fundstrat They also provided"  
[X Link](https://x.com/MNTonX/status/1957447433115304150)  2025-08-18T14:20Z [----] followers, 41.6K engagements


"$SBET - @sharplink Sharplink announced that they added an additional [-----] ETH since their Q2 ER on Friday Total $ETH holdings now at [------] worth $3.19B Has $84M of treasury cash ready to deploy Total outstanding shares of [---------] based on a [----] ETH concentration metric Total NAV at $3.27B and NAV / Share at $17.08 Currently trading at a 1.17x mNAV $SBET - @sharplink Sharplink provided a treasury update in their Q2 financial results released this morning: Total $ETH holdings grew to [------] worth $3.3B Likely deployed all treasury cash from direct offerings but any additional ATM cash"  
[X Link](https://x.com/anyuser/status/1957779926670598488)  2025-08-19T12:21Z [----] followers, 26.7K engagements


"Recent weakness in $ETH continues to weigh on the treasury companies and mNAVs continue to fall: $BMNR - 1.61x $SBET - 1.12x As mNAVs get closer to 1.0x it becomes increasingly more difficult to use ATMs for accretive ETH purchases. Treasuries will either need to wait for ETH to push back towards all time highs and renewed interest to increase the multiple treasuries are getting or explore other capital raising options like convertible notes or preferred shares BMNR still trades at a large enough premium to continue with their ATM but will need to remain cautious that they also don't fall to"  
[X Link](https://x.com/MNTonX/status/1957806624342716868)  2025-08-19T14:07Z [----] followers, [----] engagements


"Multiple compression continues even after $ETH bounces from recent lows. Market seems skeptical of which direction it's heading in the near-term especially with September historically having poor performance $BMNR - mNAV @ 1.50x $SBET - mNAV @ 1.07x Recent weakness in $ETH continues to weigh on the treasury companies and mNAVs continue to fall: $BMNR - 1.61x $SBET - 1.12x As mNAVs get closer to 1.0x it becomes increasingly more difficult to use ATMs for accretive ETH purchases. Treasuries will either need to wait for https://t.co/NakfJD2cV9 Recent weakness in $ETH continues to weigh on the"  
[X Link](https://x.com/MNTonX/status/1958623658936512882)  2025-08-21T20:14Z [----] followers, 22.8K engagements


"$SBET - @sharplink Sharplink announces a $1.5B stock buyback program. Will provide flexibility for periods where the stock may trade at or below NAV and allow for accretive re-purchases of shares Multiple compression continues even after $ETH bounces from recent lows. Market seems skeptical of which direction it's heading in the near-term especially with September historically having poor performance $BMNR - mNAV @ 1.50x $SBET - mNAV @ 1.07x https://t.co/UA8LyYZ4zi Multiple compression continues even after $ETH bounces from recent lows. Market seems skeptical of which direction it's heading"  
[X Link](https://x.com/MNTonX/status/1958862939215065100)  2025-08-22T12:04Z [----] followers, 13.3K engagements


"$ETH with nearly a 9% move after Powell's opening comments at Jackson Hole which suggested a shift in policy with rate cuts on the near-term horizon DATs are also having a huge day; however multiples have not actually moved much: $BMNR - mNAV @ 1.53x $SBET - mNAV @ 1.08x If it starts to look like ETH is on the verge of breaking all time highs soon that may re-ignite interest in the treasuries and allow for some additional multiple expansion. IMO SBET has the most room for growth but BMNR also has shown that it can easily obtain over a 2x mNAV If ETH's momentum does in fact continue into the"  
[X Link](https://x.com/MNTonX/status/1958916207522062355)  2025-08-22T15:36Z [----] followers, 21K engagements


"$BMNR - @BitMNR @fundstrat Bitmine added an additional [------] $ETH to their treasury and now hold a total of [-------] ETH worth $7.88B They also have $562M in treasury cash ready to deploy which brings their total NAV to $8.44B They didn't provide an updated share count but based on ETH's volume-weighted avg price of $4599 last week the additional [------] ETH likely cost around $876M BMNR's volume-weighted avg price last week was $52.60 so new ATM sells may have been around [--------] shares for both the additional ETH purchases and treasury cash Based on the above estimated outstanding shares"  
[X Link](https://x.com/MNTonX/status/1959950902271283540)  2025-08-25T12:08Z [----] followers, 30K engagements


"$BMNR - @BitMNR @fundstrat Correction to the below - In an updated press release Bitmine provided a fully diluted share count which currently stands at [---------] shares This puts NAV / Share at $38.63 and they are currently trading at a 1.37x mNAV My estimated outstanding share calculations based on VWAPs for the past two weeks was overstated by 6.6M shares $BMNR - @BitMNR @fundstrat Bitmine added an additional [------] $ETH to their treasury and now hold a total of [-------] ETH worth $7.88B They also have $562M in treasury cash ready to deploy which brings their total NAV to $8.44B They didn't"  
[X Link](https://x.com/MNTonX/status/1959984829967085586)  2025-08-25T14:22Z [----] followers, 18.6K engagements


"$SBET - @sharplink Sharplink added an additional [-----] $ETH to their treasury and now hold a total of [------] ETH worth $3.52B Also has $200M in treasury cash ready to deploy which brings their total NAV to $3.72B Total outstanding shares of [---------] based on a [----] ETH concentration metric; however ETH concentration on a cash-converted basis exceeds [----] NAV / Share at $17.71 and currently trading at a 1.08x mNAV $SBET - @sharplink Sharplink announced that they added an additional [-----] ETH since their Q2 ER on Friday Total $ETH holdings now at [------] worth $3.19B Has $84M of treasury cash"  
[X Link](https://x.com/MNTonX/status/1960313707772211233)  2025-08-26T12:09Z [----] followers, 13.6K engagements


"$BMNR - @BitMNR @fundstrat I haven't been able to locate the PIPE lock-up agreement and terms myself; however @DJohnson_CPA is a pretty reliable source Today's price action and relative weakness may have been related to the remaining 50% PIPE unlock of 27.78M shares The PIPE was registered on July 28th so today would have been [--] days post registration If that's the case it's possible that this proves to be a great buying opportunity similar to the initial unlock in late July. currently trading at a 1.21x mNAV after hours @MagaDuder Its like 55.56M shares half unlock when pipe share filing is"  
[X Link](https://x.com/MNTonX/status/1960838746372296832)  2025-08-27T22:56Z [----] followers, 22.9K engagements


"$BMNR - @BitMNR @fundstrat Since last Monday's update Bitmine added an additional [------] $ETH to their treasury and now hold a total of [-------] ETH worth $8.08B They also have $635M in treasury cash ready to deploy which brings their total NAV to $8.72B They didn't provide an updated share count but based on average ETH VWAPs of $4523 for 8/25/25 - 8/27/25 and $4418 for 8/28/25 - 08/31/25 the additional [------] ETH likely cost around $685M BMNR's average VWAP for 8/25/25 - 8/27/25 was $49.26 and 8/28/25 - 8/29/25 was $45.34 so new ATM sells may have been around [--------] shares for both the"  
[X Link](https://x.com/MNTonX/status/1962857773491794251)  2025-09-02T12:38Z [----] followers, 16.9K engagements


"The best thing @fundstrat could pull-off with his new $FCRS / $FCRSU SPAC would be taking a humanoid robotics company public. likely wishful thinking but retail investors have been dying for one of these to IPO @Figure_robot @TheSanctuaryAI @Apptronik @agilityrobotics @BostonDynamics @UnitreeRobotics @1x_tech https://twitter.com/i/web/status/1964734309912269016 https://twitter.com/i/web/status/1964734309912269016"  
[X Link](https://x.com/MNTonX/status/1964734309912269016)  2025-09-07T16:55Z [----] followers, [----] engagements


"@randadtrade Yeah Im not sure how or why youre seeing that price. SOLS didnt exist until 10/20/2025. Parent company HON traded near there on that date but dont see that exact print either"  
[X Link](https://x.com/MNTonX/status/1991511424687120611)  2025-11-20T14:18Z [----] followers, [--] engagements


"$CLII ➡ $EVGO - @evgonetwork begins trading under their new ticker today after completing their #SPAC merger. Meet EVgo Americas largest public fast charging network. With 800+ locations in [--] metropolitan areas in [--] states more than [------] customers rely on our 100% renewable charging to keep them charged up and ready to go. EVgo #EVgoIPO #EVgo #ElectricVehicles #EV #ElectricCars https://t.co/RVH2rSfYdx Meet EVgo Americas largest public fast charging network. With 800+ locations in [--] metropolitan areas in [--] states more than [------] customers rely on our 100% renewable charging to keep them"  
[X Link](https://x.com/MNTonX/status/1410960876413276160)  2021-07-02T13:57Z [----] followers, [--] engagements


"$PTRA - @Proterra_Inc hasn't seen these prices since announcing their #SPAC merger back on January 12th. A lot of selling pressure from share registration and looks like the gap in the mid $12s where $ACTC was trading the day prior to the merger announcement is being filled. $PTRA - @Proterra_Inc #EVs Just took a bite of some shares at $13.35 and also have some existing July 16th long puts that if assigned will take my average to $13.75 Looking for this to be a decent swing play over the next few weeks https://t.co/JCsrMjR9bU $PTRA - @Proterra_Inc #EVs Just took a bite of some shares at"  
[X Link](https://x.com/MNTonX/status/1415339833292099584)  2021-07-14T15:58Z [----] followers, [--] engagements


"$PLBY - @Playboy PLBY Group Reports Third Quarter [----] Financial Results Revenue = $58.4M Net Loss = ($7.7M) Adj EBITDA = $5.2M https://www.plbygroup.com/news-releases/news-release-details/plby-group-reports-third-quarter-2021-financial-results Another busy day with [--] de-SPAC Q3 earning releases. Some already out this morning in pre-market. $BFLY $BMTX $BODY $DM $DNMR $FREY $GOEV $IONQ $LCID $LFG $MVST $NRDY $PLBY $RKLB $SEAT $SMFR $WE $ZEV & OTHERS Check out a comprehensive ER schedule at: https://t.co/M8gSvQeTbY https://t.co/qrDOJv0sbw"  
[X Link](https://x.com/MNTonX/status/1460358856895303681)  2021-11-15T21:27Z [----] followers, [--] engagements


"$SPY $QQQ $IXIC $IWM $DJI"  
[X Link](https://x.com/MNTonX/status/1472661829142917123)  2021-12-19T20:15Z [----] followers, [--] engagements


"$PLBY - @Playboy PLBY Group Announces Strategic Hires and Restructures to Scale for Growth https://www.globenewswire.com/news-release/2022/01/11/2364687/0/en/PLBY-Group-Announces-Strategic-Hires-and-Restructures-to-Scale-for-Growth.html https://www.globenewswire.com/news-release/2022/01/11/2364687/0/en/PLBY-Group-Announces-Strategic-Hires-and-Restructures-to-Scale-for-Growth.html"  
[X Link](https://x.com/MNTonX/status/1480876899131961347)  2022-01-11T12:19Z [----] followers, [--] engagements


"$GGPI / $PSNY - @PolestarCars Polestar and Gores Guggenheim Inc. Announce Closing of Business Combination. Final redemption numbers come in at roughly 20% (16M shares) which would leave 64M shares remaining in the float. Ticker change tomorrow. https://www.businesswire.com/news/home/20220623005669/en/Polestar-and-Gores-Guggenheim-Inc.-Announce-Closing-of-Business-Combination https://www.businesswire.com/news/home/20220623005669/en/Polestar-and-Gores-Guggenheim-Inc.-Announce-Closing-of-Business-Combination"  
[X Link](https://x.com/MNTonX/status/1539978644201869312)  2022-06-23T14:28Z [----] followers, [--] engagements


"$PTRA - @Proterra_Inc Proterra will be delisted as of open on August [--] [----] and the common stock will begin trading on the OTC market as $PTRAQ. $PTRA - @Proterra_Inc Proterra's chapter [--] announcement afterhours is unfortunate but writing was on the wall since earlier this year. Another capital raise was critical. The business was also not viable financially with the current gross margins. https://t.co/itj4sfiCpW https://t.co/8iPJwXOBN3 $PTRA - @Proterra_Inc Proterra's chapter [--] announcement afterhours is unfortunate but writing was on the wall since earlier this year. Another capital"  
[X Link](https://x.com/MNTonX/status/1689034977189502977)  2023-08-08T22:04Z [----] followers, [----] engagements


"$SOFI - @SoFi All eyes on SoFi's earning release Monday morning Full year [----] guidance will be important especially after the stock's recent performance Analyst [----] Expectations: Revenue = $3046M EBITDA = $943.5M GAAP Net Income = $344.7M GAAP EPS = $0.29 https://twitter.com/i/web/status/1882864261346603506 https://twitter.com/i/web/status/1882864261346603506"  
[X Link](https://x.com/MNTonX/status/1882864261346603506)  2025-01-24T18:53Z [----] followers, [----] engagements


"@APompliano @1x_tech Would be a great acquisition target for your SPAC $PCAP"  
[X Link](https://x.com/MNTonX/status/1943376896781357565)  2025-07-10T18:28Z [----] followers, [---] engagements


"$FGF / $FGNX - @FGFundamental So interesting situation / dynamics to consider and pay attention to for this new $ETH treasury company 🔹Announces a $200M PIPE on July 30th to initially fund the launch of their treasury which was priced at $5.00 / share (40M shares). The PIPE transaction closed on August 5th. Company will rebrand to FG Nexus Inc with a ticker symbol change to $FGNX 🔹Currently only has [-------] shares outstanding so PIPE will add significant dilution (31x in shares outstanding) 🔹Legacy business assets and holdings being transferred to a CVR trust with rights distributed to"  
[X Link](https://x.com/MNTonX/status/1953640997407048085)  2025-08-08T02:14Z [----] followers, [----] engagements


"$AEXA - @chamath re-enters the SPAC arena. American Exceptionalism Acquisition Corp. A S-1 just filed. @chamath is the Chairman of the Board of Directors 👀 American Exceptionalism Acquisition Corp. A S-1 just filed. @chamath is the Chairman of the Board of Directors 👀"  
[X Link](https://x.com/MNTonX/status/1957552600825336315)  2025-08-18T21:18Z [----] followers, [----] engagements


"$GSRT ➡ $NKLR - Terra Innovatum officially goes public with the SPAC changing tickers after closing the business combination Hit a low-volume high of $19.94 in the very early morning hours Will be interesting to see how this one trades given the attention on SMR stocks $OKLO $SMR $NNE $HOND https://twitter.com/i/web/status/1976635886386196611 https://twitter.com/i/web/status/1976635886386196611"  
[X Link](https://x.com/MNTonX/status/1976635886386196611)  2025-10-10T13:08Z [----] followers, [----] engagements


"$BETA - BETA Technologies Last week BETA Technologies set an initial $27 - $33 price range for their upcoming IPO which is currently expected to price on November 3rd. At the top-end of the range they could raise as much as $825M and be valued at $7.2B Will be an interesting addition to the eVTOL sector $JOBY $ACHR $BETA - BETA Technologies filed an S-1 this morning to go public on the @NYSE They have [---] firm orders for their electric CTOL aircraft with options for an additional [---] units and [---] firm orders for their electric VTOL aircraft with options for an additional [---] units They"  
[X Link](https://x.com/MNTonX/status/1980641771701838122)  2025-10-21T14:26Z [----] followers, [----] engagements


"$SOLS - Solstice Advanced Materials Ahead of regular trading on October 30th the company was initiated with an Outperform rating and $70 price target by BMO Capital BMO Capital analyst John McNulty says Solstices split from $HON - Honeywell gives materials investors the opportunity to buy a high-quality stable growth company. Solstice has industry-leading positions across a diverse portfolio. $SOLS - Solstice Advanced Materials The company began trading today on a "when-issued" basis under $SOLSV and is indicating a $48.40 share price as of market close. Will begin "regular-way" trading under"  
[X Link](https://x.com/MNTonX/status/1980657667384156163)  2025-10-21T15:29Z [----] followers, [----] engagements


"Another interesting and upcoming spin-off that I came across will be $DD - DuPont's separation of their Electronics business into a new independent public company: $Q - Qnity Electronics A mature pure-play technology leader with stable growth in the semiconductor industry. Guiding for [----] revenues of $4.6B with $1.4B in EBITDA (30% margins) and $600M of Adj FCF. Expects 6% - 7% annualized organic revenue CAGR through [----] They have a global manufacturing network with local-for-local operating models that provide supply chain flexibility which will compliment U.S. semiconductor supply chain"  
[X Link](https://x.com/MNTonX/status/1980692883167486417)  2025-10-21T17:49Z [----] followers, [----] engagements


"$SOLS - Solstice Advanced Materials Now officially trading as a new independent public company after it's spin-off from $HON - Honeywell A profitable advanced materials leader with stable growth solid margins and advantageous secular tailwinds Currently valued cheaper than peers at 2.17x revenue and 8.30x EBITDA Exposure to three prominent themes: [--]. Nuclear Power -- Solstice owns and operates the only domestic uranium hexafluoride (UF6) conversion facility which already generates over $400M in revenue with a $2B order backlog. UF6 conversion is a critical and indispensable step in the"  
[X Link](https://x.com/MNTonX/status/1983858265512349898)  2025-10-30T11:27Z [----] followers, 23.2K engagements


"$Q - Qnity Electronics Completes their spin-off from $DD - DuPont and begins trading as a new independent electronic materials company serving the semiconductor supply chain Mature business with high single-digit growth solid margins and advantageous secular tailwinds Currently valued pretty much in-line with their closest peer (Entegris Inc - $ENTG) and trading around 4.33x revenue and 14.21x EBITDA Their blue-chip customer base of industry leaders (TSMC - $TSM Nvidia - $NVDA Micron - $MU Microsoft - $MSFT Google - $GOOGL Raytheon - $RX Boeing - $BA Toyota - $TM Intel - $INTC etc.) and"  
[X Link](https://x.com/MNTonX/status/1985343190644220202)  2025-11-03T13:47Z [----] followers, [----] engagements


"$SOLS - Solstice Advanced Materials Flirting with the $50 level today after some nice post-spin consolidation in the $40s. chart looks very constructive and valuation still has a lot of room for upside IMO Nuclear Semiconductor Supply Chain and Data Center Infrastructure $ESI $ENTG $APD $Q $LEU $DD $SOLS - Solstice Advanced Materials Continuing to build out a base here in the mid-$40s Nice to see how well it's holding up given the current market sentiment. IMO it's likely due to how cheap of a valuation it's currently trading at (1.96x Revenue and 7.5x EBITDA) https://t.co/o8U9vWUjXG $SOLS -"  
[X Link](https://x.com/anyuser/status/1999184446096876012)  2025-12-11T18:28Z [----] followers, [----] engagements


"$Q - Qnity Electronics Buys in the $70s are looking nice after it's recovery to mid $80s My favorite semiconductor supply chain play. IMO given it's high single-digit growth rate and leading margins it should trade at a premium to closest peer $ENTG - Entegris Supplies semiconductor materials across the entire value chain (chip fabrication advanced packaging PCB building and assembly / display) for leading blue chip companies like TSMC - $TSM Nvidia - $NVDA Micron - $MU Microsoft - $MSFT Google - $GOOGL Raytheon - $RX Boeing - $BA Toyota - $TM Intel - $INTC etc. $Q - Qnity Electronics Had"  
[X Link](https://x.com/anyuser/status/1999186559354978351)  2025-12-11T18:36Z [----] followers, [----] engagements


"Yesterday higher beta small and mid caps led the market higher. but those a getting a breather today with large cap tech and industrials leading the market higher; however volume is lower and breadth has narrowed a bit. $SPY is now about 0.3% away from testing all time highs again. Breaking through $690 and forming solid support there will be what I'd like to see and give me confidence for re-positioning. If we don't see a definitive break to the upside with solid support at that level then I'd expect to see a lot more sideways chop and support below at the [--] & [--] EMAs will need to be closely"  
[X Link](https://x.com/MNTonX/status/2003545454051512427)  2025-12-23T19:17Z [----] followers, [----] engagements


"Recently subscribed to @GeminiApp PRO to help with market and individual stock research. hands down best AI experience Ive had yet especially given the ability to use it directly in Google Sheets. It makes compiling and analyzing data extremely easy. Very impressive $GOOGL"  
[X Link](https://x.com/MNTonX/status/2005339753429057575)  2025-12-28T18:07Z [----] followers, [---] engagements


"$Q - Qnity Electronics Great action after the $70s re-test and move back into the mid-to-high $80s Semiconductor names are hot right now and leading the market higher $SMH $Q - Qnity Electronics Buys in the $70s are looking nice after it's recovery to mid $80s My favorite semiconductor supply chain play. IMO given it's high single-digit growth rate and leading margins it should trade at a premium to closest peer $ENTG - Entegris Supplies https://t.co/8yI6ys3W8B $Q - Qnity Electronics Buys in the $70s are looking nice after it's recovery to mid $80s My favorite semiconductor supply chain play."  
[X Link](https://x.com/MNTonX/status/2008551499778199921)  2026-01-06T14:49Z [----] followers, [---] engagements


"$SPY got the follow through into the end of the week. Re-tested the daily [--] EMA on Thursday and bounced then set a new all time closing high on Friday Would like to see the ATH that was set into October at $687.87 turn into a solid support level Really liking the look of the chart and becoming confident in the trend; however this can change quickly if price action falls apart. Also remaining cognizant of the potential volatile action that could be ahead I would also like to see $QQQ participate more and retake it's ATH at $636.19 which would really compliment the breadth we've seen elsewhere."  
[X Link](https://x.com/MNTonX/status/2010098002720149745)  2026-01-10T21:14Z [----] followers, [---] engagements


"$Q - Qnity Electronics Now back into the $90s after Friday's close at $90.31 Based on their superior growth rate my opinion is still that this name should trade at a premium to $ENTG - Entegris $Q - Qnity Electronics Buys in the $70s are looking nice after it's recovery to mid $80s My favorite semiconductor supply chain play. IMO given it's high single-digit growth rate and leading margins it should trade at a premium to closest peer $ENTG - Entegris Supplies https://t.co/8yI6ys3W8B $Q - Qnity Electronics Buys in the $70s are looking nice after it's recovery to mid $80s My favorite"  
[X Link](https://x.com/anyuser/status/2010101059151180214)  2026-01-10T21:26Z [----] followers, [----] engagements


"$META - @Meta Today @finkd announced Meta Compute -- a new AI computing initiative involving the build out of tens of gigawatts of infrastructure this decade and hundreds or more over time This morning Meta also announced that Dina McCormick is joining as President and Vice-Chairman. Will help oversee Meta's massive infrastructure investments and ensure they execute against the company's goals and drive positive economic impact. She will also drive efforts to build new strategic capital partnerships and find innovative ways to expand long-term investment capacity Over the last few months"  
[X Link](https://x.com/anyuser/status/2010797034698391993)  2026-01-12T19:32Z [----] followers, [---] engagements


"$META - @Meta Plans to cut around 10% of employees in Reality Labs business $META - @Meta Today @finkd announced Meta Compute -- a new AI computing initiative involving the build out of tens of gigawatts of infrastructure this decade and hundreds or more over time This morning Meta also announced that Dina McCormick is joining as President and https://t.co/YMlrZitgaG $META - @Meta Today @finkd announced Meta Compute -- a new AI computing initiative involving the build out of tens of gigawatts of infrastructure this decade and hundreds or more over time This morning Meta also announced that"  
[X Link](https://x.com/anyuser/status/2010812843910697175)  2026-01-12T20:35Z [----] followers, [----] engagements


"$SOLS - Solstice Advanced Materials Continuing its run and outperforming the broader market today - - now $57.50 $SOLS - Solstice Advanced Materials Closes above $53 on Friday which is the highest close that it's had post spin-off from $HON - Honeywell Thematic play on semiconductor materials nuclear fuel supply chain and data center infrastructure $ESI $ENTG $APD $Q $LEU $DD https://t.co/rNWtOlZsF2 $SOLS - Solstice Advanced Materials Closes above $53 on Friday which is the highest close that it's had post spin-off from $HON - Honeywell Thematic play on semiconductor materials nuclear fuel"  
[X Link](https://x.com/anyuser/status/2011497587606765740)  2026-01-14T17:56Z [----] followers, [---] engagements


"$SOLS - Solstice Advanced Materials Continuing to make new all time highs above $64 now Up over 40% since adds in mid $40s $SOLS - Solstice Advanced Materials Closes above $53 on Friday which is the highest close that it's had post spin-off from $HON - Honeywell Thematic play on semiconductor materials nuclear fuel supply chain and data center infrastructure $ESI $ENTG $APD $Q $LEU $DD https://t.co/rNWtOlZsF2 $SOLS - Solstice Advanced Materials Closes above $53 on Friday which is the highest close that it's had post spin-off from $HON - Honeywell Thematic play on semiconductor materials"  
[X Link](https://x.com/anyuser/status/2014335110548472229)  2026-01-22T13:51Z [----] followers, [---] engagements


"$Q - Qnity Electronics Another name with a 40% move over the past two months $Q - Qnity Electronics Buys in the $70s are looking nice after it's recovery to mid $80s My favorite semiconductor supply chain play. IMO given it's high single-digit growth rate and leading margins it should trade at a premium to closest peer $ENTG - Entegris Supplies https://t.co/8yI6ys3W8B $Q - Qnity Electronics Buys in the $70s are looking nice after it's recovery to mid $80s My favorite semiconductor supply chain play. IMO given it's high single-digit growth rate and leading margins it should trade at a premium"  
[X Link](https://x.com/anyuser/status/2014335759277236622)  2026-01-22T13:54Z [----] followers, [---] engagements

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