[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @Mike10947310 Mike Mike posts on X about $ampg, ai, $evlv, $shmd the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1249736486498508800/interactions)  - X Week XXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +99% - X Year XXXXXXXXX +206% ### Mentions: X [#](/creator/twitter::1249736486498508800/posts_active)  - X Week XX -XX% - X Month XX -XX% - X Months XXX +92% - X Year XXX +78% ### Followers: XXXXXX [#](/creator/twitter::1249736486498508800/followers)  - X Week XXXXXX +0.14% - X Month XXXXXX +0.67% - X Months XXXXXX +25% - X Year XXXXXX +92% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1249736486498508800/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XX% [stocks](/list/stocks) X% [travel destinations](/list/travel-destinations) X% **Social topic influence** [$ampg](/topic/$ampg) #1, [ai](/topic/ai) 15%, [$evlv](/topic/$evlv) #1, [$shmd](/topic/$shmd) #1, [$5m](/topic/$5m) 5%, [$rsp](/topic/$rsp) 5%, [$chrw](/topic/$chrw) 5%, [flow](/topic/flow) 5%, [accounting](/topic/accounting) 5%, [paris](/topic/paris) X% **Top accounts mentioned or mentioned by** [@ragnarisapirate](/creator/undefined) [@grumpierbtday](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@barbell_ideas](/creator/undefined) [@bsiegelir](/creator/undefined) [@theextra1234](/creator/undefined) [@deepvalueplay](/creator/undefined) [@matt_kolb_](/creator/undefined) [@dpinsen](/creator/undefined) [@g_1738_](/creator/undefined) [@pennycheck](/creator/undefined) [@steep_slopes](/creator/undefined) [@paulcerro](/creator/undefined) [@sawdirt](/creator/undefined) [@smantel](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@trustfund4juno](/creator/undefined) [@itsrileyng](/creator/undefined) **Top assets mentioned** [CH Robinson Worldwide Inc (CHRW)](/topic/$chrw) ### Top Social Posts Top posts by engagements in the last XX hours "Anyone an expert in glass substrates for AI Would love to pick your brain" [X Link](https://x.com/Mike10947310/status/1984346915677618427) 2025-10-31T19:49Z 13.8K followers, 5888 engagements "Another $5m in follow on orders for $AMPG. One of the most frustrating companies from an IR perspective (e.g. why guide double digit margins when you then print XX% say XX% but cut out purely buzzword PRs so simple) Anyways the stock continues to be a valuation anomaly" [X Link](https://x.com/Mike10947310/status/1996371443869757442) 2025-12-04T00:10Z 13.8K followers, 7821 engagements "Yes it's been a banner year for the largest capitalized companies. But look at $RSP (equal weighted SPY) LTM. It's pretty reasonable. The fascinating scenario is companies in boring industries like trucking e.g. $CHRW start seeing real AI benefits like those guys have (+20% today on earnings). If that happens there's a lot of room for capital to flow into these names. I think everyone is pretty aware of the AI = railroads narrative wherein there are many beneficiaries who capture a lot more economics than railroad companies. but with $CHRW type moves we might be seeing it start" [X Link](https://x.com/Mike10947310/status/1984001884152320039) 2025-10-30T20:58Z 13.8K followers, 6161 engagements "$AMPG quarter was actually very good. Obviously with the harsh selloff and rights offering there was reason to think this quarter would be some bogey. But actually margins were great. 40+ shows the benefits of scaling up that they talked about previously. Two negatives: X. Cash burn was much higher than expected X. Management was clueless or shall we say optimistic when saying they didnt need to raise cash (see rights offering and the above point) Truly this stock is mathematically very cheap here and the main rebuttal (they are buying revenues and wont have any margin) is not playing out." [X Link](https://x.com/Mike10947310/status/1989343056810655965) 2025-11-14T14:41Z 13.8K followers, 8217 engagements "@ragnarisapirate I did not realize how well they had been executing. Insane chart" [X Link](https://x.com/Mike10947310/status/1989356491015594358) 2025-11-14T15:35Z 13.8K followers, XXX engagements "I think $EVLV in a XX% drawdown is wrong. The last earnings print was good not bad. RPO bookings were up XX% YoY EVBITDA was positive (so they aren't just buying growth). Why the selloff I believe it was due to the fact that there was a change in ARR accounting that I think spooked the market as this is what caused them trouble in the past. Arguably it could have been prudent to wait to make that change for a few more quarters but the change is the opposite of what you'd expect if the company was playing games (e.g. had a negative near term impact). And this company's financials are." [X Link](https://x.com/Mike10947310/status/1995552967831814174) 2025-12-01T17:57Z 13.8K followers, 7221 engagements "$AMPG PR this morning with some new tidbits but mostly just useful to see how company thinks about things. But first its worth noting they have an upcoming investor conference tomorrow. After the Paris Telcom show this represents a pretty real IR push. The last show they attended was in XX. Hopefully we get even more to chew on tomorrow X. I like that they are emphasizing their patents for LNA solutions which differentiates them (in their view) X. We now know the 2nd MNO is a major Asian MNO. I doubt it is Chinese so probably Japan or Korea X. Emphasis on the quantum opportunity. Besides" [X Link](https://x.com/Mike10947310/status/1980629371603022243) 2025-10-21T13:36Z 13.8K followers, 12.1K engagements "What stock is working well for you this Nov and why" [X Link](https://x.com/Mike10947310/status/1989194334055342568) 2025-11-14T04:51Z 13.8K followers, 10.2K engagements "Glass substrates have been talked about for a long time. If and when they happen which I believe is probably a XX or XX story theres basically only one US listed pure play I could find and that is $SHMD (would appreciate any others though). Glass has challenged with cracking but ultimately is more energy efficient allowing more chiplets which is important for high performance AI chips. Should get a listing update before EOM as well" [X Link](https://x.com/Mike10947310/status/1995882573906469085) 2025-12-02T15:47Z 13.8K followers, 20.8K engagements "If I cant tell you exactly why most investors wouldnt be interested in a stock I think is worth looking at I find it rarely works out. Now obviously you shouldnt go looking for stocks with issues as a way to screen. But: $TSSI had and has insane customer concentration (one customer) $EVLV has had delinquent filings and fraud $AMPG has had promotional management and crypto fuckups $SHMD isnt current and is working to regain compliance $FEIM quantum sensing is a science project and they have little precision timing moat (a narrative I hear not believe tbc) $FNCH was a tiny co entering a patent" [X Link](https://x.com/Mike10947310/status/1997174272167395364) 2025-12-06T05:20Z 13.9K followers, 19.3K engagements
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@Mike10947310 Mike
Mike posts on X about $ampg, ai, $evlv, $shmd the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +99%
- X Year XXXXXXXXX +206%
Mentions: X #
- X Week XX -XX%
- X Month XX -XX%
- X Months XXX +92%
- X Year XXX +78%
Followers: XXXXXX #
- X Week XXXXXX +0.14%
- X Month XXXXXX +0.67%
- X Months XXXXXX +25%
- X Year XXXXXX +92%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XX% stocks X% travel destinations X%
Social topic influence $ampg #1, ai 15%, $evlv #1, $shmd #1, $5m 5%, $rsp 5%, $chrw 5%, flow 5%, accounting 5%, paris X%
Top accounts mentioned or mentioned by @ragnarisapirate @grumpierbtday @joinyellowbrick @barbell_ideas @bsiegelir @theextra1234 @deepvalueplay @matt_kolb_ @dpinsen @g_1738_ @pennycheck @steep_slopes @paulcerro @sawdirt @smantel @sfarringtonbkc @trustfund4juno @itsrileyng
Top assets mentioned CH Robinson Worldwide Inc (CHRW)
Top Social Posts
Top posts by engagements in the last XX hours
"Anyone an expert in glass substrates for AI Would love to pick your brain"
X Link 2025-10-31T19:49Z 13.8K followers, 5888 engagements
"Another $5m in follow on orders for $AMPG. One of the most frustrating companies from an IR perspective (e.g. why guide double digit margins when you then print XX% say XX% but cut out purely buzzword PRs so simple) Anyways the stock continues to be a valuation anomaly"
X Link 2025-12-04T00:10Z 13.8K followers, 7821 engagements
"Yes it's been a banner year for the largest capitalized companies. But look at $RSP (equal weighted SPY) LTM. It's pretty reasonable. The fascinating scenario is companies in boring industries like trucking e.g. $CHRW start seeing real AI benefits like those guys have (+20% today on earnings). If that happens there's a lot of room for capital to flow into these names. I think everyone is pretty aware of the AI = railroads narrative wherein there are many beneficiaries who capture a lot more economics than railroad companies. but with $CHRW type moves we might be seeing it start"
X Link 2025-10-30T20:58Z 13.8K followers, 6161 engagements
"$AMPG quarter was actually very good. Obviously with the harsh selloff and rights offering there was reason to think this quarter would be some bogey. But actually margins were great. 40+ shows the benefits of scaling up that they talked about previously. Two negatives: X. Cash burn was much higher than expected X. Management was clueless or shall we say optimistic when saying they didnt need to raise cash (see rights offering and the above point) Truly this stock is mathematically very cheap here and the main rebuttal (they are buying revenues and wont have any margin) is not playing out."
X Link 2025-11-14T14:41Z 13.8K followers, 8217 engagements
"@ragnarisapirate I did not realize how well they had been executing. Insane chart"
X Link 2025-11-14T15:35Z 13.8K followers, XXX engagements
"I think $EVLV in a XX% drawdown is wrong. The last earnings print was good not bad. RPO bookings were up XX% YoY EVBITDA was positive (so they aren't just buying growth). Why the selloff I believe it was due to the fact that there was a change in ARR accounting that I think spooked the market as this is what caused them trouble in the past. Arguably it could have been prudent to wait to make that change for a few more quarters but the change is the opposite of what you'd expect if the company was playing games (e.g. had a negative near term impact). And this company's financials are."
X Link 2025-12-01T17:57Z 13.8K followers, 7221 engagements
"$AMPG PR this morning with some new tidbits but mostly just useful to see how company thinks about things. But first its worth noting they have an upcoming investor conference tomorrow. After the Paris Telcom show this represents a pretty real IR push. The last show they attended was in XX. Hopefully we get even more to chew on tomorrow X. I like that they are emphasizing their patents for LNA solutions which differentiates them (in their view) X. We now know the 2nd MNO is a major Asian MNO. I doubt it is Chinese so probably Japan or Korea X. Emphasis on the quantum opportunity. Besides"
X Link 2025-10-21T13:36Z 13.8K followers, 12.1K engagements
"What stock is working well for you this Nov and why"
X Link 2025-11-14T04:51Z 13.8K followers, 10.2K engagements
"Glass substrates have been talked about for a long time. If and when they happen which I believe is probably a XX or XX story theres basically only one US listed pure play I could find and that is $SHMD (would appreciate any others though). Glass has challenged with cracking but ultimately is more energy efficient allowing more chiplets which is important for high performance AI chips. Should get a listing update before EOM as well"
X Link 2025-12-02T15:47Z 13.8K followers, 20.8K engagements
"If I cant tell you exactly why most investors wouldnt be interested in a stock I think is worth looking at I find it rarely works out. Now obviously you shouldnt go looking for stocks with issues as a way to screen. But: $TSSI had and has insane customer concentration (one customer) $EVLV has had delinquent filings and fraud $AMPG has had promotional management and crypto fuckups $SHMD isnt current and is working to regain compliance $FEIM quantum sensing is a science project and they have little precision timing moat (a narrative I hear not believe tbc) $FNCH was a tiny co entering a patent"
X Link 2025-12-06T05:20Z 13.9K followers, 19.3K engagements