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# ![@RoninIntel Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1440708705280933891.png) @RoninIntel Ronin Andrews

Ronin Andrews posts on X about ai, target, future, strong the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::1440708705280933891/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1440708705280933891/c:line/m:interactions.svg)

- X Week XXXXX +1,150%
- X Months XXXXX +393%

### Mentions: XX [#](/creator/twitter::1440708705280933891/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1440708705280933891/c:line/m:posts_active.svg)


### Followers: XXX [#](/creator/twitter::1440708705280933891/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1440708705280933891/c:line/m:followers.svg)

- X Week XXX +3.10%
- X Months XXX +21%
- X Year XXX +26%

### CreatorRank: undefined [#](/creator/twitter::1440708705280933891/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1440708705280933891/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXXX% [social networks](/list/social-networks)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [automotive brands](/list/automotive-brands)  XXXX% [countries](/list/countries)  XXXX% [luxury brands](/list/luxury-brands)  XXXX%

**Social topic influence**
[ai](/topic/ai) 21.05%, [target](/topic/target) 5.26%, [future](/topic/future) 5.26%, [strong](/topic/strong) 5.26%, [just a](/topic/just-a) 5.26%, [china](/topic/china) 5.26%, [$mp](/topic/$mp) 2.63%, [champion](/topic/champion) 2.63%, [apple](/topic/apple) 2.63%, [crowdstrike](/topic/crowdstrike) XXXX%

**Top assets mentioned**
[MP Materials Corp. (MP)](/topic/$mp) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [Zscaler Inc (ZS)](/topic/$zs) [Fortinet Inc (FTNT)](/topic/$ftnt) [Okta Inc (OKTA)](/topic/$okta) [Microsoft Corp. (MSFT)](/topic/microsoft) [IREN Limited (IREN)](/topic/$iren) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [Northrop Grumman Corporation (NOC)](/topic/$noc) [L3Harris Technologies Inc (LHX)](/topic/$lhx) [Hut X Mining Corp. (HUT)](/topic/$hut) [Bitcoin (BTC)](/topic/bitcoin) [Cipher Mining Inc. Common Stock (CIFR)](/topic/cipher-mining) [Archer Aviation Inc. (ACHR)](/topic/$achr) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [Perpetua Resources Corp. Common Shares (PPTA)](/topic/$ppta) [TeraWulf Inc. (WULF)](/topic/terawulf) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Ethereum (ETH)](/topic/ethereum) [Bit Digital, Inc. (BTBT)](/topic/bit-digital)
### Top Social Posts
Top posts by engagements in the last XX hours

"First up: The U.S. Champion $MP Materials. As America's only integrated rare earth producer their strategic value is immense backed by DoD support and an Apple partnership. The bull case rests on successfully scaling domestic magnet production. It's a vital asset with a premium valuation"  
[X Link](https://x.com/RoninIntel/status/1997188802024976485)  2025-12-06T06:18Z XXX followers, XXX engagements


"2/6 CrowdStrike $CRWD 🏎 Price: $XXX The Thesis: The Ferrari of the sector. Pure cloud pure AI best-in-class tech. Its the stock everyone wants to own but its priced for absolute perfection. 🐂 Bull Case: They are crushing endpoint security and dominating the AI narrative. 🐻 Bear Case: Trading at 105x earnings. You are paying a massive premium. No room for error here"  
[X Link](https://x.com/RoninIntel/status/1997462420734803994)  2025-12-07T00:25Z XXX followers, XX engagements


"3/6 Zscaler $ZS ☁ Price: $XXX The Thesis: The "Zero Trust" King. They kill the old-school VPN and secure the cloud directly. High beta moves fast. 🐂 Bull Case: As companies ditch on-prem hardware ZS eats that market share. RPO growth is a monster (+35%). 🐻 Bear Case: Still burning cash on a GAAP basis. If interest rates stay high the valuation hurts"  
[X Link](https://x.com/RoninIntel/status/1997462423482065269)  2025-12-07T00:25Z XXX followers, XXX engagements


"4/6 Fortinet $FTNT 💵 Price: $XX The Thesis: The cash cow. They do hardware AND software. They make their own chips to keep costs down and margins fat. 🐂 Bull Case: Insanely profitable. A safe steady compounder compared to the high-flyers. 🐻 Bear Case: Hardware sales are slowing down. Its not the "sexy" AI growth play right now"  
[X Link](https://x.com/RoninIntel/status/1997462426409730246)  2025-12-07T00:25Z XXX followers, XX engagements


"5/6 Okta $OKTA Price: $XX The Thesis: The Gatekeeper. If you cant log in you cant work. They own Identity. 🐂 Bull Case: Sticky product. Once a company uses Okta they rarely switch (97% retention). 🐻 Bear Case: Microsoft is the final boss. MSFT is bundling identity for cheap making life hard for Okta"  
[X Link](https://x.com/RoninIntel/status/1997462429312155985)  2025-12-07T00:25Z XXX followers, XXX engagements


"6/6 SentinelOne $S 🎲 Price: $XX The Thesis: The underdog bet. A pure AI play trying to disrupt the disruptors. 🐂 Bull Case: Growing fast and decent tech. Could be a prime takeover target for a big tech giant. 🐻 Bear Case: Just took a beating on earnings (-12%). High risk high reward. Catch the falling knife"  
[X Link](https://x.com/RoninIntel/status/1997462432634048912)  2025-12-07T00:25Z XXX followers, XXX engagements


"Tweet 5/10: $IREN (Iris Energy) THE ALL-IN PIVOT 🛑⛏➡🧠 They literally stopped their BTC hashrate expansion target to focus XXX% on AI Cloud growth. Bold move. 🐂 Bull Case: Massive projected AI ARR (Annual Recurring Revenue) by 2026. They are becoming a pure-play AI infrastructure capability. 🐻 Bear Case: This pivot is CAPITAL INTENSIVE. Watch out for dilution to fund those GPUs and data centers. High execution risk"  
[X Link](https://x.com/RoninIntel/status/1997490261291663471)  2025-12-07T02:16Z XXX followers, XXX engagements


"The global race for Rare Earth Metals is the new technological gold rush. These elements are non-negotiable for EVs renewable energy and national defense. The sector is defined by high growth (CAGR 11.7%) and a critical challenge: breaking China's XX% refining monopoly. Here is the 2025 strategic landscape for retail investors. 🧵👇"  
[X Link](https://x.com/RoninIntel/status/1997188798392799503)  2025-12-06T06:18Z XXX followers, XXX engagements


"Next: The Commercial/Defense Hybrid RTX Corp. $RTX plays both sides of the aerospace coin. 🐂 BULL CASE: Diversified: Riding the post-COVID commercial travel boom (aftermarket parts are cash cows 🐄) AND defense demand. Backlog Beast: Significant $250B+ backlog provides massive visibility. Tech Focus: Heavy investment in hypersonics and AI propulsion. 🐻 BEAR CASE: The GTF Hangover: The Pratt & Whitney powdered metal engine issue is a multi-billion dollar headache causing major disruptions. 🤕 Cyclicality: Still heavily exposed if commercial air travel slows down due to a recession"  
[X Link](https://x.com/RoninIntel/status/1997469776071872827)  2025-12-07T00:54Z XXX followers, XX engagements


"The Stealth & Space Specialist: Northrop Grumman. $NOC is focused on the cutting edge of future warfare. 🐂 BULL CASE: Space Leader: Critical player in satellites and national security space infrastructure. 🛰 Nuke Modernization: Prime contractor for the B-21 Raider stealth bomber. This is long-term priority funding. 👻 R&D powerhouse: Constantly innovating in autonomous systems. 🐻 BEAR CASE: Execution Risk: Building brand new complex stealth tech is hard. Delays and cost overruns are a real risk. ⚠ Margin Pressure: High upfront R&D spend can squeeze short-term profitability"  
[X Link](https://x.com/RoninIntel/status/1997469779125223654)  2025-12-07T00:54Z XXX followers, XX engagements


"The "Trusted Disruptor": L3Harris Technologies. $LHX is focused on the electronics and comms that connect everything else. 🐂 BULL CASE: Agile Player: Winning both prime contracts and supplying key tech to other majors. High-Growth Areas: Strong positioning in space cyber and resilient comms. 📡 Operational Excellence: The "LHX NeXt" program is exceeding cost-saving targets and boosting margins. 🐻 BEAR CASE: Indigestion: Still digesting recent M&A (like Aerojet Rocketdyne). Integration risks remain. Debt Load: Higher leverage ratios than some peers due to acquisitions. ⚠"  
[X Link](https://x.com/RoninIntel/status/1997469785211224526)  2025-12-07T00:54Z XXX followers, XX engagements


"Tweet 4/10: $HUT (Hut 8) THE DIVERSIFIED HODLER 🐙💰 Not just a miner. They are a diversified compute hub with a massive Bitcoin stack on the balance sheet. 🐂 Bull Case: Multiple revenue streams (Managed Services AI/HPC Mining) smooth out volatility. Huge leverage to BTC price rips via their HODL stack. 🐻 Bear Case: Mining fleet is older and less efficient than peers. Post-merger integration can be messy"  
[X Link](https://x.com/RoninIntel/status/1997490258280079532)  2025-12-07T02:16Z XXX followers, XXX engagements


"Tweet 6/10: $CIFR (Cipher Mining) THE POWER PLAY ⚡🏰 Its all about the power cost. Cipher has some of the lowest rates in the game making their infrastructure highly attractive for energy-hungry AI. 🐂 Bull Case: Huge secured power pipeline (3.8 GW). Low costs mean better margins in both BTC and AI hosting. Strong backing. 🐻 Bear Case: Valuation is already rich based on current sales. They need to build out that power pipeline fast to justify the price"  
[X Link](https://x.com/RoninIntel/status/1997490264231833674)  2025-12-07T02:16Z XXX followers, XXX engagements


"Next is Archer Aviation ($ACHR). Focused on high-volume manufacturing through a key partnership with Stellantis for their "Midnight" aircraft. 🟢 Bull: Massive cash position ($1.64B runway) and aggressive commercial plans for Miami & Abu Dhabi networks. 🔴 Bear: Like peers they face significant R&D cash burn and the immense challenge of scaling from prototype to mass production"  
[X Link](https://x.com/RoninIntel/status/1997384703725183419)  2025-12-06T19:16Z XXX followers, XXX engagements


"Tweet 9/10: $APLD (Applied Digital) THE TOTAL TRANSFORMATION 🏗🚀 Forget "miner." $APLD is now a full-blown next-gen AI data center developer with a staggering backlog. 🐂 Bull Case: $XX BILLION in contracted revenue backlog with hyperscalers stabilizes the future. They are building capacity faster than almost anyone else. 🐻 Bear Case: The Cash Burn is intensely high to build these sites. Massive debt load ($2.35B notes). They must execute perfectly on construction"  
[X Link](https://x.com/RoninIntel/status/1997490272335167950)  2025-12-07T02:16Z XXX followers, XXX engagements


"THE ANTIMONY TRADE: The Most Critical Mineral Youve Never Heard Of 🚨 China just choked the supply chain. The US defense sector is sweating. Without Antimony we don't have bullets night vision or nuclear weapons. Here is the sector breakdown and the Top X US Stocks to watch. 🧵👇 $PPTA $UAMY $NVA"  
[X Link](https://x.com/RoninIntel/status/1999149635479175654)  2025-12-11T16:09Z XXX followers, XX engagements


"Tweet 7/10: $WULF (TeraWulf) THE ZERO-CARBON HYBRID ⚛💧 Nuclear and Hydro powered. In an ESG-conscious world their zero-carbon compute is premium real estate for hyperscalers like Google. 🐂 Bull Case: "Green Premium" on their power. Google backing on Fluidstack deal is a massive validation stamp. Ramping infrastructure fast. 🐻 Bear Case: Still burning significant cash. High debt load to fund the buildout. Priced for absolute perfection right now"  
[X Link](https://x.com/RoninIntel/status/1997490266882572316)  2025-12-07T02:16Z XXX followers, XXX engagements


"Tweet 8/10: $BTBT (Bit Digital) THE ETH + AI YIELD PLAY 🥩🧠 They are exiting BTC mining entirely. The new model: Ethereum staking treasury for yield + building out AI compute infrastructure. 🐂 Bull Case: Profitable now. Massive ETH treasury provides non-dilutive funding options. A unique "Crypto Yield + Tech Growth" hybrid. 🐻 Bear Case: Trading BTC volatility for ETH volatility. Regulatory risks surrounding ETH staking are a wild card"  
[X Link](https://x.com/RoninIntel/status/1997490269432713599)  2025-12-07T02:16Z XXX followers, XXX engagements


"Eve Air Mobility ($EVEX) brings legacy backing to the table. Spinning out of Embraer gives them 55+ years of aerospace expertise and a global service network. 🟢 Bull: The largest global order backlog ($14B) and an integrated approach that includes urban air traffic management software. 🔴 Bear: Navigating complex dual regulatory hurdles (Brazil's ANAC & FAA) and the universal pre-revenue risks"  
[X Link](https://x.com/RoninIntel/status/1997384706531233826)  2025-12-06T19:16Z XXX followers, XX engagements


"The Sector: Why Should You Care Antimony (Sb) isn't just a rock; it's a national security kill switch. The Problem: The US mines X% of it domestically. We rely on China (48% of global supply) and Russia. The Catalyst: China imposed export restrictions in late 2024. Prices have 2x-3x'd. Uses: Armor-piercing ammo (lead hardener) Night Vision Goggles (infrared sensors) Flame retardants (uniforms/electronics)"  
[X Link](https://x.com/RoninIntel/status/1999149637177933954)  2025-12-11T16:09Z XXX followers, XX engagements