#  @SJCapitalInvest S&J Investments
S&J Investments posts on X about $te, $ampx, ai, solar the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
### Engagements: [------] [#](/creator/twitter::1504284669587517442/interactions)
- [--] Week [-------] -45%
- [--] Month [---------] +64%
- [--] Year [---------] +7,528,814%
### Mentions: [--] [#](/creator/twitter::1504284669587517442/posts_active)
- [--] Week [---] -16%
- [--] Month [---] +64%
- [--] Year [-----] +112,200%
### Followers: [------] [#](/creator/twitter::1504284669587517442/followers)
- [--] Week [------] +2.90%
- [--] Month [------] +64%
### CreatorRank: [-------] [#](/creator/twitter::1504284669587517442/influencer_rank)
### Social Influence
**Social category influence**
[finance](/list/finance) 37.31% [stocks](/list/stocks) 29.85% [technology brands](/list/technology-brands) 9.45% [countries](/list/countries) 6.47% [celebrities](/list/celebrities) 5.97% [cryptocurrencies](/list/cryptocurrencies) 1.99% [automotive brands](/list/automotive-brands) 1% [exchanges](/list/exchanges) 0.5%
**Social topic influence**
[$te](/topic/$te) #6, [$ampx](/topic/$ampx) #2, [ai](/topic/ai) 16.92%, [solar](/topic/solar) #659, [investment](/topic/investment) #767, [$skyt](/topic/$skyt) #8, [$be](/topic/$be) #71, [$oss](/topic/$oss) #6, [money](/topic/money) 7.46%, [in the](/topic/in-the) 6.97%
**Top accounts mentioned or mentioned by**
[@denebulord](/creator/undefined) [@inspect444](/creator/undefined) [@blackpanthercap](/creator/undefined) [@accounting_ds](/creator/undefined) [@squeezingshort](/creator/undefined) [@t1energy](/creator/undefined) [@shortshoward](/creator/undefined) [@anthonyiseman](/creator/undefined) [@tdogg2213](/creator/undefined) [@ron_trades](/creator/undefined) [@spacanpanman](/creator/undefined) [@calammint](/creator/undefined) [@macroresurf](/creator/undefined) [@mithus10xinvest](/creator/undefined) [@accountingds](/creator/undefined) [@user889889](/creator/undefined) [@leonmensbridge](/creator/undefined) [@kaizeninvestor](/creator/undefined) [@johhnywalkeraz](/creator/undefined) [@raccoonheadset](/creator/undefined)
**Top assets mentioned**
[SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [Bloom Energy Corporation (BE)](/topic/$be) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Nextracker Inc. (NXT)](/topic/$nxt) [First Solar, Inc. (FSLR)](/topic/$fslr) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Iris Energy Limited (IREN)](/topic/$iren) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [IonQ, Inc. (IONQ)](/topic/$ionq) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [Klaviyo, Inc. (KVYO)](/topic/$kvyo) [ImmunityBio, Inc. Common Stock (IBRX)](/topic/$ibrx) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Arista Networks Inc (ANET)](/topic/$anet) [TotalEnergies SE (TTE)](/topic/$tte) [ZetaChain (ZETA)](/topic/$zeta) [Pinterest, Inc. (PINS)](/topic/$pins) [Tesla, Inc. (TSLA)](/topic/$tsla) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [TeraWulf Inc. (WULF)](/topic/$wulf) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours
"Relax Take a deep breath. Go for a walk. Close your phone. Unless your rent money is in there its just a little short term pain. The market is pricing in less rate cuts with positive job numbers. This is part of it. Check back tomorrow or Monday. 🔹 🔹Todays Lesson🔹 - Dont invest money you need short term you end up selling on days like today - Dont follow and invest without conviction you end up selling when you should be buying - Never get overconfident No one truly knows whats coming next. Not even Gemini 🔹 https://t.co/2WMEjykZeL 🔹Todays Lesson🔹 - Dont invest money you need short term"
[X Link](https://x.com/SJCapitalInvest/status/2021605646634832206) 2026-02-11T15:22Z 10.7K followers, [----] engagements
"$TE Great image better post. 🤝 The market is overreacting to the $TE Chief Accounting Officer news and it's creating a buying opportunity. Here's what actually happened: On February 5th $TE terminated Denise Cruz (CAO) and immediately appointed Tom Mahrer as the new Chief Accounting Officer and Corporate https://t.co/ZajoSXTUA9 The market is overreacting to the $TE Chief Accounting Officer news and it's creating a buying opportunity. Here's what actually happened: On February 5th $TE terminated Denise Cruz (CAO) and immediately appointed Tom Mahrer as the new Chief Accounting Officer and"
[X Link](https://x.com/SJCapitalInvest/status/2021686837589233912) 2026-02-11T20:44Z 10.7K followers, [----] engagements
"Day [--] of sharing an Under-Followed account: Not as small as others Ive shared but should be much larger. @Kaizen_Investor is posting clinical level overviews. I love this page because he has a level of depth and clarity but also brevity. Highly recommend following. $AMPX is becoming the primary target for smart money as institutions aggressively accumulate shares at current levels. The attached graph shows a massive shift in volume. $AMPX produces the most powerful lithium ion batteries in existence by replacing traditional graphite with https://t.co/AoFRcRtFfz $AMPX is becoming the primary"
[X Link](https://x.com/SJCapitalInvest/status/2021701836055429577) 2026-02-11T21:44Z 10.7K followers, 26.1K engagements
"My Personal Framework for outperforming the market through research and concentrated capital deployment Note: This is my own personal investing system. This is not gospel it is not a known and accredited investing framework. It is not without risk. However this is how I have learned to invest and I have significantly outperformed the market with this framework during bull cycles. It is not for everyone and it is higher risk than more traditional and diversified strategies. When drawdowns come in a concentrated portfolio it can be fast and aggressive and you need to appropriately weigh that"
[X Link](https://x.com/SJCapitalInvest/status/2009463349768048901) 2026-01-09T03:12Z 10.7K followers, 167.6K engagements
"@accounting_ds Guess which company is growing a billion times faster. (Assumes $TE does $400m in Q4)"
[X Link](https://x.com/SJCapitalInvest/status/2016287203333149092) 2026-01-27T23:08Z 10.7K followers, [----] engagements
"Added $BE Jan [----] leaps. It looks like they are running away with the Bring Your Own Power data center race. - Hyper revenue growth - Margin expansion - Growing backlog - Industry Tailwinds - Continued capex growth from mag7 Not an asymmetric play because its fairly valued I just expect this to continue and I want to have some money along for the ride. https://twitter.com/i/web/status/2019791560435470425 https://twitter.com/i/web/status/2019791560435470425"
[X Link](https://x.com/SJCapitalInvest/status/2019791560435470425) 2026-02-06T15:13Z 10.7K followers, 10.4K engagements
"$TE Where are the offtake agreements they said were coming soon It seems there is a bit of a disconnect re: what soon means to retail investors vs in enterprise sales. My career is in enterprise sales and Ive done it at startups and big tech. The reality is we are talking about deal cycles that likely take between 9-18 months depending on the client the larger the client the longer the deal takes. So when a company like $TE (a startup) says they have deals they are closing soon and we know they are referring to big tech That could mean another quarter. Which is as long as it might take to go"
[X Link](https://x.com/SJCapitalInvest/status/2021689429887275496) 2026-02-11T20:54Z 10.7K followers, [----] engagements
"Looking at positives in a choppy moment. Of the stocks Im covering ( $TE $AMPX $OSS $LPTH) One of them has reported and it went exceptionally well ( $LPTH) High beta continues to get thrashed overall lets get to the rest of these reports. Need more data. 🔹"
[X Link](https://x.com/SJCapitalInvest/status/2021970453804593225) 2026-02-12T15:31Z 10.7K followers, [----] engagements
"To be explicit: I have made no moves to sell any of my $TE and until I see something that explicitly breaks my thesis: - Not enough energy for AI - Off grid behind the meter mandate - Not enough solar panels in USA - Scarcity of FEOC compliant product I am not moving. 🔹"
[X Link](https://x.com/SJCapitalInvest/status/2022023643598074251) 2026-02-12T19:02Z 10.7K followers, [----] engagements
"The response to my $skyt write-up has been awesome. Taking suggestions for next weeks growth stock deep-dive. Please drop in the comments and I will open a poll tonight for voting. A few on my radar: - $KRKNF - $ONDS - $SUUN - $SEI - $PL - $FLNC What do you want to see https://t.co/YD7UuxXRd5 https://t.co/YD7UuxXRd5"
[X Link](https://x.com/SJCapitalInvest/status/2008188683334410426) 2026-01-05T14:47Z 10.6K followers, 17.3K engagements
"I liked what I saw with $zeta (valuation chart OpenAI catalyst). Felt the floor was very high with strong chance of breakout and catchup to peer multiples (Trading less than 50% value of $pins/ $kvyo) Money had to come from somewhere and I wasnt selling $te $skyt $be or $nbis Money had to come from somewhere and I had done the least research on $KTOS. $ktos was the best value between $onds $ktos and $krknf but I had to move something. 🤷♂ Wasnt negative. Just had to scalp something. I only have a few positions. https://twitter.com/i/web/status/2009287506743677080"
[X Link](https://x.com/SJCapitalInvest/status/2009287506743677080) 2026-01-08T15:34Z 10.6K followers, [---] engagements
"@stocktradingleo $ZETA Also trading at half (or less) of the multiple of its peers $KVYO and $PINS Margin expansion and recent flip to profit. Business fundamentals easily justify a double and we just got a catalyst. I expect a huge move here in the first half of the year"
[X Link](https://x.com/SJCapitalInvest/status/2009675737662689566) 2026-01-09T17:16Z 10.6K followers, [---] engagements
"@kxc99999 There is a reason I didnt comp them to $app. App has elite margins and trades at a much higher multiple. Not claiming they get there. Im looking at $HUBS and $KVYO"
[X Link](https://x.com/SJCapitalInvest/status/2010010734718284157) 2026-01-10T15:27Z 10.5K followers, [---] engagements
"Fam I need suggestions for stocks to search and write up. Heres what Im looking for: - Under 5bn market cap (lower is better) - Material revenue and growth (at least 30% annual) - Sexy Sector (AI Defense Space Quantum Energy etc) Ideal submission style - Ticker - Sector - Market cap - Last quarters revenue and annual or quarterly revenue growth percentage. - One sentence on why you love it. I know Im asking a lot but if you follow this format you have a much better chance of me looking into it. Notes: - Sector is the most important variable - If they are getting closer to or just flipped to"
[X Link](https://x.com/SJCapitalInvest/status/2010863638446293137) 2026-01-12T23:57Z 10.6K followers, [----] engagements
"$TE OpenAI looking to solar+batteries to power their data centers. The thesis at this point: - There is not enough energy - Data centers need to bring their own energy - Gas turbine shortage and backlog - Nuclear is [----] or later - $FSLR is sold out for years. - $TE only feoc compliant USA producer with capacity. This is just math. $TE OpenAI selected SB Energy to build and operate a [---] GW data center site in Milam County Texas which will be powered by new solar generation and battery storage. https://t.co/8g9Tnm2p6j $TE OpenAI selected SB Energy to build and operate a [---] GW data center"
[X Link](https://x.com/SJCapitalInvest/status/2011383171808432380) 2026-01-14T10:21Z 10.4K followers, 13.8K engagements
"If you enjoy this piece please see my other Article: Guide to Asymmetric Investing There is also an accompanying piece the AI Prompt Cheat Sheet. I do however recommend reading this first. Foreword: Why You are Better with AI I have been open since I started posting that AI and specifically Gemini play a key role in my investment research process. It does not make decisions for me but it allows me to make better and faster decisions. I believe (1) breadth; the amount of investment opportunities I can review and (2) depth; the amount and type of information I am able to pull and review and (3)"
[X Link](https://x.com/SJCapitalInvest/status/2012745662002041055) 2026-01-18T04:35Z 10.6K followers, 139K engagements
"Examining The Facts: OpenAI/Softbank Solar Farm Texas $TE and the Domestic Supply Chain So @accounting_ds and I have been messaging about this for a few days we agreed we wouldnt post about it because we didnt want to move from supporters to pumpers / rumor starters. However I think the facts here are compelling enough to lay them out responsibly and let you guys decide what you think may or may not be happening. Hopefully I have built enough trust that you know I wouldnt post things simply for engagement and work to be responsible. Please take this as information not confirmation."
[X Link](https://x.com/SJCapitalInvest/status/2013310748596789410) 2026-01-19T18:01Z 10.5K followers, 29.2K engagements
"$TE Gemini update tonight after market close. I want it to have the full day of data. Also a story about $FSLR TOPcon patent dropped which is relevant to $TE. This will also be included. I dont know where the bottom of this pullback is. But I can tell you now its a buy"
[X Link](https://x.com/SJCapitalInvest/status/2014043702038028784) 2026-01-21T18:33Z 10.4K followers, [----] engagements
"$AMPX Is pretty interesting. Revenue: Pretty insane growth 100% YOY Sector: specialize in drone batteries but can scale to other devices too. (Both elite in asymmetric sceener) The have beaten earnings by an average of 25% over the past year. So they should do like $29m this quarter which will take their annual growth over 100% Chart looks pretty lined up too. Price is Significantly below all consensus price targets. Only [--] things I dont love: - manufacture in Korea (best battery tech but with current state not ideal) - its not dirt cheap like I like but if you project forward earnings its"
[X Link](https://x.com/SJCapitalInvest/status/2014489321349513320) 2026-01-23T00:04Z 10.4K followers, 27.7K engagements
"This might be the elite [----] stack. $TE - onshore USA data center solar $SKYT - onshore semi/defense/space/quantum $OSS - onshore ai brains into military equipment $LPTH - onshore optics for defense and thermal imagine $AMPX - elite drone batteries (off shore but likely DoD compliant) ( $IBRX ) - potentially curing cancer / making chemo obsolete All except $IBRX you could argue are cheap. but they might have cured cancer. I cant see how you dont 2x overall if youre spread evenly across these. https://twitter.com/i/web/status/2014688420010819739"
[X Link](https://x.com/SJCapitalInvest/status/2014688420010819739) 2026-01-23T13:15Z 10.6K followers, 70.3K engagements
"I think the scarcity of what $TE is delivering against the clientele who have deep pockets puts them in the most unique situation. $skyt is awesome but slightly handicapped by their current deal on the fab [--] with their margins short term. They ae selling product back to old owner at lower margin than they could. But that will flip later. For now I cant see how $TE isnt essntially booked out. No other USA supplier has product. https://twitter.com/i/web/status/2015229796549075180 https://twitter.com/i/web/status/2015229796549075180"
[X Link](https://x.com/SJCapitalInvest/status/2015229796549075180) 2026-01-25T01:06Z 10.6K followers, [---] engagements
"@SkepticalBaba @ArneLutsch @T1_Energy Every supplier using topcon will have the issue. Not specific to $TE. Doesnt change the supply/demand curve and the buyers deep pockets. They will just pass on the extra cost"
[X Link](https://x.com/SJCapitalInvest/status/2015498842800623724) 2026-01-25T18:55Z 10.5K followers, [---] engagements
"I try not to put too much on the overnight price action But if the market actually decides to price $SKYT like a strategic national asset (spoiler alert it is.) This could get weird"
[X Link](https://x.com/SJCapitalInvest/status/2015604416317977057) 2026-01-26T01:55Z 10.6K followers, 11.9K engagements
"$SKYT Ill be the one to say it This deal sucks. Its cheap and its mostly stock from a company that has very propped up stock and no revenue. $IONQ is actually buying a real quantum company and barely paying premium. $SKYT was already underpriced. I dont want to get crazy but where is our chance to vote on this as shareholders. Is there something coming (govt grant/funds) that we dont know about that makes this make more sense Feels like highway robbery. I thought $60 was a lock this year with upside +$90 https://twitter.com/i/web/status/2015738844708999492"
[X Link](https://x.com/SJCapitalInvest/status/2015738844708999492) 2026-01-26T10:49Z 10.4K followers, 32.1K engagements
"Well $SKYT This isnt the news I thought I would wake up to this snowy Monday morning. In the end I will try not to be sad that its over but happy that it happened. I guess I just thought we had more ahead of us but we were a mere fling during cuffing season. We both got what we wanted I got my 🥜 (great pun) and you got your new home with a pent house view I could never give you. I expect these calls to pop a bit today and the commons to run a bit more but still I leave asking if we both sold ourselves short (another great pun). To better days and brighter futures. I guess I will always have"
[X Link](https://x.com/SJCapitalInvest/status/2015761361112871079) 2026-01-26T12:18Z 10.4K followers, 23.3K engagements
"Ok Im over $SKYT Got my head back on straight. Added $TE Ill be honest I was frazzled this morning. I saw my plan for the whole year (portfolio built around $te and $skyt) go up in smoke and it threw me off. I dont love that I jumped into $IonQ quickly I was still trying to own $skyt. While $IonQ is interesting its not $skyt Ill be honest I was frazzled this morning. I saw my plan for the whole year (portfolio built around $te and $skyt) go up in smoke and it threw me off. I dont love that I jumped into $IonQ quickly I was still trying to own $skyt. While $IonQ is interesting its not $skyt"
[X Link](https://x.com/SJCapitalInvest/status/2016159852750389744) 2026-01-27T14:42Z 10.4K followers, 13.5K engagements
"Initial thought it to spread my $SKYT options win over $LPTH $OSS and $AMPX Not pounding the table on these but I want the sector and I think they all go up likely with a lot of volatility but I want them this year in this cycle. Elite Growth + Sector with decent valuations is likely enough. Again expecting volatility. Well $SKYT This isnt the news I thought I would wake up to this snowy Monday morning. In the end I will try not to be sad that its over but happy that it happened. I guess I just thought we had more ahead of us but we were a mere fling during cuffing season. We both"
[X Link](https://x.com/SJCapitalInvest/status/2016163080757969401) 2026-01-27T14:55Z 10.4K followers, [----] engagements
"Surprised how much traction this emo $skyt post got. I think we all had a similar feeling yesterday like we got the rug pulled a little bit here. Obviously no crying in the casino and again unless you had options at a high strike price nobody got crushed. But that moment in the morning when you have to quickly digest information and figure out what to do with a significant amount of capital on a deal you dont love there is a real shot of adrenaline there to digest and manage. It sticks with you for a moment. Obviously this wasnt the worst deal of all time but for those of us who really went"
[X Link](https://x.com/SJCapitalInvest/status/2016165929755783170) 2026-01-27T15:06Z 10.5K followers, [----] engagements
"FWIW this is now my portfolio (but swap $skyt for $asts ) $TE - onshore USA data center solar $ASTS - Rockets and cell coverage $OSS - onshore ai brains into military equipment $LPTH - onshore optics for defense and thermal imagine $AMPX - elite drone batteries (off shore but likely DoD compliant) $IBRX - potentially curing cancer / making chemo obsolete This might be the elite [----] stack. $TE - onshore USA data center solar $SKYT - onshore semi/defense/space/quantum $OSS - onshore ai brains into military equipment $LPTH - onshore optics for defense and thermal imagine $AMPX - elite drone"
[X Link](https://x.com/SJCapitalInvest/status/2016186198000021716) 2026-01-27T16:27Z 10.5K followers, 26.6K engagements
"Went options heavy into this three headed monster this AM. It will be bumpy but I think these are sitting pretty for the [----] landscape. $OSS $AMPX $LPTH"
[X Link](https://x.com/SJCapitalInvest/status/2016234182347764055) 2026-01-27T19:37Z 10.4K followers, 26.5K engagements
"@AkivaLorenz I did. I was trying to hang onto $skyt. But I dont want Ionq"
[X Link](https://x.com/SJCapitalInvest/status/2016252853271056874) 2026-01-27T20:51Z 10.4K followers, [---] engagements
"$NXT Leading solar frame and software providers just absolutely demolished earnings. Record backlog Share buybacks Raised guidance $TE main supplier and partner. Probably nothing $NXT Q3 FY26: Revenue $909m up 34% YoY Net income $131m EPS $0.85 Adj. EBITDA $214m up 15% YoY Record backlog investment grade rating $500m buyback authorized Raised FY26 outlook https://t.co/JVsxgqm0Rq $NXT Q3 FY26: Revenue $909m up 34% YoY Net income $131m EPS $0.85 Adj. EBITDA $214m up 15% YoY Record backlog investment grade rating $500m buyback authorized Raised FY26 outlook https://t.co/JVsxgqm0Rq"
[X Link](https://x.com/SJCapitalInvest/status/2016274988458741966) 2026-01-27T22:19Z 10.5K followers, 20.8K engagements
"How do I know its still early on $TE Most posts I see from people who just added or are considering it are still calling it Speculative These people also own stocks that have 2-3x market cap and do 20% the revenue 🔋. If $TE hits earnings ($400m) they are trading at less than half the multiple (ev/sales) of two solar industry comps ( $FSLR / $NXT) but growing about 5x as fast. For people who dont get it yet this is a duopoly in American solar for data centers (fastest growing energy source in USA) and their only comp is sold out. The repricing is already underway; but when they print a $400m"
[X Link](https://x.com/SJCapitalInvest/status/2016299122274267347) 2026-01-27T23:55Z 10.6K followers, 21.6K engagements
"@mkfilko 45x tax credits coming. It will look like $fslr"
[X Link](https://x.com/SJCapitalInvest/status/2016301417292505196) 2026-01-28T00:04Z 10.4K followers, [---] engagements
"$TE Just closed single largest trade of my life. Bought [---] contracts for $0.90 Sold for +$5.10 Final tally: 465% in under [--] months +$350k on $60k Now what Re-up for more. IM NOT F$CKIN LEAVIN 💰 https://twitter.com/i/web/status/2016534330357534800 https://twitter.com/i/web/status/2016534330357534800"
[X Link](https://x.com/SJCapitalInvest/status/2016534330357534800) 2026-01-28T15:30Z 10.6K followers, 43.2K engagements
"Its important to admit that I lied to you one time. $TE FYI I am going to be posting less incessantly about $TE My position is larger than its ever been and the path is clearer + less risky than when I bought the position. Ive averaged up over the last [--] weeks as well as it became de-risked. However the events of the past month FYI I am going to be posting less incessantly about $TE My position is larger than its ever been and the path is clearer + less risky than when I bought the position. Ive averaged up over the last [--] weeks as well as it became de-risked. However the events of the past"
[X Link](https://x.com/SJCapitalInvest/status/2016616994141851711) 2026-01-28T20:58Z 10.6K followers, 12.3K engagements
"The deeper I look into $AMPX the more I like it. Trading at half the valuation of $ENVX but growing about 3x as fast with significantly better tech and approaching profitability. At the intersection of drones and batteries. - Best Tech - 200% YOY growth - Elite sector -Cheaper than comps Im sizing up here. Not hard to see the difference looking at the quarterly growth of each company and they are cheaper https://twitter.com/i/web/status/2016863760216998362 https://twitter.com/i/web/status/2016863760216998362"
[X Link](https://x.com/SJCapitalInvest/status/2016863760216998362) 2026-01-29T13:19Z 10.6K followers, 12.7K engagements
"This is why sector the most important pillar of Asymmetric Investing $OSS $LPTH $AMPX green while the rest is dead. Without sector momentum the rest doesnt matter. Asymmetric Pillars are: - Hot Sector - High Growth - Cheap Valuation Sector Trumps all https://t.co/uXnwgshvsN https://t.co/uXnwgshvsN"
[X Link](https://x.com/SJCapitalInvest/status/2016942612100391241) 2026-01-29T18:32Z 10.5K followers, 20.4K engagements
"@DeNebulord Im not claiming I invented the company or that Im the first. Im simply claiming Im buying it"
[X Link](https://x.com/SJCapitalInvest/status/2016994272474472822) 2026-01-29T21:58Z 10.6K followers, [---] engagements
"Ive reached the point where I have to start taking everything this guy says seriously. Hes posted this twice now so hes kinda pounding the table. Going to look into $AAOI this weekend. Have not looked into this yet deeply but top line I can see data center revenue acceleration and margin expansion just on a quarter over quarter basis . Domestic production. Product Improves data center output. $aaoi https://t.co/hNNpzPiXup https://t.co/hNNpzPiXup"
[X Link](https://x.com/SJCapitalInvest/status/2017263334371041392) 2026-01-30T15:47Z 10.6K followers, 89.9K engagements
"My Investing App Stack: Yahoo Finance (free) - Price Tracking / Historic Earnings StockTwits (free) - Upcoming earnings expectations and eps Seeking Alpha (paid) - Earnings Transcripts / Articles Gemini (paid) - Charting / Research This is 99% of my research Thats it. https://twitter.com/i/web/status/2017272354133401911 https://twitter.com/i/web/status/2017272354133401911"
[X Link](https://x.com/SJCapitalInvest/status/2017272354133401911) 2026-01-30T16:23Z 10.6K followers, [----] engagements
"My wife really hates to see a Friday evening text from me. Shes a saint. $AMPX"
[X Link](https://x.com/SJCapitalInvest/status/2017577318709866724) 2026-01-31T12:34Z 10.5K followers, [----] engagements
"$AMPX I am officially pounding the table on this one. Bookmark this post because its important Bottomline: This stock is mis-priced by 4x It's not QUITE as nuts as the previous $TE value disconnect but its much cleaner than $SKYT ever was. This chart makes no sense and it won't stay this way. This is a bit dense but take a second to digest this data because it will matter. Breaking down this chart and EV/Sales: - Enterprise Value (EV) is like Market Cap but it takes into account debt or cash to get a more complete picture of the company health. *Debt* is added to market cap and *cash* is"
[X Link](https://x.com/SJCapitalInvest/status/2017605158339805574) 2026-01-31T14:25Z 10.6K followers, 43.2K engagements
"Fam I wrote a full $AMPX thesis through my asymmetric framework. Headline and a few screen shots as a preview: - Elite sector: Drones/Batteries - Hyper-growth: 200% YOY - Cheap: Less than half valuation of peer - Product: Best product in category doubling battery output/capacity (huge ROI and use case Not to mention probably [--] quarters from profitability with a clean balance sheet. Probably buying more Monday. Bookmark the report. There is a lot in there Hope you have fun with this one. I think its the best piece Ive delivered. S&J 🦅✨ https://t.co/sfZ8JOoEE4 https://t.co/sfZ8JOoEE4"
[X Link](https://x.com/SJCapitalInvest/status/2017813638178852987) 2026-02-01T04:13Z 10.4K followers, 18.4K engagements
"Oh wow you went big Yea Im actually upset I didnt just buy the first time I posted about it lol. But yes I am seeing all the signals here and somehow its less expensive than peers. Some of that probably due to Korea manufacturing but at this growth with the product differentiation the gap is too big. https://twitter.com/i/web/status/2017818194069651801 https://twitter.com/i/web/status/2017818194069651801"
[X Link](https://x.com/SJCapitalInvest/status/2017818194069651801) 2026-02-01T04:32Z 10.6K followers, [---] engagements
"@grok have you considered industry comps like $Envx and $ONDS. Can you comp their growth rates also assuming each company beats upcoming quarter expectations by 10%. With these assumptions compare the EV/sales of each company and give us your sense of how $AMPX is trading against these comps given their rate of growth and total revenue. Also pull the compound annual growth rate of the applicable battery and drone battery space Use seeking alpha and yahoo finance for accurate company data during comps. Does this info change your pov on stock price upside"
[X Link](https://x.com/SJCapitalInvest/status/2017943494510157895) 2026-02-01T12:49Z 10.5K followers, [---] engagements
"Fam I shared an $AMPX investment thesis last night link in comments. This is the framework I used to qualify it (and others like $TE and $SKYT) as a potential 10x stock: Macro: Increased global conflict and emergence of AI warfare Sector Disruption: Drones increasingly at the forefront of war and commercial use Bottlenecks: Battery weight/power limits drone use case and flight optionally Company Selection: $AMPX delivers best product extending flight time 2x Best Stock: $AMPX trading at significant discount to peers while growing 2x as fast. Great Sunday reading. S&J 🦅✨"
[X Link](https://x.com/SJCapitalInvest/status/2018006326429815065) 2026-02-01T16:59Z 10.6K followers, 18.7K engagements
"A lot of Fin-X accounts gave top [----] picks. How many of them will go back and give performance updates one month in YTD Performance: S&J Picks : 11.6% S&P 500: 1.37% QQQ: .95% Pick by Pick Audit 📈 : [--]. $TE (T1 Energy): +28.2% Many of you know this is my largest position in real life that wont change. Thesis is stronger than ever. Market waking up to solar moment and Elon has become our personal Big Solar Lobby. Still early. [--]. $NBIS (Nebius) -5.3% My "Neocloud" pick. I owned this but sold a few days into the year for more $TE. This sector will drag/be unstable until one of them shows the"
[X Link](https://x.com/SJCapitalInvest/status/2018040860164661517) 2026-02-01T19:16Z 10.6K followers, 17.7K engagements
"Ive gotta be honest Im pretty sick of this negative commentary on AI as a research/productivity tool. You guys are about to get smoked by another version of you who uses AI better than you. If you havent figured it out yet I work at the leading AI company. Im in meetings with product Eng and clients all day talking about this stuff. You know what no one ever says: I cant use this response or information becuase you used AI to get it You know what my clients on [--] and [--] figure deals are saying: How are you using AI to be more efficient and give me better results and how can I better use AI to"
[X Link](https://x.com/SJCapitalInvest/status/2018045166532309310) 2026-02-01T19:33Z 10.4K followers, 17.4K engagements
"My portfolio by weighting headed into February (approx. ) [--]. $TE: 35% (Solar/AI Energy) - Portfolio anchor. Not going anywhere. Much more upside. I have to talk myself out of full-porting every day. Elon now pounding the solar drum. Still see $25 this year [--]. $AMPX: 20% (Batteries/Drones) - Most excited I have been about a stock since $SKYT. May consolidate here. Sector alignment + growth + valuation is truly elite. 3A. $IBRX: 10% (Biotech/Cancer) - Simply cant not be a part of this. Im not a biotech guy but the progress here sounds real on progress towards cancer control. I dont need to run"
[X Link](https://x.com/SJCapitalInvest/status/2018145500562698653) 2026-02-02T02:12Z 10.5K followers, 32.3K engagements
"Thank you sir. I feel good about it. Took me a week or so to figure out how to re-adjust with the $skyt acquisition as that was my #2 spot. Incredible [--] week trade. Bummer acquisition. But I feel great about it now. Really digging into $AMPX I feel comfortable really leaning in there. I know these companies are all small and volatile but I would be comfortable closing my eyes for [--] months with this port and checking back. https://twitter.com/i/web/status/2018154308051542424 https://twitter.com/i/web/status/2018154308051542424"
[X Link](https://x.com/SJCapitalInvest/status/2018154308051542424) 2026-02-02T02:47Z 10.6K followers, [----] engagements
"$TE @T1_Energy CEO Dan Barcelo and Big Solar Lobby President @elon are fired up. Thesis is stronger than ever and now we have some friends in high places carrying our water. Happy Monday Mission Accepted Time to Build American Solar Mission Accepted Time to Build American Solar"
[X Link](https://x.com/SJCapitalInvest/status/2018301947262984197) 2026-02-02T12:34Z 10.4K followers, 14.1K engagements
"Big month for $AMPX Sharing some key event dates. Potential updated price targets from Oppenheimer and TD Cowen Plus a drone show No shortage of potential catalysts here. $AMPX February Events Schedule Oppenheimer Emerging Growth Conference February 3-4 [----] TD Cowen Annual Aerospace & Defense Conference February 11-12 [----] Drone Show Korea [----] February 25-27 [----] $AMPX February Events Schedule Oppenheimer Emerging Growth Conference February 3-4 [----] TD Cowen Annual Aerospace & Defense Conference February 11-12 [----] Drone Show Korea [----] February 25-27 2026"
[X Link](https://x.com/SJCapitalInvest/status/2018337311725875293) 2026-02-02T14:54Z 10.6K followers, [----] engagements
"$EOSE I am not dumping on this stock because I do see the vision and I get the allure. But at the current valuation with the expectations of 3xing revenue quarter over quarter. And a history of missing expectations recently by 20-30%. The risk here is extremely EXTREMELY elevated. I know a lot of my followers own this stock and I might get 💩 for this but I just want to make sure everyone is aware of the current situation. This is trading at a very very elevated multiple and this is the show me quarter. I absolutely hope they crush. We know the market demand is 100% there just look at all the"
[X Link](https://x.com/SJCapitalInvest/status/2018342112710865393) 2026-02-02T15:13Z 10.6K followers, 16.8K engagements
"@Browpeak I dont feel like delivering facts is dumping. They missed the last [--] quarters by an average over 20% My tweets wont impact the price not sure why this upsets you"
[X Link](https://x.com/SJCapitalInvest/status/2018358177255878777) 2026-02-02T16:17Z 10.4K followers, [---] engagements
"$AMPX Gemini Chart + Fundamental Analysis: 2/2/26 Post Market --- What is This: For those who are new followers this is something I have been doing on $TE and $SKYT for months. They have proven to be incredibly accurate and insightful. I data dump multiple reports write ups recent news and deep research reports into the same context window within Gemini flooding the system with info. I then upload multiple technical charts into the system and ask it for an update incorporating both real world macro and business data and aligning it with the technical chart. I do not edit or manipulate these."
[X Link](https://x.com/SJCapitalInvest/status/2018453428675154399) 2026-02-02T22:36Z 10.6K followers, 21K engagements
"@DeNebulord Its looking at [--] charts from [--] years with multiple signals. It has a wider context window. One of the reasons I like it and its been so accurate. Larger data set. Not saying its perfect but you have seen the results and its accuracy"
[X Link](https://x.com/SJCapitalInvest/status/2018475694511341931) 2026-02-03T00:04Z 10.6K followers, [---] engagements
"AI has no Alpha $TE + $AMPX = +50% of my portfolio. Exact Portfolio w/ Commons + Options Percentage Breakdown: I posted an approximate portfolio yesterday however as I looked closer it was not as close as I thought. I also added options vs commons breakdown. [--]. $TE The "AI Infrastructure" Core (34%) (Shares + Calls): My https://t.co/kRlp6Lsy1V Exact Portfolio w/ Commons + Options Percentage Breakdown: I posted an approximate portfolio yesterday however as I looked closer it was not as close as I thought. I also added options vs commons breakdown. [--]. $TE The "AI Infrastructure" Core (34%)"
[X Link](https://x.com/SJCapitalInvest/status/2018715785468727298) 2026-02-03T15:58Z 10.6K followers, 11.5K engagements
"@PrasanthInvests I have. I dont like the ethiopia loop hole. $TE is leveraging an intentionally protectionist policy. $TOYO is exploiting a trade loop-hole with a country with which we have poor relations. I dont like the risk/institutional investment profile"
[X Link](https://x.com/SJCapitalInvest/status/2018721519590093177) 2026-02-03T16:21Z 10.6K followers, [---] engagements
"The Nasdaq is currently down 1.5% on the day. I am breaking through All Time Highs and accelerating. Its really this simple: Sector Everything $TE $AMPX $OSS $LPTH $IBRX $ASTS https://t.co/wDlZiek7At https://t.co/wDlZiek7At"
[X Link](https://x.com/SJCapitalInvest/status/2018738572308684893) 2026-02-03T17:29Z 10.6K followers, 10.5K engagements
"Understanding Todays Sell-Off: 🔹AI Eats Everything🔹 Anthropics release of a Legal AI assistant tool has exacerbated fears that AI will eat SAAS. Thus software stocks are being sold off aggressively. The scale of this has triggered market algos and set off a wider selling cascade. Unclear how long (days/weeks) this will last however I view it an opportunity to use cash to get allocation into companies that are being thrown out by algos yet have no software risk or exposure. I am still watching but if this continues for a period I will dip into my cash and increase my exposure to my core"
[X Link](https://x.com/SJCapitalInvest/status/2018766497016160655) 2026-02-03T19:20Z 10.4K followers, 19.4K engagements
"$AMPX Domestic Production News Closes Hole in Thesis (+12%) In my POV they just closed the one crack they had in their investment thesis: Domestic Production. Here is what we already had The Details: - 200% YOY growth - Elite sector exposure (Drones / Defense / Energy) - Best drone battery by factor of 2x (flight time) - 1-2 quarters away from profitability - Compressed multiple to comps - Chart in bullish position The one issue they had which I called out in my thesis was that their manufacturing chain was 100% offshore adding risk in the current tariff heavy increasingly protectionist"
[X Link](https://x.com/SJCapitalInvest/status/2018895183304167906) 2026-02-04T03:51Z 10.4K followers, 14.9K engagements
"$TE $ENPH posted strong earnings this morning beating on revenue earning and guidance. While this is not directly correlated to $TE it is indeed a positive tailwind for the sector and will likely continue to lift investor sentiment on solar. $ENPH is 90% residential solar inverters commercial and industrial solar uses larger block inverters so they are serving different segments. However with solar frame and software producer $NXT posting blowout earnings last month and being up +30% this year in combination with the Elon + Business community pounding the drum all the sudden solar starts so"
[X Link](https://x.com/SJCapitalInvest/status/2019033192217333957) 2026-02-04T12:59Z 10.6K followers, 10.8K engagements
"$OSS Still a big fan of this one. - Sector - Balance sheet - Scarcity - Growth - Valuation All are elite. I think we are bouncing here after a huge run and cool off. Starting to add some more options here. Slowly 🔹 https://t.co/bVCoBShm2Y https://t.co/bVCoBShm2Y"
[X Link](https://x.com/SJCapitalInvest/status/2019067086446657895) 2026-02-04T15:14Z 10.5K followers, 13.3K engagements
"$OSS Sniped some options right as we touched $9. Incredible bounce right after fully trusting Gemini on this entry. Lets see how these look in the spring. $OSS Still a big fan of this one. - Sector - Balance sheet - Scarcity - Growth - Valuation All are elite. I think we are bouncing here after a huge run and cool off. Starting to add some more options here. Slowly 🔹 https://t.co/3WAcTrhP8a $OSS Still a big fan of this one. - Sector - Balance sheet - Scarcity - Growth - Valuation All are elite. I think we are bouncing here after a huge run and cool off. Starting to add some more options"
[X Link](https://x.com/SJCapitalInvest/status/2019074162363367764) 2026-02-04T15:42Z 10.5K followers, [----] engagements
"@DeNebulord I think they are still running exceptionally cheap to comps they have nailed down several preliminary orders with large partners (aerospace + military) that could turn into a large order at any moment Still think high likelihood for acquisition"
[X Link](https://x.com/SJCapitalInvest/status/2019076555587076551) 2026-02-04T15:52Z 10.4K followers, [---] engagements
"@ShortSeller Bookmarking this. Will be sure to circle back"
[X Link](https://x.com/SJCapitalInvest/status/2019191668742787541) 2026-02-04T23:29Z 10.4K followers, [---] engagements
"Likely deploying about 1/3 of my cash today. Looking at: - $TE and $AMPX specifically. Commons or long dated options likely January [----]. Exact Portfolio w/ Commons + Options Percentage Breakdown: I posted an approximate portfolio yesterday however as I looked closer it was not as close as I thought. I also added options vs commons breakdown. [--]. $TE The "AI Infrastructure" Core (34%) (Shares + Calls): My https://t.co/kRlp6Lsy1V Exact Portfolio w/ Commons + Options Percentage Breakdown: I posted an approximate portfolio yesterday however as I looked closer it was not as close as I thought. I"
[X Link](https://x.com/SJCapitalInvest/status/2019395606075375681) 2026-02-05T13:00Z 10.4K followers, 11.5K engagements
"@squeezingshort I know $Amat well. Great steady compounder with great margins. Not the type of growth company I am currently focused on but as an investment I like it"
[X Link](https://x.com/SJCapitalInvest/status/2019398536194883807) 2026-02-05T13:11Z 10.4K followers, [---] engagements
"@footyhead32 I wouldnt spend it all yet. Allocate 33-50% Could be more FUD if algos get carried away"
[X Link](https://x.com/SJCapitalInvest/status/2019405162259865709) 2026-02-05T13:38Z 10.4K followers, [---] engagements
"$TE This is Stephen Millers wife and Elons former communications advisor. Stephen Miller is one of Trumps top aids and Lead Homeland Security Advisor. ☀Do you see it yet☀ 🔹 Solar energy is the energy of the future. Giant fusion reactor up there in the sky - we must rapidly expand solar to compete with China. Solar energy is the energy of the future. Giant fusion reactor up there in the sky - we must rapidly expand solar to compete with China"
[X Link](https://x.com/SJCapitalInvest/status/2019416679202132446) 2026-02-05T14:23Z 10.6K followers, [----] engagements
"I talk a lot about Macro driven investing. To do that effectively you need to research beyond stocks and weave together the macro environment where its headed and how it funnels down to investment. @Beth_Kindig is a must follow as she is always ahead of the cycle. Earlier this month I joined @cvpayne in studio to discuss my top AI stock pick for [----] -- a company solving one of the most mission-critical constraints in AI data centers: power. https://t.co/YG7gHyTTMs Earlier this month I joined @cvpayne in studio to discuss my top AI stock pick for [----] -- a company solving one of the most"
[X Link](https://x.com/SJCapitalInvest/status/2019418016644260156) 2026-02-05T14:29Z 10.4K followers, [----] engagements
"@JustinChua38211 Easiest is just to not check your account on days like yesterday unless you need buy something"
[X Link](https://x.com/SJCapitalInvest/status/2019421564526366810) 2026-02-05T14:43Z 10.4K followers, [---] engagements
"@tilmancompounds I have owned it over the last few years. Not currently. However it is getting to a place that is tempting to park a lot of cash and give myself some diversification"
[X Link](https://x.com/SJCapitalInvest/status/2019435547916398797) 2026-02-05T15:38Z 10.4K followers, [---] engagements
"Top [--] Stocks I am Eying on this Pullback: $TE: AI adoption accelerating energy gap widening solar lobby ( Elon Chamath Jensen Sundar Satya) getting louder. Messaging from White House on solar has pivoted. $AMPX: Signed domestic manufacturing partner revenue accelerating drone CAGR accelerating $BE: Off grid energy becoming premium margin expanding projecting massive sequential growth $CRDO: Leading Data center connectivity solution TAM too big for photonics to eat big tech capex acceleration confirmed by $MSFT $GOOG $META $IREN/ $CIFR / $NBIS / $WULF: Potentially more pain ahead for this"
[X Link](https://x.com/SJCapitalInvest/status/2019439405350404484) 2026-02-05T15:54Z 10.6K followers, 15.8K engagements
"I hold my plays for months or years to allow the thesis to play out. I held all my plays through November and added several times hence my huge gains. We have different strategies. Being down 30-40% in a pullback is something that is build into my cost of business. All this did was lower my $AMPX average. Its not a crap out its market fluctuations in a high beta stock. Play your game. It works for you. Mine works for me. Best of luck"
[X Link](https://x.com/SJCapitalInvest/status/2019483424302498016) 2026-02-05T18:49Z 10.5K followers, [---] engagements
"I am down $220k in two days in this portfolio. This is the reality of a pullback in a concentrated portfolio in high beta stocks: I am down about 20% in two days also note that 320k of this current 750k is cash. So this two day move is on a smaller base than it appears. Also note the drop in November. There are quite a bit of options in here none expire before July which increases the volatility. Reality Check: - If you cannot stomach something like this you should not have a concentrated portfolio particularly in high beta. But even big companies can see 15% moves on bad news or earnings. -"
[X Link](https://x.com/SJCapitalInvest/status/2019485946647855137) 2026-02-05T18:59Z 10.4K followers, 18K engagements
"@ArthurPhillipIV This page will continue to be built on honesty and transparency"
[X Link](https://x.com/SJCapitalInvest/status/2019494057672687948) 2026-02-05T19:31Z 10.4K followers, [---] engagements
"This $AH session feels like peak fear. I will be a buyer again tomorrow. Gradually. Deploy cash responsibly in a pullback. 🔹"
[X Link](https://x.com/SJCapitalInvest/status/2019531506209943587) 2026-02-05T22:00Z 10.6K followers, [----] engagements
"8:30PM est Agenda: - Background - Current Market Pullback - Investing Through Frameworks - Macro Thesis - Bottleneck Investing - Asymmetric Investing - $TE / $AMPX - Artificial Intelligence in Workforce and Beyond - The New S&J Brand and Vision https://x.com/i/spaces/1vOGwdrvQVNJB https://x.com/i/spaces/1vOGwdrvQVNJB"
[X Link](https://x.com/SJCapitalInvest/status/2019580185075675495) 2026-02-06T01:13Z 10.6K followers, 10.1K engagements
"Team I hosted my first Space last night. Attaching the link to recording here. We covered a lot of ground in [--] fast minutes: - Current Market Pullback - My Background and Investment Lens - Investing Through Frameworks - Macro Thesis - Bottleneck Investing - Asymmetric Investing - $TE / $AMPX - Artificial Intelligence in Workforce and Beyond - The New S&J Brand and Vision Takeaways: - I wont try to play intro music again sounds awful - I will get a new microphone - That was fun lets do it again Thanks for all those who tuned it. Lets keep winning S&J 🔹 8:30PM est Agenda: - Background -"
[X Link](https://x.com/SJCapitalInvest/status/2019723717568311611) 2026-02-06T10:43Z 10.5K followers, [----] engagements
"@bennybigbull Exactly. If not now you should never have owned it"
[X Link](https://x.com/SJCapitalInvest/status/2019741771425591761) 2026-02-06T11:55Z 10.4K followers, [---] engagements
"I dont generally buy in pre-market. However I was pretty cautious the last few days. I did instinctively feel like the post market last night was peak fear just because the floor fell out post close. We are at a level now (down 25/30%) where I am very comfortable buying. If we gap up at open I dont want to miss these prices. But if we gap down at open and go lower I have more cash and I am still happy I started buying here. Im never going to time the bottom but I like the current prices enough that I want to make sure I grabbed a solid amount"
[X Link](https://x.com/SJCapitalInvest/status/2019779533746983376) 2026-02-06T14:25Z 10.4K followers, [---] engagements
"Per my earlier post I was an aggressive buyer today. We could go lower next week I have a little dry powered left but I felt very comfortable adding at these levels $TE $AMPX $BE $LPTH More aggressively buying today. Adds: $TE $AMPX $LPTH $OSS Again Im not calling bottom but everything I have seen in earnings and the macro strengthens the thesis on my investments. Its come down to a level where I am very comfortable aggressively deploying capital. More aggressively buying today. Adds: $TE $AMPX $LPTH $OSS Again Im not calling bottom but everything I have seen in earnings and the macro"
[X Link](https://x.com/SJCapitalInvest/status/2019808983226405338) 2026-02-06T16:22Z 10.6K followers, [----] engagements
"I talked $AMPX last night in my space. Hear why I believe $AMPX battery leap is a fundamentally tide shifting breakthrough for Drone sector and poised for continued acceleration. Listen here for my current POV the macro and what I am looking at: [--] minute clip. S&J 🔹"
[X Link](https://x.com/SJCapitalInvest/status/2019814228727902651) 2026-02-06T16:43Z 10.6K followers, [----] engagements
"Team I opened my space last night covering the current market pullback. Hear why I am adding to my favorite positions right now and sleeping well. [--] min clip S&J 🔹"
[X Link](https://x.com/SJCapitalInvest/status/2019819096167284828) 2026-02-06T17:02Z 10.6K followers, [----] engagements
"@user889889 Didnt own either going into earnings. Buying $be on what I believe is a miss by the market right now on that report. But your point is 🎯"
[X Link](https://x.com/SJCapitalInvest/status/2019819100021879224) 2026-02-06T17:02Z 10.5K followers, [---] engagements
"They do. One of the core value props of their battery is that its much lighter. Currently there is a premium to be paid for weight in the aviation industry becuase weight directly impacts flight. But they currently manufacture for high performance sports cars where weight is a factors and a premium can be paid. Its a longer term market. Right now the value for money is drones. https://twitter.com/i/web/status/2020141238091940198 https://twitter.com/i/web/status/2020141238091940198"
[X Link](https://x.com/SJCapitalInvest/status/2020141238091940198) 2026-02-07T14:22Z 10.5K followers, [--] engagements
"🔹S&J [--] year Performance: +420%🔹 🔹S&J YTD Performance: +46%🔹 This feels appropriate following a pullback and minor bounce receipts in comments* [--] lessons from [----] I am executing on and where I have some concerns: [--]. Always have cash I promised myself in November I would never not have cash on hand for a pullback. Im proud of myself for peeling out 20% in January during the run up. It allowed me to deploy aggressively on Friday protecting gains and lowering my averages on core positions. [--]. Sell your options early I got caught in some tough options positions last year holding too close to"
[X Link](https://x.com/SJCapitalInvest/status/2020153207960310104) 2026-02-07T15:10Z 10.6K followers, [----] engagements
"Receipts: [--] year Notes: - None of the accounts use margin - Largest account uses commons and options - Blue account (not fidelity) at +313% has no margin or options only commons. I am most proud of this one. - Smaller fidelity account was an options only experiment for a few months starting in Q4. I have added in some commons recently to protect the gains. But I am very aggressive with that one https://twitter.com/i/web/status/2020154064944664597 https://twitter.com/i/web/status/2020154064944664597"
[X Link](https://x.com/SJCapitalInvest/status/2020154064944664597) 2026-02-07T15:13Z 10.6K followers, [----] engagements
"@twinil Thats how the fidelity app shows my 1yr. I kept unedited shots from the apps to show transparency. No point in me manipulating defeats the purpose of building trust"
[X Link](https://x.com/SJCapitalInvest/status/2020162638626304366) 2026-02-07T15:48Z 10.5K followers, [---] engagements
"I have done it previously. But I got out of it in [----] or so when the market turned. With the bull market and the AI macro moment last year I felt it was time to take back over. But its not the first time. However with how concentrated my portfolio is its dangerous in a bear market. https://twitter.com/i/web/status/2020166048075411480 https://twitter.com/i/web/status/2020166048075411480"
[X Link](https://x.com/SJCapitalInvest/status/2020166048075411480) 2026-02-07T16:01Z 10.5K followers, [---] engagements
"Investing through Frameworks Lets Me Move Faster and Be Right More Often: There is a lot to learn when you discover a new company - Sector - Product - Margins - Growth - leadership etc etc etc. Its a ton of information to decipher and its overwhelming. Its too slow. When I find a company I can get 90% of the way to a decision in about [--] minutes. 🔹S&J Investment Framework🔹: - Do they align with my macro thesis - Are they in a momentum sector I have previously defined and studied - Are they solving a bottleneck - Is revenue growing rapidly - Are they at a compressed multiple to peers Thats"
[X Link](https://x.com/SJCapitalInvest/status/2020206498069070130) 2026-02-07T18:42Z 10.6K followers, [----] engagements
"Does that feel like a momentum sector right now Too many questions about long term profit debt GPU depreciation. I think long term it will work out but the street is going to treat all those companies with skepticism until one of them figures out how to then the corner. I said this in my Space you have unlimited opportunities. Dont need to force it where the market is fighting you"
[X Link](https://x.com/SJCapitalInvest/status/2020243763184967932) 2026-02-07T21:10Z 10.5K followers, [--] engagements
"@ShortsHoward Looking into this. Have you dug into their ability to find an alternate/replace. I agree its concerning"
[X Link](https://x.com/SJCapitalInvest/status/2020247300367585318) 2026-02-07T21:24Z 10.5K followers, [---] engagements
"$TE $AMZN outbids utility company in Seattle for solar farm. The AI energy race heats up Amazon outbids Washington utility company on massive [----] acre solar farm https://t.co/TlpSzeslfo The AI energy race heats up Amazon outbids Washington utility company on massive [----] acre solar farm https://t.co/TlpSzeslfo"
[X Link](https://x.com/SJCapitalInvest/status/2020255889803080150) 2026-02-07T21:58Z 10.6K followers, 37.4K engagements
"@HMoneyTalks1 @HayekAndKeynes This is really accelerating now"
[X Link](https://x.com/SJCapitalInvest/status/2020256004840276400) 2026-02-07T21:59Z 10.5K followers, [--] engagements
"@ShortsHoward No. This was incredibly important. I believe I have put the pieces together here and there is a solve likely already in place. Still deep diving and kicking the tires but will write something up tomorrow. Ill tag you when I do. Thank you for flagging"
[X Link](https://x.com/SJCapitalInvest/status/2020291545770115195) 2026-02-08T00:20Z 10.5K followers, [--] engagements
"@Inspect444 Signal that the opportunity is as big as we think. Also a signal that Elon wants to control his own energy for xAI. Cant imagine they cut the subsidies if Elon wants them. Its years away. It wont hurt $TE. There is an energy gap now. Its positive overall"
[X Link](https://x.com/SJCapitalInvest/status/2020309380462485860) 2026-02-08T01:31Z 10.6K followers, [----] engagements
"They likely have already locked down a Korean partner probably group14 (just bought a factory in Korea the produces the correct material) to swap out the chinese material. They have an exclusive agreement with brazelius and they cant break it. But the China lift on material exports closes in November. Once China closes exports they can claim the contract they have is void and announce they have a new partner. If they didnt have a solve in place they would be stockpiling the material but their inventory last earnings call went down. Korea battery alliance allows them to mask who they buy from"
[X Link](https://x.com/SJCapitalInvest/status/2020461958642774508) 2026-02-08T11:37Z 10.5K followers, [--] engagements
"$TE My POV on Elon and $TSLA entering the solar space. Signals: - Elon doesnt do things that arent big business. - He is Trumps largest donor and biggest business/policy influencer - Factory is years away and energy crunch is here today. This is only positive. @Inspect444 Signal that the opportunity is as big as we think. Also a signal that Elon wants to control his own energy for xAI. Cant imagine they cut the subsidies if Elon wants them. Its years away. It wont hurt $TE. There is an energy gap now. Its positive overall. @Inspect444 Signal that the opportunity is as big as we think. Also a"
[X Link](https://x.com/SJCapitalInvest/status/2020485150639784309) 2026-02-08T13:09Z 10.6K followers, [----] engagements
"@burt_geoff Could be good or bad. Hard to speculate on something like that without more info"
[X Link](https://x.com/SJCapitalInvest/status/2020513189566332989) 2026-02-08T15:00Z 10.5K followers, [---] engagements
"@ShortsHoward"
[X Link](https://x.com/SJCapitalInvest/status/2020521531684643285) 2026-02-08T15:34Z 10.6K followers, [----] engagements
"The batteries they supply to the commercial sector are different and actually not as high performance as the military battery used for extended flight. The super high priced one is for military as they cant swap it out for an alternative. Missions wont work. They are likely/already have been working to refine the mixture with a Korean partner to solve this issue of the material swap. My POV is that if a few talking heads on X has spotted this issue leadership has been ahead of it for a significant amount of time. If they had not they would be stockpiling chinese powder to make sure there is"
[X Link](https://x.com/SJCapitalInvest/status/2020529715098845340) 2026-02-08T16:06Z 10.6K followers, [--] engagements
"@anthonyiseman @ENERGY Fair point. How do you weigh that against the activity on this account"
[X Link](https://x.com/SJCapitalInvest/status/2020532551249543371) 2026-02-08T16:17Z 10.6K followers, [----] engagements
"@johhnyWalkerAZ @anthonyiseman @ENERGY @SecretaryWright Biden renewed the section [---] tarrifs against China when he was in office. There is bipartisan agreement here. Dont disagree with your logic on exploring all POV but the idea that democrats dont want to protect US solar industry from China isnt based on data"
[X Link](https://x.com/SJCapitalInvest/status/2020556687648637052) 2026-02-08T17:53Z 10.6K followers, [---] engagements
"I made similar mistake. Made a ton of money in 2020-2021 in the market. Tied it up in a property I am in process of selling. Been running high end Airbnb. Its made money but not worth the headache and not nearly the returns or flex of the market. I will think much harder before giving up liquidity again. Very hard to reverse once its done. https://twitter.com/i/web/status/2020558135375561051 https://twitter.com/i/web/status/2020558135375561051"
[X Link](https://x.com/SJCapitalInvest/status/2020558135375561051) 2026-02-08T17:59Z 10.6K followers, [---] engagements
"@Inspect444 100%. My house is more liability than asset"
[X Link](https://x.com/SJCapitalInvest/status/2020561177722466354) 2026-02-08T18:11Z 10.6K followers, [--] engagements
"MAGA and Big Solar are on an Inevitable Collision Course for Two Reasons: Money 💰 and China The Money: Elon and Friends 💰💻 Elon is Trumps biggest donor. He not only needs solar because he needs power for xAI but he sees a lucrative business opportunity. Chamath has also recently chimed in. The reality is these guys Trumps biggest backers (more than big oil) are deeply invested in the AI sector. The know the numbers say their isnt enough energy to power the revolution. Regardless of how much Trump loves oil and coal those energy sources cannot power data centers. Trump is famously not"
[X Link](https://x.com/SJCapitalInvest/status/2020569723419681081) 2026-02-08T18:45Z 10.6K followers, [----] engagements
"Sharing a Very well stated and balanced $AMPX write up that it seems like almost nobody saw. Accurately captures and product leap here along with the rev growth + price disconnect. Land on essentially same conclusion I did: elite momentum sector hyper growth price disconnect elite product. I would also add the commercial side of the business for. EV and robotics is rapidly growing and not fully priced in due to the china risk I wrote about earlier today. https://t.co/3tDYaGOaqm https://t.co/3tDYaGOaqm"
[X Link](https://x.com/SJCapitalInvest/status/2020683365029208117) 2026-02-09T02:17Z 10.6K followers, 17.3K engagements
"@itschrisray Sweet lord how many excuses do people need to make to keep money in this investment. The market literally has unlimited opportunities. Bail"
[X Link](https://x.com/SJCapitalInvest/status/2020845015015338484) 2026-02-09T12:59Z 10.6K followers, [----] engagements
"@Compounds365 @5to9_MJ $envx is the direct comp. Covered their growth and valuations in my write up. https://t.co/sfZ8JOoEE4 https://t.co/sfZ8JOoEE4"
[X Link](https://x.com/SJCapitalInvest/status/2020845626682998856) 2026-02-09T13:01Z 10.6K followers, [---] engagements
"$OSS continues to expand their TAM open new revenue streams and become stickier in the Edge AI Defense sector. While this business continues to be undervalued from a growth/valuation perspective. My floor here is really around an acquisition. At an EV of under $200m this is an easy snack for a defense prime even at 2x current market cap. Very clean opportunity with high floor and upside. Rare for micro cap. 🚨 One Stop Systems $OSS and Tauro Technologies have announced a new production-ready architecture designed for real-time AI processing at the tactical edge. The HSB Sensor Bridge"
[X Link](https://x.com/SJCapitalInvest/status/2020849479327375867) 2026-02-09T13:17Z 10.6K followers, [----] engagements
"Totally my point is more around the fact that its hard for me to see a world where this isnt worth significantly more in [--] months. Even if they cant scale the business themselves someone buys the tech and plugs it in. Similar to $skyt there is a scarcity factor here that is worth more than the market cap to the right buyer. https://twitter.com/i/web/status/2020851325936783455 https://twitter.com/i/web/status/2020851325936783455"
[X Link](https://x.com/SJCapitalInvest/status/2020851325936783455) 2026-02-09T13:24Z 10.6K followers, [---] engagements
"@RaccoonHeadset The mortgage/rent gap doesnt look like that today. Also why shouldnt opportunity cost of being in a plug and play ETF not be baked into the formula Thats the accurate math in my pov but open to other perspectives"
[X Link](https://x.com/SJCapitalInvest/status/2020853051444060471) 2026-02-09T13:31Z 10.6K followers, [--] engagements
"@itssaltyyyy I didnt say that. Price is a factor. $BE is very expensive. But right now. They are the best overall for fast/ offgrid data center online power. Im looking at the numbers. $te is still mispriced. $be I wouldnt say is mispriced"
[X Link](https://x.com/SJCapitalInvest/status/2020876293634478378) 2026-02-09T15:03Z 10.6K followers, [---] engagements
"@JordaanTrades Just want to own what looks like the winner in what I believe to be a more aggressive energy delta than is priced in. I have a ton of $TE. $BE same value prop. As crazy as I am I have made a lot of money this past year diversification is just me using my logical brain"
[X Link](https://x.com/SJCapitalInvest/status/2020880079572586580) 2026-02-09T15:18Z 10.6K followers, [---] engagements
"$CRDO Ok maybe this should have been a buy call These mispricing will continue to pop up becuase the Wall-street doesnt understand technology. Photonics cant displace this. Scale of TAM is too big $CRDO too established. Their customers will pay more to secure inventory. This is not a buy call I am highlighting that there are mis-pricings all over the market regularly becuase Wall Street does not actually understand technology. $CRDO is only up 22% over the last year following a huge ai bubble pullback: - Credo provides high speed https://t.co/4V1PSo7VH8 This is not a buy call I am"
[X Link](https://x.com/SJCapitalInvest/status/2020897402593366064) 2026-02-09T16:27Z 10.6K followers, [----] engagements
"$TE I gave a short and somewhat flippant POV on the Elon $TSLA solar situation and how it impacts $TE. Heres a more more comprehensive view. Lets break it down to business vs sentiment risk. Business Risk: Zero - Elon needs years to build his own factories. The gap between the power demand and availability is too great for him to eat the market - He is also building for his own personal use. This is bullish as it shows how important this source is for AI hyperscalers - Elon going into the business shows that be views it as profitable - increases the chance subsidies remain as he is a key ally"
[X Link](https://x.com/SJCapitalInvest/status/2020904454292140192) 2026-02-09T16:55Z 10.6K followers, 16.1K engagements
"I dont expect a flush because I think are set up to beat expectations. I would have to see which companies youre comparing too. $BE and $NXT are the best comps from my view. $BE has same value prop. But obviously more advanced and mature with profit. $NXT is solar leader with growing revenue and backlog due to monopoly status similar to $TE https://twitter.com/i/web/status/2020920850892099607 https://twitter.com/i/web/status/2020920850892099607"
[X Link](https://x.com/SJCapitalInvest/status/2020920850892099607) 2026-02-09T18:00Z 10.6K followers, [---] engagements
"Yes most people are afraid to invest its disheartening when you try to talk them into it becuase you run into irrational arguments and they are in their own way. Fear I dont understand investing its scary and overwhelming. I work with people who have MBA and PHD leading major business and tactical projects but are afraid to mange their money or try to understand investing and retirement. Its not rational. And like @LouieInvests said misunderstanding risk: Long term there is a lot more risk in NOT taking measured risk than there is in taking it. I can guarantee you you wont be where you want"
[X Link](https://x.com/SJCapitalInvest/status/2020955143508750420) 2026-02-09T20:17Z 10.6K followers, [----] engagements
"I thought photonics killed $crdo @SJCapitalInvest Some crazy after hours action going on now @SJCapitalInvest Some crazy after hours action going on now"
[X Link](https://x.com/SJCapitalInvest/status/2020969396647100884) 2026-02-09T21:13Z 10.6K followers, [----] engagements
"@buckeye3842 You jumped recently or now"
[X Link](https://x.com/SJCapitalInvest/status/2020970852691460549) 2026-02-09T21:19Z 10.6K followers, [---] engagements
"My $TE thesis is top down here is what would invalidate it: - Slower uptake in ai services from mega cap tech customers - Lowering capex guidance from mag7 - Miraculous breakthrough in energy technology that solves growing ai energy gap - Governent kills domestic protections for solar. - $TE fails feoc compliance These are structural changes that would have to occur. Its less about $TE than it is about the environment which dictates that their inventory is in high demand due to business needs of mega cap customers who are fighting for energy. If AI uptake profitability and growth continues I"
[X Link](https://x.com/SJCapitalInvest/status/2020975258384142620) 2026-02-09T21:37Z 10.6K followers, [----] engagements
"We need to pump the breaks. Plenty of companies engage in marketing telling their story and driving investor excitement without it being a red flag. Additionally some of the largest deals I have worked on in my career did not allow for public announcement for a myriad of reasons no news isnt bad news. The CAO removal could be good or bad but we are making broad assumptions here with very very limited information. https://twitter.com/i/web/status/2020980219147059652 https://twitter.com/i/web/status/2020980219147059652"
[X Link](https://x.com/SJCapitalInvest/status/2020980219147059652) 2026-02-09T21:56Z 10.6K followers, [---] engagements
"$TE Facts are your friends. This week showed why Know What You Own is more than just a catch phrase. It can come off as condescending or chest pounding but at the core: ❗Its really about protecting yourself from your emotions during a downturn❗ The surest way to do something materially damaging to https://t.co/k0hbi9zOoY This week showed why Know What You Own is more than just a catch phrase. It can come off as condescending or chest pounding but at the core: ❗Its really about protecting yourself from your emotions during a downturn❗ The surest way to do something materially damaging to"
[X Link](https://x.com/SJCapitalInvest/status/2021011255121568197) 2026-02-10T00:00Z 10.6K followers, [----] engagements
"@tdogg2213 I am never going to try to talk anyone into an investment. If you feel the risk profile has changed you should do what you feel good about. CAO leaving is a real event it could mean something or it could mean nothing. Its not a crazy POV to let that bother you"
[X Link](https://x.com/SJCapitalInvest/status/2021032097734172853) 2026-02-10T01:22Z 10.6K followers, [--] engagements
"$CRDO is officially up 50% since this post [--] days ago (sadly I dont own it right now) To be fair I did say if I make a post a bunch of charts and circles you should start looking into I should take my own advice. 🤦 This is not a buy call I am highlighting that there are mis-pricings all over the market regularly becuase Wall Street does not actually understand technology. $CRDO is only up 22% over the last year following a huge ai bubble pullback: - Credo provides high speed https://t.co/4V1PSo7VH8 This is not a buy call I am highlighting that there are mis-pricings all over the market"
[X Link](https://x.com/SJCapitalInvest/status/2021035326018630083) 2026-02-10T01:35Z 10.6K followers, [----] engagements
"@william26694 It would not be used as standalone. Solar+Storage is very effective. Elon is an energy expert (electricity + rockets) and he is all in"
[X Link](https://x.com/SJCapitalInvest/status/2021201768210890820) 2026-02-10T12:37Z 10.6K followers, [---] engagements
"This exchange between you guys made my day. Here is the one spot I think we arent considering in this dialogue. The worst case scenario assumes the new CAO (40 years old strong resume and career likely a family not in prison) would takeover from the previous CAO knowing she refused to sign fraudulent documents then sign them himself. He would literally be risking prison time while there is a massive loose end (the previous CAO who would know the details) out in the wild to spill the beans. As an almost [--] year old with a real career and opportunities and above all else freedom. Is this a"
[X Link](https://x.com/SJCapitalInvest/status/2021218063924736004) 2026-02-10T13:41Z 10.6K followers, [---] engagements
"@RemoteNavigator @notarichtrader Why hasnt this devolved into name calling yet I thought we were on X not http://match.com http://match.com"
[X Link](https://x.com/SJCapitalInvest/status/2021760947468038458) 2026-02-12T01:39Z 10.6K followers, [---] engagements
"All jokes aside. Im here for money bro. When you have a chance maybe skim this. Its my investment philosophy. Also have another how to find 10x stocks which governs how I find my sectors etc. Im somewhere between a fundamental investor and a long term swing trader. https://x.com/sjcapitalinvest/status/2009463349768048901s=46 https://t.co/uXnwgshvsN https://x.com/sjcapitalinvest/status/2009463349768048901s=46 https://t.co/uXnwgshvsN"
[X Link](https://x.com/SJCapitalInvest/status/2021761374817251677) 2026-02-12T01:40Z 10.6K followers, [---] engagements
"Fam I put together a simple Guide to using AI for investing. If you follow me you know I have been on a hot streak ( $TE $SKYT and $OSS in the last [--] weeks) and the Gemini output Ive posted have been scary accurate. Many of you have asked about my prompting and how I am using it. I put it all together here in this guide. Its designed to be straight forward and simple with prompts you can rip and use. Hope its helpful please share if it is. S&J 🦅✨ https://t.co/4Tg3GtM8Fd https://t.co/4Tg3GtM8Fd"
[X Link](https://x.com/SJCapitalInvest/status/2012760008862159003) 2026-01-18T05:32Z 10.6K followers, 39.9K engagements
"The CFO of $TE already told us last quarter they are going to beat Q4 estimates by +10% We expect that module sales in the fourth quarter will exceed the cumulative total sales of the first three quarters of 2025." The Math: Q1: $64m Q2: $133m Q3: $210m Total: $407m Q4 Consensus Estimates: $368m ❗Q4 Expected Beat per CFO: 10.5%❗ The street still hasnt caught up to whats coming 🦅✨ https://twitter.com/i/web/status/2016510667293872232 https://twitter.com/i/web/status/2016510667293872232"
[X Link](https://x.com/SJCapitalInvest/status/2016510667293872232) 2026-01-28T13:56Z 10.6K followers, [----] engagements
"Fam I dropped a quick read on how I actually go about finding investments. It led me to $AVGO $ANET $IREN and $NBIS in [----]. Recently its led me to $TE $SKYT and $AMPX I am up +300% YOY and consistently outperform using this framework. Its a quick read. 🦅✨ https://t.co/wDlZiek7At https://t.co/wDlZiek7At"
[X Link](https://x.com/SJCapitalInvest/status/2016964828745584962) 2026-01-29T20:01Z 10.6K followers, 94.6K engagements
"$TE Gemini Update tonight"
[X Link](https://x.com/SJCapitalInvest/status/2018812132348035190) 2026-02-03T22:21Z 10.6K followers, [----] engagements
"$TE Gemini Technical + Macro Analysis 2/3/26 Post Market: Methodology: I use several different chart types across multiple time horizons and upload articles and give news search commands to round out context. All chats on $TE in the same context window for months to build a data set. I work to phrase questions in ways that are not leading towards answers and when in doubt I ask them in a more bearish form i.e. "is this the top if so be honest." AI is not perfect but it has shown to be a great tool for me when leveraged properly and with thoughtful pushback. TL:DR - Bullish strength in chart"
[X Link](https://x.com/SJCapitalInvest/status/2018883200634827185) 2026-02-04T03:03Z 10.6K followers, 27.5K engagements
"Added $TE @ $7.75"
[X Link](https://x.com/SJCapitalInvest/status/2019081529566085198) 2026-02-04T16:12Z 10.6K followers, [----] engagements
"$BE +15% AH $IREN -8% AH This may change tomorrow as market digests but this is pretty much what I expected. $BE Is the clear leader right now in offgrid fast DC power. We are seeing what that looks like as they scale and margins improve. Massive backlog as well and they have proven they can execute on it. $Iren Has front run a lot of growth expectations no room for a slip up or not hitting goals. Market punished them. I still like them long term but they need to prove efficient scale. Market will treat them harshly until then. All eyes on $IREN and $BE after the close for the AI energy"
[X Link](https://x.com/SJCapitalInvest/status/2019524451801468947) 2026-02-05T21:32Z 10.6K followers, 13.1K engagements
"Morning Not calling bottom but if youre not adding down here and nothing has changed Why do you own it and why werent you selling two days ago 🔹 $TE $AMPX"
[X Link](https://x.com/SJCapitalInvest/status/2019750634639995080) 2026-02-06T12:30Z 10.6K followers, [----] engagements
"When you and all your buddies are riding AI Energy and Defense sector plays to all time highs Then hit a two day flash crash. With a quick V shaped recovery. Only to find out your friend sold at the bottom. TGIF $TE $IREN $OSS $APLD $CIFR $AMPX $WULF $ONDS $NBIS (Yes I recognize the floor could fall out again Monday.) 🔹 https://twitter.com/i/web/status/2019883134649790824 https://twitter.com/i/web/status/2019883134649790824"
[X Link](https://x.com/SJCapitalInvest/status/2019883134649790824) 2026-02-06T21:17Z 10.6K followers, [----] engagements
"Great logical and macro focused write up on $BE Wall Street still doesnt understand the AI revolution and the Fast +Offgrid power premium. $BE is currently running away with this race. This investment not in line with my typical asymmetric style because of the valuation. This isnt a pound the table buy. But I think $BE is running away with this race and we are in the very early innings of this power crunch on what I believe is a long cycle here potentially a long term power demand change. A premium is deserved here due to solving bottleneck with cash flush buyers in a momentum sector. Bank of"
[X Link](https://x.com/SJCapitalInvest/status/2020181657400275110) 2026-02-07T17:03Z 10.6K followers, [----] engagements
"$ANET $AVGO $NBIS $IREN $CRDO $ALAB I am a thematic investor so I am always trying to figure out where the money is going and bottle neck is. Last year was chips connectivity and compute. Now we are on ai energy sovereign production and defense. Ill continue to rotate as the macro evolves. Sector momentum - Everything 🔹 https://twitter.com/i/web/status/2020241290164686977 https://twitter.com/i/web/status/2020241290164686977"
[X Link](https://x.com/SJCapitalInvest/status/2020241290164686977) 2026-02-07T21:00Z 10.6K followers, [---] engagements
"$TE By the time its clear the policy has shifted the re-rate will have taken place and the alpha arbitrage on the trade is gone. Those who want to be cautious and wait for everything to be set in stone will miss the big moves. Money is made before its consensus. His largest donor says its happening. His Sec of Homeland security wife (Katie miller) is pushing it as well. You need to be able to read tea leaves to beat the market. Hence me already being up 400% on this trade. But yes there is risk. Per the market. https://twitter.com/i/web/status/2020534965973262734"
[X Link](https://x.com/SJCapitalInvest/status/2020534965973262734) 2026-02-08T16:27Z 10.6K followers, [----] engagements
"Sharing mine here as well. I cover direct comps like $envx and adjacent comps like $onds https://x.com/sjcapitalinvest/status/2017807748205772848s=46 https://t.co/sfZ8JOoEE4 https://x.com/sjcapitalinvest/status/2017807748205772848s=46 https://t.co/sfZ8JOoEE4"
[X Link](https://x.com/SJCapitalInvest/status/2020845421414044107) 2026-02-09T13:01Z 10.6K followers, [----] engagements
"$BE @J0nathanKayy When I evaluate guidance I always look at the last years performance against estimates. They are beating guidance by about 20% quarterly. So I expect them to easily top that and it looks like if they beat by 20% they will grow 100% y/y from last years Q1 https://t.co/RG2T2sCG22 @J0nathanKayy When I evaluate guidance I always look at the last years performance against estimates. They are beating guidance by about 20% quarterly. So I expect them to easily top that and it looks like if they beat by 20% they will grow 100% y/y from last years Q1 https://t.co/RG2T2sCG22"
[X Link](https://x.com/SJCapitalInvest/status/2020873989124469140) 2026-02-09T14:54Z 10.6K followers, [----] engagements
"@jd_dhaliwj They compete with $NXT who seems to be growing much faster and have better tech/logistics. Deep researched $nxt and know $arry from that but have not independently researched them so take my feedback with a grain of salt"
[X Link](https://x.com/SJCapitalInvest/status/2020878883264811443) 2026-02-09T15:14Z 10.6K followers, [---] engagements
"My Asymmetric Investing Framework led to +400% YOY and +45% YTD gains Yes I have receipts Asymmetric Investment Criteria: - Undervalued (EV/Sales) - Hyper-growth (+30% YOY) - Momentum Sector Thats it. Over the past year and a half it led me into: $IREN $NBIS $CRDO $ANET $TE $AMPX and $AVGO I talked about my framework and the reality of concentrated portfolios on my space/pod during the market pullback last week. [--] second clip. S&J 🔹 https://twitter.com/i/web/status/2021034427686465983 https://twitter.com/i/web/status/2021034427686465983"
[X Link](https://x.com/SJCapitalInvest/status/2021034427686465983) 2026-02-10T01:32Z 10.6K followers, [----] engagements
"Day Two of Sharing a Great Under-followed Account: This is an awesome account that is using NotebookLLM (part of Gemini) to make images that simplify complex company operations. Highly recommend following. This is one of the best use cases for ai. Taking something complex and using the tool to simplify it in a way that is easy to digest for differnt learning styles. Last summer I took a [--] month course guided by Gemini to learn LLMs and AI infra. The best part of whenever I was confused I could ask it to explain things in different ways so I could grasp it. I would then repeat it back in my"
[X Link](https://x.com/SJCapitalInvest/status/2021222552958341496) 2026-02-10T13:59Z 10.6K followers, 17.2K engagements
"Agree. I will continue to slowly add $BE on dips as a core long term position until I see something in the broader AI energy story change. Feels very simple right now. Brain cant stop thinking about $BE (Bloom Energy). Yeah I know its probably annoying that 70% of my tweets are now about this company. 😅 But seriously: Bloom is starting to look like a once-a-cycle picks-and-shovels power story. Heres what keeps pulling me back: Bloom Brain cant stop thinking about $BE (Bloom Energy). Yeah I know its probably annoying that 70% of my tweets are now about this company. 😅 But seriously: Bloom is"
[X Link](https://x.com/SJCapitalInvest/status/2021257209665953833) 2026-02-10T16:17Z 10.6K followers, [----] engagements
"@pablomartimar I get it I have used Gemini / NotebookLLM a time or two. Still figuring it out 😉 Keep up the great work 🔹"
[X Link](https://x.com/SJCapitalInvest/status/2021344399758913887) 2026-02-10T22:03Z 10.6K followers, [---] engagements
"$TE Where are the offtake agreements they said were coming soon It seems there is a bit of a disconnect re: what soon means to retail investors vs in enterprise sales. My career is in enterprise sales and Ive done it at startups and big tech. The reality is we are talking about deal cycles that likely take between 9-18 months depending on the client the larger the client the longer the deal takes. So when a company like $TE (a startup) says they have deals they are closing soon and we know they are referring to big tech That could mean another quarter. Which is as long as it might take to go"
[X Link](https://x.com/SJCapitalInvest/status/2021684783345283148) 2026-02-11T20:36Z 10.6K followers, [----] engagements
"@Kaizen_Investor I have no shortage of frameworks https://x.com/sjcapitalinvest/status/2009463349768048901s=46 https://t.co/uXnwgshvsN https://x.com/sjcapitalinvest/status/2009463349768048901s=46 https://t.co/uXnwgshvsN"
[X Link](https://x.com/SJCapitalInvest/status/2021705127648739691) 2026-02-11T21:57Z 10.6K followers, [---] engagements
"@Kaizen_Investor Keep up the good work"
[X Link](https://x.com/SJCapitalInvest/status/2021705284117287311) 2026-02-11T21:57Z 10.6K followers, [--] engagements
"@SpaceSector001 Well said. 🤝 Most retail has never actually sat at the big table. People have to make a lot of uninformed assumptions"
[X Link](https://x.com/SJCapitalInvest/status/2021725994575446031) 2026-02-11T23:20Z 10.6K followers, [---] engagements
"I hear that. Here is the issue. We dont know when news a deal a partnership or a corporate announcement is going to take place that will validate our thesis or launch the company forward will happen. Example: $NBIS was my largest position last year when the $MSFT deal hit the wire. It has just broken into a bearish pattern and was trending down/losing support. You might tell your followers to wait because the chart is weak and its headed lower. I would not want to risk being out of the stock because my thesis was around compute scarcity and them landing a huge deal. Your advice would have had"
[X Link](https://x.com/SJCapitalInvest/status/2021749823787970744) 2026-02-12T00:54Z 10.6K followers, [---] engagements
"Great question. Debate and concern about the long term profitability of the AI cloud GPU sector and the depreciation timeline and viability of $NVDA chips inside these ai clouds. I.e. can these businesses actually turn a profit. This is what has kept $iren $crwv and $nbis down over the last [--] months even with skyrocketing revenue. This is also why I exited the sector in Oct/nov of last year as this became the prevalent conversation in that sector. Until one of them proves they can be profitable long term without big brother NVDA stepping in to foot the bill the sector will chop around. I"
[X Link](https://x.com/SJCapitalInvest/status/2021753609503785191) 2026-02-12T01:09Z 10.6K followers, [---] engagements
"I mean I hear you. But the stocks you picked to show there have thesis that didnt pan out. $TDoc cant figure out how to make a profit $Pton has revenue going backwards since pandemic $zoom got eaten by Google video and others. Etc etc. These arent good businesses who cares about the thesis from [----] If $TE puts up a shit quarter and cant hit numbers get towards profit and sign hyperscalers I will bail immediately. Because the thesis breaks. How about $crwd $net or $now which came from the came era and have made millionaires. We can cherry pick companies that didnt pan out but its on the"
[X Link](https://x.com/SJCapitalInvest/status/2021756892368822305) 2026-02-12T01:23Z 10.6K followers, [---] engagements
"Youre experiencing information arbitrage. I experience it all the time working at ****** and having been in SF in the middle of the tech sphere. You are now experiencing it as an accountant when people are saying things In your domain that you know dont make sense. I dont not respect the people who have opinions I literally know for a fact are wrong about tech companies or processes I try to educate them. Granted. There is a point where I cut them loose if they are more intentioned on proving they are right than listening to someone who knows the answer. But as you get further in your career"
[X Link](https://x.com/SJCapitalInvest/status/2021763356915319153) 2026-02-12T01:48Z 10.6K followers, [---] engagements
"@accounting_ds Correct. Imagine how I feel watching people talk about tech. all the time"
[X Link](https://x.com/SJCapitalInvest/status/2021766162288087346) 2026-02-12T01:59Z 10.6K followers, [---] engagements
"This is not a buy call I am highlighting that there are mis-pricings all over the market regularly becuase Wall Street does not actually understand technology. $CRDO is only up 22% over the last year following a huge ai bubble pullback: - Credo provides high speed connectivity solutions inside data centers. Preferred customers include xAI and $META - Profit increased 9x in [----] - They are guiding for almost 50% sequential q/q growth - Credo has beat earnings by an average of about 12% over the last year - $GOOG and $META both reported significantly larger increases in data center spending and"
[X Link](https://x.com/SJCapitalInvest/status/2019431586706399506) 2026-02-05T15:23Z 10.7K followers, 29.3K engagements
"$LPTH Earnings Revenue expectation: $14.96M Delivered: $16.4M (roughly 18% beat) My take: Feels incredibly positive. Acquisition is brining down the profit but the business is growing at a rapid clip with margin improvement. Lets see how market digests. - Financial Performance Revenue: $16.4 million an increase of 120% year-over-year (vs. $7.4 million in Q2 FY25). Gross Profit: $6.0 million (37% margin) up from $1.9 million (26% margin) in the prior year period. Net Loss: $9.4 million (vs. $2.6 million loss in prior year). Note: This includes a $7.6 million non-cash charge related to the fair"
[X Link](https://x.com/SJCapitalInvest/status/2021695936599089376) 2026-02-11T21:20Z 10.7K followers, [----] engagements
"Chartists vs Investors: Can We Stop This There an interesting dynamic on Fin-X that Ive seen boiling over quite a few times particularly in volatile markets. 🔹Chart Traders vs Fundamental Investors🔹 The story goes Chartist: They told you to buy this stock 15% up but now youre underwater and the chart looks bearish Investor: Yea I just averaged down and doubled my position. If it goes down more Ill add and tell my followers to add too. We are doing completely different things. We have to stop comparing these methods and chest pounding (I wont get into the fact that charts turning bearish"
[X Link](https://x.com/SJCapitalInvest/status/2021743305587896333) 2026-02-12T00:29Z 10.7K followers, [----] engagements
"$TE The CAO removal has clearly shaken the $TE retail community. I am not going to talk anyone into staying invested. We all have to follow our instincts. I respect those who feel otherwise and especially those who are honest with their followers. Follow your conviction. @MatchaBoy5 @BlackPantherCap People have to follow their conviction and investment philosophies. If he ends up being right and it tanks more he would be upset he didnt listen to his gut. And I bet he could live with it if they put up with +$400m this quarter and explode because he followed his conviction. @MatchaBoy5"
[X Link](https://x.com/SJCapitalInvest/status/2021759135306371501) 2026-02-12T01:31Z 10.7K followers, 10.5K engagements
"Need recs for small accounts doing great work on fin-x to share ideally under [----] followers but under [----] is fine. Feel free to recommend yourself Dont be offended if i dont pick you today I am doing this every day 🔹"
[X Link](https://x.com/SJCapitalInvest/status/2022058377631903954) 2026-02-12T21:20Z 10.7K followers, [----] engagements
"Fam Im gonna break character here for a second and just acknowledge that this is a really hard fucking market since Oct/Nov. This is hard right now. 🔹But thats the deal we signed up for🔹 I also want to acknowledge that I feel I have maybe the most educated and rational following of anyone Ive seen on this platform and it doesnt go unnoticed. These drawdowns have been swift aggressive and recurring. Yet I am consistently surprised with the level of composure and rationality my followers shows through this. $LPTH crushing earnings was a huge deal today given what we are seeing. I believe all"
[X Link](https://x.com/SJCapitalInvest/status/2022114213133443412) 2026-02-13T01:02Z 10.7K followers, [----] engagements
"@Inspect444 $TTE is a builder/developer of solar farms. They would buy merchandise from $TE to execute on Google order. This is unequivocally bullish. If this is why we are down people are dumber than I thought. Yes the accounting lead change could be part of it. Thats not ideal"
[X Link](https://x.com/SJCapitalInvest/status/2020913168927563826) 2026-02-09T17:30Z 10.7K followers, [---] engagements
"Nothing in the thesis has changed in fact we had a new mega-cap solar deal today ( $goog+ $TTE) in the space. Daily price action doesnt change the thesis and the macro is stronger than its been so Im sitting on my hands after adding heavily Friday. Agree. Folks have been tagging me all day so just giving my pov https://twitter.com/i/web/status/2020983491454959707 https://twitter.com/i/web/status/2020983491454959707"
[X Link](https://x.com/SJCapitalInvest/status/2020983491454959707) 2026-02-09T22:09Z 10.7K followers, [---] engagements
"@blulla1 @James5225118482 I mean. Im obviously a $TE bull. I dont want to make more of it than what it is but it wasnt a mid level dude and its filing season. I dont think the selloff is warranted and I am still long here but lets be intellectually honest about what the facts are"
[X Link](https://x.com/SJCapitalInvest/status/2021987636102201395) 2026-02-12T16:39Z 10.7K followers, [---] engagements
"$FSLR Downgraded Today by BMO likely to drag on $TE Truly this is one of the dumbest investment notes Ive ever seen. Particularly on the back of yesterdays blowout report by solar frame/software leader $NXT Downgrade Logic: - Entering historic energy crunch caused by AI and data center demand supported by mega tech Capx. - $FSLR sold out $NXT delivers record quarter margin and backlog new entrant $TE selling everything before its producer. - Tech companies buying solar companies and renewable providers to lock in demand - Richest man in the world and shrewd businessman Elon Musk sees critical"
[X Link](https://x.com/SJCapitalInvest/status/2016862467091992968) 2026-01-29T13:14Z 10.6K followers, [----] engagements
"$TE Relative strength feels a bit better today ✅ $TE We have been spoiled the last few months but today was definitely the most frustrating price action we have seen from a relative strength perspective in a while. I think its a combo of the Elon shadow + CAO ouster. Nothing in the thesis has changed in fact we had a new $TE We have been spoiled the last few months but today was definitely the most frustrating price action we have seen from a relative strength perspective in a while. I think its a combo of the Elon shadow + CAO ouster. Nothing in the thesis has changed in fact we had a new"
[X Link](https://x.com/SJCapitalInvest/status/2021310830118113727) 2026-02-10T19:50Z 10.6K followers, [----] engagements
"@HeikoBusiness I promised this guy I would circle back on this $OSS post. I thought I would need to wait longer but here we are Today I will be circling back. 😉"
[X Link](https://x.com/SJCapitalInvest/status/2021591789128274198) 2026-02-11T14:26Z 10.6K followers, [---] engagements
"$TE Investment Thesis: Why I own over $400k and made it my Largest Position A bit about me so you can put this in context. - Im [--] years old - Work in sales at a leading tech company - Have [--] kids and a wife. - Most of this is in 401k and increasingly Roth accounts as I convert I am a real person with responsibilities and people counting on me and my income. I state this to say that this is not play money. How I invest I invest in themes and sectors with macro tailwinds constantly reading every news source I can looking for patterns signals and overlapping trends I can get into before the"
[X Link](https://x.com/SJCapitalInvest/status/1995677041547505838) 2025-12-02T02:10Z 10.7K followers, 270.1K engagements
"$TE We have been spoiled the last few months but today was definitely the most frustrating price action we have seen from a relative strength perspective in a while. I think its a combo of the Elon shadow + CAO ouster. Nothing in the thesis has changed in fact we had a new mega-cap solar deal today ( $goog+ $TTE) in the space. Daily price action doesnt change the thesis and the macro is stronger than its been so Im sitting on my hands after adding heavily Friday. Again unless they legitimately broke something or messed up a blowout is coming. The ☀ will rise tomorrow. 🔹"
[X Link](https://x.com/SJCapitalInvest/status/2020973770463171032) 2026-02-09T21:31Z 10.6K followers, 16.6K engagements
"$TE is one of my core holdings. Ive made and cashed in a ton on it. Respect the POV however IMO the market dynamics right now (energy crunch and limited supply of fast offgrid power+ no other supplier of tax credit approved solar vendors) leaves them with significantly more upside than downside. But your opinion is obviously well informed and reasonable. 👍 https://twitter.com/i/web/status/2021707945449496713 https://twitter.com/i/web/status/2021707945449496713"
[X Link](https://x.com/SJCapitalInvest/status/2021707945449496713) 2026-02-11T22:08Z 10.6K followers, [---] engagements
"@5to9_MJ This is my thesis. If $TE exists and can deliver product it will explode. Its less about the company than it is the structural macro environment and physics of AI"
[X Link](https://x.com/SJCapitalInvest/status/2022044796827971684) 2026-02-12T20:27Z 10.7K followers, [---] engagements
"Test my guide with this Gemini prompt using Pro or Thinking mode: Here is an article highlighting how to find the best stocks. Please use the method highlighted in this article and do a broad scan of geopolitics and tech trends over the last [--] months. Recommend [--] sectors to focus on for the coming 12-18 months that should accelerate and offer opportunities. Identify the likely bottlenecks and recommend [--] companies in each sector. Specifically look for companies under 5bn market cap. Use seeking alpha and yahoo finance to find most recent market cap data when identifying companied See article"
[X Link](https://x.com/SJCapitalInvest/status/2017001211837223203) 2026-01-29T22:25Z 10.7K followers, 17.1K engagements
"+10 GW of Solar + Big Tech deals since early [----] that we know of: I wrote yesterday that my $TE thesis is top down. Meaning its about the macro energy deficient environment and structural tax incentives dictating buyers use their product. I also wrote that facts are your friends. Here are the facts: [--]. The speed and scale of solar + big tech AI energy deals is accelerating [--]. There are two USA solar companies who can offer tax credits and have any production scale; $FSLR and $TE [--]. $FSLR is sold out for at least another year. [--]. AI does not work without energy. [--]. The buyer pool is flush"
[X Link](https://x.com/SJCapitalInvest/status/2021184974146203681) 2026-02-10T11:30Z 10.7K followers, [----] engagements
"The Rhetoric Surrounding American Solar is About to Change Elon has been sounding the Alarm Chamath laid out the Playbook Trump just gave the Signal Lets get into the mechanics of wha just happened and what it means for $TE @T1_Energy S&J Take on the Trump/Elon/Chamath Solar Signal Before I get into the weeds lets be clear about what we just watched. Trump reposting that Chamath clip wasnt just a "lower inflation" pitch. It was a submission to physics. There is no other way to close the energy gap besides solar. Trump frequently does this. He will re-post a video or take from another"
[X Link](https://x.com/SJCapitalInvest/status/2015465948774351304) 2026-01-25T16:45Z 10.7K followers, 50K engagements
"http://x.com/i/article/2016958246649507841 http://x.com/i/article/2016958246649507841"
[X Link](https://x.com/SJCapitalInvest/status/2016963424865972450) 2026-01-29T19:55Z 10.7K followers, 178.8K engagements
"http://x.com/i/article/2017783566969516032 http://x.com/i/article/2017783566969516032"
[X Link](https://x.com/SJCapitalInvest/status/2017807748205772848) 2026-02-01T03:50Z 10.7K followers, 111.6K engagements
"Its very reasonable to want to sell $TE now after such a run in a short period of time this is not crazy. My POV is that from a business fundamental perspective the business is still extremely cheap and trading at a compressed multiple when comped to both $NXT and $FSLR while growing significantly faster. This justifies continued multiple expansion. Additionally the street is projecting around $365M for earnings when the CFO gave guidance previously of over $400m it seems this catalyst is waiting for us. There is of course downside following such a big positive move however institutional"
[X Link](https://x.com/SJCapitalInvest/status/2018653217437978997) 2026-02-03T11:50Z 10.7K followers, [----] engagements
"Exact Portfolio w/ Commons + Options Percentage Breakdown: I posted an approximate portfolio yesterday however as I looked closer it was not as close as I thought. I also added options vs commons breakdown. [--]. $TE The "AI Infrastructure" Core (34%) (Shares + Calls): My highest conviction trade. Thesis: You cannot build AI data centers without their interconnect hardware. The backlog is real; the moat is wide. Plan: Holding for the multi-year repricing. [--]. $AMPX "Defense/Energy/Drone" Play (27%) Shares + Calls + Warrants Thesis: The U.S. military and commercial drones need 100% non-Chinese"
[X Link](https://x.com/SJCapitalInvest/status/2018703831433969918) 2026-02-03T15:11Z 10.7K followers, 49.2K engagements
"🔹Todays Lesson🔹 - Dont invest money you need short term you end up selling on days like today - Dont follow and invest without conviction you end up selling when you should be buying - Never get overconfident No one truly knows whats coming next. Not even Gemini 🔹"
[X Link](https://x.com/SJCapitalInvest/status/2019081730624290929) 2026-02-04T16:12Z 10.7K followers, 40.6K engagements
"@jfredz5 $NXT was on my top [--] list coming into the year. Its already run a bunch after a blowout report. Prettt much a monopoly on frames and software that runs the panels"
[X Link](https://x.com/SJCapitalInvest/status/2020504259222265895) 2026-02-08T14:25Z 10.7K followers, [---] engagements
"$AMPX: 200% y/y growth On Discount due to China Problem They have likely already solved it: Here is why I am betting +$500k the market is missing the puzzle pieces here Background: Best Battery on the Market Amprius has the best commercial battery on the market (2X energy density and flight) and is growing revenue 173% YoY likely 200% after Q4 earnings. Yet the stock trades at a massive discount because the market fears the "China Risk." Their commercial anode powder comes from a Chinese partner (Berzelius) and chinese battery export controls are set to kick back in this November. The market"
[X Link](https://x.com/SJCapitalInvest/status/2020521301421519246) 2026-02-08T15:33Z 10.7K followers, [----] engagements
"$BE / $TE This Morgan Stanley note on $WULF and $CIFR is calling out what everyone in the AI industry knows but Wall Street still hasnt priced in. There is no way to close the Data Center AI Energy gap. They just put price targets of +150% on both Our analysis shows a systemic shortage of AI compute-related supply which drives the need for increasing volumes of 'time to power' solutions" They added that capital expenditure updates from hyperscalers support the thesis that compute and power demand will likely exceed supply. Every energy source will be needed at full capacity to compete in this"
[X Link](https://x.com/SJCapitalInvest/status/2020865768557052115) 2026-02-09T14:21Z 10.7K followers, [----] engagements
"I scrapped a bit off every position and added a significant amount of $BE this morning. As my portfolio gets larger I want to park in some secular winners that have runway. Even if valuation isnt perfect. I think we are very early here. Added $BE Jan [----] leaps. It looks like they are running away with the Bring Your Own Power data center race. - Hyper revenue growth - Margin expansion - Growing backlog - Industry Tailwinds - Continued capex growth from mag7 Not an asymmetric play because its fairly https://t.co/jUzbUj1ywG Added $BE Jan [----] leaps. It looks like they are running away with the"
[X Link](https://x.com/SJCapitalInvest/status/2020871892685504688) 2026-02-09T14:46Z 10.7K followers, [----] engagements
"@BlackPantherCap Its been crushing first solar which truly makes no sense. Could 100% view it as a buying opportunity assuming execution follows by $TE"
[X Link](https://x.com/SJCapitalInvest/status/2020905827754787131) 2026-02-09T17:01Z 10.7K followers, [----] engagements
"Seeing all my stocks dive 5% at open after I spent all my cash dip buying last Friday. $TE $BE $AMPX $ASTS $LPTH"
[X Link](https://x.com/SJCapitalInvest/status/2021235684149735536) 2026-02-10T14:51Z 10.7K followers, [----] engagements
"Hey Team I want to clarify a few things about my investing framework/style for those who are following some of my plays ( $TE $OSS $AMPX $LPTH) I am not a short term swing trader momentum trader day trader or chart trader. I will incur and go through drawdowns. I am a thesis investor. I use charting and signals in my research as a tool to guide when I may enter or add to a position but it is a tertiary signal not a leading one If the chart of an investment I am in turns bearish but the fundamentals valuation story and sector are still strong I am not selling. I am likely buying This means I"
[X Link](https://x.com/SJCapitalInvest/status/2021581891791380799) 2026-02-11T13:47Z 10.7K followers, 10.2K engagements
"$OSS New deal for One Stop Systems. $OSS Current market cap/enterprise value is a joke ( $200m EV $233m market cap) I dont know if there is a better high floor / higher ceiling play in the market. 📈 🚨 BREAKING NEWS 🚨 One Stop Systems $OSS lands a major commercial robotics deal with a leading autonomous construction and mining manufacturer 🏗⛏ Key Highlights: 🔸The Deal: OSS to provide Gen5 ruggedized liquid-cooled servers for heavy equipment. 🔸Revenue: $2M in https://t.co/ryILktZ7jM 🚨 BREAKING NEWS 🚨 One Stop Systems $OSS lands a major commercial robotics deal with a leading autonomous"
[X Link](https://x.com/SJCapitalInvest/status/2021586056487797177) 2026-02-11T14:04Z 10.7K followers, [----] engagements
"@accounting_ds Honestly gorgeous pumpfake and execution by the market. High skill level on that one"
[X Link](https://x.com/SJCapitalInvest/status/2021610547897151655) 2026-02-11T15:41Z 10.7K followers, [---] engagements
"City of Dreams 🗽"
[X Link](https://x.com/SJCapitalInvest/status/2021631818290930076) 2026-02-11T17:06Z 10.7K followers, [----] engagements
"@TLEROY5 @PepInvestStocks @BlackScholesMan Not concerned with $LPTH AH action. Flat/slightly down post report right now is the equivalent of +15% in [----]. Company is up 180% over [--] months. 120% yoy growth. Expanding margins. Growing backlog. This is an A+ report"
[X Link](https://x.com/SJCapitalInvest/status/2021707287811784827) 2026-02-11T22:05Z 10.7K followers, [----] engagements
"$TE Reality is whatever the reason behind the internal moves (good / bad/ otherwise). Stock is going to struggle until filing season is over and we have resolution. Emotionally prepare for that if you are holding through this. 🔹"
[X Link](https://x.com/SJCapitalInvest/status/2021957901909102935) 2026-02-12T14:41Z 10.7K followers, 12.9K engagements
"To be explicit: I have made no moves to sell any of my $TE and until I see something that explicitly breaks my thesis: - Not enough energy for AI - Off grid behind the meter mandate - Not enough solar panels in USA - Scarcity of FEOC compliant product I am not moving. 🔹"
[X Link](https://x.com/SJCapitalInvest/status/2022027743878427076) 2026-02-12T19:19Z 10.7K followers, [----] engagements
"Day [--] of sharing an under-followed FinX account. @Stockkof caught my eye because I havent seen an account like this and it aligns with my investment philosophy. Its 50% macro philosophical and 50% stock evaluation. If you follow me you know my investments are top down and more a factor of the macro environment than the company itself. Today I had a moment where I realized just how difficult this market has been since the big pullback in Oct/Nov (Nasdaq is down since Oct) and how fortunate I have been to continue to see big gains since then. The philosophies and thought process expressed by"
[X Link](https://x.com/SJCapitalInvest/status/2022100744703181059) 2026-02-13T00:09Z 10.7K followers, [----] engagements
"@user889889 @BlackScholesMan FWIW lawsuits is 100% a non factor"
[X Link](https://x.com/SJCapitalInvest/status/2022122387454800171) 2026-02-13T01:35Z 10.7K followers, [---] engagements
"Spotted Peter Tuchman just now leaving my Friday solo diner breakfast. Gotta be a sign. Green Day coming 💹"
[X Link](https://x.com/SJCapitalInvest/status/2022304727044694434) 2026-02-13T13:39Z 10.7K followers, [----] engagements
### Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```
Example response:
```json
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```
Example response:
```json
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
```
Schema:
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```
Example response:
```json
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
---
### Creator Time Series
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._
+ **start**: _The start time (unix timestamp) to go back to._
+ **end**: _The end time (unix timestamp) to stop at._
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```
Example response:
```json
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
```
Schema:
+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
---
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@SJCapitalInvest S&J Investments
S&J Investments posts on X about $te, $ampx, ai, solar the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] -45%
- [--] Month [---------] +64%
- [--] Year [---------] +7,528,814%
Mentions: [--] #
- [--] Week [---] -16%
- [--] Month [---] +64%
- [--] Year [-----] +112,200%
Followers: [------] #
- [--] Week [------] +2.90%
- [--] Month [------] +64%
CreatorRank: [-------] #
Social Influence
Social category influence finance 37.31% stocks 29.85% technology brands 9.45% countries 6.47% celebrities 5.97% cryptocurrencies 1.99% automotive brands 1% exchanges 0.5%
Social topic influence $te #6, $ampx #2, ai 16.92%, solar #659, investment #767, $skyt #8, $be #71, $oss #6, money 7.46%, in the 6.97%
Top accounts mentioned or mentioned by @denebulord @inspect444 @blackpanthercap @accounting_ds @squeezingshort @t1energy @shortshoward @anthonyiseman @tdogg2213 @ron_trades @spacanpanman @calammint @macroresurf @mithus10xinvest @accountingds @user889889 @leonmensbridge @kaizeninvestor @johhnywalkeraz @raccoonheadset
Top assets mentioned SkyWater Technology, Inc. (SKYT) Bloom Energy Corporation (BE) Nebius Group N.V. Class A Ordinary Shares (NBIS) Nextracker Inc. (NXT) First Solar, Inc. (FSLR) Credo Technology Group Holding Ltd (CRDO) Iris Energy Limited (IREN) Ondas Holdings Inc. Common Stock (ONDS) IonQ, Inc. (IONQ) Enovix Corporation Common Stock (ENVX) Klaviyo, Inc. (KVYO) ImmunityBio, Inc. Common Stock (IBRX) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Broadcom, Inc. (AVGO) Arista Networks Inc (ANET) TotalEnergies SE (TTE) ZetaChain (ZETA) Pinterest, Inc. (PINS) Tesla, Inc. (TSLA) Cipher Mining Inc. Common Stock (CIFR) TeraWulf Inc. (WULF) Alphabet Inc Class A (GOOGL)
Top Social Posts
Top posts by engagements in the last [--] hours
"Relax Take a deep breath. Go for a walk. Close your phone. Unless your rent money is in there its just a little short term pain. The market is pricing in less rate cuts with positive job numbers. This is part of it. Check back tomorrow or Monday. 🔹 🔹Todays Lesson🔹 - Dont invest money you need short term you end up selling on days like today - Dont follow and invest without conviction you end up selling when you should be buying - Never get overconfident No one truly knows whats coming next. Not even Gemini 🔹 https://t.co/2WMEjykZeL 🔹Todays Lesson🔹 - Dont invest money you need short term"
X Link 2026-02-11T15:22Z 10.7K followers, [----] engagements
"$TE Great image better post. 🤝 The market is overreacting to the $TE Chief Accounting Officer news and it's creating a buying opportunity. Here's what actually happened: On February 5th $TE terminated Denise Cruz (CAO) and immediately appointed Tom Mahrer as the new Chief Accounting Officer and Corporate https://t.co/ZajoSXTUA9 The market is overreacting to the $TE Chief Accounting Officer news and it's creating a buying opportunity. Here's what actually happened: On February 5th $TE terminated Denise Cruz (CAO) and immediately appointed Tom Mahrer as the new Chief Accounting Officer and"
X Link 2026-02-11T20:44Z 10.7K followers, [----] engagements
"Day [--] of sharing an Under-Followed account: Not as small as others Ive shared but should be much larger. @Kaizen_Investor is posting clinical level overviews. I love this page because he has a level of depth and clarity but also brevity. Highly recommend following. $AMPX is becoming the primary target for smart money as institutions aggressively accumulate shares at current levels. The attached graph shows a massive shift in volume. $AMPX produces the most powerful lithium ion batteries in existence by replacing traditional graphite with https://t.co/AoFRcRtFfz $AMPX is becoming the primary"
X Link 2026-02-11T21:44Z 10.7K followers, 26.1K engagements
"My Personal Framework for outperforming the market through research and concentrated capital deployment Note: This is my own personal investing system. This is not gospel it is not a known and accredited investing framework. It is not without risk. However this is how I have learned to invest and I have significantly outperformed the market with this framework during bull cycles. It is not for everyone and it is higher risk than more traditional and diversified strategies. When drawdowns come in a concentrated portfolio it can be fast and aggressive and you need to appropriately weigh that"
X Link 2026-01-09T03:12Z 10.7K followers, 167.6K engagements
"@accounting_ds Guess which company is growing a billion times faster. (Assumes $TE does $400m in Q4)"
X Link 2026-01-27T23:08Z 10.7K followers, [----] engagements
"Added $BE Jan [----] leaps. It looks like they are running away with the Bring Your Own Power data center race. - Hyper revenue growth - Margin expansion - Growing backlog - Industry Tailwinds - Continued capex growth from mag7 Not an asymmetric play because its fairly valued I just expect this to continue and I want to have some money along for the ride. https://twitter.com/i/web/status/2019791560435470425 https://twitter.com/i/web/status/2019791560435470425"
X Link 2026-02-06T15:13Z 10.7K followers, 10.4K engagements
"$TE Where are the offtake agreements they said were coming soon It seems there is a bit of a disconnect re: what soon means to retail investors vs in enterprise sales. My career is in enterprise sales and Ive done it at startups and big tech. The reality is we are talking about deal cycles that likely take between 9-18 months depending on the client the larger the client the longer the deal takes. So when a company like $TE (a startup) says they have deals they are closing soon and we know they are referring to big tech That could mean another quarter. Which is as long as it might take to go"
X Link 2026-02-11T20:54Z 10.7K followers, [----] engagements
"Looking at positives in a choppy moment. Of the stocks Im covering ( $TE $AMPX $OSS $LPTH) One of them has reported and it went exceptionally well ( $LPTH) High beta continues to get thrashed overall lets get to the rest of these reports. Need more data. 🔹"
X Link 2026-02-12T15:31Z 10.7K followers, [----] engagements
"To be explicit: I have made no moves to sell any of my $TE and until I see something that explicitly breaks my thesis: - Not enough energy for AI - Off grid behind the meter mandate - Not enough solar panels in USA - Scarcity of FEOC compliant product I am not moving. 🔹"
X Link 2026-02-12T19:02Z 10.7K followers, [----] engagements
"The response to my $skyt write-up has been awesome. Taking suggestions for next weeks growth stock deep-dive. Please drop in the comments and I will open a poll tonight for voting. A few on my radar: - $KRKNF - $ONDS - $SUUN - $SEI - $PL - $FLNC What do you want to see https://t.co/YD7UuxXRd5 https://t.co/YD7UuxXRd5"
X Link 2026-01-05T14:47Z 10.6K followers, 17.3K engagements
"I liked what I saw with $zeta (valuation chart OpenAI catalyst). Felt the floor was very high with strong chance of breakout and catchup to peer multiples (Trading less than 50% value of $pins/ $kvyo) Money had to come from somewhere and I wasnt selling $te $skyt $be or $nbis Money had to come from somewhere and I had done the least research on $KTOS. $ktos was the best value between $onds $ktos and $krknf but I had to move something. 🤷♂ Wasnt negative. Just had to scalp something. I only have a few positions. https://twitter.com/i/web/status/2009287506743677080"
X Link 2026-01-08T15:34Z 10.6K followers, [---] engagements
"@stocktradingleo $ZETA Also trading at half (or less) of the multiple of its peers $KVYO and $PINS Margin expansion and recent flip to profit. Business fundamentals easily justify a double and we just got a catalyst. I expect a huge move here in the first half of the year"
X Link 2026-01-09T17:16Z 10.6K followers, [---] engagements
"@kxc99999 There is a reason I didnt comp them to $app. App has elite margins and trades at a much higher multiple. Not claiming they get there. Im looking at $HUBS and $KVYO"
X Link 2026-01-10T15:27Z 10.5K followers, [---] engagements
"Fam I need suggestions for stocks to search and write up. Heres what Im looking for: - Under 5bn market cap (lower is better) - Material revenue and growth (at least 30% annual) - Sexy Sector (AI Defense Space Quantum Energy etc) Ideal submission style - Ticker - Sector - Market cap - Last quarters revenue and annual or quarterly revenue growth percentage. - One sentence on why you love it. I know Im asking a lot but if you follow this format you have a much better chance of me looking into it. Notes: - Sector is the most important variable - If they are getting closer to or just flipped to"
X Link 2026-01-12T23:57Z 10.6K followers, [----] engagements
"$TE OpenAI looking to solar+batteries to power their data centers. The thesis at this point: - There is not enough energy - Data centers need to bring their own energy - Gas turbine shortage and backlog - Nuclear is [----] or later - $FSLR is sold out for years. - $TE only feoc compliant USA producer with capacity. This is just math. $TE OpenAI selected SB Energy to build and operate a [---] GW data center site in Milam County Texas which will be powered by new solar generation and battery storage. https://t.co/8g9Tnm2p6j $TE OpenAI selected SB Energy to build and operate a [---] GW data center"
X Link 2026-01-14T10:21Z 10.4K followers, 13.8K engagements
"If you enjoy this piece please see my other Article: Guide to Asymmetric Investing There is also an accompanying piece the AI Prompt Cheat Sheet. I do however recommend reading this first. Foreword: Why You are Better with AI I have been open since I started posting that AI and specifically Gemini play a key role in my investment research process. It does not make decisions for me but it allows me to make better and faster decisions. I believe (1) breadth; the amount of investment opportunities I can review and (2) depth; the amount and type of information I am able to pull and review and (3)"
X Link 2026-01-18T04:35Z 10.6K followers, 139K engagements
"Examining The Facts: OpenAI/Softbank Solar Farm Texas $TE and the Domestic Supply Chain So @accounting_ds and I have been messaging about this for a few days we agreed we wouldnt post about it because we didnt want to move from supporters to pumpers / rumor starters. However I think the facts here are compelling enough to lay them out responsibly and let you guys decide what you think may or may not be happening. Hopefully I have built enough trust that you know I wouldnt post things simply for engagement and work to be responsible. Please take this as information not confirmation."
X Link 2026-01-19T18:01Z 10.5K followers, 29.2K engagements
"$TE Gemini update tonight after market close. I want it to have the full day of data. Also a story about $FSLR TOPcon patent dropped which is relevant to $TE. This will also be included. I dont know where the bottom of this pullback is. But I can tell you now its a buy"
X Link 2026-01-21T18:33Z 10.4K followers, [----] engagements
"$AMPX Is pretty interesting. Revenue: Pretty insane growth 100% YOY Sector: specialize in drone batteries but can scale to other devices too. (Both elite in asymmetric sceener) The have beaten earnings by an average of 25% over the past year. So they should do like $29m this quarter which will take their annual growth over 100% Chart looks pretty lined up too. Price is Significantly below all consensus price targets. Only [--] things I dont love: - manufacture in Korea (best battery tech but with current state not ideal) - its not dirt cheap like I like but if you project forward earnings its"
X Link 2026-01-23T00:04Z 10.4K followers, 27.7K engagements
"This might be the elite [----] stack. $TE - onshore USA data center solar $SKYT - onshore semi/defense/space/quantum $OSS - onshore ai brains into military equipment $LPTH - onshore optics for defense and thermal imagine $AMPX - elite drone batteries (off shore but likely DoD compliant) ( $IBRX ) - potentially curing cancer / making chemo obsolete All except $IBRX you could argue are cheap. but they might have cured cancer. I cant see how you dont 2x overall if youre spread evenly across these. https://twitter.com/i/web/status/2014688420010819739"
X Link 2026-01-23T13:15Z 10.6K followers, 70.3K engagements
"I think the scarcity of what $TE is delivering against the clientele who have deep pockets puts them in the most unique situation. $skyt is awesome but slightly handicapped by their current deal on the fab [--] with their margins short term. They ae selling product back to old owner at lower margin than they could. But that will flip later. For now I cant see how $TE isnt essntially booked out. No other USA supplier has product. https://twitter.com/i/web/status/2015229796549075180 https://twitter.com/i/web/status/2015229796549075180"
X Link 2026-01-25T01:06Z 10.6K followers, [---] engagements
"@SkepticalBaba @ArneLutsch @T1_Energy Every supplier using topcon will have the issue. Not specific to $TE. Doesnt change the supply/demand curve and the buyers deep pockets. They will just pass on the extra cost"
X Link 2026-01-25T18:55Z 10.5K followers, [---] engagements
"I try not to put too much on the overnight price action But if the market actually decides to price $SKYT like a strategic national asset (spoiler alert it is.) This could get weird"
X Link 2026-01-26T01:55Z 10.6K followers, 11.9K engagements
"$SKYT Ill be the one to say it This deal sucks. Its cheap and its mostly stock from a company that has very propped up stock and no revenue. $IONQ is actually buying a real quantum company and barely paying premium. $SKYT was already underpriced. I dont want to get crazy but where is our chance to vote on this as shareholders. Is there something coming (govt grant/funds) that we dont know about that makes this make more sense Feels like highway robbery. I thought $60 was a lock this year with upside +$90 https://twitter.com/i/web/status/2015738844708999492"
X Link 2026-01-26T10:49Z 10.4K followers, 32.1K engagements
"Well $SKYT This isnt the news I thought I would wake up to this snowy Monday morning. In the end I will try not to be sad that its over but happy that it happened. I guess I just thought we had more ahead of us but we were a mere fling during cuffing season. We both got what we wanted I got my 🥜 (great pun) and you got your new home with a pent house view I could never give you. I expect these calls to pop a bit today and the commons to run a bit more but still I leave asking if we both sold ourselves short (another great pun). To better days and brighter futures. I guess I will always have"
X Link 2026-01-26T12:18Z 10.4K followers, 23.3K engagements
"Ok Im over $SKYT Got my head back on straight. Added $TE Ill be honest I was frazzled this morning. I saw my plan for the whole year (portfolio built around $te and $skyt) go up in smoke and it threw me off. I dont love that I jumped into $IonQ quickly I was still trying to own $skyt. While $IonQ is interesting its not $skyt Ill be honest I was frazzled this morning. I saw my plan for the whole year (portfolio built around $te and $skyt) go up in smoke and it threw me off. I dont love that I jumped into $IonQ quickly I was still trying to own $skyt. While $IonQ is interesting its not $skyt"
X Link 2026-01-27T14:42Z 10.4K followers, 13.5K engagements
"Initial thought it to spread my $SKYT options win over $LPTH $OSS and $AMPX Not pounding the table on these but I want the sector and I think they all go up likely with a lot of volatility but I want them this year in this cycle. Elite Growth + Sector with decent valuations is likely enough. Again expecting volatility. Well $SKYT This isnt the news I thought I would wake up to this snowy Monday morning. In the end I will try not to be sad that its over but happy that it happened. I guess I just thought we had more ahead of us but we were a mere fling during cuffing season. We both"
X Link 2026-01-27T14:55Z 10.4K followers, [----] engagements
"Surprised how much traction this emo $skyt post got. I think we all had a similar feeling yesterday like we got the rug pulled a little bit here. Obviously no crying in the casino and again unless you had options at a high strike price nobody got crushed. But that moment in the morning when you have to quickly digest information and figure out what to do with a significant amount of capital on a deal you dont love there is a real shot of adrenaline there to digest and manage. It sticks with you for a moment. Obviously this wasnt the worst deal of all time but for those of us who really went"
X Link 2026-01-27T15:06Z 10.5K followers, [----] engagements
"FWIW this is now my portfolio (but swap $skyt for $asts ) $TE - onshore USA data center solar $ASTS - Rockets and cell coverage $OSS - onshore ai brains into military equipment $LPTH - onshore optics for defense and thermal imagine $AMPX - elite drone batteries (off shore but likely DoD compliant) $IBRX - potentially curing cancer / making chemo obsolete This might be the elite [----] stack. $TE - onshore USA data center solar $SKYT - onshore semi/defense/space/quantum $OSS - onshore ai brains into military equipment $LPTH - onshore optics for defense and thermal imagine $AMPX - elite drone"
X Link 2026-01-27T16:27Z 10.5K followers, 26.6K engagements
"Went options heavy into this three headed monster this AM. It will be bumpy but I think these are sitting pretty for the [----] landscape. $OSS $AMPX $LPTH"
X Link 2026-01-27T19:37Z 10.4K followers, 26.5K engagements
"@AkivaLorenz I did. I was trying to hang onto $skyt. But I dont want Ionq"
X Link 2026-01-27T20:51Z 10.4K followers, [---] engagements
"$NXT Leading solar frame and software providers just absolutely demolished earnings. Record backlog Share buybacks Raised guidance $TE main supplier and partner. Probably nothing $NXT Q3 FY26: Revenue $909m up 34% YoY Net income $131m EPS $0.85 Adj. EBITDA $214m up 15% YoY Record backlog investment grade rating $500m buyback authorized Raised FY26 outlook https://t.co/JVsxgqm0Rq $NXT Q3 FY26: Revenue $909m up 34% YoY Net income $131m EPS $0.85 Adj. EBITDA $214m up 15% YoY Record backlog investment grade rating $500m buyback authorized Raised FY26 outlook https://t.co/JVsxgqm0Rq"
X Link 2026-01-27T22:19Z 10.5K followers, 20.8K engagements
"How do I know its still early on $TE Most posts I see from people who just added or are considering it are still calling it Speculative These people also own stocks that have 2-3x market cap and do 20% the revenue 🔋. If $TE hits earnings ($400m) they are trading at less than half the multiple (ev/sales) of two solar industry comps ( $FSLR / $NXT) but growing about 5x as fast. For people who dont get it yet this is a duopoly in American solar for data centers (fastest growing energy source in USA) and their only comp is sold out. The repricing is already underway; but when they print a $400m"
X Link 2026-01-27T23:55Z 10.6K followers, 21.6K engagements
"@mkfilko 45x tax credits coming. It will look like $fslr"
X Link 2026-01-28T00:04Z 10.4K followers, [---] engagements
"$TE Just closed single largest trade of my life. Bought [---] contracts for $0.90 Sold for +$5.10 Final tally: 465% in under [--] months +$350k on $60k Now what Re-up for more. IM NOT F$CKIN LEAVIN 💰 https://twitter.com/i/web/status/2016534330357534800 https://twitter.com/i/web/status/2016534330357534800"
X Link 2026-01-28T15:30Z 10.6K followers, 43.2K engagements
"Its important to admit that I lied to you one time. $TE FYI I am going to be posting less incessantly about $TE My position is larger than its ever been and the path is clearer + less risky than when I bought the position. Ive averaged up over the last [--] weeks as well as it became de-risked. However the events of the past month FYI I am going to be posting less incessantly about $TE My position is larger than its ever been and the path is clearer + less risky than when I bought the position. Ive averaged up over the last [--] weeks as well as it became de-risked. However the events of the past"
X Link 2026-01-28T20:58Z 10.6K followers, 12.3K engagements
"The deeper I look into $AMPX the more I like it. Trading at half the valuation of $ENVX but growing about 3x as fast with significantly better tech and approaching profitability. At the intersection of drones and batteries. - Best Tech - 200% YOY growth - Elite sector -Cheaper than comps Im sizing up here. Not hard to see the difference looking at the quarterly growth of each company and they are cheaper https://twitter.com/i/web/status/2016863760216998362 https://twitter.com/i/web/status/2016863760216998362"
X Link 2026-01-29T13:19Z 10.6K followers, 12.7K engagements
"This is why sector the most important pillar of Asymmetric Investing $OSS $LPTH $AMPX green while the rest is dead. Without sector momentum the rest doesnt matter. Asymmetric Pillars are: - Hot Sector - High Growth - Cheap Valuation Sector Trumps all https://t.co/uXnwgshvsN https://t.co/uXnwgshvsN"
X Link 2026-01-29T18:32Z 10.5K followers, 20.4K engagements
"@DeNebulord Im not claiming I invented the company or that Im the first. Im simply claiming Im buying it"
X Link 2026-01-29T21:58Z 10.6K followers, [---] engagements
"Ive reached the point where I have to start taking everything this guy says seriously. Hes posted this twice now so hes kinda pounding the table. Going to look into $AAOI this weekend. Have not looked into this yet deeply but top line I can see data center revenue acceleration and margin expansion just on a quarter over quarter basis . Domestic production. Product Improves data center output. $aaoi https://t.co/hNNpzPiXup https://t.co/hNNpzPiXup"
X Link 2026-01-30T15:47Z 10.6K followers, 89.9K engagements
"My Investing App Stack: Yahoo Finance (free) - Price Tracking / Historic Earnings StockTwits (free) - Upcoming earnings expectations and eps Seeking Alpha (paid) - Earnings Transcripts / Articles Gemini (paid) - Charting / Research This is 99% of my research Thats it. https://twitter.com/i/web/status/2017272354133401911 https://twitter.com/i/web/status/2017272354133401911"
X Link 2026-01-30T16:23Z 10.6K followers, [----] engagements
"My wife really hates to see a Friday evening text from me. Shes a saint. $AMPX"
X Link 2026-01-31T12:34Z 10.5K followers, [----] engagements
"$AMPX I am officially pounding the table on this one. Bookmark this post because its important Bottomline: This stock is mis-priced by 4x It's not QUITE as nuts as the previous $TE value disconnect but its much cleaner than $SKYT ever was. This chart makes no sense and it won't stay this way. This is a bit dense but take a second to digest this data because it will matter. Breaking down this chart and EV/Sales: - Enterprise Value (EV) is like Market Cap but it takes into account debt or cash to get a more complete picture of the company health. Debt is added to market cap and cash is"
X Link 2026-01-31T14:25Z 10.6K followers, 43.2K engagements
"Fam I wrote a full $AMPX thesis through my asymmetric framework. Headline and a few screen shots as a preview: - Elite sector: Drones/Batteries - Hyper-growth: 200% YOY - Cheap: Less than half valuation of peer - Product: Best product in category doubling battery output/capacity (huge ROI and use case Not to mention probably [--] quarters from profitability with a clean balance sheet. Probably buying more Monday. Bookmark the report. There is a lot in there Hope you have fun with this one. I think its the best piece Ive delivered. S&J 🦅✨ https://t.co/sfZ8JOoEE4 https://t.co/sfZ8JOoEE4"
X Link 2026-02-01T04:13Z 10.4K followers, 18.4K engagements
"Oh wow you went big Yea Im actually upset I didnt just buy the first time I posted about it lol. But yes I am seeing all the signals here and somehow its less expensive than peers. Some of that probably due to Korea manufacturing but at this growth with the product differentiation the gap is too big. https://twitter.com/i/web/status/2017818194069651801 https://twitter.com/i/web/status/2017818194069651801"
X Link 2026-02-01T04:32Z 10.6K followers, [---] engagements
"@grok have you considered industry comps like $Envx and $ONDS. Can you comp their growth rates also assuming each company beats upcoming quarter expectations by 10%. With these assumptions compare the EV/sales of each company and give us your sense of how $AMPX is trading against these comps given their rate of growth and total revenue. Also pull the compound annual growth rate of the applicable battery and drone battery space Use seeking alpha and yahoo finance for accurate company data during comps. Does this info change your pov on stock price upside"
X Link 2026-02-01T12:49Z 10.5K followers, [---] engagements
"Fam I shared an $AMPX investment thesis last night link in comments. This is the framework I used to qualify it (and others like $TE and $SKYT) as a potential 10x stock: Macro: Increased global conflict and emergence of AI warfare Sector Disruption: Drones increasingly at the forefront of war and commercial use Bottlenecks: Battery weight/power limits drone use case and flight optionally Company Selection: $AMPX delivers best product extending flight time 2x Best Stock: $AMPX trading at significant discount to peers while growing 2x as fast. Great Sunday reading. S&J 🦅✨"
X Link 2026-02-01T16:59Z 10.6K followers, 18.7K engagements
"A lot of Fin-X accounts gave top [----] picks. How many of them will go back and give performance updates one month in YTD Performance: S&J Picks : 11.6% S&P 500: 1.37% QQQ: .95% Pick by Pick Audit 📈 : [--]. $TE (T1 Energy): +28.2% Many of you know this is my largest position in real life that wont change. Thesis is stronger than ever. Market waking up to solar moment and Elon has become our personal Big Solar Lobby. Still early. [--]. $NBIS (Nebius) -5.3% My "Neocloud" pick. I owned this but sold a few days into the year for more $TE. This sector will drag/be unstable until one of them shows the"
X Link 2026-02-01T19:16Z 10.6K followers, 17.7K engagements
"Ive gotta be honest Im pretty sick of this negative commentary on AI as a research/productivity tool. You guys are about to get smoked by another version of you who uses AI better than you. If you havent figured it out yet I work at the leading AI company. Im in meetings with product Eng and clients all day talking about this stuff. You know what no one ever says: I cant use this response or information becuase you used AI to get it You know what my clients on [--] and [--] figure deals are saying: How are you using AI to be more efficient and give me better results and how can I better use AI to"
X Link 2026-02-01T19:33Z 10.4K followers, 17.4K engagements
"My portfolio by weighting headed into February (approx. ) [--]. $TE: 35% (Solar/AI Energy) - Portfolio anchor. Not going anywhere. Much more upside. I have to talk myself out of full-porting every day. Elon now pounding the solar drum. Still see $25 this year [--]. $AMPX: 20% (Batteries/Drones) - Most excited I have been about a stock since $SKYT. May consolidate here. Sector alignment + growth + valuation is truly elite. 3A. $IBRX: 10% (Biotech/Cancer) - Simply cant not be a part of this. Im not a biotech guy but the progress here sounds real on progress towards cancer control. I dont need to run"
X Link 2026-02-02T02:12Z 10.5K followers, 32.3K engagements
"Thank you sir. I feel good about it. Took me a week or so to figure out how to re-adjust with the $skyt acquisition as that was my #2 spot. Incredible [--] week trade. Bummer acquisition. But I feel great about it now. Really digging into $AMPX I feel comfortable really leaning in there. I know these companies are all small and volatile but I would be comfortable closing my eyes for [--] months with this port and checking back. https://twitter.com/i/web/status/2018154308051542424 https://twitter.com/i/web/status/2018154308051542424"
X Link 2026-02-02T02:47Z 10.6K followers, [----] engagements
"$TE @T1_Energy CEO Dan Barcelo and Big Solar Lobby President @elon are fired up. Thesis is stronger than ever and now we have some friends in high places carrying our water. Happy Monday Mission Accepted Time to Build American Solar Mission Accepted Time to Build American Solar"
X Link 2026-02-02T12:34Z 10.4K followers, 14.1K engagements
"Big month for $AMPX Sharing some key event dates. Potential updated price targets from Oppenheimer and TD Cowen Plus a drone show No shortage of potential catalysts here. $AMPX February Events Schedule Oppenheimer Emerging Growth Conference February 3-4 [----] TD Cowen Annual Aerospace & Defense Conference February 11-12 [----] Drone Show Korea [----] February 25-27 [----] $AMPX February Events Schedule Oppenheimer Emerging Growth Conference February 3-4 [----] TD Cowen Annual Aerospace & Defense Conference February 11-12 [----] Drone Show Korea [----] February 25-27 2026"
X Link 2026-02-02T14:54Z 10.6K followers, [----] engagements
"$EOSE I am not dumping on this stock because I do see the vision and I get the allure. But at the current valuation with the expectations of 3xing revenue quarter over quarter. And a history of missing expectations recently by 20-30%. The risk here is extremely EXTREMELY elevated. I know a lot of my followers own this stock and I might get 💩 for this but I just want to make sure everyone is aware of the current situation. This is trading at a very very elevated multiple and this is the show me quarter. I absolutely hope they crush. We know the market demand is 100% there just look at all the"
X Link 2026-02-02T15:13Z 10.6K followers, 16.8K engagements
"@Browpeak I dont feel like delivering facts is dumping. They missed the last [--] quarters by an average over 20% My tweets wont impact the price not sure why this upsets you"
X Link 2026-02-02T16:17Z 10.4K followers, [---] engagements
"$AMPX Gemini Chart + Fundamental Analysis: 2/2/26 Post Market --- What is This: For those who are new followers this is something I have been doing on $TE and $SKYT for months. They have proven to be incredibly accurate and insightful. I data dump multiple reports write ups recent news and deep research reports into the same context window within Gemini flooding the system with info. I then upload multiple technical charts into the system and ask it for an update incorporating both real world macro and business data and aligning it with the technical chart. I do not edit or manipulate these."
X Link 2026-02-02T22:36Z 10.6K followers, 21K engagements
"@DeNebulord Its looking at [--] charts from [--] years with multiple signals. It has a wider context window. One of the reasons I like it and its been so accurate. Larger data set. Not saying its perfect but you have seen the results and its accuracy"
X Link 2026-02-03T00:04Z 10.6K followers, [---] engagements
"AI has no Alpha $TE + $AMPX = +50% of my portfolio. Exact Portfolio w/ Commons + Options Percentage Breakdown: I posted an approximate portfolio yesterday however as I looked closer it was not as close as I thought. I also added options vs commons breakdown. [--]. $TE The "AI Infrastructure" Core (34%) (Shares + Calls): My https://t.co/kRlp6Lsy1V Exact Portfolio w/ Commons + Options Percentage Breakdown: I posted an approximate portfolio yesterday however as I looked closer it was not as close as I thought. I also added options vs commons breakdown. [--]. $TE The "AI Infrastructure" Core (34%)"
X Link 2026-02-03T15:58Z 10.6K followers, 11.5K engagements
"@PrasanthInvests I have. I dont like the ethiopia loop hole. $TE is leveraging an intentionally protectionist policy. $TOYO is exploiting a trade loop-hole with a country with which we have poor relations. I dont like the risk/institutional investment profile"
X Link 2026-02-03T16:21Z 10.6K followers, [---] engagements
"The Nasdaq is currently down 1.5% on the day. I am breaking through All Time Highs and accelerating. Its really this simple: Sector Everything $TE $AMPX $OSS $LPTH $IBRX $ASTS https://t.co/wDlZiek7At https://t.co/wDlZiek7At"
X Link 2026-02-03T17:29Z 10.6K followers, 10.5K engagements
"Understanding Todays Sell-Off: 🔹AI Eats Everything🔹 Anthropics release of a Legal AI assistant tool has exacerbated fears that AI will eat SAAS. Thus software stocks are being sold off aggressively. The scale of this has triggered market algos and set off a wider selling cascade. Unclear how long (days/weeks) this will last however I view it an opportunity to use cash to get allocation into companies that are being thrown out by algos yet have no software risk or exposure. I am still watching but if this continues for a period I will dip into my cash and increase my exposure to my core"
X Link 2026-02-03T19:20Z 10.4K followers, 19.4K engagements
"$AMPX Domestic Production News Closes Hole in Thesis (+12%) In my POV they just closed the one crack they had in their investment thesis: Domestic Production. Here is what we already had The Details: - 200% YOY growth - Elite sector exposure (Drones / Defense / Energy) - Best drone battery by factor of 2x (flight time) - 1-2 quarters away from profitability - Compressed multiple to comps - Chart in bullish position The one issue they had which I called out in my thesis was that their manufacturing chain was 100% offshore adding risk in the current tariff heavy increasingly protectionist"
X Link 2026-02-04T03:51Z 10.4K followers, 14.9K engagements
"$TE $ENPH posted strong earnings this morning beating on revenue earning and guidance. While this is not directly correlated to $TE it is indeed a positive tailwind for the sector and will likely continue to lift investor sentiment on solar. $ENPH is 90% residential solar inverters commercial and industrial solar uses larger block inverters so they are serving different segments. However with solar frame and software producer $NXT posting blowout earnings last month and being up +30% this year in combination with the Elon + Business community pounding the drum all the sudden solar starts so"
X Link 2026-02-04T12:59Z 10.6K followers, 10.8K engagements
"$OSS Still a big fan of this one. - Sector - Balance sheet - Scarcity - Growth - Valuation All are elite. I think we are bouncing here after a huge run and cool off. Starting to add some more options here. Slowly 🔹 https://t.co/bVCoBShm2Y https://t.co/bVCoBShm2Y"
X Link 2026-02-04T15:14Z 10.5K followers, 13.3K engagements
"$OSS Sniped some options right as we touched $9. Incredible bounce right after fully trusting Gemini on this entry. Lets see how these look in the spring. $OSS Still a big fan of this one. - Sector - Balance sheet - Scarcity - Growth - Valuation All are elite. I think we are bouncing here after a huge run and cool off. Starting to add some more options here. Slowly 🔹 https://t.co/3WAcTrhP8a $OSS Still a big fan of this one. - Sector - Balance sheet - Scarcity - Growth - Valuation All are elite. I think we are bouncing here after a huge run and cool off. Starting to add some more options"
X Link 2026-02-04T15:42Z 10.5K followers, [----] engagements
"@DeNebulord I think they are still running exceptionally cheap to comps they have nailed down several preliminary orders with large partners (aerospace + military) that could turn into a large order at any moment Still think high likelihood for acquisition"
X Link 2026-02-04T15:52Z 10.4K followers, [---] engagements
"@ShortSeller Bookmarking this. Will be sure to circle back"
X Link 2026-02-04T23:29Z 10.4K followers, [---] engagements
"Likely deploying about 1/3 of my cash today. Looking at: - $TE and $AMPX specifically. Commons or long dated options likely January [----]. Exact Portfolio w/ Commons + Options Percentage Breakdown: I posted an approximate portfolio yesterday however as I looked closer it was not as close as I thought. I also added options vs commons breakdown. [--]. $TE The "AI Infrastructure" Core (34%) (Shares + Calls): My https://t.co/kRlp6Lsy1V Exact Portfolio w/ Commons + Options Percentage Breakdown: I posted an approximate portfolio yesterday however as I looked closer it was not as close as I thought. I"
X Link 2026-02-05T13:00Z 10.4K followers, 11.5K engagements
"@squeezingshort I know $Amat well. Great steady compounder with great margins. Not the type of growth company I am currently focused on but as an investment I like it"
X Link 2026-02-05T13:11Z 10.4K followers, [---] engagements
"@footyhead32 I wouldnt spend it all yet. Allocate 33-50% Could be more FUD if algos get carried away"
X Link 2026-02-05T13:38Z 10.4K followers, [---] engagements
"$TE This is Stephen Millers wife and Elons former communications advisor. Stephen Miller is one of Trumps top aids and Lead Homeland Security Advisor. ☀Do you see it yet☀ 🔹 Solar energy is the energy of the future. Giant fusion reactor up there in the sky - we must rapidly expand solar to compete with China. Solar energy is the energy of the future. Giant fusion reactor up there in the sky - we must rapidly expand solar to compete with China"
X Link 2026-02-05T14:23Z 10.6K followers, [----] engagements
"I talk a lot about Macro driven investing. To do that effectively you need to research beyond stocks and weave together the macro environment where its headed and how it funnels down to investment. @Beth_Kindig is a must follow as she is always ahead of the cycle. Earlier this month I joined @cvpayne in studio to discuss my top AI stock pick for [----] -- a company solving one of the most mission-critical constraints in AI data centers: power. https://t.co/YG7gHyTTMs Earlier this month I joined @cvpayne in studio to discuss my top AI stock pick for [----] -- a company solving one of the most"
X Link 2026-02-05T14:29Z 10.4K followers, [----] engagements
"@JustinChua38211 Easiest is just to not check your account on days like yesterday unless you need buy something"
X Link 2026-02-05T14:43Z 10.4K followers, [---] engagements
"@tilmancompounds I have owned it over the last few years. Not currently. However it is getting to a place that is tempting to park a lot of cash and give myself some diversification"
X Link 2026-02-05T15:38Z 10.4K followers, [---] engagements
"Top [--] Stocks I am Eying on this Pullback: $TE: AI adoption accelerating energy gap widening solar lobby ( Elon Chamath Jensen Sundar Satya) getting louder. Messaging from White House on solar has pivoted. $AMPX: Signed domestic manufacturing partner revenue accelerating drone CAGR accelerating $BE: Off grid energy becoming premium margin expanding projecting massive sequential growth $CRDO: Leading Data center connectivity solution TAM too big for photonics to eat big tech capex acceleration confirmed by $MSFT $GOOG $META $IREN/ $CIFR / $NBIS / $WULF: Potentially more pain ahead for this"
X Link 2026-02-05T15:54Z 10.6K followers, 15.8K engagements
"I hold my plays for months or years to allow the thesis to play out. I held all my plays through November and added several times hence my huge gains. We have different strategies. Being down 30-40% in a pullback is something that is build into my cost of business. All this did was lower my $AMPX average. Its not a crap out its market fluctuations in a high beta stock. Play your game. It works for you. Mine works for me. Best of luck"
X Link 2026-02-05T18:49Z 10.5K followers, [---] engagements
"I am down $220k in two days in this portfolio. This is the reality of a pullback in a concentrated portfolio in high beta stocks: I am down about 20% in two days also note that 320k of this current 750k is cash. So this two day move is on a smaller base than it appears. Also note the drop in November. There are quite a bit of options in here none expire before July which increases the volatility. Reality Check: - If you cannot stomach something like this you should not have a concentrated portfolio particularly in high beta. But even big companies can see 15% moves on bad news or earnings. -"
X Link 2026-02-05T18:59Z 10.4K followers, 18K engagements
"@ArthurPhillipIV This page will continue to be built on honesty and transparency"
X Link 2026-02-05T19:31Z 10.4K followers, [---] engagements
"This $AH session feels like peak fear. I will be a buyer again tomorrow. Gradually. Deploy cash responsibly in a pullback. 🔹"
X Link 2026-02-05T22:00Z 10.6K followers, [----] engagements
"8:30PM est Agenda: - Background - Current Market Pullback - Investing Through Frameworks - Macro Thesis - Bottleneck Investing - Asymmetric Investing - $TE / $AMPX - Artificial Intelligence in Workforce and Beyond - The New S&J Brand and Vision https://x.com/i/spaces/1vOGwdrvQVNJB https://x.com/i/spaces/1vOGwdrvQVNJB"
X Link 2026-02-06T01:13Z 10.6K followers, 10.1K engagements
"Team I hosted my first Space last night. Attaching the link to recording here. We covered a lot of ground in [--] fast minutes: - Current Market Pullback - My Background and Investment Lens - Investing Through Frameworks - Macro Thesis - Bottleneck Investing - Asymmetric Investing - $TE / $AMPX - Artificial Intelligence in Workforce and Beyond - The New S&J Brand and Vision Takeaways: - I wont try to play intro music again sounds awful - I will get a new microphone - That was fun lets do it again Thanks for all those who tuned it. Lets keep winning S&J 🔹 8:30PM est Agenda: - Background -"
X Link 2026-02-06T10:43Z 10.5K followers, [----] engagements
"@bennybigbull Exactly. If not now you should never have owned it"
X Link 2026-02-06T11:55Z 10.4K followers, [---] engagements
"I dont generally buy in pre-market. However I was pretty cautious the last few days. I did instinctively feel like the post market last night was peak fear just because the floor fell out post close. We are at a level now (down 25/30%) where I am very comfortable buying. If we gap up at open I dont want to miss these prices. But if we gap down at open and go lower I have more cash and I am still happy I started buying here. Im never going to time the bottom but I like the current prices enough that I want to make sure I grabbed a solid amount"
X Link 2026-02-06T14:25Z 10.4K followers, [---] engagements
"Per my earlier post I was an aggressive buyer today. We could go lower next week I have a little dry powered left but I felt very comfortable adding at these levels $TE $AMPX $BE $LPTH More aggressively buying today. Adds: $TE $AMPX $LPTH $OSS Again Im not calling bottom but everything I have seen in earnings and the macro strengthens the thesis on my investments. Its come down to a level where I am very comfortable aggressively deploying capital. More aggressively buying today. Adds: $TE $AMPX $LPTH $OSS Again Im not calling bottom but everything I have seen in earnings and the macro"
X Link 2026-02-06T16:22Z 10.6K followers, [----] engagements
"I talked $AMPX last night in my space. Hear why I believe $AMPX battery leap is a fundamentally tide shifting breakthrough for Drone sector and poised for continued acceleration. Listen here for my current POV the macro and what I am looking at: [--] minute clip. S&J 🔹"
X Link 2026-02-06T16:43Z 10.6K followers, [----] engagements
"Team I opened my space last night covering the current market pullback. Hear why I am adding to my favorite positions right now and sleeping well. [--] min clip S&J 🔹"
X Link 2026-02-06T17:02Z 10.6K followers, [----] engagements
"@user889889 Didnt own either going into earnings. Buying $be on what I believe is a miss by the market right now on that report. But your point is 🎯"
X Link 2026-02-06T17:02Z 10.5K followers, [---] engagements
"They do. One of the core value props of their battery is that its much lighter. Currently there is a premium to be paid for weight in the aviation industry becuase weight directly impacts flight. But they currently manufacture for high performance sports cars where weight is a factors and a premium can be paid. Its a longer term market. Right now the value for money is drones. https://twitter.com/i/web/status/2020141238091940198 https://twitter.com/i/web/status/2020141238091940198"
X Link 2026-02-07T14:22Z 10.5K followers, [--] engagements
"🔹S&J [--] year Performance: +420%🔹 🔹S&J YTD Performance: +46%🔹 This feels appropriate following a pullback and minor bounce receipts in comments* [--] lessons from [----] I am executing on and where I have some concerns: [--]. Always have cash I promised myself in November I would never not have cash on hand for a pullback. Im proud of myself for peeling out 20% in January during the run up. It allowed me to deploy aggressively on Friday protecting gains and lowering my averages on core positions. [--]. Sell your options early I got caught in some tough options positions last year holding too close to"
X Link 2026-02-07T15:10Z 10.6K followers, [----] engagements
"Receipts: [--] year Notes: - None of the accounts use margin - Largest account uses commons and options - Blue account (not fidelity) at +313% has no margin or options only commons. I am most proud of this one. - Smaller fidelity account was an options only experiment for a few months starting in Q4. I have added in some commons recently to protect the gains. But I am very aggressive with that one https://twitter.com/i/web/status/2020154064944664597 https://twitter.com/i/web/status/2020154064944664597"
X Link 2026-02-07T15:13Z 10.6K followers, [----] engagements
"@twinil Thats how the fidelity app shows my 1yr. I kept unedited shots from the apps to show transparency. No point in me manipulating defeats the purpose of building trust"
X Link 2026-02-07T15:48Z 10.5K followers, [---] engagements
"I have done it previously. But I got out of it in [----] or so when the market turned. With the bull market and the AI macro moment last year I felt it was time to take back over. But its not the first time. However with how concentrated my portfolio is its dangerous in a bear market. https://twitter.com/i/web/status/2020166048075411480 https://twitter.com/i/web/status/2020166048075411480"
X Link 2026-02-07T16:01Z 10.5K followers, [---] engagements
"Investing through Frameworks Lets Me Move Faster and Be Right More Often: There is a lot to learn when you discover a new company - Sector - Product - Margins - Growth - leadership etc etc etc. Its a ton of information to decipher and its overwhelming. Its too slow. When I find a company I can get 90% of the way to a decision in about [--] minutes. 🔹S&J Investment Framework🔹: - Do they align with my macro thesis - Are they in a momentum sector I have previously defined and studied - Are they solving a bottleneck - Is revenue growing rapidly - Are they at a compressed multiple to peers Thats"
X Link 2026-02-07T18:42Z 10.6K followers, [----] engagements
"Does that feel like a momentum sector right now Too many questions about long term profit debt GPU depreciation. I think long term it will work out but the street is going to treat all those companies with skepticism until one of them figures out how to then the corner. I said this in my Space you have unlimited opportunities. Dont need to force it where the market is fighting you"
X Link 2026-02-07T21:10Z 10.5K followers, [--] engagements
"@ShortsHoward Looking into this. Have you dug into their ability to find an alternate/replace. I agree its concerning"
X Link 2026-02-07T21:24Z 10.5K followers, [---] engagements
"$TE $AMZN outbids utility company in Seattle for solar farm. The AI energy race heats up Amazon outbids Washington utility company on massive [----] acre solar farm https://t.co/TlpSzeslfo The AI energy race heats up Amazon outbids Washington utility company on massive [----] acre solar farm https://t.co/TlpSzeslfo"
X Link 2026-02-07T21:58Z 10.6K followers, 37.4K engagements
"@HMoneyTalks1 @HayekAndKeynes This is really accelerating now"
X Link 2026-02-07T21:59Z 10.5K followers, [--] engagements
"@ShortsHoward No. This was incredibly important. I believe I have put the pieces together here and there is a solve likely already in place. Still deep diving and kicking the tires but will write something up tomorrow. Ill tag you when I do. Thank you for flagging"
X Link 2026-02-08T00:20Z 10.5K followers, [--] engagements
"@Inspect444 Signal that the opportunity is as big as we think. Also a signal that Elon wants to control his own energy for xAI. Cant imagine they cut the subsidies if Elon wants them. Its years away. It wont hurt $TE. There is an energy gap now. Its positive overall"
X Link 2026-02-08T01:31Z 10.6K followers, [----] engagements
"They likely have already locked down a Korean partner probably group14 (just bought a factory in Korea the produces the correct material) to swap out the chinese material. They have an exclusive agreement with brazelius and they cant break it. But the China lift on material exports closes in November. Once China closes exports they can claim the contract they have is void and announce they have a new partner. If they didnt have a solve in place they would be stockpiling the material but their inventory last earnings call went down. Korea battery alliance allows them to mask who they buy from"
X Link 2026-02-08T11:37Z 10.5K followers, [--] engagements
"$TE My POV on Elon and $TSLA entering the solar space. Signals: - Elon doesnt do things that arent big business. - He is Trumps largest donor and biggest business/policy influencer - Factory is years away and energy crunch is here today. This is only positive. @Inspect444 Signal that the opportunity is as big as we think. Also a signal that Elon wants to control his own energy for xAI. Cant imagine they cut the subsidies if Elon wants them. Its years away. It wont hurt $TE. There is an energy gap now. Its positive overall. @Inspect444 Signal that the opportunity is as big as we think. Also a"
X Link 2026-02-08T13:09Z 10.6K followers, [----] engagements
"@burt_geoff Could be good or bad. Hard to speculate on something like that without more info"
X Link 2026-02-08T15:00Z 10.5K followers, [---] engagements
"@ShortsHoward"
X Link 2026-02-08T15:34Z 10.6K followers, [----] engagements
"The batteries they supply to the commercial sector are different and actually not as high performance as the military battery used for extended flight. The super high priced one is for military as they cant swap it out for an alternative. Missions wont work. They are likely/already have been working to refine the mixture with a Korean partner to solve this issue of the material swap. My POV is that if a few talking heads on X has spotted this issue leadership has been ahead of it for a significant amount of time. If they had not they would be stockpiling chinese powder to make sure there is"
X Link 2026-02-08T16:06Z 10.6K followers, [--] engagements
"@anthonyiseman @ENERGY Fair point. How do you weigh that against the activity on this account"
X Link 2026-02-08T16:17Z 10.6K followers, [----] engagements
"@johhnyWalkerAZ @anthonyiseman @ENERGY @SecretaryWright Biden renewed the section [---] tarrifs against China when he was in office. There is bipartisan agreement here. Dont disagree with your logic on exploring all POV but the idea that democrats dont want to protect US solar industry from China isnt based on data"
X Link 2026-02-08T17:53Z 10.6K followers, [---] engagements
"I made similar mistake. Made a ton of money in 2020-2021 in the market. Tied it up in a property I am in process of selling. Been running high end Airbnb. Its made money but not worth the headache and not nearly the returns or flex of the market. I will think much harder before giving up liquidity again. Very hard to reverse once its done. https://twitter.com/i/web/status/2020558135375561051 https://twitter.com/i/web/status/2020558135375561051"
X Link 2026-02-08T17:59Z 10.6K followers, [---] engagements
"@Inspect444 100%. My house is more liability than asset"
X Link 2026-02-08T18:11Z 10.6K followers, [--] engagements
"MAGA and Big Solar are on an Inevitable Collision Course for Two Reasons: Money 💰 and China The Money: Elon and Friends 💰💻 Elon is Trumps biggest donor. He not only needs solar because he needs power for xAI but he sees a lucrative business opportunity. Chamath has also recently chimed in. The reality is these guys Trumps biggest backers (more than big oil) are deeply invested in the AI sector. The know the numbers say their isnt enough energy to power the revolution. Regardless of how much Trump loves oil and coal those energy sources cannot power data centers. Trump is famously not"
X Link 2026-02-08T18:45Z 10.6K followers, [----] engagements
"Sharing a Very well stated and balanced $AMPX write up that it seems like almost nobody saw. Accurately captures and product leap here along with the rev growth + price disconnect. Land on essentially same conclusion I did: elite momentum sector hyper growth price disconnect elite product. I would also add the commercial side of the business for. EV and robotics is rapidly growing and not fully priced in due to the china risk I wrote about earlier today. https://t.co/3tDYaGOaqm https://t.co/3tDYaGOaqm"
X Link 2026-02-09T02:17Z 10.6K followers, 17.3K engagements
"@itschrisray Sweet lord how many excuses do people need to make to keep money in this investment. The market literally has unlimited opportunities. Bail"
X Link 2026-02-09T12:59Z 10.6K followers, [----] engagements
"@Compounds365 @5to9_MJ $envx is the direct comp. Covered their growth and valuations in my write up. https://t.co/sfZ8JOoEE4 https://t.co/sfZ8JOoEE4"
X Link 2026-02-09T13:01Z 10.6K followers, [---] engagements
"$OSS continues to expand their TAM open new revenue streams and become stickier in the Edge AI Defense sector. While this business continues to be undervalued from a growth/valuation perspective. My floor here is really around an acquisition. At an EV of under $200m this is an easy snack for a defense prime even at 2x current market cap. Very clean opportunity with high floor and upside. Rare for micro cap. 🚨 One Stop Systems $OSS and Tauro Technologies have announced a new production-ready architecture designed for real-time AI processing at the tactical edge. The HSB Sensor Bridge"
X Link 2026-02-09T13:17Z 10.6K followers, [----] engagements
"Totally my point is more around the fact that its hard for me to see a world where this isnt worth significantly more in [--] months. Even if they cant scale the business themselves someone buys the tech and plugs it in. Similar to $skyt there is a scarcity factor here that is worth more than the market cap to the right buyer. https://twitter.com/i/web/status/2020851325936783455 https://twitter.com/i/web/status/2020851325936783455"
X Link 2026-02-09T13:24Z 10.6K followers, [---] engagements
"@RaccoonHeadset The mortgage/rent gap doesnt look like that today. Also why shouldnt opportunity cost of being in a plug and play ETF not be baked into the formula Thats the accurate math in my pov but open to other perspectives"
X Link 2026-02-09T13:31Z 10.6K followers, [--] engagements
"@itssaltyyyy I didnt say that. Price is a factor. $BE is very expensive. But right now. They are the best overall for fast/ offgrid data center online power. Im looking at the numbers. $te is still mispriced. $be I wouldnt say is mispriced"
X Link 2026-02-09T15:03Z 10.6K followers, [---] engagements
"@JordaanTrades Just want to own what looks like the winner in what I believe to be a more aggressive energy delta than is priced in. I have a ton of $TE. $BE same value prop. As crazy as I am I have made a lot of money this past year diversification is just me using my logical brain"
X Link 2026-02-09T15:18Z 10.6K followers, [---] engagements
"$CRDO Ok maybe this should have been a buy call These mispricing will continue to pop up becuase the Wall-street doesnt understand technology. Photonics cant displace this. Scale of TAM is too big $CRDO too established. Their customers will pay more to secure inventory. This is not a buy call I am highlighting that there are mis-pricings all over the market regularly becuase Wall Street does not actually understand technology. $CRDO is only up 22% over the last year following a huge ai bubble pullback: - Credo provides high speed https://t.co/4V1PSo7VH8 This is not a buy call I am"
X Link 2026-02-09T16:27Z 10.6K followers, [----] engagements
"$TE I gave a short and somewhat flippant POV on the Elon $TSLA solar situation and how it impacts $TE. Heres a more more comprehensive view. Lets break it down to business vs sentiment risk. Business Risk: Zero - Elon needs years to build his own factories. The gap between the power demand and availability is too great for him to eat the market - He is also building for his own personal use. This is bullish as it shows how important this source is for AI hyperscalers - Elon going into the business shows that be views it as profitable - increases the chance subsidies remain as he is a key ally"
X Link 2026-02-09T16:55Z 10.6K followers, 16.1K engagements
"I dont expect a flush because I think are set up to beat expectations. I would have to see which companies youre comparing too. $BE and $NXT are the best comps from my view. $BE has same value prop. But obviously more advanced and mature with profit. $NXT is solar leader with growing revenue and backlog due to monopoly status similar to $TE https://twitter.com/i/web/status/2020920850892099607 https://twitter.com/i/web/status/2020920850892099607"
X Link 2026-02-09T18:00Z 10.6K followers, [---] engagements
"Yes most people are afraid to invest its disheartening when you try to talk them into it becuase you run into irrational arguments and they are in their own way. Fear I dont understand investing its scary and overwhelming. I work with people who have MBA and PHD leading major business and tactical projects but are afraid to mange their money or try to understand investing and retirement. Its not rational. And like @LouieInvests said misunderstanding risk: Long term there is a lot more risk in NOT taking measured risk than there is in taking it. I can guarantee you you wont be where you want"
X Link 2026-02-09T20:17Z 10.6K followers, [----] engagements
"I thought photonics killed $crdo @SJCapitalInvest Some crazy after hours action going on now @SJCapitalInvest Some crazy after hours action going on now"
X Link 2026-02-09T21:13Z 10.6K followers, [----] engagements
"@buckeye3842 You jumped recently or now"
X Link 2026-02-09T21:19Z 10.6K followers, [---] engagements
"My $TE thesis is top down here is what would invalidate it: - Slower uptake in ai services from mega cap tech customers - Lowering capex guidance from mag7 - Miraculous breakthrough in energy technology that solves growing ai energy gap - Governent kills domestic protections for solar. - $TE fails feoc compliance These are structural changes that would have to occur. Its less about $TE than it is about the environment which dictates that their inventory is in high demand due to business needs of mega cap customers who are fighting for energy. If AI uptake profitability and growth continues I"
X Link 2026-02-09T21:37Z 10.6K followers, [----] engagements
"We need to pump the breaks. Plenty of companies engage in marketing telling their story and driving investor excitement without it being a red flag. Additionally some of the largest deals I have worked on in my career did not allow for public announcement for a myriad of reasons no news isnt bad news. The CAO removal could be good or bad but we are making broad assumptions here with very very limited information. https://twitter.com/i/web/status/2020980219147059652 https://twitter.com/i/web/status/2020980219147059652"
X Link 2026-02-09T21:56Z 10.6K followers, [---] engagements
"$TE Facts are your friends. This week showed why Know What You Own is more than just a catch phrase. It can come off as condescending or chest pounding but at the core: ❗Its really about protecting yourself from your emotions during a downturn❗ The surest way to do something materially damaging to https://t.co/k0hbi9zOoY This week showed why Know What You Own is more than just a catch phrase. It can come off as condescending or chest pounding but at the core: ❗Its really about protecting yourself from your emotions during a downturn❗ The surest way to do something materially damaging to"
X Link 2026-02-10T00:00Z 10.6K followers, [----] engagements
"@tdogg2213 I am never going to try to talk anyone into an investment. If you feel the risk profile has changed you should do what you feel good about. CAO leaving is a real event it could mean something or it could mean nothing. Its not a crazy POV to let that bother you"
X Link 2026-02-10T01:22Z 10.6K followers, [--] engagements
"$CRDO is officially up 50% since this post [--] days ago (sadly I dont own it right now) To be fair I did say if I make a post a bunch of charts and circles you should start looking into I should take my own advice. 🤦 This is not a buy call I am highlighting that there are mis-pricings all over the market regularly becuase Wall Street does not actually understand technology. $CRDO is only up 22% over the last year following a huge ai bubble pullback: - Credo provides high speed https://t.co/4V1PSo7VH8 This is not a buy call I am highlighting that there are mis-pricings all over the market"
X Link 2026-02-10T01:35Z 10.6K followers, [----] engagements
"@william26694 It would not be used as standalone. Solar+Storage is very effective. Elon is an energy expert (electricity + rockets) and he is all in"
X Link 2026-02-10T12:37Z 10.6K followers, [---] engagements
"This exchange between you guys made my day. Here is the one spot I think we arent considering in this dialogue. The worst case scenario assumes the new CAO (40 years old strong resume and career likely a family not in prison) would takeover from the previous CAO knowing she refused to sign fraudulent documents then sign them himself. He would literally be risking prison time while there is a massive loose end (the previous CAO who would know the details) out in the wild to spill the beans. As an almost [--] year old with a real career and opportunities and above all else freedom. Is this a"
X Link 2026-02-10T13:41Z 10.6K followers, [---] engagements
"@RemoteNavigator @notarichtrader Why hasnt this devolved into name calling yet I thought we were on X not http://match.com http://match.com"
X Link 2026-02-12T01:39Z 10.6K followers, [---] engagements
"All jokes aside. Im here for money bro. When you have a chance maybe skim this. Its my investment philosophy. Also have another how to find 10x stocks which governs how I find my sectors etc. Im somewhere between a fundamental investor and a long term swing trader. https://x.com/sjcapitalinvest/status/2009463349768048901s=46 https://t.co/uXnwgshvsN https://x.com/sjcapitalinvest/status/2009463349768048901s=46 https://t.co/uXnwgshvsN"
X Link 2026-02-12T01:40Z 10.6K followers, [---] engagements
"Fam I put together a simple Guide to using AI for investing. If you follow me you know I have been on a hot streak ( $TE $SKYT and $OSS in the last [--] weeks) and the Gemini output Ive posted have been scary accurate. Many of you have asked about my prompting and how I am using it. I put it all together here in this guide. Its designed to be straight forward and simple with prompts you can rip and use. Hope its helpful please share if it is. S&J 🦅✨ https://t.co/4Tg3GtM8Fd https://t.co/4Tg3GtM8Fd"
X Link 2026-01-18T05:32Z 10.6K followers, 39.9K engagements
"The CFO of $TE already told us last quarter they are going to beat Q4 estimates by +10% We expect that module sales in the fourth quarter will exceed the cumulative total sales of the first three quarters of 2025." The Math: Q1: $64m Q2: $133m Q3: $210m Total: $407m Q4 Consensus Estimates: $368m ❗Q4 Expected Beat per CFO: 10.5%❗ The street still hasnt caught up to whats coming 🦅✨ https://twitter.com/i/web/status/2016510667293872232 https://twitter.com/i/web/status/2016510667293872232"
X Link 2026-01-28T13:56Z 10.6K followers, [----] engagements
"Fam I dropped a quick read on how I actually go about finding investments. It led me to $AVGO $ANET $IREN and $NBIS in [----]. Recently its led me to $TE $SKYT and $AMPX I am up +300% YOY and consistently outperform using this framework. Its a quick read. 🦅✨ https://t.co/wDlZiek7At https://t.co/wDlZiek7At"
X Link 2026-01-29T20:01Z 10.6K followers, 94.6K engagements
"$TE Gemini Update tonight"
X Link 2026-02-03T22:21Z 10.6K followers, [----] engagements
"$TE Gemini Technical + Macro Analysis 2/3/26 Post Market: Methodology: I use several different chart types across multiple time horizons and upload articles and give news search commands to round out context. All chats on $TE in the same context window for months to build a data set. I work to phrase questions in ways that are not leading towards answers and when in doubt I ask them in a more bearish form i.e. "is this the top if so be honest." AI is not perfect but it has shown to be a great tool for me when leveraged properly and with thoughtful pushback. TL:DR - Bullish strength in chart"
X Link 2026-02-04T03:03Z 10.6K followers, 27.5K engagements
"Added $TE @ $7.75"
X Link 2026-02-04T16:12Z 10.6K followers, [----] engagements
"$BE +15% AH $IREN -8% AH This may change tomorrow as market digests but this is pretty much what I expected. $BE Is the clear leader right now in offgrid fast DC power. We are seeing what that looks like as they scale and margins improve. Massive backlog as well and they have proven they can execute on it. $Iren Has front run a lot of growth expectations no room for a slip up or not hitting goals. Market punished them. I still like them long term but they need to prove efficient scale. Market will treat them harshly until then. All eyes on $IREN and $BE after the close for the AI energy"
X Link 2026-02-05T21:32Z 10.6K followers, 13.1K engagements
"Morning Not calling bottom but if youre not adding down here and nothing has changed Why do you own it and why werent you selling two days ago 🔹 $TE $AMPX"
X Link 2026-02-06T12:30Z 10.6K followers, [----] engagements
"When you and all your buddies are riding AI Energy and Defense sector plays to all time highs Then hit a two day flash crash. With a quick V shaped recovery. Only to find out your friend sold at the bottom. TGIF $TE $IREN $OSS $APLD $CIFR $AMPX $WULF $ONDS $NBIS (Yes I recognize the floor could fall out again Monday.) 🔹 https://twitter.com/i/web/status/2019883134649790824 https://twitter.com/i/web/status/2019883134649790824"
X Link 2026-02-06T21:17Z 10.6K followers, [----] engagements
"Great logical and macro focused write up on $BE Wall Street still doesnt understand the AI revolution and the Fast +Offgrid power premium. $BE is currently running away with this race. This investment not in line with my typical asymmetric style because of the valuation. This isnt a pound the table buy. But I think $BE is running away with this race and we are in the very early innings of this power crunch on what I believe is a long cycle here potentially a long term power demand change. A premium is deserved here due to solving bottleneck with cash flush buyers in a momentum sector. Bank of"
X Link 2026-02-07T17:03Z 10.6K followers, [----] engagements
"$ANET $AVGO $NBIS $IREN $CRDO $ALAB I am a thematic investor so I am always trying to figure out where the money is going and bottle neck is. Last year was chips connectivity and compute. Now we are on ai energy sovereign production and defense. Ill continue to rotate as the macro evolves. Sector momentum - Everything 🔹 https://twitter.com/i/web/status/2020241290164686977 https://twitter.com/i/web/status/2020241290164686977"
X Link 2026-02-07T21:00Z 10.6K followers, [---] engagements
"$TE By the time its clear the policy has shifted the re-rate will have taken place and the alpha arbitrage on the trade is gone. Those who want to be cautious and wait for everything to be set in stone will miss the big moves. Money is made before its consensus. His largest donor says its happening. His Sec of Homeland security wife (Katie miller) is pushing it as well. You need to be able to read tea leaves to beat the market. Hence me already being up 400% on this trade. But yes there is risk. Per the market. https://twitter.com/i/web/status/2020534965973262734"
X Link 2026-02-08T16:27Z 10.6K followers, [----] engagements
"Sharing mine here as well. I cover direct comps like $envx and adjacent comps like $onds https://x.com/sjcapitalinvest/status/2017807748205772848s=46 https://t.co/sfZ8JOoEE4 https://x.com/sjcapitalinvest/status/2017807748205772848s=46 https://t.co/sfZ8JOoEE4"
X Link 2026-02-09T13:01Z 10.6K followers, [----] engagements
"$BE @J0nathanKayy When I evaluate guidance I always look at the last years performance against estimates. They are beating guidance by about 20% quarterly. So I expect them to easily top that and it looks like if they beat by 20% they will grow 100% y/y from last years Q1 https://t.co/RG2T2sCG22 @J0nathanKayy When I evaluate guidance I always look at the last years performance against estimates. They are beating guidance by about 20% quarterly. So I expect them to easily top that and it looks like if they beat by 20% they will grow 100% y/y from last years Q1 https://t.co/RG2T2sCG22"
X Link 2026-02-09T14:54Z 10.6K followers, [----] engagements
"@jd_dhaliwj They compete with $NXT who seems to be growing much faster and have better tech/logistics. Deep researched $nxt and know $arry from that but have not independently researched them so take my feedback with a grain of salt"
X Link 2026-02-09T15:14Z 10.6K followers, [---] engagements
"My Asymmetric Investing Framework led to +400% YOY and +45% YTD gains Yes I have receipts Asymmetric Investment Criteria: - Undervalued (EV/Sales) - Hyper-growth (+30% YOY) - Momentum Sector Thats it. Over the past year and a half it led me into: $IREN $NBIS $CRDO $ANET $TE $AMPX and $AVGO I talked about my framework and the reality of concentrated portfolios on my space/pod during the market pullback last week. [--] second clip. S&J 🔹 https://twitter.com/i/web/status/2021034427686465983 https://twitter.com/i/web/status/2021034427686465983"
X Link 2026-02-10T01:32Z 10.6K followers, [----] engagements
"Day Two of Sharing a Great Under-followed Account: This is an awesome account that is using NotebookLLM (part of Gemini) to make images that simplify complex company operations. Highly recommend following. This is one of the best use cases for ai. Taking something complex and using the tool to simplify it in a way that is easy to digest for differnt learning styles. Last summer I took a [--] month course guided by Gemini to learn LLMs and AI infra. The best part of whenever I was confused I could ask it to explain things in different ways so I could grasp it. I would then repeat it back in my"
X Link 2026-02-10T13:59Z 10.6K followers, 17.2K engagements
"Agree. I will continue to slowly add $BE on dips as a core long term position until I see something in the broader AI energy story change. Feels very simple right now. Brain cant stop thinking about $BE (Bloom Energy). Yeah I know its probably annoying that 70% of my tweets are now about this company. 😅 But seriously: Bloom is starting to look like a once-a-cycle picks-and-shovels power story. Heres what keeps pulling me back: Bloom Brain cant stop thinking about $BE (Bloom Energy). Yeah I know its probably annoying that 70% of my tweets are now about this company. 😅 But seriously: Bloom is"
X Link 2026-02-10T16:17Z 10.6K followers, [----] engagements
"@pablomartimar I get it I have used Gemini / NotebookLLM a time or two. Still figuring it out 😉 Keep up the great work 🔹"
X Link 2026-02-10T22:03Z 10.6K followers, [---] engagements
"$TE Where are the offtake agreements they said were coming soon It seems there is a bit of a disconnect re: what soon means to retail investors vs in enterprise sales. My career is in enterprise sales and Ive done it at startups and big tech. The reality is we are talking about deal cycles that likely take between 9-18 months depending on the client the larger the client the longer the deal takes. So when a company like $TE (a startup) says they have deals they are closing soon and we know they are referring to big tech That could mean another quarter. Which is as long as it might take to go"
X Link 2026-02-11T20:36Z 10.6K followers, [----] engagements
"@Kaizen_Investor I have no shortage of frameworks https://x.com/sjcapitalinvest/status/2009463349768048901s=46 https://t.co/uXnwgshvsN https://x.com/sjcapitalinvest/status/2009463349768048901s=46 https://t.co/uXnwgshvsN"
X Link 2026-02-11T21:57Z 10.6K followers, [---] engagements
"@Kaizen_Investor Keep up the good work"
X Link 2026-02-11T21:57Z 10.6K followers, [--] engagements
"@SpaceSector001 Well said. 🤝 Most retail has never actually sat at the big table. People have to make a lot of uninformed assumptions"
X Link 2026-02-11T23:20Z 10.6K followers, [---] engagements
"I hear that. Here is the issue. We dont know when news a deal a partnership or a corporate announcement is going to take place that will validate our thesis or launch the company forward will happen. Example: $NBIS was my largest position last year when the $MSFT deal hit the wire. It has just broken into a bearish pattern and was trending down/losing support. You might tell your followers to wait because the chart is weak and its headed lower. I would not want to risk being out of the stock because my thesis was around compute scarcity and them landing a huge deal. Your advice would have had"
X Link 2026-02-12T00:54Z 10.6K followers, [---] engagements
"Great question. Debate and concern about the long term profitability of the AI cloud GPU sector and the depreciation timeline and viability of $NVDA chips inside these ai clouds. I.e. can these businesses actually turn a profit. This is what has kept $iren $crwv and $nbis down over the last [--] months even with skyrocketing revenue. This is also why I exited the sector in Oct/nov of last year as this became the prevalent conversation in that sector. Until one of them proves they can be profitable long term without big brother NVDA stepping in to foot the bill the sector will chop around. I"
X Link 2026-02-12T01:09Z 10.6K followers, [---] engagements
"I mean I hear you. But the stocks you picked to show there have thesis that didnt pan out. $TDoc cant figure out how to make a profit $Pton has revenue going backwards since pandemic $zoom got eaten by Google video and others. Etc etc. These arent good businesses who cares about the thesis from [----] If $TE puts up a shit quarter and cant hit numbers get towards profit and sign hyperscalers I will bail immediately. Because the thesis breaks. How about $crwd $net or $now which came from the came era and have made millionaires. We can cherry pick companies that didnt pan out but its on the"
X Link 2026-02-12T01:23Z 10.6K followers, [---] engagements
"Youre experiencing information arbitrage. I experience it all the time working at ****** and having been in SF in the middle of the tech sphere. You are now experiencing it as an accountant when people are saying things In your domain that you know dont make sense. I dont not respect the people who have opinions I literally know for a fact are wrong about tech companies or processes I try to educate them. Granted. There is a point where I cut them loose if they are more intentioned on proving they are right than listening to someone who knows the answer. But as you get further in your career"
X Link 2026-02-12T01:48Z 10.6K followers, [---] engagements
"@accounting_ds Correct. Imagine how I feel watching people talk about tech. all the time"
X Link 2026-02-12T01:59Z 10.6K followers, [---] engagements
"This is not a buy call I am highlighting that there are mis-pricings all over the market regularly becuase Wall Street does not actually understand technology. $CRDO is only up 22% over the last year following a huge ai bubble pullback: - Credo provides high speed connectivity solutions inside data centers. Preferred customers include xAI and $META - Profit increased 9x in [----] - They are guiding for almost 50% sequential q/q growth - Credo has beat earnings by an average of about 12% over the last year - $GOOG and $META both reported significantly larger increases in data center spending and"
X Link 2026-02-05T15:23Z 10.7K followers, 29.3K engagements
"$LPTH Earnings Revenue expectation: $14.96M Delivered: $16.4M (roughly 18% beat) My take: Feels incredibly positive. Acquisition is brining down the profit but the business is growing at a rapid clip with margin improvement. Lets see how market digests. - Financial Performance Revenue: $16.4 million an increase of 120% year-over-year (vs. $7.4 million in Q2 FY25). Gross Profit: $6.0 million (37% margin) up from $1.9 million (26% margin) in the prior year period. Net Loss: $9.4 million (vs. $2.6 million loss in prior year). Note: This includes a $7.6 million non-cash charge related to the fair"
X Link 2026-02-11T21:20Z 10.7K followers, [----] engagements
"Chartists vs Investors: Can We Stop This There an interesting dynamic on Fin-X that Ive seen boiling over quite a few times particularly in volatile markets. 🔹Chart Traders vs Fundamental Investors🔹 The story goes Chartist: They told you to buy this stock 15% up but now youre underwater and the chart looks bearish Investor: Yea I just averaged down and doubled my position. If it goes down more Ill add and tell my followers to add too. We are doing completely different things. We have to stop comparing these methods and chest pounding (I wont get into the fact that charts turning bearish"
X Link 2026-02-12T00:29Z 10.7K followers, [----] engagements
"$TE The CAO removal has clearly shaken the $TE retail community. I am not going to talk anyone into staying invested. We all have to follow our instincts. I respect those who feel otherwise and especially those who are honest with their followers. Follow your conviction. @MatchaBoy5 @BlackPantherCap People have to follow their conviction and investment philosophies. If he ends up being right and it tanks more he would be upset he didnt listen to his gut. And I bet he could live with it if they put up with +$400m this quarter and explode because he followed his conviction. @MatchaBoy5"
X Link 2026-02-12T01:31Z 10.7K followers, 10.5K engagements
"Need recs for small accounts doing great work on fin-x to share ideally under [----] followers but under [----] is fine. Feel free to recommend yourself Dont be offended if i dont pick you today I am doing this every day 🔹"
X Link 2026-02-12T21:20Z 10.7K followers, [----] engagements
"Fam Im gonna break character here for a second and just acknowledge that this is a really hard fucking market since Oct/Nov. This is hard right now. 🔹But thats the deal we signed up for🔹 I also want to acknowledge that I feel I have maybe the most educated and rational following of anyone Ive seen on this platform and it doesnt go unnoticed. These drawdowns have been swift aggressive and recurring. Yet I am consistently surprised with the level of composure and rationality my followers shows through this. $LPTH crushing earnings was a huge deal today given what we are seeing. I believe all"
X Link 2026-02-13T01:02Z 10.7K followers, [----] engagements
"@Inspect444 $TTE is a builder/developer of solar farms. They would buy merchandise from $TE to execute on Google order. This is unequivocally bullish. If this is why we are down people are dumber than I thought. Yes the accounting lead change could be part of it. Thats not ideal"
X Link 2026-02-09T17:30Z 10.7K followers, [---] engagements
"Nothing in the thesis has changed in fact we had a new mega-cap solar deal today ( $goog+ $TTE) in the space. Daily price action doesnt change the thesis and the macro is stronger than its been so Im sitting on my hands after adding heavily Friday. Agree. Folks have been tagging me all day so just giving my pov https://twitter.com/i/web/status/2020983491454959707 https://twitter.com/i/web/status/2020983491454959707"
X Link 2026-02-09T22:09Z 10.7K followers, [---] engagements
"@blulla1 @James5225118482 I mean. Im obviously a $TE bull. I dont want to make more of it than what it is but it wasnt a mid level dude and its filing season. I dont think the selloff is warranted and I am still long here but lets be intellectually honest about what the facts are"
X Link 2026-02-12T16:39Z 10.7K followers, [---] engagements
"$FSLR Downgraded Today by BMO likely to drag on $TE Truly this is one of the dumbest investment notes Ive ever seen. Particularly on the back of yesterdays blowout report by solar frame/software leader $NXT Downgrade Logic: - Entering historic energy crunch caused by AI and data center demand supported by mega tech Capx. - $FSLR sold out $NXT delivers record quarter margin and backlog new entrant $TE selling everything before its producer. - Tech companies buying solar companies and renewable providers to lock in demand - Richest man in the world and shrewd businessman Elon Musk sees critical"
X Link 2026-01-29T13:14Z 10.6K followers, [----] engagements
"$TE Relative strength feels a bit better today ✅ $TE We have been spoiled the last few months but today was definitely the most frustrating price action we have seen from a relative strength perspective in a while. I think its a combo of the Elon shadow + CAO ouster. Nothing in the thesis has changed in fact we had a new $TE We have been spoiled the last few months but today was definitely the most frustrating price action we have seen from a relative strength perspective in a while. I think its a combo of the Elon shadow + CAO ouster. Nothing in the thesis has changed in fact we had a new"
X Link 2026-02-10T19:50Z 10.6K followers, [----] engagements
"@HeikoBusiness I promised this guy I would circle back on this $OSS post. I thought I would need to wait longer but here we are Today I will be circling back. 😉"
X Link 2026-02-11T14:26Z 10.6K followers, [---] engagements
"$TE Investment Thesis: Why I own over $400k and made it my Largest Position A bit about me so you can put this in context. - Im [--] years old - Work in sales at a leading tech company - Have [--] kids and a wife. - Most of this is in 401k and increasingly Roth accounts as I convert I am a real person with responsibilities and people counting on me and my income. I state this to say that this is not play money. How I invest I invest in themes and sectors with macro tailwinds constantly reading every news source I can looking for patterns signals and overlapping trends I can get into before the"
X Link 2025-12-02T02:10Z 10.7K followers, 270.1K engagements
"$TE We have been spoiled the last few months but today was definitely the most frustrating price action we have seen from a relative strength perspective in a while. I think its a combo of the Elon shadow + CAO ouster. Nothing in the thesis has changed in fact we had a new mega-cap solar deal today ( $goog+ $TTE) in the space. Daily price action doesnt change the thesis and the macro is stronger than its been so Im sitting on my hands after adding heavily Friday. Again unless they legitimately broke something or messed up a blowout is coming. The ☀ will rise tomorrow. 🔹"
X Link 2026-02-09T21:31Z 10.6K followers, 16.6K engagements
"$TE is one of my core holdings. Ive made and cashed in a ton on it. Respect the POV however IMO the market dynamics right now (energy crunch and limited supply of fast offgrid power+ no other supplier of tax credit approved solar vendors) leaves them with significantly more upside than downside. But your opinion is obviously well informed and reasonable. 👍 https://twitter.com/i/web/status/2021707945449496713 https://twitter.com/i/web/status/2021707945449496713"
X Link 2026-02-11T22:08Z 10.6K followers, [---] engagements
"@5to9_MJ This is my thesis. If $TE exists and can deliver product it will explode. Its less about the company than it is the structural macro environment and physics of AI"
X Link 2026-02-12T20:27Z 10.7K followers, [---] engagements
"Test my guide with this Gemini prompt using Pro or Thinking mode: Here is an article highlighting how to find the best stocks. Please use the method highlighted in this article and do a broad scan of geopolitics and tech trends over the last [--] months. Recommend [--] sectors to focus on for the coming 12-18 months that should accelerate and offer opportunities. Identify the likely bottlenecks and recommend [--] companies in each sector. Specifically look for companies under 5bn market cap. Use seeking alpha and yahoo finance to find most recent market cap data when identifying companied See article"
X Link 2026-01-29T22:25Z 10.7K followers, 17.1K engagements
"+10 GW of Solar + Big Tech deals since early [----] that we know of: I wrote yesterday that my $TE thesis is top down. Meaning its about the macro energy deficient environment and structural tax incentives dictating buyers use their product. I also wrote that facts are your friends. Here are the facts: [--]. The speed and scale of solar + big tech AI energy deals is accelerating [--]. There are two USA solar companies who can offer tax credits and have any production scale; $FSLR and $TE [--]. $FSLR is sold out for at least another year. [--]. AI does not work without energy. [--]. The buyer pool is flush"
X Link 2026-02-10T11:30Z 10.7K followers, [----] engagements
"The Rhetoric Surrounding American Solar is About to Change Elon has been sounding the Alarm Chamath laid out the Playbook Trump just gave the Signal Lets get into the mechanics of wha just happened and what it means for $TE @T1_Energy S&J Take on the Trump/Elon/Chamath Solar Signal Before I get into the weeds lets be clear about what we just watched. Trump reposting that Chamath clip wasnt just a "lower inflation" pitch. It was a submission to physics. There is no other way to close the energy gap besides solar. Trump frequently does this. He will re-post a video or take from another"
X Link 2026-01-25T16:45Z 10.7K followers, 50K engagements
"http://x.com/i/article/2016958246649507841 http://x.com/i/article/2016958246649507841"
X Link 2026-01-29T19:55Z 10.7K followers, 178.8K engagements
"http://x.com/i/article/2017783566969516032 http://x.com/i/article/2017783566969516032"
X Link 2026-02-01T03:50Z 10.7K followers, 111.6K engagements
"Its very reasonable to want to sell $TE now after such a run in a short period of time this is not crazy. My POV is that from a business fundamental perspective the business is still extremely cheap and trading at a compressed multiple when comped to both $NXT and $FSLR while growing significantly faster. This justifies continued multiple expansion. Additionally the street is projecting around $365M for earnings when the CFO gave guidance previously of over $400m it seems this catalyst is waiting for us. There is of course downside following such a big positive move however institutional"
X Link 2026-02-03T11:50Z 10.7K followers, [----] engagements
"Exact Portfolio w/ Commons + Options Percentage Breakdown: I posted an approximate portfolio yesterday however as I looked closer it was not as close as I thought. I also added options vs commons breakdown. [--]. $TE The "AI Infrastructure" Core (34%) (Shares + Calls): My highest conviction trade. Thesis: You cannot build AI data centers without their interconnect hardware. The backlog is real; the moat is wide. Plan: Holding for the multi-year repricing. [--]. $AMPX "Defense/Energy/Drone" Play (27%) Shares + Calls + Warrants Thesis: The U.S. military and commercial drones need 100% non-Chinese"
X Link 2026-02-03T15:11Z 10.7K followers, 49.2K engagements
"🔹Todays Lesson🔹 - Dont invest money you need short term you end up selling on days like today - Dont follow and invest without conviction you end up selling when you should be buying - Never get overconfident No one truly knows whats coming next. Not even Gemini 🔹"
X Link 2026-02-04T16:12Z 10.7K followers, 40.6K engagements
"@jfredz5 $NXT was on my top [--] list coming into the year. Its already run a bunch after a blowout report. Prettt much a monopoly on frames and software that runs the panels"
X Link 2026-02-08T14:25Z 10.7K followers, [---] engagements
"$AMPX: 200% y/y growth On Discount due to China Problem They have likely already solved it: Here is why I am betting +$500k the market is missing the puzzle pieces here Background: Best Battery on the Market Amprius has the best commercial battery on the market (2X energy density and flight) and is growing revenue 173% YoY likely 200% after Q4 earnings. Yet the stock trades at a massive discount because the market fears the "China Risk." Their commercial anode powder comes from a Chinese partner (Berzelius) and chinese battery export controls are set to kick back in this November. The market"
X Link 2026-02-08T15:33Z 10.7K followers, [----] engagements
"$BE / $TE This Morgan Stanley note on $WULF and $CIFR is calling out what everyone in the AI industry knows but Wall Street still hasnt priced in. There is no way to close the Data Center AI Energy gap. They just put price targets of +150% on both Our analysis shows a systemic shortage of AI compute-related supply which drives the need for increasing volumes of 'time to power' solutions" They added that capital expenditure updates from hyperscalers support the thesis that compute and power demand will likely exceed supply. Every energy source will be needed at full capacity to compete in this"
X Link 2026-02-09T14:21Z 10.7K followers, [----] engagements
"I scrapped a bit off every position and added a significant amount of $BE this morning. As my portfolio gets larger I want to park in some secular winners that have runway. Even if valuation isnt perfect. I think we are very early here. Added $BE Jan [----] leaps. It looks like they are running away with the Bring Your Own Power data center race. - Hyper revenue growth - Margin expansion - Growing backlog - Industry Tailwinds - Continued capex growth from mag7 Not an asymmetric play because its fairly https://t.co/jUzbUj1ywG Added $BE Jan [----] leaps. It looks like they are running away with the"
X Link 2026-02-09T14:46Z 10.7K followers, [----] engagements
"@BlackPantherCap Its been crushing first solar which truly makes no sense. Could 100% view it as a buying opportunity assuming execution follows by $TE"
X Link 2026-02-09T17:01Z 10.7K followers, [----] engagements
"Seeing all my stocks dive 5% at open after I spent all my cash dip buying last Friday. $TE $BE $AMPX $ASTS $LPTH"
X Link 2026-02-10T14:51Z 10.7K followers, [----] engagements
"Hey Team I want to clarify a few things about my investing framework/style for those who are following some of my plays ( $TE $OSS $AMPX $LPTH) I am not a short term swing trader momentum trader day trader or chart trader. I will incur and go through drawdowns. I am a thesis investor. I use charting and signals in my research as a tool to guide when I may enter or add to a position but it is a tertiary signal not a leading one If the chart of an investment I am in turns bearish but the fundamentals valuation story and sector are still strong I am not selling. I am likely buying This means I"
X Link 2026-02-11T13:47Z 10.7K followers, 10.2K engagements
"$OSS New deal for One Stop Systems. $OSS Current market cap/enterprise value is a joke ( $200m EV $233m market cap) I dont know if there is a better high floor / higher ceiling play in the market. 📈 🚨 BREAKING NEWS 🚨 One Stop Systems $OSS lands a major commercial robotics deal with a leading autonomous construction and mining manufacturer 🏗⛏ Key Highlights: 🔸The Deal: OSS to provide Gen5 ruggedized liquid-cooled servers for heavy equipment. 🔸Revenue: $2M in https://t.co/ryILktZ7jM 🚨 BREAKING NEWS 🚨 One Stop Systems $OSS lands a major commercial robotics deal with a leading autonomous"
X Link 2026-02-11T14:04Z 10.7K followers, [----] engagements
"@accounting_ds Honestly gorgeous pumpfake and execution by the market. High skill level on that one"
X Link 2026-02-11T15:41Z 10.7K followers, [---] engagements
"City of Dreams 🗽"
X Link 2026-02-11T17:06Z 10.7K followers, [----] engagements
"@TLEROY5 @PepInvestStocks @BlackScholesMan Not concerned with $LPTH AH action. Flat/slightly down post report right now is the equivalent of +15% in [----]. Company is up 180% over [--] months. 120% yoy growth. Expanding margins. Growing backlog. This is an A+ report"
X Link 2026-02-11T22:05Z 10.7K followers, [----] engagements
"$TE Reality is whatever the reason behind the internal moves (good / bad/ otherwise). Stock is going to struggle until filing season is over and we have resolution. Emotionally prepare for that if you are holding through this. 🔹"
X Link 2026-02-12T14:41Z 10.7K followers, 12.9K engagements
"To be explicit: I have made no moves to sell any of my $TE and until I see something that explicitly breaks my thesis: - Not enough energy for AI - Off grid behind the meter mandate - Not enough solar panels in USA - Scarcity of FEOC compliant product I am not moving. 🔹"
X Link 2026-02-12T19:19Z 10.7K followers, [----] engagements
"Day [--] of sharing an under-followed FinX account. @Stockkof caught my eye because I havent seen an account like this and it aligns with my investment philosophy. Its 50% macro philosophical and 50% stock evaluation. If you follow me you know my investments are top down and more a factor of the macro environment than the company itself. Today I had a moment where I realized just how difficult this market has been since the big pullback in Oct/Nov (Nasdaq is down since Oct) and how fortunate I have been to continue to see big gains since then. The philosophies and thought process expressed by"
X Link 2026-02-13T00:09Z 10.7K followers, [----] engagements
"@user889889 @BlackScholesMan FWIW lawsuits is 100% a non factor"
X Link 2026-02-13T01:35Z 10.7K followers, [---] engagements
"Spotted Peter Tuchman just now leaving my Friday solo diner breakfast. Gotta be a sign. Green Day coming 💹"
X Link 2026-02-13T13:39Z 10.7K followers, [----] engagements
Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
- topic: Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $. required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
Example response:
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
Example response:
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
Schema:
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_id: The [network]::[unique_id] for the influencer
- creator_network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_posts: total number of posts with interactions in the last [--] hours
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
- network: Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok required
- id: Provide the unique ID or screen name of the creator required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
Example response:
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
- topic_influence: an array of social topics and the creators ranking on each topic
- topic: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
- top_community: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
Creator Time Series
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
- network: Influencer social network required
- id: The unique id or screen name of the creator required
- bucket: bucket time series data into hours or days. default is hours.
- interval: Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored.
- start: The start time (unix timestamp) to go back to.
- end: The end time (unix timestamp) to stop at.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
Example response:
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
Schema:
- config: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
- network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- interval: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
- start: Start/from unix timestamp (in seconds)
- end: End/to unix timestamp (in seconds)
- bucket: Data is generally bucketed into hours or days
- name: The full name of the asset
- generated: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
- time: A unix timestamp (in seconds)
- followers: The number of publicly displayed followers the creator has
- interactions: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
- posts_active: number of unique social posts with interactions
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing