[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @ValueByMarkus Markus Markus posts on X about $harvia, if you, ai, $iren the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1359908609795231751/interactions)  - X Week XXXXX -XX% - X Month XXXXXXX +89% - X Months XXXXXXX +232,950% - X Year XXXXXXX +298,014% ### Mentions: X [#](/creator/twitter::1359908609795231751/posts_active)  - X Week XX -XX% - X Month XX -XX% - X Months XXX +8,160% - X Year XXX +5,843% ### Followers: XXXXX [#](/creator/twitter::1359908609795231751/followers)  - X Week XXXXX +0.81% - X Month XXXXX +34% - X Months XXXXX +5,683% - X Year XXXXX +1,524% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1359908609795231751/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XX% [countries](/list/countries) XXXXX% [vc firms](/list/vc-firms) #49 [cryptocurrencies](/list/cryptocurrencies) XXXX% [technology brands](/list/technology-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [$harvia](/topic/$harvia) #1, [if you](/topic/if-you) 13.33%, [ai](/topic/ai) 13.33%, [$iren](/topic/$iren) #46, [acquisition](/topic/acquisition) 6.67%, [$teq](/topic/$teq) 6.67%, [ceo](/topic/ceo) 6.67%, [$fig](/topic/$fig) 6.67%, [ipo](/topic/ipo) 6.67%, [$story](/topic/$story) XXXX% **Top accounts mentioned or mentioned by** [@lauri3ac](/creator/undefined) [@jorgemoj](/creator/undefined) [@fiscalai](/creator/undefined) [@a16z](/creator/undefined) [@jorge_moj](/creator/undefined) [@lannickhoang](/creator/undefined) **Top assets mentioned** [IREN Limited (IREN)](/topic/$iren) [Simplify Macro Strategy ETF (FIG)](/topic/$fig) [Story (STORY)](/topic/$story) [Spotify Technology (SPOT)](/topic/$spot) ### Top Social Posts Top posts by engagements in the last XX hours "$Harvia insider acquisition: Heiner Olbrich Chairman of Harvia Board of Directors has increased his stake by purchasing 1000 shares at XX. He now holds 3000 shares reflecting alignment with shareholder interests though it remains a relatively minor position" [X Link](https://x.com/ValueByMarkus/status/1968783374186672217) 2025-09-18T21:05Z 2370 followers, 3150 engagements "@jorge_moj Fair point. Id assume that the bigger you get the more competition there will be pushing prices up and returns closer to the cost of capital / market returns. The serial-acquirer model is quite trendy right now but Im confident in $TEQ capital allocation capabilities" [X Link](https://x.com/ValueByMarkus/status/1980609074463949020) 2025-10-21T12:16Z 2371 followers, XXX engagements "Harvia just appointed Nathan Hagemeier as Head of North America & President of Harvia US. After the Group CEO this is arguably the most critical role in $HARVIA right now. A key region with massive long-term potential and where execution has been great so far. The US market is fragmented early-stage and more brand-driven. Execution in sales and distribution matters more than heritage or craftsmanship. Unknown name to me. I like his strong sales background but remain a bit skeptical about the lack of sauna/wellness industry expertise" [X Link](https://x.com/ValueByMarkus/status/1982948106837627000) 2025-10-27T23:10Z 2374 followers, XXX engagements "Brutal start for $FIG After the initial IPO rally lock-ups limit insider selling for now: insiders cant sell until Jan 2026 with only limited earlyrelease clauses. Add in broader (healthy) tech corrections and the early momentum is fading fast. Still IMO a nice product" [X Link](https://x.com/ValueByMarkus/status/1989974380374528480) 2025-11-16T08:30Z 2374 followers, 1573 engagements "Are $STORY and other audiobook platforms now cooked $SPOT expanding into audiobooks was never a surprise only the timing. Now the competitive pressure in audio is about to get brutal. When a player with 700M+ MAU world-class distribution and real financial firepower decides to enter a niche the standalone specialists rarely win. Spotifys scale advantage is so overwhelming that its hard to see a long-term scenario where they dont dominate audiobooks. Anecdotally: Ive been on Spotify Premium for years. Its arguably the stickiest subscription I pay for massive value per euro. For most users" [X Link](https://x.com/ValueByMarkus/status/1990843312123588959) 2025-11-18T18:03Z 2370 followers, 3562 engagements "7 Moats for AI Companies - Applied to $IREN Today I listened to an excellent Y Combinator podcast (linked below) on The X Most Powerful Moats for AI Startups inspired by Hamilton Helmers book X Powers. It got me thinking: how do these moats translate to AI infrastructure and more specifically to $IREN considering the moats are very different for Infrastructure and application layer companies.Lets dive in: Before anything: Speed In AI infrastructure speed and execution capability are everything. Early movers who secure land grid access vertical integration and GPU supply chains gain a" [X Link](https://x.com/ValueByMarkus/status/1994531186035875991) 2025-11-28T22:17Z 2370 followers, 35.6K engagements "Smart Eye just dropped two new DMS design wins: tiny in absolute terms (15 MSEK). What is interesting: Theyre landing truck program. Heavy-duty OEM adoption is becoming a solid business. And once Smart Eye is inside an OEMs stack follow-on nominations tend to compound. But my focus (and the markets focus) hasnt changed: 2026 = cash flow. Everything else is secondary. I still expect $SEYE to turn cash-flow positive in H1 2026 without needing expensive equity or debt. The risk A poorly timed capital raise if OEM supply/demand swings turn against them. Still potentially on the table. $SEYE now" [X Link](https://x.com/ValueByMarkus/status/1997057904898166973) 2025-12-05T21:38Z 2370 followers, 1414 engagements "Jamie Dimon: A Serious 2028 Contender XX years at JPMorgan. Multiple crises navigated. A track record of rational decision-making. Dimon understands: - The risks and incentives in the global financial system - The geopolitical fractures between WestEastSouth - How economic power actually compounds. Hes the rare leader who could bridge Wall Street Main Street and a fractured political center" [X Link](https://x.com/ValueByMarkus/status/1998092062017696244) 2025-12-08T18:07Z 2371 followers, 1989 engagements "What a chart by @a16z - a clean snapshot of AI power demand exploding far beyond todays available capacity. IMO this is the high-level energy moat thesis for players like $IREN: theyve already secured X GW of renewable grid access. Securing power ahead of the AI infra build-out doesnt guarantee success but it increasingly shapes who can scale and who cant. Even if you ignore $IREN vertical integration capabilities the speed operational efficiency and scale advantages the reality is simple: energy might already be even bigger bottleneck than GPUs and huge CAPEX. And that bottleneck likely" [X Link](https://x.com/ValueByMarkus/status/1998505203146924375) 2025-12-09T21:29Z 2376 followers, 1497 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@ValueByMarkus Markus
Markus posts on X about $harvia, if you, ai, $iren the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX -XX%
- X Month XXXXXXX +89%
- X Months XXXXXXX +232,950%
- X Year XXXXXXX +298,014%
Mentions: X #
- X Week XX -XX%
- X Month XX -XX%
- X Months XXX +8,160%
- X Year XXX +5,843%
Followers: XXXXX #
- X Week XXXXX +0.81%
- X Month XXXXX +34%
- X Months XXXXX +5,683%
- X Year XXXXX +1,524%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XXXXX% finance XX% countries XXXXX% vc firms #49 cryptocurrencies XXXX% technology brands XXXX% automotive brands XXXX%
Social topic influence $harvia #1, if you 13.33%, ai 13.33%, $iren #46, acquisition 6.67%, $teq 6.67%, ceo 6.67%, $fig 6.67%, ipo 6.67%, $story XXXX%
Top accounts mentioned or mentioned by @lauri3ac @jorgemoj @fiscalai @a16z @jorge_moj @lannickhoang
Top assets mentioned IREN Limited (IREN) Simplify Macro Strategy ETF (FIG) Story (STORY) Spotify Technology (SPOT)
Top Social Posts
Top posts by engagements in the last XX hours
"$Harvia insider acquisition: Heiner Olbrich Chairman of Harvia Board of Directors has increased his stake by purchasing 1000 shares at XX. He now holds 3000 shares reflecting alignment with shareholder interests though it remains a relatively minor position"
X Link 2025-09-18T21:05Z 2370 followers, 3150 engagements
"@jorge_moj Fair point. Id assume that the bigger you get the more competition there will be pushing prices up and returns closer to the cost of capital / market returns. The serial-acquirer model is quite trendy right now but Im confident in $TEQ capital allocation capabilities"
X Link 2025-10-21T12:16Z 2371 followers, XXX engagements
"Harvia just appointed Nathan Hagemeier as Head of North America & President of Harvia US. After the Group CEO this is arguably the most critical role in $HARVIA right now. A key region with massive long-term potential and where execution has been great so far. The US market is fragmented early-stage and more brand-driven. Execution in sales and distribution matters more than heritage or craftsmanship. Unknown name to me. I like his strong sales background but remain a bit skeptical about the lack of sauna/wellness industry expertise"
X Link 2025-10-27T23:10Z 2374 followers, XXX engagements
"Brutal start for $FIG After the initial IPO rally lock-ups limit insider selling for now: insiders cant sell until Jan 2026 with only limited earlyrelease clauses. Add in broader (healthy) tech corrections and the early momentum is fading fast. Still IMO a nice product"
X Link 2025-11-16T08:30Z 2374 followers, 1573 engagements
"Are $STORY and other audiobook platforms now cooked $SPOT expanding into audiobooks was never a surprise only the timing. Now the competitive pressure in audio is about to get brutal. When a player with 700M+ MAU world-class distribution and real financial firepower decides to enter a niche the standalone specialists rarely win. Spotifys scale advantage is so overwhelming that its hard to see a long-term scenario where they dont dominate audiobooks. Anecdotally: Ive been on Spotify Premium for years. Its arguably the stickiest subscription I pay for massive value per euro. For most users"
X Link 2025-11-18T18:03Z 2370 followers, 3562 engagements
"7 Moats for AI Companies - Applied to $IREN Today I listened to an excellent Y Combinator podcast (linked below) on The X Most Powerful Moats for AI Startups inspired by Hamilton Helmers book X Powers. It got me thinking: how do these moats translate to AI infrastructure and more specifically to $IREN considering the moats are very different for Infrastructure and application layer companies.Lets dive in: Before anything: Speed In AI infrastructure speed and execution capability are everything. Early movers who secure land grid access vertical integration and GPU supply chains gain a"
X Link 2025-11-28T22:17Z 2370 followers, 35.6K engagements
"Smart Eye just dropped two new DMS design wins: tiny in absolute terms (15 MSEK). What is interesting: Theyre landing truck program. Heavy-duty OEM adoption is becoming a solid business. And once Smart Eye is inside an OEMs stack follow-on nominations tend to compound. But my focus (and the markets focus) hasnt changed: 2026 = cash flow. Everything else is secondary. I still expect $SEYE to turn cash-flow positive in H1 2026 without needing expensive equity or debt. The risk A poorly timed capital raise if OEM supply/demand swings turn against them. Still potentially on the table. $SEYE now"
X Link 2025-12-05T21:38Z 2370 followers, 1414 engagements
"Jamie Dimon: A Serious 2028 Contender XX years at JPMorgan. Multiple crises navigated. A track record of rational decision-making. Dimon understands: - The risks and incentives in the global financial system - The geopolitical fractures between WestEastSouth - How economic power actually compounds. Hes the rare leader who could bridge Wall Street Main Street and a fractured political center"
X Link 2025-12-08T18:07Z 2371 followers, 1989 engagements
"What a chart by @a16z - a clean snapshot of AI power demand exploding far beyond todays available capacity. IMO this is the high-level energy moat thesis for players like $IREN: theyve already secured X GW of renewable grid access. Securing power ahead of the AI infra build-out doesnt guarantee success but it increasingly shapes who can scale and who cant. Even if you ignore $IREN vertical integration capabilities the speed operational efficiency and scale advantages the reality is simple: energy might already be even bigger bottleneck than GPUs and huge CAPEX. And that bottleneck likely"
X Link 2025-12-09T21:29Z 2376 followers, 1497 engagements