# ![@disruptorinvest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1156342355848568832.png) @disruptorinvest Dr. Paul Christianson

Dr. Paul Christianson posts on X about $ampx, ceo, $sezl, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1156342355848568832/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1156342355848568832/c:line/m:interactions.svg)

- [--] Week [-----] -82%
- [--] Month [------] -48%
- [--] Months [---------] +28,109%
- [--] Year [---------] +2,651%

### Mentions: [--] [#](/creator/twitter::1156342355848568832/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1156342355848568832/c:line/m:posts_active.svg)

- [--] Month [--] +19%
- [--] Months [---] +2,389%
- [--] Year [---] +278%

### Followers: [-----] [#](/creator/twitter::1156342355848568832/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1156342355848568832/c:line/m:followers.svg)

- [--] Week [-----] +0.06%
- [--] Month [-----] +3.60%
- [--] Months [-----] +401%
- [--] Year [-----] +453%

### CreatorRank: [---------] [#](/creator/twitter::1156342355848568832/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1156342355848568832/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  41.18% [stocks](/list/stocks)  33.33% [technology brands](/list/technology-brands)  7.84% [cryptocurrencies](/list/cryptocurrencies)  3.92% [events](/list/events)  3.92% [countries](/list/countries)  2.94% [exchanges](/list/exchanges)  0.98%

**Social topic influence**
[$ampx](/topic/$ampx) #8, [ceo](/topic/ceo) #4346, [$sezl](/topic/$sezl) #8, [in the](/topic/in-the) 10.78%, [$clsk](/topic/$clsk) 10.78%, [$slnh](/topic/$slnh) #18, [$amzn](/topic/$amzn) 6.86%, [bullish](/topic/bullish) 6.86%, [growth](/topic/growth) #3191, [ndaa](/topic/ndaa) 5.88%

**Top accounts mentioned or mentioned by**
[@dgrettaauthor](/creator/undefined) [@pennycheck](/creator/undefined) [@traderzmoon](/creator/undefined) [@vastcnc](/creator/undefined) [@smatthewschultz](/creator/undefined) [@financialernie](/creator/undefined) [@rolandoevargas](/creator/undefined) [@superioresearch](/creator/undefined) [@cruxcapital](/creator/undefined) [@mithus10xinvest](/creator/undefined) [@cleansparkinc](/creator/undefined) [@bourboncap](/creator/undefined) [@aktienakademie](/creator/undefined) [@jasonbr38474283](/creator/undefined) [@shortshoward](/creator/undefined) [@dohin](/creator/undefined) [@dekmartrades](/creator/undefined) [@thevalueist](/creator/undefined) [@fundmyfund](/creator/undefined) [@marketmaestro1](/creator/undefined)

**Top assets mentioned**
[Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Bitfarms Ltd. (BITF)](/topic/$bitf) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Iris Energy Limited (IREN)](/topic/$iren) [3M Co (MMM)](/topic/$mmm) [Bitcoin (BTC)](/topic/bitcoin) [TG Therapeutics, Inc. (TGTX)](/topic/$tgtx) [Dave Inc. (DAVE)](/topic/$dave) [Ambarella, Inc. Ordinary Shares (AMBA)](/topic/$amba) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [L3Harris Technologies Inc (LHX)](/topic/$lhx) [NVIDIA Corp. (NVDA)](/topic/$nvda) [ZetaChain (ZETA)](/topic/$zeta)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Check out the recent increase in institutional ownership of $SLNH. This is a huge deal for $SLNH. There appears to be some big names initiating positions including Point72 and Jane Street. I think one little spark is going to ignite a monster rerate in the stock"  
[X Link](https://x.com/disruptorinvest/status/1995905017480392903)  2025-12-02T17:16Z [----] followers, 13.7K engagements


"Current thoughts on $SEZL after having an opportunity to spend [---] hours researching the company and interviewing the CEO. [--]. CEO - Charlie is one of the top CEOs and operators I've analyzed over about two decades of doing it as part of my profession. Charlie owns 43% of shares outstanding of $SEZL and is hyper aligned with shareholders. He recently authorized an additional $100M share buyback after just completing a $50M buyback. He founded the company [--] years ago and emits all of the qualities you want to see in a CEO. An entrepreneurial spirit combined with a top tier financial acumen. He"  
[X Link](https://x.com/disruptorinvest/status/2009360409090834838)  2026-01-08T20:23Z [----] followers, 20.6K engagements


"$SEZL is operating at such a high level. I cant remember the last time I saw a chart like this one. Maybe an early $TTD. Below are some of my thoughts after interviewing the CEO. Ive been getting questions on whether the 10% interest rate cap would impact $SEZL. My thoughts are that it would only accelerate growth and adoption of BNPL. Current thoughts on $SEZL after having an opportunity to spend [---] hours researching the company and interviewing the CEO. [--]. CEO - Charlie is one of the top CEOs and operators I've analyzed over about two decades of doing it as part of my profession. Charlie"  
[X Link](https://x.com/disruptorinvest/status/2011163074691313666)  2026-01-13T19:46Z [----] followers, [----] engagements


"Current thoughts on $SLNH. $SLNH has recently shared a bunch of major updates. [--]. Siemens Partnership - Siemens will be working with $SLNH on the 2MW pilot at Project Grace to deploy and validate a behind-the-meter power and controls approach to manage rapid GPU driven swings in power demand. This is a big partnership as it will provide a repeatable blueprint for future behind-the-meter AI deployments. Siemens is HUGE in infrastructure and likely can help $SLNH ensure Tier III uptime at their renewable energy sites. They also have access to steam turbines which could cut into delays. [--]. Kati"  
[X Link](https://x.com/anyuser/status/2012161514749276564)  2026-01-16T13:54Z [----] followers, 10.4K engagements


"The $CRDO and $MMM patent license news appears to be pretty significant. $CRDO stock appears to have been under pressure from forecasters trying to count the number of purple cords in databases to see which ones are from $CRDO. When they didnt see purple cords indicating $CRDO the assumption was that theyre losing market share. Below is what the CEO had to say about it at Barclays which may provide some alpha. Pretty strong fundamentals on $CRDO. Currently trading at $143.50 with a $227.93 consensus price target amongst [--] analysts. Please do your own diligence when making investment"  
[X Link](https://x.com/disruptorinvest/status/2014345213532110891)  2026-01-22T14:31Z [----] followers, [----] engagements


"Forbes reports $AMZN has a goal of delivering 500M packages a year via drone by [----]. We know that $AMPX has moved into the 'Integration Assessment' phase with $AMZN to play a meaningful role in their clean energy transition. It's possible we may get some product integration announcements in the coming weeks/months that are larger than originally anticipated. In press releases $AMPX has indicated their intent to play a meaningful role in the clean energy transition for $AMZN across aviation mobility and beyond. https://youtu.be/Igutz5CYx14 https://youtu.be/Igutz5CYx14"  
[X Link](https://x.com/anyuser/status/2016627102939041870)  2026-01-28T21:39Z [----] followers, [----] engagements


"Theres a reason why $SEZL keeps authorizing share buybacks. The CEO owns 43% of shares and is fully aligned with shareholders. I think the real alpha is that the company still needs to rerate at least 4x to reach the valuation of peers like $AFRM. Whats incredible is $SEZL would still have better growth and profitability metrics even after rerating 4x. https://twitter.com/i/web/status/2016862261718000024 https://twitter.com/i/web/status/2016862261718000024"  
[X Link](https://x.com/anyuser/status/2016862261718000024)  2026-01-29T13:13Z [----] followers, [----] engagements


"$GLXY has closed the gap from the 830MW ERCOT announcement and reports before the bell on Tuesday"  
[X Link](https://x.com/anyuser/status/2017281849282695359)  2026-01-30T17:00Z [----] followers, [----] engagements


"$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/disruptorinvest/status/2018333448235110572)  2026-02-02T14:39Z [----] followers, 12K engagements


"$SEZL has a rule of [--] score of 125%. $PLTR JUST SCORED A RULE-OF-40 SCORE OF 127% https://t.co/nWEpfKMbkH $PLTR JUST SCORED A RULE-OF-40 SCORE OF 127% https://t.co/nWEpfKMbkH"  
[X Link](https://x.com/disruptorinvest/status/2018443864311570766)  2026-02-02T21:58Z [----] followers, [----] engagements


"Big $AMPX news this morning. This partnership helps fulfill US based demand and expands capacity beyond 2.0GWh. https://ir.amprius.com/news-events/press-releases/detail/157/amprius-secures-strategic-u-s--based-manufacturing-partner-to-scale-domestic-silicon-anode-battery-production https://ir.amprius.com/news-events/press-releases/detail/157/amprius-secures-strategic-u-s--based-manufacturing-partner-to-scale-domestic-silicon-anode-battery-production"  
[X Link](https://x.com/disruptorinvest/status/2018681175200465183)  2026-02-03T13:41Z [----] followers, [----] engagements


"$AMPX just filed an 8K indicating there's a $20M termination fee associated with the Colorado lease. https://ir.amprius.com/sec-filings/all-sec-filings/content/0001899287-26-000005/ampx-20260130.htm https://ir.amprius.com/sec-filings/all-sec-filings/content/0001899287-26-000005/ampx-20260130.htm"  
[X Link](https://x.com/anyuser/status/2018787240965812436)  2026-02-03T20:42Z [----] followers, [----] engagements


"Great interview if you're interested in $SEZL. 🚨🚨🚨NEW PODCAST EPISODE 🚨🚨🚨 Sezzle: Why This BNPL Stock Has Multibagger Potential $SEZL w/ @ManuInvests (00:00) Introduction (01:57) Understanding Sezzle's Business Model (03:35) The Appeal of Buy Now Pay Later (05:50) Sezzle's Unique Position in the Market (09:24) https://t.co/RGXAdVihxN 🚨🚨🚨NEW PODCAST EPISODE 🚨🚨🚨 Sezzle: Why This BNPL Stock Has Multibagger Potential $SEZL w/ @ManuInvests (00:00) Introduction (01:57) Understanding Sezzle's Business Model (03:35) The Appeal of Buy Now Pay Later (05:50) Sezzle's Unique Position in the"  
[X Link](https://x.com/disruptorinvest/status/2019082424223752707)  2026-02-04T16:15Z [----] followers, [----] engagements


"$AMPX ($1.6B MC) just announced they're working directly with $LHX ($63.3B MC) as part of the manufacturing partnership with Nanotech Energy. That's a big deal for $AMPX that I don't see many investors have picked up on. $AMPX just went from adding [--] customers in Q225 to [--] in Q325 for a total of [---]. That's almost a doubling QoQ and they may have added a lot more at CES after winning the innovation award. Given the performance benefits of using $AMPX and signing of partners like $LHX it seems to me like $AMPX may become the go-to battery provider for many large companies. If $AMPX becomes"  
[X Link](https://x.com/anyuser/status/2019100773091602848)  2026-02-04T17:28Z [----] followers, [----] engagements


"Big pre-announcement for $CRDO. Stock is up 34% today. https://investors.credosemi.com/news-events/news/news-details/2026/Credo-Provides-Preliminary-Third-Quarter-Fiscal-Year-2026-Revenue-Results-Updated-Revenue-Guidance-for-Fourth-Quarter-of-Fiscal-Year-2026-and-Schedules-Third-Quarter-Fiscal-Year-2026-Financial-Results-Conference-Call/default.aspx The $CRDO and $MMM patent license news appears to be pretty significant. $CRDO stock appears to have been under pressure from forecasters trying to count the number of purple cords in databases to see which ones are from $CRDO. When they didnt see"  
[X Link](https://x.com/disruptorinvest/status/2020969172956742112)  2026-02-09T21:12Z [----] followers, [----] engagements


"Good job. Will also add the government is helping fund NDAA compliance and CEO was in Washington meeting with reps. An inflection is a near doubling of the customer adds QoQ. Pretty confident $AMPX is working with Anduril as well. We know theyve advanced with $AMZN for integration into some of their product lines. CFO is pointing towards gross margin expansion and CEO indicated the likelihood of profitability in [----] ahead of analyst estimates in interviews. CES innovation award winner helps with visibility. While theyre ahead of competition need to watch advancements in lithium sulfur and"  
[X Link](https://x.com/disruptorinvest/status/2017955733795471759)  2026-02-01T13:38Z [----] followers, [----] engagements


"@TraderzMoon I like the capital light model but a $20M termination is material to a company doing $20M in revenue a quarter"  
[X Link](https://x.com/disruptorinvest/status/2018800845031411918)  2026-02-03T21:36Z [----] followers, [---] engagements


"@mithus10xinvest @VASTCNC Very smart timing. Just a blip long term and I prefer the capital light model but $20M is material. Maybe get some clarity from them at Oppenheimer tomorrow"  
[X Link](https://x.com/disruptorinvest/status/2018842088159510579)  2026-02-04T00:20Z [----] followers, [--] engagements


"@TraderzMoon https://ir.amprius.com/news-events/press-releases/detail/157/amprius-secures-strategic-u-s--based-manufacturing-partner-to-scale-domestic-silicon-anode-battery-production https://ir.amprius.com/news-events/press-releases/detail/157/amprius-secures-strategic-u-s--based-manufacturing-partner-to-scale-domestic-silicon-anode-battery-production"  
[X Link](https://x.com/disruptorinvest/status/2019128857723654617)  2026-02-04T19:20Z [----] followers, [---] engagements


"Here's what they were saying a few weeks ago at Barclays. Jensen from $NVDA was also mentioning in a webinar recently that they're still planning to use copper for scale-up as long as they can use it. $CRDO is also moving into optics which should show up in [----]. https://x.com/disruptorinvest/status/2014345213532110891s=20 https://x.com/disruptorinvest/status/2014345213532110891s=20"  
[X Link](https://x.com/disruptorinvest/status/2020980966458564954)  2026-02-09T21:59Z [----] followers, [---] engagements


"This should change the narrative on $CRDO in the near term which is why I think they pre announced. They dont report until March [--] and I think we could run back to ATH by then given the projected [--] hyperscaler capex. Valuation seems supportive. Not sure about broader market. Hard to find bargains. That $UAMY call you had was a good one as that also keeps popping up on my scans. I also like $MRVL. https://twitter.com/i/web/status/2021028628369166451 https://twitter.com/i/web/status/2021028628369166451"  
[X Link](https://x.com/disruptorinvest/status/2021028628369166451)  2026-02-10T01:09Z [----] followers, [---] engagements


"@DGretta_Author Check out the EPS estimates on $CLSK. They've got one really bullish analyst putting out 28/29 estimates. Agree on management. Aligned with shareholders and likely to have some deal announcements soon"  
[X Link](https://x.com/disruptorinvest/status/2009653772268769379)  2026-01-09T15:49Z [----] followers, [----] engagements


"@DGretta_Author My only concern is that I feel like they should have a deal by now. That have a lot of very small sites and I'm wondering what the hyperscaler demand is like for smaller sites"  
[X Link](https://x.com/disruptorinvest/status/2009658479989125483)  2026-01-09T16:08Z [----] followers, [---] engagements


"You want large sites hosting AI/HPC. I'd just think by now they'd be churning out deals given how many locations they have. $BITF looks really appealing here. I think they're going to get the 1GW site at Scrubgrass which connect directly to a natural gas pipeline. They have some geographical advantages as well. https://twitter.com/i/web/status/2009660497549738464 https://twitter.com/i/web/status/2009660497549738464"  
[X Link](https://x.com/disruptorinvest/status/2009660497549738464)  2026-01-09T16:16Z [----] followers, [---] engagements


"@VASTCNC Do you think they won't be able to adequately scale without the CO site This likely takes a lot of dilution risk off the table that would have been required for that facility"  
[X Link](https://x.com/disruptorinvest/status/2009711854734717357)  2026-01-09T19:40Z [----] followers, [---] engagements


"Yes it's a consideration. From my understanding $AMPX is planning to be NDAA compliant and roughly 75% of sales are ex US. Have they given any data as to why they're not planning to pursue the CO facility It doesn't seem to make much sense if that means they'll lose US sales from not being compliant. https://twitter.com/i/web/status/2009717710226153966 https://twitter.com/i/web/status/2009717710226153966"  
[X Link](https://x.com/disruptorinvest/status/2009717710226153966)  2026-01-09T20:03Z [----] followers, [---] engagements


"Its the supply and not demand as it pertains to inference loads that is changing. There are also quick setup turbine facilities now backed by institutional capital that are utilizing modular designs. Im not bearish on $CLSK at all. I just think theyre taking too long and that they lacked foresight in transitioning late. You also need to look at the size of their sites. https://twitter.com/i/web/status/2009730887819071904 https://twitter.com/i/web/status/2009730887819071904"  
[X Link](https://x.com/disruptorinvest/status/2009730887819071904)  2026-01-09T20:55Z [----] followers, [---] engagements


"Pivoting to AI/HPC is a no brainer IMO. Ive held shares of $CLSK for a while now. I think the stock doubles pretty easily from here once we get some deals. Consensus PT amongst the analysts is a double. I like the CEO. Maybe hes playing it out like Ben at $BITF and waiting for the best deals. Dave is probably right like usual I just dont know what its like on the ground right now for the Bitcoin miners. Youve just got the smartest companies in the world right now trying to come up with solutions to the power shortage which also concerns me holding the miners. I feel like the whole database in"  
[X Link](https://x.com/disruptorinvest/status/2009792359509217403)  2026-01-10T01:00Z [----] followers, [---] engagements


"If this were to get congressional approval what would be the actual hit to consumer spending 8% of ALL consumer spending is done on cards that carry a balance. Lenders would immediately reduce credit limits and restrict lending access while benefiting consumers carrying balances would still remain in repayment. Youd think the massive reduction of credit extension would have a significant impact on the main driver of the US economy in consumer spending. What am I missing here BREAKING: President Trump calls for a 10% cap on credit card interest rates for one year effective January 20th."  
[X Link](https://x.com/disruptorinvest/status/2009819147614441768)  2026-01-10T02:46Z [----] followers, [----] engagements


"@investingluc Check out my $AFRM and $SEZL comp"  
[X Link](https://x.com/disruptorinvest/status/2010091419038584985)  2026-01-10T20:48Z [----] followers, [----] engagements


"Siemens seems to make a lot of sense in terms of a partner for $SLNH. Siemens supplies steam turbines that could be installed at $SLNH sites to ensure Tier III uptime and get their 1GW+ energized much faster. I wonder if it would actually allow them to bypass ERCOT cues by going entirely behind the meter. Gas turbines are facing backlogs of 5-7 years whereas steam turbines are capable of much faster deployment. Big day for $SLNH as they announce a partnership with Siemens at Project Grace. Big day for $SLNH as they announce a partnership with Siemens at Project Grace"  
[X Link](https://x.com/disruptorinvest/status/2010369036530368955)  2026-01-11T15:11Z [----] followers, 11.6K engagements


"Ok here is my assessment. I agree with Dave that $CLSK provides one of the more asymmetrical upside opportunities in the sector at the current moment. I think its an easy double as do the analysts apparently. Gas turbine orders are facing major delivery waits of 5-7 years from order now. Theyre also using steam turbines as well for faster deployments but supply is still not going to come anywhere close to meeting demand. Once the deals come for $CLSK theyll likely come fast and furious which is likely a reference to the CEO post of a cheetah waiting at the start of a race against dogs. He"  
[X Link](https://x.com/disruptorinvest/status/2010374741207453882)  2026-01-11T15:34Z [----] followers, [----] engagements


"@edvestments @SandyFer0919 @smatthewschultz @CryptoWinnies @DGretta_Author Rubin is beneficial for the miners. Jevons paradox. I bet $CLSK is sitting on offers similar to $BITF"  
[X Link](https://x.com/disruptorinvest/status/2010440732981748065)  2026-01-11T19:56Z [----] followers, [---] engagements


"Check out the fundamentals and my recent interview with CEO of $SEZL. Could gap and go tomorrow with credit card news favoring BNPL. Traders are saying it could squeeze with a 30% short interest. Growth & Profitability Metrics Revenue Growth: $ZETA 35.87% (TTM) 32.22% (Fiscal 26) 13.85% (Fiscal 27) $SEZL 88.74% (TTM) 26.02% (Fiscal 26) 30.64% (Fiscal 27) PE Ratios: $ZETA [-----] (Fiscal 25) [-----] (Fiscal 26) [-----] (Fiscal 27) $SEZL [-----] (Fiscal 25) [-----] (Fiscal 26) [-----] (Fiscal 27) EPS: $ZETA .66 (Fiscal 25) .98 (Fiscal 26) [----] (Fiscal 27) $SEZL [----] (Fiscal 25) [----] (Fiscal 26) 5.36"  
[X Link](https://x.com/disruptorinvest/status/2010454206088417288)  2026-01-11T20:50Z [----] followers, [----] engagements


"@FinancialErnie @smatthewschultz @CleanSpark_Inc Ernie you've got some really good content on $CLSK. I was reviewing your channel today as I've been doing my DD. That's some great coverage. Nice job"  
[X Link](https://x.com/disruptorinvest/status/2010836761564307872)  2026-01-12T22:10Z [----] followers, [---] engagements


"@FinancialErnie @smatthewschultz @CleanSpark_Inc That's some very good research. It's helped to accelerate my learning. Thanks"  
[X Link](https://x.com/disruptorinvest/status/2010842300323111059)  2026-01-12T22:32Z [----] followers, [--] engagements


"@BourbonCap $CLSK $TGTX $SEZL"  
[X Link](https://x.com/disruptorinvest/status/2010850371820806473)  2026-01-12T23:04Z [----] followers, [----] engagements


"$SLNH announces they have an LOI with a neocloud and potential 50MW+ expansion of Kati [--]. Those are some big PPAs as well. Will provide additional commentary when I have some time to review the details. Our Business Update is out Here is a summary of AI-related updates Project Kati [--] (Under Development AI/HPC Hosting): The site is currently under a (non-binding) letter of intent from a potential Neocloud tenant. Working with EDF to source an additional 50MW+ from the Our Business Update is out Here is a summary of AI-related updates Project Kati [--] (Under Development AI/HPC Hosting): The site"  
[X Link](https://x.com/disruptorinvest/status/2011072401283408110)  2026-01-13T13:46Z [----] followers, [----] engagements


"Check out the projected revenue growth for $AMPX. I'm starting to get really bullish on $AMPX. The company develops silicon anode lithium-ion batteries for DRONES that are 2x lighter longer and stronger than the nearest competitor. Giving drone companies the ability to stay in the air twice as long is a huge deal. They I'm starting to get really bullish on $AMPX. The company develops silicon anode lithium-ion batteries for DRONES that are 2x lighter longer and stronger than the nearest competitor. Giving drone companies the ability to stay in the air twice as long is a huge deal. They"  
[X Link](https://x.com/disruptorinvest/status/2011095195295601047)  2026-01-13T15:17Z [----] followers, 10.6K engagements


"@CryptoDegenDeFi They did a $32M on 12/5 which has been pressuring the stock. Where are you seeing a $25M"  
[X Link](https://x.com/disruptorinvest/status/2011097709802111156)  2026-01-13T15:27Z [----] followers, [---] engagements


"International should only grow IMO with the manufacturing in Korea. The CEO recently discussed joining manufacturing consortiums. Im glad they arent planning the Colorado plant. Balance sheet is strong right now. Would rather see them work with an outsourced manufacturer via consortium. There is some risk to onshoring but it sounds like theyve got it under control. https://twitter.com/i/web/status/2011167011884138874 https://twitter.com/i/web/status/2011167011884138874"  
[X Link](https://x.com/disruptorinvest/status/2011167011884138874)  2026-01-13T20:02Z [----] followers, [--] engagements


"@AktienAkademie From my understanding SES is emerging but their performance still doesnt match $AMPX and is unproven"  
[X Link](https://x.com/disruptorinvest/status/2011226728052511095)  2026-01-13T23:59Z [----] followers, [---] engagements


"$CLSK out with big news this morning and has a huge short interest. Data Dave and I have been calling out $CLSK as being undervalued. Check out the forward PE estimates. @DGretta_Author Check out the EPS estimates on $CLSK. They've got one really bullish analyst putting out 28/29 estimates. Agree on management. Aligned with shareholders and likely to have some deal announcements soon. https://t.co/fmAyg6dCjG @DGretta_Author Check out the EPS estimates on $CLSK. They've got one really bullish analyst putting out 28/29 estimates. Agree on management. Aligned with shareholders and likely to have"  
[X Link](https://x.com/disruptorinvest/status/2011442201985962199)  2026-01-14T14:16Z [----] followers, [----] engagements


"A couple of days ago I presented three stocks that I thought were undervalued. $CLSK and $TGTX are now up huge. $SEZL is so undervalued that it would need to 4x just to get close to the valuation of $AFRM. @BourbonCap $CLSK $TGTX $SEZL @BourbonCap $CLSK $TGTX $SEZL"  
[X Link](https://x.com/disruptorinvest/status/2011442986044047499)  2026-01-14T14:19Z [----] followers, [----] engagements


"@DGretta_Author You think $CLSK is going to squeeze with the 32% short interest Analysts should be revising estimates up"  
[X Link](https://x.com/disruptorinvest/status/2011444763812040996)  2026-01-14T14:26Z [----] followers, [---] engagements


"@RolandoEVargas They're likely waiting for the Rubins very similar to $BITF. Deals are actually getting better as MW are being removed. They have a lot of analyst coverage and I'd anticipate the news today will result in upgrades. We'll see"  
[X Link](https://x.com/disruptorinvest/status/2011448880274296885)  2026-01-14T14:42Z [----] followers, [---] engagements


"@71boy71 It's heavily shorted. Likely institutions hedging against other positions"  
[X Link](https://x.com/disruptorinvest/status/2011451967546225076)  2026-01-14T14:54Z [----] followers, [--] engagements


"@JasonBr38474283 @RolandoEVargas https://nvidianews.nvidia.com/news/rubin-platform-ai-supercomputer https://nvidianews.nvidia.com/news/rubin-platform-ai-supercomputer"  
[X Link](https://x.com/disruptorinvest/status/2011452223126184294)  2026-01-14T14:55Z [----] followers, [---] engagements


"@JasonBr38474283 @RolandoEVargas @FinancialErnie I'm very confident they're sitting on more than one offer for GA. Location and demand"  
[X Link](https://x.com/disruptorinvest/status/2011455526568394767)  2026-01-14T15:09Z [----] followers, [--] engagements


"$AMPX Quarterly Revenue Growth 1Q25 to 2Q25 = 34% QoQ 2Q25 to 3Q25 = 42% QoQ Notice the acceleration. $AMPX Growing Customer Base Check out the inflection in 3Q25. 1Q25 - [--] 2Q25 - [--] 3Q25 - [--] They now have a total of [---] customers in rapidly growing markets. Drone manufacturers likely want to source the best batteries for their drones and thats where $AMPX delivers. 1/2 $AMPX Growing Customer Base Check out the inflection in 3Q25. 1Q25 - [--] 2Q25 - [--] 3Q25 - [--] They now have a total of [---] customers in rapidly growing markets. Drone manufacturers likely want to source the best batteries for"  
[X Link](https://x.com/disruptorinvest/status/2011463060477595718)  2026-01-14T15:38Z [----] followers, [----] engagements


"@AktienAkademie @BlackScholesMan Review the restructuring on 10/23/24. I personally don't have an issue with it but others may. I focus on finding stocks undergoing inflections and rerates"  
[X Link](https://x.com/disruptorinvest/status/2011470658429972597)  2026-01-14T16:09Z [----] followers, [--] engagements


"@theDAOKING I know some but theyre more in the database storage space. Ive done a pretty exhaustive search on the tech and havent found any companies with tech as good as $AMPX"  
[X Link](https://x.com/disruptorinvest/status/2011531852398673990)  2026-01-14T20:12Z [----] followers, [---] engagements


"I think we could start seeing a lot of upwards analyst revisions on $CLSK after todays news. This seems like it could mark a sentiment change on the stock with a lot of fuel from the high short interest and potential upgrades. If you dont follow Ernie Id encourage you to do so. He provides some incredible coverage. $CLSK With the addition of another 600MW of planned HPC capacity @CleanSpark_Incs price target should be lifted 🚀 lets see what the analysts think now 👏💪 https://t.co/lB8aIfsp2n $CLSK With the addition of another 600MW of planned HPC capacity @CleanSpark_Incs price target should"  
[X Link](https://x.com/disruptorinvest/status/2011535244617482371)  2026-01-14T20:25Z [----] followers, [----] engagements


"@handlesRdumb I think theyre obviously doing it for a reason and if they were to raise the last time they raised over $1B at a 0% coupon. Theyve got a ton of Bitcoin on the balance sheet"  
[X Link](https://x.com/disruptorinvest/status/2011560661562913044)  2026-01-14T22:06Z [----] followers, [--] engagements


"@NishantSeth201 Whats the reason for the short interest"  
[X Link](https://x.com/disruptorinvest/status/2011596918238122077)  2026-01-15T00:30Z [----] followers, [--] engagements


"The consensus price target amongst [--] analysts is $48.59 for $GLXY. This was before the news today of an additional 830MW being approved by ERCOT. Anticipating a lot of upward analyst revisions. $GLXY is currently trading at $30.60"  
[X Link](https://x.com/disruptorinvest/status/2011830722844045530)  2026-01-15T15:59Z [----] followers, [----] engagements


"@Hap0606 I don't provide financial advice unfortunately. Please do your own due diligence before making investment decisions"  
[X Link](https://x.com/disruptorinvest/status/2011835752401768850)  2026-01-15T16:19Z [----] followers, [--] engagements


"@Pixelresearch_ I've looked at $DAVE and this is the issue I see"  
[X Link](https://x.com/disruptorinvest/status/2011878299270856914)  2026-01-15T19:09Z [----] followers, [---] engagements


"I believe Novogratz previously noted in an interview that they likely wouldnt sign another lease with $CRWV to diversify their tenants. Id anticipate itll be a hyperscaler. Investors also want to follow their digital assets business as that scales with the new Galaxy One app targeting retail. They just had a large gathering for analysts to help them understand both the digital assets and infrastructure sides of their business. I anticipate PT to increase to around $62. The new lease should be on much better terms than the original $CRWV deal. Full build out is 3.5GW at Helios."  
[X Link](https://x.com/disruptorinvest/status/2012128716244017418)  2026-01-16T11:44Z [----] followers, [---] engagements


"If there is a 10% cap on credit cards the downriver impact of that is a reduction in credit extension. This would likely result in consumers seeking alternatives like BNPL. Although the stock is being pressured being in the financial services sector this would be very bullish for $SEZL IMO irregardless of short term stock price fluctuations. https://twitter.com/i/web/status/2012172475203768631 https://twitter.com/i/web/status/2012172475203768631"  
[X Link](https://x.com/disruptorinvest/status/2012172475203768631)  2026-01-16T14:37Z [----] followers, [---] engagements


"@m_MTG63 Why do you think it's viewed as toxic It's 0% interest and doesn't allow consumers to spiral into debt at high interest rates. What you're seeing in the financial sector is an attack on banks (via crypto) and attack on credit cards (via BNPL)"  
[X Link](https://x.com/disruptorinvest/status/2012174527871041865)  2026-01-16T14:46Z [----] followers, [--] engagements


"@ShortsHoward Who is the market clerk Siemens likely wants to do this as it'll potentially open a new market for them in terms of supplemental MW supply"  
[X Link](https://x.com/disruptorinvest/status/2012175625566494976)  2026-01-16T14:50Z [----] followers, [---] engagements


"@Diegotrade2025 What's the $IREN rule"  
[X Link](https://x.com/disruptorinvest/status/2012223296721350681)  2026-01-16T17:59Z [----] followers, [---] engagements


"$IREN GW are much more valuable than $SLNH IMO. They'll be attracting major hyperscaler demand given their large sites. It is a bit concerning that $SLNH already went with a MOU from a neocloud. If the demand was there you'd think they'd wait. That's me speculating though and I'm not on the ground knowing the intricate details. https://twitter.com/i/web/status/2012229615272484910 https://twitter.com/i/web/status/2012229615272484910"  
[X Link](https://x.com/disruptorinvest/status/2012229615272484910)  2026-01-16T18:25Z [----] followers, [---] engagements


"@doh_in @Superioresearch @DekmarTrades @TheValueist @fundmyfund @MarketMaestro1 @pennycheck @MMMTwealth @YieldBouncer @smantel CEO stated at CES he anticipates reaching profitability in [----] but did not indicate a specific quarter. Currently waiting for information on how they plan to go about manufacturing for NDAA compliance"  
[X Link](https://x.com/disruptorinvest/status/2013253474889158675)  2026-01-19T14:13Z [----] followers, [---] engagements


"My opinion is forward growth estimates may be too low as many were modeled before they nearly doubled their QoQ customer additions. Notice how they accelerate into [----]. This is expected to be profitable growth. Search for StockTwits Amprius CEO CES interview to see the most recent interview. He mentioned he would be in Washington last week which gives confidence to them meeting NDAA compliance even though they are no longer pushing the Colorado manufacturing facility"  
[X Link](https://x.com/disruptorinvest/status/2013290055356363012)  2026-01-19T16:38Z [----] followers, [---] engagements


"The big thing thats not priced in is the dividend checks set to go out to the bulk of $SEZL customers soon and like you said interest rates coming down. I think its at around 11% on their current debt. They just authorized $100M share repurchase and Im not at all concerned about the debt when theyre churning 2x debt in cash from operations. I believe Charlie was actually asked a question about this and that they could likely self-fund if they want. Hes hyper focused on operational efficiencies. Compare $SEZL valuation to that of $AFRM and its 4x undervalued."  
[X Link](https://x.com/disruptorinvest/status/2013345648720953473)  2026-01-19T20:19Z [----] followers, [---] engagements


"@pennycheck @laibyglatt @fundmyfund @Superioresearch @doh_in @DekmarTrades @TheValueist @MarketMaestro1 @MMMTwealth @YieldBouncer @smantel They said theyre moving mfg out of China to Korea unless Im missing something on the materials side. Theyre currently 75% international customer base. Would they not still be able to service those customers through a China mfg or does it all have to go NDAA compliant"  
[X Link](https://x.com/disruptorinvest/status/2013401715656052824)  2026-01-20T00:02Z [----] followers, [---] engagements


"@Superioresearch They've had some large contracts with unnamed clients. Palmer Luckey openly follows $AMPX on X. If they've looked into $AMPX and are aware of their capabilities they likely went with them and I think it's for more than just UAVs"  
[X Link](https://x.com/disruptorinvest/status/2014002661096304727)  2026-01-21T15:50Z [----] followers, [---] engagements


"I think $AMPX provides a better investment opportunity currently than other drone companies that have already had huge moves like $ONDS $UMAC $RCAT $FLY etc. The CEO of $AMPX is suggesting they may have profitable growth starting this year already and forward revenue estimates are accelerating into [----]. Happy to hear some rebuttals as to why you think I may be wrong and for some respectful dialogue. Check out the projected revenue growth for $AMPX. https://t.co/BUXpAnPhdR Check out the projected revenue growth for $AMPX. https://t.co/BUXpAnPhdR"  
[X Link](https://x.com/disruptorinvest/status/2011102785127756056)  2026-01-13T15:47Z [----] followers, [----] engagements


"@DGretta_Author As partners like $AVAV grow so does $AMPX. Thats why I like the agnostic components providers like $AMBA and $AMPX. These partners will also need the best technology in $AMPX to win contracts"  
[X Link](https://x.com/disruptorinvest/status/2011179231691133021)  2026-01-13T20:51Z [----] followers, [---] engagements


"Yes Ive been looking for an agnostic components company in the sector and I think this is the best risk/reward. $AMBA was also interesting given their developer platform and potential integration into a variety of devices. I just like $AMPX better here. $AMPX is also likely going to have a deal with $AMZN soon. I dont think $AMZN selects them unless they want to integrate their batteries and there are a ton of product applications. Did you see the StoryTrading interview with the $MOB CEO this week He said theres a new compliance standard where basically only they have the solution that"  
[X Link](https://x.com/disruptorinvest/status/2013297085680914824)  2026-01-19T17:06Z [----] followers, [---] engagements


"We just interviewed the CEO on X. Rapid growth and turning cash from operations into stock buybacks. They also dont include any new product features in guidance which sets them up for beat and raise quarters. 10% CC cap is highly beneficial for $SEZL as it will only drive more demand to BNPL. CEO owns 43% of company and is very impressive. https://twitter.com/i/web/status/2013339779824296323 https://twitter.com/i/web/status/2013339779824296323"  
[X Link](https://x.com/disruptorinvest/status/2013339779824296323)  2026-01-19T19:56Z [----] followers, [---] engagements


"You too. I'm just trying to figure out what I'm missing here. We've got consensus analyst estimates projecting accelerating 70%+ revenue growth for the next three years and the CEO mentioning they're likely to hit profitability ahead of estimates. It's a mission critical component in one of the hottest sectors of the market. Might just take a contract announcement or earnings to rerate it higher. https://twitter.com/i/web/status/2016236989192810935 https://twitter.com/i/web/status/2016236989192810935"  
[X Link](https://x.com/disruptorinvest/status/2016236989192810935)  2026-01-27T19:48Z [----] followers, [---] engagements


"Did some more research here and it looks like Dr. Sun (retired CEO and now Director of Amprius Board) is also a Director on the Board at Berzelius (which is the company with the supply agreement). @pennycheck do you know if Amprius can still source out of China to meet international demand based on NDAA compliance"  
[X Link](https://x.com/disruptorinvest/status/2016251356609446363)  2026-01-27T20:45Z [----] followers, [---] engagements


"@WillT2118 @y_no_uponly Could potentially make sense given $GLXY is in Kati [--] and theyre partnered with $CRWV on 800MW at Helios. Crusoe might make more sense but who knows"  
[X Link](https://x.com/disruptorinvest/status/2016288250613084497)  2026-01-27T23:12Z [----] followers, [---] engagements


"@jbelizaireCEO Hi John. Does the 300+ MW include the 83MW at Kati [--] or is it in addition to those MW Do you anticipate being able to expand the total MW at sites in the future by having Siemens supply ancillary power via steam turbines etc"  
[X Link](https://x.com/disruptorinvest/status/2016491111909326900)  2026-01-28T12:38Z [----] followers, [---] engagements


"Given that $AMPX nearly doubled their customer adds QoQ I anticipate a lot of press releases coming. $AMZN is just one of them. We'd anticipate some involvement in drones but management has also indicated expanding deeper into robotics and consumer electronics which may or may not involve $AMZN"  
[X Link](https://x.com/disruptorinvest/status/2016630216102158819)  2026-01-28T21:51Z [----] followers, [---] engagements


"@pennycheck I feel like the estimates are still too low for $AMPX and theyre not accounting for the margin expansion the CFO is pointing towards. Were about to see a flip to profitability with 70%+ revenue growth for the next three years"  
[X Link](https://x.com/disruptorinvest/status/2016854756048748660)  2026-01-29T12:43Z [----] followers, [---] engagements


"What companies do you think are best positioned for photonics I'm specifically interested in the companies that will reduce energy consumption. Most investors are focused on how we generate the energy required to power databases but I'm more focused on products that will reduce the power demand and photonics seems to be one of these areas. Any insights or research you can point to would be appreciated. https://twitter.com/i/web/status/2017335188062413297 https://twitter.com/i/web/status/2017335188062413297"  
[X Link](https://x.com/disruptorinvest/status/2017335188062413297)  2026-01-30T20:32Z [----] followers, [---] engagements


"@hamsarris6 @crux_capital_ What about $ALMU"  
[X Link](https://x.com/disruptorinvest/status/2017375923910123974)  2026-01-30T23:14Z [----] followers, [--] engagements


"Here's a link to our interview with the CEO of $SEZL for those who were unable to attend live. https://x.com/i/spaces/1mrGmBEljjMJys=20 https://x.com/i/spaces/1mrGmBEljjMJys=20"  
[X Link](https://x.com/disruptorinvest/status/2009346705981161635)  2026-01-08T19:29Z [----] followers, [----] engagements


"I'm starting to get really bullish on $AMPX. The company develops silicon anode lithium-ion batteries for DRONES that are 2x lighter longer and stronger than the nearest competitor. Giving drone companies the ability to stay in the air twice as long is a huge deal. They just won the best of CES Innovation Award. That should tell you something about the technology. I've been looking for a drone components company that is agnostic and can be integrated into a variety of drones. The CEO is excited to announce earnings and was just in DC meeting with representatives. He also indicated $AMPX might"  
[X Link](https://x.com/disruptorinvest/status/2011092675760423137)  2026-01-13T15:07Z [----] followers, 22K engagements


"Agree with Duncan. I anticipate a hyperscaler for the additional 830MW for $GLXY and they still have more GW in the pipeline as well at Helios. This next 830MW for $GLXY is a huge deal. The market is red hot for power and we have seen leases continue to improve over the course of [----]. [----] is setting up as a great year for $GLXY on the datacenter side: - 600MW built for $CRWV in [----] (assuming they accelerate Phase This next 830MW for $GLXY is a huge deal. The market is red hot for power and we have seen leases continue to improve over the course of [----]. [----] is setting up as a great year"  
[X Link](https://x.com/anyuser/status/2011859378706821146)  2026-01-15T17:53Z [----] followers, [----] engagements


"CEO of $AMPX is stating they may achieve profitability already in [----] based on an interview at CES. Here you have a best in class product potentially going to achieve profitability ahead of estimates while also having 'accelerating' forward revenue growth going into [----]. Drone manufacturers are likely going to need $AMPX tech to win bids. $AMPX also just showed their QoQ customer adds almost doubled from [--] (Q2) to [--] (Q3) for a total of [---]. I've requested an interview with the CEO on X via their IR department. I'm starting to get really bullish on $AMPX. The company develops silicon anode"  
[X Link](https://x.com/anyuser/status/2011863350846673386)  2026-01-15T18:09Z [----] followers, [----] engagements


"It looks like the market might be catching onto $AMPX. CEO of $AMPX is stating they may achieve profitability already in [----] based on an interview at CES. Here you have a best in class product potentially going to achieve profitability ahead of estimates while also having 'accelerating' forward revenue growth going into [----]. https://t.co/GdT1K7nH84 CEO of $AMPX is stating they may achieve profitability already in [----] based on an interview at CES. Here you have a best in class product potentially going to achieve profitability ahead of estimates while also having 'accelerating' forward"  
[X Link](https://x.com/disruptorinvest/status/2012177211105693841)  2026-01-16T14:56Z [----] followers, [----] engagements


"It's possible $AMPX announces a deal with $AMZN soon and this is not being priced into the stock. In July $AMPX was selected by $AMZN as part of their 'Climate Tech Accelerator' that accelerates the integration of technologies into $AMZN devices. Just think about all of the potential applications $AMPX batteries could have with $AMZN in terms of their products and delivery capabilities. https://ir.amprius.com/news-events/press-releases/detail/136/amprius-selected-for-amazon-devices-climate-tech-accelerator I'm starting to get really bullish on $AMPX. The company develops silicon anode"  
[X Link](https://x.com/disruptorinvest/status/2012204130425536739)  2026-01-16T16:43Z [----] followers, 10.8K engagements


"$AMPX provides a superior product for a mission critical component in drones. Batteries. Their batteries are 2x as light 2x as strong and fly 2x longer than competitors. That's a major competitive advantage. As a result integrating $AMPX batteries into drones is likely necessary to help manufacturers win contracts. We know they're working directly with $AMZN and I now have a high confidence level that they're also likely working directly with Anduril on more than one product. It's possible $AMPX announces a deal with $AMZN soon and this is not being priced into the stock. In July $AMPX was"  
[X Link](https://x.com/disruptorinvest/status/2013997757975908836)  2026-01-21T15:30Z [----] followers, [----] engagements


"$AMPX has a lot of catalysts right now. If you listen closely to interviews you can gather a lot of information. Not only did they win an innovation award at CES but theyre also looking to expand beyond drones/EVs into robotics and wearables. I was thinking to myself how many customers they may have added at CES alone given all the potential product applications. Not only do their batteries perform better than the competition but they also charge very fast. This makes me feel like robotics may be another major growth area for the company. Last week Amprius' CEO Tom Stepien and CFO Ricardo"  
[X Link](https://x.com/anyuser/status/2014177417217110240)  2026-01-22T03:24Z [----] followers, [----] engagements


"$AMPX appears to be at an inflection point. The CEO has indicated they're likely to reach profitability this year with the CFO pointing to expanding gross margins. The forward revenue growth projections are accelerating into [----] and the company just won an innovation award at CES. Beyond drones and lightweight EVs the company is also expanding into robotics and wearables. They almost just doubled their new customer adds QoQ. Highly recommend following @pennycheck if you don't already. Great insights and deep research. $AMPX It's important to understand the structure in the US gov't for drone"  
[X Link](https://x.com/anyuser/status/2014382979968106878)  2026-01-22T17:01Z [----] followers, [----] engagements


"The CEO and CFO of $AMPX were also both interviewed recently on CNBC. "We're in the very early innings of an amazing revenue growth projection." We also know from prior interviews that the company may hit profitability in [----] ahead of consensus analyst estimates. They just closed out their ATM having raised $97M and have the capital necessary to meet the demand. Another thing to note is the Founder/CEO Dr. Sun is still serving as Director of the Board and as an Executive Advisor. This is a very positive CEO transition IMO. https://x.com/AmpriusInc/status/2013692107496599593s=20 $AMPX So many"  
[X Link](https://x.com/anyuser/status/2015833654610550802)  2026-01-26T17:06Z [----] followers, [----] engagements


"So the CEO of $HOOD just announced a partnership with $CCB and the stock still hasnt moved after hours Weve begun rolling out Robinhood Banking to the first set of external customers. The team is cranking Robinhood is a financial technology company not a bank. Banking services are provided by Coastal Community Bank Member FDIC. https://t.co/sNfo9feYXT Weve begun rolling out Robinhood Banking to the first set of external customers. The team is cranking Robinhood is a financial technology company not a bank. Banking services are provided by Coastal Community Bank Member FDIC."  
[X Link](https://x.com/disruptorinvest/status/1971690700946526645)  2025-09-26T21:37Z [----] followers, [----] engagements


"An absolute must read if youre investing the the AI/HPC power play. A Huge Problem For The AI Revolution: A Power Shortfall Of [--] Nuclear Power Plants By [----] https://t.co/2ciiUudp8T A Huge Problem For The AI Revolution: A Power Shortfall Of [--] Nuclear Power Plants By [----] https://t.co/2ciiUudp8T"  
[X Link](https://x.com/disruptorinvest/status/1988691186455048499)  2025-11-12T19:31Z [----] followers, 59.7K engagements


"$CCB has signed some big partners like $HOOD $TMUS $RELY $DAVE and others to its BaaS platform. Definitely a company to watch with the new $HOOD partnership and one the market seems to be overlooking. I'm showing $HOOD dropped their banking charter in [----] due to regulatory hurdles and is unlikely to pursue one soon which could be massive for a sub $2B market cap company like $CCB. I have the $HOOD credit card and love the 3% cash back on all purchases. https://twitter.com/i/web/status/1998082928849395891 https://twitter.com/i/web/status/1998082928849395891"  
[X Link](https://x.com/disruptorinvest/status/1998082928849395891)  2025-12-08T17:31Z [----] followers, [----] engagements


"Ive got the next six weeks off to do some deep research on stocks. I plan to continue covering $SLNH to see if my thesis plays out and may initiate coverage in $SEZL. What other under the radar small cap stocks should I look into"  
[X Link](https://x.com/disruptorinvest/status/1998839421391556971)  2025-12-10T19:37Z [----] followers, [----] engagements


"@risenfit @anni_sen have you looked into $FEAM You're my resident critical minerals expert as I have no edge here"  
[X Link](https://x.com/disruptorinvest/status/2014390256292761724)  2026-01-22T17:30Z [----] followers, [---] engagements


"I've been thinking about this as an emerging theme. Most investors are focused on how we're going to generate enough energy to meet the power demands while less are focused on actually reducing the amount of power required via advances in photonics. The pinch of copper will drive innovation and investment in this area. I'm just struggling to find compelling investments in this category since it's way out of my circle of competency. Just been trying to seek out experts to gather their insights"  
[X Link](https://x.com/disruptorinvest/status/2018365213976736236)  2026-02-02T16:45Z [----] followers, [---] engagements


"@ShortsHoward I'm not sure I'd call $AMZN low volume. These are often custom tailored solutions. Analysts are projecting over 70% revenue growth in Forward [--] [--] and [--]. CEO said they anticipate profitability in [--] ahead of analyst estimates"  
[X Link](https://x.com/disruptorinvest/status/2018372224206467570)  2026-02-02T17:13Z [----] followers, [--] engagements


"@crux_capital_ What kind of volume are you anticipating This seems like it could be pretty material to the company. $POET is tiny and $MRVL looks like they're about to have a $10B revenue run rate"  
[X Link](https://x.com/disruptorinvest/status/2018704224360497455)  2026-02-03T15:12Z [----] followers, [---] engagements


"@crux_capital_ Very well written. What are your thoughts on a potential $POET acquisition by $MRVL"  
[X Link](https://x.com/disruptorinvest/status/2018775118550311270)  2026-02-03T19:54Z [----] followers, [---] engagements


"I just bought shares in $SLNH. Why now I just cant find any other better risk/rewards on the market. To me there is no doubt that $SLNH deserves a $1B market cap valuation. You just look at peer valuations and its so obvious. Nobody really argues it. As of this writing the stock is trading at $3 and showing a $185M market cap well below peers and companies with a fraction of the MW. In my opinion the stock deserves a 5x rerate based solely on the 948MW I see being energized by EOY [----] and 2.8GW+ pipeline. Thats a lot of MW for a $185M market cap company and its just wildly undervalued IMO."  
[X Link](https://x.com/disruptorinvest/status/1983529398805409854)  2025-10-29T13:40Z [----] followers, 35.6K engagements


"$SLNH seems likely to be the next stock to experience a massive rerate like $IREN. Soluna is only a $150M market cap right now with a growing 2.8GW pipeline. Stop and think about that disconnect for a second. Based solely on the power theyre sitting on alone Soluna is likely to rerate 10x to at least a $1B market cap once the market catches on. It would still be considered cheap at these levels. We know Soluna is close to being done with the recent ATM thats put a weight on the stock but they now have more cash on hand as a result presenting more optionality. If Soluna were to just flat out"  
[X Link](https://x.com/disruptorinvest/status/1978139940597702946)  2025-10-14T16:44Z [----] followers, 106.9K engagements

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