# ![@elwir101 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1598438079026679819.png) @elwir101 Elωi

Elωi posts on X about $glxy, tokenization, $cept, silver the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1598438079026679819/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1598438079026679819/c:line/m:interactions.svg)

- [--] Week [-----] +136%
- [--] Month [-----] -65%
- [--] Months [------] +25%
- [--] Year [-------] +361%

### Mentions: [--] [#](/creator/twitter::1598438079026679819/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1598438079026679819/c:line/m:posts_active.svg)

- [--] Week [--] +100%
- [--] Month [--] +78%
- [--] Months [---] +74%
- [--] Year [---] +404%

### Followers: [---] [#](/creator/twitter::1598438079026679819/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1598438079026679819/c:line/m:followers.svg)

- [--] Week [---] no change
- [--] Month [---] +0.92%
- [--] Months [---] +29%
- [--] Year [---] +134%

### CreatorRank: undefined [#](/creator/twitter::1598438079026679819/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1598438079026679819/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [exchanges](/list/exchanges)  [automotive brands](/list/automotive-brands)  [countries](/list/countries)  [financial services](/list/financial-services)  [formula 1](/list/formula-1)  [currencies](/list/currencies) 

**Social topic influence**
[$glxy](/topic/$glxy), [tokenization](/topic/tokenization), [$cept](/topic/$cept), [silver](/topic/silver), [$codi](/topic/$codi), [$amtm](/topic/$amtm), [$crwv](/topic/$crwv), [$shmd](/topic/$shmd), [nasdaq](/topic/nasdaq), [play](/topic/play)

**Top assets mentioned**
[Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Amentum Holdings, Inc. (AMTM)](/topic/$amtm) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Endeavour Silver Corp. (EXK)](/topic/$exk) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Iris Energy Limited (IREN)](/topic/$iren) [BlackRock Inc (BLK)](/topic/blackrock) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Goldman Sachs (GS)](/topic/goldman-sachs) [Bitcoin (BTC)](/topic/bitcoin) [Arteris, Inc. (AIP)](/topic/$aip) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Almonty Industries Inc. Common Shares (ALM)](/topic/$alm) [Chainlink (LINK)](/topic/chainlink) [Morgan Stanley (MS)](/topic/morgan-stanley) [SPX6900 (SPX)](/topic/$spx) [MP Materials Corp. (MP)](/topic/$mp) [Microsoft Corp. (MSFT)](/topic/microsoft) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Aspen Aerogels, Inc. (ASPN)](/topic/$aspn) [Mario Coin (COIN)](/topic/$coin) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Applied Digital Corp. (APLD)](/topic/$apld) [Oracle Corporation (ORCL)](/topic/$orcl) [GammaSwap (GS)](/topic/$gs) [Advanced Micro Devices (AMD)](/topic/$amd) [NovaDEX (NVX)](/topic/$nvx) [Bank of America (BAC)](/topic/bank-of-america) [Tesla, Inc. (TSLA)](/topic/tesla) [Hecla Mining Company (HL)](/topic/$hl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$GOOGL $DDOG are now competing for Gitlab $GTLB JUST IN: Wiz has walked away from a deal with Googlex $GOOGL which would have valued the company at $23 billion and the company will pursue an IPO as originally planned per CNBC. JUST IN: Wiz has walked away from a deal with Googlex $GOOGL which would have valued the company at $23 billion and the company will pursue an IPO as originally planned per CNBC"  
[X Link](https://x.com/elwir101/status/1815670305605480681)  2024-07-23T08:48Z [--] followers, [---] engagements


"$GLW JP Morgan raises PT from $47 to $55"  
[X Link](https://x.com/elwir101/status/1817877298588069998)  2024-07-29T10:58Z [--] followers, [--] engagements


"@StockMKTNewz $ASPN most impressive earnings/ earnings call and outlook of the current Q2 reporting season so far"  
[X Link](https://x.com/elwir101/status/1822551878699249738)  2024-08-11T08:33Z [---] followers, [---] engagements


"$LUNR "we're fairly confident we're going to hear both the CP-22 award and the NSNS award outcomes in August here the second of the NSNS awards in September and that's directly from our counterparts inside the government.""  
[X Link](https://x.com/elwir101/status/1824723182969925982)  2024-08-17T08:21Z [---] followers, [---] engagements


"$KTOS What stock with a market cap between $2-20 billion are you most bullish on for the next 6-12 months What stock with a market cap between $2-20 billion are you most bullish on for the next 6-12 months"  
[X Link](https://x.com/elwir101/status/1827260786076479568)  2024-08-24T08:24Z [---] followers, [---] engagements


"$ASPN What's next [--]. GERMAN OEM partnership Mercedes-Benz or BMW probably Mercedes. Announcement any day now within the next 2-3 weeks. I'm not sure if this will have an impact because everyone is expecting it and should already baked in the price"  
[X Link](https://x.com/elwir101/status/1832341619829268620)  2024-09-07T08:54Z [---] followers, [----] engagements


"@SamHolliday20 @LogicalThesis Yes this is the link $ASPN to Mercedes-Benz"  
[X Link](https://x.com/elwir101/status/1833362045502136766)  2024-09-10T04:29Z [---] followers, [---] engagements


"$ASPN $GM Hyundai and GM Sign Memorandum of Understanding to Explore Collaboration on Vehicles Supply Chain and Clean-Energy Technologies The one that are left.the Koreans. maybe next https://investor.gm.com/news-releases/news-release-details/hyundai-and-gm-sign-memorandum-understanding-explore @LogicalThesis $ASPN This was from the Canaccord fireside chat August [--] They are working on all of them. https://t.co/Vgrli8tPZ5 https://investor.gm.com/news-releases/news-release-details/hyundai-and-gm-sign-memorandum-understanding-explore @LogicalThesis $ASPN This was from the Canaccord fireside"  
[X Link](https://x.com/elwir101/status/1834303054427959708)  2024-09-12T18:48Z [---] followers, [---] engagements


"@mk12856907 From their last earnings call"  
[X Link](https://x.com/elwir101/status/1835962725710626907)  2024-09-17T08:43Z [---] followers, [--] engagements


"$LUNR is flying to the moon waiting for $ASPN news to follow"  
[X Link](https://x.com/elwir101/status/1836402585609052353)  2024-09-18T13:51Z [---] followers, [---] engagements


"$PGY Cash flow positive https://investor.pagaya.com/static-files/2c77bac1-6fa3-4e9b-8894-037a58a0f344 https://investor.pagaya.com/static-files/2c77bac1-6fa3-4e9b-8894-037a58a0f344"  
[X Link](https://x.com/elwir101/status/1839242941606289561)  2024-09-26T09:57Z [---] followers, [----] engagements


"$ASPN Q3 numbers will go bonkers. General Motors' EV sales in July and August [----] nearly matched its entire Q2 results. It's close to surpassing Ford to become the third-best-selling EV maker in the U.S. GM says as many as [--] EV models will be on sale by the end of the year. $ASPN https://insideevs-com.cdn.ampproject.org/c/s/insideevs.com/news/734827/gm-july-august-record-ev-sales/amp/ https://insideevs-com.cdn.ampproject.org/c/s/insideevs.com/news/734827/gm-july-august-record-ev-sales/amp/"  
[X Link](https://x.com/elwir101/status/1839311786777960555)  2024-09-26T14:31Z [--] followers, [----] engagements


"@Neon68 They already signed a deal and $ASPN can help to solve Stellantis fire problems"  
[X Link](https://x.com/elwir101/status/1840838352318202350)  2024-09-30T19:37Z [---] followers, [----] engagements


"@skeeze95 @Neon68 I think $ASPN still has no revenue from this cooperation"  
[X Link](https://x.com/elwir101/status/1840843268189540660)  2024-09-30T19:56Z [---] followers, [----] engagements


"@Cashencarlo1 @LogicalThesis Actual Stellantis fire recall problems have nothing to do with $ASPN The Stellantis deal is only starting in [--] and will be the solution to its problems"  
[X Link](https://x.com/elwir101/status/1841129099042918694)  2024-10-01T14:52Z [---] followers, [---] engagements


"@DoucheBag168 Not in this presentation but in its earnings call presentation and in some other presentations"  
[X Link](https://x.com/elwir101/status/1841556385743470697)  2024-10-02T19:10Z [---] followers, [---] engagements


"@MarkJayLewis @AB296659251 The two OEMs in question Mercedes and BMW recently had serious problems with fire susceptibility of their battery solutions. This could have led to the delay. $ASPN has the best solution for this so any news like this should be seen as positive"  
[X Link](https://x.com/elwir101/status/1842168721445421512)  2024-10-04T11:43Z [---] followers, [---] engagements


"@yaniv_priel Failed promises and expectations about OEM announcement. If you raise high expectations you have to meet them. This all has to do with the overdue OEM deal. ASPEN should provide a statement on this. Its the same like missing earnings guidance"  
[X Link](https://x.com/elwir101/status/1843693389864452276)  2024-10-08T16:42Z [--] followers, [---] engagements


"@SamHolliday20 99% of investors expect an announcement though. Earnings call/DON Young: We are in final contract negotiations with a major European OEM which we expect to become a formal design award during the third quarter. This award would be our seventh"  
[X Link](https://x.com/elwir101/status/1843743680844443851)  2024-10-08T20:02Z [---] followers, [--] engagements


"$ASPN made two important forecasts in the last earnings call. One was the signing of a contract with a major German carmaker BMW or Mercedes in the third quarter -- big miss Second decision on DOE loan deal before the election in November or before the Q3 figures -- within next [--] weeks Time is running"  
[X Link](https://x.com/elwir101/status/1845872151498273055)  2024-10-14T16:59Z [---] followers, [----] engagements


"$ASPN The Mercedes/LGES cylindrical cells deal is expected only for around 63k-100K cars per year during 2028-2038. Mercedes produces [--] million cars per year actually. In [----] they will produce est. 300k-500k EVs so theres definitely room for another deal"  
[X Link](https://x.com/elwir101/status/1847302179792593126)  2024-10-18T15:42Z [---] followers, [---] engagements


"3/5: The Game Changer - DOE Loan New Factory: DOE loan crucial for Georgia factory reducing future capacity concerns. Market Signal: This not only accelerates expansion but signals commitment to future supply"  
[X Link](https://x.com/elwir101/status/1847564649798967502)  2024-10-19T09:05Z [--] followers, [--] engagements


"4/5: Market Expansion [----] Additions: Audi Stellantis Scania and Porsche will see ASPN's tech in their vehicles. Strategic Rollout: Focus on quality and supply integrity before expanding further"  
[X Link](https://x.com/elwir101/status/1847565565025521985)  2024-10-19T09:08Z [---] followers, [--] engagements


"2/5: Why the Delay Capacity Issues: Anticipated bottlenecks until early [----] due to production constraints. Complex Negotiations: High demand for their thermal barrier tech might lead to strategic delays"  
[X Link](https://x.com/elwir101/status/1847566337364701667)  2024-10-19T09:11Z [--] followers, [--] engagements


"3/5: The Game Changer - DOE Loan New Factory: DOE loan crucial for Georgia factory reducing future capacity concerns. Market Signal: This not only accelerates expansion but signals commitment to future supply"  
[X Link](https://x.com/elwir101/status/1847566339465990384)  2024-10-19T09:11Z [--] followers, [--] engagements


"5/5: Looking Ahead Future Talks: Already in discussions with Ford Volvo MB BMW and Korean manufacturers. Model Focus: Deals likely for models post-2027 aligning with new production capacities"  
[X Link](https://x.com/elwir101/status/1847566343442252037)  2024-10-19T09:11Z [---] followers, [--] engagements


"The $ASPN management needs to give an update on the German OEM deal. They are now already [--] weeks over the self-imposed schedule. I hope that the IR does not wait until the earnings call otherwise we probably will have another three weeks of underperformance ahead of us"  
[X Link](https://x.com/elwir101/status/1848363398339137982)  2024-10-21T13:59Z [---] followers, [----] engagements


"@skowihx Earnings call is on Thursday November [--] [----] [--] days away"  
[X Link](https://x.com/elwir101/status/1848367269971169575)  2024-10-21T14:14Z [---] followers, [---] engagements


"$ASPN Im hoping for a Buyout / merger offer soon. We have here a niche company with a unique technological leadership and a management that is unable to capitalize on it which has negligently destroyed any momentum in the stock"  
[X Link](https://x.com/elwir101/status/1848383475503566862)  2024-10-21T15:18Z [---] followers, [----] engagements


"@skowihx Not really we know now GS and MS were behind this relentless selling. Maybe bottom is in now"  
[X Link](https://x.com/elwir101/status/1848471002755354656)  2024-10-21T21:06Z [---] followers, [--] engagements


"@skowihx GS and MS 's trading desks used their insider knowledge"  
[X Link](https://x.com/elwir101/status/1848475915065475108)  2024-10-21T21:26Z [--] followers, [--] engagements


"$TMDX Would love to buy at $82.56 and $70 Great company but need a bit more margin of and wait a few days"  
[X Link](https://x.com/elwir101/status/1851183418177986593)  2024-10-29T08:44Z [---] followers, [---] engagements


"@DeItaone I can't imagine how this will work. A Joe Rogan podcast with Kamala Harris using teleprompter"  
[X Link](https://x.com/elwir101/status/1851210257101459827)  2024-10-29T10:31Z [---] followers, [---] engagements


"$ASPN 's investor meeting at the Craig Hallum conference today was very poorly received further 4% down now Bernstein's conference just started and doesn't seem to be any better"  
[X Link](https://x.com/elwir101/status/1858959357356241011)  2024-11-19T19:43Z [--] followers, [---] engagements


"@ASPN INST Holders 3Q'24"  
[X Link](https://x.com/elwir101/status/1859176557304029257)  2024-11-20T10:06Z [--] followers, [--] engagements


"$ASPN "For '29 .we need to discount the estimated demand by 43% to not run out of the capacity from both plants in five years from now." These by 43% reduced estimates represent about $2 billion in revenues Aspen needs only about $750 million revenues to stay profitable and can easily pay down their obligations. So there's still a huge amount of buffer for additional discounts if necessary"  
[X Link](https://x.com/elwir101/status/1859186569221136728)  2024-11-20T10:46Z [--] followers, [----] engagements


"$ASPN said in the fire side chat they are sprinting to finalize the DOE deal before [--]. Jan'25. There are no special requirements to fullfill it's all about documenting everything lots of paperwork"  
[X Link](https://x.com/elwir101/status/1859308086852452569)  2024-11-20T18:49Z [--] followers, [----] engagements


"$ASPN Barclay fireside chat: last few minutes missing"  
[X Link](https://x.com/elwir101/status/1859571072422514772)  2024-11-21T12:14Z [--] followers, [----] engagements


"$ASPN Ending the $7500 EV tax credit could spur short-term buying as seen in Germany with the [----] premium. Leasing soared. $ASPN poised for strong quarters ahead"  
[X Link](https://x.com/elwir101/status/1859840393652899943)  2024-11-22T06:04Z [--] followers, [---] engagements


"$ASPN In Germany EV's sold like hot cakes in the final weeks of the government bonus. And in 2nd half of '25 are coming all the EU OEM's online . Great [----] ahead"  
[X Link](https://x.com/elwir101/status/1859844635105059158)  2024-11-22T06:21Z [--] followers, [---] engagements


"$ASPN expect next OEM in the near-term. After their Mercedes announcement fiasco they are more reserved. IMHO it will be early next year. In August they told us they were after BMW Mercedes (done) $F Volvo and the Koreans. Which one of these Ford would be great"  
[X Link](https://x.com/elwir101/status/1861093547350388955)  2024-11-25T17:04Z [--] followers, [---] engagements


"$ASPN has been punished because the market expects the Trump administration to automatically cancel all DOE conditional loan commitments for on January [--]. And now $RIVN's factory with its DOE loan to create [----] jobs in Georgia in dangertoo"  
[X Link](https://x.com/elwir101/status/1861349362535715268)  2024-11-26T10:00Z [--] followers, [----] engagements


"@MrFundaTechnic They promoted it for Q3 but it came only at their last earnings call"  
[X Link](https://x.com/elwir101/status/1861773230349979928)  2024-11-27T14:05Z [--] followers, [--] engagements


"@MrFundaTechnic @billdale42 Even $RIVN expecting to get the deal done before Jan'20 starting [--] weeks later than $ASPN"  
[X Link](https://x.com/elwir101/status/1861778323250016512)  2024-11-27T14:25Z [--] followers, [---] engagements


"$NBIS $NVDA CES [----] coming week will be interesting"  
[X Link](https://x.com/elwir101/status/1875497217768997264)  2025-01-04T10:59Z [--] followers, [---] engagements


"NBIS my favorite stock [----] -closest competitor CoreWeave is aiming an $35 B IPO in Q1/Q2 [----] with significantly 3-5x higher valuation. IMHO Nebius will skyrocketing when CoreWeave announce their IPO date"  
[X Link](https://x.com/elwir101/status/1875502500696215637)  2025-01-04T11:20Z [--] followers, [--] engagements


"$NBIS my favorite stock [----] -closest competitor CoreWeave is aiming an $35 B IPO in Q1/Q2 [----] with significantly 3-5x higher valuation. IMHO Nebius will skyrocketing when CoreWeave announce their IPO date"  
[X Link](https://x.com/elwir101/status/1875544713597755675)  2025-01-04T14:08Z [--] followers, [----] engagements


"@ThePupOfWallSt I'm having a hard time with the chart. Chart-wise $NBIS should actually be viewed as an IPO from Oct. [--]. The previous course should not be taken into account at all"  
[X Link](https://x.com/elwir101/status/1877513182790467903)  2025-01-10T00:29Z [--] followers, [---] engagements


"$AMTM favorable Raymond James recommendation probably coming soon Great fire side chat https://wsw.com/webcast/rj131/amtm/1596735 https://wsw.com/webcast/rj131/amtm/1596735"  
[X Link](https://x.com/elwir101/status/1897042780578570631)  2025-03-04T21:53Z [--] followers, [---] engagements


"$AMTM Raymond James fireside chat last Q"  
[X Link](https://x.com/elwir101/status/1897300316632343026)  2025-03-05T14:57Z [--] followers, [----] engagements


"$AMTM $16.50 seems low but when you're desperate to meet your debt obligations like Jacobs and you pick a time when the stock market is in free fall a 15% discount isn't unexpected. The good thing is that it's irrelevant to $AMTM's business"  
[X Link](https://x.com/elwir101/status/1899824899394322559)  2025-03-12T14:08Z [---] followers, [---] engagements


"$AMTM is cutting [--] staff of [-----] staff total that's 0.17% #WarnNotices #Layoff #Layoffs Amentum Holdings Inc. ( $AMTM) [--] staff cut #Colorado https://t.co/hB3W2khl9X #WarnNotices #Layoff #Layoffs Amentum Holdings Inc. ( $AMTM) [--] staff cut #Colorado https://t.co/hB3W2khl9X"  
[X Link](https://x.com/elwir101/status/1904830791034581054)  2025-03-26T09:40Z [--] followers, [---] engagements


"$AMTM Another $71.9 Million contract win https://www.amentum.com/amentum-wins-71-9-million-contract-for-electromagnetic-environmental-effects-test-evaluation-and-integration-solutions/ https://www.amentum.com/amentum-wins-71-9-million-contract-for-electromagnetic-environmental-effects-test-evaluation-and-integration-solutions/"  
[X Link](https://x.com/elwir101/status/1904833546524520838)  2025-03-26T09:51Z [--] followers, [--] engagements


"$AMTM last deals but still not recognized Only $4.5 billion market cap"  
[X Link](https://x.com/elwir101/status/1904843753560358957)  2025-03-26T10:31Z [--] followers, [---] engagements


"$SPIR collapsed from $21 to $9 after delayed merger of its maritime business and looming bankruptcy fears. Now with no debt and $160-$170M in cash still at $11 makes no sense"  
[X Link](https://x.com/elwir101/status/1916422387534291414)  2025-04-27T09:21Z [---] followers, [---] engagements


"$DOMH sold out Anduril investment @pennycheck got about 5% in $DOMH regardless https://t.co/BvjVzLzrPg @pennycheck got about 5% in $DOMH regardless https://t.co/BvjVzLzrPg"  
[X Link](https://x.com/elwir101/status/1925072839608033701)  2025-05-21T06:15Z [---] followers, [--] engagements


"CoreWeaves $2B senior notes offering and $50B+ market cap ease tenant credit risk fears for CoreWeave $CRWV and Helios ($GLXY) a lot Very good news for $GLXY https://t.co/p8mpLElhvL https://t.co/p8mpLElhvL"  
[X Link](https://x.com/elwir101/status/1925237850242531577)  2025-05-21T17:10Z [---] followers, [----] engagements


"$GLXY is an unicorn Blends digital asset services with AI and HPC infrastructure making it tough to pinpoint a direct peer. Mix of $COIN $CRWV and $CORZ"  
[X Link](https://x.com/elwir101/status/1925992059531317672)  2025-05-23T19:07Z [---] followers, [----] engagements


"Clarification The Novogratz and Galaxy Group filings are duplicate filings for the same transaction and a charitable gift disposal and not a sale This means that only COO Erin Brown sold approximately 18% of her total shares $GLXY $GLXY Insiders take some profits nothing to worry about. https://t.co/HY2nE9VFse $GLXY Insiders take some profits nothing to worry about. https://t.co/HY2nE9VFse"  
[X Link](https://x.com/elwir101/status/1926068643982360967)  2025-05-24T00:12Z [---] followers, [----] engagements


"$GLXY $CRWV"  
[X Link](https://x.com/elwir101/status/1927374230288482520)  2025-05-27T14:40Z [---] followers, [---] engagements


"$GLXY $CRWV"  
[X Link](https://x.com/elwir101/status/1927378448495903203)  2025-05-27T14:56Z [---] followers, [----] engagements


"The biggest question mark surrounding $GLXY 's business prospects is Coreweave's ability to fulfill the financial commitments in the Helios deal. It's incomprehensible that Galaxy isn't rising in line with $CRWV"  
[X Link](https://x.com/elwir101/status/1927459407668936810)  2025-05-27T20:18Z [---] followers, [---] engagements


"$GLXY never read a filing mess like this (Form S1) Selling shareholders = selling shareholders"  
[X Link](https://x.com/elwir101/status/1927542916467298631)  2025-05-28T01:50Z [---] followers, [---] engagements


"Hope the public offering price will be close to $2275"  
[X Link](https://x.com/elwir101/status/1927544728041496634)  2025-05-28T01:57Z [---] followers, [---] engagements


"@Beagleboiy $GLXY will own only 45% of GDH LP The other 55% can be converted to Class A shares These Reorganisation transactions🤯"  
[X Link](https://x.com/elwir101/status/1927562925771731147)  2025-05-28T03:09Z [---] followers, [---] engagements


"@Milas_jensen Management was very clear about imminent financing in its last earnings call. The offering was no surprise"  
[X Link](https://x.com/elwir101/status/1927647503232418187)  2025-05-28T08:45Z [---] followers, [--] engagements


"Hope I'm wrong in my calculations but it seems our real market cap is already around $11.5B"  
[X Link](https://x.com/elwir101/status/1927663872669823208)  2025-05-28T09:50Z [---] followers, [---] engagements


"Ok I'm wrong Class B shares will be cancelled on one-for one basis if LP Units changed for Class A shares"  
[X Link](https://x.com/elwir101/status/1927669010910360063)  2025-05-28T10:11Z [---] followers, [--] engagements


"$GLXY Not only GS Jefferies and Morgan Stanley"  
[X Link](https://x.com/elwir101/status/1927741286196375754)  2025-05-28T14:58Z [---] followers, [----] engagements


"$GLXY New S-1 resale of [---------] Shares Think they change the LP units in regulary class A shares. Absolute necessary https://d18rn0p25nwr6d.cloudfront.net/CIK-0001859392/769c64f4-2e8e-419d-8ef1-15cbb8e2de0f.pdf https://d18rn0p25nwr6d.cloudfront.net/CIK-0001859392/769c64f4-2e8e-419d-8ef1-15cbb8e2de0f.pdf"  
[X Link](https://x.com/elwir101/status/1927812792398074184)  2025-05-28T19:42Z [---] followers, [---] engagements


"What a timing It's necessary these LP units are a mess and need to converted but it seems management wants a lower share price"  
[X Link](https://x.com/elwir101/status/1927813604243558821)  2025-05-28T19:45Z [---] followers, [--] engagements


"$GLXY S-1 Resale details This is more like a registration of shares"  
[X Link](https://x.com/elwir101/status/1927816688138887341)  2025-05-28T19:58Z [---] followers, [----] engagements


"$GLXY Form 8K https://www.sec.gov/Archives/edgar/data/1859392/000162828025028003/glxy-20250527_d2.htm https://www.sec.gov/Archives/edgar/data/1859392/000162828025028003/glxy-20250527_d2.htm"  
[X Link](https://x.com/elwir101/status/1927822967481741530)  2025-05-28T20:23Z [---] followers, [---] engagements


"$GLXY S-1 share resale filing https://www.sec.gov/Archives/edgar/data/1859392/000162828025028001/glxy-20250527.htm https://www.sec.gov/Archives/edgar/data/1859392/000162828025028001/glxy-20250527.htm"  
[X Link](https://x.com/elwir101/status/1927823688247955716)  2025-05-28T20:25Z [---] followers, [---] engagements


"$GLXY @NicolasFlamelX $GLXY S-1 Resale details This is more like a registration of shares https://t.co/uDsIPeC56V $GLXY S-1 Resale details This is more like a registration of shares https://t.co/uDsIPeC56V"  
[X Link](https://x.com/elwir101/status/1927828441014861897)  2025-05-28T20:44Z [---] followers, [---] engagements


"$GLXY upsized offering of [----] million shares at $19.00 raising $500 M (8%dilution) appears reasonable. Since no IPO occurred this public offering was inevitable to finance operations and attract institutional investors. Analyst coverage will follow soon"  
[X Link](https://x.com/elwir101/status/1928378573921910828)  2025-05-30T09:10Z [---] followers, [----] engagements


"@KARLW0LF @novogratz it was not a 'genius' move to announce an offering or financing is coming within weeks at its last earnings call. Confidentiality is the better option One reason $GLXY missed the $BTC and $CRWV move"  
[X Link](https://x.com/elwir101/status/1928390539113549878)  2025-05-30T09:58Z [---] followers, [---] engagements


"@SuhailAhmad Only $GLXY 26.4M shares are dilutive the rest is coming from selling shareholders incl. greenshoe option"  
[X Link](https://x.com/elwir101/status/1928460325549961515)  2025-05-30T14:35Z [---] followers, [---] engagements


"$GLXY (Rittenhouse Research) In addition to 800MW of currently approved power Galaxy has an additional 1.7GW of capacity (for a total of 2.5GW) under various stages of load study at Helios. 800MW of the 1.7GW under load study is expected to be approved in the coming months"  
[X Link](https://x.com/elwir101/status/1928487198757634430)  2025-05-30T16:22Z [---] followers, [----] engagements


"$GLXY Big news coming soon Approval of (800 MW) additional power capacity expected for first half of [----] (Chris Ferraro Nov [--] 2024)"  
[X Link](https://x.com/elwir101/status/1928737733352005847)  2025-05-31T08:58Z [---] followers, [----] engagements


"$GLXY $CRWV partnership deal: -Phase I: 133MW of critical IT load(1H'26) -Phase II: 260MW of critical IT load(2027) + option for another 133MW of critical IT load(not exercised yet) Total [---] MW of critical IT load = 800MW of gross power capacity"  
[X Link](https://x.com/elwir101/status/1930308306515701995)  2025-06-04T16:58Z [---] followers, [----] engagements


"Elwi73 @elwir101 $APLD $CRWV partnership deal: -Phase I: 250MW of critcal IT load (100MW 4Q25 150MW mid'26) +option for another 150MW critical IT load(ready '27) Total 400MW of critical IT load = 608MW of gross power capacity"  
[X Link](https://x.com/elwir101/status/1930312804638306395)  2025-06-04T17:16Z [---] followers, [---] engagements


"coming news flow in HPC segment: $GLXY -approval of additional 800MW of gross power capacity 1H'25 (526MW critical IT load) - $CRWV exercise option for 133MW critical IT load - additional 900MW of gross power capacity under various stages of load study"  
[X Link](https://x.com/elwir101/status/1930315494474588563)  2025-06-04T17:27Z [---] followers, [---] engagements


"@seper8tor @McnallieM @APLDdigital @GalaxyDigital @Core_Scientific @CoreWeave @core42_ai @TeraWulfInc @powermining_BTC @cazenove_uk @Umbisam @theBTCMiningGuy @BTC_Bella69420 @Tsuff101 @maxxTFSA and $CRWV has additional option for another 133MW (not exercised yet)"  
[X Link](https://x.com/elwir101/status/1930362434826416492)  2025-06-04T20:34Z [---] followers, [---] engagements


"Interesting but used wrong numbers Missed $CRWV April'25 options exercise of additional 260MW from $GLXY and $CRWV option for additional 133MW (not yet exercised) On todays show we cover the Deals between @APLDdigital @GalaxyDigital @Core_Scientific & @CoreWeave along with the @core42_ai & @TeraWulfInc Agreement The HPC Race in ON 🏁 https://t.co/wW3nJap5nd https://t.co/oGD22aPWLF On todays show we cover the Deals between @APLDdigital @GalaxyDigital @Core_Scientific & @CoreWeave along with the @core42_ai & @TeraWulfInc Agreement The HPC Race in ON 🏁 https://t.co/wW3nJap5nd"  
[X Link](https://x.com/elwir101/status/1930366581621596271)  2025-06-04T20:50Z [---] followers, [---] engagements


"$GLXY What can we expect from this "Galaxy is evaluating several opportunities to monetize its remainingbitcoinmining ASICs and infrastructure.""  
[X Link](https://x.com/elwir101/status/1930380279559884859)  2025-06-04T21:44Z [---] followers, [----] engagements


"In AIHPC approved/available gross power capacity is everything Next $800MW (ERCOT) approval imminent for $GLXY"  
[X Link](https://x.com/elwir101/status/1930517710460301731)  2025-06-05T06:51Z [---] followers, [---] engagements


"@Galaxian721123 Yes $GLXY 's heating up With $CRCL IPO today coming GENIUS Act (stablecoin regulation bill) partner in launching Euro #stablecoin @AllUnityStable in July imminent ERCOT 800MW approval $CRWV option exercise of add. 133MW M&A tokenization Analyst coverage"  
[X Link](https://x.com/elwir101/status/1930533792256565365)  2025-06-05T07:54Z [---] followers, [---] engagements


"$GLXY AI/HPC is only one part of its business. It will generate significant cash flow starting in [----] to fund its crypto business which will be much larger"  
[X Link](https://x.com/elwir101/status/1930541423717237017)  2025-06-05T08:25Z [---] followers, [---] engagements


"$CRCL $GLXY #stablecoin big winners Genius act (Guiding and Establishing National Innovation for U.S. Stablecoins Act) decision soon"  
[X Link](https://x.com/elwir101/status/1930546188995969069)  2025-06-05T08:44Z [---] followers, [----] engagements


"$GLXY nothing of that will ever happen only Bitcoin will go higher"  
[X Link](https://x.com/elwir101/status/1930639976833667196)  2025-06-05T14:56Z [---] followers, [---] engagements


"WOW Circle Internet Group IPO Price Indicating $65-$67/Share; IPO Priced At $31/Share $CRCL $GLXY $CRCL $GLXY #stablecoin big winners Genius act (Guiding and Establishing National Innovation for U.S. Stablecoins Act) decision soon https://t.co/vCS4ofCXEA $CRCL $GLXY #stablecoin big winners Genius act (Guiding and Establishing National Innovation for U.S. Stablecoins Act) decision soon https://t.co/vCS4ofCXEA"  
[X Link](https://x.com/elwir101/status/1930657176319652049)  2025-06-05T16:05Z [---] followers, [----] engagements


"@quantis_s @galaxyhq @novogratz $GLXY In my experience if a public company fails to meet its legal obligations on time there's a 90% chance there's a reason and it's not a positive one. At the very least it casts a very negative light on their PR department"  
[X Link](https://x.com/elwir101/status/1930902749018792044)  2025-06-06T08:21Z [---] followers, [---] engagements


"The Nasdaq listing does not change anything if the management does not evolve It is a disservice towards the shareholders Your celebrations after the excessive profit-taking should finally end Get moving @novogratz $GLXY @galaxyhq $GLXY why still no announcement about the offering's closure @novogratz @galaxyhq $GLXY why still no announcement about the offering's closure @novogratz @galaxyhq"  
[X Link](https://x.com/elwir101/status/1930987483832918430)  2025-06-06T13:57Z [---] followers, [---] engagements


"$GLXY FMR LLC files Schedule 13D disclosing [--------] shares and 12.7% ownership. https://www.sec.gov/Archives/edgar/data/1859392/000031506625001648/xslSCHEDULE_13G_X01/primary_doc.xml https://www.sec.gov/Archives/edgar/data/1859392/000031506625001648/xslSCHEDULE_13G_X01/primary_doc.xml"  
[X Link](https://x.com/elwir101/status/1931012943191134538)  2025-06-06T15:38Z [---] followers, [----] engagements


"$IREN Grok valuation analysis for Sweetwater 1+2 project: $4-6 billion"  
[X Link](https://x.com/elwir101/status/1931028735764906100)  2025-06-06T16:41Z [---] followers, [----] engagements


"$GLXY still no announcement about the offering's closure @novogratz @galaxyhq Expected close was June 3th. What happened @grok"  
[X Link](https://x.com/elwir101/status/1932068438630891916)  2025-06-09T13:33Z [---] followers, [---] engagements


"$GLXY missing HPC boom missing Crypto boom but relax Its a marathon not a sprint @novogratz"  
[X Link](https://x.com/elwir101/status/1932075519412953141)  2025-06-09T14:01Z [---] followers, [----] engagements


"$IREN Bitcoin miner plus AIHPC 2GW Sweetwater data center hub $GLXY Crypto plus AIHPC Helios 2.5GW data center My favorites in AIHPC space"  
[X Link](https://x.com/elwir101/status/1932102802001805531)  2025-06-09T15:49Z [---] followers, [---] engagements


"@RHouseResearch Coreweave has an option for additional 200MW gross in power (not exercised yet)"  
[X Link](https://x.com/elwir101/status/1932255691797856497)  2025-06-10T01:57Z [---] followers, [---] engagements


"$CRWV $NBIS $CRCL $GLXY healthy pullback today after rallying the last few weeks. @novogratz "it's a marathon not a sprint""  
[X Link](https://x.com/elwir101/status/1932444810348290547)  2025-06-10T14:28Z [---] followers, [---] engagements


"$IREN How does it impact $GLXY's Helios data center No mention in its latest offering filings about SB [--]. $IREN Sweetwater & SB6 Investors are worrying that Senate Bill [--] will have a negative impact on large new loads (75 MW) that are planned to get energized after December [--] [----]. In this post I will try to lay out the possible implications for $IREN of this bill getting https://t.co/qJC69I0WPY $IREN Sweetwater & SB6 Investors are worrying that Senate Bill [--] will have a negative impact on large new loads (75 MW) that are planned to get energized after December [--] [----]. In this post I will"  
[X Link](https://x.com/elwir101/status/1932492457956291064)  2025-06-10T17:38Z [---] followers, [---] engagements


"$IREN convertibles financing for Sweetwater 1+2 data center hub an evening before $ORCL 's earnings release🤔 Wouldn't be surprised of deal announement tomorrow"  
[X Link](https://x.com/elwir101/status/1932582682078368121)  2025-06-10T23:36Z [---] followers, [--] engagements


"$IREN convertibles financing for Sweetwater 1+2 data center hub an evening before $ORCL 's earnings release🤔 Wouldn't be surprised of deal announcement tomorrow"  
[X Link](https://x.com/elwir101/status/1932582991689125967)  2025-06-10T23:37Z [---] followers, [---] engagements


"Crypto is having a Moment. [--] Questions on the Future with Galaxy Digital's CEO -- $GLXY $MSTR $CRCL $COIN http://Barrons.com http://Barrons.com"  
[X Link](https://x.com/elwir101/status/1933530586351546475)  2025-06-13T14:23Z [---] followers, [----] engagements


"$GLXY missing #stablecoin rally but it's a marathon not a sprint Think we need to wait for quiet period ending early July"  
[X Link](https://x.com/elwir101/status/1935361474173747422)  2025-06-18T15:38Z [---] followers, [---] engagements


"New idea #SMR #Nuclear $SAIH IAEA has officially approved SAIHEAT as a vendor of small modular reactors $GSRT $SMR $OKLO"  
[X Link](https://x.com/elwir101/status/1935410773641281731)  2025-06-18T18:54Z [---] followers, [---] engagements


"$CRCL $GLXY Galaxy DWS and Flow Traders Announce intention to Launch #AllUnity to Issue a Regulated EUR-Denominated Stablecoin - approval from BaFin expected every week now launch of first EURO #stablecoin shortly thereafter (Novogratz on last X space)"  
[X Link](https://x.com/elwir101/status/1936017858456113345)  2025-06-20T11:06Z [---] followers, [---] engagements


"-Closing oversubscribed Galaxy Ventures Fund -Invesco and Galaxy Digital have filed the initial documents to launch a spot Solana ETF $GLXY crypto business on fire🔥🔥🔥"  
[X Link](https://x.com/elwir101/status/1938196009416523939)  2025-06-26T11:21Z [---] followers, [---] engagements


"$NSPR seems like prime M&A candidate. How are the buyout premiums in the medical device space"  
[X Link](https://x.com/elwir101/status/1938261306211185050)  2025-06-26T15:41Z [---] followers, [--] engagements


"$GLXY if you make an offering with GS and MS you know what you get And @novogratz knows it even better Next Thursday quiet period should be over then let's hope for news"  
[X Link](https://x.com/elwir101/status/1938663474311438784)  2025-06-27T18:19Z [---] followers, [---] engagements


"Quiet period over tomorrow $GLXY surprise us"  
[X Link](https://x.com/elwir101/status/1940416854792769682)  2025-07-02T14:26Z [---] followers, [----] engagements


"$GLXY Now it seems Quiet Period expires on July 9th @supes12345 @elwir101 NASDAQ says the 9th https://t.co/SrkB8xnHEA @supes12345 @elwir101 NASDAQ says the 9th https://t.co/SrkB8xnHEA"  
[X Link](https://x.com/elwir101/status/1940507730395254908)  2025-07-02T20:27Z [---] followers, [----] engagements


"$GLXY July 9th exp. quiet period -- reports from underwriting analysts July 16th start of new quiet period before August 13th earnings. Galaxy has only [--] week without a quiet period Massive news week ahead"  
[X Link](https://x.com/elwir101/status/1940549998015656241)  2025-07-02T23:15Z [---] followers, [----] engagements


"@AllUnityStable $GLXY https://www.coindesk.com/business/2025/07/02/deutsche-bank-s-dws-galaxy-flow-traders-venture-introduces-german-regulated-stablecoin https://www.coindesk.com/business/2025/07/02/deutsche-bank-s-dws-galaxy-flow-traders-venture-introduces-german-regulated-stablecoin"  
[X Link](https://x.com/elwir101/status/1940689585333588039)  2025-07-03T08:30Z [---] followers, [---] engagements


"$GLXY @AllUnityStable @FlowTraders secures BaFin EMI Licence to launch Euro stablecoin https://allunity.com/news/allunity-secures-bafin-emi-license-to-launch-its-micar-compliant-euro-stablecoin/ https://allunity.com/news/allunity-secures-bafin-emi-license-to-launch-its-micar-compliant-euro-stablecoin/"  
[X Link](https://x.com/elwir101/status/1940691936530342102)  2025-07-03T08:39Z [---] followers, [---] engagements


"@emMeBi1986 Donnarumma first touched Musiala then ball But we see it thousand times it' s not even important to touch the ball first if you hurt the other player because of recklessness it's in [--] of [--] cases penalty"  
[X Link](https://x.com/elwir101/status/1941598692982587640)  2025-07-05T20:42Z [---] followers, [---] engagements


"$DFSC Tomorrow another run Drone companys are flying"  
[X Link](https://x.com/elwir101/status/1943449555850146125)  2025-07-10T23:17Z [---] followers, [---] engagements


"$glxy MM wins this Friday options game again. Every Friday the same procedure Until we get some institutional support"  
[X Link](https://x.com/elwir101/status/1943692569948340568)  2025-07-11T15:23Z [---] followers, [---] engagements


"@pennycheck Brutal week for $CRNC"  
[X Link](https://x.com/elwir101/status/1943699210148139481)  2025-07-11T15:49Z [---] followers, [---] engagements


"$glxy https://open.spotify.com/episode/6HxnCRrAy1VyyJFdLibcjNsi=vz29vxK0ReakuLvpA2lMNg https://open.spotify.com/episode/6HxnCRrAy1VyyJFdLibcjNsi=vz29vxK0ReakuLvpA2lMNg"  
[X Link](https://x.com/elwir101/status/1945951069055357259)  2025-07-17T20:57Z [---] followers, [---] engagements


"$DFSC as counter drone play should be found soon"  
[X Link](https://x.com/elwir101/status/1946179825653195018)  2025-07-18T12:06Z [---] followers, [---] engagements


"@CillianBraille Ask @grok about transactions fees 0.2% of $9.6 billion is in the lower range"  
[X Link](https://x.com/elwir101/status/1946347153955361108)  2025-07-18T23:11Z [---] followers, [--] engagements


"$DFSC counter drone stock play Good entry point again"  
[X Link](https://x.com/elwir101/status/1947665026229407835)  2025-07-22T14:28Z [---] followers, [---] engagements


"$DFSC https://kwesst.com/wp-content/uploads/2025/07/July-22-2025-INVESTOR-PRESENTATION.pdf https://kwesst.com/wp-content/uploads/2025/07/July-22-2025-INVESTOR-PRESENTATION.pdf"  
[X Link](https://x.com/elwir101/status/1948064512721961196)  2025-07-23T16:55Z [---] followers, [---] engagements


"$DFSC Worst management performance in Nasdaq history without delisting From July'21 $6.414.786 to July'25 $6 🧐"  
[X Link](https://x.com/elwir101/status/1948365423579177035)  2025-07-24T12:51Z [---] followers, [---] engagements


"Not only did $GLXY earn $15-20+ million in transaction fees the global exposure and free Galaxy Digital brand advertising is even more valuable"  
[X Link](https://x.com/elwir101/status/1949023045999280315)  2025-07-26T08:24Z [---] followers, [----] engagements


"$MCVT $GLXY another participation in a private placement like in $SBET or $BMNR and Galaxy will serve as Asset Manager"  
[X Link](https://x.com/elwir101/status/1949822863764041800)  2025-07-28T13:22Z [---] followers, [----] engagements


"@Reignots @GoldmanSachs @stefanvanderlux @novogratz There's little doubt $GS was responsible for the mean Nasdaq listing performance. That even after @novogratz handling them several hundred millions $ in commissions and fees this neutral rating should we a wake up call for Novogratz"  
[X Link](https://x.com/elwir101/status/1950893845421682934)  2025-07-31T12:18Z [---] followers, [---] engagements


"$GLXY Goldman Sachs killed a bit the momentum today I hope @novogratz takes the motto "one hand washes the other " to heart when it comes to the upcoming financing of the Helios expansion"  
[X Link](https://x.com/elwir101/status/1951002824760025107)  2025-07-31T19:31Z [---] followers, [---] engagements


"@MitchMartan98 Two-thirds of GLXY staff focus on crypto. The data center is the stable core with crypto as the growth driver"  
[X Link](https://x.com/elwir101/status/1952411479480688673)  2025-08-04T16:49Z [---] followers, [---] engagements


"$GLXY exiting development in its Helios data center project One small question mark is the selling of probably half of its Bitcoin holdings"  
[X Link](https://x.com/elwir101/status/1952695071154794688)  2025-08-05T11:35Z [---] followers, [----] engagements


"🤔🤔🤔$GLXY 10Q shows June 30th Bitcoin holdings of [------] with average purchase price of $106.080"  
[X Link](https://x.com/elwir101/status/1952703363402883329)  2025-08-05T12:08Z [---] followers, [---] engagements


"$GLXY Some interesting pieces of the earnings call"  
[X Link](https://x.com/elwir101/status/1952755321111277987)  2025-08-05T15:35Z [---] followers, [----] engagements


"$CRNC 22% short but shorts have huge support Goldman Sachs Neutral raised from $9 to $10 TD Cowen Hold raised from $10 to $11 Craig-Hallum Hold from $13 to $10"  
[X Link](https://x.com/elwir101/status/1953522125383323684)  2025-08-07T18:22Z [---] followers, [---] engagements


"Bullish IPO is reported to be more than [--] times oversubscribed. Another big win for $GLXY"  
[X Link](https://x.com/elwir101/status/1955272973327208663)  2025-08-12T14:19Z [---] followers, [----] engagements


"@XCapitalMgmt $GLXY Bullish IPO holding structure"  
[X Link](https://x.com/elwir101/status/1955288298886135930)  2025-08-12T15:20Z [---] followers, [---] engagements


"@Ej20fromSpace On $GLXY earnings call they told Helios I financing at around 11% so 9% sounds better"  
[X Link](https://x.com/elwir101/status/1956365636273062340)  2025-08-15T14:41Z [---] followers, [---] engagements


"$GLXY Financing Helios I (last earnings call)"  
[X Link](https://x.com/elwir101/status/1956369773396218328)  2025-08-15T14:57Z [---] followers, [----] engagements


"$GLXY sometimes very painful always lagging up-moves and front-running down moves. ERCOT approval of additional 800MW capacity can come any week now and will change it forever"  
[X Link](https://x.com/elwir101/status/1970140302238491100)  2025-09-22T14:57Z [---] followers, [----] engagements


"$GLXY We dont have enough data centers and its all about the grid too says @Stephanie_Link after the $NVDA investment in OpenAI. Theres so many pieces to this story and there are so many ways to invest in it. https://t.co/achy7hhcKW We dont have enough data centers and its all about the grid too says @Stephanie_Link after the $NVDA investment in OpenAI. Theres so many pieces to this story and there are so many ways to invest in it. https://t.co/achy7hhcKW"  
[X Link](https://x.com/elwir101/status/1970465750881010024)  2025-09-23T12:30Z [---] followers, [----] engagements


"$GLXY CEO owns more than 50% of the company . Fintech CEO and Chairman with skin in the game: $NU CEO owns 20% of the company Revolut CEO owns 18% of the company $WISE CEO owns 18% of the company $BULL Founder owns 20% of the company $FOUR Founder owns 24% of the company $DLO insiders owns +45% of the company https://t.co/JXllG79x11 Fintech CEO and Chairman with skin in the game: $NU CEO owns 20% of the company Revolut CEO owns 18% of the company $WISE CEO owns 18% of the company $BULL Founder owns 20% of the company $FOUR Founder owns 24% of the company $DLO insiders owns +45% of the company"  
[X Link](https://x.com/elwir101/status/1972709268672618552)  2025-09-29T17:05Z [---] followers, [----] engagements


"$GLXY : Does anyone still doubt CoreWeave's credibility In the month of September alone CoreWeave $CRWV has: - Signed a deal with Nvidia $NVDA in which Nvidia agreed to purchase any of CoreWeave's unused capacity up to $6.3B - Signed a $6.5B expansion deal with OpenAI bringing their total contract to $22.4B - Signed a $14B deal with In the month of September alone CoreWeave $CRWV has: - Signed a deal with Nvidia $NVDA in which Nvidia agreed to purchase any of CoreWeave's unused capacity up to $6.3B - Signed a $6.5B expansion deal with OpenAI bringing their total contract to $22.4B - Signed a"  
[X Link](https://x.com/elwir101/status/1973007293622227368)  2025-09-30T12:49Z [---] followers, [----] engagements


"@qftnoise IKBR shows $DPRO Mcap at $201M ($8.95)"  
[X Link](https://x.com/elwir101/status/1973462006574489933)  2025-10-01T18:56Z [---] followers, [--] engagements


"$DPRO $12 end of week without offering and $12 with offering next week"  
[X Link](https://x.com/elwir101/status/1973475763287658770)  2025-10-01T19:51Z [---] followers, [--] engagements


"$AIP and $AMD ripping on OpenAI deal"  
[X Link](https://x.com/elwir101/status/1975172268260004054)  2025-10-06T12:12Z [---] followers, [---] engagements


"$GLXY feels like ERCOT approval could double share price overnight"  
[X Link](https://x.com/elwir101/status/1975517133321723984)  2025-10-07T11:02Z [---] followers, [----] engagements


"$AIP hidden gem Massively profiting on $AMD / OpenAI deal. Very high probability of $NVDA as undisclosed customer"  
[X Link](https://x.com/elwir101/status/1975853291180605523)  2025-10-08T09:18Z [---] followers, [---] engagements


"Missed $AMDOpenAI move $AIP lost already half of it gains and will catch up soon"  
[X Link](https://x.com/elwir101/status/1975989310399840288)  2025-10-08T18:18Z [---] followers, [---] engagements


"When will $GLXY have its 20-30%+ day Competitors $IREN $NBIS $CRWV $CORZ $WYFI $WULF and $APLD already have ERCOT We are waiting"  
[X Link](https://x.com/elwir101/status/1976618646819787163)  2025-10-10T11:59Z [---] followers, [----] engagements


"@sadin731 I'm convinced that measures will be taken to ensure that a 'Lugano' incident like this won't happen again. But this is precisely the great opportunity here Restatement of the filings deadline is end of November"  
[X Link](https://x.com/elwir101/status/1977223365979971915)  2025-10-12T04:02Z [---] followers, [--] engagements


"$CODI is not just a #RareEarth play with Arnold Magnetic Tech The 'Lugano' accounting fraud case emerged in May [----]. Markets have gone parabolic since then yet the stock price remains down 50% from April's lows. Huge opportunity"  
[X Link](https://x.com/elwir101/status/1977242145506394118)  2025-10-12T05:17Z [---] followers, [---] engagements


"$CODI I asked Gemini to make assumptions of the total cost of the 'Lugano' accounting fraud case incl. Lawsuits. Legal costs Regulatory fines etc"  
[X Link](https://x.com/elwir101/status/1977273463661351008)  2025-10-12T07:21Z [---] followers, [----] engagements


"@11000000_ The fundamental value of all its company holdings is probably 5x the actual market cap. Let them write down Lugano and the stock price will double overnight"  
[X Link](https://x.com/elwir101/status/1977286553807290576)  2025-10-12T08:13Z [---] followers, [--] engagements


"@sadin731 yes biggest ops since a while"  
[X Link](https://x.com/elwir101/status/1977338862277189680)  2025-10-12T11:41Z [---] followers, [--] engagements


"@sadin731 Yes the 'Lugano' accounting fraud overshadowed everything. $COYI would be at $35-$40+ without it. The #RareEarth opportunity with Arnold Magnetic Tech is getting discovered now"  
[X Link](https://x.com/elwir101/status/1977353263885291525)  2025-10-12T12:38Z [---] followers, [--] engagements


"@sadin731 No it's a listed company on the NYSE. https://compassdiversified.com https://compassdiversified.com"  
[X Link](https://x.com/elwir101/status/1977462753280577586)  2025-10-12T19:53Z [---] followers, [--] engagements


"$GLXY worst #datacenter performer again today. Will change soon"  
[X Link](https://x.com/elwir101/status/1977749340153143412)  2025-10-13T14:52Z [---] followers, [----] engagements


"@GeneAJonesJr Last week $GS maintained $GLXY Neutral and raised from $30 to $34 now Neutral to $39 and next week Neutral to $75😁"  
[X Link](https://x.com/elwir101/status/1978320063770857591)  2025-10-15T04:40Z [---] followers, [---] engagements


"$DNA Ginkgo Bioworks Awarded $118M U.S. Government HHS Contract https://sam.gov/opp/7b8e625f7406478681bcd5af07ca7f2b/view https://sam.gov/opp/7b8e625f7406478681bcd5af07ca7f2b/view"  
[X Link](https://x.com/elwir101/status/1833229057636634751)  2024-09-09T19:40Z [---] followers, [---] engagements


"$ASPN will not be the only applicant which fails in finalizing their loan agreements before the Trump administration takes office. News any day now"  
[X Link](https://x.com/elwir101/status/1878794258716721307)  2025-01-13T13:20Z [---] followers, [---] engagements


"@pennycheck Any inside why $USAR is like falling of a cliff"  
[X Link](https://x.com/elwir101/status/1914738282711441904)  2025-04-22T17:49Z [---] followers, [---] engagements


"$SRFM $PLTR buys 1.040.557 shares of Surf Air Mobility"  
[X Link](https://x.com/elwir101/status/1937470893875208678)  2025-06-24T11:20Z [---] followers, [---] engagements


"3 of the best stock pickers on X @pennycheck @stocktalkweekly @SteveYonezu And all part of Stock Talk Insiders discord group Unbelievable alpha $CCCX $AIP $GLXY [--] big winners today from their recommendations"  
[X Link](https://x.com/elwir101/status/1975206683594113248)  2025-10-06T14:29Z [---] followers, [----] engagements


"It was obviously that $GLXY needs some kind of financing Some investor is now willing to pay 50% more than [--] weeks ago. That's huge And Novogratz stake in $GLXY decreases probably below 50% "  
[X Link](https://x.com/elwir101/status/1977036357387309291)  2025-10-11T15:39Z [---] followers, [----] engagements


"Grok's take"  
[X Link](https://x.com/elwir101/status/1977277749665710173)  2025-10-12T07:38Z [---] followers, [---] engagements


"Lugano fraud cost: $250$350M. SEC fine: $180M for $310M revenue inflation. Lawsuits: $50$100M. Legal/probe costs: $20$70M"  
[X Link](https://x.com/elwir101/status/1977280174665458035)  2025-10-12T07:48Z [---] followers, [---] engagements


"$CODI latest Earnings Call Transcript Feb.27 2025"  
[X Link](https://x.com/elwir101/status/1977690913431224500)  2025-10-13T11:00Z [---] followers, [----] engagements


"$NVX NOVONIX Oct [--] [----] Announces New Share Issuance Following Debenture Conversion NOVONIX issued [--------] new shares on ASX after debenture conversion. The issuance aims to strengthen NOVONIXs capital base and market position"  
[X Link](https://x.com/elwir101/status/1978067156211208375)  2025-10-14T11:55Z [---] followers, [---] engagements


"$CRNC patent settlement"  
[X Link](https://x.com/elwir101/status/1978111258307026984)  2025-10-14T14:50Z [---] followers, [---] engagements


"$GLXY Goldman Sachs Maintains Neutral on Galaxy Digital Raises PT from 34$ to $39"  
[X Link](https://x.com/elwir101/status/1978193608533586114)  2025-10-14T20:18Z [---] followers, [----] engagements


"$nvx You can currently buy Novonix on the home exchange ASX for about 10% cheaper than on the Nasdaq"  
[X Link](https://x.com/elwir101/status/1978340263618625996)  2025-10-15T06:00Z [---] followers, [---] engagements


"$FOSL another @SteveYonezu hit"  
[X Link](https://x.com/elwir101/status/1978467756795142430)  2025-10-15T14:27Z [---] followers, [---] engagements


"Wow $FOSL denied pursuing an Indian IPO for their subsidiary The market is showing its preference"  
[X Link](https://x.com/elwir101/status/1978768814943703279)  2025-10-16T10:23Z [---] followers, [---] engagements


"@buger_1 It looks like @Fossil we are not interested in unlocking shareholder value $fosl"  
[X Link](https://x.com/elwir101/status/1978783041406284194)  2025-10-16T11:20Z [---] followers, [---] engagements


"$ALM Almonty Industries"  
[X Link](https://x.com/elwir101/status/1980325072431903050)  2025-10-20T17:27Z [---] followers, [---] engagements


"$ALM Almonty Ind"  
[X Link](https://x.com/elwir101/status/1980325077607674272)  2025-10-20T17:27Z [---] followers, [---] engagements


"$ALM Almonty Ind"  
[X Link](https://x.com/elwir101/status/1980325087002919072)  2025-10-20T17:27Z [---] followers, [---] engagements


"$ALM Almonty Ind"  
[X Link](https://x.com/elwir101/status/1980325091566317919)  2025-10-20T17:27Z [---] followers, [---] engagements


"$GLXY every other stock would be up 50%+ on such earnings. Unbelievable"  
[X Link](https://x.com/elwir101/status/1980643195831873787)  2025-10-21T14:31Z [---] followers, [----] engagements


"$GLXY some new partnerships coming soon"  
[X Link](https://x.com/elwir101/status/1980745412387512522)  2025-10-21T21:18Z [---] followers, [----] engagements


"$CODI Today was originally deadline for the filings before extending to Nov. [--] - Think we are very close now. Arnold has secured a dependable rare earth #magnet supply ensuring stability and exceptional service despite global export restrictions. Our trusted relationships set us apart. Read our blog to learn more: https://t.co/p7BlCpR2Z5 https://t.co/xEgw2JG5OG Arnold has secured a dependable rare earth #magnet supply ensuring stability and exceptional service despite global export restrictions. Our trusted relationships set us apart. Read our blog to learn more: https://t.co/p7BlCpR2Z5"  
[X Link](https://x.com/elwir101/status/1981721433270014316)  2025-10-24T13:56Z [---] followers, [---] engagements


"$CODI is required to deliver the restated audited financials for fiscal [----] and other financial years and quarterly earnings today on Oktober [--] [----] (can be extended by the Administrative Agent for no more than [--] days) Thanks @Jsquared____"  
[X Link](https://x.com/elwir101/status/1981739247892647938)  2025-10-24T15:07Z [---] followers, [----] engagements


"@CryptoGSmiley @Jsquared____ I don't kmow if there's a PR necessary. The administrative agent probably extened it. We'll know more coming week"  
[X Link](https://x.com/elwir101/status/1981948685341663504)  2025-10-25T04:59Z [---] followers, [--] engagements


"@CryptoGSmiley @Jsquared____ Bank of America is the administrative agent"  
[X Link](https://x.com/elwir101/status/1981952563013452124)  2025-10-25T05:14Z [---] followers, [--] engagements


"@livermore1923 $CODI actually it's all about restatement of filings and earnings. within a week"  
[X Link](https://x.com/elwir101/status/1982701494354022890)  2025-10-27T06:50Z [---] followers, [---] engagements


"On Oct [--] $CODI announced the third Forbearance Agreement granting until Oct [--] (plus [--] days if Bank of America agrees) to release earnings and restate filings. Management should have known two weeks prior if they could file on time. Poor management @CODIequity"  
[X Link](https://x.com/elwir101/status/1982845329767817243)  2025-10-27T16:22Z [---] followers, [----] engagements


"@grillbo_ @CODIequity Not yet they likely have until next Monday. I suspect a case like $HTZ with bankruptcy and relisting but shareholders lose everything"  
[X Link](https://x.com/elwir101/status/1982847677646705102)  2025-10-27T16:31Z [---] followers, [---] engagements


"@grillbo_ @CODIequity Why $CODI removed its [--]. Forbearance PR from its website"  
[X Link](https://x.com/elwir101/status/1982860238232662059)  2025-10-27T17:21Z [---] followers, [---] engagements


"$CODI already missed [--]. forbearance deadlines: on Sep. 30th (with 10-day extension) and announced [--]. forbearance agreement on Oct. 10th"  
[X Link](https://x.com/elwir101/status/1983139812006629802)  2025-10-28T11:52Z [---] followers, [---] engagements


"IKBR notification: $CODI Q3'25 earnings tomorrow after close"  
[X Link](https://x.com/elwir101/status/1983252018438574530)  2025-10-28T19:18Z [---] followers, [---] engagements


"$codi probably we'll get [--]. Forbearance announcement AH today otherwise stock will go 1$🤔"  
[X Link](https://x.com/elwir101/status/1985407494642970670)  2025-11-03T18:03Z [---] followers, [---] engagements


"$STGW - Palantir deal: launch of a new partnership with Palantir to build an "industry-first audience platform" aimed at unlocking new ROI for marketers. "The holy grail of marketing finally brought to life." - Signing of several government contracts imminent"  
[X Link](https://x.com/elwir101/status/1987800494127898836)  2025-11-10T08:32Z [---] followers, [---] engagements


"$PLTR $STGW First AI holy grail for marketing: end-to-end platform fixing fragmented data & slow ROI. Powered by Palantir Foundry + Stagwells Code & Theory + The Marketing Cloud dataall in one secure hub"  
[X Link](https://x.com/elwir101/status/1987855628090347612)  2025-11-10T12:11Z [---] followers, [---] engagements


"$STGW shorts are trying hard to hold it down but several government contract signings are imminent This $PLTR deal makes these government contracts even more valuable $PLTR $STGW First AI holy grail for marketing: end-to-end platform fixing fragmented data & slow ROI. Powered by Palantir Foundry + Stagwells Code & Theory + The Marketing Cloud dataall in one secure hub. https://t.co/tByhsbwJDZ $PLTR $STGW First AI holy grail for marketing: end-to-end platform fixing fragmented data & slow ROI. Powered by Palantir Foundry + Stagwells Code & Theory + The Marketing Cloud dataall in one secure"  
[X Link](https://x.com/elwir101/status/1987892623034470872)  2025-11-10T14:38Z [---] followers, [---] engagements


"$STGW headcount of [-----] employees CEO Mark Penn called collaboration with $PLTR the "holy grail of marketing brought to life" enabling companies to shrink marketing teams dramatically (e.g. from [---] people to a handful) through AI automation. Huge savings potential"  
[X Link](https://x.com/elwir101/status/1988287802640110036)  2025-11-11T16:48Z [---] followers, [---] engagements

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