# ![@fedex774 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::4502745136.png) @fedex774 Gus - The Italian Investor

Gus - The Italian Investor posts on X about $al2si, $iren, stocks, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::4502745136/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4502745136/c:line/m:interactions.svg)

- [--] Week [-----] -59%
- [--] Month [------] -33%
- [--] Months [---------] +1,758%
- [--] Year [---------] +12,118%

### Mentions: [--] [#](/creator/twitter::4502745136/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4502745136/c:line/m:posts_active.svg)

- [--] Week [--] -20%
- [--] Month [---] -19%
- [--] Months [-----] +469%
- [--] Year [-----] +2,363%

### Followers: [-----] [#](/creator/twitter::4502745136/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4502745136/c:line/m:followers.svg)

- [--] Week [-----] +0.12%
- [--] Month [-----] +1.80%
- [--] Months [-----] +235%
- [--] Year [-----] +341%

### CreatorRank: [---------] [#](/creator/twitter::4502745136/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4502745136/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  83.45% [stocks](/list/stocks)  53.1% [cryptocurrencies](/list/cryptocurrencies)  21.38% [technology brands](/list/technology-brands)  20% [countries](/list/countries)  2.76% [automotive brands](/list/automotive-brands)  2.76% [luxury brands](/list/luxury-brands)  2.07% [exchanges](/list/exchanges)  1.38% [travel destinations](/list/travel-destinations)  1.38% [social networks](/list/social-networks)  1.38%

**Social topic influence**
[$al2si](/topic/$al2si) 17.93%, [$iren](/topic/$iren) 11.72%, [stocks](/topic/stocks) 11.03%, [ai](/topic/ai) 11.03%, [$clsk](/topic/$clsk) 9.66%, [$hive](/topic/$hive) 8.97%, [$cifr](/topic/$cifr) 8.28%, [the most](/topic/the-most) 8.28%, [company](/topic/company) 7.59%, [$int](/topic/$int) 7.59%

**Top accounts mentioned or mentioned by**
[@mikealfred](/creator/undefined) [@fransbakker9812](/creator/undefined) [@hivedigitaltech](/creator/undefined) [@cleansparkinc](/creator/undefined) [@whitefiber](/creator/undefined) [@alc2022](/creator/undefined) [@simeonresearch](/creator/undefined) [@stonkchris](/creator/undefined) [@toffcap](/creator/undefined) [@stockoptioncole](/creator/undefined) [@acethebulllly](/creator/undefined) [@thetechinvest](/creator/undefined) [@suffocationends](/creator/undefined) [@transmedics](/creator/undefined) [@jonahlupton](/creator/undefined) [@nataninvesting](/creator/undefined) [@irenltd](/creator/undefined) [@klarnaseb](/creator/undefined) [@borspodden](/creator/undefined) [@flatcapital](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Hive (HIVE)](/topic/$hive) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Single Collateral DAI (SAI)](/topic/$sai) [WhiteFiber, Inc.  (WYFI)](/topic/$wyfi) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [Harmony Biosciences Holdings, Inc. (HRMY)](/topic/$hrmy) [MARA Holdings, Inc. (MARA)](/topic/$mara) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Bitcoin (BTC)](/topic/$btc) [Bit Digital, Inc. (BTBT)](/topic/$btbt) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Corcept Therapeutics Inc. (CORT)](/topic/$cort) [Crinetics Pharmaceuticals, Inc. (CRNX)](/topic/$crnx) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Penske Automotive Group, Inc. (PAG)](/topic/$pag) [Dell Technologies, Inc. (DELL)](/topic/$dell) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [HP Inc (HPQ)](/topic/$hpq) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Micron Technology, Inc. (MU)](/topic/$mu) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Bitfarms Ltd. (BITF)](/topic/$bitf) [Ethereum (ETH)](/topic/$eth) [Bakkt Holdings, Inc. (BKKT)](/topic/$bkkt) [Asset Entities Inc. (ASST)](/topic/$asst) [4 (FOUR)](/topic/$four) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Oracle Corporation (ORCL)](/topic/$orcl) [UiPath, Inc. (PATH)](/topic/$path) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Lemonade, Inc. (LMND)](/topic/$lmnd)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Obv a good day for the LLMs portfolio. ChatGPT is still the best by far $TLX $CDLR $INSTA $HRMY $OTLK $KURA $CYTK $CORT $CRNX $ARWR This weekend Ill ask Grok Gemini and ChatGPT to update the portfolios and Ill publish the updated performance 🤌"  
[X Link](https://x.com/fedex774/status/1958990819265765809)  2025-08-22T20:33Z [----] followers, [----] engagements


"📉 CHATGPT PORTFOLIO UPDATE From flying high at +20% to cooling off at +12.1% (in [--] weeks). But here's the PLOT TWIST 👀 62% CASH position = massive firepower sitting on the sidelines 💰 🔥 New allocation decisions dropping TOMORROW $HRMY $CDLR $INSTA $PGEN $OTLK $TLX"  
[X Link](https://x.com/fedex774/status/1961862740349186106)  2025-08-30T18:45Z [----] followers, [---] engagements


"Here is why YOU DO NOT TRUST MIKE ALFRED: all his posts about $BKKT and $ASST Deleted only one remains. Choose wisely who you follow on this platform"  
[X Link](https://x.com/fedex774/status/2019273178967658611)  2026-02-05T04:53Z [----] followers, [----] engagements


"If you invested $1000 at $TRIP 's IPO you would now have $450 😰"  
[X Link](https://x.com/fedex774/status/2022375309283140005)  2026-02-13T18:20Z [----] followers, [---] engagements


"Not a great time to be invested in alchool stocks $DEO $BFB $CPRI"  
[X Link](https://x.com/fedex774/status/1941249500816998873)  2025-07-04T21:35Z [----] followers, [---] engagements


"Heres a real deep value idea for the brave (not my play): $AUNA. A healthcare provider running hospitals & clinics across Mexico Peru and Colombia. Stock trades at just 2.7x P/FCF. Projected [----] FCF: $376M. Current market cap: $492M"  
[X Link](https://x.com/fedex774/status/1972730835892678843)  2025-09-29T18:30Z [----] followers, [---] engagements


"Some Swedish stock valuations are absolutely wild 🤯 Take LAGERCRANTZ $LAGR for example: 📈 Expected revenue CAGR: 14% 💰 NTM P/E: 38x 🤯 Thats some serious growth premium right there"  
[X Link](https://x.com/fedex774/status/1985323575117508613)  2025-11-03T12:30Z [----] followers, [---] engagements


"$FOUR just like $PYPL isnt a stock Id marry for the long run. But the swing setup 🔥 All-time low valuation perfect trendline bounce and a beautiful hammer candle. This chart is screaming reversal. 📈"  
[X Link](https://x.com/anyuser/status/1987243266962530324)  2025-11-08T19:38Z [----] followers, [----] engagements


"Meet PORTO AVIATION $PAG an italian small cap (12m market cap) dominating the ultralight aircrafts market. This is my deep dive on this small founder-led (CEO owns 55% of shares) italian gem. Porto is a small Ferrari in the making. ✈"  
[X Link](https://x.com/fedex774/status/1991123449545138507)  2025-11-19T12:36Z [----] followers, [----] engagements


"$CTAS is such an impressive company. Up 1800% in [--] years selling uniforms. 22% EBIT margin"  
[X Link](https://x.com/fedex774/status/1995111505704956177)  2025-11-30T12:43Z [----] followers, [---] engagements


"This $EPC chart is really scary. The company sucks but the stock has never been so cheap.🧐"  
[X Link](https://x.com/fedex774/status/1997287244156248080)  2025-12-06T12:49Z [----] followers, [---] engagements


"The best european growth stocks right now: $ALLOG (Logic Instruments) $PAG (Porto Aviation) $LIK (Limes)"  
[X Link](https://x.com/fedex774/status/2000853063045951844)  2025-12-16T08:58Z [----] followers, [---] engagements


"Can Shelly $SLYG finally breakout above [---] in [----] Or is it going back into the 50s I have no idea but the stock is good value every time it gets into the 50-52 range"  
[X Link](https://x.com/fedex774/status/2004272281376510430)  2025-12-25T19:25Z [----] followers, [----] engagements


"If you want to play the growth of Canadas energy sector fueled by AI data centers these are some of the best stocks to look at: $TAC Transalta Corp. $MXG Maxim Power Corp"  
[X Link](https://x.com/fedex774/status/2006082259359785423)  2025-12-30T19:17Z [----] followers, [---] engagements


"What a start for [----] 😱🚀fucking unreal $IREN +12% $CLSK +13% $SLYG +6% $MARA +11% $DGXX +8% $TSSI +8% $CRWV +12% $NBIS +7% $CIFR +10% $WYFI +7% $HIMS +3% Lets fucking go 🚀"  
[X Link](https://x.com/fedex774/status/2007178271293915207)  2026-01-02T19:52Z [----] followers, [---] engagements


"SHELLY GROUP $SLYG just confirmed its revenue target for 2026: 200M. This is my updated valuation"  
[X Link](https://x.com/fedex774/status/2013270788636397864)  2026-01-19T15:22Z [----] followers, [----] engagements


"@ToffCap It would have been too late in any case 😭 borsa italiana suspended the trading of $IVN when the news broke out"  
[X Link](https://x.com/fedex774/status/2014678861494006113)  2026-01-23T12:37Z [----] followers, [---] engagements


"PORTO AVIATION $PAG is up 44% since I invested in it a couple months ago 🤌✈ Meet PORTO AVIATION $PAG an italian small cap (12m market cap) dominating the ultralight aircrafts market. This is my deep dive on this small founder-led (CEO owns 55% of shares) italian gem. Porto is a small Ferrari in the making. ✈ https://t.co/SdKftXO6UG Meet PORTO AVIATION $PAG an italian small cap (12m market cap) dominating the ultralight aircrafts market. This is my deep dive on this small founder-led (CEO owns 55% of shares) italian gem. Porto is a small Ferrari in the making. ✈ https://t.co/SdKftXO6UG"  
[X Link](https://x.com/fedex774/status/2015843536147468288)  2026-01-26T17:45Z [----] followers, [---] engagements


"$WYFI is employing a data center business model which is quite different from the likes of $IREN $CIFR and $NBIS. But @WhiteFiber_ might have a winning strategy: retrofit: [--] times faster than greenfield and up to 40% cheaper. smaller data centers = less risk future expansion"  
[X Link](https://x.com/fedex774/status/2016132667855561049)  2026-01-27T12:54Z [----] followers, [---] engagements


"$CSG the Prague based military company is probably the most interesting growth stock right now"  
[X Link](https://x.com/fedex774/status/2016539801218928642)  2026-01-28T15:52Z [----] followers, [---] engagements


"$MSFT windows OEM and devices revenue guidance: decline in low teens. = $HPQ is fucked"  
[X Link](https://x.com/fedex774/status/2016826489954603392)  2026-01-29T10:51Z [----] followers, [---] engagements


"$HPQ is the easiest short out there. I've been slow to this but I'm short HP. memory prices are surging inflation is surging bad market positioning: not premium but not cheaper than chinese comps no one wants AI pcs I wouldn't be surprised to see negative EBIT in 2026"  
[X Link](https://x.com/fedex774/status/2016977103380460018)  2026-01-29T20:49Z [----] followers, [---] engagements


"Deadly day in the markets stay strong friends get out and enjoy the weekend But if u wanna know whats going on here it is: $SLV -20% GOLD -7% $IREN -8% $SEZL -10% $DGXX -9% $NBIS -8% $HIMS -7% Growth names are getting slaughtered ☠"  
[X Link](https://x.com/fedex774/status/2017284819005174212)  2026-01-30T17:12Z [----] followers, [---] engagements


"$SEZL $PYPL $FISV $FOUR = the [--] horsemen of pain. These stocks just can't catch a break they always go down.😭 I have a very small (luckily) position in Sezzle but damn it's frustrating"  
[X Link](https://x.com/fedex774/status/2017543864626585628)  2026-01-31T10:21Z [----] followers, [----] engagements


"Hard not to buy this $NBIS dip exactly on the trendline and near a support level"  
[X Link](https://x.com/fedex774/status/2017983761556574483)  2026-02-01T15:29Z [----] followers, [---] engagements


"Night trading looking really ugly: $IREN -7% $CLSK -10% $MARA -9% $CIFR -7% Hold tight and dont panic the long term thesis is unchanged"  
[X Link](https://x.com/fedex774/status/2018191914281943220)  2026-02-02T05:17Z [----] followers, [---] engagements


"$MARA We just expanded our Nebraska footprint with a second data center [--] MW. [--] MW accessible now. Full capacity underway. Historical net power cost: under $40/MWh. https://t.co/J1zcePjBwO We just expanded our Nebraska footprint with a second data center [--] MW. [--] MW accessible now. Full capacity underway. Historical net power cost: under $40/MWh. https://t.co/J1zcePjBwO"  
[X Link](https://x.com/fedex774/status/2018336919269089617)  2026-02-02T14:53Z [----] followers, [---] engagements


"If you still haven't invested in SHELLY $SLYG.this is your last chance"  
[X Link](https://x.com/fedex774/status/2018339986081275980)  2026-02-02T15:05Z [----] followers, [---] engagements


"Just buy $CSG every day until it's below 35"  
[X Link](https://x.com/fedex774/status/2018602985698496789)  2026-02-03T08:30Z [----] followers, [---] engagements


"$HPQ down 7% today after the CEO suddenly left the company to go where In $PYPL 🤣 From bad to worse Im still short HP I should have shorted PainPal aswell $HPQ is the easiest short out there. I've been slow to this but I'm short HP. memory prices are surging inflation is surging bad market positioning: not premium but not cheaper than chinese comps no one wants AI pcs I wouldn't be surprised to see negative EBIT in [----]. https://t.co/eOxJ5QV7KQ $HPQ is the easiest short out there. I've been slow to this but I'm short HP. memory prices are surging inflation is surging bad market positioning:"  
[X Link](https://x.com/fedex774/status/2018701683769975217)  2026-02-03T15:02Z [----] followers, [---] engagements


"This is actually huge for a small company like $DGXX: former Verizon CEO joins Digipower X as senior advisor"  
[X Link](https://x.com/fedex774/status/2018917905107210394)  2026-02-04T05:21Z [----] followers, [----] engagements


"Your kind reminder: just buy $CSG until it's below [--] Just buy $CSG every day until it's below [--] Just buy $CSG every day until it's below 35"  
[X Link](https://x.com/fedex774/status/2018983211188322636)  2026-02-04T09:41Z [----] followers, [---] engagements


"@StockOptionCole @mikealfred Man dont forget $BKKThe deleted ALL the posts about it"  
[X Link](https://x.com/fedex774/status/2019273261721235637)  2026-02-05T04:53Z [----] followers, [---] engagements


"@acethebulllly Also everything about $BKKT is gone"  
[X Link](https://x.com/fedex774/status/2019274669824606686)  2026-02-05T04:59Z [----] followers, [---] engagements


"$GOOGL just said it needs to spend more for AI. Yet the market is selling off AI data center stocks. This is retarded. $IREN -6% $DGXX -8% $CRWV -5% $NBIS -7% $CIFR -3% $WYFI -4%"  
[X Link](https://x.com/fedex774/status/2019428257716924692)  2026-02-05T15:09Z [----] followers, [---] engagements


"Why is $NVDA down while $AMZN and $GOOGL announced huge CAPEX spend in [----] Is the market retarded or am i missing something"  
[X Link](https://x.com/fedex774/status/2019643889184120910)  2026-02-06T05:26Z [----] followers, [---] engagements


"$NVDA should just buy $MU"  
[X Link](https://x.com/fedex774/status/2020032172489601284)  2026-02-07T07:09Z [----] followers, [---] engagements


"The Mike Alfred trades YTD performance: $BTC -23% / $SLV +7% ❌ $CIFR -9% / $CRWV +13% ❌ $NVO -9% / $HIMS -31% ✅ $TGT +15% / $WMT +16% - $COST +17% ❌ $TLT +05% / $DXY -05% kinda ✅ @mikealfred 's investment choices for [----] suck for now. This is an interesting set of trades by Mike Alfred. Let's check back next year. I'm long $BTC $CIFR $CRWV $HIMS. I also have some silver bought at way lower prices than today and I plan on just holding it. https://t.co/POoffj7r6s This is an interesting set of trades by Mike Alfred. Let's check back next year. I'm long $BTC $CIFR $CRWV $HIMS. I also have some"  
[X Link](https://x.com/fedex774/status/2020107208990597274)  2026-02-07T12:07Z [----] followers, [---] engagements


"Daaamn $QCOM er was all about memory 😱"  
[X Link](https://x.com/fedex774/status/2020205654875496500)  2026-02-07T18:38Z [----] followers, [---] engagements


"When valuing $CLSK the market is focused on the $BTC plunge.what the market is missing is the real value of @CleanSpark_Inc assets"  
[X Link](https://x.com/fedex774/status/2020240197674483969)  2026-02-07T20:56Z [----] followers, [---] engagements


"Be careful who you follow on X. X is great for finding amazing stock picks but there are also many liars and grifters. Always use your brain before investing don't invest only because someone said he is doing it.probably he isn't even doing what he is saying. $HIMS was the most attractive stock on Jan [--]. Shit hits the fan. Feb 8th: Of course I did sell at the top. Naturally. How convenient. 🤡 @TheTechInvest what gives Please do consider changing profile pic. This is a disgrace to the legend of Peter Lynch. https://t.co/EcZqUUgb3d $HIMS was the most attractive stock on Jan [--]. Shit hits the"  
[X Link](https://x.com/fedex774/status/2020496716764705106)  2026-02-08T13:55Z [----] followers, [---] engagements


"$IREN is down 2% YTD"  
[X Link](https://x.com/fedex774/status/2020571754528227561)  2026-02-08T18:53Z [----] followers, [---] engagements


"INPOST $INPST received a buyout offer of [---] per share by Advent and FedEx $FDX"  
[X Link](https://x.com/fedex774/status/2020783129292599736)  2026-02-09T08:53Z [----] followers, [---] engagements


"Macquarie maintained both $IREN and $CLSK at outperform after er"  
[X Link](https://x.com/fedex774/status/2020870584473657605)  2026-02-09T14:41Z [----] followers, [---] engagements


"I'm tempted to buy the $HIMS dip 🧐"  
[X Link](https://x.com/fedex774/status/2020876716848165155)  2026-02-09T15:05Z [----] followers, [---] engagements


"Is @alc2022 going full bald in [----] after $DUOL and $HIMS crashes"  
[X Link](https://x.com/fedex774/status/2020894665436701051)  2026-02-09T16:16Z [----] followers, [---] engagements


"Guys when you read what Michael Burry posts just remember that if he was a good investor he would have just kept on running his hedge fund you make way more money from that than from a Substack. He is just a really bad investor he confirms it every single day. I am working on something $PLTR. https://t.co/PPETfScTkE I am working on something $PLTR. https://t.co/PPETfScTkE"  
[X Link](https://x.com/fedex774/status/2021139115010330652)  2026-02-10T08:28Z [----] followers, [---] engagements


"$META cheap $MSFT cheap $NVDA fair value $ORCL cheap Where bubble"  
[X Link](https://x.com/fedex774/status/2022341772710478029)  2026-02-13T16:07Z [----] followers, [---] engagements


"Random rules and lessons from 2025: [--] speed of execution is everything. [--] why invest in a value stock without catalysts when you can buy a growth stock with a lot of catalysts $PYPL 3Value investing can destroy your performance. 4spend more time thinking 5keep some cash"  
[X Link](https://x.com/fedex774/status/2007111790388560317)  2026-01-02T15:28Z [----] followers, [----] engagements


"$SFM is on a never-ending crash. Down 61% from all time highs. The stock is starting to look cheap at an ntm p/e of 12"  
[X Link](https://x.com/fedex774/status/2016495718836384173)  2026-01-28T12:56Z [----] followers, [----] engagements


"Long $CIFR @suffocationends Black Sabbath. First album. Often imitated never equaled. @suffocationends Black Sabbath. First album. Often imitated never equaled"  
[X Link](https://x.com/fedex774/status/2021655441185681651)  2026-02-11T18:39Z [----] followers, [---] engagements


"My favorite european stocks heading into 2026: $PAG Porto Aviation: italian maker of premium ultralight aircrafts a small Ferrari in the making. $LIK Limes: a German operator of premium psychiatry and psychotherapy clinics. $ALLOG Logic Instr. manufacturer of rugged electronics"  
[X Link](https://x.com/fedex774/status/2003497730480701523)  2025-12-23T16:07Z [----] followers, [---] engagements


"$WYFI is probably one of the most interesting AI data center stocks trading at a valuation way cheaper than peers. Investors shouldn't ignore @WhiteFiber_ as the company is moving fast and executing well"  
[X Link](https://x.com/fedex774/status/2016194954201116672)  2026-01-27T17:01Z [----] followers, [----] engagements


"This was such a good call 👌 $BYRN +16% $HIMS +13% Easy buys (in moderation): $MSFT $ORCL $DELL $BYRN $HIMS Easy buys (in moderation): $MSFT $ORCL $DELL $BYRN $HIMS"  
[X Link](https://x.com/fedex774/status/2019408645939777638)  2026-02-05T13:51Z [----] followers, [----] engagements


"All this whining about $AMZN kinda makes me think we could be nearing a bottom"  
[X Link](https://x.com/fedex774/status/2022342103158976798)  2026-02-13T16:08Z [----] followers, [---] engagements


"If you want to research a beaten down italian small cap stock take a look at TXT e-solutions $TXT It is now trading at a very cheap ntm p/e ratio of [--] the lowest ever"  
[X Link](https://x.com/fedex774/status/2022371703276331513)  2026-02-13T18:06Z [----] followers, [---] engagements


"FinX loves $PATH but damn this management loves stock based comp: LTM operating cash flow $335M LTM SBC $313M"  
[X Link](https://x.com/fedex774/status/2022506617707667784)  2026-02-14T03:02Z [----] followers, [---] engagements


"How long before the rest of Europe follows the Netherlands in taxing unrealized gains"  
[X Link](https://x.com/fedex774/status/2022654987709616553)  2026-02-14T12:51Z [----] followers, [---] engagements


"Why $IREN is down 5% in pre-market: [--] Up 100% in a month pussies are selling. [--] U.S. chip import restrictions = slower AI rollout (see below post) [--] JPM downgrade (thanks @FransBakker9812 for flagging). Still looks like noise in a much bigger story. 🚀 This development looks extremely bullish for $INTC but it could slow down overall AI progress. In short: positive for Intel negative for $AMD $IREN $CRWV $NBIS $CIFR. Also short-to-mid term bearish for $NVDA at least until they establish a new arrangement with Intel. https://t.co/OtBxQ1aC6S This development looks extremely bullish for $INTC but"  
[X Link](https://x.com/anyuser/status/1971550390899597335)  2025-09-26T12:20Z [----] followers, 13.9K engagements


"👉 Lots of stocks tanked today but these names stood out on the green side: $AL2SI +5% $HIMS +6% $DUOL +4% $SEI +4% $ADBE and $CRM both up 1% (kind of a miracle) $APP +5% $TSLA +4%"  
[X Link](https://x.com/fedex774/status/1971682956436820336)  2025-09-26T21:07Z [----] followers, [---] engagements


"Just came across an interesting company: SHELLY $SLYG 🏠⚡ They sell smart home devices and the numbers look solid: 📈 Revenues expected to grow 50% in [----] 💰 EBIT margin 25% 🏦 Zero debt 📊 Market cap 936M 👨💼 Founder-led insiders own 60% Looks like a real gem🤌"  
[X Link](https://x.com/anyuser/status/1971923354409111579)  2025-09-27T13:02Z [----] followers, [----] engagements


"A quick reminder: just one month ago @TransMedics CEO put $2M of his own money into the stock at $118 per share. Today $TMDX stock is trading at $114. 👀 @JonahLupton @nataninvesting"  
[X Link](https://x.com/anyuser/status/1971983922117722451)  2025-09-27T17:02Z [----] followers, [----] engagements


"Just the idea of it shows how insanely strong the $IREN cult is. From here I honestly see more upside for @IREN_Ltd than for $PLTR. But lets be real only @FransBakker9812 could ever convince @alc2022 to sell Palantir and move it all into Iren. I'd never do this probably but what if I sold all my $PLTR ($2M+) and just put it all into $IREN I'd never do this probably but what if I sold all my $PLTR ($2M+) and just put it all into $IREN"  
[X Link](https://x.com/anyuser/status/1972267209985814550)  2025-09-28T11:48Z [----] followers, 13.3K engagements


"Top European growth stocks you want on your radar 👀: $SAI $ALKKO $SLYG $ITECH $DYVOX $ENRAD $NBIS $THEON $LBW $ALLOG $AL2SI - 2CRSI"  
[X Link](https://x.com/fedex774/status/1972330460349952107)  2025-09-28T16:00Z [----] followers, [----] engagements


"$SEZL is starting to look 🔥 Stock down 56% but the business is crushing it. Growing 60% and trading at just 19x [----] earnings. Thats not expensive thats opportunity"  
[X Link](https://x.com/anyuser/status/1972681071427821874)  2025-09-29T15:13Z [----] followers, [----] engagements


"$CLSK gained 57% in the past month When the market realizes $HIVE is not only profitable but also the most undervalued stock in the sector it could see a run just as strong if not stronger. @CleanSpark_Inc @HIVEDigitalTech"  
[X Link](https://x.com/anyuser/status/1972792252096487628)  2025-09-29T22:35Z [----] followers, [----] engagements


"$AL2SI is on fire 🔥 +7% today after securing the first $290M order from its $610M master contract signed in Jan [--]. 2CRSI market cap is just 200M: this is MASSIVE. Buckle up this just the beginning 🚀🚀🚀"  
[X Link](https://x.com/fedex774/status/1972927491854811436)  2025-09-30T07:32Z [----] followers, [----] engagements


"$SEZL app sitting at a [--] out of [--] rating 🤌"  
[X Link](https://x.com/anyuser/status/1973044963265990733)  2025-09-30T15:19Z [----] followers, [----] engagements


"Nice day today with a good improvement into the close: $AL2SI +17% $IREN +2% $CRWV +11% $HIVE +4% $WYFI +2% $SLYG +3% $DELL +6%"  
[X Link](https://x.com/fedex774/status/1973145831764099459)  2025-09-30T22:00Z [----] followers, [---] engagements


"@klarnaseb @Borspodden The only problem is that @FlatCapital isn't a VC anymore.it's just $KLAR"  
[X Link](https://x.com/anyuser/status/1973296461065625856)  2025-10-01T07:58Z [----] followers, [----] engagements


"$AL2SI keeps showing strength today following yesterdays +17% jump on the 290M contract news The stock is now approaching its all-time high resistance 2CRSI is the most undervalued data center play globally If this were a U.S. stock it wouldbe trading at 10x its current value"  
[X Link](https://x.com/fedex774/status/1973319933296816146)  2025-10-01T09:31Z [----] followers, [----] engagements


"The market never really priced in $AL2SI 2CRSI as a serious data center play. Yesterday changed that. Now its clear: this is real. Stock up another +14% 🤌 $AL2SI is on fire 🔥 +7% today after securing the first $290M order from its $610M master contract signed in Jan [--]. 2CRSI market cap is just 200M: this is MASSIVE. Buckle up this just the beginning 🚀🚀🚀 https://t.co/NILLyVqFsD $AL2SI is on fire 🔥 +7% today after securing the first $290M order from its $610M master contract signed in Jan [--]. 2CRSI market cap is just 200M: this is MASSIVE. Buckle up this just the beginning 🚀🚀🚀"  
[X Link](https://x.com/fedex774/status/1973347166136721456)  2025-10-01T11:20Z [----] followers, [----] engagements


"Another crazy day today: 🚀 $CLSK +2% $AL2SI +16% $WYFI +6% $BTBT +7% $LMND +2% $CIFR +5% $SEZL +3% $DELL +2%"  
[X Link](https://x.com/fedex774/status/1973400151981969906)  2025-10-01T14:50Z [----] followers, [---] engagements


"1/9 The most ignored & undervalued stock in the data center / HPC space 👉 2CRSI $AL2SI (listed in Paris) Lets break down the business model of this hidden gem 🧵"  
[X Link](https://x.com/fedex774/status/1973415151006109828)  2025-10-01T15:50Z [----] followers, [---] engagements


"9/9 📌 Conclusion 2CRSI $AL2SI might be the most overlooked AI / data center stock in Europe. With a tiny valuation and exposure to the HPC wave it looks like deep value. If they execute well re-rating potential is huge 🚀"  
[X Link](https://x.com/fedex774/status/1973415173365850461)  2025-10-01T15:50Z [----] followers, [---] engagements


"Men only want one thing: Going all-in on HPC data center stocks $IREN $CIFR $CRWV $AL2SI $HIVE $CLSK $WYFI $NBIS"  
[X Link](https://x.com/fedex774/status/1973424415129084206)  2025-10-01T16:26Z [----] followers, [---] engagements


"2CRSI $AL2SI up another 10% today 😍 This parabolic chart is a thing of beauty 🤌"  
[X Link](https://x.com/fedex774/status/1973653814948536684)  2025-10-02T07:38Z [----] followers, [---] engagements


"Bulls of the day 📈 $CLSK +4% $AL2SI +3% (but was up 10% 🥲) $HIVE +5% (still the most undervalued data center play) $WYFI +5% $BTBT +6% (still an unreal arbitrage) $CIFR +9% $SEZL +56% $LBW +7%"  
[X Link](https://x.com/fedex774/status/1973842594162749568)  2025-10-02T20:08Z [----] followers, [---] engagements


"Substrate AI $SAI just secured financing for its Talavera data center. Market cap Barely $12M. If management executes (and avoids bankruptcy) this could literally be a 100x opportunity. 🚀"  
[X Link](https://x.com/fedex774/status/1974014024346915045)  2025-10-03T07:29Z [----] followers, [----] engagements


"2CRSI $AL2SI is currently my largest growth position. Today its up +8% 🚀 (lets see if it can hold the gain after yesterdays pullback) but in my view this is only the beginning. Based on fundamentals I believe the stock should already be trading around 25+. 📈"  
[X Link](https://x.com/fedex774/status/1974046754585575460)  2025-10-03T09:39Z [----] followers, [----] engagements


"Stocks that are pumping hard today: $OSCR +8% $FI +3% $PATH +35% $SNDK +8% $MU +3% KIOXIA +14% $PRCT +3% $BITF +4% $BYRN +3% $DUOL +3% KASUMIGASEKI +8% $CIFR +13% $LMND +6% $HIVE +3% $TMDX +3% $AL2SI +8% $CLSK +8% $IREN +2% (honorable mention) What a wild day 😱"  
[X Link](https://x.com/fedex774/status/1974124170532565199)  2025-10-03T14:47Z [----] followers, [---] engagements


"Time for a quick recap of my European holdings 💥 If names like $LBW $THEON $AL2SI $SLYG $ALLOG $SAI sound exciting to you grab a coffee and dive into this thread 👇🔥"  
[X Link](https://x.com/fedex774/status/1974776294740250640)  2025-10-05T09:58Z [----] followers, [---] engagements


"1 Lets kick it off with 2CRSI $AL2SI my biggest position in the growth portfolio💪 The stock jumped +48% this week after announcing a 290M contract thats more than its entire market cap 🤯 In my view its still a buy at current levels and it can end the year above 20"  
[X Link](https://x.com/fedex774/status/1974776299794407663)  2025-10-05T09:58Z [----] followers, [---] engagements


"5/6 $ALLOG is just vibing lately not much action and probably wont move much until the next earnings drop. 😎 Still its a soft buy at these levels. The company sells rugged electronic devices and could easily ride the wave of rising defense spending. 💪"  
[X Link](https://x.com/fedex774/status/1974776322590466550)  2025-10-05T09:58Z [----] followers, [---] engagements


"Okay guys I actually did it 😂 I just messaged Intellegos CEO asking where their Swedish facilities are. If they say yes Im booking a flight from Italy straight to Sweden ✈ Whos coming with me for the due diligence field trip 🤌 Stay tuned this could get fun 😎 $INT"  
[X Link](https://x.com/anyuser/status/1975182901940462073)  2025-10-06T12:54Z [----] followers, 28.8K engagements


"Okay this might be the biggest red flag yet for Intellego This LinkedIn post suggests $INT is actually handling production but as far as I understood they were supposed to outsource it and focus only on R&D. If they handle production it's IMPOSSIBLE"  
[X Link](https://x.com/anyuser/status/1975221906275176610)  2025-10-06T15:29Z [----] followers, [----] engagements


"This is all a man need. $HIVE +25%. I've been vocal about @HIVEDigitalTech in the past couple of weeks told you many times it was the cheapest data center stock. I hope you all made a lot of money on this stock today and keep in mind that Hive is still the cheapest dc stock"  
[X Link](https://x.com/anyuser/status/1975300628323741799)  2025-10-06T20:42Z [----] followers, [----] engagements


"Nice update by @BitDigital_BTBT The future is $ETH + AI. $BTBT stock is still crazy cheap September [----] Production Update Total ETH Held: [------] Total ETH Value: $506.6MM AVG ETH Acquisition Price: $2643.27 ETH Staked: [-----] (81.8%) Staking Rewards: [---] ETH WYFI Shares Owned: 27.0MM *Based on a closing ETH price of $4145.99 as of 9/30/25. *$150MM Convertible https://t.co/s875yWnYcF September [----] Production Update Total ETH Held: [------] Total ETH Value: $506.6MM AVG ETH Acquisition Price: $2643.27 ETH Staked: [-----] (81.8%) Staking Rewards: [---] ETH WYFI Shares Owned: 27.0MM *Based on a"  
[X Link](https://x.com/anyuser/status/1975690578097807586)  2025-10-07T22:31Z [----] followers, [----] engagements


"@RealJimChanos You sound like the most arrogant here. Retail investor base as if we are peasants while professional investors are nobles"  
[X Link](https://x.com/anyuser/status/1976022831646584931)  2025-10-08T20:32Z [----] followers, [---] engagements


"Everyones talking about $OPEN but $REAX (The Real Brokerage) might actually have the most interesting business model in real estate. 🏡 A fast-growing asset-light tech-driven disruptor thats flying under the radar. Lets break it down 👇 A THREAD"  
[X Link](https://x.com/anyuser/status/1976028174552379839)  2025-10-08T20:53Z [----] followers, [----] engagements


"Look whos waking up 👀 2CRSI $AL2SI could hopefully finish the year above [--] imo. Lets see 🧐"  
[X Link](https://x.com/fedex774/status/1976595585479438598)  2025-10-10T10:28Z [----] followers, [----] engagements


"What's going on today $IREN +8% $CLSK +8$ $AL2SI +8% $HIVE +9% $BTBT +4% $MARA +6% What happens when $BTC and $ETH start rallying 😳"  
[X Link](https://x.com/fedex774/status/1976642842043834845)  2025-10-10T13:35Z [----] followers, [----] engagements


"2CRSI $AL2SI from +10% to +3%. Trump tariffs 🧐 No thats just a regular day for this stock 🤣 If you want to blame someone blame @SimeonResearch_ 🤣🤣"  
[X Link](https://x.com/fedex774/status/1976688157023482355)  2025-10-10T16:35Z [----] followers, [---] engagements


"Lets kick off with $AL2SI (2CRSI) ⚙ After an insane +60% run the stock is taking a breather. Still looks cheap to me and pretty insulated from global noise. Im holding tight zero stress with this one. 😎"  
[X Link](https://x.com/fedex774/status/1977335523812462862)  2025-10-12T11:28Z [----] followers, [---] engagements


"I told you many times that $HIVE was the cheapest stock in the data center / mining sector. The result: $HIVE stock up 40% in the past [--] days. The good news It's still the cheapest stock in the sector.by far 💰"  
[X Link](https://x.com/anyuser/status/1977457803485729061)  2025-10-12T19:34Z [----] followers, [----] engagements


"New communication by Intellego. Please see the full press release here: Seems like a "nothing burger" to me but the market is liking it: $INT stock up 12% this morning 🚀 https://intellego-technologies.com/mfn_news/intellego-technologies-board-responds-to-recent-speculation-and-misinformation-in-media-and-social-platforms/ https://intellego-technologies.com/mfn_news/intellego-technologies-board-responds-to-recent-speculation-and-misinformation-in-media-and-social-platforms/"  
[X Link](https://x.com/anyuser/status/1977640727074210029)  2025-10-13T07:41Z [----] followers, [----] engagements


"Intellego $INT bulls acting like this is groundbreaking news. But lets be real management didnt say anything new. Focus on transparency and communication. Yeah bro youve been saying that for months. 😭 New communication by Intellego. Please see the full press release here: https://t.co/EjO8enaw71 Seems like a "nothing burger" to me but the market is liking it: $INT stock up 12% this morning 🚀 https://t.co/MEVVbCi209 New communication by Intellego. Please see the full press release here: https://t.co/EjO8enaw71 Seems like a "nothing burger" to me but the market is liking it: $INT stock up 12%"  
[X Link](https://x.com/anyuser/status/1977705578743910556)  2025-10-13T11:58Z [----] followers, [----] engagements


"Hell yeah The $BTBT NAV calculator is finally back Stock is still undervalued 🤌 The BTBT NAV calculator is back by popular demand Data from our latest ETH purchase and convertible notes have now been included in the calculation. 🔗 View calculator: https://t.co/L7BQ4T0bMp https://t.co/1qJ2S00T5z The BTBT NAV calculator is back by popular demand Data from our latest ETH purchase and convertible notes have now been included in the calculation. 🔗 View calculator: https://t.co/L7BQ4T0bMp https://t.co/1qJ2S00T5z"  
[X Link](https://x.com/anyuser/status/1977722273067897159)  2025-10-13T13:05Z [----] followers, [----] engagements


"$THEON is down 23% in just a few days Heres why I think the stock is plunging 👇 [--] Rare earths concerns Theon relies on rare earth materials for its products and the market might be worried about rising costs or supply issues. ⚙ [--] 268M acquisition"  
[X Link](https://x.com/fedex774/status/1979869914988216436)  2025-10-19T11:19Z [----] followers, [----] engagements


"The company recently spent 268M to acquire a 9.8% stake in $EXENS a move investors might see as risky or overpriced. 💰 3Potential coming competition from Anduril. I sold my $THEON around [--] but Id love to jump back in if it dips to around [--] 👀 Patience is key 🧘♂"  
[X Link](https://x.com/fedex774/status/1979869919526396402)  2025-10-19T11:19Z [----] followers, [----] engagements


"Bought this one on Friday [--] minutes before close $DGXX 😅 Thanks @StonkChris 🙌 Bad results so far but the future potential is massive. If things go right this could be a $1B company by [----]. High risk high reward just a tiny position for now. ⚡ Good morning $DGXX bulls 📈📈📈 https://t.co/cicnbjEE6Q Good morning $DGXX bulls 📈📈📈 https://t.co/cicnbjEE6Q"  
[X Link](https://x.com/anyuser/status/1980244712050061781)  2025-10-20T12:08Z [----] followers, [----] engagements


"I just started building a position in $DGXX and heres why I think this tiny company could 10x by [----]. Lets talk about the crazy undervaluation and huge potential behind Digipower X. 👇 Bought this one on Friday [--] minutes before close $DGXX 😅 Thanks @StonkChris 🙌 Bad results so far but the future potential is massive. If things go right this could be a $1B company by [----]. High risk high reward just a tiny position for now. ⚡ Bought this one on Friday [--] minutes before close $DGXX 😅 Thanks @StonkChris 🙌 Bad results so far but the future potential is massive. If things go right this could"  
[X Link](https://x.com/anyuser/status/1980265710422040678)  2025-10-20T13:31Z [----] followers, [----] engagements


"New deal just dropped for 2CRSI $AL2SI 🚀 Details are still vague but the markets loving it stock up +3.5% this morning 🔥"  
[X Link](https://x.com/fedex774/status/1980535057292095587)  2025-10-21T07:22Z [----] followers, [----] engagements


"Another solid display of execution from $HIVE 👏 Huge credit to the management team they keep delivering. @HIVEDigitalTech is doing all the right things 🔥"  
[X Link](https://x.com/anyuser/status/1980562095868608778)  2025-10-21T09:09Z [----] followers, [----] engagements


"2CRSI $AL2SI needs to break 15"  
[X Link](https://x.com/fedex774/status/1980628110866350256)  2025-10-21T13:31Z [----] followers, [---] engagements


"This market just doesnt learn from its mistakes 🤦♂ Now $GOOG $GOOGL the best company in the world is given for dead because of the @OpenAI browser 🤦♂"  
[X Link](https://x.com/anyuser/status/1980656905153605795)  2025-10-21T15:26Z [----] followers, [----] engagements


"Its crazy how 2CRSI $AL2SI keeps getting smacked down at that [--] resistance 😤 But the relative strength vs. similar US stocks is 🔥 A bit of bullish momentum and this thing could blast through [--] and close the year above [--] 🚀"  
[X Link](https://x.com/fedex774/status/1981260314755707009)  2025-10-23T07:24Z [----] followers, [---] engagements


"So @mikealfred buys small caps that look dead posts them to 258K followers AFTER buying so they go after him and pump the stock and blocks anyone who questions him. And you tell me this guy isn't a grifter and he posts on X out of good heart🧐😰 $ASST"  
[X Link](https://x.com/anyuser/status/1981830739311382937)  2025-10-24T21:10Z [----] followers, [----] engagements


"Great day for my portfolio today: $HIVE +17% $IREN +12% $CLSK +96% $MU +6% $AL2SI +5% $DGXX +5% $LRCX & $DELL almost +3%"  
[X Link](https://x.com/fedex774/status/1981858246110433571)  2025-10-24T23:00Z [----] followers, [---] engagements


"Everyone is talking about $IREN $NBIS $CIFR $CRWV & $BITF. In Europe there is one small company that aims to build AI data centers and has secured government funding for a data center of [--] mw of power (5+5) with an investment of [--] million: SUBSTRATE AI $SAI"  
[X Link](https://x.com/fedex774/status/1982524024342331759)  2025-10-26T19:05Z [----] followers, [---] engagements


"Here is a visual representation of Exodus Movement business model. $EXOD holds $350m in $BTC $ETH $SOL and cash"  
[X Link](https://x.com/fedex774/status/1982839716568580483)  2025-10-27T16:00Z [----] followers, [---] engagements


"Wait what the hell Why is @CleanSpark_Inc CEO sharing this article about Humain building a 6GW data center just a week after they hired someone from Humain Is $CLSK going to be involved in this @smatthewschultz what are you cooking🤯🤯 https://t.co/9qonqiq1VZ https://t.co/9qonqiq1VZ"  
[X Link](https://x.com/anyuser/status/1982911786216231276)  2025-10-27T20:46Z [----] followers, [----] engagements


"💚 $HIVE Cant help it I love this one. Dirt cheap great execution by mgmt. ⚡ $MARA Still loading up. Already shifted toward AI but the markets sleeping on it. Strong balance sheet too. 🚀 $DGXX The baby of the group. Big risk bigger potential"  
[X Link](https://x.com/fedex774/status/1982945087735955752)  2025-10-27T22:58Z [----] followers, [---] engagements


"🏢 $DBRG The data center investment fund. Pure exposure to the digital infrastructure boom. ⚡ European plays: 💎 $AL2SI Low valuation strong execution huge upside potential. 🔥 $SAI A risky bet on a fast-growing Spanish data center player. High risk high reward. 🚀"  
[X Link](https://x.com/fedex774/status/1982945090134831513)  2025-10-27T22:58Z [----] followers, [---] engagements


"$INT might be the most toxic love story on FinX 😅 Every time I post about Intellego engagement goes [--]. Not sure if its bagholders or meme hunters anymore But its painful seeing smart people lose their minds over it 😭"  
[X Link](https://x.com/anyuser/status/1983152271363121300)  2025-10-28T12:42Z [----] followers, [----] engagements


"Stock market completely disappointed by $AL2SI print. The er was actually disappointing on every metric. Revenues were non exceptional. Margins were shit. Bad way of reporting everything. Not much indication about the future even after the recent new contract signed. Not good"  
[X Link](https://x.com/fedex774/status/1984172075565670523)  2025-10-31T08:14Z [----] followers, [----] engagements


"Found another Swedish gem $BONEX BONESUPPORT 🦴 Im usually skeptical about pharma stocks and still recovering from my Swedish stocks PTSD 😅 but this one looks genuinely interesting. From what I can tell it has no competition and the product is great"  
[X Link](https://x.com/anyuser/status/1984922091091550579)  2025-11-02T09:54Z [----] followers, [----] engagements


"$SAI Substrate AI stock has 100x potential from here"  
[X Link](https://x.com/fedex774/status/1985733536461009200)  2025-11-04T15:39Z [----] followers, [---] engagements


"$CLSK just updated the terms of the convertible notes offering: - 0% interest rate - buyback of $460m - conversion premium of 275% (calculated on a share price of $15). Not so bad after all 👌 https://t.co/MdSn9YxoMh https://t.co/MdSn9YxoMh"  
[X Link](https://x.com/anyuser/status/1988110657213120589)  2025-11-11T05:04Z [----] followers, [----] engagements


"Intellego $INT never disappoints. In the Q3 report they announced that they expect acquisitions to account for approximately [--] percent of total revenue in [----]. I've never seen any company estimate results based on acquisitions they haven't completed yet. Really interesting 🤣"  
[X Link](https://x.com/anyuser/status/1988153888894316785)  2025-11-11T07:56Z [----] followers, [----] engagements


"INTELLEGO bulls: this Q3 report is amazing Stock market: hold my beer 🍺 I still remember when $INT bulls made fun of me for selling at sek [---] and here we are a couple months after the stock is down to sek [--] down 40% today. ☠"  
[X Link](https://x.com/anyuser/status/1988164856810533039)  2025-11-11T08:40Z [----] followers, [----] engagements


"And as usual here comes Intellegos management trying to pump the stock after an embarrassing earnings report. 🙄📉 $INT"  
[X Link](https://x.com/anyuser/status/1988518067857391663)  2025-11-12T08:03Z [----] followers, [----] engagements


"I keep seeing posts like I made a mistake on Intellego. Some are fair but most still miss the real lesson Theyre out here calling the company legit talking about yellow flags and all that 💀 Bro those werent yellow flags they were massive red ones. Wake up. 🚩 $INT"  
[X Link](https://x.com/anyuser/status/1988554469773045952)  2025-11-12T10:28Z [----] followers, [----] engagements


"Interesting updates from $BITF: "Energy portfolio consists of [---] GW of power infrastructure assets in the U.S. and Canada [---] MW of energized capacity [---] MW of secured contracted growth capacity and [----] MW of capacity under application.""  
[X Link](https://x.com/anyuser/status/1988949350597423205)  2025-11-13T12:37Z [----] followers, [----] engagements


"European stocks I will be watching in 2026: $THEON: goggles manufacturer which I want to buy in the 20-22 range. $CAMB the only european producer of recycled antimony. $AAC: the most interesting european space related stock. $INPST the lockers queen"  
[X Link](https://x.com/fedex774/status/2003757208081965546)  2025-12-24T09:18Z [----] followers, [---] engagements


"Is it going to affect a french army company ( $AM.PA (Dassault Aviation SA) ) NOT ONE of the stocks in my e-toro portfolio is going to be affected by the Evergrande disaster"  
[X Link](https://x.com/fedex774/status/1439937341112606726)  2021-09-20T12:59Z [----] followers, [--] engagements


"Im studying AIRO GROUP $AIRO and damn they will pay 20% of Sky Watchs EBITDA of the next [--] years to an early investor Thats crazy and its 20% of EBITDA not of net incomeEBITDA includes interest expense and D&AThats a really bad deal"  
[X Link](https://x.com/fedex774/status/1951613721656148029)  2025-08-02T11:59Z [----] followers, [---] engagements


"Here is a simple visualization of AIRO GROUP $AIRO business model:"  
[X Link](https://x.com/fedex774/status/1951674162516275575)  2025-08-02T15:59Z [----] followers, [---] engagements


"@AstutexAi Yes great point every company / brand is unique and is performing differently. Also MONCLER $MONC is one im monitoring"  
[X Link](https://x.com/fedex774/status/1954897897016995919)  2025-08-11T13:29Z [----] followers, [---] engagements


"New updates from the portfolio manager ChatGPT $INSTA $TLX $HRMY $CDLR $OTLK"  
[X Link](https://x.com/fedex774/status/1957446697358938452)  2025-08-18T14:17Z [----] followers, [---] engagements


"Another day another domination for ChatGPT. $OTLK $CDLR $INSTA $TLX $HRMY Not so good of a day for Gemini $KURA $CYTK $CORT $CRNX And a black and white start for Grok. $VKTX"  
[X Link](https://x.com/fedex774/status/1957534861411147795)  2025-08-18T20:07Z [----] followers, [---] engagements


"Weird day in LLM-land 🤖📈 For the first time ever Groks portfolio is leading the pack. ChatGPT lagging Gemini holding up nicely. Overall a chill session. $OLTK $HRMY $INSTA $CDLR $TLX $KURA $CORT $CYTK $CRNX $ARWR"  
[X Link](https://x.com/fedex774/status/1960435021422190776)  2025-08-26T20:11Z [----] followers, [----] engagements


"LLM portfolios had a wild day. ✨ Grok and Gemini delivered solid gains 💸 ChatGPT took a hit (closed $TLX) and is now sitting on 40% cash Still since day one ChatGPT remains the top performer of the pack. 🚀 $CDLR $INSTA $HRMY $KURA $CYTK $CORT $CRNX $ARWR"  
[X Link](https://x.com/fedex774/status/1961280969425502497)  2025-08-29T04:13Z [----] followers, [----] engagements


"Everyones chasing $NVDA & US big tech But Substrate AI $SAI is quietly building an AI empire in Europe. A venture builder with its own LLM + startups across Healthcare Agritech Fintech & more. Future growth estimates in the chart below 👇"  
[X Link](https://x.com/fedex774/status/1964659018745757945)  2025-09-07T11:56Z [----] followers, [----] engagements


"When $IREN gets to $36 Ill be up 100% on my first purchase in like a month. Thats fucking unreal IREN is changing lives Lets go 🚀🤌 @FransBakker9812 was the one who got me to look into the stock so thank you man 🙏🫡"  
[X Link](https://x.com/fedex774/status/1966902277639164096)  2025-09-13T16:30Z [----] followers, 15.2K engagements


"$CLSK basically confirmed theyre stepping into HPC. Quick reminder: if you value it in line with peers the stock should be trading around $38 right now. 🚀"  
[X Link](https://x.com/fedex774/status/1968669880195957054)  2025-09-18T13:34Z [----] followers, 55K engagements


"Analysts consensus on $IREN revenue growth Seriously who comes up with this stuff 😂 @FransBakker9812 @mikealfred"  
[X Link](https://x.com/fedex774/status/1970106070124069347)  2025-09-22T12:41Z [----] followers, [----] engagements


"Some quick stats on $HIVE 📊 NTM P/E ➡ [--] NTM TEV/Rev ➡ [--] P/B ➡ [---] When you look across the AI + $BTC mining sector @HIVEDigitalTech is simply the cheapest stock on the table. 💎📉"  
[X Link](https://x.com/anyuser/status/1970989875597131946)  2025-09-24T23:13Z [----] followers, [----] engagements


"$HIVE trades at just 1.3x book value while operating in the hottest sector in the market. They expect $100M ARR from HPC data centers by [----] yet the market cap sits at only $819M. One of the few profitable names and easily the cheapest in the sector"  
[X Link](https://x.com/fedex774/status/1972405956417061039)  2025-09-28T21:00Z [----] followers, [----] engagements


"$SEZL is alive Finally green ✅ Sezzle is one of the best growth stocks right now looking cheap at current prices. Ill share my valuation later 👌"  
[X Link](https://x.com/fedex774/status/1973791666269237676)  2025-10-02T16:46Z [----] followers, [----] engagements


"6/6 Next up is SUBSTRATE AI $SAI a fascinating small cap in the AI / data center space⚙ It has been making some smart strategic moves lately heading in the right direction. Its a high-risk play but imo it looks like a buy just remember this one could also go to zero. 💀"  
[X Link](https://x.com/fedex774/status/1974776329020318083)  2025-10-05T09:59Z [----] followers, [---] engagements


"Im probably gonna piss off some $INT bulls again 😅 Remember that Montega LinkedIn post bragging about their visit to Intellego s production facility Well someone noticed the boxes in the pics were full of expired products 🤣 You cant make this stuff up"  
[X Link](https://x.com/fedex774/status/1975461314257690742)  2025-10-07T07:20Z [----] followers, 35.9K engagements


"Looking at the chart I'd say that we probably crash against resistance and go cover the post results gap. I hope I'm wrong but the late comers could have a buying opportunity @SimeonResearch_"  
[X Link](https://x.com/fedex774/status/1977335540858200568)  2025-10-12T11:28Z [----] followers, [---] engagements


"Substrate AI $SAI: nothing changed this week and the stock is just cruising"  
[X Link](https://x.com/fedex774/status/1977335553004810293)  2025-10-12T11:28Z [----] followers, [---] engagements


"Bro what the fuck 🤣🤣 "Intellego can for example buy a device from one region for [----] [-----] USD and resell it in another region for approximately [-----] 50000." The famous "disinfection devices arbitrage" 🤣 This is ridicolous $INT"  
[X Link](https://x.com/fedex774/status/1988156652529610840)  2025-11-11T08:07Z [----] followers, 28.9K engagements

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