[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @j16425646 JC JC posts on X about $spcb, $geo, $axon, germany the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1486978418080165889/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +10% - X Months XXXXXXX -XX% - X Year XXXXXXX +13,799% ### Mentions: XX [#](/creator/twitter::1486978418080165889/posts_active)  - X Week XX -XXXX% - X Month XX +70% - X Months XXX +260% - X Year XXX +2,344% ### Followers: XXXXX [#](/creator/twitter::1486978418080165889/followers)  - X Week XXXXX +0.21% - X Month XXXXX +0.56% - X Months XXXXX +4% - X Year XXXXX +15% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1486978418080165889/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [countries](/list/countries) XXXXX% **Social topic influence** [$spcb](/topic/$spcb) #1, [$geo](/topic/$geo) #6, [$axon](/topic/$axon) #5, [germany](/topic/germany) #2417, [$150mn](/topic/$150mn) #1, [eu](/topic/eu) #712, [$7mn](/topic/$7mn) #1, [market cap](/topic/market-cap) #741, [underway](/topic/underway) #268, [$50mn](/topic/$50mn) #1 **Top accounts mentioned or mentioned by** [@sfarringtonbkc](/creator/undefined) [@zohrankmamdani](/creator/undefined) **Top assets mentioned** [The GEO Group, Inc. (GEO)](/topic/$geo) [Axon Enterprise, Inc. (AXON)](/topic/$axon) ### Top Social Posts Top posts by engagements in the last XX hours "$GEO management suddenly acknowledged the need for next gen GPS device tech after ICE only extended its ISAP contract by X year vs the prev X year deal. $SPCB has a massive head start. Comps have been acquired at 5X sales but $SPCB could be worth much more given the tech moat" [X Link](https://x.com/j16425646/status/1986479596179509269) 2025-11-06T17:03Z 7030 followers, 1964 engagements "$GEO up X% in X days. The incarceration theme is back in play. $SPCB will play catch up. The stock should be XXX% higher following the recent DOC and Germany contract announcements" [X Link](https://x.com/j16425646/status/1996234175905440109) 2025-12-03T15:04Z 7030 followers, XXX engagements "$SPCB finally breaks into Texas displacing an incumbent. Texas has by far the biggest prison population of any state in the US so this is big. Undoubtedly $GEO $AXON and Allied are paying attention" [X Link](https://x.com/j16425646/status/1996584310900400281) 2025-12-04T14:16Z 7030 followers, 1596 engagements "Good writeup on $SPCB but there is a $100+ scenario emerging ex-ISAP. SPCB just won a $X million award in Germany and there are X EU RFPs ($150mn total) up for award. SPCB has a XX% win rate. As the US scales and the EU accelerates company could do $25+mn of EBITDA in '26" [X Link](https://x.com/j16425646/status/1975568313771303106) 2025-10-07T14:26Z 7025 followers, 1969 engagements "$SPCB up on strong volume. Are investors finally awakening to the company being in play with multiple potential bidders including $GEO $AXON Allied and PE Skip to XX minutes into this presentation for a confirmation of M&A interest" [X Link](https://x.com/j16425646/status/1981380043604402225) 2025-10-23T15:19Z 7026 followers, 1500 engagements "Rally in $SPCB just getting started. Could double from here and still trade at 10X run-rate EPS. XX month cycle for US contracts to ramp $7mn Germany contract kicking in and $150mn TCV EU contracts up for award. XX% gm's comparable to $AXON - 20X sales would put $SPCB at $130" [X Link](https://x.com/j16425646/status/1981735544615748004) 2025-10-24T14:52Z 7026 followers, 2849 engagements "Could see renewed interest in prison and electronic monitoring stocks from a @ZohranKMamdani win in NY. $SPCB $GEO $AXON" [X Link](https://x.com/j16425646/status/1983862020165288259) 2025-10-30T11:42Z 7026 followers, 1488 engagements "$GEO reported EPS and estimates its X year ISAP contract is worth a whopping $X billion 2X its total run-rate in electronic monitoring. Increases the probability $GEO will acquire $SPCB to service ISAP distracts GEO from municipal deals. $SPCB trades at 5X EPS. Sitting duck" [X Link](https://x.com/j16425646/status/1986408625405886550) 2025-11-06T12:21Z 7026 followers, 1027 engagements "Solution for $GEO's woes: 1) divert $250mn from its share buyback to acquire $SPCB at $XX 2) this would create a $500mn '26 sales EM business with SPCB's best in class tech 3) spin out the EM segment which could be worth $2bn nearly equal to $GEO's entire market cap" [X Link](https://x.com/j16425646/status/1986453649590005802) 2025-11-06T15:20Z 7026 followers, 2068 engagements "$GEO conference call is ongoing. The ISAP contract is much larger than anticipated and it seems that ICE has its sights on applying GPS monitors to many more immigrants than those under ISAP. Electronic monitoring supercycle underway. $SPCB is going to scream higher" [X Link](https://x.com/j16425646/status/1986468730931429605) 2025-11-06T16:20Z 7026 followers, 1081 engagements "$SPCB just announced X consecutive quarters of record profitability. BV is up to $8.06/shr. $7mn Germany contract and US deals will ramp into '26 (we project $50mn of sales) and $150mn TCV EU contracts up for award. Takeover interest confirmed in Sept. Stock worth $XX today" [X Link](https://x.com/j16425646/status/1988977921265135736) 2025-11-13T14:31Z 7027 followers, 1924 engagements "If one newswire publishes $SPCB's comments this morning about having been approached by strategic acquirers the stock probably pops 50%. $GEO $AXON" [X Link](https://x.com/j16425646/status/1989001191750066401) 2025-11-13T16:03Z 7026 followers, 1737 engagements "(1/3) $SPCB conf call highlights: 1) Company has been approached by multiple acquirers (possibly $GEO $AXON Allied) 2) $7mn Germany contract has massive room to expand. Germany's EM market is $400mn. 3) SPCB has bid on multiple additional EU contracts (news soon)" [X Link](https://x.com/j16425646/status/1989024444937871573) 2025-11-13T17:35Z 7025 followers, 1500 engagements "$GEO up 5%. $SPCB usually follows" [X Link](https://x.com/j16425646/status/1989357649264366037) 2025-11-14T15:39Z 7025 followers, XXX engagements "$SPCB now trades near book value a XX% discount to cumulative R&D and 4X EPS. CEO reported takeover interest in last week's call. Premature M&A would be unfortunate ahead of a blockbuster 2026 but $GEO $AXON and Allied are likely licking their chops" [X Link](https://x.com/j16425646/status/1990805066169630966) 2025-11-18T15:31Z 7026 followers, XXX engagements "$SPCB now trades below BV and at 4X normalized '25 EPS with XX% margins despite taking share in a countercyclical industry with secular tailwinds. Reported takeout interest will likely result in a near-term acquisition unless the stock surges. Loading up. $GEO $AXON" [X Link](https://x.com/j16425646/status/1991876257504780534) 2025-11-21T14:28Z 7025 followers, 1070 engagements "$GEO and $CXW starting to rally. $SPCB should have more than doubled on its Department of Corrections contract announced last week. Renewed interest in the space could send SPCB to $20+ by year-end. Stock trades at 4.5X EPS and 1X TBV with a big growth year ahead" [X Link](https://x.com/j16425646/status/1993344254908014920) 2025-11-25T15:41Z 7026 followers, 1158 engagements "$GEO $SPCB $AXON" [X Link](https://x.com/j16425646/status/1993781027576402136) 2025-11-26T20:36Z 7026 followers, 1419 engagements "Trump's aggressive reaction to the National Guard shooting should further accelerate ISAP electronic monitoring providing a boon to $GEO. As GEO is distracted with ISAP $SPCB should land a lot more state level contracts" [X Link](https://x.com/j16425646/status/1994389551289335868) 2025-11-28T12:54Z 7026 followers, XXX engagements "$GEO rallying again. Good precursor for $SPCB" [X Link](https://x.com/j16425646/status/1995510689688072528) 2025-12-01T15:09Z 7026 followers, 1223 engagements "$GEO up another 2%. It's a matter of time before the market realizes $SPCB is a $40mn microcap trading at 4-5X EPS with the potential to double earnings next year SaaS margins/ARR and is in play after having been approached by multiple acquirers. Cash + AR = current market cap" [X Link](https://x.com/j16425646/status/1995897025737454009) 2025-12-02T16:45Z 7026 followers, 1135 engagements "This will soon happen to $SPCB if the stock stays anywhere near these levels. Acquirers like Allied Universal $AXON and $GEO could justify an offer for $SPCB of 5X - 12X (in the case of $AXON). Sitting duck" [X Link](https://x.com/j16425646/status/1995920328032207285) 2025-12-02T18:17Z 7025 followers, XXX engagements "$SPCB trades at 2.7X '25 EBITDA assuming the conversion of its $23mn of receivables into cash. XX% margins recurring revenue taking market share AI beneficiary confirmed M&A interest. Stock like this trade at multiples well in the double digits often at 20X+. $100+ stock" [X Link](https://x.com/j16425646/status/1996936422759322108) 2025-12-05T13:35Z 7026 followers, XXX engagements "The developed world is out of prison capacity. Electronic monitoring is about to undergo a mega cycle. $SPCB has the best technology and AI analytics in the space. $50mn market cap and trades at 5X run-rate earnings. XX bagger potential $GEO $CXW $AXON" [X Link](https://x.com/j16425646/status/1984275556448583933) 2025-10-31T15:05Z 7029 followers, 1378 engagements "$SPCB announced X new contracts in Alabama again displacing an incumbent with its next gen tech. This will be a $XXX million company in the near future but the risk is that it's a sitting duck for an acquisition by $GEO $AXON or Allied at 5X '25 EPS" [X Link](https://x.com/j16425646/status/1986437032793575688) 2025-11-06T14:14Z 7029 followers, 1627 engagements "EU electronic monitoring super cycle is underway. Over $150mn TCV contracts up for award. $SPCB has a XX% win rate. There's a case for $100+ in the near-term. The question is whether Allied $GEO or $AXON swoop in to acquire the company first" [X Link](https://x.com/j16425646/status/1996654803972509974) 2025-12-04T18:56Z 7030 followers, 2360 engagements "Multiple EU electronic monitoring tenders underway. $SPCB just won the German national contract and 2-3 additional contracts could propel run-rate sales and EPS to $50mn and $X of EPS respectively. 25X EPS = $XXX up 10X. Will be interesting to see if $AXON or $GEO go hostile" [X Link](https://x.com/j16425646/status/1998460018132123981) 2025-12-09T18:29Z 7030 followers, 2227 engagements "@SFarringtonBKC Since your $SPCB writeup the company has been on an EPS trajectory of $2/share it has a much better b/s it finally broke into a state level contract in the US it closed a national deal in Germany with $150mn of EU tenders on tap and the CEO acknowledged takeover interest" [X Link](https://x.com/j16425646/status/1998711594793185407) 2025-12-10T11:09Z 7030 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@j16425646 JC
JC posts on X about $spcb, $geo, $axon, germany the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX -XX%
- X Month XXXXXX +10%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +13,799%
Mentions: XX #
- X Week XX -XXXX%
- X Month XX +70%
- X Months XXX +260%
- X Year XXX +2,344%
Followers: XXXXX #
- X Week XXXXX +0.21%
- X Month XXXXX +0.56%
- X Months XXXXX +4%
- X Year XXXXX +15%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XXXXX% finance XXXXX% countries XXXXX%
Social topic influence $spcb #1, $geo #6, $axon #5, germany #2417, $150mn #1, eu #712, $7mn #1, market cap #741, underway #268, $50mn #1
Top accounts mentioned or mentioned by @sfarringtonbkc @zohrankmamdani
Top assets mentioned The GEO Group, Inc. (GEO) Axon Enterprise, Inc. (AXON)
Top Social Posts
Top posts by engagements in the last XX hours
"$GEO management suddenly acknowledged the need for next gen GPS device tech after ICE only extended its ISAP contract by X year vs the prev X year deal. $SPCB has a massive head start. Comps have been acquired at 5X sales but $SPCB could be worth much more given the tech moat"
X Link 2025-11-06T17:03Z 7030 followers, 1964 engagements
"$GEO up X% in X days. The incarceration theme is back in play. $SPCB will play catch up. The stock should be XXX% higher following the recent DOC and Germany contract announcements"
X Link 2025-12-03T15:04Z 7030 followers, XXX engagements
"$SPCB finally breaks into Texas displacing an incumbent. Texas has by far the biggest prison population of any state in the US so this is big. Undoubtedly $GEO $AXON and Allied are paying attention"
X Link 2025-12-04T14:16Z 7030 followers, 1596 engagements
"Good writeup on $SPCB but there is a $100+ scenario emerging ex-ISAP. SPCB just won a $X million award in Germany and there are X EU RFPs ($150mn total) up for award. SPCB has a XX% win rate. As the US scales and the EU accelerates company could do $25+mn of EBITDA in '26"
X Link 2025-10-07T14:26Z 7025 followers, 1969 engagements
"$SPCB up on strong volume. Are investors finally awakening to the company being in play with multiple potential bidders including $GEO $AXON Allied and PE Skip to XX minutes into this presentation for a confirmation of M&A interest"
X Link 2025-10-23T15:19Z 7026 followers, 1500 engagements
"Rally in $SPCB just getting started. Could double from here and still trade at 10X run-rate EPS. XX month cycle for US contracts to ramp $7mn Germany contract kicking in and $150mn TCV EU contracts up for award. XX% gm's comparable to $AXON - 20X sales would put $SPCB at $130"
X Link 2025-10-24T14:52Z 7026 followers, 2849 engagements
"Could see renewed interest in prison and electronic monitoring stocks from a @ZohranKMamdani win in NY. $SPCB $GEO $AXON"
X Link 2025-10-30T11:42Z 7026 followers, 1488 engagements
"$GEO reported EPS and estimates its X year ISAP contract is worth a whopping $X billion 2X its total run-rate in electronic monitoring. Increases the probability $GEO will acquire $SPCB to service ISAP distracts GEO from municipal deals. $SPCB trades at 5X EPS. Sitting duck"
X Link 2025-11-06T12:21Z 7026 followers, 1027 engagements
"Solution for $GEO's woes: 1) divert $250mn from its share buyback to acquire $SPCB at $XX 2) this would create a $500mn '26 sales EM business with SPCB's best in class tech 3) spin out the EM segment which could be worth $2bn nearly equal to $GEO's entire market cap"
X Link 2025-11-06T15:20Z 7026 followers, 2068 engagements
"$GEO conference call is ongoing. The ISAP contract is much larger than anticipated and it seems that ICE has its sights on applying GPS monitors to many more immigrants than those under ISAP. Electronic monitoring supercycle underway. $SPCB is going to scream higher"
X Link 2025-11-06T16:20Z 7026 followers, 1081 engagements
"$SPCB just announced X consecutive quarters of record profitability. BV is up to $8.06/shr. $7mn Germany contract and US deals will ramp into '26 (we project $50mn of sales) and $150mn TCV EU contracts up for award. Takeover interest confirmed in Sept. Stock worth $XX today"
X Link 2025-11-13T14:31Z 7027 followers, 1924 engagements
"If one newswire publishes $SPCB's comments this morning about having been approached by strategic acquirers the stock probably pops 50%. $GEO $AXON"
X Link 2025-11-13T16:03Z 7026 followers, 1737 engagements
"(1/3) $SPCB conf call highlights: 1) Company has been approached by multiple acquirers (possibly $GEO $AXON Allied) 2) $7mn Germany contract has massive room to expand. Germany's EM market is $400mn. 3) SPCB has bid on multiple additional EU contracts (news soon)"
X Link 2025-11-13T17:35Z 7025 followers, 1500 engagements
"$GEO up 5%. $SPCB usually follows"
X Link 2025-11-14T15:39Z 7025 followers, XXX engagements
"$SPCB now trades near book value a XX% discount to cumulative R&D and 4X EPS. CEO reported takeover interest in last week's call. Premature M&A would be unfortunate ahead of a blockbuster 2026 but $GEO $AXON and Allied are likely licking their chops"
X Link 2025-11-18T15:31Z 7026 followers, XXX engagements
"$SPCB now trades below BV and at 4X normalized '25 EPS with XX% margins despite taking share in a countercyclical industry with secular tailwinds. Reported takeout interest will likely result in a near-term acquisition unless the stock surges. Loading up. $GEO $AXON"
X Link 2025-11-21T14:28Z 7025 followers, 1070 engagements
"$GEO and $CXW starting to rally. $SPCB should have more than doubled on its Department of Corrections contract announced last week. Renewed interest in the space could send SPCB to $20+ by year-end. Stock trades at 4.5X EPS and 1X TBV with a big growth year ahead"
X Link 2025-11-25T15:41Z 7026 followers, 1158 engagements
"$GEO $SPCB $AXON"
X Link 2025-11-26T20:36Z 7026 followers, 1419 engagements
"Trump's aggressive reaction to the National Guard shooting should further accelerate ISAP electronic monitoring providing a boon to $GEO. As GEO is distracted with ISAP $SPCB should land a lot more state level contracts"
X Link 2025-11-28T12:54Z 7026 followers, XXX engagements
"$GEO rallying again. Good precursor for $SPCB"
X Link 2025-12-01T15:09Z 7026 followers, 1223 engagements
"$GEO up another 2%. It's a matter of time before the market realizes $SPCB is a $40mn microcap trading at 4-5X EPS with the potential to double earnings next year SaaS margins/ARR and is in play after having been approached by multiple acquirers. Cash + AR = current market cap"
X Link 2025-12-02T16:45Z 7026 followers, 1135 engagements
"This will soon happen to $SPCB if the stock stays anywhere near these levels. Acquirers like Allied Universal $AXON and $GEO could justify an offer for $SPCB of 5X - 12X (in the case of $AXON). Sitting duck"
X Link 2025-12-02T18:17Z 7025 followers, XXX engagements
"$SPCB trades at 2.7X '25 EBITDA assuming the conversion of its $23mn of receivables into cash. XX% margins recurring revenue taking market share AI beneficiary confirmed M&A interest. Stock like this trade at multiples well in the double digits often at 20X+. $100+ stock"
X Link 2025-12-05T13:35Z 7026 followers, XXX engagements
"The developed world is out of prison capacity. Electronic monitoring is about to undergo a mega cycle. $SPCB has the best technology and AI analytics in the space. $50mn market cap and trades at 5X run-rate earnings. XX bagger potential $GEO $CXW $AXON"
X Link 2025-10-31T15:05Z 7029 followers, 1378 engagements
"$SPCB announced X new contracts in Alabama again displacing an incumbent with its next gen tech. This will be a $XXX million company in the near future but the risk is that it's a sitting duck for an acquisition by $GEO $AXON or Allied at 5X '25 EPS"
X Link 2025-11-06T14:14Z 7029 followers, 1627 engagements
"EU electronic monitoring super cycle is underway. Over $150mn TCV contracts up for award. $SPCB has a XX% win rate. There's a case for $100+ in the near-term. The question is whether Allied $GEO or $AXON swoop in to acquire the company first"
X Link 2025-12-04T18:56Z 7030 followers, 2360 engagements
"Multiple EU electronic monitoring tenders underway. $SPCB just won the German national contract and 2-3 additional contracts could propel run-rate sales and EPS to $50mn and $X of EPS respectively. 25X EPS = $XXX up 10X. Will be interesting to see if $AXON or $GEO go hostile"
X Link 2025-12-09T18:29Z 7030 followers, 2227 engagements
"@SFarringtonBKC Since your $SPCB writeup the company has been on an EPS trajectory of $2/share it has a much better b/s it finally broke into a state level contract in the US it closed a national deal in Germany with $150mn of EU tenders on tap and the CEO acknowledged takeover interest"
X Link 2025-12-10T11:09Z 7030 followers, XXX engagements