# ![@azzaza537743 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1988749332905144320.png) @azzaza537743 azzaza

azzaza posts on X about $eqr, $eqrax, solar, $vnpto the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1988749332905144320/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1988749332905144320/c:line/m:interactions.svg)

- [--] Week [-----] -93%

### Mentions: [--] [#](/creator/twitter::1988749332905144320/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1988749332905144320/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::1988749332905144320/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1988749332905144320/c:line/m:followers.svg)

- [--] Week [---] +6.20%

### CreatorRank: [---------] [#](/creator/twitter::1988749332905144320/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1988749332905144320/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [cryptocurrencies](/list/cryptocurrencies)  [celebrities](/list/celebrities)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[$eqr](/topic/$eqr) #4, [$eqrax](/topic/$eqrax) #12, [solar](/topic/solar) #1932, [$vnpto](/topic/$vnpto) #1, [$vnp](/topic/$vnp) #1, [china](/topic/china), [$alm](/topic/$alm), [space](/topic/space), [in the](/topic/in-the), [ai](/topic/ai)

**Top accounts mentioned or mentioned by**
[@prjowntime](/creator/undefined) [@showercapam](/creator/undefined) [@hrap2023](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@alexsei88](/creator/undefined) [@skywaterfoundry](/creator/undefined) [@valefossa](/creator/undefined) [@bennikim](/creator/undefined) [@lepreauce](/creator/undefined) [@patty6667](/creator/undefined) [@bullofbritain](/creator/undefined) [@danilser33](/creator/undefined) [@linminhtoo](/creator/undefined) [@ferderser](/creator/undefined) [@respeculator](/creator/undefined) [@reuters](/creator/undefined) [@kawzinvests](/creator/undefined) [@mojito7c](/creator/undefined) [@utopia_escape](/creator/undefined)

**Top assets mentioned**
[Equity Residential (EQR)](/topic/$eqr) [Almonty Industries Inc. Common Shares (ALM)](/topic/$alm) [SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [IonQ, Inc. (IONQ)](/topic/$ionq) [First Solar, Inc. (FSLR)](/topic/$fslr) [GameStop, Corp. (GME)](/topic/$gme) [Texas Instruments (TXN)](/topic/texas-instruments) [Silicon Laboratories Inc (SLAB)](/topic/$slab)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@BenniKim 0% capital gains rule applies to everyone How to not be considered pro"  
[X Link](https://x.com/azzaza537743/status/2012578886547079255)  2026-01-17T17:32Z [--] followers, [---] engagements


"Green day on $TE But I am not really happy as I wasn't able to add (had limit orders lower) Short reports are usually the best bottom signals I remember Scorpion report on $IONQ in [----] at 5$ it later went to 80$ I probably made near [--] figures on this trade back in the days. it's basically killing two birds with one stone $te very bullish move without any dilution and also fixing the short report "thesis" (aka the puts buyer) might double my bags in the next days $3M already in but i feel not exposed enough any dip would be welcome 😘 https://t.co/1QWyjIFbpl it's basically killing two birds"  
[X Link](https://x.com/azzaza537743/status/2014381843890491620)  2026-01-22T16:57Z [--] followers, [---] engagements


"$TE is at the core of three narratives: - AI/Datacenter : massive growth for the next years - US made : benefits from tarrifs (G2 Austin) - Democrats to win midterms (pushing clean energy) mkt participants are buying uranium juniors that won't produce bfr [----] instead of solar 🚨 NEW: Elon Musk says that the US cant produce solar electricity on mass scale to power the country because Trumps tariffs are making the price of solar artificially and prohibitively high. https://t.co/PG4rWVcAJD 🚨 NEW: Elon Musk says that the US cant produce solar electricity on mass scale to power the country"  
[X Link](https://x.com/azzaza537743/status/2014417612558459182)  2026-01-22T19:19Z [--] followers, [---] engagements


"$TE is at the core of three narratives: - AI/Datacenter : massive growth for the next years - US made : benefits from tarrifs (G2 Austin) - Democrats to win midterms (pushing clean energy) mkt participants are buying uranium juniors that won't produce bfr [----] instead of solar 🚨 NEW: Elon Musk says that the US cant produce solar electricity on mass scale to power the country because Trumps tariffs are making the price of solar artificially and prohibitively high. https://t.co/PG4rWVcAJD 🚨 NEW: Elon Musk says that the US cant produce solar electricity on mass scale to power the country"  
[X Link](https://x.com/azzaza537743/status/2014417742347018283)  2026-01-22T19:19Z [--] followers, [---] engagements


"@hrap2023 thanks for sharing sir ridiculous prices until foreigners are able to invest in i need to find a way to frontrun"  
[X Link](https://x.com/jimcx0/status/2015642209157108028)  2026-01-26T04:25Z [--] followers, [--] engagements


"@Lepreauce AUD"  
[X Link](https://x.com/jimcx0/status/2016108153696379175)  2026-01-27T11:16Z [---] followers, [---] engagements


"cxmt ipo after the chinese lunar new year approx. 42b val at ipo shangai star market on my watchlist as cxmt has 5% dram share in the world and expanding a better risk/reward than nanya (taiwan) China's CXMT Riding the Memory Expansion Wave. Could It Shake Up the DRAM 'Big Three' Structure The presence of Chinese memory manufacturer CXMT (ChangXin Memory Technologies) is growing larger. As it rapidly increases its market share in recent times forecasts are emerging https://t.co/azuQyBhLd2 China's CXMT Riding the Memory Expansion Wave. Could It Shake Up the DRAM 'Big Three' Structure The"  
[X Link](https://x.com/jimcx0/status/2016387648575668666)  2026-01-28T05:47Z [---] followers, [---] engagements


"this conservative simulation doesn't include two big variables : - tungsten price going higher (which is probably what's about to happen for the next years) - premium/euphoria/aggressive multiples (which is also going to happen regarding the biggest western tungsten producer)"  
[X Link](https://x.com/jimcx0/status/2016728011245081034)  2026-01-29T04:20Z [---] followers, [---] engagements


"ok i spent last hours researching about something else related to this tweet and now it just popped on my screen i will share the research today Things I'm watching out for now: magnitude of [--] inch wafer price increase MEMS oscillators CIS inductors (tantalum capacitors are already seeing a price increase) [----] is the year of analog and legacy semi we have covered it in the semis memo Btw ur GaN based smartphone Things I'm watching out for now: magnitude of [--] inch wafer price increase MEMS oscillators CIS inductors (tantalum capacitors are already seeing a price increase) [----] is the year of"  
[X Link](https://x.com/jimcx0/status/2016790612062695651)  2026-01-29T08:28Z [---] followers, [----] engagements


"@Patty6667 It's unlikely it happens below $0.5 AUD. And if a buyout happens yes we just wait it will anyway never be lower than the stock price so we are holding it on a very good risk/reward"  
[X Link](https://x.com/jimcx0/status/2016794589659611616)  2026-01-29T08:44Z [---] followers, [---] engagements


"solar ai space rare earth/metals bottleneck financials are excellent growth at double digits a year hedge vs china supremacy on rare earth/metals the thesis is similar to what i have on $eqr $eqr.ax i find some time to write the research and i publish it today ok i spent last hours researching about something else related to this tweet and now it just popped on my screen i will share the research today ok i spent last hours researching about something else related to this tweet and now it just popped on my screen i will share the research today"  
[X Link](https://x.com/jimcx0/status/2016870671456907737)  2026-01-29T13:46Z [--] followers, [--] engagements


"even if ETH updates to post-quantum resistant tech the supply "dead" "lost" won't be able to move funds to new addresses (post-quantum) and are at risk of a quantum attack same for BTC (zombie wallets satoshi wallets) will forever be vulnerable approx. 30% of supply for btc Quantum risks are overblown in the short term imo If the market was really scared then why ETH is not catching a bid as a quantum resistant token Quantum risks are overblown in the short term imo If the market was really scared then why ETH is not catching a bid as a quantum resistant token"  
[X Link](https://x.com/jimcx0/status/2016900853915926906)  2026-01-29T15:46Z [---] followers, [---] engagements


"i wrote a research regarding quantum risk for crypto in [----] btc buy pressure last years was mainly due to its safe heaven attribute (like gold) something you could hold forever for your grandchildren a quantum risk (even if it's in [--] or [--] years) annhilate this characteristic even if ETH updates to post-quantum resistant tech the supply "dead" "lost" won't be able to move funds to new addresses (post-quantum) and are at risk of a quantum attack same for BTC (zombie wallets satoshi wallets) will forever be vulnerable approx. 30% of supply for btc even if ETH updates to post-quantum resistant"  
[X Link](https://x.com/jimcx0/status/2016901708190715989)  2026-01-29T15:50Z [---] followers, [---] engagements


"at this stage of the market : you don't want to be heavy in risk-on tech speculative metals overextended software or early miners starting production in [--] years you want to be in bottlenecks needed in ai/space/energy western hedge vs china immediate production growth 2d%y It's time for a rotation from speculative metals to bottleneck metals/REEs like #tungsten or #GaAs #GaN I am extremely well positionned $EQR / https://t.co/bnxs0ZMZXn & $VNP / $VNP.to Buy what will keep growing on fundamentals not only on speculative sentiment It's time for a rotation from speculative metals to bottleneck"  
[X Link](https://x.com/jimcx0/status/2016956947107397883)  2026-01-29T19:29Z [---] followers, [----] engagements


"bottlenecks are irreplaceable parts of the supply chain metals rare elements needed with huge expected demand by western companies to be hedged vs china regulations sectors: aispaceenergy needed asap (like solar) robotics semiconds in general cash generating companies"  
[X Link](https://x.com/jimcx0/status/2016958237447254165)  2026-01-29T19:34Z [---] followers, [---] engagements


"$imsr ticker just popped on my timeline just a warning 45% shares are about to be unlocked in april [----] early investors bought the shares at $2 i have no opinion about the stock just sharing this information $IMSR "letter to shareholders" 🐒 https://t.co/uLF32zpXqI $IMSR "letter to shareholders" 🐒 https://t.co/uLF32zpXqI"  
[X Link](https://x.com/jimcx0/status/2016974292072706413)  2026-01-29T20:38Z [---] followers, [----] engagements


"cxmt & ymtc ipo's are on my watchlist cxmt expected for q1 - shangai star market ymtc probably q2 40&20/30b valuation respectively China's YMTC Aggressively Expands NAND Flash Production: "Early Operation of New Plant in Wuhan" Yangtze Memory Technologies Co. (YMTC) China's largest NAND flash manufacturer is reportedly pushing forward with its Phase [--] investment in Wuhan at an unprecedented pace. While https://t.co/vsPMCoNXWa China's YMTC Aggressively Expands NAND Flash Production: "Early Operation of New Plant in Wuhan" Yangtze Memory Technologies Co. (YMTC) China's largest NAND flash"  
[X Link](https://x.com/jimcx0/status/2017154999189463079)  2026-01-30T08:36Z [---] followers, [---] engagements


"@BULLOFBRITAIN yes 100%. but they will go parabolic regardless of the price of gallium/indium. it's correlated to the the demand of these REEs related products pricing doesn't matter a lot in the equation. 5N is price agnostic. demand drives and it will go up only for the next decades"  
[X Link](https://x.com/jimcx0/status/2017222296562266427)  2026-01-30T13:04Z [---] followers, [--] engagements


"@aleabitoreddit @DanilSer33 have a look at $vnp.to everyone is sleeping on this they just had a $18m deal with pentagon biggest western producer for GaN GaaS indium bottlenecks (solar/space/ai) and others REEs financials excellent growth at [--] digits/year margin doubled in [----] https://www.bloomberg.com/news/articles/2026-01-29/pentagon-strikes-deal-with-canada-s-5n-plus-shares-surge-19 https://www.bloomberg.com/news/articles/2026-01-29/pentagon-strikes-deal-with-canada-s-5n-plus-shares-surge-19"  
[X Link](https://x.com/jimcx0/status/2017254008797171749)  2026-01-30T15:10Z [---] followers, [--] engagements


"@linminhtoo i made my own research as nobody talks about it i will try to post it here"  
[X Link](https://x.com/jimcx0/status/2017532428823228849)  2026-01-31T09:36Z [---] followers, [--] engagements


"@hrap2023 like what need korean exposure but dont wanna get into high caps"  
[X Link](https://x.com/jimcx0/status/2015629136870469665)  2026-01-26T03:33Z [---] followers, [--] engagements


"@hrap2023 yes only limited to adr and korean etf's sadly"  
[X Link](https://x.com/jimcx0/status/2015640455229182221)  2026-01-26T04:18Z [---] followers, [--] engagements


"@aleabitoreddit have a look at $vnp.to everyone is sleeping on this they just had a $18m deal with pentagon one of the biggest western producer for GaN GaaS indium bottlenecks (solar/space/ai) and others REEs financials excellent growth at [--] digits/year margin doubled in 2025"  
[X Link](https://x.com/jimcx0/status/2017280631210647637)  2026-01-30T16:55Z [---] followers, [----] engagements


"@ferderser it's a long term hold so i think it's the kind of stock that will just up only for the next years strong business model strong management excellent financials bottleneck for all the hot sectors of the next decades (aispacesolar rare earths) but i would say 60$ in 26"  
[X Link](https://x.com/jimcx0/status/2018470430018023801)  2026-02-02T23:43Z [---] followers, [---] engagements


"michael burry is a retard who got lucky i don't remember him being right once in the last years Michael Burry announcing hes closing down his hedge fund because this market doesnt make sense in Q4 last year THEN Becoming a degen like us and investing in $GME in Q1 this year is absolutely incredible 🤣🤣 One of us One of us One of us https://t.co/bcRtEk7WJx Michael Burry announcing hes closing down his hedge fund because this market doesnt make sense in Q4 last year THEN Becoming a degen like us and investing in $GME in Q1 this year is absolutely incredible 🤣🤣 One of us One of us One of us"  
[X Link](https://x.com/jimcx0/status/2018649953032417736)  2026-02-03T11:37Z [---] followers, [----] engagements


"@PrjOwnTime @Alexsei88 as @Alexsei88 said it's mispriced and there is also the "us stock" premium if $eqr was listed on us market with adr it would be valued 3x higher right now easily"  
[X Link](https://x.com/jimcx0/status/2018749912846946765)  2026-02-03T18:14Z [---] followers, [---] engagements


"And also: "Commission President Ursula von der Leyen said in October that the EU would seek to accelerate raw materials partnerships with countries including Australia Canada Chile Greenland Kazakhstan Uzbekistan and Ukraine." The sources said there had been movement towards building up critical minerals reserves. France will work on financing purchases Germany will handle sourcing and Italy will take charge of storage Source: https://t.co/rQZJTKahIS #tungsten $EQR.AX The sources said there had been movement towards building up critical minerals reserves. France will work on financing"  
[X Link](https://x.com/jimcx0/status/2019127953083572554)  2026-02-04T19:16Z [---] followers, [---] engagements


"market are currently pricing that trump has nominated a guy who will take the opposite monetary policy that him and bessent want ofc it's not the case housing and employment datas are screaming for more cuts fundamentals haven't changed february-may window is golden warsh nomination triggered a liquidity event that might look like a new paradigm event on monetary policies it's a "sell the news" on the debasement trade overextension but the fundamentals haven't changed he will take powell chair in may dips until may are opportunities warsh nomination triggered a liquidity event that might look"  
[X Link](https://x.com/jimcx0/status/2019441056966725655)  2026-02-05T16:00Z [---] followers, [---] engagements


"I just grabbed 15m shares of $EQR $EQR.ax today Probably the best tungsten stock in the world and clearly the most undervalued at 800m only compared to $ALM which is already 4b one of the biggest producer in the western world easy bet tp1: 0.5$ tp2: 0.8$ tp3: 1$"  
[X Link](https://x.com/jimcx0/status/2015987624880590993)  2026-01-27T03:17Z [---] followers, 14.8K engagements


"$EQR vs $ALM I see an asymmetric bet here. 5/6x valuation gap while $EQR.ax has a bigger production planned for [----] [----] Tungsten production: 300000-400000 mtu est. (EQR) v 130000-160000 mtu est. (AII) source @ShowerCapAM for the [----] datas EQR is THE tungsten stock I just grabbed 15m shares of $EQR $EQR.ax today Probably the best tungsten stock in the world and clearly the most undervalued at 800m only compared to $ALM which is already 4b one of the biggest producer in the western world easy bet tp1: 0.5$ tp2: 0.8$ tp3: 1$ https://t.co/DADOOfRh6y I just grabbed 15m shares of $EQR $EQR.ax"  
[X Link](https://x.com/jimcx0/status/2015999049019601214)  2026-01-27T04:03Z [---] followers, 17.7K engagements


"you should pay attention to this $EQR $EQR.ax 📢 WEBINAR INVITATION EQ RESOURCES UPDATE EQ Resources (ASX:EQR) invites stakeholders to join our upcoming webinar on Monday [--] February [----]. Managing Director Craig Bradshaw and CFO Jono Kort will provide a December quarter update and a [----] outlook across our tungsten https://t.co/V1nRfFpdph 📢 WEBINAR INVITATION EQ RESOURCES UPDATE EQ Resources (ASX:EQR) invites stakeholders to join our upcoming webinar on Monday [--] February [----]. Managing Director Craig Bradshaw and CFO Jono Kort will provide a December quarter update and a [----] outlook across"  
[X Link](https://x.com/jimcx0/status/2016371663823069565)  2026-01-28T04:44Z [---] followers, [----] engagements


"EQR: scenario [--] with tungsten price at $1000/MTU scenario [--] with tungsten price at $1500/MTU only using multiples similar to $ALM not even including overextended/aggr. multiples it's a conservative baseline fair values: sc1 : 0.27-0.54 AUD sc2 : 0.46-0.93 AUD $EQR $EQR.ax $EQR vs $ALM I see an asymmetric bet here. 5/6x valuation gap while $EQR.ax has a bigger production planned for [----] [----] Tungsten production: 300000-400000 mtu est. (EQR) v 130000-160000 mtu est. (AII) source @ShowerCapAM for the [----] datas EQR is THE tungsten stock https://t.co/UW5n0Jj7NG $EQR vs $ALM I see an asymmetric"  
[X Link](https://x.com/jimcx0/status/2016727243733569646)  2026-01-29T04:16Z [---] followers, [----] engagements


"$EQR $EQR.ax no infos about reliability of this rumor i will ask around but i highly doubt management would sell below [---] AUD and even in that case i would be furious i already got screwed by the $skyt deal to ionq (it was still a +1OO% trade but this should have been MORE) Got further confirmation that the ones bidding up $EQR.AX are [--] large American funds which furthers convinces me that EQR is more than likely not gonna remain public for much longer. At least we likely hit 20c before the bid comes 🥹 https://t.co/X14JZf0L43 Got further confirmation that the ones bidding up $EQR.AX are 2"  
[X Link](https://x.com/jimcx0/status/2016729138111873339)  2026-01-29T04:24Z [---] followers, [----] engagements


"So #tungsten is already near the price mentionned in scenario [--] (check below) Both scenarios are only for a projection at [----] and [----] usd/mtu and $EQR $EQR.ax is extremely undervalued at these rates Make the maths if tungsten price goes up. https://x.com/jimcx0/status/2016727243733569646s=46 APT [----] USD/MTU 🚨🚨🚨 $EQR.AX #Tungsten https://t.co/nx40dl5Iji https://x.com/jimcx0/status/2016727243733569646s=46 APT [----] USD/MTU 🚨🚨🚨 $EQR.AX #Tungsten https://t.co/nx40dl5Iji"  
[X Link](https://x.com/jimcx0/status/2016764250757201993)  2026-01-29T06:44Z [---] followers, [----] engagements


"@respeculator @Alexsei88 The dump on US will only benefit the capital rotation into non-US values that are not impacted by this rule + the fx benefits to hold AUD values vs USD ones $EQR $EQR.ax is trading at a 5/6x discount vs $ALM already"  
[X Link](https://x.com/jimcx0/status/2016770091564609936)  2026-01-29T07:07Z [---] followers, [----] engagements


"solar ai space rare earth/metals semiconductors bottleneck financials are excellent growth at double digits a year hedge vs china supremacy on rare earth/metals the thesis is similar to what i have on $eqr $eqr.ax i find some time to write the research and i publish it today ok i spent last hours researching about something else related to this tweet and now it just popped on my screen i will share the research today ok i spent last hours researching about something else related to this tweet and now it just popped on my screen i will share the research today"  
[X Link](https://x.com/jimcx0/status/2016870939162521600)  2026-01-29T13:47Z [---] followers, [----] engagements


"they are lagging you know why analysts are using AI to find datas now $EQR is often missed by AI queries on the "leaders in tungsten mining outside of china" company needs to underline that they are among the west leaders in tun mining on their websites finance articles etc @Reuters Have you considered EQ Resources ( $EQR.AX ) as a key Western player I noticed Australia wasn't mentioned in the article despite being a major production hub. Source: https://t.co/zAWYxM22qm https://t.co/KCK66nTzst @Reuters Have you considered EQ Resources ( $EQR.AX ) as a key Western player I noticed Australia"  
[X Link](https://x.com/jimcx0/status/2016880608811643148)  2026-01-29T14:26Z [---] followers, [----] engagements


"$EQR $EQR.ax you want to be long on any western company mining/producing a bottleneck (tungsten gallium .) which is heavily controlled by china Welcome to the Neomercantilism Era. (precious metals rare earths elements ai/space/ev supply chain.) https://www.reuters.com/world/americas/tungsten-rises-record-highs-export-curbs-turn-up-supply-heat-2026-01-29/ https://www.reuters.com/world/americas/tungsten-rises-record-highs-export-curbs-turn-up-supply-heat-2026-01-29/"  
[X Link](https://x.com/jimcx0/status/2017160029346886082)  2026-01-30T08:56Z [---] followers, [----] engagements


"interesting that's why i hold the biggest western miner of #tungsten in the world . at a $500m valuation $eqr / http://eqr.ax NEWS: Washington to Host Second G7 Summit Focused on Critical Minerals Strategy on February 4th Ministers from the US EU UK Japan Australia and New Zealand will meet in Washington this week to discuss a strategic alliance over critical minerals. The summit is being seen as http://eqr.ax NEWS: Washington to Host Second G7 Summit Focused on Critical Minerals Strategy on February 4th Ministers from the US EU UK Japan Australia and New Zealand will meet in Washington this"  
[X Link](https://x.com/jimcx0/status/2018020780815036870)  2026-02-01T17:57Z [---] followers, [----] engagements


""EQR's accelerated development is becoming a crucial cornerstone for supply diversification in Western markets" "EQRs progress in Spain/Australia is strategically reshaping the non-Chinese supply landscape." Shangai Metals Market: #tungsten $EQR $EQR.ax https://news.metal.com/newscontent/103751261-SMM-Analysis-Tungsten-Inventory-Depletion-in-Europe-Triggers-Panic-Buying-Accelerating-Global-Price-Uptrend The West's largest tungsten producer EQ Resources ( $EQR.AX ) has been mentioned scrap market sees a global shift due to high Asian premiums EQRs progress in Spain and Australia is"  
[X Link](https://x.com/jimcx0/status/2018486013195088285)  2026-02-03T00:45Z [---] followers, [----] engagements


"v good thread on $eqr / $eqr.ax here: Never seen such a set-up like $EQR.AX #Tungsten 1/n https://t.co/VNRb25U8Am Never seen such a set-up like $EQR.AX #Tungsten 1/n https://t.co/VNRb25U8Am"  
[X Link](https://x.com/jimcx0/status/2018649230529994957)  2026-02-03T11:34Z [---] followers, [----] engagements


"@KawzInvests add $eqr.ax $eqr alongside $alm $EQR vs $ALM I see an asymmetric bet here. 5/6x valuation gap while $EQR.ax has a bigger production planned for [----] [----] Tungsten production: 300000-400000 mtu est. (EQR) v 130000-160000 mtu est. (AII) source @ShowerCapAM for the [----] datas EQR is THE tungsten stock https://t.co/UW5n0Jj7NG $EQR vs $ALM I see an asymmetric bet here. 5/6x valuation gap while $EQR.ax has a bigger production planned for [----] [----] Tungsten production: 300000-400000 mtu est. (EQR) v 130000-160000 mtu est. (AII) source @ShowerCapAM for the [----] datas EQR is THE tungsten"  
[X Link](https://x.com/jimcx0/status/2018734411940823145)  2026-02-03T17:12Z [---] followers, [---] engagements


"why are there so many finnish in $eqr.ax what the fuck are you all finnish doing in this stock 😂 i need an explanation"  
[X Link](https://x.com/jimcx0/status/2018749499401703778)  2026-02-03T18:12Z [---] followers, 19.9K engagements


"I expect a strong opening tonight on $EQR.ax $EQR given the $ALM re-rating by analysts and the today performance. Almonty has the "US stock" market premium vs EQ Resources in the valuation but fundamentals always catch up. Still a 5/6x mispricing arbitrage here. $EQR vs $ALM I see an asymmetric bet here. 5/6x valuation gap while $EQR.ax has a bigger production planned for [----] [----] Tungsten production: 300000-400000 mtu est. (EQR) v 130000-160000 mtu est. (AII) source @ShowerCapAM for the [----] datas EQR is THE tungsten stock https://t.co/UW5n0Jj7NG $EQR vs $ALM I see an asymmetric bet here."  
[X Link](https://x.com/jimcx0/status/2018753610272723452)  2026-02-03T18:29Z [---] followers, [----] engagements


"Given the recent inflows into Australian markets and emerging markets in generalalso given the currency diversification trend in many funds portfolio now : I don't think ADR is needed to claim a repricing. I also don't think $ALM is overvalued but $EQR.ax is undervalued. I expect a strong opening tonight on $EQR.ax $EQR given the $ALM re-rating by analysts and the today performance. Almonty has the "US stock" market premium vs EQ Resources in the valuation but fundamentals always catch up. Still a 5/6x mispricing arbitrage here. https://t.co/EnT9KMFmuB I expect a strong opening tonight on"  
[X Link](https://x.com/jimcx0/status/2018755044418461949)  2026-02-03T18:34Z [---] followers, [----] engagements


"silicon labs acquisition at $7.5b by texas instruments while the $skyt management decided to sell the company for peanuts at $1.5b @SkyWaterFoundry you should already be regretting now TEXAS INSTRUMENTS $TXN TO BUY SILICON LABS $SLAB FOR $231/SHR IN CASH https://t.co/5LNtNoHJEf TEXAS INSTRUMENTS $TXN TO BUY SILICON LABS $SLAB FOR $231/SHR IN CASH https://t.co/5LNtNoHJEf"  
[X Link](https://x.com/jimcx0/status/2019048540245483780)  2026-02-04T14:00Z [---] followers, [---] engagements


"@Valefossa @SkyWaterFoundry it's a scam but i traded some in 2022/2023 i won't touch for now waiting for dips as one of the major quantum proxy play it will run again later but i won't buy at this price + they acquired one my biggest bag $skyt for peanuts and i'm tilted"  
[X Link](https://x.com/jimcx0/status/2019051974981779781)  2026-02-04T14:14Z [---] followers, [---] engagements


"that's nice because my portfolio is composed of [--] of these things with only two stocks i am positioned perfectly under any market condition in short/mid/long term ofc we are getting hit a bit by algos thanks i'm buying more $EQR.AX $EQR - EQ Resources $VNP.TO $VNP - 5N Plus Just brainstorming some things you cannot currently prompt your way out of: -Eating -Toilet Paper -Drinking -Extracting Raw Materials -Turning Raw Materials into Goods -Aging -Lead times -Supply chains -Oil Just brainstorming some things you cannot currently prompt your way out of: -Eating -Toilet Paper -Drinking"  
[X Link](https://x.com/jimcx0/status/2019584020850569357)  2026-02-06T01:28Z [---] followers, [----] engagements


"Supply risk propagation in international trade networks of the tungsten industry chain Zheng X. Li H. Liu X. et al. Supply risk propagation in international trade networks of the tungsten industry chain. Humanit Soc Sci [--] [--] (2025). $EQR $EQR.ax https://www.nature.com/articles/s41599-024-04301-w https://www.nature.com/articles/s41599-024-04301-w"  
[X Link](https://x.com/jimcx0/status/2016361461245759628)  2026-01-28T04:03Z [---] followers, [----] engagements


"$VNP $VNP.to i recognize a stock at a very early stage before ADR US stock market bigger ETFs and funds having to accumulate if your analysts haven't brought it on your table yet they should be fired"  
[X Link](https://x.com/jimcx0/status/2017154125939572979)  2026-01-30T08:33Z [---] followers, [----] engagements


"$VNP $VNP.to 5N Plus completed its acquisition of German-based AZUR SPACE Solar Power GmbH in late [----] for approximately [----] million (plus [----] million in working capital) solidifying its position in the space-grade solar cell market. $VNP $VNP.to i recognize a stock at a very early stage before ADR US stock market bigger ETFs and funds having to accumulate if your analysts haven't brought it on your table yet they should be fired https://t.co/rrT18vXfin $VNP $VNP.to i recognize a stock at a very early stage before ADR US stock market bigger ETFs and funds having to accumulate if your"  
[X Link](https://x.com/jimcx0/status/2017178625041166606)  2026-01-30T10:10Z [---] followers, [---] engagements


"5N Plus $VNP $VNP.TO Management Report - Q325 "5N+ has once again delivered an outstanding quarter including record quarterly Adjusted EBITDA and its strongest quarterly revenue in a decade" +53% rev: terrestrial renewable energy (datacenter/ai) +41% rev: space solar power"  
[X Link](https://x.com/jimcx0/status/2017179840139374814)  2026-01-30T10:15Z [---] followers, [----] engagements


"long solar long tungsten long gallium GaN GaAs few understand that i am perfectly positioned for the trade of the decade exposed to : solar/ai/datacenter/semiconductor/space/REEs/china vs west/supply chain bottleneck with two stocks : $EQR.ax $EQR / $VNP $VNP.to It's time for a rotation from speculative metals to bottleneck metals/REEs like #tungsten or #GaAs #GaN I am extremely well positionned $EQR / https://t.co/bnxs0ZMZXn & $VNP / $VNP.to Buy what will keep growing on fundamentals not only on speculative sentiment It's time for a rotation from speculative metals to bottleneck metals/REEs"  
[X Link](https://x.com/jimcx0/status/2017183887009419454)  2026-01-30T10:31Z [---] followers, [----] engagements


"guess who is the biggest western producer for the space solar bottlenecks $vnp $vnp.to still no one mentionning it oh maybe we are [--] guys across all twitter early but not wrong 100GW/year of solar-powered AI satellites requires 100GW/year of AI computers 100GW/year of solar-powered AI satellites requires 100GW/year of AI computers"  
[X Link](https://x.com/jimcx0/status/2017603009371308050)  2026-01-31T14:16Z [---] followers, [----] engagements


"early but not wrong we are doing a cold war [---] on space ai quantum solar. rare earths/bottlenecks in the supply chain is the trade of the decade tungsten (80% control china) gallium (99% control china) my picks: tungsten : $eqr $eqr.ax gallium/indium : $vnp $vnp.to TRUMP LAUNCHES $12 BILLION MINERALS STOCKPILE TO COUNTER CHINA CRITICAL METALS SHARES JUMP 7.8% USA RARE EARTH RISES 7.1% TRUMP LAUNCHES $12 BILLION MINERALS STOCKPILE TO COUNTER CHINA CRITICAL METALS SHARES JUMP 7.8% USA RARE EARTH RISES 7.1%"  
[X Link](https://x.com/jimcx0/status/2018306802706694365)  2026-02-02T12:53Z [---] followers, [----] engagements


"Boom. Just in. It starts with 25% then 50% then 100%. "With the acceleration of AI adoption and the growing appetite for connectivity our clients are planning ahead and securing products to support future satellite programs and space missions" said CEO of 5N Plus $VNP $VNP.TO $VNP 5N Plus Inc. to Further Increase Space Solar Cell Production Capacity https://t.co/T6eS65PwpG $VNP 5N Plus Inc. to Further Increase Space Solar Cell Production Capacity https://t.co/T6eS65PwpG"  
[X Link](https://x.com/jimcx0/status/2018316734302654820)  2026-02-02T13:33Z [---] followers, [----] engagements


"had my last orders filled on $vnp today i am heavily packed everyone still sleeping on it (except funds and smart money) filled some orders on $eqr earlier today thanks for the free opportunity at $0.17 now that trump has announced the $12b reserve i expect a strong week gl"  
[X Link](https://x.com/jimcx0/status/2018358730690076885)  2026-02-02T16:19Z [---] followers, [----] engagements


"Really Not for value investors. At this stage of the market you should only keep shares you could hold for years meaningful dips are opportunities. Avoid the overextended plays it's not he time for it Bottlenecks will do well over the next years we're in a paradigm shift The S&P [---] has lost $500 BILLION in market cap today 👀 All the Mag [--] stocks are in the red 🔻 🔴 Apple $AAPL 0.02% 🔴 Tesla $TSLA 0.79% 🔴 Alphabet $GOOGL 1.06% 🔴 Meta Platforms $META 2.04% 🔴 Amazon $AMZN 2.54% 🔴 Microsoft $MSFT 2.78% 🔴 Nvidia $NVDA 3.53% https://t.co/bwzhMvfKXu The S&P [---] has lost $500 BILLION in"  
[X Link](https://x.com/jimcx0/status/2018757442985726222)  2026-02-03T18:44Z [---] followers, [----] engagements


"who makes perovksite cells in the U.S it's $FSLR who is one of the biggest supplier in the FSLR supply chain for solar cells it's $VNP.TO $VNP (that just announced a +25% increase in production already) everything goes according to the plan Interesting Elon's team visited GCL Group (their subsidiary GCL Optoelectronics makes perovskite cells) https://t.co/9hXdDLVPGF Interesting Elon's team visited GCL Group (their subsidiary GCL Optoelectronics makes perovskite cells) https://t.co/9hXdDLVPGF"  
[X Link](https://x.com/jimcx0/status/2019055779043504412)  2026-02-04T14:29Z [---] followers, [---] engagements


"U.S and western countries just started catching up on the massive scaling/manufacturing side vs China on terrestrial solar combine this with the capex that SpaceX and others space companies are going to inject into space solar. 5N Plus is the key. Enjoy the ride. $VNP $VNP.to https://t.co/df8exdhVe0 https://t.co/df8exdhVe0"  
[X Link](https://x.com/jimcx0/status/2019155071469253111)  2026-02-04T21:04Z [---] followers, [---] engagements


"unless you have some golden entries in your stocks and you don't care about short/mid term volatility then it's fine for the stocks that you bought late stage/highly speculative p/e irrational prices then you should erase these values asap late risk-on now fundamentals win de-risk more you should have 70% of your portfolio in cash right now 30% remaining in safe values for long-term capital gains (for me eqr and vnp) you better have fuck ton of dry powder in the next [--] months gl de-risk more you should have 70% of your portfolio in cash right now 30% remaining in safe values for long-term"  
[X Link](https://x.com/jimcx0/status/2022077532028489767)  2026-02-12T22:37Z [---] followers, [---] engagements


"if you are crypto buyer here is my watchlist: btc 30-50k eth sub 1.2k hype sub [--] zro sub [---] aero sub [----] xrp sub [---] trx sub 0.18"  
[X Link](https://x.com/jimcx0/status/2022079030682681434)  2026-02-12T22:43Z [---] followers, [---] engagements


"hk stock market is illiquid as hell i should stop using market orders and get a better discipline"  
[X Link](https://x.com/jimcx0/status/2022125866386612364)  2026-02-13T01:49Z [---] followers, [---] engagements


"excited for $VNP.to earnings in two weeks it will be great i expect a deal with spacex or a big solar manufacturer this year or a major acquisition (management said next acquisition will be a profitable company with huge cashflow) they're already the biggest supplier of $FSLR 5N Plus to increase space solar cell production capacity by 25% in [----] https://t.co/PLB8lPXBse 5N Plus to increase space solar cell production capacity by 25% in [----] https://t.co/PLB8lPXBse"  
[X Link](https://x.com/jimcx0/status/2022363699588251882)  2026-02-13T17:34Z [---] followers, [---] engagements

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