# ![@leveraged_cat Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::956576840478535681.png) @leveraged_cat Leveraged Cat

Leveraged Cat posts on X about hnt, $nbis, $rklb, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::956576840478535681/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::956576840478535681/c:line/m:interactions.svg)

- [--] Month [-----] +9.60%
- [--] Months [---------] -60%
- [--] Year [---------] +2,170%

### Mentions: [--] [#](/creator/twitter::956576840478535681/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::956576840478535681/c:line/m:posts_active.svg)

- [--] Months [---] +448%
- [--] Year [---] +242%

### Followers: [-----] [#](/creator/twitter::956576840478535681/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::956576840478535681/c:line/m:followers.svg)

- [--] Month [-----] +7.10%
- [--] Months [-----] +66%
- [--] Year [-----] +311%

### CreatorRank: [---------] [#](/creator/twitter::956576840478535681/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::956576840478535681/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[hnt](/topic/hnt), [$nbis](/topic/$nbis), [$rklb](/topic/$rklb), [ai](/topic/ai), [stocks](/topic/stocks), [helium](/topic/helium), [in the](/topic/in-the), [money](/topic/money), [$mp](/topic/$mp), [china](/topic/china)

**Top accounts mentioned or mentioned by**
[@helium](/creator/undefined) [@heliummobile](/creator/undefined) [@stepnotonpets](/creator/undefined) [@0xmentalillness](/creator/undefined) [@karlhungus211](/creator/undefined) [@carpediemmoose](/creator/undefined) [@riceforthought](/creator/undefined) [@cornelialake](/creator/undefined) [@goonsandgeeks](/creator/undefined) [@fundmyfund](/creator/undefined) [@comfyleverage](/creator/undefined) [@chumbawamba22](/creator/undefined) [@ragnarisapirate](/creator/undefined) [@kakashicapital](/creator/undefined) [@level941](/creator/undefined) [@thelonginvest](/creator/undefined) [@rishirmittal](/creator/undefined) [@srcful](/creator/undefined) [@blknoiz06](/creator/undefined) [@printingtendies](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Helium (HNT)](/topic/helium) [MP Materials Corp. (MP)](/topic/$mp) [Baker Hughes Co (BKR)](/topic/$bkr) [EQT, Corp. (EQT)](/topic/$eqt) [Oceaneering International Inc. (OII)](/topic/$oii) [SOLLENSYS CORP (SOLS)](/topic/$sols) [Enphase Energy Inc (ENPH)](/topic/$enph) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [MACOM Technology Solutions Holdings, Inc (MTSI)](/topic/$mtsi) [Helium Mobile (MOBILE)](/topic/helium-mobile) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Bitcoin (BTC)](/topic/bitcoin) [Iris Energy Limited (IREN)](/topic/$iren) [Bloom Energy Corporation (BE)](/topic/$be) [Transocean LTD. (RIG)](/topic/$rig) [Permian Resources Corporation Class A Common Stock (PR)](/topic/$pr) [Allegro Microsystems Inc (ALGM)](/topic/$algm) [Render (RENDER)](/topic/$rndr) [Injective (INJ)](/topic/$inj) [NVIDIA Corp. (NVDA)](/topic/$nvda) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Tesla, Inc. (TSLA)](/topic/tesla) [Redwire Corporation (RDW)](/topic/$rdw) [Iridium Communications Inc. (IRDM)](/topic/$irdm) [First Solar, Inc. (FSLR)](/topic/$fslr) [Rally (RLY)](/topic/rally) [Microsoft Corp. (MSFT)](/topic/microsoft) [Noble Corporation (NE)](/topic/$ne) [Validity (VAL)](/topic/$val) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Apple, Inc. (AAPL)](/topic/$aapl) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [Entegris, Inc. (ENTG)](/topic/$entg)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Here's what I'm buying: $SGOV $IEF $TYD $SPDN $PSQ I think the next few months could be relaxing & profitable😎"  
[X Link](https://x.com/leveraged_cat/status/1639262401622147072)  2023-03-24T13:46Z [---] followers, [---] engagements


"Sold $TYD. I think rates will still be volatile for the next few weeks at least so not really the time to be holding something that decays"  
[X Link](https://x.com/leveraged_cat/status/1639368215129104385)  2023-03-24T20:46Z [---] followers, [--] engagements


"@ggya @Couch_Investor $UI but still kinda early in the downtrend it very well could have another leg down next ER"  
[X Link](https://x.com/leveraged_cat/status/1687521664999837711)  2023-08-04T17:51Z [---] followers, [---] engagements


"$ENPH iykyk 👀😉"  
[X Link](https://x.com/leveraged_cat/status/1687522305243566094)  2023-08-04T17:54Z [---] followers, [--] engagements


"@MadsCapital So I shouldnt be full port $MO huh"  
[X Link](https://x.com/leveraged_cat/status/1688620980925546497)  2023-08-07T18:39Z [--] followers, [--] engagements


"@JaviCharts At least parts of the market seemed to respond to CPI this morning as a looming recession confirmation signal. Treasury curve seemed to indicate the same with a bit of bear steepening"  
[X Link](https://x.com/leveraged_cat/status/1689762883012349952)  2023-08-10T22:17Z [---] followers, [---] engagements


"$EOSE who else is buying today"  
[X Link](https://x.com/anyuser/status/1694770993653223440)  2023-08-24T17:57Z [--] followers, [--] engagements


"@AbhiUnchained $FSLR looking better though imo"  
[X Link](https://x.com/leveraged_cat/status/1701367365705826701)  2023-09-11T22:49Z [---] followers, [--] engagements


"$EOSE added back in today. 75% of my target allocation. If it breaks through the [---] daily sma Ill add that last 25%. If we bounce here Ill just ride with what Ive got"  
[X Link](https://x.com/leveraged_cat/status/1703797947626844626)  2023-09-18T15:47Z [--] followers, [--] engagements


"Crypto buzzing and for good reason. Heres my $BTC #bitcoin PT for this cycle: planning to sell over time when $150k+ hits in the second half of [--] and first half of [--]. If shit really hits the fan extreme upper end of the range is $500k 🤝 $ETH $SOL $XRP all gonna rip"  
[X Link](https://x.com/leveraged_cat/status/1715885345668042899)  2023-10-22T00:18Z [--] followers, [--] engagements


"@eliant_capital Roblox"  
[X Link](https://x.com/leveraged_cat/status/1718776363388170725)  2023-10-29T23:46Z [--] followers, [---] engagements


"#Bitcoin anyone have thoughts on what happens to Bitcoin if we enter a deflationary period What happens to gold during deflation Seems like the one potential risk to this bull run that many seem to be taking for granted (b/c assumption is fed will cut so aggressively)"  
[X Link](https://x.com/leveraged_cat/status/1720471937149718768)  2023-11-03T16:04Z [--] followers, [--] engagements


"My bags are packed: $BTC $SOL $INJ $LINK $RNDR ($RENDER) $FET $XRP $ALGO $EGLD Anything Im missing I get the feeling the train is leaving the station for the last time in the next few months"  
[X Link](https://x.com/leveraged_cat/status/1721676129172340839)  2023-11-06T23:49Z [---] followers, [---] engagements


"@HODL_Disaster Yeah I held it for a bit while I was adding to my positions. Chart just isnt quite as strong as these others. Open to the fundamental argument though"  
[X Link](https://x.com/leveraged_cat/status/1721683956972548373)  2023-11-07T00:20Z [--] followers, [--] engagements


"$INJ in the 20s"  
[X Link](https://x.com/leveraged_cat/status/1733246773848690727)  2023-12-08T22:06Z [---] followers, [---] engagements


"@level941 This is bait but I did sell all of my $LINK and exchanged it for $INJ a few days ago. Cant imagine wanting USD over $LINK tho"  
[X Link](https://x.com/leveraged_cat/status/1733981926636007740)  2023-12-10T22:48Z [---] followers, [--] engagements


"@level941 Rndr to [---] 🚢 it"  
[X Link](https://x.com/leveraged_cat/status/1739144209263710559)  2023-12-25T04:41Z [---] followers, [---] engagements


"Can you smell that Thats the smell of animal spirits awakening $btc $spy"  
[X Link](https://x.com/leveraged_cat/status/1745252895144992927)  2024-01-11T01:14Z [---] followers, [--] engagements


"@Bobby_1111888 Aka the WOAT aka LVP"  
[X Link](https://x.com/leveraged_cat/status/1757189611552493687)  2024-02-12T23:47Z [---] followers, [--] engagements


"@Jebus Everyone should go all in short gotta keep adding fuel for higher prices ⛽"  
[X Link](https://x.com/leveraged_cat/status/1762975794337358074)  2024-02-28T22:59Z [---] followers, [--] engagements


"@UrbanKaoboy Err what about a fiat hedge more akin to gold"  
[X Link](https://x.com/leveraged_cat/status/1768378878592995815)  2024-03-14T20:49Z [---] followers, [--] engagements


"Send $PNG to ATH with haste"  
[X Link](https://x.com/leveraged_cat/status/1772035456080707778)  2024-03-24T22:59Z [---] followers, [--] engagements


"send $INJ to new highs with haste"  
[X Link](https://x.com/leveraged_cat/status/1773534692676899080)  2024-03-29T02:16Z [---] followers, [--] engagements


"pray for the bears shorting the hole right now $btc $sol"  
[X Link](https://x.com/leveraged_cat/status/1775340699921129578)  2024-04-03T01:53Z [---] followers, [--] engagements


"@TheLongInvest Seems more like people have been trying to front run a sell the news event much like what happened with the etf approval"  
[X Link](https://x.com/leveraged_cat/status/1781027303545360503)  2024-04-18T18:29Z [---] followers, [---] engagements


"@MikeIppolito_ From what I have seen most people still have a negative view of crypto from the FTX collapse. Off of CT liking crypto is still fringe/unpopular"  
[X Link](https://x.com/leveraged_cat/status/1792654750179348947)  2024-05-20T20:32Z [---] followers, [--] engagements


"Buy $BONK here"  
[X Link](https://x.com/leveraged_cat/status/1793315040432427510)  2024-05-22T16:16Z [---] followers, [--] engagements


"Maybe will sell my $HNT for $BONK and $RNDR 🤔 I prefer coins that go up"  
[X Link](https://x.com/leveraged_cat/status/1793317187291115684)  2024-05-22T16:25Z [---] followers, [---] engagements


"Wen $RNDR etf eh"  
[X Link](https://x.com/leveraged_cat/status/1793330305228566784)  2024-05-22T17:17Z [---] followers, [--] engagements


"Lets get an $ONDO etf too while were at it"  
[X Link](https://x.com/leveraged_cat/status/1793338902343717163)  2024-05-22T17:51Z [---] followers, [--] engagements


"When the masses learn about $RNDR and their collaboration with Apple things are going to get crazy NVDA up only $40 billion today NVDA up only $40 billion today"  
[X Link](https://x.com/leveraged_cat/status/1795883775919861990)  2024-05-29T18:23Z [---] followers, [--] engagements


"@chiefingza George is the man. Has been nailing this bull market and cuts straight through the smoke and mirrors. Hope hes right"  
[X Link](https://x.com/leveraged_cat/status/1800607982331527609)  2024-06-11T19:16Z [---] followers, [--] engagements


"Tough not to nibble on $SHDW here"  
[X Link](https://x.com/leveraged_cat/status/1800991203061592472)  2024-06-12T20:38Z [---] followers, [---] engagements


"@chumbawamba22 Also [----] was not long ago and there still so many bag holders. This limits upside torque. Average person distrusts crypto and that wont change so quickly. Next bull cycle will surprise everyone to the upside after this lackluster cycle"  
[X Link](https://x.com/leveraged_cat/status/1801311971528368279)  2024-06-13T17:53Z [---] followers, [--] engagements


"@altuntas_69 @EthCC @iEx_ec How do you know"  
[X Link](https://x.com/leveraged_cat/status/1803473150887215541)  2024-06-19T17:01Z [---] followers, [--] engagements


"@ksicrypto You fully out of crypto or keep a small allocation *just in case*"  
[X Link](https://x.com/leveraged_cat/status/1804222720793629083)  2024-06-21T18:39Z [---] followers, [--] engagements


"Ironically denial of service is still a cyber attack even if it was done unintentionally All of CrowdStrike continues to work closely with impacted customers and partners to ensure that all systems are restored. Im sharing the letter I sent to CrowdStrikes customers and partners. As this incident is resolved you have my commitment to provide full transparency on All of CrowdStrike continues to work closely with impacted customers and partners to ensure that all systems are restored. Im sharing the letter I sent to CrowdStrikes customers and partners. As this incident is resolved you have my"  
[X Link](https://x.com/leveraged_cat/status/1814397318692778327)  2024-07-19T20:30Z [---] followers, [---] engagements


"Can someone shill me $PRIME Ive followed it for a while but honestly do not see the long term thesis. Would love to develop conviction and buy tho"  
[X Link](https://x.com/leveraged_cat/status/1814399931760947502)  2024-07-19T20:40Z [---] followers, [---] engagements


"@Evan_ss6 A good credit score will do"  
[X Link](https://x.com/leveraged_cat/status/1814450701927624802)  2024-07-20T00:02Z [---] followers, [--] engagements


"@LA_stevens_ @throwabull It is certainly not encouraging to get long when we see hordes of dip buyers on $CRWD insisting this is an excellent buying opportunity when the stock is still up 30% in the trailing year. Not to mention more bad news likely coming. Ill wait for a Green Day on bad news to bid"  
[X Link](https://x.com/leveraged_cat/status/1818702860978208908)  2024-07-31T17:38Z [---] followers, [---] engagements


"Ironically what we need is an emergency rate HIKE not a cut"  
[X Link](https://x.com/leveraged_cat/status/1820440867649237483)  2024-08-05T12:44Z [---] followers, [--] engagements


"Buying $HNT below $5 is a generational opportunity"  
[X Link](https://x.com/leveraged_cat/status/1821043544313794799)  2024-08-07T04:39Z [---] followers, [---] engagements


"$MINA either a wonderful buying opportunity here or about to enter free fall. Good spot to enter long with stops in place"  
[X Link](https://x.com/leveraged_cat/status/1821200054742286664)  2024-08-07T15:01Z [---] followers, [---] engagements


"$HNT chart looks primed 😮💨"  
[X Link](https://x.com/leveraged_cat/status/1821373521211035719)  2024-08-08T02:31Z [---] followers, [--] engagements


"$HNT $SOL $ETH $BTC hope you got in anon maybe youll get a few more chances 😬 Buying $HNT below $5 is a generational opportunity Buying $HNT below $5 is a generational opportunity"  
[X Link](https://x.com/leveraged_cat/status/1821558695102120202)  2024-08-08T14:46Z [---] followers, [---] engagements


"$HNT next major resistance is 5.50ish. Would be surprised if we slice right through it but when higher timeframe candles start closing above [----] look out above"  
[X Link](https://x.com/leveraged_cat/status/1821563862082015567)  2024-08-08T15:07Z [---] followers, [---] engagements


"Feel very confident once we have a daily close of $HNT above $5.50 the next major leg up starts. Short term target $6.75 once resistance is cleared Long term target I wont even bother because youll think Im ridiculous $BTC $SOL $ETH $HNT next major resistance is 5.50ish. Would be surprised if we slice right through it but when higher timeframe candles start closing above [----] look out above $HNT next major resistance is 5.50ish. Would be surprised if we slice right through it but when higher timeframe candles start closing above [----] look out above"  
[X Link](https://x.com/leveraged_cat/status/1821579441283412108)  2024-08-08T16:09Z [---] followers, [---] engagements


"Willing to bet $AMD outperforms $NVDA the remainder of the AI infra spend cycle"  
[X Link](https://x.com/leveraged_cat/status/1821588210960728235)  2024-08-08T16:44Z [---] followers, [---] engagements


"$FTCI what a burning pile of trash. Every earnings call goes something like customer delays 2Qs out we will start delivering Send it to [--] Probably gets acquired pretty soon if their tech isnt vaporware"  
[X Link](https://x.com/leveraged_cat/status/1821624804711006303)  2024-08-08T19:09Z [---] followers, [---] engagements


"$HNT wow that really didnt take long at all 😮💨 $BTC $SOL $ETH Feel very confident once we have a daily close of $HNT above $5.50 the next major leg up starts. Short term target $6.75 once resistance is cleared Long term target I wont even bother because youll think Im ridiculous $BTC $SOL $ETH Feel very confident once we have a daily close of $HNT above $5.50 the next major leg up starts. Short term target $6.75 once resistance is cleared Long term target I wont even bother because youll think Im ridiculous $BTC $SOL $ETH"  
[X Link](https://x.com/leveraged_cat/status/1822042673735213089)  2024-08-09T22:49Z [---] followers, [---] engagements


"@justbenlioAI @helium Most people have no conception just how high this can actually go"  
[X Link](https://x.com/leveraged_cat/status/1823440010537800185)  2024-08-13T19:22Z [---] followers, [--] engagements


"@rishirmittal @helium @helium_mobile @srcful I like your listed ideas more but these also come to mind: Deed management (e.g. property proof of ownership) Shipping/cargo (e.g. proof of receipt)"  
[X Link](https://x.com/leveraged_cat/status/1823442658679046630)  2024-08-13T19:33Z [---] followers, [---] engagements


"@rishirmittal @helium @helium_mobile @srcful Satellites too"  
[X Link](https://x.com/leveraged_cat/status/1823459554652512366)  2024-08-13T20:40Z [---] followers, [---] engagements


"Dont think $HNT will give people the pullback to $5ish they are looking for to get long CT got caught heavily underexposed right as fundamentals and TA inflected Guess well see what Econ data does to crypto as a whole but I really wouldnt count on it"  
[X Link](https://x.com/leveraged_cat/status/1823485027914563623)  2024-08-13T22:21Z [---] followers, [---] engagements


"$HNT when you have a chart that looks like this you rally cannot count on a significant correction which a move to $5 would be from current prices (-25%ish) Naturally if it does correct off I will be buying more"  
[X Link](https://x.com/leveraged_cat/status/1823486202999398595)  2024-08-13T22:26Z [---] followers, [---] engagements


"$HNT needed a breather The DCA program continues"  
[X Link](https://x.com/leveraged_cat/status/1824098117471342997)  2024-08-15T14:57Z [---] followers, [---] engagements


"@capital_frozen @ragnarisapirate A lot of their revenue continues to get delayed. They claim its due to financing issues on the customer side but of course it could be a plethora of other issues. The tech itself isnt crazy complicated so its all contingent on them getting through customer delays before ch 11"  
[X Link](https://x.com/leveraged_cat/status/1824212598709162100)  2024-08-15T22:32Z [---] followers, [--] engagements


"@Kkarl234 From HIP [---] the Mobile subnet carrier beta is formalized but T-Mobile has a separate partnership with Helium Mobile. HIP [---] would generalize what that partnership proved out. Carriers unnamed probs bc its still a beta"  
[X Link](https://x.com/leveraged_cat/status/1824274524046586212)  2024-08-16T02:38Z [---] followers, [--] engagements


"@KarlHungus211 @helium Helium got faded too hard by the market. The fact is everyone has been searching for the normie on-ramp use case while this hated token has quietly created a seamless on-ramp. Still undervalued even after the past month"  
[X Link](https://x.com/leveraged_cat/status/1824846780791431408)  2024-08-17T16:32Z [---] followers, [---] engagements


"@KarlHungus211 @helium The next few months (and years) will be a wild ride"  
[X Link](https://x.com/leveraged_cat/status/1824849199407513870)  2024-08-17T16:42Z [---] followers, [--] engagements


"@natealexnft Your salvation is in DePIN"  
[X Link](https://x.com/leveraged_cat/status/1825678372191535596)  2024-08-19T23:36Z [---] followers, [--] engagements


"Are there any $INTC bulls left"  
[X Link](https://x.com/leveraged_cat/status/1825692283729228078)  2024-08-20T00:32Z [---] followers, [---] engagements


"If $BTC resumes its uptrend $HNT will re-price to $11ish faster than you can open your exchange and $11 is just the next stop"  
[X Link](https://x.com/leveraged_cat/status/1825693665961893893)  2024-08-20T00:37Z [---] followers, [---] engagements


"$HNT may be in the process of a short term correction but fret not this is the price you pay for market outperformance and uncorrelated returns"  
[X Link](https://x.com/leveraged_cat/status/1826354815347425282)  2024-08-21T20:24Z [---] followers, [---] engagements


"@ShortsellerST Fear sells optimism pays"  
[X Link](https://x.com/leveraged_cat/status/1827216744055742614)  2024-08-24T05:29Z [---] followers, [--] engagements


"let me get this straight: Fed about to start easing Economy "not that bad" Peace talks Oil has been tamed "AI cycle intact" NVDA great ER And we can't even make ATHs with time to digest all this Time to sell (or at least not time to buy) $SPY $QQQ $IWM $BTC"  
[X Link](https://x.com/leveraged_cat/status/1829593137280368761)  2024-08-30T18:52Z [---] followers, [---] engagements


"Despite my previous tweet I am still max long $HNT because @helium and @helium_mobile are crushing it"  
[X Link](https://x.com/leveraged_cat/status/1829593465568505910)  2024-08-30T18:54Z [---] followers, [----] engagements


"@amirhaleem @helium An open protocol allowing tokens for subDAOs makes sense assuming they can provide compelling tokenomics somewhat uncorellated with HNT It is a similar model to those used by L1 chains"  
[X Link](https://x.com/leveraged_cat/status/1830012536089186366)  2024-08-31T22:39Z [---] followers, [---] engagements


"@sourceshipsell @helium @helium_mobile I just bought $HNT directly the bull case is more clear to me. If I was earning $MOBILE Id probably convert periodically"  
[X Link](https://x.com/leveraged_cat/status/1830234718912348549)  2024-09-01T13:22Z [---] followers, [--] engagements


"$HNT looks rested and ready for a move higher 👀 Not financial advice"  
[X Link](https://x.com/leveraged_cat/status/1830331489604513805)  2024-09-01T19:46Z [---] followers, [----] engagements


"@jmanhnt @cryptomanran Hes usually a great gauge of where the consensus is. Im glad he left out $HNT hell put it on one of his lists eventually when it is much higher"  
[X Link](https://x.com/leveraged_cat/status/1830345177040560638)  2024-09-01T20:41Z [---] followers, [--] engagements


"At this point it should be clear you need to own $HNT if only for diversification it clearly doesnt care what $BTC $ETH $SOL #TOTAL3 and tradfi are doing 99% of the time"  
[X Link](https://x.com/leveraged_cat/status/1831664377054773274)  2024-09-05T12:03Z [---] followers, [---] engagements


"Truly dont see a good reason to own anything in crypto except $HNT and $BTC There are a lot of interesting projects out there but very few that have actually crossed the chasm between concept and real world app Helps that CT still thinks $HNT is a scam AND has a strong chart"  
[X Link](https://x.com/leveraged_cat/status/1832896208601231367)  2024-09-08T21:38Z [---] followers, [----] engagements


"@KarlHungus211 No doubt no doubt That said it is for sure still slept on there are very few large accounts that talk about Helium for whatever reason. The large accounts that do talk about it do so sparingly"  
[X Link](https://x.com/leveraged_cat/status/1832908183595331812)  2024-09-08T22:25Z [---] followers, [---] engagements


"$HNT reiterating this since we got some volatility today. The chart still looks good and the flywheel is churning. Dont get shaken out anon $HNT may be in the process of a short term correction but fret not this is the price you pay for market outperformance and uncorrelated returns $HNT may be in the process of a short term correction but fret not this is the price you pay for market outperformance and uncorrelated returns"  
[X Link](https://x.com/leveraged_cat/status/1833263140647407764)  2024-09-09T21:56Z [---] followers, [---] engagements


"$HNT @helium @helium_mobile "Americans used [-----] trillion megabytes of wireless data in 2023" If I converted correctly that is [------] Petabytes per year in America alone. In case you were wondering if we're still early or not"  
[X Link](https://x.com/leveraged_cat/status/1834689456944894040)  2024-09-13T20:23Z [---] followers, [----] engagements


"$HNT chart looking similar now to when I posted the below Next move higher is loading $HNT looks rested and ready for a move higher 👀 Not financial advice $HNT looks rested and ready for a move higher 👀 Not financial advice"  
[X Link](https://x.com/leveraged_cat/status/1834695084794622008)  2024-09-13T20:46Z [---] followers, [---] engagements


"$HNT these stats are even crazier when you realize 2% of traffic is all that is needed for token burn equal to current FDV. Also 80% of the US population lives in cities meaning the path to 2% is feasibly achieved by focusing only on high return locations $HNT @helium @helium_mobile "Americans used [-----] trillion megabytes of wireless data in 2023" If I converted correctly that is [------] Petabytes per year in America alone. In case you were wondering if we're still early or not. https://t.co/Kw3S8uB5pI $HNT @helium @helium_mobile "Americans used [-----] trillion megabytes of wireless data in"  
[X Link](https://x.com/leveraged_cat/status/1834695990848172501)  2024-09-13T20:49Z [---] followers, [----] engagements


"$dxy saw news failure on FOMC and ensuing rates moves and has bottomed medium term imo global carry trade can continue bearish bonds imo"  
[X Link](https://x.com/leveraged_cat/status/1836542998810705990)  2024-09-18T23:09Z [---] followers, [---] engagements


"@The_Airmass The McRib has more causality than 50bps tho"  
[X Link](https://x.com/leveraged_cat/status/1836544951372460134)  2024-09-18T23:16Z [---] followers, [---] engagements


"@CarpeDiemMoose All the attention was on fomc today"  
[X Link](https://x.com/leveraged_cat/status/1836545783736291816)  2024-09-18T23:20Z [---] followers, [--] engagements


"Anyone bemoaning current $HNT DC burn is missing the forest for the trees This is a [--] to [--] moment for crypto DePIN and wireless while doubters commit the classic mistake of misunderstanding exponential growth If current DC burn rate makes you bearish stick to dividend stocks"  
[X Link](https://x.com/leveraged_cat/status/1836820005922513369)  2024-09-19T17:29Z [---] followers, [---] engagements


"@KarlHungus211 @CarpeDiemMoose It wouldnt surprise me if their legal teams are doing very deep scrubs especially given the crypto relation. These mega corps move uber slow and at their speed FTX still happened yesterday"  
[X Link](https://x.com/leveraged_cat/status/1836868459302453257)  2024-09-19T20:42Z [---] followers, [--] engagements


"$HNT with a nice retest of support completed 👀"  
[X Link](https://x.com/leveraged_cat/status/1838639697246990647)  2024-09-24T18:00Z [---] followers, [----] engagements


"Not awesome to see the bull market theme leader getting destroyed 🤔 $SMCI halted $SMCI halted"  
[X Link](https://x.com/leveraged_cat/status/1839339913327870213)  2024-09-26T16:23Z [---] followers, [--] engagements


"Only a matter of time before Helium is a household name @helium @helium_mobile $HNT 📣Today were thrilled to announce that Helium Mobile is a Proud Partner of the @USC Trojans As part of our @USC_Athletics partnership students alumni and fans can learn about our phone plan and people-powered networks at games🏈🏀. Read the news: https://t.co/MqMRn9Map2 https://t.co/aZEF9g3xr2 📣Today were thrilled to announce that Helium Mobile is a Proud Partner of the @USC Trojans As part of our @USC_Athletics partnership students alumni and fans can learn about our phone plan and people-powered networks at"  
[X Link](https://x.com/leveraged_cat/status/1839340516028317992)  2024-09-26T16:25Z [---] followers, [----] engagements


"Over the short term the market is a voting machine Over the long term it is a weighing machine The rotation back in to quality/value is always inevitable $HNT"  
[X Link](https://x.com/leveraged_cat/status/1841190311953121658)  2024-10-01T18:55Z [---] followers, [--] engagements


"Odds seem decent that traders exiting $SUI are just going to roll profits over in to $SEI"  
[X Link](https://x.com/leveraged_cat/status/1844389175950487928)  2024-10-10T14:47Z [---] followers, [--] engagements


"If you were looking to buy $PRIME this sure looks like a good spot"  
[X Link](https://x.com/leveraged_cat/status/1844389793683354085)  2024-10-10T14:49Z [---] followers, [--] engagements


"Rotation back into $HNT is coming just requires a bit more patience Good to see money flowing into alts in general $HNT is great to have in the port because it tends not to move with other alts Anyone that likes to rebalance has to have some Helium"  
[X Link](https://x.com/leveraged_cat/status/1845137043283718341)  2024-10-12T16:18Z [---] followers, [---] engagements


"$HNT as far as technicals go: We should see 6.00-6.25 range act as strong support On retest we could see support confirmation which Id want to add on If first support fails the 5.30-5.50 range should act as very strong support. Id add here without confirmation of support"  
[X Link](https://x.com/leveraged_cat/status/1845145598351077484)  2024-10-12T16:52Z [---] followers, [---] engagements


"$HNT looking the monthly chart I think upside will be limited in October so manage your expectations. What we are looking for is it to build a bottom and to be buying A strong November and December are definitely still in play"  
[X Link](https://x.com/leveraged_cat/status/1845146297612865560)  2024-10-12T16:55Z [---] followers, [--] engagements


"$HNT at the end of the day as the fundamental story continues to progress it is risky to be underweight this coin If you are currently underweight however technicals can help you improve your entry"  
[X Link](https://x.com/leveraged_cat/status/1845146593927852307)  2024-10-12T16:56Z [---] followers, [--] engagements


"Love to see $HNT on sale"  
[X Link](https://x.com/leveraged_cat/status/1845569763130408985)  2024-10-13T20:58Z [---] followers, [--] engagements


"$HNT per a previous tweet of mine downside into 5s is def still possible but running out of time The downside move is starting to exhaust itself My gut says bottom is in on this consolidation phase this week. Bottom is still forming though so be tactical with buys"  
[X Link](https://x.com/leveraged_cat/status/1845872375847702710)  2024-10-14T17:00Z [---] followers, [----] engagements


"@CarpeDiemMoose My take is the HNT burn now is too low a proportion of total HNT trading volume to have much of a direct impact unless a large DC mint occurs when market is illiquid Tbh I think the main driver of price action the past [--] weeks or so has been driven by swing traders"  
[X Link](https://x.com/leveraged_cat/status/1845875993967256061)  2024-10-14T17:15Z [---] followers, [---] engagements


"@CarpeDiemMoose 💯 the fundamental story keeps getting better and better. From charts alone HNT needed a breather starting in September. With both of these things in mind I like buying more here since the chart has worked off its overbought conditions and the fundamentals are even better"  
[X Link](https://x.com/leveraged_cat/status/1845879918283907241)  2024-10-14T17:30Z [---] followers, [--] engagements


"$HNT hoping we wick into that $5.30-$5.50 range but buying more on the way down"  
[X Link](https://x.com/leveraged_cat/status/1846236441950507174)  2024-10-15T17:07Z [---] followers, [--] engagements


"@0xShual Nothing is going to pump endlessly especially when the rest of the market isnt participating. Same reason $SUI is unlikely to keep pumping without a significant correction"  
[X Link](https://x.com/leveraged_cat/status/1846579096832106852)  2024-10-16T15:48Z [---] followers, [--] engagements


"$HNT with the weekly close [--] minutes ago the weekly bottom is in. Hope anyone that saw my tweets the last week was able to buy with me in the high 5s low 6s. Low 5s wouldve been nice but it was low prob. Now is not a bad time to add but bulk of your buys shouldve been lower $HNT per a previous tweet of mine downside into 5s is def still possible but running out of time The downside move is starting to exhaust itself My gut says bottom is in on this consolidation phase this week. Bottom is still forming though so be tactical with buys $HNT per a previous tweet of mine downside into 5s is def"  
[X Link](https://x.com/leveraged_cat/status/1848144428508270932)  2024-10-20T23:29Z [---] followers, [----] engagements


"With the weekly confirmation close you can feel more confident about what downside is possible over the next several weeks hence the benefit to wait for the weekly close. But if you believe in a project like Helium which I do you gladly buy big on ugly charts and big red days"  
[X Link](https://x.com/leveraged_cat/status/1848144839528817096)  2024-10-20T23:30Z [---] followers, [--] engagements


"$HNT high time frames (daily+) looking strong 💪 Just be aware on low time frames (eg hourly) a short term correct to the $6.30-6.50 range looks possible. This would be a great buying opp but more importantly a bad place to puke your tokens If it corrects it wont last long"  
[X Link](https://x.com/leveraged_cat/status/1848735271581303068)  2024-10-22T14:36Z [---] followers, [---] engagements


"$HNT might also correct from higher up - we are due for some strength after all. As usual $HNT is not one to trade if youre a believer like me. I only mention the TA so you dont puke your tokens and maybe even wait to buy more on weakness not strength $HNT high time frames (daily+) looking strong 💪 Just be aware on low time frames (eg hourly) a short term correct to the $6.30-6.50 range looks possible. This would be a great buying opp but more importantly a bad place to puke your tokens If it corrects it wont last long $HNT high time frames (daily+) looking strong 💪 Just be aware on low"  
[X Link](https://x.com/leveraged_cat/status/1848736551989104713)  2024-10-22T14:41Z [---] followers, [---] engagements


"$HNT welp took a bit longer to play out than I expected but at least for the short term this looks like a good place to add (NFA of course). Huge bullish divergence on the hourly time frames in place assuming we get a bounce from here $HNT high time frames (daily+) looking strong 💪 Just be aware on low time frames (eg hourly) a short term correct to the $6.30-6.50 range looks possible. This would be a great buying opp but more importantly a bad place to puke your tokens If it corrects it wont last long $HNT high time frames (daily+) looking strong 💪 Just be aware on low time frames (eg"  
[X Link](https://x.com/leveraged_cat/status/1852108648723447813)  2024-10-31T22:01Z [---] followers, [---] engagements


"$HNT the monthly close (in [--] hours) will be informative so if youve been waiting to buy not a bad idea to save your powder to see where we close. We really want to see a close above $6.31-ish (Sep lows) for the TA-based bull case to remain intact"  
[X Link](https://x.com/leveraged_cat/status/1852111698339250545)  2024-10-31T22:13Z [---] followers, [--] engagements


"But at the end of the day for assets will low liquidity like $HNT TA can only tell you so much (charts are easier to manipulate). Hence why my Helium thesis is fundamental based and I use TA only to improve entries"  
[X Link](https://x.com/leveraged_cat/status/1852111700075442324)  2024-10-31T22:13Z [---] followers, [--] engagements


"$HNT at the end of the day any broader risk off move in risk assets is going to blow up any TA I do on this token. Something to be aware of and why its worth paying attention to the broader markets and managing risk. I dont trade my $HNT but have derisked in other areas $HNT welp took a bit longer to play out than I expected but at least for the short term this looks like a good place to add (NFA of course). Huge bullish divergence on the hourly time frames in place assuming we get a bounce from here $HNT welp took a bit longer to play out than I expected but at least for the short term this"  
[X Link](https://x.com/leveraged_cat/status/1852112555927572500)  2024-10-31T22:16Z [---] followers, [---] engagements


"X is pretty quiet on $MP yet it could easily be one of the largest beneficiaries of the Trump/Elon trade Reflation+tariffs+rare resources+robotics all play into the hand of $MP"  
[X Link](https://x.com/leveraged_cat/status/1854265062204068100)  2024-11-06T20:50Z [---] followers, [----] engagements


"$BTC the burgers are finally back in the captains seat"  
[X Link](https://x.com/leveraged_cat/status/1854275807847309525)  2024-11-06T21:32Z [---] followers, [--] engagements


"$MP 🔥🔥🫡 $MP Q3 Results https://t.co/or1vJEPOrW : We set a new production record with [-----] MT of contained REO nearly 15% higher than our previous best quarter. This establishes a new all-time benchmark for U.S. production. The progress was driven by optimizations https://t.co/xrZB9lOLLV $MP Q3 Results https://t.co/or1vJEPOrW : We set a new production record with [-----] MT of contained REO nearly 15% higher than our previous best quarter. This establishes a new all-time benchmark for U.S. production. The progress was driven by optimizations https://t.co/xrZB9lOLLV"  
[X Link](https://x.com/leveraged_cat/status/1854634688704323825)  2024-11-07T21:19Z [---] followers, [---] engagements


"$RKLB who wouldnt love a pullback I think most people on here feel under-allocated That said I do not think this is a stock you sell under any circumstances. Too hard to time and long term its going higher. If it pulls back meaningfully Im just going to buy more"  
[X Link](https://x.com/leveraged_cat/status/1854985486835552645)  2024-11-08T20:32Z [---] followers, [---] engagements


"$PSNY looking good too - sexy cars - ev/sales near [--] - growing sales - Trump may go easier on the UK tariff wise than is priced in"  
[X Link](https://x.com/leveraged_cat/status/1856019737316340011)  2024-11-11T17:02Z [---] followers, [----] engagements


"Might finally be time for $ENVX as well - ATM usage has people bitter but it helps the company - onshoring + silicon supply chain is another underrated Trump tailwind for this company - commercial success odds keep looking better - smart glasses may be here for real"  
[X Link](https://x.com/leveraged_cat/status/1856020570519027839)  2024-11-11T17:06Z [---] followers, [----] engagements


"@ragnarisapirate Had a chance to review the ER transcript and forms. I will say the debt raise gives me a bit of pause. I'd almost rather they strictly dilute but suppose it is a good sign there's demand for the notes albeit at junk rates. The introduction of 1P is encouraging too"  
[X Link](https://x.com/leveraged_cat/status/1856829992157557069)  2024-11-13T22:42Z [---] followers, [--] engagements


"@ragnarisapirate I still think the risk/reward ratio here is hugely positive. But with the introduction of debt coupled with their cash burn without the activation of some of their backlog there's a non-zero chance this one is a [--]. Overall still positive on it"  
[X Link](https://x.com/leveraged_cat/status/1856830529535889877)  2024-11-13T22:44Z [---] followers, [--] engagements


"@Crowded_Mkt_Rpt Stocks only go up no need for such calls 😉"  
[X Link](https://x.com/leveraged_cat/status/1857178626971603285)  2024-11-14T21:47Z [---] followers, [---] engagements


"$TSLA $MBLY got their obvious bids from this today $NBIS seems to still be under most peoples radar 👀 BREAKING: The Trump administration is reportedly planning to ease regulations for autonomous vehicles in the US BREAKING: The Trump administration is reportedly planning to ease regulations for autonomous vehicles in the US"  
[X Link](https://x.com/leveraged_cat/status/1858617960128278541)  2024-11-18T21:07Z [---] followers, [---] engagements


"$NBIS looks undervalued to me. NFA Do your own research a few others on X have been posting about it so search around for more info if youre curious"  
[X Link](https://x.com/leveraged_cat/status/1858651170811650284)  2024-11-18T23:19Z [---] followers, [---] engagements


"Once $BTC proves it is going to consolidate and not flush (or flush to 76k) and the market believes it believe we finally see a proper miner season $WGMI"  
[X Link](https://x.com/leveraged_cat/status/1858965329239515168)  2024-11-19T20:07Z [---] followers, [---] engagements


"Its been a minute since I felt confident enough to say this but $HNT is looking good here. Not financial advice Been a frustrating [--] months for this holding but the time and chart is ripe for a rotation plus I think HIP-138 could help trigger a rally"  
[X Link](https://x.com/leveraged_cat/status/1859739005950230578)  2024-11-21T23:21Z [---] followers, [----] engagements


"$HNT if youve been patient enough to watch this since August kudos to you. This is the buying opportunity you were waiting for imo"  
[X Link](https://x.com/leveraged_cat/status/1859739250054529124)  2024-11-21T23:22Z [---] followers, [---] engagements


"If SpaceX were public what do you think its market cap be cc: the Great @elonmusk $RKLB $ASTS $LUNR $SPCE $UFO $250B current valuation $250B $750B $250B-$750B $250B current valuation $250B $750B $250B-$750B"  
[X Link](https://x.com/leveraged_cat/status/1859742788390354955)  2024-11-21T23:36Z [---] followers, [----] engagements


"Buying $HNT here. Hard not to with the way the daily chart looks imo Its been a minute since I felt confident enough to say this but $HNT is looking good here. Not financial advice Been a frustrating [--] months for this holding but the time and chart is ripe for a rotation plus I think HIP-138 could help trigger a rally. Its been a minute since I felt confident enough to say this but $HNT is looking good here. Not financial advice Been a frustrating [--] months for this holding but the time and chart is ripe for a rotation plus I think HIP-138 could help trigger a rally"  
[X Link](https://x.com/leveraged_cat/status/1859743064346198232)  2024-11-21T23:37Z [---] followers, [----] engagements


"Imagine $BTC just consolidates for another [--] months like March-October [----] before breaking out above 100k Most are not prepared for this level of pain"  
[X Link](https://x.com/leveraged_cat/status/1860010286406861222)  2024-11-22T17:19Z [---] followers, [--] engagements


"@riceforthought @CorneliaLake $NBIS and $DBRG have very different business models"  
[X Link](https://x.com/leveraged_cat/status/1861165568058945614)  2024-11-25T21:50Z [---] followers, [---] engagements


"@riceforthought @CorneliaLake I'm referring to this which is a PaaS. Similar to CoreWeave's product offering and yes also in competition with AWS/Azure/GCP. With an EV $2B including those other assets you list it doesn't look like the slam dunk fade you think it does. https://nebius.com/ https://nebius.com/"  
[X Link](https://x.com/leveraged_cat/status/1861175545943236768)  2024-11-25T22:30Z [---] followers, [---] engagements


"@riceforthought @CorneliaLake What $HUT $CORZ etc offer is bare metal leasing whereas CoreWeave offers the platform layer. Nebius owns the bare metal and has the platform layer. Dont think the crypto miners are a good comp besides market is giving them premium expansion for moving to HPCaaS"  
[X Link](https://x.com/leveraged_cat/status/1861183929212117361)  2024-11-25T23:03Z [---] followers, [---] engagements


"@riceforthought @CorneliaLake Sounds like youve got it all figured out then probably a good idea to short $NBIS and put your money where your mouth is"  
[X Link](https://x.com/leveraged_cat/status/1861190170315301363)  2024-11-25T23:28Z [---] followers, [---] engagements


"$NBIS this aged nicely and I havent sold a single share $NBIS looks undervalued to me. NFA Do your own research a few others on X have been posting about it so search around for more info if youre curious $NBIS looks undervalued to me. NFA Do your own research a few others on X have been posting about it so search around for more info if youre curious"  
[X Link](https://x.com/leveraged_cat/status/1864027863059452015)  2024-12-03T19:24Z [---] followers, [---] engagements


"#DePIN season is going to be glorious as normies tire themselves out with the endless amount of memes to gamble on and eventually settle their speculative funds into the limited supply of projects that actually do something $HNT $FIL $RENDER $NOS $SHDW etc etc"  
[X Link](https://x.com/leveraged_cat/status/1864043526511645016)  2024-12-03T20:26Z [---] followers, [---] engagements


"$NBIS $NBIS this aged nicely and I havent sold a single share $NBIS this aged nicely and I havent sold a single share"  
[X Link](https://x.com/leveraged_cat/status/1864045033428549902)  2024-12-03T20:32Z [---] followers, [---] engagements


"I was all bulled up here but still feel 99% confident if you only own [--] Alt $HNT is an elite choice. Yes there are some other good more obvious choices and Im not knocking those. Ultimately $HNT checks so many boxes and is so easy for regular people to understand. When the crowd catches up with what the Helium team has been up to things are going to get crazy. All you have to do is look at $HNT volume to feel confident the crowd has not found this yet. New ATH are just the start for $HNT. Truly dont see a good reason to own anything in crypto except $HNT and $BTC There are a lot of"  
[X Link](https://x.com/leveraged_cat/status/1864332371916365854)  2024-12-04T15:34Z [---] followers, [----] engagements


"I dont understand why everyone wants $IREN to be buying Bitcoin at elevated prices. The smartest change they could make in this department is: [--]. HODL mined Bitcoin [--]. Use the convertible to buy back shares (which they are doing) Personally think [--] is also unneeded and counterproductive and everyone is salivating over this because of the $MSTR and $MARA action. Frankly the AI/HPC opportunity looks so much larger that anything to accelerate $IREN towards that is a good move including selling mined Bitcoin. Eventually miners that diversify will be rewarded significantly more than the HODL"  
[X Link](https://x.com/leveraged_cat/status/1864357951084900823)  2024-12-04T17:15Z [---] followers, [---] engagements


"Does anyone have a thesis for why insiders are dumping $MP makes ya think just given the volume I love the story (and it is a story stock largely at the moment) and you really want to executives to love the story as much or more than you"  
[X Link](https://x.com/leveraged_cat/status/1864755231457706132)  2024-12-05T19:34Z [---] followers, [---] engagements


"$RKLB green in a sea of red on a big reversal day for a lot of risk assets"  
[X Link](https://x.com/leveraged_cat/status/1864769641588957292)  2024-12-05T20:31Z [---] followers, [---] engagements


"$NBIS is just getting started. It will be worth $100+ in 2025"  
[X Link](https://x.com/leveraged_cat/status/1865080034244940080)  2024-12-06T17:05Z [---] followers, [----] engagements


"@stepnotonpets I like your $NBIS to $1000 thought Who am I to say it cant happen"  
[X Link](https://x.com/leveraged_cat/status/1865086811728417198)  2024-12-06T17:32Z [---] followers, [---] engagements


"@stepnotonpets The AI version of $BTC and $MSTR"  
[X Link](https://x.com/leveraged_cat/status/1865088090877944282)  2024-12-06T17:37Z [---] followers, [---] engagements


"Reminder that AI is viewed as a national security objective and thus any proxy companies are going to rip so much higher and longer than fundamental investors can imagine $NBIS $IREN $CORZ etc Anduril and @PalantirTech are partnering together to unlock the full potential of AI for national security. Were solving two critical challenges: data readiness and enterprise-scale AI deployment. Heres how were making it happen. https://t.co/hqKj1HHH0F Anduril and @PalantirTech are partnering together to unlock the full potential of AI for national security. Were solving two critical challenges: data"  
[X Link](https://x.com/leveraged_cat/status/1865164104882626572)  2024-12-06T22:39Z [---] followers, [----] engagements


"I think Nvidias value is largely saturated at this point and demand is normalizing so Im looking at the next bottlenecks appearing. Power generation/access seems like the next major bottleneck so thats why I mention these DC providers - $NBIS is more vertically integrated with the cloud layer as you mention compared to the other two names I mention. There are a few other Bitcoin miners trying to transition to the hybrid AI/HPC model which are interesting. I also think there could be some huge winners on the power generation side (the names I included have value due to their lease access but"  
[X Link](https://x.com/leveraged_cat/status/1865396460767912254)  2024-12-07T14:02Z [---] followers, [---] engagements


"$BTC $GOOG $GOOGL PSA: Google's quantum computers still cannot break non-quantum-resistant cryptography A clue was that Google traded up like 0.3% today. If they could steal all Bitcoin and also literally every bank account in the world they'd be up at least 5% Buy the dip"  
[X Link](https://x.com/leveraged_cat/status/1866243434022859103)  2024-12-09T22:08Z [---] followers, [----] engagements


"Buying $IREN here. I love an analyst report flush especially when it appears off base. Not financial advice $IREN $CORZ $WULF $MARA $CIFR $CLSK $RIOT JPM crypto miner note borderline comical. Goes to SOTP valuation that values BTC on balance sheet at 2x value favors mining and then gives almost zero value to HPC hosting.despite HPC hosting being the entire reason to own these https://t.co/FkeBD7uF2Z $IREN $CORZ $WULF $MARA $CIFR $CLSK $RIOT JPM crypto miner note borderline comical. Goes to SOTP valuation that values BTC on balance sheet at 2x value favors mining and then gives almost zero"  
[X Link](https://x.com/leveraged_cat/status/1866503286188376498)  2024-12-10T15:20Z [---] followers, [----] engagements


"@TradeIdeas Im as bullish $NBIS as the next guy but $4k/sh 🤯"  
[X Link](https://x.com/leveraged_cat/status/1866535251402690995)  2024-12-10T17:27Z [---] followers, [---] engagements


"@PauloMacro @donnelly_brent CEO of the Year *checks $AMD YTD performance* -11% *check $SMH YTD performance* 39%"  
[X Link](https://x.com/leveraged_cat/status/1866591086359220350)  2024-12-10T21:09Z [---] followers, [---] engagements


"Says they are not supply constrained for chips but they are supply constrained for power Pricing power is shifting from $NVDA to power/energy providers $IREN $CORZ $NBIS $EQT $BE $NPWR $NLR $FCG $MSFT CEO STATES THEY ARE NOT SUPPLY-CONSTRAINED FOR $NVDA CHIPS 👀 https://t.co/KcT3URUHQe $MSFT CEO STATES THEY ARE NOT SUPPLY-CONSTRAINED FOR $NVDA CHIPS 👀 https://t.co/KcT3URUHQe"  
[X Link](https://x.com/leveraged_cat/status/1867300370910986413)  2024-12-12T20:07Z [---] followers, [----] engagements


"@fundstrat Arguably most positive for $IREN"  
[X Link](https://x.com/leveraged_cat/status/1867326101481304487)  2024-12-12T21:50Z [---] followers, [---] engagements


"$AVGO ER reaction + Fed rate cut next + buybacks could be what is needed to trigger a Santa rally BUT if USDJPY is in fact in a downtrend (possibly cemented by BOJ hiking rates in Dec or Jan) risk assets could be in for a tough few weeks/months If we get it you want to slam the bid on that drawdown"  
[X Link](https://x.com/leveraged_cat/status/1867346781949845914)  2024-12-12T23:12Z [---] followers, [---] engagements


"$NBIS is their current AV partner $UBER Jefferies Reiterates Buy on $UBER PT $100; 'AV Partnerships Critical for Rideshare Scalability' Jefferies Reiterates Buy on $UBER PT $100; 'AV Partnerships Critical for Rideshare Scalability'"  
[X Link](https://x.com/leveraged_cat/status/1869017158078128484)  2024-12-17T13:49Z [---] followers, [---] engagements


"They dont ring a bell but damn was today ringing. Here are the bearish headwinds I see that I dont think are really priced in even after todays sell off: - retail positioning is getting crowded to the long side. Not to mention almost all recent buyers are now underwater meaning if we dont continue this uptrend we have plenty of sellers - general frothiness (evidence everywhere) - we have a Fed that is more like Volcker than Burns yet most want to assume JP is another Burns - regardless of the Feds willingness to hike QT + long bonds not under YCC/QE means any dovishness from the Fed means the"  
[X Link](https://x.com/leveraged_cat/status/1869522781433364617)  2024-12-18T23:18Z [---] followers, [---] engagements


"Cheap is tough since its a moving target with earnings but just based on technicals if we get SPY 440-460 its a very strong buy - id be nearly all in at that point. [---] week SMA is [---] so Id love to see price down there again. Weve gone below that in extreme scenarios like covid and GFC but cant get greedy if it gets down there imo"  
[X Link](https://x.com/leveraged_cat/status/1869525469898453033)  2024-12-18T23:29Z [---] followers, [--] engagements


"@goonsandgeeks Does depend pretty heavily on what drives us down there. I can envision a scenario where [---] looks expensive. But overall as long as the USD is the global reserve asset you have to be long term bullish US equities"  
[X Link](https://x.com/leveraged_cat/status/1869526319563989060)  2024-12-18T23:33Z [---] followers, [--] engagements


"To condense my current views: the Fed is fucked thats why next few months for equities could be tough sledding. Heres why the Fed is fucked: - inflation isnt going away anytime soon (not until long term real rates are positive i.e. higher) - if theyre dovish the long end pukes - if they cut rates the long end pukes - as we learned today if they cute rates and are hawkish the long end pukes - maybe if they pause/raise and are hawkish the long end rallies but equities are then likely to puke For now it is clear that when the long end pukes so do equities. Theres no path for the Fed to take that"  
[X Link](https://x.com/leveraged_cat/status/1869583462912393221)  2024-12-19T03:20Z [---] followers, [---] engagements


"I see things like this and my conviction grows that inference (as well as training) GPU workloads could be the biggest demand growth story of this decade. In my profesional experience these models already give a real productivity step change in several industries Bullish $NBIS among others We now live in a different world. Acceleration is imminent. You *will* need to adjust your worldview. This is what the early days of the singularity look like. And you are living through them. https://t.co/c9pDnUUg7g We now live in a different world. Acceleration is imminent. You *will* need to adjust your"  
[X Link](https://x.com/leveraged_cat/status/1870209044536770798)  2024-12-20T20:45Z [---] followers, [----] engagements


"If $CORZ continues to HODL $BTC you can make a case that they are the best miner in the universe of public stocks. AI/HPC revenue streams plus BTC reserves is the strongest combination I can think of. Compared to: - Pure HODL: where does revenue come from - Pure AI/HPC: compelling but not a BTC proxy - Hybrid no HODL: how does the operator optimize for AI/HPC load vs mining load especially with long term contracts and BTC price fluctuations If this is indeed a long term change $CORZ is making they deserve a premium over everyone in the space"  
[X Link](https://x.com/leveraged_cat/status/1873789017688576390)  2024-12-30T17:51Z [---] followers, [----] engagements


"Quick follow up to this: The conviction I had since this post has waned. Weak economic data and bond market reaction plus the hard sell off in equities suggests to me that any edge that existed being bearish is now gone. Sure things could sell more but Ive been buying today. Unpinning the below now To condense my current views: the Fed is fucked thats why next few months for equities could be tough sledding. Heres why the Fed is fucked: - inflation isnt going away anytime soon (not until long term real rates are positive i.e. higher) - if theyre dovish the long end To condense my current"  
[X Link](https://x.com/leveraged_cat/status/1873805349125578789)  2024-12-30T18:56Z [---] followers, [---] engagements


"@rev_cap @taobanker Historically stocks and bonds are negatively correlated"  
[X Link](https://x.com/leveraged_cat/status/1874630446300205524)  2025-01-02T01:35Z [---] followers, [----] engagements


"My only concern with $RKLB: very popular on X"  
[X Link](https://x.com/leveraged_cat/status/1874951014392148348)  2025-01-02T22:48Z [---] followers, [---] engagements


"Tempted to short avail $MTN just for the culture (nfa) Id rather ski tickets cost twice as much than the current duopoly situation Hopefully @FTC @TheJusticeDept break them up obviously ruins the customer experience Frankly even if ski tickets cost twice as much for independent operators to survive the total cost of a ski trip would still be less because rental properties wouldnt be inflated by monopolistic real estate purchases by @vailmtn and @alterramtnco"  
[X Link](https://x.com/leveraged_cat/status/1875234708088614980)  2025-01-03T17:36Z [---] followers, [---] engagements


"@smantel People need to turn down the noise and buy themselves some $NBIS"  
[X Link](https://x.com/leveraged_cat/status/1875245539908055550)  2025-01-03T18:19Z [---] followers, [---] engagements


"An important aspect of $NBIS that most dont understand is this: in the break up of Yandex Nebius had to rebuild much of their tech stack albeit with much of their engineering talent retained. Many assume this is a disadvantage and while it costs time and money to rebuild it gives a talented group of engineers an opportunity to build a system from scratch unburdened by tech debt and with all the lessons learned from Yandex. Tech debt is the primary reason for project slippage in software engineering. A set up like this (combination of a large very experienced SWE team plus greenfield"  
[X Link](https://x.com/leveraged_cat/status/1875247958146601226)  2025-01-03T18:28Z [---] followers, [----] engagements


"Sold some covered calls to spread my risk around to $FANG $LNG $EQT $NPWR good luck to the buyers My only concern with $RKLB: very popular on X My only concern with $RKLB: very popular on X"  
[X Link](https://x.com/leveraged_cat/status/1875248931988533734)  2025-01-03T18:32Z [---] followers, [---] engagements


"My view: - [----] PTSD still has people turning bearish at any sign of trouble - Fear/greed gauge confirms the above for whatever its worth to you - AI / dotcom bubble analog even if true implies a few more years of mania since were [--] years in (I happen to disagree with the analog as well)"  
[X Link](https://x.com/leveraged_cat/status/1875709395788501070)  2025-01-05T01:02Z [---] followers, [----] engagements


"Curious what people think of $BE vs $NPWR as investments. Which do you prefer Havent really seen a comparison between the two yet they seem like the two main non-nuclear plays on growing energy demand. I do understand the differences in terms of technology and their maturity ($NPWR is pre-rev $BE is about to turn profitable on $1B in rev). Maybe the play is to just buy both but I prefer to concentrate my bets Prefer $BE Prefer $NPWR Show me the results Prefer $BE Prefer $NPWR Show me the results"  
[X Link](https://x.com/leveraged_cat/status/1876000758375829510)  2025-01-05T20:20Z [---] followers, [---] engagements


"My personal take: $NPWR offers superior risk-reward compared to $BE despite being pre-revenue. Curious what others think as I truly believe these [--] should be under focus more so than nuclear for the next few years Curious what people think of $BE vs $NPWR as investments. Which do you prefer Havent really seen a comparison between the two yet they seem like the two main non-nuclear plays on growing energy demand. I do understand the differences in terms of technology and their maturity Curious what people think of $BE vs $NPWR as investments. Which do you prefer Havent really seen a comparison"  
[X Link](https://x.com/leveraged_cat/status/1876663699542610254)  2025-01-07T16:14Z [---] followers, [---] engagements


"Another couple advantages for $NBIS: [--]. If youre concerned about US equity concentration risk (I hear you) NBIS is based in Amsterdam so if flows ever reverse ex-US NBIS is a modest beneficiary (or at least its not a major headwind). [--]. With EU data center operations they comply with GDPR which is a mild competitive advantage"  
[X Link](https://x.com/leveraged_cat/status/1877399069997543808)  2025-01-09T16:56Z [---] followers, [---] engagements


"Careful buying $RKLB pre market tomorrow youll likely get a better price first [--] minutes of market open"  
[X Link](https://x.com/leveraged_cat/status/1877570069074452956)  2025-01-10T04:16Z [---] followers, [---] engagements


"$NBIS Genesis Therapeutics is a VC backed company with an estimated $1B valuation. Possible decent sized longer term contract in the works here 👀 Companies like Genesis Therapeutics push the frontier of inventing new more effective medicine all the way forward. Supporting the scientists at Genesis via the business development team of Carl Tilbury is inspiring. More to come from our partnership. https://t.co/lGTi58bTkM Companies like Genesis Therapeutics push the frontier of inventing new more effective medicine all the way forward. Supporting the scientists at Genesis via the business"  
[X Link](https://x.com/leveraged_cat/status/1877693639880532389)  2025-01-10T12:27Z [---] followers, [---] engagements


"Nice thread on $NBIS here I havent been this excited about a stock in a long time. $NBIS is the most undervalued AI infrastructure company in the entire market and I believe it will soon be recognized. Heres a detailed thread explaining the investment thesis: 🧵👇🏻 https://t.co/JGrsgiqKu0 I havent been this excited about a stock in a long time. $NBIS is the most undervalued AI infrastructure company in the entire market and I believe it will soon be recognized. Heres a detailed thread explaining the investment thesis: 🧵👇🏻 https://t.co/JGrsgiqKu0"  
[X Link](https://x.com/leveraged_cat/status/1877784683095703624)  2025-01-10T18:28Z [---] followers, [----] engagements


"Curious if anyone considers the $RKLB contract win a surprise I get today was tough sledding in the market in general but if this was a positive surprise youd still expect new highs Probs not a surprise but it adds more weight to a successful Neutron deployment"  
[X Link](https://x.com/leveraged_cat/status/1877875654873502012)  2025-01-11T00:30Z [---] followers, [---] engagements


"$SPY -4% $QQQ -4.3% $DIA -4.5% and $IWM -7.2% since the below quoted post. Be cautious buying dips. Might feel like downside has been bad but this really isn't much. Plus all this has been driven by macro changes NOT earnings/valuation compression. It is possible the macro changes could feed through to earnings and lead us to an actual recession with stock prices reflexively leading us there. We may get a bounce next week but until Trump takes office I don't see a lot of relief. Once Trump gets into office things will get more interesting but not necessarily better right away. There is"  
[X Link](https://x.com/leveraged_cat/status/1878142896123093454)  2025-01-11T18:12Z [---] followers, [---] engagements


"Apart from conviction single name stocks I still view this as 100% the roadmap for major indices for the foreseeable future. Cash rules the day for now. The pain will end when rates get too high. The Fed needs a recession to properly kill inflation cut rates aggressively and make the US debt load manageable. Because of this I see the likely path you want to play to stay alive in this environment as: Cash --- LT-bonds/Gold --- Equities Equities at large will only become a buy again once the stock/bond correlation has turned negative while rates fall meaning Equities are still due for some"  
[X Link](https://x.com/leveraged_cat/status/1878145273664266467)  2025-01-11T18:21Z [---] followers, [---] engagements


"$NBIS estimated ER on Feb 14th. Their results will be very important and heavily influence stock price as the market does not have much hard data to go on right now. IMO they are going to come out of the gate running beat initial estimates and do so for several Qs to come An important aspect of $NBIS that most dont understand is this: in the break up of Yandex Nebius had to rebuild much of their tech stack albeit with much of their engineering talent retained. Many assume this is a disadvantage and while it costs time and money to rebuild An important aspect of $NBIS that most dont understand"  
[X Link](https://x.com/leveraged_cat/status/1878148194623754601)  2025-01-11T18:33Z [---] followers, [---] engagements


"@dampedspring do you now think L shape also applies to the short end of the curve e.g. $SHY $TUA"  
[X Link](https://x.com/leveraged_cat/status/1878154774819824112)  2025-01-11T18:59Z [---] followers, [----] engagements


"@BrandoBoost Oh believe me I am knee deep in $NBIS already. Just here to welcome newcomers to the party: https://x.com/leveraged_cat/status/1858651170811650284 $NBIS looks undervalued to me. NFA Do your own research a few others on X have been posting about it so search around for more info if youre curious https://x.com/leveraged_cat/status/1858651170811650284 $NBIS looks undervalued to me. NFA Do your own research a few others on X have been posting about it so search around for more info if youre curious"  
[X Link](https://x.com/leveraged_cat/status/1878155183579955447)  2025-01-11T19:01Z [---] followers, [---] engagements


"@blknoiz06 Long $NBIS Short $XHB (replacing manual laborers will take a lot longer in certain fields)"  
[X Link](https://x.com/leveraged_cat/status/1878250222704320826)  2025-01-12T01:18Z [---] followers, [---] engagements


"@japdongsanee Have you had a chance to use Clickhouse"  
[X Link](https://x.com/leveraged_cat/status/1878459177741218207)  2025-01-12T15:09Z [---] followers, [---] engagements


"@reilly_mcadams Yeah similar thoughts here. I have wondered if a bad year for GPU prices and thus NVDA may actually be a tailwind for NBIS as they get to build out their DCs more cheaply than the market may currently expect"  
[X Link](https://x.com/leveraged_cat/status/1878560363945304358)  2025-01-12T21:51Z [---] followers, [---] engagements


"$NBIS you could pay for Hedgeye or just follow me for free and get in earlier 😉 Wonder if our client note today (initiate LONG $NBIS-41% upside) helped push the stock into the green: 15% off the intraday bottom. This is a special situation AI play. Client presentation this Thursday - contact sales@hedgeye.com or sign up here https://t.co/vRMxG5xtjH #AI https://t.co/xAE6q9RBAM Wonder if our client note today (initiate LONG $NBIS-41% upside) helped push the stock into the green: 15% off the intraday bottom. This is a special situation AI play. Client presentation this Thursday - contact"  
[X Link](https://x.com/leveraged_cat/status/1878955584336335301)  2025-01-14T00:01Z [---] followers, [---] engagements


"$NBIS this guy nailed it this is the long term thesis in a nutshell and why Ive only bought. If you split up $AMZN it would be AWS that people really want to own. $MSFT not a perfect analog since the MS Office trap is a goldmine but Azure too has the best margins of MSFT. @KeithMcCullough Love this name NBIS. Like buying a pure play AWS or Azure at the dawn of cloud computing. @KeithMcCullough Love this name NBIS. Like buying a pure play AWS or Azure at the dawn of cloud computing"  
[X Link](https://x.com/leveraged_cat/status/1879014540060577897)  2025-01-14T03:55Z [---] followers, [---] engagements


"Market either rejecting/looking past PPI headline or quickly switching to growth scare mode. $XLE v $TLT choose your fighter"  
[X Link](https://x.com/leveraged_cat/status/1879200090163937659)  2025-01-14T16:13Z [---] followers, [---] engagements


"If the Fed is content with PPI and CPI (what the market now expects) we could be running [----] dynamics back turbo"  
[X Link](https://x.com/leveraged_cat/status/1879578191758856300)  2025-01-15T17:15Z [---] followers, [--] engagements


"Ceasefire deal + energy is holding strong says a lot imo $XLE"  
[X Link](https://x.com/leveraged_cat/status/1879582846832312691)  2025-01-15T17:34Z [---] followers, [--] engagements


"@blknoiz06 @nic__carter You can also buy Nebius $NBIS today at a fraction of the cost youll pay to buy CoreWeave when they go public"  
[X Link](https://x.com/leveraged_cat/status/1879602730412765359)  2025-01-15T18:53Z [---] followers, [----] engagements


"$NPWR is either really enticing vaporware or one of the single greatest investment opportunities in the market Which road modern man Would love to better understand how much execution risk remains with their tech"  
[X Link](https://x.com/leveraged_cat/status/1879939135169069236)  2025-01-16T17:09Z [---] followers, [---] engagements


"If you like $NBIS you should take a look at $SSSS as a way to diversify. Breakout attempt today on notable volume 👀"  
[X Link](https://x.com/leveraged_cat/status/1879998639235633208)  2025-01-16T21:06Z [---] followers, [---] engagements


"@SpacThoughts main difference i see is $DXYZ's exposure to SpaceX but honestly think $SSSS is just largely undiscovered or slept on at least on X that's definitely true"  
[X Link](https://x.com/leveraged_cat/status/1880353514783993918)  2025-01-17T20:36Z [---] followers, [--] engagements


"Great long term perspective on $RKLB and the framework applies well to any long term investment in general. imo Nebius $NBIS checks nearly all of these boxes for AI as well. $NBIS and $RKLB my top two holdings As promised Here is the full thesis on Rocket Labs $RKLB. I am looking at Rocket Labs through the lens of system thinking (first principle feedback loops and pattern recognition) and Peter Theil (invested in SpaceX) Zero to One. Read & discuss on this thread. Link: https://t.co/qnV9TcOI27 As promised Here is the full thesis on Rocket Labs $RKLB. I am looking at Rocket Labs through the"  
[X Link](https://x.com/leveraged_cat/status/1880392285889916964)  2025-01-17T23:10Z [---] followers, [----] engagements


"Key piece of the Nebius $NBIS bull thesis is the 28% stake in Clickhouse. $SNOW $56B market cap is a decent comp to Clickhouse in terms of use case except Clickhouse is faster and cheaper to run. Nebius is the only vertically integrated pure-play AI/cloud provider in the market:"  
[X Link](https://x.com/leveraged_cat/status/1880731367459492167)  2025-01-18T21:37Z [---] followers, [----] engagements


"Since $NBIS has gotten more attention recently here it's worth bringing back this article from Oct 24th [----]. --- Some key quotes: We believe that given the magnitude of required compute and the associated costs the market will be dominated by big players" he explained. "These are obviously the hyperscalers like Google Amazon Microsoft large private clouds like meta Apple Tesla and just a few additional sizable specialised players." "This is where we fit in" he said. "The hyperscalers and the large private clouds will likely consume most of their compute internally leaving most of the"  
[X Link](https://x.com/leveraged_cat/status/1881399006427005033)  2025-01-20T17:50Z [---] followers, [----] engagements


"Damn Nancy front-ran my $TEM buys 😭"  
[X Link](https://x.com/leveraged_cat/status/1881422193219014876)  2025-01-20T19:23Z [---] followers, [---] engagements


"Bonds are looking strong in futures market. Honestly may be one of the easiest trades of the year here and one of the most hated. With Trump: - tariffs in theory can lower deficit - tariffs in theory can disrupt growth - maybe DOGE actually does something to improve deficit Recent data and price action is suggesting to me its time to start moving from cash to bonds quite honestly. $TLT is at major long term support and the idea of a growth scare seems quite unpopular right now. Recent data and price action is suggesting to me its time to start moving from cash to bonds quite honestly. $TLT is"  
[X Link](https://x.com/leveraged_cat/status/1881520880679059515)  2025-01-21T01:55Z [---] followers, [---] engagements


"All of these things would benefit government bonds. Bonds represent demand for fixed income at prevailing rates which tends to do well if the issuer looks more solvent than priced in and in the case of ultra safe bonds if growth is expected to slow"  
[X Link](https://x.com/leveraged_cat/status/1881523005186322613)  2025-01-21T02:03Z [---] followers, [--] engagements


"Maybe $NBIS can help @nebiusai @mysticaltech Rumor going around is that theyre a bit compute constrained rn @mysticaltech Rumor going around is that theyre a bit compute constrained rn"  
[X Link](https://x.com/leveraged_cat/status/1881524825510027659)  2025-01-21T02:10Z [---] followers, [----] engagements


"@HyperTechInvest @Liftthatbid @rubicon59 NBIS has all that. If you understand Terraform look at their Terraform docs and maybe you will understand why other people are excited about $NBIS https://docs.nebius.com/terraform-provider https://docs.nebius.com/terraform-provider"  
[X Link](https://x.com/leveraged_cat/status/1881806361207648353)  2025-01-21T20:49Z [---] followers, [---] engagements


"Hmm sounds like the 2nd largest hyperscaler in the world cant meet OpenAIs compute demand I wonder who might be prepared to meet this demand 😉 $NBIS Microsoft and OpenAI announced Tuesday that they have adjusted their partnership so that OpenAI can access competitors' compute. https://t.co/2PHesqhBsv Microsoft and OpenAI announced Tuesday that they have adjusted their partnership so that OpenAI can access competitors' compute. https://t.co/2PHesqhBsv"  
[X Link](https://x.com/leveraged_cat/status/1881848011741123009)  2025-01-21T23:35Z [---] followers, [--] engagements


"Hmm sounds like the 2nd largest hyperscaler in the world $MSFT cant meet OpenAIs compute demand I wonder who might be prepared to meet this demand 🤔😉 There are others but this is the only pure play in the public markets prepared to do this: $NBIS Microsoft and OpenAI announced Tuesday that they have adjusted their partnership so that OpenAI can access competitors' compute. https://t.co/2PHesqhBsv Microsoft and OpenAI announced Tuesday that they have adjusted their partnership so that OpenAI can access competitors' compute. https://t.co/2PHesqhBsv"  
[X Link](https://x.com/leveraged_cat/status/1881850071379304821)  2025-01-21T23:43Z [---] followers, [---] engagements


"@convexititties Interesting I didn't realize people were still building out wind infra"  
[X Link](https://x.com/leveraged_cat/status/1882559918898872771)  2025-01-23T22:43Z [---] followers, [--] engagements


"$BTC do I need to remind you Trump is not going to buy at all time highs if he ever buys it will be when everyone on X has lost hope and sold everything *WHITE HOUSE HEAD OF AI DAVID SACKS REFUTES FOX STORY ON "CRYPTO STOCKPILE" EXECUTIVE ORDER Yeah we're going to evaluate that. We have not decided to do it yet. We need to study that. *WHITE HOUSE HEAD OF AI DAVID SACKS REFUTES FOX STORY ON "CRYPTO STOCKPILE" EXECUTIVE ORDER Yeah we're going to evaluate that. We have not decided to do it yet. We need to study that"  
[X Link](https://x.com/leveraged_cat/status/1882563631910633902)  2025-01-23T22:58Z [---] followers, [---] engagements


"@goonsandgeeks I could see that. Prefer highly speculative equities myself at this point but alts could have a nice run"  
[X Link](https://x.com/leveraged_cat/status/1882567431232844199)  2025-01-23T23:13Z [---] followers, [--] engagements

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