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# ![@mszerencsy Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::221784078.png) @mszerencsy Michael Szerencsy

Michael Szerencsy posts on X about bitcoin, #crypto, ai, $pltr the most. They currently have [---------] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::221784078/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::221784078/c:line/m:interactions.svg)

- [--] Week [---] -44%
- [--] Month [------] +3,853%
- [--] Months [-------] +148%
- [--] Year [-------] +57%

### Mentions: [--] [#](/creator/twitter::221784078/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::221784078/c:line/m:posts_active.svg)

- [--] Month [--] -89%
- [--] Months [---] +302%
- [--] Year [---] -28%

### Followers: [---------] [#](/creator/twitter::221784078/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::221784078/c:line/m:followers.svg)

- [--] Week [-----] -0.06%
- [--] Month [-----] +0.44%
- [--] Months [-----] +7.80%
- [--] Year [-----] +11%

### CreatorRank: undefined [#](/creator/twitter::221784078/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::221784078/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[bitcoin](/topic/bitcoin), [#crypto](/topic/#crypto), [ai](/topic/ai), [$pltr](/topic/$pltr), [ethereum](/topic/ethereum), [crypto](/topic/crypto), [blockchain](/topic/blockchain), [$ufd](/topic/$ufd), [$ionq](/topic/$ionq), [cryptocurrency](/topic/cryptocurrency)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Ethereum (ETH)](/topic/ethereum) [Unicorn Fart Dust (UFD)](/topic/$ufd) [IonQ, Inc. (IONQ)](/topic/$ionq) [Vaulta (A)](/topic/$eos) [Oklo Inc. (OKLO)](/topic/$oklo) [NVIDIA Corp. (NVDA)](/topic/$nvda) [XRP (XRP)](/topic/xrp) [Vine Coin (VINE)](/topic/vine) [Fartcoin (FARTCOIN)](/topic/fart) [Tesla, Inc. (TSLA)](/topic/tesla) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [TRON (TRX)](/topic/$trx) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Lumen Technologies Inc (LUMN)](/topic/$lumn) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Zcash (ZEC)](/topic/$zec) [Lisk (LSK)](/topic/$lsk) [Cosmos (ATOM)](/topic/$atom) [Iris Energy Limited (IREN)](/topic/$iren) [NuScale Power Corporation (SMR)](/topic/$smr) [NEO (NEO)](/topic/$neo) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/google) [Strategy (MSTR)](/topic/$mstr) [Canaan Inc. (CAN)](/topic/$can) [BigBear.ai Holdings, Inc. (BBAI)](/topic/$bbai) [Microsoft Corp. (MSFT)](/topic/microsoft)
### Top Social Posts
Top posts by engagements in the last [--] hours

"8/ When the market finally connects the dots between AI Palantir and fiber $LUMN could [---] easily over the next cycle. This is asymmetric value hiding in deep value clothing. AIs backbone is being built and its glowing in Lumens glass. πŸ’‘"  
[X Link](https://x.com/mszerencsy/status/1984338926619017322)  2025-10-31T19:17Z [----] followers, [---] engagements


"Drill Down Earnings Ep. 404: Lumen Technologies Q3 earnings $LUMN A Deep Dive with Cory Johnson https://www.youtube.com/watchv=KBfuU8f4EFA&t https://www.youtube.com/watchv=KBfuU8f4EFA&t"  
[X Link](https://x.com/mszerencsy/status/1984348717726777356)  2025-10-31T19:56Z [----] followers, [---] engagements


"TC Startup Battlefield master class with Blumberg Capital: Make the most of your investors expertise #Startups #Venture #Battlefield http://dlvr.it/SzL75R http://dlvr.it/SzL75R"  
[X Link](https://x.com/mszerencsy/status/1728809482090848260)  2023-11-26T16:14Z [----] followers, [--] engagements


"@itsjcmerlo This is still in early phase but as mram technology gets more integration $mram should outperform"  
[X Link](https://x.com/mszerencsy/status/2016866776974336064)  2026-01-29T13:31Z [----] followers, [---] engagements


"100% agree. Not a great UX. I think it set off the next huge wave of persistent ai agents. These can be useful for certain things. For vibe coding I found it made up alot of things. Said it was working but the end result it didnt produce what it said it would produce. LLMS know how to hook you in but its all buyers remorse on the false promises it makes. This is not even close to prime time ready but its a great start. https://twitter.com/i/web/status/2016873299041546307 https://twitter.com/i/web/status/2016873299041546307"  
[X Link](https://x.com/mszerencsy/status/2016873299041546307)  2026-01-29T13:57Z [----] followers, [--] engagements


"AI agents now have their own Reddit-style social network and its getting weird fast https://arstechnica.com/information-technology/2026/01/ai-agents-now-have-their-own-reddit-style-social-network-and-its-getting-weird-fast/ https://arstechnica.com/information-technology/2026/01/ai-agents-now-have-their-own-reddit-style-social-network-and-its-getting-weird-fast/"  
[X Link](https://x.com/mszerencsy/status/2017679847670079790)  2026-01-31T19:22Z [----] followers, [--] engagements


"The New World Joshua Kushner Thrive Capital and the American dream By Jeremy Stern https://joincolossus.com/article/joshua-kushner-thrive-new-world/ https://joincolossus.com/article/joshua-kushner-thrive-new-world/"  
[X Link](https://x.com/mszerencsy/status/1978305860523749440)  2025-10-15T03:44Z [----] followers, [---] engagements


"Why MRAM and Everspin Technologies - $MRAM are about to own a critical slice of memory 1/ Everyone talks about DRAM and NAND from $MU $SNDK. Almost nobody is paying attention to MRAM. Thats a mistake. MRAM is quietly becoming the most important memory for automotive industrial edge AI and defense. https://twitter.com/i/web/status/2014072949314064441 https://twitter.com/i/web/status/2014072949314064441"  
[X Link](https://x.com/mszerencsy/status/2014072949314064441)  2026-01-21T20:29Z [----] followers, 22.4K engagements


"5/ Now the key point: Everspin Technologies $MRAM is not one of many MRAM companies. Its the only commercial pure-play MRAM manufacturer shipping at scale. They have: Years of field reliability data Automotive-grade qualification Aerospace and defense certifications Discrete MRAM products Embedded MRAM IP That moat matters"  
[X Link](https://x.com/mszerencsy/status/2014072956289237243)  2026-01-21T20:29Z [----] followers, [----] engagements


"6/ Everyone else is still in R&D or pilot mode. Samsung Intel TSMC GlobalFoundries They support MRAM as a process option. Everspin Technologies $MRAM They sell finished MRAM devices into production systems. Thats a real competitive advantage"  
[X Link](https://x.com/mszerencsy/status/2014072958306734235)  2026-01-21T20:29Z [----] followers, [---] engagements


"Markets will soon test a Musk merger that promises 'space-based internet' https://www.nbcnews.com/business/markets/markets-will-soon-test-musk-merger-promises-space-based-internet-rcna257827 https://www.nbcnews.com/business/markets/markets-will-soon-test-musk-merger-promises-space-based-internet-rcna257827"  
[X Link](https://x.com/mszerencsy/status/2021031063338791343)  2026-02-10T01:18Z [----] followers, [--] engagements


"MrBeast Scales Financial Wellness by Acquiring FinTech Step https://www.pymnts.com/acquisitions/2026/mrbeast-scales-financial-wellness-by-acquiring-fintech-step/ https://www.pymnts.com/acquisitions/2026/mrbeast-scales-financial-wellness-by-acquiring-fintech-step/"  
[X Link](https://x.com/mszerencsy/status/2021265725357264914)  2026-02-10T16:51Z [----] followers, [--] engagements


"Mark Zuckerberg moves to Florida's 'Billionaire Bunker' amid CA wealth tax https://www.foxbusiness.com/real-estate/mark-zuckerberg-becomes-latest-california-billionaire-relocate-florida-amid-tax-concerns https://www.foxbusiness.com/real-estate/mark-zuckerberg-becomes-latest-california-billionaire-relocate-florida-amid-tax-concerns"  
[X Link](https://x.com/mszerencsy/status/2021308836947296707)  2026-02-10T19:42Z [----] followers, [--] engagements


"Mark Zuckerberg Buys '$150 Million' Mansion on Miami's Billionaire Bunker https://www.realtor.com/news/celebrity-real-estate/mark-zuckerberg-mansion-billionaire-bunker-florida-california-tax/ https://www.realtor.com/news/celebrity-real-estate/mark-zuckerberg-mansion-billionaire-bunker-florida-california-tax/"  
[X Link](https://x.com/mszerencsy/status/2021310011968831706)  2026-02-10T19:47Z [----] followers, [---] engagements


"Zillow's big win in the real estate listing wars will create big headaches for homebuyers https://www.msn.com/en-us/money/realestate/ar-AA1W2OG3 https://www.msn.com/en-us/money/realestate/ar-AA1W2OG3"  
[X Link](https://x.com/mszerencsy/status/2021351260377710625)  2026-02-10T22:31Z [----] followers, [--] engagements


"GoDaddy Inc. - American Dream Defined by Comfort Happiness and Freedom Say Small Business Owners in GoDaddy Study https://aboutus.godaddy.net/newsroom/news-releases/press-release-details/2023/American-Dream-Defined-by-Comfort-Happiness-and-Freedom-Say-Small-Business-Owners-in-GoDaddy-Study/default.aspx https://aboutus.godaddy.net/newsroom/news-releases/press-release-details/2023/American-Dream-Defined-by-Comfort-Happiness-and-Freedom-Say-Small-Business-Owners-in-GoDaddy-Study/default.aspx"  
[X Link](https://x.com/mszerencsy/status/1675980204844433408)  2023-07-03T21:29Z [----] followers, [--] engagements


"SpaceX NASA launch new ISS crew to end a month of skeleton staffing https://www.cnn.com/2026/02/13/science/spacex-crew-12-launch-nasa https://www.cnn.com/2026/02/13/science/spacex-crew-12-launch-nasa"  
[X Link](https://x.com/mszerencsy/status/2022291557831876713)  2026-02-13T12:47Z [----] followers, [--] engagements


"Great work @DappRadar Looks like you took my advice $eos $dapps #dappradar https://dappradar.com @DappRadar Love you site why arent you listing $eos dapps on your homepage The top apps are https://t.co/8zMglab6Jj based and your site doesnt make sense showing just ETH apps on homepage. You should show all Dapps that are crypto currency based. @rushingdallas @crypto_iwad https://dappradar.com @DappRadar Love you site why arent you listing $eos dapps on your homepage The top apps are https://t.co/8zMglab6Jj based and your site doesnt make sense showing just ETH apps on homepage. You should show"  
[X Link](https://x.com/mszerencsy/status/1081306326855229440)  2019-01-04T21:48Z [----] followers, [--] engagements


"The 315-Year-Old Science ExperimentThe Complete Guide to Mastering Chinese Dumplings at HomeHow Non-English Speakers Learn This Crazy Grammar Rule You Know But Never Heard OfThe Man Who Recorded Tamed and Then Sold Nature Sounds to AmericaThat One http://dlvr.it/RSt45b http://dlvr.it/RSt45b"  
[X Link](https://x.com/mszerencsy/status/1244861870458060800)  2020-03-31T05:39Z [----] followers, [--] engagements


"9 investors discuss hurdles opportunities and the impact of cloud vendors in enterprise data lakes #TC #batteryventures #CapitalG http://dlvr.it/Rsdl5k http://dlvr.it/Rsdl5k"  
[X Link](https://x.com/mszerencsy/status/1360623784915443715)  2021-02-13T16:16Z [----] followers, [--] engagements


"Norwest Venture Partners Lisa Wu to teach founders how to think like a VC at TC Early Stage #TC #earlystage #lisawu http://dlvr.it/RyJHj5 http://dlvr.it/RyJHj5"  
[X Link](https://x.com/mszerencsy/status/1385638620145483779)  2021-04-23T16:56Z [----] followers, [--] engagements


"Most active investor FJ Labs closes on $260M across two new funds #Venture #alibaba #Coupang http://dlvr.it/ShSSJ7 http://dlvr.it/ShSSJ7"  
[X Link](https://x.com/mszerencsy/status/1618501003195863040)  2023-01-26T06:48Z [----] followers, [--] engagements


"Apple Music [---] Best Albums https://100best.music.apple.com/us https://100best.music.apple.com/us"  
[X Link](https://x.com/mszerencsy/status/1793720181430030667)  2024-05-23T19:06Z [----] followers, [--] engagements


"Palantir Is Crushing Salesforce MongoDB And Snowflake In AI Revenue $pltr https://www.forbes.com/sites/bethkindig/2024/10/17/this-stock-is-crushing-salesforce-mongodb-and-snowflake-in-ai-revenue/ https://www.forbes.com/sites/bethkindig/2024/10/17/this-stock-is-crushing-salesforce-mongodb-and-snowflake-in-ai-revenue/"  
[X Link](https://x.com/mszerencsy/status/1847027222311284865)  2024-10-17T21:29Z [----] followers, [---] engagements


"Jim Simons' Renaissance Technologies Shifts Gears: Palantir $pltr is Top Holding Renaissance Technologies (Trades Portfolio) founded by Jim Simons in [----] is a pioneering quant hedge fund based in New York. Known for its advanced mathematical and statistical models the firm engages in systematic trading across global markets. https://twitter.com/i/web/status/1857173281541177534 https://twitter.com/i/web/status/1857173281541177534"  
[X Link](https://x.com/mszerencsy/status/1857173281541177534)  2024-11-14T21:26Z [----] followers, [---] engagements


"πŸ“’ Big News: $PLTR is Moving from NYSE to NASDAQ Heres What it Means 🧡"  
[X Link](https://x.com/mszerencsy/status/1857174412174180500)  2024-11-14T21:30Z [----] followers, [---] engagements


"1/ πŸš€ Why the Move Moving to NASDAQ often reflects a tech-focused strategy. NASDAQ has a strong tech reputation housing giants like $AAPL $MSFT and $TSLA. $PLTR may be aiming to align with these big names to attract more tech-focused investors"  
[X Link](https://x.com/mszerencsy/status/1857174414220988461)  2024-11-14T21:30Z [----] followers, [---] engagements


"2/ πŸ”Ž Better Visibility for $PLTR NASDAQ is known for innovation and growth stocks which could bring $PLTR greater visibility among growth-oriented investors and analysts in the tech space. πŸ“ˆ"  
[X Link](https://x.com/mszerencsy/status/1857174415479308648)  2024-11-14T21:30Z [----] followers, [---] engagements


"3/ πŸ’Έ Potential Liquidity Boost NASDAQ stocks generally experience higher trading volumes. With more liquidity $PLTR might see smoother trades possibly reducing bid-ask spreads and boosting overall stock efficiency. πŸ’°"  
[X Link](https://x.com/mszerencsy/status/1857174416830136576)  2024-11-14T21:31Z [----] followers, [---] engagements


"4/ πŸ“Š Inclusion in New Indexes NASDAQ opens up the possibility for inclusion in different ETFs and indexes making $PLTR more accessible to a broader range of funds. This could drive additional demand πŸ“ˆπŸ’Ό"  
[X Link](https://x.com/mszerencsy/status/1857174418255946155)  2024-11-14T21:31Z [----] followers, [---] engagements


"5/ πŸ’‘ A Strategic Move This switch isn't just about locationits about positioning. By aligning with the NASDAQ tech ecosystem $PLTR reinforces its role as a leading data analytics innovator in the market. πŸ–₯πŸ”"  
[X Link](https://x.com/mszerencsy/status/1857174419451383965)  2024-11-14T21:31Z [----] followers, [---] engagements


"6/ πŸ•Ή Investor Sentiment Shift Moving to NASDAQ could be seen as a fresh chapter possibly generating excitement or renewed interest from growth-focused investors. Keep an eye on potential volume spikes πŸ“Šβœ¨"  
[X Link](https://x.com/mszerencsy/status/1857174420726464821)  2024-11-14T21:31Z [----] followers, [--] engagements


"7/ 🌌 Long-term Effects In the long run the switch may contribute to higher institutional interest and enhance $PLTR's brand in the tech investment landscape but investors should stay tuned to see the real impact. πŸ“ˆ"  
[X Link](https://x.com/mszerencsy/status/1857174421925941389)  2024-11-14T21:31Z [----] followers, [---] engagements


"πŸ‘‰ What do you think about $PLTRs big move Will it pay off Lets discuss πŸ’¬πŸ‘‡ #PLTR #NASDAQ"  
[X Link](https://x.com/mszerencsy/status/1857174423163310156)  2024-11-14T21:31Z [----] followers, [---] engagements


"Why Software Is Eating the World Andreessen Horowitz https://a16z.com/why-software-is-eating-the-world/ https://a16z.com/why-software-is-eating-the-world/"  
[X Link](https://x.com/mszerencsy/status/1862140285678960954)  2024-11-28T14:23Z [----] followers, [--] engagements


"MagicBot at Work: Multi-Robot Collaboration in Action via @YouTube #optimus $tsla @ChrisCamillo @DumbMoneyTV https://youtu.be/ZEjrXkSI60Msi=kuIKTfikRpUfdhAQ https://youtu.be/ZEjrXkSI60Msi=kuIKTfikRpUfdhAQ"  
[X Link](https://x.com/mszerencsy/status/1868163153022054787)  2024-12-15T05:16Z [----] followers, [--] engagements


"πŸš€ Why $BBAI is the next $PLTR A Thread 🧡 1/6 πŸ’₯ $BBAI just landed a MAJOR Department of Defense contract The DoD's Chief Digital and AI Office (CDAO) awarded $BBAI a contract to enhance its Virtual Anticipation Network (VANE) an AI system that predicts foreign adversary activities. This is a HUGE validation for $BBAI in the defense AI space"  
[X Link](https://x.com/anyuser/status/1887887628449546383)  2025-02-07T15:34Z [----] followers, 36.6K engagements


"πŸš€ $RBRK is a SLEEPING GIANT. This ransomware-fighting data security powerhouse just crossed $1B in recurring revenue growing 38% YoY and is leading the charge in stopping ransomware DEAD in its tracks. This is the next big cybersecurity play. Here's why: πŸ§΅πŸ‘‡"  
[X Link](https://x.com/anyuser/status/1890092478243684648)  2025-02-13T17:35Z [----] followers, [----] engagements


"1/ Ransomware is a $30B+ Problem πŸ’€ 70% of reported cyberattacks in [----] were ransomware-related. 317M+ ransomware attempts last year alone. The average ransom payment Over $1.5M per incident. The real cost Businesses lose weeks of productivity customer trust and millions in downtime. Rubrik $RBRK is here to END THIS"  
[X Link](https://x.com/mszerencsy/status/1890092480403472637)  2025-02-13T17:35Z [----] followers, [--] engagements


"2/ What Makes Rubrik Different πŸ” Most "backup" solutions still get encrypted by ransomwareleaving companies no choice but to pay up. Rubriks solution βœ… Immutable backups (cant be changed or deleted by hackers) βœ… Zero Trust Data Security (no one not even admins can alter data) βœ… AI-driven anomaly detection (stops attacks before they spread) NO RANSOM REQUIRED. EVER. πŸš€"  
[X Link](https://x.com/mszerencsy/status/1890092482408386949)  2025-02-13T17:35Z [----] followers, [--] engagements


"6/ Notable Ransomware Recovery Success Stories 🦾 πŸ“Œ Yuba County - [---] servers encrypted. Recovered 100% of data in [--] days. πŸ“Œ Langs Building Supplies - Avoided a $15M ransom by recovering everything within [--] hours. πŸ“Œ City of Durham - [---] services fully restored in [--] hours after an attack. These are companies that could have been ruined but Rubrik saved them"  
[X Link](https://x.com/mszerencsy/status/1890092490021130501)  2025-02-13T17:35Z [----] followers, [--] engagements


"7/ Rubrik vs. Traditional Backups: Why Theyre THE Leader Other backup solutions ❌ Still vulnerable to ransomware. Rubrik βœ… Zero Trust AI-driven immutablemeaning NO PAYOUTS NO DOWNTIME. Their closest competitors Veeam Cohesity but neither offers the full-stack Zero Trust architecture like Rubrik"  
[X Link](https://x.com/mszerencsy/status/1890092492395278741)  2025-02-13T17:35Z [----] followers, [--] engagements


"Ethereum Community Slams Rollback Proposal after Massive Bybit Hack $eth #eth https://www.tipranks.com/news/ethereum-community-slams-rollback-proposal-after-massive-bybit-hack https://www.tipranks.com/news/ethereum-community-slams-rollback-proposal-after-massive-bybit-hack"  
[X Link](https://x.com/mszerencsy/status/1894225456393523337)  2025-02-25T03:18Z [----] followers, [--] engagements


"6/ For investors the present market drawdown might present a strategic opportunity: Accumulation Phase: Historically periods of decline have been followed by growth suggesting potential benefits for those who accumulate during dips. Diversification: Allocating a portion of portfolios to Bitcoin during downturns could enhance long-term returns"  
[X Link](https://x.com/mszerencsy/status/1894849372002644134)  2025-02-26T20:37Z [----] followers, [--] engagements


"7/ Its crucial to approach this with caution: Risk Assessment: Ensure that any investment aligns with your risk tolerance and financial goals. Stay Informed: Continuously monitor market developments and adjust strategies accordingly"  
[X Link](https://x.com/mszerencsy/status/1894849373429026933)  2025-02-26T20:37Z [----] followers, [--] engagements


"🧡 Why $CRSR (Corsair) Could Be a Sleeper AI Hardware Play 1/ Everyones talking AI software but the real breakout may come from localized AI hardwareand Corsair is sitting right in the middle of it. #CRSR #AI #EdgeComputing"  
[X Link](https://x.com/mszerencsy/status/1932824783357456406)  2025-06-11T15:38Z [----] followers, [---] engagements


"The nations electrical power grid will be unable to meet expected demand for AI data centers manufacturing and industrialization while keeping the cost of living low for all Americans. The Department of Energy July 7th 2025; in the same report it warned the risk of power outages could rise [---] times by [----] (as quoted by Gavekal Research) $iren $grid"  
[X Link](https://x.com/mszerencsy/status/1950955721656316058)  2025-07-31T16:24Z [----] followers, [---] engagements


"Big Techs trillion-dollar market cap club could have a new member $pltr in the next few years Dan Ives says @DivesTech Palantir is on its way to becoming a trillion-dollar company according to prominent tech bull Dan Ives. The AI companys stock has surged more than 140% since the beginning of the year. Earnings beats lucrative military contracts and the firms CEO boasting about crazy efficient revolution in terms of growing revenue while downsizing headcount have all helped build buzz around the firm. The firms shares popped 7.85% on Tuesday after it reported $1 billion quarterly revenues for"  
[X Link](https://x.com/mszerencsy/status/1953820598297043249)  2025-08-08T14:08Z [----] followers, [---] engagements


"1/ πŸš€ IonQ just got clearance for its $1.075B takeover of Oxford Ionics. This is more than an acquisition its a leap toward 10K qubits and beyond. $ionq"  
[X Link](https://x.com/mszerencsy/status/1967671868686811217)  2025-09-15T19:28Z [----] followers, [---] engagements


"4/ CEO Niccolo de Masi: the acquisition accelerates IonQs roadmap to 10K qubits this decade on the way to millions of physical qubits and 80K logical qubits by 2030"  
[X Link](https://x.com/mszerencsy/status/1967671874374209837)  2025-09-15T19:28Z [----] followers, [--] engagements


"5/ Structure: $1.065B in IonQ stock + $10M cash. A massive bet on scaling but also a clear signal theyre confident in the tech"  
[X Link](https://x.com/mszerencsy/status/1967671875917713556)  2025-09-15T19:28Z [----] followers, [--] engagements


"1/ πŸŽ₯ The future of entertainment isnt on a flat screen. Its in a living breathing [---] world. Thats $SPHR"  
[X Link](https://x.com/mszerencsy/status/1968374651085799702)  2025-09-17T18:01Z [----] followers, [---] engagements


"3/ Every act that plays The Sphere goes viral. πŸš€ U2 Phish Post Malone the visuals dominate timelines worldwide. Artists want to play here fans need to see it"  
[X Link](https://x.com/mszerencsy/status/1968374655045222443)  2025-09-17T18:01Z [----] followers, [--] engagements


"4/ Think bigger than concerts movies esports live sports global events. $SPHR is redefining what it means to go out"  
[X Link](https://x.com/mszerencsy/status/1968374656613892146)  2025-09-17T18:01Z [----] followers, [---] engagements


"5/ Theres only one Sphere in Vegas today but imagine the blueprint rolled out in NYC London Tokyo. 🌍 The global potential is massive"  
[X Link](https://x.com/mszerencsy/status/1968374658362945932)  2025-09-17T18:01Z [----] followers, [--] engagements


"6/ $SPHR isnt just a company. Its a movement to own the future of live experiences. Entertainment re-engineered"  
[X Link](https://x.com/mszerencsy/status/1968374659910615497)  2025-09-17T18:01Z [----] followers, [---] engagements


"1/ 🧡 Big idea: Kraken Robotics $KRKNF is becoming the underwater tech supplier for the new autonomous-navy era high-end synthetic aperture sonar + SeaPower batteries = infrastructure Anduril-style primes need"  
[X Link](https://x.com/anyuser/status/1975523876877611458)  2025-10-07T11:29Z [----] followers, [----] engagements


"1/ 🚨 $KRKNF is the only way for public investors to get exposure to Anduril the $28B defense-tech unicorn founded by Palmer Luckey. Kraken Robotics acts like a call option on Andurils innovation and ramp-up success. πŸ§΅πŸ‘‡"  
[X Link](https://x.com/anyuser/status/1975901437654954282)  2025-10-08T12:29Z [----] followers, [----] engagements


"2/ Anduril specializes in autonomous defense systems land air and sea and has built a cult-like following similar to $PLTR. But heres the catch: Anduril is private. You cant buy it unless you buy $KRKNF"  
[X Link](https://x.com/mszerencsy/status/1975901440024678639)  2025-10-08T12:29Z [----] followers, [---] engagements


"3/ Kraken Robotics $KRKNF is Andurils main battery supplier for its underwater vehicles (Dive-LD and Dive-XL). No other public company has a relationship with Anduril this close. That makes Kraken the only proxy play for Andurils growth. ⚑"  
[X Link](https://x.com/mszerencsy/status/1975901441824051304)  2025-10-08T12:29Z [----] followers, [---] engagements


"4/ For accredited investors getting into Anduril directly is tough. But for retail Kraken $KRKNF gives you that exposure a rare chance to benefit by proxy from Andurils growth curve. This is like owning early Palantir but in underwater defense robotics. 🌊"  
[X Link](https://x.com/mszerencsy/status/1975901443917041863)  2025-10-08T12:29Z [----] followers, [---] engagements


"5/ Krakens success is tied to Andurils production ramp upcoming orders and the wider XL-AUV supertrend. Every new Anduril contract potentially scales Krakens battery demand a multiplier effect most of Wall Street hasnt priced in yet. $KRKNF"  
[X Link](https://x.com/mszerencsy/status/1975901445598974367)  2025-10-08T12:29Z [----] followers, [---] engagements


"6/ And with Palmer Luckey saying an Anduril IPO isnt imminent Kraken becomes the only public path to ride Andurils rise right now. That makes $KRKNF not just a defense play Its a strategic asymmetric bet on the future of autonomous military systems"  
[X Link](https://x.com/mszerencsy/status/1975901447524085923)  2025-10-08T12:29Z [----] followers, [---] engagements


"7/ TL;DR: βœ… Exclusive Anduril partner βœ… Exposure to the $28B defense-tech giant βœ… No direct IPO access yet βœ… Undervalued small-cap with Palantir-like upside $KRKNF = The stealth Anduril proxy trade the markets sleeping on. πŸ¦‘βš”"  
[X Link](https://x.com/mszerencsy/status/1975901449289924770)  2025-10-08T12:29Z [----] followers, [---] engagements


"@michaelsikand Curious how you get the $40 PT Would be nice to explain it in a seperate tweet so people can see how undervalued it is"  
[X Link](https://x.com/mszerencsy/status/1975967157780611322)  2025-10-08T16:50Z [----] followers, [---] engagements


"🧡 $CLSK The Next Phase Begins: CleanSpark Is No Longer Just a Bitcoin Miner" @CleanSpark_Inc [--] Cantor just dropped a bombshell note CleanSpark ($CLSK) is gearing up to diversify into AI/HPC. The shift is massive. The global HPC market = $57B (2024) projected $87B (2030) at 7.2% CAGR. Bitcoin mining is cyclical. HPC demand is secular. This pivot changes everything"  
[X Link](https://x.com/anyuser/status/1976400315168563226)  2025-10-09T21:32Z [----] followers, 18.8K engagements


"🧡 1/ Quantums Next Big Name Why $CCCX / Infleqtion Deserves Serious Attention Forget the buzz names in quantum. Theres a budding player Infleqtion (went public via $CCCX) quietly building real commercial traction deep technical chops and elite partnerships. Lets talk about why this one could be the next major quantum breakout"  
[X Link](https://x.com/anyuser/status/1976468131066569094)  2025-10-10T02:01Z [----] followers, [----] engagements


"2/ What Is Infleqtion and Whats the $CCCX Deal Infleqtion is a neutral-atom quantum tech company building both quantum computers and quantum sensors. In Sept [----] it announced a definitive merger with Churchill Capital Corp X ($CCCX) at a $1.8 billion pre-money valuation. The deakl could raise more than $540 million+ in cash and PIPE funding to scale operations. After closing it will trade as $INFQ giving investors direct exposure to a real revenue-producing quantum company. This is an early-stage opportunity hiding in plain sight"  
[X Link](https://x.com/mszerencsy/status/1976468134191100066)  2025-10-10T02:01Z [----] followers, [---] engagements


"4/ The Partnerships Are Massive for $CCCX Infleqtion isnt building alone. Its ecosystem is impressive: NVIDIA $NVDA featured by NVIDIA in CUDA-Q blogs GTC demos and developer content. Thats a huge validator. U.S. Department of Defense ties into national-security and navigation programs using Infleqtions sensing tech. NASA its components were used in the Cold Atom Lab aboard the ISS. Silicon Light Machines October [----] partnership to integrate DPM MEMS tech into Infleqtions atom systems unlocking higher performance. Collaborations with quantum labs and aerospace projects in Illinois the U.K."  
[X Link](https://x.com/mszerencsy/status/1976468138729337195)  2025-10-10T02:01Z [----] followers, [---] engagements


"5/ Why the Market Is Missing This Heres where the asymmetry lies πŸ‘‡ $CCCX current market cap is dramatically lower than most quantum peers despite stronger fundamentals. Compare it to Rigetti $RGTI or IonQ $IONQ: Infleqtion already has revenue and DoD contracts yet trades at a fraction of their valuations. SPAC stigma keeps valuations compressed but thats an opportunity for early believers. Most quantum names are pure R&D plays. Infleqtion has two revenue tracks: Quantum computing (medium-term upside) Quantum sensing & navigation (near-term commercialization). The market hasnt priced that"  
[X Link](https://x.com/mszerencsy/status/1976468140893597984)  2025-10-10T02:01Z [----] followers, [---] engagements


"πŸš€ Thread: $NKLR The Next $OKLO Youve Never Heard Of 1/ While everyones chasing $OKLO at a $16B valuation a new nuclear disruptor is quietly emerging. Meet $NKLR (Terra Innovatum) the next-generation small modular reactor (SMR) company set to go commercial by [----]. Still completely under the radar. πŸ‘€"  
[X Link](https://x.com/anyuser/status/1976666040198168676)  2025-10-10T15:08Z [----] followers, [----] engagements


"2/ $NKLR just merged with GSR III Acquisition Corp ($GSRT) valuing the combined company at $475M thats 1/30th of $OKLOs market cap. And just like $OKLO in its early days its building scalable factory-built nuclear micro-reactors that redefine clean power.⚑"  
[X Link](https://x.com/mszerencsy/status/1976666042916384875)  2025-10-10T15:08Z [----] followers, [---] engagements


"8/ Even Goldman Sachs (6.9%) and Barclays (5.04%) are early backers of $NKLR. Smart moneys sniffing this one out while retails still asleep. πŸ’€ Remember $OKLO s run started quietly too"  
[X Link](https://x.com/mszerencsy/status/1976666057080467906)  2025-10-10T15:08Z [----] followers, [---] engagements


"9/Lets talk timing. $NKLR expects commercial rollout around [--------] right when global SMR demand hits an inflection point driven by: βœ… AI-powered data centers βœ… Defense & energy security βœ… Decarbonization mandates The SMR market is forecast to explode from $160M multi-billion by [----]. 🌍"  
[X Link](https://x.com/mszerencsy/status/1976666058900590610)  2025-10-10T15:08Z [----] followers, [---] engagements


"10/Compare valuations: $OKLO: $16B $SMR (NuScale): $5B $HOND (Terrestrial Energy): $925M upcoming $NKLR: $475M pre-commercial. Not based on todays market opening. If it executes even half as well as $OKLO did youre looking at 10x20x upside potential from todays"  
[X Link](https://x.com/mszerencsy/status/1976666060314337698)  2025-10-10T15:08Z [----] followers, [---] engagements


"12/Nuclear is the future. But micro-modular nuclear thats the next leap. With factory-built SOLO reactors and a [----] horizon $NKLR could be the next name to ignite the nuclear bull cycle. Under the radar now. Not for long. βš›πŸš€"  
[X Link](https://x.com/mszerencsy/status/1976666065100009783)  2025-10-10T15:08Z [----] followers, [---] engagements


"Final Thought: $OKLO was the proof of concept. $NKLR is the stealth sequel smaller cap stronger tech real traction. By the time the market wakes up it wont be a $475M company anymore"  
[X Link](https://x.com/mszerencsy/status/1976666066660237522)  2025-10-10T15:08Z [----] followers, [---] engagements


"5/ πŸ’‘ Naval Ravikant @naval summed it up perfectly: Bitcoin is insurance against fiat. Zcash is insurance against Bitcoin. When Naval speaks the smartest capital listens. That quote reframed $ZEC not as an altcoin but as the privacy layer of crypto itself"  
[X Link](https://x.com/mszerencsy/status/1977773985296240728)  2025-10-13T16:30Z [----] followers, [---] engagements


"6/ πŸ› Institutions are now positioning. Grayscales $ZCSH Trust (the Grayscale Zcash Trust) gives accredited investors exposure to $ZEC through regulated channels. Its managed by Barry Silberts Digital Currency Group (DCG) the same group behind Grayscales $GBTC and $ETHE products. Translation: Wall Street is quietly accumulating privacy"  
[X Link](https://x.com/mszerencsy/status/1977773987351441464)  2025-10-13T16:30Z [----] followers, [---] engagements


"9/ πŸ“Š Upside math: If $ZEC simply reclaims 10% of its former high thats a 5-10x move from here. If it regains full narrative dominance during a privacy-driven bull cycle triple-digit ROI isnt fantasy its math"  
[X Link](https://x.com/mszerencsy/status/1977773994334982605)  2025-10-13T16:30Z [----] followers, [--] engagements


"10/ πŸ” What to watch next: Continued spike in $ZEC on-chain volume New inflows into Grayscales $ZCSH Trust Mentions from macro voices like Naval Ravikant Barry Silbert and other OGs Increased shielded transaction share (privacy usage %) Renewed media coverage on the Privacy comeback narrative"  
[X Link](https://x.com/mszerencsy/status/1977773995651993998)  2025-10-13T16:30Z [----] followers, [---] engagements


"1/ 🧡 $SLNH is quietly becoming one of the most explosive AI infrastructure plays in the market. Once a green-energy crypto miner Soluna is now transforming into a renewable-powered AI + HPC data center company. The story is just beginning. 🧡"  
[X Link](https://x.com/anyuser/status/1978527046142677357)  2025-10-15T18:23Z [----] followers, 13.7K engagements


"2/ ⚑ What makes $SLNH different: Soluna builds modular data centers right next to renewable energy projects to capture wasted or spilled power. Theyre literally turning excess clean energy into high-margin compute for AI Bitcoin and cloud clients"  
[X Link](https://x.com/mszerencsy/status/1978527048462139441)  2025-10-15T18:23Z [----] followers, [----] engagements


"3/ πŸ’‘ The AI pivot is here. Soluna has partnered with Hewlett Packard Enterprise (HPE) to deploy GPU/AI cloud services using NVIDIA H100s. $SLNH $HPE Its new CloudCo division is entering the AI compute leasing market one of the fastest-growing sectors globally"  
[X Link](https://x.com/mszerencsy/status/1978527050043392240)  2025-10-15T18:23Z [----] followers, [----] engagements


"7/ 🧠 The $IREN comparison: $IREN is the established leader in AI-powered data centers and GPU infrastructure. $SLNH is the early-stage disruptor with a fraction of the market cap and massive asymmetry if its projects scale. Think of $IREN as the blueprint and $SLNH as the next potential breakout following that same trajectory"  
[X Link](https://x.com/mszerencsy/status/1978527057651904915)  2025-10-15T18:23Z [----] followers, [---] engagements


"8/ πŸš€ The setup for $SLNH: Nasdaq compliance regained βœ… $HPE partnership in place βœ… [---] GW of potential capacity βœ… AI & HPC buildout underway βœ… All thats left is execution and the market is just starting to wake up"  
[X Link](https://x.com/mszerencsy/status/1978527058943733986)  2025-10-15T18:23Z [----] followers, [----] engagements


"$SLNH might be the most undervalued AI infrastructure stock in the entire market. At a $150M market cap Soluna controls a [---] GW pipeline of clean renewable-powered data centers built for AI + HPC compute. Now heres the kickerπŸ‘‡ $NVDA just paid $40 B for [--] GW of data-center capacity thats about $8 B per GW. By comparison Solunas [---] GW pipeline if even partially built could represent tens of billions in potential value. Yet the market values it like a rounding error. They already have [--] GW built or under construction a $100 M credit facility secured and a new AI GPU hosting partnership with"  
[X Link](https://x.com/anyuser/status/1978544189723013198)  2025-10-15T19:31Z [----] followers, 38.3K engagements


"1/ 🌞⚑Soluna $SLNH is quietly building one of the most undervalued AI + Bitcoin energy plays on the market. Theyre turning wasted renewable energy into computing power a trillion-dollar convergence few see coming. πŸ§΅πŸ‘‡"  
[X Link](https://x.com/mszerencsy/status/1978803535220290047)  2025-10-16T12:41Z [----] followers, [---] engagements


"Melania Trump's Crypto Architects Accused Of Fraud - Barron's https://www.barrons.com/news/melania-trump-s-crypto-architects-accused-of-fraud-7e4e62bd https://www.barrons.com/news/melania-trump-s-crypto-architects-accused-of-fraud-7e4e62bd"  
[X Link](https://x.com/mszerencsy/status/1980805091264225461)  2025-10-22T01:15Z [----] followers, [---] engagements


"North Korean hackers unleash unstoppable crypto malwareexperts warn of unprecedented blockchain attacks - https://chronik.fr/1795-north-korean-hackers-unleash-unstoppable-crypto-malware-experts-warn-of-unprecedented-blockchain-attacks/ http://chronik.fr https://chronik.fr/1795-north-korean-hackers-unleash-unstoppable-crypto-malware-experts-warn-of-unprecedented-blockchain-attacks/ http://chronik.fr"  
[X Link](https://x.com/mszerencsy/status/1981171700289974351)  2025-10-23T01:31Z [----] followers, [---] engagements


"Tesla is stumped on how to engineer this Optimus part but they're close $tsla https://www.teslarati.com/tesla-stumped-on-how-engineer-this-optimus-part-but-theyre-close/ https://www.teslarati.com/tesla-stumped-on-how-engineer-this-optimus-part-but-theyre-close/"  
[X Link](https://x.com/mszerencsy/status/1981455639248589109)  2025-10-23T20:20Z [----] followers, [---] engagements


"2/ 🧠 Since [----] Microsoft has committed $13 billion to OpenAI (initial $1 billion + follow-on) and has exclusive commercialization rights in many key areas. $MSFT"  
[X Link](https://x.com/mszerencsy/status/1982821215841517813)  2025-10-27T14:46Z [----] followers, [--] engagements


"3/ πŸ“Š Now OpenAI is reportedly valued at $500 billion and restructuring to issue traditional shares. Analysts suggest Microsoft could secure a [--] % stake worth at least $150 billion. $MSFT"  
[X Link](https://x.com/mszerencsy/status/1982821217800216784)  2025-10-27T14:46Z [----] followers, [--] engagements


"8/ 🎯 Final word (tweet-style): $MSFT isnt just playing cloud-AI it may own the platform. The OpenAI stake is enormous under-seen and under-priced. If the IPO or equity issuance happens this is a rerating moment. Dont sleep on it. $MSFT"  
[X Link](https://x.com/mszerencsy/status/1982821225307963452)  2025-10-27T14:46Z [----] followers, [--] engagements


"9/ πŸ“° Related Breaking News on OpenAI IP Prospects : SoftBank Group has approved a $22.5 billion installment to complete its pledged $30 billion investment in OpenAI the funding is contingent on OpenAIs corporate restructuring a key step toward its IPO. https://www.reuters.com/business/media-telecom/softbank-approves-remaining-225-billion-openai-investment-information-reports-2025-10-25/utm_source=chatgpt.com https://www.reuters.com/business/media-telecom/softbank-approves-remaining-225-billion-openai-investment-information-reports-2025-10-25/utm_source=chatgpt.com"  
[X Link](https://x.com/mszerencsy/status/1982821858782138774)  2025-10-27T14:49Z [----] followers, [---] engagements


"1/ The Most Undervalued AI Cybersecurity Stock Nobodys Talking About πŸ”₯ $CRWD gets the spotlight. Palo Alto gets the institutions. But the real AI cybersecurity sleeper $S (SentinelOne). This ones still flying under the radar and that wont last long. πŸš€"  
[X Link](https://x.com/anyuser/status/1983196235403276303)  2025-10-28T15:36Z [----] followers, 11.1K engagements


"2/ The Setup: AI is eating the world. Every model endpoint and cloud environment needs protection. Thats where $S comes in. This isnt legacy security its AI-native defense built from the ground up to detect and respond automatically. πŸ§ βš”"  
[X Link](https://x.com/mszerencsy/status/1983196238041493913)  2025-10-28T15:36Z [----] followers, [---] engagements


"3/ $CRWD trades like it already owns the future. $CRWD = 20x sales multiple. $S = a fraction of that. Both serve the same core market: endpoint protection. Both use AI for threat detection. But $S is catching up fast and its still priced like its 2021"  
[X Link](https://x.com/mszerencsy/status/1983196239597547811)  2025-10-28T15:36Z [----] followers, [---] engagements


"4/ Growth tells the story: $S is posting 30-40% YoY revenue growth even in a tough macro. Gross margins improving. Losses shrinking. Its at the same inflection point $CRWD hit before it exploded 10x. πŸ“ˆ"  
[X Link](https://x.com/mszerencsy/status/1983196241195610447)  2025-10-28T15:36Z [----] followers, [---] engagements


"5/ AI is the new frontier of cybersecurity. Old systems depend on humans and static rules. $S s platform learns adapts and defends automatically. Thats not buzz thats scalability. As AI adoption grows AI-security demand grows even faster"  
[X Link](https://x.com/mszerencsy/status/1983196242953023543)  2025-10-28T15:36Z [----] followers, [---] engagements


"6/ Valuation disconnect is wild. $S s valuation is lower than many non-AI security names despite being one of the few truly AI-native plays in the space. Wall Street hasnt priced in the AI-security gold rush yet"  
[X Link](https://x.com/mszerencsy/status/1983196244689465616)  2025-10-28T15:36Z [----] followers, [---] engagements


"7/ Think about it: Data = the new gold. AI models = the new factories. Cybersecurity = the fence protecting both. $S is building that fence and teaching it to defend itself. πŸ’Ž"  
[X Link](https://x.com/mszerencsy/status/1983196246312661303)  2025-10-28T15:36Z [----] followers, [---] engagements


"8/ Hidden Gem Phase: Enterprise deals are ramping. Partnerships are growing. Government contracts expanding. This is the early accumulation zone before the herd wakes up"  
[X Link](https://x.com/mszerencsy/status/1983196247881404467)  2025-10-28T15:36Z [----] followers, [---] engagements


"9/ TL;DR: $S is: βœ… AI-native cybersecurity platform βœ… Growing fast with improving fundamentals βœ… Trading way below $CRWDs multiples βœ… Positioned for the AI-security supercycle"  
[X Link](https://x.com/mszerencsy/status/1983196249525555462)  2025-10-28T15:36Z [----] followers, [---] engagements


"10/ When the market finally connects the dots $S wont be undervalued for long. Underestimated. Underowned. Underpriced. Thats the recipe for a monster move. πŸš€"  
[X Link](https://x.com/mszerencsy/status/1983196251102572961)  2025-10-28T15:36Z [----] followers, [---] engagements


"1/ 🚨 Most people still think $LUMN is just an old telecom. Theyre missing the plot. Lumen is quietly becoming the physical nervous system of the AI economy. A once-in-a-generation infrastructure play hiding in plain sight. πŸ‘‡"  
[X Link](https://x.com/anyuser/status/1984338914560393551)  2025-10-31T19:17Z [----] followers, 10.7K engagements


"2/ $LUMN is rolling out [--] million new fiber miles by [----]. Thats the connective tissue for every AI model data center and cloud cluster in America. Latency down. Bandwidth up. Its building the rails for AI the same way $AMZN built the rails for e-commerce"  
[X Link](https://x.com/mszerencsy/status/1984338917261267396)  2025-10-31T19:17Z [----] followers, [---] engagements


"3/ Theyre not just laying fiber theyre building an intelligent programmable network. Their Network-as-a-Service (NaaS) platform lets enterprises spin up connectivity like AWS spins up compute. This is cloud-like connectivity software-defined bandwidth on demand. $LUMN"  
[X Link](https://x.com/mszerencsy/status/1984338918557270243)  2025-10-31T19:17Z [----] followers, [---] engagements


"4/ Then came the $PLTR $LUMN partnership a massive validation. Palantirs Foundry + AIP will run directly on Lumens new digital network fabric. AI + network = seamless real-time data infrastructure. You cant replicate this overnight. Its a moat built in glass and code"  
[X Link](https://x.com/mszerencsy/status/1984338919962661162)  2025-10-31T19:17Z [----] followers, [---] engagements


"5/ Financially $LUMN just offloaded declining assets refinanced debt and is guiding for $1.2B$1.4B in FCF for FY25. For a company trading under [--] sales thats insane asymmetry. Legacy stigma priced in. AI upside not even close to priced in"  
[X Link](https://x.com/mszerencsy/status/1984338922382745951)  2025-10-31T19:17Z [----] followers, [---] engagements


"6/Market cap: $11B Revenue: $12.8B EV/EBITDA: [---] vs [--] tech sector median. The market still values Lumen like a dying telco. But its quietly morphing into the control layer of AI connectivity. This rerate could be violent. ⚑"  
[X Link](https://x.com/mszerencsy/status/1984338923707850936)  2025-10-31T19:17Z [----] followers, [---] engagements


"7/ Think of $LUMN as the underground $NVDA the invisible infrastructure making AI possible. NVDA powers the brains. LUMN powers the nervous system. Both are essential. Only one is priced for extinction"  
[X Link](https://x.com/mszerencsy/status/1984338925067149738)  2025-10-31T19:17Z [----] followers, [---] engagements


"@CoryTV @DrillDownPod Fantastic coverage of $LUMN keep us updated"  
[X Link](https://x.com/mszerencsy/status/1984350808868299193)  2025-10-31T20:04Z [----] followers, [--] engagements


"Super impressive partnership with $pltr and $lumn $PLTR Palantir CEO Alex Karp on the multi-year multi-million-dollar strategic partnership with Lumen: "We are helping companies move faster than you can imagine and help them save money at the same time. People are seeing the value of ontology." https://t.co/wINBvwukao $PLTR Palantir CEO Alex Karp on the multi-year multi-million-dollar strategic partnership with Lumen: "We are helping companies move faster than you can imagine and help them save money at the same time. People are seeing the value of ontology." https://t.co/wINBvwukao"  
[X Link](https://x.com/mszerencsy/status/1985088346121441360)  2025-11-02T20:55Z [----] followers, [---] engagements


"Is Palantir Wall Street's Next Stock Split $pltr https://www.fool.com/investing/2025/11/02/is-palantir-wall-streets-next-stock-split/ https://www.fool.com/investing/2025/11/02/is-palantir-wall-streets-next-stock-split/"  
[X Link](https://x.com/mszerencsy/status/1985149083678314543)  2025-11-03T00:56Z [----] followers, [---] engagements


"Alex Karp blasts Big Short investor Michael Burry as bats--- crazy for bets against Palantir Nvidia"  
[X Link](https://x.com/mszerencsy/status/1985714194948190378)  2025-11-04T14:22Z [----] followers, [---] engagements


"$zec Trading $508 on Gemini. Very little supply on exchanges"  
[X Link](https://x.com/mszerencsy/status/1986161489108234405)  2025-11-05T19:59Z [----] followers, [--] engagements


"Researchers "Embodied" an LLM Into a Robot Vacuum and It Suffered an Existential Crisis Thinking About Its Role in the World https://futurism.com/artificial-intelligence/llm-robot-vacuum-existential-crisis https://futurism.com/artificial-intelligence/llm-robot-vacuum-existential-crisis"  
[X Link](https://x.com/mszerencsy/status/1987225175948206185)  2025-11-08T18:26Z [----] followers, [---] engagements


"Explore new ways to plan and book travel with AI in Search https://blog.google/products/search/agentic-plans-booking-travel-canvas-ai-mode/ https://blog.google/products/search/agentic-plans-booking-travel-canvas-ai-mode/"  
[X Link](https://x.com/mszerencsy/status/1990871223098880053)  2025-11-18T19:54Z [----] followers, [--] engagements


"Rare Klimt painting Portrait of Elisabeth Lederer smashes auction records at $236.4 million CNN https://www.cnn.com/2025/11/18/style/sothebys-klimt-cattelan-sales https://www.cnn.com/2025/11/18/style/sothebys-klimt-cattelan-sales"  
[X Link](https://x.com/mszerencsy/status/1991303680327389310)  2025-11-20T00:32Z [----] followers, [---] engagements


"Palo Alto Networks to Acquire Observability Platform https://www.pymnts.com/acquisitions/2025/after-cloudflare-outage-palo-alto-networks-moves-to-acquire-observability-platform-for-3-35-billion https://www.pymnts.com/acquisitions/2025/after-cloudflare-outage-palo-alto-networks-moves-to-acquire-observability-platform-for-3-35-billion"  
[X Link](https://x.com/mszerencsy/status/1993080278068101584)  2025-11-24T22:12Z [----] followers, [---] engagements


"Generative UI from Gemini [--] Pro https://www.uxtigers.com/post/generative-ui-google https://www.uxtigers.com/post/generative-ui-google"  
[X Link](https://x.com/mszerencsy/status/1993312853491585429)  2025-11-25T13:36Z [----] followers, [--] engagements


"Kalshi Teams Up With Barchart To Scale Prediction Market Data Adoption https://www.barchart.com/solutions/press-releases/kalshi-teams-up-with-barchart-to-scale-prediction-market-data-adoption https://www.barchart.com/solutions/press-releases/kalshi-teams-up-with-barchart-to-scale-prediction-market-data-adoption"  
[X Link](https://x.com/mszerencsy/status/1993330637827178869)  2025-11-25T14:47Z [----] followers, [--] engagements


"Artificial Intelligencer: How Google is borrowing Nvidias playbook $nvda $goog https://www.reuters.com/technology/artificial-intelligence/artificial-intelligencer-how-google-is-borrowing-nvidias-playbook-2025-11-27/ https://www.reuters.com/technology/artificial-intelligence/artificial-intelligencer-how-google-is-borrowing-nvidias-playbook-2025-11-27/"  
[X Link](https://x.com/mszerencsy/status/1994140437204906287)  2025-11-27T20:25Z [----] followers, [---] engagements


"LeBron Jamess scoring streak was older than the iPhone. It ended with a pass. https://www.msn.com/en-us/sports/basketball/lebron-james-s-scoring-streak-was-older-than-the-iphone-it-finally-ended/ar-AA1RMmoi https://www.msn.com/en-us/sports/basketball/lebron-james-s-scoring-streak-was-older-than-the-iphone-it-finally-ended/ar-AA1RMmoi"  
[X Link](https://x.com/mszerencsy/status/1996972727203180638)  2025-12-05T15:59Z [----] followers, [--] engagements


"Coinbase Unveils Prediction Markets Stock Trading and Solana DeFi Integration - Decrypt https://decrypt.co/352800/coinbase-unveils-prediction-markets-stock-trading-solana-defi-integration https://decrypt.co/352800/coinbase-unveils-prediction-markets-stock-trading-solana-defi-integration"  
[X Link](https://x.com/mszerencsy/status/2001454671471247624)  2025-12-18T00:49Z [----] followers, [--] engagements


"1/ Lets talk $CSTM Constellium SE and why aluminum is quietly setting up for a powerful multi-year move. This is one of those trades where the macro and the company fundamentals are finally lining up"  
[X Link](https://x.com/mszerencsy/status/2003517761558053368)  2025-12-23T17:27Z [----] followers, [---] engagements


"6/ Constelliums exposure to EV battery enclosures and lightweight auto structures gives it leverage to long-term demand trends that are still early innings"  
[X Link](https://x.com/mszerencsy/status/2003517771531833625)  2025-12-23T17:27Z [----] followers, [--] engagements


"7/ This is where $AA Alcoa comes in. $AA is the global bellwether for aluminum pricing. When aluminum spreads improve it shows up in Alcoa first"  
[X Link](https://x.com/mszerencsy/status/2003517773591548262)  2025-12-23T17:27Z [----] followers, [--] engagements


"8/ Strength in $AA confirms the macro backdrop. $CSTM then benefits with operating leverage through value-added products and tighter supply chains"  
[X Link](https://x.com/mszerencsy/status/2003517775646720244)  2025-12-23T17:27Z [----] followers, [--] engagements


"10/ The market still treats aluminum like a short-cycle trade. Thats the mistake. This is increasingly a structural materials story tied to electrification and re-industrialization"  
[X Link](https://x.com/mszerencsy/status/2003517780172353786)  2025-12-23T17:27Z [----] followers, [--] engagements


"11/ $CSTM offers asymmetric upside if aluminum prices stay firm while demand accelerates. $AA validates the pricing environment. Together they frame a compelling aluminum thesis"  
[X Link](https://x.com/mszerencsy/status/2003517781816541456)  2025-12-23T17:27Z [----] followers, [--] engagements


"The Banks and the Silver Surge: Rumors vs. Reality Disruption Banking https://www.disruptionbanking.com/2025/12/29/the-banks-and-the-silver-surge-rumors-vs-reality/ https://www.disruptionbanking.com/2025/12/29/the-banks-and-the-silver-surge-rumors-vs-reality/"  
[X Link](https://x.com/mszerencsy/status/2005732015757197474)  2025-12-29T20:05Z [----] followers, [--] engagements


"Googles Apple deal is a major seal of approval for Gemini and a sure sign it's beginning to pull ahead of OpenAI in the AI race IT Pro https://www.itpro.com/technology/artificial-intelligence/googles-apple-deal-is-a-major-seal-of-approval-for-gemini-and-a-sure-sign-its-beginning-to-pull-ahead-of-openai-in-the-ai-race https://www.itpro.com/technology/artificial-intelligence/googles-apple-deal-is-a-major-seal-of-approval-for-gemini-and-a-sure-sign-its-beginning-to-pull-ahead-of-openai-in-the-ai-race"  
[X Link](https://x.com/mszerencsy/status/2011047189313626487)  2026-01-13T12:06Z [----] followers, [--] engagements


"8/ Why MRAM beats Flash and SRAM here: Flash problems: Slow writes Limited endurance Needs refresh Fails at high temps SRAM problems: Volatile High power draw Loses state on reset Expensive per bit MRAM solves both"  
[X Link](https://x.com/mszerencsy/status/2014072961905422615)  2026-01-21T20:29Z [----] followers, [---] engagements


"9/ Embedded MRAM (eMRAM) is the next unlock. Instead of external Flash or SRAM: SoCs integrate MRAM directly on chip. That means: Faster boot Lower power Smaller BOM Higher reliability Foundries are enabling it. Everspin Technologies ($MRAM) already has the IP"  
[X Link](https://x.com/mszerencsy/status/2014072963247546869)  2026-01-21T20:29Z [----] followers, [---] engagements


"10/ This is the same adoption curve NAND had in the 1990s. Phase 1: Niche expensive mission-critical Phase 2: Industrial + automotive Phase 3: Embedded everywhere Phase 4: Broad replacement of legacy memory We are in Phase [--] moving into Phase 3"  
[X Link](https://x.com/mszerencsy/status/2014072964564627920)  2026-01-21T20:29Z [----] followers, [---] engagements


"Heres what most people miss: MRAM doesnt have to replace DRAM or NAND to be massive. It only needs to own: Persistent cache Configuration memory Event logs Firmware storage Always-on edge memory Safety-critical state memory Those segments alone are multi-billion dollar markets. https://twitter.com/i/web/status/2014072966078755134 https://twitter.com/i/web/status/2014072966078755134"  
[X Link](https://x.com/mszerencsy/status/2014072966078755134)  2026-01-21T20:29Z [----] followers, [---] engagements


"14/ Catalysts most people arent modeling yet: EV compute platforms standardizing on MRAM Edge AI chips adopting eMRAM Defense modernization programs Industrial IoT memory refresh cycles Data center persistent metadata memory All of those raise MRAM attach rates"  
[X Link](https://x.com/mszerencsy/status/2014072970512146759)  2026-01-21T20:29Z [----] followers, [---] engagements


"15/ Bottom line: MRAM is not replacing DRAM or NAND. Its replacing Flash and SRAM where failure isnt an option. Everspin Technologies ($MRAM) is the only company already shipping that solution at scale. Thats not a science project. Thats an early monopoly in a high-value niche. https://twitter.com/i/web/status/2014072972064043028 https://twitter.com/i/web/status/2014072972064043028"  
[X Link](https://x.com/mszerencsy/status/2014072972064043028)  2026-01-21T20:29Z [----] followers, [---] engagements


"16/ This is what boring exponential looks like: Low visibility Slow adoption Sticky customers High margins Long product lifecycles Regulatory and certification moats Those businesses dont trend on FinTwit. They quietly compound"  
[X Link](https://x.com/mszerencsy/status/2014072973590741169)  2026-01-21T20:29Z [----] followers, [---] engagements


"Alex Honnold's live climb of Taipei [---] draws excitement and concern https://apnews.com/article/alex-honnold-taipei-101-climb-netflix-0709f4d062923a09ff6da3786131fdd0 https://apnews.com/article/alex-honnold-taipei-101-climb-netflix-0709f4d062923a09ff6da3786131fdd0"  
[X Link](https://x.com/mszerencsy/status/2014407638478450759)  2026-01-22T18:39Z [----] followers, [---] engagements


"8 Best Stocks to Buy According to Billionaire Bill Ackman - Insider Monkey https://www.insidermonkey.com/blog/8-best-stocks-to-buy-according-to-billionaire-bill-ackman-1679519/2 https://www.insidermonkey.com/blog/8-best-stocks-to-buy-according-to-billionaire-bill-ackman-1679519/2"  
[X Link](https://x.com/mszerencsy/status/2015093680407814457)  2026-01-24T16:05Z [----] followers, [---] engagements


"Lisk - in one amazing picture $lsk https://www.reddit.com/r/Lisk/comments/7e7mwb/lisk_in_one_amazing_picture/st=JA86OCWJ&sh=d6be2aa7 https://www.reddit.com/r/Lisk/comments/7e7mwb/lisk_in_one_amazing_picture/st=JA86OCWJ&sh=d6be2aa7"  
[X Link](https://x.com/mszerencsy/status/932590617187799041)  2017-11-20T12:45Z [----] followers, [--] engagements


"Prediction $eos Launch will vote go in the next few hours #eosio #eos #mainet"  
[X Link](https://x.com/mszerencsy/status/1005207369368965122)  2018-06-08T21:58Z [----] followers, [--] engagements


"Surprise KYC: Investors in Tezos' Troubled ICO Might Finally Be Fed Up http://dlvr.it/QX8n97 http://dlvr.it/QX8n97"  
[X Link](https://x.com/mszerencsy/status/1006891710314450948)  2018-06-13T13:31Z [----] followers, [--] engagements


"Bloomberg Terminal Adds Huobi's Cryptocurrency Market Index http://dlvr.it/QY1GJh http://dlvr.it/QY1GJh"  
[X Link](https://x.com/mszerencsy/status/1009702483659091970)  2018-06-21T07:40Z [----] followers, [--] engagements


"Crypto Non-Profits Are Flawed Zcash Thinks It Can Change That http://dlvr.it/QYGRBH http://dlvr.it/QYGRBH"  
[X Link](https://x.com/mszerencsy/status/1010518124171444224)  2018-06-23T13:41Z [----] followers, [--] engagements


"Tezos A Launch Story: What's Left Before the $232 Million Tech Goes Live http://dlvr.it/QYSkbT http://dlvr.it/QYSkbT"  
[X Link](https://x.com/mszerencsy/status/1011274115011842049)  2018-06-25T15:45Z [----] followers, [--] engagements


"VeChain Arrives: What to Know About the $1.5 Billion Blockchain for Business http://dlvr.it/QZ0QtT http://dlvr.it/QZ0QtT"  
[X Link](https://x.com/mszerencsy/status/1012936295281131521)  2018-06-30T05:50Z [----] followers, [--] engagements


"Augur Is Live: Decentralized Prediction Market Launches After 2-Year Beta http://dlvr.it/Qb3QSf http://dlvr.it/Qb3QSf"  
[X Link](https://x.com/mszerencsy/status/1016612766432428033)  2018-07-10T09:19Z [----] followers, [--] engagements


"$20K in Crypto: The First Bets on Prediction Market Augur Just Paid Out http://dlvr.it/Qc2P4d http://dlvr.it/Qc2P4d"  
[X Link](https://x.com/mszerencsy/status/1019816808973361152)  2018-07-19T05:30Z [----] followers, [--] engagements


"Rejection Aside Calls for a Bitcoin ETF Are Only Escalating http://dlvr.it/Qd3Pxc http://dlvr.it/Qd3Pxc"  
[X Link](https://x.com/mszerencsy/status/1023171985868644352)  2018-07-28T11:43Z [----] followers, [--] engagements


"Wikipedia Competitor Everipedia's Blockchain Is Now Live http://dlvr.it/QfLwMy http://dlvr.it/QfLwMy"  
[X Link](https://x.com/mszerencsy/status/1027600667886542849)  2018-08-09T17:01Z [----] followers, [--] engagements


"Tron Now Owns a Stake In BitTorrent Founder's New Crypto Project http://dlvr.it/QhQXtN http://dlvr.it/QhQXtN"  
[X Link](https://x.com/mszerencsy/status/1034736462372040704)  2018-08-29T09:36Z [----] followers, [--] engagements


"$102 Million: A16z Polychain Back Blockchain Project Dfinity's Funding Round http://dlvr.it/QhSR6G http://dlvr.it/QhSR6G"  
[X Link](https://x.com/mszerencsy/status/1034827389451165697)  2018-08-29T15:37Z [----] followers, [--] engagements


"US Elections Push Augur's Total Ether Bets Over $2 Million http://dlvr.it/QqZb2N http://dlvr.it/QqZb2N"  
[X Link](https://x.com/mszerencsy/status/1059805665609150465)  2018-11-06T13:52Z [----] followers, [--] engagements


"Asus Allows Gamers to Mine Crypto With Their Idle Graphics Cards http://dlvr.it/QsT9vf http://dlvr.it/QsT9vf"  
[X Link](https://x.com/mszerencsy/status/1068447557905313792)  2018-11-30T10:12Z [----] followers, [--] engagements


"Numerai to Cut Token Supply by [--] Million to Become Decentralized as F*ck http://dlvr.it/Qsr2K0 http://dlvr.it/Qsr2K0"  
[X Link](https://x.com/mszerencsy/status/1070078818298159104)  2018-12-04T22:14Z [----] followers, [--] engagements


"A16z-backed Startup Anchor Labs Launches Crypto Custodial Service http://dlvr.it/QxK97l http://dlvr.it/QxK97l"  
[X Link](https://x.com/mszerencsy/status/1088107119008636928)  2019-01-23T16:12Z [----] followers, [--] engagements


"Augur Interface Veil Acquires Search Engine for Prediction Markets http://dlvr.it/QxNzKg http://dlvr.it/QxNzKg"  
[X Link](https://x.com/mszerencsy/status/1088448883913441280)  2019-01-24T14:50Z [----] followers, [--] engagements


"Spanish Telecom Giant to Trial Blockchain Consumer Data Marketplace http://dlvr.it/QzNGc7 http://dlvr.it/QzNGc7"  
[X Link](https://x.com/mszerencsy/status/1098584891183181824)  2019-02-21T14:07Z [----] followers, [--] engagements


"1confirmation Canaan Partners Back Startup Pushing New Spin on Airdrops http://dlvr.it/R1CWhG http://dlvr.it/R1CWhG"  
[X Link](https://x.com/mszerencsy/status/1108399945688596480)  2019-03-20T16:08Z [----] followers, [--] engagements


"Bitcoin Futures Volume Is More Significant Than You Think Bitwise Says http://dlvr.it/R1MFY9 http://dlvr.it/R1MFY9"  
[X Link](https://x.com/mszerencsy/status/1109156317896171520)  2019-03-22T18:14Z [----] followers, [--] engagements


"R3 Co-Founder Jesse Edwards Is Leaving the Enterprise Blockchain Firm http://dlvr.it/R1V8HM http://dlvr.it/R1V8HM"  
[X Link](https://x.com/mszerencsy/status/1110105928542515206)  2019-03-25T09:07Z [----] followers, [--] engagements


"CabbageTech CEO Indicted in New York for Defrauding Crypto Investors http://dlvr.it/R1dXdf http://dlvr.it/R1dXdf"  
[X Link](https://x.com/mszerencsy/status/1110834480887943168)  2019-03-27T09:22Z [----] followers, [--] engagements


"Bitfury Swiss Investment Firm Launch Regulated Bitcoin Mining Fund http://dlvr.it/R3Pm3q http://dlvr.it/R3Pm3q"  
[X Link](https://x.com/mszerencsy/status/1120996191380967425)  2019-04-24T10:21Z [----] followers, [--] engagements


"$matic when Binance @binance #binance opens deposits"  
[X Link](https://x.com/mszerencsy/status/1128272595760164864)  2019-05-14T12:15Z [----] followers, [--] engagements


"SEC Again Delays Decision on Bitwise Bitcoin ETF Approval http://dlvr.it/R4hZw9 http://dlvr.it/R4hZw9"  
[X Link](https://x.com/mszerencsy/status/1128359097789702145)  2019-05-14T17:59Z [----] followers, [--] engagements


"$matic trading back over .01 again on other exchanges while @binance is in maintenance mode"  
[X Link](https://x.com/mszerencsy/status/1128620889371815936)  2019-05-15T11:19Z [----] followers, [--] engagements


"Any of you thinking of selling $matic for a quick trade is going to regret it majorly when its trading 50x-100x. Will be the best performing crypto of [----]. Mark my words. #bitcoin #ethereum https://www.binance.com/en/trade/MATIC_BTC https://www.binance.com/en/trade/MATIC_BTC"  
[X Link](https://x.com/mszerencsy/status/1128703690012004354)  2019-05-15T16:48Z [----] followers, [--] engagements


"Great work $matic @sandeepnailwal @maticnetwork & of course @decentraland Keep up the energy and excitement in delivering the very best. The community fully supports matic's sidechains for level [--] plasma scaling on $eth. Finally a viable solution is here Mass adoption is coming The biggest challenge the blockchain community faces is finding a balance between speed security and UX. Were lucky enough to work with @maticnetwork whose Proof of Stake sidechain has changed the game entirely. Learn more: https://t.co/s8WLB4Ickz https://t.co/QrbDjFMiz4 The biggest challenge the blockchain community"  
[X Link](https://x.com/mszerencsy/status/1129098903859662849)  2019-05-16T18:58Z [----] followers, [--] engagements


"Love what @maticnetwork $matic is doing" - Scale ETH securely and super fast - Provide the very best SDK's to enhanced the UX with developers Finally real user adoption can come to $eth thanks to $matic #plasma #ethereum #pos #sidechains https://medium.com/matic-network/finer-details-of-matics-plasma-implementation-d3caecdfb7f1 https://medium.com/matic-network/finer-details-of-matics-plasma-implementation-d3caecdfb7f1"  
[X Link](https://x.com/mszerencsy/status/1129101121878933505)  2019-05-16T19:07Z [----] followers, [--] engagements


"$matic path to $5 compared to $xrp based on circulation numbers We've got alot of room to grow $xrp supply [--] Billion coins all time high $3.84 $matic supply only [--] Billion coins all time high $0.011555"  
[X Link](https://x.com/mszerencsy/status/1129119431349735424)  2019-05-16T20:20Z [----] followers, [--] engagements


"$matic is under huge accumulation from holders. Volume to market cap ratio is [----]. Basically its trading volume is 2-3 times the market. That means its very cheap https://www.coingecko.com/en/coins/matic-networkutm_content=matic-network&utm_medium=search_coin&utm_source=coingecko https://www.coingecko.com/en/coins/matic-networkutm_content=matic-network&utm_medium=search_coin&utm_source=coingecko"  
[X Link](https://x.com/mszerencsy/status/1129159382481211392)  2019-05-16T22:59Z [----] followers, [--] engagements


"$matic [---] sats coming"  
[X Link](https://x.com/mszerencsy/status/1129235651503824897)  2019-05-17T04:02Z [----] followers, [--] engagements


"@JKCoins $btt has too much circulation and the project is not even close to the opportunity of $matic. Matic Network will be a top [--] coinmarketcap. The projects are night and day. #dyor #matic #btt"  
[X Link](https://x.com/mszerencsy/status/1129517114619039744)  2019-05-17T22:40Z [----] followers, [--] engagements


"Here goes $matic again. 250+ sats coming"  
[X Link](https://x.com/mszerencsy/status/1130140942546161666)  2019-05-19T15:59Z [----] followers, [--] engagements


"All the $btt noobs shifting over to $matic and realizing its the real deal Top [--] coin here we come #matic #MATICNetwork"  
[X Link](https://x.com/mszerencsy/status/1130493602617024512)  2019-05-20T15:20Z [----] followers, [--] engagements


"$matic TOP [---] right about now Headed to top [--]. @maticnetwork @sandeepnailwal #matic #maticnetwork #ethereum #plasma #sidechains"  
[X Link](https://x.com/mszerencsy/status/1130499080612974597)  2019-05-20T15:42Z [----] followers, [--] engagements


"Congrats @maticnetwork @sandeepnailwal $matic community We broke Top [---] in Coin Marketcap Top [--] here we come #MATIC #plasma #sidechains #ethereum https://coinmarketcap.com/currencies/matic-network/ https://coinmarketcap.com/currencies/matic-network/"  
[X Link](https://x.com/mszerencsy/status/1130504971110223872)  2019-05-20T16:06Z [----] followers, [--] engagements


"$matic - How to spot a soon-to-be Top [--] highest valued marketcap coin - trading volume is 8x current marketcap Over 1/2Billion in volume from only one major exchange πŸ˜‰#matic $eth @maticnetwork some much room to grow"  
[X Link](https://x.com/anyuser/status/1130810625800720385)  2019-05-21T12:20Z [----] followers, [--] engagements


"Next stop $matic [---] sats"  
[X Link](https://x.com/mszerencsy/status/1130962497744318469)  2019-05-21T22:24Z [----] followers, [--] engagements


"$matic something big is brewing"  
[X Link](https://x.com/mszerencsy/status/1136015388800630784)  2019-06-04T21:02Z [----] followers, [--] engagements


"$matic be like"  
[X Link](https://x.com/mszerencsy/status/1136401561423360000)  2019-06-05T22:37Z [----] followers, [--] engagements


"Walmart China Teams with VeChain PwC on Blockchain Food Safety Platform http://dlvr.it/R7FW1s http://dlvr.it/R7FW1s"  
[X Link](https://x.com/mszerencsy/status/1143523263609356288)  2019-06-25T14:16Z [----] followers, [--] engagements


"Chainlink trading $2.99 on @coinbase $link"  
[X Link](https://x.com/mszerencsy/status/1144655813572780033)  2019-06-28T17:16Z [----] followers, [--] engagements


"$link $4.24 on Coinbase"  
[X Link](https://x.com/mszerencsy/status/1144804087936049154)  2019-06-29T03:05Z [----] followers, [--] engagements


"Binance Exchange Is Launching Crypto Futures Trading Platform http://dlvr.it/R7f49m http://dlvr.it/R7f49m"  
[X Link](https://x.com/mszerencsy/status/1145938684849451008)  2019-07-02T06:14Z [----] followers, [--] engagements


"Amazon Deloitte Fidelity Partner With IDEO CoLab on Blockchain Accelerator http://dlvr.it/R8DLTy http://dlvr.it/R8DLTy"  
[X Link](https://x.com/mszerencsy/status/1149334953047420928)  2019-07-11T15:09Z [----] followers, [--] engagements


"$matic ready for beast mode #matic"  
[X Link](https://x.com/mszerencsy/status/1149725277897015296)  2019-07-12T17:00Z [----] followers, [--] engagements


"Expect Chaos: Polkadot to Launch Experimental Kusama Network This Summer http://dlvr.it/R8WkHW http://dlvr.it/R8WkHW"  
[X Link](https://x.com/mszerencsy/status/1151170031209684992)  2019-07-16T16:41Z [----] followers, [--] engagements


"Reddit Co-Founder Ohanian Leads $3.75 Million Round in Hearthstone Competitor http://dlvr.it/R8Zlwc http://dlvr.it/R8Zlwc"  
[X Link](https://x.com/mszerencsy/status/1151494424121135104)  2019-07-17T14:10Z [----] followers, [--] engagements


"For $15K Hell Fake Your Exchange Volume Youll Get on CoinMarketCap http://dlvr.it/R8dFJC http://dlvr.it/R8dFJC"  
[X Link](https://x.com/mszerencsy/status/1151767339811008512)  2019-07-18T08:15Z [----] followers, [--] engagements


"Trons Justin Sun Denies Media Accusation of Illegal Crypto Fundraise http://dlvr.it/R8wHg3 http://dlvr.it/R8wHg3"  
[X Link](https://x.com/mszerencsy/status/1153598656181723136)  2019-07-23T09:32Z [----] followers, [--] engagements


"Why the Youngest Bitcoin Millionaire is Willing to Stake it All on Metal Pay http://dlvr.it/RBTycr http://dlvr.it/RBTycr"  
[X Link](https://x.com/mszerencsy/status/1163436341826224128)  2019-08-19T13:03Z [----] followers, [--] engagements


"DataFleets keeps private data useful and useful data private with federated learning and $4.5M seed #ArtificialIntelligence #Enterprise #Privacy http://dlvr.it/RkNYf5 http://dlvr.it/RkNYf5"  
[X Link](https://x.com/mszerencsy/status/1320801254084243456)  2020-10-26T18:55Z [----] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@mszerencsy Avatar @mszerencsy Michael Szerencsy

Michael Szerencsy posts on X about bitcoin, #crypto, ai, $pltr the most. They currently have [---------] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

  • [--] Week [---] -44%
  • [--] Month [------] +3,853%
  • [--] Months [-------] +148%
  • [--] Year [-------] +57%

Mentions: [--] #

Mentions Line Chart

  • [--] Month [--] -89%
  • [--] Months [---] +302%
  • [--] Year [---] -28%

Followers: [---------] #

Followers Line Chart

  • [--] Week [-----] -0.06%
  • [--] Month [-----] +0.44%
  • [--] Months [-----] +7.80%
  • [--] Year [-----] +11%

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence

Social category influence cryptocurrencies stocks finance technology brands celebrities automotive brands exchanges countries vc firms us election

Social topic influence bitcoin, #crypto, ai, $pltr, ethereum, crypto, blockchain, $ufd, $ionq, cryptocurrency

Top assets mentioned Bitcoin (BTC) Palantir Technologies Inc. (PLTR) Ethereum (ETH) Unicorn Fart Dust (UFD) IonQ, Inc. (IONQ) Vaulta (A) Oklo Inc. (OKLO) NVIDIA Corp. (NVDA) XRP (XRP) Vine Coin (VINE) Fartcoin (FARTCOIN) Tesla, Inc. (TSLA) Eos Energy Enterprises, Inc. (EOSE) TRON (TRX) CLEANSPARK INC (CLSK) Nebius Group N.V. Class A Ordinary Shares (NBIS) Lumen Technologies Inc (LUMN) Coinbase Global Inc. (COIN) Zcash (ZEC) Lisk (LSK) Cosmos (ATOM) Iris Energy Limited (IREN) NuScale Power Corporation (SMR) NEO (NEO) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Strategy (MSTR) Canaan Inc. (CAN) BigBear.ai Holdings, Inc. (BBAI) Microsoft Corp. (MSFT)

Top Social Posts

Top posts by engagements in the last [--] hours

"8/ When the market finally connects the dots between AI Palantir and fiber $LUMN could [---] easily over the next cycle. This is asymmetric value hiding in deep value clothing. AIs backbone is being built and its glowing in Lumens glass. πŸ’‘"
X Link 2025-10-31T19:17Z [----] followers, [---] engagements

"Drill Down Earnings Ep. 404: Lumen Technologies Q3 earnings $LUMN A Deep Dive with Cory Johnson https://www.youtube.com/watchv=KBfuU8f4EFA&t https://www.youtube.com/watchv=KBfuU8f4EFA&t"
X Link 2025-10-31T19:56Z [----] followers, [---] engagements

"TC Startup Battlefield master class with Blumberg Capital: Make the most of your investors expertise #Startups #Venture #Battlefield http://dlvr.it/SzL75R http://dlvr.it/SzL75R"
X Link 2023-11-26T16:14Z [----] followers, [--] engagements

"@itsjcmerlo This is still in early phase but as mram technology gets more integration $mram should outperform"
X Link 2026-01-29T13:31Z [----] followers, [---] engagements

"100% agree. Not a great UX. I think it set off the next huge wave of persistent ai agents. These can be useful for certain things. For vibe coding I found it made up alot of things. Said it was working but the end result it didnt produce what it said it would produce. LLMS know how to hook you in but its all buyers remorse on the false promises it makes. This is not even close to prime time ready but its a great start. https://twitter.com/i/web/status/2016873299041546307 https://twitter.com/i/web/status/2016873299041546307"
X Link 2026-01-29T13:57Z [----] followers, [--] engagements

"AI agents now have their own Reddit-style social network and its getting weird fast https://arstechnica.com/information-technology/2026/01/ai-agents-now-have-their-own-reddit-style-social-network-and-its-getting-weird-fast/ https://arstechnica.com/information-technology/2026/01/ai-agents-now-have-their-own-reddit-style-social-network-and-its-getting-weird-fast/"
X Link 2026-01-31T19:22Z [----] followers, [--] engagements

"The New World Joshua Kushner Thrive Capital and the American dream By Jeremy Stern https://joincolossus.com/article/joshua-kushner-thrive-new-world/ https://joincolossus.com/article/joshua-kushner-thrive-new-world/"
X Link 2025-10-15T03:44Z [----] followers, [---] engagements

"Why MRAM and Everspin Technologies - $MRAM are about to own a critical slice of memory 1/ Everyone talks about DRAM and NAND from $MU $SNDK. Almost nobody is paying attention to MRAM. Thats a mistake. MRAM is quietly becoming the most important memory for automotive industrial edge AI and defense. https://twitter.com/i/web/status/2014072949314064441 https://twitter.com/i/web/status/2014072949314064441"
X Link 2026-01-21T20:29Z [----] followers, 22.4K engagements

"5/ Now the key point: Everspin Technologies $MRAM is not one of many MRAM companies. Its the only commercial pure-play MRAM manufacturer shipping at scale. They have: Years of field reliability data Automotive-grade qualification Aerospace and defense certifications Discrete MRAM products Embedded MRAM IP That moat matters"
X Link 2026-01-21T20:29Z [----] followers, [----] engagements

"6/ Everyone else is still in R&D or pilot mode. Samsung Intel TSMC GlobalFoundries They support MRAM as a process option. Everspin Technologies $MRAM They sell finished MRAM devices into production systems. Thats a real competitive advantage"
X Link 2026-01-21T20:29Z [----] followers, [---] engagements

"Markets will soon test a Musk merger that promises 'space-based internet' https://www.nbcnews.com/business/markets/markets-will-soon-test-musk-merger-promises-space-based-internet-rcna257827 https://www.nbcnews.com/business/markets/markets-will-soon-test-musk-merger-promises-space-based-internet-rcna257827"
X Link 2026-02-10T01:18Z [----] followers, [--] engagements

"MrBeast Scales Financial Wellness by Acquiring FinTech Step https://www.pymnts.com/acquisitions/2026/mrbeast-scales-financial-wellness-by-acquiring-fintech-step/ https://www.pymnts.com/acquisitions/2026/mrbeast-scales-financial-wellness-by-acquiring-fintech-step/"
X Link 2026-02-10T16:51Z [----] followers, [--] engagements

"Mark Zuckerberg moves to Florida's 'Billionaire Bunker' amid CA wealth tax https://www.foxbusiness.com/real-estate/mark-zuckerberg-becomes-latest-california-billionaire-relocate-florida-amid-tax-concerns https://www.foxbusiness.com/real-estate/mark-zuckerberg-becomes-latest-california-billionaire-relocate-florida-amid-tax-concerns"
X Link 2026-02-10T19:42Z [----] followers, [--] engagements

"Mark Zuckerberg Buys '$150 Million' Mansion on Miami's Billionaire Bunker https://www.realtor.com/news/celebrity-real-estate/mark-zuckerberg-mansion-billionaire-bunker-florida-california-tax/ https://www.realtor.com/news/celebrity-real-estate/mark-zuckerberg-mansion-billionaire-bunker-florida-california-tax/"
X Link 2026-02-10T19:47Z [----] followers, [---] engagements

"Zillow's big win in the real estate listing wars will create big headaches for homebuyers https://www.msn.com/en-us/money/realestate/ar-AA1W2OG3 https://www.msn.com/en-us/money/realestate/ar-AA1W2OG3"
X Link 2026-02-10T22:31Z [----] followers, [--] engagements

"GoDaddy Inc. - American Dream Defined by Comfort Happiness and Freedom Say Small Business Owners in GoDaddy Study https://aboutus.godaddy.net/newsroom/news-releases/press-release-details/2023/American-Dream-Defined-by-Comfort-Happiness-and-Freedom-Say-Small-Business-Owners-in-GoDaddy-Study/default.aspx https://aboutus.godaddy.net/newsroom/news-releases/press-release-details/2023/American-Dream-Defined-by-Comfort-Happiness-and-Freedom-Say-Small-Business-Owners-in-GoDaddy-Study/default.aspx"
X Link 2023-07-03T21:29Z [----] followers, [--] engagements

"SpaceX NASA launch new ISS crew to end a month of skeleton staffing https://www.cnn.com/2026/02/13/science/spacex-crew-12-launch-nasa https://www.cnn.com/2026/02/13/science/spacex-crew-12-launch-nasa"
X Link 2026-02-13T12:47Z [----] followers, [--] engagements

"Great work @DappRadar Looks like you took my advice $eos $dapps #dappradar https://dappradar.com @DappRadar Love you site why arent you listing $eos dapps on your homepage The top apps are https://t.co/8zMglab6Jj based and your site doesnt make sense showing just ETH apps on homepage. You should show all Dapps that are crypto currency based. @rushingdallas @crypto_iwad https://dappradar.com @DappRadar Love you site why arent you listing $eos dapps on your homepage The top apps are https://t.co/8zMglab6Jj based and your site doesnt make sense showing just ETH apps on homepage. You should show"
X Link 2019-01-04T21:48Z [----] followers, [--] engagements

"The 315-Year-Old Science ExperimentThe Complete Guide to Mastering Chinese Dumplings at HomeHow Non-English Speakers Learn This Crazy Grammar Rule You Know But Never Heard OfThe Man Who Recorded Tamed and Then Sold Nature Sounds to AmericaThat One http://dlvr.it/RSt45b http://dlvr.it/RSt45b"
X Link 2020-03-31T05:39Z [----] followers, [--] engagements

"9 investors discuss hurdles opportunities and the impact of cloud vendors in enterprise data lakes #TC #batteryventures #CapitalG http://dlvr.it/Rsdl5k http://dlvr.it/Rsdl5k"
X Link 2021-02-13T16:16Z [----] followers, [--] engagements

"Norwest Venture Partners Lisa Wu to teach founders how to think like a VC at TC Early Stage #TC #earlystage #lisawu http://dlvr.it/RyJHj5 http://dlvr.it/RyJHj5"
X Link 2021-04-23T16:56Z [----] followers, [--] engagements

"Most active investor FJ Labs closes on $260M across two new funds #Venture #alibaba #Coupang http://dlvr.it/ShSSJ7 http://dlvr.it/ShSSJ7"
X Link 2023-01-26T06:48Z [----] followers, [--] engagements

"Apple Music [---] Best Albums https://100best.music.apple.com/us https://100best.music.apple.com/us"
X Link 2024-05-23T19:06Z [----] followers, [--] engagements

"Palantir Is Crushing Salesforce MongoDB And Snowflake In AI Revenue $pltr https://www.forbes.com/sites/bethkindig/2024/10/17/this-stock-is-crushing-salesforce-mongodb-and-snowflake-in-ai-revenue/ https://www.forbes.com/sites/bethkindig/2024/10/17/this-stock-is-crushing-salesforce-mongodb-and-snowflake-in-ai-revenue/"
X Link 2024-10-17T21:29Z [----] followers, [---] engagements

"Jim Simons' Renaissance Technologies Shifts Gears: Palantir $pltr is Top Holding Renaissance Technologies (Trades Portfolio) founded by Jim Simons in [----] is a pioneering quant hedge fund based in New York. Known for its advanced mathematical and statistical models the firm engages in systematic trading across global markets. https://twitter.com/i/web/status/1857173281541177534 https://twitter.com/i/web/status/1857173281541177534"
X Link 2024-11-14T21:26Z [----] followers, [---] engagements

"πŸ“’ Big News: $PLTR is Moving from NYSE to NASDAQ Heres What it Means 🧡"
X Link 2024-11-14T21:30Z [----] followers, [---] engagements

"1/ πŸš€ Why the Move Moving to NASDAQ often reflects a tech-focused strategy. NASDAQ has a strong tech reputation housing giants like $AAPL $MSFT and $TSLA. $PLTR may be aiming to align with these big names to attract more tech-focused investors"
X Link 2024-11-14T21:30Z [----] followers, [---] engagements

"2/ πŸ”Ž Better Visibility for $PLTR NASDAQ is known for innovation and growth stocks which could bring $PLTR greater visibility among growth-oriented investors and analysts in the tech space. πŸ“ˆ"
X Link 2024-11-14T21:30Z [----] followers, [---] engagements

"3/ πŸ’Έ Potential Liquidity Boost NASDAQ stocks generally experience higher trading volumes. With more liquidity $PLTR might see smoother trades possibly reducing bid-ask spreads and boosting overall stock efficiency. πŸ’°"
X Link 2024-11-14T21:31Z [----] followers, [---] engagements

"4/ πŸ“Š Inclusion in New Indexes NASDAQ opens up the possibility for inclusion in different ETFs and indexes making $PLTR more accessible to a broader range of funds. This could drive additional demand πŸ“ˆπŸ’Ό"
X Link 2024-11-14T21:31Z [----] followers, [---] engagements

"5/ πŸ’‘ A Strategic Move This switch isn't just about locationits about positioning. By aligning with the NASDAQ tech ecosystem $PLTR reinforces its role as a leading data analytics innovator in the market. πŸ–₯πŸ”"
X Link 2024-11-14T21:31Z [----] followers, [---] engagements

"6/ πŸ•Ή Investor Sentiment Shift Moving to NASDAQ could be seen as a fresh chapter possibly generating excitement or renewed interest from growth-focused investors. Keep an eye on potential volume spikes πŸ“Šβœ¨"
X Link 2024-11-14T21:31Z [----] followers, [--] engagements

"7/ 🌌 Long-term Effects In the long run the switch may contribute to higher institutional interest and enhance $PLTR's brand in the tech investment landscape but investors should stay tuned to see the real impact. πŸ“ˆ"
X Link 2024-11-14T21:31Z [----] followers, [---] engagements

"πŸ‘‰ What do you think about $PLTRs big move Will it pay off Lets discuss πŸ’¬πŸ‘‡ #PLTR #NASDAQ"
X Link 2024-11-14T21:31Z [----] followers, [---] engagements

"Why Software Is Eating the World Andreessen Horowitz https://a16z.com/why-software-is-eating-the-world/ https://a16z.com/why-software-is-eating-the-world/"
X Link 2024-11-28T14:23Z [----] followers, [--] engagements

"MagicBot at Work: Multi-Robot Collaboration in Action via @YouTube #optimus $tsla @ChrisCamillo @DumbMoneyTV https://youtu.be/ZEjrXkSI60Msi=kuIKTfikRpUfdhAQ https://youtu.be/ZEjrXkSI60Msi=kuIKTfikRpUfdhAQ"
X Link 2024-12-15T05:16Z [----] followers, [--] engagements

"πŸš€ Why $BBAI is the next $PLTR A Thread 🧡 1/6 πŸ’₯ $BBAI just landed a MAJOR Department of Defense contract The DoD's Chief Digital and AI Office (CDAO) awarded $BBAI a contract to enhance its Virtual Anticipation Network (VANE) an AI system that predicts foreign adversary activities. This is a HUGE validation for $BBAI in the defense AI space"
X Link 2025-02-07T15:34Z [----] followers, 36.6K engagements

"πŸš€ $RBRK is a SLEEPING GIANT. This ransomware-fighting data security powerhouse just crossed $1B in recurring revenue growing 38% YoY and is leading the charge in stopping ransomware DEAD in its tracks. This is the next big cybersecurity play. Here's why: πŸ§΅πŸ‘‡"
X Link 2025-02-13T17:35Z [----] followers, [----] engagements

"1/ Ransomware is a $30B+ Problem πŸ’€ 70% of reported cyberattacks in [----] were ransomware-related. 317M+ ransomware attempts last year alone. The average ransom payment Over $1.5M per incident. The real cost Businesses lose weeks of productivity customer trust and millions in downtime. Rubrik $RBRK is here to END THIS"
X Link 2025-02-13T17:35Z [----] followers, [--] engagements

"2/ What Makes Rubrik Different πŸ” Most "backup" solutions still get encrypted by ransomwareleaving companies no choice but to pay up. Rubriks solution βœ… Immutable backups (cant be changed or deleted by hackers) βœ… Zero Trust Data Security (no one not even admins can alter data) βœ… AI-driven anomaly detection (stops attacks before they spread) NO RANSOM REQUIRED. EVER. πŸš€"
X Link 2025-02-13T17:35Z [----] followers, [--] engagements

"6/ Notable Ransomware Recovery Success Stories 🦾 πŸ“Œ Yuba County - [---] servers encrypted. Recovered 100% of data in [--] days. πŸ“Œ Langs Building Supplies - Avoided a $15M ransom by recovering everything within [--] hours. πŸ“Œ City of Durham - [---] services fully restored in [--] hours after an attack. These are companies that could have been ruined but Rubrik saved them"
X Link 2025-02-13T17:35Z [----] followers, [--] engagements

"7/ Rubrik vs. Traditional Backups: Why Theyre THE Leader Other backup solutions ❌ Still vulnerable to ransomware. Rubrik βœ… Zero Trust AI-driven immutablemeaning NO PAYOUTS NO DOWNTIME. Their closest competitors Veeam Cohesity but neither offers the full-stack Zero Trust architecture like Rubrik"
X Link 2025-02-13T17:35Z [----] followers, [--] engagements

"Ethereum Community Slams Rollback Proposal after Massive Bybit Hack $eth #eth https://www.tipranks.com/news/ethereum-community-slams-rollback-proposal-after-massive-bybit-hack https://www.tipranks.com/news/ethereum-community-slams-rollback-proposal-after-massive-bybit-hack"
X Link 2025-02-25T03:18Z [----] followers, [--] engagements

"6/ For investors the present market drawdown might present a strategic opportunity: Accumulation Phase: Historically periods of decline have been followed by growth suggesting potential benefits for those who accumulate during dips. Diversification: Allocating a portion of portfolios to Bitcoin during downturns could enhance long-term returns"
X Link 2025-02-26T20:37Z [----] followers, [--] engagements

"7/ Its crucial to approach this with caution: Risk Assessment: Ensure that any investment aligns with your risk tolerance and financial goals. Stay Informed: Continuously monitor market developments and adjust strategies accordingly"
X Link 2025-02-26T20:37Z [----] followers, [--] engagements

"🧡 Why $CRSR (Corsair) Could Be a Sleeper AI Hardware Play 1/ Everyones talking AI software but the real breakout may come from localized AI hardwareand Corsair is sitting right in the middle of it. #CRSR #AI #EdgeComputing"
X Link 2025-06-11T15:38Z [----] followers, [---] engagements

"The nations electrical power grid will be unable to meet expected demand for AI data centers manufacturing and industrialization while keeping the cost of living low for all Americans. The Department of Energy July 7th 2025; in the same report it warned the risk of power outages could rise [---] times by [----] (as quoted by Gavekal Research) $iren $grid"
X Link 2025-07-31T16:24Z [----] followers, [---] engagements

"Big Techs trillion-dollar market cap club could have a new member $pltr in the next few years Dan Ives says @DivesTech Palantir is on its way to becoming a trillion-dollar company according to prominent tech bull Dan Ives. The AI companys stock has surged more than 140% since the beginning of the year. Earnings beats lucrative military contracts and the firms CEO boasting about crazy efficient revolution in terms of growing revenue while downsizing headcount have all helped build buzz around the firm. The firms shares popped 7.85% on Tuesday after it reported $1 billion quarterly revenues for"
X Link 2025-08-08T14:08Z [----] followers, [---] engagements

"1/ πŸš€ IonQ just got clearance for its $1.075B takeover of Oxford Ionics. This is more than an acquisition its a leap toward 10K qubits and beyond. $ionq"
X Link 2025-09-15T19:28Z [----] followers, [---] engagements

"4/ CEO Niccolo de Masi: the acquisition accelerates IonQs roadmap to 10K qubits this decade on the way to millions of physical qubits and 80K logical qubits by 2030"
X Link 2025-09-15T19:28Z [----] followers, [--] engagements

"5/ Structure: $1.065B in IonQ stock + $10M cash. A massive bet on scaling but also a clear signal theyre confident in the tech"
X Link 2025-09-15T19:28Z [----] followers, [--] engagements

"1/ πŸŽ₯ The future of entertainment isnt on a flat screen. Its in a living breathing [---] world. Thats $SPHR"
X Link 2025-09-17T18:01Z [----] followers, [---] engagements

"3/ Every act that plays The Sphere goes viral. πŸš€ U2 Phish Post Malone the visuals dominate timelines worldwide. Artists want to play here fans need to see it"
X Link 2025-09-17T18:01Z [----] followers, [--] engagements

"4/ Think bigger than concerts movies esports live sports global events. $SPHR is redefining what it means to go out"
X Link 2025-09-17T18:01Z [----] followers, [---] engagements

"5/ Theres only one Sphere in Vegas today but imagine the blueprint rolled out in NYC London Tokyo. 🌍 The global potential is massive"
X Link 2025-09-17T18:01Z [----] followers, [--] engagements

"6/ $SPHR isnt just a company. Its a movement to own the future of live experiences. Entertainment re-engineered"
X Link 2025-09-17T18:01Z [----] followers, [---] engagements

"1/ 🧡 Big idea: Kraken Robotics $KRKNF is becoming the underwater tech supplier for the new autonomous-navy era high-end synthetic aperture sonar + SeaPower batteries = infrastructure Anduril-style primes need"
X Link 2025-10-07T11:29Z [----] followers, [----] engagements

"1/ 🚨 $KRKNF is the only way for public investors to get exposure to Anduril the $28B defense-tech unicorn founded by Palmer Luckey. Kraken Robotics acts like a call option on Andurils innovation and ramp-up success. πŸ§΅πŸ‘‡"
X Link 2025-10-08T12:29Z [----] followers, [----] engagements

"2/ Anduril specializes in autonomous defense systems land air and sea and has built a cult-like following similar to $PLTR. But heres the catch: Anduril is private. You cant buy it unless you buy $KRKNF"
X Link 2025-10-08T12:29Z [----] followers, [---] engagements

"3/ Kraken Robotics $KRKNF is Andurils main battery supplier for its underwater vehicles (Dive-LD and Dive-XL). No other public company has a relationship with Anduril this close. That makes Kraken the only proxy play for Andurils growth. ⚑"
X Link 2025-10-08T12:29Z [----] followers, [---] engagements

"4/ For accredited investors getting into Anduril directly is tough. But for retail Kraken $KRKNF gives you that exposure a rare chance to benefit by proxy from Andurils growth curve. This is like owning early Palantir but in underwater defense robotics. 🌊"
X Link 2025-10-08T12:29Z [----] followers, [---] engagements

"5/ Krakens success is tied to Andurils production ramp upcoming orders and the wider XL-AUV supertrend. Every new Anduril contract potentially scales Krakens battery demand a multiplier effect most of Wall Street hasnt priced in yet. $KRKNF"
X Link 2025-10-08T12:29Z [----] followers, [---] engagements

"6/ And with Palmer Luckey saying an Anduril IPO isnt imminent Kraken becomes the only public path to ride Andurils rise right now. That makes $KRKNF not just a defense play Its a strategic asymmetric bet on the future of autonomous military systems"
X Link 2025-10-08T12:29Z [----] followers, [---] engagements

"7/ TL;DR: βœ… Exclusive Anduril partner βœ… Exposure to the $28B defense-tech giant βœ… No direct IPO access yet βœ… Undervalued small-cap with Palantir-like upside $KRKNF = The stealth Anduril proxy trade the markets sleeping on. πŸ¦‘βš”"
X Link 2025-10-08T12:29Z [----] followers, [---] engagements

"@michaelsikand Curious how you get the $40 PT Would be nice to explain it in a seperate tweet so people can see how undervalued it is"
X Link 2025-10-08T16:50Z [----] followers, [---] engagements

"🧡 $CLSK The Next Phase Begins: CleanSpark Is No Longer Just a Bitcoin Miner" @CleanSpark_Inc [--] Cantor just dropped a bombshell note CleanSpark ($CLSK) is gearing up to diversify into AI/HPC. The shift is massive. The global HPC market = $57B (2024) projected $87B (2030) at 7.2% CAGR. Bitcoin mining is cyclical. HPC demand is secular. This pivot changes everything"
X Link 2025-10-09T21:32Z [----] followers, 18.8K engagements

"🧡 1/ Quantums Next Big Name Why $CCCX / Infleqtion Deserves Serious Attention Forget the buzz names in quantum. Theres a budding player Infleqtion (went public via $CCCX) quietly building real commercial traction deep technical chops and elite partnerships. Lets talk about why this one could be the next major quantum breakout"
X Link 2025-10-10T02:01Z [----] followers, [----] engagements

"2/ What Is Infleqtion and Whats the $CCCX Deal Infleqtion is a neutral-atom quantum tech company building both quantum computers and quantum sensors. In Sept [----] it announced a definitive merger with Churchill Capital Corp X ($CCCX) at a $1.8 billion pre-money valuation. The deakl could raise more than $540 million+ in cash and PIPE funding to scale operations. After closing it will trade as $INFQ giving investors direct exposure to a real revenue-producing quantum company. This is an early-stage opportunity hiding in plain sight"
X Link 2025-10-10T02:01Z [----] followers, [---] engagements

"4/ The Partnerships Are Massive for $CCCX Infleqtion isnt building alone. Its ecosystem is impressive: NVIDIA $NVDA featured by NVIDIA in CUDA-Q blogs GTC demos and developer content. Thats a huge validator. U.S. Department of Defense ties into national-security and navigation programs using Infleqtions sensing tech. NASA its components were used in the Cold Atom Lab aboard the ISS. Silicon Light Machines October [----] partnership to integrate DPM MEMS tech into Infleqtions atom systems unlocking higher performance. Collaborations with quantum labs and aerospace projects in Illinois the U.K."
X Link 2025-10-10T02:01Z [----] followers, [---] engagements

"5/ Why the Market Is Missing This Heres where the asymmetry lies πŸ‘‡ $CCCX current market cap is dramatically lower than most quantum peers despite stronger fundamentals. Compare it to Rigetti $RGTI or IonQ $IONQ: Infleqtion already has revenue and DoD contracts yet trades at a fraction of their valuations. SPAC stigma keeps valuations compressed but thats an opportunity for early believers. Most quantum names are pure R&D plays. Infleqtion has two revenue tracks: Quantum computing (medium-term upside) Quantum sensing & navigation (near-term commercialization). The market hasnt priced that"
X Link 2025-10-10T02:01Z [----] followers, [---] engagements

"πŸš€ Thread: $NKLR The Next $OKLO Youve Never Heard Of 1/ While everyones chasing $OKLO at a $16B valuation a new nuclear disruptor is quietly emerging. Meet $NKLR (Terra Innovatum) the next-generation small modular reactor (SMR) company set to go commercial by [----]. Still completely under the radar. πŸ‘€"
X Link 2025-10-10T15:08Z [----] followers, [----] engagements

"2/ $NKLR just merged with GSR III Acquisition Corp ($GSRT) valuing the combined company at $475M thats 1/30th of $OKLOs market cap. And just like $OKLO in its early days its building scalable factory-built nuclear micro-reactors that redefine clean power.⚑"
X Link 2025-10-10T15:08Z [----] followers, [---] engagements

"8/ Even Goldman Sachs (6.9%) and Barclays (5.04%) are early backers of $NKLR. Smart moneys sniffing this one out while retails still asleep. πŸ’€ Remember $OKLO s run started quietly too"
X Link 2025-10-10T15:08Z [----] followers, [---] engagements

"9/Lets talk timing. $NKLR expects commercial rollout around [--------] right when global SMR demand hits an inflection point driven by: βœ… AI-powered data centers βœ… Defense & energy security βœ… Decarbonization mandates The SMR market is forecast to explode from $160M multi-billion by [----]. 🌍"
X Link 2025-10-10T15:08Z [----] followers, [---] engagements

"10/Compare valuations: $OKLO: $16B $SMR (NuScale): $5B $HOND (Terrestrial Energy): $925M upcoming $NKLR: $475M pre-commercial. Not based on todays market opening. If it executes even half as well as $OKLO did youre looking at 10x20x upside potential from todays"
X Link 2025-10-10T15:08Z [----] followers, [---] engagements

"12/Nuclear is the future. But micro-modular nuclear thats the next leap. With factory-built SOLO reactors and a [----] horizon $NKLR could be the next name to ignite the nuclear bull cycle. Under the radar now. Not for long. βš›πŸš€"
X Link 2025-10-10T15:08Z [----] followers, [---] engagements

"Final Thought: $OKLO was the proof of concept. $NKLR is the stealth sequel smaller cap stronger tech real traction. By the time the market wakes up it wont be a $475M company anymore"
X Link 2025-10-10T15:08Z [----] followers, [---] engagements

"5/ πŸ’‘ Naval Ravikant @naval summed it up perfectly: Bitcoin is insurance against fiat. Zcash is insurance against Bitcoin. When Naval speaks the smartest capital listens. That quote reframed $ZEC not as an altcoin but as the privacy layer of crypto itself"
X Link 2025-10-13T16:30Z [----] followers, [---] engagements

"6/ πŸ› Institutions are now positioning. Grayscales $ZCSH Trust (the Grayscale Zcash Trust) gives accredited investors exposure to $ZEC through regulated channels. Its managed by Barry Silberts Digital Currency Group (DCG) the same group behind Grayscales $GBTC and $ETHE products. Translation: Wall Street is quietly accumulating privacy"
X Link 2025-10-13T16:30Z [----] followers, [---] engagements

"9/ πŸ“Š Upside math: If $ZEC simply reclaims 10% of its former high thats a 5-10x move from here. If it regains full narrative dominance during a privacy-driven bull cycle triple-digit ROI isnt fantasy its math"
X Link 2025-10-13T16:30Z [----] followers, [--] engagements

"10/ πŸ” What to watch next: Continued spike in $ZEC on-chain volume New inflows into Grayscales $ZCSH Trust Mentions from macro voices like Naval Ravikant Barry Silbert and other OGs Increased shielded transaction share (privacy usage %) Renewed media coverage on the Privacy comeback narrative"
X Link 2025-10-13T16:30Z [----] followers, [---] engagements

"1/ 🧡 $SLNH is quietly becoming one of the most explosive AI infrastructure plays in the market. Once a green-energy crypto miner Soluna is now transforming into a renewable-powered AI + HPC data center company. The story is just beginning. 🧡"
X Link 2025-10-15T18:23Z [----] followers, 13.7K engagements

"2/ ⚑ What makes $SLNH different: Soluna builds modular data centers right next to renewable energy projects to capture wasted or spilled power. Theyre literally turning excess clean energy into high-margin compute for AI Bitcoin and cloud clients"
X Link 2025-10-15T18:23Z [----] followers, [----] engagements

"3/ πŸ’‘ The AI pivot is here. Soluna has partnered with Hewlett Packard Enterprise (HPE) to deploy GPU/AI cloud services using NVIDIA H100s. $SLNH $HPE Its new CloudCo division is entering the AI compute leasing market one of the fastest-growing sectors globally"
X Link 2025-10-15T18:23Z [----] followers, [----] engagements

"7/ 🧠 The $IREN comparison: $IREN is the established leader in AI-powered data centers and GPU infrastructure. $SLNH is the early-stage disruptor with a fraction of the market cap and massive asymmetry if its projects scale. Think of $IREN as the blueprint and $SLNH as the next potential breakout following that same trajectory"
X Link 2025-10-15T18:23Z [----] followers, [---] engagements

"8/ πŸš€ The setup for $SLNH: Nasdaq compliance regained βœ… $HPE partnership in place βœ… [---] GW of potential capacity βœ… AI & HPC buildout underway βœ… All thats left is execution and the market is just starting to wake up"
X Link 2025-10-15T18:23Z [----] followers, [----] engagements

"$SLNH might be the most undervalued AI infrastructure stock in the entire market. At a $150M market cap Soluna controls a [---] GW pipeline of clean renewable-powered data centers built for AI + HPC compute. Now heres the kickerπŸ‘‡ $NVDA just paid $40 B for [--] GW of data-center capacity thats about $8 B per GW. By comparison Solunas [---] GW pipeline if even partially built could represent tens of billions in potential value. Yet the market values it like a rounding error. They already have [--] GW built or under construction a $100 M credit facility secured and a new AI GPU hosting partnership with"
X Link 2025-10-15T19:31Z [----] followers, 38.3K engagements

"1/ 🌞⚑Soluna $SLNH is quietly building one of the most undervalued AI + Bitcoin energy plays on the market. Theyre turning wasted renewable energy into computing power a trillion-dollar convergence few see coming. πŸ§΅πŸ‘‡"
X Link 2025-10-16T12:41Z [----] followers, [---] engagements

"Melania Trump's Crypto Architects Accused Of Fraud - Barron's https://www.barrons.com/news/melania-trump-s-crypto-architects-accused-of-fraud-7e4e62bd https://www.barrons.com/news/melania-trump-s-crypto-architects-accused-of-fraud-7e4e62bd"
X Link 2025-10-22T01:15Z [----] followers, [---] engagements

"North Korean hackers unleash unstoppable crypto malwareexperts warn of unprecedented blockchain attacks - https://chronik.fr/1795-north-korean-hackers-unleash-unstoppable-crypto-malware-experts-warn-of-unprecedented-blockchain-attacks/ http://chronik.fr https://chronik.fr/1795-north-korean-hackers-unleash-unstoppable-crypto-malware-experts-warn-of-unprecedented-blockchain-attacks/ http://chronik.fr"
X Link 2025-10-23T01:31Z [----] followers, [---] engagements

"Tesla is stumped on how to engineer this Optimus part but they're close $tsla https://www.teslarati.com/tesla-stumped-on-how-engineer-this-optimus-part-but-theyre-close/ https://www.teslarati.com/tesla-stumped-on-how-engineer-this-optimus-part-but-theyre-close/"
X Link 2025-10-23T20:20Z [----] followers, [---] engagements

"2/ 🧠 Since [----] Microsoft has committed $13 billion to OpenAI (initial $1 billion + follow-on) and has exclusive commercialization rights in many key areas. $MSFT"
X Link 2025-10-27T14:46Z [----] followers, [--] engagements

"3/ πŸ“Š Now OpenAI is reportedly valued at $500 billion and restructuring to issue traditional shares. Analysts suggest Microsoft could secure a [--] % stake worth at least $150 billion. $MSFT"
X Link 2025-10-27T14:46Z [----] followers, [--] engagements

"8/ 🎯 Final word (tweet-style): $MSFT isnt just playing cloud-AI it may own the platform. The OpenAI stake is enormous under-seen and under-priced. If the IPO or equity issuance happens this is a rerating moment. Dont sleep on it. $MSFT"
X Link 2025-10-27T14:46Z [----] followers, [--] engagements

"9/ πŸ“° Related Breaking News on OpenAI IP Prospects : SoftBank Group has approved a $22.5 billion installment to complete its pledged $30 billion investment in OpenAI the funding is contingent on OpenAIs corporate restructuring a key step toward its IPO. https://www.reuters.com/business/media-telecom/softbank-approves-remaining-225-billion-openai-investment-information-reports-2025-10-25/utm_source=chatgpt.com https://www.reuters.com/business/media-telecom/softbank-approves-remaining-225-billion-openai-investment-information-reports-2025-10-25/utm_source=chatgpt.com"
X Link 2025-10-27T14:49Z [----] followers, [---] engagements

"1/ The Most Undervalued AI Cybersecurity Stock Nobodys Talking About πŸ”₯ $CRWD gets the spotlight. Palo Alto gets the institutions. But the real AI cybersecurity sleeper $S (SentinelOne). This ones still flying under the radar and that wont last long. πŸš€"
X Link 2025-10-28T15:36Z [----] followers, 11.1K engagements

"2/ The Setup: AI is eating the world. Every model endpoint and cloud environment needs protection. Thats where $S comes in. This isnt legacy security its AI-native defense built from the ground up to detect and respond automatically. πŸ§ βš”"
X Link 2025-10-28T15:36Z [----] followers, [---] engagements

"3/ $CRWD trades like it already owns the future. $CRWD = 20x sales multiple. $S = a fraction of that. Both serve the same core market: endpoint protection. Both use AI for threat detection. But $S is catching up fast and its still priced like its 2021"
X Link 2025-10-28T15:36Z [----] followers, [---] engagements

"4/ Growth tells the story: $S is posting 30-40% YoY revenue growth even in a tough macro. Gross margins improving. Losses shrinking. Its at the same inflection point $CRWD hit before it exploded 10x. πŸ“ˆ"
X Link 2025-10-28T15:36Z [----] followers, [---] engagements

"5/ AI is the new frontier of cybersecurity. Old systems depend on humans and static rules. $S s platform learns adapts and defends automatically. Thats not buzz thats scalability. As AI adoption grows AI-security demand grows even faster"
X Link 2025-10-28T15:36Z [----] followers, [---] engagements

"6/ Valuation disconnect is wild. $S s valuation is lower than many non-AI security names despite being one of the few truly AI-native plays in the space. Wall Street hasnt priced in the AI-security gold rush yet"
X Link 2025-10-28T15:36Z [----] followers, [---] engagements

"7/ Think about it: Data = the new gold. AI models = the new factories. Cybersecurity = the fence protecting both. $S is building that fence and teaching it to defend itself. πŸ’Ž"
X Link 2025-10-28T15:36Z [----] followers, [---] engagements

"8/ Hidden Gem Phase: Enterprise deals are ramping. Partnerships are growing. Government contracts expanding. This is the early accumulation zone before the herd wakes up"
X Link 2025-10-28T15:36Z [----] followers, [---] engagements

"9/ TL;DR: $S is: βœ… AI-native cybersecurity platform βœ… Growing fast with improving fundamentals βœ… Trading way below $CRWDs multiples βœ… Positioned for the AI-security supercycle"
X Link 2025-10-28T15:36Z [----] followers, [---] engagements

"10/ When the market finally connects the dots $S wont be undervalued for long. Underestimated. Underowned. Underpriced. Thats the recipe for a monster move. πŸš€"
X Link 2025-10-28T15:36Z [----] followers, [---] engagements

"1/ 🚨 Most people still think $LUMN is just an old telecom. Theyre missing the plot. Lumen is quietly becoming the physical nervous system of the AI economy. A once-in-a-generation infrastructure play hiding in plain sight. πŸ‘‡"
X Link 2025-10-31T19:17Z [----] followers, 10.7K engagements

"2/ $LUMN is rolling out [--] million new fiber miles by [----]. Thats the connective tissue for every AI model data center and cloud cluster in America. Latency down. Bandwidth up. Its building the rails for AI the same way $AMZN built the rails for e-commerce"
X Link 2025-10-31T19:17Z [----] followers, [---] engagements

"3/ Theyre not just laying fiber theyre building an intelligent programmable network. Their Network-as-a-Service (NaaS) platform lets enterprises spin up connectivity like AWS spins up compute. This is cloud-like connectivity software-defined bandwidth on demand. $LUMN"
X Link 2025-10-31T19:17Z [----] followers, [---] engagements

"4/ Then came the $PLTR $LUMN partnership a massive validation. Palantirs Foundry + AIP will run directly on Lumens new digital network fabric. AI + network = seamless real-time data infrastructure. You cant replicate this overnight. Its a moat built in glass and code"
X Link 2025-10-31T19:17Z [----] followers, [---] engagements

"5/ Financially $LUMN just offloaded declining assets refinanced debt and is guiding for $1.2B$1.4B in FCF for FY25. For a company trading under [--] sales thats insane asymmetry. Legacy stigma priced in. AI upside not even close to priced in"
X Link 2025-10-31T19:17Z [----] followers, [---] engagements

"6/Market cap: $11B Revenue: $12.8B EV/EBITDA: [---] vs [--] tech sector median. The market still values Lumen like a dying telco. But its quietly morphing into the control layer of AI connectivity. This rerate could be violent. ⚑"
X Link 2025-10-31T19:17Z [----] followers, [---] engagements

"7/ Think of $LUMN as the underground $NVDA the invisible infrastructure making AI possible. NVDA powers the brains. LUMN powers the nervous system. Both are essential. Only one is priced for extinction"
X Link 2025-10-31T19:17Z [----] followers, [---] engagements

"@CoryTV @DrillDownPod Fantastic coverage of $LUMN keep us updated"
X Link 2025-10-31T20:04Z [----] followers, [--] engagements

"Super impressive partnership with $pltr and $lumn $PLTR Palantir CEO Alex Karp on the multi-year multi-million-dollar strategic partnership with Lumen: "We are helping companies move faster than you can imagine and help them save money at the same time. People are seeing the value of ontology." https://t.co/wINBvwukao $PLTR Palantir CEO Alex Karp on the multi-year multi-million-dollar strategic partnership with Lumen: "We are helping companies move faster than you can imagine and help them save money at the same time. People are seeing the value of ontology." https://t.co/wINBvwukao"
X Link 2025-11-02T20:55Z [----] followers, [---] engagements

"Is Palantir Wall Street's Next Stock Split $pltr https://www.fool.com/investing/2025/11/02/is-palantir-wall-streets-next-stock-split/ https://www.fool.com/investing/2025/11/02/is-palantir-wall-streets-next-stock-split/"
X Link 2025-11-03T00:56Z [----] followers, [---] engagements

"Alex Karp blasts Big Short investor Michael Burry as bats--- crazy for bets against Palantir Nvidia"
X Link 2025-11-04T14:22Z [----] followers, [---] engagements

"$zec Trading $508 on Gemini. Very little supply on exchanges"
X Link 2025-11-05T19:59Z [----] followers, [--] engagements

"Researchers "Embodied" an LLM Into a Robot Vacuum and It Suffered an Existential Crisis Thinking About Its Role in the World https://futurism.com/artificial-intelligence/llm-robot-vacuum-existential-crisis https://futurism.com/artificial-intelligence/llm-robot-vacuum-existential-crisis"
X Link 2025-11-08T18:26Z [----] followers, [---] engagements

"Explore new ways to plan and book travel with AI in Search https://blog.google/products/search/agentic-plans-booking-travel-canvas-ai-mode/ https://blog.google/products/search/agentic-plans-booking-travel-canvas-ai-mode/"
X Link 2025-11-18T19:54Z [----] followers, [--] engagements

"Rare Klimt painting Portrait of Elisabeth Lederer smashes auction records at $236.4 million CNN https://www.cnn.com/2025/11/18/style/sothebys-klimt-cattelan-sales https://www.cnn.com/2025/11/18/style/sothebys-klimt-cattelan-sales"
X Link 2025-11-20T00:32Z [----] followers, [---] engagements

"Palo Alto Networks to Acquire Observability Platform https://www.pymnts.com/acquisitions/2025/after-cloudflare-outage-palo-alto-networks-moves-to-acquire-observability-platform-for-3-35-billion https://www.pymnts.com/acquisitions/2025/after-cloudflare-outage-palo-alto-networks-moves-to-acquire-observability-platform-for-3-35-billion"
X Link 2025-11-24T22:12Z [----] followers, [---] engagements

"Generative UI from Gemini [--] Pro https://www.uxtigers.com/post/generative-ui-google https://www.uxtigers.com/post/generative-ui-google"
X Link 2025-11-25T13:36Z [----] followers, [--] engagements

"Kalshi Teams Up With Barchart To Scale Prediction Market Data Adoption https://www.barchart.com/solutions/press-releases/kalshi-teams-up-with-barchart-to-scale-prediction-market-data-adoption https://www.barchart.com/solutions/press-releases/kalshi-teams-up-with-barchart-to-scale-prediction-market-data-adoption"
X Link 2025-11-25T14:47Z [----] followers, [--] engagements

"Artificial Intelligencer: How Google is borrowing Nvidias playbook $nvda $goog https://www.reuters.com/technology/artificial-intelligence/artificial-intelligencer-how-google-is-borrowing-nvidias-playbook-2025-11-27/ https://www.reuters.com/technology/artificial-intelligence/artificial-intelligencer-how-google-is-borrowing-nvidias-playbook-2025-11-27/"
X Link 2025-11-27T20:25Z [----] followers, [---] engagements

"LeBron Jamess scoring streak was older than the iPhone. It ended with a pass. https://www.msn.com/en-us/sports/basketball/lebron-james-s-scoring-streak-was-older-than-the-iphone-it-finally-ended/ar-AA1RMmoi https://www.msn.com/en-us/sports/basketball/lebron-james-s-scoring-streak-was-older-than-the-iphone-it-finally-ended/ar-AA1RMmoi"
X Link 2025-12-05T15:59Z [----] followers, [--] engagements

"Coinbase Unveils Prediction Markets Stock Trading and Solana DeFi Integration - Decrypt https://decrypt.co/352800/coinbase-unveils-prediction-markets-stock-trading-solana-defi-integration https://decrypt.co/352800/coinbase-unveils-prediction-markets-stock-trading-solana-defi-integration"
X Link 2025-12-18T00:49Z [----] followers, [--] engagements

"1/ Lets talk $CSTM Constellium SE and why aluminum is quietly setting up for a powerful multi-year move. This is one of those trades where the macro and the company fundamentals are finally lining up"
X Link 2025-12-23T17:27Z [----] followers, [---] engagements

"6/ Constelliums exposure to EV battery enclosures and lightweight auto structures gives it leverage to long-term demand trends that are still early innings"
X Link 2025-12-23T17:27Z [----] followers, [--] engagements

"7/ This is where $AA Alcoa comes in. $AA is the global bellwether for aluminum pricing. When aluminum spreads improve it shows up in Alcoa first"
X Link 2025-12-23T17:27Z [----] followers, [--] engagements

"8/ Strength in $AA confirms the macro backdrop. $CSTM then benefits with operating leverage through value-added products and tighter supply chains"
X Link 2025-12-23T17:27Z [----] followers, [--] engagements

"10/ The market still treats aluminum like a short-cycle trade. Thats the mistake. This is increasingly a structural materials story tied to electrification and re-industrialization"
X Link 2025-12-23T17:27Z [----] followers, [--] engagements

"11/ $CSTM offers asymmetric upside if aluminum prices stay firm while demand accelerates. $AA validates the pricing environment. Together they frame a compelling aluminum thesis"
X Link 2025-12-23T17:27Z [----] followers, [--] engagements

"The Banks and the Silver Surge: Rumors vs. Reality Disruption Banking https://www.disruptionbanking.com/2025/12/29/the-banks-and-the-silver-surge-rumors-vs-reality/ https://www.disruptionbanking.com/2025/12/29/the-banks-and-the-silver-surge-rumors-vs-reality/"
X Link 2025-12-29T20:05Z [----] followers, [--] engagements

"Googles Apple deal is a major seal of approval for Gemini and a sure sign it's beginning to pull ahead of OpenAI in the AI race IT Pro https://www.itpro.com/technology/artificial-intelligence/googles-apple-deal-is-a-major-seal-of-approval-for-gemini-and-a-sure-sign-its-beginning-to-pull-ahead-of-openai-in-the-ai-race https://www.itpro.com/technology/artificial-intelligence/googles-apple-deal-is-a-major-seal-of-approval-for-gemini-and-a-sure-sign-its-beginning-to-pull-ahead-of-openai-in-the-ai-race"
X Link 2026-01-13T12:06Z [----] followers, [--] engagements

"8/ Why MRAM beats Flash and SRAM here: Flash problems: Slow writes Limited endurance Needs refresh Fails at high temps SRAM problems: Volatile High power draw Loses state on reset Expensive per bit MRAM solves both"
X Link 2026-01-21T20:29Z [----] followers, [---] engagements

"9/ Embedded MRAM (eMRAM) is the next unlock. Instead of external Flash or SRAM: SoCs integrate MRAM directly on chip. That means: Faster boot Lower power Smaller BOM Higher reliability Foundries are enabling it. Everspin Technologies ($MRAM) already has the IP"
X Link 2026-01-21T20:29Z [----] followers, [---] engagements

"10/ This is the same adoption curve NAND had in the 1990s. Phase 1: Niche expensive mission-critical Phase 2: Industrial + automotive Phase 3: Embedded everywhere Phase 4: Broad replacement of legacy memory We are in Phase [--] moving into Phase 3"
X Link 2026-01-21T20:29Z [----] followers, [---] engagements

"Heres what most people miss: MRAM doesnt have to replace DRAM or NAND to be massive. It only needs to own: Persistent cache Configuration memory Event logs Firmware storage Always-on edge memory Safety-critical state memory Those segments alone are multi-billion dollar markets. https://twitter.com/i/web/status/2014072966078755134 https://twitter.com/i/web/status/2014072966078755134"
X Link 2026-01-21T20:29Z [----] followers, [---] engagements

"14/ Catalysts most people arent modeling yet: EV compute platforms standardizing on MRAM Edge AI chips adopting eMRAM Defense modernization programs Industrial IoT memory refresh cycles Data center persistent metadata memory All of those raise MRAM attach rates"
X Link 2026-01-21T20:29Z [----] followers, [---] engagements

"15/ Bottom line: MRAM is not replacing DRAM or NAND. Its replacing Flash and SRAM where failure isnt an option. Everspin Technologies ($MRAM) is the only company already shipping that solution at scale. Thats not a science project. Thats an early monopoly in a high-value niche. https://twitter.com/i/web/status/2014072972064043028 https://twitter.com/i/web/status/2014072972064043028"
X Link 2026-01-21T20:29Z [----] followers, [---] engagements

"16/ This is what boring exponential looks like: Low visibility Slow adoption Sticky customers High margins Long product lifecycles Regulatory and certification moats Those businesses dont trend on FinTwit. They quietly compound"
X Link 2026-01-21T20:29Z [----] followers, [---] engagements

"Alex Honnold's live climb of Taipei [---] draws excitement and concern https://apnews.com/article/alex-honnold-taipei-101-climb-netflix-0709f4d062923a09ff6da3786131fdd0 https://apnews.com/article/alex-honnold-taipei-101-climb-netflix-0709f4d062923a09ff6da3786131fdd0"
X Link 2026-01-22T18:39Z [----] followers, [---] engagements

"8 Best Stocks to Buy According to Billionaire Bill Ackman - Insider Monkey https://www.insidermonkey.com/blog/8-best-stocks-to-buy-according-to-billionaire-bill-ackman-1679519/2 https://www.insidermonkey.com/blog/8-best-stocks-to-buy-according-to-billionaire-bill-ackman-1679519/2"
X Link 2026-01-24T16:05Z [----] followers, [---] engagements

"Lisk - in one amazing picture $lsk https://www.reddit.com/r/Lisk/comments/7e7mwb/lisk_in_one_amazing_picture/st=JA86OCWJ&sh=d6be2aa7 https://www.reddit.com/r/Lisk/comments/7e7mwb/lisk_in_one_amazing_picture/st=JA86OCWJ&sh=d6be2aa7"
X Link 2017-11-20T12:45Z [----] followers, [--] engagements

"Prediction $eos Launch will vote go in the next few hours #eosio #eos #mainet"
X Link 2018-06-08T21:58Z [----] followers, [--] engagements

"Surprise KYC: Investors in Tezos' Troubled ICO Might Finally Be Fed Up http://dlvr.it/QX8n97 http://dlvr.it/QX8n97"
X Link 2018-06-13T13:31Z [----] followers, [--] engagements

"Bloomberg Terminal Adds Huobi's Cryptocurrency Market Index http://dlvr.it/QY1GJh http://dlvr.it/QY1GJh"
X Link 2018-06-21T07:40Z [----] followers, [--] engagements

"Crypto Non-Profits Are Flawed Zcash Thinks It Can Change That http://dlvr.it/QYGRBH http://dlvr.it/QYGRBH"
X Link 2018-06-23T13:41Z [----] followers, [--] engagements

"Tezos A Launch Story: What's Left Before the $232 Million Tech Goes Live http://dlvr.it/QYSkbT http://dlvr.it/QYSkbT"
X Link 2018-06-25T15:45Z [----] followers, [--] engagements

"VeChain Arrives: What to Know About the $1.5 Billion Blockchain for Business http://dlvr.it/QZ0QtT http://dlvr.it/QZ0QtT"
X Link 2018-06-30T05:50Z [----] followers, [--] engagements

"Augur Is Live: Decentralized Prediction Market Launches After 2-Year Beta http://dlvr.it/Qb3QSf http://dlvr.it/Qb3QSf"
X Link 2018-07-10T09:19Z [----] followers, [--] engagements

"$20K in Crypto: The First Bets on Prediction Market Augur Just Paid Out http://dlvr.it/Qc2P4d http://dlvr.it/Qc2P4d"
X Link 2018-07-19T05:30Z [----] followers, [--] engagements

"Rejection Aside Calls for a Bitcoin ETF Are Only Escalating http://dlvr.it/Qd3Pxc http://dlvr.it/Qd3Pxc"
X Link 2018-07-28T11:43Z [----] followers, [--] engagements

"Wikipedia Competitor Everipedia's Blockchain Is Now Live http://dlvr.it/QfLwMy http://dlvr.it/QfLwMy"
X Link 2018-08-09T17:01Z [----] followers, [--] engagements

"Tron Now Owns a Stake In BitTorrent Founder's New Crypto Project http://dlvr.it/QhQXtN http://dlvr.it/QhQXtN"
X Link 2018-08-29T09:36Z [----] followers, [--] engagements

"$102 Million: A16z Polychain Back Blockchain Project Dfinity's Funding Round http://dlvr.it/QhSR6G http://dlvr.it/QhSR6G"
X Link 2018-08-29T15:37Z [----] followers, [--] engagements

"US Elections Push Augur's Total Ether Bets Over $2 Million http://dlvr.it/QqZb2N http://dlvr.it/QqZb2N"
X Link 2018-11-06T13:52Z [----] followers, [--] engagements

"Asus Allows Gamers to Mine Crypto With Their Idle Graphics Cards http://dlvr.it/QsT9vf http://dlvr.it/QsT9vf"
X Link 2018-11-30T10:12Z [----] followers, [--] engagements

"Numerai to Cut Token Supply by [--] Million to Become Decentralized as F*ck http://dlvr.it/Qsr2K0 http://dlvr.it/Qsr2K0"
X Link 2018-12-04T22:14Z [----] followers, [--] engagements

"A16z-backed Startup Anchor Labs Launches Crypto Custodial Service http://dlvr.it/QxK97l http://dlvr.it/QxK97l"
X Link 2019-01-23T16:12Z [----] followers, [--] engagements

"Augur Interface Veil Acquires Search Engine for Prediction Markets http://dlvr.it/QxNzKg http://dlvr.it/QxNzKg"
X Link 2019-01-24T14:50Z [----] followers, [--] engagements

"Spanish Telecom Giant to Trial Blockchain Consumer Data Marketplace http://dlvr.it/QzNGc7 http://dlvr.it/QzNGc7"
X Link 2019-02-21T14:07Z [----] followers, [--] engagements

"1confirmation Canaan Partners Back Startup Pushing New Spin on Airdrops http://dlvr.it/R1CWhG http://dlvr.it/R1CWhG"
X Link 2019-03-20T16:08Z [----] followers, [--] engagements

"Bitcoin Futures Volume Is More Significant Than You Think Bitwise Says http://dlvr.it/R1MFY9 http://dlvr.it/R1MFY9"
X Link 2019-03-22T18:14Z [----] followers, [--] engagements

"R3 Co-Founder Jesse Edwards Is Leaving the Enterprise Blockchain Firm http://dlvr.it/R1V8HM http://dlvr.it/R1V8HM"
X Link 2019-03-25T09:07Z [----] followers, [--] engagements

"CabbageTech CEO Indicted in New York for Defrauding Crypto Investors http://dlvr.it/R1dXdf http://dlvr.it/R1dXdf"
X Link 2019-03-27T09:22Z [----] followers, [--] engagements

"Bitfury Swiss Investment Firm Launch Regulated Bitcoin Mining Fund http://dlvr.it/R3Pm3q http://dlvr.it/R3Pm3q"
X Link 2019-04-24T10:21Z [----] followers, [--] engagements

"$matic when Binance @binance #binance opens deposits"
X Link 2019-05-14T12:15Z [----] followers, [--] engagements

"SEC Again Delays Decision on Bitwise Bitcoin ETF Approval http://dlvr.it/R4hZw9 http://dlvr.it/R4hZw9"
X Link 2019-05-14T17:59Z [----] followers, [--] engagements

"$matic trading back over .01 again on other exchanges while @binance is in maintenance mode"
X Link 2019-05-15T11:19Z [----] followers, [--] engagements

"Any of you thinking of selling $matic for a quick trade is going to regret it majorly when its trading 50x-100x. Will be the best performing crypto of [----]. Mark my words. #bitcoin #ethereum https://www.binance.com/en/trade/MATIC_BTC https://www.binance.com/en/trade/MATIC_BTC"
X Link 2019-05-15T16:48Z [----] followers, [--] engagements

"Great work $matic @sandeepnailwal @maticnetwork & of course @decentraland Keep up the energy and excitement in delivering the very best. The community fully supports matic's sidechains for level [--] plasma scaling on $eth. Finally a viable solution is here Mass adoption is coming The biggest challenge the blockchain community faces is finding a balance between speed security and UX. Were lucky enough to work with @maticnetwork whose Proof of Stake sidechain has changed the game entirely. Learn more: https://t.co/s8WLB4Ickz https://t.co/QrbDjFMiz4 The biggest challenge the blockchain community"
X Link 2019-05-16T18:58Z [----] followers, [--] engagements

"Love what @maticnetwork $matic is doing" - Scale ETH securely and super fast - Provide the very best SDK's to enhanced the UX with developers Finally real user adoption can come to $eth thanks to $matic #plasma #ethereum #pos #sidechains https://medium.com/matic-network/finer-details-of-matics-plasma-implementation-d3caecdfb7f1 https://medium.com/matic-network/finer-details-of-matics-plasma-implementation-d3caecdfb7f1"
X Link 2019-05-16T19:07Z [----] followers, [--] engagements

"$matic path to $5 compared to $xrp based on circulation numbers We've got alot of room to grow $xrp supply [--] Billion coins all time high $3.84 $matic supply only [--] Billion coins all time high $0.011555"
X Link 2019-05-16T20:20Z [----] followers, [--] engagements

"$matic is under huge accumulation from holders. Volume to market cap ratio is [----]. Basically its trading volume is 2-3 times the market. That means its very cheap https://www.coingecko.com/en/coins/matic-networkutm_content=matic-network&utm_medium=search_coin&utm_source=coingecko https://www.coingecko.com/en/coins/matic-networkutm_content=matic-network&utm_medium=search_coin&utm_source=coingecko"
X Link 2019-05-16T22:59Z [----] followers, [--] engagements

"$matic [---] sats coming"
X Link 2019-05-17T04:02Z [----] followers, [--] engagements

"@JKCoins $btt has too much circulation and the project is not even close to the opportunity of $matic. Matic Network will be a top [--] coinmarketcap. The projects are night and day. #dyor #matic #btt"
X Link 2019-05-17T22:40Z [----] followers, [--] engagements

"Here goes $matic again. 250+ sats coming"
X Link 2019-05-19T15:59Z [----] followers, [--] engagements

"All the $btt noobs shifting over to $matic and realizing its the real deal Top [--] coin here we come #matic #MATICNetwork"
X Link 2019-05-20T15:20Z [----] followers, [--] engagements

"$matic TOP [---] right about now Headed to top [--]. @maticnetwork @sandeepnailwal #matic #maticnetwork #ethereum #plasma #sidechains"
X Link 2019-05-20T15:42Z [----] followers, [--] engagements

"Congrats @maticnetwork @sandeepnailwal $matic community We broke Top [---] in Coin Marketcap Top [--] here we come #MATIC #plasma #sidechains #ethereum https://coinmarketcap.com/currencies/matic-network/ https://coinmarketcap.com/currencies/matic-network/"
X Link 2019-05-20T16:06Z [----] followers, [--] engagements

"$matic - How to spot a soon-to-be Top [--] highest valued marketcap coin - trading volume is 8x current marketcap Over 1/2Billion in volume from only one major exchange πŸ˜‰#matic $eth @maticnetwork some much room to grow"
X Link 2019-05-21T12:20Z [----] followers, [--] engagements

"Next stop $matic [---] sats"
X Link 2019-05-21T22:24Z [----] followers, [--] engagements

"$matic something big is brewing"
X Link 2019-06-04T21:02Z [----] followers, [--] engagements

"$matic be like"
X Link 2019-06-05T22:37Z [----] followers, [--] engagements

"Walmart China Teams with VeChain PwC on Blockchain Food Safety Platform http://dlvr.it/R7FW1s http://dlvr.it/R7FW1s"
X Link 2019-06-25T14:16Z [----] followers, [--] engagements

"Chainlink trading $2.99 on @coinbase $link"
X Link 2019-06-28T17:16Z [----] followers, [--] engagements

"$link $4.24 on Coinbase"
X Link 2019-06-29T03:05Z [----] followers, [--] engagements

"Binance Exchange Is Launching Crypto Futures Trading Platform http://dlvr.it/R7f49m http://dlvr.it/R7f49m"
X Link 2019-07-02T06:14Z [----] followers, [--] engagements

"Amazon Deloitte Fidelity Partner With IDEO CoLab on Blockchain Accelerator http://dlvr.it/R8DLTy http://dlvr.it/R8DLTy"
X Link 2019-07-11T15:09Z [----] followers, [--] engagements

"$matic ready for beast mode #matic"
X Link 2019-07-12T17:00Z [----] followers, [--] engagements

"Expect Chaos: Polkadot to Launch Experimental Kusama Network This Summer http://dlvr.it/R8WkHW http://dlvr.it/R8WkHW"
X Link 2019-07-16T16:41Z [----] followers, [--] engagements

"Reddit Co-Founder Ohanian Leads $3.75 Million Round in Hearthstone Competitor http://dlvr.it/R8Zlwc http://dlvr.it/R8Zlwc"
X Link 2019-07-17T14:10Z [----] followers, [--] engagements

"For $15K Hell Fake Your Exchange Volume Youll Get on CoinMarketCap http://dlvr.it/R8dFJC http://dlvr.it/R8dFJC"
X Link 2019-07-18T08:15Z [----] followers, [--] engagements

"Trons Justin Sun Denies Media Accusation of Illegal Crypto Fundraise http://dlvr.it/R8wHg3 http://dlvr.it/R8wHg3"
X Link 2019-07-23T09:32Z [----] followers, [--] engagements

"Why the Youngest Bitcoin Millionaire is Willing to Stake it All on Metal Pay http://dlvr.it/RBTycr http://dlvr.it/RBTycr"
X Link 2019-08-19T13:03Z [----] followers, [--] engagements

"DataFleets keeps private data useful and useful data private with federated learning and $4.5M seed #ArtificialIntelligence #Enterprise #Privacy http://dlvr.it/RkNYf5 http://dlvr.it/RkNYf5"
X Link 2020-10-26T18:55Z [----] followers, [--] engagements

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@mszerencsy
/creator/twitter::mszerencsy