# ![@ChromaCrownCA Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1238241077842325506.png) @ChromaCrownCA ChromaCrown

ChromaCrown posts on X about $tigr, $zeta, $flnc, stocks the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1238241077842325506/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1238241077842325506/c:line/m:interactions.svg)

- [--] Week [-----] -83%
- [--] Month [------] +46%
- [--] Year [------] +12,385%

### Mentions: [--] [#](/creator/twitter::1238241077842325506/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1238241077842325506/c:line/m:posts_active.svg)

- [--] Year [---] +3,333%

### Followers: [---] [#](/creator/twitter::1238241077842325506/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1238241077842325506/c:line/m:followers.svg)

- [--] Week [---] +1.60%
- [--] Month [---] +5.40%
- [--] Year [---] +160%

### CreatorRank: undefined [#](/creator/twitter::1238241077842325506/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1238241077842325506/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$tigr](/topic/$tigr), [$zeta](/topic/$zeta), [$flnc](/topic/$flnc), [stocks](/topic/stocks), [ai](/topic/ai), [$futu](/topic/$futu), [strong](/topic/strong), [in the](/topic/in-the), [ceo](/topic/ceo), [$vst](/topic/$vst)

**Top assets mentioned**
[ZetaChain (ZETA)](/topic/$zeta) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Vistra, Corp. (VST)](/topic/$vst) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Tesla, Inc. (TSLA)](/topic/$tsla) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [Applied Optoelectronics, Inc. (AAOI)](/topic/$aaoi) [Metadium (META)](/topic/$meta) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Alibaba Group (BABA)](/topic/$baba) [Snap, Inc. (SNAP)](/topic/$snap) [NovaDEX (NVX)](/topic/$nvx) [Alien Base (ALB)](/topic/$alb) [Ambarella, Inc. Ordinary Shares (AMBA)](/topic/$amba) [Ameresco, Inc. (AMRC)](/topic/$amrc) [Micron Technology, Inc. (MU)](/topic/$mu) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [Progress Software Corp (DE) (PRGS)](/topic/$prgs) [PENG (PENG)](/topic/$peng) [Magnite, Inc. Common Stock (MGNI)](/topic/$mgni) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [MNTN, Inc. (MNTN)](/topic/$mntn) [Alkami Technology, Inc. (ALKT)](/topic/$alkt) [4 (FOUR)](/topic/$four) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [UiPath, Inc. (PATH)](/topic/$path) [QuantumScape Corporation (QS)](/topic/$qs) [Semrush Holdings, Inc. (SEMR)](/topic/$semr) [Fabrinet (FN)](/topic/$fn) [Coherent Inc (COHR)](/topic/$cohr) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Ciena Corporation (CIEN)](/topic/$cien) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Taiwan Semiconductor (TSM)](/topic/$tsm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$NVO As expected strong rebound off the 200W MA at 78.5$. Should further consolidate in the 80-90$ range following recent good news"  
[X Link](https://x.com/ChromaCrownCA/status/1884559442844237855)  2025-01-29T11:09Z [--] followers, [--] engagements


"$ASML Key level for ASML consolidating at the 200w MA. Needs to hold 650-700$ as it has been trading above the 200w MA for the last [--] years"  
[X Link](https://x.com/ChromaCrownCA/status/1884646920271831337)  2025-01-29T16:56Z [--] followers, [---] engagements


"$LFMD I have added this one to my watchlist a few weeks ago. P/S ratio of [---] growing revenue at 30-40% YoY. Fwd P/S below [--]. Also close to profitability. A smaller $HIMS doing well"  
[X Link](https://x.com/ChromaCrownCA/status/1884650758768934970)  2025-01-29T17:12Z [--] followers, [---] engagements


"Top [--] Winners according to ChatGPT : $EOSE Zinc batteries $GWH Iron-flow batteries $NVX Synthetic graphite $WWR Natural graphite $LICY Battery recycling $ICL U.S. LFP cathode plant $MVST Li-ion cells & packs $FLNC Grid-scale storage $TSLA Megapack shift $ALB Domestic lithium This is very big news for many stocks: $EOSE $ENVX $AMPX $ENR $MVST $SLDP $SES $ABAT Full disclosure. Of all these Im long $AMPX which is the only battery maker in the world to have ever achieved a density of 500+ Wh/kg critical for drones. https://t.co/13lBPOoCDn https://t.co/Uenmby80Ry This is very big news for many"  
[X Link](https://x.com/neecoinvests/status/1977110562073964819)  2025-10-11T20:34Z [---] followers, [---] engagements


"China just moved to restrict exports of large lithium-ion batteries cathode and anode materials and manufacturing equipment. Thats a big deal for U.S. energy storage and grid projects. Three U.S. stocks that could benefit from this : $NVX $ALB $EOSE"  
[X Link](https://x.com/neecoinvests/status/1977111651582349428)  2025-10-11T20:38Z [---] followers, [---] engagements


"Underrated Battery Energy Storage Play. Fluence $FLNC has a backlog of $4.9B. Thats 2x its market cap. It also trades at a low P/S of [----]. My favorite Battery Energy Storage play here. $TSLA $EOSE https://www.bloomberg.com/news/articles/2025-10-11/us-china-trade-talks-battery-export-controls-provide-new-leverageembedded-checkout=true https://www.bloomberg.com/news/articles/2025-10-11/us-china-trade-talks-battery-export-controls-provide-new-leverageembedded-checkout=true"  
[X Link](https://x.com/neecoinvests/status/1977113599966355771)  2025-10-11T20:46Z [---] followers, [---] engagements


"$FOUR Interesting valuation. Q2 rev ex-network fees: $413M +29% YoY Payment volume: $50B +25% Closed Global Blue deal adds $300M+ rev & intl reach Guiding $2B FY25 rev ex-fees Trading at 3x EBITDA while growing 30%+ P/S of 1.87"  
[X Link](https://x.com/neecoinvests/status/1977120757709758933)  2025-10-11T21:14Z [---] followers, [---] engagements


"$ZETA Interesting setup. Q2 rev: $308M +35% YoY 16th straight beat & raise quarter Acquired Marigold Enterprise adds $325M rev strengthens loyalty platform Trading at 3.5x P/S Still early in AI-driven marketing adoption"  
[X Link](https://x.com/neecoinvests/status/1977127240669536677)  2025-10-11T21:40Z [---] followers, [---] engagements


"$ZETA Recently unveiled Athena an AI interface that lets marketers run campaigns through natural conversations not dashboards. Early access later this year. If it works this could be a real adoption catalyst for the platform. https://zetaglobal.com/news/zeta-live-2025-zeta-global-unveils-athena-by-zeta-a-conversational-superintelligent-agent-that-transforms-questions-into-actionable-answers/ https://zetaglobal.com/news/zeta-live-2025-zeta-global-unveils-athena-by-zeta-a-conversational-superintelligent-agent-that-transforms-questions-into-actionable-answers/"  
[X Link](https://x.com/neecoinvests/status/1977134074532884731)  2025-10-11T22:07Z [---] followers, [---] engagements


"$FOUR Insider Jared Isaacman bought $16M of stock in August around $8283. Stock closed $77.23 on Oct [--]. 👀👀👀"  
[X Link](https://x.com/neecoinvests/status/1977135416269807829)  2025-10-11T22:13Z [---] followers, [---] engagements


"$AMBA recently teamed up with Cadence + Samsung Foundry to push its edge AI SoCs into 4nm/2nm design nodes meaning better performance and lower power. https://community.cadence.com/cadence_blogs_8/b/corporate-news/posts/ambarella-redefines-edge-ai-performance-with-cadence https://community.cadence.com/cadence_blogs_8/b/corporate-news/posts/ambarella-redefines-edge-ai-performance-with-cadence"  
[X Link](https://x.com/neecoinvests/status/1977138320988946546)  2025-10-11T22:24Z [---] followers, [--] engagements


"$AMBA Their CV3 AI SoCs are powering next-gen autonomous driving security and IoT vision. Now moving to 4nm with Samsung + Cadence. Faster cooler more efficient. This is real edge AI infrastructure not hype"  
[X Link](https://x.com/neecoinvests/status/1977138694416220453)  2025-10-11T22:26Z [---] followers, [--] engagements


"$AMKR Promising setup. Q2 rev: $1.51B +3% YoY New $7B Arizona advanced packaging site underway Key partner for Apples U.S. chip packaging push Trades at 1.1x P/S 25x Fwd P/E Advanced packaging is the next semiconductor bottleneck"  
[X Link](https://x.com/neecoinvests/status/1977140449992491051)  2025-10-11T22:33Z [---] followers, [---] engagements


"5 stocks to watch on this news: $MP only large-scale U.S. rare earths miner $PPTA developing Americas only primary antimony mine $UUUU producing rare earth oxides and uranium in the U.S $ALB leading U.S. lithium producer $MTRN sole U.S. beryllium supplier THE PENTAGON HAS LAUNCHED A $1 BILLION BUYING SPREE TO STOCKPILE CRITICAL MINERALS AIMED AT SECURING SUPPLY CHAINS AMID GROWING GEOPOLITICAL TENSIONS. #BREAKING THE PENTAGON HAS LAUNCHED A $1 BILLION BUYING SPREE TO STOCKPILE CRITICAL MINERALS AIMED AT SECURING SUPPLY CHAINS AMID GROWING GEOPOLITICAL TENSIONS. #BREAKING"  
[X Link](https://x.com/neecoinvests/status/1977324489726992885)  2025-10-12T10:44Z [---] followers, [---] engagements


"🧠 Small Caps - Top U.S. AI Software Stocks (Oct 25) $BBAI gov & enterprise decision-intelligence $INOD AI data-training $SOUN voice & multimodal AI $AI enterprise generative-AI $FRSH AI copilots for IT CX & workflow automation $PATH automation + AI agents"  
[X Link](https://x.com/neecoinvests/status/1977428557354696755)  2025-10-12T17:38Z [---] followers, [---] engagements


"$PATH Another interesting AI play Q2 rev: $335M +15% YoY Expanding AI copilots & automation platform across Fortune [---] Deep Microsoft & AWS integrations Trades at [--] P/S AI-driven workflow automation is the next enterprise productivity boom for $PATH"  
[X Link](https://x.com/neecoinvests/status/1977429722150601114)  2025-10-12T17:42Z [---] followers, [---] engagements


"$UUUU Critical Metals play Produced [------] lbs UO in Q2; sold [-----] lbs for $3.85M Operates White Mesa Mill the only conventional uranium processing facility in the U.S. Vanadium assets & developing rare earth extraction from mill streams Trades at 7x P/B"  
[X Link](https://x.com/neecoinvests/status/1977430711536681397)  2025-10-12T17:46Z [---] followers, [---] engagements


"$MXL is quietly building the brains of AI bandwidth Keystone DSP now shipping into 800G modules Rushmore 1.6T chip unveiled with less power faster light Turning profitable again as AI datacenters choke on optics demand #AI #Semiconductors #Optics #SmallCaps"  
[X Link](https://x.com/neecoinvests/status/1977461657442938906)  2025-10-12T19:49Z [---] followers, [---] engagements


"$MXL +11% today $MXL is quietly building the brains of AI bandwidth Keystone DSP now shipping into 800G modules Rushmore 1.6T chip unveiled with less power faster light Turning profitable again as AI datacenters choke on optics demand #AI #Semiconductors #Optics #SmallCaps $MXL is quietly building the brains of AI bandwidth Keystone DSP now shipping into 800G modules Rushmore 1.6T chip unveiled with less power faster light Turning profitable again as AI datacenters choke on optics demand #AI #Semiconductors #Optics #SmallCaps"  
[X Link](https://x.com/neecoinvests/status/1977798134647402499)  2025-10-13T18:06Z [---] followers, [---] engagements


"$FLNC Analyst estimates for Q3 [----] revenue is $1.42 bln. Yes billion. A battery energy storage stock trading at 1.2x P/S. Huge backlog of $5 bln. With growing annual recurring revenue"  
[X Link](https://x.com/neecoinvests/status/1977806217591607414)  2025-10-13T18:38Z [---] followers, [---] engagements


"@SpaceSector001 Yes for them its Q4 2025"  
[X Link](https://x.com/neecoinvests/status/1977866188530065796)  2025-10-13T22:37Z [---] followers, [--] engagements


"$BIDU Baidu has [--] names on the list for a total of 170m MAUs. Interesting. I like both $BABA and $BIDU. $BABA leads the pack in MAUs🥇 https://t.co/J8pniwgtmK $BABA leads the pack in MAUs🥇 https://t.co/J8pniwgtmK"  
[X Link](https://x.com/neecoinvests/status/1979125108028436952)  2025-10-17T09:59Z [---] followers, [---] engagements


"$FLNC My favorite BESS pick. Last Q rev: $603M +25% YoY Backlog: $4.9B Market Cap: $2.4B Close to profitability Scaling U.S. manufacturing to meet IRA demand Strong pipeline in data centers & grid storage Trades at 1x P/S $EOSE $TSLA"  
[X Link](https://x.com/neecoinvests/status/1977137464121999597)  2025-10-11T22:21Z [---] followers, [---] engagements


"$AMBA Another interesting setup. Q2 FY26 rev: $95.5M +50% YoY Returned to profitability Guides Q3 to $100108M raises FY outlook to +3135% growth Strong AI-edge demand in automotive & IoT vision. Turning the corner on growth + profitability"  
[X Link](https://x.com/neecoinvests/status/1977137933514948949)  2025-10-11T22:23Z [---] followers, [--] engagements


"A few small cap plays on the Pentagons new $1B critical minerals stockpile $WWR Alabama graphite anodes SK On deal $ABAT Lithium refining & recycling in Nevada $NB U.S. scandium/niobium DoD funding $NMG Graphite-to-anode developer THE PENTAGON HAS LAUNCHED A $1 BILLION BUYING SPREE TO STOCKPILE CRITICAL MINERALS AIMED AT SECURING SUPPLY CHAINS AMID GROWING GEOPOLITICAL TENSIONS. #BREAKING THE PENTAGON HAS LAUNCHED A $1 BILLION BUYING SPREE TO STOCKPILE CRITICAL MINERALS AIMED AT SECURING SUPPLY CHAINS AMID GROWING GEOPOLITICAL TENSIONS. #BREAKING"  
[X Link](https://x.com/neecoinvests/status/1977326356292858239)  2025-10-12T10:51Z [---] followers, [----] engagements


"🚀 Top U.S. AI Marketing Stocks (Oct 25) $ZETA new Athena AI agent turning prompts into campaigns $RAMP data clean rooms & privacy-safe targeting $DV AI brand-safety + performance tools across platforms $BRZE BrazeAI automating real-time personalization"  
[X Link](https://x.com/neecoinvests/status/1977427940679041321)  2025-10-12T17:35Z [---] followers, [---] engagements


"🐅 $TIGR Asian Fintech on watch TTM revenue: $421.7M up 69% YoY Net income: $117.6M Trades at only [--] P/E [--] Fwd P/E Expanding Tiger Trade platform"  
[X Link](https://x.com/neecoinvests/status/1977456853505188129)  2025-10-12T19:30Z [---] followers, [---] engagements


"🐅 $TIGR Hong Kong wealth arm surging Tiger Vault AUC +577% YoY +42% QoQ in Hong Kong Local client base up 158% YoY Avg new client inflows in HK & SG around $30K Plans to double Hong Kong headcount to capture offshore Chinese wealth $FUTU"  
[X Link](https://x.com/neecoinvests/status/1977458015763607953)  2025-10-12T19:35Z [---] followers, [----] engagements


"$AAOI Optics Play Q2 revenue $103M up 130% YoY Began volume shipments of 800G transceivers to a major hyperscaler Showcasing new 100G VCSEL-based 800G modules at ECOC [----] Targeting 100K units/month production by year-end"  
[X Link](https://x.com/neecoinvests/status/1977458773074575535)  2025-10-12T19:38Z [---] followers, [---] engagements


"AIs optics bottleneck - US small cap plays $AAOI shipping 800G modules $POET developing 1.6T optical engines & co-packaged optics $MXL PAM4 DSP chips powering next-gen 1.6T links $CRDO ultra-low-power 800G/1.6T optical DSPs The next AI constraint is light speed bandwidth"  
[X Link](https://x.com/neecoinvests/status/1977460696347713995)  2025-10-12T19:45Z [---] followers, [---] engagements


"US Battery Stocks in Premarket: $AMRC +10% $FLNC +8% $EOSE +6% $QS +5% Nice rebound following the interesting Bloomberg article from the weekend. $FLNC builds the big Li-ion projects powering the grid today. $EOSE is the wild card. U.S.-made zinc batteries longer duration no lithium risk. Different chemistries same mission: keep the grid running. Both can win. $FLNC builds the big Li-ion projects powering the grid today. $EOSE is the wild card. U.S.-made zinc batteries longer duration no lithium risk. Different chemistries same mission: keep the grid running. Both can win"  
[X Link](https://x.com/neecoinvests/status/1977663424038588654)  2025-10-13T09:11Z [---] followers, [---] engagements


"New Bloomberg article on batteries. A few small-caps to watch: $EOSE grid batteries $FLNC utility-scale storage $AMRC energy infrastructure $IONR lithium supply $ABAT battery recycling #Energy #Batteries #AI https://www.bloomberg.com/news/articles/2025-10-11/us-china-trade-talks-battery-export-controls-provide-new-leverage https://www.bloomberg.com/news/articles/2025-10-11/us-china-trade-talks-battery-export-controls-provide-new-leverage"  
[X Link](https://x.com/neecoinvests/status/1977673624569217030)  2025-10-13T09:51Z [---] followers, [---] engagements


"$FLNC Price targets increasing Fluence Energy price target raised to $17 from $9 at Susquehanna $EOSE $TSLA"  
[X Link](https://x.com/neecoinvests/status/1977715315967459349)  2025-10-13T12:37Z [---] followers, [---] engagements


"Top [--] Stocks in my quant model (12 Oct): $SEMR launching new AI marketing tools to boost reach $TIGR fintech winner riding Chinas offshore wealth boom $UPST AI lending platform primed for a rate-cut cycle"  
[X Link](https://x.com/neecoinvests/status/1977769052891205800)  2025-10-13T16:11Z [---] followers, [---] engagements


"$FLNC Just wow. Big news after hours on Bloomberg. Fluence Energy Inc. expects US orders to make up a large share of its backlog next year as power demand surges from electrification and data center growth. $TSLA $EOSE $QS $ABAT $AMRC"  
[X Link](https://x.com/neecoinvests/status/1977862157359362461)  2025-10-13T22:20Z [---] followers, [---] engagements


"$GEVO Gevo receives extension on $1.46 billion DOE loan commitment for jet fuel project One of the possible changes includes the construction of a lower-cost [--] million gallon per year jet fuel production facility referred to as ATJ-30"  
[X Link](https://x.com/neecoinvests/status/1978222650712310107)  2025-10-14T22:13Z [---] followers, [----] engagements


"$TIGR Last [--] quarters net income was $18m $28m $31m $42m. Assuming growth continues and theres no reason for it not to we could see $200m of net income in the next [--] quarters and thats conservative. Thats a Fwd PE of 8x. For a company with 50% rev growth. PEG of 0.15"  
[X Link](https://x.com/neecoinvests/status/1978906978748354735)  2025-10-16T19:32Z [---] followers, [---] engagements


"$TIGR Very interesting risk reward at a PEG of [----]. Strong execution and now they are focusing on Chinese wealth in Hong Kong. $TIGR Last [--] quarters net income was $18m $28m $31m $42m. Assuming growth continues and theres no reason for it not to we could see $200m of net income in the next [--] quarters and thats conservative. Thats a Fwd PE of 8x. For a company with 50% rev growth. PEG of [----] $TIGR Last [--] quarters net income was $18m $28m $31m $42m. Assuming growth continues and theres no reason for it not to we could see $200m of net income in the next [--] quarters and thats conservative."  
[X Link](https://x.com/neecoinvests/status/1978907328213619037)  2025-10-16T19:34Z [---] followers, [---] engagements


"$TIGR Ill also start tracking their followers on Instagram which could be a good proxy for the retail trading accounts. TigerBrokers: SG - [----] HK - [----] US (TradeUP) - [----] AU - [----] NZ - [----] Total - 18468"  
[X Link](https://x.com/neecoinvests/status/1978908287140581627)  2025-10-16T19:37Z [---] followers, [----] engagements


"$TIGR Lets not forget that Tiger Brokers is planning to double its Hong Kong headcount as it expands its overseas wealth management business for Chinese clients. 🔗 https://www.reuters.com/business/finance/online-broker-tiger-double-hong-kong-headcount-targets-offshore-china-wealth-2025-06-03 https://www.reuters.com/business/finance/online-broker-tiger-double-hong-kong-headcount-targets-offshore-china-wealth-2025-06-03"  
[X Link](https://x.com/neecoinvests/status/1979907597198090393)  2025-10-19T13:48Z [---] followers, [---] engagements


"$TIGR vs $FUTU Comparison P/S - 3.5x vs 9.5x Fwd P/E - 12.7x vs 18.7x Q2 Rev $ - 139m vs 680m Q2 Rev Growth YoY - 59% vs 70% Q2 Net Income $ - 42m vs 330m Market Cap $ - 1.7b vs 22.8b"  
[X Link](https://x.com/neecoinvests/status/1979909584731955700)  2025-10-19T13:56Z [---] followers, [---] engagements


"A hidden theme in the AI boom: Optics. $FN builds 800G/1.6T transceivers $COHR leading supplier of 800G ZR/ZR+ optical modules $LITE developing 800G ZR+ and optical switches $CIEN network infrastructure and bandwidth gear $AAOI 800G optics provider"  
[X Link](https://x.com/neecoinvests/status/1979913372075180035)  2025-10-19T14:11Z [---] followers, [---] engagements


"YTD performance: $FN +86% $COHR +16% $LITE +92% $CIEN +105% $AAOI -10% A hidden theme in the AI boom: Optics. $FN builds 800G/1.6T transceivers $COHR leading supplier of 800G ZR/ZR+ optical modules $LITE developing 800G ZR+ and optical switches $CIEN network infrastructure and bandwidth gear $AAOI 800G optics provider A hidden theme in the AI boom: Optics. $FN builds 800G/1.6T transceivers $COHR leading supplier of 800G ZR/ZR+ optical modules $LITE developing 800G ZR+ and optical switches $CIEN network infrastructure and bandwidth gear $AAOI 800G optics provider"  
[X Link](https://x.com/neecoinvests/status/1979914783466869027)  2025-10-19T14:17Z [---] followers, [---] engagements


"$TIGR They offer a debit card that earns you fractional shares in Singapore. Thats very cool. + Their website is beautiful. My top conviction right now. https://www.itiger.com/sg/market/tiger-boss-debit-card https://www.itiger.com/sg/market/tiger-boss-debit-card"  
[X Link](https://x.com/neecoinvests/status/1981061648757702661)  2025-10-22T18:14Z [---] followers, [----] engagements


"MAUs vs Market Cap $SNAP 930M MAUs $13B market cap $META 3.2B MAUs $1.8T cap $PINS 550M MAUs $23B cap $RDDT 500M MAUs $40B cap"  
[X Link](https://x.com/neecoinvests/status/1982395795648462915)  2025-10-26T10:36Z [---] followers, [---] engagements


"The AI data storage bottleneck: $PSTG NVMe all-flash arrays powering low-latency AI training and vector database workloads $MU HBM3E and high-speed DRAM delivering bandwidth for next-gen AI GPUs $WDC UltraSMR HDDs forming the cold-data backbone of hyperscale AI storage $STX 30TB HAMR drives built for massive AI data-center capacity $NTAP ONTAP software unifying hybrid-cloud storage for enterprise AI pipelines"  
[X Link](https://x.com/neecoinvests/status/1982446914231517688)  2025-10-26T13:59Z [---] followers, [---] engagements


"My favorite stock for the AI Energy Storage bottleneck: $FLNC CEO says U.S. orders will make up half the backlog by [----] $4.9B backlog and growing 22000+ MWh deployed or contracted worldwide Annual recurring revenue nearing $145M Also P/S is at 1.5x"  
[X Link](https://x.com/neecoinvests/status/1982450192042410184)  2025-10-26T14:12Z [---] followers, [---] engagements


"$SNAP Snapchat+ could quietly become a major profit driver. Some simple math. 15M subs $3.50 average price per month = $630M in annual recurring revenue A high-margin stream that is growing every quarter"  
[X Link](https://x.com/neecoinvests/status/1982452153588326564)  2025-10-26T14:20Z [---] followers, [---] engagements


"$TIGR I started tracking Tiger Brokers Instagram accounts on Oct [--]. Their Hong Kong Instagram account (tigerbrokershk) is up [---] followers in just [--] days. Thats a 4.3% increase. Strong momentum here I like that. + Some very cool collabs with local brands in HK like Mr Tea. $TIGR Ill also start tracking their followers on Instagram which could be a good proxy for the retail trading accounts. TigerBrokers: SG - [----] HK - [----] US (TradeUP) - [----] AU - [----] NZ - [----] Total - [-----] $TIGR Ill also start tracking their followers on Instagram which could be a good proxy for the retail trading"  
[X Link](https://x.com/neecoinvests/status/1982453735558119929)  2025-10-26T14:26Z [---] followers, [----] engagements


"$TIGR $FUTU Q3 [----] Trading volume update from Cboe. Options volume is up 23% YoY. These numbers are good for $TIGR and $FUTU. I expect good revenue numbers from both in Q3. Also $IBKR reported strong numbers for Q3 a few days ago"  
[X Link](https://x.com/neecoinvests/status/1982454956599767344)  2025-10-26T14:31Z [---] followers, [----] engagements


"$TIGR 50% of their staff works in R&D. And they keep improving their asset/wealth management tool: TradingFront Tiger Brokers' turnkey asset management platform (TAMP) for financial advisers and external asset managers (EAMs) has launched a new suite of AI-powered and data-driven features to enable smarter decisions unlock new revenue opportunities and offer unparalleled client servicing tools. https://www.hubbis.com/news/tradingfront-by-tiger-brokers-launches-suite-of-ai-powered-tools-to-empower-financial-advisers-external-asset-managers"  
[X Link](https://x.com/neecoinvests/status/1982482814319591651)  2025-10-26T16:21Z [---] followers, [----] engagements


"$ZETA My favorite AI Marketing stock is quietly becoming a real Salesforce challenger. Announced its biggest-ever acquisition Marigolds enterprise loyalty business to expand in CRM and customer engagement CEO says the deal will add scale and deepen enterprise reach Still trades at just [--] P/S https://www.businessinsider.com/martech-company-zeta-global-acquire-marigold-enterprise-business-2025-9utm_source=chatgpt.com https://www.businessinsider.com/martech-company-zeta-global-acquire-marigold-enterprise-business-2025-9utm_source=chatgpt.com"  
[X Link](https://x.com/neecoinvests/status/1982485355019337801)  2025-10-26T16:31Z [---] followers, [---] engagements


"Thoughts on $FLNC after Tesla's Q3 earnings. Their energy storage business is on fire. 44% rev jump to $3.4B & [----] GWh deployed. That's the AI data center boom asking for more batteries to keep the grid from melting down. Makes me more bullish on $FLNC as the quiet powerhouse here: Massive $4.9B backlog + $2.5B pipeline for [----] US orders alone could hit 50% of demand all fueled by hyperscalers Just locked a [---] MW deal in AZ for AI/load growth with domestic tech snagging tax credits CEO is eyeing $8.5B TAM by [----] from AI alone. If TSLA's crushing it Fluence is primed to scale right"  
[X Link](https://x.com/neecoinvests/status/1982504249679286543)  2025-10-26T17:47Z [---] followers, [----] engagements


"$TIGR Chart looking good. 200D MA acting as strong support. + Great US-China news over the weekend"  
[X Link](https://x.com/neecoinvests/status/1982533277186728249)  2025-10-26T19:42Z [---] followers, [----] engagements


"So much positive US-China news over the weekend. Setting up for a solid run into year-end. I think everyone should have some China exposure at this point. Sold $BABA up 139% last month (held for [--] months) now riding $TIGR"  
[X Link](https://x.com/neecoinvests/status/1982534646912237999)  2025-10-26T19:47Z [---] followers, [---] engagements


"Thinking about yolo-ing some cash into $NKLR. Recent SPAC merger. Micro-modular nuclear reactors for AI data centers and medical isotopes. Down 60% from $21.91 highs post-Nasdaq debut (Oct 10) but with a decent amount of cash [----] SOLO reactor timeline and AIs 296GW power crunch by [----]. + Still a lot of retail momentum on Nuclear names. $SMR $OKLO sympathy play"  
[X Link](https://x.com/neecoinvests/status/1982536890285797866)  2025-10-26T19:56Z [---] followers, [---] engagements


"$FLNC Not surprised by price action today as 22% of the float is shorted. And volatility has been quite high recently. Chart still looking good and yes the fundamentals are still great too. Trading at 1.4x P/S. I would love to see this re-rate to a more normal level of 4-5x P/S which would mean 50-60$. My price target on $FLNC is still 50$"  
[X Link](https://x.com/neecoinvests/status/1982828812594303035)  2025-10-27T15:16Z [---] followers, [---] engagements


"Also watching $UPST as AI lending gains real traction. Still down 85% from its [----] peak but up strong YTD. First signs of a turnaround. Few things I like about $UPST: Q2 rev +102% YoY to $257M 58% contribution margin First GAAP-profitable quarter in [--] years Over [---] bank & CU partners loan originations $2.8B (+140% YoY) Q3 guide $280M FY25 $1.05B Their AI model approves 43% more borrowers with 53% fewer defaults (per internal data). 36% lower APRs. And 92% of their loans are fully automated"  
[X Link](https://x.com/neecoinvests/status/1982950882367979553)  2025-10-27T23:21Z [---] followers, [----] engagements


"$SOFI Non-interest income is up 157% YoY. Another stellar quarter for financial services/fintech/brokerage firms following $IBKR steps last week. This is great for $TIGR and $FUTU. Expecting strong Q3 YoY growth numbers from both. Im long $TIGR here"  
[X Link](https://x.com/neecoinvests/status/1983246639994130549)  2025-10-28T18:57Z [---] followers, [---] engagements


"Im really starting to like $SNAP here. Turnaround play. AI ads firing up Snapchat+ surging Spotlight replicating TikTok-style content. + P/S is at 2.5x. And charts looks good at key 7-8$ support level. But also. AI ad engine (Smart Bidding + Sponsored Snaps) drove 7% YoY DR growth to $1.17B 87% of rev 16M Snapchat+ subs (+42% YoY) $700M+ ARR key non-ad diversifier Spotlight +23% time spent 550M+ MAUs rev-share monetization for creators (Feb [--] rollout) Q3 guide $1.48B (midpoint +10% YoY) & 476M DAUs"  
[X Link](https://x.com/neecoinvests/status/1983248165324378425)  2025-10-28T19:03Z [---] followers, [---] engagements


"$TER Added this one to my watchlist a few weeks ago. Insane move after hours after releasing huge revenue guidance for next Q: Revenue: $920$1000M (est. $816M) Semiconductor Testing + Robotics play"  
[X Link](https://x.com/neecoinvests/status/1983281832142815646)  2025-10-28T21:16Z [---] followers, [---] engagements


"Sold $BABA a few weeks ago. Bought in Dec [----] at [-----] and collected a few dividends along the way. Sold at [------] (+139% with dividends). Will buy back if it pulls back to the 200D MA at 125-130. For now Im long $TIGR. A lot of upside here imo. China HK and Singapore exposure"  
[X Link](https://x.com/neecoinvests/status/1983437889204560053)  2025-10-29T07:36Z [---] followers, [----] engagements


"$TIGR Their Hong Kong Instagram account is up [---] followers (+8%) in just two weeks. Strong growth continues. + Closest peer $FUTU reached new all time highs this week. $TIGR is still sitting 72% below ATH. $TIGR Ill also start tracking their followers on Instagram which could be a good proxy for the retail trading accounts. TigerBrokers: SG - [----] HK - [----] US (TradeUP) - [----] AU - [----] NZ - [----] Total - [-----] $TIGR Ill also start tracking their followers on Instagram which could be a good proxy for the retail trading accounts. TigerBrokers: SG - [----] HK - [----] US (TradeUP) - [----] AU - 1935"  
[X Link](https://x.com/neecoinvests/status/1984569920512770471)  2025-11-01T10:35Z [---] followers, [----] engagements


"$FLNC Great PR this morning on the biggest BESS project in Europe. Fluence will build Europes largest battery energy storage system a [--] GW / [--] GWH system in Jnschwalde Germany. The GigaBattery Jnschwalde [----] project will be powered by Smartstack Fluences advanced energy storage solution. $EOSE $TSLA"  
[X Link](https://x.com/neecoinvests/status/1986723533045608520)  2025-11-07T09:12Z [---] followers, [---] engagements


"$SNAP I was bullish on Snap before the earnings and they delivered. Snapchat+ annual revenue is now close to 800M$ and thats huge. Its a high margin product. Im really starting to like $SNAP here. Turnaround play. AI ads firing up Snapchat+ surging Spotlight replicating TikTok-style content. + P/S is at 2.5x. And charts looks good at key 7-8$ support level. But also. AI ad engine (Smart Bidding + Sponsored Snaps) drove 7% Im really starting to like $SNAP here. Turnaround play. AI ads firing up Snapchat+ surging Spotlight replicating TikTok-style content. + P/S is at 2.5x. And charts looks"  
[X Link](https://x.com/neecoinvests/status/1986736164607320275)  2025-11-07T10:03Z [---] followers, [---] engagements


"$BABA to 200$+. Alibabas Qwen has [--] models in the top [--] downloads ranking on HuggingFace. When I bought $BABA in Dec [----] at 72.25$ I knew they would be a big player in AI. But I did not expect them to be this big. Qwen is growing very fast and its becoming the leader in open source models. Bay Area start ups are using Qwen. $BABA to 200$+"  
[X Link](https://x.com/neecoinvests/status/1987451105991688285)  2025-11-09T09:24Z [---] followers, [---] engagements


"$TIGR Earnings on Dec [--]. Got the below answer from Aaron (TIGR Investor Relations). He confirmed that there is no delay and earnings will be released as usual [--] months after quarter end. Please be assured that there was no intentional delay in our Q3 ER schedule. Typically quarterly earnings are released about two months after the quarter ends and we usually announce the ER date roughly [--] days in advance. The delayed response to your email was due to the fact that both ER date and when to release ER announcement are non-public information. As such I am unable to disclose these details before"  
[X Link](https://x.com/neecoinvests/status/1991448222632489241)  2025-11-20T10:07Z [---] followers, [---] engagements


"@blondesnmoney @BillieBillion1 $TIGR Earnings on Dec [--]. No delays. Whats wrong"  
[X Link](https://x.com/neecoinvests/status/1991449404415570164)  2025-11-20T10:11Z [---] followers, [----] engagements


"$FLNC I like what Im seeing. 1.4B$ of new orders for the quarter. Thats big. Current market cap is 3B$. Energy Storage backlog at [---] GW (+21% YoY) and pipeline at [----] GW (+38%). [----] Revenue Guidance midpoint at 3.4B$ so we are now trading at a Fwd P/S of 1x. Also still 30%+ of the float is currently shorted (21m shares out of 64m float). Looking good"  
[X Link](https://x.com/neecoinvests/status/1993088816404459640)  2025-11-24T22:46Z [---] followers, [---] engagements


"$FLNC My favorite part of the earnings call. CEO talking about the pipeline. [--] Gwh of new pipeline in the last [--] days alone. Thats big imo. We are currently in discussions with data center projects representing over [--] gigawatt hours. 80% of these engagements have originated since the end of the quarter"  
[X Link](https://x.com/neecoinvests/status/1993631504224636996)  2025-11-26T10:42Z [---] followers, [---] engagements


"$FLNC CEO comments on earnings call: We have seen a significant increase in larger deals in our pipeline that as of September [--] includes [--] deals of at least [--] gigawatt hour more than double the number from last year and nearly five times what we saw two years ago"  
[X Link](https://x.com/neecoinvests/status/1993632318309662990)  2025-11-26T10:45Z [---] followers, [--] engagements


"Great review of Chinese stocks earnings. Only stock he rated 5/5 for Q3 earnings is $FUTU. Makes me even more bullish on $TIGR with earnings this Thursday. It's Showtime. https://t.co/gmd9WuxRad It's Showtime. https://t.co/gmd9WuxRad"  
[X Link](https://x.com/neecoinvests/status/1995228857239244915)  2025-11-30T20:30Z [---] followers, [---] engagements


"$IBKR $BULL $FUTU All reported very strong Q3 results with revenue up respectively 14% 86% and 55% YoY. Im expecting $160M+ Q3 revenue for $TIGR (60% YoY growth vs 59% in Q2) and $60M of net income"  
[X Link](https://x.com/neecoinvests/status/1995230073843286341)  2025-11-30T20:34Z [---] followers, [---] engagements


"$TIGR $FUTU China Stock Connect (Northbound+ Southbound) volume stats: Total Trading Volume: Q3 [----] : +79% QoQ (vs Q2 2025) October [----] : +6% YoY (vs Oct 2024) November [----] : -2% YoY (vs Nov 2024) Source: HKEX"  
[X Link](https://x.com/neecoinvests/status/1995785068246135034)  2025-12-02T09:20Z [---] followers, [----] engagements


"$TIGR Trading volume of Chinese stocks was up 79% QoQ (Q3 vs Q2 2025). Thats why Im expecting at least $160M revenue for $TIGR in Q3. And that could be very conservative. $TIGR $FUTU China Stock Connect (Northbound+ Southbound) volume stats: Total Trading Volume: Q3 [----] : +79% QoQ (vs Q2 2025) October [----] : +6% YoY (vs Oct 2024) November [----] : -2% YoY (vs Nov 2024) Source: HKEX $TIGR $FUTU China Stock Connect (Northbound+ Southbound) volume stats: Total Trading Volume: Q3 [----] : +79% QoQ (vs Q2 2025) October [----] : +6% YoY (vs Oct 2024) November [----] : -2% YoY (vs Nov 2024) Source: HKEX"  
[X Link](https://x.com/neecoinvests/status/1995785854229344761)  2025-12-02T09:23Z [---] followers, [----] engagements


"Dec [--] - Quant Model Update Top Stocks & Score : [--]. $TIGR [----] [--]. $SEZL [----] [--]. $PRGS [----] [--]. $FUTU [----] [--]. $PENG [----] [--]. $CEVA [----] [--]. $MGNI [----] [--]. $UPST [----] [--]. $ZETA [----] [--]. $HIMS [----] My quant model ranks stocks based on fundamentals charts and market data"  
[X Link](https://x.com/neecoinvests/status/1995973379418193993)  2025-12-02T21:48Z [---] followers, [----] engagements


"$TIGR Insane Q3 earnings. I wanted $160M revenue they delivered $175M Q3 Rev: $175M (vs $132M est) Q3 EPS: [----] (vs [----] est) $61B in AUM"  
[X Link](https://x.com/neecoinvests/status/1996497329692753927)  2025-12-04T08:30Z [---] followers, [----] engagements


"$TIGR Q3 EPS of 0.31$. Assuming no growth (very conservative assumption given the Q4 insights we got on the call) they could deliver 1.20$ of EPS over the next quarters. 1.20$ of EPS stock price of 9.10$ thats a FwdPE of 7.5x. FUTUs FwdPE is 17x. I think TIGR should trade at 12-15x FwdPE bringing the share price to the 15-18$ price range and thats once again conservative"  
[X Link](https://x.com/neecoinvests/status/1996632880865284451)  2025-12-04T17:29Z [---] followers, [--] engagements


"$TIGR Q3 EPS of 0.31$. Assuming no growth (very conservative assumption given the Q4 insights we got on the call) they could deliver 1.20$ of EPS over the next [--] quarters. 1.20$ of EPS stock price of 9.10$ thats a FwdPE of 7.5x. FUTUs FwdPE is 17x. I think TIGR should trade at 12-15x FwdPE bringing the share price to the 15-18$ price range and thats once again conservative. https://twitter.com/i/web/status/1996636816363991138 https://twitter.com/i/web/status/1996636816363991138"  
[X Link](https://x.com/neecoinvests/status/1996636816363991138)  2025-12-04T17:44Z [---] followers, [----] engagements


"$FLNC Wins deal to double UK BESS project Varco has launched Phase [--] of the project and selected Fluence to expand the site by an additional [----] MW / [---] MWh to achieve a combined [-----] MW / [-----] MWh project. On energisation of Phase [--] the Sizing John project will rank among the largest battery energy storage systems in the UK"  
[X Link](https://x.com/neecoinvests/status/1997950930323386589)  2025-12-08T08:46Z [---] followers, [---] engagements


"$AAOI There you go. AOI Receives First Volume Order of 800G Data Center Transceivers from Major Hyperscale Customer $AAOI Optics Play Q2 revenue $103M up 130% YoY Began volume shipments of 800G transceivers to a major hyperscaler Showcasing new 100G VCSEL-based 800G modules at ECOC [----] Targeting 100K units/month production by year-end $AAOI Optics Play Q2 revenue $103M up 130% YoY Began volume shipments of 800G transceivers to a major hyperscaler Showcasing new 100G VCSEL-based 800G modules at ECOC [----] Targeting 100K units/month production by year-end"  
[X Link](https://x.com/neecoinvests/status/1998865283457393106)  2025-12-10T21:19Z [---] followers, [---] engagements


"$ZETA One of my favorite stocks going into [----]. Revenue is up 3x in [--] years. CEO is a great entrepreneur. Trading at a FwdPE of [--] with expected revenue growth of 32% for [----]. That's a PEG of [----]. Fundamentals are strong and it's a Top [--] stock in my model"  
[X Link](https://x.com/neecoinvests/status/2005315640165531817)  2025-12-28T16:31Z [---] followers, [---] engagements


"$ZETA My base case 1-year price target is 32$ (+55% from current levels). Expected EPS for [----] is 0.99$ up 30% from [----]. If they can achieve another +30% in [----] we are looking at 1.30$ of EPS for [----]. Apply a FwdPE of [--] (slightly above current levels) and you get my end of [----] price target of 32$. https://twitter.com/i/web/status/2005316577986752528 https://twitter.com/i/web/status/2005316577986752528"  
[X Link](https://x.com/neecoinvests/status/2005316577986752528)  2025-12-28T16:35Z [---] followers, [---] engagements


"There are only [--] profitable Semiconductors stocks with RevGrowth 15% and a PEG [--] for [----]. $MU Micron PEG [----] 23% Rev Growth Fwd P/E [--] $NVDA Nvidia PEG [----] 54% Rev Growth Fwd P/E [--] $TSM TSMC PEG [----] 22% Rev Growth Fwd P/E [--] $AVGO Broadcom PEG [----] 36% Rev Growth Fwd P/E [--] $SIMO Silicon Motion PEG [----] 18% Rev Growth Fwd P/E [--] $MRVL Marvell PEG [----] 22% Rev Growth Fwd P/E [--] $ACMR ACM Research PEG [----] 17% Rev Growth Fwd P/E [--] $MXL MaxLinear PEG [----] 18% Rev Growth Fwd P/E [--] $MCHP Microchip PEG [----] 20% Rev Growth Fwd P/E [--] $ONTO Onto Innovation PEG [----] 17% Rev Growth Fwd P/E 29"  
[X Link](https://x.com/neecoinvests/status/2005325548227281367)  2025-12-28T17:10Z [---] followers, [--] engagements


"1-month performance of my Quant Model Equal Weight Performance +5.6% S&P500 +1.5% QQQ +0.3% IWM +2.5% Quant Model Stocks: $TIGR +3% $SEZL +18% $PRGS +2% $FUTU -3% $PENG -2% $CEVA +2% $MGNI +14% $UPST +11% $ZETA +17% $HIMS -6% Dec [--] - Quant Model Update Top Stocks & Score : [--]. $TIGR [----] [--]. $SEZL [----] [--]. $PRGS [----] [--]. $FUTU [----] [--]. $PENG [----] [--]. $CEVA [----] [--]. $MGNI [----] [--]. $UPST [----] [--]. $ZETA [----] [--]. $HIMS [----] My quant model ranks stocks based on fundamentals charts and market data. Dec [--] - Quant Model Update Top Stocks & Score : [--]. $TIGR [----] [--]. $SEZL [----] [--]. $PRGS [----] [--]. $FUTU [----] 5."  
[X Link](https://x.com/neecoinvests/status/2005389757103415786)  2025-12-28T21:25Z [---] followers, [---] engagements


"There are only [--] profitable Semiconductors stocks with RevGrowth 15% and a PEG [--] for [----]. $MU Micron PEG [----] 89% Rev Growth Fwd P/E [--] $NVDA Nvidia PEG [----] 54% Rev Growth Fwd P/E [--] $AVGO Broadcom PEG [----] 55% Rev Growth Fwd P/E [--] $TSM TSMC PEG [----] 22% Rev Growth Fwd P/E [--] $SIMO Silicon Motion PEG [----] 18% Rev Growth Fwd P/E [--] $MRVL Marvell PEG [----] 22% Rev Growth Fwd P/E [--] $ACMR ACM Research PEG [----] 17% Rev Growth Fwd P/E [--] $MXL MaxLinear PEG [----] 18% Rev Growth Fwd P/E [--] $MCHP Microchip PEG [----] 20% Rev Growth Fwd P/E [--] $ONTO Onto Innovation PEG [----] 17% Rev Growth Fwd P/E 29"  
[X Link](https://x.com/neecoinvests/status/2005653288507588871)  2025-12-29T14:53Z [---] followers, [---] engagements


"$TIGR Still #1 in my quant model. Q4 [----] is looking good based on the CEO's comments during the last earnings call. Price action has been quite disappointing these last few weeks but I really think we could see 10$+ in [----]. I mean look at their quarterly revenue and net income in the last [--] years. They are doing great. https://twitter.com/i/web/status/2005657824047566878 https://twitter.com/i/web/status/2005657824047566878"  
[X Link](https://x.com/neecoinvests/status/2005657824047566878)  2025-12-29T15:11Z [---] followers, [----] engagements


"$TIGR My base case 1-year price target is 15$ (+65% from current levels). Analysts expect 1.05$ of EPS for [----]. I think they can achieve 1.20$+. They've often beat estimates in the past and they've done 0.31$ in Q3 alone. Q4 [----] momentum is strong based on CEO's comments. So my base case EPS for [----] is 1.25$ (+25% YoY) if stock trading stays at good levels (so no large stock market crash or wipeout). Can be much more than this if they keep growing at current pace. Let's say EPS grows 20% in [----] we get [----] EPS of 1.50$. Apply a FwdPE multiple of [--] (slightly above current levels of 9ish)"  
[X Link](https://x.com/neecoinvests/status/2005657936702349547)  2025-12-29T15:11Z [---] followers, [----] engagements


"$ZETA Zeta Global and OpenAI Team Up to Deliver Answer-Driven Marketing with Athena by Zeta. There you go. $ZETA My base case 1-year price target is 32$ (+55% from current levels). Expected EPS for [----] is 0.99$ up 30% from [----]. If they can achieve another +30% in [----] we are looking at 1.30$ of EPS for [----]. Apply a FwdPE of [--] (slightly above current levels) and you get my end $ZETA My base case 1-year price target is 32$ (+55% from current levels). Expected EPS for [----] is 0.99$ up 30% from [----]. If they can achieve another +30% in [----] we are looking at 1.30$ of EPS for [----]. Apply a"  
[X Link](https://x.com/neecoinvests/status/2008284632932819178)  2026-01-05T21:09Z [---] followers, [---] engagements


"$ZETA Up 10% after hours. Strong fundamentals and great valuation. My price target is still 32$. Trading at a PEG of [---]. [----] RevGrowth: 33% FwdPE of 22"  
[X Link](https://x.com/neecoinvests/status/2008287228674424908)  2026-01-05T21:19Z [---] followers, [---] engagements


"$VST Great news after hours. I like the fact that they are issuing $900M of shares at a premium to fund part of the acquisition. In other words the seller believes $VST is worth 185$+"  
[X Link](https://x.com/anyuser/status/2008314103333257617)  2026-01-05T23:06Z [---] followers, [---] engagements


"@matthew_sigel $VST Great stuff. Its nice to see that the seller is accepting shares priced at $185 to fund part of the deal"  
[X Link](https://x.com/neecoinvests/status/2008314690863075679)  2026-01-05T23:08Z [---] followers, [---] engagements


"$ZETA I set myself a reminder to buy $ZETA on [--] Dec [----] after doing a lot of DD on the stock. I did not buy it in the end. $ZETA was also #9 in my quant model. Stock is now up 29% in [--] weeks. Better luck next time"  
[X Link](https://x.com/anyuser/status/2008316192914616723)  2026-01-05T23:14Z [---] followers, [---] engagements


"$VST Big news premarket. First hyperscaler deal. The energy bottleneck is here Vistra and Meta Announce Agreements to Support Nuclear Plants in PJM and Add New Nuclear Generation to the Grid"  
[X Link](https://x.com/anyuser/status/2009583076889047345)  2026-01-09T11:08Z [---] followers, [---] engagements


"$VST $META Vistra owns [--] nuclear plants in PJM. Two in Ohio and one in Pennsylvania. And Vistra also owns of the largest nuclear plants in Texas 👀"  
[X Link](https://x.com/anyuser/status/2009584293903999487)  2026-01-09T11:13Z [---] followers, [---] engagements


"$VST $META According to ChatGPT the contract could be worth $1.5B - $2.1B per year. At full [----] MW online and 92% CF: Annual MWh [----] [----] [----] TWh/year Run-rate annual value: Low: 21.0TWh $72 $1.5B/year High: 21.0TWh $98 $2.1B/year 20-year nominal (very rough before escalation/indexation details): $30B to $42B with ramping (late-2026 to 2034) reducing early-year totals. https://twitter.com/i/web/status/2009589226778595463 https://twitter.com/i/web/status/2009589226778595463"  
[X Link](https://x.com/anyuser/status/2009589226778595463)  2026-01-09T11:33Z [---] followers, [---] engagements


"🚨 Next-wave small caps to watch (Oct 25) ⚡ AI Infrastructure Powerplays: $POWL medium-voltage gear; powering AI data centers $SPXC thermal/cooling systems for hyperscale builds $MTRX EPC tanks & terminals for new industrial sites $VRT liquid cooling + power systems"  
[X Link](https://x.com/neecoinvests/status/1977426954165879281)  2025-10-12T17:31Z [---] followers, [---] engagements


"$FLNC Very happy with this one. I sold half of my position at 30.10$. Bought it last February at 12.35$. +145%. Will do some research to find the next one now"  
[X Link](https://x.com/anyuser/status/2016200441307054094)  2026-01-27T17:23Z [---] followers, [---] engagements


"4 more small caps ideas $IONR NV lithium-boron $IPX U.S. titanium metal $AXTI GaAs/Ge/InP wafer make $NVX U.S. synthetic graphite anode On watch if DoD buys antimony/cobalt/tantalum/scandium at scale THE PENTAGON HAS LAUNCHED A $1 BILLION BUYING SPREE TO STOCKPILE CRITICAL MINERALS AIMED AT SECURING SUPPLY CHAINS AMID GROWING GEOPOLITICAL TENSIONS. #BREAKING THE PENTAGON HAS LAUNCHED A $1 BILLION BUYING SPREE TO STOCKPILE CRITICAL MINERALS AIMED AT SECURING SUPPLY CHAINS AMID GROWING GEOPOLITICAL TENSIONS. #BREAKING"  
[X Link](https://x.com/neecoinvests/status/1977422800173359480)  2025-10-12T17:15Z [---] followers, [---] engagements


"$FLNC Big news. [--] GW largest BESS project ever for Fluence and for Germany. Fluence Energy Wins Order for Europe's Largest [--] GW Battery Storage Project in Germany"  
[X Link](https://x.com/neecoinvests/status/1986702196218454343)  2025-11-07T07:48Z [---] followers, [---] engagements


"$SEMR Semrush was the number one stock in my quant model [--] months ago. Since then. Adobe bought them out and the stock is up 67% Top [--] Stocks in my quant model (12 Oct): $SEMR launching new AI marketing tools to boost reach $TIGR fintech winner riding Chinas offshore wealth boom $UPST AI lending platform primed for a rate-cut cycle Top [--] Stocks in my quant model (12 Oct): $SEMR launching new AI marketing tools to boost reach $TIGR fintech winner riding Chinas offshore wealth boom $UPST AI lending platform primed for a rate-cut cycle"  
[X Link](https://x.com/neecoinvests/status/1995932790320418933)  2025-12-02T19:07Z [---] followers, [---] engagements


"AI data centers could face an electricity generation bottleneck in [----]. Theres only [--] profitable stocks in the sector with Rev Growth 15% and PEG [--] [--]. $TLN Talen Energy PEG [----] 73% Rev Growth Fwd P/E [--] [--]. $NRG NRG Energy PEG [----] 16% Rev Growth Fwd P/E [--] [--]. $VST Vistra Corp PEG [----] 15% Rev Growth Fwd P/E [--] [--]. $VRT Vertiv Holdings PEG [----] 21% Rev Growth Fwd P/E [--] [--]. $NVT nVent Electric PEG [----] 15% Rev Growth Fwd P/E [--] https://twitter.com/i/web/status/2005299327816647056 https://twitter.com/i/web/status/2005299327816647056"  
[X Link](https://x.com/neecoinvests/status/2005299327816647056)  2025-12-28T15:26Z [---] followers, [---] engagements


"$ZETA CEO is delivering one of the best entrepreneurs in the US. Hes already a billionaire but hes still working hard for Zeta. They delivered [--] beat and raise quarters in a row. Q4 [----] should be their second quarter of positive net income. My year end price target is 32$. Ive started a position last week. With [----] expected RevGrowth of 32% and FwdPE [--] thats a PEG of [---]. Quite cheap imo. https://twitter.com/i/web/status/2017994814202216698 https://twitter.com/i/web/status/2017994814202216698"  
[X Link](https://x.com/anyuser/status/2017994814202216698)  2026-02-01T16:13Z [---] followers, [----] engagements


"$ZETA Marigold acquisition is a very smart move imo. Zeta will pay up to $325M but the deal will add $190M+ revenue in [----] and management is guiding $31M EBITDA and $15M FCF accretion for [----]. They are buying Marigold at a P/S 1.7x and P/EBITSA 10x. Thats a very good price. CEO described Marigold acquisition as a true 1+1=4 opportunity I like this one a lot. https://twitter.com/i/web/status/2017997247997419564 https://twitter.com/i/web/status/2017997247997419564"  
[X Link](https://x.com/anyuser/status/2017997247997419564)  2026-02-01T16:23Z [---] followers, [---] engagements


"$ZETA Fwd PE is once again at the lower end of the 20-30x range. A re-rating to 30x on Fwd EPS of 1$-1.20$ would bring $ZETA to 30$-36$. That's my price target range"  
[X Link](https://x.com/anyuser/status/2018457967822315774)  2026-02-02T22:54Z [---] followers, [---] engagements


"$FLNC Closed my position for a 148% gain in one year. I bought in Feb [----] at 12.35$. My largest % gain. Now doing a lot of DD to find the next one"  
[X Link](https://x.com/anyuser/status/2018809380968485128)  2026-02-03T22:10Z [---] followers, [---] engagements


"Closely watching $MNTN post-IPO with Ryan Reynolds involved as CCO. Stock dropped quite a bit since IPO. Cheap P/S ratio at 5x. Performance TV is redefining AI-driven CTV ads outpacing linear TV. Bullish on $MNTN as a breakout player: May [----] IPO raised $187M Q2 revenue up 25% YoY to $68.5M 77% gross margins AI automates CTV ad buying delivering measurable ROAS SMB budgets surge as CTV hits 46% of U.S. viewership https://twitter.com/i/web/status/1982948161032196443 https://twitter.com/i/web/status/1982948161032196443"  
[X Link](https://x.com/neecoinvests/status/1982948161032196443)  2025-10-27T23:10Z [---] followers, [---] engagements


"Ad-tech stocks have recently been completely out of favour. Apparently its mainly due to increased competition from Big Tech (from Amazon for example) and AI-driven disruptions. So I'm closely watching [--] stocks for a theme rebound. $TTD: -73% from 52w high Fwd P/E [--] $MNTN: -62% from 52w high Fwd P/E [--] $MGNI: -39% from 52w high Fwd P/E [--] Reminds me of solar stocks a few months back. https://twitter.com/i/web/status/2000623958287151480 https://twitter.com/i/web/status/2000623958287151480"  
[X Link](https://x.com/neecoinvests/status/2000623958287151480)  2025-12-15T17:48Z [---] followers, [---] engagements


"One of my favorite screeners. Growth and profitability. There are currently only [--] Tech stocks in the US with Fwd P/E [--] PEG [--] Gross Margin 50% EPS Growth 25% P/S [--]. [--]. $MRVL Marvell PEG [---] Fwd P/E [--] [--]. $ZETA Zeta PEG [---] Fwd P/E [--] [--]. $RELY Remitly PEG [---] Fwd P/E [--] [--]. $ALKT Alkami Technology PEG [---] Fwd P/E [--] [--]. $EXTR Extreme Networks PEG [---] Fwd P/E [--] https://twitter.com/i/web/status/2007110096824782977 https://twitter.com/i/web/status/2007110096824782977"  
[X Link](https://x.com/neecoinvests/status/2007110096824782977)  2026-01-02T15:21Z [---] followers, [----] engagements


"$TIGR $FUTU China stock market volume at all time highs today Highest volume day ever in mainland China stock market. https://t.co/gmAwCQMgUo Highest volume day ever in mainland China stock market. https://t.co/gmAwCQMgUo"  
[X Link](https://x.com/anyuser/status/2010795542843134337)  2026-01-12T19:26Z [---] followers, [---] engagements


"$TIGR Price action has been very disappointing lately. But lets not forget the comments the CEO made about Q4 during last earnings call: Trading volume in the first two months of Q4 is on par with Q3 In-flows for the first two months of the fourth quarter remain relatively strong The number of new funded accounts in Q4 are expected to be roughly in line with in Q3 Im still very bullish on $TIGR. Fwd PE at 7-8x. Insanely low. https://twitter.com/i/web/status/2016923044611047777 https://twitter.com/i/web/status/2016923044611047777"  
[X Link](https://x.com/anyuser/status/2016923044611047777)  2026-01-29T17:15Z [---] followers, [---] engagements


"$TIGR My Q4 estimates are $160m of revenue and EPS of 0.25$. Once again Im being conservative and theyve always exceeded my expectations. With a good stock market in [----] I think we can get $650m in annual revenue and 1.20$ of EPS. Once again conservative. That means we are currently trading at a FwdPE of 7.5x. Thats way too low for the growth and quality of income they are bringing in. Im still long. $TIGR Price action has been very disappointing lately. But lets not forget the comments the CEO made about Q4 during last earnings call: Trading volume in the first two months of Q4 is on par"  
[X Link](https://x.com/anyuser/status/2016924215447081099)  2026-01-29T17:19Z [---] followers, [---] engagements


"$ZETA Great execution. FCF now at $50m+ per quarter. Expecting $200m+ FCF for [----]. That means we are trading at a Fwd P/FCF of 20x. Cheap imo"  
[X Link](https://x.com/anyuser/status/2018440072811458905)  2026-02-02T21:43Z [---] followers, [----] engagements


"$TIGR $FUTU Wow. Very high trading volume on the HKEX in January. Trading volume up 109% YoY (vs Jan 2025) Trading volume up 46% MoM (vs Dec 2025) Great numbers for $TIGR and $FUTU"  
[X Link](https://x.com/anyuser/status/2020808720414810538)  2026-02-09T10:35Z [---] followers, [----] engagements


"$ZETA $MRVL $ALKT There are only [--] Technology stocks in the US with - FwdP/E [--] - FwdP/S [--] - FwdP/FCF [--] - Gross Margins 50% - FwdRevGrowth 20% Zeta Marvell and Alkami. I've added more Zeta today at [-----]. Trading at a FwdP/E of [--] FwdP/FCF of [--] Fwd P/S of [---] Gross Margins of 61% with FwdRevGrowth of 28%+. https://twitter.com/i/web/status/2018809552855245250 https://twitter.com/i/web/status/2018809552855245250"  
[X Link](https://x.com/anyuser/status/2018809552855245250)  2026-02-03T22:11Z [---] followers, [---] engagements


"$TIGR First insights on Q4 from the earnings call: Q4 trading volume (first two months) already matches full Q3 driven partly by higher futures trading. Cash equity volume in Q4-to-date is over two-thirds of Q3 levels. Net client asset inflows remain strong and should slightly exceed Q3 Annual target of [------] new funded accounts already achieved; Q4 new accounts expected to be similar to Q3. https://twitter.com/i/web/status/1996573961232986178 https://twitter.com/i/web/status/1996573961232986178"  
[X Link](https://x.com/anyuser/status/1996573961232986178)  2025-12-04T13:35Z [---] followers, [----] engagements


"Dec [--] [----] - Quant Model Update Top Stocks & Score : $TIGR Tiger Brokers - [----] $UPST Upstart Holdings - [----] $PRGS Progress Software - [----] $MNTN MNTN - [----] $FUTU Futu - [----] $ROOT Root - [----] $HIMS Hims & Hers - [----] $PENG Penguin Solutions - [----] $SEZL Sezzle - [----] $NRDS NerdWallet - [----] My quant model ranks stocks based on fundamentals charts and market data. https://twitter.com/i/web/status/2005387336733872334 https://twitter.com/i/web/status/2005387336733872334"  
[X Link](https://x.com/neecoinvests/status/2005387336733872334)  2025-12-28T21:16Z [---] followers, [---] engagements


"$TIGR They have been doing ads with a local influencer in Hong Kong (with 145k followers on Instagram). They got 2.5+ million views on these two videos alone. Solid numbers. Their marketing & branding is improving. I like what Im seeing"  
[X Link](https://x.com/anyuser/status/2021720363617472974)  2026-02-11T22:57Z [---] followers, [---] engagements


"$TIGR They have been doing ads with a local influencer in Hong Kong (with 145k followers on Instagram). They got 2.5+ million views on these two videos alone. Solid numbers. Their marketing & branding is improving. I like what Im seeing"  
[X Link](https://x.com/anyuser/status/2021720363617472974)  2026-02-11T22:57Z [---] followers, [---] engagements


"$TIGR $FUTU Wow. Very high trading volume on the HKEX in January. Trading volume up 109% YoY (vs Jan 2025) Trading volume up 46% MoM (vs Dec 2025) Great numbers for $TIGR and $FUTU"  
[X Link](https://x.com/anyuser/status/2020808720414810538)  2026-02-09T10:35Z [---] followers, [----] engagements


"$ZETA $MRVL $ALKT There are only [--] Technology stocks in the US with - FwdP/E [--] - FwdP/S [--] - FwdP/FCF [--] - Gross Margins 50% - FwdRevGrowth 20% Zeta Marvell and Alkami. I've added more Zeta today at [-----]. Trading at a FwdP/E of [--] FwdP/FCF of [--] Fwd P/S of [---] Gross Margins of 61% with FwdRevGrowth of 28%+. https://twitter.com/i/web/status/2018809552855245250 https://twitter.com/i/web/status/2018809552855245250"  
[X Link](https://x.com/anyuser/status/2018809552855245250)  2026-02-03T22:11Z [---] followers, [---] engagements


"$FLNC Closed my position for a 148% gain in one year. I bought in Feb [----] at 12.35$. My largest % gain. Now doing a lot of DD to find the next one"  
[X Link](https://x.com/anyuser/status/2018809380968485128)  2026-02-03T22:10Z [---] followers, [---] engagements


"$ZETA Fwd PE is once again at the lower end of the 20-30x range. A re-rating to 30x on Fwd EPS of 1$-1.20$ would bring $ZETA to 30$-36$. That's my price target range"  
[X Link](https://x.com/anyuser/status/2018457967822315774)  2026-02-02T22:54Z [---] followers, [---] engagements


"$ZETA Great execution. FCF now at $50m+ per quarter. Expecting $200m+ FCF for [----]. That means we are trading at a Fwd P/FCF of 20x. Cheap imo"  
[X Link](https://x.com/anyuser/status/2018440072811458905)  2026-02-02T21:43Z [---] followers, [----] engagements


"$ZETA Marigold acquisition is a very smart move imo. Zeta will pay up to $325M but the deal will add $190M+ revenue in [----] and management is guiding $31M EBITDA and $15M FCF accretion for [----]. They are buying Marigold at a P/S 1.7x and P/EBITSA 10x. Thats a very good price. CEO described Marigold acquisition as a true 1+1=4 opportunity I like this one a lot. https://twitter.com/i/web/status/2017997247997419564 https://twitter.com/i/web/status/2017997247997419564"  
[X Link](https://x.com/anyuser/status/2017997247997419564)  2026-02-01T16:23Z [---] followers, [---] engagements


"$ZETA CEO is delivering one of the best entrepreneurs in the US. Hes already a billionaire but hes still working hard for Zeta. They delivered [--] beat and raise quarters in a row. Q4 [----] should be their second quarter of positive net income. My year end price target is 32$. Ive started a position last week. With [----] expected RevGrowth of 32% and FwdPE [--] thats a PEG of [---]. Quite cheap imo. https://twitter.com/i/web/status/2017994814202216698 https://twitter.com/i/web/status/2017994814202216698"  
[X Link](https://x.com/anyuser/status/2017994814202216698)  2026-02-01T16:13Z [---] followers, [----] engagements


"$TIGR My Q4 estimates are $160m of revenue and EPS of 0.25$. Once again Im being conservative and theyve always exceeded my expectations. With a good stock market in [----] I think we can get $650m in annual revenue and 1.20$ of EPS. Once again conservative. That means we are currently trading at a FwdPE of 7.5x. Thats way too low for the growth and quality of income they are bringing in. Im still long. $TIGR Price action has been very disappointing lately. But lets not forget the comments the CEO made about Q4 during last earnings call: Trading volume in the first two months of Q4 is on par"  
[X Link](https://x.com/anyuser/status/2016924215447081099)  2026-01-29T17:19Z [---] followers, [---] engagements


"$TIGR Price action has been very disappointing lately. But lets not forget the comments the CEO made about Q4 during last earnings call: Trading volume in the first two months of Q4 is on par with Q3 In-flows for the first two months of the fourth quarter remain relatively strong The number of new funded accounts in Q4 are expected to be roughly in line with in Q3 Im still very bullish on $TIGR. Fwd PE at 7-8x. Insanely low. https://twitter.com/i/web/status/2016923044611047777 https://twitter.com/i/web/status/2016923044611047777"  
[X Link](https://x.com/anyuser/status/2016923044611047777)  2026-01-29T17:15Z [---] followers, [---] engagements


"$FLNC Very happy with this one. I sold half of my position at 30.10$. Bought it last February at 12.35$. +145%. Will do some research to find the next one now"  
[X Link](https://x.com/anyuser/status/2016200441307054094)  2026-01-27T17:23Z [---] followers, [---] engagements


"$TIGR $FUTU China stock market volume at all time highs today Highest volume day ever in mainland China stock market. https://t.co/gmAwCQMgUo Highest volume day ever in mainland China stock market. https://t.co/gmAwCQMgUo"  
[X Link](https://x.com/anyuser/status/2010795542843134337)  2026-01-12T19:26Z [---] followers, [---] engagements


"Highest volume day ever in mainland China stock market"  
[X Link](https://x.com/anyuser/status/2010714188981604377)  2026-01-12T14:03Z 13.6K followers, 329.6K engagements


"$VST $META According to ChatGPT the contract could be worth $1.5B - $2.1B per year. At full [----] MW online and 92% CF: Annual MWh [----] [----] [----] TWh/year Run-rate annual value: Low: 21.0TWh $72 $1.5B/year High: 21.0TWh $98 $2.1B/year 20-year nominal (very rough before escalation/indexation details): $30B to $42B with ramping (late-2026 to 2034) reducing early-year totals. https://twitter.com/i/web/status/2009589226778595463 https://twitter.com/i/web/status/2009589226778595463"  
[X Link](https://x.com/anyuser/status/2009589226778595463)  2026-01-09T11:33Z [---] followers, [---] engagements


"$VST $META Vistra owns [--] nuclear plants in PJM. Two in Ohio and one in Pennsylvania. And Vistra also owns of the largest nuclear plants in Texas 👀"  
[X Link](https://x.com/anyuser/status/2009584293903999487)  2026-01-09T11:13Z [---] followers, [---] engagements


"$VST Big news premarket. First hyperscaler deal. The energy bottleneck is here Vistra and Meta Announce Agreements to Support Nuclear Plants in PJM and Add New Nuclear Generation to the Grid"  
[X Link](https://x.com/anyuser/status/2009583076889047345)  2026-01-09T11:08Z [---] followers, [---] engagements


"$ZETA I set myself a reminder to buy $ZETA on [--] Dec [----] after doing a lot of DD on the stock. I did not buy it in the end. $ZETA was also #9 in my quant model. Stock is now up 29% in [--] weeks. Better luck next time"  
[X Link](https://x.com/anyuser/status/2008316192914616723)  2026-01-05T23:14Z [---] followers, [---] engagements


"$VST Great news after hours. I like the fact that they are issuing $900M of shares at a premium to fund part of the acquisition. In other words the seller believes $VST is worth 185$+"  
[X Link](https://x.com/anyuser/status/2008314103333257617)  2026-01-05T23:06Z [---] followers, [---] engagements

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