# ![@subset_member Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1017360962.png) @subset_member I.M.Opinion

I.M.Opinion posts on X about $9684t, $dis, in the, growth the most. They currently have [-----] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1017360962/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1017360962/c:line/m:interactions.svg)

- [--] Month [-----] +27,086%
- [--] Months [-----] +658%
- [--] Year [-----] -43%

### Mentions: [--] [#](/creator/twitter::1017360962/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1017360962/c:line/m:posts_active.svg)


### Followers: [-----] [#](/creator/twitter::1017360962/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1017360962/c:line/m:followers.svg)

- [--] Week [-----] +0.36%
- [--] Month [-----] +0.60%
- [--] Months [-----] +2.80%
- [--] Year [-----] +8.80%

### CreatorRank: [---------] [#](/creator/twitter::1017360962/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1017360962/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$9684t](/topic/$9684t), [$dis](/topic/$dis), [in the](/topic/in-the), [growth](/topic/growth), [sony](/topic/sony), [$6758t](/topic/$6758t), [$gui](/topic/$gui), [business](/topic/business), [$p4o](/topic/$p4o), [$lite](/topic/$lite) #41

**Top accounts mentioned or mentioned by**
[@kairospraxis](/creator/undefined) [@r2discovery](/creator/undefined) [@dmetropolitan](/creator/undefined) [@axelducros](/creator/undefined) [@rajramaswamy](/creator/undefined) [@zephyrz9](/creator/undefined) [@vikramskr](/creator/undefined) [@madthunderdome](/creator/undefined) [@skelecap](/creator/undefined) [@dividendblower](/creator/undefined) [@haganemobile](/creator/undefined) [@photoncap](/creator/undefined) [@zubytech](/creator/undefined) [@nitininvests](/creator/undefined) [@ragingbullcap](/creator/undefined) [@nohupmy](/creator/undefined) [@sudhanvaraj](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@oliverdrk](/creator/undefined) [@mikefritzell](/creator/undefined)

**Top assets mentioned**
[DisChain (DIS)](/topic/$dis) [Gui Inu (GUI)](/topic/$gui) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [MaxCyte, Inc. (MXCT)](/topic/$mxct) [Microsoft Corp. (MSFT)](/topic/microsoft) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [ShapeShift FOX Token (FOX)](/topic/$fox) [GameStop, Corp. (GME)](/topic/$gme) [Gains (GAINS)](/topic/gains) [Eli Lilly and Company (LLY)](/topic/$lly) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)](/topic/$teva) [Doximity, Inc. (DOCS)](/topic/$docs)
### Top Social Posts
Top posts by engagements in the last [--] hours

"definitely getting noticed. Square Enix (9684.T) vs the Nikkei during the last [--] trading days"  
[X Link](https://x.com/subset_member/status/1135382441215123458)  2019-06-03T03:07Z [----] followers, [--] engagements


"@AstutexAi @R2Discovery @AxelDucros @dividendblower @stone_flanders If FS2024 does in fact come to PS5 and Switch it will be a huge step up for $GUI business According to NateTheHate: Flight Simulator [----] and Halo: The Master Chief Collection are coming to PS5 and Switch [--] in [----]. Microsoft was on Nintendo's list of developers that they want to build a better relationship with. https://t.co/lxJKGVO4Cm https://t.co/lPcs2Q78Ni According to NateTheHate: Flight Simulator [----] and Halo: The Master Chief Collection are coming to PS5 and Switch [--] in [----]. Microsoft was on Nintendo's list of"  
[X Link](https://x.com/subset_member/status/1877739794018517320)  2025-01-10T15:30Z [----] followers, [----] engagements


"@MaiusPartners Why do you think CYD didn't PR this at all"  
[X Link](https://x.com/subset_member/status/1975012598413500550)  2025-10-06T01:37Z [----] followers, [---] engagements


"@KairosPraxis There's a lot to like here. FYI after a pause from first week of August to end of September Cinemark is back. D-BOX newly added to [--] theaters in October so far. I'll have to check how many auds and seats later on"  
[X Link](https://x.com/subset_member/status/1977109689122144573)  2025-10-11T20:30Z [----] followers, [--] engagements


"@spacanpanman Thoughts on $AOSL Exact same news as POWI and NVTS at 1/3 the market cap and has not moved nearly as much. https://finance.yahoo.com/news/alpha-omega-semiconductor-supports-800-150000959.html https://finance.yahoo.com/news/alpha-omega-semiconductor-supports-800-150000959.html"  
[X Link](https://x.com/subset_member/status/1978149544966697236)  2025-10-14T17:22Z [----] followers, [--] engagements


"@nitinkinvest @KairosPraxis @phyrefoxx New aud installs to existing non-Cmark theaters w/dbox is a tough track and clearly drove upside. US Cmark installs stopped after week [--] of August until October. Back to a [--] theater (12-16aud)/mo pace roughly it seems. Agree on F1 dbox packed all quarter internationally there"  
[X Link](https://x.com/subset_member/status/1988968264911974801)  2025-11-13T13:52Z [----] followers, [--] engagements


"@IanCutress @mingchikuo @Ravi_711 I have strong reason to believe $HIMX / FOCI Gen [--] specifically the CPO Switch (Scale Out) [---] Tbps OE on Substrate is in the Broadcom Tomahawk [--] Davisson"  
[X Link](https://x.com/subset_member/status/1993870077163356460)  2025-11-27T02:30Z [----] followers, [---] engagements


"@Mike10947310 @elwir101 Does no delisting news essentially confirm they were granted permission to extend past the automatic [--] day extension via appeal"  
[X Link](https://x.com/subset_member/status/1996681529355829672)  2025-12-04T20:42Z [----] followers, [---] engagements


"@aleabitoreddit @Ren_aramb Check out PlanOptik/$P40 just 23m euro mkt cap. Their co-developed VLIS with 4jet includes laser+etch like LIDE but PlanOptik optimized for metallizing the vias. Sell full glass interposers w/metallized vias or any intermediate. http://PlanOptik.com https://www.3dincites.com/2023/04/new-product-launch-by-plan-optik-and-4jet-for-advanced-packaging/process http://PlanOptik.com https://www.3dincites.com/2023/04/new-product-launch-by-plan-optik-and-4jet-for-advanced-packaging/process"  
[X Link](https://x.com/subset_member/status/2013962410890060148)  2026-01-21T13:10Z [----] followers, [--] engagements


"$P4O / PlanOptik $LITE $GOOG While many focus on glass in advanced packaging there are areas where glass is already enabling or ramping fast: [--]. MEMS some of the faster growth areas are Optical (OCS/LiDAR) and RF MEMS switches (Menlo Micro). 🧵👇"  
[X Link](https://x.com/anyuser/status/2022443077592641922)  2026-02-13T22:49Z [----] followers, [----] engagements


"@rajramaswamy Yep took me some time to accumulate the ADR. But it is is 9684.T in Japan which has good daily volume"  
[X Link](https://x.com/subset_member/status/1133757388006273024)  2019-05-29T15:30Z [----] followers, [--] engagements


"$P40 / PlanOptik $LITE While many focus on glass in advanced packaging there are areas where glass is already enabling or is ramping fast : 1) MEMS - some of the faster growth areas are Optical - OCS/Lidar and RF MEMS switches - Menlo Micro. @zephyr_z9 @aleabitoreddit @vikramskr"  
[X Link](https://x.com/subset_member/status/2022402983443771458)  2026-02-13T20:10Z [----] followers, [---] engagements


"2) glass carriers - for HBM advanced packaging SiC InP thinner wafers and higher stacking is making high quality glass carriers necessary. ONTO highlighting glass carrier inspection reflects massive growth here as well as importance of reuse/quality - https://ontoinnovation.com/resources/a-clear-advantage-precision-glass-carrier-inspection-for-ai-and-hpc-markets/ https://ontoinnovation.com/resources/a-clear-advantage-precision-glass-carrier-inspection-for-ai-and-hpc-markets/"  
[X Link](https://x.com/subset_member/status/2022403728775802958)  2026-02-13T20:13Z [----] followers, [---] engagements


"$SQNXF Undervalued Japanese gaming stock in position to appreciate substantially from Marvel/ $DIS partnership. First of a multi-game partnership to be revealed in a couple weeks. Tune into Square Enix Live E3 [----] for the worldwide reveal of "Marvels Avengers" 🗓 The event begins June 10th at 6pm PT: https://t.co/SCYMbJYt8j #SquareEnixE3 #Reassemble #PlayAvengers https://t.co/2fWM6ekUue Tune into Square Enix Live E3 [----] for the worldwide reveal of "Marvels Avengers" 🗓 The event begins June 10th at 6pm PT: https://t.co/SCYMbJYt8j #SquareEnixE3 #Reassemble #PlayAvengers"  
[X Link](https://x.com/subset_member/status/1133755891201773578)  2019-05-29T15:24Z [----] followers, [--] engagements


"Square Enix (9684.T $SQNXF US ADR) up 70% YTD and 50% in the last [--] months. Still lots of room to run. Numerous things going right and several huge upcoming catalysts spread through the next [--] months"  
[X Link](https://x.com/subset_member/status/1174870236891365382)  2019-09-20T02:17Z [----] followers, [--] engagements


"@MadThunderdome @SkeleCap Massive launch for @HaganeMobile. Quite rare to hit these levels on the grossing charts off the bat or at all. To my knowledge sqex is actually dev and publisher both unlike DQ walk DQ tact. Will be major contributor to top+bottom lines $9684.T"  
[X Link](https://x.com/anyuser/status/1556355619547930627)  2022-08-07T19:04Z [----] followers, [--] engagements


"@KairosPraxis For OCS with MEMS mirrors I believe they are the main one that's known. I don't think we know if Lumentum has other customers but they certainly could or will in the future. Others can correct me if I'm missing something there"  
[X Link](https://x.com/subset_member/status/2022407786626523462)  2026-02-13T20:29Z [----] followers, [--] engagements


"@vikramskr @PhotonCap @KairosPraxis @DMetropolitan @zephyr_z9 [--]. Glass Carriers. For HBM advanced packaging ultrathin SiC and InP thinner wafers and higher stacking are making high-quality glass carriers necessary. ONTO highlighting glass carrier inspection reflects massive growth here as well as the importance of reuse/quality. 👇"  
[X Link](https://x.com/subset_member/status/2022443559010648111)  2026-02-13T22:51Z [----] followers, [---] engagements


"$CMCSA offering $35/sh for Fox as opposed to $34.36 before. Added breakup fee but won't pay $DIS breakup fee to $FOX unless the deal doesn't pass regulation (not much of a concession). Not good enough Disney stock (deal currency) goes up 10% on deal"  
[X Link](https://x.com/subset_member/status/1007001325459132428)  2018-06-13T20:46Z [----] followers, [--] engagements


"Letter to $GME from Scion. Existing buyback would retire over 80% of shares at current prices. https://www.businesswire.com/news/home/20190819005633/en/Scion-Asset-Management-Urges-GameStop-Buy-238 https://www.businesswire.com/news/home/20190819005633/en/Scion-Asset-Management-Urges-GameStop-Buy-238"  
[X Link](https://x.com/subset_member/status/1163879887192711168)  2019-08-20T18:26Z [----] followers, [--] engagements


"@DeekeTweak It's bad if the model doesn't financially work and over time leads to fewer decent games. Ditto if it drives publishers to bend to Microsoft's terms and be on gamepass as the only viable path for them vs. dictating their own approach to game development = less game variety"  
[X Link](https://x.com/subset_member/status/1679106235331747847)  2023-07-12T13:07Z [----] followers, [---] engagements


"@gibbogame Would think that 12m includes the new SKU though right They can't have expected to sell more than 5m in Q2"  
[X Link](https://x.com/subset_member/status/1702845646787531051)  2023-09-16T00:43Z [----] followers, [--] engagements


"@valuedelay Much worse when it's an illiquid stock or derivative since presumably you're putting the accidental buy order in close to the ask. Been there"  
[X Link](https://x.com/subset_member/status/1719009331314651183)  2023-10-30T15:12Z [----] followers, [---] engagements


"@oliver_drk @Zuby_Tech Also Helldivers [--] massive launch switch successor delay out of holiday season Xbox games coming over to PlayStation are [--] fairly large and meaningful positives not in the numbers and I see nothing about it in these articles"  
[X Link](https://x.com/subset_member/status/1759921758344188206)  2024-02-20T12:43Z [----] followers, [---] engagements


"@oliver_drk @Zuby_Tech Helldivers [--] once server issues are corrected and we see how far this can really go could send estimates way up. And looking to [----] GTA6 console share will be overwhelmingly PlayStation.setting it up to win the next console gen handily"  
[X Link](https://x.com/subset_member/status/1759922806505062754)  2024-02-20T12:47Z [----] followers, [---] engagements


"@mrpyo1 @Zuby_Tech GOW is the only one where it makes sense to spend any amount in that ballpark. The others are either too small or in the case of Spider-man have huge licensing fees and downstream revenue share that cut the upside. That makes those a purely customer (PS5) acquisition play"  
[X Link](https://x.com/subset_member/status/1762954634006548902)  2024-02-28T21:35Z [----] followers, [--] engagements


"@MikeFritzell HD2 is quite possibly the most impactful game release Sony has had in the last two console gens. High margins owned IP (no royalties out) gaas that is thriving/growing past month [--] drives PS+ on console etc. Somehow that is being entirely missed right now"  
[X Link](https://x.com/subset_member/status/1765901947347911105)  2024-03-08T00:46Z [----] followers, [--] engagements


"@MikeFritzell Also totally agree with you they can 3-4x margins short term from here. They've been running hardware with negative margins first party with negative margins (party acquisition related) and PS+ at breakeven. Total OpIncome is less than profit from 3rd party platform fees alone"  
[X Link](https://x.com/subset_member/status/1765903380537286889)  2024-03-08T00:52Z [----] followers, [--] engagements


"@R2Discovery $GUI #GUI This is also worth paying attention to"  
[X Link](https://x.com/subset_member/status/1855601863569113107)  2024-11-10T13:22Z [----] followers, [---] engagements


"@R2Discovery Made it to the top the day before launch. Let's see how it moves the joystick and steering kit. I assume the uplift in Europe will be strongest as that is where conferences were held to promote it (Germany and Poland per their turnover press release)"  
[X Link](https://x.com/subset_member/status/1856083345693700500)  2024-11-11T21:15Z [----] followers, [--] engagements


"@R2Discovery For sure. Black Friday in the US was Nov [--] last year and is Nov [--] this year so I think the gains over last year will be clear in about a week and are larger than they seem"  
[X Link](https://x.com/subset_member/status/1859224641090281981)  2024-11-20T13:17Z [----] followers, [---] engagements


"@R2Discovery T598p #28 all gaming controllers also doing well so far"  
[X Link](https://x.com/subset_member/status/1859639511409623521)  2024-11-21T16:46Z [----] followers, [---] engagements


"@R2Discovery @AxelDucros T598P #1 JD by unit sales. Also wonder if Assetto Corsa Evo launch on steam will be popular in China. Racing sim seems to be growing there as does Steam. It may be very significant to have a popular new option that isn't GT7 on PlayStation"  
[X Link](https://x.com/subset_member/status/1860694991258947874)  2024-11-24T14:40Z [----] followers, [---] engagements


"@dividendblower @R2Discovery @AxelDucros TM is strong on JD in premium (800 yuan) sales of controllers notice Airbus skus jumped [--] spots to #2. Both steering wheels (8 skus listed including T598 hypercar add-on etc) and flight (6 skus listed with [--] qualifying as [---] yuan) with "nearly [---] sales in 24hrs""  
[X Link](https://x.com/subset_member/status/1861973114357162258)  2024-11-28T03:19Z [----] followers, [---] engagements


"@dividendblower @R2Discovery @AxelDucros Sold out T598"  
[X Link](https://x.com/subset_member/status/1862100145040433563)  2024-11-28T11:44Z [----] followers, [---] engagements


"@PhilipJohanss13 @10_ch_10 There's hardly a game there right now and there's nothing to do. It's basically a discounted preorder so not surprised if CCU is low until much closer to release state"  
[X Link](https://x.com/subset_member/status/1880601541775904921)  2025-01-18T13:02Z [----] followers, [--] engagements


"@IamNGupta8 Noteworthy for $GUI that Simulation up double digits again for Logitech but not an area they note gaining share in specifically"  
[X Link](https://x.com/subset_member/status/1884360402923925885)  2025-01-28T21:58Z [----] followers, [----] engagements


"@nitininvests @KairosPraxis @rationalformula @DMetropolitan Also this from September - https://www.d-box.com/en/blog/f1-arcade-accelerating-the-future-of-formula-1-simulation https://www.d-box.com/en/blog/f1-arcade-accelerating-the-future-of-formula-1-simulation"  
[X Link](https://x.com/subset_member/status/1938655838475858008)  2025-06-27T17:49Z [----] followers, [--] engagements


"@nitininvests LinkedIn posts show big ramp May/June: 1) May - net new theaters with D-BOX no expansions +16 auditoriums +306 seats (296 in US) 2) June net new theaters with D-BOX no expansions +18 auditoriums +462 seats (416 in US) *Jan/Feb/Mar/Apr were minimal installs in new theaters"  
[X Link](https://x.com/subset_member/status/1941273621286224192)  2025-07-04T23:11Z [----] followers, [---] engagements


"@nitininvests Purchase orders for this one should fall in the Apr-June quarter"  
[X Link](https://x.com/subset_member/status/1942323296814735683)  2025-07-07T20:42Z [----] followers, [--] engagements


"@KairosPraxis @Stocks_Stones Facebook is full of effusive posts. Just a few"  
[X Link](https://x.com/subset_member/status/1948526677115765114)  2025-07-24T23:32Z [----] followers, [--] engagements


"@ragingbullcap It won't be lost on Cinemark management that even though XD is also expanding rapidly it is not growing as fast as D-BOX as evident in that snippet. I can confirm from meticulous scrounging that they are aggressively adding D-BOX to XD auds now"  
[X Link](https://x.com/subset_member/status/1951295490932248918)  2025-08-01T14:54Z [----] followers, [--] engagements


"@ragingbullcap Also I knew I heard "80" and not "70" as in the press release from D-BOX - https://www.investing.com/news/transcripts/earnings-call-transcript-cinemark-q2-2025-misses-eps-forecast-stock-steady-93CH-4166245 https://www.investing.com/news/transcripts/earnings-call-transcript-cinemark-q2-2025-misses-eps-forecast-stock-steady-93CH-4166245"  
[X Link](https://x.com/subset_member/status/1951296940810862600)  2025-08-01T15:00Z [----] followers, [---] engagements


"@ragingbullcap What's different in the "about Cinemark" section of Cinemark's press releases than before. From press release before the earnings call and then after. Same day. https://ir.cinemark.com/news-events/press-releases/detail/621/cinemark-sets-the-scene-investing-in-innovation-comfort https://ir.cinemark.com/news-events/press-releases/detail/621/cinemark-sets-the-scene-investing-in-innovation-comfort"  
[X Link](https://x.com/subset_member/status/1952328765209452560)  2025-08-04T11:20Z [----] followers, [--] engagements


"$ilmn watching to buy LEAPs in IRA. Ideally lower. Hoping for capitulation to 160s"  
[X Link](https://x.com/subset_member/status/647454657225297920)  2015-09-25T16:56Z [----] followers, [--] engagements


"$ILMN give me a 52wk low"  
[X Link](https://x.com/subset_member/status/649639729747460096)  2015-10-01T17:39Z [----] followers, [--] engagements


"$LLY on CGRP. Clearly not optimistic about oral approach/drug bought by $AGN from $MRK. $ALDR $TEVA $AMGN"  
[X Link](https://x.com/subset_member/status/660113507455664128)  2015-10-30T15:18Z [----] followers, [--] engagements


"@AndyBiotech @cardiobrief @adamfeuerstein these sorts of details help make the lie seem more true. But are irrelevant"  
[X Link](https://x.com/subset_member/status/678631716584583168)  2015-12-20T17:43Z [----] followers, [--] engagements


"$ILMN I think there is plenty of room for improvement in cancer screening so think this is very exciting. Early but inevitable"  
[X Link](https://x.com/subset_member/status/686318848178544640)  2016-01-10T22:48Z [----] followers, [--] engagements


"@ethanjweiss @VikramKhanna_ even if positive if there are confounders or small benefit don't think that'll help sales much. If neg then"  
[X Link](https://x.com/subset_member/status/693091230196969472)  2016-01-29T15:20Z [----] followers, [--] engagements


"$BIIB should buy $ALDR"  
[X Link](https://x.com/subset_member/status/718510305865822208)  2016-04-08T18:46Z [----] followers, [--] engagements


"$FGEN seems very undervalued heading into [----]. Far from risk-free but relative risk profile much better than most other smid bios imo"  
[X Link](https://x.com/subset_member/status/790918462251991041)  2016-10-25T14:10Z [----] followers, [--] engagements


"@rajramaswamy @NohupMy @SudhanvaRaj This is from their November investor presentation"  
[X Link](https://x.com/subset_member/status/854321899668725760)  2017-04-18T13:13Z [----] followers, [--] engagements


"@rajramaswamy @NohupMy @SudhanvaRaj Go Rakesh Haha"  
[X Link](https://x.com/subset_member/status/859107876748627968)  2017-05-01T18:10Z [----] followers, [--] engagements


"@rajramaswamy @NohupMy @SudhanvaRaj Whatever it is $YTROF up almost 20% showing how mispriced they are relative to stock"  
[X Link](https://x.com/subset_member/status/859427505131991040)  2017-05-02T15:20Z [----] followers, [--] engagements


"$DIS Wrinkle in Time and Black Panther estimates going up significantly - Panther now 41-42M and Wrinkle 44-45M http://deadline.com/2018/03/a-wrinkle-in-time-black-panther-weekend-box-office-1202324260/ http://deadline.com/2018/03/a-wrinkle-in-time-black-panther-weekend-box-office-1202324260/"  
[X Link](https://x.com/subset_member/status/972212459036659712)  2018-03-09T20:48Z [----] followers, [--] engagements


"$DIS "AVENGERS: INFINITY WAR Advance Ticket Sales After [--] Hours: 257.6% ahead of BLACK PANTHER 715.5% ahead of CAPTAIN AMERICA: CIVIL WAR 1106.5% ahead of AVENGERS: AGE OF ULTRON https://www.businesswire.com/news/home/20180320005353/en/ https://www.businesswire.com/news/home/20180320005353/en/"  
[X Link](https://x.com/subset_member/status/976119327396171777)  2018-03-20T15:32Z [----] followers, [--] engagements


"$DIS http://deadline.com/2018/04/rare-tiger-woods-appearance-drives-espns-friday-masters-golf-ratings-higher-1202360411/amp/utm_source=dlvr.it&utm_medium=twitter&__twitter_impression=true http://deadline.com/2018/04/rare-tiger-woods-appearance-drives-espns-friday-masters-golf-ratings-higher-1202360411/amp/utm_source=dlvr.it&utm_medium=twitter&__twitter_impression=true"  
[X Link](https://x.com/subset_member/status/982666110901325824)  2018-04-07T17:07Z [----] followers, [--] engagements


"$P4O / PlanOptik $LITE $GOOG While many focus on glass in advanced packaging there are areas where glass is already enabling or ramping fast: [--]. MEMS some of the faster growth areas are Optical (OCS/LiDAR) and RF MEMS switches (Menlo Micro). 🧵👇"  
[X Link](https://x.com/anyuser/status/2022443077592641922)  2026-02-13T22:49Z [----] followers, [----] engagements


"@vikramskr @PhotonCap @KairosPraxis @DMetropolitan @zephyr_z9 I believe Plan Optik ($P4O) a tiny 22m German co has massive tailwinds & competitive advantages in all of the above. This deep dive focuses on the OCS thesis. Disclaimer: Speculative / Long. Link in the last tweet 👇"  
[X Link](https://x.com/anyuser/status/2022444553517588946)  2026-02-13T22:55Z [----] followers, [---] engagements


"@vikramskr @PhotonCap @KairosPraxis @DMetropolitan @zephyr_z9 Appreciate any feedback or pushback 🔗 Read the full thesis here: https://open.substack.com/pub/latentvalue/p/technical-validation-of-plan-optikutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/latentvalue/p/technical-validation-of-plan-optikutm_campaign=post-expanded-share&utm_medium=web"  
[X Link](https://x.com/anyuser/status/2022444625861193818)  2026-02-13T22:55Z [----] followers, [---] engagements


"Cinemark ordered [--] DBOX auds over [--] months in May but ROI data is compelling - these seats are higher price+higher occupancy. As such they have installed [--] auds and 1500+ seats in just over [--] months and not slowing down. US base MUCH higher by 60% seats vs. 12mo ago $dbo.to"  
[X Link](https://x.com/anyuser/status/1954621637359555019)  2025-08-10T19:11Z [----] followers, [----] engagements


"@DMetropolitan Keep in mind July was enormous so next quarter (Q2) is already close to last quarters huge theater installs. More proof here in the Management discussion with inventory slightly higher than 3mo ago despite the large quarter of installs in Q1"  
[X Link](https://x.com/anyuser/status/1955765519459741740)  2025-08-13T22:56Z [----] followers, [----] engagements


"Data obtained by cross referencing their LinkedIn posts against theater data. Probably slightly off but pretty close"  
[X Link](https://x.com/anyuser/status/1954621989672702358)  2025-08-10T19:12Z [----] followers, [---] engagements


"$SONY gave disappointing guidance for their camera sensor business last month especially citing China weakness but they are in every Mate [--] SKU as a rare non-domestic component. Would think this could meaningfully alter guidance upwards Because too many people lined up to snap up Huawei's new mobile phone The police had to keep order On the busiest Nanjing Road in Shanghai.😲 #HuaweiMate60Pro price is about [----] dollars. https://t.co/7eyRIsazzU Because too many people lined up to snap up Huawei's new mobile phone The police had to keep order On the busiest Nanjing Road in Shanghai.😲"  
[X Link](https://x.com/anyuser/status/1700558104046473450)  2023-09-09T17:13Z [----] followers, [----] engagements


"Because too many people lined up to snap up Huawei's new mobile phone The police had to keep order On the busiest Nanjing Road in Shanghai.😲 #HuaweiMate60Pro price is about [----] dollars"  
[X Link](https://x.com/anyuser/status/1700482937920094632)  2023-09-09T12:15Z 106.7K followers, 115.3K engagements


"$SONY bumped [----] goal for automotive car sensor share (as far as % of top [--] car manufacturers they have deals with) from 75% last year to 85% in corporate report last week"  
[X Link](https://x.com/anyuser/status/1696150366889341293)  2023-08-28T13:18Z [----] followers, [----] engagements


"$GRVY is cheap for a reason but past a threshold here in my mind. 412M cap on 250M+ cash end of [----] probably 280M+ now. $59 share price with $9.18/sh in [----] and $3.67 in 4Q alone. In all likelihood 1Q [----] will be at or above that level and 2Q will be insane"  
[X Link](https://x.com/anyuser/status/1646638444330844161)  2023-04-13T22:16Z [----] followers, [----] engagements


"Just FYI am taking half off with it up 30% from this point and about 40% up from my average. It's still very cheap but again.it's a weird stock"  
[X Link](https://x.com/anyuser/status/1678408618188722178)  2023-07-10T14:19Z [----] followers, [---] engagements


"All out for me it's really a matter of the opportunity cost for a stock where price action isn't tied to fundamentals in a predictable way. I also sold in [----] at $100 before it went to $250 so not calling a top.no clue what it will do short term"  
[X Link](https://x.com/anyuser/status/1689736633904484352)  2023-08-10T20:33Z [----] followers, [---] engagements


"$SONY clearly sandbagging on multiple fronts. Their forex assumptions are very conservative. Today's forex rate alone would adjust profit guide to expectations. Also little chance first-party sales decrease this year with Spider-Man [--] (even as a PS5 exclusive) as in the guide"  
[X Link](https://x.com/anyuser/status/1651958453827452930)  2023-04-28T14:36Z [----] followers, [---] engagements


"@MadThunderdome @SkeleCap good riddance to expensive dead weight. Based on a purchase price of 84.3M pounds April [----] (12.3B yen best guess using average 146yen/pound in 2009) and sell at 300M USD (41B yen) the profit is 28.7B yen. $9684"  
[X Link](https://x.com/anyuser/status/1563147139626455041)  2022-08-26T12:51Z [----] followers, [--] engagements


"Note that even while winding down Eidos etc. losing about 700million yen per quarter as broken out in the last earnings. Partial impact (benefit) this quarter and full impact after that"  
[X Link](https://x.com/anyuser/status/1563567616794365952)  2022-08-27T16:42Z [----] followers, [--] engagements


"@MadThunderdome @SkeleCap Massive launch for @HaganeMobile. Quite rare to hit these levels on the grossing charts off the bat or at all. To my knowledge sqex is actually dev and publisher both unlike DQ walk DQ tact. Will be major contributor to top+bottom lines $9684.T"  
[X Link](https://x.com/anyuser/status/1556355619547930627)  2022-08-07T19:04Z [----] followers, [--] engagements


"Err.@hagane_mobile that is. The one with 375K followers"  
[X Link](https://x.com/anyuser/status/1556361753440796676)  2022-08-07T19:28Z [----] followers, [--] engagements


"And.quite likely to go global eventually given the popularity of Fullmetal Alchemist outside Japan"  
[X Link](https://x.com/anyuser/status/1556355782802898946)  2022-08-07T19:05Z [----] followers, [--] engagements


"I understand the objections to sqex NFTS but there's no business risk here. They've sold (for cash not crypto) multiple rounds (3+) of $150k worth of "stickers" for failed gaming IP no one in the west has heard of. @chipflare @MadThunderdome @SkeleCap https://www.4gamer.net/games/999/G999905/20211217139/ https://www.4gamer.net/games/999/G999905/20211217139/"  
[X Link](https://x.com/anyuser/status/1525468075637735428)  2022-05-14T13:28Z [----] followers, [--] engagements


"Debating buying $DOCS. I don't love the product myself but I will say it does a good job of getting physicians and keeping their attention on at least a bare minimum level. The moat there has to be acknowledged. Very tough to do that and many have failed"  
[X Link](https://x.com/anyuser/status/1523003813959020546)  2022-05-07T18:16Z [----] followers, [--] engagements


"In a future of increasingly complex editing viral transfection will continue to give way to non-viral. Of that majority is electroporation and only $MXCT flow electroporation can address commercial scale and viability. = partner milestones+royalties across entire field @bradloncar Mmmm Fate (and Allogene and Sangamo Cellectis Caribou Editas Intellia CRISPR Beam) have the entire editing toolbox they can use to make their product(s) better if they want to. And the entire genome as a potential target @bradloncar Mmmm Fate (and Allogene and Sangamo Cellectis Caribou Editas Intellia CRISPR Beam)"  
[X Link](https://x.com/anyuser/status/1428803309738070018)  2021-08-20T19:37Z [----] followers, [--] engagements


"@bradloncar Mmmm Fate (and Allogene and Sangamo Cellectis Caribou Editas Intellia CRISPR Beam) have the entire editing toolbox they can use to make their product(s) better if they want to. And the entire genome as a potential target"  
[X Link](https://x.com/anyuser/status/1428715972777500672)  2021-08-20T13:50Z 22.4K followers, [--] engagements


"Beyond cell therapy $MXCT is also now commercializing the VLX which has massive scale (200b cells in 30min) and opens up higher immediate rev opportunities in biomanufacturing (including vaccines). Batavia CDMO touts VLX on their website. Company likely an acq target (TMO etc)"  
[X Link](https://x.com/anyuser/status/1428843546912727044)  2021-08-20T22:17Z [----] followers, [--] engagements

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