#  @the_analyst_24 The Analyst
The Analyst posts on X about market cap, market, ai, silver the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
### Engagements: [-----] [#](/creator/twitter::1908893413304332288/interactions)
- [--] Week [------] +277%
- [--] Month [------] +113%
### Mentions: [--] [#](/creator/twitter::1908893413304332288/posts_active)
- [--] Week [--] +57%
- [--] Month [---] +75%
### Followers: [---] [#](/creator/twitter::1908893413304332288/followers)
- [--] Week [---] +30%
- [--] Month [---] +125%
### CreatorRank: [---------] [#](/creator/twitter::1908893413304332288/influencer_rank)
### Social Influence
**Social category influence**
[finance](/list/finance) [stocks](/list/stocks) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [currencies](/list/currencies) [exchanges](/list/exchanges) [travel destinations](/list/travel-destinations) [automotive brands](/list/automotive-brands) [social networks](/list/social-networks)
**Social topic influence**
[market cap](/topic/market-cap) #877, [market](/topic/market), [ai](/topic/ai), [silver](/topic/silver), [investment](/topic/investment), [growth](/topic/growth), [in the](/topic/in-the), [stocks](/topic/stocks), [we are](/topic/we-are), [inflation](/topic/inflation)
**Top accounts mentioned or mentioned by**
[@grabsg](/creator/undefined) [@optionsmaster69](/creator/undefined) [@jayconway13](/creator/undefined) [@grok](/creator/undefined) [@realtimhack](/creator/undefined) [@jackprandelli](/creator/undefined) [@0xgl0yalty3](/creator/undefined) [@theanalyst24](/creator/undefined) [@thehumbleco](/creator/undefined) [@humblegroupab](/creator/undefined) [@plan0815](/creator/undefined) [@theapeofgoldst](/creator/undefined) [@eric85050](/creator/undefined) [@thehealthb0t](/creator/undefined) [@jessecoheninv](/creator/undefined) [@jonerlichman](/creator/undefined) [@chitchatstocks](/creator/undefined) [@comminvest](/creator/undefined) [@ekwufinance](/creator/undefined) [@moninvestor](/creator/undefined)
**Top assets mentioned**
[Nexa (NEXA)](/topic/$nexa) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Akamai Technologies, Inc. (AKAM)](/topic/$akam) [Toko Token (TKO)](/topic/$tko) [Metadium (META)](/topic/$meta) [Morgan Stanley (MS)](/topic/morgan-stanley) [Walmart, Inc. (WMT)](/topic/$wmt) [Oracle Corporation (ORCL)](/topic/$orcl) [British American Tobacco (BTI)](/topic/british-american-tobacco) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn)
### Top Social Posts
Top posts by engagements in the last [--] hours
"$AKAM Akamai Technologies Inc. delivered a solid quarter. I like this stock because the market has no expectations. The risk/reward profile is attractive. While it is not a high-growth stock it demonstrates solid revenue growth with an attractive valuation which makes it a favorable long-term play for the next few years. Market Cap: [--] Billionen EV: [--] bn. Q3 2025: Rev: [----] bn. (up 5% year-over-year) Non GAAP EPS: [---] (up 17% year-over-year) Adjusted EBITDA was $458 million (8% increase from third quarter 2024) Forecast valuation: 2026: Adj. EBITDA [--] bn. EV/EBITDA: [--] Which makes it"
[X Link](https://x.com/the_analyst_24/status/1986651346066718948) 2025-11-07T04:26Z [--] followers, [--] engagements
"$Grindr Solid earnings report with a [--] % revenue growth. With the buy out offer from the founder who already owns 60% still nice upside: https://www.forbes.com/sites/jonathanburgos/2025/10/24/grindr-shares-soar-as-majority-shareholders-buyout-offer-values-dating-app-at-35-billion/ https://www.forbes.com/sites/jonathanburgos/2025/10/24/grindr-shares-soar-as-majority-shareholders-buyout-offer-values-dating-app-at-35-billion/"
[X Link](https://x.com/the_analyst_24/status/1986652435331580218) 2025-11-07T04:30Z [--] followers, [--] engagements
"$INPST Inpost S.A. with solid quartaly results. Market cap: [--] Bn. EV: [--] Bn. (exclude Leasing with [--] Bn. ) Adjusted EBITDA TTM: [--] Bn. Looks not so cheap.but the company is growing [--] % this quarter in revenue.organic revenue growth of around [--] %"
[X Link](https://x.com/anyuser/status/1987072830618673469) 2025-11-08T08:20Z [---] followers, [---] engagements
"1.) InPost's business model is a logistics game-changer: 📦 APM Network: A vast network of 24/7 parcel lockers (APMs) in convenient locations. 💰 Cost-Effective: Lowers delivery costs vs. home delivery. 🌎 Sustainable: Reduces courier miles & CO2 emissions. 🏆 Customer First: Drives high loyalty & satisfaction. #InPost #BusinessModel"
[X Link](https://x.com/the_analyst_24/status/1987073261838934056) 2025-11-08T08:22Z [--] followers, [--] engagements
"Cyprium Metals Limited is an australian copper redeveloper of brownfield copper assets in Western Australia to become a near-term producer. High Risk but also cheap valuation compare with other copper producer. Market Cap: [---] Mio $ EBITDA 26: 45-60 Mio $ http://CYM.AX http://CYM.AX"
[X Link](https://x.com/the_analyst_24/status/1987416566796067055) 2025-11-09T07:06Z [--] followers, [--] engagements
"$AIOT PowerFleet Inc. with an excellent quarter. Market Cap: [---] Mio. $ EV: [---] Mio. $ TTM adjusted EBITDA: [--] Mio. $ FY26 EBITDA Forecast: [---] Mio. $ (YoY Growth: [--] %) Big Total Adressable Market with a lot of potential. They focus on focused on AIoT (Artificial Intelligence of Things) solutions for mobile asset management primarily generating recurring revenue from subscriptions to its software platform"
[X Link](https://x.com/the_analyst_24/status/1987886864888676815) 2025-11-10T14:15Z [--] followers, [---] engagements
"1.) Including also unorganic growth looks excellent with [--] % of revenue growth"
[X Link](https://x.com/the_analyst_24/status/1987887314937561210) 2025-11-10T14:17Z [--] followers, [--] engagements
"3.) And 10% Shares are shorted potential for covering in the next days and weeks.but mostly i like the product and the TAM. The global telematics market in which Powerfleet is a top-tier player is valued in the tens of billions of dollars annually and is projected for sustained double-digit growth. In summary while the absolute TAM (all connected vehicles) is in the hundreds of millions of units and hundreds of billions of dollars Powerfleets Serviceable Available Market (SAM) is the high-value recurring SaaS revenue opportunity within the top-tier global enterprise AIoT fleet management space"
[X Link](https://x.com/the_analyst_24/status/1987888656795746377) 2025-11-10T14:22Z [--] followers, [---] engagements
"4.) Some competition come from: $IOT; $VZ; $ITRN Powerfleet's Competitive Edge# #AIoT 🚀 They don't just track assetsthey unify operations. Advantage: Unity Platform: True device-agnostic #SaaS. They combine data from any hardware (our own third-party or OEM) into a single intelligent pane of glass. No vendor lock-in Prescriptive AI: They use advanced AI to move beyond tracking to prevent incidents & optimize operations across complex fleets globally. Comprehensive Portfolio: The broadest range of rugged and enterprise-grade hardware including leading #FleetSafety AI video. #Logistics"
[X Link](https://x.com/the_analyst_24/status/1987889899606020460) 2025-11-10T14:27Z [--] followers, [---] engagements
"$NBIS Nebius Group N.V. - the market reacts positive on the earnings report as a super growth stock hard to value i bought early and i regret i sold way to early. Market cap: [--]. Bio. $ Revenue: [---] Mio. $ Revenue Growth: 355% YoY - good one #AI #KI #Datacenter #Data"
[X Link](https://x.com/the_analyst_24/status/1988236639001579537) 2025-11-11T13:25Z [--] followers, [---] engagements
"$KSB KSB SE & Co KGaA earnings in line with stable business model ""Razor & Razorblade" Market Cap: [----] Bio. EV: [----] Bio. EBITDA [--] FC (mine): [---] Bio. They could raise the guidance but i like their conservative approach. German quality: underpromise--overdeliver"
[X Link](https://x.com/the_analyst_24/status/1988454360486211976) 2025-11-12T03:50Z [--] followers, [--] engagements
"1.) KSB SE's business model is a "Razor & Razorblade" approach: 🔧Selling high-quality pumps & valves (the "razor") globally for industries like water energy and chemicals. Crucially they generate high-margin recurring revenue from extensive after-sales services (the "razorblades") like maintenance repairs and spare parts via KSB SupremeServ. #IndustrialTech #Engineering #KSB #BusinessModel"
[X Link](https://x.com/the_analyst_24/status/1988454507286769975) 2025-11-12T03:51Z [--] followers, [--] engagements
"2.) Valuation still super cheap: Market Cap: [----] Bio. EV: [----] Bio. EBITDA [--] FC (mine): [---] Mio. EBIT [--] FC (mine): [---] Mio. EV/EBITDA: [--] Growing with around [--] % the next years.deserve a rerating with possible more then the [---] % price increase. #fundamental #StockMarket"
[X Link](https://x.com/the_analyst_24/status/1988455548321493383) 2025-11-12T03:55Z [--] followers, [--] engagements
"3.) KSB is powering the global nuclear renaissance ⚛ With a strong legacy in the nuclear industry KSB is seeing significant growth securing major orders for critical pumps and valves. Their expertise is now focused on developing specialized components for Small Modular Reactors (SMRs) positioning them for the next generation of safe reliable and CO2-free energy. #NuclearEnergy #SMR #CleanEnergy #nuclear #atom #atomic"
[X Link](https://x.com/the_analyst_24/status/1988455868799857048) 2025-11-12T03:56Z [--] followers, [--] engagements
"$dlo DLocal another great quarter with growth for DLocal. One of the only fintech company with super high growth Valuation still cheap for this growth. Market cap: [---] Bio. $ Ev: [---] Bio. $ Revenue: [---] Mio. $ / [--] % yoy Growth Adjusted EBITDA: [--] Mio. $ / 37% yoy Growth $Fi Fiserv Have a look their quarter Was much better then yours. DLocal's business model is all about being the bridge for cross-border payments They simplify the complexity of connecting global merchants (like Uber or Microsoft) with consumers in 🌍 emerging markets (LatAm Africa Asia). Revenue: Primarily from transaction"
[X Link](https://x.com/the_analyst_24/status/1988717475832488190) 2025-11-12T21:16Z [--] followers, [---] engagements
"The shutdown is now ending. I think the markets will remain somewhat cautious until the weekend. The House has approved an agreement in the budget dispute; only Trump has to agree which is considered a certainty. The longest government shutdown in US history is coming to an end but it could take days and in some cases a week or more before normal operations resume. Economic data releases were canceled or delayed and more importantly no new statistics on prices and jobs were collected leaving policymakers with a data gap that could distort forecasts for months. #data #shutdownend"
[X Link](https://x.com/the_analyst_24/status/1988810721036206101) 2025-11-13T03:26Z [--] followers, [--] engagements
"$RDCM RADCOM Ltd. Another interesting smallcap from #Israel on nasdaq with solid earnings.nice niche play in telecom sector.growing demand is coming from growing data. Marketcap: [---] Mio. $ with Net Cash of [---] Mio. $ EV: [---] Mio. $ Revenue: [----] Mio $ / 16.2% year-over-year growth GAAP net income: $3.5 million Non-GAAP net income: $4.9 million / [--] % year-over-year growth [----] Non-GAAP net income: $ [---] million EV/Non-GAAP net income = [--] and still growing nicely More things to come.nice customer wins they announced also. $RDCM operates on a subscription-based software (SaaS) model providing"
[X Link](https://x.com/the_analyst_24/status/1988814563735945637) 2025-11-13T03:41Z [--] followers, [---] engagements
"This will be an interesting week for trading. Following last week's minor sell-off due to the suspension of a possible interest rate cut #interest. $NVDA will publish its quarterly figures on Wednesday and these will then be the focus of attention. Further increases in gold and metal prices are also possible as there have been no answers yet to the rising levels of government debt. #debt"
[X Link](https://x.com/the_analyst_24/status/1990263700981436431) 2025-11-17T03:40Z [--] followers, [--] engagements
"$RLX RLX Technology Inc. is a leading global e-vapor company growing faster then the #vaping market and to cheap to ignore. Market Cap. $2.8 Bio. Net Cash $2.1 Bio. EV $0.7 Bio. Revenue growth yoy: 49% Net Income: $ [---] Mio. USD/RMB: [--] #RLX #cash #smoking"
[X Link](https://x.com/the_analyst_24/status/1990266729298288884) 2025-11-17T03:52Z [--] followers, [--] engagements
"$nvda Nvidia This was a good quarter.so i think the market will end the correction and we will see a nice year-end rally. #ai #datacenter #bullmarket https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-third-quarter-fiscal-2026 https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-third-quarter-fiscal-2026"
[X Link](https://x.com/the_analyst_24/status/1991304888748503294) 2025-11-20T00:37Z [--] followers, [--] engagements
"$CAE Cae Inc. Found an interesting company and defense play. Market Cap: [---] $Bio. EV: [----] $Bio. TTM Adjusted EBITDA: [---] $Bio Backlog supports growth. CAE Inc. is a global leader in civil aviation defense and healthcare simulation & training. ✈ Key Revenue: Selling full-flight simulators (high-margin hardware) and providing recurring long-term training services (pilot & technician training) under multi-year contracts. Focus is on safety efficiency and preparedness. #Aviation #Simulation #Training https://twitter.com/i/web/status/1991393828792856888"
[X Link](https://x.com/the_analyst_24/status/1991393828792856888) 2025-11-20T06:31Z [---] followers, [--] engagements
"$NVDA earnings beat expectations and gave an optimistic outlook initially easing fears of an #AI bubble 📈 Global markets rallied but the relief was short-lived. $NVDA stock and major US indices like the $NASDAQ are now seeing volatility as macro concerns and questions about AI's long-term sustainability resurface. The tug-of-war continues. #StockMarket #Nvidia #TechStocks"
[X Link](https://x.com/the_analyst_24/status/1991733384247435457) 2025-11-21T05:00Z [--] followers, [--] engagements
"Today's Trade: Its not about $NVDA anymore. The market is back to balancing two forces: 1) The Reality of AI Demand (proven by earnings) vs. 2) Macro Headwinds (elevated rates inflation outlook). We expect choppy action. Tech may try to rebound but the broader index trend is dictated by the Fed narrative. High volatility likely. #WallStreet #Markets #TechStocks"
[X Link](https://x.com/the_analyst_24/status/1991734046033162278) 2025-11-21T05:02Z [--] followers, [--] engagements
"$WMT Walmart CFO John David Rainey warns the affordability crisis is getting worse especially for lower-income consumers. 📉 Key points: -Growing gap between high- & low-income shoppers. -Consumers prioritize food/essentials over discretionary spending. -Walmart gaining market share as shoppers trade down for lower prices. #Walmart #Economy #Inflation #Retail https://finance.yahoo.com/news/walmart-cfo-warns-affordability-crisis-is-getting-worse-181210420.html https://finance.yahoo.com/news/walmart-cfo-warns-affordability-crisis-is-getting-worse-181210420.html"
[X Link](https://x.com/the_analyst_24/status/1991735334326136941) 2025-11-21T05:08Z [--] followers, [--] engagements
"$ORCL Oracle #bonds look very attractive. They offer a coupon of 6% #interest and run until beyond [----]. Oracle is funding massive Cloud/AI infrastructure (like for OpenAI) with billions in new debt. Market concerns: -Debt-to-EBITDA ratio surging. -Heavy Capex causing negative Free Cash Flow. -Risk to its Investment Grade rating. #ORCL #FixedIncome #Cloud #AI #Bonds"
[X Link](https://x.com/the_analyst_24/status/1991737056066785401) 2025-11-21T05:14Z [--] followers, [---] engagements
"1.) Oracle's business model has shifted heavily to the Cloud ☁ -Core: Selling Database tech and Enterprise Software (ERP HCM). -Growth: Subscription revenue from Oracle Cloud Infrastructure (OCI) and SaaS applications. -Strategy: Recurring revenue industry-specific solutions & AI-infused services. #Oracle #Cloud #OCI #SaaS #EnterpriseTech"
[X Link](https://x.com/the_analyst_24/status/1991737206197948687) 2025-11-21T05:15Z [--] followers, [--] engagements
"2.) Key Concerns Driving the Bond Sell-off: Massive Increase in Debt (High Leverage): Oracle is taking on billions of dollars in new debt to fund its Oracle Cloud Infrastructure (OCI) and AI deals such as the major contracts with companies like OpenAI. Its total debt has risen well above $100 billion in recent periods.The crucial Debt-to-EBITDA ratio (debt relative to earnings) is projected to climb toward $4$x or higher which is significantly higher than its Big Tech peers (like Microsoft or Amazon) and strains its Investment Grade credit rating (currently Baa2/BBB). #rating #debt"
[X Link](https://x.com/the_analyst_24/status/1991737459592556808) 2025-11-21T05:16Z [--] followers, [--] engagements
"4.) Future Uncertainty of AI Bets: While the AI contracts promise massive future revenue investors are concerned about the profitability and timeline for these returns. There is risk that if a few major AI partners underperform or if the rapid technological obsolescence of data center equipment (depreciation) is underestimated Oracle's ability to service its growing debt could be compromised. #openai #risk"
[X Link](https://x.com/the_analyst_24/status/1991737738459005176) 2025-11-21T05:17Z [--] followers, [--] engagements
"5.) The market is overlooking Oracle's deep "moat." 🏰 Their core database and enterprise applications are mission-critical & deeply integrated with client operations. This creates massive switching costs and predictable recurring revenuea huge positive for bondholders despite the short-term debt spike. #Oracle #Moat #EnterpriseTech"
[X Link](https://x.com/the_analyst_24/status/1991737998132801985) 2025-11-21T05:18Z [--] followers, [--] engagements
"6.) Is Oracle's debt-fueled spending risky Yes but it's investing in future cash flow. 💡 The massive OCI expansion and AI deals (like OpenAI) secure highly profitable multi-year subscription contracts. Once the heavy Capex phase slows down the recurring subscription revenue will rapidly boost Free Cash Flow. Short-term pain for long-term gain. #ORCL #Cloud #AI"
[X Link](https://x.com/the_analyst_24/status/1991738080441872693) 2025-11-21T05:18Z [--] followers, [--] engagements
"7.) While leverage is up remember Oracle's history of strong cash generation and debt repayment after major acquisitions (like Sun Microsystems). Their Investment Grade rating is based on decades of business stability. The current debt increase is strategic and manageable given the high growth in their cloud segments. They aren't going anywhere. #FixedIncome #Investing #OracleBonds"
[X Link](https://x.com/the_analyst_24/status/1991738139359293634) 2025-11-21T05:19Z [--] followers, [--] engagements
"Wall Street concluded the trading week on Friday with a broadly mixed and subdued session marked primarily by minor profit-taking following a period of strong recent gains. Index Performance Review Major indices struggled to find upward momentum ending the session marginally lower as investors exercised caution ahead of the low-volume Thanksgiving holiday week. The S&P [---] $SPX edged down by approximately 0.1% failing to hold early session gains. The Nasdaq Composite $IXIC home to tech giants closed slightly weaker registering a loss of around 0.2% indicative of the minor pressure on"
[X Link](https://x.com/the_analyst_24/status/1992119748868669679) 2025-11-22T06:35Z [--] followers, [--] engagements
"$goog Alphabet inc. Gemini is the new state of the art AI.i like the stock.Buffet as well. Optimism about the company's positioning in AI looked to be lifting the stock today with Google's newest model Gemini [--] winning support in Silicon Valley. Salesforce $CRM CEO Marc Benioff said in a Sunday social media post that "It feels like the world just changed again" about his first hours using #Gemini [--] after using OpenAI's ChatGPT for years"
[X Link](https://x.com/the_analyst_24/status/1993106341062422636) 2025-11-24T23:55Z [--] followers, [---] engagements
"Another reason for the rise of the stock. Google parent Alphabet $GOOGL reportedly is in talks with Meta Platforms $Meta and others to let them use its Tensor AI chips expanding its Nvidia $NVDA rivalry. Google and AI chip partner Broadcom $AVGO rose late. Nvidia stock and Advanced Micro Devices $AMD fell. https://www.investors.com/news/technology/google-in-talks-ai-chips-meta-nvidia-amd/ https://www.investors.com/news/technology/google-in-talks-ai-chips-meta-nvidia-amd/"
[X Link](https://x.com/the_analyst_24/status/1993121007864103122) 2025-11-25T00:54Z [--] followers, [---] engagements
"You want to invest in the oil and gas sector. I have something better than #Shell $Shel and $BP. Take a look at Orlen SA $PKN.WA Currency is Polish zloty. EUR/PLN: [---] Market cap: [---] B.PLN / around [--] Billionen EURO EBITDA 2025: [--] B.PLN / around [---] Billionen EURO Dividend Yield: 6% This company is cash flow generating monster.and still cheaper then the other companies. Orlen SA is a vertically integrated energy giant. Their model spans upstream (E&P) midstream (refining/petrochemicals) and downstream (fuel stations). They are a regional leader focusing on energy transition including"
[X Link](https://x.com/the_analyst_24/status/1993202407350681641) 2025-11-25T06:17Z [--] followers, [---] engagements
"Silver Market Short Squeeze: The Perfect Storm ⛈ Extreme Supply/Demand Imbalance: #Silver is facing a structural deficit driven by declining mine production and soaring industrial demand particularly from the booming Green Energy Sector (solar panels EVs). Physical vaults are depleting in key hubs like London. The Paper vs. Physical Disconnect: There's a massive disparity between the amount of "paper" silver contracts (futures ETFs) and the available physical metal. Estimates suggest paper claims far exceed physical stocks creating an overleveraged market ripe for a panic. Massive Short"
[X Link](https://x.com/the_analyst_24/status/1993506302669341171) 2025-11-26T02:25Z [--] followers, [---] engagements
"Look at the Gold-to-Silver Ratio (GSR).The GSR is currently 80:1. Historically this means silver is massively undervalued relative to gold (long-term average is $50:1 to 60:1).This extreme ratio is the fuel for silver's leveraged rally. #SilverSqueeze #GSR #PreciousMetals In every major bull run (like 2009-2011) the GSR collapses (it dropped from 80:1 to 32:1 then). This happens because silver's smaller market and dual industrial/monetary demand cause its price to outperform Gold by a significant multiple (2x or 3x). The current high ratio guarantees investors will switch from gold to silver"
[X Link](https://x.com/the_analyst_24/status/1993506784586367156) 2025-11-26T02:27Z [--] followers, [---] engagements
"2.) Forget speculation. Silver's price floor is being raised by structural industrial demandthe true fuel for the #SilverSqueeze. The market faces its 5th consecutive annual supply deficit. Mine supply is stagnant (most silver is a byproduct) while industrial demand is near record highs. Above-ground physical stocks are depleting. Simple math: Supply Demand. #Commodities The Photovoltaic (Solar) sector is the #1 industrial driver. Silver is the most conductive metal essential for solar cells.PV demand is surging (193.5 Moz in [----] expected to grow).Each EV uses $sim$25-50 grams of silver (2x"
[X Link](https://x.com/the_analyst_24/status/1993507072487620800) 2025-11-26T02:28Z [--] followers, [---] engagements
"The moment Hedge Funds flip from being net short or neutral to aggressively Net Long on Silver the dynamic changes from a Short Squeeze (a quick spike) to a Sustained Institutional Rally. Hedge Funds are the price drivers in commodities. Their entry validates the fundamental story (structural deficits Green Energy demand) and provides the massive capital needed for the breakout. #Silver #HedgeFunds #Investment Short Squeeze: Forced buying by 'Commercials' (banks) covering their short positionsreactive & violent. Hedge Fund Buying: Opportunistic buying by 'Managed Money' (Hedge Funds/CTAs)"
[X Link](https://x.com/the_analyst_24/status/1993507508577825060) 2025-11-26T02:30Z [--] followers, [--] engagements
"🚨 Critical Day for Silver Markets 🚨 Today marks a pivotal moment for the December #Silver contract (COMEX). As we move into the delivery period all eyes are on the "Delivery Notices." Why does this matter right now 👇 Its all about the physical demand. #Commodities #PreciousMetals"
[X Link](https://x.com/the_analyst_24/status/1994289990252257474) 2025-11-28T06:19Z [--] followers, [---] engagements
"Everyone is watching Silver $SI but nobody is talking about its volatile little sister: Zinc $ZN. 🥈🔩 While Silver gets the "monetary" headlines Zinc is quietly setting up a similar supply-crunch scenario. Here is why Zinc might be the ultimate catch-up trade to Silver. 🧵👇"
[X Link](https://x.com/the_analyst_24/status/1994431517746241825) 2025-11-28T15:41Z [---] followers, [--] engagements
"1.) The "Green" Connection 🌱 We know Silver is essential for Solar PV. But you can't build solar farms or wind turbines without galvanized steel. That is where Zinc comes in. If the #Silver bull case is built on the "Green Transition" Zinc is the structural backbone of that same trade. They are fundamentally linked. #solar #greenenergy #steel #transition"
[X Link](https://x.com/the_analyst_24/status/1994431726299521351) 2025-11-28T15:42Z [--] followers, [--] engagements
"2.) Follow the Smart Money 🧠 Recent COT reports & LME data show a shift. Hedge funds (Managed Money) have maintained net-long positions on both metals. Why Silver: Rate cut anticipation shortage breakout. Zinc: Betting on a "soft landing" & Chinese stimulus. Institutional flows are positioning for an industrial revival not a recession"
[X Link](https://x.com/the_analyst_24/status/1994431902036681059) 2025-11-28T15:43Z [--] followers, [--] engagements
"3.) The Squeeze Potential 📉 Silver is famous for its squeezes but Zincs inventory situation is arguably tighter. LME stocks have hovered near critical lows recently. When liquidity is low and funds are Net Long any supply shock causes explosive upside moves. Zinc is historically one of the most volatile metalshigh risk high reward. #squeeze #liquidity"
[X Link](https://x.com/the_analyst_24/status/1994432098564964570) 2025-11-28T15:44Z [--] followers, [--] engagements
"4.) Think of Zinc as "Silver with higher Beta" but without the safe-haven premium. Silver just breakout watch for capital to rotate into Zinc to start a breakout also as the lagging industrial play. The little sister often runs faster once she gets going. 🚀 #Commodities #Silver #Zinc #Investing #Macro"
[X Link](https://x.com/the_analyst_24/status/1994432483199451266) 2025-11-28T15:45Z [--] followers, [--] engagements
"🚨 DEEP DIVE: Google's TPUv7 "Ironwood" is poised to reshape the AI hardware landscape. A SemiAnalysis report claims $GOOGL's custom chips offer a massive cost advantage over $NVDA's Blackwell. Its not just about peak specs; its about system efficiency. [--] 30-50% Lower Cost per PFLOP: The TPUv7 delivers a much higher real Model-FLOP utilization than Nvidia's solutions. This full-stack efficiency means Google can offer AI compute at 30-50% lower TCO (Total Cost of Ownership) for LLM training and inference. [--] The Full-Stack Advantage: Google's strength is designing the TPUs the network fabric"
[X Link](https://x.com/the_analyst_24/status/1994434453306069227) 2025-11-28T15:53Z [--] followers, [---] engagements
"#Silver $KUYA.CN $kuya You think most of the silver stocks run to much and are to expensiv. Here is a nice one which is still very undervalued. Market cap: [--] Mio. Dollar Operating Breakeven: This quarter Q4/2025 2026/2027: Annual free cash flow [--] Mio. Dollar $KUYA's Bethania Silver Mine is ramping up production Targeting Commercial Production in Q4 [----] at an initial [---] tpd. The big goal: scaling to [---] tpd in [----] to unlock $20M+ in annual Free Cash Flow/EBITDA. Silver is shining ⛏💰 Kuya Silver focuses on high-grade silver production and exploration primarily driven by the Bethania Mine"
[X Link](https://x.com/the_analyst_24/status/1994647932843561113) 2025-11-29T06:01Z [--] followers, [---] engagements
"1.) $KUYA is executing a phased ramp-up at its high-grade Bethania Silver Mine (Peru) while advancing the Silver Kings Project (Canada) for long-term growth. The Production Roadmap (Bethania Mine): Phase [--] - Stabilization (2025 Focus): The mine aims for stable production of [---] tonnes per day (tpd) by Q3 [----] with Commercial Production targeted for Q4 [----]. This transitions Bethania into a consistent cash generator. Phase [--] - Expansion (2026 Target): Scaling the operation to [---] tpd in [----] is the crucial step to unlock $20M+ in annual Free Cash Flow/EBITDA (based on internal projections)."
[X Link](https://x.com/the_analyst_24/status/1994648551625036134) 2025-11-29T06:04Z [--] followers, [---] engagements
"2.) The Exploration Upside (Silver Kings Project): Meanwhile aggressive exploration continues at the Silver Kings Project in Ontario Canada home to the district-scale Campbell-Crawford discovery. This project provides blue-sky potential for resource expansion and is key to Kuya's long-term value creation. Kuya is transitioning from developer to producer leveraging current cash flow from Bethania to fund future growth at both assets. #SilverMining #BethaniaMine #SilverKings #MiningStocks #PreciousMetals"
[X Link](https://x.com/the_analyst_24/status/1994648854541865112) 2025-11-29T06:05Z [--] followers, [--] engagements
"3.) 🚀 Kuya Silver: A Financial Model for Silver Growth 💰$KUYA's valuation hinges on the Bethania Mine ramp-up: Financial Model Target: Achieve $20M+ in annual Free Cash Flow/EBITDA post-Phase [--] expansion (targeting [---] tpd in 2026). Valuation Upside: This potential cash flow suggests a significant valuation increase from today's market cap (currently $65M CAD). Analysts currently forecast a 12-month average price target of **C$2.00 C$2.15** implying 300%+ upside from current trading levels. The transition from developer to producer offers substantial re-rating potential. #SilverStocks"
[X Link](https://x.com/the_analyst_24/status/1994649146754830565) 2025-11-29T06:06Z [--] followers, [---] engagements
"@TheApeOfGoldST Have a look at $Kuya Silver.still a lot of potential as they start to produce this quarter"
[X Link](https://x.com/the_analyst_24/status/1994793811109974239) 2025-11-29T15:41Z [--] followers, [---] engagements
"$NEXA I've found an opportunity for a cheap #commodity investment and good #inflation protection with a mining stock. Nexa Resources S.A. Market Cap: US$ [---] mm Net Dept: US$ [----] mm EV: US$ [-----] mm Adjusted EBITDA Q3/2025: US$ [---] mm My forecast for [----] minimum: US$ [---] mm EV/EBITDA 2026: [--] ⛏ Nexa Resources S.A.'s business model is an integrated approach: Mining: Extracts key metals (mainly #zinc #copper #lead #silver) from polymetallic mines primarily in Brazil and Peru. #Smelting: Processes the mined ore into refined metals (zinc ingots copper cathodes). Sales: Supplies these refined"
[X Link](https://x.com/anyuser/status/1994983215183143256) 2025-11-30T04:13Z [---] followers, 10K engagements
"2.) 🧵 NEXA's Silver Story: Beyond Zinc Nexa Resources (NEXA) is a global top [--] zinc producer but don't overlook their significant silver potential The company's polymetallic mines in Peru & Brazil are major by-product sources making them a key player in the silver supply chain. 🥈⛏ Focus on Aripuan: A Silver Growth Engine The brand-new Aripuan polymetallic mine in Mato Grosso Brazil is a game-changer. While primarily a zinc-lead operation its reserves contain a substantial amount of silver (and gold). Potential: Aripuan is forecasted to be a long-life low-cost mine significantly boosting"
[X Link](https://x.com/the_analyst_24/status/1994984344063283211) 2025-11-30T04:18Z [--] followers, [---] engagements
"3.) Aripuan Project: Silver's Impact The new Aripuan polymetallic mine in Brazil is a prime example. While it primarily produces zinc its annual expected silver output is a huge factor in its low-cost structure: Expected Annual Silver Production: [---] million ounces (Moz) over the initial 11-year life of mine (LOM).Annual Silver Revenue Estimate: $56.40/oz * [-------] oz $approx$ $101.5 million USD. (Note: This is gross revenue before deductions refining charges etc.) This revenue alongside production of lead and gold acts as a credit against the total operating costs of the mine.The By-Product"
[X Link](https://x.com/the_analyst_24/status/1994985568501952516) 2025-11-30T04:23Z [--] followers, [--] engagements
"2.) Part 2: The C-Band Catalyst (Points 5-8) 5/10 💰 The Upper C-Band Catalyst (The Multi-Billion Euro Bonus): The true upside lies in the ongoing FCC process to free up the final portion of the Upper C-Band spectrum (3.984.2 GHz) for U.S. 5G deployment. This is the critical high-margin cash injection. 6/10 ⚖ Phase 1: The Precedent. The first C-Band auction (Auction 107) established the financial blueprint resulting in a $9.7 BILLION payout to the satellite group (Intelsat & SES as main beneficiaries) for clearing the lower portion of the band. This proves the value of the cleared spectrum."
[X Link](https://x.com/the_analyst_24/status/1995021721406206169) 2025-11-30T06:46Z [--] followers, [--] engagements
"Part 3: Valuation Impact (Points 9-10) 9/10 ✨ Valuation Impact: Discounting the estimated [---] Billion cash inflow back to today's Present Value (PV) adds an additional [----] per share to the company's intrinsic equity value. This C-Band PV is a direct balance sheet enhancement. 10/10 Final Fair Value: By integrating the [----] Billion core business value the [---] Billion C-Band PV and accounting for the post-merger net debt our analysis yields a robust Fair Value of [-----] per share. This significant upside is cemented by mandated U.S. regulatory cash flow. SES is a unique de-risked space play."
[X Link](https://x.com/the_analyst_24/status/1995022080325095795) 2025-11-30T06:48Z [--] followers, [--] engagements
"$GEO Geodrill A small shovel seller in higher gold prices. Market Cap: US$ [---] mm (Cash/Debt nearly equal) Cash from Ops before Tax 9/2025: US$ [--] mm Forecast for [----] EBITDA: US$ [--] mm EV/EBITDA 2025: [--] I love these cheap and easy plays. $GEO Geodrill's biz model shines during commodity booms ⛏💎 While gold copper & lithium prices soar mining companies need to drill more to find & confirm new deposits. $GEO is the ultimate "shovel seller" in this gold rush: they don't bet on the price of the metal; they supply the essential high-spec drilling services (RC Diamond Core) that everyone needs to"
[X Link](https://x.com/the_analyst_24/status/1995797627380916354) 2025-12-02T10:10Z [--] followers, [---] engagements
"2.) Why does Geodrill ($GEO) maintain a strong market position It's about their customer quality 🤝 They are a trusted partner serving a diverse portfolio of major intermediate and well-funded junior mining companies across West Africa North Africa and South America. These are clients with serious budgets and long-term exploration programs. This customer mix insulates them better than relying solely on high-risk junior miners. A sign of operational excellence and reliability in the demanding drilling sector. 🥇🌍 #Mining #Exploration #Geodrill #ClientBase"
[X Link](https://x.com/the_analyst_24/status/1995798404912611528) 2025-12-02T10:13Z [--] followers, [--] engagements
"UP Fintech $TIGR Despite strong records Tiger Brokers trades at an extreme valuation discount compare to $Hood. Chinese growth small-caps remain out of favor but value is starting to flash. Q3 [----] Data / Valuation Check: Market Cap: $1.63 Billion Cash (Q3): $580.7 Million Enterprise Value (EV): $1.05 Billion Q3 Profit Before Tax (PBT): $65.1 Million Annualized PBT Run Rate: $260M (4x Q3 PBT) EV / Annualized PBT: 4.0x (Insanely low for +73.3% YoY Revenue Growth) If $TIGR maintains profitability and growth the current EV/PBT ratio suggests substantial undervaluation. #TIGR #FinTech"
[X Link](https://x.com/the_analyst_24/status/1996532836179083716) 2025-12-04T10:51Z [--] followers, [---] engagements
"🔥 COMEX SILVER SQUEEZE ALERT: [-----] MILLION OUNCES DEMAND The latest CME Delivery Notices (Dec 8) confirm extreme physical aggression. A staggering [-----] contracts (52.24M oz) have been called for physical delivery in the December contract consuming over 87% of Registered Inventories (est. 60M oz).📈 KEY DATA: Total Demand: 52.24M oz (as of 12/08/25) Front-Loaded: 71% was demanded immediately signaling strategic physical acquisition. Dec [--] Action: JP Morgan Securities & BofA Securities were major STOPPED parties (i.e. taking metal out). Price Validation: Settlement at $57.779/oz validates"
[X Link](https://x.com/the_analyst_24/status/1998242127474483691) 2025-12-09T04:03Z [--] followers, [--] engagements
"British American Tobacco plc The 5% dip in $BATS shares post-Trading Update is a classic market overreaction and a genuine gift for patient income investors. The fear-driven selling has created an even deeper discount on a company with fortress-like fundamentals. This is a temporary setback not a structural crisis. #BATS #ValueInvesting Lets focus on the undeniable value proposition. This selling pressure has pushed the prospective dividend yield back toward approx. [--] % a figure that provides an enormous margin of safety and a fantastic cushion against volatility. $BATS now trades at a"
[X Link](https://x.com/the_analyst_24/status/1998316517696430577) 2025-12-09T08:59Z [--] followers, [--] engagements
"🚨 SILVER HITS $60/OZ: The Perfect Storm Explained 📈 Silver has surged to a record high of $60 USDa move driven by a powerful trifecta of factors that have converged to create a structural bull market: 🏭 The Industrial Demand BOOM (The Green Revolution): Silver is irreplaceable in the global shift to clean energy. Massive accelerating demand from solar panels (photovoltaics) Electric Vehicles (EVs) and high-tech electronics/AI data centers is creating an unprecedented structural deficit. Simply put: the world needs more silver for industry than miners can dig up. This is not a temporary"
[X Link](https://x.com/the_analyst_24/status/1998470078178930958) 2025-12-09T19:09Z [--] followers, [--] engagements
"ORACLE $ORCL EARNINGS: AI BET DRIVES RECORD RPO BUT INVESTORS BEND THE CURVE Oracle's Q2 FY26 earnings (Dec 10) delivered solid top-line growth (Total Revenue up 13% to $16.1B) yet the miss on heady expectations and concerns over the massive AI buildout led to a sharp 10%+ dip in aftermarket trading challenging the current AI euphoria. Net income nearly doubled and Cloud Revenue (OCI & Applications) accelerated 33% to $8.0B with Cloud Infrastructure (OCI) surging 66% and GPU-related revenue spiking 177%. The Big AI Picture: The core story remains Oracle's aggressive capital-intensive pivot to"
[X Link](https://x.com/the_analyst_24/status/1998950313999610189) 2025-12-11T02:57Z [--] followers, [---] engagements
"@jayconway13 @grok is it possible to replace silver in Solar panell production And how And what about growing demand of Chips and Ev"
[X Link](https://x.com/the_analyst_24/status/1999023628399333445) 2025-12-11T07:49Z [--] followers, [--] engagements
"SILVER: DEMAND ACCELERATES AS MONTH-TO-DATE TOTAL SURGES Daily Surge: [---] contracts The physical drain remains relentless evidenced by significant daily activity. The latest CME Delivery Notices (dated Dec [--] 2025) confirm continued high demand in the market. LATEST DATA (As of 12/16/2025): Price Validation: The settlement price for the DECEMBER [----] COMEX [----] SILVER FUTURES is $62.700/oz. Total Demand: Cumulative contracts surged to [-----] taking the total metal called for delivery this month to an astounding [-----] MILLION OUNCES (12120 contracts x [----] oz). Daily Surge: [---] contracts were"
[X Link](https://x.com/the_analyst_24/status/2001182505563775272) 2025-12-17T06:47Z [--] followers, [--] engagements
"SILVER: DEMAND ACCELERATES AS MONTH-TO-DATE TOTAL SURGES Daily Surge: [---] contracts The physical drain remains relentless evidenced by significant daily activity. The latest CME Delivery Notices (dated Dec [--] 2025) confirm continued high demand in the market. LATEST DATA (As of 12/17/2025): Price Validation: The settlement price for the DECEMBER [----] COMEX [----] SILVER FUTURES is $66.237/oz. Total Demand: Cumulative contracts surged to [-----] taking the total metal called for delivery this month to an astounding [-----] MILLION OUNCES (12374 contracts x [----] oz). Daily Surge: [---] contracts were"
[X Link](https://x.com/the_analyst_24/status/2001494259036311682) 2025-12-18T03:26Z [--] followers, [--] engagements
"SILVER DEMAND EXPLOSION: YoY & MoM COMPARISON 🚀 The numbers don't liethe drain is accelerating at an exponential rate compared to previous cycles. Month-over-Month (MoM) Growth: Nov [----] vs. Dec 2025: We are seeing a +22% increase in delivery notices month-to-date. The velocity of physical removal is outstripping the prior month's pace by over [--] million ounces. Year-over-Year (YoY) Growth: Dec [----] vs. Dec 2025: This is the "Black Swan" event. Total delivery volume is up a staggering +145% compared to the same period last year. Registered Inventory: Available stocks have plummeted by 40% in"
[X Link](https://x.com/the_analyst_24/status/2001494402519437621) 2025-12-18T03:27Z [--] followers, [--] engagements
"Deep Dive: Why Circus SE $CA1 is the $Tsla of Physical AI" [----] Strategy 1/11 The Vision: $CA1 isn't just about food; its about Physical AI. While others build chatbots Circus builds autonomous infrastructure. Their goal Solving the global labor crisis by automating the $2.6 Trillion service industry. 🤖🥗 2/11 The Tech: Meet the CA-1. A fully autonomous robot that cooks cleans and packages meals in 7sqm. 500+ meals/charge. Proprietary CircusOS (Agentic AI) managing supply chains & demand. 2.3x faster than previous gens. ⚡ 3/11 The Mercedes Breakthrough: Huge news in Dec '25 Mercedes-Benz"
[X Link](https://x.com/the_analyst_24/status/2001550074355372227) 2025-12-18T07:08Z [--] followers, [--] engagements
"#SILVER: DEMAND ACCELERATES AS MONTH-TO-DATE TOTAL SURGES Daily Surge: [---] contracts The physical drain remains relentless evidenced by significant daily activity. The latest CME Delivery Notices (dated Dec [--] 2025) confirm continued high demand in the market. LATEST DATA (As of 12/18/2025): Price Validation: The settlement price for the DECEMBER [----] COMEX [----] SILVER FUTURES is $64.592/oz. Total Demand: Cumulative contracts surged to [-----] taking the total metal called for delivery this month to an astounding [-----] MILLION OUNCES (12494 contracts x [----] oz). Daily Surge: [---] contracts were"
[X Link](https://x.com/the_analyst_24/status/2001865557423825045) 2025-12-19T04:01Z [--] followers, [--] engagements
"#SILVER: DEMAND ACCELERATES AS MONTH-TO-DATE TOTAL SURGES Daily Surge: [---] contracts The physical drain remains relentless evidenced by significant daily activity. The latest CME Delivery Notices (dated Dec [--] 2025) confirm continued high demand in the market. LATEST DATA (As of 12/18/2025): Price Validation: The settlement price for the DECEMBER [----] COMEX [----] SILVER FUTURES is $64.592/oz. Total Demand: Cumulative contracts surged to [-----] taking the total metal called for delivery this month to an astounding [-----] MILLION OUNCES (12494 contracts x [----] oz). Daily Surge: [---] contracts were"
[X Link](https://x.com/the_analyst_24/status/2001866811076157930) 2025-12-19T04:06Z [--] followers, [--] engagements
"@eric85050 What i understand from other discussions they dont keep their promises / timelines and dilute to much.so the market is super sceptical.but i like those situation were the worst case scenario is only priced in"
[X Link](https://x.com/the_analyst_24/status/2002206233030504555) 2025-12-20T02:35Z [--] followers, [--] engagements
"The "Wegovy Pill" Moment: A Massive Catalyst for Novo Nordisk $NOVO is Imminent While the market has been fixated on the "injectable war" the real game-changer is about to drop. We are officially in the "Decision Window" for the FDA approval of high-dose Oral Semaglutide (25mg/50mg). This isn't just a label expansion; its a category-defining moment. Why the next few weeks are critical:The FDA decision is expected by late December [----] or early January [----]. If approved this will be the worlds first oral GLP-1 for chronic weight management. For millions of patients who are "needle-phobic" this"
[X Link](https://x.com/the_analyst_24/status/2003053263571313056) 2025-12-22T10:41Z [---] followers, [---] engagements
"The "CagriSema" Catalyst: Why Novo Nordisk $NOVO is the Ultimate [----] Comeback Story While the market spent [----] obsessing over supply chains and competition Novo Nordisk just fired its biggest shot. Following the recent NDA filing for CagriSema we are heading toward a pivotal FDA approval decision in [----]. This isn't just another drug; its the high-potency "Lilly-Killer" the market has been waiting for. Historically Novo's stock re-rates significantly ahead of major regulatory milestones. With the stock currently trading at a notable discount compared to its peak the risk/reward for [----] is"
[X Link](https://x.com/the_analyst_24/status/2003053435814642067) 2025-12-22T10:42Z [---] followers, [---] engagements
"Perfect timing i would say guys with my post from yesterday.so the first 10% gain was an easy one 🥳 The Era of the "Obesity Pill" is Officially Here: $NOVO Novo Nordisk Just Changed the Game Forever 💊🚀 Yesterday the FDA delivered the most significant catalyst for Novo Nordisk in years: The official approval of the first-ever oral GLP-1 for chronic weight management. As I predicted just [--] hours ago we were in the "Decision Window"and Novo Nordisk just smashed through it. This isn't just news; it's the structural pivot that ends the [----] valuation reset and marks the "bottom" for long-term"
[X Link](https://x.com/the_analyst_24/status/2003298070730276873) 2025-12-23T02:54Z [---] followers, [---] engagements
"SILVER SMASHES $74.70: THE "CHINA PLOT" UNFOLDS History is being written in real-time. Today Dec [--] [----] Silver hit a staggering $74.77/oz continuing its parabolic run. But the real story isn't just the priceits the "Great Wall" closing in. The Countdown: January [--] [----] The most explosive news is just days away. Starting Jan [--] [----] China is set to implement a massive restriction on silver exports. Beijing has mandated a strict government licensing system for all silver leaving the country. Only large state-approved giants can even apply. Smaller exporters are effectively being cut off. The"
[X Link](https://x.com/the_analyst_24/status/2004401336721305999) 2025-12-26T03:58Z [--] followers, [---] engagements
"TOLD YOU SO 🚀🥈; My first tweet about silver. Those who followed are now sitting on record gains with more then [--] % 🥳 How much money did you earn My knockouts certificates run more then 300% 🚀 Congrats to everyone who held strong The squeeze is far from over. 🌪 #return #profits #silver #trader #investor #SilverSqueeze #TradingSuccess #Commodities #WealthBuilding #ToldYouSo Look at the Gold-to-Silver Ratio (GSR).The GSR is currently 80:1. Historically this means silver is massively undervalued relative to gold (long-term average is $50:1 to 60:1).This extreme ratio is the fuel for"
[X Link](https://x.com/the_analyst_24/status/2004404943223173321) 2025-12-26T04:12Z [--] followers, [---] engagements
"🚀 50% GAINS SECURED AND WERE JUST WARMING UP 🥈💎 To everyone who followed my top hint on Kuya Silver ($KUYA): Congratulations on a massive 50%+ profit since the call 🥂 While the rest of the market is just waking up to the silver squeeze were already in the green. But heres the best part: This is only the beginning. 📈 Despite the run $KUYA is still significantly undervalued given the fundamentals: ✅ Bethania Mine is hitting its stride right now (Q4 2025). ✅ Scaling to [---] tpd in [----] targets $20M+ in Free Cash Flow. ✅ With Silver at record highs and Chinas export ban looming producers are"
[X Link](https://x.com/the_analyst_24/status/2004405928192553348) 2025-12-26T04:16Z [--] followers, [---] engagements
"@realTimHack I like the stock as well.shared a post [--] month ago about it.already some nice gains 🥳🥳 https://x.com/i/status/1994983215183143256 $NEXA I've found an opportunity for a cheap #commodity investment and good #inflation protection with a mining stock. Nexa Resources S.A. Market Cap: US$ [---] mm Net Dept: US$ [----] mm EV: US$ [-----] mm Adjusted EBITDA Q3/2025: US$ [---] mm My forecast for [----] minimum: US$ [---] mm https://t.co/ORliCD6emj https://x.com/i/status/1994983215183143256 $NEXA I've found an opportunity for a cheap #commodity investment and good #inflation protection with a mining"
[X Link](https://x.com/the_analyst_24/status/2004810240454525297) 2025-12-27T07:03Z [--] followers, [---] engagements
"@realTimHack Good pick from you 💪✌ when you like to have more Info see this one. https://x.com/i/status/1994983215183143256 $NEXA I've found an opportunity for a cheap #commodity investment and good #inflation protection with a mining stock. Nexa Resources S.A. Market Cap: US$ [---] mm Net Dept: US$ [----] mm EV: US$ [-----] mm Adjusted EBITDA Q3/2025: US$ [---] mm My forecast for [----] minimum: US$ [---] mm https://t.co/ORliCD6emj https://x.com/i/status/1994983215183143256 $NEXA I've found an opportunity for a cheap #commodity investment and good #inflation protection with a mining stock. Nexa"
[X Link](https://x.com/the_analyst_24/status/2004989786084573431) 2025-12-27T18:56Z [--] followers, [---] engagements
"@thehealthb0t @grok explain why this should work"
[X Link](https://x.com/the_analyst_24/status/2005091893261336854) 2025-12-28T01:42Z [--] followers, [---] engagements
"The silver market is entering a critical phase where structural reality is colliding with short-term technical pressures. While the long-term thesis remains incredibly robust investors should prepare for a potential "red candle" in early January driven by year-end tax selling a strengthening dollar and recent CME margin hikes. These factors create a tactical window where buying fresh at current levels might be risky but accumulating during the coming drawdown appears to be the strategic play. The "margin kill switch" that crushed the [----] rally has largely been exhausted; with current"
[X Link](https://x.com/the_analyst_24/status/2005264384516583850) 2025-12-28T13:07Z [--] followers, [--] engagements
"@JesseCohenInv Gold and mining Stocks and mining Equipment. $nexa for example one idea.zinc and silver play still alot of upside. https://x.com/i/status/1994983215183143256 $NEXA I've found an opportunity for a cheap #commodity investment and good #inflation protection with a mining stock. Nexa Resources S.A. Market Cap: US$ [---] mm Net Dept: US$ [----] mm EV: US$ [-----] mm Adjusted EBITDA Q3/2025: US$ [---] mm My forecast for [----] minimum: US$ [---] mm https://t.co/ORliCD6emj https://x.com/i/status/1994983215183143256 $NEXA I've found an opportunity for a cheap #commodity investment and good"
[X Link](https://x.com/the_analyst_24/status/2005283307962175635) 2025-12-28T14:22Z [--] followers, [---] engagements
"@JonErlichman $nexa Will double their earnings in [----] i guess.as prices are still very favorable and still good room to grow. https://x.com/i/status/1994983215183143256 $NEXA I've found an opportunity for a cheap #commodity investment and good #inflation protection with a mining stock. Nexa Resources S.A. Market Cap: US$ [---] mm Net Dept: US$ [----] mm EV: US$ [-----] mm Adjusted EBITDA Q3/2025: US$ [---] mm My forecast for [----] minimum: US$ [---] mm https://t.co/ORliCD6emj https://x.com/i/status/1994983215183143256 $NEXA I've found an opportunity for a cheap #commodity investment and good #inflation"
[X Link](https://x.com/the_analyst_24/status/2005284352440344762) 2025-12-28T14:27Z [--] followers, [---] engagements
"@chitchatstocks $vnrx Super small market cap.high risk high reward play.maybe a take out will come sooner then a [---] Bagger. https://x.com/i/status/2001664644449276212 The "Deep Value" Case for VolitionRx $VNRX [----] Outlook 1/8 The Tech: $VNRX isnt just another biotech. Their Nu.Q platform is a paradigm shift in epigenetics. By measuring H3.1 nucleosomes (NETosis) they dont just detect inflammationthey predict organ failure. Sepsis is a https://x.com/i/status/2001664644449276212 The "Deep Value" Case for VolitionRx $VNRX [----] Outlook 1/8 The Tech: $VNRX isnt just another biotech. Their Nu.Q"
[X Link](https://x.com/the_analyst_24/status/2005292075974279480) 2025-12-28T14:57Z [--] followers, [----] engagements
"@Comm_Invest Have a look on $nexa Zinc price is rising and also nice silver exposure still not priced in. https://x.com/i/status/1994983215183143256 $NEXA I've found an opportunity for a cheap #commodity investment and good #inflation protection with a mining stock. Nexa Resources S.A. Market Cap: US$ [---] mm Net Dept: US$ [----] mm EV: US$ [-----] mm Adjusted EBITDA Q3/2025: US$ [---] mm My forecast for [----] minimum: US$ [---] mm https://t.co/ORliCD6emj https://x.com/i/status/1994983215183143256 $NEXA I've found an opportunity for a cheap #commodity investment and good #inflation protection with a"
[X Link](https://x.com/the_analyst_24/status/2005479758717727213) 2025-12-29T03:23Z [--] followers, [---] engagements
"$TKO Taseko Mines: The most undervalued Copper growth story for [----] While the market is distracted by macro volatility Taseko Mines is quietly preparing for a massive re-rating. If you think the current share price is fair look at the [----] numbersthey tell a completely different story. #Copper is rising steady. (Q3/2025 Snapshot): Market Cap: US$ [---] bn Adjusted EBITDA (Q3/25): US$ [--] mm Cash Position: US$ [--] mm (post US$ [---] mm financing) The Setup: First copper from Florence expected in early [----]. The [----] EBITDA Forecast (Copper @ $5.50/lb) With copper prices trending towards record"
[X Link](https://x.com/the_analyst_24/status/2005921994320318821) 2025-12-30T08:40Z [---] followers, [---] engagements
"Taseko Mines: The Path to 500M+ lbs of Copper per Year (Post-2026) If you think the [----] ramp-up of Florence Copper is the finish line youre missing the bigger picture. $TKO isn't just a "recovery play"it is one of the most significant copper growth pipelines in North America. While the market focuses on [----] EBITDA the real "generational wealth" potential lies in what comes next: [--]. Yellowhead: The Multi-Decade Monster Acquired for just C$16M in [----] Yellowhead is now a cornerstone of Tasekos future. Status: Environmental Assessment process commenced in July [----]. Scale: A 25-year mine life"
[X Link](https://x.com/the_analyst_24/status/2005923203634668023) 2025-12-30T08:45Z [---] followers, [---] engagements
"@jackprandelli Have a look at $tko Taseko Mines.producing already.Single asset to multi asset in the moment.still cheap. https://x.com/i/status/2005921994320318821 $TKO Taseko Mines: The most undervalued Copper growth story for [----] While the market is distracted by macro volatility Taseko Mines is quietly preparing for a massive re-rating. If you think the current share price is fair look at the [----] numbersthey tell a completely https://t.co/mKjo39N48c https://x.com/i/status/2005921994320318821 $TKO Taseko Mines: The most undervalued Copper growth story for [----] While the market is"
[X Link](https://x.com/the_analyst_24/status/2006009369516015876) 2025-12-30T14:27Z [---] followers, [--] engagements
"@ekwufinance Have a look at $tko Taseko Mines.1 asset producing another one is just starting to produce.both with very low cost.i think we will see a take over soon. https://x.com/i/status/2005921994320318821 $TKO Taseko Mines: The most undervalued Copper growth story for [----] While the market is distracted by macro volatility Taseko Mines is quietly preparing for a massive re-rating. If you think the current share price is fair look at the [----] numbersthey tell a completely https://t.co/mKjo39N48c https://x.com/i/status/2005921994320318821 $TKO Taseko Mines: The most undervalued Copper"
[X Link](https://x.com/the_analyst_24/status/2006009883792138405) 2025-12-30T14:30Z [---] followers, [--] engagements
"@jackprandelli Here is a copper stock with a potential multiple.$tko Taseko Mines.starting to produce with second mine.still very cheap.take over target soon i expect. https://x.com/i/status/2005921994320318821 $TKO Taseko Mines: The most undervalued Copper growth story for [----] While the market is distracted by macro volatility Taseko Mines is quietly preparing for a massive re-rating. If you think the current share price is fair look at the [----] numbersthey tell a completely https://t.co/mKjo39N48c https://x.com/i/status/2005921994320318821 $TKO Taseko Mines: The most undervalued Copper"
[X Link](https://x.com/the_analyst_24/status/2006018149301326187) 2025-12-30T15:02Z [--] followers, [--] engagements
"A Paradigm Shift in U.S. Policy Analyzing Recent Statements on Venezuela and Domestic Recovery A recent report highlights a significant shift in the strategic outlook of the 47th Administration. Donald Trump has issued a stark warning regarding the U.S. economic trajectory while outlining a bold proactive approach toward regional stability in South America. Here are the key takeaways from the report: [--]. The U.S. to "Run" Venezuela 🏛 Perhaps the most striking detail is Trumps assertion that the United States will effectively oversee an interim administration of Venezuela. The goal is to"
[X Link](https://x.com/the_analyst_24/status/2007659952089989317) 2026-01-04T03:46Z [--] followers, [--] engagements
"The "Human Eye" of Autonomy: Why $LIDR (AEye) is a [----] Gamechanger 🚀 1/ Most LiDAR sensors are "dumb" they scan the world in a rigid fixed grid wasting energy on the sky or empty roads. AEye is different. Their iDAR technology (Intelligent Detection and Ranging) mimics the human eye focusing only on what matters. 🧠👁 2/ The 1-Kilometer King 👑 While competitors struggle beyond 250m AEyes Apollo and Stratos sensors (1550nm) detect objects up to 1km+ away. For an autonomous truck or a high-speed drone this extra distance equals life-saving reaction time. It's the ultimate "Highway Pilot""
[X Link](https://x.com/the_analyst_24/status/2008214965350789461) 2026-01-05T16:32Z [---] followers, [----] engagements
"@moninvestor Have a look a $lidr https://x.com/i/status/2008214965350789461 The "Human Eye" of Autonomy: Why $LIDR (AEye) is a [----] Gamechanger 🚀 1/ Most LiDAR sensors are "dumb" they scan the world in a rigid fixed grid wasting energy on the sky or empty roads. AEye is different. Their iDAR technology (Intelligent Detection and Ranging) mimics https://x.com/i/status/2008214965350789461 The "Human Eye" of Autonomy: Why $LIDR (AEye) is a [----] Gamechanger 🚀 1/ Most LiDAR sensors are "dumb" they scan the world in a rigid fixed grid wasting energy on the sky or empty roads. AEye is different."
[X Link](https://x.com/the_analyst_24/status/2008398504717164968) 2026-01-06T04:41Z [---] followers, [----] engagements
"Hey followers my first $NEXA call is already up around 50% 🥳🥳 but with silver hitting $80/oz and the Wheaton 'Step-Down' just around the corner this re-rating story is only just beginning. 🚀📈 See my past recommendation for more proof of my recoms. Lets outperform the market together. The story here is just the beginning i did a recheck and sum of the part valuation (Nr. 5). I am more bullish then before. Lets go. 1/7 🚨 Deep Dive: Is Nexa Resources ($NEXA) the most undervalued play in the [----] commodity supercycle 🚨 While the market still labels them as just a "zinc miner" a massive"
[X Link](https://x.com/the_analyst_24/status/2009836322140369098) 2026-01-10T03:54Z [---] followers, [---] engagements
"Scheduled Economic and Speaker Events in European Time. 🗓 Monday January [--] [----] 02:45 CN RatingDog Services PMI (Dec) 16:00 US ISM Manufacturing PMI (Dec) 16:00 US ISM Manufacturing Employment (Dec) 🗓 Tuesday January [--] [----] 08:45 FR Inflation Rate YoY (Preliminary Dec) 08:45 FR Inflation Rate MoM (Preliminary Dec) 14:00 DE Inflation Rate YoY (Preliminary Dec) 14:00 DE Inflation Rate MoM (Preliminary Dec) 14:00 US Fed Barkin Speech 22:30 US API Crude Oil Stock Change (Jan 02) 🗓 Wednesday January [--] [----] 01:30 AU Inflation Rate MoM (Nov) 01:30 AU Inflation Rate YoY (Nov) 08:00 DE Retail Sales"
[X Link](https://x.com/the_analyst_24/status/2010381149047247135) 2026-01-11T15:59Z [---] followers, [--] engagements
"The "Agentic Commerce" Revolution: Why Google $goog vs. Walmart $wmt is the Ultimate Catalyst for Rezolve AI $RZLV - Prepare for a big jump of share price tmr with the big investor day 1/ The retail world just hit a turning point. Google and Walmarts new Gemini partnership confirms: Agentic Commerce is no longer sci-fiits the new industry standard. But while the giants align a massive valuation gap has emerged for the pure-play leader: Rezolve AI. 2/ The Neutral Choice: Every retailer NOT named Walmart is now panicking. Why Because using Googles "native" tools means handing your customer data"
[X Link](https://x.com/the_analyst_24/status/2010553129826431209) 2026-01-12T03:23Z [---] followers, [----] engagements
"The Global Takeover of Rezolve AI ($RZLV) 1/ While the media focuses on Google/Walmart $RZLV is quietly winning the rest of the world. 🌎 The "Agentic Commerce" revolution isn't a pilot program anymoreit's live enterprise-grade and generating massive revenue. 🚀 2/ The $10M Confirmation: Why is Liverpool Mexico (retail giant) paying $9.8M/year for Rezolve Because it works. This isn't just "AI hype"it's a high-ROI engine driving SEO dominance and instant conversions. Real tech = Real contracts. 3/ The India Powerhouse: Reliance Retails AJIO ($2.5B GMV) just renewed and UPGRADED their"
[X Link](https://x.com/the_analyst_24/status/2010558826161021429) 2026-01-12T03:45Z [---] followers, [---] engagements
"The ROI Engine: Why Giants Like Liverpool & AJIO are Betting Millions on Rezolve AI ($RZLV) 1/ Why would a retailer pay $10M/year for AI Its not about the "tech"it's about the Return on Investment (ROI). In the brutal world of retail every 0.1% increase in conversion is worth millions. Rezolve AI isn't an expense; its a revenue generator. 💸 2/ The "Brain Suite" Math:Traditional search is broken. 70% of shoppers leave if they don't find a product in [--] seconds. Rezolve's Impact: Case studies show a 44% increase in conversion rates and a 128% boost in revenue per visitor. For a $1B retailer"
[X Link](https://x.com/the_analyst_24/status/2010558972953337899) 2026-01-12T03:46Z [---] followers, [---] engagements
"The $RZLV Guidance "Reset" is hereand its bigger than anyone expected. 🚀I called the undervaluation yesterday. Today Management didn't just confirm it; they blew the doors off the hinges. While the market was catching up to the Google $goog /Walmart $wmt news Rezolve AI just dropped a bombshell at their Investor Event. 1/ The Numbers: 10x Growth in [--] MonthsRezolve isn't just growing; it's accelerating.2025 Revenue: Guided to $40M (Beating consensus). [----] Revenue: Guided to $350 Million (Nearly 2x the previous market expectation of $170M). [----] Exit Run Rate: Reaffirmed at $500M ARR. Market"
[X Link](https://x.com/the_analyst_24/status/2011082666251292674) 2026-01-13T14:27Z [---] followers, [---] engagements
"@Nelsoninpolitic Yeah agree it's good for diversification and asset allocation. Revenue is the priority right now; governance can wait a bit to be honest.it will come for sure later as also Allianz create a joint venture so i have trust in this company"
[X Link](https://x.com/the_analyst_24/status/2011353373304619383) 2026-01-14T08:23Z [---] followers, [--] engagements
"The "Second Row" AI Winners: Why Siltronic $WAF is the Deep Value Play of [----] and with 3x Upside 1/ Ever feel like youve missed the $NVDA or $ASML boat Look closer at the "Shovel Sellers" of the second row. While the world stares at GPU benchmarks the foundation of the AI revolutionSilicon Wafersis trading at a massive disconnect. Let's talk about Siltronic AG. 2/ The "Paradox of Value": Siltronic just built a state-of-the-art 300mm fab in Singapore ("FabNext") for 2.0B. Current Market Cap 1.7B. You are literally buying the world's most modern wafer plant at a discount and getting the rest"
[X Link](https://x.com/the_analyst_24/status/2011367113391558882) 2026-01-14T09:17Z [---] followers, [---] engagements
"@dividendology Can you provide me the names of the farm land reits Never saw this kind of reits"
[X Link](https://x.com/the_analyst_24/status/2012497916875706558) 2026-01-17T12:11Z [---] followers, [----] engagements
"@jayconway13 I have the feeling that the Republicans lack courage; everyone thinks only on their own position and don't want to rebel against Trump for fear of losing their own job. And Democrats somehow feel as if they are completely weakened from within and without"
[X Link](https://x.com/the_analyst_24/status/2013818535470825965) 2026-01-21T03:38Z [---] followers, [--] engagements
"1/12 🔋 The "Battery Metal" Sleeper of 2026: Why Element [--] $E25.AX is the missing link in the US EV supply chain. While the market obsesses over Lithium Manganese is the quiet giant powering the next gen of batteries. 🧵 #Investing #EV #Manganese #ASX #E25 2/12 💎 The Asset: Butcherbird Australia.E25 owns 100% of Australia's largest onshore manganese resource. 🔹 274M tonnes of ore (recently upgraded). 🔹 Low-cost near-surface mining. 🔹 [----] Focus: Expanding to [---] million tonnes per annum (BBX Project). This is a 20-year strategic fortress. 3/12 🛠 The "Secret Sauce": Why Manganese Its the"
[X Link](https://x.com/the_analyst_24/status/2013823082813964426) 2026-01-21T03:56Z [---] followers, [----] engagements
"🔥 UPDATE: $VNRX The Global Expansion Begins 🔥 1/6 If you followed my last deep dive you are already up 20%+ (Entry $0.26 👉 currently $0.33). But while the market is just starting to wake up yesterdays news proves we are only at the beginning of a massive re-rating. 🚀 2/6 The News: VolitionRx just announced a major expansion of its Nu.Q Vet Cancer test into the worlds biggest markets. ✅ USA: Midwest Veterinary Lab rolling out across ALL [--] states starting Feb '26. ✅ Asia: Partnership with Bioguard (first ISO-certified lab in Taiwan/China). 3/6 The Potential: The Total Addressable Market"
[X Link](https://x.com/the_analyst_24/status/2013826027659919703) 2026-01-21T04:08Z [---] followers, [---] engagements
"It's funny that we're both invested in E25; I only discovered the stock a few days ago. It looks interesting especially with Eric Sprott who represents a certain level of quality. I don't invest in exploration companies where mining operations are still more than two or three years away. I find the analysis and valuation of those difficult. https://twitter.com/i/web/status/2013869259085209870 https://twitter.com/i/web/status/2013869259085209870"
[X Link](https://x.com/the_analyst_24/status/2013869259085209870) 2026-01-21T07:00Z [---] followers, [--] engagements
"Trump at Davos: "No force will be used regarding Greenland." A definitive move to de-escalate tensions and prioritize diplomacy over conflict. Peace of mind for the region. 🕊 #Davos2026 #Greenland #GlobalSecurity"
[X Link](https://x.com/the_analyst_24/status/2013978230714495285) 2026-01-21T14:13Z [---] followers, [---] engagements
"🧵 The IBKR Deep Dive: Why Interactive Brokers is the Best in class 1/ $IBKR just dropped its Q4 [----] results and the numbers are nothing short of a Masterclass in Scalability and Operating Leverage. Ive rarely seen a financial institution operate with this kind of tech-driven efficiency. Here is why its outperforming the market. 👇 2/ The "Headline" Beat: - Adjusted EPS: $0.65 (vs. $0.59 expected) a massive 10% surprise. Net Revenue: $1.67B (Adjusted) up 17% YoY. Pre-tax Margin: A staggering 79%. Think about that: For every $1 of revenue nearly $0.80 is pure profit before taxes. This isn't"
[X Link](https://x.com/the_analyst_24/status/2014315190951792756) 2026-01-22T12:32Z [---] followers, [---] engagements
"🧵 Cyprium Metals $CYM.ax: The Final Piece of the Puzzle is Here 🧩⚒ 1/ Just out: Cyprium Metals has locked in a A$41M Equity Raise at $0.52/sh. 💰 While the market reacts to the discount the real story is what this money UNLOCKS. This is the ultimate "buy the dip" moment before the [----] copper explosion. 🚀 #Copper #ASX 2/ Fully Funded for Nifty: The funds are the fuel for the Phase [--] Cathode Restart. Targeted production: Mid-2026. We aren't talking yearswe are talking months. $CYM is transitioning from a developer to a cash-flow machine. 🏦💨 3/ Copper at $12900/t: 📈 Copper prices are"
[X Link](https://x.com/the_analyst_24/status/2014567252448915864) 2026-01-23T05:13Z [---] followers, [---] engagements
"Ericsson $ERIC Q4 [----] Earnings Alert: The "Software & API Powerhouse" is officially here. 🧵 1/ BREAKING: Ericsson just reported a massive Q4 [----] beat 📈 Net Income: SEK 8.6B (up from 4.9B YoY) Cloud Software: Organic growth at 12% EBITDA margins expanding. Dividend: Raised to SEK [----] BUYBACK: Brand new SEK [--] Billion program announced today 2/ The Valuation Snapshot (Real-Time [----] Metrics): 🔎 The market cap sits at SEK 286B but look at the "Hidden Cash" reality: Market Cap: 286.0B SEK Minus Net Cash: -61.2B SEK Enterprise Value (EV): 224.8B SEK (What you pay for the ops) [----] EBITDA"
[X Link](https://x.com/the_analyst_24/status/2014591764523581807) 2026-01-23T06:51Z [---] followers, [---] engagements
"1/ To understand $ERIC you must look at who is at the table. This isn't just another tech stock; it is the crown jewel of Swedish industry protected by the most sophisticated "Smart Money" in Europe. Let's talk about the Wallenbergs and Vonage. 2/ The Anchor: Investor AB (Wallenberg Family) 🏰 Controlled by the legendary Wallenberg family Investor AB holds 24.5% of the voting power. They are the ultimate long-term "Anchor." They don't trade for quarters; they build for decades. Their presence ensures stability and a relentless focus on R&D leadership. 3/ The Activist Edge: Cevian Capital 💎"
[X Link](https://x.com/the_analyst_24/status/2014601714310246631) 2026-01-23T07:30Z [---] followers, [---] engagements
"5 Real-World Scenarios Driving Ericssons SEK 51B EBITDA Future. 🧵 1/ Understanding "Network APIs" can be tough. But when you see how they solve trillion-dollar industry problems the $ERIC "Software Powerhouse" thesis becomes undeniable. Here are [--] scenarios where Ericssons Vonage platform prints high-margin cash: 2/ Scenario 1: Telemedicine & Remote Surgery 🏥 The Problem: Surgeons need zero-lag for robotic operations. A 5G "best-effort" connection is too risky. The Solution: The hospital uses the Quality on Demand (QoD) API. The network carves out a dedicated ultra-low latency "VIP lane""
[X Link](https://x.com/the_analyst_24/status/2014604231878262844) 2026-01-23T07:40Z [---] followers, [---] engagements
"Stage is set for the most critical earnings week of the year. 🎤 As we look toward [----] forecasts the spotlight is firmly on the Mag [--]. Is the AI spend-cycle accelerating or plateauing CAPEX discipline vs. growth ambition will be the theme of the week. Watch the guidance closely 🔍 $MSFT $AAPL $AMZN $META $TSLA $GOOGL #Earnings #FinTwit #AI #Investing #StockMarket via @eWhispers https://twitter.com/i/web/status/2015295027061403983 https://twitter.com/i/web/status/2015295027061403983"
[X Link](https://x.com/the_analyst_24/status/2015295027061403983) 2026-01-25T05:25Z [---] followers, [---] engagements
"1/3 The Federal Reserve is poised to keep interest rates unchanged this Wednesday defying calls for cuts. With unemployment down and inflation still above target the Fed is choosing a "wait-and-see" approach to evaluate the impact of previous [----] reductions. 🛑🏦 #Fed #InterestRates #Economy 2/3 Independence in the crosshairs: Peer banks in Brazil Canada and Sweden are standing in solidarity with Chair Powell. The meeting comes at a tense moment featuring legal battles over Governor Lisa Cook and administration pressure to slash borrowing costs. ⚖ #JeromePowell #CentralBank #Finance 3/3"
[X Link](https://x.com/the_analyst_24/status/2015308028401398001) 2026-01-25T06:17Z [---] followers, [---] engagements
"🧵 Deep Dive: Montana Aerospace $AERO The [----] Pure-Play Powerhouse ✈ 1/6: The Status Quo Montana Aerospace has officially shed its "conglomerate" skin. By divesting E-Mobility and Energy (ASTA) in late [----] it enters [----] as a lean Aerospace Pure-Play. Guidance 2026: 1.0bn Revenue / 185m EBITDA. Financials: Shifting to a Net Cash Position this year. The "debt story" is over; the "cash machine" story begins. 📈 2/6: Market & Long-Term Growth The Aerospace market isn't about hypeit's about the Backlog. With over [-----] aircraft on order globally $AERO sits on a 7bn+ contracted backlog from $BA"
[X Link](https://x.com/the_analyst_24/status/2015319974127292626) 2026-01-25T07:04Z [---] followers, [---] engagements
"@AntiWokeWar_ Yes inflation should continue to rise. Being well-positioned in hard assets help I prefer stocks and gold mining stocks for that purpose"
[X Link](https://x.com/the_analyst_24/status/2015626390109143126) 2026-01-26T03:22Z [---] followers, [--] engagements
"The Great Hard Asset Reset: Why a 2% Shift Could Change Gold Forever. 🧵 1/ For a decade the world ignored "Hard Money" in favor of digital growth and paper assets. But in [----] we are witnessing a historic "Mean Reversion." The forgotten giantsGold and Silverare reclaiming their throne. 👑 2/ The Stealth Underweight: Despite the recent rally Golds share of global investable assets is still near historic lowsestimated between 0.8% and 1.2%. Compare that to the 1970s when it was 3-5x higher. We are just starting to wake up. 3/ The "2% Scenario": What happens if institutional investors (pensions"
[X Link](https://x.com/the_analyst_24/status/2015741180810776917) 2026-01-26T10:58Z [---] followers, [---] engagements
"🚨 Silver hits $110: The Solar Industrys Breaking Point Is this the Silver Peak Price because Solar demand will decrease soon🚨 Earlier today January [--] [----] silver continues its historic run with spot prices currently hovering around $107.46 per ounce. Just last Friday the metal shattered the psychological $100 barriera move that marks a staggering 141% increase over the last year. While investors are celebrating the solar industry is facing a structural crisis. Are we reaching Peak Silver for PV 🧵👇 1/8 The solar sector is a silver glutton. In [----] Solar Cell manufacturing consumed nearly"
[X Link](https://x.com/the_analyst_24/status/2015801114445357169) 2026-01-26T14:56Z [---] followers, [--] engagements
"🚨 Silver hits $110: The Solar Industrys Breaking Point Is this the Silver Peak Price because Solar demand will decrease soon🚨 Silver continues its historic run with spot prices currently hovering around $110 per ounce. Just last Friday the metal shattered the psychological $100 barriera move that marks a staggering 141% increase over the last year. While investors are celebrating the solar industry is facing a structural crisis. Are we reaching Peak Silver for PV 🧵👇 1/8 The solar sector is a silver glutton. In [----] Solar Cell manufacturing consumed nearly 25% of the total annual global"
[X Link](https://x.com/the_analyst_24/status/2015806881697255922) 2026-01-26T15:19Z [---] followers, [---] engagements
"I totally agreeanalysts are usually late to the Party. Even though many miners have already seen 200% gains they still look undervalued at these prices. This would be especially true when they begin to hedge their production at current levels and also most institutional capital hasn't even rotated into mining stocks yet. https://twitter.com/i/web/status/2016499537167479197 https://twitter.com/i/web/status/2016499537167479197"
[X Link](https://x.com/the_analyst_24/status/2016499537167479197) 2026-01-28T13:12Z [---] followers, [--] engagements
"Novo Nordisk $NOVO The healthcare titan is executing a massive transformation to defend its GLP-1 crown. While [----] was a "reset year" due to US pricing pressure (Competition from $lly Eli Lilly) and a 1.2bn restructuring charge the long-term case for obesity and MASH treatment remains intact. The focus is shifting from "supply-constrained" to "market-expansion." (FY25 Outlook - Update Dec [--] 2025): Key Metrics & Valuation: Adj. EBITDA 2025e: [----] - [----] bn (reflecting transformation costs). Net Debt: [----] bn (post-Catalent integration & scaling). Market Cap: [---] bn FY26 Adj. EBITDA Forecast:"
[X Link](https://x.com/the_analyst_24/status/2003052458873127208) 2025-12-22T10:38Z [---] followers, [---] engagements
"🧵 The Investment Case: Sanlam Limited $SLM [----] Participate in Africa and India with a nice juicy yield and solid insurance Business 1/8 🌍 The Fintech-Insurer Giant: Scaling Africa & India with 4.4% Yield Sanlam is no longer just a traditional insurer. It has evolved into a high-tech financial engine dominating the worlds fastest-growing middle-class markets. A rare combination of solid dividends and aggressive fintech growth. 👇 2/8 🚀 The "India Turbo" has been Ignited By increasing its stakes in Shriram Life (to 68.4%) and Shriram General (51%) Sanlam now fully consolidates these profit"
[X Link](https://x.com/the_analyst_24/status/2010990803879944205) 2026-01-13T08:22Z [---] followers, [---] engagements
"🧵 TOREX GOLD $TXG: A Cash Machine in [----] on the Road to [--] Million Ounces 🚀 1/ The Headline: $TXG is no longer just a mid-tier miner; it is transforming into a diversified senior producer. With Media Luna firing on all cylinders the company is officially a Cash Machine in [----]. But the real story The clear funded roadmap to [--] Million Ounces AuEq. ⚒💎 #Gold #Silver #Copper $TXG 2/ The Valuation Snapshot (Jan [--] 2026): 🔹 Market Cap: $4.93B USD 🔹 Net Debt: $220M (rapidly vanishing with FCF) 🔹 Enterprise Value (EV): $5.15B The market is starting to price in the "Delivery Alpha" of management"
[X Link](https://x.com/the_analyst_24/status/2012371889688387590) 2026-01-17T03:50Z [---] followers, [---] engagements
"1/10 🏨 Deep Dive: Why MHP Hotel AG $CDZ0 is the "Silent Winner" of the current German Hotel Market Shake-up. With the major insolvency of Revo Hospitality (140+ hotels) announced this week the landscape has shifted. Heres the investment thesis. 🧵 #Investing #MHP #Travel 2/10 📊 The Valuation Snapshot (Jan [--] 2026): 🔹 Market Cap: 65.8M (Micro-cap with massive leverage) 🔹 Net Debt: 7M (Significantly reduced via [----] free cash flow) 🔹 Enterprise Value (EV): 73M At an EV of just 73M MHP is valued at a fraction of its replacement cost especially considering its prime locations. 3/10 📉 The"
[X Link](https://x.com/the_analyst_24/status/2013100871446565237) 2026-01-19T04:07Z [---] followers, [---] engagements
"$EVO Evolution AB - The Fallen King of Live Casino 📉👑 Bottom line: Watch from the sidelines until the picture clears. Ignore the Finfluencer "Buy the Dip" noise. 1/ The 2025/2026 data is in and its a tough pill for the "growth at any cost" crowd. Once the ultimate compounder Evolution AB is facing its most significant identity crisis since IPO. Here is why the "Buy the Dip" mantra needs a reality check. #Investing #EVO #Stocks 2/ The Chart Doesnt Lie. 📉 Looking at the technicals $EVO has broken through critical support levels. After peaking weve seen a brutal drop toward the [---] SEK / $65"
[X Link](https://x.com/the_analyst_24/status/2013159484768891202) 2026-01-19T07:59Z [---] followers, [----] engagements
"The "Greenland Deal" is back on the tablebut at what cost Here is my theory on how the Trump negotiations regarding Greenland and the Arctic will actually play out. Its a classic case of short-term "wins" masking a long-term geopolitical disaster. 🧵 [--]. No "Hostile Takeover"First lets be clear: There will be no annexation or "hostile takeover" of Greenland. Despite the rhetoric the internal resistance within the GOP and the U.S. institutional framework is too strong. Sovereignty isnt a real estate flip and the pushback from both Denmark and U.S. lawmakers will prevent the most extreme"
[X Link](https://x.com/the_analyst_24/status/2013462652740346020) 2026-01-20T04:04Z [---] followers, [---] engagements
"🧵 The "Cookieless" Alpha: Why Inuvo $INUV is the AdTech Disruptor to Watch in [----] 🚀 1/ The "Privacy Storm" has arrived. Chromes new user prompts are rendering legacy tracking obsolete. While the industry panics a $42M micro-cap named Inuvo is thriving. Why Because they solved the "Why" behind the buy years ago. 🧠 2/ The Core Advantage: Their patented #IntentKey AI doesn't track who you are (no IDs/Cookies). It uses Generative AI (LLMs) to understand the real-time context and intent of a webpage. It targets the mindset not the person. 🛡 3/ Enterprise Momentum: This isn't just "small"
[X Link](https://x.com/the_analyst_24/status/2014351694474461650) 2026-01-22T14:57Z [---] followers, [----] engagements
"🧵 ASML Q4 Analysis: The AI Supercycle meets Valuation Reality 1/11 $ASML just dropped its Q4 and FY [----] results and the numbers are a "mic drop" for the semiconductor industry. Total Net Sales: 32.7B (FY) Q4 Net Bookings: 13.2B (Crushing consensus) The message is clear: The AI Supercycle isn't just hypeits hitting the order books. 📈 2/11 The Fuel for the AI Fire: The 13.2B bookings figure is a massive signal that the AI infrastructure build-out is accelerating not slowing. This isn't just about Nvidia; it's about the global race for sovereign AI and next-gen silicon. We are seeing a "CapEx"
[X Link](https://x.com/the_analyst_24/status/2016415023300858066) 2026-01-28T07:36Z [---] followers, [---] engagements
"16/20 UPDATE: The Strategic Masterstroke in Nevada 🦅 While the world watches Los Azules Rob McEwen just quietly secured the future of the Gold Bar Complex. $MUX has entered a definitive agreement to acquire Golden Lake Exploration ($GLM). This isn't just a "tack-on"its the final piece of the Nevada puzzle. 🧵17/20 Securing the Trend: Golden Lakes Jewel Ridge project sits directly adjacent to McEwens recent "Windfall" discovery.The Grade: Historic hits of $2.37$ g/t over $67$m at Jewel Ridge vs. $5.55$ g/t over $44$m at Windfall. The Logic: Instead of two companies fighting over one deposit"
[X Link](https://x.com/the_analyst_24/status/2016766154623316103) 2026-01-29T06:51Z [---] followers, [---] engagements
"@0xGL0YALTY_3 Still alot of potential i still hold and wait i have already made some nice gains with it 😊 this will also be a take over target"
[X Link](https://x.com/the_analyst_24/status/2016871625833271748) 2026-01-29T13:50Z [---] followers, [--] engagements
"@0xGL0YALTY_3 Expectations should be met thats what the preliminary numbers looks like.i like also what you mention with insider buys.the valuation looks solid and have more upside then downside will not be a tenbagger but i think will outperform the market for the next years"
[X Link](https://x.com/the_analyst_24/status/2017062997903217014) 2026-01-30T02:31Z [---] followers, [--] engagements
"Another port infrastructure logistics company is being acquired. $qub.ax Qube Holdings Private Equity looking for stable longterm plays. Will be interesting if a shipping company will also join the bidding. Protected downside with the offer and still [--] % left o the bidding price. Conservative investmemt for the next [--] month. #takeover #port #qube #macquarie #pe https://www.cnbc.com/2025/11/24/australia-qube-holdings-shares-jump-macquarie-takeover-deal.html https://www.cnbc.com/2025/11/24/australia-qube-holdings-shares-jump-macquarie-takeover-deal.html"
[X Link](https://x.com/the_analyst_24/status/1992769929947582794) 2025-11-24T01:39Z [---] followers, [--] engagements
"🚀 THREAD: Deep Dive into $SESG.PA SES S.A. Valuation Unlocking the [-----] Fair Value through Core Business & C-Band Payout #SESA #Intelsat #5G #Spectrum #Satellite #FairValue #Investment Part 1: The Core Business (Points 1-4) 1/10 The recently completed SES/Intelsat merger has created a global space connectivity behemoth. To understand the [-----] Fair Value we must first analyze the Core Business Model before looking at the $5B+ C-Band catalyst. 2/10 🛰 The Core Business Model: Connectivity & Media. The merged SES operates a dual-pillar strategy across two orbits (GEO and MEO). The largest"
[X Link](https://x.com/the_analyst_24/status/1995021624903672170) 2025-11-30T06:46Z [---] followers, [--] engagements
"TUI Group $TUI The global leisure giant is back with a record performance and a renewed focus on shareholder returns. The integrated model driven by high-margin 'Holiday Experiences' is accelerating growth while the balance sheet rapidly strengthens. A new dividend policy signals the end of the post-pandemic restructuring phase. (FY25 Results - Sep [--] 2025): Key Metrics & Valuation: Adj. EBIT FY25: [-----] bn (+12.6% ccy growth). Net Debt (IFRS 16): [---] bn Market Cap: [---] bn FY26 Adj. EBIT Forecast: [----] - [----] bn (Growth: 7-10%). Valuation: EV / Adj. EBIT (FY26e) is roughly 3.66x super cheap"
[X Link](https://x.com/the_analyst_24/status/1998673209655181341) 2025-12-10T08:36Z [---] followers, [---] engagements
"2.) $TUI - The Turnaround is Complete 🚀 TUI Group smashed FY25 forecasts with a record Adjusted EBIT of 1.459bn up +12.6% YoY (ccy) surpassing their own upgraded guidance. The stock is a BUY Key Takeaways: Experiences Shine: The 'Holiday Experiences' segment is the powerhouse Hotels (+10% EBIT) Cruises (+29% EBIT) and Musement (+37% EBIT) drove record results leveraging strong customer demand & pricing power. Financial Strength: Net Debt cut by 0.3bn to 1.3bn. Net Leverage ratio dropped significantly from 0.8x to a healthy 0.6x. Balance sheet is solid evidenced by S&P/Moodys rating upgrades."
[X Link](https://x.com/the_analyst_24/status/1998673390677233853) 2025-12-10T08:37Z [---] followers, [---] engagements
"3.) Peer Comparison Reveals Massive Value Disconnect 🤯 TUI's post-pandemic recovery is being grossly overlooked by the market. Comparing the global travel giant to pure-play cruise operators $CCL and $RCL highlights a significant valuation gap that spells opportunity. The Valuation Snapshot (EV/EBITDA TTM/FY25e): $TUI: 4.0x $CCL (Carnival): 8.5x $RCL (Royal Caribbean): 13.8x Sector Average: 10.0x Why the Discount Historically TUI's complex debt structure and the post-Covid capital raises led to a heavy discount. But the fundamentals have drastically shifted: ✅ Record Profit & Growth: FY25"
[X Link](https://x.com/the_analyst_24/status/1998674187179745491) 2025-12-10T08:40Z [---] followers, [---] engagements
"4.) TUI Group $TUI The Hidden Asset Moat: Why TUI's Integrated Model is Priceless in the Age of Inflation. 🏰 Forget the low P/E ratio for a momentTUI possesses a deep economic moat rooted in its Hotels & Resorts ownership structure that competitors cannot easily breach. This is critical for long-term value. [--]. Irreplaceable Prime Locations: TUIs portfolio includes prime often beach-front locations secured years ago. As coastal real estate becomes scarcer and building regulations tighten these highly desirable assets (owned or JV e.g. RIU Robinson) are virtually irreplaceable. The best spots"
[X Link](https://x.com/the_analyst_24/status/1998674940501901378) 2025-12-10T08:43Z [---] followers, [---] engagements
"⚡ NRG ENERGY: THE AI POWER PLAY & THE $12B CAPEX BET ⚡ $NRG is fundamentally transforming itself into an AI-era powerhouse uniquely positioned to capitalize on surging US electricity demand. The AI boom requires massive power and NRG is an undisputed winner focusing on high-demand markets like PJM & ERCOT where prices are climbing. Massive Capacity Leap: NRG is doubling down on supply. The acquisition of [--] gas-fired power plants (13 GW) and the C&I Virtual Power Plant (VPP) platform CPower from LS Power (a $12B cash-and-stock deal) will nearly double NRG's generation capacity to [--] GW. This"
[X Link](https://x.com/the_analyst_24/status/1998961806161686848) 2025-12-11T03:43Z [---] followers, [--] engagements
"The "Hims & Hers" Playbook is Repeating: Why Rezolve AI $RZLV is the High-Conviction Trade of [----] and has so many similarities with $HIMS in the past. 1/ Many investors missed the 600%+ run on $HIMS because they listened to short sellers in [----] instead of looking at the underlying engine. Today Im seeing a "Glitch in the Matrix." Rezolve AI $RZLV is tracking the exact same trajectorybut with even more explosive fuel. 🚀 2/ The Growth Parallel: In [----] Hims & Hers was the "disruptor" growing at 94%. People called it a fad. Fast forward to Rezolve today: We are looking at a staggering 426%"
[X Link](https://x.com/the_analyst_24/status/2011272992006050074) 2026-01-14T03:03Z [---] followers, [---] engagements
"1/12 🧬 The "Viagra of Hair Loss" Why Cosmo Pharmaceuticals $COPN is the ultimate asymmetric bet in Biotech right now. With breakthrough Phase III data and a pristine balance sheet $COPN is preparing to disrupt a $20B+ global market. Heres the Deep Dive. 🧵 #Biotech #Investing #Breezula #COPN 2/12 🚀 The Breakthrough: Breezula (Clascoterone 5%) In Dec [----] Cosmo dropped massive Phase III topline results for male pattern baldness (AGA). The study (1465 patients) hit all co-primary endpoints with high statistical significance: ✅ SCALP 1: 539% relative improvement vs. placebo. ✅ SCALP 2: 168%"
[X Link](https://x.com/the_analyst_24/status/2013170666850377905) 2026-01-19T08:44Z [---] followers, [----] engagements
"1/10 An undervalued turnaround play for [----] = $TRIP Tripadvisor Inc🌍 While the market remains obsessed with Googles AI search threat Tripadvisor has quietly transformed into an "Experiences" powerhouse. The current valuation is a mathematical anomaly. Lets break it down. 🧵👇 2/10 The Valuation Disconnect: As of Jan [--] [----] $TRIP trades at approx. $13.20/share with a Market Cap of $1.55B. With over $1.2B in cash and $1.17B in debt we are looking at an Enterprise Value (EV) of nearly $1.5B. 📉 3/10 The Profit Engine: My [----] Adj. EBITDA forecast stands at $435M+ fueled by: ✅ $85M in"
[X Link](https://x.com/the_analyst_24/status/2015822374365737290) 2026-01-26T16:21Z [---] followers, [---] engagements
"1/6 Can they actually deliver 🏗 $TRIP Tripadvisor Inc A turnaround is only as good as the team behind it. Lets talk about Matt Goldberg & the $TRIP leadership. This isn't just a cost-cutting story; its a "Media-to-Marketplace" transformation. But do they have the right hands on the wheel 🧵👇 2/6 The CEO: Matt Goldberg 👨💼 Goldberg (ex-Trade Desk News Corp Lonely Planet) was hired in [----] specifically for his background in digital media & M&A. ✅ Success: He stopped the bleeding in the "Brand Tripadvisor" segment and successfully pivoted the narrative toward Viator. ❌ Miss: The "Tripadvisor"
[X Link](https://x.com/the_analyst_24/status/2015823267412717888) 2026-01-26T16:24Z [---] followers, [---] engagements
"@ahsansoorani Thank you. Oh thats great so Viator should really benefit from it.will be very interesting to see the getyourguide IPO.i can not imagine expedia or uber will wait that long to take stakes in $trip.it is to cheap to ignore"
[X Link](https://x.com/the_analyst_24/status/2016042271737528677) 2026-01-27T06:55Z [---] followers, [--] engagements
"🧵 The Precious Metals Reset: Why Its Time to Keep a Cool Head 1/ Recent days have seen a sharp pullback in Gold and Silver prices. While red numbers on the screen can be unsettling it is crucial to separate short-term price action from the long-term thesis. Now is the time to stay calm and zoom out. 👇 2/ The Big Picture: Trends Remain IntactDespite the recent volatility the primary bull market remains firmly in place. We are seeing a classic "shakeout." Central bank demand remains at historic highs and the structural driversglobal debt and geopolitical shiftshaven't changed. 3/ Context is"
[X Link](https://x.com/the_analyst_24/status/2017799417496281314) 2026-02-01T03:17Z [---] followers, [---] engagements
"@Braining123 Yeah patience is the key for longterm success.only when the trend and sentiment will turn you can think about to exit in Gold silver copper etc.but this i dont see at all.so HODL the metalls"
[X Link](https://x.com/the_analyst_24/status/2017863033260056940) 2026-02-01T07:30Z [---] followers, [--] engagements
"@jayconway13 Do you mean Hecla Mining Mostly i prefer companys with Market cap smaller then [--] Bio $ that there is a higher chance of take over bid"
[X Link](https://x.com/the_analyst_24/status/2017982416963731615) 2026-02-01T15:24Z [---] followers, [--] engagements
"THE GERMAN INVASION: Why the US Grocery Landscape is hitting a massive structural Tipping Point (2024-2028) 1/ A Thread on why $KR $ADRNY and regional US grocers are entering a "Death Zone" while the German Discounter Duopoly is rewriting the American playbook. 🧵👇 2/ For those unfamiliar with the "German Model" we need to talk about three names that are about to become your neighbors: Aldi Sd Aldi Nord and Lidl. Here is the breakdown of the giants coming for Walmart's lunch: Aldi Sd (operating as "ALDI" in the US): The efficiency king. Famous for the "Quarter-Deposit" carts and"
[X Link](https://x.com/the_analyst_24/status/2018473793300369589) 2026-02-02T23:57Z [---] followers, [--] engagements
"$TNIE Tonies SE The "Nespresso for Kids" is Scaling into a Global Giant 🧸📈 1/8 The Beat is Real. Tonies SE $TNIE just dropped preliminary FY [----] results and the numbers are a masterclass in execution. Revenue: 630M (+31% YoY / +36% cc) Adj. EBITDA: 53.5M (8.5% margin upper end of guidance) The US is now the #1 market (276M). This isn't just a toy company; its a global audio platform. 🧵👇 2/8 The US Engine & DACH Resilience Critics thought the home market (DACH) was saturated. Wrong. It accelerated to 16% growth in [----]. Meanwhile North America is on fire (+40% cc). The launch of the"
[X Link](https://x.com/the_analyst_24/status/2019315523071463648) 2026-02-05T07:41Z [---] followers, [---] engagements
"Tonies $TNIE partnership network not just as a "list of brands" but as a strategic Moat (competitive advantage). They have effectively built the "App Store of the Nursery." Here is the breakdown of the tonies partnership ecosystem in English: [--]. The "Global Blockbuster" Pillar (IP Powerhouse) These partnerships ensure that the Toniebox is an immediate "must-have" when entering new markets like the US or Asia. Disney $DIS / Marvel / Star Wars: The cornerstone of the portfolio. With the recent [----] contract extension theyve secured a pipeline of 50+ new figures. From Frozen to The Avengers this"
[X Link](https://x.com/the_analyst_24/status/2019316383805317417) 2026-02-05T07:45Z [---] followers, [---] engagements
"⚡ Strategic Analysis: The AI Power Surge & The rsted "Fallen Angel" Recovery 1/ The AI Power Hunger: The most significant structural shift in [----] is the AI-Energy Nexus. Big Techs Capex (Microsoft $MSFT Amazon $AMZN Google $GOOG Meta $META) is hitting an estimated $700B+ this year. Their data centers are hungry for "firm" (reliable) carbon-free power. While this lifts the entire sector it highlights the difference between stable providers and turnaround stories. 2/ The rsted Context: 📉 The Anatomy of the Drop: Why rsted Fell 70%+ To understand the [----] outlook we must look at the scars."
[X Link](https://x.com/anyuser/status/2020411416625471714) 2026-02-08T08:16Z [---] followers, [---] engagements
"$SARO StandardAero Inc posted solid earnings report. Marketcap [---] Bio. $ EV: [----] Bio. $ Adj. EBITDA: [---] Mio. $ Not so cheap but you have to pay a higher price for stable business. They focus on maintenance for aircraft engines & components across commercial & military"
[X Link](https://x.com/the_analyst_24/status/1988234165012361433) 2025-11-11T13:15Z [---] followers, [---] engagements
"🧵 The Deoleo $OLE Turnaround: Market Cap: [--] Mio EV: [---] Mio EBITDA 2026: [--] Mio EBITDA 2028: [--] Mio Why [----] is the "Showtime" Year 🫒🚀 1/ After a brutal 2-year drought crisis the worlds #1 olive oil player (Bertolli Carbonell) is emerging as a lean cash-generating machine. CVC Capital Partners has spent [----] "cleaning the kitchen" for a massive [----] exit. The Re-Rating Case: From [----] to a Fair Value of [----] 👇 2/ The Macro Tailwind: [----] harvests hit 1.4M tons in Spain (+60% YoY). Prices are cooling from 9/kg peaks to a "sweet spot" of 5.50/kg. Deoleo is keeping retail prices sticky"
[X Link](https://x.com/the_analyst_24/status/2008776230565183949) 2026-01-07T05:42Z [---] followers, [----] engagements
"🧵 The $TBLD Tinybuild Inflection: From "Survival" to "Sovereignty" 🚀 A Deep-Value Indie Powerhouse Trading at a 'Broken' Valuation Before its [----] Breakout. Getting a Top-Tier AA Pipeline for Free while the Back-Catalogue Prints Cash 1/ The Narrative Shift. The market is still treating @tinyBuild as a struggling indie publisher. But the data from [----] tells a different story. We are witnessing a "Triple Threat" recovery: Operational efficiency critical acclaim for new IPs and a monstrous [----] pipeline. 2/ The [----] "Quality Signal." While everyone waits for the big hitters tinyBuilds 2025"
[X Link](https://x.com/the_analyst_24/status/2013474181523108130) 2026-01-20T04:50Z [---] followers, [----] engagements
"13/17 UPDATE: The "Mother of All Deals" hits India Just as $OLE enters its "Showtime" year the macro landscape shifted. On Jan [--] [----] the EU and India finalized a landmark Free Trade Agreement. For the worlds #1 olive oil player this isn't just newsits a turbocharger for the [----] EBITDA targets. 🧵 14/17 The 45% Barrier Crumbles: 📉 India has long been a "fortress" market with a prohibitive 45% tariff on olive oil. The Deal: Tariffs will drop from 45% to 0% over the next [--] years. The Impact: Olive oil is moving from an "elite luxury" to a "middle-class staple" in the world's most populous"
[X Link](https://x.com/the_analyst_24/status/2016774658503434539) 2026-01-29T07:25Z [---] followers, [---] engagements
"$CCK Crown Holdings a nice stable play.a leading supplier of packing solutions. Market Cap: [---] Bio. $ EV: [---] Bio. $ TTM Adjusted EBITDA: [--] Bio. $ EV/EBITDA: [--] Not so cheap but good Risk/Reward with downside protection"
[X Link](https://x.com/the_analyst_24/status/1987763086275875091) 2025-11-10T06:03Z [---] followers, [---] engagements
"$RLX RLX Technology Inc. is a leading global e-vapor company growing faster then the #vaping market and to cheap to ignore. Market Cap. $2.8 Bio. Net Cash $2.1 Bio. EV $0.7 Bio. Revenue growth yoy: 49% Net Income 2025: $ [---] Mio. USD/RMB: [--] #RLX #cash #smoking"
[X Link](https://x.com/the_analyst_24/status/1990276597082136635) 2025-11-17T04:31Z [---] followers, [---] engagements
"$ALV.DE Allianz SE - A solid quarter for Allianz. Every portfolio needs compounders like this. Market cap: [---] Bio. Operating Profit Target: minimum [--] Bio. Allianz is a global financial services powerhouse focused on risk management. They operate two main engines: P&C Insurance: Collecting premiums to cover risks (e.g. car home liability) and investing that money. Life/Health Insurance & Asset Management: Selling long-term protection (pensions life policies) and managing third-party funds for stable fee-based revenue. Goal: Underwrite risks profitably grow investment assets and generate"
[X Link](https://x.com/the_analyst_24/status/1991372932656828891) 2025-11-20T05:07Z [---] followers, [---] engagements
"📉 Asset Management & High Yield: Die LAIQON Wandelanleihe im Check (DE000A351P38) Wer auf den Turnaround beim WealthTech-Pionier LAIQON setzt findet im Wandler (A351P3) ein spannendes Instrument. Zwischen 7% Kupon und starken Ankeraktionren. 🧵👇 [--] Die harten Fakten Zins (Kupon): 700% p.a. ein klares Wort im aktuellen Marktumfeld. Laufzeit: Bis Mai [----]. Wandlungspreis: [----] (Initial). Rendite: Da der Kurs aktuell unter Par notiert (ca. 86-88%) winkt eine Effektivrendite von 14% p.a. [--] Warum das Risiko begrenzt scheint: Die Shareholder Base 🛡Das wichtigste Sicherheitsnetz ist hier die"
[X Link](https://x.com/the_analyst_24/status/2009545141564944550) 2026-01-09T08:37Z [---] followers, [---] engagements
"Akamai $AKAM shares are rallying after a Morgan Stanley upgrade Going in the right direction and made a small chart breakout 🥳 Shares made some nice gains since my last posting and now slowly the analyst getting more and more positive. Akamai Technologies $AKAM was upgraded by investment analysts at Morgan Stanley from an "underweight" rating to an "overweight" rating in a research report issued to clients and investors on Monday Marketbeat Ratings reports. The firm currently has a $115.00 target price on the technology infrastructure company's stock up from their previous target price of"
[X Link](https://x.com/anyuser/status/2010739329250034121) 2026-01-12T15:43Z [---] followers, [---] engagements
"1/15 🧵 The Sleeping Giant of the Copper-Gold Revolution: Why $MUX (McEwen Mining) is the ultimate "Sum-of-the-Parts" play for [----]. 🚀 We are witnessing a historic convergence: Record Gold prices meet a structural Copper deficit. At the center of it all Rob McEwens $MUX. Lets dive into the numbers. 👇 2/15 The "Gold Fuel": As of Jan [--] [----] Gold is testing historic highs ($4800/oz). While many juniors struggle with costs $MUX is hitting its stride. With the Stock Mine (Fox Complex) coming online mid-2026 production is set to double by [----]. 3/15 The EBITDA Engine: My [----] forecast A massive"
[X Link](https://x.com/anyuser/status/2014318651432992837) 2026-01-22T12:46Z [---] followers, [----] engagements
"KuyaSilver (CSE: $KUYA) marks a major milestone Kuya has signed an LOI to acquire the Camila Plant in Peru. This move to vertical integration is a game-changer for their financial profile: 💰 Eliminates toll-milling costs Massive boost to operating margins. 📈 Scalable Growth Plans to expand capacity to [---] tpd by year-end. 🔍 Full Control Optimized metallurgical recovery & operational flexibility. 🛡 De-risking No more dependency on third-party schedules. Accelerating cash flow in a strong silver market 🥈🚀 #Silver #Mining #Peru #Investment #ValueGrowth #SilverStacking #NewsRelease Kuya"
[X Link](https://x.com/the_analyst_24/status/2016392537272156387) 2026-01-28T06:06Z [---] followers, [---] engagements
"8/ UPDATE: The Inflection is happening NOW. The Feb [----] Trading Update just dropped and confirms the thesis: $TBLD is officially exiting the "trough." Revenue: Trading "slightly ahead" of expectations. EBITDA: Positive in H2 [----] (The turnaround is real). Cash: $4M (Beating forecasts). The market is waking upshares are already reacting. 📈 9/ Validating the "Quality Signal" 🎮 Its not just talk. Recent hits like The King is Watching and Of Ash and Steel are delivering "ahead of expectations." Crucially the back-catalogue is holding firm. This stable cash floor is what funds the 2026"
[X Link](https://x.com/the_analyst_24/status/2019632841366343841) 2026-02-06T04:42Z [---] followers, [---] engagements
"The "New" Eldorado Gold: A $3 Billion EBITDA Monster in the Making The merger between Eldorado Gold $EGO and Foran Mining $Fom.to is a textbook case of "Perfect Timing" meeting "Hard Assets." Ive crunched the numbers from the latest merger presentation and current [----] spot prices. Heres why the "New Eldorado" is an absolute powerhouse. [--] The Strategic Merger Details 🤝 This isn't just an acquisition; its a portfolio transformation. The Deal: An all-share transaction where $EGO acquires Foran Mining integrating the world-class McIlvenna Bay project in Saskatchewan. Ownership Split:"
[X Link](https://x.com/the_analyst_24/status/2020019995594424468) 2026-02-07T06:21Z [---] followers, [---] engagements
"The Kyndryl $KD Crash An Accounting Disaster or the "Deep Value" Trade of the Decade 1/ The Bloodbath: $KD shares collapsed 50% today hitting an all-time low of $10.74. The headlines are terrifying: CFO resigns immediately delayed 10-Q SEC investigation and admitted "Material Weaknesses." Most investors are running for the exits. But smart money is asking: Is this a fatal blow or a massive mispricing of an IT giant Lets dig in. 👇 2/ The Panic Signal (The "Why"):The market hates uncertainty. CFO Exit: David Wyshner leaving during an accounting probe is a textbook "Red Flag." SEC Probe:"
[X Link](https://x.com/anyuser/status/2020878806148648998) 2026-02-09T15:13Z [---] followers, 13.3K engagements
"Nexa Resources $NEXA Deep Dive: The 2026-2028 Transformation 1/11: 🏆Since my last update on $NEXA followers who got in early have already banked 100% returns. But heres the kicker: we are just getting started. This stock still has massive gas in the tank and Im dedicated to bringing my followers even more high-conviction alpha like this. Lets break down why the next leg up is imminent. 2/11: The [----] Foundation Nexa confirmed they hit all [----] targets: 316kt Zinc 33kt Copper and 11MMoz Silver. A key highlight was the Mining C1 cash cost which ended 48% below guidance due to operational"
[X Link](https://x.com/anyuser/status/2021511170860237246) 2026-02-11T09:06Z [---] followers, [---] engagements
"Why Royalty Pharma $RPRX is the "Banker of Biotech" (and why the market misprices it). 1/10 🧬 The Model: Funding not Farming Most pharma investors bet on "science experiments." $RPRX bets on contracts. They don't mix chemicals. They acquire royalty interests in late-stage or approved drugs. Manufacturing Outsourced to Big Pharma. Sales Force Paid for by Big Pharma. Legal Liability Mostly sits with the marketer. $RPRX is a high-margin financing vehicle disguised as a healthcare stock. 🏦💊 2/10 📉 Correction: The "Zero Risk" Myth Some bulls claim "Zero R&D Risk." This is false. While $RPRX"
[X Link](https://x.com/anyuser/status/2021614813567447176) 2026-02-11T15:58Z [---] followers, [---] engagements
"The $GRAB Earnings Confirmation: Ignore the After-Hours NoiseFocus on the Fundamentals. 1/ Do not be distracted by the 4% after-hours dip. The market is reacting to a minor revenue miss but the "Signal" is deafening: @grabsg has officially shifted from a growth experiment to a Cash-Flow Compounder. We are witnessing the birth of a Southeast Asian monopoly with an exploding Fintech Engine. 2/ Revenue: Quality over Quantity 🚀 Q4 Revenue grew 19% YoY to $906M. While slightly below top-tier analyst estimates the composition of this revenue is what matters. It is high-margin ecosystem-driven and"
[X Link](https://x.com/anyuser/status/2021794789784793372) 2026-02-12T03:53Z [---] followers, [---] engagements
"The $GRAB x Stash Masterstroke: How a $425M Acquisition Just Rewrote the Global FinTech Playbook. 🌏🚀 1/ First lets talk about Stash. For those outside the US: Stash is a pioneering FinTech that democratized investing. Its a "Subscription + Micro-Investing" app that allows users to buy Fractional Shares of stocks and ETFs with as little as $0.01. Its not just a broker; its a financial mentor that automates saving and investing for over [--] million people. 2/ Yesterdays news of @grabsg acquiring Stash Financial isnt just an "expansion"it is a tectonic shift. Grab is no longer just buying"
[X Link](https://x.com/anyuser/status/2021797338969448722) 2026-02-12T04:03Z [---] followers, [----] engagements
"The Bull is Smoking: $BATS [----] Full-Year Results just dropped 1/ British American Tobacco just dropped their Preliminary Results for FY [----]. The takeaway is clear: The transition from a "legacy cigarette company" to a "high-margin nicotine tech player" is accelerating. 🚀 Lets dive into the numbers. #BAT #Investing #Stocks #Dividends 2/ The Financials 📊 Revenue is up 2.1% (constant currency) to 25.6bn. While the world smokes fewer cigarettes (-2% volume) BAT is winning through Pricing Power and New Categories. Adjusted Operating Margin: 44.0% (Elite-level profitability). Operating Cash"
[X Link](https://x.com/anyuser/status/2021851645110616415) 2026-02-12T07:39Z [---] followers, [---] engagements
"🚨 $AKAM: The Giant is Waking Up. Is a Triple-Digit Explosion Next 🚀 The Edge-Cloud sector just got hit by a dual lightning bolt and the signals are undeniable. If you missed the first two runs from Cloudflare $NET and Fastly $FSLY pay close attention to Akamai $AKAM before Feb [--]. The Setup: [--] Cloudflare $NET set the stage: Reported a massive 34% revenue growth and smashed records with a $42.5M/year annual contractthe largest in its history. [--] Fastly $FSLY ignited the rocket: Skyrocketed +70% after proving that even the smaller players are now printing cash with 23% growth and record 64%"
[X Link](https://x.com/anyuser/status/2022163512232227009) 2026-02-13T04:18Z [---] followers, [---] engagements
"$IHS IHS Holding Limited - Great overlooked smallcap in a growing market nice results.they are a Telecom Infrastructure TowerCo Market cap: [---] Bio. $ EV: [---] Bio. $ (exclude Leasing) EBITDA 25: [--] Bio. $ Revenue growth: 8% yoy Guidance is raised.data volumen increase.Business will Profit from it. The company is a leading towerco focused on emerging markets. It builds owns and manages shared telecom infrastructure generating revenue by leasing space on its towers to Mobile Network Operators (MNOs) via long-term contracts. This approach drives efficiency and expands connectivity. 📶🌍 #IHS"
[X Link](https://x.com/the_analyst_24/status/1988588949124878717) 2025-11-12T12:45Z [---] followers, [--] engagements
"$WDH Waterdrop Inc. Perhaps the cheapest insurtech in the world even with its growth rates. Chinese small caps remain unpopular but in the medium to long term the share price usually adjusts to the valuation. (Q3/2025): Market Cap: US$ [---] mm Cash: US$ [---] mm EV: US$ [---] mm Profit before Tax Q3/2025: US$ [--] mm Forecast for [----] EBT: US$ [--] mm EV/EBT 2025: [---] -- crazy cheap Revenue Growth Q3/2025: 38.4% Waterdrop Inc. ($WDH) is a leading China-based InsurTech & health platform. 💧 Its model centers on two main areas: Insurance Marketplace: Brokerage for various health/life insurance products"
[X Link](https://x.com/the_analyst_24/status/1998044725123981725) 2025-12-08T14:59Z [---] followers, [---] engagements
"Waterdrop Inc. $WDH Q3 [----] Earnings Wrap-Up: Robust Growth & AI Focus 🚀 Waterdrop announced strong Q3 [----] results marking its 15th consecutive quarter of profitability The focus remains on leveraging AI to drive efficiency across its InsurTech and healthcare platform. Key Financial Highlights (Official USD Figures): Total Net Revenue: $136.9 million (RMB 974.9M) up +38.4% YoY. Operating Profit: $16.0 million (RMB 113.8M) soaring +329.8% YoY. Net Profit: $22.3 million (RMB 158.5M) a solid +60.1% YoY increase. Strategic & Operational Successes: Insurance Business: Revenue from this core"
[X Link](https://x.com/the_analyst_24/status/1998044850999177293) 2025-12-08T14:59Z [---] followers, [---] engagements
"$wdh waterdrop inc. Share Buy Backs are running here every year. They have so many cash the buy back will continue. #buyback #shares"
[X Link](https://x.com/the_analyst_24/status/1998048705715532119) 2025-12-08T15:15Z [---] followers, [---] engagements
"The AI Infrastructure Super-Cycle: Why Pure Storage $PSTG is the Smart Money Play Following the SanDisk $SNDK Explosion 🧵 1/ If youve been watching the market youve seen SanDisk $SNDK explode. Why Because the world is facing a massive NAND flash shortage. AI data centers are devouring storage. But heres the alpha: SanDisk sells the "bricks" while Pure Storage $PSTG builds the "fortress." 🧱🏰 2/ The SanDisk Signal:The surge in $SNDK is driven by a severe supply crunch and skyrocketing flash prices (+38% projected for 2026). While this benefits raw chipmakers its a massive tailwind for Pure"
[X Link](https://x.com/the_analyst_24/status/2011275817150792131) 2026-01-14T03:14Z [---] followers, [----] engagements
"@TenbaggerAktien Puh schon mal in Asien gewesen 😅 Asien und insbesondere Thailand ist deutlich sicherer als Deutschland.aber auf jeden Fall erstmal nen schnen Urlaub 🥳"
[X Link](https://x.com/the_analyst_24/status/2018744254487818496) 2026-02-03T17:51Z [---] followers, [----] engagements
"Mota-Engil ($EGL): The Infrastructure Giant Wall Street is Missing 🏗💎 While the market was distracted by the January volatility a massive value gap has opened up in the European infrastructure space. Im looking at Mota-Engil SGPS $EGL.LS. Here is why the "Building 2030" trajectory makes this a high-conviction play. 🧵 [--] The Valuation Snapshot (Feb 2026) The market is currently pricing $EGL like a struggling construction firm ignoring its transformation into a high-margin infrastructure operator. Stock Price: $4.85 (4.52) Market Cap: $1.52B (1.41B) Net Debt: $1.86B (1.73B) Enterprise Value"
[X Link](https://x.com/anyuser/status/2020774682858066350) 2026-02-09T08:20Z [---] followers, [---] engagements
"Deine Bewertung fokussierend auf den free Cash Flow ist aber auch nicht so perfekt.finde wichtiger den operativen Cashflow fr die Bewertung heran zuziehen.da durch die Investitionen wie momentan in Rechenzentren neue ROI Multiple entstehen und sich so der Cash Flow noch vervielfltigt.alphabet investiert so viel weil sie sonst die Nachfrage nicht bedienen knnen fr die KI Dienste.davon trumen die meisten companys"
[X Link](https://x.com/the_analyst_24/status/2020830514610098287) 2026-02-09T12:01Z [---] followers, [---] engagements
"@GothamResearch Great one thanks.i did a small follow up tweet about the valuation and situation: https://x.com/the_analyst_24/status/2020878806148648998s=20 The Kyndryl $KD Crash An Accounting Disaster or the "Deep Value" Trade of the Decade 1/ The Bloodbath: $KD shares collapsed 50% today hitting an all-time low of $10.74. The headlines are terrifying: CFO resigns immediately delayed 10-Q SEC investigation and admitted https://t.co/bp73kbYoC1 https://x.com/the_analyst_24/status/2020878806148648998s=20 The Kyndryl $KD Crash An Accounting Disaster or the "Deep Value" Trade of the Decade 1/"
[X Link](https://x.com/the_analyst_24/status/2020883098255430121) 2026-02-09T15:30Z [---] followers, [----] engagements
"@optionsmaster69 oh good points.so then the sidelines are much better then to be invested in this area.same with most of SAAS Companys.lets wait for the bottom"
[X Link](https://x.com/the_analyst_24/status/2021120529969881385) 2026-02-10T07:14Z [---] followers, [--] engagements
"ams OSRAM: THE PHOTONICS REBOUND - Earnings release today After years of restructuring $AMS has finally delivered a "clean" Q4 [----]. The insolvency thesis is dead but the road to tech-champion status is still being paved. Here is the deep-dive. 🧵👇 [--] Q4/25 Results: Delivering on Promises ams OSRAM beat market expectations this morning. Revenue: 874M (strong finish in Automotive). Margins: Adj. EBITDA margin rose to 18.4% proof that cost-cutting is finally filtering through to the bottom line. Cash Flow: 144M Free Cash Flow in FY25. The era of massive cash burn is officially over. [--] 📊"
[X Link](https://x.com/anyuser/status/2021141997176983952) 2026-02-10T08:39Z [---] followers, [---] engagements
"Oh be careful. there could be extreme swings in both directions when the audit findings come out: Long thesis: No changes in the numbers; only changes in internal controls and adjusted free cash flow - factoring (which is Non-GAAP). Short thesis: The audit report will show findings within the actual numbers. I expect massive volatility in the range of 3050%"
[X Link](https://x.com/the_analyst_24/status/2021424062908727668) 2026-02-11T03:20Z [---] followers, [---] engagements
"@ACapitalLP The business model is solid even in the age of AI. Such a significant separation from IBM especially with the entire ERP system is a huge challenge. I think the company is well-positioned. Now we just have to wait for the audit report"
[X Link](https://x.com/the_analyst_24/status/2021424966051430560) 2026-02-11T03:24Z [---] followers, [--] engagements
"$MAT vs. $TNIE: A Tale of Two Toy Worlds The Dinosaur vs. The Platform 🧵 1/11 The Brutal Reality Check. While Tonies $TNIE is accelerating Mattel $MAT just hit a brick wall. Yesterdays Q4 results weren't just a miss; they were a systemic warning. $MAT Stock: -30% (Post-earnings collapse) $MAT Q4 EPS: $0.39 (vs. $0.54 expected) The Vibe: Old School manufacturing meets a high-cost "IP Pivot" that's currently bleeding cash. 2/11 Why Mattel is "Old School" 🦖 Mattel is still trapped in the "Hits & Hype" cycle. Barbie Hangover: Without a $1.4B movie every year the doll segment is flatlining."
[X Link](https://x.com/anyuser/status/2021492671152603497) 2026-02-11T07:53Z [---] followers, [---] engagements
"1/ ⚒ $BTG B2Gold Corp: The Cheapest Large-Cap Gold Miner on the Market With gold hitting record highs ($4500+) B2Gold is transitioning from a high-yield producer to a massive cash-flow powerhouse. I have crunched the numbers on their EBITDA trajectory through [----]. 🧵👇 2/ The Valuation Snapshot (Jan 2026): Market Cap: $6.1B Net Debt: $438M (funding the final Goose ramp-up) Enterprise Value (EV): $6.5B The market is finally waking up to the massive shift in $BTGs production profile. 📈 3/ EBITDA Forecast (Estimated @ current spot prices): 2025: $1.3B (The "Goose" launch year) 2026: $2.9B -"
[X Link](https://x.com/the_analyst_24/status/2010589883904246182) 2026-01-12T05:49Z [---] followers, [----] engagements
"1/ ⚒ $BTG Asset Deep-Dive: A Portfolio of High-Margin Machines. B2Golds current valuation doesn't reflect the operational quality. Here is the breakdown of the 1M+ oz annual production engine: 🧵👇 2/ Goose Mine (Backbone of the Future)The newly commissioned project in Nunavut Canada is the crown jewel. 2026e Production: [------] oz 2027e Production: Scaling to [------] oz AISC Target: $1150/oz (Life-of-mine estimate) Status: Commercial production reached in late 2025; now ramping up high-grade underground operations. 3/ Fekola Complex (The Cash Cow)The primary driver of group cash flow in Mali"
[X Link](https://x.com/the_analyst_24/status/2010590559556219150) 2026-01-12T05:51Z [---] followers, [----] engagements
"@NFL_FantasyNews @B2GoldCorp @kinrossgold There will no big switch i guess.2 different kind of Investors.most funds will not buy in in B2Gold because of the mali country risk.the one who bought will keep their shares for the longterm gain and potential"
[X Link](https://x.com/the_analyst_24/status/2012116591920693729) 2026-01-16T10:55Z [---] followers, [---] engagements
"The "Scandinavian Arbitrage": Stora Enso Oyj $STERV.HE - good inflation hedge Securing 1.4M Hectares of Forest for Free by [----] 🌲💎 We are looking at a "Value Unlock" in Stora Enso that essentially hands you one of the worlds largest private forest holdings for $0. Here is the breakdown of the [----] Spin-Off opportunity: [--]. The "Free Forest" Math 🧮 Forest Assets: 1.4M hectares (Sweden/Finland). Land prices in Sweden/Finland are holding steady at 6k9k/hectare. Fair Value: 9.5B - 10B. Current Market Cap: 10.5B. The Arbitrage: Buy the company today - The market assigns almost zero value to the"
[X Link](https://x.com/the_analyst_24/status/2015685287653912635) 2026-01-26T07:16Z [---] followers, [--] engagements
"1/10 Deep Dive the Humble Group AB $HUMBLE = Sustainable Healthy Growing Ambitious Scalable Is the "Swedish Nestle" finally ready for its prime-time breakout After a massive M&A spree Humble Group AB $HUMBLE is pivoting from growth-at-all-costs to a lean cash-generating machine. [----] is the "Year of Efficiency." A thread. 🧵 2/10 The Fundamentals: Humble just reported Q3 [----] results with a solid 10% organic growth reaching 8.08B SEK in revenue. But the real story isn't just the top lineit's the 80M SEK efficiency program kicking in right now. Margins are finally expanding. 📈 Market Cap:"
[X Link](https://x.com/anyuser/status/2015706941868343427) 2026-01-26T08:42Z [---] followers, [---] engagements
"The $GRAB Consolidation: From Cash-Burn to Southeast Asias Digital Monopoly 🧵👇 1/ The narrative on @grabsg is shifting faster than the market realizes. We are witnessing the birth of a "Cash-Flow Fortress." While the world focused on user growth Grab focused on the Unit Economics of Dominance. 2/ The "Ground Truth" Signal: 🌏 Field reports from Thailand and Vietnam are clear: Mobility coupons have virtually vanished. Food delivery incentives are drying up. The Result Users are staying. This is the "Hook Phase"Grab has become a daily utility and price elasticity is proving to be incredibly"
[X Link](https://x.com/anyuser/status/2018713333873213741) 2026-02-03T15:48Z [---] followers, [----] engagements
"AMCOR $AMCR: The Packaging Giant Awakens with a juicy dividend yield of 5.9% Post-merger with Berry Global Amcor isn't just a packaging company anymoreits a global cash-flow fortress. After yesterdays Q2 earnings the thesis is clearer than ever. Here is the deep dive into why $AMCR is the [----] compounding play you cant ignore. 🧵👇 1/ The Numbers (Fresh from Q2 2026) Amcor beat expectations with an Adj. EPS of $0.86 (vs $0.84 est.). Revenue jumped 68% YoY to $5.45B as the Berry integration hits the books. The market is reacting: stock is up +2% today hovering around $44.65. 2/ The "Reverse"
[X Link](https://x.com/the_analyst_24/status/2018902032120414367) 2026-02-04T04:18Z [---] followers, [---] engagements
"1/12: The Upwork Post-Earnings Deep Dive Yesterday's $UPWK Q4 earnings report was a classic "Beat and Bleed" scenario. While headlines showed a beat on Top & Bottom line the stock took a -20% hit AH. Is the market overreacting or is AI-disruption finally showing its teeth Let's break it down. 2/12: The Good The Bad & The Ugly 📊 The Good: Revenue hit $198.4M (4% YoY beat). Adjusted EBITDA at $52.9M (27% margin). The Bad: Q1 [----] Guidance missed big. Revenue $192-197M vs $201M expected. The Ugly: Active Clients down 6% YoY. The platform is shrinking while trying to grow. 3/12: The Management"
[X Link](https://x.com/anyuser/status/2021074271519617408) 2026-02-10T04:10Z [---] followers, [---] engagements
"@optionsmaster69 Good addition it will be interesting to see what Fiver's earnings are like whether it's just a problem for Upwork or a general industry trend"
[X Link](https://x.com/the_analyst_24/status/2021083208675475519) 2026-02-10T04:46Z [---] followers, [--] engagements
"Kyndryls Opportunity: Kyndryl has a more modern cloud-agnostic approach with its Kyndryl Bridge platform. It has successfully captured the "Consulting" side of AI showing double-digit growth in services that help legacy clients migrate to AI-ready infrastructures. DXCs Challenge: DXC is more focused on internal efficiency and specific SaaS niches (like Insurance). It remains at risk of AI cannibalizing its traditional outsourcing revenue where automated systems might replace human-managed IT services. Opportunity for Kyndryl: If the current accounting irregularities (the reason for the 50%"
[X Link](https://x.com/the_analyst_24/status/2021426486058811807) 2026-02-11T03:30Z [---] followers, [---] engagements
"Yes good point bcs under the Sarbanes-Oxley Act (SOX) public companies must maintain rigorous internal controls over financial reporting. While the CFO builds the numbers the GC is responsible for the framework of compliance. Kyndryl admitted to "material weaknesses." This suggests that the legal and compliance infrastructure failed to catch or prevent accounting irregularities. If the GC cannot guarantee that the company's internal "policing" is working they lose the confidence of the Board and the regulators. In a positive scenario only the Adjusted Free Cash Flow is incorrect and this is"
[X Link](https://x.com/the_analyst_24/status/2021593897781387286) 2026-02-11T14:35Z [---] followers, [---] engagements
"@plan0815 Also ich finde beide Postings noch in meiner Timeline 😅 wobei ich von Rezolve weiterhin berzeugt bin und Trip super gnstig ist aber der Markt die Aktie nicht mag.habe Trip mit Verlust verkauft.in Rezolve bleibe ich investiert"
[X Link](https://x.com/the_analyst_24/status/2022340496014889151) 2026-02-13T16:02Z [---] followers, [--] engagements
"1/15 🧵 The Sleeping Giant of the Copper-Gold Revolution: Why $MUX (McEwen Mining) is the ultimate "Sum-of-the-Parts" play for [----]. 🚀 We are witnessing a historic convergence: Record Gold prices meet a structural Copper deficit. At the center of it all Rob McEwens $MUX. Lets dive into the numbers. 👇 2/15 The "Gold Fuel": As of Jan [--] [----] Gold is testing historic highs ($4800/oz). While many juniors struggle with costs $MUX is hitting its stride. With the Stock Mine (Fox Complex) coming online mid-2026 production is set to double by [----]. 3/15 The EBITDA Engine: My [----] forecast A massive"
[X Link](https://x.com/anyuser/status/2014318651432992837) 2026-01-22T12:46Z [---] followers, [----] engagements
"Humble Group Q4 & Full-Year [----] 🍬📈 The numbers are out and it's time to adjust the model. Humble Group $HUMBLE.ST is transitioning from an M&A machine into an operational powerhouse. Here is the reality check for [----]. 🧵 1/ The [----] Reality Check Net Sales (FY 2025): [----] MSEK (Up +5% YoY). Q4 Sales: [----] MSEK (+1% reported but +6% organic growth offset by -4% currency headwinds). The Takeaway: Growth has normalized. The "hyper-growth" era is over replaced by a focus on sustainable organic scaling. 2/ Profitability & The Pivot Adj. EBITA (FY 2025): [---] MSEK (Margin: 6.9%). Bottom Line:"
[X Link](https://x.com/anyuser/status/2022208867430699213) 2026-02-13T07:18Z [---] followers, [---] engagements
"1/10 Deep Dive the Humble Group AB $HUMBLE = Sustainable Healthy Growing Ambitious Scalable Is the "Swedish Nestle" finally ready for its prime-time breakout After a massive M&A spree Humble Group AB $HUMBLE is pivoting from growth-at-all-costs to a lean cash-generating machine. [----] is the "Year of Efficiency." A thread. 🧵 2/10 The Fundamentals: Humble just reported Q3 [----] results with a solid 10% organic growth reaching 8.08B SEK in revenue. But the real story isn't just the top lineit's the 80M SEK efficiency program kicking in right now. Margins are finally expanding. 📈 Market Cap:"
[X Link](https://x.com/anyuser/status/2015706941868343427) 2026-01-26T08:42Z [---] followers, [---] engagements
"🚨 $AKAM: The Giant is Waking Up. Is a Triple-Digit Explosion Next 🚀 The Edge-Cloud sector just got hit by a dual lightning bolt and the signals are undeniable. If you missed the first two runs from Cloudflare $NET and Fastly $FSLY pay close attention to Akamai $AKAM before Feb [--]. The Setup: [--] Cloudflare $NET set the stage: Reported a massive 34% revenue growth and smashed records with a $42.5M/year annual contractthe largest in its history. [--] Fastly $FSLY ignited the rocket: Skyrocketed +70% after proving that even the smaller players are now printing cash with 23% growth and record 64%"
[X Link](https://x.com/anyuser/status/2022163512232227009) 2026-02-13T04:18Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@the_analyst_24 The Analyst
The Analyst posts on X about market cap, market, ai, silver the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +277%
- [--] Month [------] +113%
Mentions: [--] #
- [--] Week [--] +57%
- [--] Month [---] +75%
Followers: [---] #
- [--] Week [---] +30%
- [--] Month [---] +125%
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks technology brands cryptocurrencies countries currencies exchanges travel destinations automotive brands social networks
Social topic influence market cap #877, market, ai, silver, investment, growth, in the, stocks, we are, inflation
Top accounts mentioned or mentioned by @grabsg @optionsmaster69 @jayconway13 @grok @realtimhack @jackprandelli @0xgl0yalty3 @theanalyst24 @thehumbleco @humblegroupab @plan0815 @theapeofgoldst @eric85050 @thehealthb0t @jessecoheninv @jonerlichman @chitchatstocks @comminvest @ekwufinance @moninvestor
Top assets mentioned Nexa (NEXA) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Grab Holdings Limited Class A Ordinary Shares (GRAB) Akamai Technologies, Inc. (AKAM) Toko Token (TKO) Metadium (META) Morgan Stanley (MS) Walmart, Inc. (WMT) Oracle Corporation (ORCL) British American Tobacco (BTI) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN)
Top Social Posts
Top posts by engagements in the last [--] hours
"$AKAM Akamai Technologies Inc. delivered a solid quarter. I like this stock because the market has no expectations. The risk/reward profile is attractive. While it is not a high-growth stock it demonstrates solid revenue growth with an attractive valuation which makes it a favorable long-term play for the next few years. Market Cap: [--] Billionen EV: [--] bn. Q3 2025: Rev: [----] bn. (up 5% year-over-year) Non GAAP EPS: [---] (up 17% year-over-year) Adjusted EBITDA was $458 million (8% increase from third quarter 2024) Forecast valuation: 2026: Adj. EBITDA [--] bn. EV/EBITDA: [--] Which makes it"
X Link 2025-11-07T04:26Z [--] followers, [--] engagements
"$Grindr Solid earnings report with a [--] % revenue growth. With the buy out offer from the founder who already owns 60% still nice upside: https://www.forbes.com/sites/jonathanburgos/2025/10/24/grindr-shares-soar-as-majority-shareholders-buyout-offer-values-dating-app-at-35-billion/ https://www.forbes.com/sites/jonathanburgos/2025/10/24/grindr-shares-soar-as-majority-shareholders-buyout-offer-values-dating-app-at-35-billion/"
X Link 2025-11-07T04:30Z [--] followers, [--] engagements
"$INPST Inpost S.A. with solid quartaly results. Market cap: [--] Bn. EV: [--] Bn. (exclude Leasing with [--] Bn. ) Adjusted EBITDA TTM: [--] Bn. Looks not so cheap.but the company is growing [--] % this quarter in revenue.organic revenue growth of around [--] %"
X Link 2025-11-08T08:20Z [---] followers, [---] engagements
"1.) InPost's business model is a logistics game-changer: 📦 APM Network: A vast network of 24/7 parcel lockers (APMs) in convenient locations. 💰 Cost-Effective: Lowers delivery costs vs. home delivery. 🌎 Sustainable: Reduces courier miles & CO2 emissions. 🏆 Customer First: Drives high loyalty & satisfaction. #InPost #BusinessModel"
X Link 2025-11-08T08:22Z [--] followers, [--] engagements
"Cyprium Metals Limited is an australian copper redeveloper of brownfield copper assets in Western Australia to become a near-term producer. High Risk but also cheap valuation compare with other copper producer. Market Cap: [---] Mio $ EBITDA 26: 45-60 Mio $ http://CYM.AX http://CYM.AX"
X Link 2025-11-09T07:06Z [--] followers, [--] engagements
"$AIOT PowerFleet Inc. with an excellent quarter. Market Cap: [---] Mio. $ EV: [---] Mio. $ TTM adjusted EBITDA: [--] Mio. $ FY26 EBITDA Forecast: [---] Mio. $ (YoY Growth: [--] %) Big Total Adressable Market with a lot of potential. They focus on focused on AIoT (Artificial Intelligence of Things) solutions for mobile asset management primarily generating recurring revenue from subscriptions to its software platform"
X Link 2025-11-10T14:15Z [--] followers, [---] engagements
"1.) Including also unorganic growth looks excellent with [--] % of revenue growth"
X Link 2025-11-10T14:17Z [--] followers, [--] engagements
"3.) And 10% Shares are shorted potential for covering in the next days and weeks.but mostly i like the product and the TAM. The global telematics market in which Powerfleet is a top-tier player is valued in the tens of billions of dollars annually and is projected for sustained double-digit growth. In summary while the absolute TAM (all connected vehicles) is in the hundreds of millions of units and hundreds of billions of dollars Powerfleets Serviceable Available Market (SAM) is the high-value recurring SaaS revenue opportunity within the top-tier global enterprise AIoT fleet management space"
X Link 2025-11-10T14:22Z [--] followers, [---] engagements
"4.) Some competition come from: $IOT; $VZ; $ITRN Powerfleet's Competitive Edge# #AIoT 🚀 They don't just track assetsthey unify operations. Advantage: Unity Platform: True device-agnostic #SaaS. They combine data from any hardware (our own third-party or OEM) into a single intelligent pane of glass. No vendor lock-in Prescriptive AI: They use advanced AI to move beyond tracking to prevent incidents & optimize operations across complex fleets globally. Comprehensive Portfolio: The broadest range of rugged and enterprise-grade hardware including leading #FleetSafety AI video. #Logistics"
X Link 2025-11-10T14:27Z [--] followers, [---] engagements
"$NBIS Nebius Group N.V. - the market reacts positive on the earnings report as a super growth stock hard to value i bought early and i regret i sold way to early. Market cap: [--]. Bio. $ Revenue: [---] Mio. $ Revenue Growth: 355% YoY - good one #AI #KI #Datacenter #Data"
X Link 2025-11-11T13:25Z [--] followers, [---] engagements
"$KSB KSB SE & Co KGaA earnings in line with stable business model ""Razor & Razorblade" Market Cap: [----] Bio. EV: [----] Bio. EBITDA [--] FC (mine): [---] Bio. They could raise the guidance but i like their conservative approach. German quality: underpromise--overdeliver"
X Link 2025-11-12T03:50Z [--] followers, [--] engagements
"1.) KSB SE's business model is a "Razor & Razorblade" approach: 🔧Selling high-quality pumps & valves (the "razor") globally for industries like water energy and chemicals. Crucially they generate high-margin recurring revenue from extensive after-sales services (the "razorblades") like maintenance repairs and spare parts via KSB SupremeServ. #IndustrialTech #Engineering #KSB #BusinessModel"
X Link 2025-11-12T03:51Z [--] followers, [--] engagements
"2.) Valuation still super cheap: Market Cap: [----] Bio. EV: [----] Bio. EBITDA [--] FC (mine): [---] Mio. EBIT [--] FC (mine): [---] Mio. EV/EBITDA: [--] Growing with around [--] % the next years.deserve a rerating with possible more then the [---] % price increase. #fundamental #StockMarket"
X Link 2025-11-12T03:55Z [--] followers, [--] engagements
"3.) KSB is powering the global nuclear renaissance ⚛ With a strong legacy in the nuclear industry KSB is seeing significant growth securing major orders for critical pumps and valves. Their expertise is now focused on developing specialized components for Small Modular Reactors (SMRs) positioning them for the next generation of safe reliable and CO2-free energy. #NuclearEnergy #SMR #CleanEnergy #nuclear #atom #atomic"
X Link 2025-11-12T03:56Z [--] followers, [--] engagements
"$dlo DLocal another great quarter with growth for DLocal. One of the only fintech company with super high growth Valuation still cheap for this growth. Market cap: [---] Bio. $ Ev: [---] Bio. $ Revenue: [---] Mio. $ / [--] % yoy Growth Adjusted EBITDA: [--] Mio. $ / 37% yoy Growth $Fi Fiserv Have a look their quarter Was much better then yours. DLocal's business model is all about being the bridge for cross-border payments They simplify the complexity of connecting global merchants (like Uber or Microsoft) with consumers in 🌍 emerging markets (LatAm Africa Asia). Revenue: Primarily from transaction"
X Link 2025-11-12T21:16Z [--] followers, [---] engagements
"The shutdown is now ending. I think the markets will remain somewhat cautious until the weekend. The House has approved an agreement in the budget dispute; only Trump has to agree which is considered a certainty. The longest government shutdown in US history is coming to an end but it could take days and in some cases a week or more before normal operations resume. Economic data releases were canceled or delayed and more importantly no new statistics on prices and jobs were collected leaving policymakers with a data gap that could distort forecasts for months. #data #shutdownend"
X Link 2025-11-13T03:26Z [--] followers, [--] engagements
"$RDCM RADCOM Ltd. Another interesting smallcap from #Israel on nasdaq with solid earnings.nice niche play in telecom sector.growing demand is coming from growing data. Marketcap: [---] Mio. $ with Net Cash of [---] Mio. $ EV: [---] Mio. $ Revenue: [----] Mio $ / 16.2% year-over-year growth GAAP net income: $3.5 million Non-GAAP net income: $4.9 million / [--] % year-over-year growth [----] Non-GAAP net income: $ [---] million EV/Non-GAAP net income = [--] and still growing nicely More things to come.nice customer wins they announced also. $RDCM operates on a subscription-based software (SaaS) model providing"
X Link 2025-11-13T03:41Z [--] followers, [---] engagements
"This will be an interesting week for trading. Following last week's minor sell-off due to the suspension of a possible interest rate cut #interest. $NVDA will publish its quarterly figures on Wednesday and these will then be the focus of attention. Further increases in gold and metal prices are also possible as there have been no answers yet to the rising levels of government debt. #debt"
X Link 2025-11-17T03:40Z [--] followers, [--] engagements
"$RLX RLX Technology Inc. is a leading global e-vapor company growing faster then the #vaping market and to cheap to ignore. Market Cap. $2.8 Bio. Net Cash $2.1 Bio. EV $0.7 Bio. Revenue growth yoy: 49% Net Income: $ [---] Mio. USD/RMB: [--] #RLX #cash #smoking"
X Link 2025-11-17T03:52Z [--] followers, [--] engagements
"$nvda Nvidia This was a good quarter.so i think the market will end the correction and we will see a nice year-end rally. #ai #datacenter #bullmarket https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-third-quarter-fiscal-2026 https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-third-quarter-fiscal-2026"
X Link 2025-11-20T00:37Z [--] followers, [--] engagements
"$CAE Cae Inc. Found an interesting company and defense play. Market Cap: [---] $Bio. EV: [----] $Bio. TTM Adjusted EBITDA: [---] $Bio Backlog supports growth. CAE Inc. is a global leader in civil aviation defense and healthcare simulation & training. ✈ Key Revenue: Selling full-flight simulators (high-margin hardware) and providing recurring long-term training services (pilot & technician training) under multi-year contracts. Focus is on safety efficiency and preparedness. #Aviation #Simulation #Training https://twitter.com/i/web/status/1991393828792856888"
X Link 2025-11-20T06:31Z [---] followers, [--] engagements
"$NVDA earnings beat expectations and gave an optimistic outlook initially easing fears of an #AI bubble 📈 Global markets rallied but the relief was short-lived. $NVDA stock and major US indices like the $NASDAQ are now seeing volatility as macro concerns and questions about AI's long-term sustainability resurface. The tug-of-war continues. #StockMarket #Nvidia #TechStocks"
X Link 2025-11-21T05:00Z [--] followers, [--] engagements
"Today's Trade: Its not about $NVDA anymore. The market is back to balancing two forces: 1) The Reality of AI Demand (proven by earnings) vs. 2) Macro Headwinds (elevated rates inflation outlook). We expect choppy action. Tech may try to rebound but the broader index trend is dictated by the Fed narrative. High volatility likely. #WallStreet #Markets #TechStocks"
X Link 2025-11-21T05:02Z [--] followers, [--] engagements
"$WMT Walmart CFO John David Rainey warns the affordability crisis is getting worse especially for lower-income consumers. 📉 Key points: -Growing gap between high- & low-income shoppers. -Consumers prioritize food/essentials over discretionary spending. -Walmart gaining market share as shoppers trade down for lower prices. #Walmart #Economy #Inflation #Retail https://finance.yahoo.com/news/walmart-cfo-warns-affordability-crisis-is-getting-worse-181210420.html https://finance.yahoo.com/news/walmart-cfo-warns-affordability-crisis-is-getting-worse-181210420.html"
X Link 2025-11-21T05:08Z [--] followers, [--] engagements
"$ORCL Oracle #bonds look very attractive. They offer a coupon of 6% #interest and run until beyond [----]. Oracle is funding massive Cloud/AI infrastructure (like for OpenAI) with billions in new debt. Market concerns: -Debt-to-EBITDA ratio surging. -Heavy Capex causing negative Free Cash Flow. -Risk to its Investment Grade rating. #ORCL #FixedIncome #Cloud #AI #Bonds"
X Link 2025-11-21T05:14Z [--] followers, [---] engagements
"1.) Oracle's business model has shifted heavily to the Cloud ☁ -Core: Selling Database tech and Enterprise Software (ERP HCM). -Growth: Subscription revenue from Oracle Cloud Infrastructure (OCI) and SaaS applications. -Strategy: Recurring revenue industry-specific solutions & AI-infused services. #Oracle #Cloud #OCI #SaaS #EnterpriseTech"
X Link 2025-11-21T05:15Z [--] followers, [--] engagements
"2.) Key Concerns Driving the Bond Sell-off: Massive Increase in Debt (High Leverage): Oracle is taking on billions of dollars in new debt to fund its Oracle Cloud Infrastructure (OCI) and AI deals such as the major contracts with companies like OpenAI. Its total debt has risen well above $100 billion in recent periods.The crucial Debt-to-EBITDA ratio (debt relative to earnings) is projected to climb toward $4$x or higher which is significantly higher than its Big Tech peers (like Microsoft or Amazon) and strains its Investment Grade credit rating (currently Baa2/BBB). #rating #debt"
X Link 2025-11-21T05:16Z [--] followers, [--] engagements
"4.) Future Uncertainty of AI Bets: While the AI contracts promise massive future revenue investors are concerned about the profitability and timeline for these returns. There is risk that if a few major AI partners underperform or if the rapid technological obsolescence of data center equipment (depreciation) is underestimated Oracle's ability to service its growing debt could be compromised. #openai #risk"
X Link 2025-11-21T05:17Z [--] followers, [--] engagements
"5.) The market is overlooking Oracle's deep "moat." 🏰 Their core database and enterprise applications are mission-critical & deeply integrated with client operations. This creates massive switching costs and predictable recurring revenuea huge positive for bondholders despite the short-term debt spike. #Oracle #Moat #EnterpriseTech"
X Link 2025-11-21T05:18Z [--] followers, [--] engagements
"6.) Is Oracle's debt-fueled spending risky Yes but it's investing in future cash flow. 💡 The massive OCI expansion and AI deals (like OpenAI) secure highly profitable multi-year subscription contracts. Once the heavy Capex phase slows down the recurring subscription revenue will rapidly boost Free Cash Flow. Short-term pain for long-term gain. #ORCL #Cloud #AI"
X Link 2025-11-21T05:18Z [--] followers, [--] engagements
"7.) While leverage is up remember Oracle's history of strong cash generation and debt repayment after major acquisitions (like Sun Microsystems). Their Investment Grade rating is based on decades of business stability. The current debt increase is strategic and manageable given the high growth in their cloud segments. They aren't going anywhere. #FixedIncome #Investing #OracleBonds"
X Link 2025-11-21T05:19Z [--] followers, [--] engagements
"Wall Street concluded the trading week on Friday with a broadly mixed and subdued session marked primarily by minor profit-taking following a period of strong recent gains. Index Performance Review Major indices struggled to find upward momentum ending the session marginally lower as investors exercised caution ahead of the low-volume Thanksgiving holiday week. The S&P [---] $SPX edged down by approximately 0.1% failing to hold early session gains. The Nasdaq Composite $IXIC home to tech giants closed slightly weaker registering a loss of around 0.2% indicative of the minor pressure on"
X Link 2025-11-22T06:35Z [--] followers, [--] engagements
"$goog Alphabet inc. Gemini is the new state of the art AI.i like the stock.Buffet as well. Optimism about the company's positioning in AI looked to be lifting the stock today with Google's newest model Gemini [--] winning support in Silicon Valley. Salesforce $CRM CEO Marc Benioff said in a Sunday social media post that "It feels like the world just changed again" about his first hours using #Gemini [--] after using OpenAI's ChatGPT for years"
X Link 2025-11-24T23:55Z [--] followers, [---] engagements
"Another reason for the rise of the stock. Google parent Alphabet $GOOGL reportedly is in talks with Meta Platforms $Meta and others to let them use its Tensor AI chips expanding its Nvidia $NVDA rivalry. Google and AI chip partner Broadcom $AVGO rose late. Nvidia stock and Advanced Micro Devices $AMD fell. https://www.investors.com/news/technology/google-in-talks-ai-chips-meta-nvidia-amd/ https://www.investors.com/news/technology/google-in-talks-ai-chips-meta-nvidia-amd/"
X Link 2025-11-25T00:54Z [--] followers, [---] engagements
"You want to invest in the oil and gas sector. I have something better than #Shell $Shel and $BP. Take a look at Orlen SA $PKN.WA Currency is Polish zloty. EUR/PLN: [---] Market cap: [---] B.PLN / around [--] Billionen EURO EBITDA 2025: [--] B.PLN / around [---] Billionen EURO Dividend Yield: 6% This company is cash flow generating monster.and still cheaper then the other companies. Orlen SA is a vertically integrated energy giant. Their model spans upstream (E&P) midstream (refining/petrochemicals) and downstream (fuel stations). They are a regional leader focusing on energy transition including"
X Link 2025-11-25T06:17Z [--] followers, [---] engagements
"Silver Market Short Squeeze: The Perfect Storm ⛈ Extreme Supply/Demand Imbalance: #Silver is facing a structural deficit driven by declining mine production and soaring industrial demand particularly from the booming Green Energy Sector (solar panels EVs). Physical vaults are depleting in key hubs like London. The Paper vs. Physical Disconnect: There's a massive disparity between the amount of "paper" silver contracts (futures ETFs) and the available physical metal. Estimates suggest paper claims far exceed physical stocks creating an overleveraged market ripe for a panic. Massive Short"
X Link 2025-11-26T02:25Z [--] followers, [---] engagements
"Look at the Gold-to-Silver Ratio (GSR).The GSR is currently 80:1. Historically this means silver is massively undervalued relative to gold (long-term average is $50:1 to 60:1).This extreme ratio is the fuel for silver's leveraged rally. #SilverSqueeze #GSR #PreciousMetals In every major bull run (like 2009-2011) the GSR collapses (it dropped from 80:1 to 32:1 then). This happens because silver's smaller market and dual industrial/monetary demand cause its price to outperform Gold by a significant multiple (2x or 3x). The current high ratio guarantees investors will switch from gold to silver"
X Link 2025-11-26T02:27Z [--] followers, [---] engagements
"2.) Forget speculation. Silver's price floor is being raised by structural industrial demandthe true fuel for the #SilverSqueeze. The market faces its 5th consecutive annual supply deficit. Mine supply is stagnant (most silver is a byproduct) while industrial demand is near record highs. Above-ground physical stocks are depleting. Simple math: Supply Demand. #Commodities The Photovoltaic (Solar) sector is the #1 industrial driver. Silver is the most conductive metal essential for solar cells.PV demand is surging (193.5 Moz in [----] expected to grow).Each EV uses $sim$25-50 grams of silver (2x"
X Link 2025-11-26T02:28Z [--] followers, [---] engagements
"The moment Hedge Funds flip from being net short or neutral to aggressively Net Long on Silver the dynamic changes from a Short Squeeze (a quick spike) to a Sustained Institutional Rally. Hedge Funds are the price drivers in commodities. Their entry validates the fundamental story (structural deficits Green Energy demand) and provides the massive capital needed for the breakout. #Silver #HedgeFunds #Investment Short Squeeze: Forced buying by 'Commercials' (banks) covering their short positionsreactive & violent. Hedge Fund Buying: Opportunistic buying by 'Managed Money' (Hedge Funds/CTAs)"
X Link 2025-11-26T02:30Z [--] followers, [--] engagements
"🚨 Critical Day for Silver Markets 🚨 Today marks a pivotal moment for the December #Silver contract (COMEX). As we move into the delivery period all eyes are on the "Delivery Notices." Why does this matter right now 👇 Its all about the physical demand. #Commodities #PreciousMetals"
X Link 2025-11-28T06:19Z [--] followers, [---] engagements
"Everyone is watching Silver $SI but nobody is talking about its volatile little sister: Zinc $ZN. 🥈🔩 While Silver gets the "monetary" headlines Zinc is quietly setting up a similar supply-crunch scenario. Here is why Zinc might be the ultimate catch-up trade to Silver. 🧵👇"
X Link 2025-11-28T15:41Z [---] followers, [--] engagements
"1.) The "Green" Connection 🌱 We know Silver is essential for Solar PV. But you can't build solar farms or wind turbines without galvanized steel. That is where Zinc comes in. If the #Silver bull case is built on the "Green Transition" Zinc is the structural backbone of that same trade. They are fundamentally linked. #solar #greenenergy #steel #transition"
X Link 2025-11-28T15:42Z [--] followers, [--] engagements
"2.) Follow the Smart Money 🧠 Recent COT reports & LME data show a shift. Hedge funds (Managed Money) have maintained net-long positions on both metals. Why Silver: Rate cut anticipation shortage breakout. Zinc: Betting on a "soft landing" & Chinese stimulus. Institutional flows are positioning for an industrial revival not a recession"
X Link 2025-11-28T15:43Z [--] followers, [--] engagements
"3.) The Squeeze Potential 📉 Silver is famous for its squeezes but Zincs inventory situation is arguably tighter. LME stocks have hovered near critical lows recently. When liquidity is low and funds are Net Long any supply shock causes explosive upside moves. Zinc is historically one of the most volatile metalshigh risk high reward. #squeeze #liquidity"
X Link 2025-11-28T15:44Z [--] followers, [--] engagements
"4.) Think of Zinc as "Silver with higher Beta" but without the safe-haven premium. Silver just breakout watch for capital to rotate into Zinc to start a breakout also as the lagging industrial play. The little sister often runs faster once she gets going. 🚀 #Commodities #Silver #Zinc #Investing #Macro"
X Link 2025-11-28T15:45Z [--] followers, [--] engagements
"🚨 DEEP DIVE: Google's TPUv7 "Ironwood" is poised to reshape the AI hardware landscape. A SemiAnalysis report claims $GOOGL's custom chips offer a massive cost advantage over $NVDA's Blackwell. Its not just about peak specs; its about system efficiency. [--] 30-50% Lower Cost per PFLOP: The TPUv7 delivers a much higher real Model-FLOP utilization than Nvidia's solutions. This full-stack efficiency means Google can offer AI compute at 30-50% lower TCO (Total Cost of Ownership) for LLM training and inference. [--] The Full-Stack Advantage: Google's strength is designing the TPUs the network fabric"
X Link 2025-11-28T15:53Z [--] followers, [---] engagements
"#Silver $KUYA.CN $kuya You think most of the silver stocks run to much and are to expensiv. Here is a nice one which is still very undervalued. Market cap: [--] Mio. Dollar Operating Breakeven: This quarter Q4/2025 2026/2027: Annual free cash flow [--] Mio. Dollar $KUYA's Bethania Silver Mine is ramping up production Targeting Commercial Production in Q4 [----] at an initial [---] tpd. The big goal: scaling to [---] tpd in [----] to unlock $20M+ in annual Free Cash Flow/EBITDA. Silver is shining ⛏💰 Kuya Silver focuses on high-grade silver production and exploration primarily driven by the Bethania Mine"
X Link 2025-11-29T06:01Z [--] followers, [---] engagements
"1.) $KUYA is executing a phased ramp-up at its high-grade Bethania Silver Mine (Peru) while advancing the Silver Kings Project (Canada) for long-term growth. The Production Roadmap (Bethania Mine): Phase [--] - Stabilization (2025 Focus): The mine aims for stable production of [---] tonnes per day (tpd) by Q3 [----] with Commercial Production targeted for Q4 [----]. This transitions Bethania into a consistent cash generator. Phase [--] - Expansion (2026 Target): Scaling the operation to [---] tpd in [----] is the crucial step to unlock $20M+ in annual Free Cash Flow/EBITDA (based on internal projections)."
X Link 2025-11-29T06:04Z [--] followers, [---] engagements
"2.) The Exploration Upside (Silver Kings Project): Meanwhile aggressive exploration continues at the Silver Kings Project in Ontario Canada home to the district-scale Campbell-Crawford discovery. This project provides blue-sky potential for resource expansion and is key to Kuya's long-term value creation. Kuya is transitioning from developer to producer leveraging current cash flow from Bethania to fund future growth at both assets. #SilverMining #BethaniaMine #SilverKings #MiningStocks #PreciousMetals"
X Link 2025-11-29T06:05Z [--] followers, [--] engagements
"3.) 🚀 Kuya Silver: A Financial Model for Silver Growth 💰$KUYA's valuation hinges on the Bethania Mine ramp-up: Financial Model Target: Achieve $20M+ in annual Free Cash Flow/EBITDA post-Phase [--] expansion (targeting [---] tpd in 2026). Valuation Upside: This potential cash flow suggests a significant valuation increase from today's market cap (currently $65M CAD). Analysts currently forecast a 12-month average price target of C$2.00 C$2.15 implying 300%+ upside from current trading levels. The transition from developer to producer offers substantial re-rating potential. #SilverStocks"
X Link 2025-11-29T06:06Z [--] followers, [---] engagements
"@TheApeOfGoldST Have a look at $Kuya Silver.still a lot of potential as they start to produce this quarter"
X Link 2025-11-29T15:41Z [--] followers, [---] engagements
"$NEXA I've found an opportunity for a cheap #commodity investment and good #inflation protection with a mining stock. Nexa Resources S.A. Market Cap: US$ [---] mm Net Dept: US$ [----] mm EV: US$ [-----] mm Adjusted EBITDA Q3/2025: US$ [---] mm My forecast for [----] minimum: US$ [---] mm EV/EBITDA 2026: [--] ⛏ Nexa Resources S.A.'s business model is an integrated approach: Mining: Extracts key metals (mainly #zinc #copper #lead #silver) from polymetallic mines primarily in Brazil and Peru. #Smelting: Processes the mined ore into refined metals (zinc ingots copper cathodes). Sales: Supplies these refined"
X Link 2025-11-30T04:13Z [---] followers, 10K engagements
"2.) 🧵 NEXA's Silver Story: Beyond Zinc Nexa Resources (NEXA) is a global top [--] zinc producer but don't overlook their significant silver potential The company's polymetallic mines in Peru & Brazil are major by-product sources making them a key player in the silver supply chain. 🥈⛏ Focus on Aripuan: A Silver Growth Engine The brand-new Aripuan polymetallic mine in Mato Grosso Brazil is a game-changer. While primarily a zinc-lead operation its reserves contain a substantial amount of silver (and gold). Potential: Aripuan is forecasted to be a long-life low-cost mine significantly boosting"
X Link 2025-11-30T04:18Z [--] followers, [---] engagements
"3.) Aripuan Project: Silver's Impact The new Aripuan polymetallic mine in Brazil is a prime example. While it primarily produces zinc its annual expected silver output is a huge factor in its low-cost structure: Expected Annual Silver Production: [---] million ounces (Moz) over the initial 11-year life of mine (LOM).Annual Silver Revenue Estimate: $56.40/oz * [-------] oz $approx$ $101.5 million USD. (Note: This is gross revenue before deductions refining charges etc.) This revenue alongside production of lead and gold acts as a credit against the total operating costs of the mine.The By-Product"
X Link 2025-11-30T04:23Z [--] followers, [--] engagements
"2.) Part 2: The C-Band Catalyst (Points 5-8) 5/10 💰 The Upper C-Band Catalyst (The Multi-Billion Euro Bonus): The true upside lies in the ongoing FCC process to free up the final portion of the Upper C-Band spectrum (3.984.2 GHz) for U.S. 5G deployment. This is the critical high-margin cash injection. 6/10 ⚖ Phase 1: The Precedent. The first C-Band auction (Auction 107) established the financial blueprint resulting in a $9.7 BILLION payout to the satellite group (Intelsat & SES as main beneficiaries) for clearing the lower portion of the band. This proves the value of the cleared spectrum."
X Link 2025-11-30T06:46Z [--] followers, [--] engagements
"Part 3: Valuation Impact (Points 9-10) 9/10 ✨ Valuation Impact: Discounting the estimated [---] Billion cash inflow back to today's Present Value (PV) adds an additional [----] per share to the company's intrinsic equity value. This C-Band PV is a direct balance sheet enhancement. 10/10 Final Fair Value: By integrating the [----] Billion core business value the [---] Billion C-Band PV and accounting for the post-merger net debt our analysis yields a robust Fair Value of [-----] per share. This significant upside is cemented by mandated U.S. regulatory cash flow. SES is a unique de-risked space play."
X Link 2025-11-30T06:48Z [--] followers, [--] engagements
"$GEO Geodrill A small shovel seller in higher gold prices. Market Cap: US$ [---] mm (Cash/Debt nearly equal) Cash from Ops before Tax 9/2025: US$ [--] mm Forecast for [----] EBITDA: US$ [--] mm EV/EBITDA 2025: [--] I love these cheap and easy plays. $GEO Geodrill's biz model shines during commodity booms ⛏💎 While gold copper & lithium prices soar mining companies need to drill more to find & confirm new deposits. $GEO is the ultimate "shovel seller" in this gold rush: they don't bet on the price of the metal; they supply the essential high-spec drilling services (RC Diamond Core) that everyone needs to"
X Link 2025-12-02T10:10Z [--] followers, [---] engagements
"2.) Why does Geodrill ($GEO) maintain a strong market position It's about their customer quality 🤝 They are a trusted partner serving a diverse portfolio of major intermediate and well-funded junior mining companies across West Africa North Africa and South America. These are clients with serious budgets and long-term exploration programs. This customer mix insulates them better than relying solely on high-risk junior miners. A sign of operational excellence and reliability in the demanding drilling sector. 🥇🌍 #Mining #Exploration #Geodrill #ClientBase"
X Link 2025-12-02T10:13Z [--] followers, [--] engagements
"UP Fintech $TIGR Despite strong records Tiger Brokers trades at an extreme valuation discount compare to $Hood. Chinese growth small-caps remain out of favor but value is starting to flash. Q3 [----] Data / Valuation Check: Market Cap: $1.63 Billion Cash (Q3): $580.7 Million Enterprise Value (EV): $1.05 Billion Q3 Profit Before Tax (PBT): $65.1 Million Annualized PBT Run Rate: $260M (4x Q3 PBT) EV / Annualized PBT: 4.0x (Insanely low for +73.3% YoY Revenue Growth) If $TIGR maintains profitability and growth the current EV/PBT ratio suggests substantial undervaluation. #TIGR #FinTech"
X Link 2025-12-04T10:51Z [--] followers, [---] engagements
"🔥 COMEX SILVER SQUEEZE ALERT: [-----] MILLION OUNCES DEMAND The latest CME Delivery Notices (Dec 8) confirm extreme physical aggression. A staggering [-----] contracts (52.24M oz) have been called for physical delivery in the December contract consuming over 87% of Registered Inventories (est. 60M oz).📈 KEY DATA: Total Demand: 52.24M oz (as of 12/08/25) Front-Loaded: 71% was demanded immediately signaling strategic physical acquisition. Dec [--] Action: JP Morgan Securities & BofA Securities were major STOPPED parties (i.e. taking metal out). Price Validation: Settlement at $57.779/oz validates"
X Link 2025-12-09T04:03Z [--] followers, [--] engagements
"British American Tobacco plc The 5% dip in $BATS shares post-Trading Update is a classic market overreaction and a genuine gift for patient income investors. The fear-driven selling has created an even deeper discount on a company with fortress-like fundamentals. This is a temporary setback not a structural crisis. #BATS #ValueInvesting Lets focus on the undeniable value proposition. This selling pressure has pushed the prospective dividend yield back toward approx. [--] % a figure that provides an enormous margin of safety and a fantastic cushion against volatility. $BATS now trades at a"
X Link 2025-12-09T08:59Z [--] followers, [--] engagements
"🚨 SILVER HITS $60/OZ: The Perfect Storm Explained 📈 Silver has surged to a record high of $60 USDa move driven by a powerful trifecta of factors that have converged to create a structural bull market: 🏭 The Industrial Demand BOOM (The Green Revolution): Silver is irreplaceable in the global shift to clean energy. Massive accelerating demand from solar panels (photovoltaics) Electric Vehicles (EVs) and high-tech electronics/AI data centers is creating an unprecedented structural deficit. Simply put: the world needs more silver for industry than miners can dig up. This is not a temporary"
X Link 2025-12-09T19:09Z [--] followers, [--] engagements
"ORACLE $ORCL EARNINGS: AI BET DRIVES RECORD RPO BUT INVESTORS BEND THE CURVE Oracle's Q2 FY26 earnings (Dec 10) delivered solid top-line growth (Total Revenue up 13% to $16.1B) yet the miss on heady expectations and concerns over the massive AI buildout led to a sharp 10%+ dip in aftermarket trading challenging the current AI euphoria. Net income nearly doubled and Cloud Revenue (OCI & Applications) accelerated 33% to $8.0B with Cloud Infrastructure (OCI) surging 66% and GPU-related revenue spiking 177%. The Big AI Picture: The core story remains Oracle's aggressive capital-intensive pivot to"
X Link 2025-12-11T02:57Z [--] followers, [---] engagements
"@jayconway13 @grok is it possible to replace silver in Solar panell production And how And what about growing demand of Chips and Ev"
X Link 2025-12-11T07:49Z [--] followers, [--] engagements
"SILVER: DEMAND ACCELERATES AS MONTH-TO-DATE TOTAL SURGES Daily Surge: [---] contracts The physical drain remains relentless evidenced by significant daily activity. The latest CME Delivery Notices (dated Dec [--] 2025) confirm continued high demand in the market. LATEST DATA (As of 12/16/2025): Price Validation: The settlement price for the DECEMBER [----] COMEX [----] SILVER FUTURES is $62.700/oz. Total Demand: Cumulative contracts surged to [-----] taking the total metal called for delivery this month to an astounding [-----] MILLION OUNCES (12120 contracts x [----] oz). Daily Surge: [---] contracts were"
X Link 2025-12-17T06:47Z [--] followers, [--] engagements
"SILVER: DEMAND ACCELERATES AS MONTH-TO-DATE TOTAL SURGES Daily Surge: [---] contracts The physical drain remains relentless evidenced by significant daily activity. The latest CME Delivery Notices (dated Dec [--] 2025) confirm continued high demand in the market. LATEST DATA (As of 12/17/2025): Price Validation: The settlement price for the DECEMBER [----] COMEX [----] SILVER FUTURES is $66.237/oz. Total Demand: Cumulative contracts surged to [-----] taking the total metal called for delivery this month to an astounding [-----] MILLION OUNCES (12374 contracts x [----] oz). Daily Surge: [---] contracts were"
X Link 2025-12-18T03:26Z [--] followers, [--] engagements
"SILVER DEMAND EXPLOSION: YoY & MoM COMPARISON 🚀 The numbers don't liethe drain is accelerating at an exponential rate compared to previous cycles. Month-over-Month (MoM) Growth: Nov [----] vs. Dec 2025: We are seeing a +22% increase in delivery notices month-to-date. The velocity of physical removal is outstripping the prior month's pace by over [--] million ounces. Year-over-Year (YoY) Growth: Dec [----] vs. Dec 2025: This is the "Black Swan" event. Total delivery volume is up a staggering +145% compared to the same period last year. Registered Inventory: Available stocks have plummeted by 40% in"
X Link 2025-12-18T03:27Z [--] followers, [--] engagements
"Deep Dive: Why Circus SE $CA1 is the $Tsla of Physical AI" [----] Strategy 1/11 The Vision: $CA1 isn't just about food; its about Physical AI. While others build chatbots Circus builds autonomous infrastructure. Their goal Solving the global labor crisis by automating the $2.6 Trillion service industry. 🤖🥗 2/11 The Tech: Meet the CA-1. A fully autonomous robot that cooks cleans and packages meals in 7sqm. 500+ meals/charge. Proprietary CircusOS (Agentic AI) managing supply chains & demand. 2.3x faster than previous gens. ⚡ 3/11 The Mercedes Breakthrough: Huge news in Dec '25 Mercedes-Benz"
X Link 2025-12-18T07:08Z [--] followers, [--] engagements
"#SILVER: DEMAND ACCELERATES AS MONTH-TO-DATE TOTAL SURGES Daily Surge: [---] contracts The physical drain remains relentless evidenced by significant daily activity. The latest CME Delivery Notices (dated Dec [--] 2025) confirm continued high demand in the market. LATEST DATA (As of 12/18/2025): Price Validation: The settlement price for the DECEMBER [----] COMEX [----] SILVER FUTURES is $64.592/oz. Total Demand: Cumulative contracts surged to [-----] taking the total metal called for delivery this month to an astounding [-----] MILLION OUNCES (12494 contracts x [----] oz). Daily Surge: [---] contracts were"
X Link 2025-12-19T04:01Z [--] followers, [--] engagements
"#SILVER: DEMAND ACCELERATES AS MONTH-TO-DATE TOTAL SURGES Daily Surge: [---] contracts The physical drain remains relentless evidenced by significant daily activity. The latest CME Delivery Notices (dated Dec [--] 2025) confirm continued high demand in the market. LATEST DATA (As of 12/18/2025): Price Validation: The settlement price for the DECEMBER [----] COMEX [----] SILVER FUTURES is $64.592/oz. Total Demand: Cumulative contracts surged to [-----] taking the total metal called for delivery this month to an astounding [-----] MILLION OUNCES (12494 contracts x [----] oz). Daily Surge: [---] contracts were"
X Link 2025-12-19T04:06Z [--] followers, [--] engagements
"@eric85050 What i understand from other discussions they dont keep their promises / timelines and dilute to much.so the market is super sceptical.but i like those situation were the worst case scenario is only priced in"
X Link 2025-12-20T02:35Z [--] followers, [--] engagements
"The "Wegovy Pill" Moment: A Massive Catalyst for Novo Nordisk $NOVO is Imminent While the market has been fixated on the "injectable war" the real game-changer is about to drop. We are officially in the "Decision Window" for the FDA approval of high-dose Oral Semaglutide (25mg/50mg). This isn't just a label expansion; its a category-defining moment. Why the next few weeks are critical:The FDA decision is expected by late December [----] or early January [----]. If approved this will be the worlds first oral GLP-1 for chronic weight management. For millions of patients who are "needle-phobic" this"
X Link 2025-12-22T10:41Z [---] followers, [---] engagements
"The "CagriSema" Catalyst: Why Novo Nordisk $NOVO is the Ultimate [----] Comeback Story While the market spent [----] obsessing over supply chains and competition Novo Nordisk just fired its biggest shot. Following the recent NDA filing for CagriSema we are heading toward a pivotal FDA approval decision in [----]. This isn't just another drug; its the high-potency "Lilly-Killer" the market has been waiting for. Historically Novo's stock re-rates significantly ahead of major regulatory milestones. With the stock currently trading at a notable discount compared to its peak the risk/reward for [----] is"
X Link 2025-12-22T10:42Z [---] followers, [---] engagements
"Perfect timing i would say guys with my post from yesterday.so the first 10% gain was an easy one 🥳 The Era of the "Obesity Pill" is Officially Here: $NOVO Novo Nordisk Just Changed the Game Forever 💊🚀 Yesterday the FDA delivered the most significant catalyst for Novo Nordisk in years: The official approval of the first-ever oral GLP-1 for chronic weight management. As I predicted just [--] hours ago we were in the "Decision Window"and Novo Nordisk just smashed through it. This isn't just news; it's the structural pivot that ends the [----] valuation reset and marks the "bottom" for long-term"
X Link 2025-12-23T02:54Z [---] followers, [---] engagements
"SILVER SMASHES $74.70: THE "CHINA PLOT" UNFOLDS History is being written in real-time. Today Dec [--] [----] Silver hit a staggering $74.77/oz continuing its parabolic run. But the real story isn't just the priceits the "Great Wall" closing in. The Countdown: January [--] [----] The most explosive news is just days away. Starting Jan [--] [----] China is set to implement a massive restriction on silver exports. Beijing has mandated a strict government licensing system for all silver leaving the country. Only large state-approved giants can even apply. Smaller exporters are effectively being cut off. The"
X Link 2025-12-26T03:58Z [--] followers, [---] engagements
"TOLD YOU SO 🚀🥈; My first tweet about silver. Those who followed are now sitting on record gains with more then [--] % 🥳 How much money did you earn My knockouts certificates run more then 300% 🚀 Congrats to everyone who held strong The squeeze is far from over. 🌪 #return #profits #silver #trader #investor #SilverSqueeze #TradingSuccess #Commodities #WealthBuilding #ToldYouSo Look at the Gold-to-Silver Ratio (GSR).The GSR is currently 80:1. Historically this means silver is massively undervalued relative to gold (long-term average is $50:1 to 60:1).This extreme ratio is the fuel for"
X Link 2025-12-26T04:12Z [--] followers, [---] engagements
"🚀 50% GAINS SECURED AND WERE JUST WARMING UP 🥈💎 To everyone who followed my top hint on Kuya Silver ($KUYA): Congratulations on a massive 50%+ profit since the call 🥂 While the rest of the market is just waking up to the silver squeeze were already in the green. But heres the best part: This is only the beginning. 📈 Despite the run $KUYA is still significantly undervalued given the fundamentals: ✅ Bethania Mine is hitting its stride right now (Q4 2025). ✅ Scaling to [---] tpd in [----] targets $20M+ in Free Cash Flow. ✅ With Silver at record highs and Chinas export ban looming producers are"
X Link 2025-12-26T04:16Z [--] followers, [---] engagements
"@realTimHack I like the stock as well.shared a post [--] month ago about it.already some nice gains 🥳🥳 https://x.com/i/status/1994983215183143256 $NEXA I've found an opportunity for a cheap #commodity investment and good #inflation protection with a mining stock. Nexa Resources S.A. Market Cap: US$ [---] mm Net Dept: US$ [----] mm EV: US$ [-----] mm Adjusted EBITDA Q3/2025: US$ [---] mm My forecast for [----] minimum: US$ [---] mm https://t.co/ORliCD6emj https://x.com/i/status/1994983215183143256 $NEXA I've found an opportunity for a cheap #commodity investment and good #inflation protection with a mining"
X Link 2025-12-27T07:03Z [--] followers, [---] engagements
"@realTimHack Good pick from you 💪✌ when you like to have more Info see this one. https://x.com/i/status/1994983215183143256 $NEXA I've found an opportunity for a cheap #commodity investment and good #inflation protection with a mining stock. Nexa Resources S.A. Market Cap: US$ [---] mm Net Dept: US$ [----] mm EV: US$ [-----] mm Adjusted EBITDA Q3/2025: US$ [---] mm My forecast for [----] minimum: US$ [---] mm https://t.co/ORliCD6emj https://x.com/i/status/1994983215183143256 $NEXA I've found an opportunity for a cheap #commodity investment and good #inflation protection with a mining stock. Nexa"
X Link 2025-12-27T18:56Z [--] followers, [---] engagements
"@thehealthb0t @grok explain why this should work"
X Link 2025-12-28T01:42Z [--] followers, [---] engagements
"The silver market is entering a critical phase where structural reality is colliding with short-term technical pressures. While the long-term thesis remains incredibly robust investors should prepare for a potential "red candle" in early January driven by year-end tax selling a strengthening dollar and recent CME margin hikes. These factors create a tactical window where buying fresh at current levels might be risky but accumulating during the coming drawdown appears to be the strategic play. The "margin kill switch" that crushed the [----] rally has largely been exhausted; with current"
X Link 2025-12-28T13:07Z [--] followers, [--] engagements
"@JesseCohenInv Gold and mining Stocks and mining Equipment. $nexa for example one idea.zinc and silver play still alot of upside. https://x.com/i/status/1994983215183143256 $NEXA I've found an opportunity for a cheap #commodity investment and good #inflation protection with a mining stock. Nexa Resources S.A. Market Cap: US$ [---] mm Net Dept: US$ [----] mm EV: US$ [-----] mm Adjusted EBITDA Q3/2025: US$ [---] mm My forecast for [----] minimum: US$ [---] mm https://t.co/ORliCD6emj https://x.com/i/status/1994983215183143256 $NEXA I've found an opportunity for a cheap #commodity investment and good"
X Link 2025-12-28T14:22Z [--] followers, [---] engagements
"@JonErlichman $nexa Will double their earnings in [----] i guess.as prices are still very favorable and still good room to grow. https://x.com/i/status/1994983215183143256 $NEXA I've found an opportunity for a cheap #commodity investment and good #inflation protection with a mining stock. Nexa Resources S.A. Market Cap: US$ [---] mm Net Dept: US$ [----] mm EV: US$ [-----] mm Adjusted EBITDA Q3/2025: US$ [---] mm My forecast for [----] minimum: US$ [---] mm https://t.co/ORliCD6emj https://x.com/i/status/1994983215183143256 $NEXA I've found an opportunity for a cheap #commodity investment and good #inflation"
X Link 2025-12-28T14:27Z [--] followers, [---] engagements
"@chitchatstocks $vnrx Super small market cap.high risk high reward play.maybe a take out will come sooner then a [---] Bagger. https://x.com/i/status/2001664644449276212 The "Deep Value" Case for VolitionRx $VNRX [----] Outlook 1/8 The Tech: $VNRX isnt just another biotech. Their Nu.Q platform is a paradigm shift in epigenetics. By measuring H3.1 nucleosomes (NETosis) they dont just detect inflammationthey predict organ failure. Sepsis is a https://x.com/i/status/2001664644449276212 The "Deep Value" Case for VolitionRx $VNRX [----] Outlook 1/8 The Tech: $VNRX isnt just another biotech. Their Nu.Q"
X Link 2025-12-28T14:57Z [--] followers, [----] engagements
"@Comm_Invest Have a look on $nexa Zinc price is rising and also nice silver exposure still not priced in. https://x.com/i/status/1994983215183143256 $NEXA I've found an opportunity for a cheap #commodity investment and good #inflation protection with a mining stock. Nexa Resources S.A. Market Cap: US$ [---] mm Net Dept: US$ [----] mm EV: US$ [-----] mm Adjusted EBITDA Q3/2025: US$ [---] mm My forecast for [----] minimum: US$ [---] mm https://t.co/ORliCD6emj https://x.com/i/status/1994983215183143256 $NEXA I've found an opportunity for a cheap #commodity investment and good #inflation protection with a"
X Link 2025-12-29T03:23Z [--] followers, [---] engagements
"$TKO Taseko Mines: The most undervalued Copper growth story for [----] While the market is distracted by macro volatility Taseko Mines is quietly preparing for a massive re-rating. If you think the current share price is fair look at the [----] numbersthey tell a completely different story. #Copper is rising steady. (Q3/2025 Snapshot): Market Cap: US$ [---] bn Adjusted EBITDA (Q3/25): US$ [--] mm Cash Position: US$ [--] mm (post US$ [---] mm financing) The Setup: First copper from Florence expected in early [----]. The [----] EBITDA Forecast (Copper @ $5.50/lb) With copper prices trending towards record"
X Link 2025-12-30T08:40Z [---] followers, [---] engagements
"Taseko Mines: The Path to 500M+ lbs of Copper per Year (Post-2026) If you think the [----] ramp-up of Florence Copper is the finish line youre missing the bigger picture. $TKO isn't just a "recovery play"it is one of the most significant copper growth pipelines in North America. While the market focuses on [----] EBITDA the real "generational wealth" potential lies in what comes next: [--]. Yellowhead: The Multi-Decade Monster Acquired for just C$16M in [----] Yellowhead is now a cornerstone of Tasekos future. Status: Environmental Assessment process commenced in July [----]. Scale: A 25-year mine life"
X Link 2025-12-30T08:45Z [---] followers, [---] engagements
"@jackprandelli Have a look at $tko Taseko Mines.producing already.Single asset to multi asset in the moment.still cheap. https://x.com/i/status/2005921994320318821 $TKO Taseko Mines: The most undervalued Copper growth story for [----] While the market is distracted by macro volatility Taseko Mines is quietly preparing for a massive re-rating. If you think the current share price is fair look at the [----] numbersthey tell a completely https://t.co/mKjo39N48c https://x.com/i/status/2005921994320318821 $TKO Taseko Mines: The most undervalued Copper growth story for [----] While the market is"
X Link 2025-12-30T14:27Z [---] followers, [--] engagements
"@ekwufinance Have a look at $tko Taseko Mines.1 asset producing another one is just starting to produce.both with very low cost.i think we will see a take over soon. https://x.com/i/status/2005921994320318821 $TKO Taseko Mines: The most undervalued Copper growth story for [----] While the market is distracted by macro volatility Taseko Mines is quietly preparing for a massive re-rating. If you think the current share price is fair look at the [----] numbersthey tell a completely https://t.co/mKjo39N48c https://x.com/i/status/2005921994320318821 $TKO Taseko Mines: The most undervalued Copper"
X Link 2025-12-30T14:30Z [---] followers, [--] engagements
"@jackprandelli Here is a copper stock with a potential multiple.$tko Taseko Mines.starting to produce with second mine.still very cheap.take over target soon i expect. https://x.com/i/status/2005921994320318821 $TKO Taseko Mines: The most undervalued Copper growth story for [----] While the market is distracted by macro volatility Taseko Mines is quietly preparing for a massive re-rating. If you think the current share price is fair look at the [----] numbersthey tell a completely https://t.co/mKjo39N48c https://x.com/i/status/2005921994320318821 $TKO Taseko Mines: The most undervalued Copper"
X Link 2025-12-30T15:02Z [--] followers, [--] engagements
"A Paradigm Shift in U.S. Policy Analyzing Recent Statements on Venezuela and Domestic Recovery A recent report highlights a significant shift in the strategic outlook of the 47th Administration. Donald Trump has issued a stark warning regarding the U.S. economic trajectory while outlining a bold proactive approach toward regional stability in South America. Here are the key takeaways from the report: [--]. The U.S. to "Run" Venezuela 🏛 Perhaps the most striking detail is Trumps assertion that the United States will effectively oversee an interim administration of Venezuela. The goal is to"
X Link 2026-01-04T03:46Z [--] followers, [--] engagements
"The "Human Eye" of Autonomy: Why $LIDR (AEye) is a [----] Gamechanger 🚀 1/ Most LiDAR sensors are "dumb" they scan the world in a rigid fixed grid wasting energy on the sky or empty roads. AEye is different. Their iDAR technology (Intelligent Detection and Ranging) mimics the human eye focusing only on what matters. 🧠👁 2/ The 1-Kilometer King 👑 While competitors struggle beyond 250m AEyes Apollo and Stratos sensors (1550nm) detect objects up to 1km+ away. For an autonomous truck or a high-speed drone this extra distance equals life-saving reaction time. It's the ultimate "Highway Pilot""
X Link 2026-01-05T16:32Z [---] followers, [----] engagements
"@moninvestor Have a look a $lidr https://x.com/i/status/2008214965350789461 The "Human Eye" of Autonomy: Why $LIDR (AEye) is a [----] Gamechanger 🚀 1/ Most LiDAR sensors are "dumb" they scan the world in a rigid fixed grid wasting energy on the sky or empty roads. AEye is different. Their iDAR technology (Intelligent Detection and Ranging) mimics https://x.com/i/status/2008214965350789461 The "Human Eye" of Autonomy: Why $LIDR (AEye) is a [----] Gamechanger 🚀 1/ Most LiDAR sensors are "dumb" they scan the world in a rigid fixed grid wasting energy on the sky or empty roads. AEye is different."
X Link 2026-01-06T04:41Z [---] followers, [----] engagements
"Hey followers my first $NEXA call is already up around 50% 🥳🥳 but with silver hitting $80/oz and the Wheaton 'Step-Down' just around the corner this re-rating story is only just beginning. 🚀📈 See my past recommendation for more proof of my recoms. Lets outperform the market together. The story here is just the beginning i did a recheck and sum of the part valuation (Nr. 5). I am more bullish then before. Lets go. 1/7 🚨 Deep Dive: Is Nexa Resources ($NEXA) the most undervalued play in the [----] commodity supercycle 🚨 While the market still labels them as just a "zinc miner" a massive"
X Link 2026-01-10T03:54Z [---] followers, [---] engagements
"Scheduled Economic and Speaker Events in European Time. 🗓 Monday January [--] [----] 02:45 CN RatingDog Services PMI (Dec) 16:00 US ISM Manufacturing PMI (Dec) 16:00 US ISM Manufacturing Employment (Dec) 🗓 Tuesday January [--] [----] 08:45 FR Inflation Rate YoY (Preliminary Dec) 08:45 FR Inflation Rate MoM (Preliminary Dec) 14:00 DE Inflation Rate YoY (Preliminary Dec) 14:00 DE Inflation Rate MoM (Preliminary Dec) 14:00 US Fed Barkin Speech 22:30 US API Crude Oil Stock Change (Jan 02) 🗓 Wednesday January [--] [----] 01:30 AU Inflation Rate MoM (Nov) 01:30 AU Inflation Rate YoY (Nov) 08:00 DE Retail Sales"
X Link 2026-01-11T15:59Z [---] followers, [--] engagements
"The "Agentic Commerce" Revolution: Why Google $goog vs. Walmart $wmt is the Ultimate Catalyst for Rezolve AI $RZLV - Prepare for a big jump of share price tmr with the big investor day 1/ The retail world just hit a turning point. Google and Walmarts new Gemini partnership confirms: Agentic Commerce is no longer sci-fiits the new industry standard. But while the giants align a massive valuation gap has emerged for the pure-play leader: Rezolve AI. 2/ The Neutral Choice: Every retailer NOT named Walmart is now panicking. Why Because using Googles "native" tools means handing your customer data"
X Link 2026-01-12T03:23Z [---] followers, [----] engagements
"The Global Takeover of Rezolve AI ($RZLV) 1/ While the media focuses on Google/Walmart $RZLV is quietly winning the rest of the world. 🌎 The "Agentic Commerce" revolution isn't a pilot program anymoreit's live enterprise-grade and generating massive revenue. 🚀 2/ The $10M Confirmation: Why is Liverpool Mexico (retail giant) paying $9.8M/year for Rezolve Because it works. This isn't just "AI hype"it's a high-ROI engine driving SEO dominance and instant conversions. Real tech = Real contracts. 3/ The India Powerhouse: Reliance Retails AJIO ($2.5B GMV) just renewed and UPGRADED their"
X Link 2026-01-12T03:45Z [---] followers, [---] engagements
"The ROI Engine: Why Giants Like Liverpool & AJIO are Betting Millions on Rezolve AI ($RZLV) 1/ Why would a retailer pay $10M/year for AI Its not about the "tech"it's about the Return on Investment (ROI). In the brutal world of retail every 0.1% increase in conversion is worth millions. Rezolve AI isn't an expense; its a revenue generator. 💸 2/ The "Brain Suite" Math:Traditional search is broken. 70% of shoppers leave if they don't find a product in [--] seconds. Rezolve's Impact: Case studies show a 44% increase in conversion rates and a 128% boost in revenue per visitor. For a $1B retailer"
X Link 2026-01-12T03:46Z [---] followers, [---] engagements
"The $RZLV Guidance "Reset" is hereand its bigger than anyone expected. 🚀I called the undervaluation yesterday. Today Management didn't just confirm it; they blew the doors off the hinges. While the market was catching up to the Google $goog /Walmart $wmt news Rezolve AI just dropped a bombshell at their Investor Event. 1/ The Numbers: 10x Growth in [--] MonthsRezolve isn't just growing; it's accelerating.2025 Revenue: Guided to $40M (Beating consensus). [----] Revenue: Guided to $350 Million (Nearly 2x the previous market expectation of $170M). [----] Exit Run Rate: Reaffirmed at $500M ARR. Market"
X Link 2026-01-13T14:27Z [---] followers, [---] engagements
"@Nelsoninpolitic Yeah agree it's good for diversification and asset allocation. Revenue is the priority right now; governance can wait a bit to be honest.it will come for sure later as also Allianz create a joint venture so i have trust in this company"
X Link 2026-01-14T08:23Z [---] followers, [--] engagements
"The "Second Row" AI Winners: Why Siltronic $WAF is the Deep Value Play of [----] and with 3x Upside 1/ Ever feel like youve missed the $NVDA or $ASML boat Look closer at the "Shovel Sellers" of the second row. While the world stares at GPU benchmarks the foundation of the AI revolutionSilicon Wafersis trading at a massive disconnect. Let's talk about Siltronic AG. 2/ The "Paradox of Value": Siltronic just built a state-of-the-art 300mm fab in Singapore ("FabNext") for 2.0B. Current Market Cap 1.7B. You are literally buying the world's most modern wafer plant at a discount and getting the rest"
X Link 2026-01-14T09:17Z [---] followers, [---] engagements
"@dividendology Can you provide me the names of the farm land reits Never saw this kind of reits"
X Link 2026-01-17T12:11Z [---] followers, [----] engagements
"@jayconway13 I have the feeling that the Republicans lack courage; everyone thinks only on their own position and don't want to rebel against Trump for fear of losing their own job. And Democrats somehow feel as if they are completely weakened from within and without"
X Link 2026-01-21T03:38Z [---] followers, [--] engagements
"1/12 🔋 The "Battery Metal" Sleeper of 2026: Why Element [--] $E25.AX is the missing link in the US EV supply chain. While the market obsesses over Lithium Manganese is the quiet giant powering the next gen of batteries. 🧵 #Investing #EV #Manganese #ASX #E25 2/12 💎 The Asset: Butcherbird Australia.E25 owns 100% of Australia's largest onshore manganese resource. 🔹 274M tonnes of ore (recently upgraded). 🔹 Low-cost near-surface mining. 🔹 [----] Focus: Expanding to [---] million tonnes per annum (BBX Project). This is a 20-year strategic fortress. 3/12 🛠 The "Secret Sauce": Why Manganese Its the"
X Link 2026-01-21T03:56Z [---] followers, [----] engagements
"🔥 UPDATE: $VNRX The Global Expansion Begins 🔥 1/6 If you followed my last deep dive you are already up 20%+ (Entry $0.26 👉 currently $0.33). But while the market is just starting to wake up yesterdays news proves we are only at the beginning of a massive re-rating. 🚀 2/6 The News: VolitionRx just announced a major expansion of its Nu.Q Vet Cancer test into the worlds biggest markets. ✅ USA: Midwest Veterinary Lab rolling out across ALL [--] states starting Feb '26. ✅ Asia: Partnership with Bioguard (first ISO-certified lab in Taiwan/China). 3/6 The Potential: The Total Addressable Market"
X Link 2026-01-21T04:08Z [---] followers, [---] engagements
"It's funny that we're both invested in E25; I only discovered the stock a few days ago. It looks interesting especially with Eric Sprott who represents a certain level of quality. I don't invest in exploration companies where mining operations are still more than two or three years away. I find the analysis and valuation of those difficult. https://twitter.com/i/web/status/2013869259085209870 https://twitter.com/i/web/status/2013869259085209870"
X Link 2026-01-21T07:00Z [---] followers, [--] engagements
"Trump at Davos: "No force will be used regarding Greenland." A definitive move to de-escalate tensions and prioritize diplomacy over conflict. Peace of mind for the region. 🕊 #Davos2026 #Greenland #GlobalSecurity"
X Link 2026-01-21T14:13Z [---] followers, [---] engagements
"🧵 The IBKR Deep Dive: Why Interactive Brokers is the Best in class 1/ $IBKR just dropped its Q4 [----] results and the numbers are nothing short of a Masterclass in Scalability and Operating Leverage. Ive rarely seen a financial institution operate with this kind of tech-driven efficiency. Here is why its outperforming the market. 👇 2/ The "Headline" Beat: - Adjusted EPS: $0.65 (vs. $0.59 expected) a massive 10% surprise. Net Revenue: $1.67B (Adjusted) up 17% YoY. Pre-tax Margin: A staggering 79%. Think about that: For every $1 of revenue nearly $0.80 is pure profit before taxes. This isn't"
X Link 2026-01-22T12:32Z [---] followers, [---] engagements
"🧵 Cyprium Metals $CYM.ax: The Final Piece of the Puzzle is Here 🧩⚒ 1/ Just out: Cyprium Metals has locked in a A$41M Equity Raise at $0.52/sh. 💰 While the market reacts to the discount the real story is what this money UNLOCKS. This is the ultimate "buy the dip" moment before the [----] copper explosion. 🚀 #Copper #ASX 2/ Fully Funded for Nifty: The funds are the fuel for the Phase [--] Cathode Restart. Targeted production: Mid-2026. We aren't talking yearswe are talking months. $CYM is transitioning from a developer to a cash-flow machine. 🏦💨 3/ Copper at $12900/t: 📈 Copper prices are"
X Link 2026-01-23T05:13Z [---] followers, [---] engagements
"Ericsson $ERIC Q4 [----] Earnings Alert: The "Software & API Powerhouse" is officially here. 🧵 1/ BREAKING: Ericsson just reported a massive Q4 [----] beat 📈 Net Income: SEK 8.6B (up from 4.9B YoY) Cloud Software: Organic growth at 12% EBITDA margins expanding. Dividend: Raised to SEK [----] BUYBACK: Brand new SEK [--] Billion program announced today 2/ The Valuation Snapshot (Real-Time [----] Metrics): 🔎 The market cap sits at SEK 286B but look at the "Hidden Cash" reality: Market Cap: 286.0B SEK Minus Net Cash: -61.2B SEK Enterprise Value (EV): 224.8B SEK (What you pay for the ops) [----] EBITDA"
X Link 2026-01-23T06:51Z [---] followers, [---] engagements
"1/ To understand $ERIC you must look at who is at the table. This isn't just another tech stock; it is the crown jewel of Swedish industry protected by the most sophisticated "Smart Money" in Europe. Let's talk about the Wallenbergs and Vonage. 2/ The Anchor: Investor AB (Wallenberg Family) 🏰 Controlled by the legendary Wallenberg family Investor AB holds 24.5% of the voting power. They are the ultimate long-term "Anchor." They don't trade for quarters; they build for decades. Their presence ensures stability and a relentless focus on R&D leadership. 3/ The Activist Edge: Cevian Capital 💎"
X Link 2026-01-23T07:30Z [---] followers, [---] engagements
"5 Real-World Scenarios Driving Ericssons SEK 51B EBITDA Future. 🧵 1/ Understanding "Network APIs" can be tough. But when you see how they solve trillion-dollar industry problems the $ERIC "Software Powerhouse" thesis becomes undeniable. Here are [--] scenarios where Ericssons Vonage platform prints high-margin cash: 2/ Scenario 1: Telemedicine & Remote Surgery 🏥 The Problem: Surgeons need zero-lag for robotic operations. A 5G "best-effort" connection is too risky. The Solution: The hospital uses the Quality on Demand (QoD) API. The network carves out a dedicated ultra-low latency "VIP lane""
X Link 2026-01-23T07:40Z [---] followers, [---] engagements
"Stage is set for the most critical earnings week of the year. 🎤 As we look toward [----] forecasts the spotlight is firmly on the Mag [--]. Is the AI spend-cycle accelerating or plateauing CAPEX discipline vs. growth ambition will be the theme of the week. Watch the guidance closely 🔍 $MSFT $AAPL $AMZN $META $TSLA $GOOGL #Earnings #FinTwit #AI #Investing #StockMarket via @eWhispers https://twitter.com/i/web/status/2015295027061403983 https://twitter.com/i/web/status/2015295027061403983"
X Link 2026-01-25T05:25Z [---] followers, [---] engagements
"1/3 The Federal Reserve is poised to keep interest rates unchanged this Wednesday defying calls for cuts. With unemployment down and inflation still above target the Fed is choosing a "wait-and-see" approach to evaluate the impact of previous [----] reductions. 🛑🏦 #Fed #InterestRates #Economy 2/3 Independence in the crosshairs: Peer banks in Brazil Canada and Sweden are standing in solidarity with Chair Powell. The meeting comes at a tense moment featuring legal battles over Governor Lisa Cook and administration pressure to slash borrowing costs. ⚖ #JeromePowell #CentralBank #Finance 3/3"
X Link 2026-01-25T06:17Z [---] followers, [---] engagements
"🧵 Deep Dive: Montana Aerospace $AERO The [----] Pure-Play Powerhouse ✈ 1/6: The Status Quo Montana Aerospace has officially shed its "conglomerate" skin. By divesting E-Mobility and Energy (ASTA) in late [----] it enters [----] as a lean Aerospace Pure-Play. Guidance 2026: 1.0bn Revenue / 185m EBITDA. Financials: Shifting to a Net Cash Position this year. The "debt story" is over; the "cash machine" story begins. 📈 2/6: Market & Long-Term Growth The Aerospace market isn't about hypeit's about the Backlog. With over [-----] aircraft on order globally $AERO sits on a 7bn+ contracted backlog from $BA"
X Link 2026-01-25T07:04Z [---] followers, [---] engagements
"@AntiWokeWar_ Yes inflation should continue to rise. Being well-positioned in hard assets help I prefer stocks and gold mining stocks for that purpose"
X Link 2026-01-26T03:22Z [---] followers, [--] engagements
"The Great Hard Asset Reset: Why a 2% Shift Could Change Gold Forever. 🧵 1/ For a decade the world ignored "Hard Money" in favor of digital growth and paper assets. But in [----] we are witnessing a historic "Mean Reversion." The forgotten giantsGold and Silverare reclaiming their throne. 👑 2/ The Stealth Underweight: Despite the recent rally Golds share of global investable assets is still near historic lowsestimated between 0.8% and 1.2%. Compare that to the 1970s when it was 3-5x higher. We are just starting to wake up. 3/ The "2% Scenario": What happens if institutional investors (pensions"
X Link 2026-01-26T10:58Z [---] followers, [---] engagements
"🚨 Silver hits $110: The Solar Industrys Breaking Point Is this the Silver Peak Price because Solar demand will decrease soon🚨 Earlier today January [--] [----] silver continues its historic run with spot prices currently hovering around $107.46 per ounce. Just last Friday the metal shattered the psychological $100 barriera move that marks a staggering 141% increase over the last year. While investors are celebrating the solar industry is facing a structural crisis. Are we reaching Peak Silver for PV 🧵👇 1/8 The solar sector is a silver glutton. In [----] Solar Cell manufacturing consumed nearly"
X Link 2026-01-26T14:56Z [---] followers, [--] engagements
"🚨 Silver hits $110: The Solar Industrys Breaking Point Is this the Silver Peak Price because Solar demand will decrease soon🚨 Silver continues its historic run with spot prices currently hovering around $110 per ounce. Just last Friday the metal shattered the psychological $100 barriera move that marks a staggering 141% increase over the last year. While investors are celebrating the solar industry is facing a structural crisis. Are we reaching Peak Silver for PV 🧵👇 1/8 The solar sector is a silver glutton. In [----] Solar Cell manufacturing consumed nearly 25% of the total annual global"
X Link 2026-01-26T15:19Z [---] followers, [---] engagements
"I totally agreeanalysts are usually late to the Party. Even though many miners have already seen 200% gains they still look undervalued at these prices. This would be especially true when they begin to hedge their production at current levels and also most institutional capital hasn't even rotated into mining stocks yet. https://twitter.com/i/web/status/2016499537167479197 https://twitter.com/i/web/status/2016499537167479197"
X Link 2026-01-28T13:12Z [---] followers, [--] engagements
"Novo Nordisk $NOVO The healthcare titan is executing a massive transformation to defend its GLP-1 crown. While [----] was a "reset year" due to US pricing pressure (Competition from $lly Eli Lilly) and a 1.2bn restructuring charge the long-term case for obesity and MASH treatment remains intact. The focus is shifting from "supply-constrained" to "market-expansion." (FY25 Outlook - Update Dec [--] 2025): Key Metrics & Valuation: Adj. EBITDA 2025e: [----] - [----] bn (reflecting transformation costs). Net Debt: [----] bn (post-Catalent integration & scaling). Market Cap: [---] bn FY26 Adj. EBITDA Forecast:"
X Link 2025-12-22T10:38Z [---] followers, [---] engagements
"🧵 The Investment Case: Sanlam Limited $SLM [----] Participate in Africa and India with a nice juicy yield and solid insurance Business 1/8 🌍 The Fintech-Insurer Giant: Scaling Africa & India with 4.4% Yield Sanlam is no longer just a traditional insurer. It has evolved into a high-tech financial engine dominating the worlds fastest-growing middle-class markets. A rare combination of solid dividends and aggressive fintech growth. 👇 2/8 🚀 The "India Turbo" has been Ignited By increasing its stakes in Shriram Life (to 68.4%) and Shriram General (51%) Sanlam now fully consolidates these profit"
X Link 2026-01-13T08:22Z [---] followers, [---] engagements
"🧵 TOREX GOLD $TXG: A Cash Machine in [----] on the Road to [--] Million Ounces 🚀 1/ The Headline: $TXG is no longer just a mid-tier miner; it is transforming into a diversified senior producer. With Media Luna firing on all cylinders the company is officially a Cash Machine in [----]. But the real story The clear funded roadmap to [--] Million Ounces AuEq. ⚒💎 #Gold #Silver #Copper $TXG 2/ The Valuation Snapshot (Jan [--] 2026): 🔹 Market Cap: $4.93B USD 🔹 Net Debt: $220M (rapidly vanishing with FCF) 🔹 Enterprise Value (EV): $5.15B The market is starting to price in the "Delivery Alpha" of management"
X Link 2026-01-17T03:50Z [---] followers, [---] engagements
"1/10 🏨 Deep Dive: Why MHP Hotel AG $CDZ0 is the "Silent Winner" of the current German Hotel Market Shake-up. With the major insolvency of Revo Hospitality (140+ hotels) announced this week the landscape has shifted. Heres the investment thesis. 🧵 #Investing #MHP #Travel 2/10 📊 The Valuation Snapshot (Jan [--] 2026): 🔹 Market Cap: 65.8M (Micro-cap with massive leverage) 🔹 Net Debt: 7M (Significantly reduced via [----] free cash flow) 🔹 Enterprise Value (EV): 73M At an EV of just 73M MHP is valued at a fraction of its replacement cost especially considering its prime locations. 3/10 📉 The"
X Link 2026-01-19T04:07Z [---] followers, [---] engagements
"$EVO Evolution AB - The Fallen King of Live Casino 📉👑 Bottom line: Watch from the sidelines until the picture clears. Ignore the Finfluencer "Buy the Dip" noise. 1/ The 2025/2026 data is in and its a tough pill for the "growth at any cost" crowd. Once the ultimate compounder Evolution AB is facing its most significant identity crisis since IPO. Here is why the "Buy the Dip" mantra needs a reality check. #Investing #EVO #Stocks 2/ The Chart Doesnt Lie. 📉 Looking at the technicals $EVO has broken through critical support levels. After peaking weve seen a brutal drop toward the [---] SEK / $65"
X Link 2026-01-19T07:59Z [---] followers, [----] engagements
"The "Greenland Deal" is back on the tablebut at what cost Here is my theory on how the Trump negotiations regarding Greenland and the Arctic will actually play out. Its a classic case of short-term "wins" masking a long-term geopolitical disaster. 🧵 [--]. No "Hostile Takeover"First lets be clear: There will be no annexation or "hostile takeover" of Greenland. Despite the rhetoric the internal resistance within the GOP and the U.S. institutional framework is too strong. Sovereignty isnt a real estate flip and the pushback from both Denmark and U.S. lawmakers will prevent the most extreme"
X Link 2026-01-20T04:04Z [---] followers, [---] engagements
"🧵 The "Cookieless" Alpha: Why Inuvo $INUV is the AdTech Disruptor to Watch in [----] 🚀 1/ The "Privacy Storm" has arrived. Chromes new user prompts are rendering legacy tracking obsolete. While the industry panics a $42M micro-cap named Inuvo is thriving. Why Because they solved the "Why" behind the buy years ago. 🧠 2/ The Core Advantage: Their patented #IntentKey AI doesn't track who you are (no IDs/Cookies). It uses Generative AI (LLMs) to understand the real-time context and intent of a webpage. It targets the mindset not the person. 🛡 3/ Enterprise Momentum: This isn't just "small"
X Link 2026-01-22T14:57Z [---] followers, [----] engagements
"🧵 ASML Q4 Analysis: The AI Supercycle meets Valuation Reality 1/11 $ASML just dropped its Q4 and FY [----] results and the numbers are a "mic drop" for the semiconductor industry. Total Net Sales: 32.7B (FY) Q4 Net Bookings: 13.2B (Crushing consensus) The message is clear: The AI Supercycle isn't just hypeits hitting the order books. 📈 2/11 The Fuel for the AI Fire: The 13.2B bookings figure is a massive signal that the AI infrastructure build-out is accelerating not slowing. This isn't just about Nvidia; it's about the global race for sovereign AI and next-gen silicon. We are seeing a "CapEx"
X Link 2026-01-28T07:36Z [---] followers, [---] engagements
"16/20 UPDATE: The Strategic Masterstroke in Nevada 🦅 While the world watches Los Azules Rob McEwen just quietly secured the future of the Gold Bar Complex. $MUX has entered a definitive agreement to acquire Golden Lake Exploration ($GLM). This isn't just a "tack-on"its the final piece of the Nevada puzzle. 🧵17/20 Securing the Trend: Golden Lakes Jewel Ridge project sits directly adjacent to McEwens recent "Windfall" discovery.The Grade: Historic hits of $2.37$ g/t over $67$m at Jewel Ridge vs. $5.55$ g/t over $44$m at Windfall. The Logic: Instead of two companies fighting over one deposit"
X Link 2026-01-29T06:51Z [---] followers, [---] engagements
"@0xGL0YALTY_3 Still alot of potential i still hold and wait i have already made some nice gains with it 😊 this will also be a take over target"
X Link 2026-01-29T13:50Z [---] followers, [--] engagements
"@0xGL0YALTY_3 Expectations should be met thats what the preliminary numbers looks like.i like also what you mention with insider buys.the valuation looks solid and have more upside then downside will not be a tenbagger but i think will outperform the market for the next years"
X Link 2026-01-30T02:31Z [---] followers, [--] engagements
"Another port infrastructure logistics company is being acquired. $qub.ax Qube Holdings Private Equity looking for stable longterm plays. Will be interesting if a shipping company will also join the bidding. Protected downside with the offer and still [--] % left o the bidding price. Conservative investmemt for the next [--] month. #takeover #port #qube #macquarie #pe https://www.cnbc.com/2025/11/24/australia-qube-holdings-shares-jump-macquarie-takeover-deal.html https://www.cnbc.com/2025/11/24/australia-qube-holdings-shares-jump-macquarie-takeover-deal.html"
X Link 2025-11-24T01:39Z [---] followers, [--] engagements
"🚀 THREAD: Deep Dive into $SESG.PA SES S.A. Valuation Unlocking the [-----] Fair Value through Core Business & C-Band Payout #SESA #Intelsat #5G #Spectrum #Satellite #FairValue #Investment Part 1: The Core Business (Points 1-4) 1/10 The recently completed SES/Intelsat merger has created a global space connectivity behemoth. To understand the [-----] Fair Value we must first analyze the Core Business Model before looking at the $5B+ C-Band catalyst. 2/10 🛰 The Core Business Model: Connectivity & Media. The merged SES operates a dual-pillar strategy across two orbits (GEO and MEO). The largest"
X Link 2025-11-30T06:46Z [---] followers, [--] engagements
"TUI Group $TUI The global leisure giant is back with a record performance and a renewed focus on shareholder returns. The integrated model driven by high-margin 'Holiday Experiences' is accelerating growth while the balance sheet rapidly strengthens. A new dividend policy signals the end of the post-pandemic restructuring phase. (FY25 Results - Sep [--] 2025): Key Metrics & Valuation: Adj. EBIT FY25: [-----] bn (+12.6% ccy growth). Net Debt (IFRS 16): [---] bn Market Cap: [---] bn FY26 Adj. EBIT Forecast: [----] - [----] bn (Growth: 7-10%). Valuation: EV / Adj. EBIT (FY26e) is roughly 3.66x super cheap"
X Link 2025-12-10T08:36Z [---] followers, [---] engagements
"2.) $TUI - The Turnaround is Complete 🚀 TUI Group smashed FY25 forecasts with a record Adjusted EBIT of 1.459bn up +12.6% YoY (ccy) surpassing their own upgraded guidance. The stock is a BUY Key Takeaways: Experiences Shine: The 'Holiday Experiences' segment is the powerhouse Hotels (+10% EBIT) Cruises (+29% EBIT) and Musement (+37% EBIT) drove record results leveraging strong customer demand & pricing power. Financial Strength: Net Debt cut by 0.3bn to 1.3bn. Net Leverage ratio dropped significantly from 0.8x to a healthy 0.6x. Balance sheet is solid evidenced by S&P/Moodys rating upgrades."
X Link 2025-12-10T08:37Z [---] followers, [---] engagements
"3.) Peer Comparison Reveals Massive Value Disconnect 🤯 TUI's post-pandemic recovery is being grossly overlooked by the market. Comparing the global travel giant to pure-play cruise operators $CCL and $RCL highlights a significant valuation gap that spells opportunity. The Valuation Snapshot (EV/EBITDA TTM/FY25e): $TUI: 4.0x $CCL (Carnival): 8.5x $RCL (Royal Caribbean): 13.8x Sector Average: 10.0x Why the Discount Historically TUI's complex debt structure and the post-Covid capital raises led to a heavy discount. But the fundamentals have drastically shifted: ✅ Record Profit & Growth: FY25"
X Link 2025-12-10T08:40Z [---] followers, [---] engagements
"4.) TUI Group $TUI The Hidden Asset Moat: Why TUI's Integrated Model is Priceless in the Age of Inflation. 🏰 Forget the low P/E ratio for a momentTUI possesses a deep economic moat rooted in its Hotels & Resorts ownership structure that competitors cannot easily breach. This is critical for long-term value. [--]. Irreplaceable Prime Locations: TUIs portfolio includes prime often beach-front locations secured years ago. As coastal real estate becomes scarcer and building regulations tighten these highly desirable assets (owned or JV e.g. RIU Robinson) are virtually irreplaceable. The best spots"
X Link 2025-12-10T08:43Z [---] followers, [---] engagements
"⚡ NRG ENERGY: THE AI POWER PLAY & THE $12B CAPEX BET ⚡ $NRG is fundamentally transforming itself into an AI-era powerhouse uniquely positioned to capitalize on surging US electricity demand. The AI boom requires massive power and NRG is an undisputed winner focusing on high-demand markets like PJM & ERCOT where prices are climbing. Massive Capacity Leap: NRG is doubling down on supply. The acquisition of [--] gas-fired power plants (13 GW) and the C&I Virtual Power Plant (VPP) platform CPower from LS Power (a $12B cash-and-stock deal) will nearly double NRG's generation capacity to [--] GW. This"
X Link 2025-12-11T03:43Z [---] followers, [--] engagements
"The "Hims & Hers" Playbook is Repeating: Why Rezolve AI $RZLV is the High-Conviction Trade of [----] and has so many similarities with $HIMS in the past. 1/ Many investors missed the 600%+ run on $HIMS because they listened to short sellers in [----] instead of looking at the underlying engine. Today Im seeing a "Glitch in the Matrix." Rezolve AI $RZLV is tracking the exact same trajectorybut with even more explosive fuel. 🚀 2/ The Growth Parallel: In [----] Hims & Hers was the "disruptor" growing at 94%. People called it a fad. Fast forward to Rezolve today: We are looking at a staggering 426%"
X Link 2026-01-14T03:03Z [---] followers, [---] engagements
"1/12 🧬 The "Viagra of Hair Loss" Why Cosmo Pharmaceuticals $COPN is the ultimate asymmetric bet in Biotech right now. With breakthrough Phase III data and a pristine balance sheet $COPN is preparing to disrupt a $20B+ global market. Heres the Deep Dive. 🧵 #Biotech #Investing #Breezula #COPN 2/12 🚀 The Breakthrough: Breezula (Clascoterone 5%) In Dec [----] Cosmo dropped massive Phase III topline results for male pattern baldness (AGA). The study (1465 patients) hit all co-primary endpoints with high statistical significance: ✅ SCALP 1: 539% relative improvement vs. placebo. ✅ SCALP 2: 168%"
X Link 2026-01-19T08:44Z [---] followers, [----] engagements
"1/10 An undervalued turnaround play for [----] = $TRIP Tripadvisor Inc🌍 While the market remains obsessed with Googles AI search threat Tripadvisor has quietly transformed into an "Experiences" powerhouse. The current valuation is a mathematical anomaly. Lets break it down. 🧵👇 2/10 The Valuation Disconnect: As of Jan [--] [----] $TRIP trades at approx. $13.20/share with a Market Cap of $1.55B. With over $1.2B in cash and $1.17B in debt we are looking at an Enterprise Value (EV) of nearly $1.5B. 📉 3/10 The Profit Engine: My [----] Adj. EBITDA forecast stands at $435M+ fueled by: ✅ $85M in"
X Link 2026-01-26T16:21Z [---] followers, [---] engagements
"1/6 Can they actually deliver 🏗 $TRIP Tripadvisor Inc A turnaround is only as good as the team behind it. Lets talk about Matt Goldberg & the $TRIP leadership. This isn't just a cost-cutting story; its a "Media-to-Marketplace" transformation. But do they have the right hands on the wheel 🧵👇 2/6 The CEO: Matt Goldberg 👨💼 Goldberg (ex-Trade Desk News Corp Lonely Planet) was hired in [----] specifically for his background in digital media & M&A. ✅ Success: He stopped the bleeding in the "Brand Tripadvisor" segment and successfully pivoted the narrative toward Viator. ❌ Miss: The "Tripadvisor"
X Link 2026-01-26T16:24Z [---] followers, [---] engagements
"@ahsansoorani Thank you. Oh thats great so Viator should really benefit from it.will be very interesting to see the getyourguide IPO.i can not imagine expedia or uber will wait that long to take stakes in $trip.it is to cheap to ignore"
X Link 2026-01-27T06:55Z [---] followers, [--] engagements
"🧵 The Precious Metals Reset: Why Its Time to Keep a Cool Head 1/ Recent days have seen a sharp pullback in Gold and Silver prices. While red numbers on the screen can be unsettling it is crucial to separate short-term price action from the long-term thesis. Now is the time to stay calm and zoom out. 👇 2/ The Big Picture: Trends Remain IntactDespite the recent volatility the primary bull market remains firmly in place. We are seeing a classic "shakeout." Central bank demand remains at historic highs and the structural driversglobal debt and geopolitical shiftshaven't changed. 3/ Context is"
X Link 2026-02-01T03:17Z [---] followers, [---] engagements
"@Braining123 Yeah patience is the key for longterm success.only when the trend and sentiment will turn you can think about to exit in Gold silver copper etc.but this i dont see at all.so HODL the metalls"
X Link 2026-02-01T07:30Z [---] followers, [--] engagements
"@jayconway13 Do you mean Hecla Mining Mostly i prefer companys with Market cap smaller then [--] Bio $ that there is a higher chance of take over bid"
X Link 2026-02-01T15:24Z [---] followers, [--] engagements
"THE GERMAN INVASION: Why the US Grocery Landscape is hitting a massive structural Tipping Point (2024-2028) 1/ A Thread on why $KR $ADRNY and regional US grocers are entering a "Death Zone" while the German Discounter Duopoly is rewriting the American playbook. 🧵👇 2/ For those unfamiliar with the "German Model" we need to talk about three names that are about to become your neighbors: Aldi Sd Aldi Nord and Lidl. Here is the breakdown of the giants coming for Walmart's lunch: Aldi Sd (operating as "ALDI" in the US): The efficiency king. Famous for the "Quarter-Deposit" carts and"
X Link 2026-02-02T23:57Z [---] followers, [--] engagements
"$TNIE Tonies SE The "Nespresso for Kids" is Scaling into a Global Giant 🧸📈 1/8 The Beat is Real. Tonies SE $TNIE just dropped preliminary FY [----] results and the numbers are a masterclass in execution. Revenue: 630M (+31% YoY / +36% cc) Adj. EBITDA: 53.5M (8.5% margin upper end of guidance) The US is now the #1 market (276M). This isn't just a toy company; its a global audio platform. 🧵👇 2/8 The US Engine & DACH Resilience Critics thought the home market (DACH) was saturated. Wrong. It accelerated to 16% growth in [----]. Meanwhile North America is on fire (+40% cc). The launch of the"
X Link 2026-02-05T07:41Z [---] followers, [---] engagements
"Tonies $TNIE partnership network not just as a "list of brands" but as a strategic Moat (competitive advantage). They have effectively built the "App Store of the Nursery." Here is the breakdown of the tonies partnership ecosystem in English: [--]. The "Global Blockbuster" Pillar (IP Powerhouse) These partnerships ensure that the Toniebox is an immediate "must-have" when entering new markets like the US or Asia. Disney $DIS / Marvel / Star Wars: The cornerstone of the portfolio. With the recent [----] contract extension theyve secured a pipeline of 50+ new figures. From Frozen to The Avengers this"
X Link 2026-02-05T07:45Z [---] followers, [---] engagements
"⚡ Strategic Analysis: The AI Power Surge & The rsted "Fallen Angel" Recovery 1/ The AI Power Hunger: The most significant structural shift in [----] is the AI-Energy Nexus. Big Techs Capex (Microsoft $MSFT Amazon $AMZN Google $GOOG Meta $META) is hitting an estimated $700B+ this year. Their data centers are hungry for "firm" (reliable) carbon-free power. While this lifts the entire sector it highlights the difference between stable providers and turnaround stories. 2/ The rsted Context: 📉 The Anatomy of the Drop: Why rsted Fell 70%+ To understand the [----] outlook we must look at the scars."
X Link 2026-02-08T08:16Z [---] followers, [---] engagements
"$SARO StandardAero Inc posted solid earnings report. Marketcap [---] Bio. $ EV: [----] Bio. $ Adj. EBITDA: [---] Mio. $ Not so cheap but you have to pay a higher price for stable business. They focus on maintenance for aircraft engines & components across commercial & military"
X Link 2025-11-11T13:15Z [---] followers, [---] engagements
"🧵 The Deoleo $OLE Turnaround: Market Cap: [--] Mio EV: [---] Mio EBITDA 2026: [--] Mio EBITDA 2028: [--] Mio Why [----] is the "Showtime" Year 🫒🚀 1/ After a brutal 2-year drought crisis the worlds #1 olive oil player (Bertolli Carbonell) is emerging as a lean cash-generating machine. CVC Capital Partners has spent [----] "cleaning the kitchen" for a massive [----] exit. The Re-Rating Case: From [----] to a Fair Value of [----] 👇 2/ The Macro Tailwind: [----] harvests hit 1.4M tons in Spain (+60% YoY). Prices are cooling from 9/kg peaks to a "sweet spot" of 5.50/kg. Deoleo is keeping retail prices sticky"
X Link 2026-01-07T05:42Z [---] followers, [----] engagements
"🧵 The $TBLD Tinybuild Inflection: From "Survival" to "Sovereignty" 🚀 A Deep-Value Indie Powerhouse Trading at a 'Broken' Valuation Before its [----] Breakout. Getting a Top-Tier AA Pipeline for Free while the Back-Catalogue Prints Cash 1/ The Narrative Shift. The market is still treating @tinyBuild as a struggling indie publisher. But the data from [----] tells a different story. We are witnessing a "Triple Threat" recovery: Operational efficiency critical acclaim for new IPs and a monstrous [----] pipeline. 2/ The [----] "Quality Signal." While everyone waits for the big hitters tinyBuilds 2025"
X Link 2026-01-20T04:50Z [---] followers, [----] engagements
"13/17 UPDATE: The "Mother of All Deals" hits India Just as $OLE enters its "Showtime" year the macro landscape shifted. On Jan [--] [----] the EU and India finalized a landmark Free Trade Agreement. For the worlds #1 olive oil player this isn't just newsits a turbocharger for the [----] EBITDA targets. 🧵 14/17 The 45% Barrier Crumbles: 📉 India has long been a "fortress" market with a prohibitive 45% tariff on olive oil. The Deal: Tariffs will drop from 45% to 0% over the next [--] years. The Impact: Olive oil is moving from an "elite luxury" to a "middle-class staple" in the world's most populous"
X Link 2026-01-29T07:25Z [---] followers, [---] engagements
"$CCK Crown Holdings a nice stable play.a leading supplier of packing solutions. Market Cap: [---] Bio. $ EV: [---] Bio. $ TTM Adjusted EBITDA: [--] Bio. $ EV/EBITDA: [--] Not so cheap but good Risk/Reward with downside protection"
X Link 2025-11-10T06:03Z [---] followers, [---] engagements
"$RLX RLX Technology Inc. is a leading global e-vapor company growing faster then the #vaping market and to cheap to ignore. Market Cap. $2.8 Bio. Net Cash $2.1 Bio. EV $0.7 Bio. Revenue growth yoy: 49% Net Income 2025: $ [---] Mio. USD/RMB: [--] #RLX #cash #smoking"
X Link 2025-11-17T04:31Z [---] followers, [---] engagements
"$ALV.DE Allianz SE - A solid quarter for Allianz. Every portfolio needs compounders like this. Market cap: [---] Bio. Operating Profit Target: minimum [--] Bio. Allianz is a global financial services powerhouse focused on risk management. They operate two main engines: P&C Insurance: Collecting premiums to cover risks (e.g. car home liability) and investing that money. Life/Health Insurance & Asset Management: Selling long-term protection (pensions life policies) and managing third-party funds for stable fee-based revenue. Goal: Underwrite risks profitably grow investment assets and generate"
X Link 2025-11-20T05:07Z [---] followers, [---] engagements
"📉 Asset Management & High Yield: Die LAIQON Wandelanleihe im Check (DE000A351P38) Wer auf den Turnaround beim WealthTech-Pionier LAIQON setzt findet im Wandler (A351P3) ein spannendes Instrument. Zwischen 7% Kupon und starken Ankeraktionren. 🧵👇 [--] Die harten Fakten Zins (Kupon): 700% p.a. ein klares Wort im aktuellen Marktumfeld. Laufzeit: Bis Mai [----]. Wandlungspreis: [----] (Initial). Rendite: Da der Kurs aktuell unter Par notiert (ca. 86-88%) winkt eine Effektivrendite von 14% p.a. [--] Warum das Risiko begrenzt scheint: Die Shareholder Base 🛡Das wichtigste Sicherheitsnetz ist hier die"
X Link 2026-01-09T08:37Z [---] followers, [---] engagements
"Akamai $AKAM shares are rallying after a Morgan Stanley upgrade Going in the right direction and made a small chart breakout 🥳 Shares made some nice gains since my last posting and now slowly the analyst getting more and more positive. Akamai Technologies $AKAM was upgraded by investment analysts at Morgan Stanley from an "underweight" rating to an "overweight" rating in a research report issued to clients and investors on Monday Marketbeat Ratings reports. The firm currently has a $115.00 target price on the technology infrastructure company's stock up from their previous target price of"
X Link 2026-01-12T15:43Z [---] followers, [---] engagements
"1/15 🧵 The Sleeping Giant of the Copper-Gold Revolution: Why $MUX (McEwen Mining) is the ultimate "Sum-of-the-Parts" play for [----]. 🚀 We are witnessing a historic convergence: Record Gold prices meet a structural Copper deficit. At the center of it all Rob McEwens $MUX. Lets dive into the numbers. 👇 2/15 The "Gold Fuel": As of Jan [--] [----] Gold is testing historic highs ($4800/oz). While many juniors struggle with costs $MUX is hitting its stride. With the Stock Mine (Fox Complex) coming online mid-2026 production is set to double by [----]. 3/15 The EBITDA Engine: My [----] forecast A massive"
X Link 2026-01-22T12:46Z [---] followers, [----] engagements
"KuyaSilver (CSE: $KUYA) marks a major milestone Kuya has signed an LOI to acquire the Camila Plant in Peru. This move to vertical integration is a game-changer for their financial profile: 💰 Eliminates toll-milling costs Massive boost to operating margins. 📈 Scalable Growth Plans to expand capacity to [---] tpd by year-end. 🔍 Full Control Optimized metallurgical recovery & operational flexibility. 🛡 De-risking No more dependency on third-party schedules. Accelerating cash flow in a strong silver market 🥈🚀 #Silver #Mining #Peru #Investment #ValueGrowth #SilverStacking #NewsRelease Kuya"
X Link 2026-01-28T06:06Z [---] followers, [---] engagements
"8/ UPDATE: The Inflection is happening NOW. The Feb [----] Trading Update just dropped and confirms the thesis: $TBLD is officially exiting the "trough." Revenue: Trading "slightly ahead" of expectations. EBITDA: Positive in H2 [----] (The turnaround is real). Cash: $4M (Beating forecasts). The market is waking upshares are already reacting. 📈 9/ Validating the "Quality Signal" 🎮 Its not just talk. Recent hits like The King is Watching and Of Ash and Steel are delivering "ahead of expectations." Crucially the back-catalogue is holding firm. This stable cash floor is what funds the 2026"
X Link 2026-02-06T04:42Z [---] followers, [---] engagements
"The "New" Eldorado Gold: A $3 Billion EBITDA Monster in the Making The merger between Eldorado Gold $EGO and Foran Mining $Fom.to is a textbook case of "Perfect Timing" meeting "Hard Assets." Ive crunched the numbers from the latest merger presentation and current [----] spot prices. Heres why the "New Eldorado" is an absolute powerhouse. [--] The Strategic Merger Details 🤝 This isn't just an acquisition; its a portfolio transformation. The Deal: An all-share transaction where $EGO acquires Foran Mining integrating the world-class McIlvenna Bay project in Saskatchewan. Ownership Split:"
X Link 2026-02-07T06:21Z [---] followers, [---] engagements
"The Kyndryl $KD Crash An Accounting Disaster or the "Deep Value" Trade of the Decade 1/ The Bloodbath: $KD shares collapsed 50% today hitting an all-time low of $10.74. The headlines are terrifying: CFO resigns immediately delayed 10-Q SEC investigation and admitted "Material Weaknesses." Most investors are running for the exits. But smart money is asking: Is this a fatal blow or a massive mispricing of an IT giant Lets dig in. 👇 2/ The Panic Signal (The "Why"):The market hates uncertainty. CFO Exit: David Wyshner leaving during an accounting probe is a textbook "Red Flag." SEC Probe:"
X Link 2026-02-09T15:13Z [---] followers, 13.3K engagements
"Nexa Resources $NEXA Deep Dive: The 2026-2028 Transformation 1/11: 🏆Since my last update on $NEXA followers who got in early have already banked 100% returns. But heres the kicker: we are just getting started. This stock still has massive gas in the tank and Im dedicated to bringing my followers even more high-conviction alpha like this. Lets break down why the next leg up is imminent. 2/11: The [----] Foundation Nexa confirmed they hit all [----] targets: 316kt Zinc 33kt Copper and 11MMoz Silver. A key highlight was the Mining C1 cash cost which ended 48% below guidance due to operational"
X Link 2026-02-11T09:06Z [---] followers, [---] engagements
"Why Royalty Pharma $RPRX is the "Banker of Biotech" (and why the market misprices it). 1/10 🧬 The Model: Funding not Farming Most pharma investors bet on "science experiments." $RPRX bets on contracts. They don't mix chemicals. They acquire royalty interests in late-stage or approved drugs. Manufacturing Outsourced to Big Pharma. Sales Force Paid for by Big Pharma. Legal Liability Mostly sits with the marketer. $RPRX is a high-margin financing vehicle disguised as a healthcare stock. 🏦💊 2/10 📉 Correction: The "Zero Risk" Myth Some bulls claim "Zero R&D Risk." This is false. While $RPRX"
X Link 2026-02-11T15:58Z [---] followers, [---] engagements
"The $GRAB Earnings Confirmation: Ignore the After-Hours NoiseFocus on the Fundamentals. 1/ Do not be distracted by the 4% after-hours dip. The market is reacting to a minor revenue miss but the "Signal" is deafening: @grabsg has officially shifted from a growth experiment to a Cash-Flow Compounder. We are witnessing the birth of a Southeast Asian monopoly with an exploding Fintech Engine. 2/ Revenue: Quality over Quantity 🚀 Q4 Revenue grew 19% YoY to $906M. While slightly below top-tier analyst estimates the composition of this revenue is what matters. It is high-margin ecosystem-driven and"
X Link 2026-02-12T03:53Z [---] followers, [---] engagements
"The $GRAB x Stash Masterstroke: How a $425M Acquisition Just Rewrote the Global FinTech Playbook. 🌏🚀 1/ First lets talk about Stash. For those outside the US: Stash is a pioneering FinTech that democratized investing. Its a "Subscription + Micro-Investing" app that allows users to buy Fractional Shares of stocks and ETFs with as little as $0.01. Its not just a broker; its a financial mentor that automates saving and investing for over [--] million people. 2/ Yesterdays news of @grabsg acquiring Stash Financial isnt just an "expansion"it is a tectonic shift. Grab is no longer just buying"
X Link 2026-02-12T04:03Z [---] followers, [----] engagements
"The Bull is Smoking: $BATS [----] Full-Year Results just dropped 1/ British American Tobacco just dropped their Preliminary Results for FY [----]. The takeaway is clear: The transition from a "legacy cigarette company" to a "high-margin nicotine tech player" is accelerating. 🚀 Lets dive into the numbers. #BAT #Investing #Stocks #Dividends 2/ The Financials 📊 Revenue is up 2.1% (constant currency) to 25.6bn. While the world smokes fewer cigarettes (-2% volume) BAT is winning through Pricing Power and New Categories. Adjusted Operating Margin: 44.0% (Elite-level profitability). Operating Cash"
X Link 2026-02-12T07:39Z [---] followers, [---] engagements
"🚨 $AKAM: The Giant is Waking Up. Is a Triple-Digit Explosion Next 🚀 The Edge-Cloud sector just got hit by a dual lightning bolt and the signals are undeniable. If you missed the first two runs from Cloudflare $NET and Fastly $FSLY pay close attention to Akamai $AKAM before Feb [--]. The Setup: [--] Cloudflare $NET set the stage: Reported a massive 34% revenue growth and smashed records with a $42.5M/year annual contractthe largest in its history. [--] Fastly $FSLY ignited the rocket: Skyrocketed +70% after proving that even the smaller players are now printing cash with 23% growth and record 64%"
X Link 2026-02-13T04:18Z [---] followers, [---] engagements
"$IHS IHS Holding Limited - Great overlooked smallcap in a growing market nice results.they are a Telecom Infrastructure TowerCo Market cap: [---] Bio. $ EV: [---] Bio. $ (exclude Leasing) EBITDA 25: [--] Bio. $ Revenue growth: 8% yoy Guidance is raised.data volumen increase.Business will Profit from it. The company is a leading towerco focused on emerging markets. It builds owns and manages shared telecom infrastructure generating revenue by leasing space on its towers to Mobile Network Operators (MNOs) via long-term contracts. This approach drives efficiency and expands connectivity. 📶🌍 #IHS"
X Link 2025-11-12T12:45Z [---] followers, [--] engagements
"$WDH Waterdrop Inc. Perhaps the cheapest insurtech in the world even with its growth rates. Chinese small caps remain unpopular but in the medium to long term the share price usually adjusts to the valuation. (Q3/2025): Market Cap: US$ [---] mm Cash: US$ [---] mm EV: US$ [---] mm Profit before Tax Q3/2025: US$ [--] mm Forecast for [----] EBT: US$ [--] mm EV/EBT 2025: [---] -- crazy cheap Revenue Growth Q3/2025: 38.4% Waterdrop Inc. ($WDH) is a leading China-based InsurTech & health platform. 💧 Its model centers on two main areas: Insurance Marketplace: Brokerage for various health/life insurance products"
X Link 2025-12-08T14:59Z [---] followers, [---] engagements
"Waterdrop Inc. $WDH Q3 [----] Earnings Wrap-Up: Robust Growth & AI Focus 🚀 Waterdrop announced strong Q3 [----] results marking its 15th consecutive quarter of profitability The focus remains on leveraging AI to drive efficiency across its InsurTech and healthcare platform. Key Financial Highlights (Official USD Figures): Total Net Revenue: $136.9 million (RMB 974.9M) up +38.4% YoY. Operating Profit: $16.0 million (RMB 113.8M) soaring +329.8% YoY. Net Profit: $22.3 million (RMB 158.5M) a solid +60.1% YoY increase. Strategic & Operational Successes: Insurance Business: Revenue from this core"
X Link 2025-12-08T14:59Z [---] followers, [---] engagements
"$wdh waterdrop inc. Share Buy Backs are running here every year. They have so many cash the buy back will continue. #buyback #shares"
X Link 2025-12-08T15:15Z [---] followers, [---] engagements
"The AI Infrastructure Super-Cycle: Why Pure Storage $PSTG is the Smart Money Play Following the SanDisk $SNDK Explosion 🧵 1/ If youve been watching the market youve seen SanDisk $SNDK explode. Why Because the world is facing a massive NAND flash shortage. AI data centers are devouring storage. But heres the alpha: SanDisk sells the "bricks" while Pure Storage $PSTG builds the "fortress." 🧱🏰 2/ The SanDisk Signal:The surge in $SNDK is driven by a severe supply crunch and skyrocketing flash prices (+38% projected for 2026). While this benefits raw chipmakers its a massive tailwind for Pure"
X Link 2026-01-14T03:14Z [---] followers, [----] engagements
"@TenbaggerAktien Puh schon mal in Asien gewesen 😅 Asien und insbesondere Thailand ist deutlich sicherer als Deutschland.aber auf jeden Fall erstmal nen schnen Urlaub 🥳"
X Link 2026-02-03T17:51Z [---] followers, [----] engagements
"Mota-Engil ($EGL): The Infrastructure Giant Wall Street is Missing 🏗💎 While the market was distracted by the January volatility a massive value gap has opened up in the European infrastructure space. Im looking at Mota-Engil SGPS $EGL.LS. Here is why the "Building 2030" trajectory makes this a high-conviction play. 🧵 [--] The Valuation Snapshot (Feb 2026) The market is currently pricing $EGL like a struggling construction firm ignoring its transformation into a high-margin infrastructure operator. Stock Price: $4.85 (4.52) Market Cap: $1.52B (1.41B) Net Debt: $1.86B (1.73B) Enterprise Value"
X Link 2026-02-09T08:20Z [---] followers, [---] engagements
"Deine Bewertung fokussierend auf den free Cash Flow ist aber auch nicht so perfekt.finde wichtiger den operativen Cashflow fr die Bewertung heran zuziehen.da durch die Investitionen wie momentan in Rechenzentren neue ROI Multiple entstehen und sich so der Cash Flow noch vervielfltigt.alphabet investiert so viel weil sie sonst die Nachfrage nicht bedienen knnen fr die KI Dienste.davon trumen die meisten companys"
X Link 2026-02-09T12:01Z [---] followers, [---] engagements
"@GothamResearch Great one thanks.i did a small follow up tweet about the valuation and situation: https://x.com/the_analyst_24/status/2020878806148648998s=20 The Kyndryl $KD Crash An Accounting Disaster or the "Deep Value" Trade of the Decade 1/ The Bloodbath: $KD shares collapsed 50% today hitting an all-time low of $10.74. The headlines are terrifying: CFO resigns immediately delayed 10-Q SEC investigation and admitted https://t.co/bp73kbYoC1 https://x.com/the_analyst_24/status/2020878806148648998s=20 The Kyndryl $KD Crash An Accounting Disaster or the "Deep Value" Trade of the Decade 1/"
X Link 2026-02-09T15:30Z [---] followers, [----] engagements
"@optionsmaster69 oh good points.so then the sidelines are much better then to be invested in this area.same with most of SAAS Companys.lets wait for the bottom"
X Link 2026-02-10T07:14Z [---] followers, [--] engagements
"ams OSRAM: THE PHOTONICS REBOUND - Earnings release today After years of restructuring $AMS has finally delivered a "clean" Q4 [----]. The insolvency thesis is dead but the road to tech-champion status is still being paved. Here is the deep-dive. 🧵👇 [--] Q4/25 Results: Delivering on Promises ams OSRAM beat market expectations this morning. Revenue: 874M (strong finish in Automotive). Margins: Adj. EBITDA margin rose to 18.4% proof that cost-cutting is finally filtering through to the bottom line. Cash Flow: 144M Free Cash Flow in FY25. The era of massive cash burn is officially over. [--] 📊"
X Link 2026-02-10T08:39Z [---] followers, [---] engagements
"Oh be careful. there could be extreme swings in both directions when the audit findings come out: Long thesis: No changes in the numbers; only changes in internal controls and adjusted free cash flow - factoring (which is Non-GAAP). Short thesis: The audit report will show findings within the actual numbers. I expect massive volatility in the range of 3050%"
X Link 2026-02-11T03:20Z [---] followers, [---] engagements
"@ACapitalLP The business model is solid even in the age of AI. Such a significant separation from IBM especially with the entire ERP system is a huge challenge. I think the company is well-positioned. Now we just have to wait for the audit report"
X Link 2026-02-11T03:24Z [---] followers, [--] engagements
"$MAT vs. $TNIE: A Tale of Two Toy Worlds The Dinosaur vs. The Platform 🧵 1/11 The Brutal Reality Check. While Tonies $TNIE is accelerating Mattel $MAT just hit a brick wall. Yesterdays Q4 results weren't just a miss; they were a systemic warning. $MAT Stock: -30% (Post-earnings collapse) $MAT Q4 EPS: $0.39 (vs. $0.54 expected) The Vibe: Old School manufacturing meets a high-cost "IP Pivot" that's currently bleeding cash. 2/11 Why Mattel is "Old School" 🦖 Mattel is still trapped in the "Hits & Hype" cycle. Barbie Hangover: Without a $1.4B movie every year the doll segment is flatlining."
X Link 2026-02-11T07:53Z [---] followers, [---] engagements
"1/ ⚒ $BTG B2Gold Corp: The Cheapest Large-Cap Gold Miner on the Market With gold hitting record highs ($4500+) B2Gold is transitioning from a high-yield producer to a massive cash-flow powerhouse. I have crunched the numbers on their EBITDA trajectory through [----]. 🧵👇 2/ The Valuation Snapshot (Jan 2026): Market Cap: $6.1B Net Debt: $438M (funding the final Goose ramp-up) Enterprise Value (EV): $6.5B The market is finally waking up to the massive shift in $BTGs production profile. 📈 3/ EBITDA Forecast (Estimated @ current spot prices): 2025: $1.3B (The "Goose" launch year) 2026: $2.9B -"
X Link 2026-01-12T05:49Z [---] followers, [----] engagements
"1/ ⚒ $BTG Asset Deep-Dive: A Portfolio of High-Margin Machines. B2Golds current valuation doesn't reflect the operational quality. Here is the breakdown of the 1M+ oz annual production engine: 🧵👇 2/ Goose Mine (Backbone of the Future)The newly commissioned project in Nunavut Canada is the crown jewel. 2026e Production: [------] oz 2027e Production: Scaling to [------] oz AISC Target: $1150/oz (Life-of-mine estimate) Status: Commercial production reached in late 2025; now ramping up high-grade underground operations. 3/ Fekola Complex (The Cash Cow)The primary driver of group cash flow in Mali"
X Link 2026-01-12T05:51Z [---] followers, [----] engagements
"@NFL_FantasyNews @B2GoldCorp @kinrossgold There will no big switch i guess.2 different kind of Investors.most funds will not buy in in B2Gold because of the mali country risk.the one who bought will keep their shares for the longterm gain and potential"
X Link 2026-01-16T10:55Z [---] followers, [---] engagements
"The "Scandinavian Arbitrage": Stora Enso Oyj $STERV.HE - good inflation hedge Securing 1.4M Hectares of Forest for Free by [----] 🌲💎 We are looking at a "Value Unlock" in Stora Enso that essentially hands you one of the worlds largest private forest holdings for $0. Here is the breakdown of the [----] Spin-Off opportunity: [--]. The "Free Forest" Math 🧮 Forest Assets: 1.4M hectares (Sweden/Finland). Land prices in Sweden/Finland are holding steady at 6k9k/hectare. Fair Value: 9.5B - 10B. Current Market Cap: 10.5B. The Arbitrage: Buy the company today - The market assigns almost zero value to the"
X Link 2026-01-26T07:16Z [---] followers, [--] engagements
"1/10 Deep Dive the Humble Group AB $HUMBLE = Sustainable Healthy Growing Ambitious Scalable Is the "Swedish Nestle" finally ready for its prime-time breakout After a massive M&A spree Humble Group AB $HUMBLE is pivoting from growth-at-all-costs to a lean cash-generating machine. [----] is the "Year of Efficiency." A thread. 🧵 2/10 The Fundamentals: Humble just reported Q3 [----] results with a solid 10% organic growth reaching 8.08B SEK in revenue. But the real story isn't just the top lineit's the 80M SEK efficiency program kicking in right now. Margins are finally expanding. 📈 Market Cap:"
X Link 2026-01-26T08:42Z [---] followers, [---] engagements
"The $GRAB Consolidation: From Cash-Burn to Southeast Asias Digital Monopoly 🧵👇 1/ The narrative on @grabsg is shifting faster than the market realizes. We are witnessing the birth of a "Cash-Flow Fortress." While the world focused on user growth Grab focused on the Unit Economics of Dominance. 2/ The "Ground Truth" Signal: 🌏 Field reports from Thailand and Vietnam are clear: Mobility coupons have virtually vanished. Food delivery incentives are drying up. The Result Users are staying. This is the "Hook Phase"Grab has become a daily utility and price elasticity is proving to be incredibly"
X Link 2026-02-03T15:48Z [---] followers, [----] engagements
"AMCOR $AMCR: The Packaging Giant Awakens with a juicy dividend yield of 5.9% Post-merger with Berry Global Amcor isn't just a packaging company anymoreits a global cash-flow fortress. After yesterdays Q2 earnings the thesis is clearer than ever. Here is the deep dive into why $AMCR is the [----] compounding play you cant ignore. 🧵👇 1/ The Numbers (Fresh from Q2 2026) Amcor beat expectations with an Adj. EPS of $0.86 (vs $0.84 est.). Revenue jumped 68% YoY to $5.45B as the Berry integration hits the books. The market is reacting: stock is up +2% today hovering around $44.65. 2/ The "Reverse"
X Link 2026-02-04T04:18Z [---] followers, [---] engagements
"1/12: The Upwork Post-Earnings Deep Dive Yesterday's $UPWK Q4 earnings report was a classic "Beat and Bleed" scenario. While headlines showed a beat on Top & Bottom line the stock took a -20% hit AH. Is the market overreacting or is AI-disruption finally showing its teeth Let's break it down. 2/12: The Good The Bad & The Ugly 📊 The Good: Revenue hit $198.4M (4% YoY beat). Adjusted EBITDA at $52.9M (27% margin). The Bad: Q1 [----] Guidance missed big. Revenue $192-197M vs $201M expected. The Ugly: Active Clients down 6% YoY. The platform is shrinking while trying to grow. 3/12: The Management"
X Link 2026-02-10T04:10Z [---] followers, [---] engagements
"@optionsmaster69 Good addition it will be interesting to see what Fiver's earnings are like whether it's just a problem for Upwork or a general industry trend"
X Link 2026-02-10T04:46Z [---] followers, [--] engagements
"Kyndryls Opportunity: Kyndryl has a more modern cloud-agnostic approach with its Kyndryl Bridge platform. It has successfully captured the "Consulting" side of AI showing double-digit growth in services that help legacy clients migrate to AI-ready infrastructures. DXCs Challenge: DXC is more focused on internal efficiency and specific SaaS niches (like Insurance). It remains at risk of AI cannibalizing its traditional outsourcing revenue where automated systems might replace human-managed IT services. Opportunity for Kyndryl: If the current accounting irregularities (the reason for the 50%"
X Link 2026-02-11T03:30Z [---] followers, [---] engagements
"Yes good point bcs under the Sarbanes-Oxley Act (SOX) public companies must maintain rigorous internal controls over financial reporting. While the CFO builds the numbers the GC is responsible for the framework of compliance. Kyndryl admitted to "material weaknesses." This suggests that the legal and compliance infrastructure failed to catch or prevent accounting irregularities. If the GC cannot guarantee that the company's internal "policing" is working they lose the confidence of the Board and the regulators. In a positive scenario only the Adjusted Free Cash Flow is incorrect and this is"
X Link 2026-02-11T14:35Z [---] followers, [---] engagements
"@plan0815 Also ich finde beide Postings noch in meiner Timeline 😅 wobei ich von Rezolve weiterhin berzeugt bin und Trip super gnstig ist aber der Markt die Aktie nicht mag.habe Trip mit Verlust verkauft.in Rezolve bleibe ich investiert"
X Link 2026-02-13T16:02Z [---] followers, [--] engagements
"1/15 🧵 The Sleeping Giant of the Copper-Gold Revolution: Why $MUX (McEwen Mining) is the ultimate "Sum-of-the-Parts" play for [----]. 🚀 We are witnessing a historic convergence: Record Gold prices meet a structural Copper deficit. At the center of it all Rob McEwens $MUX. Lets dive into the numbers. 👇 2/15 The "Gold Fuel": As of Jan [--] [----] Gold is testing historic highs ($4800/oz). While many juniors struggle with costs $MUX is hitting its stride. With the Stock Mine (Fox Complex) coming online mid-2026 production is set to double by [----]. 3/15 The EBITDA Engine: My [----] forecast A massive"
X Link 2026-01-22T12:46Z [---] followers, [----] engagements
"Humble Group Q4 & Full-Year [----] 🍬📈 The numbers are out and it's time to adjust the model. Humble Group $HUMBLE.ST is transitioning from an M&A machine into an operational powerhouse. Here is the reality check for [----]. 🧵 1/ The [----] Reality Check Net Sales (FY 2025): [----] MSEK (Up +5% YoY). Q4 Sales: [----] MSEK (+1% reported but +6% organic growth offset by -4% currency headwinds). The Takeaway: Growth has normalized. The "hyper-growth" era is over replaced by a focus on sustainable organic scaling. 2/ Profitability & The Pivot Adj. EBITA (FY 2025): [---] MSEK (Margin: 6.9%). Bottom Line:"
X Link 2026-02-13T07:18Z [---] followers, [---] engagements
"1/10 Deep Dive the Humble Group AB $HUMBLE = Sustainable Healthy Growing Ambitious Scalable Is the "Swedish Nestle" finally ready for its prime-time breakout After a massive M&A spree Humble Group AB $HUMBLE is pivoting from growth-at-all-costs to a lean cash-generating machine. [----] is the "Year of Efficiency." A thread. 🧵 2/10 The Fundamentals: Humble just reported Q3 [----] results with a solid 10% organic growth reaching 8.08B SEK in revenue. But the real story isn't just the top lineit's the 80M SEK efficiency program kicking in right now. Margins are finally expanding. 📈 Market Cap:"
X Link 2026-01-26T08:42Z [---] followers, [---] engagements
"🚨 $AKAM: The Giant is Waking Up. Is a Triple-Digit Explosion Next 🚀 The Edge-Cloud sector just got hit by a dual lightning bolt and the signals are undeniable. If you missed the first two runs from Cloudflare $NET and Fastly $FSLY pay close attention to Akamai $AKAM before Feb [--]. The Setup: [--] Cloudflare $NET set the stage: Reported a massive 34% revenue growth and smashed records with a $42.5M/year annual contractthe largest in its history. [--] Fastly $FSLY ignited the rocket: Skyrocketed +70% after proving that even the smaller players are now printing cash with 23% growth and record 64%"
X Link 2026-02-13T04:18Z [---] followers, [---] engagements
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