[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

[@joedab12](/creator/twitter/joedab12)
"$NB gift of a dip here I am stacked with 15k shares first entry below X added a lot more friday and today. Offering announced below XX pumped to XX and sold off slightly. This thing has a lot of upside and is critical with niobium mines in Brazil. My friend sent me this tidbit"  
[X Link](https://x.com/joedab12/status/1977778331992064496) [@joedab12](/creator/x/joedab12) 2025-10-13T16:47Z XXX followers, 4180 engagements


"if this wafer run with their fabless rf licensee goes well- good chance we hear something in the early part of 2026 or sooner. This is one of the test runs that started around february. Soitec and/or the foundry licensee would likely be involved(ceo has connected foundry licensee and fabless rf previously)"  
[X Link](https://x.com/joedab12/status/1978169928353235268) [@joedab12](/creator/x/joedab12) 2025-10-14T18:43Z XXX followers, XXX engagements


"i can dig up specific screenshots later its all from patent activity. Atomera has ndas not allowing them to name the engagements. STMicro is nearest to production and they are allowed to use their name. Soitec also had a joint PR with Atomera last year soitec makes soi wafers as well as GaN and SiC. Standby for more when I have time"  
[X Link](https://x.com/joedab12/status/1973492580081082530) [@joedab12](/creator/x/joedab12) 2025-10-01T20:57Z XXX followers, XXX engagements


"$ATOM not to mention the testing with X HUGE customers that started in February and should be complete by Nov/Dec.big upside if test results go well nothing guaranteed but great risk:reward ratio IMO. Medium size position for me"  
[X Link](https://x.com/joedab12/status/1978158866207592823) [@joedab12](/creator/x/joedab12) 2025-10-14T18:00Z XXX followers, XXX engagements


"$ISRG great spot for a long starter here after listening to Larry Ellison talk about how he believes surgeries will be done with robots as much as possible yesterday. Also an nvidia partner"  
[X Link](https://x.com/joedab12/status/1978534101360509322) [@joedab12](/creator/x/joedab12) 2025-10-15T18:51Z XXX followers, XXX engagements


"$EQT monster move and should continue higher in coming months. All pullbacks are buying apps-not many natural gas companies can claim to be on a path towards being DEBT FREE and increasing free cashflow at such a rapid rate. This is an amazing feat with plenty of data center upside. more to come on this one 1500 shares so far and adding pullbacks would love to see below XX but probability of that is under XX% IMO"  
[X Link](https://x.com/joedab12/status/1973446607233503354) [@joedab12](/creator/x/joedab12) 2025-10-01T17:55Z XXX followers, XXX engagements


"$ORCL last chance to buy under $XXX may very well be friday. Oracle has a lot to show off next week at their AI world event. A few possibilities: Some or all of the $45b in pipeline RPO Safra mentioned on the last call was still being negotiated. The advantage they have in customized AI solutions for enterprises using proprietary data thats already on OCI this is huge IMO. App development progress using code assist-this will really get their opex down in the coming years Huge call buying came in this week. This company has a huge advantage that still isn't being priced in. I see new highs in"  
[X Link](https://x.com/joedab12/status/1976469970268848607) [@joedab12](/creator/x/joedab12) 2025-10-10T02:08Z XXX followers, 2860 engagements


"$ORCL bye bye sub XXX it was fun. 1k shares long and strong. THE best AI infra play. And yes I own $NBIS and $CRWV but they will be commoditized while $ORCL will be the most specialized and valuable because of their DATA MOAT"  
[X Link](https://x.com/joedab12/status/1978871069990883676) [@joedab12](/creator/x/joedab12) 2025-10-16T17:10Z XXX followers, 1450 engagements