[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.]

[@ConvictionLab](/creator/twitter/ConvictionLab)
"@michaelsikand Here are X clear bullish reasons to buy Kraken Robotics ($KRKNF / $PNG) right now 👇 1.Explosive Defense & AI Exposure Kraken builds underwater robotics sonar and data systems right at the intersection of AI defense and maritime tech. Governments are massively increasing subsea surveillance and defense spending (NATO US Canada Australia). 2.Real Contracts Real Revenue Unlike most microcaps Kraken has steady multi-year defense contracts with navies worldwide. 2024 revenue growth was up XX %+ YoY with strong gross margins (45 %). 3.Hardware + Software Ecosystem They dont just"  
[X Link](https://x.com/ConvictionLab/status/1976378091711906089) [@ConvictionLab](/creator/x/ConvictionLab) 2025-10-09T20:03Z 1326 followers, XXX engagements


"$KRKNF Kraken Robotics Goldman Sachs quietly entered before the crowd. 🦈 Heres why that matters 👇 ✅ Institutional validation Goldman doesnt touch microcaps without reason. Their position signals Kraken has moved onto the institutional radar. ✅ Timing They bought in late September right before the company dropped its investor deck outlining $100m+ revenue run-rate expanding navy contracts and the Anduril partnership. ✅ Strategic positioning Goldman often starts small in pre-uplisting names. If Kraken moves to Nasdaq in 2026 that toe-in-the-water could turn into serious gains. ✅ Smart-money"  
[X Link](https://x.com/ConvictionLab/status/1976405997653471368) [@ConvictionLab](/creator/x/ConvictionLab) 2025-10-09T21:54Z 1326 followers, XXX engagements


"$VG This sell-off is a headline/liability reaction not a collapse in the underlying LNG business. The BP arbitration doesnt threaten operations or project financing. Venture Global is still exporting LNG still cash-generating. The market hates uncertainty so youre seeing short-term fear selling. Historically these kinds of legal headlines get oversold then stabilize within a few sessions once traders realize the project continues"  
[X Link](https://x.com/ConvictionLab/status/1976410053759451143) [@ConvictionLab](/creator/x/ConvictionLab) 2025-10-09T22:10Z 1327 followers, 7499 engagements


"Why $VGs setback could quietly fuel $NEXT Venture Global just took a hit in arbitration with BP a $X billion+ claim tied to delayed LNG deliveries. Its another credibility dent following the Shell dispute. Heres why that may actually be bullish for NextDecade ($NEXT): 🔥 $NEXTs Rio Grande LNG contracts are clean fully executed no arbitration drama. 💼 Lenders & buyers crave reliability. VGs legal noise pushes confidence (and capital) toward $NEXT. 📈 Investors often rotate sell $VG / buy $NEXT. 🌎 Both tap surging global LNG demand but only one now carries a credibility premium. Sometimes"  
[X Link](https://x.com/ConvictionLab/status/1976412522698686846) [@ConvictionLab](/creator/x/ConvictionLab) 2025-10-09T22:20Z 1327 followers, 2307 engagements


"Keep the conviction. $GRAB"  
[X Link](https://x.com/ConvictionLab/status/1976751196238233641) [@ConvictionLab](/creator/x/ConvictionLab) 2025-10-10T20:46Z 1326 followers, 3133 engagements


"The market calls $NEXT risky. Insiders call it a buy. NextDecade is building one of the largest LNG projects in the world. Trains under construction majors like Shell/Total/Aramco signed for XX yrs. $X stock backed by billions in committed financing. Insiders just spent millions buying at these levels. If this project fails its not just a company embarrassment its an American energy embarrassment. Thats why Im long $NEXT. Optionality: $X = I buy more. Execution = $1530. Risk/reward doesnt get much clearer"  
[X Link](https://x.com/ConvictionLab/status/1972776813949862108) [@ConvictionLab](/creator/x/ConvictionLab) 2025-09-29T21:33Z 1327 followers, 1619 engagements


"Big move in $NEXT Hanwha Aerospace just filed a Form X showing they bought over X million shares of NextDecade on Sept 2324 at around $X. That brings their total stake to XXXX million shares. This is serious insider conviction. LNG demand is only getting bigger and now you have a major institutional player stepping in heavy at these levels. $X is no longer just a number on the chart its a price backed by strategic money. Sometimes the biggest signals are in the filings not the headlines"  
[X Link](https://x.com/ConvictionLab/status/1972995803804209330) [@ConvictionLab](/creator/x/ConvictionLab) 2025-09-30T12:03Z 1327 followers, XXX engagements


"Locked my first 5000 shares of $NEXT at an average of $XXXX. This is my core position. Plan is to scale up towards 20000 shares over time using dips to build. This isnt a trade for me its a conviction play on one of the biggest LNG projects in the world backed by majors and billions in financing. Strong start. Now its about patience and execution"  
[X Link](https://x.com/ConvictionLab/status/1973392889376801183) [@ConvictionLab](/creator/x/ConvictionLab) 2025-10-01T14:21Z 1327 followers, 1623 engagements


"If you didnt load $NEXT in the $6.50s thats on you. This isnt a trade its the future of U.S. LNG. Billions locked in 20-year contracts signed insiders buying heavy. Too big to fail too strategic to ignore. Were not here for pennies. Were here for a re-rate. $XX $XX $XX. Conviction wins"  
[X Link](https://x.com/ConvictionLab/status/1974187498046943604) [@ConvictionLab](/creator/x/ConvictionLab) 2025-10-03T18:59Z 1327 followers, 1529 engagements


"🔹 NextDecade ($NEXT) At $XXXX $NEXT was a steal. This is Americas largest LNG buildout backed by Aramco Total Shell. Too big to fail. Youll chase at $XX. Youll beg at $XX. Conviction only. Tourists get wrecked"  
[X Link](https://x.com/ConvictionLab/status/1974189195746033934) [@ConvictionLab](/creator/x/ConvictionLab) 2025-10-03T19:05Z 1327 followers, 2582 engagements


"I run a 10-company conviction portfolio. No hype no guessing just high-conviction plays Im willing to size into and hold. 📌 My core focus: LNG buildout ($NEXT) Fintech & payments ($DLO $GRAB) AI & cybersecurity ($RBRK $NVDA) Data center & infra ($VRT) Healthcare fortress ($UNH) Ethereum treasuries ($BMNR $SBET) Robotics wildcard ($RR) I dont chase noise. I build positions sell options for income and hold through volatility. Follow if you want alpha takes insider buying alerts and real skin in the game. The market rewards conviction. Ive got mine"  
[X Link](https://x.com/ConvictionLab/status/1974213518627909689) [@ConvictionLab](/creator/x/ConvictionLab) 2025-10-03T20:42Z 1327 followers, 1545 engagements


"$NEXT 5000 shares. Average $XXXX sitting above $XXXX and holding strong. This isnt a trade. Its Americas largest LNG buildout backed by Aramco Total and Shell. Too big to fail. Too early to ignore. We dont chase moves. We build positions before the world wakes up"  
[X Link](https://x.com/ConvictionLab/status/1975478448018907601) [@ConvictionLab](/creator/x/ConvictionLab) 2025-10-07T08:28Z 1327 followers, 1631 engagements


"CFO transitions happen especially after major financing phases like $NEXT just completed. Brent Wahl did his job securing the capital structure. Hes staying on through year-end to ensure a smooth handover which tells me its planned not panic. The story hasnt changed execution at Rio Grande LNG is what matters now"  
[X Link](https://x.com/ConvictionLab/status/1975925262446407708) [@ConvictionLab](/creator/x/ConvictionLab) 2025-10-08T14:04Z 1327 followers, XXX engagements


"@VGDeepDive Fair point LNG is a commodity and pricings largely uniform. The edge isnt in the molecule its in execution delivery and trust. Thats where $NEXT can quietly win market share while $VG deals with arbitration headlines"  
[X Link](https://x.com/ConvictionLab/status/1976417175444537435) [@ConvictionLab](/creator/x/ConvictionLab) 2025-10-09T22:39Z 1327 followers, XXX engagements


"Added more $GRAB $580"  
[X Link](https://x.com/ConvictionLab/status/1978857571147456573) [@ConvictionLab](/creator/x/ConvictionLab) 2025-10-16T16:16Z 1326 followers, 24.2K engagements


"They said why are you buying grab its a shit company. $Grab"  
[X Link](https://x.com/ConvictionLab/status/1968680233113915500) [@ConvictionLab](/creator/x/ConvictionLab) 2025-09-18T14:15Z 1328 followers, 4092 engagements


"🔹 Richtech Robotics ($RR) Robotics is the future. Humanoids are coming. $RR is tiny today $X looks like nothing if this narrative catches fire. This is my wildcard. Could 10x. Could go to zero. Thats how asymmetric bets work"  
[X Link](https://x.com/ConvictionLab/status/1974190425159450639) [@ConvictionLab](/creator/x/ConvictionLab) 2025-10-03T19:10Z 1329 followers, XXX engagements


"@PLTR4US Turned out to be correct about $VG"  
[X Link](https://x.com/ConvictionLab/status/1976415184433611256) [@ConvictionLab](/creator/x/ConvictionLab) 2025-10-09T22:31Z 1327 followers, XXX engagements


"If we get more red this week Im buying strength on sale: $VRT AI data-center choke point. Add mid-150s. $AMKR AI packaging torque. Sweet spot 2223. $CAMT HBM/advanced packaging metrology. Near 50-DMA. $DOCN recurring cloud + FCF. 3536 add low-33s. $NVT data-center electrification/liquid cooling. At 50-DMA. Have your bids ready. Conviction noise"  
[X Link](https://x.com/ConvictionLab/status/1977154832759742825) [@ConvictionLab](/creator/x/ConvictionLab) 2025-10-11T23:30Z 1326 followers, XXX engagements


"📊 Portfolio Update Mid-October 2025 Markets swing conviction doesnt. Ive built positions across AI energy fintech defence and infrastructure all with long-term asymmetric potential. Current holdings: $GRAB Southeast Asias super-app; still early in its breakout. $DLO Profitable fintech growth; cross-border payments leader. $NEXT LNG export build-out; long-term U.S. energy infrastructure play. $VG Venture Global LNG; real-world scale and delivery momentum. $VRT Data-centre backbone; AI power and cooling exposure. $RBRK Cybersecurity growth name with high enterprise adoption. $UNH Defensive"  
[X Link](https://x.com/ConvictionLab/status/1978521760023642175) [@ConvictionLab](/creator/x/ConvictionLab) 2025-10-15T18:02Z 1321 followers, XXX engagements


"@StockMKTNewz $ASPI - $RR - $BMNR in that order although I averaged down on $ASPI"  
[X Link](https://x.com/ConvictionLab/status/1978938584154411273) [@ConvictionLab](/creator/x/ConvictionLab) 2025-10-16T21:38Z 1326 followers, 1932 engagements


"@Kody__Rogers Wasnt my question"  
[X Link](https://x.com/ConvictionLab/status/1979186804214354027) [@ConvictionLab](/creator/x/ConvictionLab) 2025-10-17T14:04Z 1319 followers, XX engagements