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[@rubicon59](/creator/twitter/rubicon59)
"$TGEN inexplicably is +35% today on the same fundraising news that drove the stock down just a few days earlier. Go figure. 🤷♂"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1946280212414579102) 2025-07-18 18:45:37 UTC 15.7K followers, 3078 engagements


"@epsilonTal is from whom I first learned about $NXSN"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1940465051565281407) 2025-07-02 17:38:15 UTC 15.7K followers, 4685 engagements


"Not mentioned but $MRVL is a key vendor providing 800G and 1.6T optical modules directly supporting the AI-driven demand"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1943318962059489375) 2025-07-10 14:38:40 UTC 15.7K followers, 6852 engagements


"A rollup compounder I like $VHI (Canada) - Fast growth - Low multiple - High margins - High return on acquisitions - Entrenched recurring revenues"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1749865926667927811) 2024-01-23 18:45:22 UTC 15.7K followers, 25.1K engagements


"Anyone notice how $APP now is in the big leagues"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1936667919972442407) 2025-06-22 06:09:48 UTC 15.7K followers, 5584 engagements


"$IESC hits an ATH. No idea why now. +54% YTD"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1945524792766927049) 2025-07-16 16:43:51 UTC 15.7K followers, 9674 engagements


"None of these players will be able to get off the capex threadmill untill the AI market matures to some degree which is clearly many years away"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1944547142594637866) 2025-07-13 23:59:01 UTC 15.7K followers, 2063 engagements


"@LovinAppLovin @accrued_int Better because the $APP network is expressly optimized for ads converting to sales within a very short time period"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1947805758059413754) 2025-07-22 23:47:35 UTC 15.7K followers, XXX engagements


"@LovinAppLovin @accrued_int Untill very recently the $APP network was restricted to games-only ads. Not so any more and expanding"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1947802922688909328) 2025-07-22 23:36:19 UTC 15.7K followers, XXX engagements


"$NXSN +100% in 1yr. and the best is yet to come. $NXSN.TA"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1889929005249462529) 2025-02-13 06:46:02 UTC 15.7K followers, 2797 engagements


"My guess is $XXX Q2 eps is far more likely putting $SEZL on track for $XXX FY25 eps. That would make the current multiple 30x -- not bad for such a hypergrower"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1945895491574669600) 2025-07-17 17:16:52 UTC 15.7K followers, 3163 engagements


"$NXSN has doubled since tweet and now @ 24x PE. vs XX% expected growth. (A "triple" in Dec XX tweet was a typo ☹.)"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1919833193022193914) 2025-05-06 19:14:36 UTC 15.7K followers, 6021 engagements


"Growth as-guided for just two years (realistic) with a modest multiple expansion to 25x will produce 2.5x bagger. $NXSN # 🤷♂"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1874810564846944526) 2025-01-02 13:30:45 UTC 15.7K followers, 2815 engagements


"I think this acquisition of Arrow by $IESC may have just put $PSIX in play if it wasnt already"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1886950757590819273) 2025-02-05 01:31:33 UTC 15.7K followers, 8983 engagements


"@jinacapital @grok Funny I just tried asking grok this same question and the answer is wildly wrong :-(("  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1944149156295004626) 2025-07-12 21:37:34 UTC 15.7K followers, XXX engagements


"@LovinAppLovin @accrued_int Eventually anything advertized on $META properties will be advertizable on the $APP network but better. And the $APP network active users arent that much fewer than $METAs"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1947805195452174437) 2025-07-22 23:45:21 UTC 15.7K followers, XXX engagements


"The US is Planning a Massive Increase in the Use of its Drones. $7b/yr vs $160m $NXSN revenue. HT @6d617474"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1917935367162069109) 2025-05-01 13:33:19 UTC 15.7K followers, 1853 engagements


"$NXSN is at $54m booked revenue now for 2025 (vs. $XXX guidance). Just about on track. $NXSN.TA"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1892612263674048822) 2025-02-20 16:28:21 UTC 15.7K followers, 3815 engagements


"AI demand & supply data keep improving almost daily within an exponential framework. $NVDA $AMD $MRVL $AVGO"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1945636272728383758) 2025-07-17 00:06:50 UTC 15.7K followers, 5093 engagements


"$NXSN has booked XX% of guidance 1.5months into the year. While orders are lumpy looks to me ahead of schedule FWIW"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1891050258135707655) 2025-02-16 09:01:30 UTC 15.7K followers, 2206 engagements


"Sounds like heresy but despite being up +30x since Jan'24 $SEZL still looks like great value here $94/sh"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1924288329601991058) 2025-05-19 02:17:43 UTC 15.7K followers, 29.7K engagements


"$TGEN even after a recent runup has a lot of potential in the data center power/cooling market. It has unique chiller tech especially suited to free up precious power and a potentially transformative deal with $VRT HT @Mike10947310"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1924913281397096492) 2025-05-20 19:41:04 UTC 15.7K followers, 64.8K engagements


"The only viable $NXSN competitor a Chinese company is out of the picture selling to Western or Indian militaries. The TAM is blue sky vs. current sales and the company is expanding its camera market share with X new products each year such as liquid-cooled cameras aimed at higher-altitude applications. $NXSN.TA"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1891201879973286313) 2025-02-16 19:03:59 UTC 15.7K followers, 2790 engagements


"I much prefer $APP here but having said that $SNAP seems to be turning itself into an attractive business"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1944482408725950670) 2025-07-13 19:41:47 UTC 15.7K followers, 3119 engagements


"Still true. And still at a valuation to make Ben Graham proud. $nxsn"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1882248223533990038) 2025-01-23 02:05:21 UTC 15.7K followers, 4158 engagements


"$NXSN is +69% in 3mos since tweet and +2.25x since October lows"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1899831360296292718) 2025-03-12 14:34:28 UTC 15.7K followers, 3245 engagements


"$APP network is 1.6b DAUs vs. $SNAP s 460m. But not apples-to-apples comparable for various reasons. $APP s gamers are much more monetizable than $SNAP messaging users. On the other hand $SNAP gets to keep all of its ad revenue while $APP has to share with game publishers"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1944481460767072369) 2025-07-13 19:38:01 UTC 15.7K followers, 2861 engagements


"European defense sector booming with the prospect of increased military spending. A significant portion of Next Visions revenue comes from Europe. The company is growing at triple-digit rates generating cash and trading at 15x 2025 earnings. $NXSN"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1896795203354423299) 2025-03-04 05:29:51 UTC 15.7K followers, 5194 engagements


"Folks keep leaving out $MRVL but we shall see what happens"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1944185459287969976) 2025-07-13 00:01:49 UTC 15.7K followers, 7973 engagements


"Note that ABB is a major supplier of synchronous generators. Bodes well for $PSIX"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1945856760041836646) 2025-07-17 14:42:58 UTC 15.7K followers, 9329 engagements


"Almost certainly given $APP growth its ad market share on mobile games is expanding rapidly; and thats before even expansion into e-commerce advertising. - iOS: AppLovin held a XX% share of mobile game ad revenueleading the segment. Unity Ads followed with XX% Google AdMob had XX% and ironSource was at X% . - Android: AppLovin captured XX% ranking just behind Google AdMob (28%) and significantly ahead of Unity (13%) and Mintegral (11%)"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1944129508669628809) 2025-07-12 20:19:29 UTC 15.7K followers, 3128 engagements


"$MRVL expected to continue benefiting from expansion in both custom computing and interconnect segments"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1943320129262997509) 2025-07-10 14:43:18 UTC 15.7K followers, 5112 engagements


"$SEZL current Q2 consensusl eps of $XXXX doesnt seem to make sense as they did $X eps in Q1 (beating $XXXX consensus) The business also has been on the upward trajectory and a new product was introduced at the end of Q4"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1945845841886892273) 2025-07-17 13:59:35 UTC 15.7K followers, 4367 engagements


"$NXSN likely reacting to the fast-approaching end of the Uktaine war $NXSN.TA"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1889731627439268233) 2025-02-12 17:41:44 UTC 15.7K followers, 3604 engagements


"IMHO $NXSN is a superior business to $PNG.V and is much cheaper.🤷♂"  
![@rubicon59 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::17825986.png) [@rubicon59](/creator/x/rubicon59) on [X](/post/tweet/1892429136238358692) 2025-02-20 04:20:40 UTC 15.7K followers, 7865 engagements