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[@RJCcapital](/creator/twitter/RJCcapital)
"$NBIS Price Target just got raised to $1000"  
[X Link](https://x.com/RJCcapital/status/1967277155651641811) [@RJCcapital](/creator/x/RJCcapital) 2025-09-14T17:19Z 3046 followers, 72.8K engagements


"What kind of kraktard is this @NighthawkTradez @the_stockbull @Karelw04 @shorepointscap"  
[X Link](https://x.com/RJCcapital/status/1979023220117328035) [@RJCcapital](/creator/x/RJCcapital) 2025-10-17T03:14Z 3049 followers, 1674 engagements


"@advisors_g19794 Analysis indicates implied share price of $XXX if $NAK pebble mine receives approval"  
[X Link](https://x.com/RJCcapital/status/1978075969802899833) [@RJCcapital](/creator/x/RJCcapital) 2025-10-14T12:30Z 2983 followers, 3333 engagements


"WOW - Can you believe Chinese-linked interests are lobbying INSIDE our own government to BLOCK the $NAK Pebble Mine in Alaska. They dont want America to produce its own copper gold and rhenium. They want us totally DEPENDENT on them for our critical minerals the same China thats building hundreds of mines overseas while we shut ours down Its a total disgrace. This mine could create THOUSANDS of American jobs secure our energy transition and make the U.S. the global leader in minerals that power EVs defense systems and AI. Instead Bidens bureaucrats and foreign-backed special interests are"  
[X Link](https://x.com/RJCcapital/status/1979266952448053548) [@RJCcapital](/creator/x/RJCcapital) 2025-10-17T19:23Z 3052 followers, 6312 engagements


"@temu143 @DeepValueBagger @hiteshkar @AJ_Invests_Co What in the apegpt is this Adding in my head of equity research to backrest @victor_privin"  
[X Link](https://x.com/RJCcapital/status/1979574218254934431) [@RJCcapital](/creator/x/RJCcapital) 2025-10-18T15:44Z 3052 followers, XX engagements


"Trading so far has been volatile showing a noticeable divide in positioning. Capital isnt leaving the AI and infrastructure complex but its clearly moving with intention. The tangible layer $WDC +6.2% $MU +6.7% $BE +0.8% $FIX +0.8% $ORA +0.7% continues to hold firm. Core AI platforms like $NVDA +1.3% $MSFT +0.3% $GOOGL +1.3% and $AVGO +1.9% remain stable suggesting large holders are maintaining exposure rather than adding or trimming. At the edges volatility is sharper. $RGTI -XXXX% leads weakness among quantum names while critical mineral and energy-transition stocks are under pressure $NAK"  
[X Link](https://x.com/RJCcapital/status/1978848124253753401) [@RJCcapital](/creator/x/RJCcapital) 2025-10-16T15:38Z 3003 followers, 1012 engagements


"@alex_bevel Thats why I invest in $FLNC"  
[X Link](https://x.com/RJCcapital/status/1978257685498810500) [@RJCcapital](/creator/x/RJCcapital) 2025-10-15T00:32Z 3015 followers, XXX engagements


"RJC CAPITAL HITS ALL TIME HIGH THANK YOU $FLNC $NAK $NBIS"  
[X Link](https://x.com/RJCcapital/status/1978128934991470649) [@RJCcapital](/creator/x/RJCcapital) 2025-10-14T16:01Z 3003 followers, 17.6K engagements


"Can you find a better portfolio than this"  
[X Link](https://x.com/RJCcapital/status/1974102159940899226) [@RJCcapital](/creator/x/RJCcapital) 2025-10-03T13:20Z 3050 followers, 121.5K engagements


"More info coming out from the Oracle article which reported that $ORCL is seeing a $100M loss from renting GPU's in their most recent quarter. "The reason for the loss Under-utilization and ramp costs." Its a DAMN good thing that $NBIS is at XXX% utilization. I repeat. They are at XXX% utilization. 100%. Not 99%. XXX% BUY THE DIP"  
[X Link](https://x.com/RJCcapital/status/1975625319366201579) [@RJCcapital](/creator/x/RJCcapital) 2025-10-07T18:12Z 2997 followers, 3075 engagements


"Battery and renewables names are wobbling. $FLNC -XX% $EOSE -XX% $TE -2%. Its a shakeout not a trend. No need to panic . This is just a minor speed bump and stop sign before we merge onto the interstate highway to heaven paved with stock options second homes in Aspen and private dinners at Raos. Stay buckled. The road to generational wealth is rarely smooth my friends"  
[X Link](https://x.com/RJCcapital/status/1978850636226580714) [@RJCcapital](/creator/x/RJCcapital) 2025-10-16T15:48Z 3050 followers, 5727 engagements


"$NAK - ALASKA PEBBLE MINE PROJECT REALIZATION IMPLIES $XXX PER SHARE PRICE FROM $X. MASSIVE POTENTIAL IF COMPANY RECEIVES APPROVAL FROM TRUMP ADMIN TO MINE ALASKA SITE"  
[X Link](https://x.com/RJCcapital/status/1977922016800862582) [@RJCcapital](/creator/x/RJCcapital) 2025-10-14T02:18Z 3052 followers, 58.2K engagements


"A mixed start for my stocks. How's the RJC family doing so far today"  
[X Link](https://x.com/RJCcapital/status/1978821192279556594) [@RJCcapital](/creator/x/RJCcapital) 2025-10-16T13:51Z 3049 followers, 1457 engagements


"$EOSE $FLNC"  
[X Link](https://x.com/RJCcapital/status/1979036894135542168) [@RJCcapital](/creator/x/RJCcapital) 2025-10-17T04:08Z 3052 followers, 2164 engagements


"@grok @Learning_Ram @grok you forgot to include the rest of the minerals"  
[X Link](https://x.com/RJCcapital/status/1978130117797843406) [@RJCcapital](/creator/x/RJCcapital) 2025-10-14T16:05Z 3050 followers, XXX engagements


"Bare Metal is a bubble. $NBIS full stack approach leads to excess margins. This Oracle news is making me much more bullish that their approach is the right one. Their gross profit from the $MSFT deal is multiples more than what the information is reporting for $ORCL. They will win in the end"  
[X Link](https://x.com/RJCcapital/status/1975594749106008481) [@RJCcapital](/creator/x/RJCcapital) 2025-10-07T16:11Z 2988 followers, 5300 engagements


"JP MORGAN ANNOUNCES $XXX T NATIONAL SECURITY FUND. THESE STOCKS STAND TO BENEFIT: $FLNC Grid-scale energy storage leader powering AI data centers and national resilience. $EOSE U.S. zinc-battery producer with a fully domestic supply chain. $UAMY Only U.S. antimony miner critical for defense and battery applications. $NAK Massive U.S. copper-gold resource essential for electrification and defense materials. $BE Fuel-cell innovator driving distributed clean-energy independence. $ALB Global lithium powerhouse underpinning the EV and storage boom. $RKLB Low-cost launch provider anchoring Americas"  
[X Link](https://x.com/RJCcapital/status/1977714194624430328) [@RJCcapital](/creator/x/RJCcapital) 2025-10-13T12:33Z 3052 followers, 163.8K engagements


"POV: Its 2030. You held $NAK through every lawsuit injunction and hearing. You were called insane. Then one morning boom the U.S. government takes a strategic stake. Youre diversified living off fat royalties interest and dividends. Tariffs Dont even apply to you. Quantam tanked years ago. You sip glacier water from your own land moisturized unbothered in your lane flourishing. Your phone glows with dividend alerts. Your wealth advisor at HSBC Hong Kong just messaged first-class flight booked. You scroll nightly remembering the days of arguing about permits on @GodelTerminal smiling at the"  
[X Link](https://x.com/RJCcapital/status/1977858183126212619) [@RJCcapital](/creator/x/RJCcapital) 2025-10-13T22:05Z 3052 followers, 10.8K engagements


"I AM SHORT RIGATONI $RGTI. AFTER MONTHS OF DETAILED ANALYSIS I HAVE CONCLUDED THAT THE QUANTUM PASTA MARKET IS FUNDAMENTALLY OVERCOOKED. RETAIL REMAINS HEAVILY LONG CARBS IGNORING THE FACT THAT MARGINS ARE THIN LIQUIDITY IS EVAPORATING AND DEMAND IS ABOUT TO TURN AL DENTE. THIS IS A STRUCTURAL SHORT TOO MUCH SAUCE NOT ENOUGH SUBSTANCE. AS THE WINTER APPROACHES I EXPECT PRICES TO COOL VOLUMES TO CONTRACT AND THE BUBBLE IN GLUTEN-BASED COMPUTATION TO FINALLY BURST. THE MARKET CAN STAY IRRATIONAL LONGER THAN PASTA CAN STAY FIRM. 🍝 cc: @MartinShkreli @GodelTerminal @NighthawkTradez @the_stockbull"  
[X Link](https://x.com/RJCcapital/status/1978542142810152979) [@RJCcapital](/creator/x/RJCcapital) 2025-10-15T19:23Z 3052 followers, 112.2K engagements


"THE WSJ REPORTS AI COMPANIES ARE RUNNING OUT OF ELECTRICITY AND ARE NOW BUILDING THEIR OWN POWER PLANTS. THIS IS THE NEXT FRONTIER OF THE AI BOOM. THESE STOCKS STAND TO WIN BIG: $FLNC The backbone of grid-scale battery storage keeping AI servers running 24/7. $BE Fuel cell powerhouse turning clean hydrogen into electricity anywhere. $EOSE Americas zinc battery champion. XXX% made in the USA XXX% energy independence. $SEI Quiet giant building and operating the energy infrastructure behind data centers. $IREN Not directly power-related but transformed from crypto miner to AI cloud operator;"  
[X Link](https://x.com/RJCcapital/status/1978807592336920604) [@RJCcapital](/creator/x/RJCcapital) 2025-10-16T12:57Z 3052 followers, 31.8K engagements


"SARAH PALIN FOR CRITICAL MINERAL CZAR $NAK"  
[X Link](https://x.com/RJCcapital/status/1978763550844649923) [@RJCcapital](/creator/x/RJCcapital) 2025-10-16T10:02Z 2997 followers, 1001 engagements


"ITS TIME TO $NAK OFF"  
[X Link](https://x.com/RJCcapital/status/1978461643177591166) [@RJCcapital](/creator/x/RJCcapital) 2025-10-15T14:03Z 2999 followers, 1671 engagements


"THE BIGGEST PROBLEM IN DATA CENTERS RIGHT NOW IS POWER VOLATILITY. Racks swing from XX% idle to XXX% utilization in milliseconds; Forces oversized components designed for peak (not average) current; Hundreds of megawatts ramping up/down in seconds threatens grid stability; Grid interconnection now primary bottleneck for AI scaling. $FLNC Shows how their BESS system solves this problem and is potentially a $8.5B per year market for them. Company is only worth $3b right now. LONG AI POWER $FLNC $EOSE $MVST"  
[X Link](https://x.com/RJCcapital/status/1978109466844315966) [@RJCcapital](/creator/x/RJCcapital) 2025-10-14T14:43Z 2954 followers, 9064 engagements


"@Lazarus_Capital Im no make $IREN bull but they do have deals. Dont spread fake news. The demand for this is there and they have the power so there is a bullish thesis. If youre going to be bearish on a company please use real facts"  
[X Link](https://x.com/RJCcapital/status/1978914934089036154) [@RJCcapital](/creator/x/RJCcapital) 2025-10-16T20:04Z 2997 followers, XXX engagements


"First Brands Chapter XX filing has rattled credit markets. The auto-parts suppliers collapse exposed deep holes in its financing structure and left lenders nursing heavy losses. $JEF reportedly took a major hit through its one of its credit vehicles triggering broader concern over regional bank and mid-market loan exposure. That fear is now spreading. Zions Bancorporation $ZION is down XX% after a $XX million charge-off tied to a California Bank & Trust loan while Western Alliance $WAL has fallen XX% amid collateral issues with a borrower linked to the same network of exposures. What started"  
[X Link](https://x.com/RJCcapital/status/1978899278153007371) [@RJCcapital](/creator/x/RJCcapital) 2025-10-16T19:02Z 3052 followers, 2932 engagements


"@jiahanjimliu It is aligning. I bought chips from AMD I am aligned with them. your previous message said allegiance which I never said it was"  
[X Link](https://x.com/RJCcapital/status/1978233660168925321) [@RJCcapital](/creator/x/RJCcapital) 2025-10-14T22:57Z 2885 followers, XXX engagements


"$FLNC $EOSE WE ARE SO EARLY. This innovation has ushered in a wave ofbattery farms. In 2022 there was only a singlegigawatt-scale facility defined as having acapacity of at least 1GWh able to supplyroughly 3mn UK households for an hour inoperation worldwide. Today there are 42such sites. Five times as many giga-projects are set to come online in the next couple of years including in the UK the Netherlands Chile and the Philippines. Battery storage capacity in the US jumped XX per cent in the first half of this year according to data from S&P Global driven by a surge in Texas"  
[X Link](https://x.com/RJCcapital/status/1977658827290886528) [@RJCcapital](/creator/x/RJCcapital) 2025-10-13T08:53Z 2912 followers, 3805 engagements


"Is anyone in $EQT"  
[X Link](https://x.com/RJCcapital/status/1977843391238135946) [@RJCcapital](/creator/x/RJCcapital) 2025-10-13T21:06Z 2857 followers, XXX engagements


"@imkevinxu Can I interest you in some $NAK"  
[X Link](https://x.com/RJCcapital/status/1978472958130557427) [@RJCcapital](/creator/x/RJCcapital) 2025-10-15T14:48Z 3020 followers, XXX engagements


"A FRIENDLY REMINDER THAT $NBIS GROSS MARGINS ARE GREATER THAN XX% THANKS TO THEIR FULL STACK APPROACH. LET THAT SINK IN"  
[X Link](https://x.com/RJCcapital/status/1975601113270202837) [@RJCcapital](/creator/x/RJCcapital) 2025-10-07T16:36Z 2862 followers, 30.2K engagements


"@dantecesarr $RBRK is a cyber security company. I fundamentally believe that the demand for protecting data will explode as AI creates exponentially more data. $NBIS has more potential in my opinion but room for both"  
[X Link](https://x.com/RJCcapital/status/1975750384980214204) [@RJCcapital](/creator/x/RJCcapital) 2025-10-08T02:29Z 2966 followers, XXX engagements


"Hearing $NBIS partnership with @OpenAI will be announced soon Can anyone with more details confirm if this is accurate"  
[X Link](https://x.com/RJCcapital/status/1976320870131040696) [@RJCcapital](/creator/x/RJCcapital) 2025-10-09T16:16Z 3052 followers, 54K engagements


"SARAH PALIN SEES THE $NAK VISION"  
[X Link](https://x.com/RJCcapital/status/1978763661612130683) [@RJCcapital](/creator/x/RJCcapital) 2025-10-16T10:03Z 2997 followers, 1159 engagements


"$FLNC - GOLDMAN SACHS HAS INCREASED THEIR PRICE TARGET ON FLUENCE ENERGY TO $15; REITERATES BUY RATING. EXPRESS BULLET TRAIN TO $50"  
[X Link](https://x.com/RJCcapital/status/1976008351583699045) [@RJCcapital](/creator/x/RJCcapital) 2025-10-08T19:34Z 3012 followers, 1915 engagements


"From the Q2 Earnings call where we are at full utilization"  
[X Link](https://x.com/RJCcapital/status/1975627415738269738) [@RJCcapital](/creator/x/RJCcapital) 2025-10-07T18:20Z 3028 followers, XXX engagements


"$NBIS - Goldman Sachs reiterates Buy rating; raises PT to $XXX per share"  
[X Link](https://x.com/RJCcapital/status/1975867999166058962) [@RJCcapital](/creator/x/RJCcapital) 2025-10-08T10:16Z 3012 followers, 3746 engagements


"IF YOURE NOT ADDING TO $NBIS YOU DONT LIKE MONEY"  
[X Link](https://x.com/RJCcapital/status/1978125937322467812) [@RJCcapital](/creator/x/RJCcapital) 2025-10-14T15:49Z 2875 followers, 8664 engagements


"Thats not green. That's Waygu. $NAK $BE $FLNC cc: @GodelTerminal @NighthawkTradez @the_stockbull @JoshTradeOption"  
[X Link](https://x.com/RJCcapital/status/1977868888529314177) [@RJCcapital](/creator/x/RJCcapital) 2025-10-13T22:47Z 3052 followers, 3756 engagements


"@bitcoinbutcher1 Thanks glad we agree $NBIS is king and $IREN can eat leftovers"  
[X Link](https://x.com/RJCcapital/status/1978248931105525793) [@RJCcapital](/creator/x/RJCcapital) 2025-10-14T23:57Z 2891 followers, XXX engagements


"little nephew you just wrote a paragraph that said nothing but sounded busy eos literally discloses every capex line and production cost in their deck theres no secret efficiency hiding in the footnotes if you read a cash flow statement youd know burn rate and scale curve are the whole story talk less read more"  
[X Link](https://x.com/RJCcapital/status/1979576751702651091) [@RJCcapital](/creator/x/RJCcapital) 2025-10-18T15:54Z 3050 followers, XX engagements


"$NAK $MP Critical mineral companies are intensifying their lobbying in Washington as President Trump commits to major investments in industries deemed essential to U.S. national security. Executives and officials say the goal is clear: secure a seat at the table as the administration prioritizes domestic production of strategic materials. Whether or not the U.S. reaches a deal with China the momentum toward economic independence and national security through resource control is already unstoppable. America is reindustrializing around its defense interests"  
[X Link](https://x.com/RJCcapital/status/1978844449871405411) [@RJCcapital](/creator/x/RJCcapital) 2025-10-16T15:24Z 3052 followers, 2703 engagements


"$FLNC $RKLB $RBRK"  
[X Link](https://x.com/RJCcapital/status/1975953596165595220) [@RJCcapital](/creator/x/RJCcapital) 2025-10-08T15:57Z 3015 followers, XXX engagements


"@jiahanjimliu Didn't say there is brand allegiance between iren and amd. Only that iren has chips some of which are AMD. I know reading is difficult for you Irentards"  
[X Link](https://x.com/RJCcapital/status/1978226342433878093) [@RJCcapital](/creator/x/RJCcapital) 2025-10-14T22:28Z 2883 followers, XXX engagements


"$FLNC $EOSE"  
[X Link](https://x.com/RJCcapital/status/1979199720439402706) [@RJCcapital](/creator/x/RJCcapital) 2025-10-17T14:55Z 3052 followers, 2327 engagements


"OH BOY. I discussed this exact scenario in one of my write ups as a positive for the renewables sector. $FLNC $BE $TE $EOSE cc: @hiteshkar @Nietschecapital @JoshTradeOption"  
[X Link](https://x.com/RJCcapital/status/1979189104458826210) [@RJCcapital](/creator/x/RJCcapital) 2025-10-17T14:13Z 3052 followers, 2139 engagements


"SOME GOOD NAMES I AM BUYING THAT ARE RED TODAY. $SEI - Down X% $WDC - Down XXX% $RBRK - Down XXX% Do your own research. Ask any questions below and I will try to respond"  
[X Link](https://x.com/RJCcapital/status/1975571220684021784) [@RJCcapital](/creator/x/RJCcapital) 2025-10-07T14:37Z 2925 followers, 1708 engagements


"@BarakatTameem @pot This is 2020. Circumstances have changed. One of the best parts about Trump is that hes not afraid to change his mind"  
[X Link](https://x.com/RJCcapital/status/1979578728209318115) [@RJCcapital](/creator/x/RJCcapital) 2025-10-18T16:02Z 3052 followers, XX engagements


"BREAKING: Clickhouse ARR is growing at an exception XXX% YoY and has now grown to over 2000 customers. LONG $NBIS The company has surpassed 2000 customers and more than quadrupled ARR over the past year. Customer adoption has surged with new wins including Cyera Hewlett Packard Enterprise Insider Laravel Masorange Qualified Shopmonkey and Supabase while long-term customers such as Canva Harvey LangChain Perion and SonyLIV extended their contracts. Adoption has been especially strong among AI companies with Anthropic LangChain Meta Sierra Vercel and Weights & Biases joining the roster of"  
[X Link](https://x.com/RJCcapital/status/1975570229351657805) [@RJCcapital](/creator/x/RJCcapital) 2025-10-07T14:33Z 3046 followers, 4030 engagements


"$FLNC - Fluence Energy named Tier X Energy Storage Supplier by SP Global"  
[X Link](https://x.com/RJCcapital/status/1970442052006822264) [@RJCcapital](/creator/x/RJCcapital) 2025-09-23T10:56Z 2925 followers, XXX engagements


"I agree with Stephen Moore. We need $NAK"  
[X Link](https://x.com/RJCcapital/status/1978841532628078808) [@RJCcapital](/creator/x/RJCcapital) 2025-10-16T15:12Z 3052 followers, 4072 engagements


"At first glance the data presents a mixed picture. Banks have tapped the Federal Reserves Standing Repo Facility for the largest two-day total since the pandemic. At the same time there have been isolated defaults and reports of fraud involving Tricolor First Brands Zion and Western Alliance. That combination often fuels speculation about liquidity stress hidden credit risk and systemic weakness. However the numbers do not support that interpretation. The Moodys data shows default rates in both leveraged loans and high-yield bonds are declining. This is not how systemic stress begins. In"  
[X Link](https://x.com/RJCcapital/status/1979063801228976402) [@RJCcapital](/creator/x/RJCcapital) 2025-10-17T05:55Z 3052 followers, 2665 engagements


"@Lazarus_Capital Plenty of deals to go around. They are waiting to disclose during the earnings call because they want to pump the stock lol 🤣 trust me on earnings call you will see names of their highest profile clients released in their presentation"  
[X Link](https://x.com/RJCcapital/status/1978924807484809614) [@RJCcapital](/creator/x/RJCcapital) 2025-10-16T20:43Z 3032 followers, XXX engagements


"@bitcoinbutcher1 With customers they refuse to name"  
[X Link](https://x.com/RJCcapital/status/1978247907561095438) [@RJCcapital](/creator/x/RJCcapital) 2025-10-14T23:53Z 2891 followers, XXX engagements


"$NAK DRILLING DEEP HARD AND ALL NIGHT. LAST UP XXXX% OVERNIGHT"  
[X Link](https://x.com/RJCcapital/status/1978288189187002559) [@RJCcapital](/creator/x/RJCcapital) 2025-10-15T02:33Z 3013 followers, 3592 engagements


"LONG $NAK $ALB"  
[X Link](https://x.com/RJCcapital/status/1978255220481073399) [@RJCcapital](/creator/x/RJCcapital) 2025-10-15T00:22Z 2924 followers, 3518 engagements


"$HIMS Needs to introduce a whoop / aura ring competitor and I will be fully long cc: @NighthawkTradez @AndrewDudum"  
[X Link](https://x.com/RJCcapital/status/1977436827280888099) [@RJCcapital](/creator/x/RJCcapital) 2025-10-12T18:10Z 3029 followers, 18K engagements


"$NBIS $FLNC $IREN $TE"  
[X Link](https://x.com/RJCcapital/status/1978831329539097006) [@RJCcapital](/creator/x/RJCcapital) 2025-10-16T14:32Z 3051 followers, 2481 engagements


"BREAKING: $HIMS STOCK RISES AFTER @NighthawkTradez CONFIRMED AS TOP X% CUSTOMER OF HIMS 5-1 ORAL COMPOUNDED PILL FOR ERECTILE DYSFUNCTION HAIR REGROWTH WEIGHT LOSS DELAYED CLIMAX MENOPAUSE"  
[X Link](https://x.com/RJCcapital/status/1978538231198044306) [@RJCcapital](/creator/x/RJCcapital) 2025-10-15T19:07Z 3050 followers, 20.7K engagements


"Which stocks are you guys following Looking for new ideas"  
[X Link](https://x.com/RJCcapital/status/1976378260079640920) [@RJCcapital](/creator/x/RJCcapital) 2025-10-09T20:04Z 2930 followers, 2325 engagements


"$NBIS $IREN"  
[X Link](https://x.com/RJCcapital/status/1978923508982845498) [@RJCcapital](/creator/x/RJCcapital) 2025-10-16T20:38Z 3052 followers, 2584 engagements


"If you are thinking about selling your $NBIS shares DONT DO IT Very bad idea. X GIGAWATT of power in FY26 equals $XX Billion (yes Billion) in ARR per year. Tremendous numbers. The best numbers. HUGE numbers. Nobody believed it could be done but they're just getting started. This company even without counting subsidiaries should be worth at least $XXX Billion. That means a share price of $XXXXXX. THANK YOU FOR YOUR ATTENTION TO THIS MATTER"  
[X Link](https://x.com/RJCcapital/status/1975553145108316193) [@RJCcapital](/creator/x/RJCcapital) 2025-10-07T13:25Z 2987 followers, 33.4K engagements


"@grok @Learning_Ram @grok yes this analysis assumes all legal hurdles are resolved. On that assumption what is your fair value"  
[X Link](https://x.com/RJCcapital/status/1978133714660974662) [@RJCcapital](/creator/x/RJCcapital) 2025-10-14T16:20Z 2975 followers, XXX engagements


"$AMD $NBIS $IREN An interesting divergence in todays market action. $NBIS fell as much X% while $IREN rallied close to XX% following Oracle Clouds announcement that it will deploy 50000 AMD AI chips for inference. The market seems to have rewarded $IREN for aligning with $AMD while marking down $NBIS perhaps due to its publicly stated partnership with $NVDA and stated intention it has no plans to purchase $AMD chips. But that interpretation misses the point. Nebiuss strategy has never been about brand allegiance. It's about maximizing compute efficiency and power density at scale. While its"  
[X Link](https://x.com/RJCcapital/status/1978161565040840910) [@RJCcapital](/creator/x/RJCcapital) 2025-10-14T18:10Z 3043 followers, 33.1K engagements


"I agree with this smart man. MAX LONG $FLNC $EOSE"  
[X Link](https://x.com/RJCcapital/status/1978927796366798958) [@RJCcapital](/creator/x/RJCcapital) 2025-10-16T20:55Z 3052 followers, 2753 engagements


"LONG $NBIS SHORT $IREN"  
[X Link](https://x.com/RJCcapital/status/1978486029947408393) [@RJCcapital](/creator/x/RJCcapital) 2025-10-15T15:40Z 3037 followers, 30.6K engagements


"SARAH PALIN IS A VOICE OF REASON FIGHTING TO PROTECT AMERICAS STRATEGIC INTERESTS. IT ONLY MKES SENE TO OPEN THE PEBBLE MINE. $NAK"  
[X Link](https://x.com/RJCcapital/status/1978862631143272623) [@RJCcapital](/creator/x/RJCcapital) 2025-10-16T16:36Z 3051 followers, 2889 engagements


"BREAKING: FORMER REPUBLICAN GOVERNOR OF ALASKA SARAH PALIN TWEETS SUPPORT FOR $NAK PEBBLE MINE PROJECT. MINE MAY SEE IMMINENT APPROVAL FROM TRUMP ADMINISTRATION SOON. SOME ESTIMATES POINT TO OVER $X TRILLION USD IN CRITICAL MINERALS AND OTHER RESOURCES IN MINE"  
[X Link](https://x.com/RJCcapital/status/1978429817256087583) [@RJCcapital](/creator/x/RJCcapital) 2025-10-15T11:56Z 3052 followers, 61.9K engagements


"@loefwyne they're starting a hedge fund called Lil Minerz LLC"  
[X Link](https://x.com/RJCcapital/status/1978306392764129777) [@RJCcapital](/creator/x/RJCcapital) 2025-10-15T03:46Z 2962 followers, XXX engagements


"GOOD DAY TO BE A $NBIS INVESTOR"  
[X Link](https://x.com/RJCcapital/status/1974456539156250722) [@RJCcapital](/creator/x/RJCcapital) 2025-10-04T12:48Z 2852 followers, 17.9K engagements


"BREAKING: PRESTIGIOUS INVESTMENT FUND SHORE POINTS CAPITAL TAKES STAKE IN $NBIS $FLNC AND $NAK. HEAD OF EQUITY RESEARCH TIMMY THE TURTLE SEES HUGE UPSIDE AHEAD"  
[X Link](https://x.com/RJCcapital/status/1978548078966661607) [@RJCcapital](/creator/x/RJCcapital) 2025-10-15T19:46Z 3029 followers, 12K engagements


"Why is every $IREN bull shaped like a virgin"  
[X Link](https://x.com/RJCcapital/status/1978534307170783578) [@RJCcapital](/creator/x/RJCcapital) 2025-10-15T18:51Z 3023 followers, 6256 engagements


"JP MORGAN IS SPENDING $2B PER YEAR ON ARTIFICIAL INTELLIGENCE. LONG $NBIS"  
[X Link](https://x.com/RJCcapital/status/1975592057935708389) [@RJCcapital](/creator/x/RJCcapital) 2025-10-07T16:00Z 2987 followers, 2357 engagements


"@randy_S321 Love them. Especially $GEV $ET $EQT"  
[X Link](https://x.com/RJCcapital/status/1979051019658023036) [@RJCcapital](/creator/x/RJCcapital) 2025-10-17T05:05Z 3051 followers, XXX engagements


"@grok @Learning_Ram @grok wrong again it shows the estimated recoveries and spot prices. Can you pinpoint which one of the underlying assumptions you disagree with"  
[X Link](https://x.com/RJCcapital/status/1978131005031469308) [@RJCcapital](/creator/x/RJCcapital) 2025-10-14T16:09Z 2906 followers, XXX engagements


"HUMAN CAPITAL IS THE FUNDAMENTAL DRIVER OF THE ECONOMY. AI IS A DIRECT SUBSTITION OF HUMAN CAPITAL. IF YOURE SHORT DURING THIS TRANSFORMATION YOUR LEVEL OF HUMAN CAPITAL IS LOW. $NBIS $FLNC $BE $NAK $EOSE $IREN"  
[X Link](https://x.com/RJCcapital/status/1977733587123245323) [@RJCcapital](/creator/x/RJCcapital) 2025-10-13T13:50Z 2912 followers, 3174 engagements


"@SarahPalinUSA @POTUS @SecRubio @JDVance @taketheseodds @TuckerCarlson @joerogan @BreitbartNews @DougBurgum @SecretaryBurgum @IanCarrollShow Sarah PALIN LOVES MINERS THAT GO ALL THE WAY IN $NAK"  
[X Link](https://x.com/RJCcapital/status/1977941776431206547) [@RJCcapital](/creator/x/RJCcapital) 2025-10-14T03:37Z 2898 followers, 1695 engagements


"I expect that whenever a deal gets settled to reopen the government it will almost certainly include support for battery storage hydrogen and solar industries. This just makes common sense for our national security"  
[X Link](https://x.com/RJCcapital/status/1979190226804183434) [@RJCcapital](/creator/x/RJCcapital) 2025-10-17T14:18Z 3052 followers, XXX engagements


"BLACKROCK IN TALKS TO BUY $FLNC MAJORITY SHAREHOLDER $AES"  
[X Link](https://x.com/RJCcapital/status/1973509638252560527) [@RJCcapital](/creator/x/RJCcapital) 2025-10-01T22:05Z 2931 followers, 1150 engagements


"She didnt fall for the good looks she fell for the $NBIS end to end software stack which leads to excess margins"  
[X Link](https://x.com/RJCcapital/status/1979339063523184769) [@RJCcapital](/creator/x/RJCcapital) 2025-10-18T00:09Z 3052 followers, 5007 engagements


"@Ashton_1nvests $PL - had 100000 shares sold at $3"  
[X Link](https://x.com/RJCcapital/status/1975759885116510465) [@RJCcapital](/creator/x/RJCcapital) 2025-10-08T03:07Z 3052 followers, XXX engagements


"RARE EARTH STOCKS RISE ON TRUMP CHINA TWEET. If you dont have an allocation to such a company you need to get on board in my opinion. I have XXX% allocation. $NAK $UAMY"  
[X Link](https://x.com/RJCcapital/status/1976667901160825150) [@RJCcapital](/creator/x/RJCcapital) 2025-10-10T15:15Z 2997 followers, 2269 engagements


"$RKLB - "By the time your read about it on the WSJ it's already too late""  
[X Link](https://x.com/RJCcapital/status/1974957617668853780) [@RJCcapital](/creator/x/RJCcapital) 2025-10-05T21:59Z 2916 followers, 1071 engagements


"THANK YOU SARAH PALIN FOR CONTINUING TO FIGHT FOR NATIONAL SECURITY. $NAK WILL HELP AMERICA DEFEAT CHINA. GOD BLESS USA"  
[X Link](https://x.com/RJCcapital/status/1978764217223201041) [@RJCcapital](/creator/x/RJCcapital) 2025-10-16T10:05Z 3028 followers, 2282 engagements


"@MVanbrunsc47513 Why are Bitcoin miners up including IREN (I know they just had a PT raise) and $NBIS down Do you have a better explanation"  
[X Link](https://x.com/RJCcapital/status/1978178433155727715) [@RJCcapital](/creator/x/RJCcapital) 2025-10-14T19:17Z 2852 followers, XXX engagements


"INVEST THEN INVESTIGATE. It sounds irresponsible at first. In practice it is how most great investments begin. The best opportunities never come with perfect information. If you wait until every risk is quantified and every variable is known the market will have already priced it. By the time it feels safe the return is gone. Markets reward decisiveness. You make money by acting before consensus not after it. The key is to recognize when the asymmetry is in your favor when the downside is limited and the potential reward is disproportionate. Investigate then invest is a comfortable idea. But"  
[X Link](https://x.com/RJCcapital/status/1978084342246117733) [@RJCcapital](/creator/x/RJCcapital) 2025-10-14T13:03Z 2912 followers, 5085 engagements


"People will take investment advice from a frog on Twitter and wonder why their accounts blow up"  
[X Link](https://x.com/RJCcapital/status/1979259385621758254) [@RJCcapital](/creator/x/RJCcapital) 2025-10-17T18:53Z 3052 followers, 5336 engagements


"@Lazarus_Capital Are you regarded"  
[X Link](https://x.com/RJCcapital/status/1978313032217309215) [@RJCcapital](/creator/x/RJCcapital) 2025-10-15T04:12Z 2953 followers, XX engagements


"WOW LOOKS THAT THE SIZE OF THOSE $NAK.KERS cc: @NighthawkTradez @SarahPalinUSA"  
[X Link](https://x.com/RJCcapital/status/1978665618640343187) [@RJCcapital](/creator/x/RJCcapital) 2025-10-16T03:33Z 3000 followers, 1648 engagements