[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.] [@Yield_of_Parth](/creator/twitter/Yield_of_Parth) "Im leaning $CORZ for the near-term defined catalysts: (1) merger vote give a 6-mo clock and (2) the stock is a XXXXXX sidecar on high-beta AI-pure-play CRWVbut at a XX % discount. $NBIS (and IREN CIFR etc.) can/will absolutely win longer-termthis cycle is MW-constrained and anyone with grid-approved capacity will get paidbut they still need to ink leases and finance builds while $CORZ spread just closes with time and approvals"  [@Yield_of_Parth](/creator/x/Yield_of_Parth) on [X](/post/tweet/1943804667945005254) 2025-07-11 22:48:41 UTC 1833 followers, XXX engagements "Added again to my $CORZ position. $CRWV deal isn't perfect but the asymmetric upside of a pure-play in a hot sector at a discount (roughly $XXX per $CRWV) is too compelling to pass up"  [@Yield_of_Parth](/creator/x/Yield_of_Parth) on [X](/post/tweet/1943645869355442357) 2025-07-11 12:17:41 UTC 1834 followers, 2706 engagements "1/15 $ASPI just dropped a double-barrel update: New press release on its X isotope plants CEO Paul Manns Emerging Growth Q&A this morning TLDR: Press release de-risked capacity; live call de-risked demand and cost curve. Mix in Renergen helium QLE spin DOE overtures and $ASPI morphs from micro-cap science fair to vertically-integrated cold-chain powerhouseright as quantum chips & radiopharma hit their S-curves. Not advice. Do your own homework & size accordingly"  [@Yield_of_Parth](/creator/x/Yield_of_Parth) on [X](/post/tweet/1945991708321137088) 2025-07-17 23:39:12 UTC 1834 followers, 9693 engagements "From what I can tell $ASTS may have patented the simplest way yet to figure out where a phone iswithout asking the phone itself. If the companys claims hold up it looks set to leapfrog rivals that still lean on jam-prone GPS or multiple satellites. The approach seems to satisfy the accuracy rules regulators care about and it could open an entirely new tier of spoof-resistant location services from off-grid emergency calls to low-profile force trackingall with the handsets people already own. Worth stressing: this is my interpretation of the patent and public filings not definitive legal or"  [@Yield_of_Parth](/creator/x/Yield_of_Parth) on [X](/post/tweet/1943697989119177060) 2025-07-11 15:44:47 UTC 1834 followers, 55.3K engagements
[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.]
@Yield_of_Parth
"Im leaning $CORZ for the near-term defined catalysts: (1) merger vote give a 6-mo clock and (2) the stock is a XXXXXX sidecar on high-beta AI-pure-play CRWVbut at a XX % discount. $NBIS (and IREN CIFR etc.) can/will absolutely win longer-termthis cycle is MW-constrained and anyone with grid-approved capacity will get paidbut they still need to ink leases and finance builds while $CORZ spread just closes with time and approvals"
@Yield_of_Parth on X 2025-07-11 22:48:41 UTC 1833 followers, XXX engagements
"Added again to my $CORZ position. $CRWV deal isn't perfect but the asymmetric upside of a pure-play in a hot sector at a discount (roughly $XXX per $CRWV) is too compelling to pass up" @Yield_of_Parth on X 2025-07-11 12:17:41 UTC 1834 followers, 2706 engagements
"1/15 $ASPI just dropped a double-barrel update: New press release on its X isotope plants CEO Paul Manns Emerging Growth Q&A this morning TLDR: Press release de-risked capacity; live call de-risked demand and cost curve. Mix in Renergen helium QLE spin DOE overtures and $ASPI morphs from micro-cap science fair to vertically-integrated cold-chain powerhouseright as quantum chips & radiopharma hit their S-curves. Not advice. Do your own homework & size accordingly" @Yield_of_Parth on X 2025-07-17 23:39:12 UTC 1834 followers, 9693 engagements
"From what I can tell $ASTS may have patented the simplest way yet to figure out where a phone iswithout asking the phone itself. If the companys claims hold up it looks set to leapfrog rivals that still lean on jam-prone GPS or multiple satellites. The approach seems to satisfy the accuracy rules regulators care about and it could open an entirely new tier of spoof-resistant location services from off-grid emergency calls to low-profile force trackingall with the handsets people already own. Worth stressing: this is my interpretation of the patent and public filings not definitive legal or" @Yield_of_Parth on X 2025-07-11 15:44:47 UTC 1834 followers, 55.3K engagements