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[@drakeondigital](/creator/twitter/drakeondigital)
"Prob next thing trump is going to be looking for is rare earths refinement companies MP and UUUU are good but one that is focusing on Clean is $AREC Material produced from rare earth mines is not pure It needs to be processed to separate the Junk from the wanted resources. The reason we ship most of our mined material for processing to china is because its extremely dirty and is terrible for the environment. If we bring it in house IMO ultimately its to have a clean "shop" American resources has a proprietary Technology for a water based solution as opposed to competitors (chromatographic"  
[X Link](https://x.com/drakeondigital/status/1976750923121615278) [@drakeondigital](/creator/x/drakeondigital) 2025-10-10T20:45Z 26K followers, 7017 engagements


"I agree with @ChrisCamillo $TAC is prob due for a catchup trade in terms of GW"  
[X Link](https://x.com/drakeondigital/status/1977551228835176807) [@drakeondigital](/creator/x/drakeondigital) 2025-10-13T01:45Z 26K followers, 3687 engagements


"I wonder if people know about the upcoming stock split Basically any holder before next week on Tuesday its a free share of their electronics business $dd"  
[X Link](https://x.com/drakeondigital/status/1979341422080954421) [@drakeondigital](/creator/x/drakeondigital) 2025-10-18T00:19Z 26K followers, 1012 engagements


"My Favorite stocks for Data center growth Upgrading the Electrical grid and Telecom Infra $MTZ - Diversified across multiple infrastructure sectors With electrical pipelines telecom $MYRG - Smaller cap Specialized in electrical infrastructure. $POWL - Smaller cap Focus on custom-engineered electrical equipment and systems. Has huge backlog $PWR - is good as well and very well diversified but I like the lower caps HPC / Compute players $IREN - likely next to get a tech giant Deal $CIPH - likely next to get a tech giant Deal $WULF - Multi billion dollar Google Deal $GLXY - Great team Bet on"  
[X Link](https://x.com/drakeondigital/status/1968345625788875005) [@drakeondigital](/creator/x/drakeondigital) 2025-09-17T16:05Z 26K followers, 1613 engagements


"These guys are one of my fav semiconductor inspecting companies. They sell the equipment to the chip manufacturers. Also have some repeat business for repairs and for those that rent the equipment $camt"  
[X Link](https://x.com/drakeondigital/status/1968716909995520326) [@drakeondigital](/creator/x/drakeondigital) 2025-09-18T16:41Z 26K followers, XXX engagements


"Watts water technologies $WTS Id say this one is a slow cook but crushes it quarter over quater. Bascially is a managment solutions company for one of the worlds most precious resources. Fresh water. Only XXX% - XXX% of the earths water is fresh and most of that is locked up in Glaciers and ice caps. Watts comes into play in both residential and commercial by offering - Cooling system optimization for data centers: valves strainers and other components for hydronic cooling systems to ensure efficiency and protect critical equipment. -Intelligent water management: The companies devices are"  
[X Link](https://x.com/drakeondigital/status/1971330748863909993) [@drakeondigital](/creator/x/drakeondigital) 2025-09-25T21:47Z 26K followers, XXX engagements


"$SLB from an r to r perspective looks interesting. Schlumberger provides services and equipment to the oil and gas industry primarily for exploration and production (Infra) - Down more than XX% from ATH - Pick and shovel play for energy ( around XX PE) - Pays dividend and has been buying back shares - Getting into Newer energy solutions besides Oil (see attached Screenshot) - They offer a superior Product over the competition and is much more reliable. The critical components that SLB offers the Oil Companies dont skimp and stick to the best because of costs savings reliability and efficiency"  
[X Link](https://x.com/drakeondigital/status/1974248041012929002) [@drakeondigital](/creator/x/drakeondigital) 2025-10-03T22:59Z 26K followers, 1778 engagements


"Why is it that when the tokens look the worst like theyre about to go to zero is usually the bottom"  
[X Link](https://x.com/drakeondigital/status/1974670752587841630) [@drakeondigital](/creator/x/drakeondigital) 2025-10-05T02:59Z 26K followers, 1358 engagements


"Rare earth plays in no particular order - $TMC - Deep sea mining - $OMEX - Deep sea explorer for mining - $ALB - Large cap lithium miner - $AREC - Clean Refinery for Rare earths - $NB - Rare Earths for niobium scandium and titanium - $NAK- huge Mine in alaska waiting on EPA approval. Trump as catalyst - $IE - Copper - $LAC - American Lithium - $VALE - Iron - $WRN - Copper - $WPM - silver - $TMRC - rare earths micro cap ties to USAR - $ATLX - Lithium Microcap - $CRML - Greenland rare earths - $LEU - Uranium / Haleu fuel im prob missing some but these are some I like"  
[X Link](https://x.com/drakeondigital/status/1977839184002826717) [@drakeondigital](/creator/x/drakeondigital) 2025-10-13T20:49Z 26K followers, 2355 engagements


"Wonder why the Market doesnt add a premium to $btdr with direct ties to bitmain. Still Seems like an arbitrage been holding shares for a bit now. 🤷♂ Mabe im missing something"  
[X Link](https://x.com/drakeondigital/status/1978523704700105059) [@drakeondigital](/creator/x/drakeondigital) 2025-10-15T18:09Z 26K followers, XXX engagements


"Some different stocks in doing dd on that look interesting High flyers but nonetheless interesting $hyln - energy play $psnl - biotech"  
[X Link](https://x.com/drakeondigital/status/1978657868661379295) [@drakeondigital](/creator/x/drakeondigital) 2025-10-16T03:02Z 26K followers, 1086 engagements


"@ChrisCamillo you would prob like $btdr"  
[X Link](https://x.com/drakeondigital/status/1979254626969940478) [@drakeondigital](/creator/x/drakeondigital) 2025-10-17T18:34Z 26K followers, XXX engagements


"hear me out . bitcoin private key on a gold bar have the best of both worlds"  
[X Link](https://x.com/drakeondigital/status/1980026326208692234) [@drakeondigital](/creator/x/drakeondigital) 2025-10-19T21:40Z 26K followers, XXX engagements


"@vedantdotrpm Prob western digital or something"  
[X Link](https://x.com/drakeondigital/status/1980385945762558324) [@drakeondigital](/creator/x/drakeondigital) 2025-10-20T21:29Z 26K followers, XX engagements


"@cobie So like what does this look like for the coinbase earnings call love to see it"  
[X Link](https://x.com/drakeondigital/status/1980432785782501640) [@drakeondigital](/creator/x/drakeondigital) 2025-10-21T00:35Z 26K followers, XXX engagements


"Is it just me or does $LB landbridge seem like a sleeper play - Own a bunch of continuous land in Texas important for land use and mineral rights. Some companies just own specific rights where as these guys own everything so no grey areas - Previously focused on Natural Gas and Oil royalties from land use in texas from fracking but now getting into data center royalties with the Hyperscalers coming - Pick and shovel play doesn't rely directly on oil/commodity prices. The company drilling has to pay for it regardless of return just cost of doing business I think the biggest catalyst is the"  
[X Link](https://x.com/drakeondigital/status/1980435272933237012) [@drakeondigital](/creator/x/drakeondigital) 2025-10-21T00:45Z 26K followers, 1042 engagements


"@AISavvyCapital just posting some fun I remember the rumba back in the day . the stock that I actually like in the small appliances sector that I think will do well is $SN"  
[X Link](https://x.com/drakeondigital/status/1981032907213766721) [@drakeondigital](/creator/x/drakeondigital) 2025-10-22T16:20Z 26K followers, XX engagements


"@pepemoonboy none. you win some here and there but eventually you end up losing. Ive learned its best to keep it simple and either just buy or sell"  
[X Link](https://x.com/drakeondigital/status/1980372155159466281) [@drakeondigital](/creator/x/drakeondigital) 2025-10-20T20:34Z 25.9K followers, XX engagements


"IMO $KRKNF is one of those sleeper multibagger stocks - Kraken robotics is a marine technology company specializing in underwater robotics sensors and related equipment - Better technology with Aquapix and KATFISH systems with higher resolution imaging and faster coverage rates (saves money) - Offers better pricing vs competitor companies - Platform agnostic systems- Kraken tech is universal with competitors vessels/equipment - Best marine battery tech on market. patented technology that has more energy density and greater pressure tolerance. Competitors also use their battery tech in their"  
[X Link](https://x.com/drakeondigital/status/1963336025578902001) [@drakeondigital](/creator/x/drakeondigital) 2025-09-03T20:19Z 26K followers, 5884 engagements


"Historically spin offs outperform the index over the next X years. On that is coming up today (snapshot) is $DD each share of dupont will get one share of qnity Qnity is a major solutions provider for the semiconductor and electronics industries enabling advanced technologies like AI high-performance computing and advanced connectivity. bullish $q and $dd"  
[X Link](https://x.com/drakeondigital/status/1981079049590931961) [@drakeondigital](/creator/x/drakeondigital) 2025-10-22T19:23Z 26K followers, XXX engagements