[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.] #  @Aktiehedonist JP Insights JP Insights posts on X about $vrt, ai, $mda, $cifr the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::778992493278990336/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +71% - X Months XXXXXXX +1,011,496% - X Year XXXXXXX +56,925% ### Mentions: XX [#](/creator/twitter::778992493278990336/posts_active)  - X Week XX -XX% - X Month XXX -XXXX% - X Months XXX +18,000% - X Year XXX +4,955% ### Followers: XXXXX [#](/creator/twitter::778992493278990336/followers)  - X Week XXXXX +0.16% - X Month XXXXX +34% - X Months XXXXX +139% - X Year XXXXX +189% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::778992493278990336/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [finance](/list/finance) XX% [countries](/list/countries) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$vrt](/topic/$vrt) #27, [ai](/topic/ai) 10%, [$mda](/topic/$mda) #9, [$cifr](/topic/$cifr) 10%, [$crdo](/topic/$crdo) #126, [stocks](/topic/stocks) 6.67%, [$powl](/topic/$powl) #3, [saudi arabia](/topic/saudi-arabia) #843, [$wulf](/topic/$wulf) 6.67%, [$iren](/topic/$iren) XXXX% **Top accounts mentioned or mentioned by** [@moninvestor](/creator/undefined) [@investwithjorge](/creator/undefined) [@drjebaim](/creator/undefined) [@agrippainv](/creator/undefined) [@pdphilaphil](/creator/undefined) [@accountingds](/creator/undefined) [@earningsguy](/creator/undefined) [@thisisorlando](/creator/undefined) [@gavinsbaker](/creator/undefined) [@oinvests](/creator/undefined) [@ballerbrand88](/creator/undefined) [@novaedgecapital](/creator/undefined) [@hazresearch](/creator/undefined) [@strawhattrade](/creator/undefined) **Top assets mentioned** [Vertiv Holdings Co (VRT)](/topic/$vrt) [Moeda Loyalty Points (MDA)](/topic/$mda) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Powell Industries Inc (POWL)](/topic/$powl) [TeraWulf Inc. (WULF)](/topic/$wulf) [IREN Limited (IREN)](/topic/$iren) [Arista Networks Inc (ANET)](/topic/$anet) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [NerveNetwork (NVT)](/topic/$nvt) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Morgan Stanley (MS)](/topic/morgan-stanley) [Vistra, Corp. (VST)](/topic/$vst) [Teradyne, Inc. (TER)](/topic/$ter) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Adobe, Inc. (ADBE)](/topic/$adbe) ### Top Social Posts Top posts by engagements in the last XX hours "I started a small beginning position today in $NVT nVent Electric PLC. Anyone else on it" [X Link](https://x.com/Aktiehedonist/status/1996327910127677678) 2025-12-03T21:17Z 2522 followers, XXX engagements "Saudi Arabia's $XX Billion AI Bet: What It Means for Data Center Infrastructure Stocks (this is my latest SubStack article wanted to post it here since its free anyway and see if we can find discussion leading to other stocks in great position for the Saudi Arabia buildout) HUMAIN Vision 2030 and why Vertiv Powell Industries and Arista are positioned to capture the Middle East's AI buildout In November 2025 the U.S. Commerce Department quietly approved the export of 35000 NVIDIA Blackwell chips to a company most investors had never heard of: HUMAIN a newly formed Saudi Arabian AI venture" [X Link](https://x.com/Aktiehedonist/status/1998356167223836883) 2025-12-09T11:36Z 2522 followers, XXX engagements "My updated view on $MDA after the latest report I spent the weekend reading through the full Q3 numbers and the earnings call. The numbers themselves were strong: +45 % revenue growth XX % EBITDA margins and a C$4.4 B backlog that still gives them multi-year visibility. They reaffirmed full-year guidance kept leverage low and continued investing in core satellite manufacturing capacity. On pure operations its hard to argue with what they delivered. But the risk that kept me cautious a few weeks ago hasnt gone away it has just become easier to quantify. The EchoStar contract is now formally" [X Link](https://x.com/Aktiehedonist/status/1989994278215438760) 2025-11-16T09:49Z 2520 followers, XXX engagements "Globalstar now slipping into 2026 CHORUS pushed further out and the EchoStar contract gone after the spectrum sale to SpaceX $MDA is clearly working through some turbulence. Guidance is still intact and the latest report was solid but the execution risk is real. Im not adding here yet. Im happy to hold watch for a clearer catalyst and reassess. I still think MDA sits in an important spot in the space infrastructure stack just not a buy more on autopilot name at this moment" [X Link](https://x.com/Aktiehedonist/status/1995747314296602640) 2025-12-02T06:50Z 2520 followers, XXX engagements "Seems like $WULF may run into some community pushback at Cayuga. Link in replies" [X Link](https://x.com/Aktiehedonist/status/1996315413253120054) 2025-12-03T20:27Z 2520 followers, 1675 engagements "What is keeping $GOOGL from just outright buying them themselves Like with $WULF and $CIFR which I wrote about the other day" [X Link](https://x.com/Aktiehedonist/status/1996918251876716989) 2025-12-05T12:23Z 2520 followers, 2521 engagements "@InvestWithJorge Missing $MDA in the Launch & Logistics layer" [X Link](https://x.com/Aktiehedonist/status/1997714565015175487) 2025-12-07T17:07Z 2520 followers, XXX engagements "4 Stocks Im Buying Right Now $VRT $SIMO $CRDO and Munthers" [X Link](https://x.com/Aktiehedonist/status/1998037193026306509) 2025-12-08T14:29Z 2520 followers, XXX engagements "$IREN and $CIFR obviously good plays but $VRT. at this time in a new revolution I just can't see how it cannot produce meaningfull returns to investors. I own it. my kids own it" [X Link](https://x.com/Aktiehedonist/status/1998098692130443291) 2025-12-08T18:33Z 2520 followers, 5188 engagements "From my substack article :) "The structural thesis is outsourcing. Memory manufacturers like Micron and SK Hynix used to design their own controllers. But as NAND technology has scaled to QLC (4 bits per cell) and beyond the engineering complexity has exploded. A single tape-out for a new 6nm controller can cost $XX million. Increasingly memory companies are deciding its cheaper to buy controllers from specialists than develop them in-house. Q3 showed this thesis playing out: revenue from NAND flash makers grew over XX% year-over-year. PCIe Gen5 controller saleshigher-margin premium" [X Link](https://x.com/Aktiehedonist/status/1998132663836680465) 2025-12-08T20:48Z 2520 followers, XX engagements "@DrJebaim Absolutely A very nice partnership for $TGEN and for $VRT of course :)" [X Link](https://x.com/Aktiehedonist/status/1998292495118250241) 2025-12-09T07:23Z 2521 followers, XXX engagements "$VRT $POWL $ANET $ALAB $CRDO The entire United States currently has approximately XX GW of data center capacity across all workloads. Saudi Arabia is planning to build the equivalent of XX% of America's installed base in a country with X% of its GDP within a decade. For infrastructure investors Saudi Arabia represents a familiar dynamic playing out in an unfamiliar geography" [X Link](https://x.com/Aktiehedonist/status/1998309787340046503) 2025-12-09T08:32Z 2521 followers, XXX engagements "I've never been more convicted. AI infrastructure is the opportunity of the decade maybe longer. Power constraints networking bottlenecks and a capex supercycle that's only beginning. I want compounders reinvesting at 20-30% ROIC with years of runway ahead. $CRDO $ALAB $VRT $ANET $VST And then spice it up with more riskier plays like $IREN and $CIFR" [X Link](https://x.com/Aktiehedonist/status/1998484254829826383) 2025-12-09T20:05Z 2520 followers, 1083 engagements "$TER just reached above 200$ the other day. It's up around XX% since the start of october. Don't miss this company if you are building an AI portfolio" [X Link](https://x.com/Aktiehedonist/status/1998681294880866340) 2025-12-10T09:08Z 2521 followers, XXX engagements "@GavinSBaker My grandkids (not born yet likely XX years away) will ask me how it was to be alive when Musk was doing all his things. He will be one of the big names to forever live on. I trust his words more than most peoples. If he says Data Centers in space will be a thing they will be" [X Link](https://x.com/Aktiehedonist/status/1998858862196305962) 2025-12-10T20:54Z 2522 followers, XXX engagements "Another quarter ahead of posts with " $ADBE is the most undervalued stock there is" theme" [X Link](https://x.com/Aktiehedonist/status/1998867063918702993) 2025-12-10T21:26Z 2522 followers, XXX engagements
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@Aktiehedonist JP Insights
JP Insights posts on X about $vrt, ai, $mda, $cifr the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +71%
- X Months XXXXXXX +1,011,496%
- X Year XXXXXXX +56,925%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX +18,000%
- X Year XXX +4,955%
Followers: XXXXX #
- X Week XXXXX +0.16%
- X Month XXXXX +34%
- X Months XXXXX +139%
- X Year XXXXX +189%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XXXXX% cryptocurrencies XXXXX% finance XX% countries XXXX% technology brands XXXX%
Social topic influence $vrt #27, ai 10%, $mda #9, $cifr 10%, $crdo #126, stocks 6.67%, $powl #3, saudi arabia #843, $wulf 6.67%, $iren XXXX%
Top accounts mentioned or mentioned by @moninvestor @investwithjorge @drjebaim @agrippainv @pdphilaphil @accountingds @earningsguy @thisisorlando @gavinsbaker @oinvests @ballerbrand88 @novaedgecapital @hazresearch @strawhattrade
Top assets mentioned Vertiv Holdings Co (VRT) Moeda Loyalty Points (MDA) Cipher Mining Inc. Common Stock (CIFR) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Powell Industries Inc (POWL) TeraWulf Inc. (WULF) IREN Limited (IREN) Arista Networks Inc (ANET) Astera Labs, Inc. Common Stock (ALAB) NerveNetwork (NVT) Alphabet Inc Class A (GOOGL) Morgan Stanley (MS) Vistra, Corp. (VST) Teradyne, Inc. (TER) Nebius Group N.V. Class A Ordinary Shares (NBIS) Adobe, Inc. (ADBE)
Top Social Posts
Top posts by engagements in the last XX hours
"I started a small beginning position today in $NVT nVent Electric PLC. Anyone else on it"
X Link 2025-12-03T21:17Z 2522 followers, XXX engagements
"Saudi Arabia's $XX Billion AI Bet: What It Means for Data Center Infrastructure Stocks (this is my latest SubStack article wanted to post it here since its free anyway and see if we can find discussion leading to other stocks in great position for the Saudi Arabia buildout) HUMAIN Vision 2030 and why Vertiv Powell Industries and Arista are positioned to capture the Middle East's AI buildout In November 2025 the U.S. Commerce Department quietly approved the export of 35000 NVIDIA Blackwell chips to a company most investors had never heard of: HUMAIN a newly formed Saudi Arabian AI venture"
X Link 2025-12-09T11:36Z 2522 followers, XXX engagements
"My updated view on $MDA after the latest report I spent the weekend reading through the full Q3 numbers and the earnings call. The numbers themselves were strong: +45 % revenue growth XX % EBITDA margins and a C$4.4 B backlog that still gives them multi-year visibility. They reaffirmed full-year guidance kept leverage low and continued investing in core satellite manufacturing capacity. On pure operations its hard to argue with what they delivered. But the risk that kept me cautious a few weeks ago hasnt gone away it has just become easier to quantify. The EchoStar contract is now formally"
X Link 2025-11-16T09:49Z 2520 followers, XXX engagements
"Globalstar now slipping into 2026 CHORUS pushed further out and the EchoStar contract gone after the spectrum sale to SpaceX $MDA is clearly working through some turbulence. Guidance is still intact and the latest report was solid but the execution risk is real. Im not adding here yet. Im happy to hold watch for a clearer catalyst and reassess. I still think MDA sits in an important spot in the space infrastructure stack just not a buy more on autopilot name at this moment"
X Link 2025-12-02T06:50Z 2520 followers, XXX engagements
"Seems like $WULF may run into some community pushback at Cayuga. Link in replies"
X Link 2025-12-03T20:27Z 2520 followers, 1675 engagements
"What is keeping $GOOGL from just outright buying them themselves Like with $WULF and $CIFR which I wrote about the other day"
X Link 2025-12-05T12:23Z 2520 followers, 2521 engagements
"@InvestWithJorge Missing $MDA in the Launch & Logistics layer"
X Link 2025-12-07T17:07Z 2520 followers, XXX engagements
"4 Stocks Im Buying Right Now $VRT $SIMO $CRDO and Munthers"
X Link 2025-12-08T14:29Z 2520 followers, XXX engagements
"$IREN and $CIFR obviously good plays but $VRT. at this time in a new revolution I just can't see how it cannot produce meaningfull returns to investors. I own it. my kids own it"
X Link 2025-12-08T18:33Z 2520 followers, 5188 engagements
"From my substack article :) "The structural thesis is outsourcing. Memory manufacturers like Micron and SK Hynix used to design their own controllers. But as NAND technology has scaled to QLC (4 bits per cell) and beyond the engineering complexity has exploded. A single tape-out for a new 6nm controller can cost $XX million. Increasingly memory companies are deciding its cheaper to buy controllers from specialists than develop them in-house. Q3 showed this thesis playing out: revenue from NAND flash makers grew over XX% year-over-year. PCIe Gen5 controller saleshigher-margin premium"
X Link 2025-12-08T20:48Z 2520 followers, XX engagements
"@DrJebaim Absolutely A very nice partnership for $TGEN and for $VRT of course :)"
X Link 2025-12-09T07:23Z 2521 followers, XXX engagements
"$VRT $POWL $ANET $ALAB $CRDO The entire United States currently has approximately XX GW of data center capacity across all workloads. Saudi Arabia is planning to build the equivalent of XX% of America's installed base in a country with X% of its GDP within a decade. For infrastructure investors Saudi Arabia represents a familiar dynamic playing out in an unfamiliar geography"
X Link 2025-12-09T08:32Z 2521 followers, XXX engagements
"I've never been more convicted. AI infrastructure is the opportunity of the decade maybe longer. Power constraints networking bottlenecks and a capex supercycle that's only beginning. I want compounders reinvesting at 20-30% ROIC with years of runway ahead. $CRDO $ALAB $VRT $ANET $VST And then spice it up with more riskier plays like $IREN and $CIFR"
X Link 2025-12-09T20:05Z 2520 followers, 1083 engagements
"$TER just reached above 200$ the other day. It's up around XX% since the start of october. Don't miss this company if you are building an AI portfolio"
X Link 2025-12-10T09:08Z 2521 followers, XXX engagements
"@GavinSBaker My grandkids (not born yet likely XX years away) will ask me how it was to be alive when Musk was doing all his things. He will be one of the big names to forever live on. I trust his words more than most peoples. If he says Data Centers in space will be a thing they will be"
X Link 2025-12-10T20:54Z 2522 followers, XXX engagements
"Another quarter ahead of posts with " $ADBE is the most undervalued stock there is" theme"
X Link 2025-12-10T21:26Z 2522 followers, XXX engagements