# ![@BCsickel Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1277201982562930689.png) @BCsickel Björn Sickel 🌍🌏🌎

Björn Sickel 🌍🌏🌎 posts on X about ai, $fsly, $lunr, $apld the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1277201982562930689/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1277201982562930689/c:line/m:interactions.svg)

- [--] Week [------] +572%
- [--] Month [-------] +626%
- [--] Months [-------] +557%
- [--] Year [-------] -86%

### Mentions: [--] [#](/creator/twitter::1277201982562930689/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1277201982562930689/c:line/m:posts_active.svg)

- [--] Week [--] +220%
- [--] Month [---] +239%
- [--] Months [---] +171%
- [--] Year [---] -46%

### Followers: [-----] [#](/creator/twitter::1277201982562930689/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1277201982562930689/c:line/m:followers.svg)

- [--] Week [-----] +1.30%
- [--] Month [-----] +2%
- [--] Months [-----] +6.30%
- [--] Year [-----] +19%

### CreatorRank: [---------] [#](/creator/twitter::1277201982562930689/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1277201982562930689/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  44% [finance](/list/finance)  18% [technology brands](/list/technology-brands)  12% [countries](/list/countries)  9% [cryptocurrencies](/list/cryptocurrencies)  4% [celebrities](/list/celebrities)  4% [automotive brands](/list/automotive-brands)  2% [musicians](/list/musicians)  1% [travel destinations](/list/travel-destinations)  1% [social networks](/list/social-networks)  1%

**Social topic influence**
[ai](/topic/ai) 27%, [$fsly](/topic/$fsly) #30, [$lunr](/topic/$lunr) #59, [$apld](/topic/$apld) #147, [the most](/topic/the-most) 7%, [$iren](/topic/$iren) #493, [$aip](/topic/$aip) #3, [$frmi](/topic/$frmi) #22, [$nbis](/topic/$nbis) 4%, [$glxy](/topic/$glxy) 4%

**Top accounts mentioned or mentioned by**
[@vonderleyen](/creator/undefined) [@karlw0lf](/creator/undefined) [@matthewsigel](/creator/undefined) [@madridxtra](/creator/undefined) [@cferraro06](/creator/undefined) [@ilzmcfly](/creator/undefined) [@topsecretstocks](/creator/undefined) [@elonmusk](/creator/undefined) [@sergeycyw](/creator/undefined) [@nasa](/creator/undefined) [@esa](/creator/undefined) [@valueinvest01](/creator/undefined) [@skhynix](/creator/undefined) [@danielpach](/creator/undefined) [@samsolid57](/creator/undefined) [@aplddigital](/creator/undefined) [@siemensenergy](/creator/undefined) [@samuel947117225](/creator/undefined) [@edgeofpower](/creator/undefined) [@dreesenkl](/creator/undefined)

**Top assets mentioned**
[Fastly, Inc. (FSLY)](/topic/$fsly) [Intuitive Machines, Inc. (LUNR)](/topic/$lunr) [Applied Digital Corp. (APLD)](/topic/$apld) [Iris Energy Limited (IREN)](/topic/$iren) [Arteris, Inc. (AIP)](/topic/$aip) [Fermi Inc. (FRMI)](/topic/$frmi) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [TeraWulf Inc. (WULF)](/topic/$wulf) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [Hive (HIVE)](/topic/$hive) [Hive Digital Technologies Ltd (HIVE)](/topic/hive) [Bitdeer Technologies Group (BTDR)](/topic/bitdeer) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [WhiteFiber, Inc.  (WYFI)](/topic/$wyfi) [Digital Realty Trust Inc (DLR)](/topic/$dlr) [Morgan Stanley (MS)](/topic/morgan-stanley) [NVIDIA Corp. (NVDA)](/topic/$nvda) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Hut [--] Mining Corp. (HUT)](/topic/$hut) [Bit Digital, Inc. (BTBT)](/topic/bit-digital) [Applied Optoelectronics, Inc. (AAOI)](/topic/$aaoi)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Agentic AI is "2026 Reality." Gartner predicts that by year-end 40% of enterprise apps will include autonomous AI agents (an 8x increase). $FSLY is the essential infrastructure these agents run on. 🤖"  
[X Link](https://x.com/BCsickel/status/2022777155759771791)  2026-02-14T20:57Z [----] followers, [--] engagements


"Nebius Group ($NBIS) just released its Q4 & Full-Year [----] results. The company is successfully transitioning from its historical roots into a pure-play AI infrastructure powerhouse. The numbers suggest a massive acceleration. 🧵 $NBIS"  
[X Link](https://x.com/BCsickel/status/2021927227164897664)  2026-02-12T12:39Z [----] followers, [---] engagements


"Arteris ($AIP) just dropped their Q4 [----] earnings. As a long-term shareholder this is exactly what "profitable growth" looks like in the semiconductor space. 🧵"  
[X Link](https://x.com/BCsickel/status/2022078270695776464)  2026-02-12T22:40Z [----] followers, [--] engagements


"FlexGen is the real gamechanger here. 🛠 10x productivity boost for SoC design. 30% shorter wire lengths = less heat & lower power consumption. In the world of AI infrastructure power efficiency is the ultimate currency"  
[X Link](https://x.com/BCsickel/status/2022078282137829516)  2026-02-12T22:40Z [----] followers, [--] engagements


"Data Center YTD $TSSI TSS Inc.: +5670% $GLXY Galaxy Digital +3863% $BTDR Bitdeer +3714% $RIOT Riot Platforms +3588% $IREN IREN Limited: +3541% $APLD Applied +3305% $NBIS Nebius Group N.V.: +2990% $CRWV CoreWeave Inc.: +2762% $HIVE HIVE Digital +2711% $FRMI Fermi Inc.: +2515% $SLNH Soluna Holdings +1844% $CORZ Core Scientific +1814% $HUT Hut [--] Corp.: +1634% $BTBT Bit Digital Inc.: +1618% $CIFR Cipher Mining Inc.: +1605% $CLSK CleanSpark Inc.: +1576% $IRM Iron Mountain Inc.: +1558% $DGXX Digi Power X Inc.: +1434% $BITF Bitfarms Ltd.: +1346% $NUAI New Era Energy +1092% $WYFI WhiteFiber Inc.:"  
[X Link](https://x.com/BCsickel/status/2012501691522847226)  2026-01-17T12:26Z [----] followers, [---] engagements


"Der ganze Sektor ist stark. Ja AI Bubble Oktober bis Dezember waren schwierig aber nach April - September auch wichtig Data Center YTD $TSSI TSS Inc.: +5670% $GLXY Galaxy Digital +3863% $BTDR Bitdeer +3714% $RIOT Riot Platforms +3588% $IREN IREN Limited: +3541% $APLD Applied +3305% $NBIS Nebius Group N.V.: +2990% $CRWV CoreWeave Inc.: +2762% $HIVE HIVE Digital +2711% $FRMI Fermi Inc.: +2515% $SLNH Soluna Holdings +1844% $CORZ Core Scientific +1814% $HUT Hut [--] Corp.: +1634% $BTBT Bit Digital Inc.: +1618% $CIFR Cipher Mining Inc.: +1605% $CLSK CleanSpark Inc.: +1576% $IRM Iron Mountain Inc.:"  
[X Link](https://x.com/BCsickel/status/2012651280053793030)  2026-01-17T22:20Z [----] followers, [---] engagements


"@KARLW0LF @cferraro06 Insane cheap Market Cap: $8.4B Cash: $2.6B Crypto: $1.9B = $3.9B residual value for: ⚡ [---] GW capacity at Helios 💰 $1B+ Target Rev (CoreWeave deal) 🏦 Asset Mgmt ($12B AOP) Price per MW: 🔹 APLD: $19.8M 🔸 GLXY: $2.4M"  
[X Link](https://x.com/BCsickel/status/2018793530597245014)  2026-02-03T21:07Z [----] followers, [----] engagements


"$FRMI While others are still planning theyre building the backbone of AI infrastructure in Amarillo TX: ✅ [---] miles of gas pipeline completed ✅ [----] miles of fencing secured ✅ [---] acres of land cleared ✅ Siemens SGT-800 turbines ARRIVED 📦 The first 1GW of clean reliable power is on track for [----]. ⚡ Our SGT-800 gas units [--] have successfully arrived at port and will soon make their way home to Project Matador in Amarillo. While much of the world is stuck waiting on backordered generation we made the moves early securing critical energy infrastructure. Thats the https://t.co/7wiCh8i7JY Our"  
[X Link](https://x.com/BCsickel/status/2018840236667670760)  2026-02-04T00:13Z [----] followers, [---] engagements


"$WYFI The Alpha: 🔒 Ultra-Tight Float: Bit Digital ($BTBT) holds 71% (27M shares) & committed NOT to sell in [----]. 🌊 Free Float: Only 11M shares available. High volatility potential. 💰 Cash Flow: $865M Nscale deal secured. Phase [--] billing starts April [--] Phase [--] on May [--]. May [----] is the catalyst No hot air detected in or around NC-1. When it does arrive it will be moved out via the ducting being installed this week. https://t.co/36wPqeu4Yg No hot air detected in or around NC-1. When it does arrive it will be moved out via the ducting being installed this week. https://t.co/36wPqeu4Yg"  
[X Link](https://x.com/BCsickel/status/2018841688878223795)  2026-02-04T00:19Z [----] followers, [---] engagements


"Ist eher ein SaaS Problem als ein IaaS oder ein AI Pick and Shovel Problem YTD Applied Digital (APLD): +497 % SanDisk (SNDK): +1846 % SK Hynix: +383 % Applied Optoelectronics (AAOI): +318 % AXTI (AXTI): +184 % Samsung: +170 % IREN: +127 % TeraWulf: +87 % Micron (MU): +4696 % https://twitter.com/i/web/status/2019004472123367863 https://twitter.com/i/web/status/2019004472123367863"  
[X Link](https://x.com/BCsickel/status/2019004472123367863)  2026-02-04T11:05Z [----] followers, [---] engagements


"Deutschland wird unabhngig 🔹Telekom (Mnchen) [------] GPUs (Nvidia Blackwell GB200/H200 Mix) Fokus: Industrial AI Cloud fr den deutschen Mittelstand. 🔹CoreWeave [-------] bis [-------] GPUs Besonderheit: Allein am Standort Denton (Texas) wurden im Januar [------] Einheiten fr OpenAI live geschaltet. Weltweit ber [--] Standorte. 🔹IREN (Iris Energy) [-------] GPUs Zielmarke fr Ende 2026; aktuell ca. [------] im Live-Betrieb. 🔹Nebius [------] bis [-------] GPUs (hochgerechnet) Planung fr [----] basiert auf einer massiven Kapazittsausweitung auf [--] Gigawatt Rechenzentrumsleistung. 🔹Applied Digital (APLD) 40.000"  
[X Link](https://x.com/BCsickel/status/2019452233373405310)  2026-02-05T16:45Z [----] followers, [---] engagements


"$DLR earnings confirm the massive bull case for $WYFI and $DGXX 🚀 While giants build "mega-monsters" the specialized 0-1 MW niche is exploding: +38% growth (Interconnection/0-1MW) according to the latest DLR report 📈 Enterprise AI (Pharma Banks) needs this high-density power now. 💎 The Winners: $WYFI (WhiteFiber): Dominating the [--] MW "GPU-as-a-Service" niche. Management confirmed NO selling pressure for [----]. High-margin agility vs. heavy debt. $DGXX (DigiPower X): Already running NVIDIA B200 clusters. Their modular ARMS [---] system is the "Plug-and-Play" gold standard for the Edge. The DLR"  
[X Link](https://x.com/BCsickel/status/2019681317735030990)  2026-02-06T07:55Z [----] followers, [----] engagements


"SHORT SQUEEZE ALERT: Morgan Stanley ignites "Ex-Miner" rally 🚀 MS initiates coverage with massive Price Targets shifting the narrative from Mining to AI Infra. Shorts are officially in the "Danger Zone." 📉🔥 $WULF (TeraWulf) 🎯 PT: $37.00 📊 Short Float: 32.3% DTC: [---] days 📉 Shares Short: 105M $CIFR (Cipher Mining) 🎯 PT: $38.00 📊 Short Float: 16.7% DTC: [---] days 📉 Shares Short: 53M The "Time to Power" play is real. As MS steps in as lead underwriter the cost of betting against these infrastructure giants just skyrocketed. 🏦💎 https://twitter.com/i/web/status/2020823862947004904"  
[X Link](https://x.com/BCsickel/status/2020823862947004904)  2026-02-09T11:35Z [----] followers, [----] engagements


"@ilzmcfly Cipher [--] GW AWS and Fluidstack Google"  
[X Link](https://x.com/BCsickel/status/2020833132627550242)  2026-02-09T12:12Z [----] followers, [--] engagements


"@matthew_sigel I like the REIT comparison $dlr $eqix Whole new game.tax etc"  
[X Link](https://x.com/BCsickel/status/2020839337819013606)  2026-02-09T12:36Z [----] followers, [---] engagements


"Infrastructure Shift 2/10 In Jan [----] $LUNR completed its acquisition of Lanteris Space Systems (ex Maxar Space). They can now build their own satellite buses for LEO MEO and GEO. This pivot from risky individual missions to stable gov-backed infrastructure is a game changer"  
[X Link](https://x.com/BCsickel/status/2020892738326036548)  2026-02-09T16:09Z [----] followers, [---] engagements


"Artemis 2: The first crewed moon mission in 50+ years. While the spotlight is on the astronauts $LUNR provides the "Space Fidelity Network." They act as the essential relay station for telemetric data when Orion is behind the moon"  
[X Link](https://x.com/BCsickel/status/2020892743652843547)  2026-02-09T16:09Z [----] followers, [---] engagements


"LUNRs role goes deeper: 📍 Navigation: Their high-res South Pole maps serve as the "digital twin" for Orions AI Sensor 🧲 Physics: They hold the most precise lunar gravity models (Mascons) for orbit calculations. ☀ $LUNR sensors provide real-time solar radiation warnings"  
[X Link](https://x.com/BCsickel/status/2020892747440312462)  2026-02-09T16:09Z [----] followers, [---] engagements


"Elon Musk recently shifted SpaceX's priority toward a "Moon City." While Starship handles mass transport $LUNR fills the "Last Mile" gapdelivering sensitive payloads and establishing local lunar communication where Starship can't"  
[X Link](https://x.com/BCsickel/status/2020892752708317551)  2026-02-09T16:09Z [----] followers, [---] engagements


"For @NASA and @ESA $LUNR is the "Fast-Track" partner via the CLPS program. Success in Artemis [--] makes them the standard service provider for Artemis 3-5. Their software is becoming so integrated that switching costs for NASA would be astronomical"  
[X Link](https://x.com/BCsickel/status/2020892757993124227)  2026-02-09T16:09Z [----] followers, [---] engagements


"$LUNR owns the most accurate surface data of the lunar South Pole. Any nation or private company (mining research) wanting to land or build there in the future will likely have to license this data. Its a literal data monopoly in the making"  
[X Link](https://x.com/BCsickel/status/2020892762241995045)  2026-02-09T16:09Z [----] followers, [---] engagements


"Top analysts (e.g. Cantor Fitzgerald) see a "Blue Sky" scenario with the $5B NSNS contract. If $LUNR becomes the "Internet Provider" between Earth & Moon we move from volatile one-off payments to high-margin recurring service revenue"  
[X Link](https://x.com/BCsickel/status/2020892767283540034)  2026-02-09T16:09Z [----] followers, [---] engagements


"@matthew_sigel $cifr $wulf etc"  
[X Link](https://x.com/BCsickel/status/2020919018605912187)  2026-02-09T17:53Z [----] followers, [----] engagements


"@value_invest01 $riot would have paid $230 per share in [----]. Before the Data Center Hype"  
[X Link](https://x.com/BCsickel/status/2020923830068445294)  2026-02-09T18:12Z [----] followers, [---] engagements


"@ilzmcfly They need $Cifr + $Wulf + $Iren + $glxy and for 2026/27 Or buy $NBIS or $CORZ [--] GW 🚀"  
[X Link](https://x.com/BCsickel/status/2020928058606354676)  2026-02-09T18:29Z [----] followers, [---] engagements


"Long SK Hynix @SKhynix NVIDIA AI Physics   . 🦾 NVIDIA PhysicsNeMo  SK  AI        . https://t.co/2wSYiHMI7S @SKhynix NVIDIA AI Physics   . 🦾 NVIDIA PhysicsNeMo  SK  AI        . https://t.co/2wSYiHMI7S"  
[X Link](https://x.com/BCsickel/status/2021132840562217269)  2026-02-10T08:03Z [----] followers, [---] engagements


"Huge progress for $FRMI 6x Siemens SGT-800 turbines (600-800 MW) are officially on the wayhardware is hitting the ground. Plus MUFG just stepped in to finance 3x massive SGT6-5000F units adding another [---] GW to the pipeline. MUFG is pleased to support the early stage of Fermi Americas buildout with this equipment financing marking an initial step toward what will become the largest power and AI datacenter campus said Daniel Seltzer Head of Infrastructure Project Finance and Terry McKay MUFG is pleased to support the early stage of Fermi Americas buildout with this equipment financing marking"  
[X Link](https://x.com/BCsickel/status/2021502256374296715)  2026-02-11T08:31Z [----] followers, [---] engagements


"The $FRMI Valuation Gap is getting ridiculous. ⚡🛸 [--] Hardware: 6x SGT-800 turbines arrived in Houston port. 📦 [--] Capital: $500M MUFG loan secured for 3x massive SGT6-5000F units. 💰 [--] Math: Morgan Stanley ( $wulf $cifr $glxy) Base Case ($8/watt) = $22/share. Bull Case ($12/watt) = $33/share. With a 46% short volume ratio and institutional accumulation starting (Jefferies/UBS) the "Execution Risk" discount is evaporating. While the market sleeps on the 75% YTD drop the 2.3GW "HyperGrid" is being built in real-time. Target: $30+ is not a meme it's infrastructure. 🚀"  
[X Link](https://x.com/BCsickel/status/2021509170936070346)  2026-02-11T08:58Z [----] followers, [---] engagements


"@topsecretstocks @DanielPach_ @elonmusk Wenn man berlegt was die GIGA Grnheide fr Brandenburg bedeutet.🫣 Grter Arbeitgeber Steuereinnahmen weniger Langzeitarbeitslose zustzliche Ansiedlungen"  
[X Link](https://x.com/BCsickel/status/2021618128329805932)  2026-02-11T16:11Z [----] followers, [--] engagements


"@samsolid57 $ALAB Huge $6.5B deal with Amazon comes with a catch. Astera Labs issued 3.3M warrants to $AMZN (approx. 1.8% dilution). Impact: 🔹 Gross margins to take a 200bps hit starting Q2 [----] due to warrant accounting. 🔹 Strategic lock-in vs. margin compression"  
[X Link](https://x.com/BCsickel/status/2021618834684424591)  2026-02-11T16:14Z [----] followers, [---] engagements


"$AIP On February 12th we reported our 4Q and FY2025 results. We reported a very strong financial quarter achieving company records and milestones meeting or exceeding all our guided financial metrics. Learn more here ➡ https://t.co/Rx13E1HD7x https://t.co/lIYKB0tAqG On February 12th we reported our 4Q and FY2025 results. We reported a very strong financial quarter achieving company records and milestones meeting or exceeding all our guided financial metrics. Learn more here ➡ https://t.co/Rx13E1HD7x https://t.co/lIYKB0tAqG"  
[X Link](https://x.com/BCsickel/status/2022328838265688119)  2026-02-13T15:15Z [----] followers, [---] engagements


"$PSIX provides the critical energy infrastructure and backup power systems that keep these "AI factories" running. They are the ultimate "picks and shovels" play"  
[X Link](https://x.com/BCsickel/status/2022345575585521836)  2026-02-13T16:22Z [----] followers, [--] engagements


"The Kicker: RPO (Remaining Performance Obligations) surged 55% to $354M. Big enterprise trust is accelerating. $FSLY"  
[X Link](https://x.com/BCsickel/status/2022412493893894333)  2026-02-13T20:48Z [----] followers, [--] engagements


"Why "Inference" Matters 🧠 AI Agents need WebAssembly (Wasm) at the Edge. CEO Kip Compton confirmed it. As AI agents dominate traffic $FSLY acts as the "Air Traffic Control" prioritizing agentic logic and filtering bot-driven noise. Low latency is the new gold"  
[X Link](https://x.com/BCsickel/status/2022412517579104619)  2026-02-13T20:48Z [----] followers, [--] engagements


"$APLD vs. $IREN 🏗⚡ Two different blueprints for the AI revolution. Which one wins the scaling race Applied Digital: The "AI Fortress" Build: Precast Concrete (Thermal mass & protection) Climate: North Dakota (Natural "Free Cooling") Standard: Tier [--] (Enterprise-grade uptime for training) Design: High-density Liquid Cooling for $NVDA Blackwell. Vibe: The high-end lab for LLM Training. IREN: The "Energy Factory" Build: Industrial Steel (Speed & massive airflow) Climate: Texas (Low-cost energy & ERCOT flexibility) Standard: Tier [--] / Industrial Grade (Optimized for cost) Design: Massive"  
[X Link](https://x.com/BCsickel/status/2017144142145401297)  2026-01-30T07:53Z [----] followers, [---] engagements


"$APLD vs. $IREN 🏗⚡ Two different blueprints for the AI revolution. Which one wins the scaling race Applied Digital: The "AI Fortress" Build: Precast Concrete (Thermal mass & protection) Climate: North Dakota (Natural "Free Cooling") Standard: Tier [--] (Enterprise-grade uptime for training) Design: High-density Liquid Cooling for $NVDA Blackwell. Vibe: The high-end lab for LLM Training. IREN: The "Energy Factory" Build: Industrial Steel (Speed & massive airflow) Climate: Texas (Low-cost energy & ERCOT flexibility) Standard: Tier [--] / Industrial Grade (Optimized for cost) Design: Massive"  
[X Link](https://x.com/BCsickel/status/2017316676715663698)  2026-01-30T19:19Z [----] followers, [---] engagements


"Hi @APLDdigital As a shareholder Im concerned about the brand representation at recent industry events like the NDSU Expo. Given Applied Digitals $10 billion market cap and its role as a key player in the AI factory buildout the current 'boots-on-the-ground' presentation feels disconnected from the companys actual scale and success. Strengthening the corporate identity at the recruitment level should be a priority. https://twitter.com/i/web/status/2021160325794480582 https://twitter.com/i/web/status/2021160325794480582"  
[X Link](https://x.com/BCsickel/status/2021160325794480582)  2026-02-10T09:52Z [----] followers, [---] engagements


"CEO Charlie Janac delivered a confident call. Arteris is sitting at the epicenter of the Chiplet trend. With the Cycuity (Security) integration they are becoming indispensable for giants like NXP and Altera. As AI chips get more complex Arteris becomes more essential. 🎙 $AIP"  
[X Link](https://x.com/BCsickel/status/2022078278040007004)  2026-02-12T22:40Z [----] followers, [--] engagements


"Why the 43% [--] Earnings Explosion: Q3 results showed a staggering 62% YoY revenue growth and a 60% jump in EPS. [--] Wall Street Wake-up: Jefferies recently initiated coverage with a "BUY" PT $110 [--] Value Gap: trades at a P/E of 17.6xhalf the industry average $PSIX"  
[X Link](https://x.com/BCsickel/status/2022345580585140285)  2026-02-13T16:22Z [----] followers, [---] engagements


"With a Return on Equity (ROE) of over 70% $PSIX is showing elite profitability. As the race for AI infrastructure heats up the demand for reliable power systems is only going one way: UP"  
[X Link](https://x.com/BCsickel/status/2022345585723101232)  2026-02-13T16:22Z [----] followers, [--] engagements


"$FRMI Excited to share that our first six @Siemens_Energy SGT800 Units have all officially arrived at port These gas generation assets alone boast over [---] megawatts of power for Project Matador - and were just getting started. These units are the most coveted assets in the world https://t.co/vDICqZcGSA Excited to share that our first six @Siemens_Energy SGT800 Units have all officially arrived at port These gas generation assets alone boast over [---] megawatts of power for Project Matador - and were just getting started. These units are the most coveted assets in the world"  
[X Link](https://x.com/BCsickel/status/2022360740754264076)  2026-02-13T17:22Z [----] followers, [---] engagements


"Fastly The pivot from model training to Edge-based AI Agents is officially underway. Fastly isnt just a CDN anymore; its the "Intelligence Layer." $FSLY 🧵"  
[X Link](https://x.com/BCsickel/status/2022412484666364393)  2026-02-13T20:48Z [----] followers, [---] engagements


"Fastly has emerged from the shadow of its competitors. As we move deep into [----] its role as the critical infrastructure for the Inference Wave is undeniable. Systematic relevance achieved. Bullish. 🚀 $FSLY"  
[X Link](https://x.com/BCsickel/status/2022412545685094690)  2026-02-13T20:48Z [----] followers, [---] engagements


"The Numbers Don't Lie 📈 This wasnt just a beat; it was an operational breakout. Revenue: $172.6M (+23% YoY) crushed guidance. EPS (Non-GAAP): $0.12 vs. $0.06 expected. $fsly"  
[X Link](https://x.com/BCsickel/status/2022412551339024451)  2026-02-13T20:48Z [----] followers, [---] engagements


"@Samuel947117225 @edge_of_power @Dreesenkl Best Bitcoin Miner going AI Data is Applied Digital $apld"  
[X Link](https://x.com/BCsickel/status/2014662604518465590)  2026-01-23T11:32Z [----] followers, [---] engagements


"Intuitive Machines 🌑🌕 $LUNR at $247 A deep dive into the backbone of the new lunar economy. From a simple lander company to a vertically integrated infrastructure giant. Heres why Intuitive Machines is becoming indispensable"  
[X Link](https://x.com/BCsickel/status/2020892732470751528)  2026-02-09T16:09Z [----] followers, [---] engagements


"🔥 Short Interest: 30.5% of float DTC: [---] days 📈 Volume: 130% above avg today The shorts are trapped. Any positive catalyst could trigger a massive squeeze toward fundamental revaluation"  
[X Link](https://x.com/BCsickel/status/2020892771993649576)  2026-02-09T16:09Z [----] followers, [---] engagements


"$LUNR trades at a 4x-6x P/S while SpaceX is valued at 40x. If $LUNR is rerated as a system-critical infrastructure monopoly at a 40x P/S (SpaceX level) the stock lands at $247. Bull case EOY: $100. DYOR. 🚀🌑 #MoonCity #LUNR"  
[X Link](https://x.com/BCsickel/status/2020892776368390530)  2026-02-09T16:09Z [----] followers, [---] engagements


"Institutional money is moving 📈 The February [----] MSCI Index Review is out and it's a massive win for our core strategy. Effective Feb [--] key players are joining the MSCI USA Index: 🛰 $ASTS (AST SpaceMobile) Now a top-3 global addition by market cap ⛏ $IREN (IREN) AI-Infrastructure & Mining validation complete. 💡 $LITE (Lumentum) The optics backbone for the AI era. https://twitter.com/i/web/status/2021584950789583147 https://twitter.com/i/web/status/2021584950789583147"  
[X Link](https://x.com/BCsickel/status/2021584950789583147)  2026-02-11T13:59Z [----] followers, [---] engagements


"Why is $ASTS restructuring its debt right now Its more than just saving interest. Its the final technical requirement for its "Promotion" into the global elite of stocks: the MSCI World Index"  
[X Link](https://x.com/BCsickel/status/2021726825022406668)  2026-02-11T23:23Z [----] followers, 14.2K engagements


"Revenue: $20.1M (up 30% YoY) 📊 Record RPO: $116.8M (up 32% YoY) the highest in company history. Cashflow Milestone: Positive Free Cashflow of $3.0M (15% margin). Arteris is proving they can scale efficiently $AIP"  
[X Link](https://x.com/BCsickel/status/2022078273497555272)  2026-02-12T22:40Z [----] followers, [--] engagements


"The [--] Billion Milestone Arteris tech has now been integrated into over [--] BILLION chips and chiplets worldwide. 🌍 This isn't just a stat; its proof that their Network-on-Chip (NoC) IP is the backbone of modern silicon especially for AI-ready systems $AIP"  
[X Link](https://x.com/BCsickel/status/2022078291818213400)  2026-02-12T22:40Z [----] followers, [---] engagements


"$PSIX is on absolute fire 🔥 Up +43% in just [--] days breaking the crucial $100 mark to hit $101.82. 🧵"  
[X Link](https://x.com/BCsickel/status/2022345548041490453)  2026-02-13T16:22Z [----] followers, [---] engagements


"$hive HIVE isn't chasing AI fairy tales. We're building toward $140M+ in annualized GPU cloud revenue through measured steps. Todays contracts lift HPC ARR from $20M-$35M w/ clear line-of-sight to our $140M target via contracted demand + capital discipline. https://t.co/3Bc6ZLWGLZ HIVE isn't chasing AI fairy tales. We're building toward $140M+ in annualized GPU cloud revenue through measured steps. Todays contracts lift HPC ARR from $20M-$35M w/ clear line-of-sight to our $140M target via contracted demand + capital discipline. https://t.co/3Bc6ZLWGLZ"  
[X Link](https://x.com/BCsickel/status/2022376353534820488)  2026-02-13T18:24Z [----] followers, [---] engagements


"On Jan 1st the stock was trading just above $10. At the time I forecasted a 50-100% potential for [----]. New data and insights now confirm this thesis and demand a massive upward revision. $FSLY Quo Vadis A thread. 🧵"  
[X Link](https://x.com/BCsickel/status/2022777091616358527)  2026-02-14T20:56Z [----] followers, [---] engagements


"Matthew Prince $NET CEO confirms: AI agents use the web differently. A human checks [--] pages; an agent checks [----]. In January alone this traffic doubled weekly. $FSLYs edge architecture is built for this scale. 📊"  
[X Link](https://x.com/BCsickel/status/2022777173426204761)  2026-02-14T20:57Z [----] followers, [--] engagements


"The "Efficiency Enabler": AI workflows are expensive. $FSLYs AI Accelerator uses Semantic Caching to slash API costs for OpenAI & others. Companies save massive capital by routing agents through $FSLY. 💰"  
[X Link](https://x.com/BCsickel/status/2022777450233536546)  2026-02-14T20:58Z [----] followers, [---] engagements


"@SergeyCYW do you remember"  
[X Link](https://x.com/BCsickel/status/2022799053348634723)  2026-02-14T22:24Z [----] followers, [--] engagements


"@SpaceInvestor_D Nice picture of $RDW iRosa at work. Thanks @SpaceX"  
[X Link](https://x.com/BCsickel/status/2022813119815225645)  2026-02-14T23:20Z [----] followers, [--] engagements


"@Philipmelo126 @C345Sam @KMbappe Thanks"  
[X Link](https://x.com/BCsickel/status/1674902576792256512)  2023-06-30T22:07Z [----] followers, 244.2K engagements


"@MyLordBebo Darkness Imprisoning me All that I see Absolute horror I cannot live I cannot die Trapped in myself Body my holding cell Metallica One"  
[X Link](https://x.com/BCsickel/status/1695191687922958513)  2023-08-25T21:49Z [----] followers, 29.8K engagements


"@elonmusk @JackPosobiec Berlin Mohammed is again the most popular first name for newborn boys in Berlin - as it was in four of the past five years"  
[X Link](https://x.com/BCsickel/status/1727989484476568027)  2023-11-24T09:56Z [----] followers, 28.3K engagements


"@Bundeskanzler Shaped ist gut"  
[X Link](https://x.com/anyuser/status/1730158989021728879)  2023-11-30T09:37Z [----] followers, 14.2K engagements


"@CENTCOM Why are you in Iraq and Syria Wich UN Mandat"  
[X Link](https://x.com/anyuser/status/1743283487568732237)  2024-01-05T14:49Z [----] followers, 15.4K engagements


"They are testing the resistance in a small country like Ireland first. The Irish government wants to pass a law that could see you or your loved ones jailed for possession of memes cartoons or any content that could be deemed "hateful". The Bill includes no definition of hate and is wide open to abuse by bad actors. Defend free speech say no to this legislation"  
[X Link](https://x.com/anyuser/status/1747333234776478020)  2024-01-16T19:01Z [----] followers, 12.1K engagements


"@archi_tradition Scotland 🏴 City Edinburgh Greetings from Germany"  
[X Link](https://x.com/BCsickel/status/1749520612534407396)  2024-01-22T19:53Z [----] followers, 18.4K engagements


"@guyverhofstadt Ai Weiwei about free speech in the West"  
[X Link](https://x.com/BCsickel/status/1755187874683625721)  2024-02-07T11:12Z [----] followers, [----] engagements


"@vonderleyen ".and our values" 🤬"  
[X Link](https://x.com/anyuser/status/1758515018113438144)  2024-02-16T15:33Z [----] followers, [----] engagements


"@theMadridZone"  
[X Link](https://x.com/anyuser/status/1774555216198660213)  2024-03-31T21:51Z [----] followers, [----] engagements


"Toni Kroos Klopp called Toni Kroos a genius. Johan Cruyff said he should of won the Ballon dOr. Xavi said Kroos reminds him of himself. Paul Scholes said he tried to play like Kroos. Guardiola said he is the most bravest player he has seen. Zidane said when he will retire he will tell people that he coached Kroos. ✅ He has won [--] World Cup. ✅ He has won [--] Champions League. ✅ He has won [--] Club World Cup (most in history). ✅ He has won [--] UEFA Super Cup (most in history). ✅ He has won [--] La Liga. ✅ He has won [--] Spanish Supercup. ✅ He has won [--] Copa del Rey. ✅ He has won [--] Bundesliga. ✅ He has won"  
[X Link](https://x.com/BCsickel/status/1786344881566220591)  2024-05-03T10:39Z [----] followers, 65.6K engagements


"Ich versuche mit veganen Bratwrsten das Klima zu retten. Die Sonne: Hold my beer A look at my solar telescope and the most active sunspot in decades https://t.co/tSREe60nXD A look at my solar telescope and the most active sunspot in decades https://t.co/tSREe60nXD"  
[X Link](https://x.com/BCsickel/status/1789234047077548487)  2024-05-11T10:00Z [----] followers, [---] engagements


"@GeniusMo10 Not playing a final"  
[X Link](https://x.com/BCsickel/status/1792178707181777170)  2024-05-19T13:01Z [----] followers, 58.7K engagements


"One more for Toni [--] Kroos Klopp called Toni Kroos a genius. Johan Cruyff said he should of won the Ballon dOr. Xavi said Kroos reminds him of himself. Paul Scholes said he tried to play like Kroos. Guardiola said he is the most bravest player he has seen. Zidane said when he will retire he will tell people that he coached Kroos. Phil Foden: The most difficult player I faced this season Toni Kroos. Jude Bellingham: Best player Ive ever played with Toni Kroos or Luka Modri. ✅ He has won [--] World Cup. ✅ He has won [--] Champions League. ✅ He has won [--] Club World Cup (most in history). ✅ He has won 5"  
[X Link](https://x.com/BCsickel/status/1795013853081739342)  2024-05-27T08:47Z [----] followers, 50.9K engagements


"One more for Toni Kroos ✅ He has won [--] World Cup. ✅ He has won [--] Champions League. ✅ He has won [--] Club World Cup (most in history). ✅ He has won [--] UEFA Super Cup (most in history). ✅ He has won [--] La Liga. ✅ He has won [--] Spanish Supercup. ✅ He has won [--] Copa del Rey. ✅ He has won [--] Bundesliga. ✅ He has won [--] DFB Pokal. Lothar Matthus: "Toni is one of the greatest players ever. In terms of success he is perhaps even the greatest German national player. Especially if he now wins the European Championship with Germany. He can now win the Champions League for the sixth time is with that FC Bayern"  
[X Link](https://x.com/BCsickel/status/1795379290327904331)  2024-05-28T08:59Z [----] followers, 17.7K engagements


"@vonderleyen Democracy"  
[X Link](https://x.com/anyuser/status/1795505660429254829)  2024-05-28T17:21Z [----] followers, [----] engagements


"@MadridXtra Go for Gold"  
[X Link](https://x.com/anyuser/status/1795805616377618545)  2024-05-29T13:13Z [----] followers, 25.8K engagements


"Ukraine is not part of your Job "the Heads of State or Government of the EU countries with the consent of the European Parliament Tasks: Political leadership of the Commission Convening and chairing meetings of the College of Commissioners Leading role in the implementation of EU policy by the Commission Participation in G7 meetings Participation in policy debates in the European Parliament and between the governments of the EU countries in the Council of the European Union""  
[X Link](https://x.com/anyuser/status/1800524440758816862)  2024-06-11T13:44Z [----] followers, [----] engagements


"@ESPNFC GOAT vs Messi"  
[X Link](https://x.com/BCsickel/status/1801241659864130042)  2024-06-13T13:14Z [----] followers, 26.4K engagements


"@vonderleyen [--] Here what you said at No. [--] "Chips from dishwasher""  
[X Link](https://x.com/anyuser/status/1803735858610131003)  2024-06-20T10:25Z [----] followers, 12K engagements


"@TartanArmyGroup I visited Scottland a few times great people and wonderful country"  
[X Link](https://x.com/BCsickel/status/1803882836207824962)  2024-06-20T20:09Z [----] followers, 85.3K engagements


"@SelecaoTalk"  
[X Link](https://x.com/BCsickel/status/1807894435956773150)  2024-07-01T21:49Z [----] followers, 44.9K engagements


"@MadridXtra He needs Toni Kroos"  
[X Link](https://x.com/BCsickel/status/1808897272077246592)  2024-07-04T16:14Z [----] followers, 487K engagements


"@MadridXtra Cry harder"  
[X Link](https://x.com/anyuser/status/1808958350748459154)  2024-07-04T20:17Z [----] followers, 94.2K engagements


"@vestager @X Greetings from Germany"  
[X Link](https://x.com/anyuser/status/1811787204005409203)  2024-07-12T15:38Z [----] followers, 17.3K engagements


"@vonderleyen @EU_Commission Ukraine ist not a member of the EU"  
[X Link](https://x.com/anyuser/status/1813585589473808813)  2024-07-17T14:44Z [----] followers, [----] engagements


"@JoePompliano The new Jerseys are 🔥"  
[X Link](https://x.com/anyuser/status/1813665227558564253)  2024-07-17T20:01Z [----] followers, 38.7K engagements


"@JamesLucasIT Germany"  
[X Link](https://x.com/anyuser/status/1814370867096269100)  2024-07-19T18:44Z [----] followers, 22.8K engagements


"@ylecun Says a Facebook offical"  
[X Link](https://x.com/anyuser/status/1814934050127180179)  2024-07-21T08:02Z [----] followers, 75.1K engagements


"Saudi Arabia threatens to sell European bonds if the EU touches Russian money Saudi Arabia has warned the EU that it would sell some or all of its European debt if the G-7 decides to confiscate Russia's frozen assets according to a Bloomberg report. In May the European Union approved a U.S.-backed initiative to use profits and interest from Russian assets to provide military support to Ukraine. This decision marked a significant departure from an earlier proposal which Vladimir Zelensky had strongly supported to directly seize about $300 billion in Russian assets. The Saudi Arabian Finance"  
[X Link](https://x.com/anyuser/status/1816767147235737970)  2024-07-26T09:26Z [----] followers, 31.4K engagements


"@EmmanuelMacron 🤔"  
[X Link](https://x.com/BCsickel/status/1816950802013126815)  2024-07-26T21:36Z [----] followers, 47.3K engagements


"@todayyearsold His reaction 🤩"  
[X Link](https://x.com/anyuser/status/1819269529526243646)  2024-08-02T07:10Z [----] followers, 239.9K engagements


"@RnaudBertrand Purple faces"  
[X Link](https://x.com/anyuser/status/1821510925871944057)  2024-08-08T11:37Z [----] followers, 25.9K engagements


"@Sino_Market What's the fuel for Hua Hong Semiconductor"  
[X Link](https://x.com/BCsickel/status/1958848665465790947)  2025-08-22T11:08Z [----] followers, [--] engagements


"@SergeyCYW Why are SK Hynix and Samsung not in that list"  
[X Link](https://x.com/BCsickel/status/2017509137433715041)  2026-01-31T08:03Z [----] followers, [---] engagements


"@matthew_sigel @B0thSidesNow 😅 Insane cheap Market Cap: $8.4B Cash: $2.6B Crypto: $1.9B = $3.9B residual value for: ⚡ [---] GW capacity at Helios 💰 $1B+ Target Rev (CoreWeave deal) 🏦 Asset Mgmt ($12B AOP) Price per MW: 🔹 APLD: $19.8M 🔸 GLXY: $2.4M"  
[X Link](https://x.com/BCsickel/status/2018770734277927365)  2026-02-03T19:37Z [----] followers, [--] engagements


"@TheHube @KARLW0LF @cferraro06 At $apld"  
[X Link](https://x.com/BCsickel/status/2018949691384152523)  2026-02-04T07:28Z [----] followers, [---] engagements


"@TychodeFeijter It's a SAIC Or first Xpeng VW"  
[X Link](https://x.com/BCsickel/status/2019187827578175840)  2026-02-04T23:14Z [----] followers, [--] engagements


"Medizin und AI: $ABCL AbCellera Biologics Inc. ($ABCL) ist ein Biotechnologieunternehmen das sich auf die Entdeckung und Entwicklung von Antikrper-Therapeutika spezialisiert hat. Das Geschftsmodell des Unternehmens basiert auf einer technologiegetriebenen Plattform KI maschinelles Lernen und Mikrofluidik kombiniert um die Antikrperentdeckung zu beschleunigen und zu optimieren. [--]. Kern des Geschftsmodells Antikrper-Entdeckung AbCellera hat eine proprietre Plattform entwickelt die es ermglicht Antikrper mit hoher Przision und Geschwindigkeit zu identifizieren und zu optimieren. Diese Plattform"  
[X Link](https://x.com/BCsickel/status/1973657510016905366)  2025-10-02T07:53Z [----] followers, [---] engagements


"Ron Baron $TSLA: each plant Musk builds costs $7B runrate 1M per year each car $15k gross profit. So each plant makes $15B profit a year"  
[X Link](https://x.com/anyuser/status/1562790646779629569)  2022-08-25T13:15Z [----] followers, [----] engagements

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