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# ![@BrokenToysInv Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1976276812826017792.png) @BrokenToysInv Tim Titan

Tim Titan posts on X about $frmi, ai, money, $mtnoy the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1976276812826017792/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1976276812826017792/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +640%

### Mentions: XX [#](/creator/twitter::1976276812826017792/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1976276812826017792/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX +714%

### Followers: XXX [#](/creator/twitter::1976276812826017792/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1976276812826017792/c:line/m:followers.svg)

- X Week XXX +45%
- X Month XXX +755%

### CreatorRank: XXXXXXX [#](/creator/twitter::1976276812826017792/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1976276812826017792/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [exchanges](/list/exchanges)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[$frmi](/topic/$frmi) #18, [ai](/topic/ai) 15.94%, [money](/topic/money) 6.52%, [$mtnoy](/topic/$mtnoy) #1, [$mtnjo](/topic/$mtnjo) #1, [business](/topic/business) 5.07%, [$jmia](/topic/$jmia) #4, [future](/topic/future) 5.07%, [stocks](/topic/stocks) 4.35%, [longterm](/topic/longterm) #1215

**Top accounts mentioned or mentioned by**
[@wakerife123](/creator/undefined) [@deetmesquite](/creator/undefined) [@realjgbanks](/creator/undefined) [@ashton1nvests](/creator/undefined) [@grok](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@finimize](/creator/undefined) [@etfinvestmnts](/creator/undefined) [@wedbush](/creator/undefined) [@wedbushfunds](/creator/undefined) [@divestech](/creator/undefined) [@danielnewmanuv](/creator/undefined) [@skyrosa17](/creator/undefined) [@firedupwealth](/creator/undefined) [@mikelongterm](/creator/undefined) [@midascabal](/creator/undefined) [@0902jcmida](/creator/undefined) [@bartbart6661](/creator/undefined) [@wealthcoachmak](/creator/undefined) [@mehtasdeepak](/creator/undefined)

**Top assets mentioned**
[Fermi Inc. Common Stock (FRMI)](/topic/$frmi) [NVIDIA Corp. (NVDA)](/topic/$nvda) [RAI Finance (SOFI)](/topic/$sofi) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Advanced Micro Devices (AMD)](/topic/$amd) [Palantir (PLTR)](/topic/$pltr) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Mastercard, Inc. (MA)](/topic/$ma) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Vistra, Corp. (VST)](/topic/$vst) [Twenty One Capital Inc (XXI)](/topic/twenty-one-capital) [Bitcoin (BTC)](/topic/bitcoin) [CatCoin (CAT)](/topic/$cat) [Equinix Inc (EQIX)](/topic/$eqix) [NextEra Energy Inc (NEE)](/topic/$nee) [L3Harris Technologies Inc (LHX)](/topic/$lhx) [Limitus (LMT)](/topic/$lmt) [Tesla, Inc. (TSLA)](/topic/$tsla) [Mario Coin (COIN)](/topic/$coin)
### Top Social Posts
Top posts by engagements in the last XX hours

"$FRMI - Received $150M from their first tenant and have already started building for them. They should be generating their first Gigawatt in 2026"  
[X Link](https://x.com/BrokenToysInv/status/1996391026416841060)  2025-12-04T01:28Z XXX followers, XXX engagements


"Main Thesis Confirmed: AIs Power Demand Validates $FRMI Strategy. News today confirms the critical nature of the Artificial Intelligence (AI) power bottleneck. NVIDIA CEO Jensen Huang described next-generation facilities as "gigawatt factories" that the public grid cannot sustain projecting tech firms will need to deploy on-site nuclear Small Modular Reactors (SMRs) within the next few years. This consensus from the highest level of the tech sector is a direct validation of the Fermi America ($FRMI) business model. Their strategydeveloping a massive private electric grid (Project Matador)"  
[X Link](https://x.com/BrokenToysInv/status/1998176366080991286)  2025-12-08T23:42Z XXX followers, XXX engagements


"$SNCY Sun Country is opening a new base at the Cincinnati and Northern Kentucky Airport and that is a bigger deal than people think. CVG sits at the heart of Amazons cargo network and expanding operations there strengthens both the passenger and the cargo sides of the business. This is how smaller airlines grow into serious players; one strategic move at a time. #stocks #airlines #logistics"  
[X Link](https://x.com/BrokenToysInv/status/1996598736059826444)  2025-12-04T15:13Z XXX followers, XX engagements


"$SNCY Sun Country just locked in a move that changes the game opening a base at CVG (Cincinnati/Northern-Kentucky) right in the middle of Amazons biggest cargo hub. Thats major. Cargo + geography + a growing passenger network gives SNCY a rare hybrid mix few airlines can claim. If 2026 sees this roll out smoothly we could be looking at a re-rated airline. #stocks #airlines #cargo #logistics"  
[X Link](https://x.com/BrokenToysInv/status/1996029720635244726)  2025-12-03T01:32Z XXX followers, XX engagements


"$SNCY Sun Country just locked in a move that changes the game opening a base at CVG (Cincinnati/Northern-Kentucky) right in the middle of Amazons biggest cargo hub. Thats major. Cargo + geography + a growing passenger network gives SNCY a rare hybrid mix few airlines can claim. If 2026 sees this roll out smoothly we could be looking at a re-rated airline. #stocks #airlines #cargo #logistics"  
[X Link](https://x.com/BrokenToysInv/status/1996041153624338780)  2025-12-03T02:17Z XXX followers, XX engagements


"$MARA Marathon keeps trying to evolve past the old pure miner label now pushing deeper into vertical integration efficiency upgrades and long-term infrastructure. Its a smart move in a cycle where margins get crushed and only the grown ups survive. Whether they pull it off or not this is the version of MARA that actually has a shot at competing when the next crypto wave hits. #crypto #bitcoin #stocks"  
[X Link](https://x.com/BrokenToysInv/status/1996220663015645427)  2025-12-03T14:11Z XXX followers, XXX engagements


"$JMIA Three clean reasons this thing can make a run at XX over the next twelve months: X. The turnaround is finally working. Unit economics are getting better costs are lighter and the business is trending toward a structure that actually scales. X. GMV and revenue growth returned. When an emerging market platform shows real demand momentum again the market usually revalues it fast. X. Institutions are quietly stepping back in. Smart money does not chase hype. They position early when they see a margin story forming. If Jumia keeps showing this same pace of improvement a twenty handle is not"  
[X Link](https://x.com/BrokenToysInv/status/1996733628991012955)  2025-12-05T00:09Z XXX followers, XXX engagements


"$JMIA - People argue about whether Jumia can ever make money. But heres what management is actually guiding for: A path to full-year profitability and positive free cash flow around 2027 20%+ long-term EBITDA margins if they hit scale XXXX point increase in take-rates over time Its not fast. But it is a real plan"  
[X Link](https://x.com/BrokenToysInv/status/1997012596700963239)  2025-12-05T18:38Z XXX followers, 1027 engagements


"$JMIA - The volatility in JMIA makes it look like nothing is improving. But the filings say the opposite: Liquidity has stabilized Cost structure has been cleaned up Losses are shrinking Orders are rising again The company looks more disciplined than at any point since IPO Sometimes the business turns before the stock does"  
[X Link](https://x.com/BrokenToysInv/status/1997390586719134026)  2025-12-06T19:40Z XXX followers, 1813 engagements


"$JMIA the setup looks clean but I think the next leg higher still needs a catalyst. With emerging market names like this the real driver isnt just the chart; its whether the broader market is in a risk-on mood and whether FX (foreign exchange) headwinds stay calm. If the market leans risk on a break and hold over $XX becomes a lot more realistic. Without that backdrop it may keep grinding in this range. #JMIA #Momentum #Trading"  
[X Link](https://x.com/BrokenToysInv/status/1997784425321365777)  2025-12-07T21:44Z XXX followers, XXX engagements


"@0902jcmida $JMIA Its my number three position but honestly Im counting on my $MTNOY / $MTN.JO stake to benefit even more from the Starlink expansion. MTN is built right into the connectivity story and wider access across Africa lifts the whole ecosystem"  
[X Link](https://x.com/BrokenToysInv/status/1997906755817209997)  2025-12-08T05:51Z XXX followers, XXX engagements


"@BartBart6661 Currently at $XXXXX. but will buy more in the morning if it doesn't spike on some sudden news"  
[X Link](https://x.com/BrokenToysInv/status/1997918999141650458)  2025-12-08T06:39Z XXX followers, XX engagements


"@WealthCoachMak Could the real issue be the $24000 capital That's too high for many people to relate to. Maybe using smaller numbers would help. Also sometimes making the trade sound too easy can make people worry about the risk you might not be fully explaining. Just a thought"  
[X Link](https://x.com/BrokenToysInv/status/1998098088129601727)  2025-12-08T18:31Z XXX followers, XXX engagements


"What the moats are. $ASML has a monopoly on extreme lithography machines. $TSM builds the worlds most advanced chips at scale. $GOOGL owns the deepest search data and AI infrastructure. $V runs an essential global payments network. $MA has the same network moat with massive partnerships. $TMDX dominates organ perfusion with little competition. $META controls the largest social graph and ad engine. $AXON owns the full ecosystem of modern policing tech. $AMZN commands unmatched logistics and AWS cloud power. $FFX compounds through disciplined underwriting and investing. $SPGI is a gatekeeper"  
[X Link](https://x.com/BrokenToysInv/status/1997045106168463746)  2025-12-05T20:47Z XXX followers, 1885 engagements


"$MTNOY $MTN.JO Most people in the U.S. only know the OTC ticker for MTN but the real action happens on the Johannesburg exchange. I am covering both now because MTN is one of the most important telecom and mobile money players in Africa and the story is much bigger than what U.S. investors usually see. #MTN #JSE #AfricaTech #Telecom #EmergingMarkets"  
[X Link](https://x.com/BrokenToysInv/status/1997196558463652214)  2025-12-06T06:49Z XXX followers, XXX engagements


"@mehtasdeepak @Ashton_1nvests I use it. What I like most about it is the vaults you can set up. A few other banks have something similar but my money isn't backing them. I also like Relay and the interest is nice. I think the free financial planner service is epic for new/younger people"  
[X Link](https://x.com/BrokenToysInv/status/1997332916271980808)  2025-12-06T15:50Z XXX followers, XX engagements


"Graphite might be one of the most underrated plays in the EV/battery boom. A few small public companies (GPHOF NMG TII EAF) are trying to supply battery-grade graphite; if demand holds these could blow up. But its risky; materials supply competition timing all matter. Worth keeping on watchlist not going all in"  
[X Link](https://x.com/BrokenToysInv/status/1997403218213535759)  2025-12-06T20:30Z XXX followers, XX engagements


"$MTNOY $MTNJO Yahoo just bumped MTNs fair value estimate higher even though revenue expectations eased a bit. That kind of move usually means the market narrative is shifting toward the parts of the business that actually drive long-term value. MTNs scale cash flow and the coming FinCo unlock still feel underpriced compared to where the fundamentals are pointing. #MTNOY #MTNJO #AfricaTech #EmergingMarkets"  
[X Link](https://x.com/BrokenToysInv/status/1997690109643080015)  2025-12-07T15:30Z XXX followers, XX engagements


"$VST ERCOTs February outlook shows how fast Texas is changing. Population growth new factories and nonstop data center construction push demand higher every year. The grid isnt breaking. The state is just growing faster than anyone expected. #Texas #energy #infrastructure $FRMI"  
[X Link](https://x.com/BrokenToysInv/status/1997873888496091312)  2025-12-08T03:40Z XXX followers, XXX engagements


"$MTN.JO $MTNOY - Management is actively cleaning up the mobile money business for a clear value unlock. Shareholders in Ghana just approved merging their MoMo entities a major structural step for cleaner operations. This protects the value of the mobile money division and paves the way for a potential public listing of the MoMo segment in the future. This is the kind of smart financial execution long term investors need to see. #AfricaFintech #MTNGroup #ValueUnlock #Fintech"  
[X Link](https://x.com/BrokenToysInv/status/1998117328844689814)  2025-12-08T19:47Z XXX followers, XX engagements


"$MTNOY $MTN.JO - The real growth story is connecting millions of new customers in Africa. MTNs partnership with SMEDAN to boost digital capacity for XX million small businesses in Nigeria is huge. This is how the company drives massive sustainable transaction volume. They are directly digitizing the vast informal economy which immediately expands the market for their MoMo platform and ensures multi year growth. #EmergingMarkets #Nigeria #Jumia #DigitalEconomy #MarketScale"  
[X Link](https://x.com/BrokenToysInv/status/1998147574789013799)  2025-12-08T21:48Z XXX followers, XX engagements


"@Invest_Brandon To me this strategy only works if the premium justifies the risk. Anything less than a X% premium each week is not worth the management effort or the locked up capital. High conviction trading demands a high performance benchmark"  
[X Link](https://x.com/BrokenToysInv/status/1998187275088224736)  2025-12-09T00:25Z XXX followers, XXX engagements


"$BTC - You might have missed this but Wall Street just took another massive step into the deep end of crypto. 🤯 Today a Bitcoin-native company called Twenty One Capital starts trading on the NYSE under the ticker XXI. Why is this a huge deal and not just another listing This company is backed by SoftBank and majority-owned by Tether and Bitfinexsome of the biggest names in both tech and crypto. They hold over 43500 Bitcoin and are using a traditional Wall Street merger to list. This isn't just trading Bitcoin. This is the full integration of digital assets into legacy finance. The line is"  
[X Link](https://x.com/BrokenToysInv/status/1998259705651573232)  2025-12-09T05:13Z XXX followers, XX engagements


"Short interest is still around XX% even after they raised $2B in fresh liquidity and cleared out the older high coupon debt. When a balance sheet gets that strong and shorts stay that high something eventually breaks. With this kind of capital stack and rising GPU demand the pressure isnt on the long side"  
[X Link](https://x.com/BrokenToysInv/status/1998373870202442116)  2025-12-09T12:47Z XXX followers, XX engagements


"$MTNOY $MTN.JO MTN Nigeria and Huawei just completed the worlds first RuralCow commercial deployment. Its a low-cost way to bring 4G and 5G into deep rural areas where traditional towers dont make sense. This matters because rural coverage is where fintech growth really lives. More reach means more MoMo accounts and higher TPV (total payment volume) and thats the engine behind MTNs long-term story.** #MTN #Fintech #Africa #EmergingMarkets"  
[X Link](https://x.com/BrokenToysInv/status/1998476743645213175)  2025-12-09T19:36Z XXX followers, XX engagements


"$NVDA $VNM Everyone talks about where chips are manufactured; almost nobody talks about where the engineering talent comes from. Vietnams semiconductor projects are accelerating so fast that the bottleneck isnt money anymore; its skilled workers. That usually shows you a boom is real. Capital can flood in overnight. Talent takes years to build. #semiconductors #chips #FDI #Vietnam"  
[X Link](https://x.com/BrokenToysInv/status/1998550605292515696)  2025-12-10T00:29Z XXX followers, XX engagements


"$CAT Not many people mention this but Caterpillar is supplying the autonomous haul trucks for Vales expansion using their MineStar Command system. Mining companies dont spend this kind of money unless they expect steady demand and stable production for years. Moves like this show why Caterpillar stays relevant. They provide the industrial backbone that keeps global materials moving. #stocks #CAT #industrial"  
[X Link](https://x.com/BrokenToysInv/status/1998665739390140701)  2025-12-10T08:07Z XXX followers, XX engagements


"$JMIA Appreciate you tightening up the math here. Even at XX percent implied GMV growth it still marks the strongest inflection theyve shown in years. What stands out to me is the mix of improving unit economics and real demand returning. Thanks for keeping everyone straight on the numbers. #JMIA #EmergingMarkets #Ecommerce #AfricaTech"  
[X Link](https://x.com/BrokenToysInv/status/1998732050996601170)  2025-12-10T12:30Z XXX followers, XXX engagements


"@AverageDipBuyer $SOFI Hard to push back on any of that. The setup going into 2026 is strong and the momentum is finally lining up across the board. Im focused on how fast the core banking engine scales from here "  
[X Link](https://x.com/BrokenToysInv/status/1998733159609798715)  2025-12-10T12:34Z XXX followers, XXX engagements


"SOFI SoFi just opened up something most regular investors never get access to: private market opportunities in companies like Epic Games and Stripe. This is the kind of move that keeps widening the gap between SoFi and the old banking crowd. Private markets used to be reserved for insiders; now theyre putting it inside an app anyone can use. Thats a huge long term unlock for people who want more than the usual public market menu. #SoFi #Fintech #Investing"  
[X Link](https://x.com/BrokenToysInv/status/1998736217752342925)  2025-12-10T12:47Z XXX followers, XX engagements


"@YodaStockInvest @grok What is the most mentioned stock on X over the last X days"  
[X Link](https://x.com/BrokenToysInv/status/1998864615330230505)  2025-12-10T21:17Z XXX followers, XXX engagements


"$MTNOY $MTN.JO This is one of those companies people in the U.S. barely talk about but the mobile money side is huge. MTN FinCo is building a digital banking footprint in markets where mobile payments grow faster than traditional banking. If the spinout hits or the market starts valuing it separately the story changes fast. #MTNOY #MTNJO #Fintech #MobileMoney #Africa"  
[X Link](https://x.com/BrokenToysInv/status/1999051782744617211)  2025-12-11T09:41Z XXX followers, XX engagements


"$FRMI Fermi just confirmed theyre in talks to lock down more than $4B in project financing for their first tenant. Thats the kind of number that tells you this buildout is real and not just hype on a press release. If they actually secure that funding it shifts Fermi from early Texas data center story to major player in the AI infrastructure race. #Fermi #AI #Texas #DataCenters"  
[X Link](https://x.com/BrokenToysInv/status/1993476175432142937)  2025-11-26T00:25Z XXX followers, XXX engagements


"$FRMI What gets overlooked is how early they are in building out long duration energy assets in Texas. AI demand is exploding and the companies that solve the power bottleneck will win by default. Matador looks like one of the few projects aiming at scale instead of just talking about it. #FRMI #Energy #AI"  
[X Link](https://x.com/BrokenToysInv/status/1994256836082467124)  2025-11-28T04:07Z XXX followers, XXX engagements


"$FRMI Mizuho just reiterated their Buy rating on FRMI and kept the price target at $XX. Thats another vote of confidence from a major institution while the market is still trying to price in the early-stage buildout. Smart money isnt backing away from this one. #FRMI #AI #DataCenters #Energy #Stocks #Investing"  
[X Link](https://x.com/BrokenToysInv/status/1994557300149772623)  2025-11-29T00:01Z XXX followers, XXX engagements


"$FRMI Analysts are finally catching up to what a lot of us have been watching for months. Texas energy growth data center demand and advanced nuclear arent future themes anymore theyre happening right now. The smart money always moves first. Everyone else is just now realizing whats building under the surface. #nuclear #energy #datacenters #investing"  
[X Link](https://x.com/BrokenToysInv/status/1995213092167589998)  2025-11-30T19:27Z XXX followers, XXX engagements


"Update: Only $FRMI mentioned so far. Solid pick. Drop yours what's the small-cap sleeping giant for 2026 Top X tomorrow if we hit XX replies"  
[X Link](https://x.com/BrokenToysInv/status/1995843661217890643)  2025-12-02T13:13Z XXX followers, XXX engagements


"@KobeissiLetter Texas nuclear's the quiet US play nobody's pricing yet. Hybrid cooling deals like $FRMI's just unlocked the scale water wars over"  
[X Link](https://x.com/BrokenToysInv/status/1995846345496936566)  2025-12-02T13:23Z XXX followers, XXX engagements


"$FRMI $IMSR Nuclear just picked up real momentum today. The DOE put up to $800M behind new SMR projects TerraPower moved one step closer to construction and Japan is preparing to restart one of its major reactors. That kind of global tailwind matters. For reactor developers like IMSR this is direct validation. For nuclear-powered infrastructure plays like FRMI it strengthens the entire business model. The trend is shifting. Nuclear is moving from maybe someday to yes this is happening. #nuclear #energy #AI #infrastructure"  
[X Link](https://x.com/BrokenToysInv/status/1996028513636204988)  2025-12-03T01:27Z XXX followers, XXX engagements


"$FRMI AI isnt slowing down. The grid is. And one company is trying to solve that bottleneck with a nuclear-powered AI campus in Texas. I just finished a full breakdown of the vision the leadership and the risk/reward. This ones worth the read. #AI #nuclear #Texas #stocks"  
[X Link](https://x.com/BrokenToysInv/status/1996054234299609513)  2025-12-03T03:09Z XXX followers, 1337 engagements


"$IMSR $FRMI TerraPower breaking through its regulatory steps isnt just a win for one company its a signal that next-gen reactors can actually move from blueprint to construction. IMSR benefits because the market now sees advanced reactor designs as real not theoretical. FRMI benefits because their entire Texas AI campus plan depends on a world where nuclear growth is not only accepted but accelerated. Every time another reactor gets green-lit the path forward gets clearer for both. #nuclear #AI #Texas #energy"  
[X Link](https://x.com/BrokenToysInv/status/1996119209299116103)  2025-12-03T07:28Z XXX followers, XXX engagements


"$FRMI $IMSR Nuclear energy just got another vote of confidence. Startup Antares just raised $XX M to build new microreactors targeting everything from commercial power to maritime and space applications. That kind of funding validates nuclear as more than just legacy energy. Its a tech-infrastructure bet again. If you believe clean-power + compute + future demand this is a compelling signal. #nuclear #energy #investing #stocks"  
[X Link](https://x.com/BrokenToysInv/status/1996362491756986682)  2025-12-03T23:34Z XXX followers, XXX engagements


"@RealJGBanks AI - $NVDA Data centers - $EQIX Compute - $AMD Power - $NEE Space - $LHX Defense - $LMT Robotics - $ABB Autonomy - $TSLA Rare earths - $LYSCF Manufacturing - $TSM Crypto infrastructure - $COIN"  
[X Link](https://x.com/BrokenToysInv/status/1996415169224958443)  2025-12-04T03:04Z XXX followers, 3116 engagements


"$FRMI Texas isnt just competing in the energy race; its rewriting the rulebook. Project Matador is what it looks like when a region decides to lead instead of follow"  
[X Link](https://x.com/BrokenToysInv/status/1996444509421568105)  2025-12-04T05:00Z XXX followers, XXX engagements


"$FRMI is expected to become profitable before any nuclear reactor is built. Natural gas power and data center operations drive early revenue. Nuclear is the long-term advantage not the early profit engine"  
[X Link](https://x.com/BrokenToysInv/status/1996572194084671701)  2025-12-04T13:28Z XXX followers, XXX engagements


"$FRMI Fermi America just added a new piece to the Project Matador build out. The company announced a fresh MOU with MVM EGI to engineer water saving hybrid cooling towers for the planned XX gigawatt campus. This cooling agreement is the new part of the story. It marks the next step toward the physical systems the site needs for both power and data center operations. It is still early and the MOU is not binding but it shows progress. Big projects move one layer at a time and this is one of those layers. #AI #energy #texas #datacenters"  
[X Link](https://x.com/BrokenToysInv/status/1996618947030819146)  2025-12-04T16:33Z XXX followers, XXX engagements


"$FRMI When a company nails the location from day one it tells you everything about the caliber of the people running it. Most projects wander around hoping they picked the right spot. Fermi America planted a flag in Amarillo with purpose. Power. Infrastructure. Politics. Future demand. All of it lined up because someone in that room actually knows what theyre doing. So I broke it all down. Seven reasons this location is a monster advantage. Heres the full piece. #Energy #Texas #Infrastructure #Nuclear #AI #Investing"  
[X Link](https://x.com/BrokenToysInv/status/1996793545647087847)  2025-12-05T04:07Z XXX followers, XXX engagements


"What I like about $FRMI is simple: If AI really needs endless power land and cooling Someone has to build it. Might as well be Texas. #AI #NuclearEnergy #DataCenters"  
[X Link](https://x.com/BrokenToysInv/status/1996942383871672752)  2025-12-05T13:59Z XXX followers, XXX engagements


"Real progress today $FRMI Fermi America just locked in a XXX MW power agreement with Xcel Energys SPS. Eighty six megawatts start in January 2026. This is the first real step turning Project Matador from a plan into measurable infrastructure. #FRMI #Energy #DataCenters"  
[X Link](https://x.com/BrokenToysInv/status/1997161105375088641)  2025-12-06T04:28Z XXX followers, XXX engagements


"$FRMI Its Friday night most folks are off the grid. Im wide awake watching this 👇 If you believe AI + power = the future and youre hunting for a speculative winner this video alone might change how you view infrastructure. ➡ First reply has the link if you want to watch. #FRMI #Energy #AI #Speculation"  
[X Link](https://x.com/BrokenToysInv/status/1997185026635575426)  2025-12-06T06:03Z XXX followers, XXX engagements


"$FRMI $IMSR - France is officially moving forward with next-gen nuclear. Land acquisition has started for the countrys first Generation IV demonstration reactor; a major signal that Europe is serious about long term energy security and clean baseload power. If the U.S. doesnt accelerate projects like IMSR and Fermi we risk falling behind"  
[X Link](https://x.com/BrokenToysInv/status/1997444607898964215)  2025-12-06T23:14Z XXX followers, XXX engagements


"@mind1nvestor $JD has the chart setup no doubt. But fundamentals still need to catch up; revenue deceleration regulatory overhang and consumer sentiment in China aren't solved by MACD alone. I'll watch from the sidelines. I hope you make a million"  
[X Link](https://x.com/BrokenToysInv/status/1997446985654186480)  2025-12-06T23:24Z XXX followers, XXX engagements


"Everyones digging in the same spots right now. The real edge is upstream where the tools and materials get made. Optics will run but the companies building the equipment that enables the whole stack usually feel the demand first. Think $AIXA for laser-production tools $AMAT and $ASML on the fabrication side and $GLW supplying the glass and fiber the whole network rides on"  
[X Link](https://x.com/BrokenToysInv/status/1997482916385837247)  2025-12-07T01:46Z XXX followers, 1040 engagements


"Project Matador is still looking for its first big AI tenant. Fermi America $FRMI said theyve talked with major players. So lets settle this. Which one signs first Only pick ONE. $NVDA $GOOGL $MSFT $AMZN $META $PLTR $SMCI $AMD No essays; just your pick. I want to see which name dominates the replies"  
[X Link](https://x.com/BrokenToysInv/status/1997513365162164604)  2025-12-07T03:47Z XXX followers, XXX engagements


"The market keeps debating if data centers are overbuilt. Meanwhile $FRMI is trying to build a campus bigger than most towns. If they pull it off this becomes a serious story. #TechStocks #AI #Infrastructure"  
[X Link](https://x.com/BrokenToysInv/status/1997667914338738285)  2025-12-07T14:02Z XXX followers, XXX engagements


"@StockSavvyShay Don't sleep on $FRMI"  
[X Link](https://x.com/BrokenToysInv/status/1997731620133146994)  2025-12-07T18:15Z XXX followers, XXX engagements


"@GrindeOptions $FRMI"  
[X Link](https://x.com/BrokenToysInv/status/1997803598189904271)  2025-12-07T23:01Z XXX followers, XXX engagements


"$ET With ET trading under XXXXX and throwing off a strong yield the setup for long term energy demand in Texas keeps getting better. The next wave is not just pipelines and LNG; it is nuclear stepping in. Deals like the one with $FRMI lock in future power needs for AI data centers and industry across the state. ET already has the backbone that moves the fuel and supports the grid. Fermi brings new generation into the mix. Together they give Texas something rare: growing supply and growing reliability at the same time. #Energy #Texas #FermiAmerica"  
[X Link](https://x.com/BrokenToysInv/status/1998003626737033421)  2025-12-08T12:16Z XXX followers, XXX engagements


"You dont buy early-stage infra for todays numbers. You buy it for tomorrows demand curve. If that curve keeps exploding $FRMI could matter a lot more than people expect. #AI #Growth #Investing"  
[X Link](https://x.com/BrokenToysInv/status/1998392942005023170)  2025-12-09T14:03Z XXX followers, XXX engagements


"$PLTR Palantir is now running real-time edge AI for Teton Ridges rodeo operations through its expanded TWG partnership. This isnt just analytics. Its AI running in fast physical environments with $NVDA hardware behind it. Moves like this show Palantir isnt limited to defense or data centers anymore; its starting to power real-world commercial operations where decisions happen in seconds. #AI #EdgeAI #PLTR #Nvidia"  
[X Link](https://x.com/BrokenToysInv/status/1998417100856058017)  2025-12-09T15:39Z XXX followers, XX engagements


"$SOFI $NU Consumer credit is starting to bend again and its showing up fastest in the subprime data. When payment stress rises it reshapes where risk sits in the system. The lenders with clean balance sheets and disciplined underwriting stand out fast in this kind of environment. #SOFI #NU"  
[X Link](https://x.com/BrokenToysInv/status/1998822522951725282)  2025-12-10T18:30Z XXX followers, XX engagements


"$PATH I agree with you especially when you look at how different the company is now. They rebuilt the business around real recurring revenue tightened execution with better cost control and a clearer product focus and the rise in automation demand finally caught up to what they were building all along. It feels like the foundation is genuinely there this time. #PATH #Automation #AI"  
[X Link](https://x.com/BrokenToysInv/status/1998852508060725441)  2025-12-10T20:29Z XXX followers, XXX engagements


"$JMIA $MTNOY $MTN.JO Nigerias new national set-top box rollout is getting way less attention than it should. More connected households mean more data more digital payments and a cleaner on-ramp for e-commerce growth. A rising digital baseline in the region helps every player building in that ecosystem. #JMIA #MTNOY #MTNJO"  
[X Link](https://x.com/BrokenToysInv/status/1998883423734145351)  2025-12-10T22:32Z XXX followers, XXX engagements


"$FRMI Most people are staring at AI stocks and missing the quiet part. None of this AI growth works without more power. That is why the Amarillo build matters. FRMI locked in early power agreements while everyone else was talking chips. The story is still under the radar. The demand curve they are building toward is bigger than people think. #FRMI #Energy #AI #DataCenters #Texas"  
[X Link](https://x.com/BrokenToysInv/status/1998930568587722781)  2025-12-11T01:39Z XXX followers, XXX engagements


"@Ashton_1nvests For me its $WMT. The business stays steady even when everything else swings around. People keep buying groceries and essentials no matter what the market is doing and that consistency shows up in their numbers"  
[X Link](https://x.com/BrokenToysInv/status/1998963008777892090)  2025-12-11T03:48Z XXX followers, XXX engagements


"$FRMI AI demand isnt slowing down and the grid cant keep up. SMR power fits right into that gap. Companies like Fermi arent waiting for permission theyre already lining up sites and partners. #AI #Energy #Nuclear #Utilities"  
[X Link](https://x.com/BrokenToysInv/status/1993679634269966811)  2025-11-26T13:54Z XXX followers, XXX engagements


"so I can respond with this $FRMI Thanks to @TheFlowGoblin for flagging this big call sweep. When I see something like this I look at what it might say about sentiment timing and confidence. A $450K bet that far out is someone thinking more than a quick flip. Doesnt guarantee anything but its worth watching the flow behind FRMI right now. #FRMI #AI #OptionsFlow"  
[X Link](https://x.com/BrokenToysInv/status/1994259925917118794)  2025-11-28T04:19Z XXX followers, XXX engagements


"@mvcinvesting $FRMI"  
[X Link](https://x.com/BrokenToysInv/status/1994274151297593797)  2025-11-28T05:16Z XXX followers, XXX engagements


"$FRMI wants to build a full 1-gigawatt campus for hyperscale compute. Thats not a data center. Thats an energy grid with data centers attached. #AI #Infrastructure #Energy"  
[X Link](https://x.com/BrokenToysInv/status/1995125410959421744)  2025-11-30T13:39Z XXX followers, XXX engagements


"$FRMI just got analyst love for Texas energy + data centers. But check the floattight as hell and insiders ain't selling. Nuclear's not hype anymore; it's cash flow. DYOR before the herd shows up. $FRMI #energy #nuclear"  
[X Link](https://x.com/BrokenToysInv/status/1995362368277078362)  2025-12-01T05:20Z XXX followers, XXX engagements


"@TheTapeTalk @WOLF_Financial Float + insider lockup is the quiet signal most miss. $FRMI $TE type setups"  
[X Link](https://x.com/BrokenToysInv/status/1995364140576325678)  2025-12-01T05:27Z XXX followers, XXX engagements


"$FRMI just locked in the water-saving hybrid cooling deal for the worlds largest private energy grid in West Texas. Translation: they can scale nuclear/data-center power 10x without getting yelled at for using water in a drought zone. Most people still have no idea this even happened. Float is tiny. Insiders arent selling. Early still pays. DYOR"  
[X Link](https://x.com/BrokenToysInv/status/1995541142855713241)  2025-12-01T17:10Z XXX followers, XXX engagements


"Ill start my top small-cap into 2026 is $FRMI Nuclear + data-center power in Texas with the new hybrid-cooling deal that just dropped. Tiny float insiders locked still under most radars. Your turn 👇"  
[X Link](https://x.com/BrokenToysInv/status/1995631211843363097)  2025-12-01T23:08Z XXX followers, XXX engagements


"Solid list. Only one Id throw in that still feels stupidly marked-down is $FRMI Nuclear/data-center power in Texas new hybrid-cooling deal just dropped that fixes the water issue everyone cries about tiny float insiders not selling a single share. Feels like the socks are on the 90%-off rack right now. DYOR obviously"  
[X Link](https://x.com/BrokenToysInv/status/1995634037117853971)  2025-12-01T23:20Z XXX followers, XXX engagements


"$IMSR $FRMI DOE funding for small modular reactors Japan preparing to restart a major plant and global utilities leaning back into nuclear this is the strongest policy backdrop the sector has seen in years. IMSR gets direct benefit from stronger SMR momentum. FRMI gets long-term support because nuclear power is becoming a core piece of the future energy mix for high density compute. When policy capital and demand line up the cycle changes fast. #energy #nuclear #datacenters #stocks"  
[X Link](https://x.com/BrokenToysInv/status/1996210058208612842)  2025-12-03T13:29Z XXX followers, XXX engagements


"Everyone is looking at $NVDA. Im starting to look at the companies building the ground it stands on. $FRMI is a real-world AI bet not a meme. #AI #Investing #TexasGrowth"  
[X Link](https://x.com/BrokenToysInv/status/1996215846130307401)  2025-12-03T13:52Z XXX followers, XXX engagements


"@StockSavvyShay Im all for this. Ive got $ISMR locked and loaded for the small-reactor wave but Im really counting on the big guns with $FRMI"  
[X Link](https://x.com/BrokenToysInv/status/1996358019924603302)  2025-12-03T23:16Z XXX followers, 1109 engagements


"$FRMI Fermi America Milestones Timeline Q3 2025 IPO completed Aug 2025 partnerships and licensing path established Nov 2025 preliminary approval for first X GW natural gas phase Dec X 2025 cooling infrastructure MOU signed WE ARE HERE End of 2026 target for first X GW power online 2027 to 2030 phased expansion of natural gas and hybrid power systems 2032 potential start of first nuclear reactor operations 2038 target for full XX gigawatt integrated campus completion"  
[X Link](https://x.com/BrokenToysInv/status/1996434661170434094)  2025-12-04T04:21Z XXX followers, XXX engagements


"$FRMI just got a major upgrade now in the Russell 1000 & 3000 as of Dec XX That means index funds and ETFs that track those benchmarks will now be forced buyers. For a company working on multi-gigawatt energy and AI-infrastructure builds thats more than a bump its a liquidity and visibility upgrade. Not a guarantee of a rally long-term but it changes the playing field fundamentally"  
[X Link](https://x.com/BrokenToysInv/status/1998573384381161648)  2025-12-10T02:00Z XXX followers, XXX engagements


"@anthonynoto @SoFi $SOFI This looks sharp. Grocery rewards and the high APY make this card a real upgrade for people trying to stretch every dollar. Nice work. #SoFi #Fintech #Banking"  
[X Link](https://x.com/BrokenToysInv/status/1998785104705937710)  2025-12-10T16:01Z XXX followers, 1066 engagements


"$HIMS Expanding their full weight-loss program into the UK is a nice step. More markets and more scale only help the long term growth story. #HIMS #Healthcare"  
[X Link](https://x.com/BrokenToysInv/status/1998824476243272123)  2025-12-10T18:37Z XXX followers, XXX engagements


"Not enough people are talking about the Texas angle. Energy land policy and leadership all align here. $FRMI picked the right zip code. #Texas #Energy #DataCenters"  
[X Link](https://x.com/BrokenToysInv/status/1999118221392150913)  2025-12-11T14:05Z XXX followers, XXX engagements