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# ![@EarningsMindset Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1992502613347360768.png) @EarningsMindset The Earnings Mindset

The Earnings Mindset posts on X about $btc, ai, if you, red the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1992502613347360768/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1992502613347360768/c:line/m:interactions.svg)

- X Week XXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1992502613347360768/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1992502613347360768/c:line/m:posts_active.svg)

- X Week XX -XX%

### Followers: XXX [#](/creator/twitter::1992502613347360768/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1992502613347360768/c:line/m:followers.svg)

- X Week XXX +40%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1992502613347360768/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1992502613347360768/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  #7165 [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[$btc](/topic/$btc) #442, [ai](/topic/ai) 9.09%, [if you](/topic/if-you) 7.27%, [red](/topic/red) 7.27%, [liquidity](/topic/liquidity) #2941, [$orcl](/topic/$orcl) 5.45%, [mindset](/topic/mindset) #1847, [strong](/topic/strong) 5.45%, [$pbr](/topic/$pbr) #9, [level](/topic/level) XXXX%

**Top accounts mentioned or mentioned by**
[@saylor](/creator/undefined) [@strategy](/creator/undefined) [@ladoger](/creator/undefined) [@mikealfred](/creator/undefined) [@fundstrat](/creator/undefined) [@amundieng](/creator/undefined) [@gabrielabed](/creator/undefined) [@dollarcostavg](/creator/undefined) [@bitcoinarchive](/creator/undefined) [@thelonginvest](/creator/undefined) [@bitmnr](/creator/undefined) [@kobeissiletter](/creator/undefined) [@bitcoinmagazine](/creator/undefined) [@dollarloosies](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/$btc) [Oracle Corporation (ORCL)](/topic/$orcl) [PolkaBridge (PBR)](/topic/$pbr) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Archer Aviation Inc. (ACHR)](/topic/$achr) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Ethereum (ETH)](/topic/$eth) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [IREN Limited (IREN)](/topic/$iren) [SPX6900 (SPX)](/topic/$spx) [Main Street Capital Corporation (MAIN)](/topic/$main) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose)
### Top Social Posts
Top posts by engagements in the last XX hours

"They just nuked the AI infra tape on a headline then $ORCL pushed back: no delays milestones on track. Thats classic headline whiplash. $IREN $NBIS and the whole data center basket got hit first questions later. Trade levels not breaking news screenshots. Define your invalidation before the next headline. Follow for more clean HTF tape reads. #AI #Markets #Stocks"  
[X Link](https://x.com/EarningsMindset/status/1999589547840336072)  2025-12-12T21:17Z XXX followers, XXX engagements


"Bull cycles dont feel bullish in real time they feel like a series of this shouldnt be happening breakouts. The tell isnt the loud take its the quiet tape: higher lows buyers defending risk and weak news getting absorbed (not extended). If $SPX and $BTC keep holding key HTF levels while rates stay contained the path of least resistance stays up. #Markets #Macro #Investing"  
[X Link](https://x.com/EarningsMindset/status/1999622225423376756)  2025-12-12T23:27Z XXX followers, 1679 engagements


"🔥 If you want random yield buy any BDC. If you want a durable income engine study $MAIN. Main Street Capital is what a best-in-class BDC looks like: internally managed conservative leverage and a 17-year track record of monthly dividend growth with regular supplements. Capital efficiency is the edge. X HOW $MAIN MAKES MONEY $MAIN operates between private credit and private equity lending to and investing in lower middle-market businesses where banks wont. Internally managed structure keeps fee drag low and operating margins high. First-lien-heavy lending and broad sector diversification keep"  
[X Link](https://x.com/EarningsMindset/status/1999088785926013239)  2025-12-11T12:08Z XXX followers, XXX engagements


"Most long investors dont lose to the market. They lose to themselves right before the cycle turns. If youre still here after the red days you already have an edge: Patience. X rules that keep you in the game: 1.Size so you can sleep 2.Add only on reclaim not on hope 3.Judge progress in quarters not in candles Your job isnt to predict every move. Your job is to stay solvent and present for the big ones. Follow for signal-first long investor mindset. #Investing #Markets #Bitcoin $BTC $SPY"  
[X Link](https://x.com/EarningsMindset/status/2000126037011673396)  2025-12-14T08:49Z XXX followers, XX engagements


"Archer is quietly building a launchpad here. 🚁 Daily chart: $ACHR just printed a strong green candle back above the key 8.2-8.3 zone that acted as support in August and then resistance on the way down. RSI has turned up hard from oversold and is breaking above its moving average signaling momentum is shifting from forced selling to accumulation. As long as price holds above the 7.7-8.0 area this looks like the early stage of a trend reversal rather than just a dead cat bounce. My roadmap from here: End of this month: watching for a move toward the 10-11 area where the last breakdown started"  
[X Link](https://x.com/EarningsMindset/status/1996326516419125380)  2025-12-03T21:11Z XXX followers, XXX engagements


"$PBR daily Big risk-off day in Brazil and $PBR prints a wide red daily candle pulling back into the 12.112.3 area which is the former breakout level from early November. Technically as long as this zone holds this is a clean retest after the spike toward XXXX not a full breakdown. Below XXXX next meaningful support sits around 11.611.7. RSI has reversed from overbought near XX down toward 4042 so momentum has cooled but we are not in a clear oversold zone yet. A constructive bull signal would be stabilization here with a higher low on RSI and a daily close back above XXXX which would reopen"  
[X Link](https://x.com/EarningsMindset/status/1997020053305544808)  2025-12-05T19:07Z XXX followers, 1276 engagements


"If you like getting paid while you wait for asymmetry $PBRs weekly chart is still quietly setting up. 🛢 Weekly view: Price is back testing the XXXX - XXXX band that has acted as support multiple times this year The whole year has been a choppy XXXX - XXXX range but each dip into the low 12s has attracted buyers instead of triggering a full breakdown Weekly RSI is hovering just under XX not euphoric and not broken which fits a healthy consolidation after the last push toward XXXX My simple roadmap from here: As long as $PBR holds above roughly XXXX on a weekly closing basis I still view this"  
[X Link](https://x.com/EarningsMindset/status/1997265779817947225)  2025-12-06T11:24Z XXX followers, XXX engagements


"$ASTS weekly still looks like a leader not a failed bounce. Big green candle +31% closing near XX inside the old 7075 breakdown zone weekly RSI back above XX. Classic bull trend behavior. Key levels: Support: 6065 Resistance: 8085 Bigger supply: 95100 Base case 3-month range: 8090. If trend holds 95105 possible in X months; 110120 only in strong risk-on tape. Follow @EarningsMindset for more asymmetric setups in space AI infra and crypto-linked names. #ASTS #SpaceEconomy #Stocks"  
[X Link](https://x.com/EarningsMindset/status/1997339810743079067)  2025-12-06T16:18Z XXX followers, XXX engagements


"$ASTS is one of the most compelling asymmetric bets in public markets today. The market still prices it like a science project despite the significant de-risking in the last earnings call. The thesis is now simple: execution and commercial adoption. We track X critical drivers for a potential re rating. 👇 1.Launch Cadence 🛰 Timely and successful deployment of the initial Block X BlueBird satellites. This is the primary near term operational risk. 2.Service Activation 📶 Converting todays test connections into reliable intermittent coverage across the first target markets (US MENA). 3.MNO"  
[X Link](https://x.com/EarningsMindset/status/1997473812657426871)  2025-12-07T01:10Z XXX followers, XXX engagements


"Everyone talks about AI winners but this is what a standard looks like. Going from XX% to XX% in X years means $NVDA isnt just selling chipsits owning the software stack ecosystem and mindshare around AI compute. You dont fade the company that became the default for data centers"  
[X Link](https://x.com/EarningsMindset/status/1998065588317352079)  2025-12-08T16:22Z XXX followers, XXX engagements


"🔥 $CRWV DIDNT JUST SURVIVE A $2.25B CONVERTIBLE SHOCK. IT JUST FUNDED A $55B AI MONOPOLY RUNWAY. Yesterdays dump was a textbook liquidity flush to shake out weak hands. The real story: CoreWeave secured long-dated largely non-dilutive capital to execute on an unprecedented contracted AI backlog. X THE TAPE SAYS ACCUMULATION NOT EXIT The chart is doing exactly what you want after a funding headline. Higher-Low Defense: Selloff stopped well above prior capitulation low with buyers defending the $XX liquidity pocket. Structural defense not trend failure. Momentum Reset: Daily RSI turned up from"  
[X Link](https://x.com/EarningsMindset/status/1998412716923379732)  2025-12-09T15:21Z XXX followers, 1139 engagements


"🚀 $RKLB V-BOTTOM CONFIRMED: FULL THROTTLE IGNITION MOVE. +7.5% TODAY AND COUNTING. 💥 Rocket Lab is trading like the space infrastructure leader it is. The brutal November dump has been fully absorbed and the chart is now screaming trend reversal not dead cat bounce. This is a structural flip backed by aggressive institutional demand. 👇 X V-BOTTOM COMPLETE BREAKDOWN LEVEL RECLAIMED The tape has decisively flipped from forced selling to accumulation. Key reclaim: Price exploded into the XX XX band the exact pocket where the November selloff accelerated. That supply wall has been taken out."  
[X Link](https://x.com/EarningsMindset/status/1998804852600701198)  2025-12-10T17:19Z XXX followers, XXX engagements


"@mikealfred When even the bulls sound bearish the market isnt dying its refueling. $BTC doesnt launch from euphoria it launches from exhaustion + fear of another leg down"  
[X Link](https://x.com/EarningsMindset/status/1999009725510291515)  2025-12-11T06:53Z XXX followers, 1105 engagements


"🚨 Everyone is staring at the -XX% gap in $ORCL. I'm staring at $523B of contracted AI backlog. Oracle just posted one of the most aggressive AI cloud prints on the street yet the tape is treating it like a miss. Here's what the earnings call actually said: X AI INFRASTRUCTURE: HYPERSCALE DEMAND Total cloud revenue: $8B +33% YoY OCI infrastructure: $4.1B +66% YoY; GPU revenue +177% RPO exploded to $523.3B +433% YoY including +$68B in new long-term AI contracts from Meta NVIDIA etc. Management now expects $4B additional revenue in FY27 vs prior plan Behind the selloff is an AI infra engine"  
[X Link](https://x.com/EarningsMindset/status/1999090865399087343)  2025-12-11T12:16Z XXX followers, XXX engagements


"@Strategy Stacking sats and stacking hats economic energy on the balance sheet thermal energy on the scalp. 🔥🧢 #BTC"  
[X Link](https://x.com/EarningsMindset/status/1999102286883111307)  2025-12-11T13:01Z XXX followers, XXX engagements


"@saylor @LaDoger Reading about Bitcoin climbing while literally sitting above New York. Thats what high conviction looks like"  
[X Link](https://x.com/EarningsMindset/status/1999109076815417746)  2025-12-11T13:28Z XXX followers, XXX engagements


"🚁 $ACHR AND $JOBY: EVTOL LEADERS QUIETLY REBUILDING THEIR RUNWAYS ✈ Both Archer and Joby sold off hard in November but the charts now say the same thing: liquidation is over repair phase is on and the next decisive move is likely higher not lower. X STRUCTURE: LIQUIDATION BASE BUILDING $ACHR: Washed out from the mid 13s into the low 7s then stopped making new lows. Price is now holding a higher low base around X and grinding sideways to up. That is classic post-flush accumulation not a fresh breakdown. $JOBY: Similar pattern. The dump from 19+ into the 13s has been absorbed and price is now"  
[X Link](https://x.com/EarningsMindset/status/1999171361973878938)  2025-12-11T17:36Z XXX followers, XXX engagements


"⚡ $CRWV FLIPS RED TO GREEN DIP BUYERS STILL IN FULL CONTROL. 📈 Rough open strong close. With XX minutes left in the session $CRWV has completely reversed from red to green and is pressing back into the high-80s. The tape is behaving like a name coming out of liquidation not rolling over. 👇 X TODAYS CANDLE: FAILED BREAKDOWN Early selling pushed price back toward the mid-80s right on top of the new short-term demand zone. Every push lower was absorbed and rejected intraday leaving a strong lower wick and a green body reclaiming prior range. Thats not distribution thats buyers defending a"  
[X Link](https://x.com/EarningsMindset/status/1999213516964716774)  2025-12-11T20:23Z XXX followers, XXX engagements


"🚀 $RKLB UP DOUBLE DIGITS - THIS IS WHAT REAL TREND IGNITION LOOKS LIKE. 💥 Rocket Lab just ripped more than XX% in a single session printing a full-body breakout candle that completes a clean U-shaped recovery off the lows. This is not random volatility it is classic forced-seller washout followed by institutional squeeze. X STRUCTURE Price has shot straight back into the low 60s erasing weeks of panic selling in a handful of sessions. The prior breakdown area is getting reclaimed in one vertical leg - that is strong hands stepping in not tourists. X MOMENTUM Daily RSI has exploded through"  
[X Link](https://x.com/EarningsMindset/status/1999221585001971793)  2025-12-11T20:55Z XXX followers, XXX engagements


"@saylor @LaDoger New York is where narratives meet liquidity. $BTC didnt arrive here. It got priced. #Bitcoin #Markets #Crypto"  
[X Link](https://x.com/EarningsMindset/status/1999480800929292485)  2025-12-12T14:05Z XXX followers, XXX engagements


"$EOSE just delivered the reminder every high-beta name eventually prints: a clean -XXXX% reset is part of the game. HTF read: this is a range test not a story day. The tape is still deciding. Key levels from here: Floor: $14.0-14.5 (lose it on a daily close and $13s open fast) Reclaim: $XXXX (first spot where sellers get absorbed) Prove-it: $16.8-17.0 (reclaiming that flips back into trend attempt) If $EOSE reclaims $XXXX momentum can re-accelerate. If it cant expect chop and patience. Relative strength vs $NDX is the tell. Risk rule: size so a -XX% day doesnt change your behavior. Follow for"  
[X Link](https://x.com/EarningsMindset/status/1999598643943207013)  2025-12-12T21:54Z XXX followers, 1878 engagements


"Myth vs Reality: Altseason is inevitable Myth: Altseason is a calendar event. Just wait and everything pumps. Reality: Altseason is a liquidity event. It happens only when flows rotate not when people hope. X tells that matter: 1.$BTC dominance rolls over and stays lower 2.$ETH/$BTC reclaims key levels and holds 3.Breadth expands not just a few memes If those X arent true its not altseason. Its just volatility wearing a costume. Follow for signal noise in crypto. #Bitcoin #Ethereum #Crypto $BTC $ETH"  
[X Link](https://x.com/EarningsMindset/status/1999971445741391968)  2025-12-13T22:35Z XXX followers, XX engagements


"Most people trade headlines. I trade the tape. HTF reads on $BTC $ETH AI infra grid storage space and asymmetric equities. Levels. Triggers. Invalidations. One chart one takeaway. Follow if you trade signal over noise. Bookmark this pinned. #Markets #AI #Crypto"  
[X Link](https://x.com/EarningsMindset/status/1999445055392874523)  2025-12-12T11:43Z XXX followers, XXX engagements


"Because headlines dont move markets. Positioning does. The fake news dip was the spark the last X hours was the fuel: dealer hedging + systematic de-risk + profit-taking into thin liquidity. When $NDX is heavy everything gets marked down even the clean stories like $ORCL. Narratives explain the candle after the fact. Flows print the candle in real time. Follow for more tape-first reads. #Markets #OptionsFlow #AI"  
[X Link](https://x.com/EarningsMindset/status/1999610213058359509)  2025-12-12T22:40Z XXX followers, 1028 engagements


"$PBR is basically an energy cashflow machine with a built-in stress test. In their 2026-2030 Business Plan theyre modeling a tougher tape yet still guiding to resilient cash flow with Brent breakeven around $59/bbl in 2026 capex discipline ($91B under implementation $109B total opportunity set) and production stepping up toward 2.7m bpd by 2028. The edge most people miss: 1.Low-cost barrels (lifting costs targeted in the industrys top quartile $6/boe) 2.High-return portfolio (E&P avg IRR shown at 23%) discipline (gross debt converging to $65B) If you want one clean way to frame $PBR: Its not"  
[X Link](https://x.com/EarningsMindset/status/1999881348132061579)  2025-12-13T16:37Z XXX followers, XXX engagements


"Most people still think $ASTS is a space stock. Its closer to a new telecom layer: 4G/5G broadband from space to everyday smartphones built to kill dead zones and connect the unconnected. What makes the setup different vs hype: Scale catalyst: BlueBird X is scheduled for Dec 2025 with a 2400 sq ft phased array 3.5x larger and 10x the data capacity vs prior gen. Commercial path: a definitive deal with Verizon targets service beginning 2026 across the continental U.S. plus a 10-year agreement with stc group for Saudi + parts of MEA. Not a mega-constellation: they argue global coverage with"  
[X Link](https://x.com/EarningsMindset/status/1999913197256753441)  2025-12-13T18:43Z XXX followers, XXX engagements


"@saylor Orange dots are just disciplined entries. Most people try to time the top. Hes just building an average cost basis and letting volatility do the work. The real edge in $BTC isnt prediction. Its staying consistent when the chart gets emotional"  
[X Link](https://x.com/EarningsMindset/status/2000198068377977034)  2025-12-14T13:35Z XXX followers, XXX engagements