# ![@NickNemo17 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1691226998642032640.png) @NickNemo17 Nick Nemeth (Mispriced Assets)

Nick Nemeth (Mispriced Assets) posts on X about $cohr, $xnet, $nickel, $genc the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1691226998642032640/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1691226998642032640/c:line/m:interactions.svg)

- [--] Week [------] -18%
- [--] Month [-------] +52%
- [--] Months [-------] +129%
- [--] Year [-------] +281%

### Mentions: [--] [#](/creator/twitter::1691226998642032640/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1691226998642032640/c:line/m:posts_active.svg)

- [--] Week [--] -47%
- [--] Month [---] +2.50%
- [--] Months [---] +324%
- [--] Year [---] +181%

### Followers: [-----] [#](/creator/twitter::1691226998642032640/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1691226998642032640/c:line/m:followers.svg)

- [--] Week [-----] +4.50%
- [--] Month [-----] +21%
- [--] Months [-----] +175%
- [--] Year [-----] +415%

### CreatorRank: [---------] [#](/creator/twitter::1691226998642032640/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1691226998642032640/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  27.59% [stocks](/list/stocks)  16.38% [cryptocurrencies](/list/cryptocurrencies)  14.66% [technology brands](/list/technology-brands)  5.17% [exchanges](/list/exchanges)  1.72% [social networks](/list/social-networks)  1.72% [countries](/list/countries)  1.72% [travel destinations](/list/travel-destinations)  1.72% [financial services](/list/financial-services)  0.86%

**Social topic influence**
[$cohr](/topic/$cohr) #35, [$xnet](/topic/$xnet) #3, [$nickel](/topic/$nickel) 6.9%, [$genc](/topic/$genc) #1, [business](/topic/business) 5.17%, [in the](/topic/in-the) 5.17%, [$jakk](/topic/$jakk) #2, [$rail](/topic/$rail) #4, [$crsr](/topic/$crsr) #12, [market](/topic/market) 4.31%

**Top accounts mentioned or mentioned by**
[@opinioncasino](/creator/undefined) [@slikonsui](/creator/undefined) [@nickelsolana](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@realscotttrades](/creator/undefined) [@oilmutt](/creator/undefined) [@kanekoathegreat](/creator/undefined) [@equitybrian](/creator/undefined) [@charliewrich](/creator/undefined) [@jkylebass](/creator/undefined) [@rektonarrival](/creator/undefined) [@john_chungus_5](/creator/undefined) [@michaeljburry](/creator/undefined) [@johnchungus5](/creator/undefined) [@visionoilandgas](/creator/undefined) [@permiog](/creator/undefined) [@stevestyro](/creator/undefined) [@mattnachtrab](/creator/undefined) [@gladiatormstr](/creator/undefined) [@zerohedge](/creator/undefined)

**Top assets mentioned**
[Coherent Inc (COHR)](/topic/$cohr) [XNET Mobile (XNET)](/topic/$xnet) [Railgun (RAIL)](/topic/$rail) [Corsair Gaming, Inc. (CRSR)](/topic/$crsr) [Peabody Energy Corporation (BTU)](/topic/$btu) [Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [Bitcoin (BTC)](/topic/bitcoin) [QXO, Inc. Common Stock (QXO)](/topic/$qxo) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [ASE Technology Holding Co., Ltd. (ASX)](/topic/$asx) [WEBTOON Entertainment, Inc.  (WBTN)](/topic/$wbtn) [Teladoc Health, Inc. (TDOC)](/topic/$tdoc) [Hyperliquid (HYPE)](/topic/$hype) [Solana (SOL)](/topic/$sol) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [TTM Technologies Inc (TTMI)](/topic/$ttmi) [KLA Corp (KLAC)](/topic/$klac) [BlackRock Inc (BLK)](/topic/blackrock) [Pinterest, Inc. (PINS)](/topic/$pins) [Litentry (LIT)](/topic/$lit) [Cloudflare, Inc. (NET)](/topic/$net)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@realScottTrades To delist $AZRH ASAP. Now do u you own any shares of the shitco"  
[X Link](https://x.com/NickNemo17/status/2016672037994135838)  2026-01-29T00:37Z [----] followers, [---] engagements


"Warsh may be the end of the bull run. Its not about rates its about the balance sheet"  
[X Link](https://x.com/NickNemo17/status/2017651355284901994)  2026-01-31T17:29Z [----] followers, [----] engagements


"Market Setup: Primed for Pullback BofA Bull & Bear at extreme [---] (sell signal active). 89% of global stocks above 50/200-day MAs = overbought. Private clients 64% equities RECORD LOW 3.2% cash on the fund manager survey. Contrarian trade: long bonds. via Hartnett & BofA"  
[X Link](https://x.com/NickNemo17/status/2017720976172019946)  2026-01-31T22:05Z [----] followers, [----] engagements


"Heres my view on whats happening right now: forced liquidations. The market was incredibly complacent with the Warsh pick. Something broke in metals and crypto. Equities are experiencing forced selling probably from futs. This could get ugly BUT $GOOGL CapEx number means techs NOT dead. They arent $META. If they spend $60b more CapEx than expectations its because theyre looking at Gemini Anthropic token Ironwood (& much more) and saying: we need to spend this much. Fundamentally speaking it hard for tech fundamentals to turnover when thats happening out of META GOOGL and (probably) $AMZN"  
[X Link](https://x.com/NickNemo17/status/2019394646661570939)  2026-02-05T12:56Z [----] followers, [----] engagements


"$COHR Q2 [--] earnings reaction https://youtu.be/0gZt1AtzUW4si=TPH9i5Bs7ly91C4O https://youtu.be/0gZt1AtzUW4si=TPH9i5Bs7ly91C4O"  
[X Link](https://x.com/NickNemo17/status/2019455420717236634)  2026-02-05T16:57Z [----] followers, [---] engagements


"Can Trump not do anything stupid this weekend so we can get a glorious gap up"  
[X Link](https://x.com/NickNemo17/status/2019797326588420541)  2026-02-06T15:36Z [----] followers, [---] engagements


"Dr. Burry restacked this on Substack. You used to rely on a Prime Broker or expensive software provider for this use case. As he said in his restack this is only going to get easier. The best thing you can do right now is play around with frontier models. @michaeljburry The next step-change just happened. Learn how to use Claude to upgrade your portfolio management 10x with risk analytics performance & factors analysis only hedgefunds used to have (and Ive been paid buku $$$ to build). Free on Mispriced Assets. https://t.co/O1WZ0B8Xe0 The next step-change just happened. Learn how to use"  
[X Link](https://x.com/NickNemo17/status/2020212754523816375)  2026-02-07T19:07Z [----] followers, [----] engagements


"@John_Chungus_5 @visionoilandgas @PermiOG @oilmutt Can you tell Josh Im waiting patiently"  
[X Link](https://x.com/NickNemo17/status/2020276643777118590)  2026-02-07T23:21Z [----] followers, [--] engagements


"Everyone @ Josh Cohen until I get my lawsuit. Im tired of waiting. Guy never follows through $AZRH"  
[X Link](https://x.com/NickNemo17/status/2020979098349359156)  2026-02-09T21:52Z [----] followers, [----] engagements


"$SRL is a compelling activist story with multibagger potential. MILFAM 🫡"  
[X Link](https://x.com/NickNemo17/status/2022023142290731070)  2026-02-12T19:00Z [----] followers, [----] engagements


"My two-year resolution is to start a SMID-cap fund. If I had $10 million dollars today my allocations would be: $KSPI 14% $78.13 $COHR 12% $184.57 $XNET 12% $7.09 $JFIN 11% $5.80 $JAKK 9% $16.88 $RAIL 8% $11.07 $QXO 7% $19.29 $GENC 6% $12.96 $OSCR 4% $14.37 $ASX 3% $16.10 $KLAC 3% $1215.08 $TTMI 3% $69.00 $WBTN 3% $13.03 $TDOC 2% $7.00 $NNDM 1.5% $1.54 $EDIT 1.5% $2.05 Follow and favorite this to see if I deserve to manage capital. https://twitter.com/i/web/status/2006885247171047862 https://twitter.com/i/web/status/2006885247171047862"  
[X Link](https://x.com/NickNemo17/status/2006885247171047862)  2026-01-02T00:28Z [----] followers, 24.6K engagements


"Pitch for Rick Rieder: BlackRock baggage aside hes a straight shooter in credit. NY Fed tapped BlackRock in [----] to run corporate credit facilities. Rick has that credit street credIts very important the bond market respects the Fed Chair. Ive locked into every public interview hes had since [----]. Hes literally always correct on markets the economy and inflation. You want Rick steering the Fed balance sheet: too successful to audition not swayed by opinion. GOAT. https://twitter.com/i/web/status/2014542230430875846 https://twitter.com/i/web/status/2014542230430875846"  
[X Link](https://x.com/NickNemo17/status/2014542230430875846)  2026-01-23T03:34Z [----] followers, [---] engagements


"$CRSR is 17% sold short and 58% of the float is in insider hands (theyre buying)"  
[X Link](https://x.com/NickNemo17/status/2022308324876914899)  2026-02-13T13:54Z [----] followers, [----] engagements


"$RAIL $RAIL Mar [--] $10-15 call spread can be filled for $1.1. Thats [---] to [--] risk to reward and one of things Im doing to juice this position. Breakeven is $11.1 and it was just there after earnings. Deep dive below. https://t.co/f9SM3X0nA7 $RAIL Mar [--] $10-15 call spread can be filled for $1.1. Thats [---] to [--] risk to reward and one of things Im doing to juice this position. Breakeven is $11.1 and it was just there after earnings. Deep dive below. https://t.co/f9SM3X0nA7"  
[X Link](https://x.com/NickNemo17/status/2020903754954846620)  2026-02-09T16:52Z [----] followers, [---] engagements


"+33% from my call $CRSR $CRSR is 17% sold short and 58% of the float is in insider hands (theyre buying). https://t.co/phOJbOMd8a $CRSR is 17% sold short and 58% of the float is in insider hands (theyre buying). https://t.co/phOJbOMd8a"  
[X Link](https://x.com/NickNemo17/status/2022324404999635384)  2026-02-13T14:58Z [----] followers, [---] engagements


"Im sure this is entirely fake news. $PINS is awfully cheap though. I like $WBTN more personally. $PINS - OPENAI MAY ACQUIRE PINTEREST IN [----] According to The Information OpenAI is predicted to buy Pinterest in [----]. Reporter Ann Gehan notes that OpenAI could be interested in Pinterests image data advertising business and merchant relationships. Pinterests digital $PINS - OPENAI MAY ACQUIRE PINTEREST IN [----] According to The Information OpenAI is predicted to buy Pinterest in [----]. Reporter Ann Gehan notes that OpenAI could be interested in Pinterests image data advertising business and"  
[X Link](https://x.com/NickNemo17/status/2007217045801447803)  2026-01-02T22:26Z [----] followers, [---] engagements


"Whats happening on DeFi incredible. Notice how $HYPE and $LIT have traded in comparison to anything else. (be careful when you discover perpetuals)"  
[X Link](https://x.com/NickNemo17/status/2018869030749421867)  2026-02-04T02:07Z [----] followers, [---] engagements


"$COHR glidepathing 35% NTM growth vs the 17-20% analysts had"  
[X Link](https://x.com/NickNemo17/status/2019224262981349602)  2026-02-05T01:39Z [----] followers, [---] engagements


"Analyst on $COHR call: can you talk about the use-cases of OCS Me choking on water: whos make-a-wish analyst is that"  
[X Link](https://x.com/NickNemo17/status/2019224673049833721)  2026-02-05T01:40Z [----] followers, [---] engagements


"Part [--] is live. The full Bloomberg-for-poors stack [--] automated jobs on a $180 Raspberry Pi doing things Bloomberg can't for $4/day. Every script every config GitLab repo. Free on Mispriced Assets"  
[X Link](https://x.com/NickNemo17/status/2020553307627118830)  2026-02-08T17:40Z [----] followers, [---] engagements


"$COHR $240 $RAIL $13 My two-year resolution is to start a SMID-cap fund. If I had $10 million dollars today my allocations would be: $KSPI 14% $78.13 $COHR 12% $184.57 $XNET 12% $7.09 $JFIN 11% $5.80 $JAKK 9% $16.88 $RAIL 8% $11.07 $QXO 7% $19.29 $GENC 6% $12.96 $OSCR 4% $14.37 $ASX 3% https://t.co/yNVCoXJp4a My two-year resolution is to start a SMID-cap fund. If I had $10 million dollars today my allocations would be: $KSPI 14% $78.13 $COHR 12% $184.57 $XNET 12% $7.09 $JFIN 11% $5.80 $JAKK 9% $16.88 $RAIL 8% $11.07 $QXO 7% $19.29 $GENC 6% $12.96 $OSCR 4% $14.37 $ASX 3% https://t.co/yNVCoXJp4a"  
[X Link](https://x.com/NickNemo17/status/2020903487094259961)  2026-02-09T16:51Z [----] followers, [----] engagements


"Substack down. Swinging $NET"  
[X Link](https://x.com/NickNemo17/status/2021602780851421453)  2026-02-11T15:10Z [----] followers, [---] engagements


"https://x.com/i/spaces/1ynJOMWdQrqKR https://x.com/i/spaces/1ynJOMWdQrqKR"  
[X Link](https://x.com/anyuser/status/1987589202221940770)  2025-11-09T18:32Z [----] followers, [---] engagements


"$CRSR at $7.50. 8.2x fwd EBITDA. Logitech trades at 16x. Record margins. EBITDA guided UP on revenue guided down (I bet rev goes up). First-ever buyback = 6% of market cap. 17% short interest with [---] days to cover. I did a good stock pick. Substack for the full thesis"  
[X Link](https://x.com/NickNemo17/status/2022329805694504990)  2026-02-13T15:19Z [----] followers, [---] engagements


"$CRSR shorts know not whats coming"  
[X Link](https://x.com/NickNemo17/status/2022363552531751097)  2026-02-13T17:33Z [----] followers, [---] engagements


"XRP crashing cant say I feel bad for that cult"  
[X Link](https://x.com/NickNemo17/status/1864366115742470404)  2024-12-04T17:48Z [----] followers, [---] engagements


"@SteveStyro You travelled on the plane with Styro 😭 hopefully not in a bag"  
[X Link](https://x.com/NickNemo17/status/1871663383071867008)  2024-12-24T21:04Z [----] followers, [---] engagements


"@MattNachtrab Bro its over"  
[X Link](https://x.com/NickNemo17/status/1891544277571789133)  2025-02-17T17:44Z [----] followers, [----] engagements


"You are talking about Mischlinge or half/qaurter Jews who served under the Nazis that were given Deutschbltigkeitserklrung (German blood exemptions) due to their war utility. [--] obviously half and quarter Jews served to be not Jews under Nazi law. [--] you tried to put that number in context with full Jews in Germany before the Nazis Youre being very deceitful or do not actually research. There is no credible evidence any high ranking Nazi was fully Jewish or Jewish in the modern understanding"  
[X Link](https://x.com/NickNemo17/status/1892419630985335057)  2025-02-20T03:42Z [----] followers, [----] engagements


"@GladiatorMSTR Youre not bullish enough"  
[X Link](https://x.com/NickNemo17/status/1896709305820381230)  2025-03-03T23:48Z [----] followers, [---] engagements


"@zerohedge @arrington But then you probably need to include unfounded liabilities and state and local debt here"  
[X Link](https://x.com/NickNemo17/status/1909372390553141536)  2025-04-07T22:27Z [----] followers, [---] engagements


"Coherent earnings May 7th 🍿 Follow my new TikTok to hear why its my favorite stock right now and for the foreseeable future. $COHR https://www.tiktok.com/t/ZTjAKsckC/ https://www.tiktok.com/t/ZTjAKsckC/"  
[X Link](https://x.com/anyuser/status/1919532508296745406)  2025-05-05T23:19Z [----] followers, 63.1K engagements


"@alifarhat79 @SLIKonSUI How many times have you tweaked your dot plot this week"  
[X Link](https://x.com/NickNemo17/status/1929688789716475922)  2025-06-02T23:57Z [----] followers, [---] engagements


"@JamesWynnReal Yeah well your intelligence made you lose tens of millions"  
[X Link](https://x.com/NickNemo17/status/1931443670282056074)  2025-06-07T20:10Z [----] followers, [---] engagements


"If you caught $JFIN $XNET or $RAIL early you already know how this goes. $GENC is next. Cash-rich no debt real income dirt-cheap calls. You know the drill. https://www.tiktok.com/t/ZTjgARg91/ https://www.tiktok.com/t/ZTjgARg91/"  
[X Link](https://x.com/anyuser/status/1931776399389630484)  2025-06-08T18:12Z [----] followers, [----] engagements


"@gordongekko @SLIKonSUI definitely. Probably too low MC for you for now but when it grinds north of 10m you can throw some of your weight at it"  
[X Link](https://x.com/NickNemo17/status/1932120667052253428)  2025-06-09T17:00Z [----] followers, [---] engagements


"My and @endeavorelevens vault is up $524 on only $4k contributed over the first day. Most impressive is the only 3.5% peak to troth max drawdown during a volatile time. Exciting what is happening in DeFi"  
[X Link](https://x.com/NickNemo17/status/1934442965306601859)  2025-06-16T02:48Z [----] followers, [----] engagements


"@SLIKonSUI Make bombs not war"  
[X Link](https://x.com/anyuser/status/1936596217565442175)  2025-06-22T01:24Z [----] followers, [---] engagements


"$GENC $14 stock with $144M in cash no debt 20% YoY rev growth and a 94-year-old Chairman. Delayed filings scared everyone off. Now Q4 is audited Q1 looks strong and Q2 is coming soon. This is deep value in roadbuilding. My PT: $25. Full DD: https://open.substack.com/pub/nemonomics/p/gencor-industries-genc https://open.substack.com/pub/nemonomics/p/gencor-industries-genc"  
[X Link](https://x.com/anyuser/status/1948082500808392717)  2025-07-23T18:07Z [----] followers, 13.9K engagements


"SLIK Vault Hyperliquid Past Month: +1028% APR TVL: $25.7K P&L: $12554.07 Max Drawdown: 27.3% CORE POSITIONS (% of TVL): SUI best risk/return altcoin BTC still king Positioning rotates from high-beta during bull neutral/short into cycle top. Vault is dynamic levered and hedged. Managed by @NickNemo17 & @endeavoreleven Vault Strategy: Core: $BTC + $SUI Rotational Alts: $ONDO $HYPE $LINK $ETH $SOL Shorts: legacy trash (like $XRP $ADA $XLM $SEI) & high MC memes like $PENGU Net Leverage: up to 5x Drop a follow. Hyperliquid vault address (Need VPN): Not advice."  
[X Link](https://x.com/anyuser/status/1949152326855401714)  2025-07-26T16:58Z [----] followers, [---] engagements


"My portfolios up 99% this year thanks to a barbell of tech and industrials. Last week I shared $GENC a forgotten U.S. small cap rebuilding our infrastructure. This week I have the most market dominant stock youve probably never heard of. Its debt-free. Wildly profitable. Buying back 10% of its float. And trading at just [----] forward earnings. The full deep dive drops tomorrow and I think this is the best large cap industrial to own over the next [--] years. http://nemonomics.substack.com http://nemonomics.substack.com"  
[X Link](https://x.com/anyuser/status/1949517575857258759)  2025-07-27T17:09Z [----] followers, [---] engagements


"JAKKS Pacific $JAKK is trading at 5x earnings 2.5x EV/EBITDA and below book valueyet its entering its strongest seasonal stretch with no debt no preferreds and all cash flow going straight to shareholders. If it plays out like last yearwhen it ran from $17 to $35this trade could push my YTD from +104% to 115%+. https://open.substack.com/pub/nemonomics/p/jakks-pacific-jakk-40-in-6-monthsr=25tmry&utm_medium=ios https://open.substack.com/pub/nemonomics/p/jakks-pacific-jakk-40-in-6-monthsr=25tmry&utm_medium=ios"  
[X Link](https://x.com/anyuser/status/1950579668345594360)  2025-07-30T15:30Z [----] followers, [----] engagements


"Everyone wanted to short Carvana $CVNA at $5. Now its $407 and no bear wants to touch it. I did. This is a used car dealer trading at tech multiples. Insiders are dumping. Valuation is delusional. Fair value Maybe $100: https://open.substack.com/pub/nemonomics/p/carvana-at-400-a-used-car-dealerr=25tmry https://open.substack.com/pub/nemonomics/p/carvana-at-400-a-used-car-dealerr=25tmry"  
[X Link](https://x.com/anyuser/status/1950925858161463299)  2025-07-31T14:25Z [----] followers, [---] engagements


"Bought a little $BTU. Hate coal. But 2x EBITDA Potential deal unwind catalyst (Aug 19) Rare earths () mentioned live on the call (no transcript yet) No headlines. Just risk/reward. See my short note: https://open.substack.com/pub/nemonomics/p/i-bought-a-little-btu-even-thoughr=25tmry&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/nemonomics/p/i-bought-a-little-btu-even-thoughr=25tmry&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/NickNemo17/status/1950957236391649719)  2025-07-31T16:30Z [----] followers, [----] engagements


"Coal is dead. Long live coal. I hate the sector. But I just bought some $BTU. The setup is too clean: Trades at 2x EBITDA Deal catalyst (Anglo exit) by Aug [--] Rare earths teased on the call zero press AI data centers reviving thermal coal Trump rolled back royalties next could be liabilities 3-month 50% upside setup. If they walk from the deal + start buying back stock It could rerate even higher. Full breakdown https://open.substack.com/pub/nemonomics/p/why-a-coal-cynic-is-betting-on-peabodyr=25tmry&utm_medium=ios"  
[X Link](https://x.com/NickNemo17/status/1951319296358904293)  2025-08-01T16:29Z [----] followers, [----] engagements


"Momentum is cooked until the Fed cuts. Im leaning into names that print money while the rest of the market waits on Powell: ⚙ $GENC deep value below book buying back stock 🧸 $JAKK debt-free toymaker seasonal pop incoming 🪨 $BTU 2x EBITDA deal catalyst + AI coal revival 🧪 $SHECY upstream giant rare earths + wafers + PVC These arent hype. Theyre cash machines"  
[X Link](https://x.com/anyuser/status/1952079965174063324)  2025-08-03T18:51Z [----] followers, [---] engagements


"$GENC went for $22 to $12 on auditing being delayed. Their reporting is almost entirely back on track. And its only marginally up from my call. Maybe it was a sell the news scenario But the business is doing better than [----]. I stand firm on a $25 price target and reiterate downside risk is minimalnearly $12 of cash"  
[X Link](https://x.com/anyuser/status/1952374536806039705)  2025-08-04T14:22Z [----] followers, [---] engagements


"$BTU has had a great reversal from a bad print. Because its not about the print. This stock has two major catalysts: rare earths and Anglo deal back-out. The narrative is changing and its extremely cheap compared to peers"  
[X Link](https://x.com/NickNemo17/status/1952396473079128131)  2025-08-04T15:49Z [----] followers, [----] engagements


"This isnt a hot take. Its a cold shower. Palantir $PLTR is now worth $378 billion more than Salesforce & Adobe (nearly combined) on revenue that wouldnt cover Apples quarterly R&D budget. To justify todays price it needs to grow into a defense-sector Nvidia and kidnap government IT spending and somehow avoid any competition. For a decade. I break down why that wont happen and why Im short into earnings. Read the full deep dive below:"  
[X Link](https://x.com/anyuser/status/1952431612500820353)  2025-08-04T18:09Z [----] followers, [----] engagements


"$RAIL fat beat on earnings. +14%"  
[X Link](https://x.com/anyuser/status/1952481379310289224)  2025-08-04T21:26Z [----] followers, [---] engagements


"You probably know $MARA. You probably also wrote it off. But its worth another look. Market caps basically its 50K+ BTC stash mined at $34K$40K variable cost. You get built-in leverage without paying $MSTR s crazy premium. Theyre HODLing & BTC/share keeps climbing. At $150K BTC $30/share isnt crazy if costs hold. Convexity is key here. Right now youre getting BTC holdings at essentially no premium & the mining business that gets you Bitcoin under market prices for free"  
[X Link](https://x.com/anyuser/status/1955402953180770720)  2025-08-12T22:56Z [----] followers, [----] engagements


"Im up 110% YTD. Not a victory lap a warning. The next [--] years belong to Coherent Corp $COHR. Lasers for AI. Lasers for factories. Lasers for everything. My #1 tech pick"  
[X Link](https://x.com/NickNemo17/status/1955665499427381345)  2025-08-13T16:19Z [----] followers, [----] engagements


"$COHR call over. Jim Anderson said ramp approximately [--] times. $40m taken out of guide bc they sold a business. Theyre cautious on industrial segment - I think upside there maybe more so in Q4. Data center is killing it Coherent is bleeding edge of transceivers and meeting demands of Hyperscalers in the AI age. Very vertically integrated with over [--] sites in [--] US states with main facilities being Pennsylvania and Texas - nothing new to bulls. Margins improving drastically with line of sight to 42%+ FX tailwinds were a drag but thats immaterial to the story in my view. At $95 you are buying"  
[X Link](https://x.com/anyuser/status/1955753942060568589)  2025-08-13T22:10Z [----] followers, [----] engagements


"Coherents PEG ratio is .75. Forward PE according to Bloomberg estimates is [--]. Rev growth is 24% despite headwinds in the industrial segment. Sell-side is forecasting a deceleration to 16% the next [--] months and 5% after that both numbers are a joke. $COHR will accelerate into the data center & networking boom & industrial will rebound with the Big Beautiful Bill amortization rules. I would like to thank every sell-side analyst who has zero clue"  
[X Link](https://x.com/NickNemo17/status/1956108450049741106)  2025-08-14T21:39Z [----] followers, 10K engagements


"Just finished my altcoin magnum opus no paywall. A clear guide to the tech positioning and potential winners beyond Bitcoin. Give it a read & share. $ETH $SOL $SUI"  
[X Link](https://x.com/NickNemo17/status/1956805697880137776)  2025-08-16T19:50Z [----] followers, [---] engagements


"@BTCBreadMan @nimber_9 lol you could have just bought Treasuries to lock in 2.5% real yield after covering your mortgage"  
[X Link](https://x.com/NickNemo17/status/1956817235517002092)  2025-08-16T20:35Z [----] followers, [----] engagements


"It took me three full crypto cycles to get here and a couple weeks to write it down. Im giving it away for free. Crypto today is a $4 trillion asset class. Within a decade I believe it will be $40 trillion+ 1/3rd of todays global money supply. The only question is which horses will carry the gains (and probably wont just be Bitcoin). Ethereums recent outperformance suggests altseason could be on its way. Bitcoin remains digital gold Solana is the high-speed casino and Sui is the dark horse with the most asymmetric upside. The full piece breaks down how each chain tackles speed security and"  
[X Link](https://x.com/NickNemo17/status/1957092021748809876)  2025-08-17T14:47Z [----] followers, [---] engagements


"$XNET (Xunlei) dropped a $720M gain from the Insta360 IPO book value now $16/share vs stock $8. Even w/ a 50% lockup haircut adj. EV is negative. Raising PT $10 $15. Profitable 19m in Op Cash Flow last Q 31% rev growth silly stock"  
[X Link](https://x.com/anyuser/status/1957466792651350058)  2025-08-18T15:37Z [----] followers, [---] engagements


"Coherent $COHR as a technologist you would understand. $5 EPS estimates in [----] is 19x forward PE and that number is low. I think its a $20-25b rev company in [--] years with 20% FCF margin trading 20-25x. $80-125b company and only 13b now. You would also love the CEO Jim Anderson who 10xd Lattice Semi and take virtually all of his compensation in stock"  
[X Link](https://x.com/anyuser/status/1957534456333627750)  2025-08-18T20:05Z [----] followers, 103.7K engagements


"@markoinny If Nvidia didnt exist we be in a recession and bear market. You were bullish in [----] and bearish from the beginning of [----]. Its no wonder you dont have a job anymore"  
[X Link](https://x.com/NickNemo17/status/1960575060760056265)  2025-08-27T05:28Z [----] followers, [---] engagements


"@KanekoaTheGreat Please do not harass a cooperative witness whose boyfriend went psychotic. This must be very tough for her and his father and while the ultimate sympathy is for Charlies wife and young girls they deserve respect for doing the right thing"  
[X Link](https://x.com/NickNemo17/status/1967114917288583655)  2025-09-14T06:35Z [----] followers, [----] engagements


"@braedalibby @KanekoaTheGreat You have no idea what a stranger knew. Id bet youre closeted in multiple ways though"  
[X Link](https://x.com/NickNemo17/status/1967305710410359106)  2025-09-14T19:13Z [----] followers, [---] engagements


"3D printing $nndm You all think quantum rare earths and nuclear are insane themes Just wait for robotics. You all think quantum rare earths and nuclear are insane themes Just wait for robotics"  
[X Link](https://x.com/anyuser/status/1978102068138189166)  2025-10-14T14:14Z [----] followers, [---] engagements


"$TDOC at $9 feels like Carvana [---] down 97% hated but the secular setups back. Aging boomers rural care gaps Trump-era cost-cut push. If telehealth flex extensions pass this thing could re-rate fast. Not deep value but an inflection bet. Primer below"  
[X Link](https://x.com/anyuser/status/1978285482329985363)  2025-10-15T02:23Z [----] followers, [----] engagements


"I hope you read this on $JAKK Oct 30th is Q3 but $MAT and $HAS are next week"  
[X Link](https://x.com/anyuser/status/1979623400156127541)  2025-10-18T18:59Z [----] followers, [----] engagements


"Lock. In. $COHR $COHR is a pound-the-table investment opportunity. Read more on the Mispriced Assets Substack. https://t.co/i0Er2WqU4g $COHR is a pound-the-table investment opportunity. Read more on the Mispriced Assets Substack. https://t.co/i0Er2WqU4g"  
[X Link](https://x.com/anyuser/status/1980679394180968776)  2025-10-21T16:55Z [----] followers, [---] engagements


"New hourly candle is going to be bigger than the last. $NICKEL"  
[X Link](https://x.com/anyuser/status/1980801676165763463)  2025-10-22T01:01Z [----] followers, [---] engagements


"You are early. Road to .05 $NICKEL"  
[X Link](https://x.com/anyuser/status/1980842935383134260)  2025-10-22T03:45Z [----] followers, [----] engagements


"Watering my plants and then going live on Bring your nickels we got TikToks to film https://pump.fun/coin/8mH18b3udrGEcvFbVmXpBTyW4MXrLrXY1HQFuTCxpump https://pump.fun/coin/8mH18b3udrGEcvFbVmXpBTyW4MXrLrXY1HQFuTCxpump"  
[X Link](https://x.com/anyuser/status/1981115725004886272)  2025-10-22T21:49Z [----] followers, [---] engagements


"What does this look like to you $NICKEL"  
[X Link](https://x.com/NickNemo17/status/1981144963007361086)  2025-10-22T23:45Z [----] followers, [----] engagements


"What does this look like to you $NICKEL https://t.co/fZsYeYyrOP What does this look like to you $NICKEL https://t.co/fZsYeYyrOP"  
[X Link](https://x.com/NickNemo17/status/1981147197359214815)  2025-10-22T23:54Z [----] followers, [----] engagements


"Signing a contract with THE premier Solana infrastructure company. You are not bullish enough. $NICKEL"  
[X Link](https://x.com/anyuser/status/1981392044947018150)  2025-10-23T16:07Z [----] followers, [----] engagements


"I get why people are emotional price tanks people scream "rug" and suddenly the story writes itself. But thats not what happened. I'm doxxed. Weve paid over $10000 for development and just injected another $10000 into the liquidity pool trying to slow down a brutal selloff triggered by cabals and ensuing panic. No one rugged. No one ran on the dev team. Were still here still building. There was just massive concentration in the same groups and they all decided to sell at the same time starting all of this. Quant was left for dead once too. Right after the [--] year old dev actually rugged"  
[X Link](https://x.com/NickNemo17/status/1981453705598947336)  2025-10-23T20:12Z [----] followers, 14.7K engagements


"@kryptokrabb98 @opinioncasino I'm getting some today and never said i had any. @opinioncasino has a couple thousand but not $250000 worth. it was a meme and obviously not true yet the journalists did zero fact check and Kyle was essentially fucking with them. Barrons still ran the story"  
[X Link](https://x.com/NickNemo17/status/1981459652471845293)  2025-10-23T20:36Z [----] followers, [---] engagements


"I went to the Chase bank in Montecito yesterday. I said give me all the nickels you have. They said sure and brought me $36s worth. That it Yes we have a hard time getting them. We usually get denied. The bank manager offered to call every Chase branch within [--] miles for me in the morning to help with my project. True story. $NICKEL Last night I went to [--] banks trying to buy nickels. [--] told me theyre for business owners only. [--] said theres a coin shortage. You dont get it theyre literally gatekeeping nickels. Money made of metal. Legal tender. Go try it yourself. They wont sell you nickels."  
[X Link](https://x.com/anyuser/status/1981709408565666183)  2025-10-24T13:08Z [----] followers, [----] engagements


"$COHR man 🥴 Coherents PEG ratio is .75. Forward PE according to Bloomberg estimates is [--]. Rev growth is 24% despite headwinds in the industrial segment. Sell-side is forecasting a deceleration to 16% the next [--] months and 5% after that both numbers are a joke. $COHR will accelerate https://t.co/Eb9kDi6hp4 Coherents PEG ratio is .75. Forward PE according to Bloomberg estimates is [--]. Rev growth is 24% despite headwinds in the industrial segment. Sell-side is forecasting a deceleration to 16% the next [--] months and 5% after that both numbers are a joke. $COHR will accelerate"  
[X Link](https://x.com/anyuser/status/1981732444115292197)  2025-10-24T14:40Z [----] followers, [----] engagements


"@opinioncasino @coingecko verify us"  
[X Link](https://x.com/NickNemo17/status/1981876196091601277)  2025-10-25T00:11Z [----] followers, [--] engagements


"The US governments minting cost per nickel is [--] cents. They lose [--] cents per nickel. This is why we need Kyle [----] $NICKEL"  
[X Link](https://x.com/anyuser/status/1982170511758012430)  2025-10-25T19:40Z [----] followers, [----] engagements


"The US government is teetering on the verge of discontinuing the nickel. U.S. Mint reported shipping [---] million nickels over its [----] fiscal year down 86% () from nearly [----] billion sent out the year prior. It costs 13-14 cents per [--] cent coin they make. They are losing money. Help your country and your net worth by: [--]. Calling ahead to your bank [--]. Asking for [--] boxes of nickels ($100/box) [--]. Being prepared to carry 225lbs As soon as they are discontinued your nickels go up in value. And theres zero downside risk"  
[X Link](https://x.com/anyuser/status/1982211321019199700)  2025-10-25T22:23Z [----] followers, 29.9K engagements


"@opinioncasino Some of the [--] tons right"  
[X Link](https://x.com/NickNemo17/status/1982291622609219777)  2025-10-26T03:42Z [----] followers, [---] engagements


"@opinioncasino The literal metal is worth more than the face value"  
[X Link](https://x.com/NickNemo17/status/1982457512759845190)  2025-10-26T14:41Z [----] followers, [----] engagements


"@EquityBrian Tonight in Hong Kong"  
[X Link](https://x.com/NickNemo17/status/1982528584557461553)  2025-10-26T19:23Z [----] followers, [---] engagements


"Canada v Australia bubble war Median house price in the wealthiest neighborhoods of Buenos Aires is around A$530000 40% less than my tiny home city of Hobart which survives on federal funding. 🤨 https://t.co/P2PB5Owibh Median house price in the wealthiest neighborhoods of Buenos Aires is around A$530000 40% less than my tiny home city of Hobart which survives on federal funding. 🤨 https://t.co/P2PB5Owibh"  
[X Link](https://x.com/NickNemo17/status/1982537069638582465)  2025-10-26T19:57Z [----] followers, [---] engagements


"I dont understand the narrative that this was a hawkish cut from the Fed. Jerome segmented tariff inflation from sticky services inflation. QT ending December. JPow: this isnt the Dot com bubble. Of course he didnt commit to a December cut Thats not hawkish"  
[X Link](https://x.com/anyuser/status/1983900257219117349)  2025-10-30T14:14Z [----] followers, [---] engagements


"Stevie Cohen one of the greatest traders of all time told this story about [----] industrials. Peak Great Recession. Everything looked dead. Companies reporting the worst quarters in their history. Stocks down 2025% after hours. Total disaster. His traders wanted to stay short. The analysts were saying this is horrible why would we cover And Stevie said cover it. By the end of the day those same stocks were up 2025%. That was the bottom. His logic was simple: when the worst possible news finally hits and the market stops going down thats it. Thats the turn. Its the same pattern in every cycle"  
[X Link](https://x.com/NickNemo17/status/1984257990502064165)  2025-10-31T13:55Z [----] followers, [----] engagements


"@charliewrich But u wouldve gotten divvys tho"  
[X Link](https://x.com/NickNemo17/status/1984823158155911193)  2025-11-02T03:21Z [----] followers, [----] engagements


"@TheTranscript_ They didnt listen to this generation that was cult like about their food and now theyre blaming macro factors. Maybe dont skimp portions"  
[X Link](https://x.com/NickNemo17/status/1984969140650803316)  2025-11-02T13:01Z [----] followers, [----] engagements


"@charliewrich Enough to buy half a cup of Starbucks coffee"  
[X Link](https://x.com/NickNemo17/status/1984970335943561387)  2025-11-02T13:06Z [----] followers, [---] engagements


"Buy: $BTC $SOL $HYPE"  
[X Link](https://x.com/anyuser/status/1985381655184281684)  2025-11-03T16:20Z [----] followers, [---] engagements


"Buy. $EVC is just insanely cheap. EV at $2 is $300m. Ad-tech segment/Smadex revenue +104% and EBIT +378% YoY (38% and 91% sequentially). Running at $40m of EBTIDA and growing triple digits. At an extremely conservative 10x EBITDA that segment is alone worth $400m. You also get $EVC is just insanely cheap. EV at $2 is $300m. Ad-tech segment/Smadex revenue +104% and EBIT +378% YoY (38% and 91% sequentially). Running at $40m of EBTIDA and growing triple digits. At an extremely conservative 10x EBITDA that segment is alone worth $400m. You also get"  
[X Link](https://x.com/NickNemo17/status/1985835927848255804)  2025-11-04T22:25Z [----] followers, [----] engagements


"@opinioncasino Im gonna nickel"  
[X Link](https://x.com/NickNemo17/status/1986249989581160685)  2025-11-06T01:51Z [----] followers, [--] engagements


"Did you Lock. In. $COHR Lock. In. $COHR"  
[X Link](https://x.com/NickNemo17/status/1986445561327735119)  2025-11-06T14:48Z [----] followers, [---] engagements


"Times they are a-changin"  
[X Link](https://x.com/anyuser/status/1986454381433082059)  2025-11-06T15:23Z [----] followers, [---] engagements


"Time to buy everything again"  
[X Link](https://x.com/NickNemo17/status/1986474136492015812)  2025-11-06T16:41Z [----] followers, [---] engagements


"@SecScottBessent Minting nickels for [--] cents and giving them away for [--] is pretty wasteful"  
[X Link](https://x.com/NickNemo17/status/1986597522681569778)  2025-11-07T00:52Z [----] followers, [----] engagements


"@Jkylebass @SantiagoAuFund We know why. https://www.nytimes.com/2025/10/30/learning/whats-going-on-in-this-graph-nov-5-2025.html https://www.nytimes.com/2025/10/30/learning/whats-going-on-in-this-graph-nov-5-2025.html"  
[X Link](https://x.com/NickNemo17/status/1986804886948794671)  2025-11-07T14:36Z [----] followers, [--] engagements


"Kaspi $KSPI is executing beastly. The business keeps compounding at a pace the market refuses to price in. Right now its trading like PayPal but way cheaper with better growth better margins and better alignment. Realistically it shouldnt be at [--] free cash flow when that cash flow is growing 2025% year over year. Earnings hit Monday before the bell. No surprises expected just more of the same relentless execution. Every multiple gets about 6% better but the market will do what the market does. I dont care. I know what I own. If it holds around these levels for another month Ill buy more."  
[X Link](https://x.com/anyuser/status/1986897725917470741)  2025-11-07T20:45Z [----] followers, [----] engagements


"@Jack_Nickel_ @Jkylebass tell me this isnt legendary"  
[X Link](https://x.com/NickNemo17/status/1986928906801455566)  2025-11-07T22:49Z [----] followers, [---] engagements


"@NickelSolana Love this squad"  
[X Link](https://x.com/NickNemo17/status/1986986828185133140)  2025-11-08T02:39Z [----] followers, [--] engagements


"@dougboneparth Hoarding nickels for an inflation hedge"  
[X Link](https://x.com/NickNemo17/status/1987210729347555685)  2025-11-08T17:28Z [----] followers, [---] engagements


"You want to be here for this. https://x.com/i/spaces/1ypJdqXNekdxW https://x.com/i/spaces/1ypJdqXNekdxW"  
[X Link](https://x.com/NickNemo17/status/1987978527518404986)  2025-11-10T20:19Z [----] followers, [---] engagements


"https://x.com/i/spaces/1ypJdqXNekdxW https://x.com/i/spaces/1ypJdqXNekdxW"  
[X Link](https://x.com/anyuser/status/1988003922837971216)  2025-11-10T22:00Z [----] followers, [----] engagements


"@RektOnArrival @NickelSolana This guy is wicked smaht"  
[X Link](https://x.com/NickNemo17/status/1988724376645378468)  2025-11-12T21:43Z [----] followers, [---] engagements


"Watch $XNET in the premarket tomorrow. Wake up early and tell me if I am right. +50%"  
[X Link](https://x.com/anyuser/status/1988743881220059205)  2025-11-12T23:01Z [----] followers, [---] engagements


"$XNET is going to announce 600m in quarterly earnings on a 500m MC today. How do I know this I'm wicked smaht. Book value will be $23 and the closing price was $8. Happy trading and follow me for more"  
[X Link](https://x.com/anyuser/status/1988787873714450712)  2025-11-13T01:55Z [----] followers, 37.4K engagements


"$XNET 💥 Third Quarter [----] Financial Highlights: Total revenues were US$126.4 million representing an increase of 57.7% year-over-year. Subscription revenues were US$40.7 million representing an increase of 22.3% year-over-year. Live-streaming and other services revenues were US$49.1 million representing an increase of 127.1% year-over-year. Cloud computing revenues were US$36.6 million representing an increase of 44.9% year-over-year. Gross profit was US$60.5 million representing an increase of 49.6% year-over-year and gross profit margin was 47.9% in the third quarter compared with 50.5%"  
[X Link](https://x.com/anyuser/status/1988942936688693370)  2025-11-13T12:12Z [----] followers, [---] engagements


"Boom. $XNET the key words. Mgmt is fired up about their business (which is growing really well). But this thing trades as such a discount to book value that for most investors its a balance sheet story. They just threw those investors a bone"  
[X Link](https://x.com/anyuser/status/1988956979512201273)  2025-11-13T13:07Z [----] followers, [----] engagements


"Lock in. This better be on your watchlist today and going forward $XNET $XNET is going to announce 600m in quarterly earnings on a 500m MC today. How do I know this I'm wicked smaht. Book value will be $23 and the closing price was $8. Happy trading and follow me for more. $XNET is going to announce 600m in quarterly earnings on a 500m MC today. How do I know this I'm wicked smaht. Book value will be $23 and the closing price was $8. Happy trading and follow me for more"  
[X Link](https://x.com/anyuser/status/1988960440387530988)  2025-11-13T13:21Z [----] followers, [---] engagements


"#NewProfilePic"  
[X Link](https://x.com/NickNemo17/status/1989473332883038448)  2025-11-14T23:19Z [----] followers, [---] engagements


"@RektOnArrival Same story here but Im not successful and I have no family"  
[X Link](https://x.com/NickNemo17/status/1989477433800900661)  2025-11-14T23:35Z [----] followers, [----] engagements


"@coinphilosophy @NickelSolana Thats AI"  
[X Link](https://x.com/NickNemo17/status/1989895357942436135)  2025-11-16T03:16Z [----] followers, [--] engagements


"@GoldTelegraph_ @JonDeluce Greatest trade of all time is buying [--] cents of metals for [--] cents - that will always be worth at least [--] cents"  
[X Link](https://x.com/NickNemo17/status/1990576623083794948)  2025-11-18T00:23Z [----] followers, [----] engagements


"Ill go to war for my nickels"  
[X Link](https://x.com/anyuser/status/1991241453259854291)  2025-11-19T20:25Z [----] followers, [---] engagements

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