# ![@ScavengerCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1907628876445958144.png) @ScavengerCap Scavenger Capital

Scavenger Capital posts on X about ai, $figr, $tmc, $nvda the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1907628876445958144/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1907628876445958144/c:line/m:interactions.svg)

- [--] Week [-----] +162%
- [--] Month [------] +85%
- [--] Months [------] +44%

### Mentions: [--] [#](/creator/twitter::1907628876445958144/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1907628876445958144/c:line/m:posts_active.svg)

- [--] Month [--] -35%
- [--] Months [---] +72%

### Followers: [---] [#](/creator/twitter::1907628876445958144/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1907628876445958144/c:line/m:followers.svg)

- [--] Week [---] +0.66%
- [--] Month [---] +6.30%
- [--] Months [---] +59%

### CreatorRank: [-------] [#](/creator/twitter::1907628876445958144/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1907628876445958144/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  61% [finance](/list/finance)  15% [technology brands](/list/technology-brands)  13% [cryptocurrencies](/list/cryptocurrencies)  9% [countries](/list/countries)  2% [automotive brands](/list/automotive-brands)  2% [exchanges](/list/exchanges)  2% [celebrities](/list/celebrities)  2% [events](/list/events)  1% [gaming](/list/gaming)  1%

**Social topic influence**
[ai](/topic/ai) 9%, [$figr](/topic/$figr) 5%, [$tmc](/topic/$tmc) 5%, [$nvda](/topic/$nvda) 4%, [$ltrx](/topic/$ltrx) 4%, [$pltr](/topic/$pltr) 4%, [$velo](/topic/$velo) 4%, [crypto](/topic/crypto) 3%, [$googl](/topic/$googl) 3%, [$rblx](/topic/$rblx) #65

**Top accounts mentioned or mentioned by**
[@mrderivatives](/creator/undefined) [@figure](/creator/undefined) [@altcap](/creator/undefined) [@scottwapnercnbc](/creator/undefined) [@phunware](/creator/undefined) [@chamath](/creator/undefined) [@affirm](/creator/undefined) [@americanexpress](/creator/undefined) [@roblox](/creator/undefined) [@danieltniles](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@scottwapeercnbc](/creator/undefined) [@dumbmoneytv](/creator/undefined) [@rwbamerican](/creator/undefined) [@paulcerro](/creator/undefined) [@amaero3da](/creator/undefined) [@yeahdrdave](/creator/undefined) [@dace0325](/creator/undefined) [@ericjackson](/creator/undefined) [@investmattallen](/creator/undefined)

**Top assets mentioned**
[Figure Technology Solutions, Inc. (FIGR)](/topic/$figr) [TMC the metals company Inc. Common Stock (TMC)](/topic/$tmc) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Velo (VELO)](/topic/$velo) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Roblox Corp. (RBLX)](/topic/$rblx) [Rivian Automotive, Inc.  (RIVN)](/topic/$rivn) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Salesforce Inc (CRM)](/topic/$crm) [Arista Networks Inc (ANET)](/topic/$anet) [First Solar, Inc. (FSLR)](/topic/$fslr) [Novo-Nordisk (NVO)](/topic/$nvo) [SPDR GOLD ETF (GLD)](/topic/$gld) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Phunware, Inc. (PHUN)](/topic/phunware) [American Exceptionalism Acquisition Corp. A (AEXA)](/topic/$aexa) [Xometry, Inc. (XMTR)](/topic/$xmtr) [3D Systems Corp (DDD)](/topic/$ddd) [NCINO, Inc. (NCNO)](/topic/$ncno) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [Helium IOT (IOT)](/topic/$iot) [Spotify Technology (SPOT)](/topic/$spot) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Impinj, Inc. Common Stock (PI)](/topic/$pi) [Sprinklr Inc. (CXM)](/topic/$cxm) [Rockwell Automation (ROK)](/topic/$rok) [Shopify Inc (SHOP)](/topic/$shop) [Bitcoin (BTC)](/topic/$btc) [Mobileye Global Inc. (MBLY)](/topic/$mbly) [Hinge Health, Inc. (HNGE)](/topic/$hnge) [Corning Incorporated (GLW)](/topic/$glw) [BILLION•DOLLAR•CAT (BDC)](/topic/$bdc) [Cisco Systems Inc (CSCO)](/topic/$csco) [Textron Inc. (TXT)](/topic/$txt) [Planet Labs PBC (PL)](/topic/$pl) [Exxon Mobil (XOM)](/topic/$xom) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Twilio, Inc. (TWLO)](/topic/$twlo) [nLIGHT, Inc. Common Stock (LASR)](/topic/$lasr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Thoma Bravo wants to go shopping for software companies eh My vote would be for $NCNO"  
[X Link](https://x.com/ScavengerCap/status/2014004870462734641)  2026-01-21T15:59Z [---] followers, [---] engagements


"I think @Figure and @Affirm should strike a partnership. would make even more sense once Affirm obtains its bank charter. $FIGR $AFRM"  
[X Link](https://x.com/ScavengerCap/status/2016552700813463794)  2026-01-28T16:43Z [---] followers, [---] engagements


"$FIGR Rule of [--] or Rule of [---] @AmericanExpress if you're looking to make moves consider @Figure. They're the new "rails" of finance/global capital markets. The "efficiency" moat. 1st innings here"  
[X Link](https://x.com/ScavengerCap/status/2018351252531294208)  2026-02-02T15:50Z [---] followers, [---] engagements


"@altcap $IOT GET IN THERE"  
[X Link](https://x.com/ScavengerCap/status/2019110510386696609)  2026-02-04T18:07Z [---] followers, [--] engagements


"$SPOT will win regardless. The irony is. the proliferation of AI generated content will actually result in people being disgusted with non-human authored content and augment the premium on human authored content. You'll see"  
[X Link](https://x.com/ScavengerCap/status/2021256602192384069)  2026-02-10T16:15Z [---] followers, [--] engagements


"$SPY IMAGINE WHAT CHINA COULD DO WITH ACCESS TO BLACKWELL / RUBIN INTEL CEO: KNOWLEDGEABLE PEOPLE TOLD ME US IS BEHIND CHINA NOW ON OPEN SOURCE AI - CISCO AI SUMMIT"  
[X Link](https://x.com/ScavengerCap/status/2018750614075748772)  2026-02-03T18:17Z [---] followers, [---] engagements


"Seeing $KRE at 52wh makes me so bullish on $FIGR"  
[X Link](https://x.com/anyuser/status/2019113130425741456)  2026-02-04T18:17Z [---] followers, [---] engagements


"$HOOD is nearly 30% below its 200DMA. It's time to dip toes in long"  
[X Link](https://x.com/anyuser/status/2019488481970418151)  2026-02-05T19:09Z [---] followers, [--] engagements


"$HOOD Imagine if prediction markets completely dwarf crypto. Gotta buy it here imo"  
[X Link](https://x.com/ScavengerCap/status/2019800361842667609)  2026-02-06T15:48Z [---] followers, [--] engagements


"$RBLX has an ad partnership with $GOOGL. I would imagine a scenario where Genie capabilities find their way to the platform and you could see some unbelievable games get created. I think @Roblox value comes from their unique position as a content distributor"  
[X Link](https://x.com/anyuser/status/2019810342503919872)  2026-02-06T16:28Z [---] followers, [---] engagements


"In April [----] $RBLX and $GOOG announced a strategic partnership to scale immersive advertising. This is the most direct business relationship between the two. But can you imagine if Google brings their Genie capabilities to the platform. You'd have some of the most amazing games on Roblox's platform. https://twitter.com/i/web/status/2019814308658413809 https://twitter.com/i/web/status/2019814308658413809"  
[X Link](https://x.com/anyuser/status/2019814308658413809)  2026-02-06T16:43Z [---] followers, [---] engagements


"$HIMS this is why you kind of have to wait at your desk in after hours on the day of expiration"  
[X Link](https://x.com/anyuser/status/2019927591176843277)  2026-02-07T00:14Z [---] followers, [---] engagements


"If $LITE is any indication. folks should probably start initiating long positions in $PI before it goes 10x. @DanielTNiles"  
[X Link](https://x.com/anyuser/status/2020916378295812412)  2026-02-09T17:43Z [---] followers, [--] engagements


"Way to step up Rory. $CXM"  
[X Link](https://x.com/ScavengerCap/status/2021213954727465277)  2026-02-10T13:25Z [---] followers, [---] engagements


"$ROK is the operating system of the factory floor"  
[X Link](https://x.com/ScavengerCap/status/2021272082600923625)  2026-02-10T17:16Z [---] followers, [--] engagements


"What's going to replace $CRM in the Dow"  
[X Link](https://x.com/ScavengerCap/status/2021630430219579652)  2026-02-11T17:00Z [---] followers, [--] engagements


"$SHOP Are AI shopping agents a threat to Payments If they can bypass to cheaper psp(s) (Stripe Adyen direct bank-to-bank wallet rails)"  
[X Link](https://x.com/ScavengerCap/status/2021965459474853923)  2026-02-12T15:11Z [---] followers, [---] engagements


"$ANET IS A SAFETY TRADE HERE"  
[X Link](https://x.com/ScavengerCap/status/2022318911778132408)  2026-02-13T14:36Z [---] followers, [--] engagements


"craziest assertion. Western firms look to tap data centers in China because we don't have adequate energy infrastructure here. $VNET $GDS"  
[X Link](https://x.com/ScavengerCap/status/2015861739456180636)  2026-01-26T18:57Z [---] followers, [---] engagements


"$BTC it would be a spectacular event to witness if it comes to pass"  
[X Link](https://x.com/ScavengerCap/status/2020587364587094066)  2026-02-08T19:55Z [---] followers, [--] engagements


"$MBLY legacy out. humanoids in https://www.barrons.com/articles/robot-stocks-tesla-nvidia-gm-ford-ai-humanoid-6629c2c3mod=past_editions https://www.barrons.com/articles/robot-stocks-tesla-nvidia-gm-ford-ai-humanoid-6629c2c3mod=past_editions"  
[X Link](https://x.com/ScavengerCap/status/2021240064253018504)  2026-02-10T15:09Z [---] followers, [---] engagements


"@Mr_Derivatives Close it out. It's going under 10"  
[X Link](https://x.com/ScavengerCap/status/2021646537168920888)  2026-02-11T18:04Z [---] followers, [---] engagements


"@aleabitoreddit $GLW & $BDC quite resilient"  
[X Link](https://x.com/ScavengerCap/status/2022108062656737732)  2026-02-13T00:38Z [---] followers, [----] engagements


"It's crazy. $ANET has successfully executed the "Cloud-First AI-Native" story that investors and engineers have wanted from $CSCO"  
[X Link](https://x.com/ScavengerCap/status/2022344373812494737)  2026-02-13T16:17Z [---] followers, [--] engagements


"$SPY $QQQ NIMBY AND FUNDING RISK ARE TOP OF MIND. SHOT TO THE HEART OF AI INFRASTRUCTURE BUILDOUT. TIME TO DERISK"  
[X Link](https://x.com/ScavengerCap/status/2001364954902073574)  2025-12-17T18:52Z [---] followers, [--] engagements


"$RIVN no wonder it was holding up so well. BAIRD UPGRADES TO OUTPERFORM 25PT"  
[X Link](https://x.com/ScavengerCap/status/2001663681008955408)  2025-12-18T14:39Z [---] followers, [---] engagements


"$KDK Love the defense angle with $TXT"  
[X Link](https://x.com/ScavengerCap/status/2002076564222287963)  2025-12-19T18:00Z [---] followers, [---] engagements


"$RIVN my prediction. $F will come back to them"  
[X Link](https://x.com/ScavengerCap/status/2002588926352273652)  2025-12-21T03:56Z [---] followers, [--] engagements


"In [----] $F invested $500M in $RIVN with the intention of employing Rivian's "skateboard" platform to build a high-end ev for Lincoln. By late [----] around the time of $RIVN ipo $F ended the co-development relationship with RIvian aiming to develop an in-house platform. Fast forward to today and a 19.5B writedown later on their Gen [--] Ev strategy. I'm betting $F comes back to $RIVN and licenses their zonal architecture"  
[X Link](https://x.com/ScavengerCap/status/2002598733125394495)  2025-12-21T04:35Z [---] followers, [--] engagements


"$FSLR their association with $GOOG for terrestrial solar is widely known. but think out the potential offering for Project Suncatcher ( with $PL ) . A perovskite-on-CdTe tandem cell that meets the 25% efficiency and is durable enough to withstand the harsh radiation of outer space that outperforms silicon. Think of the TAM this would open up not just for data centers and powergen in outer space in general. I really don't think this is opportunity is built into any analyst models yet. Hope we get some big announcements out of their new R&D center in [----] and beyond"  
[X Link](https://x.com/ScavengerCap/status/2003165982760792370)  2025-12-22T18:09Z [---] followers, [--] engagements


"@ScottWapeerCNBC The S&P approved $NVO weight loss pill"  
[X Link](https://x.com/ScavengerCap/status/2003556731532800227)  2025-12-23T20:02Z [---] followers, [--] engagements


"$GSIT Cornell University validation might have more teeth now that we have this $NVDA / Groq licensing deal. https://prismmarketview.com/cornell-study-confirms-gsi-technologys-compute-in-memory-apu-matches-gpu-class-ai-performance-shares-soar-180/#::text=The%20study%20benchmarked%20GSI's%20GeminiPerformance%2C%2098%25%20Lower%20Energy%20Use https://prismmarketview.com/cornell-study-confirms-gsi-technologys-compute-in-memory-apu-matches-gpu-class-ai-performance-shares-soar-180/#::text=The%20study%20benchmarked%20GSI's%20GeminiPerformance%2C%2098%25%20Lower%20Energy%20Use"  
[X Link](https://x.com/ScavengerCap/status/2004576180595569135)  2025-12-26T15:32Z [---] followers, [---] engagements


"$GLD When noobs are espousing central bank buying as a reason why gold is going to 10K / oz. that's when you know you have to correct 10%"  
[X Link](https://x.com/ScavengerCap/status/2004643522159542533)  2025-12-26T20:00Z [---] followers, [--] engagements


"$XOM probably one of the best performing stocks in 2026"  
[X Link](https://x.com/ScavengerCap/status/2005661115217535044)  2025-12-29T15:24Z [---] followers, [--] engagements


"@DumbMoneyTV If this is true $CRPHY will take the entire SOFC market"  
[X Link](https://x.com/ScavengerCap/status/2006009288494616657)  2025-12-30T14:27Z [---] followers, [---] engagements


"$ONDS seems pretty clear to me they're setting up for a crash in [----]. This valuation is ridiculous"  
[X Link](https://x.com/ScavengerCap/status/2006378312034103691)  2025-12-31T14:54Z [---] followers, [---] engagements


"$TWLO could actually be the stunner in [----]. They provide the "context" that makes AI agents actually useful. Also they're AI agnostic. They don't build their own LLMs. They're more like "plumbers" that connect biz data to the best LLMs"  
[X Link](https://x.com/ScavengerCap/status/2006424798952566798)  2025-12-31T17:58Z [---] followers, [--] engagements


"@RWB_American $LASR"  
[X Link](https://x.com/ScavengerCap/status/2007416711981809708)  2026-01-03T11:40Z [---] followers, [---] engagements


"$LTRX edge ai for drones/robotics. hidden gem"  
[X Link](https://x.com/ScavengerCap/status/2008209955187544266)  2026-01-05T16:12Z [---] followers, [---] engagements


"$LTRX I've got a [--] price target on this. The Trillium Engineering partnership deepens defense market penetration validates their "edge ai " leadership and as an alternative to foreign-made components Lantronix satisfies a top priority for the DoD"  
[X Link](https://x.com/ScavengerCap/status/2008224430238167277)  2026-01-05T17:09Z [---] followers, [---] engagements


"$UBER A situation where every auto OEM gains access to level [--] av capabilities due to $NVDA creates a fragmented environment where UBER becomes the ultimate winner"  
[X Link](https://x.com/ScavengerCap/status/2008549797347946794)  2026-01-06T14:42Z [---] followers, [---] engagements


"$UBER 90's are coming. $NVDA partnership was gold https://nvidianews.nvidia.com/news/nvidia-uber-robotaxi https://nvidianews.nvidia.com/news/nvidia-uber-robotaxi"  
[X Link](https://x.com/ScavengerCap/status/2008551738010444124)  2026-01-06T14:50Z [---] followers, [---] engagements


"Seeing this move in $FIGR. $AGRO (75% owned by Tether) needs to articulate its tokenization strategy in commodities and agriculture RE"  
[X Link](https://x.com/ScavengerCap/status/2008555830820643044)  2026-01-06T15:06Z [---] followers, [---] engagements


"$MRAM IP licensing opportunity for rad-hard memory suited for data centers in outer space"  
[X Link](https://x.com/ScavengerCap/status/2008929878414913962)  2026-01-07T15:53Z [---] followers, [---] engagements


"$RGC makes sense. 22.5B market cap. 4.9m in cash and [--] revenue"  
[X Link](https://x.com/ScavengerCap/status/2008936761695560112)  2026-01-07T16:20Z [---] followers, [--] engagements


"$SIMO $UCTT 2nd derivative plays to "memory" super-cycle $MU $WDC $STX $SNDK"  
[X Link](https://x.com/ScavengerCap/status/2008976383624794301)  2026-01-07T18:57Z [---] followers, [---] engagements


"$RTX TRUMP WARNED RAYTHEON IT WILL LOSE U.S. GOVERNMENT CONTRACTS UNLESS IT RAPIDLY BOOSTS WEAPONS PRODUCTION INVESTS IN NEW FACILITIES AND HALTS ALL SHARE BUYBACKS ACCUSING THE FIRM OF PRIORITIZING SHAREHOLDERS OVER U.S. MILITARY READINESS. - TRUTH SOCIAL"  
[X Link](https://x.com/ScavengerCap/status/2009008775248925133)  2026-01-07T21:06Z [---] followers, [---] engagements


"@paulcerro Given you're extensive knowledge on $RCAT. figured you might be interested in $LTRX SOM (system on module) for edge AI applications in drones"  
[X Link](https://x.com/ScavengerCap/status/2009341014608367980)  2026-01-08T19:06Z [---] followers, [---] engagements


"$RBLX over 50% drawdown from peak. Shorts need to cover some unless there's imminent terrible news. Barron's Dec 1st 2025"  
[X Link](https://x.com/ScavengerCap/status/2009352023309996547)  2026-01-08T19:50Z [---] followers, [--] engagements


"@altcap Could a $PATH $SNOW offering take share from $PLTR"  
[X Link](https://x.com/ScavengerCap/status/2009654578015535390)  2026-01-09T15:52Z [---] followers, [---] engagements


"$NVO DOUSTDAR: STILL FIGHTING AGAINST COMPOUNDED VERSIONS OF WEGOVY $HIMS"  
[X Link](https://x.com/ScavengerCap/status/2010749034449850649)  2026-01-12T16:21Z [---] followers, [---] engagements


"@Amaero_3DA Have you guys considered a US listing on Nasdaq or NYSE $VELO"  
[X Link](https://x.com/ScavengerCap/status/2011125107796951085)  2026-01-13T17:16Z [---] followers, [---] engagements


"OpenAI about to drop a nuclear bomb on the software market $CRM $WDAY $ADBE etc etc"  
[X Link](https://x.com/ScavengerCap/status/2011141667089416610)  2026-01-13T18:21Z [---] followers, [---] engagements


"I think In light of SAMR's move on $TCOM and the physical altercation that took place between SAMR officials and PDD employees in early December (I mean why would the get physically violent with gov't officials is crazy to me). next shoe to drop probably sends $PDD [--]. But that's probably not a popular opinion. https://twitter.com/i/web/status/2011458316551999878 https://twitter.com/i/web/status/2011458316551999878"  
[X Link](https://x.com/ScavengerCap/status/2011458316551999878)  2026-01-14T15:20Z [---] followers, [---] engagements


"@Mr_Derivatives It's going to break it's 52WL"  
[X Link](https://x.com/ScavengerCap/status/2011759811495624888)  2026-01-15T11:18Z [---] followers, [--] engagements


"@YeahDrDave I've been bullish $SKYT since the single digits. $LTRX is now my bet for similar gains"  
[X Link](https://x.com/ScavengerCap/status/2011811456140849376)  2026-01-15T14:43Z [---] followers, [---] engagements


"$CRCL priced their ipo at 31/shr. Just remember that"  
[X Link](https://x.com/ScavengerCap/status/2011891599882715169)  2026-01-15T20:01Z [---] followers, [---] engagements


"This crypto bill snag and $COIN pulling their support is exactly the kind of thing that can send $CRCL down 20% tomo. jmo"  
[X Link](https://x.com/ScavengerCap/status/2011894357562179690)  2026-01-15T20:12Z [---] followers, [----] engagements


"bought some $HLEO"  
[X Link](https://x.com/ScavengerCap/status/2012194096031375444)  2026-01-16T16:03Z [---] followers, [--] engagements


"$PDD I'm waiting for 70"  
[X Link](https://x.com/ScavengerCap/status/2012196669970903459)  2026-01-16T16:14Z [---] followers, [--] engagements


"$FIGR is the $PLTR of fintech"  
[X Link](https://x.com/ScavengerCap/status/2012203783254581611)  2026-01-16T16:42Z [---] followers, [--] engagements


"$PLTR I suspect someone on the street will step up and actually downgrade soon"  
[X Link](https://x.com/ScavengerCap/status/2012218378719531127)  2026-01-16T17:40Z [---] followers, [---] engagements


"$PLTR Maybe it can trade at a more "reasonable" forward multiple around 100X. Would only be a small 41% correction. Happens to all the greats at some point"  
[X Link](https://x.com/ScavengerCap/status/2012219480395452887)  2026-01-16T17:44Z [---] followers, [---] engagements


"$AMROF makes the metal powders that go into $VELO machines"  
[X Link](https://x.com/ScavengerCap/status/2012253474956718531)  2026-01-16T19:59Z [---] followers, [---] engagements


"@Mr_Derivatives"  
[X Link](https://x.com/ScavengerCap/status/2013443641482633723)  2026-01-20T02:49Z [---] followers, [--] engagements


"$GLD is going to crash today"  
[X Link](https://x.com/ScavengerCap/status/2013992847041515545)  2026-01-21T15:11Z [---] followers, [--] engagements


"$TMC 10C 1DTE are worth a shot"  
[X Link](https://x.com/ScavengerCap/status/2014356730046566643)  2026-01-22T15:17Z [---] followers, [--] engagements


"@DACE0325 Elon lit a 🔥🔥🔥🔥 under "space based solar power". $HLEO $ASTI"  
[X Link](https://x.com/ScavengerCap/status/2014389483588771979)  2026-01-22T17:27Z [---] followers, [--] engagements


"$TSLA should just buy $FSLR tbh"  
[X Link](https://x.com/ScavengerCap/status/2014395838714314918)  2026-01-22T17:52Z [---] followers, [---] engagements


"$TMC Ask yourself how much have commodity prices risen since October [----] when this presentation was given. I think $TMC will be experiencing a monster short squeeze in the near future"  
[X Link](https://x.com/ScavengerCap/status/2014777058165968917)  2026-01-23T19:07Z [---] followers, [--] engagements


"$TMC Short interest has nearly tripled over [----] from 9.66M shares to 28.57M shares. and we are sitting near all time highs after NOAA rule updates"  
[X Link](https://x.com/ScavengerCap/status/2014779152558137391)  2026-01-23T19:15Z [---] followers, [---] engagements


"@ScottWapnerCNBC GAMESTOP SHARES RISE 6% AFTER MICHAEL BURRY SUBSTACK COMMENTS $GME"  
[X Link](https://x.com/ScavengerCap/status/2015833579293393319)  2026-01-26T17:05Z [---] followers, [--] engagements


"Can't hate y'all. $BETR $BETRW @ericjackson has the power"  
[X Link](https://x.com/ScavengerCap/status/1970141512886308940)  2025-09-22T15:01Z [---] followers, [---] engagements


"$KYIV any idea how much this would move if we actually did get peace PUTIN: WE'RE READY FOR PEACEFUL RESOLUTION"  
[X Link](https://x.com/ScavengerCap/status/1991935901828833513)  2025-11-21T18:25Z [---] followers, [---] engagements


"@investmattallen $TMC The TMC Advantage: The seafloor polymetallic nodules TMC intends to harvest contain copper at concentrations often [--] times higher than what is being mined on land today"  
[X Link](https://x.com/ScavengerCap/status/2016550372798583288)  2026-01-28T16:34Z [---] followers, [---] engagements


"@MilkRoadAI Plan B is $TMC"  
[X Link](https://x.com/ScavengerCap/status/2016752376896540758)  2026-01-29T05:56Z [---] followers, [---] engagements


"$ASTS and $RKLB are being sold to make room for SpaceX"  
[X Link](https://x.com/ScavengerCap/status/2017304875613241376)  2026-01-30T18:32Z [---] followers, [---] engagements


"No. I only mentioned REAL within the context of catering to a wealthier cohort and since you posted about it previously I thought you might be interested to take a look at DIBS. I do think DIBS at this valuation would be interesting for one of these higher end online retailers given their global reach and existing network of professional dealers but 🤷♂ "  
[X Link](https://x.com/ScavengerCap/status/1924661464885019065)  2025-05-20T03:00Z [---] followers, [--] engagements


"bought $DOGP lol"  
[X Link](https://x.com/ScavengerCap/status/1937967398692524466)  2025-06-25T20:13Z [---] followers, [--] engagements


"$PHUN Just for optics. @phunware you should press Mr. Mewawalla to resign from your bod. You guys were smart raising cash in '24 and you're burning negligible cash each quarter and reducing headcount. With all this cash and your stock trading at neg ev this is your opportunity to do something big for the company. I'm sure Mr. Han has some ideas given what $CFND must be eyeing for their portfolio. I'm hoping you'll do the right thing. https://twitter.com/i/web/status/1957472533743071281 https://twitter.com/i/web/status/1957472533743071281"  
[X Link](https://x.com/ScavengerCap/status/1957472533743071281)  2025-08-18T15:59Z [---] followers, [---] engagements


"Stupid moves aren't unprecedented in this market so I'm gonna provide some context to how stupid things could look. This is a dynamic situation so numbers are changing. With 593M shares outstanding $FRMI @ [--] would make it bigger than $IRM (on an EV basis) @ [---] it'll be bigger that $COR @ [-----] it'll be bigger than $DLR and finally @ [---] it'll be bigger than $EQIX. https://twitter.com/i/web/status/1973710035462091183 https://twitter.com/i/web/status/1973710035462091183"  
[X Link](https://x.com/ScavengerCap/status/1973710035462091183)  2025-10-02T11:21Z [---] followers, [---] engagements


"@phunware $PHUN IT'S TIME FOR YOU TO. #CRYPTO"  
[X Link](https://x.com/ScavengerCap/status/1976058710771609894)  2025-10-08T22:54Z [---] followers, [---] engagements


"$AEXA WELCOME BACK KING @chamath"  
[X Link](https://x.com/ScavengerCap/status/1976259112842248333)  2025-10-09T12:11Z [---] followers, [---] engagements


"@chamath Well I'm just gonna throw my bet into the pool. $AEXA should go after @TheNuclearCo"  
[X Link](https://x.com/ScavengerCap/status/1976261743593586740)  2025-10-09T12:21Z [---] followers, [---] engagements


"$DJT put "nuclear fusion" on the map. $OPTX $OPTXW "picks and shovels" play https://www.nasdaq.com/articles/syntec-optics-holdings-inc-secures-orders-optics-commercial-fusion-energy-market https://www.nasdaq.com/articles/syntec-optics-holdings-inc-secures-orders-optics-commercial-fusion-energy-market"  
[X Link](https://x.com/ScavengerCap/status/2002059247572640058)  2025-12-19T16:51Z [---] followers, [---] engagements


"Started a long position in $PYXS"  
[X Link](https://x.com/ScavengerCap/status/2003855863635992938)  2025-12-24T15:50Z [---] followers, [---] engagements


"$VRA the turnaround is coming. https://www.wsj.com/articles/vera-bradley-goes-back-to-its-whimsical-roots-54a7ad9cmod=Searchresults&pos=1&page=1 https://www.wsj.com/articles/vera-bradley-goes-back-to-its-whimsical-roots-54a7ad9cmod=Searchresults&pos=1&page=1"  
[X Link](https://x.com/ScavengerCap/status/2008195249114611785)  2026-01-05T15:13Z [---] followers, [---] engagements


"POTUS WANTS MANUFACTURING EFFICIENCIES IN AERO/DEFENSE THESE GUYS ARE GOING TO WIN. $SSYS $XMTR $DDD $NNDM $VELO"  
[X Link](https://x.com/ScavengerCap/status/2009295930558677151)  2026-01-08T16:07Z [---] followers, [---] engagements


"@RadnorCapital I think these 3D printing / AM stocks look very interesting as candidate names for re-rating on Trump's push for defense manufacturing efficiency. $SSYS $XMTR (highest quality) $VELO (SpaceX/Anduril gives it momentum) $DDD $NNDM (I'd consider to be lower quality). Really like that Rosen's Rubric Cap is in $SSYS. Worth a look I think. https://twitter.com/i/web/status/2009317062204633231 https://twitter.com/i/web/status/2009317062204633231"  
[X Link](https://x.com/ScavengerCap/status/2009317062204633231)  2026-01-08T17:31Z [---] followers, [---] engagements


"$GNRC [----] MIGHT BE THE YEAR OF THE "MICROGRID""  
[X Link](https://x.com/ScavengerCap/status/2011120694591975598)  2026-01-13T16:58Z [---] followers, [---] engagements


"Hearing Elon talk about the sun. Space based solar power might be where it's at. All of the following have exposure to SBSP $HLEO $FPLSF $BA (Spectrolab) $RKLB"  
[X Link](https://x.com/ScavengerCap/status/2014366797277937903)  2026-01-22T15:57Z [---] followers, [---] engagements


"$KODK might be near the top of my list for best stock to own for the next 3-5yrs. APIs (Active Pharmaceutical Ingredients) and KSMs (Key Starting Materials) are the "critical minerals" of the healthcare industry. Domestic supply chain resilience will become a hot topic for these types of chemicals. You can guarantee that. Their chemicals segment is growing at 15% yoy with 20% ebitda margins. Roughly 330M runrate. Enterprise value has dropped from 1.2B to around 650M post pension reversion. One underappreciated aspect is PP&E. The amount of capex that would be required for a newcomer to build"  
[X Link](https://x.com/ScavengerCap/status/2016165841687969873)  2026-01-27T15:06Z [---] followers, [---] engagements


"$MP Will be over [--] against soon. Global Minerals Conference this Wednesday February [--] in Washington DC"  
[X Link](https://x.com/ScavengerCap/status/2018344746842800189)  2026-02-02T15:24Z [---] followers, [--] engagements


"@ScottWapnerCNBC Stephanie's just salty cause she dumped $FCX at the wrong time"  
[X Link](https://x.com/ScavengerCap/status/2018371900884283427)  2026-02-02T17:12Z [---] followers, [--] engagements


"@Google Can you guys start a "Project Holodeck" where you line a [--] walled space with seamless leds like the Sphere and then use Project Genie to create the images that make it appear like you're immersed in whatever environment is created $GOOG"  
[X Link](https://x.com/ScavengerCap/status/2018398018270105835)  2026-02-02T18:56Z [---] followers, [--] engagements


"Maybe we're gearing up for some early [----] announcements that will provide more visibility for the next 2-3yrs. On a side note probably doesn't mean anything but yesterday I noticed ALAB advancing in the afternoon. I kind of assumed its price would stay muted given current valuation after MRVL moved on Celestial AI but ALAB does have this working relationshipwith AIChip and AyerLabs. https://ayarlabs.com/next-gen-ai-architecture-through-co-packaged-optics/"  
[X Link](https://x.com/ScavengerCap/status/1997314495803175103)  2025-12-06T14:37Z [---] followers, [--] engagements


"$MICC I could see this meme. Pure play on ice cream"  
[X Link](https://x.com/ScavengerCap/status/1998784952280711570)  2025-12-10T16:00Z [---] followers, [---] engagements


"$NVDA I guess this is really all that matters. image from Coatue deck"  
[X Link](https://x.com/anyuser/status/1930458534736527849)  2025-06-05T02:55Z [---] followers, [----] engagements

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