# ![@TheStoicCapital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1974845291137282048.png) @TheStoicCapital Stoic Cap

Stoic Cap posts on X about $krknf, $te, $onds, $asts the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1974845291137282048/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1974845291137282048/c:line/m:interactions.svg)

- [--] Month [------] +6,583%

### Mentions: [--] [#](/creator/twitter::1974845291137282048/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1974845291137282048/c:line/m:posts_active.svg)

- [--] Month [--] +850%

### Followers: [---] [#](/creator/twitter::1974845291137282048/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1974845291137282048/c:line/m:followers.svg)

- [--] Month [---] +69%

### CreatorRank: [-------] [#](/creator/twitter::1974845291137282048/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1974845291137282048/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  35% [stocks](/list/stocks)  5% [financial services](/list/financial-services)  #975 [countries](/list/countries)  4% [exchanges](/list/exchanges)  2% [technology brands](/list/technology-brands)  1% [automotive brands](/list/automotive-brands)  1% [travel destinations](/list/travel-destinations)  1% [cryptocurrencies](/list/cryptocurrencies)  1%

**Social topic influence**
[$krknf](/topic/$krknf) #16, [$te](/topic/$te) #9, [$onds](/topic/$onds) #42, [$asts](/topic/$asts) #68, [$pngv](/topic/$pngv) 14%, [money](/topic/money) 8%, [ai](/topic/ai) 6%, [$nbis](/topic/$nbis) #138, [accounting](/topic/accounting) #126, [stocks](/topic/stocks) #3269

**Top accounts mentioned or mentioned by**
[@ckcapitalxx](/creator/undefined) [@ryansfinance](/creator/undefined) [@kawzinvests](/creator/undefined) [@spacanpanman](/creator/undefined) [@alc2022](/creator/undefined) [@tradesquantum](/creator/undefined) [@machoman3314](/creator/undefined) [@coffeestocksguy](/creator/undefined) [@trizzlex69](/creator/undefined) [@retailmourinho](/creator/undefined) [@cheezechamp](/creator/undefined) [@t1energy](/creator/undefined) [@crnainvestor](/creator/undefined) [@ashvin22932](/creator/undefined) [@tlamb91](/creator/undefined) [@transhumanica](/creator/undefined) [@holysmokas](/creator/undefined) [@michaelsikands](/creator/undefined) [@uphillmarket](/creator/undefined) [@seedy19tron](/creator/undefined)

**Top assets mentioned**
[Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Goldman Sachs (GS)](/topic/goldman-sachs) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [BlackRock Inc (BLK)](/topic/blackrock) [Pangolin (PNG)](/topic/$png)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$ONDS went from $10 to $5 did you buy It now went from $15 to $7 did you buy"  
[X Link](https://x.com/TheStoicCapital/status/2020563700143247792)  2026-02-08T18:21Z [---] followers, [---] engagements


"This and my stocks at: $ASTS $1000 $NBIS $500 $ONDS $100 $KRKNF $50 $TE $50 Is all a man needs"  
[X Link](https://x.com/TheStoicCapital/status/2020679084561351167)  2026-02-09T02:00Z [---] followers, [---] engagements


"$TE / T1 Energy heading into a big moment. Q4 earnings are expected to be higher than the previous three quarters combined ☀"  
[X Link](https://x.com/TheStoicCapital/status/2020878045649805362)  2026-02-09T15:10Z [---] followers, [----] engagements


"$TE institutional accumulation is picking up. BNP Paribas: +5483% increase ($9.7M position) Goldman Sachs: +266% increase ($9.6M) Follow the money"  
[X Link](https://x.com/TheStoicCapital/status/2021574596953071813)  2026-02-11T13:18Z [---] followers, [---] engagements


"People sleeping on this: $TE x Palantir. Thats not a marketing deal thats data-driven manufacturing. Better yields. Tighter supply chain. Faster scale. Exactly what you want in a domestic solar buildout story. Follow the money 📈💸 $TE 🤝 $PLTR https://t.co/6Dsnrg8nzo Follow the money 📈💸 $TE 🤝 $PLTR https://t.co/6Dsnrg8nzo"  
[X Link](https://x.com/TheStoicCapital/status/2021243057178341612)  2026-02-10T15:21Z [---] followers, [---] engagements


"$TE highlighting workforce scale is a real execution signal. [----] in Dallas. [----] planned in Austin. 100+ at HQ. You dont hire thousands of workers and engineers for a story. Thats manufacturing scale and production ramp. ☀☀☀ Are you an engineer A rogue engineer Come to Austin. https://t.co/l68sINaror Are you an engineer A rogue engineer Come to Austin. https://t.co/l68sINaror"  
[X Link](https://x.com/TheStoicCapital/status/2021353809948316046)  2026-02-10T22:41Z [---] followers, [---] engagements


"@CoffeeStocksGuy Agreed its a yellow flag imho not the best timing and agree they should explain it love your coverage on $TE"  
[X Link](https://x.com/TheStoicCapital/status/2021579246125056007)  2026-02-11T13:37Z [---] followers, [---] engagements


"$TE ☀☀☀ - short term PA means nothing know what you own"  
[X Link](https://x.com/TheStoicCapital/status/2021655103154139622)  2026-02-11T18:38Z [---] followers, [---] engagements


"@CKCapitalxx Also key: wasnt an outside hire it was an internal promotion from their SEC reporting team so continuity on the books. Has public-company accounting experience from Valero plus Big [--] background (KPMG Deloitte). Looks like a structured transition"  
[X Link](https://x.com/TheStoicCapital/status/2021688581245296704)  2026-02-11T20:51Z [---] followers, [---] engagements


"@CKCapitalxx That said $TE should address it clearly transparency helps. I understand the shock. But the filing itself didnt show accounting disputes restatements auditor issues or control problems. Just a leadership change and internal promotion"  
[X Link](https://x.com/TheStoicCapital/status/2021688887773458832)  2026-02-11T20:52Z [---] followers, [---] engagements


"Do not be shocked if $ONDS doubles from here. Defense + AI edge + contracts stacking. This one doesnt need hype. It needs time"  
[X Link](https://x.com/TheStoicCapital/status/2021745552141005263)  2026-02-12T00:37Z [---] followers, [---] engagements


"$ONDS 🤝 Anduril Pay attention"  
[X Link](https://x.com/TheStoicCapital/status/2021751817147707652)  2026-02-12T01:02Z [---] followers, [---] engagements


"@trizzlex69 @CKCapitalxx Yup but investors will panic without looking into all the finer details I guess"  
[X Link](https://x.com/TheStoicCapital/status/2021942552312922232)  2026-02-12T13:40Z [---] followers, [--] engagements


"BREAKING NEWS: January jobs growth hits 130K vs 65K expected"  
[X Link](https://x.com/TheStoicCapital/status/2021579115732594713)  2026-02-11T13:36Z [---] followers, [--] engagements


"Price down. Institutions still accumulating. Panic is loud. Smart money is patient. $TE will prevail ☀☀☀"  
[X Link](https://x.com/TheStoicCapital/status/2021610759440982303)  2026-02-11T15:42Z [---] followers, [----] engagements


"@retail_mourinho 33% short interest on a company like $ONDS 580%+ YoY 60%+ QoQ Let's see how this plays out ha"  
[X Link](https://x.com/TheStoicCapital/status/2021755068479893771)  2026-02-12T01:15Z [---] followers, [---] engagements


"@Cheeze_Champ That would be our quant"  
[X Link](https://x.com/TheStoicCapital/status/2021954766595928410)  2026-02-12T14:29Z [---] followers, [--] engagements


"🚨 SENATE COMMERCE COMMITTEE APPROVES BILL TO SPEED APPROVALS FOR NEW SATELLITE LAUNCHES SPACE TIMELINES JUST GOT SHORTER. https://twitter.com/i/web/status/2021968103240835252 https://twitter.com/i/web/status/2021968103240835252"  
[X Link](https://x.com/TheStoicCapital/status/2021968103240835252)  2026-02-12T15:22Z [---] followers, [---] engagements


"@ryansfinance You adding Whats your thoughts"  
[X Link](https://x.com/TheStoicCapital/status/2021974109479919873)  2026-02-12T15:46Z [---] followers, [--] engagements


"@CKCapitalxx People acting like the $TE CAO change is some huge anomaly I understand the timing is odd but nothing of huge concern. Look at her career multiple roles over the years some shorter stints. Thats common in finance leadership especially in growth and restructuring phases"  
[X Link](https://x.com/TheStoicCapital/status/2021688007707730383)  2026-02-11T20:49Z [---] followers, [---] engagements


"Theres a lot of noise around $TE especially the CAO transition. Heres the grounded breakdown. What happened: On Feb [--] T1 Energy replaced its CAO Denise Cruz and immediately promoted Tom Mahrer internally to Chief Accounting Officer & Corporate Controller. Mahrer joined @T1_Energy in October [----] as Director of SEC Reporting. He was already embedded in the reporting process and familiar with the books. This was not an external emergency hire or a scramble it was an internal promotion. His background: Big [--] (Deloitte KPMG) Years at Valero Energy handling technical accounting and SEC reporting"  
[X Link](https://x.com/TheStoicCapital/status/2021743154974900258)  2026-02-12T00:28Z [---] followers, 16.4K engagements


"@KawzInvests Me and you both buying any $ASTS dip that comes our way"  
[X Link](https://x.com/TheStoicCapital/status/2021752756743417967)  2026-02-12T01:06Z [---] followers, [---] engagements


"I bought: $ASTS at $60 $ONDS at $4 $KRKNF at $2 $TE at $3 I have only one job: hold. This will be me and all my loved ones in 2030:"  
[X Link](https://x.com/TheStoicCapital/status/2021754328831193307)  2026-02-12T01:12Z [---] followers, [----] engagements


"Reached out to $TE IR. Response was straightforward: the 8-K says what it needs to say. Internal promotion planned based on performance. No disputes disclosed. Best approach is to focus on what is in the filing not infer what isnt. Theres a lot of noise around $TE especially the CAO transition. Heres the grounded breakdown. What happened: On Feb [--] T1 Energy replaced its CAO Denise Cruz and immediately promoted Tom Mahrer internally to Chief Accounting Officer & Corporate Controller. Mahrer joined https://t.co/wHzMlOqdZQ Theres a lot of noise around $TE especially the CAO transition. Heres the"  
[X Link](https://x.com/TheStoicCapital/status/2021947731695357993)  2026-02-12T14:01Z [---] followers, [----] engagements


"$TE heading into a big moment. Q4 revenue is expected to be higher than the previous three quarters combined. ☀☀☀"  
[X Link](https://x.com/TheStoicCapital/status/2022021225137287496)  2026-02-12T18:53Z [---] followers, [----] engagements


"$TE institutional accumulation keeps coming in 13Fs rolling in. UBS +3.9M Vanguard +3.8M Renaissance +3.6M BNP +1.4M Goldman +1.1M The transition to serious ownership is underway. Institutional ownership ATH. (s/o @spacanpanman for tracking)"  
[X Link](https://x.com/TheStoicCapital/status/2022041026635215260)  2026-02-12T20:12Z [---] followers, [----] engagements


"$TE update: Treasury + IRS finally released the Prohibited Foreign Entity / FEOC guidance. This guidance determines whether solar manufacturers can keep accessing key U.S. incentives (45X + downstream tax credit eligibility). Its been one of the biggest unknowns hanging over U.S. solar supply chains. My read: the guidance appears to be largely in-line with what the market expected i.e. no surprise tightening that would suddenly disqualify compliant U.S. producers. For $TE specifically this is important because the main bear concern wasnt can they build modules it was can they stay compliant"  
[X Link](https://x.com/TheStoicCapital/status/2022168052259750042)  2026-02-13T04:36Z [---] followers, [----] engagements


"$ONDS 145M shares short into a company ramping revenue 250% YoY and landing defence contracts I could not be short IMO. 145M https://t.co/XaZ0gKxO7r 145M https://t.co/XaZ0gKxO7r"  
[X Link](https://x.com/TheStoicCapital/status/2022259863510728795)  2026-02-13T10:41Z [---] followers, [----] engagements


"Energy is the new currency. Eric Schmidt: America needs [--] gigawatts in the next 3-5 years The real demand from hyperscalers for AI data centers is otherworldly they need [--] to [--] gigawatts EACH The real economics are being most felt in the infrastructure buildout powering the next wave of AI https://t.co/Xe05b7i1xr Eric Schmidt: America needs [--] gigawatts in the next 3-5 years The real demand from hyperscalers for AI data centers is otherworldly they need [--] to [--] gigawatts EACH The real economics are being most felt in the infrastructure buildout powering the next wave of AI"  
[X Link](https://x.com/TheStoicCapital/status/2022260246576554064)  2026-02-13T10:43Z [---] followers, [--] engagements


"B Riley reduces $ASTS PT from $105 - $95. Absolutely devastating. (its not)"  
[X Link](https://x.com/TheStoicCapital/status/2022301323199217749)  2026-02-13T13:26Z [---] followers, [---] engagements


"$ONDS secures a new multi-million-dollar European order for its Iron Drone Raider counter-UAS system following successful deployment protecting critical infrastructure in a NATO country. This isnt a pilot anymore its operational adoption and expansion. repeat orders after proven performance growing EU/NATO demand for counter-drone systems 24/7 autonomous airspace protection capability AI + drones increasing threat Governments need scalable counter-UAS $ONDS already deployed and getting paid Market still pricing this like a small cap story. The contracts say otherwise."  
[X Link](https://x.com/TheStoicCapital/status/2022306781683212435)  2026-02-13T13:48Z [---] followers, [---] engagements


"$ONDS. $3.9B Market Cap. $1.5B in cash on the balance sheet. 35% short interest. Let that sink in"  
[X Link](https://x.com/TheStoicCapital/status/2022330327642058856)  2026-02-13T15:21Z [---] followers, [----] engagements


"$TE The real bottleneck for AI + data centres isnt chips its power. The U.S. needs tens of GW of new capacity fast and hyperscalers are locking in multi-GW solar PPAs in Texas right now. At the same time policy has shifted the industry to domestic compliant supply chains (IRA/45X tariffs FEOC). That creates a supply constraint in U.S. solar manufacturing. Thats where $TE sits. Theyre building a U.S. solar manufacturing platform: G1 Dallas: large-scale module production already running G2 Austin: 2.1GW domestic cell capacity online late [----] (+ expansion planned) Positioned to capture 45X"  
[X Link](https://x.com/TheStoicCapital/status/2022337345610002831)  2026-02-13T15:49Z [---] followers, [---] engagements


"You can bet on LIVE TRAFFIC right now. This might be the top they're gambling on live traffic now.we're cooked. https://t.co/GGNDAXz3u4 they're gambling on live traffic now.we're cooked. https://t.co/GGNDAXz3u4"  
[X Link](https://x.com/TheStoicCapital/status/2022469693689467058)  2026-02-14T00:35Z [---] followers, [--] engagements


"$ASTS Offering News No $ASTS did not blow up shareholders. The market is reacting to convertible notes without understanding what actually happened. ASTS just raised $1B+ in converts due [----] while retiring part of nearer-term debt. That extends maturities and funds the constellation build without constant emergency raises. Yes converts = potential dilution. Thats real. But this is a capital-intensive space network build. Funding comes before cash flow in this business. What didnt change: BlueBird satellites validating in orbit Launch cadence increasing Defense contracts expanding 50+ MNO"  
[X Link](https://x.com/TheStoicCapital/status/2021744911809491332)  2026-02-12T00:35Z [---] followers, [---] engagements


"$NBIS reports 4Q25 tomorrow (pre-market 7-8AM ET). Street expectations: Revenue: $243M (+515% YoY) EBITDA: $40M (17% margin) Net Income: -$151M Are you holding through earnings"  
[X Link](https://x.com/TheStoicCapital/status/2021751287776178204)  2026-02-12T01:00Z [---] followers, [---] engagements


"@CRNAinvestor Exactly People hear offering and just straight out panic. Those that understand will enjoy these dips"  
[X Link](https://x.com/TheStoicCapital/status/2021989038098731391)  2026-02-12T16:45Z [---] followers, [---] engagements


"@ryansfinance Sounds good $ONDS is a favourite of mine will add on any dip imo"  
[X Link](https://x.com/TheStoicCapital/status/2021989685539836215)  2026-02-12T16:48Z [---] followers, [---] engagements


"@CKCapitalxx Inflation is clearly cooling and moving back toward the Feds 2% target. That gives the Fed more room to cut rates in [----]. Lower rates = cheaper money = higher valuations especially for growth/high beta names. Lets go"  
[X Link](https://x.com/TheStoicCapital/status/2022308187756494848)  2026-02-13T13:53Z [---] followers, [--] engagements


"$ASTS in a nutshell"  
[X Link](https://x.com/TheStoicCapital/status/2022408686837313847)  2026-02-13T20:33Z [---] followers, [---] engagements


"Remember when $ASTS did a convert in Jan [----] When it dropped 10% went sideways and then ripped 50% in [--] days Know what you own"  
[X Link](https://x.com/TheStoicCapital/status/2021748727367586273)  2026-02-12T00:50Z [---] followers, [----] engagements


"$ASTS diluted at: $3.10 $4.75 $5.50 $5.75 $72.07 $78.61 $96.30 (TODAY) Red days are never fun. But look at the pattern. Each raise brought short-term pressure. Each one funded the next stage of satellite deployment and network expansion. Know what you own"  
[X Link](https://x.com/TheStoicCapital/status/2021764328165085509)  2026-02-12T01:52Z [---] followers, 19.8K engagements


"@ashvin22932 If there was a real accounting issue theyd have to disclose it. No dispute no restatement no auditor change. Earnings will tell us more than guesses"  
[X Link](https://x.com/TheStoicCapital/status/2021778487296532814)  2026-02-12T02:48Z [---] followers, [---] engagements


"$TE Institutions are adding aggressively while price scares people out. BNP Paribas increased its position +5483% Goldman Sachs increased +266% Follow the money"  
[X Link](https://x.com/TheStoicCapital/status/2021907901166891406)  2026-02-12T11:23Z [---] followers, [----] engagements


"$NBIS earnings drama but I think we should zoom out here. Revenue +547% YoY to $228M Core AI revenue +802% YoY Adj. EBITDA 24% in Q4 Positive adj. EBITDA at group level Cash $3.7B [----] capacity raised to 3.0GW ARR guidance pointing to $79B run-rate Insane. Bought the dip"  
[X Link](https://x.com/TheStoicCapital/status/2021919482554319007)  2026-02-12T12:09Z [---] followers, [----] engagements


"It's a bad day not a bad life. Red days are a part of the process it is days like these you are tested. My advice Deploy cash (if you have) for any high conviction plays and just enjoy your day doing what you love. I promise it really is that simple"  
[X Link](https://x.com/TheStoicCapital/status/2021989552827904070)  2026-02-12T16:47Z [---] followers, [--] engagements


"BlackRock just increased its $ONDS position to [-------] shares. Thats +2273961 shares this quarter. A 45% increase. https://www.sec.gov/Archives/edgar/data/2012383/000201238326000920/xslForm13F_X02/form13fInfoTable.xml https://www.sec.gov/Archives/edgar/data/2012383/000201238326000920/xslForm13F_X02/form13fInfoTable.xml"  
[X Link](https://x.com/TheStoicCapital/status/2022032057980092455)  2026-02-12T19:36Z [---] followers, [---] engagements


"$ASTS good beef watch whilst market capitulates $ASTS: This is going to be fun and 🌶 https://t.co/NadV8ZtFEi $ASTS: This is going to be fun and 🌶 https://t.co/NadV8ZtFEi"  
[X Link](https://x.com/TheStoicCapital/status/2022093487681024399)  2026-02-12T23:40Z [---] followers, [----] engagements


"$ONDS acquires UK defense startup Rotron Aerospace. Theyve agreed to acquire UK-based Rotron Aerospace a developer of long-range autonomous aerial platforms + one-way strike systems designed for low-cost scalable deployment in contested environments. This isnt random M&A its a clear move to: Expand into long-range strike + NATO-aligned programs Add defense-grade aero engines + UAS capability Strengthen their full vertical stack (air + ground + comms) Weve already seen them add UGVs (Roboteam) now layering in long-range UAV/effector tech. $ONDS is positioning as a multi-domain autonomous"  
[X Link](https://x.com/TheStoicCapital/status/2022306100855341325)  2026-02-13T13:45Z [---] followers, [----] engagements


"JANUARY CPI INFLATION CPI 2.4% YoY vs Est. 2.5% Core CPI 2.5% YoY vs. Est. 2.5%"  
[X Link](https://x.com/TheStoicCapital/status/2022307749099344078)  2026-02-13T13:51Z [---] followers, [--] engagements


"$ONDS. Ondas secured a new multi-million European order for Iron Drone Raider following successful deployment at a major international airport in a NATO country. $ONDS https://t.co/F7HH0MKBHd Ondas secured a new multi-million European order for Iron Drone Raider following successful deployment at a major international airport in a NATO country. $ONDS https://t.co/F7HH0MKBHd"  
[X Link](https://x.com/TheStoicCapital/status/2022308290068152408)  2026-02-13T13:54Z [---] followers, [---] engagements


"$ONDS finally the price action it deserves"  
[X Link](https://x.com/TheStoicCapital/status/2022333407511122046)  2026-02-13T15:33Z [---] followers, [---] engagements


"$NBIS testing the bears a new one. $NBIS earnings drama but I think we should zoom out here. Revenue +547% YoY to $228M Core AI revenue +802% YoY Adj. EBITDA 24% in Q4 Positive adj. EBITDA at group level Cash $3.7B [----] capacity raised to 3.0GW ARR guidance pointing to $79B run-rate https://t.co/yrm9IdvkLi $NBIS earnings drama but I think we should zoom out here. Revenue +547% YoY to $228M Core AI revenue +802% YoY Adj. EBITDA 24% in Q4 Positive adj. EBITDA at group level Cash $3.7B [----] capacity raised to 3.0GW ARR guidance pointing to $79B run-rate https://t.co/yrm9IdvkLi"  
[X Link](https://x.com/TheStoicCapital/status/2022333558657085624)  2026-02-13T15:34Z [---] followers, [---] engagements


"$TE is still the U.S. solar + AI power play. Demand for power is exploding. Domestic supply is limited. That imbalance doesnt disappear"  
[X Link](https://x.com/TheStoicCapital/status/2022333886051783125)  2026-02-13T15:35Z [---] followers, [---] engagements


"$NBIS. Following $NBIS' Q4 results: Northland reiterated Outperform with a $211 PT 🟢 Citizens reiterated Outperform with a $175 PT 🟢 D.A. Davidson reiterated Buy with a $150 PT 🟢 MS reiterated Equalwt/Attractive with a $126 PT 🟢 Seaport Global reiterated Neutral with https://t.co/FYgqrUhhoA Following $NBIS' Q4 results: Northland reiterated Outperform with a $211 PT 🟢 Citizens reiterated Outperform with a $175 PT 🟢 D.A. Davidson reiterated Buy with a $150 PT 🟢 MS reiterated Equalwt/Attractive with a $126 PT 🟢 Seaport Global reiterated Neutral with https://t.co/FYgqrUhhoA"  
[X Link](https://x.com/TheStoicCapital/status/2022347260873277600)  2026-02-13T16:28Z [---] followers, [---] engagements


"Whats the most undervalued stock in the market right now"  
[X Link](https://x.com/TheStoicCapital/status/2022469513074139488)  2026-02-14T00:34Z [---] followers, [--] engagements


"How can I not buy more: $KRKNF $ONDS $ASTS $TE In days like this Remember you invest for the future you in 1+ years these stocks will trade way higher"  
[X Link](https://x.com/TheStoicCapital/status/2022011783549267999)  2026-02-12T18:15Z [---] followers, [----] engagements


"$ONDS. Revenue scaling from $48M $170180M in [--] months = 250%+ YoY growth Backlog now $65M (+180%) with $300M+ bookings pipeline into [----] Operating right in the middle of: counter-UAS autonomous drones / robotics private wireless networks All NDAA compliant. U.S. built. Macro tailwinds are massive: counter-drone market projected $2030B+ by [----] DoD targeting 200000+ drone procurement by [----] Execution already showing: Blue UAS cleared (opens DoD procurement channel) FAA BVLOS approved (commercial scale ops) APAC defence contract + U.S. border contracts already won acquisitions expanding"  
[X Link](https://x.com/TheStoicCapital/status/2022256967201300502)  2026-02-13T10:30Z [---] followers, [----] engagements


"$TE I think this sell-off looks overdone. The story hasnt changed. Everyone is trading headlines + macro Im watching the fundamentals: Revenue already ramping hard (last qtr $210M vs $132M prior) Q4 expected to be bigger than the previous [--] quarters combined 5GW U.S. module capacity already running (G1 Dallas) 2.1GW cell fab (G2 Austin) coming online into [----] demand wave Section 45X credits boosting margins + cash flow This isnt a commodity solar name it is a domestic manufacturing into a structural power bottleneck driven by AI + data centers. Hyperscalers are signing multi-GW PPAs in"  
[X Link](https://x.com/TheStoicCapital/status/2022478684829909211)  2026-02-14T01:11Z [---] followers, [---] engagements


"@TLAMB91 $KRKNF"  
[X Link](https://x.com/hennyinvests/status/1979978653292228892)  2025-10-19T18:31Z [--] followers, [---] engagements


"Just looked out my window has anyone else seen this Markets aren't open yet but $KRKNF already flying"  
[X Link](https://x.com/hennyinvests/status/1980240968843444634)  2025-10-20T11:53Z [---] followers, [---] engagements


"I mean I can tweet everyday about $KRKNF and say I told you but whats the point I prefer to let the stock do the talking"  
[X Link](https://x.com/hennyinvests/status/1981096781980324003)  2025-10-22T20:34Z [---] followers, [---] engagements


"Someone gets it. $KRKNF / $PNG.V $KRKNF Im just gonna say this. Anything that acts/serves as an Anduril proxy should be a good investment. I have been trying to source sellers of Anduril shares for over a year and not a single cap table holder has wanted to sell anything so this could be a good buy. $KRKNF Im just gonna say this. Anything that acts/serves as an Anduril proxy should be a good investment. I have been trying to source sellers of Anduril shares for over a year and not a single cap table holder has wanted to sell anything so this could be a good buy"  
[X Link](https://x.com/hennyinvests/status/1981097015699447900)  2025-10-22T20:35Z [---] followers, [---] engagements


"What a week for $KRKNF / $PNG.V. The best thing It is STILL so early🤣 KRAKHEADS CONTINUE🦑🦑🦑"  
[X Link](https://x.com/hennyinvests/status/1981097557234172275)  2025-10-22T20:37Z [---] followers, [---] engagements


"Krakheads are taking over. This is the best RR in the market right now. I would say do your own research but I think all my Krakheads have posted all the DD you need all over X for free at your disposal. $KRKNF / $PNG.V $KRKNF: I've started a position in Kraken Robotics over the last several days. Congrats to @transhumanica for his very early work which unfortunately I didn't focus on. Hope to post some thoughts in the coming days. 🐙 $KRKNF: I've started a position in Kraken Robotics over the last several days. Congrats to @transhumanica for his very early work which unfortunately I didn't"  
[X Link](https://x.com/hennyinvests/status/1981097918355689529)  2025-10-22T20:38Z [---] followers, [---] engagements


"@alc2022 @alc2022 time for the $KRKNF deep dive Antonio"  
[X Link](https://x.com/hennyinvests/status/1981098099981561932)  2025-10-22T20:39Z [---] followers, [---] engagements


"@HolySmokas You CANNOT miss out on $KRKNF check @michaelsikands video on it amazing"  
[X Link](https://x.com/hennyinvests/status/1981098209092260157)  2025-10-22T20:39Z [---] followers, [--] engagements


"You still have time to buy $KRKNF / $PNG.V before it is too late. The market WILL catch on"  
[X Link](https://x.com/hennyinvests/status/1981098493520548157)  2025-10-22T20:41Z [---] followers, [---] engagements


"The Krakhead link up when we hit $50. I love all of you Krakheads what a community we are building and the beauty of it is we will all make money together. $KRKNF / $PNG.V"  
[X Link](https://x.com/hennyinvests/status/1981099190504870169)  2025-10-22T20:43Z [---] followers, [---] engagements


"TARIFFS THE MARKET IS TANKING OH NO Sorry I guess I didnt realise $KRKNF / $PNG.V"  
[X Link](https://x.com/hennyinvests/status/1981099466750111764)  2025-10-22T20:44Z [---] followers, [---] engagements


"$KRKNF / $PNG.V Whats going on here https://t.co/kJeqqeikxu Whats going on here https://t.co/kJeqqeikxu"  
[X Link](https://x.com/hennyinvests/status/1981100574474195348)  2025-10-22T20:49Z [---] followers, [---] engagements


"@alc2022 GREATNESS. $KRKNF IS JUST GETTING STARTED"  
[X Link](https://x.com/hennyinvests/status/1981101304954179683)  2025-10-22T20:52Z [---] followers, [---] engagements


"@ryansfinance DCA is your best bet I am continuing to put any money I get on hand straight into $KRKNF"  
[X Link](https://x.com/hennyinvests/status/1981113543698292905)  2025-10-22T21:40Z [---] followers, [---] engagements


"I dont offer a course. Or a sub-stack. Not a furu or a shiller. I dont want money. I simply bring you companies with a future that will change your life. At this moment that is $KRKNF / $PNG.V. I do not see a stronger R/R in this market"  
[X Link](https://x.com/hennyinvests/status/1981121081063989399)  2025-10-22T22:10Z [---] followers, [---] engagements


"@TradesQuantum How about you invest in a real company and stop gambling Invest in $KRKNF and retire your bloodline"  
[X Link](https://x.com/hennyinvests/status/1981122508113006686)  2025-10-22T22:16Z [---] followers, [---] engagements


"@uphillmarket_ @TradesQuantum $30 which is me being conservative"  
[X Link](https://x.com/hennyinvests/status/1981126151063097503)  2025-10-22T22:30Z [---] followers, [--] engagements


"$KRKNF / $PNG.V. Just your daily reminder that is all"  
[X Link](https://x.com/hennyinvests/status/1981383496720347227)  2025-10-23T15:33Z [---] followers, [---] engagements


"Im [--] by the way. Stay mad. $KRKNF / $PNG.V"  
[X Link](https://x.com/hennyinvests/status/1987632050598260757)  2025-11-09T21:23Z [---] followers, [---] engagements


"Your favourite stocks will drop 30-40% for no reason. Thank you for the cheap shares. $KRKNF / $PNG.V thesis playing out perfectly. Unchanged"  
[X Link](https://x.com/hennyinvests/status/1987892920607813894)  2025-11-10T14:39Z [---] followers, [----] engagements


"Kraken $KRKNF can -30% today I will not care. Conviction remains. Thesis intact. To $30"  
[X Link](https://x.com/hennyinvests/status/1988953368522551804)  2025-11-13T12:53Z [---] followers, [----] engagements


"Kraken Robotics wins. Their subsea batteries & intelligence systems power the very UUVs Anduril relies on. Bigger autonomous fleets = more autonomous subs = more Kraken hardware. Bullish $KRKNF Anduril is building autonomous warships with HD Hyundai Heavy Industries. China's capacity for shipbuilding is [---] times that of the US. Manned fleets alone will never keep up. Thats why were building warships. To make sure America is fighting at machine speed again. America Anduril is building autonomous warships with HD Hyundai Heavy Industries. China's capacity for shipbuilding is [---] times that of"  
[X Link](https://x.com/hennyinvests/status/1989723159298179118)  2025-11-15T15:52Z [---] followers, [----] engagements


"Kraken Robotics $KRKNF price targets: -Raymond James: $6.25 Outperform -National Bank of Canada: $7.50 Outperform -Desjardin Securities: $6.50 Outperform $KRKNF is at $4 today. This is a 10x bagger"  
[X Link](https://x.com/hennyinvests/status/1993635534485262690)  2025-11-26T10:58Z [---] followers, [----] engagements


"Kraken just posted one of their strongest quarters ever: Revenue up 60% YoY $31.3M Gross margin at 59% 6% higher than expected Adjusted EBITDA up 92% YoY Record subsea battery + SAS shipments $126M cash $330M in assets and full-year guidance reaffirmed"  
[X Link](https://x.com/hennyinvests/status/1993635830951252253)  2025-11-26T10:59Z [---] followers, [---] engagements


"Kraken Robotics $KRKNF / $PNG.V 🦑 Q3 earnings came out. 60% Revenue Growth 59% Gross Margin 25% EBITDA Margin RECORD EARNINGS. 🚀🚀🚀 We are SO early. You have NO idea"  
[X Link](https://x.com/hennyinvests/status/1993637349947757028)  2025-11-26T11:05Z [---] followers, [---] engagements


"What happens when $KRKNF gets listed on the NASDAQ🤔"  
[X Link](https://x.com/hennyinvests/status/1993637644878692854)  2025-11-26T11:07Z [---] followers, [---] engagements


"Btw $KRKNF is powering each Ghost Shark XL-AUVs with $2M$10M CAD of tech per unit. Andurils Sydney facility is ramping up 200+ units/year across Ghost Shark & Dive-LD. Kraken is now embedded in Australias next-gen AUVs you are not bullish enough. BREAKING: Anduril Australia is set to deliver the first Ghost Shark autonomous underwater vehicle (AUV) to the Royal Australian Navy in January [----]. 🔹The extra-large AUV capable of intelligence surveillance reconnaissance and strike missions was developed under a $100 https://t.co/cJcd9RJqpY BREAKING: Anduril Australia is set to deliver the first"  
[X Link](https://x.com/hennyinvests/status/1993781399594451440)  2025-11-26T20:38Z [---] followers, [----] engagements


"Desjardins just raised Krakens $PNG.V target 30% to a VERY conservative C$6.50 calling it significantly undervalued vs their defense peers. Andurils Ghost Shark factory is up and running first Navy delivery in January. $KRKNF is set for multi-year growth"  
[X Link](https://x.com/hennyinvests/status/1993844976367849918)  2025-11-27T00:51Z [---] followers, [----] engagements


"ABVX BUYOUT CONFIRMED"  
[X Link](https://x.com/hennyinvests/status/1999149137158148553)  2025-12-11T16:07Z [---] followers, [---] engagements


"@seedy19tron The point isnt WHY they sold (fund harvest makes sense) its timing. Affiliates CANNOT sell if they have MNPI of an imminent agreed buyout. Filing/executing a Form [---] legally rules out a signed or near-term announcement not a deal later. A BO is not imminent"  
[X Link](https://x.com/hennyinvests/status/2009449672767906257)  2026-01-09T02:18Z [---] followers, [---] engagements


"Im not the type to say I told you so but $KRKNF / $PNG.V 🤷♂ I only own [--] stock right now. ALL IN. $700K. $KRKNF $PNG.V. They build AI-powered sonar underwater drones & subsea intelligence systems used by NATO navies and defense contractors. Working directly with @anduriltech. #KRKNF #DefenseTech #Stocks I only own [--] stock right now. ALL IN. $700K. $KRKNF $PNG.V. They build AI-powered sonar underwater drones & subsea intelligence systems used by NATO navies and defense contractors. Working directly with @anduriltech. #KRKNF #DefenseTech #Stocks"  
[X Link](https://x.com/hennyinvests/status/2010853604341756037)  2026-01-12T23:17Z [---] followers, [----] engagements


"@Schoonerguts Absolutely still buying dips Kraken will never die👌"  
[X Link](https://x.com/hennyinvests/status/2010857793440608741)  2026-01-12T23:33Z [---] followers, [--] engagements


"3 months ago we were at $3.10. I screamed Kraken Robotics. Today we sit at $6.07 ATH. I still scream Kraken Robotics. Over 100% in [--] months and were still not done. $KRKNF. @moninvestor Whilst $KRKNF is just getting started lmao https://t.co/SjzxRG3FiO @moninvestor Whilst $KRKNF is just getting started lmao https://t.co/SjzxRG3FiO"  
[X Link](https://x.com/hennyinvests/status/2010858460166889646)  2026-01-12T23:36Z [---] followers, [---] engagements


"Be patient never FOMO in. The market rewards those that are patient. There will always be opportunity"  
[X Link](https://x.com/hennyinvests/status/2011051262528147793)  2026-01-13T12:22Z [---] followers, [--] engagements


"Kraken Robotics drops a $35M SeaPower battery deal across multiple customers. Demand is there capacity is ramping and the subsea market keeps heating up. Bullish. $PNG $KRKNF Kraken Robotics is pleased to announce $35 million in SeaPower battery sales. Read the release: https://t.co/8q6ozgB7BC https://t.co/4RdMPOaJaH Kraken Robotics is pleased to announce $35 million in SeaPower battery sales. Read the release: https://t.co/8q6ozgB7BC https://t.co/4RdMPOaJaH"  
[X Link](https://x.com/hennyinvests/status/2011092927632834678)  2026-01-13T15:08Z [---] followers, [---] engagements


"👀 $ASTS Ask yourself: What would Jeff and Abel Cook And: -Congratulations on what And: -What killed SpaceX MILNET And: Why are AST feeder links = TW user links Search terms: -Dual use -Regenerative optionality -SkyNetAsService 🌕 🐈 $ASTS https://t.co/kQt60e4gBS Ask yourself: What would Jeff and Abel Cook And: -Congratulations on what And: -What killed SpaceX MILNET And: Why are AST feeder links = TW user links Search terms: -Dual use -Regenerative optionality -SkyNetAsService 🌕 🐈 $ASTS https://t.co/kQt60e4gBS"  
[X Link](https://x.com/hennyinvests/status/2014303424305590716)  2026-01-22T11:45Z [---] followers, [---] engagements


"$ASTS announces BlueBird-7 scheduled for launch late Feb 🚀"  
[X Link](https://x.com/hennyinvests/status/2014308968420569382)  2026-01-22T12:07Z [---] followers, [--] engagements


"$KRKNF and $ASTS is all you need this year to make generational wealth. Dont overcomplicate your portfolio find amazing companies and GO FOR IT"  
[X Link](https://x.com/hennyinvests/status/2014309601575833852)  2026-01-22T12:10Z [---] followers, [---] engagements


"$ASTS. AST SpaceMobile Announces Timing of BlueBird [--] Orbital Launch Advancing Direct-to-Device Cellular Broadband Connectivity https://t.co/ldAINPR62V https://t.co/cnaGwLO4eh AST SpaceMobile Announces Timing of BlueBird [--] Orbital Launch Advancing Direct-to-Device Cellular Broadband Connectivity https://t.co/ldAINPR62V https://t.co/cnaGwLO4eh"  
[X Link](https://x.com/hennyinvests/status/2014310302175604753)  2026-01-22T12:12Z [---] followers, [---] engagements


"@michaelsikand @KawzInvests Why is this giving Kraken but for drones vibes🤣🤣"  
[X Link](https://x.com/hennyinvests/status/2016268604342157790)  2026-01-27T21:54Z [---] followers, [---] engagements

### Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Category Creators

https://lunarcrush.com/api4/public/category/:category/creators/v1

Get the top creators for a social category

input parameters:

+ **category**: _Provide the category to get details for. A category must be all lower case and can only include letters, numbers, and spaces._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "youtube::undefined",
      "creator_name": "airshowfansh",
      "creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
      "creator_followers": 79600000,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```



Example response:

```json
{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned




---

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing