# ![@Uzocapital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2345164333.png) @Uzocapital Uzo

Uzo posts on X about $asts, $plby, $lode, $aspi the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::2345164333/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2345164333/c:line/m:interactions.svg)

- [--] Week [-----] -82%
- [--] Month [-------] -10%
- [--] Months [-------] +11%
- [--] Year [---------] -26%

### Mentions: [--] [#](/creator/twitter::2345164333/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2345164333/c:line/m:posts_active.svg)

- [--] Week [--] -27%
- [--] Month [--] +29%
- [--] Months [---] +8.10%
- [--] Year [---] +1.10%

### Followers: [-----] [#](/creator/twitter::2345164333/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2345164333/c:line/m:followers.svg)

- [--] Week [-----] +0.14%
- [--] Month [-----] +3.30%
- [--] Months [-----] +21%
- [--] Year [-----] +53%

### CreatorRank: [---------] [#](/creator/twitter::2345164333/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2345164333/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  33.33% [finance](/list/finance)  33.33% [countries](/list/countries)  8.15% [cryptocurrencies](/list/cryptocurrencies)  5.19% [technology brands](/list/technology-brands)  2.22% [social networks](/list/social-networks)  1.48% [travel destinations](/list/travel-destinations)  1.48% [exchanges](/list/exchanges)  0.74% [currencies](/list/currencies)  0.74% [musicians](/list/musicians)  0.74%

**Social topic influence**
[$asts](/topic/$asts) #277, [$plby](/topic/$plby) #6, [$lode](/topic/$lode) #26, [$aspi](/topic/$aspi) 12.59%, [$rely](/topic/$rely) 10.37%, [growth](/topic/growth) 8.89%, [$nursv](/topic/$nursv) 8.15%, [$xpof](/topic/$xpof) 7.41%, [$vod](/topic/$vod) #4, [business](/topic/business) 7.41%

**Top accounts mentioned or mentioned by**
[@nestbetter](/creator/undefined) [@shadysci](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@spacanpanman](/creator/undefined) [@dominicfrisby](/creator/undefined) [@nukular11](/creator/undefined) [@kevinlmak](/creator/undefined) [@banyanlanecap](/creator/undefined) [@lazereater](/creator/undefined) [@fundasyinvestor](/creator/undefined) [@curiousinhell](/creator/undefined) [@dastanylfc](/creator/undefined) [@mike10947310](/creator/undefined) [@deepvaluedude](/creator/undefined) [@maaizkhan](/creator/undefined) [@rebel94289165](/creator/undefined) [@divergent7651](/creator/undefined) [@forbesjacq98528](/creator/undefined) [@petermantas](/creator/undefined) [@claudeai](/creator/undefined)

**Top assets mentioned**
[AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [ASP Isotopes Inc. (ASPI)](/topic/$aspi) [Remitly Global, Inc. (RELY)](/topic/$rely) [Xponential Fitness, Inc. (XPOF)](/topic/$xpof) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Philip Morris International Inc. (PM)](/topic/$pm) [SKYX Platforms Corp. (SKYX)](/topic/$skyx) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Franco-Nevada Corporation (FNV)](/topic/$fnv) [Waste Management, Inc. (WM)](/topic/$wm) [Waste Connections, Inc. (WCN)](/topic/$wcn) [Verizon Communications Inc. (VZ)](/topic/$vz) [2131KOBUSHIDE (21)](/topic/$21) [Hamilton Insurance Group, Ltd. (HG)](/topic/$hg)
### Top Social Posts
Top posts by engagements in the last [--] hours

"20 Themes for 2026: 1) FCF GARP (High FCF growth low FCF multiple): $IWG.L $XPOF $DBO.TO $PLBY $TBLA $RELY 2) Growth acceleration: $PLBY $IWG.L $TBLA $NURS.V $EVC $TPB 3) Royalties: $IWG.L $XPOF $DBO.TO $PLBY 4) Profitability Inflection: $ASTS $ASPI $LODE $LIB.V 1/4"  
[X Link](https://x.com/anyuser/status/2005620872879735204)  2025-12-29T12:44Z [----] followers, 20.9K engagements


"$VOD $VOD.L now 110p (+10% YTD). todays news: Consolidation underway in UK broadband market. Consolidation and Ran-co / full network sharing cost saving are powerful optionality to the $VOD thesis. Trading update Thursday. Potential upsized buyback given $ZEG.L proceeds. $VOD $VOD.L continues to grind higher (105p +5% MTD) +50% from $ASTS Sat-co news (03/03/25) and has been quietly making YTD highs almost every month. $VOD has always been "value" but for the first time in over a decade it is exhibiting price & earnings "momentum". $VOD $VOD.L continues to grind higher (105p +5% MTD) +50% from"  
[X Link](https://x.com/Uzocapital/status/2018610302409912376)  2026-02-03T08:59Z [----] followers, [----] engagements


"New post out on why I've been buying calls in $VOD / $VOD.L .effectively its a leveraged bet on their sat-co JV with $ASTS . TLDR sat-co could drastic change the narrative at VOD - earnings momentum/growth/multiple/implied vol could all move higher"  
[X Link](https://x.com/Uzocapital/status/2003487693146325382)  2025-12-23T15:27Z [----] followers, 39.4K engagements


"@broheim777 on my watchlist but suspect (a bit like $LODE up to this point) - you are going to be facing a wall of dilution as they keep pushing funding down to the operating entities.so the upside from the owned assets will be (partially) offset by share count ramping"  
[X Link](https://x.com/Uzocapital/status/2019860214418190364)  2026-02-06T19:46Z [----] followers, [---] engagements


"$PLBY +40% post china monetisation. Exceptional execution and transformation over last [--] months. Management are hated but deserve a lot of credit. Stock still dirt cheap with lots of royalty growth ahead and earnings optionality $PLBY. Beat (2nd in a row) with very bullish outlook commentary. fan voting royalties upside (TV film Miami club Byborg. Even HB is on fire (22% comp + 700bp GM). Management are delivering & you can hear their excitement vs most investors that don't care. Love the set up $PLBY. Beat (2nd in a row) with very bullish outlook commentary. fan voting royalties upside (TV"  
[X Link](https://x.com/Uzocapital/status/2020920815001506002)  2026-02-09T18:00Z [----] followers, [----] engagements


"@YonatanMandelba @jeremyscahill even if thats true that doesnt justify been locked up indefinitely without due process / being charged.legal rights should be the bedrock of any democracy"  
[X Link](https://x.com/anyuser/status/1727989623912071418)  2023-11-24T09:56Z [----] followers, [----] engagements


"$NURS.V - context: at August order run rate & margin = over 100m revenue over 100% growth PE: 4x. Ramping to December run rate = 1x PE. There are risks (compliance / GLP1 / dilution) but think very assymetric trade with multi bagger potential. Reminds me of $ZOMD a year ago. $NURS.V $HYDTF confirmed they are receiving [-----] - [-----] orders in July. They are now getting [----] orders a day They are expecting to see 4000-5000 orders a day in August They expect to see margins going to 20% range in August as well. Absolutely mindblowing $NURS.V $HYDTF confirmed they are receiving [-----] - 70000"  
[X Link](https://x.com/Uzocapital/status/1948811738419462576)  2025-07-25T18:25Z [----] followers, 14.9K engagements


"$XPOF - guidance reiterated (no downgrades for first time in many quarters). [----] will look a lot cleaner with material FCF inflection if refinancing materialised as expected. $TBLA - beat raise accelerating growth aggressive buybacks. Thesis on track"  
[X Link](https://x.com/Uzocapital/status/1986742719243231457)  2025-11-07T10:29Z [----] followers, [----] engagements


"@OtterMarket $XPOF + $RELY"  
[X Link](https://x.com/Uzocapital/status/1996112321547284742)  2025-12-03T07:00Z [----] followers, [---] engagements


"I love royalty businesses with a long growth runway on low multiples (ala $IWG.L $PLBY $XPOF). Excellent write up from Jon at Sohra Peak on $DBO.TO fits that the same criteria. Disclosure I'm long. Sohra Peak is long D-BOX Technologies $DBO.TO D-BOX is a niche haptics company with high-margin recurring royalties and inflecting profits unfamiliar to most due to mismanagement for 20+ years Current Year P/E 11x EPS +15-20% ROIC 47% New memo available in tweet below (1/2) https://t.co/TPmUwCN5IX Sohra Peak is long D-BOX Technologies $DBO.TO D-BOX is a niche haptics company with high-margin"  
[X Link](https://x.com/Uzocapital/status/1996964337756295525)  2025-12-05T15:26Z [----] followers, [----] engagements


"$XPOF - refinancing is secured. Interest savings not as material as i had hoped but positive is that the convertible prefs is gone (13% of FD SO). This positions the company to be a share cannibal.very accretive given today's multiple. $XPOF - guidance reiterated (no downgrades for first time in many quarters). [----] will look a lot cleaner with material FCF inflection if refinancing materialised as expected. $TBLA - beat raise accelerating growth aggressive buybacks. Thesis on track $XPOF - guidance reiterated (no downgrades for first time in many quarters). [----] will look a lot cleaner with"  
[X Link](https://x.com/Uzocapital/status/1998402547720044840)  2025-12-09T14:41Z [----] followers, [----] engagements


"$RELY Guidance looks solid 4x EV/EBITDA in 2028.growth stock on a value multiple 🚨 $RELY RELEASES MEDIUM-TERM OUTLOOK 🚨 [----] Guidance - Revenue: growth in the high teens range - Adjusted EBITDA: $300m to $320m (vs. $295m est.) [----] Financial Targets - Revenue: $2.6b to $3.0b (vs. $2.53b est.) - Adjusted EBITDA: $575m to $600m (20% to 22% Margin) https://t.co/RxMRYeG1Za 🚨 $RELY RELEASES MEDIUM-TERM OUTLOOK 🚨 [----] Guidance - Revenue: growth in the high teens range - Adjusted EBITDA: $300m to $320m (vs. $295m est.) [----] Financial Targets - Revenue: $2.6b to $3.0b (vs. $2.53b est.) - Adjusted"  
[X Link](https://x.com/Uzocapital/status/1998412260151013586)  2025-12-09T15:19Z [----] followers, [----] engagements


"@chitchatstocks $RELY $WISE.but you know that already"  
[X Link](https://x.com/Uzocapital/status/1998815193221181748)  2025-12-10T18:00Z [----] followers, [---] engagements


"I typically find multi-bagger opportunities in microcaps but I think $RELY is an exception within midcap land. I've written it up on s*stack (see bio for link) covering why i think it is a credible 3-4 bagger over [--] years"  
[X Link](https://x.com/Uzocapital/status/1999135159174471921)  2025-12-11T15:12Z [----] followers, [----] engagements


"TLDR: $RELY founder led capital light leader in my niche Guided for [--] year CAGR: 20% rev / 35% EBITDA Valuation: 9x EBITDA [----] / 4.5x [----] 4-5x owners earnings (normalising marketing) Upside from buybacks (now authorised) earnings growth + re-rate to 20x = [--] bagger in [--] years"  
[X Link](https://x.com/Uzocapital/status/1999141645762117705)  2025-12-11T15:38Z [----] followers, [----] engagements


"@FundasyInvestor if these metrics get you excited you should look at $RELY . Guidance points to growth accelerating (from mid teens in [----] to over 20% in 2027/2028).valuation similarly depressed and authorised a big share buyback quite recently"  
[X Link](https://x.com/Uzocapital/status/2000589735983542559)  2025-12-15T15:32Z [----] followers, [---] engagements


"@FundasyInvestor i hear you. $RELY + $FOUR stood out most to me (in terms of valuation vs growth + track record etc).for me boiled down to $RELY being easier for me to understand (less complex) but defo see the appeal at $FOUR"  
[X Link](https://x.com/Uzocapital/status/2000593012783808727)  2025-12-15T15:45Z [----] followers, [---] engagements


"Chris is one of the best for unearthing under-discovered microcap gems. He is how I first heard about $ASPI $LODE $SKYX $MOB (at $1-2 i.e. before they multi-bagged). Great pod with @marketplunger1 - highly recommend listening and subscribing to the @1035_Capital s'stack. Thanks @marketplunger1 for inviting me back onto the Podcast. Had fun as always We discuss $LODE $SKYX $MOB and $REFR Check it out below 👇 https://t.co/GuoDNvoc64 Thanks @marketplunger1 for inviting me back onto the Podcast. Had fun as always We discuss $LODE $SKYX $MOB and $REFR Check it out below 👇 https://t.co/GuoDNvoc64"  
[X Link](https://x.com/Uzocapital/status/2002063971495649329)  2025-12-19T17:10Z [----] followers, 21.7K engagements


"10) Ignored AI upside: $TALK $TBLA $EVC $PLBY 11) De-spacs: $ASTS $PLBY $TALK $TBLA 12) Buybacks: $IWG.L $TBLA $RELY $VST.CN $TALK 13) Health-tech B2B: $NURS.V $CLPT +1 14) Arbitration / Litigation: $PAT.L $AMM.V $PRKR 15) Space / Direct to device: $ASTS $VOD 3/4"  
[X Link](https://x.com/Uzocapital/status/2005620876532994188)  2025-12-29T12:44Z [----] followers, [----] engagements


"16) Category leader & serial share gainer: $RELY $IWG.L 17) Regulation change: $RELY $EVC $SKYX 18) Spectrum $EVC $ASTS $VOD 19) Neuro breakthroughs: $CLPT 20) Nicotine Pouches: $TPB 4/4"  
[X Link](https://x.com/Uzocapital/status/2005620878491730099)  2025-12-29T12:44Z [----] followers, [----] engagements


""Implied vol is so low that Vodafones stock only needs to go up 13% (12.5p) over [--] years for the at the money Dec [----] calls to break even by expiry." $VOD $VOD.L just hit 100p (up 4p / 4%).its a third of the way there in just [--] week.and there's [---] weeks remaining New post out on why I've been buying calls in $VOD / $VOD.L .effectively its a leveraged bet on their sat-co JV with $ASTS . TLDR sat-co could drastic change the narrative at VOD - earnings momentum/growth/multiple/implied vol could all move higher. https://t.co/OhZURbFat0 New post out on why I've been buying calls in $VOD / $VOD.L"  
[X Link](https://x.com/Uzocapital/status/2007035914242183374)  2026-01-02T10:27Z [----] followers, [----] engagements


"Real-asset royalties and waste are widely admired as amazing businesses and serial compounders (e.g. $TPL $FNV $WCN $WM) The emerging leaders of "real-asset waste recycling" share attributes of both. $LODE: Silver from solar panels $LIB.V: Lithium from oil & gas wastewater Great write up from @whirlybard on one of my favourite ideas $LIB.V which sits in [--] of my [----] theme buckets: 1) critical mineral tech 2) profitability inflection 3) event driven (US re-listing government grants) If you like $LODE you should look at $LIB.V Great write up from @whirlybard on one of my favourite ideas $LIB.V"  
[X Link](https://x.com/Uzocapital/status/2010685378273980773)  2026-01-12T12:08Z [----] followers, 16.4K engagements


"$VOD $VOD.L continues to grind higher (105p +5% MTD) +50% from $ASTS Sat-co news (03/03/25) and has been quietly making YTD highs almost every month. $VOD has always been "value" but for the first time in over a decade it is exhibiting price & earnings "momentum". "Implied vol is so low that Vodafones stock only needs to go up 13% (12.5p) over [--] years for the at the money Dec [----] calls to break even by expiry." $VOD $VOD.L just hit 100p (up 4p / 4%).its a third of the way there in just [--] week.and there's [---] weeks remaining "Implied vol is so low that Vodafones stock only needs to go up 13%"  
[X Link](https://x.com/Uzocapital/status/2016112244858167733)  2026-01-27T11:33Z [----] followers, [----] engagements


"Every single name I own is down today except. VODAFONE $VOD $VOD.L $VOD $VOD.L continues to grind higher (105p +5% MTD) +50% from $ASTS Sat-co news (03/03/25) and has been quietly making YTD highs almost every month. $VOD has always been "value" but for the first time in over a decade it is exhibiting price & earnings "momentum". $VOD $VOD.L continues to grind higher (105p +5% MTD) +50% from $ASTS Sat-co news (03/03/25) and has been quietly making YTD highs almost every month. $VOD has always been "value" but for the first time in over a decade it is exhibiting price & earnings "momentum""  
[X Link](https://x.com/Uzocapital/status/2016946120912486469)  2026-01-29T18:46Z [----] followers, [----] engagements


"$VZ are guiding to lower capex and committing to punchy capital returns out to 2028+12% today - biggest [--] day up move since [----] if $ASTS / D2D is part of the reason $VOD $VOD.L equity and calls are gonna explode. $VZ - Verizon shares capital allocation strategy Nearly 30% of current Mcap to be returned to shareholders via buybacks and dividends over the next [--] years Telecoms seeing the light Disclosure: I am long $VZ. https://t.co/gB60lfLZZI $VZ - Verizon shares capital allocation strategy Nearly 30% of current Mcap to be returned to shareholders via buybacks and dividends over the next 3"  
[X Link](https://x.com/Uzocapital/status/2017346086797553786)  2026-01-30T21:16Z [----] followers, 28.3K engagements


"@CuriousinHell like the LRN thesis (solid pitch of YAVP + VIC) albeit i do think the bulls are too dismissive of ai disruption risk might not be given enough attention - look at what has happened to $DUOL $CHGG $NRDY"  
[X Link](https://x.com/Uzocapital/status/2018367623990321158)  2026-02-02T16:55Z [----] followers, [---] engagements


"$VOD $VOD.L now 115p (+15% YTD) Given the run need a solid trading update to avoid a pullback but telcos reducing capital intensity / growing FCF / committing to shareholder returns are rippingcommon theme they are $ASTS partners $VZ $VOD $ZEG.L $VOD $VOD.L now 110p (+10% YTD). todays news: Consolidation underway in UK broadband market. Consolidation and Ran-co / full network sharing cost saving are powerful optionality to the $VOD thesis. Trading update Thursday. Potential upsized buyback given $ZEG.L proceeds. https://t.co/Oo56IqWHgu $VOD $VOD.L now 110p (+10% YTD). todays news:"  
[X Link](https://x.com/Uzocapital/status/2018993476675739732)  2026-02-04T10:22Z [----] followers, [----] engagements


"Rightmove $RMV.L & Autotrader $AUTO.L trading on 13x GAAP PE 2027.growing UK monopolies with pricing power 50% free cashflow margins. Struggle to see why a dominant [--] sided network + destination website gets disrupted by ai vs layering ai tools themselves What am i missng"  
[X Link](https://x.com/Uzocapital/status/2019039864260534279)  2026-02-04T13:26Z [----] followers, 13.6K engagements


"@Nukular11 not remotely comparable. One is a monopoly with pricing power the other is a shitty business"  
[X Link](https://x.com/Uzocapital/status/2019163055163052538)  2026-02-04T21:36Z [----] followers, [---] engagements


"@DastanyLFC why the perference for scout24"  
[X Link](https://x.com/Uzocapital/status/2019169853576184046)  2026-02-04T22:03Z [----] followers, [---] engagements


"I hope $TPB can remain independent to fulfil the nicotine pouch potential with ALP / FREimagine what Swedish Matchs market cap would be today if it had remained independent or was spun out of $PM Shares of Philip Morris International are now up 125% since they acquired Zyn's parent company Swedish Match. $PM https://t.co/GZ61FqILVh Shares of Philip Morris International are now up 125% since they acquired Zyn's parent company Swedish Match. $PM https://t.co/GZ61FqILVh"  
[X Link](https://x.com/anyuser/status/2020357610034065679)  2026-02-08T04:42Z [----] followers, [----] engagements


"$PLBY: progress re-cap mid [----] vs YE 2026E pro-forma for $45m China deal: minimum guarantee: up 100%.$22m to $45m net debt: down 75%.$190m to $50m EBITDA: -$6m to +$30m FCF: -20m to +$15m S/O: +45%.74m to 107m Share Price: +160%.$0.8 to $2.1 EV: +17%. $240m to $280m $PLBY +40% post china monetisation. Exceptional execution and transformation over last [--] months. Management are hated but deserve a lot of credit. Stock still dirt cheap with lots of royalty growth ahead and earnings optionality $PLBY +40% post china monetisation. Exceptional execution and transformation over last [--] months."  
[X Link](https://x.com/anyuser/status/2021223437629317236)  2026-02-10T14:03Z [----] followers, [----] engagements


"@Mike10947310 im referring to peptides outside of GLP1"  
[X Link](https://x.com/Uzocapital/status/2021259644333592753)  2026-02-10T16:27Z [----] followers, [---] engagements


"@spacanpanman buying stock would be a good start"  
[X Link](https://x.com/Uzocapital/status/2021314733396103439)  2026-02-10T20:06Z [----] followers, [---] engagements


"@SunvMikey paul & robbie have only sold shares to cover tax liabilities in $ASPI (per details in filing) but i think the $SKBL stuff is very bad corporate governance"  
[X Link](https://x.com/Uzocapital/status/2021884898563481848)  2026-02-12T09:51Z [----] followers, [---] engagements


"@fiscal_ai can onoy think of 2: Texas Pacific Land Baltic Classified Group"  
[X Link](https://x.com/Uzocapital/status/2013931173336977459)  2026-01-21T11:06Z [----] followers, [----] engagements


"@NestBetter good for himdoesnt mean it performance is sustainable"  
[X Link](https://x.com/Uzocapital/status/2022425730022584450)  2026-02-13T21:40Z [----] followers, [---] engagements


"My $PLBY idea on @MicroCapClub ranked 2nd (+95%) for new ideas posted this year. Interestingly only had [--] response to it on Microcap club and [--] on substack since posting the thesis [--] months ago. Nobody cares yet. Still early in the discovery phase. We appreciate our members for continuing to turn over the global microcap rocks Here are the top performing NEW profiles YTD $CURI $PLBY $DBO.TO $THTX.TO $5CF.SI $PPIH $ESPR $CNRD $UNIBAP.ST $RZLT $RMB.V $FOR.V $UHG $CEK.DE $MKTW $LOVE.V $FSI $FTEK $BURCA $MHA.L $GRID.TO $PRPO https://t.co/mO7Xb1AswP We appreciate our members for continuing to turn"  
[X Link](https://x.com/Uzocapital/status/1949457891691503752)  2025-07-27T13:12Z [----] followers, 20.9K engagements


"$EVO.ST is staging a quiet recovery. Why I (still) like the [----] LEAPS: a) Insiders are buying in size b) Implied volatility is depressed c) valuation is depressed d) sales & earnings growth acceleration in [----] + improving earnings momentum = re-rate catalyst i have been cautious for on $EVO $EVO.ST as I believe the UK issues (partners breaking rules) are widespread in Asiabut with these concerns now in the headlines trading on 10x [----] GAAP EPS a commitment to buybacks and implied vol at [--] ive nibbled at LEAPs i have been cautious for on $EVO $EVO.ST as I believe the UK issues (partners"  
[X Link](https://x.com/Uzocapital/status/1950131962670121277)  2025-07-29T09:51Z [----] followers, [----] engagements


"About once a year i find a pre-revenue company that i commit to making a core position riding out volatility and remaining patient to allow the multi-year thesis to run its course. (eg $LODE $ASPI $ASTS) Hydrograph $HG.C is my [----] pick. DYODD. Another bold claim Hydrograph will become the most viral stock story in the history of stocks. Why 👇 What is viral Well its when a story gets the most eye balls on it How does it happen. My C4 model describes how our attention shifts based on energy. Well Another bold claim Hydrograph will become the most viral stock story in the history of stocks."  
[X Link](https://x.com/Uzocapital/status/1950207184773517349)  2025-07-29T14:50Z [----] followers, 29.3K engagements


"Investors are systematically slow to identify promising material science tech companies approaching commercialisation. $LODE $ASPI $HG $HG.C. If you want to get up the learning curve on Hydrograph Id recommend the @BambroughKevin & @JayTaylorMedia youtube videos. About once a year i find a pre-revenue company that i commit to making a core position riding out volatility and remaining patient to allow the multi-year thesis to run its course. (eg $LODE $ASPI $ASTS) Hydrograph $HG.C is my [----] pick. DYODD. About once a year i find a pre-revenue company that i commit to making a core position"  
[X Link](https://x.com/Uzocapital/status/1951416327467573436)  2025-08-01T22:54Z [----] followers, [----] engagements


"@KairosPraxis @BerkelKip @NicoperJES @no_cap_cap sofwave"  
[X Link](https://x.com/Uzocapital/status/1952269358899880385)  2025-08-04T07:24Z [----] followers, [---] engagements


"Portfolio themes: 1) pre-revenue material science tech (with excellent unit economics) 2) Cheap growing royalties 3) Cheap hypergrowth 4) Convexity: warrants litigation LEAPS stubs"  
[X Link](https://x.com/Uzocapital/status/1952364185687675140)  2025-08-04T13:41Z [----] followers, [----] engagements


"$TBLA - beat + raise. Net revs: +15% EBITDA +21% FCF conversion: 75% huge buybacks.very happy. $TALK - numbers in line commentary re further growth acceleration a positive but thought growth would be surprising positively by now and no buybacks.frustrating"  
[X Link](https://x.com/anyuser/status/1953041264028352846)  2025-08-06T10:31Z [----] followers, [----] engagements


"And like clockwork the first punch lands - $LODE announces a super dilutive raise. I was expecting a raise of $10-15m not $30m The Americans are catching up $ASPI $ASTS 👀 Note to self: When it feels this "easy" particularly in unprofitable stocks a material pullback usually isnt far away. The Americans are catching up $ASPI $ASTS 👀 Note to self: When it feels this "easy" particularly in unprofitable stocks a material pullback usually isnt far away"  
[X Link](https://x.com/Uzocapital/status/1955522610684666330)  2025-08-13T06:51Z [----] followers, [----] engagements


"$ASPI - QLE UK site nuclear secured. ASPI is currently seen as a south africa company suspect in the future it will be seen as a more global business as production plans in UK Iceland & US come into view. https://www-bbc-com.cdn.ampproject.org/c/s/www.bbc.com/news/articles/c5y28722508o.amp CEO Paul Mann mentioned partnership discussions are happening for the UK & US. $ASPI market cap today c.$1bn vs $LEU: $4bn $OKLO: $10bn what would the market value $ASPI & QLE post spin with a US partner on board thats unlock domestic US enrichment"  
[X Link](https://x.com/Uzocapital/status/1955603354136297497)  2025-08-13T12:12Z [----] followers, 18.5K engagements


"$PLBY. Results were a beat but more importantly confirmed new licensing deals that will underpin licensing revenue growth with much more in the pipeline. Thesis firmly on track. Discovery process is underway - initiated with buy at Lucid Capital $PLBY recently renamed: PLAYBOY INC. Stock almost doubled since my write up but still see multi-bagger returns ahead if things pan out as I expect. Discovery process is underway - initiated with buy at Lucid Capital $PLBY recently renamed: PLAYBOY INC. Stock almost doubled since my write up but still see multi-bagger returns ahead if things pan out as"  
[X Link](https://x.com/Uzocapital/status/1955632133458051095)  2025-08-13T14:06Z [----] followers, 15.2K engagements


"$HG $HG.CN Hydrograph +40% on a contract win. First time Ive made 400% within [--] weeks HydroGraph Partners with Hawkeye Bio to Power Novel Graphene Biosensor Solution for LEAP Lung Cancer Test. About once a year i find a pre-revenue company that i commit to making a core position riding out volatility and remaining patient to allow the multi-year thesis to run its course. (eg $LODE $ASPI $ASTS) Hydrograph $HG.C is my [----] pick. DYODD. About once a year i find a pre-revenue company that i commit to making a core position riding out volatility and remaining patient to allow the multi-year thesis"  
[X Link](https://x.com/Uzocapital/status/1956040092205662373)  2025-08-14T17:07Z [----] followers, [----] engagements


"$ASPI. This is big news - US production is coming via JV with Fermi America. https://ir.aspisotopes.com/news-events/press-releases/detail/75/asp-isotopes-inc-and-its-subsidiary-quantum-leap-energy $ASPI - QLE UK site nuclear secured. ASPI is currently seen as a south africa company suspect in the future it will be seen as a more global business as production plans in UK Iceland & US come into view. https://t.co/ndEcznFzTy https://ir.aspisotopes.com/news-events/press-releases/detail/75/asp-isotopes-inc-and-its-subsidiary-quantum-leap-energy $ASPI - QLE UK site nuclear secured. ASPI is"  
[X Link](https://x.com/Uzocapital/status/1956342777324638604)  2025-08-15T13:10Z [----] followers, [----] engagements


"$PLBY - convertible prefs are gone. Net debt down to $128m. Remarkable how different the business looks today vs a year ago. $PLBY. Results were a beat but more importantly confirmed new licensing deals that will underpin licensing revenue growth with much more in the pipeline. Thesis firmly on track. $PLBY. Results were a beat but more importantly confirmed new licensing deals that will underpin licensing revenue growth with much more in the pipeline. Thesis firmly on track"  
[X Link](https://x.com/Uzocapital/status/1959969033509302609)  2025-08-25T13:20Z [----] followers, 11.5K engagements


"Another trip into the Nevada desert but this year it wasnt for Burning Manwas a visit to $LODE metalswith a pitstop via NYC to see the US Open and a couple of visits to Metlife stadium to see Oasis & System of a Down"  
[X Link](https://x.com/Uzocapital/status/1962871010375401813)  2025-09-02T13:31Z [----] followers, [----] engagements


"Each of my positions fit into at least one of these themes: Hypergrowth at a reasonable price Listed VC (disruptive & unprofitable) B2B platforms Dominant leader in its niche Royalties Litigation Warrants & LEAPS Change in Regulation Change in Business Model"  
[X Link](https://x.com/Uzocapital/status/1965135026561187927)  2025-09-08T19:27Z [----] followers, 11K engagements


"$STRA ($BLDE) acquire Keystone Perfusion c9x [----] ebitda growing 50% with 80% cash conversion. Investor day colour re synergies / [----] guide key but deal looks excellent should make this a scaled quality business vs its prior perception as a despac microcap shitco"  
[X Link](https://x.com/Uzocapital/status/1967947316247339407)  2025-09-16T13:42Z [----] followers, [----] engagements


"@Kreuzmann13 no - believe sweden netherlands and germany are the outliers"  
[X Link](https://x.com/Uzocapital/status/1968411197721477547)  2025-09-17T20:26Z [----] followers, [---] engagements


"I've only ever bought [--] stocks on the CSE (Canadian Securities Exchange) and they are my biggest winners this year ( $VST.CN & $HG.CN ). Any others CSE stocks that are compelling but are largely ignored"  
[X Link](https://x.com/Uzocapital/status/1968760708474060802)  2025-09-18T19:35Z [----] followers, [----] engagements


"$ASTS have confirmed that their direct to device solutions works inside airplanes. Why isnt this a $GOGO moat killer"  
[X Link](https://x.com/anyuser/status/1974040215233642897)  2025-10-03T09:13Z [----] followers, [----] engagements


"$NESN.SW $NESN - got back into Nestle LEAPS (Dec 2027). valuation is trough lowest implied vol name globally new management arrived record share price drawdownnot sure when the operational turnaround bears fruit but plenty of recovery / re-rating potential"  
[X Link](https://x.com/Uzocapital/status/1976249627545567380)  2025-10-09T11:33Z [----] followers, 11.9K engagements


"$ASPI. @Jaro_rogue : +500% since his pitch Fuzzy: -80% since his pitch Disclosure - Short $ASPI + looking for borrow on Jacob Rowe Disclosure - Short $ASPI + looking for borrow on Jacob Rowe"  
[X Link](https://x.com/Uzocapital/status/1977832906832986205)  2025-10-13T20:24Z [----] followers, 10.4K engagements


"Old enough to remember when fuzzy actually did good work. He has really embarrassed himself on $ASPI yet continues in his attempt to spread FUD Old enough to remember when @zerohedge actually did good work Now pumping a nuclear stock $ASPI who's: -CEO quit [--] week ago -Has a Virtual HQ [---] year old tech -And that has never enriched Uranium Is Zerohedge is trying to pile retail into Zero's Old enough to remember when @zerohedge actually did good work Now pumping a nuclear stock $ASPI who's: -CEO quit [--] week ago -Has a Virtual HQ [---] year old tech -And that has never enriched Uranium Is"  
[X Link](https://x.com/Uzocapital/status/1977847207916102118)  2025-10-13T21:21Z [----] followers, [----] engagements


"Im betting that $ASTS will be the exception within this cohort. Has there ever been a non-biotech +$20B public company with near zero revenues that had a great long term return Name it with the return. Has there ever been a non-biotech +$20B public company with near zero revenues that had a great long term return Name it with the return"  
[X Link](https://x.com/Uzocapital/status/1978041366023197180)  2025-10-14T10:13Z [----] followers, [----] engagements


"My portfolios strongest and weakest performers among my top [--] positions. multi-baggers: $HG.CN / $HGRAF x6 $ASTS x4 $ASPI x4 $VST.CN / $NURS.V x3 positive contributors: $LODE +80% $PLBY +50% $IWG.L +30% stinkers: $XPOF -40% $INT.ST -40%"  
[X Link](https://x.com/Uzocapital/status/1978563804783903100)  2025-10-15T20:49Z [----] followers, 25K engagements


"$NESN.SW $NESN. Biggest one day move in over [--] years (+9%). Organic growth accelerates new ceo boosts costs savings target maintains FY guidance. share price recovery best played via LEAPS. lowest implied vol name globally despite deepest share price draw down in [--] years $NESN.SW $NESN - got back into Nestle LEAPS (Dec 2027). valuation is trough lowest implied vol name globally new management arrived record share price drawdownnot sure when the operational turnaround bears fruit but plenty of recovery / re-rating potential. https://t.co/2YRPXJqWMQ $NESN.SW $NESN - got back into Nestle LEAPS"  
[X Link](https://x.com/Uzocapital/status/1978762897237971179)  2025-10-16T10:00Z [----] followers, [----] engagements


"Of my top [--] positions: [--] - sourced from friends/fintwit [--] - micro/small caps (sub $1bn) [--] - unprofitable & cash burning [--] - been hit with short reports [--] - owned over [--] months [--] - never spoken with management [--] - planning a US relisting [--] - I own 1% of the company My portfolios strongest and weakest performers among my top [--] positions. multi-baggers: $HG.CN / $HGRAF x6 $ASTS x4 $ASPI x4 $VST.CN / $NURS.V x3 positive contributors: $LODE +80% $PLBY +50% $IWG.L +30% stinkers: $XPOF -40% $INT.ST -40% My portfolios strongest and weakest performers among my top [--] positions. multi-baggers:"  
[X Link](https://x.com/Uzocapital/status/1978788528440922259)  2025-10-16T11:42Z [----] followers, 11.1K engagements


"$HGRAF $HG.CN . glad they were patient & raised capital at a healthy valuation. Dilution is minimal and they now have the financial resources need to deliver commercial production. Impressive stock recovery in [--] days. Next catalyst regulatory (EPA) approval then orders in [----]. My portfolios strongest and weakest performers among my top [--] positions. multi-baggers: $HG.CN / $HGRAF x6 $ASTS x4 $ASPI x4 $VST.CN / $NURS.V x3 positive contributors: $LODE +80% $PLBY +50% $IWG.L +30% stinkers: $XPOF -40% $INT.ST -40% My portfolios strongest and weakest performers among my top [--] positions."  
[X Link](https://x.com/Uzocapital/status/1981827222899241214)  2025-10-24T20:56Z [----] followers, [----] engagements


"France: "33% tax on share buybacks" Cutting benefits is too "difficult" so politicans just hike taxes. We need more Mileis in the developed world before its too late. https://www.bloomberg.com/news/articles/2025-10-30/french-lawmakers-push-tax-hikes-sowing-doubts-over-budgetembedded-checkout=true https://www.bloomberg.com/news/articles/2025-10-30/french-lawmakers-push-tax-hikes-sowing-doubts-over-budgetembedded-checkout=true"  
[X Link](https://x.com/Uzocapital/status/1984359421171155325)  2025-10-31T20:38Z [----] followers, [----] engagements


"For [--] of my top [--] holdings today (including [--] recent undisclosed names) I've owned / bought stock while they were microcaps. Microcaps are imo the most fertile hunting ground for multi-baggers if you are prepared to get your hands dirty and embrace illiquidity & volatility"  
[X Link](https://x.com/Uzocapital/status/1985317585118761291)  2025-11-03T12:06Z [----] followers, 11.2K engagements


"$VST.CN is back to almost a 50% discount to the value of its $NURS.V stake & 10% profit share in VSDH1"  
[X Link](https://x.com/Uzocapital/status/1986877206229098927)  2025-11-07T19:23Z [----] followers, [----] engagements


"When the US government re-opens count down commences again for: $ASPI - QLE spin $ASTS - global dome $HGRAF - EPA approval"  
[X Link](https://x.com/Uzocapital/status/1987857242922836087)  2025-11-10T12:17Z [----] followers, [----] engagements


"looking for cap light + high growth (c20% organic) DM stocks with long runway and margin expansion that are now GARP post a sharp de-rating (20x fcf 2026). Ideally category leader taking share. Any suggestions looking for more names like $DUOL $RELY to dig into. Thanks"  
[X Link](https://x.com/Uzocapital/status/1989274833394573675)  2025-11-14T10:10Z [----] followers, [----] engagements


"In the last [--] months [--] new names have become core positions. 1) $LIB.V 2) $EVC 3) Aussie nanocap (undisclosed) Shout out to @NestBetter @ragingbullcap @FokinArtem for reaching out to flag the names / thesis to me"  
[X Link](https://x.com/Uzocapital/status/1991166847220404431)  2025-11-19T15:29Z [----] followers, [----] engagements


"@rubicon59 $RELY + $DUOL are the [--] recent de-raters that i think now look interesting. what were the other names on your radar"  
[X Link](https://x.com/Uzocapital/status/1993766530614714618)  2025-11-26T19:39Z [----] followers, [---] engagements


"$PEW / $CLBR .now trading at $3.5.less than cash in the bank (negative EV). I dont short but if i did $CLBR would be in my crosshairs. No growth single digit gross margins likely unprofitable when burdened with public company costswithin a week of de-spac nobody will care about Omeed/Trump Jr involvementrerun of $PSQH -80% from de-spac ($2) I dont short but if i did $CLBR would be in my crosshairs. No growth single digit gross margins likely unprofitable when burdened with public company costswithin a week of de-spac nobody will care about Omeed/Trump Jr involvementrerun of $PSQH -80% from"  
[X Link](https://x.com/Uzocapital/status/1994326725488947489)  2025-11-28T08:45Z [----] followers, [----] engagements


"@AlmostMongolian has written up another one of my highest conviction ideas. Today's write up is on $LODE. He's also done informative write ups on $LIB.V $NURS.V / $VST.CN Disclosure $VST.CN $LODE $LIB.V are top [--] positions for me. My longest write-up yet on $LODE (40% free) Comstock Inc: Transformational [----] https://t.co/6QKWtyJE7E My longest write-up yet on $LODE (40% free) Comstock Inc: Transformational [----] https://t.co/6QKWtyJE7E"  
[X Link](https://x.com/Uzocapital/status/2000576460772212881)  2025-12-15T14:39Z [----] followers, [----] engagements


"@ACapitalLP @RealJimChanos argues quite coherently in this episode why AOI is a terrible proxy for fcf to equity shareholders https://open.spotify.com/episode/2vH2RzDr3as7rHR9Rto6gXsi=81AswDYzSAe4lp9DM1jMeg&pi=sBitLXn3Qauc-&t=0 https://open.spotify.com/episode/2vH2RzDr3as7rHR9Rto6gXsi=81AswDYzSAe4lp9DM1jMeg&pi=sBitLXn3Qauc-&t=0"  
[X Link](https://x.com/Uzocapital/status/2003629618851701015)  2025-12-24T00:51Z [----] followers, [---] engagements


"@NestBetter I'd be disappointed if its not over EUR1bn"  
[X Link](https://x.com/Uzocapital/status/2003743052230426820)  2025-12-24T08:22Z [----] followers, [----] engagements


"@NestBetter think the point is that if the market believes VOD earnings will grow and in a few years will generate 10-20% of EBITDA (EUR1-2bn) from Sat-co which is a 90% EBITDA margin business with comps (ASTS + Spacex) trading on 50-100x EBITDA.VOD re-rates potentially a lot"  
[X Link](https://x.com/Uzocapital/status/2003759089093132601)  2025-12-24T09:26Z [----] followers, [---] engagements


"5) Event Driven (Spin offs / US re-listing / Disposals): $ASPI $LODE $NURS.V 6) Turnarounds: $XPOF $PLBY $DBO.TO 7) Hidden hyper-growth asset: $EVC $NURS.V $TPB 8) Ignored Asset Value: $VST.CN $LODE $EVC 9) Critical mineral tech: $LODE $LIB.V $ASPI 2/4"  
[X Link](https://x.com/Uzocapital/status/2005620874796507309)  2025-12-29T12:44Z [----] followers, [----] engagements


"@KevinLMak @spacanpanman @deepvaluedude VOD most of earnings + value are from EUR (ex-UK) with Germany being the biggest contributor they even report in euros.UK is only 10-15% of EV.and GBPEUR is a higher vol currency pair than EURUSD - so its surprising that that the UK options are so much cheaper"  
[X Link](https://x.com/Uzocapital/status/2006130001775640883)  2025-12-30T22:27Z [----] followers, [---] engagements


"The capital intensity of telcos partnered with $ASTS is going to fall = more FCF = re-rating catalyst. $VOD + Three (UK merger-co) committed to spend 11bn in the UK over [--] years to build out a 5G network to cover 99%.I suspect $ASTS will bring that cost substantially. I was gonna keep praising AT&T tonight until I heard from an internal spokesperson at AT&T that they are cutting the capex that supposed to be 70% fiber and 30% wireless which is not great to then 75% fiber and 25% wireless. With this effect AT&T is now cancelling basically most I was gonna keep praising AT&T tonight until I"  
[X Link](https://x.com/Uzocapital/status/2006394430660682225)  2025-12-31T15:58Z [----] followers, [----] engagements


"2026 Theme: "Meme potential": $ASTS - spcemob $TPB - ALP army + Tucker Carlson $PLBY - iconic brand + Sidney Sweeney When fans are getting tattoos take note 🚨A first teaser for #Euphoria season [--] has been shown at an HBO press event: Rue is still using drugs and being kidnapped by drug dealers. Two groups are after her. Cassie and Nate are engaged. Cassie has an OnlyFans Nate finds her dressed as a Playboy Bunny taking photos. https://t.co/fcsWNZESyD 🚨A first teaser for #Euphoria season [--] has been shown at an HBO press event: Rue is still using drugs and being kidnapped by drug dealers. Two"  
[X Link](https://x.com/Uzocapital/status/2010004622581407934)  2026-01-10T15:03Z [----] followers, 10.1K engagements


"@siyul $EVC is the best idea in adtech imo.even though 90% of investors think its a broadcaster"  
[X Link](https://x.com/Uzocapital/status/2011890926738948539)  2026-01-15T19:59Z [----] followers, 11.3K engagements


"@ragingbullcap @MaaizKhan i agree - very clear case time horizon arbitrage.albeit not often i see a small/microcap growth stock shrug off a material earnings downgrade.flipside is if there's a marketing push would expect there would be topline upgrades"  
[X Link](https://x.com/Uzocapital/status/2014404765665448347)  2026-01-22T18:28Z [----] followers, [---] engagements


"@jzrdan you are missing the best provider: Interactive Brokers"  
[X Link](https://x.com/Uzocapital/status/2016162875690147981)  2026-01-27T14:54Z [----] followers, [---] engagements


"Dilution delays & drawdowns are a "feature not a bug" when it comes to investing in unprofitable microcaps. [--] of my top positions $LODE $LIB.V $NURS.V have raised equity recently to accelerate growth.despite timing / sizing / pricing looking sub-optimal I'm supportive. Real-asset royalties and waste are widely admired as amazing businesses and serial compounders (e.g. $TPL $FNV $WCN $WM) The emerging leaders of "real-asset waste recycling" share attributes of both. $LODE: Silver from solar panels $LIB.V: Lithium from oil & gas wastewater Real-asset royalties and waste are widely admired as"  
[X Link](https://x.com/Uzocapital/status/2016824945632801223)  2026-01-29T10:45Z [----] followers, [----] engagements


"Things to consider: 1) Pricing - if you are upset that the discount is too wide - participate in the raise directly or add on the post raise dip. 2) timing/sizing - is a prudence trade off. Raise more & earlier when you can vs risk being unable to raise later when you need it"  
[X Link](https://x.com/Uzocapital/status/2016824947323048329)  2026-01-29T10:45Z [----] followers, [----] engagements


"What I care about is what does the per share earnings power / growth trajectory / risk profile look like post raise. If the unit economics are strong the ROI from deploying the extra capital into growth investments outweighs the cost dilution.medium term EPS goes up"  
[X Link](https://x.com/Uzocapital/status/2016826581218468126)  2026-01-29T10:51Z [----] followers, [----] engagements


"@DominicFrisby progress they have made across metals and bioleum (which has raised capital at $800m valuation) since pivoting from mining is very impressive particularly given limited financial resources"  
[X Link](https://x.com/Uzocapital/status/2016911478058631363)  2026-01-29T16:29Z [----] followers, [---] engagements


"Agree with this take on $LODE. Added to my position today. $LODE well that raise is a bit frustrating. However the amount of hand wringing from retail is misplaced in our opinion. Read what they are saying.they want to accelerate facility [---] and bring refining in house. Just refining the silver in house roughly doubles the $LODE well that raise is a bit frustrating. However the amount of hand wringing from retail is misplaced in our opinion. Read what they are saying.they want to accelerate facility [---] and bring refining in house. Just refining the silver in house roughly doubles the"  
[X Link](https://x.com/Uzocapital/status/2016938171208970370)  2026-01-29T18:15Z [----] followers, [----] engagements


"@BanyanLaneCap relative strength + the chart are amazing. Slow + steady bull run"  
[X Link](https://x.com/Uzocapital/status/2016947038437409048)  2026-01-29T18:50Z [----] followers, [---] engagements


"@AbdrazakAlmas they are in dialogue + super transparent with larger / insto investorsthey are funding the growth and are supportive. They should probably schedule an wider investor q&a though"  
[X Link](https://x.com/Uzocapital/status/2016980036650254375)  2026-01-29T21:01Z [----] followers, [---] engagements


"@charlesland123 yepive been long ASTS from day 1has raised capital consistently is $120 today vs $2 [--] years ago"  
[X Link](https://x.com/Uzocapital/status/2017103220158423152)  2026-01-30T05:10Z [----] followers, [--] engagements


"@Frobessss indeedend of day rally"  
[X Link](https://x.com/Uzocapital/status/2017122641161625680)  2026-01-30T06:28Z [----] followers, [--] engagements


"@DominicFrisby heard similar takes on $ASTS at the lowsive owned it for [--] years was down 70% at one point am sitting on a [--] bagger today. stock prices dont always reflect fundamental progress"  
[X Link](https://x.com/Uzocapital/status/2017126395781021792)  2026-01-30T06:43Z [----] followers, [--] engagements


"@DominicFrisby stock prices dont always reflect fundamental progress particularly in microcaps. If they produce / generate cash stock will work. fyi heard similar takes on $ASTS at the lows after [--] years of share price pain despite solid fundamental progressam now sitting on a [--] bagger"  
[X Link](https://x.com/Uzocapital/status/2017130973599543302)  2026-01-30T07:01Z [----] followers, [---] engagements


"@Fugazi4Real i judge them by their financial and operational progress over the medium term.been pretty impressive so far. If your time horizon are longer you can worry less about short term noise"  
[X Link](https://x.com/Uzocapital/status/2017133746776887566)  2026-01-30T07:12Z [----] followers, [---] engagements


"@DominicFrisby probably worth speaking to management or joining Tuesday's investor call first so you understand the moving parts re rationale + timing + sizing etc.albeit i agree it was handled poorly (corrado's tweets + Titan / their clients frontrunning)"  
[X Link](https://x.com/Uzocapital/status/2017144583314952430)  2026-01-30T07:55Z [----] followers, [---] engagements


"@lazereater @Rebel94289165 @Divergent7651 @ForbesJacq98528 while i agree.gotta factor in TPB only own 50% of ALP"  
[X Link](https://x.com/Uzocapital/status/2017204278507589750)  2026-01-30T11:52Z [----] followers, [---] engagements


"@joinyellowbrick dont like max returns at all.fixed timelines + return at that time intervals. personally would avoid 1m (too noisy)"  
[X Link](https://x.com/Uzocapital/status/2017314755438895350)  2026-01-30T19:11Z [----] followers, [---] engagements


"@peter_mantas and how does theme translate into a valuation supported by cashflow/earnings (even if its few years out)"  
[X Link](https://x.com/Uzocapital/status/2017314830663692603)  2026-01-30T19:11Z [----] followers, [---] engagements


"@joinyellowbrick because you are trying to give a view of alpha not volatility (capturing the a big upmove but ignoring the big down move within a time period)"  
[X Link](https://x.com/Uzocapital/status/2017318149062840803)  2026-01-30T19:25Z [----] followers, [---] engagements


"@CasinoCapital IBs cap gains cals are done assuming you are a US investor (different cap gains) which isnt ideal"  
[X Link](https://x.com/Uzocapital/status/2017663999794405602)  2026-01-31T18:19Z [----] followers, [----] engagements


"@lazereater @Rebel94289165 @Divergent7651 @ForbesJacq98528 i am long + like the combo of hyper-growth (underpinned by retail distribution penetration) + margin expansion (reshoring) per the excellent VIC pitch. concern i have is given ALP is a young brand theres higher uncertainty re durability of brand strength"  
[X Link](https://x.com/Uzocapital/status/2017771582559555789)  2026-02-01T01:26Z [----] followers, [--] engagements


"Been a busy week for live music research in London. 1) Slam @ Jazz Cafe 90s UK Techno score: 8/10 2) MINDPiLOT @ the Dev alt rock score: 8/10 3) Book of Mormon @ Prince of Wales theatre musical from creators of South Park score: 4/10"  
[X Link](https://x.com/Uzocapital/status/2017958441969459572)  2026-02-01T13:49Z [----] followers, [----] engagements


"@spacanpanman value buybacks dividend yield low volsounds like large cap telcos"  
[X Link](https://x.com/Uzocapital/status/2019132858452045939)  2026-02-04T19:36Z [----] followers, [---] engagements


"@peter_mantas ai job cuts = higher productivity = higher corporate profits = stocks up"  
[X Link](https://x.com/Uzocapital/status/2019401152807260407)  2026-02-05T13:22Z [----] followers, [----] engagements


"@CallsPuts1 wonder when brokers arent gonna update their pages so that the right strike exercise price is referenced (spoiler its not 34.5)"  
[X Link](https://x.com/Uzocapital/status/2019467154832163039)  2026-02-05T17:44Z [----] followers, [---] engagements


"20 Themes for 2026: 1) FCF GARP (High FCF growth low FCF multiple): $IWG.L $XPOF $DBO.TO $PLBY $TBLA $RELY 2) Growth acceleration: $PLBY $IWG.L $TBLA $NURS.V $EVC $TPB 3) Royalties: $IWG.L $XPOF $DBO.TO $PLBY 4) Profitability Inflection: $ASTS $ASPI $LODE $LIB.V 1/4"  
[X Link](https://x.com/anyuser/status/2005620872879735204)  2025-12-29T12:44Z [----] followers, 20.9K engagements


"Taxing the Unrealized: A View on the Netherlands Planned 36% Capital Levy The Dutch merchant tradition was built on one principle: tax realized trade not hypothetical valuation. A 36% tax on unrealized capital gains is not a technical tweak it is a structural intervention into capital formation. I) The Mechanism a) Starting position [---] shares Value Jan [--] 2028: [-----] Value Jan [--] 2029: [------] Unrealized gain: [-----] You did not sell. The state treats it as income. b) Exemption [----] (married) Taxable: [-----] Tax at 36%: [-----] payable in May. Liquidity irrelevant. c) Market correction scenario"  
[X Link](https://x.com/anyuser/status/2022212962371444937)  2026-02-13T07:35Z [----] followers, 195.1K engagements


"Something Big Is Happening Think back to February [----]. If you were paying close attention you might have noticed a few people talking about a virus spreading overseas. But most of us weren't paying close attention. The stock http://x.com/i/article/2021095128832622592 http://x.com/i/article/2021095128832622592"  
[X Link](https://x.com/anyuser/status/2021256989876109403)  2026-02-10T16:16Z 314K followers, 83.5M engagements


"Another quarter of strong results for D-BOX Technologies $DBO.TO +61% EBIT YoY +75% EPS YoY (Adj. for DTA tax benefit) +86() new screens in FY26 Q3 alone D-BOX added [---] new screens YTD through FY26 Q3 which we view as the most powerful driver of future profits. Most notably deferred revenues QoQ increased "over $3 million due to advanced deposits received in December for theatrical orders to be delivered and installed over the coming months." YTD theatrical system sales per screen of $100k we think implies a minimum [--] screens to be added in Q4 with zero credit given to new orders over"  
[X Link](https://x.com/anyuser/status/2021570683008897175)  2026-02-11T13:03Z 16.1K followers, [----] engagements


"RT @ragingbullcap: $PLBY more people doing the math today. My numbers welcome pushback if I am getting any of this wrong. Fully dilut"  
[X Link](https://x.com/anyuser/status/2021532790727098632)  2026-02-11T10:32Z [----] followers, [--] engagements


"$PLBY more people doing the math today. My numbers welcome pushback if I am getting any of this wrong. Fully diluted now $275m. Net debt end of Sept was $130m. For simplicity assuming $45m purchase price proceeds received today + $5m FCF pro forma net debt is $78m. So call it $350m EV. What do you get [--]. China licensing business. Worth thinking about the implied mark on the 50% sale. Annualizing last Q China revenues are $12m. UTG is paying $122m (front loaded) over [--] years for half of this.which is eye-popping when you consider the min guarantee is $8.3m + another $3.3m the first three years"  
[X Link](https://x.com/anyuser/status/2021261211564720377)  2026-02-10T16:33Z [----] followers, [----] engagements


"People starting to do the math"  
[X Link](https://x.com/ragingbullcap/status/2020909651533980087)  2026-02-09T17:16Z [----] followers, [----] engagements


"$LRN bullshow do you frame ai / competitive risks over the medium termexample below $DUOL launching K-12 courses $DUOL CEO Luis Von Ahn stated in a new interview that there will be new courses coming though he didnt say when. He didnt commit to any specifics but mentioned hed like to do a K-12 science course. What subject do you think would fit well into a $DUOL style course $DUOL CEO Luis Von Ahn stated in a new interview that there will be new courses coming though he didnt say when. He didnt commit to any specifics but mentioned hed like to do a K-12 science course. What subject do you"  
[X Link](https://x.com/anyuser/status/2021524504736911537)  2026-02-11T09:59Z [----] followers, [----] engagements


"$DUOL CEO Luis Von Ahn stated in a new interview that there will be new courses coming though he didnt say when. He didnt commit to any specifics but mentioned hed like to do a K-12 science course. What subject do you think would fit well into a $DUOL style course https://youtu.be/wMUIFD2KXDcsi=6qJJP8id1IeZJPCn https://youtu.be/wMUIFD2KXDcsi=6qJJP8id1IeZJPCn"  
[X Link](https://x.com/anyuser/status/2021312802301018490)  2026-02-10T19:58Z [----] followers, 16.6K engagements


"$LODE I have said for months that SSOF is a major part of the investment thesis. This is not to say that recycling is unimportant. The ROI on the recycling may in fact be exceptional but it depends on whether the unit economics hold true"  
[X Link](https://x.com/anyuser/status/2021486781959635294)  2026-02-11T07:29Z [---] followers, [----] engagements


"RT @ragingbullcap: $DBO.TO if this update is underwhelming to you I recommend reading it more closely and thinking through what the driver"  
[X Link](https://x.com/anyuser/status/2021512009414570395)  2026-02-11T09:09Z [----] followers, [--] engagements


"$DBO.TO if this update is underwhelming to you I recommend reading it more closely and thinking through what the drivers of this thesis are. [--]. To state the obvious (which the company repeats in every press release) the royalty business is driven by content and therefore quarterly comparisons (both sequential and YoY) are not instructive. What matters for the royalty stream is: 1) forward box office $'s (estimates for [----] are well above last years); 2) how the change in royalties compares to the box office (outperformed again); and 3) systems growth (which drives royalty growth independent"  
[X Link](https://x.com/anyuser/status/2021418152274383327)  2026-02-11T02:56Z [----] followers, 12.1K engagements


"A 20% earnings yield. $10m trailing EBITDA on roughly equivalent tangible invested capital 25% margins no debt with excess cash and just grew the screen count 5% in a single quarter().a record period for installations. (that latter piece is the most important part of the update by far if you understand what the value drivers are here). A refinery multiple on this would be uniquely preposterous. It might sell off because it's a microcap that fintwit piled into with borrowed conviction but its already more than a 60% discount to IMAX's multiple on NTM numbers at today's share price with more"  
[X Link](https://x.com/anyuser/status/2021408101761478986)  2026-02-11T02:17Z [----] followers, 14.1K engagements


"AST SpaceMobile Successfully Completes Unfolding of BlueBird [--] the Largest Commercial Communications Array Antenna Ever Deployed in Low Earth Orbit https://www.businesswire.com/news/home/20260210108166/en/AST-SpaceMobile-Successfully-Completes-Unfolding-of-BlueBird-6-the-Largest-Commercial-Communications-Array-Antenna-Ever-Deployed-in-Low-Earth-Orbit https://www.businesswire.com/news/home/20260210108166/en/AST-SpaceMobile-Successfully-Completes-Unfolding-of-BlueBird-6-the-Largest-Commercial-Communications-Array-Antenna-Ever-Deployed-in-Low-Earth-Orbit"  
[X Link](https://x.com/anyuser/status/2021392723304235031)  2026-02-11T01:15Z 50.8K followers, 614.1K engagements


"Theres a Portuguese Catholic priest who mixes Gregorian chants with industrial techno house music"  
[X Link](https://x.com/anyuser/status/2021182474798186593)  2026-02-10T11:20Z 5.3M followers, 287.9K engagements


"World university rankings [----]. [--]. Oxford [--]. MIT [--]. Princeton (tied) [--]. Cambridge (tied) [--]. Harvard (tied) [--]. Stanford (tied) [--]. Caltech [--]. Imperial College [--]. UC Berkeley [--]. Yale [--]. ETH Zurich [--]. Tsinghua [--]. Peking [--]. University of Pennsylvania [--]. University of Chicago [--]. Johns Hopkins [--]. NUS (Times Higher Education) https://twitter.com/i/web/status/2021222625318666259 https://twitter.com/i/web/status/2021222625318666259"  
[X Link](https://x.com/anyuser/status/2021222625318666259)  2026-02-10T14:00Z 3.1M followers, 1M engagements


"$LODE today at 9:00am Microsoft is going before the Lyon County Commission (SSOF) seeking approval for a 345KV substation- 345KV for [---] acres (right next door to us) seems like they are planning for an AI campus- we are across the street.$MSFT-our buyer"  
[X Link](https://x.com/anyuser/status/2021258527046566019)  2026-02-10T16:22Z [---] followers, [----] engagements


"$PLBY: progress re-cap mid [----] vs YE 2026E pro-forma for $45m China deal: minimum guarantee: up 100%.$22m to $45m net debt: down 75%.$190m to $50m EBITDA: -$6m to +$30m FCF: -20m to +$15m S/O: +45%.74m to 107m Share Price: +160%.$0.8 to $2.1 EV: +17%. $240m to $280m $PLBY +40% post china monetisation. Exceptional execution and transformation over last [--] months. Management are hated but deserve a lot of credit. Stock still dirt cheap with lots of royalty growth ahead and earnings optionality $PLBY +40% post china monetisation. Exceptional execution and transformation over last [--] months."  
[X Link](https://x.com/anyuser/status/2021223437629317236)  2026-02-10T14:03Z [----] followers, [----] engagements


"$PLBY +40% post china monetisation. Exceptional execution and transformation over last [--] months. Management are hated but deserve a lot of credit. Stock still dirt cheap with lots of royalty growth ahead and earnings optionality $PLBY. Beat (2nd in a row) with very bullish outlook commentary. fan voting royalties upside (TV film Miami club Byborg. Even HB is on fire (22% comp + 700bp GM). Management are delivering & you can hear their excitement vs most investors that don't care. Love the set up $PLBY. Beat (2nd in a row) with very bullish outlook commentary. fan voting royalties upside (TV"  
[X Link](https://x.com/Uzocapital/status/2020920815001506002)  2026-02-09T18:00Z [----] followers, [----] engagements


"$LODE anyone seriously invested in LODE given all the money taken from the LODE treasury the incessant dilution FOR SSOF this should be the focus. Again the CEO has 10x more at stake in this than recycling. This we can all agree"  
[X Link](https://x.com/anyuser/status/2021123586866438246)  2026-02-10T07:26Z [---] followers, [----] engagements


"RT @Jason: Private school in NYC is 70k College is $90k I asked @claudeai to make me a model of how much you would give to your kids over"  
[X Link](https://x.com/anyuser/status/2020967321196691774)  2026-02-09T21:05Z [----] followers, [---] engagements


"Private school in NYC is 70k College is $90k I asked @claudeai to make me a model of how much you would give to your kids over time if you put this into the markets went to public school and skipped college. How on earth does private school make sense vs this"  
[X Link](https://x.com/anyuser/status/2020951763164201299)  2026-02-09T20:03Z 1.1M followers, 961.5K engagements


"$PLBY. Beat (2nd in a row) with very bullish outlook commentary. fan voting royalties upside (TV film Miami club Byborg. Even HB is on fire (22% comp + 700bp GM). Management are delivering & you can hear their excitement vs most investors that don't care. Love the set up $PLBY. Results were a beat but more importantly confirmed new licensing deals that will underpin licensing revenue growth with much more in the pipeline. Thesis firmly on track. $PLBY. Results were a beat but more importantly confirmed new licensing deals that will underpin licensing revenue growth with much more in the"  
[X Link](https://x.com/anyuser/status/1988783041343623172)  2025-11-13T01:36Z [----] followers, 13.1K engagements


"$PLBY Beyond deleveraging and JV upside the mark implies you're basically getting the ex-China business and HB for almost nothing. Pretty good Monday so far. https://investors.playboy.com/news-releases/news-release-details/playboy-signs-122-million-deal-united-trademark-group-accelerate https://investors.playboy.com/news-releases/news-release-details/playboy-signs-122-million-deal-united-trademark-group-accelerate"  
[X Link](https://x.com/ragingbullcap/status/2020865913327661059)  2026-02-09T14:22Z [----] followers, [----] engagements


"$LIB.v has announced its first midstreamer: Select. Select has decided to switch from a DLE partner (Mariana Minerals) to Liberty. Why Because Liberty is far ahead of everyone else in its ability to produce at scale. Can't get better verification than that"  
[X Link](https://x.com/anyuser/status/2020839955254382681)  2026-02-09T12:39Z [----] followers, [----] engagements


"Bought $RELY @ $12.82. It's a secular growth fintech with inflecting earnings & mgmt that's addressing s/h concerns. Thread on my long thesis why I disagree with shorts and the roadmap over the medium term (1/n)"  
[X Link](https://x.com/anyuser/status/2020583375153553680)  2026-02-08T19:39Z [----] followers, [----] engagements


"I hope $TPB can remain independent to fulfil the nicotine pouch potential with ALP / FREimagine what Swedish Matchs market cap would be today if it had remained independent or was spun out of $PM Shares of Philip Morris International are now up 125% since they acquired Zyn's parent company Swedish Match. $PM https://t.co/GZ61FqILVh Shares of Philip Morris International are now up 125% since they acquired Zyn's parent company Swedish Match. $PM https://t.co/GZ61FqILVh"  
[X Link](https://x.com/anyuser/status/2020357610034065679)  2026-02-08T04:42Z [----] followers, [----] engagements


"Shares of Philip Morris International are now up 125% since they acquired Zyn's parent company Swedish Match. $PM"  
[X Link](https://x.com/anyuser/status/2019893909531553799)  2026-02-06T22:00Z 83.4K followers, 14K engagements


"$LIB.v : The race is on so place your bets because LIB wont be the only company trying to grab oil wastewater extraction market. Competitors are also trying to progress. There are few notable differences between LIB and Element3 below: https://www.msn.com/en-us/video/news/from-oilfield-water-to-battery-power-midland-opens-first-us-lithium-carbonate-facility-in-decades/vi-AA1VQvEOocid=entnewsntp&pc=DCTS&cvid=69867ed531a74fbf90451f988a067d72&cvpid=698773849723462484b0faf7a32ef8b0&ei=39"  
[X Link](https://x.com/anyuser/status/2020190081936683166)  2026-02-07T17:37Z [----] 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