#  @braden_tewinkel Braden TeWinkel Braden TeWinkel posts on X about $inv, $eose, $nbis, $oust the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1519490533764349955/interactions)  - [--] Week [------] -80% - [--] Month [-------] +448% - [--] Months [-------] +30,629% - [--] Year [-------] +114,138% ### Mentions: [--] [#](/creator/twitter::1519490533764349955/posts_active)  - [--] Week [--] -26% - [--] Month [---] +101% - [--] Months [---] +5,643% - [--] Year [---] +40,800% ### Followers: [---] [#](/creator/twitter::1519490533764349955/followers)  - [--] Week [---] +9.50% - [--] Month [---] +49% - [--] Months [---] +279% - [--] Year [---] +1,214% ### CreatorRank: [---------] [#](/creator/twitter::1519490533764349955/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) 48.04% [stocks](/list/stocks) 37.25% [finance](/list/finance) 20.59% [technology brands](/list/technology-brands) 11.76% [celebrities](/list/celebrities) 0.98% **Social topic influence** [$inv](/topic/$inv) #3, [$eose](/topic/$eose) #100, [$nbis](/topic/$nbis) #290, [$oust](/topic/$oust) #3, [inv](/topic/inv) #12, [ai](/topic/ai) 4.9%, [$iren](/topic/$iren) #462, [$hrow](/topic/$hrow) 3.92%, [market](/topic/market) 3.92%, [$nvda](/topic/$nvda) 2.94% **Top accounts mentioned or mentioned by** [@broheim777](/creator/undefined) [@aukm_42](/creator/undefined) [@aukm42](/creator/undefined) [@cashencarlo1](/creator/undefined) [@weareinnventure](/creator/undefined) [@grindeoptions](/creator/undefined) [@legrand](/creator/undefined) [@matt30841729201](/creator/undefined) [@marcusj9999](/creator/undefined) [@bastian3902](/creator/undefined) [@mvcinvesting](/creator/undefined) [@williamkahrl](/creator/undefined) [@bullstkpicks](/creator/undefined) [@stonksamiam](/creator/undefined) [@accelsiusatx](/creator/undefined) [@gabrelyanov](/creator/undefined) [@atlasshrug1](/creator/undefined) [@truflation](/creator/undefined) [@elmonogran42994](/creator/undefined) [@pludacris](/creator/undefined) **Top assets mentioned** [Inverse Finance (INV)](/topic/$inv) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Iris Energy Limited (IREN)](/topic/$iren) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Now Coin (NOW)](/topic/$now) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Microsoft Corp. (MSFT)](/topic/microsoft) [Bitcoin (BTC)](/topic/$btc) [Equinix Inc (EQIX)](/topic/$eqix) [Inhibrx, Inc. (INBX)](/topic/$inbx) [CalciMedica, Inc. (CALC)](/topic/$calc) [Ethereum (ETH)](/topic/$eth) [Walmart, Inc. (WMT)](/topic/$wmt) [CoreWeave, Inc (CRWV)](/topic/$crwv) ### Top Social Posts Top posts by engagements in the last [--] hours "The market has the $NVDA and supermicro partnership all wrong when it comes to cooling this is bullish $inv not bearish. This news proves the need for liquid direct to chip cooling big players are designing around it. SMCI does not have a liquid cooling IP they are simply" [X Link](https://x.com/braden_tewinkel/status/2008559792466653353) 2026-01-06T15:22Z [---] followers, [----] engagements "$inv consistent morning selling pressure every single day. Wonder who it could be" [X Link](https://x.com/braden_tewinkel/status/2014366264429629792) 2026-01-22T15:55Z [---] followers, [---] engagements "$inv double bottom at $3.40 lets hope we hold above that. Would love to see us break out above $3.75" [X Link](https://x.com/braden_tewinkel/status/2015821116053529026) 2026-01-26T16:16Z [---] followers, [----] engagements "Would be a great time to add $inbx" [X Link](https://x.com/braden_tewinkel/status/2015882928539238812) 2026-01-26T20:21Z [---] followers, [---] engagements "$inv nothing has changed the thesis is still in place I just bought more" [X Link](https://x.com/braden_tewinkel/status/2016173031715205527) 2026-01-27T15:34Z [---] followers, [----] engagements "@AUKM_42 @Matt30841729201 @broheim777 Probably not I think that is more for smaller companies looking for investment from $inv" [X Link](https://x.com/braden_tewinkel/status/2016555449605378493) 2026-01-28T16:54Z [---] followers, [---] engagements "$inv maybe Microsoft talks about datacenter power/cooling today in earnings call" [X Link](https://x.com/braden_tewinkel/status/2016597975745864018) 2026-01-28T19:43Z [---] followers, [---] engagements "$inv Microsoft CEO mentioned the necessity of liquid cooling for high density GPUs" [X Link](https://x.com/braden_tewinkel/status/2016643297784320357) 2026-01-28T22:43Z [---] followers, [----] engagements "@broheim777 @x_times_1 @joceyreyes209 I believe the JCI and Legrand deal is very strategic to help them further gain traction with hyperscalers" [X Link](https://x.com/braden_tewinkel/status/2017272791800942957) 2026-01-30T16:24Z [---] followers, [--] engagements "Everything is so cheap and on sale today you cannot go wrong buying $inv $eose $oust $hrow $nbis The question is what should I buy first" [X Link](https://x.com/braden_tewinkel/status/2017309783083368614) 2026-01-30T18:51Z [---] followers, [----] engagements "$oust from a purely financial standpoint. My [----] PT is $80 and that assumes 40% revenue growth YOY and profitability in 2029" [X Link](https://x.com/braden_tewinkel/status/2017319850558034418) 2026-01-30T19:31Z [---] followers, [----] engagements "@broheim777 Q1 earnings call maybe we learn some things" [X Link](https://x.com/braden_tewinkel/status/2017320421620912171) 2026-01-30T19:34Z [---] followers, [--] engagements "Obviously we are seeing a risk off environment so I wouldnt be surprised to see small cap growth to sell off a bit as well next week. However over time the stocks will follow fundamentals. Short term liquidity and risk off sentiment is just noise. Buy the dip $inv $eose $oust $nbis $hrow https://twitter.com/i/web/status/2017671961082793993 https://twitter.com/i/web/status/2017671961082793993" [X Link](https://x.com/braden_tewinkel/status/2017671961082793993) 2026-01-31T18:50Z [---] followers, [---] engagements "$inv reminder that Innventures CEO bought [-----] shares at $5.14 in November. If we just returned back to the CEOs buying price we would be up 56% from today" [X Link](https://x.com/braden_tewinkel/status/2018075645071503805) 2026-02-01T21:35Z [---] followers, [----] engagements "$inv https://t.co/lKB3thDMMi https://t.co/lKB3thDMMi" [X Link](https://x.com/braden_tewinkel/status/2018366842474271125) 2026-02-02T16:52Z [---] followers, [---] engagements "$inv and we go red smh" [X Link](https://x.com/braden_tewinkel/status/2018429687530443005) 2026-02-02T21:01Z [---] followers, [---] engagements "@broheim777 You could miss large move when they give order announcement" [X Link](https://x.com/braden_tewinkel/status/2018432931921031487) 2026-02-02T21:14Z [---] followers, [---] engagements "@broheim777 So you think they are holding news till hes done selling" [X Link](https://x.com/braden_tewinkel/status/2018433766705021350) 2026-02-02T21:18Z [---] followers, [---] engagements "@broheim777 I thought insiders were locked up till after earnings" [X Link](https://x.com/braden_tewinkel/status/2018434877922930966) 2026-02-02T21:22Z [---] followers, [---] engagements "$AMD might save the market today. I will be listening to earnings call hopefully we hear more about importance of liquid cooling. $inv" [X Link](https://x.com/braden_tewinkel/status/2018774756213063873) 2026-02-03T19:53Z [---] followers, [---] engagements "@broheim777 $msft is done because they are spending more then investors want not less Oracle is stressed because of too much capex not too little these companies cant seem to spend enough on AI and there not dumb they know how big this is gonna be and how important the AI buildout is" [X Link](https://x.com/braden_tewinkel/status/2018811098053726459) 2026-02-03T22:17Z [---] followers, [--] engagements "@broheim777 Yeah this is pretty crazy. The weakness is insane" [X Link](https://x.com/braden_tewinkel/status/2019129525339320640) 2026-02-04T19:22Z [---] followers, [--] engagements "If I were a $btc bull I would be pleased with how this chart looks. This is summer [----] $btc goes from 63k down to [--] k while stocks are in bull market. The chart looks almost identical to today" [X Link](https://x.com/braden_tewinkel/status/2019289529262436647) 2026-02-05T05:58Z [---] followers, [---] engagements "@broheim777 Capitulation day" [X Link](https://x.com/braden_tewinkel/status/2019430764350452208) 2026-02-05T15:19Z [---] followers, [--] engagements "@Cashencarlo1 @broheim777 Thats the absolute bear case. Claman already said they expect [---] million for [----] I would expect [---] million 2027" [X Link](https://x.com/braden_tewinkel/status/2019463354075566087) 2026-02-05T17:29Z [---] followers, [--] engagements "@QualityInvest5 $now" [X Link](https://x.com/braden_tewinkel/status/2019506667893977307) 2026-02-05T20:21Z [---] followers, [---] engagements "@broheim777 We might hit intraday low shortly" [X Link](https://x.com/braden_tewinkel/status/2019508338489455045) 2026-02-05T20:28Z [---] followers, [--] engagements "@mvcinvesting They said they are focused on air cooled data centers lmao what a joke. Cant deploy any of Nvidias latest chips with air cooling" [X Link](https://x.com/braden_tewinkel/status/2019546299549512032) 2026-02-05T22:58Z [---] followers, 39.5K engagements "@KennyZufall @_melonBird I dont own any $iren just an outside observer" [X Link](https://x.com/braden_tewinkel/status/2019597697418948785) 2026-02-06T02:23Z [---] followers, [---] engagements "@bert_gilfoyle @Mayhem4Markets Bert I know your bullish on Iren what are your thoughts on them using mostly air cooled datacenters and older generation GPUs" [X Link](https://x.com/braden_tewinkel/status/2019600486777909522) 2026-02-06T02:34Z [---] followers, [--] engagements "$amzn AWS brought in [----] billion dollars in operating income in q4 if you annualized that number and put 40x multiple on it you get [--] trillion dollar valuation. That would leave the rest of amazons business being worth $191 billionππ undervalued" [X Link](https://x.com/braden_tewinkel/status/2019810767588176067) 2026-02-06T16:29Z [---] followers, [---] engagements "@AUKM_42 Im glad they do stuff like this so the market knows more about their technology. The key is actually getting large customers to pull the trigger and actually order from them" [X Link](https://x.com/braden_tewinkel/status/2019819500867379264) 2026-02-06T17:04Z [---] followers, [--] engagements "@AUKM_42 @weareinnventure I just read an article about Nebius and the cooling they use. They focus on low water usage and low power both of which accelsious excels in. They also dont operate or at least are transitioning away from air cooled systems unlike Iren" [X Link](https://x.com/braden_tewinkel/status/2019822300061987202) 2026-02-06T17:15Z [---] followers, [---] engagements "@williamkahrl are we back π $inv $eose" [X Link](https://x.com/braden_tewinkel/status/2019839240914498045) 2026-02-06T18:22Z [---] followers, [---] engagements "@GrindeOptions $inv $eose" [X Link](https://x.com/braden_tewinkel/status/2020180207173574763) 2026-02-07T16:57Z [---] followers, [---] engagements "@AUKM_42 @GrindeOptions @weareinnventure Bldp" [X Link](https://x.com/braden_tewinkel/status/2020260954022506892) 2026-02-07T22:18Z [---] followers, [--] engagements "@AUKM_42 @GrindeOptions @weareinnventure The problem is analysts dont think they will become profitable in the next [--] years I wonder if they are able to beat estimates and get clear path to profitability" [X Link](https://x.com/braden_tewinkel/status/2020264474608124149) 2026-02-07T22:32Z [---] followers, [--] engagements "@gabrelyanov Amzn" [X Link](https://x.com/braden_tewinkel/status/2020285715725365552) 2026-02-07T23:57Z [---] followers, [--] engagements "@stockboildown $eose at one point for me was up 300%" [X Link](https://x.com/braden_tewinkel/status/2020357805048492221) 2026-02-08T04:43Z [---] followers, [--] engagements "@Bullstkpicks I 100% agree I think the only thing that could slow the bull market down is increased layoffs because of AI which slow consumer spending which in turn reduces companies earnings" [X Link](https://x.com/braden_tewinkel/status/2020522843432267934) 2026-02-08T15:39Z [---] followers, [--] engagements "@growthrapidly Start $eose" [X Link](https://x.com/braden_tewinkel/status/2020556163247374778) 2026-02-08T17:51Z [---] followers, [---] engagements "@TheRonnieVShow $now is such a steal" [X Link](https://x.com/braden_tewinkel/status/2020568465736892916) 2026-02-08T18:40Z [---] followers, [---] engagements "@Bullstkpicks When Q4 shows meaningful revenue Ramp the next question for me becomes what can gross margins get to at scale" [X Link](https://x.com/braden_tewinkel/status/2020601259473145985) 2026-02-08T20:50Z [---] followers, [---] engagements "@Mr_Derivatives If he returns then the payout wont matter πππ" [X Link](https://x.com/braden_tewinkel/status/2020709617987469443) 2026-02-09T04:01Z [---] followers, [--] engagements "$qncx $calc biotech often feels like gambling results rather then investing and I paid the price this week. Both had great upside but that comes with the risk of failure" [X Link](https://x.com/braden_tewinkel/status/2016972075022549283) 2026-01-29T20:29Z [---] followers, [----] engagements "@moninvestor $eose $nbis $oust" [X Link](https://x.com/braden_tewinkel/status/2021259723698471378) 2026-02-10T16:27Z [---] followers, [---] engagements "$hrow is a hidden gem $HROW business is booming. Hiring [---] new reps - huge for tiny company - aligned with stock ownership "We believe in ownership. Every team member should share in the value. last five years. stock up. 740%. even more excited. for the next five years." $HROW business is booming. Hiring [---] new reps - huge for tiny company - aligned with stock ownership "We believe in ownership. Every team member should share in the value. last five years. stock up. 740%. even more excited. for the next five years."" [X Link](https://x.com/braden_tewinkel/status/2021320567278928165) 2026-02-10T20:29Z [---] followers, [---] engagements "@Marcusj9999 No $nbis is Thursday morning $inv wont have earnings for a while I dont think" [X Link](https://x.com/braden_tewinkel/status/2021348743816360121) 2026-02-10T22:21Z [---] followers, [---] engagements "@Marcusj9999 Thats just the estimated date based on historicals and stuff I can confirm $inv is not reporting earnings Thursday. From what Ive heard it probably wont be till late March or early April" [X Link](https://x.com/braden_tewinkel/status/2021362008269156749) 2026-02-10T23:13Z [---] followers, [---] engagements "@AUKM_42 Well we might get [--] dollars a share π" [X Link](https://x.com/braden_tewinkel/status/2021634398714802626) 2026-02-11T17:16Z [---] followers, [--] engagements "@AUKM_42 I think we would get [--] dollars in dividend per share" [X Link](https://x.com/braden_tewinkel/status/2021635713247457682) 2026-02-11T17:21Z [---] followers, [--] engagements "@stonksamiam Please say something to get me excited about $inv on earnings call" [X Link](https://x.com/braden_tewinkel/status/2021712020815720634) 2026-02-11T22:24Z [---] followers, [---] engagements "@AUKM_42 @Legrand No they dont own or operate any datacenters they just provide infrastructure in the white space so Legrand could help Accelsious sell to their customers" [X Link](https://x.com/braden_tewinkel/status/2022080448445526514) 2026-02-12T22:48Z [---] followers, [--] engagements "@AUKM_42 @Legrand Yeah Legrand already sells to a bunch of datacenters so Legrand could help get accelsious in them" [X Link](https://x.com/braden_tewinkel/status/2022080898280390820) 2026-02-12T22:50Z [---] followers, [--] engagements "@AUKM_42 @Legrand Depends who they get a deal with" [X Link](https://x.com/braden_tewinkel/status/2022084961692790881) 2026-02-12T23:06Z [---] followers, [--] engagements "@Matt30841729201 @AUKM_42 @Legrand Another order on scale of DarkNX I would be happy with" [X Link](https://x.com/braden_tewinkel/status/2022128470567121040) 2026-02-13T01:59Z [---] followers, [--] engagements "$AMD Lisa Sue stated that MI [---] and Helios racks will begin to be shipped second half of [----]. MI [---] pushes 1500+ watts per chip. Looks like [--] phase is gonna be needed $INV" [X Link](https://x.com/braden_tewinkel/status/2018810726035640492) 2026-02-03T22:15Z [---] followers, [---] engagements "Its pretty obvious $inv is undervalued here whether you like the company or not. The market can remain irrational for a while so not saying this is the bottom but we should move back to the 3s even with no news" [X Link](https://x.com/braden_tewinkel/status/2019434462250168441) 2026-02-05T15:34Z [---] followers, [----] engagements "@Cashencarlo1 @broheim777 Fair enough I would say as long as the second half of [----] is strong and we have strong momentum into [----] with several orders Ill be happy" [X Link](https://x.com/braden_tewinkel/status/2019464397144445057) 2026-02-05T17:33Z [---] followers, [--] engagements "@broheim777 @Cashencarlo1 Someone just bought 100k shares of $inv love it" [X Link](https://x.com/braden_tewinkel/status/2019466605277626503) 2026-02-05T17:42Z [---] followers, [---] engagements "$inv I will be listening to $iren and $amzn call tonight probably Amazon first. Jassy please mention how your looking into [--] phase liquid cooling for upcoming datacenter projects π π" [X Link](https://x.com/braden_tewinkel/status/2019502283369955491) 2026-02-05T20:03Z [---] followers, [---] engagements "Growth stock investors π€ Crypto Bros $inv $eose $nbis $btc $eth" [X Link](https://x.com/braden_tewinkel/status/2019509123080155297) 2026-02-05T20:31Z [---] followers, [----] engagements "$iren $inv not sure why iren wouldnt be focusing more on liquid cooling instead of deploying air cooled GPUs. If they are focused on long term growth this wouldnt make much sense. They are also stressing they are power constrained and air cooling takes tons of power" [X Link](https://x.com/braden_tewinkel/status/2019539630161592555) 2026-02-05T22:32Z [---] followers, [---] engagements "@weareinnventure @AccelsiusATX $INV Please send sales people to $iren to prove to them the need for [--] phase cooling. Iren should be focusing on transition to [--] phase liquid cooling if they have a long term growth outlook and not focusing on air cooled data-centers that cant handle new GPUs https://twitter.com/i/web/status/2019542384770707514 https://twitter.com/i/web/status/2019542384770707514" [X Link](https://x.com/braden_tewinkel/status/2019542384770707514) 2026-02-05T22:43Z [---] followers, [---] engagements "Lmao exactly $inv $IREN Did Dan Roberts just say that Hyperscalers want air-cooled GPUs Yeah I think I know where things went wrong $IREN Did Dan Roberts just say that Hyperscalers want air-cooled GPUs Yeah I think I know where things went wrong" [X Link](https://x.com/braden_tewinkel/status/2019545788238688562) 2026-02-05T22:56Z [---] followers, [---] engagements "$inv $eose Appears today the market is starting to understand that the picks and shovels will be the winners in [----]. Now PLEASE just give us some orders" [X Link](https://x.com/braden_tewinkel/status/2019803886534746612) 2026-02-06T16:02Z [---] followers, [---] engagements "$inv Im glad $nbis actually understands the need for liquid cooling and they seem to be one of the neoclouds most willing to use the latest and greatest cooling technology. I hope they know about Accelsiouss [--] phase technology and the huge benefits @weareinnventure @AccelsiusATX https://twitter.com/i/web/status/2019820671505985778 https://twitter.com/i/web/status/2019820671505985778" [X Link](https://x.com/braden_tewinkel/status/2019820671505985778) 2026-02-06T17:09Z [---] followers, [---] engagements "@NWO_Lover @Matt30841729201 @CGInvesting10 Industrial conglomerate that owns majority stakes in [--] companies most importantly a [--] phase direct to chip cooling company called Accelsious. My base case for $inv is $11 by EOY" [X Link](https://x.com/braden_tewinkel/status/2020337378255335646) 2026-02-08T03:22Z [---] followers, [---] engagements "$inv A lot of behind the scenes stuff highlighted here https://t.co/rheQM9U6AT https://t.co/rheQM9U6AT" [X Link](https://x.com/braden_tewinkel/status/2020879070918287582) 2026-02-09T15:14Z [---] followers, [---] engagements "$inv One of these days we are gonna wake up to an Accelsious hyperscaler order and its gonna be the best day ever The question is when" [X Link](https://x.com/braden_tewinkel/status/2020902665908257231) 2026-02-09T16:48Z [---] followers, [----] engagements "$inv $eose $nbis $oust Day [--] of the greatest bull run ever" [X Link](https://x.com/braden_tewinkel/status/2020943336107016355) 2026-02-09T19:30Z [---] followers, [---] engagements "10 GW is a lot $inv $eose π¨BREAKING: ANTHROPIC LOOKS TO SECURE [--] GIGAWATTS OF CAPACITY FOR FUTURE AI DATA CENTERS https://t.co/1woxOd4nyr π¨BREAKING: ANTHROPIC LOOKS TO SECURE [--] GIGAWATTS OF CAPACITY FOR FUTURE AI DATA CENTERS https://t.co/1woxOd4nyr" [X Link](https://x.com/braden_tewinkel/status/2020972504693829705) 2026-02-09T21:26Z [---] followers, [----] engagements "$inv Another busy week of earnings season for those interested in the AI/datacenter buildout. We got $vrt tomorrow morning for liquid cooling. We got $eqix tomorrow after the close. They have partnership with Accelsious and have talked about liquid cooling in past earnings calls. Then we have $nbis Thursday morning not only do I love the company but they are also a leader in bringing the latest and greatest cooling technology to their datacenters to deploy the most powerful GPUs and AI accelerators. Should be a fun week I will post my findings" [X Link](https://x.com/braden_tewinkel/status/2021316445028962722) 2026-02-10T20:12Z [---] followers, [----] engagements "$inv $vrt just announced [--] billion dollar backlog The liquid cooling demand is strong" [X Link](https://x.com/braden_tewinkel/status/2021612590888096080) 2026-02-11T15:49Z [---] followers, [---] engagements "$vrt Strong cash position allows for strategic acquisitions They can buy Accelsious for [--] billion in [--] months ππ $inv" [X Link](https://x.com/braden_tewinkel/status/2021621497111126306) 2026-02-11T16:24Z [---] followers, [---] engagements "$eqix has [--] liquid cooling deployments in q4. $inv" [X Link](https://x.com/braden_tewinkel/status/2021721531920105709) 2026-02-11T23:02Z [---] followers, [---] engagements "@AtlasShrug1 @stonksamiam I think Accelsious will have [--] billion dollar valuation in the next [--] months and will give $inv [--] dollars per share of value" [X Link](https://x.com/braden_tewinkel/status/2021725730309296303) 2026-02-11T23:19Z [---] followers, [---] engagements "@PeterSchiff I trust @truflation more" [X Link](https://x.com/braden_tewinkel/status/2022398288444690700) 2026-02-13T19:51Z [---] followers, [--] engagements "What is going on today $inv $oust $eose" [X Link](https://x.com/braden_tewinkel/status/2021983324773003637) 2026-02-12T16:22Z [---] followers, [---] engagements "$inv Lets go Just need some orders We're thrilled to be kicking off our partnership with @Legrand For more details be sure to check out the full press release from Legrand: https://t.co/odwkG2mOXU https://t.co/WzDfW1Gsxa We're thrilled to be kicking off our partnership with @Legrand For more details be sure to check out the full press release from Legrand: https://t.co/odwkG2mOXU https://t.co/WzDfW1Gsxa" [X Link](https://x.com/braden_tewinkel/status/2022063124946563337) 2026-02-12T21:39Z [---] followers, [---] engagements "Classic Friday pump lets see if we can carry any of this momentum into next week. $inv $eose $nbis $oust $hrow" [X Link](https://x.com/braden_tewinkel/status/2022348863328428126) 2026-02-13T16:35Z [---] followers, [---] engagements "@GrindeOptions It all comes down to earnings callreport" [X Link](https://x.com/braden_tewinkel/status/2022394297350603110) 2026-02-13T19:35Z [---] followers, [---] engagements "Whats more of a bubble $WMT trading at 45x forward earnings or $NVDA trading at 23x forward earnings π€ π€¨" [X Link](https://x.com/braden_tewinkel/status/2022434778864325121) 2026-02-13T22:16Z [---] followers, [---] engagements "$inv wen orders" [X Link](https://x.com/braden_tewinkel/status/2015820508294705224) 2026-01-26T16:13Z [---] followers, [---] engagements "$inv Looks like $crwv could use some [--] phase cooling for those Rubin chips that are gonna run at 1500+ watts per chip. @weareinnventure @AccelsiusATX $NVDA is investing $2B into $CRWV at $87 per share tightening the partnership at the center of AI infrastructure buildout. CoreWeave is targeting 5+ GW of AI factories by [----] with early deployments planned around Nvidias Rubin platform Vera CPUs & BlueField systems. https://t.co/UmkS6eEreE $NVDA is investing $2B into $CRWV at $87 per share tightening the partnership at the center of AI infrastructure buildout. CoreWeave is targeting 5+ GW of AI" [X Link](https://x.com/braden_tewinkel/status/2015824097994015047) 2026-01-26T16:28Z [---] followers, [---] engagements "@YodaStockInvest $inv they own a majority stake in a private [--] phase direct to chip cooling company called accelsious. [--] phase cooling is needed for next gen GPUs" [X Link](https://x.com/braden_tewinkel/status/2015976751659102348) 2026-01-27T02:34Z [---] followers, [---] engagements "$inv is by far my largest position for the simple reason that the risk reward here is so good. You are getting a next gen cooling company at a discount and [----] is gonna be the year of scaling. Cash flow positive by [----] mitigates the dilution risk. Accessions could easily be worth [--] billion dollars within [--] years given pipeline and TAM. https://twitter.com/i/web/status/2016036927083069563 https://twitter.com/i/web/status/2016036927083069563" [X Link](https://x.com/braden_tewinkel/status/2016036927083069563) 2026-01-27T06:33Z [---] followers, [----] engagements "@ElMonoGran42994 Yep seems like someone knew something" [X Link](https://x.com/braden_tewinkel/status/2016977236247924883) 2026-01-29T20:50Z [---] followers, [--] engagements "What on earth I completely disagree with trumps stance here. Trump: when you make it too easy and cheap to build houses house prices come down. I don't want to do that. Trump: when you make it too easy and cheap to build houses house prices come down. I don't want to do that" [X Link](https://x.com/braden_tewinkel/status/2017013506210746693) 2026-01-29T23:14Z [---] followers, [----] engagements "@TheLongInvest Too much diversity to significantly outperform market" [X Link](https://x.com/braden_tewinkel/status/2017760380504969273) 2026-02-01T00:42Z [---] followers, [--] engagements "Futures are UGLY tomorrow morning this gap will get eaten up. $eose $nbis $amd $oust $amzn" [X Link](https://x.com/braden_tewinkel/status/2018176022894829723) 2026-02-02T04:13Z [---] followers, [---] engagements "@DeItaone Inflation is already under 2% @truflation" [X Link](https://x.com/braden_tewinkel/status/2018393665702605135) 2026-02-02T18:38Z [---] followers, [--] engagements "@broheim777 Why do you think they wont be locked up after Feb [--] they have insider information on how q4 went and they havent released er yet" [X Link](https://x.com/braden_tewinkel/status/2018438136704143787) 2026-02-02T21:35Z [---] followers, [--] engagements "@broheim777 Because they just did 2" [X Link](https://x.com/braden_tewinkel/status/2018439147825062253) 2026-02-02T21:39Z [---] followers, [--] engagements "@broheim777 There plan is to pay down all Yorkville convertibles" [X Link](https://x.com/braden_tewinkel/status/2018445259739672937) 2026-02-02T22:03Z [---] followers, [--] engagements "$now software is getting crushed again today what is going on I may buy $now today ai is a tailwind not a headwind for them imo" [X Link](https://x.com/braden_tewinkel/status/2018707473775952099) 2026-02-03T15:25Z [---] followers, [---] engagements "@MutaliskGluon @broheim777 Elon is great but often over promises" [X Link](https://x.com/braden_tewinkel/status/2018735482382000133) 2026-02-03T17:16Z [---] followers, [--] engagements "@broheim777 I completely disagree there is no evidence of Capex slowdown and Lisa sue just said she expects 60% yoy datacenter growth for the next 3-5 years. For comparison they only grew datacenter segment 40% this year" [X Link](https://x.com/braden_tewinkel/status/2018809901682991500) 2026-02-03T22:12Z [---] followers, [--] engagements "@bastian3902 @mvcinvesting Where was the revenue this past quarter then" [X Link](https://x.com/braden_tewinkel/status/2019549065181294704) 2026-02-05T23:09Z [---] followers, [--] engagements "@bastian3902 @mvcinvesting I understand that I would just argue they should focus on making there new datacenter liquid cooled specifically [--] phase liquid cooling to support next gen GPUs" [X Link](https://x.com/braden_tewinkel/status/2019550668898603074) 2026-02-05T23:16Z [---] followers, [--] engagements "@broheim777 And Greg wasson selling but yes with a large investment or order I would expect some institutional money to start flowing in" [X Link](https://x.com/braden_tewinkel/status/2008990950555844973) 2026-01-07T19:55Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@braden_tewinkel Braden TeWinkelBraden TeWinkel posts on X about $inv, $eose, $nbis, $oust the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence cryptocurrencies 48.04% stocks 37.25% finance 20.59% technology brands 11.76% celebrities 0.98%
Social topic influence $inv #3, $eose #100, $nbis #290, $oust #3, inv #12, ai 4.9%, $iren #462, $hrow 3.92%, market 3.92%, $nvda 2.94%
Top accounts mentioned or mentioned by @broheim777 @aukm_42 @aukm42 @cashencarlo1 @weareinnventure @grindeoptions @legrand @matt30841729201 @marcusj9999 @bastian3902 @mvcinvesting @williamkahrl @bullstkpicks @stonksamiam @accelsiusatx @gabrelyanov @atlasshrug1 @truflation @elmonogran42994 @pludacris
Top assets mentioned Inverse Finance (INV) Eos Energy Enterprises, Inc. (EOSE) Nebius Group N.V. Class A Ordinary Shares (NBIS) Iris Energy Limited (IREN) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Now Coin (NOW) Amazon.com, Inc. (AMZN) Vertiv Holdings Co (VRT) Microsoft Corp. (MSFT) Bitcoin (BTC) Equinix Inc (EQIX) Inhibrx, Inc. (INBX) CalciMedica, Inc. (CALC) Ethereum (ETH) Walmart, Inc. (WMT) CoreWeave, Inc (CRWV)
Top posts by engagements in the last [--] hours
"The market has the $NVDA and supermicro partnership all wrong when it comes to cooling this is bullish $inv not bearish. This news proves the need for liquid direct to chip cooling big players are designing around it. SMCI does not have a liquid cooling IP they are simply"
X Link 2026-01-06T15:22Z [---] followers, [----] engagements
"$inv consistent morning selling pressure every single day. Wonder who it could be"
X Link 2026-01-22T15:55Z [---] followers, [---] engagements
"$inv double bottom at $3.40 lets hope we hold above that. Would love to see us break out above $3.75"
X Link 2026-01-26T16:16Z [---] followers, [----] engagements
"Would be a great time to add $inbx"
X Link 2026-01-26T20:21Z [---] followers, [---] engagements
"$inv nothing has changed the thesis is still in place I just bought more"
X Link 2026-01-27T15:34Z [---] followers, [----] engagements
"@AUKM_42 @Matt30841729201 @broheim777 Probably not I think that is more for smaller companies looking for investment from $inv"
X Link 2026-01-28T16:54Z [---] followers, [---] engagements
"$inv maybe Microsoft talks about datacenter power/cooling today in earnings call"
X Link 2026-01-28T19:43Z [---] followers, [---] engagements
"$inv Microsoft CEO mentioned the necessity of liquid cooling for high density GPUs"
X Link 2026-01-28T22:43Z [---] followers, [----] engagements
"@broheim777 @x_times_1 @joceyreyes209 I believe the JCI and Legrand deal is very strategic to help them further gain traction with hyperscalers"
X Link 2026-01-30T16:24Z [---] followers, [--] engagements
"Everything is so cheap and on sale today you cannot go wrong buying $inv $eose $oust $hrow $nbis The question is what should I buy first"
X Link 2026-01-30T18:51Z [---] followers, [----] engagements
"$oust from a purely financial standpoint. My [----] PT is $80 and that assumes 40% revenue growth YOY and profitability in 2029"
X Link 2026-01-30T19:31Z [---] followers, [----] engagements
"@broheim777 Q1 earnings call maybe we learn some things"
X Link 2026-01-30T19:34Z [---] followers, [--] engagements
"Obviously we are seeing a risk off environment so I wouldnt be surprised to see small cap growth to sell off a bit as well next week. However over time the stocks will follow fundamentals. Short term liquidity and risk off sentiment is just noise. Buy the dip $inv $eose $oust $nbis $hrow https://twitter.com/i/web/status/2017671961082793993 https://twitter.com/i/web/status/2017671961082793993"
X Link 2026-01-31T18:50Z [---] followers, [---] engagements
"$inv reminder that Innventures CEO bought [-----] shares at $5.14 in November. If we just returned back to the CEOs buying price we would be up 56% from today"
X Link 2026-02-01T21:35Z [---] followers, [----] engagements
"$inv https://t.co/lKB3thDMMi https://t.co/lKB3thDMMi"
X Link 2026-02-02T16:52Z [---] followers, [---] engagements
"$inv and we go red smh"
X Link 2026-02-02T21:01Z [---] followers, [---] engagements
"@broheim777 You could miss large move when they give order announcement"
X Link 2026-02-02T21:14Z [---] followers, [---] engagements
"@broheim777 So you think they are holding news till hes done selling"
X Link 2026-02-02T21:18Z [---] followers, [---] engagements
"@broheim777 I thought insiders were locked up till after earnings"
X Link 2026-02-02T21:22Z [---] followers, [---] engagements
"$AMD might save the market today. I will be listening to earnings call hopefully we hear more about importance of liquid cooling. $inv"
X Link 2026-02-03T19:53Z [---] followers, [---] engagements
"@broheim777 $msft is done because they are spending more then investors want not less Oracle is stressed because of too much capex not too little these companies cant seem to spend enough on AI and there not dumb they know how big this is gonna be and how important the AI buildout is"
X Link 2026-02-03T22:17Z [---] followers, [--] engagements
"@broheim777 Yeah this is pretty crazy. The weakness is insane"
X Link 2026-02-04T19:22Z [---] followers, [--] engagements
"If I were a $btc bull I would be pleased with how this chart looks. This is summer [----] $btc goes from 63k down to [--] k while stocks are in bull market. The chart looks almost identical to today"
X Link 2026-02-05T05:58Z [---] followers, [---] engagements
"@broheim777 Capitulation day"
X Link 2026-02-05T15:19Z [---] followers, [--] engagements
"@Cashencarlo1 @broheim777 Thats the absolute bear case. Claman already said they expect [---] million for [----] I would expect [---] million 2027"
X Link 2026-02-05T17:29Z [---] followers, [--] engagements
"@QualityInvest5 $now"
X Link 2026-02-05T20:21Z [---] followers, [---] engagements
"@broheim777 We might hit intraday low shortly"
X Link 2026-02-05T20:28Z [---] followers, [--] engagements
"@mvcinvesting They said they are focused on air cooled data centers lmao what a joke. Cant deploy any of Nvidias latest chips with air cooling"
X Link 2026-02-05T22:58Z [---] followers, 39.5K engagements
"@KennyZufall @_melonBird I dont own any $iren just an outside observer"
X Link 2026-02-06T02:23Z [---] followers, [---] engagements
"@bert_gilfoyle @Mayhem4Markets Bert I know your bullish on Iren what are your thoughts on them using mostly air cooled datacenters and older generation GPUs"
X Link 2026-02-06T02:34Z [---] followers, [--] engagements
"$amzn AWS brought in [----] billion dollars in operating income in q4 if you annualized that number and put 40x multiple on it you get [--] trillion dollar valuation. That would leave the rest of amazons business being worth $191 billionππ undervalued"
X Link 2026-02-06T16:29Z [---] followers, [---] engagements
"@AUKM_42 Im glad they do stuff like this so the market knows more about their technology. The key is actually getting large customers to pull the trigger and actually order from them"
X Link 2026-02-06T17:04Z [---] followers, [--] engagements
"@AUKM_42 @weareinnventure I just read an article about Nebius and the cooling they use. They focus on low water usage and low power both of which accelsious excels in. They also dont operate or at least are transitioning away from air cooled systems unlike Iren"
X Link 2026-02-06T17:15Z [---] followers, [---] engagements
"@williamkahrl are we back π $inv $eose"
X Link 2026-02-06T18:22Z [---] followers, [---] engagements
"@GrindeOptions $inv $eose"
X Link 2026-02-07T16:57Z [---] followers, [---] engagements
"@AUKM_42 @GrindeOptions @weareinnventure Bldp"
X Link 2026-02-07T22:18Z [---] followers, [--] engagements
"@AUKM_42 @GrindeOptions @weareinnventure The problem is analysts dont think they will become profitable in the next [--] years I wonder if they are able to beat estimates and get clear path to profitability"
X Link 2026-02-07T22:32Z [---] followers, [--] engagements
"@gabrelyanov Amzn"
X Link 2026-02-07T23:57Z [---] followers, [--] engagements
"@stockboildown $eose at one point for me was up 300%"
X Link 2026-02-08T04:43Z [---] followers, [--] engagements
"@Bullstkpicks I 100% agree I think the only thing that could slow the bull market down is increased layoffs because of AI which slow consumer spending which in turn reduces companies earnings"
X Link 2026-02-08T15:39Z [---] followers, [--] engagements
"@growthrapidly Start $eose"
X Link 2026-02-08T17:51Z [---] followers, [---] engagements
"@TheRonnieVShow $now is such a steal"
X Link 2026-02-08T18:40Z [---] followers, [---] engagements
"@Bullstkpicks When Q4 shows meaningful revenue Ramp the next question for me becomes what can gross margins get to at scale"
X Link 2026-02-08T20:50Z [---] followers, [---] engagements
"@Mr_Derivatives If he returns then the payout wont matter πππ"
X Link 2026-02-09T04:01Z [---] followers, [--] engagements
"$qncx $calc biotech often feels like gambling results rather then investing and I paid the price this week. Both had great upside but that comes with the risk of failure"
X Link 2026-01-29T20:29Z [---] followers, [----] engagements
"@moninvestor $eose $nbis $oust"
X Link 2026-02-10T16:27Z [---] followers, [---] engagements
"$hrow is a hidden gem $HROW business is booming. Hiring [---] new reps - huge for tiny company - aligned with stock ownership "We believe in ownership. Every team member should share in the value. last five years. stock up. 740%. even more excited. for the next five years." $HROW business is booming. Hiring [---] new reps - huge for tiny company - aligned with stock ownership "We believe in ownership. Every team member should share in the value. last five years. stock up. 740%. even more excited. for the next five years.""
X Link 2026-02-10T20:29Z [---] followers, [---] engagements
"@Marcusj9999 No $nbis is Thursday morning $inv wont have earnings for a while I dont think"
X Link 2026-02-10T22:21Z [---] followers, [---] engagements
"@Marcusj9999 Thats just the estimated date based on historicals and stuff I can confirm $inv is not reporting earnings Thursday. From what Ive heard it probably wont be till late March or early April"
X Link 2026-02-10T23:13Z [---] followers, [---] engagements
"@AUKM_42 Well we might get [--] dollars a share π"
X Link 2026-02-11T17:16Z [---] followers, [--] engagements
"@AUKM_42 I think we would get [--] dollars in dividend per share"
X Link 2026-02-11T17:21Z [---] followers, [--] engagements
"@stonksamiam Please say something to get me excited about $inv on earnings call"
X Link 2026-02-11T22:24Z [---] followers, [---] engagements
"@AUKM_42 @Legrand No they dont own or operate any datacenters they just provide infrastructure in the white space so Legrand could help Accelsious sell to their customers"
X Link 2026-02-12T22:48Z [---] followers, [--] engagements
"@AUKM_42 @Legrand Yeah Legrand already sells to a bunch of datacenters so Legrand could help get accelsious in them"
X Link 2026-02-12T22:50Z [---] followers, [--] engagements
"@AUKM_42 @Legrand Depends who they get a deal with"
X Link 2026-02-12T23:06Z [---] followers, [--] engagements
"@Matt30841729201 @AUKM_42 @Legrand Another order on scale of DarkNX I would be happy with"
X Link 2026-02-13T01:59Z [---] followers, [--] engagements
"$AMD Lisa Sue stated that MI [---] and Helios racks will begin to be shipped second half of [----]. MI [---] pushes 1500+ watts per chip. Looks like [--] phase is gonna be needed $INV"
X Link 2026-02-03T22:15Z [---] followers, [---] engagements
"Its pretty obvious $inv is undervalued here whether you like the company or not. The market can remain irrational for a while so not saying this is the bottom but we should move back to the 3s even with no news"
X Link 2026-02-05T15:34Z [---] followers, [----] engagements
"@Cashencarlo1 @broheim777 Fair enough I would say as long as the second half of [----] is strong and we have strong momentum into [----] with several orders Ill be happy"
X Link 2026-02-05T17:33Z [---] followers, [--] engagements
"@broheim777 @Cashencarlo1 Someone just bought 100k shares of $inv love it"
X Link 2026-02-05T17:42Z [---] followers, [---] engagements
"$inv I will be listening to $iren and $amzn call tonight probably Amazon first. Jassy please mention how your looking into [--] phase liquid cooling for upcoming datacenter projects π π"
X Link 2026-02-05T20:03Z [---] followers, [---] engagements
"Growth stock investors π€ Crypto Bros $inv $eose $nbis $btc $eth"
X Link 2026-02-05T20:31Z [---] followers, [----] engagements
"$iren $inv not sure why iren wouldnt be focusing more on liquid cooling instead of deploying air cooled GPUs. If they are focused on long term growth this wouldnt make much sense. They are also stressing they are power constrained and air cooling takes tons of power"
X Link 2026-02-05T22:32Z [---] followers, [---] engagements
"@weareinnventure @AccelsiusATX $INV Please send sales people to $iren to prove to them the need for [--] phase cooling. Iren should be focusing on transition to [--] phase liquid cooling if they have a long term growth outlook and not focusing on air cooled data-centers that cant handle new GPUs https://twitter.com/i/web/status/2019542384770707514 https://twitter.com/i/web/status/2019542384770707514"
X Link 2026-02-05T22:43Z [---] followers, [---] engagements
"Lmao exactly $inv $IREN Did Dan Roberts just say that Hyperscalers want air-cooled GPUs Yeah I think I know where things went wrong $IREN Did Dan Roberts just say that Hyperscalers want air-cooled GPUs Yeah I think I know where things went wrong"
X Link 2026-02-05T22:56Z [---] followers, [---] engagements
"$inv $eose Appears today the market is starting to understand that the picks and shovels will be the winners in [----]. Now PLEASE just give us some orders"
X Link 2026-02-06T16:02Z [---] followers, [---] engagements
"$inv Im glad $nbis actually understands the need for liquid cooling and they seem to be one of the neoclouds most willing to use the latest and greatest cooling technology. I hope they know about Accelsiouss [--] phase technology and the huge benefits @weareinnventure @AccelsiusATX https://twitter.com/i/web/status/2019820671505985778 https://twitter.com/i/web/status/2019820671505985778"
X Link 2026-02-06T17:09Z [---] followers, [---] engagements
"@NWO_Lover @Matt30841729201 @CGInvesting10 Industrial conglomerate that owns majority stakes in [--] companies most importantly a [--] phase direct to chip cooling company called Accelsious. My base case for $inv is $11 by EOY"
X Link 2026-02-08T03:22Z [---] followers, [---] engagements
"$inv A lot of behind the scenes stuff highlighted here https://t.co/rheQM9U6AT https://t.co/rheQM9U6AT"
X Link 2026-02-09T15:14Z [---] followers, [---] engagements
"$inv One of these days we are gonna wake up to an Accelsious hyperscaler order and its gonna be the best day ever The question is when"
X Link 2026-02-09T16:48Z [---] followers, [----] engagements
"$inv $eose $nbis $oust Day [--] of the greatest bull run ever"
X Link 2026-02-09T19:30Z [---] followers, [---] engagements
"10 GW is a lot $inv $eose π¨BREAKING: ANTHROPIC LOOKS TO SECURE [--] GIGAWATTS OF CAPACITY FOR FUTURE AI DATA CENTERS https://t.co/1woxOd4nyr π¨BREAKING: ANTHROPIC LOOKS TO SECURE [--] GIGAWATTS OF CAPACITY FOR FUTURE AI DATA CENTERS https://t.co/1woxOd4nyr"
X Link 2026-02-09T21:26Z [---] followers, [----] engagements
"$inv Another busy week of earnings season for those interested in the AI/datacenter buildout. We got $vrt tomorrow morning for liquid cooling. We got $eqix tomorrow after the close. They have partnership with Accelsious and have talked about liquid cooling in past earnings calls. Then we have $nbis Thursday morning not only do I love the company but they are also a leader in bringing the latest and greatest cooling technology to their datacenters to deploy the most powerful GPUs and AI accelerators. Should be a fun week I will post my findings"
X Link 2026-02-10T20:12Z [---] followers, [----] engagements
"$inv $vrt just announced [--] billion dollar backlog The liquid cooling demand is strong"
X Link 2026-02-11T15:49Z [---] followers, [---] engagements
"$vrt Strong cash position allows for strategic acquisitions They can buy Accelsious for [--] billion in [--] months ππ $inv"
X Link 2026-02-11T16:24Z [---] followers, [---] engagements
"$eqix has [--] liquid cooling deployments in q4. $inv"
X Link 2026-02-11T23:02Z [---] followers, [---] engagements
"@AtlasShrug1 @stonksamiam I think Accelsious will have [--] billion dollar valuation in the next [--] months and will give $inv [--] dollars per share of value"
X Link 2026-02-11T23:19Z [---] followers, [---] engagements
"@PeterSchiff I trust @truflation more"
X Link 2026-02-13T19:51Z [---] followers, [--] engagements
"What is going on today $inv $oust $eose"
X Link 2026-02-12T16:22Z [---] followers, [---] engagements
"$inv Lets go Just need some orders We're thrilled to be kicking off our partnership with @Legrand For more details be sure to check out the full press release from Legrand: https://t.co/odwkG2mOXU https://t.co/WzDfW1Gsxa We're thrilled to be kicking off our partnership with @Legrand For more details be sure to check out the full press release from Legrand: https://t.co/odwkG2mOXU https://t.co/WzDfW1Gsxa"
X Link 2026-02-12T21:39Z [---] followers, [---] engagements
"Classic Friday pump lets see if we can carry any of this momentum into next week. $inv $eose $nbis $oust $hrow"
X Link 2026-02-13T16:35Z [---] followers, [---] engagements
"@GrindeOptions It all comes down to earnings callreport"
X Link 2026-02-13T19:35Z [---] followers, [---] engagements
"Whats more of a bubble $WMT trading at 45x forward earnings or $NVDA trading at 23x forward earnings π€ π€¨"
X Link 2026-02-13T22:16Z [---] followers, [---] engagements
"$inv wen orders"
X Link 2026-01-26T16:13Z [---] followers, [---] engagements
"$inv Looks like $crwv could use some [--] phase cooling for those Rubin chips that are gonna run at 1500+ watts per chip. @weareinnventure @AccelsiusATX $NVDA is investing $2B into $CRWV at $87 per share tightening the partnership at the center of AI infrastructure buildout. CoreWeave is targeting 5+ GW of AI factories by [----] with early deployments planned around Nvidias Rubin platform Vera CPUs & BlueField systems. https://t.co/UmkS6eEreE $NVDA is investing $2B into $CRWV at $87 per share tightening the partnership at the center of AI infrastructure buildout. CoreWeave is targeting 5+ GW of AI"
X Link 2026-01-26T16:28Z [---] followers, [---] engagements
"@YodaStockInvest $inv they own a majority stake in a private [--] phase direct to chip cooling company called accelsious. [--] phase cooling is needed for next gen GPUs"
X Link 2026-01-27T02:34Z [---] followers, [---] engagements
"$inv is by far my largest position for the simple reason that the risk reward here is so good. You are getting a next gen cooling company at a discount and [----] is gonna be the year of scaling. Cash flow positive by [----] mitigates the dilution risk. Accessions could easily be worth [--] billion dollars within [--] years given pipeline and TAM. https://twitter.com/i/web/status/2016036927083069563 https://twitter.com/i/web/status/2016036927083069563"
X Link 2026-01-27T06:33Z [---] followers, [----] engagements
"@ElMonoGran42994 Yep seems like someone knew something"
X Link 2026-01-29T20:50Z [---] followers, [--] engagements
"What on earth I completely disagree with trumps stance here. Trump: when you make it too easy and cheap to build houses house prices come down. I don't want to do that. Trump: when you make it too easy and cheap to build houses house prices come down. I don't want to do that"
X Link 2026-01-29T23:14Z [---] followers, [----] engagements
"@TheLongInvest Too much diversity to significantly outperform market"
X Link 2026-02-01T00:42Z [---] followers, [--] engagements
"Futures are UGLY tomorrow morning this gap will get eaten up. $eose $nbis $amd $oust $amzn"
X Link 2026-02-02T04:13Z [---] followers, [---] engagements
"@DeItaone Inflation is already under 2% @truflation"
X Link 2026-02-02T18:38Z [---] followers, [--] engagements
"@broheim777 Why do you think they wont be locked up after Feb [--] they have insider information on how q4 went and they havent released er yet"
X Link 2026-02-02T21:35Z [---] followers, [--] engagements
"@broheim777 Because they just did 2"
X Link 2026-02-02T21:39Z [---] followers, [--] engagements
"@broheim777 There plan is to pay down all Yorkville convertibles"
X Link 2026-02-02T22:03Z [---] followers, [--] engagements
"$now software is getting crushed again today what is going on I may buy $now today ai is a tailwind not a headwind for them imo"
X Link 2026-02-03T15:25Z [---] followers, [---] engagements
"@MutaliskGluon @broheim777 Elon is great but often over promises"
X Link 2026-02-03T17:16Z [---] followers, [--] engagements
"@broheim777 I completely disagree there is no evidence of Capex slowdown and Lisa sue just said she expects 60% yoy datacenter growth for the next 3-5 years. For comparison they only grew datacenter segment 40% this year"
X Link 2026-02-03T22:12Z [---] followers, [--] engagements
"@bastian3902 @mvcinvesting Where was the revenue this past quarter then"
X Link 2026-02-05T23:09Z [---] followers, [--] engagements
"@bastian3902 @mvcinvesting I understand that I would just argue they should focus on making there new datacenter liquid cooled specifically [--] phase liquid cooling to support next gen GPUs"
X Link 2026-02-05T23:16Z [---] followers, [--] engagements
"@broheim777 And Greg wasson selling but yes with a large investment or order I would expect some institutional money to start flowing in"
X Link 2026-01-07T19:55Z [---] followers, [---] engagements
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