[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

# ![@crux_capital_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1888599248654233600.png) @crux_capital_ CruxCapital

CruxCapital posts on X about $almu, $nee, $xyl, infrastructure the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1888599248654233600/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1888599248654233600/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1888599248654233600/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1888599248654233600/c:line/m:posts_active.svg)

- X Week XXX +21%
- X Month XXX -XX%

### Followers: XXXXX [#](/creator/twitter::1888599248654233600/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1888599248654233600/c:line/m:followers.svg)

- X Week XXXXX +24%
- X Month XXXXX +132%

### CreatorRank: XXXXXXX [#](/creator/twitter::1888599248654233600/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1888599248654233600/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1888599248654233600/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[$almu](/topic/$almu) #1, [$nee](/topic/$nee) #7, [$xyl](/topic/$xyl) #1, [infrastructure](/topic/infrastructure) #2048, [$bmi](/topic/$bmi) #1, [$tost](/topic/$tost) 2.07%, [$par](/topic/$par) 2.07%, [$lspd](/topic/$lspd) 2.07%, [investment](/topic/investment) #3339, [par](/topic/par) XXXX%

**Top accounts mentioned or mentioned by**
[@photoncap](/creator/undefined) [@food_deco](/creator/undefined) [@icon00007](/creator/undefined) [@gainzville21](/creator/undefined) [@frameworkwisely](/creator/undefined) [@etheltrades11](/creator/undefined) [@peloswing](/creator/undefined) [@dancarlson33](/creator/undefined) [@fooddeco](/creator/undefined) [@fairpathadvisor](/creator/undefined) [@glgoodwin22](/creator/undefined) [@sun_finn66909](/creator/undefined) [@craft32831](/creator/undefined) [@marcusredpilius](/creator/undefined) [@stockrocket1](/creator/undefined) [@maximusholla](/creator/undefined) [@hcahealthcare](/creator/undefined) [@whitefiber](/creator/undefined) [@liortal](/creator/undefined) [@cyngn](/creator/undefined)

**Top assets mentioned**
[NextEra Energy Inc (NEE)](/topic/$nee) [Xylem Inc (XYL)](/topic/$xyl) [Bridge Mutual (BMI)](/topic/$bmi) [Toast, Inc. (TOST)](/topic/$tost) [Parachute (PAR)](/topic/$par) [Lightspeed Commerce Inc. (LSPD)](/topic/$lspd) [Iron Mountain Inc (IRM)](/topic/$irm) [Itron Inc (ITRI)](/topic/$itri) [uniQure N.V. (QURE)](/topic/$qure) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [IREN Limited (IREN)](/topic/iren-limited) [Bitcoin (BTC)](/topic/bitcoin) [Artificial Intelligence (AI4)](/topic/$ai4) [BigBear.ai Holdings, Inc. (BBAI)](/topic/$bbai) [PepsiCo, Inc. (PEP)](/topic/$pep) [Waste Management, Inc. (WM)](/topic/$wm) [Novo-Nordisk (NVO)](/topic/$nvo) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Bitcoin Incognito (XBI)](/topic/$xbi) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Illumina, Inc. (ILMN)](/topic/illumina-inc) [MP Materials Corp. (MP)](/topic/$mp) [Ameresco, Inc. (AMRC)](/topic/$amrc)
### Top Social Posts [#](/creator/twitter::1888599248654233600/posts)
---
Top posts by engagements in the last XX hours

"4/24 Rubrik Inc. $RBRK Thesis: Rubrik is a cybersecurity leader focused on the critical niche of data security and cyber resilience. In an environment of escalating ransomware attacks and data breaches its platform is essential for enterprises that need to ensure their data is immutable and can be recovered instantly. Rubrik's "Zero Trust" data management architecture is designed to protect a company's most valuable asset making it a key beneficiary of the secular growth in cybersecurity spending. Levels to Watch: The chart shows the stock in a broad multi-month consolidation phase after a"  
[X Link](https://x.com/crux_capital_/status/1975602375860863083) [@crux_capital_](/creator/x/crux_capital_) 2025-10-07T16:41Z 1683 followers, XXX engagements


"5/24 IREN Limited $IREN Thesis: IREN is strategically pivoting its business model to capitalize on the explosive demand for AI computing. The company is leveraging its expertise in building and operating high-efficiency data centers originally designed for Bitcoin mining to serve the High-Performance Computing (HPC) and AI cloud services market. This transition diversifies its revenue away from crypto volatility and repositions IREN as an emerging infrastructure provider for the AI revolution all while maintaining its foundation of using XXX% renewable energy. Levels to Watch: The chart is"  
[X Link](https://x.com/crux_capital_/status/1975602378822066477) [@crux_capital_](/creator/x/crux_capital_) 2025-10-07T16:41Z 1682 followers, XXX engagements


"18/24 Inc. $BBAI Thesis: provides artificial intelligence and machine learning-powered decision support solutions with a primary focus on the U.S. defense intelligence and federal civilian sectors. The company's platforms specialize in predictive analytics processing vast datasets to provide actionable intelligence for mission-critical environments. By building a strong incumbency within the federal government has established a stable revenue base and is now leveraging that expertise to expand into commercial markets. Levels to Watch: The stock has been in a broad volatile uptrend for most of"  
[X Link](https://x.com/crux_capital_/status/1975602417686528490) [@crux_capital_](/creator/x/crux_capital_) 2025-10-07T16:41Z 1693 followers, XXX engagements


"Navigating the Political Climate $NEE A potential Trump administration presents a complex landscape. There's a fascinating contradiction: Trump has spoken of the need for new generation to fuel AI data centers yet his administration is actively hostile to renewables which are often the quickest and cheapest sources of new power. This creates a tense policy environment. However NextEra has a plan. CEO John Ketchum described the new legislation as "tough but constructive" outlining a strategy to "safe harbor" its project pipeline through 2029 by locking in tax credits before deadlines. This"  
[X Link](https://x.com/crux_capital_/status/1977091953503485971) [@crux_capital_](/creator/x/crux_capital_) 2025-10-11T19:20Z 1682 followers, XXX engagements


"Final Thesis: The Asymmetric Opportunity To sum it up $OSS presents a compelling asymmetric risk/reward opportunity. It is a pure-play investment in the foundational hardware layer of the AI revolution at the tactical edge. The company is at an inflection point with a new deeply experienced CEO who is actively de-risking the execution of a massive validated $1B+ sales pipeline. With a transformative $200M+ sole-source government contract providing a potential revenue floor and a clear strategic pivot toward higher-margin business the disconnect between its current micro-cap valuation and its"  
[X Link](https://x.com/crux_capital_/status/1977731556379963586) [@crux_capital_](/creator/x/crux_capital_) 2025-10-13T13:42Z 1693 followers, XXX engagements


"Major news for Cyngn $CYN today as the company announced a commercial deployment of its DriveMod Tugger with G&J Pepsi the largest independent $PEP bottler in the United States. This partnership is a significant milestone. G&J Pepsi is a nearly century-old company with over 1900 employees and a portfolio of 650+ products serving customers across Ohio and Kentucky. The deployment of Cyngn's autonomous vehicles is timed with the completion of G&J Pepsi's new 77000-square-foot warehouse expansion. According to G&J's VP of Manufacturing & Quality the integration of DriveMod is intended to address"  
[X Link](https://x.com/crux_capital_/status/1978289809899901337) [@crux_capital_](/creator/x/crux_capital_) 2025-10-15T02:40Z 1695 followers, 1263 engagements


"Xylem's Digital Brain $XYL Xylem's competitive advantage is its aggressive push into digital solutions. The company marries its world-class hardware with service-oriented offerings like data analytics and data-driven insights into water consumption patterns. This strategy was powerfully accelerated by its acquisition of Evoqua Water Technologies a move that significantly boosted its capabilities in advanced water treatment and expanded its digital portfolio. This allows Xylem to offer sophisticated solutions that help customers not only manage water but also optimize its use reduce waste and"  
[X Link](https://x.com/crux_capital_/status/1978439476616520108) [@crux_capital_](/creator/x/crux_capital_) 2025-10-15T12:35Z 1697 followers, XXX engagements


"The Investment Thesis The conclusion is clear: the physical demands of the AI revolution have created a non-negotiable multi-decade tailwind for intelligent water technology. This is a structural necessity. After deep analysis of the companies building the picks and shovels for this new era I've identified one that stands out for its focused strategy superior business model and foundational role in this ecosystem. I've taken a position. In my next thread I'll break down the company and my full thesis. Stay tuned. $NVDA $ITRI $XYL $ITRI $BMI #WaterTech #Infrastructure"  
[X Link](https://x.com/crux_capital_/status/1978439502755438712) [@crux_capital_](/creator/x/crux_capital_) 2025-10-15T12:35Z 1695 followers, XXX engagements


"A Fortress Balance Sheet $ALMU Aeluma is in an incredibly strong position to execute its growth plan. The company has a fortress balance sheet with zero debt. They are fresh off the recent oversubscribed public offering that raised $XXXX million boosting their pro-forma cash balance to an estimated $XXXX million. This provides a long runway to scale manufacturing build inventory and fund operations without the financial pressure of needing to raise more capital in the short term. It is the kind of financial stability that allows a deep-tech company to focus purely on execution and to"  
[X Link](https://x.com/crux_capital_/status/1976279907698409913) [@crux_capital_](/creator/x/crux_capital_) 2025-10-09T13:33Z 1751 followers, XXX engagements


"I am hard at work this weekend to bring you all some really solid deep dives I'll be diving in to the following: $ALMU Advanced semiconductor sensors $OSS Rugged AI computing at the edge $QUIK Ultra-low-power programmable chips $NEE World's largest renewable energy generator $STEM AI-powered energy storage software Please follow along and share with anyone interested"  
[X Link](https://x.com/crux_capital_/status/1977012373673369686) [@crux_capital_](/creator/x/crux_capital_) 2025-10-11T14:04Z 1750 followers, 1997 engagements


"The Bull Case: A ground-floor opportunity $STEM The bull case is simple and powerful. This is a chance to invest in a potential category-defining software company at the ground floor. They have the proven AI the massive market tailwinds and now the first real proof points of a successful business model pivot. If execution continues the market will likely re-rate $STEM as a high-growth high-multiple SaaS company not a struggling industrial firm. That implies a significantly higher valuation down the road"  
[X Link](https://x.com/crux_capital_/status/1977447225371570465) [@crux_capital_](/creator/x/crux_capital_) 2025-10-12T18:52Z 1749 followers, XXX engagements


"The final take $STEM So what is the final take $STEM is a high-conviction speculative bet on a software-driven energy future. The risks are real and should not be ignored. This is not an investment for the faint of heart. But for those who understand high-growth tech turnarounds and have a tolerance for volatility this could be one of the most exciting stories in the market today. The transformation is underway"  
[X Link](https://x.com/crux_capital_/status/1977447228202774727) [@crux_capital_](/creator/x/crux_capital_) 2025-10-12T18:52Z 1749 followers, XXX engagements


"The AI and Green Energy booms are creating a tidal wave of toxic e-waste. But inside this digital landfill lies a multi-billion dollar opportunity the market is completely ignoring. Heres the next great overlooked trade. $NVDA $NEE $WM #Ewaste"  
[X Link](https://x.com/crux_capital_/status/1979228951236219355) [@crux_capital_](/creator/x/crux_capital_) 2025-10-17T16:52Z 1751 followers, XXX engagements


"Looking forward to building lots of positions next week This weekend ill post the XX stocks I will be purchasing I'll also include the levels I'll be watching And a quick investment hypothesis Tune in $NBIS $POET $ALMU $OSS $STEM $CLPT $IRM $WYFI $XYL $QURE"  
[X Link](https://x.com/crux_capital_/status/1979303773026836659) [@crux_capital_](/creator/x/crux_capital_) 2025-10-17T21:49Z 1751 followers, 2557 engagements


"🔹 $NVO (Novo Nordisk) Q2 performance was solidbut the tone has changed. Sales up XX% but 2025 guidance was cut to XXX% CEO transition announced Over XXX lawsuits filed against GLP-1 compounders R&D pipeline streamlined to control costs A defensive posture from a historically aggressive leader"  
[X Link](https://x.com/crux_capital_/status/1953883587281072204) [@crux_capital_](/creator/x/crux_capital_) 2025-08-08T18:18Z 1701 followers, XX engagements


"Fintech $GRAB This is the hidden engine. Financial services revenue jumped XX% YoY in Q2 to $84M. Loan disbursements hit $721M for the quarter and the outstanding loan book grew XX% YoY to $708M. Deposits at their digital banks in Singapore and Malaysia reached $1.5B. The fintech unit is not profitable yet but that is expected with lending growth and credit provisioning. Management targets breakeven by late 2026. The strategy is clear: use all the consumer and merchant data from rides and deliveries to underwrite loans and sell insurance more efficiently. With 46M active users even modest"  
[X Link](https://x.com/crux_capital_/status/1965621152942055558) [@crux_capital_](/creator/x/crux_capital_) 2025-09-10T03:39Z 1707 followers, XXX engagements


"Neurological disease costs America nearly $800B annually. ClearPoint Neuro $CLPT has effectively built the platform that makes cell & gene therapies deliverable to the brain and spine. 15+ years of IP 60+ partners 100+ centers. Let's dive in to my latest investment🧵 $QURE #MedTech #Biotech #CellTherapy $XBI $IBB @ClearPointNeuro"  
[X Link](https://x.com/crux_capital_/status/1973118135009165649) [@crux_capital_](/creator/x/crux_capital_) 2025-09-30T20:09Z 1702 followers, 5917 engagements


"Big news from $PGY today. They expanded their credit facility to $132M a massive strategic step. Here's what this tells investors: First a colossal vote of confidence. Top-tier banks like Wells Fargo TD Bank Citizens and BMO don't lead a credit facility without deep conviction in the business. This is Wall Street validating Pagaya's AI-driven approach to lending. Second this is fuel for growth. By doubling their revolving credit Pagaya now has substantial firepower to scale operations expand its partner network and fund additional loans. It provides immense flexibility to capitalize on market"  
[X Link](https://x.com/crux_capital_/status/1973772050906189949) [@crux_capital_](/creator/x/crux_capital_) 2025-10-02T15:28Z 1697 followers, 1159 engagements


"9/24 ClearPoint Neuro Inc. $CLPT Thesis: ClearPoint Neuro provides the premier navigation platform for minimally-invasive neurological procedures. Its MRI-guided system is a critical enabling technology for the biopharmaceutical industry allowing for the precise real-time delivery of gene therapies biologics and other treatments directly to the brain. As the pipeline of novel therapies for diseases like Parkinson's Epilepsy Huntington's Disease and Alzheimer's continues to grow ClearPoint is positioned as a key "picks and shovels" partner. The company represents a bet on the success of the"  
[X Link](https://x.com/crux_capital_/status/1975602391203651859) [@crux_capital_](/creator/x/crux_capital_) 2025-10-07T16:41Z 1697 followers, XXX engagements


"14/24 PDS Biotechnology Corporation $PDSB Thesis: PDS Biotechnology is a clinical-stage immuno-oncology company developing a pipeline of cancer therapies based on its proprietary Versamune platform which is designed to activate a potent targeted T-cell response. With multiple clinical programs underway including for HPV-associated cancers the company has several shots on goal. This is a high-risk high-reward turnaround candidate. After a prolonged and severe downturn the stock is trading at a valuation that reflects significant market skepticism while the potential for a single positive"  
[X Link](https://x.com/crux_capital_/status/1975602405325873588) [@crux_capital_](/creator/x/crux_capital_) 2025-10-07T16:41Z 1697 followers, XXX engagements


"15/24 Illumina Inc. $ILMN Thesis: Illumina is the global leader in DNA sequencing providing the foundational hardware and consumables that power the genomics industry. Its platforms are the standard in research clinical and pharmaceutical labs enabling advancements in personalized medicine oncology and genetic disease research. After navigating a period of strategic challenges and increased competition the investment thesis is centered on the long-term secular growth of genomics and a return to stable execution for this mature market leader. Levels to Watch: The stock is currently at a major"  
[X Link](https://x.com/crux_capital_/status/1975602408035324144) [@crux_capital_](/creator/x/crux_capital_) 2025-10-07T16:41Z 1697 followers, XXX engagements


"23/24 MP Materials Corp. $MP Thesis: MP Materials the largest producer of rare-earth elements in the Western Hemisphere and a key component of the U.S. domestic supply chain for materials essential to electrification and national defense. The powerful magnets derived from its rare earths are indispensable for electric vehicle (EV) motors wind turbines and advanced defense systems. MP Materials is a strategic long-term play on the green energy transition and the geopolitical imperative to secure a non-Chinese supply of these critical materials. Levels to Watch: The stock is a market leader in"  
[X Link](https://x.com/crux_capital_/status/1975602432156836109) [@crux_capital_](/creator/x/crux_capital_) 2025-10-07T16:41Z 1699 followers, XXX engagements


"What's one stock that you really want to own but don't yet have a position $AMRC is mine. I'm tempted to get in now and DCA because I think the valuation is fair even with this run up"  
[X Link](https://x.com/crux_capital_/status/1976299061193080932) [@crux_capital_](/creator/x/crux_capital_) 2025-10-09T14:49Z 1728 followers, XXX engagements


"The most significant anticipated milestone for $ALMU is the formal announcement of a high-volume U.S. foundry partner a development CEO Klamkin indicated in May was expected "within months". This event is fundamentally important because it represents the company's pivotal transition from its current R&D and pilot-scale operations to true mass manufacturing capabilities. Aeluma's in-house facility is designed for innovation and fulfilling smaller strategic contracts not for producing millions of chips for the consumer or automotive industries. A foundry partnership provides Aeluma access to a"  
[X Link](https://x.com/crux_capital_/status/1976367063678714176) [@crux_capital_](/creator/x/crux_capital_) 2025-10-09T19:20Z 1702 followers, 1750 engagements


"Getting increasingly bullish on $ALMU The company is officially targeting a $4.9B Serviceable Available Market (SAM) for 2030. CEO has reportedly aligned with analyst projections forecasting $3.33B in revenue by then implying a goal to capture XX% of that market. What could that mean for valuation Using current EV/Sales multiples: At 6.5x ($LAZR comp) it implies a $22B EV. At 11x ($MRVL comp) it implies a $37B EV. Even at 1x it implies a 3.3B EV Current market cap 300M Disclaimer: This is speculative modeling based on analyst projections reportedly aligned with the CEO not a guarantee of"  
[X Link](https://x.com/crux_capital_/status/1976662821804106209) [@crux_capital_](/creator/x/crux_capital_) 2025-10-10T14:55Z 1697 followers, 2879 engagements


"CEO Klamkin stated in May that he expected to announce a U.S.-based foundry partner "within months." $ALMU This is the single most important milestone on the horizon. Aeluma's in-house facility is for R&D and small-batch production but they need a massive factory to produce millions of chips for the consumer and auto markets. This partnership gives them access to a multi-billion dollar fab without the cost validating their entire "capital-light" strategy. It proves their proprietary process can be integrated into a standard high-volume manufacturing line. It's the event that signals to the"  
[X Link](https://x.com/crux_capital_/status/1978105999165993069) [@crux_capital_](/creator/x/crux_capital_) 2025-10-14T14:29Z 1707 followers, 5845 engagements


"$ALMU I don't really care much about day to day action with my long term holds but I've got to say that this looks pretty nice to me Seeing high volume push through both a multi month trendline and a recent resistance Depending on macro id love to see a retest of either the XXXXX level or even that downtrend and bounce from there for a continuation to recent highs But again while it's cool seeing the port go up this day to day doesnt mean much to me especially if its being manipulated by cooking oil drama"  
[X Link](https://x.com/crux_capital_/status/1978286107088634180) [@crux_capital_](/creator/x/crux_capital_) 2025-10-15T02:25Z 1706 followers, 1713 engagements


"I've spent the last week deep-diving into the physical infrastructure of AI What I found blew my mind. There's a critical non-negotiable resource dependency that underpins the entire revolution. Let's dive in.🧵 $NVDA $ITRI $XYL $ITRI $BMI"  
[X Link](https://x.com/crux_capital_/status/1978439456798425434) [@crux_capital_](/creator/x/crux_capital_) 2025-10-15T12:34Z 1751 followers, 1513 engagements


"The Foundation: AI's Unquenchable Thirst The AI revolution runs on two things: massive computational power and the water needed to cool it. Every AI model training session and every complex query generates immense heat. To prevent meltdown data centers use vast amounts of water for cooling. A single large facility can consume up to X million gallons per day the same as a small city. This dependency extends to the very heart of AI: semiconductor manufacturing. A single chip fabrication plant can use up to XX million gallons of ultrapure water daily just to clean silicon wafers. This creates a"  
[X Link](https://x.com/crux_capital_/status/1978439460665930159) [@crux_capital_](/creator/x/crux_capital_) 2025-10-15T12:34Z 1697 followers, XXX engagements


"The Scale of the Problem The numbers are staggering. Microsofts water consumption surged XX% in a single year a jump directly attributed to its AI infrastructure expansion. Globally chipmakers are already consuming as much water as the entire city of Hong Kong. This demand is only accelerating. The semiconductor sector's water use is projected to grow by a mid-to-high single-digit percentage each year driven by both capacity expansion and the increasing complexity of advanced chips. This is a colossal physical footprint. The exponential growth promised by AI has a direct and compounding"  
[X Link](https://x.com/crux_capital_/status/1978439463564120524) [@crux_capital_](/creator/x/crux_capital_) 2025-10-15T12:35Z 1697 followers, XXX engagements


"The Solution: The Rise of "Digital Water" The crisis created by AI's thirst can only be solved with a new generation of technology. One of the solutions is a high-growth high-tech ecosystem focused on intelligent water management. This is the "Digital Water" sector. These companies are building the essential tools for the AI revolution with products like the sensors software and advanced treatment systems that allow industries to recycle purify and manage water with unprecedented efficiency. The smart water management market is projected to grow at a powerful XXXX% CAGR reaching over $50"  
[X Link](https://x.com/crux_capital_/status/1978439470237233607) [@crux_capital_](/creator/x/crux_capital_) 2025-10-15T12:35Z 1697 followers, XXX engagements


"The Orchestrator: Xylem $XYL Xylem is a pure-play global water technology leader perfectly positioned to address this crisis. The company operates across the entire water lifecycle providing the essential hardware and crucially the digital intelligence needed for modern water management. Xylem designs and manufactures everything from advanced pumps and treatment equipment to the smart metering technologies that form the backbone of intelligent water systems. $XYL acts as an orchestrator of comprehensive solutions for municipal industrial and commercial customers worldwide. For industries with"  
[X Link](https://x.com/crux_capital_/status/1978439473063924134) [@crux_capital_](/creator/x/crux_capital_) 2025-10-15T12:35Z 1697 followers, XXX engagements


"Xylem's Global Impact $XYL Xylem's reach is global and its technology is already delivering tangible results. The company partners with cities and industries to solve their most pressing water challenges from scarcity and aging infrastructure to the need for greater resilience. In September 2025 Xylem announced a partnership with Amazon to deploy smart water upgrades in Mexico City and Monterrey aiming to save over XXX billion liters of water annually by reducing leaks and improving supply for thousands of residents. This is a perfect example of the company's mission in action: using"  
[X Link](https://x.com/crux_capital_/status/1978439480068755577) [@crux_capital_](/creator/x/crux_capital_) 2025-10-15T12:35Z 1730 followers, XXX engagements


"The Data Specialist: Badger Meter $BMI If Xylem is the orchestrator Badger Meter is the data specialist. With a history of innovation spanning over a century BMI has evolved from a traditional meter manufacturer into a focused leader in smart water solutions. The company provides the high-tech nervous system for water utilities specializing in the flow measurement devices and most importantly the data analytics software that turns raw consumption data into actionable intelligence. Badger Meter's core value proposition is enabling its customers to see understand and optimize their water"  
[X Link](https://x.com/crux_capital_/status/1978439482925068516) [@crux_capital_](/creator/x/crux_capital_) 2025-10-15T12:35Z 1729 followers, XXX engagements


"Badger Meter's Tech Stack: BEACON & ORION $BMI The heart of Badger Meter's digital offering is the combination of its ORION Cellular endpoints and the BEACON Advanced Metering Analytics software platform. The ORION endpoints are smart devices that attach to water meters and transmit high-resolution consumption data directly over existing cellular networks. This eliminates the need for utilities to build and maintain their own costly communication infrastructure. This data is then fed into the cloud-based BEACON platform a powerful software suite that gives utilities a real-time dashboard to"  
[X Link](https://x.com/crux_capital_/status/1978439485911118024) [@crux_capital_](/creator/x/crux_capital_) 2025-10-15T12:35Z 1731 followers, XXX engagements


"Badger Meter's Business Model Revolution $BMI What makes Badger Meter a true innovator is its business model. The company has aggressively shifted from one-time hardware sales to a recurring revenue model built on SaaS and MaaS (Metering-as-a-Service). Through its netAMP Enabled partnership utilities can deploy a full-scale smart metering system with no upfront capital cost instead paying a predictable monthly subscription fee that covers everything from hardware and software to installation and maintenance. This brilliantly lowers the barrier to entry for smaller utilities to adopt advanced"  
[X Link](https://x.com/crux_capital_/status/1978439489954410566) [@crux_capital_](/creator/x/crux_capital_) 2025-10-15T12:35Z 1709 followers, XXX engagements


"The Grid Edge Expert: Itron $ITRI Itron is a technology leader that provides comprehensive solutions for managing both energy and water positioning it as a key player in the broader smart infrastructure landscape. While its expertise spans multiple utilities its smart water solutions are a core part of its business. Itron provides the smart meters communication networks and software that enable utilities to collect and analyze critical data about water consumption and distribution. The company's vision is to create an open interoperable platform that allows utilities and cities to connect and"  
[X Link](https://x.com/crux_capital_/status/1978439493406618026) [@crux_capital_](/creator/x/crux_capital_) 2025-10-15T12:35Z 1709 followers, XXX engagements


"Itron's AI in Action $ITRI Itron is not just talking about AI. But rather it is actively deploying it to solve concrete problems. The company's Pipe Asset Management solution explicitly uses AI and Machine Learning to analyze system data and predict which water mains are at the highest risk of failure. This allows utilities to move from a reactive "break-fix" model to a proactive predictive maintenance strategy saving millions in emergency repair costs and preventing catastrophic water loss. Itron is doubling down on this strategy recently signing a definitive agreement to acquire Urbint an"  
[X Link](https://x.com/crux_capital_/status/1978439496845689096) [@crux_capital_](/creator/x/crux_capital_) 2025-10-15T12:35Z 1709 followers, XXX engagements


"Itron's Vision: Distributed Intelligence $ITRI Itron's most forward-looking strategy is its push into "Distributed Intelligence" (DI). This is the concept of moving computing power and decision-making from a central server to the "edge" of the network directly into devices like smart meters. This "edgility" allows for real-time analysis and action enabling the grid to respond instantly to changing conditions without latency. For a water utility this could mean a network of meters that can communicate with each other to intelligently manage pressure or isolate leaks automatically. Itron is"  
[X Link](https://x.com/crux_capital_/status/1978439500008448257) [@crux_capital_](/creator/x/crux_capital_) 2025-10-15T12:35Z 1729 followers, XXX engagements


"The Core Holding: Xylem $XYL Xylem is the foundational play for this entire megatrend. With an $XXX billion revenue run-rate it is a diversified global giant whose platform is uniquely positioned to solve water challenges at an industrial scale. An investment in Xylem is a bet on the entire water infrastructure ecosystem. Their business is incredibly resilient with revenue balanced across segments like Water Infrastructure and Applied Water and geographically spread across the US Europe and key Emerging Markets. For any large-scale industrial or municipal project from building a new treatment"  
[X Link](https://x.com/crux_capital_/status/1978818439667142666) [@crux_capital_](/creator/x/crux_capital_) 2025-10-16T13:40Z 1710 followers, XX engagements


"Xylem's Industrial Powerhouse $XYL Xylem's strategic acquisition of Evoqua was a game-changing move that transformed it into an industrial water powerhouse. The combined portfolio now covers the entire water cycle which is absolutely critical for the high-tech industries fueling the AI revolution. Their investor presentation highlights this synergy with concrete multi-million dollar wins for data centers and microprocessor manufacturers providing tangible proof of their market penetration. They provide the mission-critical advanced treatment cooling solutions and water recycling systems that"  
[X Link](https://x.com/crux_capital_/status/1978818442900984295) [@crux_capital_](/creator/x/crux_capital_) 2025-10-16T13:40Z 1710 followers, XX engagements


"Xylem's Digital Brain $XYL Beyond the world-class hardware Xylem is building the "digital brain" for water management. Their stated strategy is to meet customers wherever they are on their digital journey moving them from simple data collection to true decision intelligence. This is where technologies like Digital Twins come into play. These are virtual models of entire water networks that can simulate scenarios predict failures and optimize operations in real-time. By integrating data from millions of connected assets Xylem is creating an intelligent interoperable platform that enhances the"  
[X Link](https://x.com/crux_capital_/status/1978818445774143940) [@crux_capital_](/creator/x/crux_capital_) 2025-10-16T13:40Z 1710 followers, XX engagements


"The "Core & Satellite" Strategy So why own both Because they are complementary not redundant. Holding $XYL and $BMI together creates a powerful "core and satellite" portfolio for this thesis. $XYL is the core a stable diversified global leader that builds the water infrastructure "highways." $BMI is the satellite a focused high-growth technology leader that provides the "smart sensors" for those highways. With Xylem you own a piece of the entire global water value chain capturing large-scale industrial and municipal projects. With Badger Meter you own a concentrated piece of the high-margin"  
[X Link](https://x.com/crux_capital_/status/1978818459585921317) [@crux_capital_](/creator/x/crux_capital_) 2025-10-16T13:41Z 1732 followers, XX engagements


"Thank you very much I really appreciate that. The demand is clearly genuine but $CRWV and $NBIS represent two different ways to play it. CoreWeave is the incumbent. Its thesis is built on immense operational scale and the massive $XX billion-dollar contract portfolio anchored by OpenAI. Its a powerful straightforward bet on compute demand but it also carries significant leverage to fund that build-out. Nebius is the hyper-growth story. Its recent 600%+ year-over-year revenue growth is phenomenal and the new Microsoft partnership is a powerful validation that de-risks its forward path. The key"  
[X Link](https://x.com/crux_capital_/status/1979556455343960555) [@crux_capital_](/creator/x/crux_capital_) 2025-10-18T14:33Z 1751 followers, XXX engagements


"8/24 uniQure $QURE Thesis: On September XX 2025 uniQure announced landmark positive data from its pivotal Phase X trial of AMT-130 for Huntington's disease a fatal neurodegenerative disorder with no effective treatments. The gene therapy showed a statistically significant XX% slowing in the progression of motor symptoms positioning AMT-130 for regulatory approval as a potential billion-dollar first-in-class therapy. This event fundamentally de-risks the company's pipeline and transitions it from a speculative clinical-stage biotech to a commercial-bound entity with a validated high-value"  
[X Link](https://x.com/crux_capital_/status/1975602387596546319) [@crux_capital_](/creator/x/crux_capital_) 2025-10-07T16:41Z 1736 followers, XXX engagements


"The Dual-Power Model $NEE NextEras genius is its structure. It uses the steady predictable cash from its regulated utility Florida Power & Light (FPL) to fund the massive growth of NextEra Energy Resources (NEER) its world-leading renewables arm. This structure acts as a powerful internal capital allocation machine. FPL's reliable regulator-approved returns provide a low-cost source of funding that NEER deploys into higher-growth long-term contracted renewable projects. This powerful internal capital engine is its secret weapon allowing it to self-fund huge projects reduce reliance on"  
[X Link](https://x.com/crux_capital_/status/1977091934884970648) [@crux_capital_](/creator/x/crux_capital_) 2025-10-11T19:20Z 1737 followers, XXX engagements


"Fueling the Future of AI $NEE The AI revolution runs on electricity and demand is exploding. NextEra is uniquely positioned to meet this challenge. The company is pursuing an "all-of-the-above" strategy to provide the 24/7 reliable power that data centers demand. This includes partnering with GE Vernova to develop new gas-fired plants and exploring the restart of its Duane Arnold nuclear plant in Iowa. It's also signing huge deals directly with tech giants like an 860-megawatt agreement with $GOOG. By joining the AI Infrastructure Partnership NEE is moving beyond single projects to help build"  
[X Link](https://x.com/crux_capital_/status/1977091947484659980) [@crux_capital_](/creator/x/crux_capital_) 2025-10-11T19:20Z 1737 followers, XXX engagements


"A Broader Industrial Tailwind This thesis extends far beyond just AI. As @GerardBettson on my last thread astutely pointed out the same companies are critical for other 21st-century industries. The mandated cleanup of PFAS "forever chemicals" requires advanced treatment like ion exchange and reverse osmosis a market where $XYL and $ECL are leaders. Innovators like Aclarity are even pioneering on-site destruction technology in partnership with Xylem. Similarly the green hydrogen boom is impossible without a constant supply of ultrapure water for electrolysis creating another massive derivative"  
[X Link](https://x.com/crux_capital_/status/1978818462526173280) [@crux_capital_](/creator/x/crux_capital_) 2025-10-16T13:41Z 1736 followers, XX engagements


"The Green Energy Graveyard The transition to renewables has its own end-of-life problem that few are talking about through an investment lens. By 2050 we're looking at a global pile of XX to XX million tons of solar panel waste. Wind turbines are an even bigger challenge with the industry projected to generate XX million tons of blade waste annually by 2050. These massive composite structures are incredibly difficult and costly to recycle demanding innovative industrial-scale solutions that don't exist yet. This is a huge unsolved problem that someone will get paid handsomely to fix creating"  
[X Link](https://x.com/crux_capital_/status/1979228961470320969) [@crux_capital_](/creator/x/crux_capital_) 2025-10-17T16:52Z 1732 followers, XX engagements


"Driver 3: The Real Motivator is Fear For big companies the number one driver isn't saving the planet. It's saving themselves from financial ruin. The risk of a single data breach from an improperly discarded laptop or server is a massive multi-million dollar liability that can destroy a brand's reputation overnight. Certified secure data destruction is now an essential corporate function making ITAD services a non-negotiable operational expense. This demand is completely insulated from the economic cycle making it an incredibly durable investment theme. $PANW $GOOGL $MSFT #DataSecurity"  
[X Link](https://x.com/crux_capital_/status/1979228978465640598) [@crux_capital_](/creator/x/crux_capital_) 2025-10-17T16:52Z 1737 followers, XX engagements


"Investing in the Infrastructure Layer The companies set to win this gold rush are not your local garbage haulers. They are sophisticated technology and logistics platforms that have mastered the art of secure asset management. They offer certified data destruction value recovery through extensive global remarketing networks and advanced materials recycling at scale. They provide the critical infrastructure for this new circular economy. By controlling the most vital parts of the value chain they command significant pricing power and have a deep competitive moat. $IRM $CLH $PCT #investing"  
[X Link](https://x.com/crux_capital_/status/1979228981435208106) [@crux_capital_](/creator/x/crux_capital_) 2025-10-17T16:52Z 1737 followers, XX engagements


"1/ $TOST dominates small and mid sized restaurants with a sleek all in one POS and fintech platform. $PAR is building a unified enterprise system for chains that want one vendor for POS loyalty ordering and payments. $LSPD straddles retail and hospitality with multi industry cloud POS"  
[X Link](https://x.com/crux_capital_/status/1960346557213261898) [@crux_capital_](/creator/x/crux_capital_) 2025-08-26T14:20Z 1745 followers, XXX engagements


"2/ Growth rates differ. In Q2 2025 $PAR grew revenue XX% YoY subscription revenue 60%. $TOST delivered XX% revenue growth and raised full year guidance. $LSPD grew XX% on a smaller base. PAR shows the fastest acceleration while Toast benefits from scale"  
[X Link](https://x.com/crux_capital_/status/1960346558526095455) [@crux_capital_](/creator/x/crux_capital_) 2025-08-26T14:20Z 1745 followers, XXX engagements


"3/ ARR scale matters. $TOST leads with $1.9B ARR. $PAR is smaller at $287M ARR but growing faster organically. $LSPD lags with ARR near $700M across retail and hospitality. Investors must weigh scale versus velocity"  
[X Link](https://x.com/crux_capital_/status/1960346559780147705) [@crux_capital_](/creator/x/crux_capital_) 2025-08-26T14:20Z 1745 followers, XXX engagements


"4/ Profitability tells another story. $TOST posted GAAP EPS of $XXXX in Q2 up XXX% YoY. $PAR just hit positive adjusted EBITDA at $5.5M. $LSPD still operates at a loss with negative operating margins. Toast has clear momentum while PAR is just turning the corner"  
[X Link](https://x.com/crux_capital_/status/1960346560946204789) [@crux_capital_](/creator/x/crux_capital_) 2025-08-26T14:20Z 1745 followers, XXX engagements


"5/ Valuation comparisons are striking. $TOST trades at XXXX EV/ARR reflecting leadership and profitability. $PAR trades near XXX EV/ARR. $LSPD is the cheapest at XXX EV/Sales. Each valuation reflects different risk reward dynamics"  
[X Link](https://x.com/crux_capital_/status/1960346562258993234) [@crux_capital_](/creator/x/crux_capital_) 2025-08-26T14:20Z 1745 followers, XXX engagements


"6/ Competitive positioning: $TOST thrives with SMB restaurants. $PAR focuses on enterprise chains offering end to end integration and cross sell. $LSPD spreads across retail e commerce and hospitality. PAR stands out for its differentiated enterprise only focus"  
[X Link](https://x.com/crux_capital_/status/1960346563487866904) [@crux_capital_](/creator/x/crux_capital_) 2025-08-26T14:20Z 1745 followers, XXX engagements


"7/ Recent strategy moves: $TOST expanded fintech services including payroll and capital products. $PAR acquired TASK Stuzo Delaget and GoSkip to broaden its enterprise stack. $LSPD streamlined costs and doubled down on omni channel retail"  
[X Link](https://x.com/crux_capital_/status/1960346564729458777) [@crux_capital_](/creator/x/crux_capital_) 2025-08-26T14:20Z 1745 followers, XXX engagements


"8/ Analyst sentiment: $TOST enjoys strong Buy ratings with raised targets after earnings. $PAR also carries a Strong Buy consensus with $XX average PT XX% upside from here. $LSPD is mixed with Hold ratings some calling it a value trap despite cheap valuation"  
[X Link](https://x.com/crux_capital_/status/1960346566079951020) [@crux_capital_](/creator/x/crux_capital_) 2025-08-26T14:20Z 1745 followers, XXX engagements


"10/ Stock performance: $TOST trades $XX up XX% YTD. $PAR trades $XX down from $XX earlier this year. $LSPD trades $XX down XX% YTD. Toast shows strength PAR offers volatility and potential rebound Lightspeed reflects deep value risk"  
[X Link](https://x.com/crux_capital_/status/1960346567250219237) [@crux_capital_](/creator/x/crux_capital_) 2025-08-26T14:20Z 1745 followers, XXX engagements


"I've initiated a new long position in Cyngn $CYN This is a deep dive into a company attacking the massive industrial automation market with a unique capital-light strategy. It's a high-risk venture-style bet on a software-centric approach to a hardware-dominated world. Let's break it down. $CYN #investing #AI #robotics"  
[X Link](https://x.com/crux_capital_/status/1975382530703683671) [@crux_capital_](/creator/x/crux_capital_) 2025-10-07T02:07Z 1745 followers, 18.4K engagements


"6/24 WhiteFiber Inc. $WYFI Thesis: WhiteFiber is a pure-play on the global AI compute shortage. As a recent spin-off from Bit Digital $BTBT the company is repurposing existing data center infrastructure and power agreements to rapidly deploy GPU clusters for High-Performance Computing. This strategy allows them to bypass typical construction timelines and serve the growing waitlist of AI companies that need immediate access to compute positioning WYFI to capture revenue from the most supply-constrained segment of the AI market. Levels to Watch: The chart displays a strong and well-defined"  
[X Link](https://x.com/crux_capital_/status/1975602381648953468) [@crux_capital_](/creator/x/crux_capital_) 2025-10-07T16:41Z 1740 followers, 1168 engagements


"You may have noticed $POET getting a lot of attention lately with massive share and options volume This is part of a bigger story. The AI boom needs a new kind of plumbing to move massive amounts of data and small companies with game-changing tech are stepping up. Let's look at a few adjacent plays that could see similar explosive moves 🧵 $ALMU $LWLG"  
[X Link](https://x.com/crux_capital_/status/1975950757682888947) [@crux_capital_](/creator/x/crux_capital_) 2025-10-08T15:45Z 1745 followers, XXX engagements


"The Board: Experienced Oversight $CYN A core part of my investment thesis requires confidence in governance. Cyngn's independent directors bring extensive experience from major public companies. They are: Colleen Cunningham a retired finance executive; James McDonnell a veteran sales and marketing executive; and Karen Macleod an expert in talent and corporate strategy. This is a board built to provide rigorous oversight and strategic guidance which is crucial for a public company at this stage of its growth. $CYN"  
[X Link](https://x.com/crux_capital_/status/1976028238867751273) [@crux_capital_](/creator/x/crux_capital_) 2025-10-08T20:53Z 1744 followers, XXX engagements


"The AI revolution demands unprecedented power and political leaders are calling for a grid that can deliver. Meet the energy titan built for this moment turning utility stability into a clean energy empire. This is NextEra Energy. Let's Dive In $NEE 🧵"  
[X Link](https://x.com/crux_capital_/status/1977091932120924283) [@crux_capital_](/creator/x/crux_capital_) 2025-10-11T19:20Z 1745 followers, 3391 engagements


"Florida's Powerhouse $NEE The foundation of NextEra is FPL America's largest electric utility. It serves over XX million people in a state that's booming. Florida isn't just growing in population; its $1.7T economy is the 16th largest in the world. FPL is known for incredible reliability and keeping customer bills well below the national average. This operational excellence builds trust with regulators creating a stable environment for smart investments in grid modernization storm hardening and clean energy. These investments enhance service and expand the company's rate base upon which its"  
[X Link](https://x.com/crux_capital_/status/1977091938244608028) [@crux_capital_](/creator/x/crux_capital_) 2025-10-11T19:20Z 1745 followers, XXX engagements


"The Clean Energy Colossus $NEE If FPL is the foundation NEER is the growth engine. Its the world's largest generator of renewable energy from wind and sun and a leader in battery storage. With a generating capacity of XX GW and a project backlog of XX GW NEER dwarfs its pure-play competitors. This scale gives it a commanding presence and translates into deep operational expertise established supply chain relationships and brand recognition that attracts top-tier corporate customers. NEER's business model is also designed for stability centering on long-term fixed-price contracts (PPAs) with"  
[X Link](https://x.com/crux_capital_/status/1977091941369340134) [@crux_capital_](/creator/x/crux_capital_) 2025-10-11T19:20Z 1751 followers, XXX engagements


"A Legacy of Performance $NEE The numbers speak for themselves. Over the last XX years NextEra has delivered a stunning 1292% total shareholder return crushing both the S&P XXX and the utility index. During that time it has grown its adjusted earnings per share at X% annually and its dividend per share at XX% annually. The company has a 31-year track record of consecutive dividend increases a testament to its financial discipline. Management is confident this will continue guiding for X% to X% annual adjusted EPS growth through 2027 and targeting XX% annual dividend growth through at least"  
[X Link](https://x.com/crux_capital_/status/1977091944317939817) [@crux_capital_](/creator/x/crux_capital_) 2025-10-11T19:20Z 1751 followers, XXX engagements


"Building Tomorrow's Grid $NEE NextEra's growth pipeline is immense. The company plans to invest $XX billion through 2028 aiming to add between XXXX and XXXX GW of new renewables and storage capacity by 2027 alone. To put that in perspective XXXX GW is more than the entire generating capacity of many states. This pipeline is supported by a contracted backlog of nearly XX GW which means a significant portion of this future growth is already sold under long-term agreements providing strong visibility into future earnings. This aggressive expansion is designed to meet the skyrocketing demand from"  
[X Link](https://x.com/crux_capital_/status/1977091950517051681) [@crux_capital_](/creator/x/crux_capital_) 2025-10-11T19:20Z 1744 followers, XXX engagements


"What's Next on the Horizon $NEE A major upcoming catalyst is the pending FPL rate settlement with a decision expected in Q4 2025. If approved it would provide earnings clarity and a path for X% capital growth through 2029. The proposal also includes new competitive tariffs designed specifically to attract large-load customers like data centers to Florida. One tariff proposes an initial all-in price of $80/MWh for up to X GW of new load at three specific sites with close proximity to existing transmission. This is a clear aggressive move to make Florida a prime destination for data center"  
[X Link](https://x.com/crux_capital_/status/1977091956573716656) [@crux_capital_](/creator/x/crux_capital_) 2025-10-11T19:20Z 1743 followers, XXX engagements


"Leading the Pack $NEE Why does NextEra command a premium valuation It's their unmatched competitive advantages. Their massive scale allows for better pricing and terms. Their deep experience helps them navigate complex supply chains and permitting. And their data-driven approach to site selection and operations gives them a durable cost advantage. For example NEER uses advanced analytics to identify the highest-value grid locations for new projects. On the supply chain front the company has spent years diversifying and domesticating its supply chain including securing U.S.-made batteries for"  
[X Link](https://x.com/crux_capital_/status/1977091959539015887) [@crux_capital_](/creator/x/crux_capital_) 2025-10-11T19:20Z 1744 followers, XXX engagements


"The Bull vs. The Bear $NEE The investment case is compelling. The bull case: You get stable growing dividends from a top-tier utility plus exposure to the world's leading renewable growth engine perfectly positioned for the secular trends of electrification and decarbonization. The bear case: The stock trades at a premium P/E ratio relative to peers leaving little room for error. The valuation already prices in flawless execution of the massive $XX billion capital plan and a stable interest rate and policy environment. Any major project delays cost overruns or an unfavorable shift in state or"  
[X Link](https://x.com/crux_capital_/status/1977091962500251826) [@crux_capital_](/creator/x/crux_capital_) 2025-10-11T19:20Z 1743 followers, XXX engagements


"The Final Word $NEE NextEra Energy is a premium company for a reason. It's a bet on two of the biggest secular trends of our time: decarbonization and the electrification of everything. A complex powerful and fascinating story at the heart of the American energy sector. I have a long position because I want a broad basket of exposure to the upcoming demand on our grid and I expect NEE to be a main beneficiary I intend to DCA into this position over the next few days/weeks depending on the macro environment None of this is financial advice. Do your own research. This stock could be very"  
[X Link](https://x.com/crux_capital_/status/1977091965297836374) [@crux_capital_](/creator/x/crux_capital_) 2025-10-11T19:20Z 1744 followers, XXX engagements


"The Next 2-3 Years $ALMU Over the next few years we should be watching for a series of key execution milestones. First and foremost is the high-volume foundry partnership announcement. Following that the focus will shift to major commercial design wins. Announcing a deal with a Tier-1 automotive supplier or a major data center hardware company would be a massive validation that provides a line of sight to future recurring revenue. As they begin to ramp production with their new partner the key financial metric to watch will be gross margin improvement. This will be the clearest sign that"  
[X Link](https://x.com/crux_capital_/status/1977473761566929207) [@crux_capital_](/creator/x/crux_capital_) 2025-10-12T20:37Z 1745 followers, XXX engagements


"The Final Takeaway $ALMU When you put it all together the Aeluma story is incredibly compelling. They have a disruptive platform technology that solves fundamental problems in massive high-growth markets. They have a smart lower risk strategy of using government contracts to fund R&D on their way to commercialization. They have a fortress balance sheet with no debt and a world-class leadership team with direct experience scaling companies like NVIDIA. The execution risk in scaling a new semiconductor process is real but the potential reward is enormous. This is one to watch very closely."  
[X Link](https://x.com/crux_capital_/status/1977473763748048901) [@crux_capital_](/creator/x/crux_capital_) 2025-10-12T20:37Z 1745 followers, XXX engagements


"This is a story about a micro-cap tech company at a major inflection point. After years of flying under the radar One Stop Systems $OSS just brought in a top defense exec as CEO to execute on a newly-built $1B+ sales pipeline. His first major task: landing a $200M+ sole-source Army contract that could fundamentally reshape the company. Here's why $OSS is one to watch now 🧵"  
[X Link](https://x.com/crux_capital_/status/1977731510980809135) [@crux_capital_](/creator/x/crux_capital_) 2025-10-13T13:41Z 1746 followers, 2859 engagements


"On my least thread we talked about AIs massive thirst for water. As cooling demands surge infrastructure players tied to water management are set to become critical. Heres the framework Im using for my investing strategy to capture this demand and the two companies at the center of my thesis: $XYL and $BMI"  
[X Link](https://x.com/crux_capital_/status/1978818437066670090) [@crux_capital_](/creator/x/crux_capital_) 2025-10-16T13:40Z 1747 followers, XXX engagements


"The High-Growth Specialist: Badger Meter $BMI If Xylem is the broad foundational platform then Badger Meter is the focused high-growth specialist. BMI is a pure-play leader in the most critical layer of the "digital water" stack: the data itself. For over a century they have been an innovator in flow measurement. Today they provide the nervous system"for the smart water grid. This includes the high-precision smart meters that act as the network's sensors and the analytics software that provides the initial layer of intelligence. Any utility or industrial facility looking to deploy AI for"  
[X Link](https://x.com/crux_capital_/status/1978818448655516146) [@crux_capital_](/creator/x/crux_capital_) 2025-10-16T13:40Z 1744 followers, XX engagements


"BMI's Tech Stack: The Data Engine $BMI Badger Meter's strategy is built on a powerful and elegant tech stack. The ORION Cellular endpoints are the sensory organs transmitting high-resolution water usage data directly over existing cellular networks. This brilliantly eliminates the need for utilities to build and maintain their own costly and complex communication infrastructure. That data is then fed into the BEACON Advanced Metering Analytics platform a cloud-based software suite that provides utilities with a real-time dashboard to monitor their entire system automatically flag anomalies"  
[X Link](https://x.com/crux_capital_/status/1978818451440583083) [@crux_capital_](/creator/x/crux_capital_) 2025-10-16T13:40Z 1741 followers, XX engagements


"BMI's Superior Business Model $BMI This is the most compelling part of the Badger Meter story. The company has masterfully transitioned from a traditional hardware manufacturer to a high-margin recurring-revenue business. Their BEACON platform is sold as a SaaS subscription and their SaaS revenue is growing at a blistering XX% compound annual growth rate. Furthermore their Metering-as-a-Service model removes the high upfront capital cost for utilities allowing them to upgrade their systems by paying a predictable monthly fee. This accelerates technology adoption creates sticky long-term"  
[X Link](https://x.com/crux_capital_/status/1978818454116532658) [@crux_capital_](/creator/x/crux_capital_) 2025-10-16T13:40Z 1744 followers, XX engagements


"BMI's Industrial & AI Connection $BMI While much of Badger Meter's narrative focuses on municipal utilities the company is strategically positioned to capture demand from the on-shoring and AI boom. Their flow instrumentation product line explicitly targets water-related applications in markets like Building Automation and HVAC which are the core of data center cooling. In fact their own website highlights their solutions for "Overcoming the Challenges of Data Center Cooling." As new domestic fabs and data centers are built the need for precise measurement and control of water in their"  
[X Link](https://x.com/crux_capital_/status/1978818456930959857) [@crux_capital_](/creator/x/crux_capital_) 2025-10-16T13:40Z 1738 followers, XX engagements


"The Final Take: A Two-Pronged Approach The physical demands of the AI revolution have created a non-negotiable multi-decade tailwind for intelligent water technology. After deep analysis I believe the "core and satellite" strategy is the most robust way to invest in this theme. The synergy between building the global infrastructure $XYL and making it intelligent with high-margin data solutions $BMI is undeniable. This two-pronged approach provides both stability and aggressive growth potential. This is why I have taken positions in both companies as my high-conviction play on this structural"  
[X Link](https://x.com/crux_capital_/status/1978818465558585652) [@crux_capital_](/creator/x/crux_capital_) 2025-10-16T13:41Z 1744 followers, XXX engagements


"The AI Data Center Churn The AI revolution runs on a constant expensive hardware refresh cycle. To keep up with powerful new chips data center servers are being replaced every three to four years. This creates a continuous high-volume stream of retired IT assets that are packed with valuable components. This relentless churn is the primary engine behind the IT Asset Disposition (ITAD) market a specialized sector forecast to explode to over $XX billion by 2032. Every new AI chip sold today is a high-value recycling and data security contract tomorrow representing a predictable and growing"  
[X Link](https://x.com/crux_capital_/status/1979228958265872613) [@crux_capital_](/creator/x/crux_capital_) 2025-10-17T16:52Z 1746 followers, XX engagements


"From Lab to Fab: The Commercialization Plan So what is $ALMU doing right now to turn this incredible tech into revenue They have over XX active customer engagements and are shipping evaluation chips for qualification. Crucially they are already in pilot production with AIM Photonics proving out their manufacturing process at a larger scale. This is the critical de-risking phase bridging the gap from R&D to full commercialization. They are methodically executing the plan to get their chips into the hands of major players in AI and automotive with the next step being the announcement of a"  
[X Link](https://x.com/crux_capital_/status/1976279906020655318) [@crux_capital_](/creator/x/crux_capital_) 2025-10-09T13:33Z 1751 followers, XXX engagements


"The New Growth Engine $IRM The engine of this transformation is IRM's "growth portfolio" which consists of its Data Center Digital Solutions and Asset Lifecycle Management (ALM) divisions. These segments are collectively growing at over XX% and are on track to represent XX% of total revenue in 2025 up from just XX% in 2021. This is a critical point: these high-growth businesses are now contributing over X% to the company's total annual growth providing a powerful layer of acceleration on top of the stable cash-generating physical storage business"  
[X Link](https://x.com/crux_capital_/status/1979651170588401833) [@crux_capital_](/creator/x/crux_capital_) 2025-10-18T20:49Z 1751 followers, XX engagements


"The Unbreachable Moat of Trust $IRM Iron Mountain's most powerful competitive advantage is extremely difficult to replicate: a "zero customer acquisition cost" moat. As the trusted steward of information for approximately XX% of the Fortune 1000 IRM can cross-sell its ALM services into this deeply embedded high-trust ecosystem. A standalone competitor must spend years and enormous capital to build this level of trust. For an existing IRM client procuring ALM services is a logical extension of a decades-long security partnership not a leap of faith with a new vendor"  
[X Link](https://x.com/crux_capital_/status/1979651173570540001) [@crux_capital_](/creator/x/crux_capital_) 2025-10-18T20:49Z 1751 followers, XX engagements


"11/ Summary: $TOST offers scale and execution $PAR offers enterprise differentiation and faster ARR growth $LSPD offers a cheap multiple with turnaround risk. The better buy depends on whether you want momentum upside potential or speculative value"  
[X Link](https://x.com/crux_capital_/status/1960346568420426079) [@crux_capital_](/creator/x/crux_capital_) 2025-08-26T14:20Z 1747 followers, XXX engagements


"2/3 The Holy Grail Hunter: Aeluma $ALMU Aeluma is chasing the "holy grail" of this industry: building the laser directly onto the silicon chip itself. Think of it as printing an engine directly into a car's frame instead of bolting one in later. Their breakthrough is a process to "grow" high-performance quantum dot (QD) laser material on standard silicon wafers. If they succeed at mass-producing this it could make the separate costly assembly process that companies like POET are perfecting obsolete. Their QD lasers are also a better technology. They use less power and are more stable in hot"  
[X Link](https://x.com/crux_capital_/status/1975950762657325307) [@crux_capital_](/creator/x/crux_capital_) 2025-10-08T15:45Z 1747 followers, 1400 engagements


"$LWLG catching some bids today up 10%"  
[X Link](https://x.com/crux_capital_/status/1975971681530429869) [@crux_capital_](/creator/x/crux_capital_) 2025-10-08T17:08Z 1747 followers, 1125 engagements


"Im tracking two key players in the photonics space $ALMU and $POET both building the future of high-speed connectivity. Today let's do a deep dive on Aeluma a semiconductor company creating a platform that could redefine AI autonomous driving and quantum computing You won't want to miss this thread 🧵"  
[X Link](https://x.com/crux_capital_/status/1976279877386109361) [@crux_capital_](/creator/x/crux_capital_) 2025-10-09T13:33Z 1750 followers, 54.1K engagements


"The Thesis: Tech Team & Timing $ALMU To sum it up Aeluma is a rare find. They have a disruptive platform technology are targeting massive growth markets and have a relatively lower risk strategy with a solid balance sheet. Crucially the leadership team is world-class. The board includes a 22-year finance executive who helped scale NVIDIA from a rising star to a global titan and a serial entrepreneur who co-founded and sold companies to giants like Cree and Kyocera. This is exactly the kind of experienced team that knows the playbook for navigating the transition from R&D to hyper-growth"  
[X Link](https://x.com/crux_capital_/status/1976279909850054930) [@crux_capital_](/creator/x/crux_capital_) 2025-10-09T13:33Z 1749 followers, 2001 engagements


"Valuing the Future Not the Present $ALMU Let's be clear on the numbers. Aeluma's trailing-twelve-month revenue is around $4.7M primarily from strategic government contracts that validate the tech and fund R&D. This is why a standard P/S or P/E ratio doesn't tell the whole story right now. The real value is in the platform's potential to capture a piece of the multi-trillion dollar semiconductor market. Can they do that We don't know for sure but we are investing with the belief that they can. We value it based on the size of its target markets in AI automotive and quantum the strength of its"  
[X Link](https://x.com/crux_capital_/status/1976279912270135569) [@crux_capital_](/creator/x/crux_capital_) 2025-10-09T13:33Z 1748 followers, XXX engagements


"What to Watch For: Risks & Milestones $ALMU As with any high-growth company execution is everything. The key risk is in scaling their novel manufacturing process. Watch for the high-volume foundry partnership announcement. That's the biggest validation. The next step is a major commercial design win with a Tier-1 name in automotive mobile or data centers. Financially track gross margin improvement as they ramp production. Also keep an eye on insider activity; after some recent sales a period of holding or buying would be a strong positive signal"  
[X Link](https://x.com/crux_capital_/status/1976279914228879726) [@crux_capital_](/creator/x/crux_capital_) 2025-10-09T13:33Z 1748 followers, 1509 engagements


"$LWLG up XX% today There is a lot of money to be made in these spec plays because even though lots of them are pre-revenue/commercialization there is still so much hype around these innovations that investors are willing to take VC type approaches and take on risk for massive potential returns I think momentum will fade for sure at some point and only the higher conviction names will run but if thats not what's happening now why fight it (Just speaking generally here not referencing any names in particular) NFA $POET $ALMU"  
[X Link](https://x.com/crux_capital_/status/1976321510550958205) [@crux_capital_](/creator/x/crux_capital_) 2025-10-09T16:19Z 1747 followers, 1502 engagements


"I haven't seen too much detailed conversation on here about the $POET $75m placement in regards to MMCAP. Does anyone have any additional insight From what I have seen so far they were responsible for the entire placement but their equity stake at the end of the day didn't change much as they immediately sold shares to keep their ownership below the XX% regulatory threshold. If this is true the logical assumption my brain goes to is that they wanted to make sure their (already significant) position in POET was more likely to succeed and wanted to infuse the company with a full tank of gas to"  
[X Link](https://x.com/crux_capital_/status/1977381440217370749) [@crux_capital_](/creator/x/crux_capital_) 2025-10-12T14:30Z 1749 followers, 18.5K engagements


"@ACInvestorBlog If anyone wants more info I posted this deep dive a few weeks ago"  
[X Link](https://x.com/crux_capital_/status/1979544623891787877) [@crux_capital_](/creator/x/crux_capital_) 2025-10-18T13:46Z 1751 followers, 2357 engagements


"Just realized that $ZETA touched my trendline I set a few months ago I have a massive watchlist of companies that I have done significant research in to They all have levels in which I would buy at And my strategy (for my TRADING account) is to set price alerts and revisit these companies once triggered When I get that trigger I will look at the following: - Any recent company related news - Upcoming catalysts/earnings - Sector-wide sentiment/tail or headwinds - X conversations and traffic Based on this information I will decide whether or not to take a position This allows me to always feel"  
[X Link](https://x.com/crux_capital_/status/1979549271272956109) [@crux_capital_](/creator/x/crux_capital_) 2025-10-18T14:04Z 1751 followers, 1098 engagements


"$EOSE is one of the most talked-about stocks right now The chart is on fire. But does the story back it up We went deep into everything. Our full breakdown drops soon. Follow along to learn more 🔋"  
[X Link](https://x.com/crux_capital_/status/1979624108976677014) [@crux_capital_](/creator/x/crux_capital_) 2025-10-18T19:02Z 1751 followers, XXX engagements


"Beyond the Boxes: A Strategic Transformation $IRM The perception of Iron Mountain as a simple storage REIT is outdated. Management has successfully executed a deliberate pivot toward a diversified digital infrastructure and information services company. This is not a future promise but a transformation evident in their current financial results and strategic direction. The company is evolving from a passive custodian of physical assets into an indispensable partner for the entire digital asset lifecycle a fundamental shift that the broader market has yet to fully appreciate and price into the"  
[X Link](https://x.com/crux_capital_/status/1979651164204621922) [@crux_capital_](/creator/x/crux_capital_) 2025-10-18T20:49Z 1751 followers, XX engagements


"Deconstructing the Growth Journey $IRM The "Matterhorn Strategy" has been delivering consistent accelerating growth for years. The company has progressed from $XXX billion in revenue in 2021 to a projected $XXX billion in 2025 representing a four-year compound annual growth rate of 11%. This steady upward trajectory is a clear indicator of a successful long-term strategy that is firing on all cylinders. It demonstrates a proven ability to expand the business and integrate new services providing a strong foundation for future performance and validating the ongoing transformation story"  
[X Link](https://x.com/crux_capital_/status/1979651167299973467) [@crux_capital_](/creator/x/crux_capital_) 2025-10-18T20:49Z 1751 followers, XX engagements


"The Finances $IRM The success of this transformation is clearly reflected in the company's financial performance. The Q2 2025 results were exceptionally strong with record quarterly revenue of $XXXX billion (+12% YoY) and record Adjusted EBITDA of $XXX million (+15% YoY). Most critically for a REIT structure Adjusted Funds From Operations (AFFO) per share grew an impressive XX% to $XXXX. This robust and accelerating cash flow growth provides strong support for the company's attractive and growing dividend demonstrating both growth and shareholder return"  
[X Link](https://x.com/crux_capital_/status/1979651183007740359) [@crux_capital_](/creator/x/crux_capital_) 2025-10-18T20:49Z 1749 followers, XX engagements


"Catalysts and Forward Momentum $IRM Management's confidence is high reflected in their decision to raise full-year 2025 guidance for revenue EBITDA and AFFO after the strong Q2 performance. The company now expects XX% revenue growth and XX% Adjusted EBITDA growth for the full year. The primary near-term catalyst will be the next quarterly earnings report estimated for 11/5/2025 Continued double-digit growth in the ALM segment will provide further proof of the transformation thesis and the strength of their outlook"  
[X Link](https://x.com/crux_capital_/status/1979651186480525335) [@crux_capital_](/creator/x/crux_capital_) 2025-10-18T20:49Z 1751 followers, XX engagements


"A Superior Risk-Adjusted Profile $IRM When compared to alternatives IRM's unique position becomes clear. Its Data Center business another key part of its growth portfolio is expecting nearly XX% revenue growth in 2025 and is on a path to exceed $X billion in revenue by 2026. This high-growth tech-adjacent segment further differentiates it from industrial specialists like Clean Harbors $CLH or speculative tech plays like PureCycle $PCT. Iron Mountain offers a compelling synthesis: direct exposure to digital infrastructure growth de-risked by a stable core business"  
[X Link](https://x.com/crux_capital_/status/1979651190171599039) [@crux_capital_](/creator/x/crux_capital_) 2025-10-18T20:49Z 1751 followers, XX 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": "tiktok::7509870025967207447",
      "creator_name": "yeti.solana",
      "creator_avatar": "https://p16-sign-va.tiktokcdn.com/tos-maliva-avt-0068/93e1598920b075388436ef3aa00fb2b9~tplv-tiktokx-cropcenter:100:100.webp?dr=14579&refresh_token=7404bb29&x-expires=1760720400&x-signature=zGB30r6Ns86%2FC7fxbCIOGusQlnA%3D&t=4d5b0474&ps=13740610&shp=d05b14bd&shcp=34ff8df6&idc=sg1",
      "creator_followers": 353382,
      "creator_rank": 1,
      "interactions_24h": 3074146
    }
  ]
}
```

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 XX hours that have interactions
+ **interactions_24h**: Number of interactions in the last XX 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": "twitter::79293791",
      "creator_name": "rihanna",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1960786225423659008/GhLekHuP_200x200.jpg",
      "creator_followers": 106933122,
      "creator_rank": 1,
      "interactions_24h": 21430912
    }
  ]
}
```

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 XX hours that have interactions
+ **interactions_24h**: Number of interactions in the last XX 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": "FoxNews",
      "creator_display_name": "Fox News",
      "creator_id": "1367531",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1956414642370015232/GEq5Z9jN_200x200.png",
      "creator_followers": 208065784,
      "creator_posts": 2299,
      "creator_rank": 1,
      "interactions_24h": 334657566
    }
  ]
}
```

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 XX hours
+ **creator_rank**: ranking based on all posts in the last XX hours that have interactions
+ **interactions_24h**: Number of interactions in the last XX 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/1936002956333080576/kqqe2iWO_200x200.jpg",
    "creator_followers": 227854844,
    "creator_rank": 4,
    "interactions_24h": 120031096,
    "topic_influence": [
      {
        "topic": "elon musk",
        "count": 189,
        "percent": 1.71,
        "rank": X
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": XXX
      }
    ]
  }
}
```

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 XX hours that have interactions
+ **interactions_24h**: Number of interactions in the last XX 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




---