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# ![@drakeondigital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::975937900511744000.png) @drakeondigital Drake on Digital

Drake on Digital posts on X about $powl, $myrg, $mtz, $camt the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::975937900511744000/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::975937900511744000/c:line/m:interactions.svg)

- X Week XXXXX +13%
- X Month XXXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::975937900511744000/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::975937900511744000/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX -XX%
- X Months XXX -XX%
- X Year XXXXX -XX%

### Followers: XXXXXX [#](/creator/twitter::975937900511744000/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::975937900511744000/c:line/m:followers.svg)

- X Week XXXXXX +0.04%
- X Month XXXXXX -XXXX%
- X Months XXXXXX -XXXX%
- X Year XXXXXX +0.56%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::975937900511744000/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::975937900511744000/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[celebrities](/list/celebrities)  XX% [musicians](/list/musicians)  XX% [stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[$powl](/topic/$powl) #7, [$myrg](/topic/$myrg) #1, [$mtz](/topic/$mtz) #1, [$camt](/topic/$camt) #3, [business](/topic/business) 6.25%, [$amsc](/topic/$amsc) #3, [$leu](/topic/$leu) #10, [mtz](/topic/mtz) 6.25%, [$0981hk](/topic/$0981hk) #183, [$gral](/topic/$gral) XXXX%

**Top accounts mentioned or mentioned by**
[@drliquid](/creator/undefined) [@tigrisofgaul](/creator/undefined) [@calvinfroedge](/creator/undefined) [@zerohedge](/creator/undefined) [@cryptofishx](/creator/undefined) [@trendspider](/creator/undefined) [@citrini7](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@this1heaux](/creator/undefined) [@insomnia_vip](/creator/undefined) [@smirnovvit56480](/creator/undefined) [@hellogo78598860](/creator/undefined)

**Top assets mentioned**
[Powell Industries Inc (POWL)](/topic/$powl) [MYR Group, Inc. (MYRG)](/topic/$myrg) [MasTec, Inc. (MTZ)](/topic/$mtz) [Camtek Ltd (CAMT)](/topic/$camt) [American Superconductor Corp (AMSC)](/topic/$amsc) [Centrus Energy Corp. (LEU)](/topic/$leu) [GRAIL, Inc. Common Stock (GRAL)](/topic/$gral) [Illumina, Inc. (ILMN)](/topic/$ilmn) [KEYS (KEYS)](/topic/$keys) [Fartcoin (FARTCOIN)](/topic/$fartcoin) [SPX6900 (SPX)](/topic/$spx) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Schlumberger NV (SLB)](/topic/$slb) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [TMC the metals company Inc. Common Stock (TMC)](/topic/$tmc) [ECOMI (OMI)](/topic/$omi) [NVIDIA Corp. (NVDA)](/topic/$nvda) [PWR Coin (PWR)](/topic/$pwr) [Itron Inc (ITRI)](/topic/$itri) [Viavi Solutions Inc. Common Stock (VIAV)](/topic/$viav) [Bitcoin (BTC)](/topic/bitcoin) [Bitdeer Technologies Group (BTDR)](/topic/bitdeer)
### Top Social Posts
Top posts by engagements in the last XX hours

"These guys are one of my fav semiconductor inspecting companies. They sell the equipment to the chip manufacturers. Also have some repeat business for repairs and for those that rent the equipment $camt"  
[X Link](https://x.com/drakeondigital/status/1968716909995520326)  2025-09-18T16:41Z 25.9K followers, XXX engagements


"Still Doing more DD but I like $ILMN as a pick and shovel for biotech/heathcare - Currently profitable - Cash bleeder spun off in jun 2024 $gral - Sells the consumables/instruments for clinical tests also still has a stake in gral . they initially paid too much for it - High profit margins - Plenty of cash on balance sheet"  
[X Link](https://x.com/drakeondigital/status/1986564578747019760)  2025-11-06T22:41Z 25.9K followers, 2826 engagements


"$camt looks good here I feel like the semiconductor inspection/test companies are overlooked They sell the equipment to the chip manufacturers. Also have some repeat business for repairs and for those that rent the equipment"  
[X Link](https://x.com/drakeondigital/status/1995950067161989135)  2025-12-02T20:15Z 25.9K followers, XXX engagements


"@Citrini7 Take a look at $camt for semiconductor testing equipment. Trading at pretty favorable evaluations right now"  
[X Link](https://x.com/drakeondigital/status/1996760221147099615)  2025-12-05T01:55Z 25.9K followers, XXX engagements


"$keys is also one of the other major players in the space"  
[X Link](https://x.com/drakeondigital/status/1997475542766116878)  2025-12-07T01:17Z 25.9K followers, XXX engagements


"List of High risk high reward plays I like $fartcoin $spx $krknf kracken robotics $amkr Amkor $amsc American super conductor $poet Poet technologies $lite lumentum holdings $leu centrus energy $psix power solutions $cpwhf ceres power $SLB slumberger $powl - powell industries $omi - owens and minor $twst - twist biosience $psnl personalis $nak - northern dynasty $tmc - The metals company $omex odyssey marine $open opendoor tech $btdr bitdeer $wulf Terawulf $ciph cipher mining $glxy galaxy digital $onds ondas holdings $aehr aehr test systems $mtz mastec $rmbs rambus $clpt clearpoint neuro $tayd"  
[X Link](https://x.com/drakeondigital/status/1998149710687686916)  2025-12-08T21:56Z 25.9K followers, XXX engagements


"Just some bullet points $POWL -XXX B MC -1.4$ Billion Backlog -Target market utilities oil/gas data centers - Current PE is XX -XXX Mil cash. basically no debt -Slower grower play but more conservative $MYRG - XXX B MC -2.58$ Billion Backlog -Transmission and Distribution of energy renewables -XX mil cash XXX mil debt - Current PE is XX -Moderate Growth play $MTZ -XXXX B MC -13.6$ Billion Backlog -power delivery Clean energy telecom -XX PE Forward P/E XX -XXX M Cash 2.67Bil Debt - Faster Growth play but more risk $PWR - XX B MC -XXXX $ Billion Backlog -Transmission and Distribution renewables"  
[X Link](https://x.com/drakeondigital/status/1969124123180699809)  2025-09-19T19:39Z 25.8K followers, 4155 engagements


"$powl $myrg $pwr $mtz"  
[X Link](https://x.com/drakeondigital/status/1988052620754235641)  2025-11-11T01:14Z 25.9K followers, XXX engagements


"@StockSavvyShay $leu"  
[X Link](https://x.com/drakeondigital/status/1997720394355319223)  2025-12-07T17:30Z 25.9K followers, 3406 engagements


"I agree $powl $mtz $myrg"  
[X Link](https://x.com/drakeondigital/status/1975567751004721162)  2025-10-07T14:23Z 25.9K followers, 1101 engagements


"My fav electrical grid infra mid caps $powl $mtz $myrg"  
[X Link](https://x.com/drakeondigital/status/1986149068872052993)  2025-11-05T19:10Z 25.9K followers, 1473 engagements


"Back to fundamentals . I like $itri for smart data/grid solutions General idea on why I like the smarter solutions is because I believe we are going to reach a Growth pause in Compute and buildouts with energy being the hold up. The energy buildout/grid upgrade cannot keep up and the only ways to solve this are - Self power solutions - Better efficiency and more intelligence in Energy consumption. If your looking for more "intelligent" water then $xyl is the play"  
[X Link](https://x.com/drakeondigital/status/1987978310853308465)  2025-11-10T20:18Z 25.9K followers, XXX engagements


"Post spin offs are some of my fav plays . personally really like Centuri $ctri Basically a pure-play contractors on the last mile of the energy transition: the neighborhood-level electric lines and gas pipes that serve homes and businesses. It builds maintains replaces and modernizes the electric power and natural gas distribution systems owned by regulated utilities. It benefits directly from utility capex programs that are largely non-discretionary (safety reliability and regulatory mandates) and that are accelerating because of electrification and decarbonization. Has a pretty sizable"  
[X Link](https://x.com/drakeondigital/status/1995962744441352377)  2025-12-02T21:06Z 25.9K followers, XXX engagements


"Sellers exhausted yet $amsc"  
[X Link](https://x.com/drakeondigital/status/1995985605717557725)  2025-12-02T22:37Z 25.9K followers, XXX engagements


"Personally for the optics side of the data center buildout I like $viav as a pick and shovel play Basically is the inspection/testing step before the chip goes in. Important because the companies dont want to install a chip that may damage the rest of the system. They want to make sure it works so theyre willing to pay that extra cost for insurance They also have reoccurring revenue from upgrade cycles and for repairs and maintenance They get a piece of the pie from each company doesnt matter what brand chip it is that sold"  
[X Link](https://x.com/drakeondigital/status/1997471819083727335)  2025-12-07T01:02Z 25.9K followers, XXX engagements


"I still think $BTDR offers the best R to R on bitcoin beta Its down alot because of a black swan of back to back bad news but if btc can find its footing IMO the market will catch on. bitdeer has an edge in bitcoin mining being in direct ties with bitmain ( produces specialized hardware for btc mining) so basically gets rigs at cost. Also dont have the "HPC hype" baked into the price"  
[X Link](https://x.com/drakeondigital/status/1998502857968865392)  2025-12-09T21:19Z 25.9K followers, XXX engagements