#  @j16425646 JC JC posts on X about $spcb, silver, $geo, in the the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1486978418080165889/interactions)  - [--] Week [-----] -15% - [--] Month [------] -25% - [--] Months [-------] +144% - [--] Year [-------] -65% ### Mentions: [--] [#](/creator/twitter::1486978418080165889/posts_active)  - [--] Week [--] -48% - [--] Month [--] -10% - [--] Months [---] +174% - [--] Year [---] +566% ### Followers: [-------] [#](/creator/twitter::1486978418080165889/followers)  - [--] Week [-----] +0.24% - [--] Month [-----] +1.40% - [--] Months [-----] +5.70% - [--] Year [-----] +10% ### CreatorRank: [---------] [#](/creator/twitter::1486978418080165889/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [technology brands](/list/technology-brands) [automotive brands](/list/automotive-brands) [cryptocurrencies](/list/cryptocurrencies) [travel destinations](/list/travel-destinations) [social networks](/list/social-networks) [celebrities](/list/celebrities) [exchanges](/list/exchanges) **Social topic influence** [$spcb](/topic/$spcb), [silver](/topic/silver), [$geo](/topic/$geo), [in the](/topic/in-the), [$axon](/topic/$axon), [gold](/topic/gold), [market cap](/topic/market-cap), [$slv](/topic/$slv), [stocks](/topic/stocks), [oz](/topic/oz) **Top assets mentioned** [The GEO Group, Inc. (GEO)](/topic/$geo) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Cano Health, Inc. (CANO)](/topic/$cano) [SPDR GOLD ETF (GLD)](/topic/$gld) [CoreCivic, Inc. (CXW)](/topic/$cxw) [CVS Health Corp (CVS)](/topic/$cvs) [Humana Inc (HUM)](/topic/$hum) [Oklo Inc. (OKLO)](/topic/$oklo) [Tesla, Inc. (TSLA)](/topic/$tsla) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Newmont Corporation (NEM)](/topic/$nem) [NVIDIA Corp. (NVDA)](/topic/$nvda) [First Solar, Inc. (FSLR)](/topic/$fslr) ### Top Social Posts Top posts by engagements in the last [--] hours "Retail sales plunging. Disparity between $BAC's CC data and today's #'s indicates consumers spending less while plunging further into debt. With demand grinding to a halt and inflation elevated the Fed will have to raise its inflation target. Buy #gold and #silver. $GLD $SLV Core Retail Sales Disappoints In August July Revised Down https://t.co/67U3fGqQzZ Core Retail Sales Disappoints In August July Revised Down https://t.co/67U3fGqQzZ" [X Link](https://x.com/j16425646/status/1570396627298570241) 2022-09-15T12:58Z [----] followers, [--] engagements "The BOE's shocking inflection from QT to unlimited QE is the catalyst that could result in a sustained and fierce reversal in #gold. It's just a matter of time before other central banks follow resulting in pervasive money printing in the face of elevated inflation. $GLD $GDX" [X Link](https://x.com/j16425646/status/1575096309320941570) 2022-09-28T12:13Z [----] followers, [---] engagements "$FCX finally had a decent quarter It should be a good day for the $GDX (which closed $0.09 below NAV yesterday) especially if jobless claims come in higher than expected. $NEM $GOLD $AEM" [X Link](https://x.com/j16425646/status/1583071923017519110) 2022-10-20T12:25Z [----] followers, [--] engagements "$CANO now trades at 10% of the recent primary care M&A valuations paid for comps by $CVS and $AMZN. The company will gush cash flow in [----] and it has $200 million in cash net receivables and untapped lines of credit. Little downside and 1000% upside from here" [X Link](https://x.com/j16425646/status/1593649469278535682) 2022-11-18T16:56Z [----] followers, [--] engagements ""Several potential buyers weighing bids" for $CANO at the time that the company decided to go exclusive with $CVS. With CVS out of the mix $HUM $AMZN and $WMT are free to acquire the company. This saga is just getting started and buyout is inevitable. https://www.fiercehealthcare.com/providers/cano-health-shares-plummet-after-reports-cvs-walked-away-potential-acquisition https://www.fiercehealthcare.com/providers/cano-health-shares-plummet-after-reports-cvs-walked-away-potential-acquisition" [X Link](https://x.com/j16425646/status/1593686811880079360) 2022-11-18T19:25Z [----] followers, [--] engagements "With $CANO trading at 0.52X EV/'22 sales an 84% and 93% discount to where $ONEM and $SGFY were recently acquired (despite much better EBITDA than ONEM) it's worth diving into quotes from CANO's Q3 conf call indicating that [----] could be gangbusters for EBITDA growth. (1/8)" [X Link](https://x.com/j16425646/status/1608456151859081216) 2022-12-29T13:33Z [----] followers, [----] engagements "$HUM conference call underway. Max bullish on CenterWell and mentioned growing partially through programmatic M&A. Acquiring $CANO would instantly increase the # of CenterWell centers by70%. CANO trades 0.5X EV/sales. Other VBC deal values imply $10/shr" [X Link](https://x.com/j16425646/status/1620789472043634688) 2023-02-01T14:21Z [----] followers, [----] engagements "$CANO From @SeekingAlpha this morning: $CVS CEO Karen Lynch last month said the company will continue to look for additional assets including primary care capabilities. Based on deal values for $SGFY and $ONEM $CANO worth $15. $HUM/ $CVS can refi the debt for add'l savings" [X Link](https://x.com/j16425646/status/1622630605568585730) 2023-02-06T16:17Z [----] followers, [----] engagements "Inflation is accelerating the #FOMC stepped down to 25bp hikes geopolitical tensions are soaring (#Iran #Russia) LEI in the US are plunging and dollar hegemony is evaporating. Meanwhile investors are max bearish on #gold and #silver. An epic rally in PM's is coming. #PCE" [X Link](https://x.com/j16425646/status/1629118146266144768) 2023-02-24T13:56Z [----] followers, 11.7K engagements "The drone attack near Moscow isn't getting enough attention. Seems the war is about to escalate. Investors may start hoarding #gold and #silver in droves at a time when inventories are largely depleted and sentiment is max bearish. #silversqueeze https://www.theguardian.com/world/2023/feb/28/russia-military-drone-attempted-strike-gas-facility-moscow-uav-ukraine https://www.theguardian.com/world/2023/feb/28/russia-military-drone-attempted-strike-gas-facility-moscow-uav-ukraine" [X Link](https://x.com/j16425646/status/1630606234473701376) 2023-02-28T16:29Z [----] followers, [----] engagements "Dream scenario emerging for precious metals. Banks (i.e. $SIVB $SI) imploding as the YC collapses and credit sours jobless claims pick up and inflation is at 40+ year highs just as investors have heavily sold short #gold and #silver. QE coming very soon. #Silver going to $50+" [X Link](https://x.com/j16425646/status/1633900937445031959) 2023-03-09T18:41Z [----] followers, 13.6K engagements "Feels like a #silversqueeze weekend may be upon us. PCE and personal spanding came in lower than expected. Potential downside to ISM JOLTS and NFP next week would be the nail in the coffin for a US Dollar that is already under assault. $SLV call buying could spark paper #silver Silver's path to $50. https://t.co/SOrLpoHFvR Silver's path to $50. https://t.co/SOrLpoHFvR" [X Link](https://x.com/j16425646/status/1641781613850664963) 2023-03-31T12:36Z [----] followers, 13.3K engagements "$FRC getting crushed again #gold #silver" [X Link](https://x.com/j16425646/status/1643252006318927877) 2023-04-04T13:59Z [----] followers, [----] engagements "$1 trillion of deposit outflows since FOMC started tightening. Total money market assets have exploded to a whopping $5 trillion. Debt ceiling risk is about to spark a surge in US default risk and an exodus from money markets. #Gold and #silver will be the primary beneficiaries" [X Link](https://x.com/j16425646/status/1645408168237735936) 2023-04-10T12:47Z [----] followers, [----] engagements "Investors should be aware that #silver may be the best play on #AI. GS anticipates [---] million layoffs resulting from AI implying that the FOMC and other central banks will be forced to commit unprecedented QE. #silversqueeze $AMZN $GOOG $MSFT $SIL $CDE "We're Going Up": Steve Cohen Turns "Pretty Bullish" As [---] Million AI-Driven Layoffs Send Profit Margins Soaring https://t.co/b2j7PYGyMr "We're Going Up": Steve Cohen Turns "Pretty Bullish" As [---] Million AI-Driven Layoffs Send Profit Margins Soaring https://t.co/b2j7PYGyMr" [X Link](https://x.com/j16425646/status/1658888697071140893) 2023-05-17T17:34Z [----] followers, [----] engagements "$C's analysis fails to acknowledge the #silver supply crisis as China's solar installations are soaking up the sparce remaining inventories. The SFE vaults drained at an unprecedented pace in the last week. Similar to $NVDA's supply/demand imbalance for GPU's Ag will soon soar" [X Link](https://x.com/j16425646/status/1661696610491834368) 2023-05-25T11:31Z [----] followers, [---] engagements "Did #silver just bottom this morning If so get ready for the chase. A silver-gold ratio back to historical norms implies 100% upside but given the elevated deficit and supply drain on the exchanges the coming rally could be more fierce than anyone expects. #silversqueeze" [X Link](https://x.com/j16425646/status/1661725138478399489) 2023-05-25T13:25Z [----] followers, [---] engagements "Banks are imploding again. #Gold and #silver are about to shine. $KRE $PACW #silversqueeze" [X Link](https://x.com/j16425646/status/1661760995155492864) 2023-05-25T15:47Z [----] followers, [---] engagements "As the 0DTE frenzy accelerates it will soon find its way to $SLV calls. Unlike $NVDA $TSLA etc. #silver prices aren't capped by valuation its arguably a Giffen good where investment demand increases with price and #solar demand is insensitive to Ag prices. #silversqueeze" [X Link](https://x.com/j16425646/status/1666441828965527556) 2023-06-07T13:47Z [----] followers, [----] engagements "China Daily article touts #China's record solar installations (up more than 2X this year to [---] GW). The world could be months away from running out of #silver if companies like $FSLR $JKS $TSLA etc. hoard supply. Ag going to $100. #silversqueeze" [X Link](https://x.com/j16425646/status/1666765439899140096) 2023-06-08T11:13Z [----] followers, [--] engagements "#Silver is suddenly $0.10 away from breaking its [--] DMA. The last time this occurred in March Ag charged 15% higher in [--] month. This time feels more explosive with Chinese solar demand surging Mexican supply risks emerging and very negative sentiment. #silversqueeze $NEM" [X Link](https://x.com/j16425646/status/1667130479538044929) 2023-06-09T11:24Z [----] followers, 11.1K engagements "Jefferies makes the case that #AI will soon result in a [--] day workweek as 25% of human labor is automated. This will force a new wave of unprecedented monetary stimulus. #Gold and #silver will be primary beneficiaries. #silversqueeze $NVDA $MSFT $TSLA https://fortune.com/2023/06/13/remote-work-4-day-workweek-ai-artificial-intelligence-jefferies-predictions/ https://fortune.com/2023/06/13/remote-work-4-day-workweek-ai-artificial-intelligence-jefferies-predictions/" [X Link](https://x.com/j16425646/status/1668941499260608514) 2023-06-14T11:20Z [----] followers, [----] engagements "$COF charge offs up 24bps sequentially in May while delinquencies deteriorated as well. The credit crunch is upon us and resumption of student loan payments will crash the financial system without QE. #gold" [X Link](https://x.com/j16425646/status/1669304647327133697) 2023-06-15T11:23Z [----] followers, [--] engagements "$SLV calls have gotten too cheap as investors became disenchanted by the lack of vol. The elements are in place for a massive run in the coming days. Price discovery ($30) will be instantaneous if the 0DTE crowd involved in $AI $TSLA $IWM etc. discovers liquid SLV calls" [X Link](https://x.com/j16425646/status/1669385992237613056) 2023-06-15T16:46Z [----] followers, [--] engagements "$KRE down 2% and trading near the week's lows in spite of a strong market. Something big is brewing. Credit metrics are deteriorating ahead of a deluge of student loans coming due (i.e. $COF's May #'s). The capital flight to #gold and #silver is about to resume. #silversqueeze" [X Link](https://x.com/j16425646/status/1669719718238756867) 2023-06-16T14:52Z [----] followers, [--] engagements "$KRE sinking another 1% today and is now down 10% in the past [--] weeks. More bank failures are likely imminent as CRE crashes and the combination of student loan repayments and faltering savings crushes the consumer. #Silver will mega-squeeze just like it did in early March" [X Link](https://x.com/j16425646/status/1672256447705501699) 2023-06-23T14:53Z [----] followers, [----] engagements "Interesting that #XAUUSD and #preciousmetals are trending now on Twitter. Geopolitical risk is ramping student loan payment resumption enhances near-term credit risk high frequency data indicates consumer weakness and employment data is cracking. #silver #silversqueeze" [X Link](https://x.com/j16425646/status/1673776449608638466) 2023-06-27T19:32Z [----] followers, [----] engagements "Banks are collapsing. $KRE is trading near a [--] month low. $KEY is breaking down to [--] year lows. The Fed is about to break something. Experienced investors will be loading up on #gold and #silver. #silversqueeze" [X Link](https://x.com/j16425646/status/1676967300552093697) 2023-07-06T14:52Z [----] followers, [---] engagements "Nobody is paying attention. This is huge #gold #silver" [X Link](https://x.com/j16425646/status/1677316164458774532) 2023-07-07T20:54Z [----] followers, 10.2K engagements "#Silver should explode this week. Sentiment is in the gutter just as employment finally breaks the gold-backed BRICS currency threatens dollar hegemony and the solar boom propels a record #silversqueeze. [--] years of frustration is about to give birth to a record bull market. First miss for nonfarm payrolls in the last [--] months. First miss for nonfarm payrolls in the last [--] months" [X Link](https://x.com/anyuser/status/1678045803523309570) 2023-07-09T14:17Z [----] followers, 31.8K engagements "Interesting. There seems to be more diffusion at the FOMC than the fed funds futures imply. This implies the CPI could tip the scale towards a true pause. #Gold and #silver are certainly not pricing this in" [X Link](https://x.com/j16425646/status/1678451875903938561) 2023-07-10T17:31Z [----] followers, [----] engagements "#Silver prices to break higher. Besides the explosion in #solar panel growth there is a rapid migration to TOPCon and HJT which use 30-120% more silver. "JA Solar will focus on enhancing its TOPCon capabilities but will also continue to develop HJT."" [X Link](https://x.com/j16425646/status/1678475480691777539) 2023-07-10T19:20Z [----] followers, [----] engagements "Amazing that #gold has not moved at all in anticipation of this potential generational catalyst. Today's consumer credit #'s and last week's employment data alone should have propelled Au to $2000. With animal spirits rising Au could start to move up in $50+ daily increments" [X Link](https://x.com/j16425646/status/1678501294443577345) 2023-07-11T01:43Z [----] followers, [----] engagements "#Silver is about to break out" [X Link](https://x.com/j16425646/status/1678791952718782464) 2023-07-11T20:06Z [----] followers, 13.4K engagements "1.16 million oz of #silver out of the COMEX vaults today. The physical #silversqueeze has resumed and the price suppression games are about to end with a parabolic move. China is ramping stimulus just as employment and credit are materially weakening in the US. Perfect setup" [X Link](https://x.com/j16425646/status/1678843460554571776) 2023-07-20T18:08Z [----] followers, [----] engagements "The #silver chart will soon look like that of olive oil. @SilverInstitute's [---] mn oz deficit for '23 will likely have to be revised up to [---] mn oz based on China's solar boom. If the #silversqueeze movement returns there could be 300mn+ oz of add'l ETP demand (akin to '20)" [X Link](https://x.com/j16425646/status/1679132265291345921) 2023-07-12T14:15Z [----] followers, [----] engagements "Another massive solar cell manufacturing facility requiring [--] million oz/yr of #silver. With prices starting to rise solar companies will accelerate silver restocking. There is no supply growth so prices will have to go parabolic. $FSLR $JKS $TSLA" [X Link](https://x.com/j16425646/status/1679151736785707009) 2023-07-20T00:45Z [----] followers, [----] engagements "824k oz of #silver out of the COMEX vaults today. #silversqueeze" [X Link](https://x.com/j16425646/status/1679568155788574722) 2023-07-20T18:08Z [----] followers, [----] engagements "Shouldn't #gold up $500+ Precious metals may be the next $NVDA over the coming month" [X Link](https://x.com/j16425646/status/1680905413670076421) 2023-07-26T16:16Z [----] followers, [----] engagements "#Silversqueeze [---] million #silver ounces left the COMEX vaults today. Registered stocks declined by 212k oz" [X Link](https://x.com/j16425646/status/1681020143663456256) 2023-07-20T18:08Z [----] followers, [----] engagements "Shorts working hard to suppress #silver this morning. Every spike is met with panic selling. Feels like a corked spring. Generational breakout imminent. #silversqueeze" [X Link](https://x.com/j16425646/status/1681293554373607425) 2023-07-19T07:15Z [----] followers, [----] engagements "Protests in Peru are back. 12% of the world's #silver supply. Only this time supplies are much tighter with solar production going parabolic and the world's second largest mine in Mexico having been offline for the past month. #silversqueeze" [X Link](https://x.com/j16425646/status/1682073907413635072) 2023-07-20T19:44Z [----] followers, 10.1K engagements "$PACW is tumbling tugging the $KRE down with it. The banking crisis is not over and a takeunder of PACW would cause other bank stocks to plunge potentially resulting in another bout of deposit runs. Load up on #gold and #silver. #silversqueeze" [X Link](https://x.com/j16425646/status/1683913000346869770) 2023-07-31T20:33Z [----] followers, 11K engagements "Goldilocks for #silver. $FSLR just announced a new [---] GW factory and will have to compete with China for dwindling #silver supplies China is ramping stimulus and the FOMC is at the end of its tightening cycle. The solar industry is cornering the market. #silversqueeze" [X Link](https://x.com/j16425646/status/1684907298630553600) 2023-08-01T16:11Z [----] followers, [----] engagements "With all the euphoria around superconductors "#silver with its exceptional electrical conductivity and minimal resistance has made it an excellent candidate for creating and improving superconductors." $AMSC $SLV" [X Link](https://x.com/j16425646/status/1686345072781021185) 2023-08-01T11:56Z [----] followers, [----] engagements "The coming #silversqueeze will create generational wealth for those who have exerted patience. As the market scours for the next big squeeze candidate look no further than #silver which is flat YTD despite record deficits and has attracted a massive short position. Who is the New Silver Whale Shorting [--] Million Ounces "One such highly unusual change is the emergence of a big managed money trader on the short side which appears to be holding a net short position of roughly [-----] contracts in COMEX silver ." https://t.co/wzUc3N6MaF Who is the New Silver Whale Shorting [--] Million Ounces "One" [X Link](https://x.com/j16425646/status/1686428554303549440) 2023-08-01T17:27Z [----] followers, [----] engagements "Beyond the obvious surge in #gold and #silver that will emerge from increased tensions at the Poland border silver would probably rise multiple-fold as Poland is the 6th largest producer and deficits are already breaching all-time highs with the solar explosion. #silversqueeze ⚡#BREAKING Poland says it is sending more troops to border after Belarusian helicopters violate Polish airspace ⚡#BREAKING Poland says it is sending more troops to border after Belarusian helicopters violate Polish airspace" [X Link](https://x.com/j16425646/status/1686446983622311950) 2023-08-01T18:41Z [----] followers, [----] engagements "Treasuries are imploding. The algos are selling #gold and #silver on higher real rates but the smart money knows this is the scenario that will cause precious metals to go parabolic. A small reallocation from the $25 trillion Treasury market will launch the next bull market" [X Link](https://x.com/anyuser/status/1687090490498330624) 2023-08-03T13:18Z [----] followers, 23.5K engagements "August payroll survey week will encompass the Hollywood strike and the $YRCW layoffs. Payrolls have weakened materially and downward revisions are rampant. August #NFP could be red. #Gold and #silver will sniff this out. Short positions are elevated and saesonality is positive" [X Link](https://x.com/j16425646/status/1688521506811240448) 2023-08-07T12:04Z [----] followers, [----] engagements "600k #silver inventory withdrawal from the COMEX today. Silver is a powder keg and the massive speculative short position will soon be scrambling to cover. Geopolitical tensions heating up employment faltering and US debt downgrade set up for new highs. #silversqueeze" [X Link](https://x.com/j16425646/status/1688629307353022464) 2023-08-07T19:12Z [----] followers, 13K engagements "A bull market in #gold and #silver is about to commence just as speculators got max short. Moody's downgrades [--] US banks Italian banks crash on windfall tax China's property developers crash as Country Garden misses coupon payments US employment gains are tumbling" [X Link](https://x.com/j16425646/status/1688846339059191808) 2023-08-08T09:35Z [----] followers, [----] engagements "Expecting a massive reversal today in #gold and #silver as capital floods into risk-off trades. The huge short position in silver is about to be unwound. #silversqueeze" [X Link](https://x.com/j16425646/status/1688913986803388416) 2023-08-08T14:04Z [----] followers, 14.2K engagements "Another major headwind developing for growth and employment. The uber crowded short Treasuries /short precious metals trade is about to undergo an epic unwind. #gold #silver #silversqueeze" [X Link](https://x.com/j16425646/status/1688986887602507776) 2023-08-08T18:53Z [----] followers, [----] engagements "COMEX registered #silver inventory down 2% today. The short selling games are accelerating a physical corner which will soon result in all time high prices" [X Link](https://x.com/j16425646/status/1688992423467196416) 2023-08-08T19:15Z [----] followers, 10.4K engagements "Blow to a commercial real estate market that's hanging by a thread #gold" [X Link](https://x.com/j16425646/status/1689024965868130304) 2023-08-08T21:25Z [----] followers, [----] engagements "The epic #silversqueeze of [----] starts today" [X Link](https://x.com/anyuser/status/1689623869022449664) 2023-08-10T13:04Z [----] followers, 17K engagements "#Silver is down $2 in the past [--] days despite a lower #CPI Fitch downgrade of US debt weaker employment figures and escalating war. Shorts have pressed their luck and will be forced to cover in waves. Today will mark a major inflection and new highs are likely this month" [X Link](https://x.com/j16425646/status/1689632918447304704) 2023-08-10T13:40Z [----] followers, [----] engagements "Wait until $SLV call options become a target for the 0DTE crowd. Virtually no demand elasticity rising short interest and a massive gap between paper and physical prices. #silversqueeze" [X Link](https://x.com/j16425646/status/1690051380940046336) 2023-08-11T17:23Z [----] followers, [----] engagements "Huge This could be one of the biggest catalysts for #gold and #silver in decades and it's occurring just as sentiment has crashed and traders crowded into short futures positions/liquidated longs. BREAKING NEWS BRICS WILL DISCUSS THE ESTABLISHMENT OF A COMMON PAYMENTS SYSTEM NEXT WEEK WHILE A TECHNICAL COMMITTEE IS LIKELY TO BE FORMED TO START CONSIDERING A POTENTIAL JOINT CURRENCY There it is. BREAKING NEWS BRICS WILL DISCUSS THE ESTABLISHMENT OF A COMMON PAYMENTS SYSTEM NEXT WEEK WHILE A TECHNICAL COMMITTEE IS LIKELY TO BE FORMED TO START CONSIDERING A POTENTIAL JOINT CURRENCY There it is" [X Link](https://x.com/j16425646/status/1691128234367242244) 2023-08-14T16:42Z [----] followers, 14.3K engagements "Big COMEX #silver inventory drawdowns are back. [----] million shares out of the vaults following drawdowns at the end of last week. #silversqueeze" [X Link](https://x.com/j16425646/status/1691163572984848384) 2023-08-14T19:03Z [----] followers, [----] engagements "$KRE down another 2.4% on Fitch downgrade comments pulling the dollar lower. #Gold and #silver are poised for a massive second half of August into potentially negative non-farm payrolls and a BRICS summit that will revolve around de-dollarization. #silversqueeze" [X Link](https://x.com/j16425646/status/1691447791028215808) 2023-08-15T13:52Z [----] followers, [----] engagements "Huge reversal in #gold and #silver Now the chase begins. Speculators are crowded into short positions just as China is cutting rates and US banks have resumed their implosions. #silversqueeze" [X Link](https://x.com/j16425646/status/1691460729529151488) 2023-08-15T14:43Z [----] followers, [----] engagements "This is why astute investors are loading up on #gold and #silver with an eye on all-time highs as banks implode. Meanwhile algos and hedge funds are going short on real rate models that aren't relevant given rising uncertainties and the swift move towards de-dollarization" [X Link](https://x.com/j16425646/status/1691476120447631361) 2023-08-15T15:45Z [----] followers, [----] engagements "Another drawdown in COMEX #silver inventory of 394k oz. Demand supply and prices need to soar in order to balance the market" [X Link](https://x.com/j16425646/status/1691526517258330112) 2023-08-15T19:05Z [----] followers, [----] engagements "Source If true there will be an instant revaluation in #gold and #silver next week" [X Link](https://x.com/j16425646/status/1692159921763000773) 2023-08-17T13:02Z [----] followers, 34.3K engagements "@KingKong9888 I understand and respect the COMEX manipulation but I've waited two decades for the confluence of tailwinds for precious metals that exist today. War a faltering banking system exploding deficits an acceleration in de-dollarization and the largest #silver deficit ever" [X Link](https://x.com/j16425646/status/1692162837521604952) 2023-08-17T13:13Z [----] followers, [----] engagements "Wow COMEX #silver registered inventory down [---] million oz today to just [----] million oz 1/10th of last year's deficit. The noose is tightening and the market is about to be cornered. #silversqueeze" [X Link](https://x.com/anyuser/status/1692251682581721285) 2023-08-17T19:06Z [----] followers, 15.2K engagements "The #silver market is about to break. Lowest COMEX registered stocks YTD speculators ramped futures short positions capital flight from stocks and Tsy's is about to flood into PM's banks have resumed their implosion. Watch for 0DTE activity in $SLV to propel silver to $50+" [X Link](https://x.com/j16425646/status/1692507489600761905) 2023-08-18T12:03Z [----] followers, 16.3K engagements "#Silver has rallied over the past week despite strong economic data in the US rising rates and China's implosion. Funds are now net short futures. Seasonality is positive. The silver deficit is near an ATH. Zero expectations for BRICS. Time for an explosive #silversqueeze" [X Link](https://x.com/j16425646/status/1693612583708725441) 2023-08-21T13:14Z [----] followers, [----] engagements "#Silver is at the [---] day MA and less than $0.30 from the [--] day MA. Funds are now net short setting up an explosive squeeze in the coming days. Meanwhile banks continue to implode there is [--] expectation for BRICS and if Powell is too hawkish banks crater. #silversqueeze" [X Link](https://x.com/j16425646/status/1693673061172539744) 2023-08-21T17:14Z [----] followers, [----] engagements "Something big is afoot in the #silver market. Another [----] million ounces of silver exited the COMEX vaults today. It feels like sentiment is depressed enough to support a massive sustainable rally. #silversqueeze" [X Link](https://x.com/j16425646/status/1693700879549907023) 2023-08-21T19:05Z [----] followers, [----] engagements "#Silver is $0.15 away from breaking the [--] DMA #silversqueeze" [X Link](https://x.com/j16425646/status/1693965461484908591) 2023-08-22T12:36Z [----] followers, [----] engagements "$SCHW is imploding. $KRE is down another 1%. An accident is about to happen. Last chance to load up on #gold and #silver" [X Link](https://x.com/j16425646/status/1693990958021677515) 2023-08-22T14:18Z [----] followers, [----] engagements "Another [----] million oz of #silver out of the COMEX vaults SFE silver inventories are plunging as well. The run on silver has started. Brace for a surge in prices. #silversqueeze" [X Link](https://x.com/j16425646/status/1694063550392668547) 2023-08-22T19:06Z [----] followers, [----] engagements "Something big is happening in the #silver market. Both SFE and COMEX inventories have been plunging. The run on silver is underway just as funds went net short futures. Prices are about to follow. #silversqueeze Silver vaults on Shanghai Futures Exchange continued to flow out on a large scale today dropping [-----] kg once again hitting a new low since the silver squeeze. https://t.co/MVdYIPhXJG Silver vaults on Shanghai Futures Exchange continued to flow out on a large scale today dropping [-----] kg once again hitting a new low since the silver squeeze. https://t.co/MVdYIPhXJG" [X Link](https://x.com/anyuser/status/1694322417022152812) 2023-08-23T12:15Z [----] followers, 15.4K engagements "A whopping 3k oz of #silver leaves the COMEX vaults today keeping the #silversqueeze win streak alive" [X Link](https://x.com/j16425646/status/1694428944252977253) 2023-08-23T19:18Z [----] followers, [----] engagements "Capital coming out of $NVDA $AMD $AAPL $TSLA etc. is about to flood into #gold and #silver. #silversqueeze" [X Link](https://x.com/j16425646/status/1694737351094755415) 2023-08-24T15:44Z [----] followers, [----] engagements "Another 984k oz of #silver out of the COMEX vaults today. The #silversqueeze is in motion It's now just a question of when the futures market catches fire" [X Link](https://x.com/j16425646/status/1694798623618294128) 2023-08-24T19:47Z [----] followers, [----] engagements "#Platinum up 2.6%. This could be a massive week for #silver with a bullish COT setup continued inventory depletion on the SFE and COMEX more China stimulus and potential #NFP downside. #silversqueeze" [X Link](https://x.com/j16425646/status/1696167353736704490) 2023-08-28T14:26Z [----] followers, [----] engagements "Boom #Gold #Silver #Silversqueeze" [X Link](https://x.com/j16425646/status/1696492043336355855) 2023-08-29T11:56Z [----] followers, [----] engagements "The chart that everyone should be watching. There are record #silver deficits of [---] mn oz driven by #solar demand and supply bottlenecks yet when prices peaked in January [----] at $49.45 there was a surplus of [---] mn oz. Price could exceed $100 this cycle. #silversqueeze" [X Link](https://x.com/j16425646/status/1696555224557596927) 2023-08-29T16:07Z [----] followers, 12.1K engagements "#Gold CTA short position $30bn just as employment is cracking in the US and Russia is ever closer to declaring war against Ukraine. A further rally in gold prices could generate up to $60bn of buying. #Silver will continue to outperform gold. #silversqueeze" [X Link](https://x.com/j16425646/status/1696862647260504334) 2023-08-30T12:29Z [----] followers, [----] engagements "#Silver shorts are getting nervous as a clean break above $25 will result in a deluge of short covering and a massive squeeze higher. #silversqueeze" [X Link](https://x.com/anyuser/status/1696883207826759936) 2023-08-30T13:50Z [----] followers, 12.5K engagements "WW3. How long before Russia declares war #gold #silver" [X Link](https://x.com/j16425646/status/1696963148765438031) 2023-08-30T19:08Z [----] followers, [----] engagements "Challenger job cuts tripled from last month #gold #silver" [X Link](https://x.com/j16425646/status/1697211094341705767) 2023-08-31T11:33Z [----] followers, [----] engagements "Full time payrolls contracting unemployment rate surged wages decelerating big downside revisions casts doubt on previous data. FOMC will likely have to cut rates soon. #gold #silver #silversqueeze" [X Link](https://x.com/j16425646/status/1697594576842719608) 2023-09-01T12:57Z [----] followers, [----] engagements "#Silver is down 4% since the #NFP report. It should have been up massively as the data was dovish. #silversqueeze *FED'S WALLER: DATA LAST WEEK ALLOWS FED TO PROCEED CAREFULLY *FED'S WALLER: DATA LAST WEEK ALLOWS FED TO PROCEED CAREFULLY" [X Link](https://x.com/j16425646/status/1699041353626169345) 2023-09-05T12:46Z [----] followers, 12.8K engagements "COMEX #silver inventory down [----] million oz and registered stocks down [----] million oz. Big buyers stepping in. #silversqueeze" [X Link](https://x.com/j16425646/status/1701315601329742159) 2023-09-11T19:23Z [----] followers, [----] engagements "Unprecedented disparity in #silver prices in the East vs. West is unsustainable. Watch for a sudden squeeze. Silver of the SFE is strongly rising =$25.558/oz. https://t.co/ROhIduYwtw Silver of the SFE is strongly rising =$25.558/oz. https://t.co/ROhIduYwtw" [X Link](https://x.com/anyuser/status/1702372794808389933) 2023-09-14T17:24Z [----] followers, 19.7K engagements "Feels like #silver is about to go parabolic. Record premium on the SFE and exchange inventories are plunging globally. Another 850k oz out of the COMEX vaults today. It's similar to the oil deficit but bigger and less recognized. #silversqueeze #OOTT" [X Link](https://x.com/anyuser/status/1702760401090351202) 2023-09-15T19:04Z [----] followers, 21.9K engagements "Incredible price action in #silver despite a surge in real rates and the dollar. Something big is underway. #silversqueeze" [X Link](https://x.com/anyuser/status/1704860497651068948) 2023-09-21T14:09Z [----] followers, 17K engagements "1.54 million oz of #silver out of the COMEX vaults. SFE inventories are plunging. Something big is happening. #silversqueeze" [X Link](https://x.com/anyuser/status/1704938890497274105) 2023-09-21T19:21Z [----] followers, 24.1K engagements "The great nickel squeeze of [----] started with China and extended to a global squeeze. The same dynamics are emerging in the #silver market. SFE inventories are plunging Chinese premia have erupted and COMEX shorts are about to get obliterated. #silversqueeze" [X Link](https://x.com/j16425646/status/1705232191825858793) 2023-09-22T14:46Z [----] followers, 17.2K engagements "2.44 million oz of #silver out of the COMEX vaults today #silversqueeze" [X Link](https://x.com/anyuser/status/1706384376810861028) 2023-09-25T19:05Z [----] followers, 16.4K engagements "We will have a better idea tomorrow of the magnitude of the precious metals geopolitical risk premium based on #gold and #silver's reaction to this news. Suspect the pullback will be sharp but short lived" [X Link](https://x.com/j16425646/status/1726231050014126537) 2023-11-19T13:28Z [----] followers, [----] engagements "It will be interesting to see whether #gold and #silver give up Friday's gains on weekend news of a possible extended truce with Hamas and strong Holiday sales in the US. Either way the bull market for PMs is in early stages and [----] looks promising for a breakout" [X Link](https://x.com/j16425646/status/1728851233379856654) 2023-11-26T19:00Z [----] followers, [----] engagements "Sold remaining #silver and #gold positions. China and commodities continue deflating real rates imply significantly lower prices geopolitical risk abating and solar growth slowing. Expect a sharp near-term correction before a sustained breakout" [X Link](https://x.com/j16425646/status/1728969720567939577) 2023-11-27T02:51Z [----] followers, 43.2K engagements "#Platinum down 1.7% #palladium down 1% and #copper down 1%. #Silver is well off the highs but still acts relatively well. Let's see if it holds" [X Link](https://x.com/j16425646/status/1729176972407022027) 2023-11-27T16:34Z [----] followers, [----] engagements "$BBAI backlog soared from $266mn in Q2 to $437mn this quarter. Turned EBITDA positive and [----] guidance implies a huge Q4. Strong balance sheet and high short interest. Dearth of pure play AI stocks and $PLTR is expensive. This is a spec play but could be up big tomorrow" [X Link](https://x.com/j16425646/status/1853915678585041136) 2024-11-05T21:41Z [----] followers, [----] engagements "Something big brewing for precious metals. Platinum and palladium starting to surge coffee eggs and cocoa going parabolic and #silver feels like its ready to burst higher. FOMC cutting into higher inflation expectations and China unleashing liquidity. #silversqueeze" [X Link](https://x.com/j16425646/status/1871563853726883859) 2024-12-24T14:29Z [----] followers, 12.3K engagements "#Silver is the king of AI metals and primary beneficiary of electrification and power demand. Once this becomes common knowledge prices will soar to $100+. #silversqueeze" [X Link](https://x.com/anyuser/status/1872253619606810668) 2024-12-26T12:10Z [----] followers, 11.1K engagements "If the FOMC had explicitly increased its inflation target #silver would likely have soared to $50. The Fed effectively did this implictly by cutting rates and projecting more cuts despite raising it core PCE deflator expectations at YE '25 [--] bps to 2.5%. #silversqueeze" [X Link](https://x.com/j16425646/status/1872299456735146120) 2024-12-26T15:12Z [----] followers, [----] engagements "Something is erupting in precious metals. The action is extraordinary with the dollar going parabolic. It feels like #silver could surge $10+ in a matter of days (at which point it will still not reflect 400+mn oz of deficits over the past [--] months and growing). #silversqueeze" [X Link](https://x.com/anyuser/status/1874851329346253295) 2025-01-02T16:12Z [----] followers, 31.9K engagements "#Silver sliced through the [---] DMA this morning. China's sub 1.6% rates driving massive accumulation in precious metals effectively cornering a silver market that needs surging prices to tame 300mn oz deficits. Chinese buyers paying $32.50 for silver now. #silversqueeze" [X Link](https://x.com/anyuser/status/1875170851076931838) 2025-01-03T13:22Z [----] followers, [----] engagements "#Platinum surging 3.5% today. #Silver is about to go crazy. #silversqueeze" [X Link](https://x.com/j16425646/status/1876640644325654663) 2025-01-07T14:42Z [----] followers, [----] engagements "China's passenger car retail sales up [--] consecutive months. Commodities are starting to explode. It feels like the $FXI & $KWEB are about to surge as the RRR is cut in the coming days and anticipation builds towards fiscal spending plans revealed at the March meeting. $JD $BABA CPCA: CHINA SOLD [----] MLN PASSENGER CARS IN DEC UP 12.2% Y/Y OR 8.7% Y/Y. Retail sales of passenger vehicles +12% y/y to [-----] million units in December or +8.7% m/m. NEV retail sales [-----] mln +37.5% y/y +2.6% m/m. (47.6% of sold vehicles were NEVs) #Tesla China sold https://t.co/7H2BJEitFE CPCA: CHINA SOLD [----] MLN" [X Link](https://x.com/j16425646/status/1877357194343043280) 2025-01-09T14:10Z [----] followers, [----] engagements "It's encouraging that #silver is up on a day in which it typically would be down well over 5%. Dollar ripping rates ripping China imploding and it looks as if the FOMC cutting cycle that drove prices up 30% last year may have ended. Let's hope this lasts #silversqueeze" [X Link](https://x.com/j16425646/status/1877753064376996285) 2025-01-10T16:23Z [----] followers, [----] engagements "#Gold isn't acting well this morning given the soft #CPI print. It's possible today's strong financials earnings and the inflation print will suck capital out of precious metals but the path of least resistance is up and any dip is an opportunity to accumulate. #silver" [X Link](https://x.com/j16425646/status/1879534146273558949) 2025-01-15T14:20Z [----] followers, [----] engagements "This is the perfect environment for the GSR to rapidly normalize. China is ramping stimulus and the FOMC is cutting despite rising inflation. #Silver could soar to $50 with flat gold and it would still be undervalued relative to history. #silversqueeze" [X Link](https://x.com/j16425646/status/1879548241303458203) 2025-01-15T15:16Z [----] followers, [----] engagements "#Silver is about to go absolutely parabolic. #silversqueeze For comparison this futures versus spot signal appeared April [--] [----] What followed was a +108.60% move in the Silver price. This time readings are far more extreme. it took [---] days. For comparison this futures versus spot signal appeared April [--] [----] What followed was a +108.60% move in the Silver price. This time readings are far more extreme. it took [---] days" [X Link](https://x.com/anyuser/status/1879893878725378409) 2025-01-16T14:10Z [----] followers, 13.4K engagements "China is finally starting to implement policies that will drive consumption (appliances EVs smartphones etc.) just as the economic data is improving. Metals will soon go parabolic as shortages loom. #silversqueeze CHINA AUTOMOBILE DEALERS ASSOCIATION: OVER [--] MLN PASSENGER VEHICLES ARE ESTIMATED TO BENEFIT FROM AUTO TRADE-IN SUBSIDIES IN [----]. https://t.co/T2zZ4wKni8 $TSLA $BYD $NIO $LI $XPEV #XIAOMI https://t.co/rbdwaZxDYw CHINA AUTOMOBILE DEALERS ASSOCIATION: OVER [--] MLN PASSENGER VEHICLES ARE ESTIMATED TO BENEFIT FROM AUTO TRADE-IN SUBSIDIES IN [----]. https://t.co/T2zZ4wKni8 $TSLA $BYD $NIO" [X Link](https://x.com/j16425646/status/1880245210170683706) 2025-01-17T13:26Z [----] followers, [----] engagements "China exploded before the US open on reports that Trump and Xi spoke. $KWEB $BABA $FXI up 3-4%. Commodities haven't yet received the memo but could easily see #copper and #silver close up today. #silversqueeze" [X Link](https://x.com/j16425646/status/1880270114827956464) 2025-01-17T15:05Z [----] followers, [----] engagements "The first #silversqueeze weekend in years may finally be upon us. Waller effectively confirmed that the FOMC implicitly increased its inflation target China opening up the liquidity floodgates and #silver doesn't reflect a 300mn oz deficit. $SLV short interest up to 47mn shares" [X Link](https://x.com/j16425646/status/1880288087705808988) 2025-01-17T16:16Z [----] followers, 10K engagements "Just as the recent EFP blowout sets the stage for material upside volatility in precious metals reports emerge that Israel is planning to attack Iran's nuclear facilities imminently. #Gold and #silver could gap up massively on Monday. #silversqueeze #goldsqueeze According to Al-Arabiya Senior European Officials believe that Israel has decided to launch an Attack on Irans Nuclear Facilities following the Inauguration of U.S. President-Elect Donald Trump; with discussions being had between the Trump Administration and Israel on such an According to Al-Arabiya Senior European Officials believe" [X Link](https://x.com/j16425646/status/1880819011136725351) 2025-01-19T03:26Z [----] followers, [----] engagements "The dollar is crashing. No new tariffs combined with continuing uncertainty over future tariffs is a best case scenario for #gold and #silver (dollar crashing China boosted real rates down uncertainty stays elevated). Expect a 10%+ #silversqueeze in the coming days" [X Link](https://x.com/j16425646/status/1881352179191259525) 2025-01-20T14:44Z [----] followers, [----] engagements "So all of the crypto wealth is about to flood into #gold and #silver #silversqueeze TRUMP SPEECH ENDS WITH NO MENTION OF CRYPTO: INAUGURATION TRUMP SPEECH ENDS WITH NO MENTION OF CRYPTO: INAUGURATION" [X Link](https://x.com/j16425646/status/1881399745077510633) 2025-01-20T17:53Z [----] followers, [----] engagements "Over 50% of the U.S.'s #silver imports come from Mexico and Canada and they are at risk of facing imminent tariffs. #silversqueeze *TRUMP: THINK WOULD ENACT TARIFFS ON CANADA AND MEXICO ON FEB. [--] *TRUMP: THINK WOULD ENACT TARIFFS ON CANADA AND MEXICO ON FEB. 1" [X Link](https://x.com/anyuser/status/1881524479584772450) 2025-01-21T02:09Z [----] followers, 25.1K engagements "Market hasnt digested yesterday's developments for #silver. Trump threatening to impose 25% tariffs on Mexico and Canada which account for 50% of the U.S. silver imports and 1/3rd of total consumption on 2/1. Silver could gap 20+% higher in the coming days. #silversqueeze" [X Link](https://x.com/anyuser/status/1881681694337712467) 2025-01-21T12:34Z [----] followers, 13.6K engagements "The final #silver slam before the #silversqueeze. Platinum and palladium are flat today and copper has been rallying off its lows. The short position in silver is massive heading into a potential 25% tariff on 50% of imports a week from now. Last chance to cover" [X Link](https://x.com/anyuser/status/1882427153914204544) 2025-01-23T13:56Z [----] followers, 13.9K engagements "China's Great Solar Wall project alone will require [--] million oz of #silver. China stocking up on silver. The deficit is just too large. The GSR has soared to [--] and could rapidly normalize to half that doubling silver prices overnight. #silversqueeze https://www.ecoticias.com/en/china-great-solar-wall-energy/10675/ https://www.ecoticias.com/en/china-great-solar-wall-energy/10675/" [X Link](https://x.com/j16425646/status/1882759492720558327) 2025-01-24T11:56Z [----] followers, [----] engagements "$SLV short interest is up to [--] million shares [--] days to cover versus an avg over the past year of slightly over [--] day. The #silversqueeze starts today. #Gold is $20 from its ATH and #silver is still off 12% from its high in October. A 5-10% rally today is possible" [X Link](https://x.com/j16425646/status/1882764730881941618) 2025-01-24T12:17Z [----] followers, [----] engagements "The dream scenario for precious metals is unfolding. Faltering demand for Treasuries China stimulus stagflation and $ reserve status threatened with financial war declared on the entire world. Expect #gold and #silver to be limit up in the coming days. #silversqueeze" [X Link](https://x.com/anyuser/status/1909674056951250966) 2025-04-08T18:25Z [----] followers, 13.9K engagements "Which silver miner will be the first to mimic $MSTR's strategy with Ag P/NAV would explode silver stocks would run dry and prices would surge to ATHs. There has been [--] bn oz sucked out of the market in [--] yrs and one large buyer would cause the #silversqueeze of a lifetime" [X Link](https://x.com/j16425646/status/1916900391691694436) 2025-04-28T17:00Z [----] followers, [----] engagements "The last parabolic phase of the #gold and #silver bull market begins. Phase 1: scramble for physical in the face of potential bullion tariffs; Phase 2: trade war fears; Phase 3: recessionary data forces the FOMC to cut aggressively into accelerating inflation. #silversqueeze" [X Link](https://x.com/j16425646/status/1917890364125426030) 2025-05-01T10:34Z [----] followers, [----] engagements "$SPCB is an interesting microcap. 10X upside potential. Leader in electronic monitoring a countercyclical theme that benefits from mayhem and rising unemployment. Accelerated traction in the US cash flow positive recurring revenue model and improved b/s removes major risk" [X Link](https://x.com/j16425646/status/1919787665861325190) 2025-05-06T16:13Z [----] followers, [---] engagements "$AXON trades at 20X sales while $SPCB trades at 1X sales. $SPCB is an easy acquisition target. With the b/s fixed consistent profitability highly visible recurring revenue and an explosion in penetration across Europe and the US could trade to $50+ over the next [--] months" [X Link](https://x.com/j16425646/status/1920804628192432416) 2025-05-09T11:34Z [----] followers, [---] engagements "$SPCB blowout quarter. The stock is a 5-bagger at a minimum. Trades at 1X sales and 2/3s of BV with 63% gross margins recurring high visibility revenue and accelerating penetration in electronic monitoring. $AXON could acquire it for $100 per share and make it accretive" [X Link](https://x.com/j16425646/status/1922663319782965659) 2025-05-14T14:40Z [----] followers, [---] engagements "Huge news for the electronic monitoring market and $SPCB. The UK approved $1bn of funding to buy 30k new electronic tags. $GOOG and $PLTR developing AI risk software for the government. $SPCB is a leader in AI monitoring tech. Easy acquisition target. https://www.scottishlegal.com/articles/ps700m-plan-to-tag-40000-offenders-under-labour-reforms https://www.scottishlegal.com/articles/ps700m-plan-to-tag-40000-offenders-under-labour-reforms" [X Link](https://x.com/j16425646/status/1924785047959134300) 2025-05-20T11:11Z [----] followers, [---] engagements "$SPCB beat another incumbent to win a contract in VA. Momentum is accelerating in the US and Europe (95% of the electronic monitoring market). 60%GMs $3/shr of normalized earnings and trades at 1X BV. Worth $50 - $100+. $AXON is a likely acquirer. https://markets.ft.com/data/announce/detaildockey=600-202505200845PR_NEWS_USPRX____LN92193-1 https://markets.ft.com/data/announce/detaildockey=600-202505200845PR_NEWS_USPRX____LN92193-1" [X Link](https://x.com/j16425646/status/1924815753062051980) 2025-05-20T13:13Z [----] followers, [---] engagements "Wow. $SPCB's presentation at Sidoti was unbelievably bullish. Conveyed confidence in big impending contract wins. Growing at 3X the industry yet it trades at a fraction of $GEO's multiple. CEO has 1x1s today and tomorrow. Likely to see a deluge of buying activity and $10+. $SPCB is presenting at the Sidoti conference this morning. With short interest ballooning EPS exploding and massive contract momentum could see a few funds follow Armistice Capital into the stock. Tiny float lends itself to outsized squeeze potential. https://t.co/COGUzoHsMu $SPCB is presenting at the Sidoti conference this" [X Link](https://x.com/j16425646/status/1925209969164525979) 2025-05-21T15:19Z [----] followers, [----] engagements "Yesterday's $SPCB presentation transcript - Stock should start gapping up in $3+ increments to $50+. Software margins (63%) countercyclical 30% growth ARR model yet trades at 3X normalized EPS. 65% win rate. 10% market share = $200mn in revenue. https://au.investing.com/news/transcripts/supercom-at-sidoti-conference-electronic-monitoring-growth-strategy-93CH-3854130 https://au.investing.com/news/transcripts/supercom-at-sidoti-conference-electronic-monitoring-growth-strategy-93CH-3854130" [X Link](https://x.com/j16425646/status/1925503492589760755) 2025-05-22T10:46Z [----] followers, [---] engagements "$SPCB trades at 1.3X '24 sales has 63% GMs and a 31% CAGR over [--] years. $AXON trades at 27X '24 sales has 60% GMs and similar growth. SPCB has 2% market share in electronic monitoring but wins 65% of contracts. At 50% of Axon's multiple SPCB is worth $100+ today up 10X" [X Link](https://x.com/j16425646/status/1927313748462633432) 2025-05-27T10:39Z [----] followers, [---] engagements "Have to think acquirers like $GEO and $AXON are circling around $SPCB seeking to acquire the company. SPCB won its 10th US state contract today and it's displacing much larger incumbents at a record pace. If SPCB were based in the US it would likely be a $100+ stock" [X Link](https://x.com/j16425646/status/1927428611121746426) 2025-05-27T18:16Z [----] followers, [----] engagements "$GEO's electronic monitoring segment was down 10% YoY. It generates 13% of its sales from this segment and it just announced a $70mn investment to strengthen its tech to ramp with ICE and the government. GEO needs to acquire $SPCB. SPCB is taking share and has better tech" [X Link](https://x.com/j16425646/status/1927741980592742784) 2025-05-28T15:01Z [----] followers, [----] engagements "The bull case on $SPCB: 1.5% current penetration in electronic monitoring market vs. current win rate 65% Gets to 10% market share or $200mn in sales in next [--] yrs EBIT margins at scale 35% (63% GMs today) [----] EBIT $70mn/EPS $12/shr Stock trades at 30X = $360/shr" [X Link](https://x.com/j16425646/status/1928108071231898002) 2025-05-29T15:16Z [----] followers, [---] engagements "$SPCB - the final pullback before the parabolic move higher. 1X [----] sales and 3X EBITDA with growth about to surge from existing contract expansions and record new contract momentum. There's going to be massive consolidation and $GEO or $AXON are likely eyeing SPCB" [X Link](https://x.com/j16425646/status/1929560330608554111) 2025-06-02T15:26Z [----] followers, [---] engagements "$SPCB spent $45mn in tech R&D in the past [--] years. It's equity is valued at a 10% discount to R&D spend despite the company generating run rate EBITDA of $10+mn and taking share from $GEO. The new AI functionality is incredible. The stock is easily worth 5X-10X in a takeover" [X Link](https://x.com/j16425646/status/1929863672010084628) 2025-06-03T11:32Z [----] followers, [----] engagements "Today's $SPCB news is massive. Statewide technology procurement contract is a platform through which to scale rapidly in the US with short sales cycles. SPCB becoming a big threat to $GEO's monitoring segment. $50+/shr takeover increasingly likely. https://markets.ft.com/data/announce/detaildockey=600-202506040854PR_NEWS_USPRX____LN03062-1 https://markets.ft.com/data/announce/detaildockey=600-202506040854PR_NEWS_USPRX____LN03062-1" [X Link](https://x.com/j16425646/status/1930252124354490498) 2025-06-04T13:15Z [----] followers, [---] engagements "With SMR and uranium stocks going crazy $LITM is interesting. Two promising uranium projects and a lithium project with a potential NPV of $1bn. $25mn market cap strong cash. Gallium discovery exciting with China supply risk and SMR JV interesting with $OKLO and others ripping" [X Link](https://x.com/j16425646/status/1930598268800503922) 2025-06-05T12:11Z [----] followers, [----] engagements "$GEO's sale of Lawton for $300mn increases its cash position 5X. Could ignite speculation about an acquisition of $SPCB which is a higher margin faster growing business than GEO and is trading at a lower multiple. SPCB is becoming a major threat to GEO in the US" [X Link](https://x.com/j16425646/status/1930684413618323476) 2025-06-05T17:53Z [----] followers, [---] engagements "$SPCB announced another service provider win in the US. It's rapidly penetrating the 1.5bn US market for electronic monitoring. 65% win rate in Europe. If they win 10% share in the US that's 5X current sales. $GEO is likely to acquire SPCB for $50-100. https://www.streetinsider.com/PRNewswire/SuperCom+Signs+New+Contract+with+Southeastern+Electronic+Monitoring+Service+Provider+to+Boost+U.S.+Market+Expansion/24907090.html https://www.streetinsider.com/PRNewswire/SuperCom+Signs+New+Contract+with+Southeastern+Electronic+Monitoring+Service+Provider+to+Boost+U.S.+Market+Expansion/24907090.html" [X Link](https://x.com/j16425646/status/1930978495695290802) 2025-06-06T13:22Z [----] followers, [---] engagements "$SPCB $GEO $AXON should gap up big on Monday's open. MEXICAN NATIONALISTS COMPTON https://t.co/KpvZP5jySb MEXICAN NATIONALISTS COMPTON https://t.co/KpvZP5jySb" [X Link](https://x.com/j16425646/status/1931689386871078937) 2025-06-08T12:26Z [----] followers, [----] engagements "Interesting $SPCB contract announced this morning. Further increases the probability that $GEO tries to acquire the company. Still way too cheap at 3X EBITDA with with unprecedented contract momentum. Squeeze to $20+ probable in coming days. https://www.stocktitan.net/news/SPCB/super-com-wins-new-contract-valued-at-up-to-2-5-million-in-north-esm2nt89pupc.html https://www.stocktitan.net/news/SPCB/super-com-wins-new-contract-valued-at-up-to-2-5-million-in-north-esm2nt89pupc.html" [X Link](https://x.com/j16425646/status/1932792299072766036) 2025-06-11T13:29Z [----] followers, [----] engagements "Israeli stocks could be revalued with the Iran nuclear threat disappearing. $SPCB trades at 1.2X '25 sales and 3X EBITDA while the IoT sector trades at 4X sales. SPCB has accelerating growth 63% GMs a strong b/s and it's likely to draw a bidding war from $GEO and $AXON. TEHRAN READY TO ABANDON ENRICHMENT BUT NEEDS A FACE-SAVING EXIT: IRANWIRE In an exclusive interview a high-ranking Iranian diplomat revealed that Irans military and political leadership are prepared to give up uranium enrichment to preserve the regime. But we need a TEHRAN READY TO ABANDON ENRICHMENT BUT NEEDS A FACE-SAVING" [X Link](https://x.com/j16425646/status/1934585111435268242) 2025-06-16T12:13Z [----] followers, [----] engagements "Israeli ADRs about to become the next meme stocks $SPCB $ESLT $WIX $SBET" [X Link](https://x.com/j16425646/status/1934635288212783255) 2025-06-16T15:32Z [----] followers, [---] engagements "$SPCB is about to pull an $HUSA-like move. Israel could scale its electronic monitoring contract with SPCB from [----] enrollees to tens of thousands in the near-term" [X Link](https://x.com/j16425646/status/1935047419017969897) 2025-06-17T18:50Z [----] followers, [---] engagements "$SPCB is about to go parabolic. The next great meme stock that unlike others is significantly undervalued and has an incredible story (recurring revenue high margins substantial cash flow taking market share in an oligopolistic growing industry). The Tel Aviv Stock Exchange ended at its highs of the day https://t.co/D7PP5x4qJQ The Tel Aviv Stock Exchange ended at its highs of the day https://t.co/D7PP5x4qJQ" [X Link](https://x.com/j16425646/status/1935751372592259447) 2025-06-19T17:27Z [----] followers, [---] engagements "Watch $SPCB this week. Float is 3mn shares and it's one of the scarce opportunities to invest in the Israel revaluation theme with Iran's nuclear program no longer a threat. Beneficiary of global chaos as more offenders boost electronic monitoring. The next meme stock $GME TA35 Tel Aviv [--] stock index near the highs of the day. Investors are really concerned 😀 https://t.co/UbqaDsHhMW TA35 Tel Aviv [--] stock index near the highs of the day. Investors are really concerned 😀 https://t.co/UbqaDsHhMW" [X Link](https://x.com/j16425646/status/1936796318141427957) 2025-06-22T14:40Z [----] followers, [----] engagements "$SPCB will likely squeeze $20 in the coming days. Israel's stock market has surged to all time highs and SPCB trades at 3X EBITDA with 63% margins a sticky recurring revenue model and massive market share gains in an oligopolistic market. Takeout value $100. $GEO $AXON" [X Link](https://x.com/j16425646/status/1937159064980521442) 2025-06-23T14:41Z [----] followers, [---] engagements "$SPCB should go crazy today. Israeli stocks exploding with Iran's nuclear threat reduced. US investors seeking to play the Israel revaluation theme have limited options. The company raised money at $11/shr in January. It's worth at least $50-$100. $AXON & $GEO likely acquirers" [X Link](https://x.com/j16425646/status/1937491903290966236) 2025-06-24T12:44Z [----] followers, [----] engagements "$SPCB breakout imminent. Consolidating around the $11 price of its January offering. Since then it received a big order in Europe closed a domestic violence deal closed deals in AZ KY UT VA NE and NC and crushed Q1 estimates with $10mn EBITDA run-rate. Stock worth $50" [X Link](https://x.com/j16425646/status/1938209528379511020) 2025-06-26T12:15Z [----] followers, [---] engagements "$AXON is trading at an all time high today. $SPCB would have to rally 80% to hit its 52-week high. Added more" [X Link](https://x.com/j16425646/status/1938283880789787105) 2025-06-26T17:11Z [----] followers, [---] engagements "$SPCB selling drying up. A clean break above the January $11 offering price results in blue skies to 52-week highs up 80% from here. NYC mayoral elections @ZohranKMamdani police defunding likely reignites the prison/electronic monitoring theme. $AXON $GEO $SPCB" [X Link](https://x.com/j16425646/status/1938606743396999424) 2025-06-27T14:33Z [----] followers, [---] engagements "$GEO ramping acquisitions. It likely acquires $SPCB for $50+. $SPCB is taking meaningful market share with its superior technology. Electronic monitoring industry only has [--] players globally and there's a history of consolidation. https://www.stocktitan.net/news/GEO/the-geo-group-announces-it-has-entered-into-a-purchase-agreement-to-56odbd6w4p9o.html https://www.stocktitan.net/news/GEO/the-geo-group-announces-it-has-entered-into-a-purchase-agreement-to-56odbd6w4p9o.html" [X Link](https://x.com/j16425646/status/1940021341928734831) 2025-07-01T12:15Z [----] followers, [---] engagements "Seller of $SPCB getting cleaned up over the past several days. Stock is 11% below its January equity offering price despite a transformative quarter for contract wins and record Q1 EBITDA. Easy move to $15+ in the coming days as the selling dissipates. $GEO likely acquirer" [X Link](https://x.com/j16425646/status/1940435526856917427) 2025-07-02T15:40Z [----] followers, [---] engagements "$GEO $SPCB and $CXW could surge 10%-30% on this development. $SPCB has a low float and should go crazy this week. $GEO currently has a market cap of $3.5 billion. There are only two major private prison companies$GEO and $CXW. The Big Beautiful Bill allocates $175 billion toward the deportation force with $45 billion specifically earmarked for ICE detention centers. https://t.co/cgo4Ba3InS $GEO currently has a market cap of $3.5 billion. There are only two major private prison companies$GEO and $CXW. The Big Beautiful Bill allocates $175 billion toward the deportation force with $45 billion" [X Link](https://x.com/j16425646/status/1941831951620485443) 2025-07-06T12:09Z [----] followers, [----] engagements "$SPCB selling has dried up. Big Beautiful Bill a major tailwind for electronic monitoring drawing new buyers to follow Armistice Capital into Supercom. Stock trades at 2X '25 EBITDA (including trade receivables). Belongs at 12X or $50 per share. 30% growth 63% margins" [X Link](https://x.com/j16425646/status/1942625659500761250) 2025-07-08T16:43Z [----] followers, [---] engagements "@valuedrift There is virtually no chance of dilution for $SPCB. A large share buyback is more likely. The company has $17 million in cash $24 million in debt and $14 million of net receivables. EBITDA run rate $10 mn and likely to ramp to $20mn+ this year. FCF in '25 likely +$15mn" [X Link](https://x.com/j16425646/status/1942994604359287131) 2025-07-09T17:09Z [----] followers, [---] engagements "@valuedrift Yes. $SPCB is starting to gush free cash flow. 63% margins $10mn EBITDA run rate recurring revenue with virtually no churn good balance sheet. Easy M&A target for a PE fund. $GEO likely acquires the company this year at a big premium as SPCB is eating their lunch in the US" [X Link](https://x.com/j16425646/status/1942998441031831655) 2025-07-09T17:25Z [----] followers, [---] engagements "Wouldn't be surprised to see a bidding war for $SPCB. $GEO $CXW $AXON likely acquirers. SPCB is a pure play in electronic monitoring that's rapidly gaining share in the US and Europe. Recurring revenue businesses with 63% margins don't trade at 3X EBITDA. This is a 5-bagger" [X Link](https://x.com/j16425646/status/1943708844296712246) 2025-07-11T16:27Z [----] followers, [----] engagements "New ICE memo is a game changer for $CXW $GEO and $SPCB. An explosion in the detention of migrants will propel an explosion in electronic monitoring. $SPCB is a pure play that is rapidly taking market share in the US. $40mn market cap and tiny float. https://www.dailymail.co.uk/news/article-14905999/ICE-memo-migrant-bond-hearings.html https://www.dailymail.co.uk/news/article-14905999/ICE-memo-migrant-bond-hearings.html" [X Link](https://x.com/j16425646/status/1945065887490331111) 2025-07-15T10:20Z [----] followers, [----] engagements "$SPCB wins 11th US state contract Allied Universal and BI Inc (owned by $GEO) losing share to Supercom. $SPCB trades at 3X EBITDA with a strong balance sheet ARR and 63% GMs growing TAM. Likely to be acquired by $GEO $AXON $CXW Allied for $50+. https://www.streetinsider.com/PRNewswire/SuperCom+Secures+New+Contract+in+Tennessee%2C+Expanding+U.S.+Presence+into+11th+New+U.S.+State+in+Less+Than+a+Year/25058049.html https://www.streetinsider.com/PRNewswire/SuperCom+Secures+New+Contract+in+Tennessee%2C+Expanding+U.S.+Presence+into+11th+New+U.S.+State+in+Less+Than+a+Year/25058049.html" [X Link](https://x.com/j16425646/status/1945473144518590646) 2025-07-16T13:18Z [----] followers, [----] engagements "Best way to play detention center and prison overcrowding is $SPCB a microcap pure play in electronic monitoring trading at 3X EBITDA. It's worth $50. https://reason.com/2025/07/18/ice-is-shipping-detainees-to-hawaii-as-bed-space-on-the-u-s-mainland-fills-up/ https://reason.com/2025/07/18/ice-is-shipping-detainees-to-hawaii-as-bed-space-on-the-u-s-mainland-fills-up/" [X Link](https://x.com/j16425646/status/1946266368384389217) 2025-07-18T17:50Z [----] followers, [---] engagements "Inhumane conditions at overcrowded ICE detention facilities is about to lead to a supercycle in electronic monitoring. $GEO has exposure but $SPCB is a pure play microcap with 10X+ potential upside. https://economictimes.indiatimes.com/news/international/us/tied-up-starved-forced-to-kneel-inside-the-ice-hellhole-florida-jail-treating-migrants-worse-than-dogs/articleshow/122820951.cmsfrom=mdr https://economictimes.indiatimes.com/news/international/us/tied-up-starved-forced-to-kneel-inside-the-ice-hellhole-florida-jail-treating-migrants-worse-than-dogs/articleshow/122820951.cmsfrom=mdr" [X Link](https://x.com/j16425646/status/1947663063391559778) 2025-07-22T14:20Z [----] followers, [----] engagements "Wouldn't be surprised if $SPCB emerges as the next big meme stock. $40mn market cap taking massive share in a growth market that thrives on chaos. Tighter float than other runners like $GPRO $DNUT $FLWS" [X Link](https://x.com/j16425646/status/1947999811510104247) 2025-07-23T12:38Z [----] followers, [---] engagements "Worsening prison overcrowding in Europe will result in parabolic growth in electronic monitoring. $SPCB has a 65% contract win rate in Europe. https://www.coe.int/en/web/portal/-/increasing-overcrowding-in-european-prisons https://www.coe.int/en/web/portal/-/increasing-overcrowding-in-european-prisons" [X Link](https://x.com/j16425646/status/1948389920952713554) 2025-07-24T14:28Z [----] followers, [---] engagements "Massive news for $SPCB and $GEO - @washingtonpost reporting that ICE has been ordered to fetter 160k immigrants with electronic monitors. $GEO the biggest beneficiary but $SPCB gaining market share and likely wins a piece. $GEO likely acquires $SPCB. https://www.wsws.org/en/articles/2025/07/25/ztjq-j25.html https://www.wsws.org/en/articles/2025/07/25/ztjq-j25.html" [X Link](https://x.com/j16425646/status/1948712049673961818) 2025-07-25T11:48Z [----] followers, [---] engagements "$GEO is catching a bid for the second day. $SPCB is an undiscovered gem that's about to go parabolic" [X Link](https://x.com/j16425646/status/1948775094123151412) 2025-07-25T15:59Z [----] followers, [---] engagements "$GEO is exploding $SPCB is about to go wild" [X Link](https://x.com/j16425646/status/1948788855433306513) 2025-07-25T16:54Z [----] followers, [----] engagements "@Ashton_1nvests $SPCB could be up 20X by [----] and 5-10X this year. Pure play in offender electronic monitoring 3X EBITDA 30% growth that will accelerate with ICE detentions exploding and massive share gains in the US. Prisons at overcapacity. Easy acquisition candidate for $GEO or $AXON" [X Link](https://x.com/j16425646/status/1950157947729818097) 2025-07-29T11:34Z [----] followers, [---] engagements "$SPCB selling has dried up. The stock is down 15% since the January '25 private placement at $11 yet since then SPCB has crushed estimates deleveraged and announced [--] new contracts. How much would PE pay for a company generating $40mn of ARR with 63% margins Worth $50" [X Link](https://x.com/j16425646/status/1950200170664050759) 2025-07-29T14:22Z [----] followers, [---] engagements "$SPCB has a small noncore cyber security business. If it were to attain a multiple anywhere near $CYBR's likely multiple from a $PANW acquisition the company could buy back more than 1/3 of the company with only a 4% impact to sales" [X Link](https://x.com/j16425646/status/1950269842633740342) 2025-07-29T18:58Z [----] followers, [---] engagements "$SPCB analysis published this morning yields a price target of $68 - $120 up 14X from the current price. Allied Universal $GEO $AXON (which crushed earnings last night) cited as acquirers of $SPCB. https://seekingalpha.com/article/4808618-supercom-an-undiscovered-microcap-with-10-fold-potential-upside https://seekingalpha.com/article/4808618-supercom-an-undiscovered-microcap-with-10-fold-potential-upside" [X Link](https://x.com/j16425646/status/1952680389819891964) 2025-08-05T10:37Z [----] followers, [----] engagements "$AXON is up 15% today and now trades at 21X [----] sales. $SPCB has grown faster over the past [--] years has much higher EBITDA margins (35% vs. 25%) and has better growth prospects yet it trades at 1X [----] sales. The rally in $SPCB could get silly" [X Link](https://x.com/j16425646/status/1952750056244756491) 2025-08-05T15:14Z [----] followers, [---] engagements "Following $AXON's blockbuster quarter $GEO beat estimates this morning. This is a space with little market cap that could attract a deluge of capital. $GEO seems to be losing share in electronic monitoring to $SPCB and Allied and it likely will try to acquire $SPCB" [X Link](https://x.com/j16425646/status/1953083054777344282) 2025-08-06T13:17Z [----] followers, [---] engagements "Wow $GEO conf call ongoing and it's a massive positive for $SPCB. Saying ICE to soon issue RFPs for the ISAP GPS contract $GEO's BI has exclusivity now but $SPCB could win a big piece. Read this article on path to $120 for $SPCB. $GEO to acquire $SPCB https://seekingalpha.com/article/4808618-supercom-an-undiscovered-microcap-with-10-fold-potential-upside https://seekingalpha.com/article/4808618-supercom-an-undiscovered-microcap-with-10-fold-potential-upside" [X Link](https://x.com/j16425646/status/1953114932955734180) 2025-08-06T15:24Z [----] followers, [----] engagements "$SPCB should literally be up $10 on this $GEO call. Nobody anticipated that BI (owned by $GEO) would lose any of the ICE contract and it's a potential $400mn+ opportunity that $SPCB could win a big piece of. GEO also talking abut full prisons and shift to GPS systems" [X Link](https://x.com/j16425646/status/1953118540656968172) 2025-08-06T15:38Z [----] followers, [----] engagements "$GEO management just confirmed that ICE is moving away from BI SmartLINK to ankle GPS monitors It's logical that $GEO will acquire $SPCB imminently before the ISAP RFPs go out" [X Link](https://x.com/j16425646/status/1953122519537389813) 2025-08-06T15:54Z [----] followers, [----] engagements "$SPCB announced a new contract in Alabama this AM. Its land and expand strategy in the US is working resulting in an acceleration in revenue growth in 2H [----]. The stock trades at 5X run-rate earnings and there's a path towards 100+% growth next yr. https://www.investing.com/news/company-news/supercom-secures-second-electronic-monitoring-contract-in-alabama-93CH-4202229 https://www.investing.com/news/company-news/supercom-secures-second-electronic-monitoring-contract-in-alabama-93CH-4202229" [X Link](https://x.com/j16425646/status/1958158622963159290) 2025-08-20T13:26Z [----] followers, [---] engagements "Capital flight underway into safe havens. Precious metals $XLP $GEO etc. capturing outflows from momentum stocks. $SPCB is the ultimate countercyclical play -- electronic offender and domestic violence monitoring at 5X [----] EPS and 2X [----] est. Could see a monster rally" [X Link](https://x.com/j16425646/status/1958168447365292254) 2025-08-20T14:05Z [----] followers, [---] engagements "$SPCB selling is done. Volume is drying up. Float is in tighter hands. Stock trades at 5X run-rate earnings. With $IWM running this could go crazy. Upside to $100+. https://seekingalpha.com/article/4808618-supercom-an-undiscovered-microcap-with-10-fold-potential-upside https://seekingalpha.com/article/4808618-supercom-an-undiscovered-microcap-with-10-fold-potential-upside" [X Link](https://x.com/j16425646/status/1958898040648933609) 2025-08-22T14:24Z [----] followers, [---] engagements "Micro/small caps like $OPAD $OPEN $GPRO going crazy. $SPCB will be the next big one" [X Link](https://x.com/j16425646/status/1960059415488503977) 2025-08-25T19:19Z [----] followers, [----] engagements "$SPCB now trading at 4.5X run-rate earnings and 2X [----] EPS. $38 million market cap and gaining market share from $GEO and Allied Universal. Company teased big news coming shortly on AI on its recent cc. If it catches the AI wave there's near-term upside to $100" [X Link](https://x.com/j16425646/status/1960337951415562284) 2025-08-26T13:46Z [----] followers, [----] engagements "Potential acquirers of $SPCB like $GEO $AXON and Allied must be salivating. $SPCB reported net accounts receivables of $18.7 mn half of its market cap. Its $15mn of cash + $18.7mn of net receivables is essentially its entire market cap and it is on a $10mn EBITDA run rate" [X Link](https://x.com/j16425646/status/1960355715144360088) 2025-08-26T14:56Z [----] followers, [---] engagements "(6/8) The SeekingAlpha analysis argues that if $SPCB were to capture just 10% of the additional GPS devices for the [------] illegal aliens enrolled in ISAP who are not currently wearing monitors the stock could soar to $120 per share" [X Link](https://x.com/j16425646/status/1960658971166966256) 2025-08-27T11:01Z [----] followers, [---] engagements "(7/8) On its call $GEO management acknowledged that the door is about to open for additional electronic monitoring contractors like $SPCB to the massive ISAP opportunity. Investors missed this but it's a huge development for $SPCB and M&A potential" [X Link](https://x.com/j16425646/status/1960658974736527695) 2025-08-27T11:01Z [----] followers, [---] engagements "(8/8) It would be smart for $GEO to seek to acquire $SPCB before RFPs are submitted but we suspect there will be fierce competition from Allied Universal (which has been on a massive acquisition spree) $AXON and private equity" [X Link](https://x.com/j16425646/status/1960658976946696370) 2025-08-27T11:01Z [----] followers, [---] engagements "Grok on $SPCB: Several factors suggest it could be an attractive target: Small market cap and niche technology make it affordable for larger firms or private equity buyers. Recent financial improvements and new contracts enhance its appeal. Industry consolidation trends in IoT" [X Link](https://x.com/j16425646/status/1961448213015110108) 2025-08-29T15:17Z [----] followers, [---] engagements "$SPCB is about to go crazy. Microcap leader in offender electronic monitoring (countercyclical as higher unemployment is tied to higher incarceration) trading at 4.5X run-rate eps gaining share high short interest and acquisition candidate (i.e. $GEO $AXON). #nfp" [X Link](https://x.com/j16425646/status/1963972461797765477) 2025-09-05T14:28Z [----] followers, [----] engagements "@pepemoonboy $SPCB - $40 million microcap; one of the leaders in offender electronic monitoring; trades at 5X run rate earnings with the potential to double EPS in 26; strong balance sheet with net accts rcvbl of 1/2 the market cap; winning share against $GEO in the US and dominating EU" [X Link](https://x.com/j16425646/status/1965006586050658340) 2025-09-08T10:57Z [----] followers, [---] engagements "(2/11) The GPS monitoring industry is emerging into a super cycle. The UK just published a bill in which [-----] more offenders/yr will be tagged @realDonaldTrump is seeking to apply GPS monitors on all illegal aliens and Morocco just introduced a new electronic monitoring law" [X Link](https://x.com/j16425646/status/1965392078797685248) 2025-09-09T12:29Z [----] followers, [---] engagements "(3/11) $SPCB is one of [--] global players and the moat is real. The company's Israeli roots have resulted in its disruptive tech not dissimilar from Israeli tech leaders like $CYBR $WIX $MBLY and Waze. It's AI analytics battery tech and location tech are unparalleled" [X Link](https://x.com/j16425646/status/1965392080399986855) 2025-09-09T12:29Z [----] followers, [---] engagements "(4/11) Hence $SPCB is starting to take material market share from the incumbents like $GEO and Allied Universal. The company has a 65% win rate in Europe and it's starting to dominate in the US (75% of the global market) with [--] contract wins in the past [--] year" [X Link](https://x.com/j16425646/status/1965392081935061200) 2025-09-09T12:29Z [----] followers, [---] engagements "(5/11) $SPCB's balance sheet is fixed and it is now gushing cash flow. At year-end [----] $SPCB had $3mn of cash and $30mn of debt. It now has $15mn of cash $20mn of accounts receivable and $23.6mn of debt. It is generating $10mn of annualized EBITDA and $2 of EPS" [X Link](https://x.com/j16425646/status/1965392083554009552) 2025-09-09T12:29Z [----] followers, [---] engagements "(9/11) Recent discussions with Trabelsi reveal a conservative confident CEO who believes $SPCB's growth acceleration is in early innings and the company is misperceived and undervalued with virtually no sell-side coverage and investors who anchor to the past dilutive phases" [X Link](https://x.com/j16425646/status/1965392089497354554) 2025-09-09T12:29Z [----] followers, [---] engagements "(10/11) The end game for $SPCB is likely that it gets acquired. $AXON $GEO and Allied Universal are possible acquirers. $AXON has similar growth and margins to $SPCB yet it trades at 22X sales almost 20X $SPCB's multiple" [X Link](https://x.com/j16425646/status/1965392090927649215) 2025-09-09T12:29Z [----] followers, [---] engagements "(11/11) $SPCB has a market cap of just $40mn which is nonsensical for a company generating $10mn of EBITDA with 60+% margins AI and ARR. The float is just 3.5mn shares and the short interest is 6% of the float. One or two large investors could take $SPCB up multiple-fold" [X Link](https://x.com/j16425646/status/1965392092429262952) 2025-09-09T12:29Z [----] followers, [---] engagements "@zerohedge Investors will be scrambling to identify beneficiaries of higher unemployment. Offender incarceration and electronic monitoring my be the most obvious example. $GEO $SPCB" [X Link](https://x.com/j16425646/status/1965421163435491560) 2025-09-09T14:24Z [----] followers, [---] engagements "@Gaid1a $SPCB has generated $0.50 per quarter of EPS for the past two quarters. It is trading at less than 5X EPS. Four massive EU contracts are or soon will be up for award and SPCB has a 65% win rate. And the US acceleration is just starting. $GEO and $AXON have to be circling" [X Link](https://x.com/j16425646/status/1965783760978481435) 2025-09-10T14:25Z [----] followers, [---] engagements "@zerohedge Agreed. $SPCB is the speculative play to own in this arena. Israeli company that's a leader in offender electronic monitoring taking share from $GEO $40mn market cap high short interest 5X EPS meme stock potential as capital floods into the space" [X Link](https://x.com/j16425646/status/1966157113417413093) 2025-09-11T15:09Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@j16425646 JC
JC posts on X about $spcb, silver, $geo, in the the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-----] -15%
- [--] Month [------] -25%
- [--] Months [-------] +144%
- [--] Year [-------] -65%
Mentions: [--] #
- [--] Week [--] -48%
- [--] Month [--] -10%
- [--] Months [---] +174%
- [--] Year [---] +566%
Followers: [-------] #
- [--] Week [-----] +0.24%
- [--] Month [-----] +1.40%
- [--] Months [-----] +5.70%
- [--] Year [-----] +10%
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks countries technology brands automotive brands cryptocurrencies travel destinations social networks celebrities exchanges
Social topic influence $spcb, silver, $geo, in the, $axon, gold, market cap, $slv, stocks, oz
Top assets mentioned The GEO Group, Inc. (GEO) Axon Enterprise, Inc. (AXON) Cano Health, Inc. (CANO) SPDR GOLD ETF (GLD) CoreCivic, Inc. (CXW) CVS Health Corp (CVS) Humana Inc (HUM) Oklo Inc. (OKLO) Tesla, Inc. (TSLA) Amazon.com, Inc. (AMZN) Newmont Corporation (NEM) NVIDIA Corp. (NVDA) First Solar, Inc. (FSLR)
Top Social Posts
Top posts by engagements in the last [--] hours
"Retail sales plunging. Disparity between $BAC's CC data and today's #'s indicates consumers spending less while plunging further into debt. With demand grinding to a halt and inflation elevated the Fed will have to raise its inflation target. Buy #gold and #silver. $GLD $SLV Core Retail Sales Disappoints In August July Revised Down https://t.co/67U3fGqQzZ Core Retail Sales Disappoints In August July Revised Down https://t.co/67U3fGqQzZ"
X Link 2022-09-15T12:58Z [----] followers, [--] engagements
"The BOE's shocking inflection from QT to unlimited QE is the catalyst that could result in a sustained and fierce reversal in #gold. It's just a matter of time before other central banks follow resulting in pervasive money printing in the face of elevated inflation. $GLD $GDX"
X Link 2022-09-28T12:13Z [----] followers, [---] engagements
"$FCX finally had a decent quarter It should be a good day for the $GDX (which closed $0.09 below NAV yesterday) especially if jobless claims come in higher than expected. $NEM $GOLD $AEM"
X Link 2022-10-20T12:25Z [----] followers, [--] engagements
"$CANO now trades at 10% of the recent primary care M&A valuations paid for comps by $CVS and $AMZN. The company will gush cash flow in [----] and it has $200 million in cash net receivables and untapped lines of credit. Little downside and 1000% upside from here"
X Link 2022-11-18T16:56Z [----] followers, [--] engagements
""Several potential buyers weighing bids" for $CANO at the time that the company decided to go exclusive with $CVS. With CVS out of the mix $HUM $AMZN and $WMT are free to acquire the company. This saga is just getting started and buyout is inevitable. https://www.fiercehealthcare.com/providers/cano-health-shares-plummet-after-reports-cvs-walked-away-potential-acquisition https://www.fiercehealthcare.com/providers/cano-health-shares-plummet-after-reports-cvs-walked-away-potential-acquisition"
X Link 2022-11-18T19:25Z [----] followers, [--] engagements
"With $CANO trading at 0.52X EV/'22 sales an 84% and 93% discount to where $ONEM and $SGFY were recently acquired (despite much better EBITDA than ONEM) it's worth diving into quotes from CANO's Q3 conf call indicating that [----] could be gangbusters for EBITDA growth. (1/8)"
X Link 2022-12-29T13:33Z [----] followers, [----] engagements
"$HUM conference call underway. Max bullish on CenterWell and mentioned growing partially through programmatic M&A. Acquiring $CANO would instantly increase the # of CenterWell centers by70%. CANO trades 0.5X EV/sales. Other VBC deal values imply $10/shr"
X Link 2023-02-01T14:21Z [----] followers, [----] engagements
"$CANO From @SeekingAlpha this morning: $CVS CEO Karen Lynch last month said the company will continue to look for additional assets including primary care capabilities. Based on deal values for $SGFY and $ONEM $CANO worth $15. $HUM/ $CVS can refi the debt for add'l savings"
X Link 2023-02-06T16:17Z [----] followers, [----] engagements
"Inflation is accelerating the #FOMC stepped down to 25bp hikes geopolitical tensions are soaring (#Iran #Russia) LEI in the US are plunging and dollar hegemony is evaporating. Meanwhile investors are max bearish on #gold and #silver. An epic rally in PM's is coming. #PCE"
X Link 2023-02-24T13:56Z [----] followers, 11.7K engagements
"The drone attack near Moscow isn't getting enough attention. Seems the war is about to escalate. Investors may start hoarding #gold and #silver in droves at a time when inventories are largely depleted and sentiment is max bearish. #silversqueeze https://www.theguardian.com/world/2023/feb/28/russia-military-drone-attempted-strike-gas-facility-moscow-uav-ukraine https://www.theguardian.com/world/2023/feb/28/russia-military-drone-attempted-strike-gas-facility-moscow-uav-ukraine"
X Link 2023-02-28T16:29Z [----] followers, [----] engagements
"Dream scenario emerging for precious metals. Banks (i.e. $SIVB $SI) imploding as the YC collapses and credit sours jobless claims pick up and inflation is at 40+ year highs just as investors have heavily sold short #gold and #silver. QE coming very soon. #Silver going to $50+"
X Link 2023-03-09T18:41Z [----] followers, 13.6K engagements
"Feels like a #silversqueeze weekend may be upon us. PCE and personal spanding came in lower than expected. Potential downside to ISM JOLTS and NFP next week would be the nail in the coffin for a US Dollar that is already under assault. $SLV call buying could spark paper #silver Silver's path to $50. https://t.co/SOrLpoHFvR Silver's path to $50. https://t.co/SOrLpoHFvR"
X Link 2023-03-31T12:36Z [----] followers, 13.3K engagements
"$FRC getting crushed again #gold #silver"
X Link 2023-04-04T13:59Z [----] followers, [----] engagements
"$1 trillion of deposit outflows since FOMC started tightening. Total money market assets have exploded to a whopping $5 trillion. Debt ceiling risk is about to spark a surge in US default risk and an exodus from money markets. #Gold and #silver will be the primary beneficiaries"
X Link 2023-04-10T12:47Z [----] followers, [----] engagements
"Investors should be aware that #silver may be the best play on #AI. GS anticipates [---] million layoffs resulting from AI implying that the FOMC and other central banks will be forced to commit unprecedented QE. #silversqueeze $AMZN $GOOG $MSFT $SIL $CDE "We're Going Up": Steve Cohen Turns "Pretty Bullish" As [---] Million AI-Driven Layoffs Send Profit Margins Soaring https://t.co/b2j7PYGyMr "We're Going Up": Steve Cohen Turns "Pretty Bullish" As [---] Million AI-Driven Layoffs Send Profit Margins Soaring https://t.co/b2j7PYGyMr"
X Link 2023-05-17T17:34Z [----] followers, [----] engagements
"$C's analysis fails to acknowledge the #silver supply crisis as China's solar installations are soaking up the sparce remaining inventories. The SFE vaults drained at an unprecedented pace in the last week. Similar to $NVDA's supply/demand imbalance for GPU's Ag will soon soar"
X Link 2023-05-25T11:31Z [----] followers, [---] engagements
"Did #silver just bottom this morning If so get ready for the chase. A silver-gold ratio back to historical norms implies 100% upside but given the elevated deficit and supply drain on the exchanges the coming rally could be more fierce than anyone expects. #silversqueeze"
X Link 2023-05-25T13:25Z [----] followers, [---] engagements
"Banks are imploding again. #Gold and #silver are about to shine. $KRE $PACW #silversqueeze"
X Link 2023-05-25T15:47Z [----] followers, [---] engagements
"As the 0DTE frenzy accelerates it will soon find its way to $SLV calls. Unlike $NVDA $TSLA etc. #silver prices aren't capped by valuation its arguably a Giffen good where investment demand increases with price and #solar demand is insensitive to Ag prices. #silversqueeze"
X Link 2023-06-07T13:47Z [----] followers, [----] engagements
"China Daily article touts #China's record solar installations (up more than 2X this year to [---] GW). The world could be months away from running out of #silver if companies like $FSLR $JKS $TSLA etc. hoard supply. Ag going to $100. #silversqueeze"
X Link 2023-06-08T11:13Z [----] followers, [--] engagements
"#Silver is suddenly $0.10 away from breaking its [--] DMA. The last time this occurred in March Ag charged 15% higher in [--] month. This time feels more explosive with Chinese solar demand surging Mexican supply risks emerging and very negative sentiment. #silversqueeze $NEM"
X Link 2023-06-09T11:24Z [----] followers, 11.1K engagements
"Jefferies makes the case that #AI will soon result in a [--] day workweek as 25% of human labor is automated. This will force a new wave of unprecedented monetary stimulus. #Gold and #silver will be primary beneficiaries. #silversqueeze $NVDA $MSFT $TSLA https://fortune.com/2023/06/13/remote-work-4-day-workweek-ai-artificial-intelligence-jefferies-predictions/ https://fortune.com/2023/06/13/remote-work-4-day-workweek-ai-artificial-intelligence-jefferies-predictions/"
X Link 2023-06-14T11:20Z [----] followers, [----] engagements
"$COF charge offs up 24bps sequentially in May while delinquencies deteriorated as well. The credit crunch is upon us and resumption of student loan payments will crash the financial system without QE. #gold"
X Link 2023-06-15T11:23Z [----] followers, [--] engagements
"$SLV calls have gotten too cheap as investors became disenchanted by the lack of vol. The elements are in place for a massive run in the coming days. Price discovery ($30) will be instantaneous if the 0DTE crowd involved in $AI $TSLA $IWM etc. discovers liquid SLV calls"
X Link 2023-06-15T16:46Z [----] followers, [--] engagements
"$KRE down 2% and trading near the week's lows in spite of a strong market. Something big is brewing. Credit metrics are deteriorating ahead of a deluge of student loans coming due (i.e. $COF's May #'s). The capital flight to #gold and #silver is about to resume. #silversqueeze"
X Link 2023-06-16T14:52Z [----] followers, [--] engagements
"$KRE sinking another 1% today and is now down 10% in the past [--] weeks. More bank failures are likely imminent as CRE crashes and the combination of student loan repayments and faltering savings crushes the consumer. #Silver will mega-squeeze just like it did in early March"
X Link 2023-06-23T14:53Z [----] followers, [----] engagements
"Interesting that #XAUUSD and #preciousmetals are trending now on Twitter. Geopolitical risk is ramping student loan payment resumption enhances near-term credit risk high frequency data indicates consumer weakness and employment data is cracking. #silver #silversqueeze"
X Link 2023-06-27T19:32Z [----] followers, [----] engagements
"Banks are collapsing. $KRE is trading near a [--] month low. $KEY is breaking down to [--] year lows. The Fed is about to break something. Experienced investors will be loading up on #gold and #silver. #silversqueeze"
X Link 2023-07-06T14:52Z [----] followers, [---] engagements
"Nobody is paying attention. This is huge #gold #silver"
X Link 2023-07-07T20:54Z [----] followers, 10.2K engagements
"#Silver should explode this week. Sentiment is in the gutter just as employment finally breaks the gold-backed BRICS currency threatens dollar hegemony and the solar boom propels a record #silversqueeze. [--] years of frustration is about to give birth to a record bull market. First miss for nonfarm payrolls in the last [--] months. First miss for nonfarm payrolls in the last [--] months"
X Link 2023-07-09T14:17Z [----] followers, 31.8K engagements
"Interesting. There seems to be more diffusion at the FOMC than the fed funds futures imply. This implies the CPI could tip the scale towards a true pause. #Gold and #silver are certainly not pricing this in"
X Link 2023-07-10T17:31Z [----] followers, [----] engagements
"#Silver prices to break higher. Besides the explosion in #solar panel growth there is a rapid migration to TOPCon and HJT which use 30-120% more silver. "JA Solar will focus on enhancing its TOPCon capabilities but will also continue to develop HJT.""
X Link 2023-07-10T19:20Z [----] followers, [----] engagements
"Amazing that #gold has not moved at all in anticipation of this potential generational catalyst. Today's consumer credit #'s and last week's employment data alone should have propelled Au to $2000. With animal spirits rising Au could start to move up in $50+ daily increments"
X Link 2023-07-11T01:43Z [----] followers, [----] engagements
"#Silver is about to break out"
X Link 2023-07-11T20:06Z [----] followers, 13.4K engagements
"1.16 million oz of #silver out of the COMEX vaults today. The physical #silversqueeze has resumed and the price suppression games are about to end with a parabolic move. China is ramping stimulus just as employment and credit are materially weakening in the US. Perfect setup"
X Link 2023-07-20T18:08Z [----] followers, [----] engagements
"The #silver chart will soon look like that of olive oil. @SilverInstitute's [---] mn oz deficit for '23 will likely have to be revised up to [---] mn oz based on China's solar boom. If the #silversqueeze movement returns there could be 300mn+ oz of add'l ETP demand (akin to '20)"
X Link 2023-07-12T14:15Z [----] followers, [----] engagements
"Another massive solar cell manufacturing facility requiring [--] million oz/yr of #silver. With prices starting to rise solar companies will accelerate silver restocking. There is no supply growth so prices will have to go parabolic. $FSLR $JKS $TSLA"
X Link 2023-07-20T00:45Z [----] followers, [----] engagements
"824k oz of #silver out of the COMEX vaults today. #silversqueeze"
X Link 2023-07-20T18:08Z [----] followers, [----] engagements
"Shouldn't #gold up $500+ Precious metals may be the next $NVDA over the coming month"
X Link 2023-07-26T16:16Z [----] followers, [----] engagements
"#Silversqueeze [---] million #silver ounces left the COMEX vaults today. Registered stocks declined by 212k oz"
X Link 2023-07-20T18:08Z [----] followers, [----] engagements
"Shorts working hard to suppress #silver this morning. Every spike is met with panic selling. Feels like a corked spring. Generational breakout imminent. #silversqueeze"
X Link 2023-07-19T07:15Z [----] followers, [----] engagements
"Protests in Peru are back. 12% of the world's #silver supply. Only this time supplies are much tighter with solar production going parabolic and the world's second largest mine in Mexico having been offline for the past month. #silversqueeze"
X Link 2023-07-20T19:44Z [----] followers, 10.1K engagements
"$PACW is tumbling tugging the $KRE down with it. The banking crisis is not over and a takeunder of PACW would cause other bank stocks to plunge potentially resulting in another bout of deposit runs. Load up on #gold and #silver. #silversqueeze"
X Link 2023-07-31T20:33Z [----] followers, 11K engagements
"Goldilocks for #silver. $FSLR just announced a new [---] GW factory and will have to compete with China for dwindling #silver supplies China is ramping stimulus and the FOMC is at the end of its tightening cycle. The solar industry is cornering the market. #silversqueeze"
X Link 2023-08-01T16:11Z [----] followers, [----] engagements
"With all the euphoria around superconductors "#silver with its exceptional electrical conductivity and minimal resistance has made it an excellent candidate for creating and improving superconductors." $AMSC $SLV"
X Link 2023-08-01T11:56Z [----] followers, [----] engagements
"The coming #silversqueeze will create generational wealth for those who have exerted patience. As the market scours for the next big squeeze candidate look no further than #silver which is flat YTD despite record deficits and has attracted a massive short position. Who is the New Silver Whale Shorting [--] Million Ounces "One such highly unusual change is the emergence of a big managed money trader on the short side which appears to be holding a net short position of roughly [-----] contracts in COMEX silver ." https://t.co/wzUc3N6MaF Who is the New Silver Whale Shorting [--] Million Ounces "One"
X Link 2023-08-01T17:27Z [----] followers, [----] engagements
"Beyond the obvious surge in #gold and #silver that will emerge from increased tensions at the Poland border silver would probably rise multiple-fold as Poland is the 6th largest producer and deficits are already breaching all-time highs with the solar explosion. #silversqueeze ⚡#BREAKING Poland says it is sending more troops to border after Belarusian helicopters violate Polish airspace ⚡#BREAKING Poland says it is sending more troops to border after Belarusian helicopters violate Polish airspace"
X Link 2023-08-01T18:41Z [----] followers, [----] engagements
"Treasuries are imploding. The algos are selling #gold and #silver on higher real rates but the smart money knows this is the scenario that will cause precious metals to go parabolic. A small reallocation from the $25 trillion Treasury market will launch the next bull market"
X Link 2023-08-03T13:18Z [----] followers, 23.5K engagements
"August payroll survey week will encompass the Hollywood strike and the $YRCW layoffs. Payrolls have weakened materially and downward revisions are rampant. August #NFP could be red. #Gold and #silver will sniff this out. Short positions are elevated and saesonality is positive"
X Link 2023-08-07T12:04Z [----] followers, [----] engagements
"600k #silver inventory withdrawal from the COMEX today. Silver is a powder keg and the massive speculative short position will soon be scrambling to cover. Geopolitical tensions heating up employment faltering and US debt downgrade set up for new highs. #silversqueeze"
X Link 2023-08-07T19:12Z [----] followers, 13K engagements
"A bull market in #gold and #silver is about to commence just as speculators got max short. Moody's downgrades [--] US banks Italian banks crash on windfall tax China's property developers crash as Country Garden misses coupon payments US employment gains are tumbling"
X Link 2023-08-08T09:35Z [----] followers, [----] engagements
"Expecting a massive reversal today in #gold and #silver as capital floods into risk-off trades. The huge short position in silver is about to be unwound. #silversqueeze"
X Link 2023-08-08T14:04Z [----] followers, 14.2K engagements
"Another major headwind developing for growth and employment. The uber crowded short Treasuries /short precious metals trade is about to undergo an epic unwind. #gold #silver #silversqueeze"
X Link 2023-08-08T18:53Z [----] followers, [----] engagements
"COMEX registered #silver inventory down 2% today. The short selling games are accelerating a physical corner which will soon result in all time high prices"
X Link 2023-08-08T19:15Z [----] followers, 10.4K engagements
"Blow to a commercial real estate market that's hanging by a thread #gold"
X Link 2023-08-08T21:25Z [----] followers, [----] engagements
"The epic #silversqueeze of [----] starts today"
X Link 2023-08-10T13:04Z [----] followers, 17K engagements
"#Silver is down $2 in the past [--] days despite a lower #CPI Fitch downgrade of US debt weaker employment figures and escalating war. Shorts have pressed their luck and will be forced to cover in waves. Today will mark a major inflection and new highs are likely this month"
X Link 2023-08-10T13:40Z [----] followers, [----] engagements
"Wait until $SLV call options become a target for the 0DTE crowd. Virtually no demand elasticity rising short interest and a massive gap between paper and physical prices. #silversqueeze"
X Link 2023-08-11T17:23Z [----] followers, [----] engagements
"Huge This could be one of the biggest catalysts for #gold and #silver in decades and it's occurring just as sentiment has crashed and traders crowded into short futures positions/liquidated longs. BREAKING NEWS BRICS WILL DISCUSS THE ESTABLISHMENT OF A COMMON PAYMENTS SYSTEM NEXT WEEK WHILE A TECHNICAL COMMITTEE IS LIKELY TO BE FORMED TO START CONSIDERING A POTENTIAL JOINT CURRENCY There it is. BREAKING NEWS BRICS WILL DISCUSS THE ESTABLISHMENT OF A COMMON PAYMENTS SYSTEM NEXT WEEK WHILE A TECHNICAL COMMITTEE IS LIKELY TO BE FORMED TO START CONSIDERING A POTENTIAL JOINT CURRENCY There it is"
X Link 2023-08-14T16:42Z [----] followers, 14.3K engagements
"Big COMEX #silver inventory drawdowns are back. [----] million shares out of the vaults following drawdowns at the end of last week. #silversqueeze"
X Link 2023-08-14T19:03Z [----] followers, [----] engagements
"$KRE down another 2.4% on Fitch downgrade comments pulling the dollar lower. #Gold and #silver are poised for a massive second half of August into potentially negative non-farm payrolls and a BRICS summit that will revolve around de-dollarization. #silversqueeze"
X Link 2023-08-15T13:52Z [----] followers, [----] engagements
"Huge reversal in #gold and #silver Now the chase begins. Speculators are crowded into short positions just as China is cutting rates and US banks have resumed their implosions. #silversqueeze"
X Link 2023-08-15T14:43Z [----] followers, [----] engagements
"This is why astute investors are loading up on #gold and #silver with an eye on all-time highs as banks implode. Meanwhile algos and hedge funds are going short on real rate models that aren't relevant given rising uncertainties and the swift move towards de-dollarization"
X Link 2023-08-15T15:45Z [----] followers, [----] engagements
"Another drawdown in COMEX #silver inventory of 394k oz. Demand supply and prices need to soar in order to balance the market"
X Link 2023-08-15T19:05Z [----] followers, [----] engagements
"Source If true there will be an instant revaluation in #gold and #silver next week"
X Link 2023-08-17T13:02Z [----] followers, 34.3K engagements
"@KingKong9888 I understand and respect the COMEX manipulation but I've waited two decades for the confluence of tailwinds for precious metals that exist today. War a faltering banking system exploding deficits an acceleration in de-dollarization and the largest #silver deficit ever"
X Link 2023-08-17T13:13Z [----] followers, [----] engagements
"Wow COMEX #silver registered inventory down [---] million oz today to just [----] million oz 1/10th of last year's deficit. The noose is tightening and the market is about to be cornered. #silversqueeze"
X Link 2023-08-17T19:06Z [----] followers, 15.2K engagements
"The #silver market is about to break. Lowest COMEX registered stocks YTD speculators ramped futures short positions capital flight from stocks and Tsy's is about to flood into PM's banks have resumed their implosion. Watch for 0DTE activity in $SLV to propel silver to $50+"
X Link 2023-08-18T12:03Z [----] followers, 16.3K engagements
"#Silver has rallied over the past week despite strong economic data in the US rising rates and China's implosion. Funds are now net short futures. Seasonality is positive. The silver deficit is near an ATH. Zero expectations for BRICS. Time for an explosive #silversqueeze"
X Link 2023-08-21T13:14Z [----] followers, [----] engagements
"#Silver is at the [---] day MA and less than $0.30 from the [--] day MA. Funds are now net short setting up an explosive squeeze in the coming days. Meanwhile banks continue to implode there is [--] expectation for BRICS and if Powell is too hawkish banks crater. #silversqueeze"
X Link 2023-08-21T17:14Z [----] followers, [----] engagements
"Something big is afoot in the #silver market. Another [----] million ounces of silver exited the COMEX vaults today. It feels like sentiment is depressed enough to support a massive sustainable rally. #silversqueeze"
X Link 2023-08-21T19:05Z [----] followers, [----] engagements
"#Silver is $0.15 away from breaking the [--] DMA #silversqueeze"
X Link 2023-08-22T12:36Z [----] followers, [----] engagements
"$SCHW is imploding. $KRE is down another 1%. An accident is about to happen. Last chance to load up on #gold and #silver"
X Link 2023-08-22T14:18Z [----] followers, [----] engagements
"Another [----] million oz of #silver out of the COMEX vaults SFE silver inventories are plunging as well. The run on silver has started. Brace for a surge in prices. #silversqueeze"
X Link 2023-08-22T19:06Z [----] followers, [----] engagements
"Something big is happening in the #silver market. Both SFE and COMEX inventories have been plunging. The run on silver is underway just as funds went net short futures. Prices are about to follow. #silversqueeze Silver vaults on Shanghai Futures Exchange continued to flow out on a large scale today dropping [-----] kg once again hitting a new low since the silver squeeze. https://t.co/MVdYIPhXJG Silver vaults on Shanghai Futures Exchange continued to flow out on a large scale today dropping [-----] kg once again hitting a new low since the silver squeeze. https://t.co/MVdYIPhXJG"
X Link 2023-08-23T12:15Z [----] followers, 15.4K engagements
"A whopping 3k oz of #silver leaves the COMEX vaults today keeping the #silversqueeze win streak alive"
X Link 2023-08-23T19:18Z [----] followers, [----] engagements
"Capital coming out of $NVDA $AMD $AAPL $TSLA etc. is about to flood into #gold and #silver. #silversqueeze"
X Link 2023-08-24T15:44Z [----] followers, [----] engagements
"Another 984k oz of #silver out of the COMEX vaults today. The #silversqueeze is in motion It's now just a question of when the futures market catches fire"
X Link 2023-08-24T19:47Z [----] followers, [----] engagements
"#Platinum up 2.6%. This could be a massive week for #silver with a bullish COT setup continued inventory depletion on the SFE and COMEX more China stimulus and potential #NFP downside. #silversqueeze"
X Link 2023-08-28T14:26Z [----] followers, [----] engagements
"Boom #Gold #Silver #Silversqueeze"
X Link 2023-08-29T11:56Z [----] followers, [----] engagements
"The chart that everyone should be watching. There are record #silver deficits of [---] mn oz driven by #solar demand and supply bottlenecks yet when prices peaked in January [----] at $49.45 there was a surplus of [---] mn oz. Price could exceed $100 this cycle. #silversqueeze"
X Link 2023-08-29T16:07Z [----] followers, 12.1K engagements
"#Gold CTA short position $30bn just as employment is cracking in the US and Russia is ever closer to declaring war against Ukraine. A further rally in gold prices could generate up to $60bn of buying. #Silver will continue to outperform gold. #silversqueeze"
X Link 2023-08-30T12:29Z [----] followers, [----] engagements
"#Silver shorts are getting nervous as a clean break above $25 will result in a deluge of short covering and a massive squeeze higher. #silversqueeze"
X Link 2023-08-30T13:50Z [----] followers, 12.5K engagements
"WW3. How long before Russia declares war #gold #silver"
X Link 2023-08-30T19:08Z [----] followers, [----] engagements
"Challenger job cuts tripled from last month #gold #silver"
X Link 2023-08-31T11:33Z [----] followers, [----] engagements
"Full time payrolls contracting unemployment rate surged wages decelerating big downside revisions casts doubt on previous data. FOMC will likely have to cut rates soon. #gold #silver #silversqueeze"
X Link 2023-09-01T12:57Z [----] followers, [----] engagements
"#Silver is down 4% since the #NFP report. It should have been up massively as the data was dovish. #silversqueeze *FED'S WALLER: DATA LAST WEEK ALLOWS FED TO PROCEED CAREFULLY *FED'S WALLER: DATA LAST WEEK ALLOWS FED TO PROCEED CAREFULLY"
X Link 2023-09-05T12:46Z [----] followers, 12.8K engagements
"COMEX #silver inventory down [----] million oz and registered stocks down [----] million oz. Big buyers stepping in. #silversqueeze"
X Link 2023-09-11T19:23Z [----] followers, [----] engagements
"Unprecedented disparity in #silver prices in the East vs. West is unsustainable. Watch for a sudden squeeze. Silver of the SFE is strongly rising =$25.558/oz. https://t.co/ROhIduYwtw Silver of the SFE is strongly rising =$25.558/oz. https://t.co/ROhIduYwtw"
X Link 2023-09-14T17:24Z [----] followers, 19.7K engagements
"Feels like #silver is about to go parabolic. Record premium on the SFE and exchange inventories are plunging globally. Another 850k oz out of the COMEX vaults today. It's similar to the oil deficit but bigger and less recognized. #silversqueeze #OOTT"
X Link 2023-09-15T19:04Z [----] followers, 21.9K engagements
"Incredible price action in #silver despite a surge in real rates and the dollar. Something big is underway. #silversqueeze"
X Link 2023-09-21T14:09Z [----] followers, 17K engagements
"1.54 million oz of #silver out of the COMEX vaults. SFE inventories are plunging. Something big is happening. #silversqueeze"
X Link 2023-09-21T19:21Z [----] followers, 24.1K engagements
"The great nickel squeeze of [----] started with China and extended to a global squeeze. The same dynamics are emerging in the #silver market. SFE inventories are plunging Chinese premia have erupted and COMEX shorts are about to get obliterated. #silversqueeze"
X Link 2023-09-22T14:46Z [----] followers, 17.2K engagements
"2.44 million oz of #silver out of the COMEX vaults today #silversqueeze"
X Link 2023-09-25T19:05Z [----] followers, 16.4K engagements
"We will have a better idea tomorrow of the magnitude of the precious metals geopolitical risk premium based on #gold and #silver's reaction to this news. Suspect the pullback will be sharp but short lived"
X Link 2023-11-19T13:28Z [----] followers, [----] engagements
"It will be interesting to see whether #gold and #silver give up Friday's gains on weekend news of a possible extended truce with Hamas and strong Holiday sales in the US. Either way the bull market for PMs is in early stages and [----] looks promising for a breakout"
X Link 2023-11-26T19:00Z [----] followers, [----] engagements
"Sold remaining #silver and #gold positions. China and commodities continue deflating real rates imply significantly lower prices geopolitical risk abating and solar growth slowing. Expect a sharp near-term correction before a sustained breakout"
X Link 2023-11-27T02:51Z [----] followers, 43.2K engagements
"#Platinum down 1.7% #palladium down 1% and #copper down 1%. #Silver is well off the highs but still acts relatively well. Let's see if it holds"
X Link 2023-11-27T16:34Z [----] followers, [----] engagements
"$BBAI backlog soared from $266mn in Q2 to $437mn this quarter. Turned EBITDA positive and [----] guidance implies a huge Q4. Strong balance sheet and high short interest. Dearth of pure play AI stocks and $PLTR is expensive. This is a spec play but could be up big tomorrow"
X Link 2024-11-05T21:41Z [----] followers, [----] engagements
"Something big brewing for precious metals. Platinum and palladium starting to surge coffee eggs and cocoa going parabolic and #silver feels like its ready to burst higher. FOMC cutting into higher inflation expectations and China unleashing liquidity. #silversqueeze"
X Link 2024-12-24T14:29Z [----] followers, 12.3K engagements
"#Silver is the king of AI metals and primary beneficiary of electrification and power demand. Once this becomes common knowledge prices will soar to $100+. #silversqueeze"
X Link 2024-12-26T12:10Z [----] followers, 11.1K engagements
"If the FOMC had explicitly increased its inflation target #silver would likely have soared to $50. The Fed effectively did this implictly by cutting rates and projecting more cuts despite raising it core PCE deflator expectations at YE '25 [--] bps to 2.5%. #silversqueeze"
X Link 2024-12-26T15:12Z [----] followers, [----] engagements
"Something is erupting in precious metals. The action is extraordinary with the dollar going parabolic. It feels like #silver could surge $10+ in a matter of days (at which point it will still not reflect 400+mn oz of deficits over the past [--] months and growing). #silversqueeze"
X Link 2025-01-02T16:12Z [----] followers, 31.9K engagements
"#Silver sliced through the [---] DMA this morning. China's sub 1.6% rates driving massive accumulation in precious metals effectively cornering a silver market that needs surging prices to tame 300mn oz deficits. Chinese buyers paying $32.50 for silver now. #silversqueeze"
X Link 2025-01-03T13:22Z [----] followers, [----] engagements
"#Platinum surging 3.5% today. #Silver is about to go crazy. #silversqueeze"
X Link 2025-01-07T14:42Z [----] followers, [----] engagements
"China's passenger car retail sales up [--] consecutive months. Commodities are starting to explode. It feels like the $FXI & $KWEB are about to surge as the RRR is cut in the coming days and anticipation builds towards fiscal spending plans revealed at the March meeting. $JD $BABA CPCA: CHINA SOLD [----] MLN PASSENGER CARS IN DEC UP 12.2% Y/Y OR 8.7% Y/Y. Retail sales of passenger vehicles +12% y/y to [-----] million units in December or +8.7% m/m. NEV retail sales [-----] mln +37.5% y/y +2.6% m/m. (47.6% of sold vehicles were NEVs) #Tesla China sold https://t.co/7H2BJEitFE CPCA: CHINA SOLD [----] MLN"
X Link 2025-01-09T14:10Z [----] followers, [----] engagements
"It's encouraging that #silver is up on a day in which it typically would be down well over 5%. Dollar ripping rates ripping China imploding and it looks as if the FOMC cutting cycle that drove prices up 30% last year may have ended. Let's hope this lasts #silversqueeze"
X Link 2025-01-10T16:23Z [----] followers, [----] engagements
"#Gold isn't acting well this morning given the soft #CPI print. It's possible today's strong financials earnings and the inflation print will suck capital out of precious metals but the path of least resistance is up and any dip is an opportunity to accumulate. #silver"
X Link 2025-01-15T14:20Z [----] followers, [----] engagements
"This is the perfect environment for the GSR to rapidly normalize. China is ramping stimulus and the FOMC is cutting despite rising inflation. #Silver could soar to $50 with flat gold and it would still be undervalued relative to history. #silversqueeze"
X Link 2025-01-15T15:16Z [----] followers, [----] engagements
"#Silver is about to go absolutely parabolic. #silversqueeze For comparison this futures versus spot signal appeared April [--] [----] What followed was a +108.60% move in the Silver price. This time readings are far more extreme. it took [---] days. For comparison this futures versus spot signal appeared April [--] [----] What followed was a +108.60% move in the Silver price. This time readings are far more extreme. it took [---] days"
X Link 2025-01-16T14:10Z [----] followers, 13.4K engagements
"China is finally starting to implement policies that will drive consumption (appliances EVs smartphones etc.) just as the economic data is improving. Metals will soon go parabolic as shortages loom. #silversqueeze CHINA AUTOMOBILE DEALERS ASSOCIATION: OVER [--] MLN PASSENGER VEHICLES ARE ESTIMATED TO BENEFIT FROM AUTO TRADE-IN SUBSIDIES IN [----]. https://t.co/T2zZ4wKni8 $TSLA $BYD $NIO $LI $XPEV #XIAOMI https://t.co/rbdwaZxDYw CHINA AUTOMOBILE DEALERS ASSOCIATION: OVER [--] MLN PASSENGER VEHICLES ARE ESTIMATED TO BENEFIT FROM AUTO TRADE-IN SUBSIDIES IN [----]. https://t.co/T2zZ4wKni8 $TSLA $BYD $NIO"
X Link 2025-01-17T13:26Z [----] followers, [----] engagements
"China exploded before the US open on reports that Trump and Xi spoke. $KWEB $BABA $FXI up 3-4%. Commodities haven't yet received the memo but could easily see #copper and #silver close up today. #silversqueeze"
X Link 2025-01-17T15:05Z [----] followers, [----] engagements
"The first #silversqueeze weekend in years may finally be upon us. Waller effectively confirmed that the FOMC implicitly increased its inflation target China opening up the liquidity floodgates and #silver doesn't reflect a 300mn oz deficit. $SLV short interest up to 47mn shares"
X Link 2025-01-17T16:16Z [----] followers, 10K engagements
"Just as the recent EFP blowout sets the stage for material upside volatility in precious metals reports emerge that Israel is planning to attack Iran's nuclear facilities imminently. #Gold and #silver could gap up massively on Monday. #silversqueeze #goldsqueeze According to Al-Arabiya Senior European Officials believe that Israel has decided to launch an Attack on Irans Nuclear Facilities following the Inauguration of U.S. President-Elect Donald Trump; with discussions being had between the Trump Administration and Israel on such an According to Al-Arabiya Senior European Officials believe"
X Link 2025-01-19T03:26Z [----] followers, [----] engagements
"The dollar is crashing. No new tariffs combined with continuing uncertainty over future tariffs is a best case scenario for #gold and #silver (dollar crashing China boosted real rates down uncertainty stays elevated). Expect a 10%+ #silversqueeze in the coming days"
X Link 2025-01-20T14:44Z [----] followers, [----] engagements
"So all of the crypto wealth is about to flood into #gold and #silver #silversqueeze TRUMP SPEECH ENDS WITH NO MENTION OF CRYPTO: INAUGURATION TRUMP SPEECH ENDS WITH NO MENTION OF CRYPTO: INAUGURATION"
X Link 2025-01-20T17:53Z [----] followers, [----] engagements
"Over 50% of the U.S.'s #silver imports come from Mexico and Canada and they are at risk of facing imminent tariffs. #silversqueeze *TRUMP: THINK WOULD ENACT TARIFFS ON CANADA AND MEXICO ON FEB. [--] *TRUMP: THINK WOULD ENACT TARIFFS ON CANADA AND MEXICO ON FEB. 1"
X Link 2025-01-21T02:09Z [----] followers, 25.1K engagements
"Market hasnt digested yesterday's developments for #silver. Trump threatening to impose 25% tariffs on Mexico and Canada which account for 50% of the U.S. silver imports and 1/3rd of total consumption on 2/1. Silver could gap 20+% higher in the coming days. #silversqueeze"
X Link 2025-01-21T12:34Z [----] followers, 13.6K engagements
"The final #silver slam before the #silversqueeze. Platinum and palladium are flat today and copper has been rallying off its lows. The short position in silver is massive heading into a potential 25% tariff on 50% of imports a week from now. Last chance to cover"
X Link 2025-01-23T13:56Z [----] followers, 13.9K engagements
"China's Great Solar Wall project alone will require [--] million oz of #silver. China stocking up on silver. The deficit is just too large. The GSR has soared to [--] and could rapidly normalize to half that doubling silver prices overnight. #silversqueeze https://www.ecoticias.com/en/china-great-solar-wall-energy/10675/ https://www.ecoticias.com/en/china-great-solar-wall-energy/10675/"
X Link 2025-01-24T11:56Z [----] followers, [----] engagements
"$SLV short interest is up to [--] million shares [--] days to cover versus an avg over the past year of slightly over [--] day. The #silversqueeze starts today. #Gold is $20 from its ATH and #silver is still off 12% from its high in October. A 5-10% rally today is possible"
X Link 2025-01-24T12:17Z [----] followers, [----] engagements
"The dream scenario for precious metals is unfolding. Faltering demand for Treasuries China stimulus stagflation and $ reserve status threatened with financial war declared on the entire world. Expect #gold and #silver to be limit up in the coming days. #silversqueeze"
X Link 2025-04-08T18:25Z [----] followers, 13.9K engagements
"Which silver miner will be the first to mimic $MSTR's strategy with Ag P/NAV would explode silver stocks would run dry and prices would surge to ATHs. There has been [--] bn oz sucked out of the market in [--] yrs and one large buyer would cause the #silversqueeze of a lifetime"
X Link 2025-04-28T17:00Z [----] followers, [----] engagements
"The last parabolic phase of the #gold and #silver bull market begins. Phase 1: scramble for physical in the face of potential bullion tariffs; Phase 2: trade war fears; Phase 3: recessionary data forces the FOMC to cut aggressively into accelerating inflation. #silversqueeze"
X Link 2025-05-01T10:34Z [----] followers, [----] engagements
"$SPCB is an interesting microcap. 10X upside potential. Leader in electronic monitoring a countercyclical theme that benefits from mayhem and rising unemployment. Accelerated traction in the US cash flow positive recurring revenue model and improved b/s removes major risk"
X Link 2025-05-06T16:13Z [----] followers, [---] engagements
"$AXON trades at 20X sales while $SPCB trades at 1X sales. $SPCB is an easy acquisition target. With the b/s fixed consistent profitability highly visible recurring revenue and an explosion in penetration across Europe and the US could trade to $50+ over the next [--] months"
X Link 2025-05-09T11:34Z [----] followers, [---] engagements
"$SPCB blowout quarter. The stock is a 5-bagger at a minimum. Trades at 1X sales and 2/3s of BV with 63% gross margins recurring high visibility revenue and accelerating penetration in electronic monitoring. $AXON could acquire it for $100 per share and make it accretive"
X Link 2025-05-14T14:40Z [----] followers, [---] engagements
"Huge news for the electronic monitoring market and $SPCB. The UK approved $1bn of funding to buy 30k new electronic tags. $GOOG and $PLTR developing AI risk software for the government. $SPCB is a leader in AI monitoring tech. Easy acquisition target. https://www.scottishlegal.com/articles/ps700m-plan-to-tag-40000-offenders-under-labour-reforms https://www.scottishlegal.com/articles/ps700m-plan-to-tag-40000-offenders-under-labour-reforms"
X Link 2025-05-20T11:11Z [----] followers, [---] engagements
"$SPCB beat another incumbent to win a contract in VA. Momentum is accelerating in the US and Europe (95% of the electronic monitoring market). 60%GMs $3/shr of normalized earnings and trades at 1X BV. Worth $50 - $100+. $AXON is a likely acquirer. https://markets.ft.com/data/announce/detaildockey=600-202505200845PR_NEWS_USPRX____LN92193-1 https://markets.ft.com/data/announce/detaildockey=600-202505200845PR_NEWS_USPRX____LN92193-1"
X Link 2025-05-20T13:13Z [----] followers, [---] engagements
"Wow. $SPCB's presentation at Sidoti was unbelievably bullish. Conveyed confidence in big impending contract wins. Growing at 3X the industry yet it trades at a fraction of $GEO's multiple. CEO has 1x1s today and tomorrow. Likely to see a deluge of buying activity and $10+. $SPCB is presenting at the Sidoti conference this morning. With short interest ballooning EPS exploding and massive contract momentum could see a few funds follow Armistice Capital into the stock. Tiny float lends itself to outsized squeeze potential. https://t.co/COGUzoHsMu $SPCB is presenting at the Sidoti conference this"
X Link 2025-05-21T15:19Z [----] followers, [----] engagements
"Yesterday's $SPCB presentation transcript - Stock should start gapping up in $3+ increments to $50+. Software margins (63%) countercyclical 30% growth ARR model yet trades at 3X normalized EPS. 65% win rate. 10% market share = $200mn in revenue. https://au.investing.com/news/transcripts/supercom-at-sidoti-conference-electronic-monitoring-growth-strategy-93CH-3854130 https://au.investing.com/news/transcripts/supercom-at-sidoti-conference-electronic-monitoring-growth-strategy-93CH-3854130"
X Link 2025-05-22T10:46Z [----] followers, [---] engagements
"$SPCB trades at 1.3X '24 sales has 63% GMs and a 31% CAGR over [--] years. $AXON trades at 27X '24 sales has 60% GMs and similar growth. SPCB has 2% market share in electronic monitoring but wins 65% of contracts. At 50% of Axon's multiple SPCB is worth $100+ today up 10X"
X Link 2025-05-27T10:39Z [----] followers, [---] engagements
"Have to think acquirers like $GEO and $AXON are circling around $SPCB seeking to acquire the company. SPCB won its 10th US state contract today and it's displacing much larger incumbents at a record pace. If SPCB were based in the US it would likely be a $100+ stock"
X Link 2025-05-27T18:16Z [----] followers, [----] engagements
"$GEO's electronic monitoring segment was down 10% YoY. It generates 13% of its sales from this segment and it just announced a $70mn investment to strengthen its tech to ramp with ICE and the government. GEO needs to acquire $SPCB. SPCB is taking share and has better tech"
X Link 2025-05-28T15:01Z [----] followers, [----] engagements
"The bull case on $SPCB: 1.5% current penetration in electronic monitoring market vs. current win rate 65% Gets to 10% market share or $200mn in sales in next [--] yrs EBIT margins at scale 35% (63% GMs today) [----] EBIT $70mn/EPS $12/shr Stock trades at 30X = $360/shr"
X Link 2025-05-29T15:16Z [----] followers, [---] engagements
"$SPCB - the final pullback before the parabolic move higher. 1X [----] sales and 3X EBITDA with growth about to surge from existing contract expansions and record new contract momentum. There's going to be massive consolidation and $GEO or $AXON are likely eyeing SPCB"
X Link 2025-06-02T15:26Z [----] followers, [---] engagements
"$SPCB spent $45mn in tech R&D in the past [--] years. It's equity is valued at a 10% discount to R&D spend despite the company generating run rate EBITDA of $10+mn and taking share from $GEO. The new AI functionality is incredible. The stock is easily worth 5X-10X in a takeover"
X Link 2025-06-03T11:32Z [----] followers, [----] engagements
"Today's $SPCB news is massive. Statewide technology procurement contract is a platform through which to scale rapidly in the US with short sales cycles. SPCB becoming a big threat to $GEO's monitoring segment. $50+/shr takeover increasingly likely. https://markets.ft.com/data/announce/detaildockey=600-202506040854PR_NEWS_USPRX____LN03062-1 https://markets.ft.com/data/announce/detaildockey=600-202506040854PR_NEWS_USPRX____LN03062-1"
X Link 2025-06-04T13:15Z [----] followers, [---] engagements
"With SMR and uranium stocks going crazy $LITM is interesting. Two promising uranium projects and a lithium project with a potential NPV of $1bn. $25mn market cap strong cash. Gallium discovery exciting with China supply risk and SMR JV interesting with $OKLO and others ripping"
X Link 2025-06-05T12:11Z [----] followers, [----] engagements
"$GEO's sale of Lawton for $300mn increases its cash position 5X. Could ignite speculation about an acquisition of $SPCB which is a higher margin faster growing business than GEO and is trading at a lower multiple. SPCB is becoming a major threat to GEO in the US"
X Link 2025-06-05T17:53Z [----] followers, [---] engagements
"$SPCB announced another service provider win in the US. It's rapidly penetrating the 1.5bn US market for electronic monitoring. 65% win rate in Europe. If they win 10% share in the US that's 5X current sales. $GEO is likely to acquire SPCB for $50-100. https://www.streetinsider.com/PRNewswire/SuperCom+Signs+New+Contract+with+Southeastern+Electronic+Monitoring+Service+Provider+to+Boost+U.S.+Market+Expansion/24907090.html https://www.streetinsider.com/PRNewswire/SuperCom+Signs+New+Contract+with+Southeastern+Electronic+Monitoring+Service+Provider+to+Boost+U.S.+Market+Expansion/24907090.html"
X Link 2025-06-06T13:22Z [----] followers, [---] engagements
"$SPCB $GEO $AXON should gap up big on Monday's open. MEXICAN NATIONALISTS COMPTON https://t.co/KpvZP5jySb MEXICAN NATIONALISTS COMPTON https://t.co/KpvZP5jySb"
X Link 2025-06-08T12:26Z [----] followers, [----] engagements
"Interesting $SPCB contract announced this morning. Further increases the probability that $GEO tries to acquire the company. Still way too cheap at 3X EBITDA with with unprecedented contract momentum. Squeeze to $20+ probable in coming days. https://www.stocktitan.net/news/SPCB/super-com-wins-new-contract-valued-at-up-to-2-5-million-in-north-esm2nt89pupc.html https://www.stocktitan.net/news/SPCB/super-com-wins-new-contract-valued-at-up-to-2-5-million-in-north-esm2nt89pupc.html"
X Link 2025-06-11T13:29Z [----] followers, [----] engagements
"Israeli stocks could be revalued with the Iran nuclear threat disappearing. $SPCB trades at 1.2X '25 sales and 3X EBITDA while the IoT sector trades at 4X sales. SPCB has accelerating growth 63% GMs a strong b/s and it's likely to draw a bidding war from $GEO and $AXON. TEHRAN READY TO ABANDON ENRICHMENT BUT NEEDS A FACE-SAVING EXIT: IRANWIRE In an exclusive interview a high-ranking Iranian diplomat revealed that Irans military and political leadership are prepared to give up uranium enrichment to preserve the regime. But we need a TEHRAN READY TO ABANDON ENRICHMENT BUT NEEDS A FACE-SAVING"
X Link 2025-06-16T12:13Z [----] followers, [----] engagements
"Israeli ADRs about to become the next meme stocks $SPCB $ESLT $WIX $SBET"
X Link 2025-06-16T15:32Z [----] followers, [---] engagements
"$SPCB is about to pull an $HUSA-like move. Israel could scale its electronic monitoring contract with SPCB from [----] enrollees to tens of thousands in the near-term"
X Link 2025-06-17T18:50Z [----] followers, [---] engagements
"$SPCB is about to go parabolic. The next great meme stock that unlike others is significantly undervalued and has an incredible story (recurring revenue high margins substantial cash flow taking market share in an oligopolistic growing industry). The Tel Aviv Stock Exchange ended at its highs of the day https://t.co/D7PP5x4qJQ The Tel Aviv Stock Exchange ended at its highs of the day https://t.co/D7PP5x4qJQ"
X Link 2025-06-19T17:27Z [----] followers, [---] engagements
"Watch $SPCB this week. Float is 3mn shares and it's one of the scarce opportunities to invest in the Israel revaluation theme with Iran's nuclear program no longer a threat. Beneficiary of global chaos as more offenders boost electronic monitoring. The next meme stock $GME TA35 Tel Aviv [--] stock index near the highs of the day. Investors are really concerned 😀 https://t.co/UbqaDsHhMW TA35 Tel Aviv [--] stock index near the highs of the day. Investors are really concerned 😀 https://t.co/UbqaDsHhMW"
X Link 2025-06-22T14:40Z [----] followers, [----] engagements
"$SPCB will likely squeeze $20 in the coming days. Israel's stock market has surged to all time highs and SPCB trades at 3X EBITDA with 63% margins a sticky recurring revenue model and massive market share gains in an oligopolistic market. Takeout value $100. $GEO $AXON"
X Link 2025-06-23T14:41Z [----] followers, [---] engagements
"$SPCB should go crazy today. Israeli stocks exploding with Iran's nuclear threat reduced. US investors seeking to play the Israel revaluation theme have limited options. The company raised money at $11/shr in January. It's worth at least $50-$100. $AXON & $GEO likely acquirers"
X Link 2025-06-24T12:44Z [----] followers, [----] engagements
"$SPCB breakout imminent. Consolidating around the $11 price of its January offering. Since then it received a big order in Europe closed a domestic violence deal closed deals in AZ KY UT VA NE and NC and crushed Q1 estimates with $10mn EBITDA run-rate. Stock worth $50"
X Link 2025-06-26T12:15Z [----] followers, [---] engagements
"$AXON is trading at an all time high today. $SPCB would have to rally 80% to hit its 52-week high. Added more"
X Link 2025-06-26T17:11Z [----] followers, [---] engagements
"$SPCB selling drying up. A clean break above the January $11 offering price results in blue skies to 52-week highs up 80% from here. NYC mayoral elections @ZohranKMamdani police defunding likely reignites the prison/electronic monitoring theme. $AXON $GEO $SPCB"
X Link 2025-06-27T14:33Z [----] followers, [---] engagements
"$GEO ramping acquisitions. It likely acquires $SPCB for $50+. $SPCB is taking meaningful market share with its superior technology. Electronic monitoring industry only has [--] players globally and there's a history of consolidation. https://www.stocktitan.net/news/GEO/the-geo-group-announces-it-has-entered-into-a-purchase-agreement-to-56odbd6w4p9o.html https://www.stocktitan.net/news/GEO/the-geo-group-announces-it-has-entered-into-a-purchase-agreement-to-56odbd6w4p9o.html"
X Link 2025-07-01T12:15Z [----] followers, [---] engagements
"Seller of $SPCB getting cleaned up over the past several days. Stock is 11% below its January equity offering price despite a transformative quarter for contract wins and record Q1 EBITDA. Easy move to $15+ in the coming days as the selling dissipates. $GEO likely acquirer"
X Link 2025-07-02T15:40Z [----] followers, [---] engagements
"$GEO $SPCB and $CXW could surge 10%-30% on this development. $SPCB has a low float and should go crazy this week. $GEO currently has a market cap of $3.5 billion. There are only two major private prison companies$GEO and $CXW. The Big Beautiful Bill allocates $175 billion toward the deportation force with $45 billion specifically earmarked for ICE detention centers. https://t.co/cgo4Ba3InS $GEO currently has a market cap of $3.5 billion. There are only two major private prison companies$GEO and $CXW. The Big Beautiful Bill allocates $175 billion toward the deportation force with $45 billion"
X Link 2025-07-06T12:09Z [----] followers, [----] engagements
"$SPCB selling has dried up. Big Beautiful Bill a major tailwind for electronic monitoring drawing new buyers to follow Armistice Capital into Supercom. Stock trades at 2X '25 EBITDA (including trade receivables). Belongs at 12X or $50 per share. 30% growth 63% margins"
X Link 2025-07-08T16:43Z [----] followers, [---] engagements
"@valuedrift There is virtually no chance of dilution for $SPCB. A large share buyback is more likely. The company has $17 million in cash $24 million in debt and $14 million of net receivables. EBITDA run rate $10 mn and likely to ramp to $20mn+ this year. FCF in '25 likely +$15mn"
X Link 2025-07-09T17:09Z [----] followers, [---] engagements
"@valuedrift Yes. $SPCB is starting to gush free cash flow. 63% margins $10mn EBITDA run rate recurring revenue with virtually no churn good balance sheet. Easy M&A target for a PE fund. $GEO likely acquires the company this year at a big premium as SPCB is eating their lunch in the US"
X Link 2025-07-09T17:25Z [----] followers, [---] engagements
"Wouldn't be surprised to see a bidding war for $SPCB. $GEO $CXW $AXON likely acquirers. SPCB is a pure play in electronic monitoring that's rapidly gaining share in the US and Europe. Recurring revenue businesses with 63% margins don't trade at 3X EBITDA. This is a 5-bagger"
X Link 2025-07-11T16:27Z [----] followers, [----] engagements
"New ICE memo is a game changer for $CXW $GEO and $SPCB. An explosion in the detention of migrants will propel an explosion in electronic monitoring. $SPCB is a pure play that is rapidly taking market share in the US. $40mn market cap and tiny float. https://www.dailymail.co.uk/news/article-14905999/ICE-memo-migrant-bond-hearings.html https://www.dailymail.co.uk/news/article-14905999/ICE-memo-migrant-bond-hearings.html"
X Link 2025-07-15T10:20Z [----] followers, [----] engagements
"$SPCB wins 11th US state contract Allied Universal and BI Inc (owned by $GEO) losing share to Supercom. $SPCB trades at 3X EBITDA with a strong balance sheet ARR and 63% GMs growing TAM. Likely to be acquired by $GEO $AXON $CXW Allied for $50+. https://www.streetinsider.com/PRNewswire/SuperCom+Secures+New+Contract+in+Tennessee%2C+Expanding+U.S.+Presence+into+11th+New+U.S.+State+in+Less+Than+a+Year/25058049.html https://www.streetinsider.com/PRNewswire/SuperCom+Secures+New+Contract+in+Tennessee%2C+Expanding+U.S.+Presence+into+11th+New+U.S.+State+in+Less+Than+a+Year/25058049.html"
X Link 2025-07-16T13:18Z [----] followers, [----] engagements
"Best way to play detention center and prison overcrowding is $SPCB a microcap pure play in electronic monitoring trading at 3X EBITDA. It's worth $50. https://reason.com/2025/07/18/ice-is-shipping-detainees-to-hawaii-as-bed-space-on-the-u-s-mainland-fills-up/ https://reason.com/2025/07/18/ice-is-shipping-detainees-to-hawaii-as-bed-space-on-the-u-s-mainland-fills-up/"
X Link 2025-07-18T17:50Z [----] followers, [---] engagements
"Inhumane conditions at overcrowded ICE detention facilities is about to lead to a supercycle in electronic monitoring. $GEO has exposure but $SPCB is a pure play microcap with 10X+ potential upside. https://economictimes.indiatimes.com/news/international/us/tied-up-starved-forced-to-kneel-inside-the-ice-hellhole-florida-jail-treating-migrants-worse-than-dogs/articleshow/122820951.cmsfrom=mdr https://economictimes.indiatimes.com/news/international/us/tied-up-starved-forced-to-kneel-inside-the-ice-hellhole-florida-jail-treating-migrants-worse-than-dogs/articleshow/122820951.cmsfrom=mdr"
X Link 2025-07-22T14:20Z [----] followers, [----] engagements
"Wouldn't be surprised if $SPCB emerges as the next big meme stock. $40mn market cap taking massive share in a growth market that thrives on chaos. Tighter float than other runners like $GPRO $DNUT $FLWS"
X Link 2025-07-23T12:38Z [----] followers, [---] engagements
"Worsening prison overcrowding in Europe will result in parabolic growth in electronic monitoring. $SPCB has a 65% contract win rate in Europe. https://www.coe.int/en/web/portal/-/increasing-overcrowding-in-european-prisons https://www.coe.int/en/web/portal/-/increasing-overcrowding-in-european-prisons"
X Link 2025-07-24T14:28Z [----] followers, [---] engagements
"Massive news for $SPCB and $GEO - @washingtonpost reporting that ICE has been ordered to fetter 160k immigrants with electronic monitors. $GEO the biggest beneficiary but $SPCB gaining market share and likely wins a piece. $GEO likely acquires $SPCB. https://www.wsws.org/en/articles/2025/07/25/ztjq-j25.html https://www.wsws.org/en/articles/2025/07/25/ztjq-j25.html"
X Link 2025-07-25T11:48Z [----] followers, [---] engagements
"$GEO is catching a bid for the second day. $SPCB is an undiscovered gem that's about to go parabolic"
X Link 2025-07-25T15:59Z [----] followers, [---] engagements
"$GEO is exploding $SPCB is about to go wild"
X Link 2025-07-25T16:54Z [----] followers, [----] engagements
"@Ashton_1nvests $SPCB could be up 20X by [----] and 5-10X this year. Pure play in offender electronic monitoring 3X EBITDA 30% growth that will accelerate with ICE detentions exploding and massive share gains in the US. Prisons at overcapacity. Easy acquisition candidate for $GEO or $AXON"
X Link 2025-07-29T11:34Z [----] followers, [---] engagements
"$SPCB selling has dried up. The stock is down 15% since the January '25 private placement at $11 yet since then SPCB has crushed estimates deleveraged and announced [--] new contracts. How much would PE pay for a company generating $40mn of ARR with 63% margins Worth $50"
X Link 2025-07-29T14:22Z [----] followers, [---] engagements
"$SPCB has a small noncore cyber security business. If it were to attain a multiple anywhere near $CYBR's likely multiple from a $PANW acquisition the company could buy back more than 1/3 of the company with only a 4% impact to sales"
X Link 2025-07-29T18:58Z [----] followers, [---] engagements
"$SPCB analysis published this morning yields a price target of $68 - $120 up 14X from the current price. Allied Universal $GEO $AXON (which crushed earnings last night) cited as acquirers of $SPCB. https://seekingalpha.com/article/4808618-supercom-an-undiscovered-microcap-with-10-fold-potential-upside https://seekingalpha.com/article/4808618-supercom-an-undiscovered-microcap-with-10-fold-potential-upside"
X Link 2025-08-05T10:37Z [----] followers, [----] engagements
"$AXON is up 15% today and now trades at 21X [----] sales. $SPCB has grown faster over the past [--] years has much higher EBITDA margins (35% vs. 25%) and has better growth prospects yet it trades at 1X [----] sales. The rally in $SPCB could get silly"
X Link 2025-08-05T15:14Z [----] followers, [---] engagements
"Following $AXON's blockbuster quarter $GEO beat estimates this morning. This is a space with little market cap that could attract a deluge of capital. $GEO seems to be losing share in electronic monitoring to $SPCB and Allied and it likely will try to acquire $SPCB"
X Link 2025-08-06T13:17Z [----] followers, [---] engagements
"Wow $GEO conf call ongoing and it's a massive positive for $SPCB. Saying ICE to soon issue RFPs for the ISAP GPS contract $GEO's BI has exclusivity now but $SPCB could win a big piece. Read this article on path to $120 for $SPCB. $GEO to acquire $SPCB https://seekingalpha.com/article/4808618-supercom-an-undiscovered-microcap-with-10-fold-potential-upside https://seekingalpha.com/article/4808618-supercom-an-undiscovered-microcap-with-10-fold-potential-upside"
X Link 2025-08-06T15:24Z [----] followers, [----] engagements
"$SPCB should literally be up $10 on this $GEO call. Nobody anticipated that BI (owned by $GEO) would lose any of the ICE contract and it's a potential $400mn+ opportunity that $SPCB could win a big piece of. GEO also talking abut full prisons and shift to GPS systems"
X Link 2025-08-06T15:38Z [----] followers, [----] engagements
"$GEO management just confirmed that ICE is moving away from BI SmartLINK to ankle GPS monitors It's logical that $GEO will acquire $SPCB imminently before the ISAP RFPs go out"
X Link 2025-08-06T15:54Z [----] followers, [----] engagements
"$SPCB announced a new contract in Alabama this AM. Its land and expand strategy in the US is working resulting in an acceleration in revenue growth in 2H [----]. The stock trades at 5X run-rate earnings and there's a path towards 100+% growth next yr. https://www.investing.com/news/company-news/supercom-secures-second-electronic-monitoring-contract-in-alabama-93CH-4202229 https://www.investing.com/news/company-news/supercom-secures-second-electronic-monitoring-contract-in-alabama-93CH-4202229"
X Link 2025-08-20T13:26Z [----] followers, [---] engagements
"Capital flight underway into safe havens. Precious metals $XLP $GEO etc. capturing outflows from momentum stocks. $SPCB is the ultimate countercyclical play -- electronic offender and domestic violence monitoring at 5X [----] EPS and 2X [----] est. Could see a monster rally"
X Link 2025-08-20T14:05Z [----] followers, [---] engagements
"$SPCB selling is done. Volume is drying up. Float is in tighter hands. Stock trades at 5X run-rate earnings. With $IWM running this could go crazy. Upside to $100+. https://seekingalpha.com/article/4808618-supercom-an-undiscovered-microcap-with-10-fold-potential-upside https://seekingalpha.com/article/4808618-supercom-an-undiscovered-microcap-with-10-fold-potential-upside"
X Link 2025-08-22T14:24Z [----] followers, [---] engagements
"Micro/small caps like $OPAD $OPEN $GPRO going crazy. $SPCB will be the next big one"
X Link 2025-08-25T19:19Z [----] followers, [----] engagements
"$SPCB now trading at 4.5X run-rate earnings and 2X [----] EPS. $38 million market cap and gaining market share from $GEO and Allied Universal. Company teased big news coming shortly on AI on its recent cc. If it catches the AI wave there's near-term upside to $100"
X Link 2025-08-26T13:46Z [----] followers, [----] engagements
"Potential acquirers of $SPCB like $GEO $AXON and Allied must be salivating. $SPCB reported net accounts receivables of $18.7 mn half of its market cap. Its $15mn of cash + $18.7mn of net receivables is essentially its entire market cap and it is on a $10mn EBITDA run rate"
X Link 2025-08-26T14:56Z [----] followers, [---] engagements
"(6/8) The SeekingAlpha analysis argues that if $SPCB were to capture just 10% of the additional GPS devices for the [------] illegal aliens enrolled in ISAP who are not currently wearing monitors the stock could soar to $120 per share"
X Link 2025-08-27T11:01Z [----] followers, [---] engagements
"(7/8) On its call $GEO management acknowledged that the door is about to open for additional electronic monitoring contractors like $SPCB to the massive ISAP opportunity. Investors missed this but it's a huge development for $SPCB and M&A potential"
X Link 2025-08-27T11:01Z [----] followers, [---] engagements
"(8/8) It would be smart for $GEO to seek to acquire $SPCB before RFPs are submitted but we suspect there will be fierce competition from Allied Universal (which has been on a massive acquisition spree) $AXON and private equity"
X Link 2025-08-27T11:01Z [----] followers, [---] engagements
"Grok on $SPCB: Several factors suggest it could be an attractive target: Small market cap and niche technology make it affordable for larger firms or private equity buyers. Recent financial improvements and new contracts enhance its appeal. Industry consolidation trends in IoT"
X Link 2025-08-29T15:17Z [----] followers, [---] engagements
"$SPCB is about to go crazy. Microcap leader in offender electronic monitoring (countercyclical as higher unemployment is tied to higher incarceration) trading at 4.5X run-rate eps gaining share high short interest and acquisition candidate (i.e. $GEO $AXON). #nfp"
X Link 2025-09-05T14:28Z [----] followers, [----] engagements
"@pepemoonboy $SPCB - $40 million microcap; one of the leaders in offender electronic monitoring; trades at 5X run rate earnings with the potential to double EPS in 26; strong balance sheet with net accts rcvbl of 1/2 the market cap; winning share against $GEO in the US and dominating EU"
X Link 2025-09-08T10:57Z [----] followers, [---] engagements
"(2/11) The GPS monitoring industry is emerging into a super cycle. The UK just published a bill in which [-----] more offenders/yr will be tagged @realDonaldTrump is seeking to apply GPS monitors on all illegal aliens and Morocco just introduced a new electronic monitoring law"
X Link 2025-09-09T12:29Z [----] followers, [---] engagements
"(3/11) $SPCB is one of [--] global players and the moat is real. The company's Israeli roots have resulted in its disruptive tech not dissimilar from Israeli tech leaders like $CYBR $WIX $MBLY and Waze. It's AI analytics battery tech and location tech are unparalleled"
X Link 2025-09-09T12:29Z [----] followers, [---] engagements
"(4/11) Hence $SPCB is starting to take material market share from the incumbents like $GEO and Allied Universal. The company has a 65% win rate in Europe and it's starting to dominate in the US (75% of the global market) with [--] contract wins in the past [--] year"
X Link 2025-09-09T12:29Z [----] followers, [---] engagements
"(5/11) $SPCB's balance sheet is fixed and it is now gushing cash flow. At year-end [----] $SPCB had $3mn of cash and $30mn of debt. It now has $15mn of cash $20mn of accounts receivable and $23.6mn of debt. It is generating $10mn of annualized EBITDA and $2 of EPS"
X Link 2025-09-09T12:29Z [----] followers, [---] engagements
"(9/11) Recent discussions with Trabelsi reveal a conservative confident CEO who believes $SPCB's growth acceleration is in early innings and the company is misperceived and undervalued with virtually no sell-side coverage and investors who anchor to the past dilutive phases"
X Link 2025-09-09T12:29Z [----] followers, [---] engagements
"(10/11) The end game for $SPCB is likely that it gets acquired. $AXON $GEO and Allied Universal are possible acquirers. $AXON has similar growth and margins to $SPCB yet it trades at 22X sales almost 20X $SPCB's multiple"
X Link 2025-09-09T12:29Z [----] followers, [---] engagements
"(11/11) $SPCB has a market cap of just $40mn which is nonsensical for a company generating $10mn of EBITDA with 60+% margins AI and ARR. The float is just 3.5mn shares and the short interest is 6% of the float. One or two large investors could take $SPCB up multiple-fold"
X Link 2025-09-09T12:29Z [----] followers, [---] engagements
"@zerohedge Investors will be scrambling to identify beneficiaries of higher unemployment. Offender incarceration and electronic monitoring my be the most obvious example. $GEO $SPCB"
X Link 2025-09-09T14:24Z [----] followers, [---] engagements
"@Gaid1a $SPCB has generated $0.50 per quarter of EPS for the past two quarters. It is trading at less than 5X EPS. Four massive EU contracts are or soon will be up for award and SPCB has a 65% win rate. And the US acceleration is just starting. $GEO and $AXON have to be circling"
X Link 2025-09-10T14:25Z [----] followers, [---] engagements
"@zerohedge Agreed. $SPCB is the speculative play to own in this arena. Israeli company that's a leader in offender electronic monitoring taking share from $GEO $40mn market cap high short interest 5X EPS meme stock potential as capital floods into the space"
X Link 2025-09-11T15:09Z [----] followers, [---] engagements
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