#  @miscomputate Mason Mason posts on X about $cccx, $crml, $infq, greenland the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1981134056902242305/interactions)  - [--] Week [-------] +2,224% - [--] Month [---------] +2,573% ### Mentions: [--] [#](/creator/twitter::1981134056902242305/posts_active)  - [--] Week [--] +42% - [--] Month [---] +118% ### Followers: [---] [#](/creator/twitter::1981134056902242305/followers)  - [--] Week [---] +13% - [--] Month [---] +106% ### CreatorRank: [---------] [#](/creator/twitter::1981134056902242305/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 26% [countries](/list/countries) 9% [stocks](/list/stocks) 5% [celebrities](/list/celebrities) 3% [exchanges](/list/exchanges) 3% [technology brands](/list/technology-brands) 2% [currencies](/list/currencies) 2% [financial services](/list/financial-services) 1% **Social topic influence** [$cccx](/topic/$cccx) #30, [$crml](/topic/$crml) #8, [$infq](/topic/$infq) #16, [greenland](/topic/greenland) #670, [$mp](/topic/$mp) #7, [$ionq](/topic/$ionq) 5%, [$usar](/topic/$usar) #9, [in the](/topic/in-the) 4%, [end of](/topic/end-of) 4%, [$uuuu](/topic/$uuuu) #10 **Top accounts mentioned or mentioned by** [@infleqtion](/creator/undefined) [@spacinfleqtion](/creator/undefined) [@catstates](/creator/undefined) [@midascabal](/creator/undefined) [@halalhamm](/creator/undefined) [@qihang186](/creator/undefined) [@alainknokke](/creator/undefined) [@m1r19i14](/creator/undefined) [@catwongbb](/creator/undefined) [@1900stonkz](/creator/undefined) [@secretaryburgum](/creator/undefined) [@interior](/creator/undefined) [@criticalmet](/creator/undefined) [@quantumbullhq](/creator/undefined) [@infleqtioncom](/creator/undefined) [@eximbankus](/creator/undefined) [@repthomasmassie](/creator/undefined) [@themuckcrab](/creator/undefined) [@cekdrew](/creator/undefined) [@nancymace](/creator/undefined) **Top assets mentioned** [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [MP Materials Corp. (MP)](/topic/$mp) [IonQ, Inc. (IONQ)](/topic/$ionq) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [TMC the metals company Inc. Common Stock (TMC)](/topic/$tmc) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Goldman Sachs (GS)](/topic/goldman-sachs) ### Top Social Posts Top posts by engagements in the last [--] hours "@midascabal I can only imagine to assume who sold this yesterday and today. The pumpers are obvious π" [X Link](https://x.com/miscomputate/status/2021957552138072325) 2026-02-12T14:40Z [---] followers, [--] engagements "@Cat_States Even with $CCCX up a lot in [--] days the order book has been VERY thin π€π€ Great reminder of how small the float is. Id rather see more volume coming in vs. high moves with really love volume tbh. Hopefully more action starts to occur after merger" [X Link](https://x.com/miscomputate/status/2021740782873375173) 2026-02-12T00:18Z [---] followers, [----] engagements "JUST IN: Kathryn Ruemmler former White House Counsel under Obama and most recently General Counsel at Goldman Sachs has resigned amid scrutiny over past legal ties to Epstein. Worth noting her prior role in the Obama administration for context" [X Link](https://x.com/miscomputate/status/2022123003816161768) 2026-02-13T01:37Z [---] followers, [---] engagements "@1900Stonkz @infleqtion If Im ranking add zones: [--] 10.610.8 11.111.3 11.812.0 12.412.6 13.013.2. Not advice Id scale in vs trying to nail the exact bottom merger tape is volatile" [X Link](https://x.com/miscomputate/status/2022125327636636140) 2026-02-13T01:47Z [---] followers, [--] engagements "$CRML No surprise the sell-off in Rare Earths and Critical Minerals continues even in the face of objectively strong news. $MP $UUUU $USAR $AREC $TMC $UURAF Imagine the reaction if the House had voted against the legislation. This is macro pressure weighing on high-beta names not No surprise the sell-off in Rare Earths and Critical Minerals continues even in the face of objectively strong news. $MP $UUUU $USAR $AREC $TMC $UURAF Imagine the reaction if the House had voted against the legislation. This is macro pressure weighing on high-beta names not" [X Link](https://x.com/miscomputate/status/2022485951449014341) 2026-02-14T01:40Z [---] followers, [---] engagements "π¨ When I post these you need to pay attention. And I highly recommend you ignore all the bullshit noise being posted by retail traders and retail influencer accounts on X claiming theyre about to predict a market collapse or a massive bull run. No one talks about detail. No one talks about the why. They just talk about their gut. Gut is not strategy. Ego equals gut. This below is not ego. This is what the market is actually telling us. If something changes if a macro shock hits if geopolitics explode if liquidity evaporates anything can happen. But this is what it looks like right now." [X Link](https://x.com/miscomputate/status/2022520705129091499) 2026-02-14T03:58Z [---] followers, [--] engagements "@SecretaryBurgum - help mine up Greenland treasure trove Tanbreez $CRML America is getting back to Mine Baby Mine. @Interior is ending the stranglehold on permitting unleashing American resources & mining cleaner safer and smarter than anywhere else in the world. https://t.co/Yg2FdqfIju America is getting back to Mine Baby Mine. @Interior is ending the stranglehold on permitting unleashing American resources & mining cleaner safer and smarter than anywhere else in the world. https://t.co/Yg2FdqfIju" [X Link](https://x.com/miscomputate/status/2022123466481390013) 2026-02-13T01:39Z [---] followers, [---] engagements "@SecretaryBurgum @Interior Domestic permitting reform is critical. Projects like Tanbreez in Greenland and other strategic rare earth assets show how urgent supply chain security has become. The U.S. needs reliable allied sources of critical minerals β¨" [X Link](https://x.com/miscomputate/status/2022123773684855094) 2026-02-13T01:40Z [---] followers, [--] engagements "@Halalhamm @qihang186 Calls are extra risky into/through the ticker change. Even if the deal is great long-term deSPAC mechanics can get messy and the stock can dump since the NAV floor is gone. If youre bullish shares (or longer-dated calls) short-dated calls. Not advice" [X Link](https://x.com/miscomputate/status/2022125955817648138) 2026-02-13T01:49Z [---] followers, [--] engagements "Yes yes yes yes and yes and yes and yes and yes Get ready everyone. As soon as the Senate approves the SAVE Act and President Trump signs it into law a progressive activist judge will declare it unconstitutional and block it. Every Democratic-led state will file lawsuits against it. When that initial ruling gets overturned Get ready everyone. As soon as the Senate approves the SAVE Act and President Trump signs it into law a progressive activist judge will declare it unconstitutional and block it. Every Democratic-led state will file lawsuits against it. When that initial ruling gets" [X Link](https://x.com/miscomputate/status/2022525981538259231) 2026-02-14T04:19Z [---] followers, [--] engagements "Nice recover day for $CRML - Ill take it ππ I look forward to many more of them. Lots of work to do. Analyst target price is $20" [X Link](https://x.com/miscomputate/status/2021011099425116511) 2026-02-09T23:59Z [---] followers, [----] engagements "To clarify for everyone reading: Hes pointing out that the projects post-tax NPV is $13B while the equity is trading around $1.1B market cap. That means the stock is trading at roughly 89% of project NPV. His view: as financing visibility improves and political clarity increases capital will begin to close that gap. My view: the market is currently pricing execution risk not geology. That includes: Timeline risk Permitting risk Capital structure risk Dilution risk Financing certainty This isnt about whether the deposit exists. Its about the discount rate being applied to it. If those risks" [X Link](https://x.com/miscomputate/status/2022703833416147075) 2026-02-14T16:05Z [---] followers, [--] engagements "This isnt about one stock - its about market integrity. A Reuters article last week materially moved the entire rare earths sector impacting companies like $MP $CRML and others - followed by multiple quiet revisions as details were disputed. When reporting moves billions in market cap transparency matters. Silent edits arent enough. Investors deserve clarity on sourcing assumptions and what actually changed. @Reuters @ReutersBiz @ErnestScheyder @SECGov @MPMaterials @CriticalMet https://twitter.com/i/web/status/2018119770256601228 https://twitter.com/i/web/status/2018119770256601228" [X Link](https://x.com/miscomputate/status/2018119770256601228) 2026-02-02T00:30Z [---] followers, [----] engagements "I just received my $CCCX Churchill Capital Corp X Prospectus (booklet) in the mail. Its hundreds of pages and smells amazing (I love the smell of paper and ink - weird I know). I already read the important parts online last week but Im going to keep it as part of my coffee table decor π₯ Sending my vote out soon π― @infleqtion One day when this company Infleqtion becomes even more wildly successful I may have to get Matthew Kinsella or Michael Klein to autograph it π It also came with the merger voting form - maybe Ill frame it π" [X Link](https://x.com/miscomputate/status/2018174637478224109) 2026-02-02T04:08Z [---] followers, [----] engagements "$CRML Headline: Why the "Greenland Silence" Today is the Loudest Signal for Wednesday. If you watched todays Oval Office launch of Project Vault ($12B) you might have noticed two things missing: [--]. The words Rare Earth Metals. [--]. The word Greenland. Dont be fooled. Today was about the bankroll; Wednesday February 4th is about the territory. The Tanbreez Factor While the administration used the broad term "Critical Minerals" today to sound business-friendly the real target is Tanbreez in Southern Greenland. Heres why this project is the "Crown Jewel" of the Wednesday Ministerial: The "Heavy"" [X Link](https://x.com/miscomputate/status/2018500020245532741) 2026-02-03T01:41Z [---] followers, [----] engagements "$CCCX (soon to be $INFQ) is starting to move π Do we see $20 again before next weeks vote and pass up $RGTI π€" [X Link](https://x.com/miscomputate/status/2018723399237861593) 2026-02-03T16:28Z [---] followers, [----] engagements "@QuantumBullHQ How do you not list $CCCX / $INFQ π€¦βπ€¦βπ€¦β" [X Link](https://x.com/miscomputate/status/2019085004844785983) 2026-02-04T16:25Z [---] followers, [---] engagements "$CCCX $IONQ these quantum sector prices (aside from Infleqtion) look way more reasonable right now. Infleqtion should be in the 20s and will be soon (unless it all keep going down π)" [X Link](https://x.com/miscomputate/status/2019456455426887909) 2026-02-05T17:01Z [---] followers, [----] engagements "@infleqtion This huge for Infleqiton going into the healthcare space. This is honestly the best real world quantum compute application that I can think of and Infleqtion is on the cancer cure route. This is great" [X Link](https://x.com/miscomputate/status/2019477081659216273) 2026-02-05T18:23Z [---] followers, [--] engagements "I agree with this take by @SPAC_Infleqtion to delay the merger vote until March closer to the Nvidia GTC Given current macro and SPAC redemption mechanics delaying the $CCCX merger vote a few weeks into early March could be the most shareholder friendly path. It allows more time for investor diligence and aligns the vote closer to GTC when quantum attention and sentiment may be healthier Just one shareholders perspective but I think its worth serious consideration. @infleqtion https://twitter.com/i/web/status/2019553780912488723 https://twitter.com/i/web/status/2019553780912488723" [X Link](https://x.com/miscomputate/status/2019553780912488723) 2026-02-05T23:28Z [---] followers, [----] engagements "$CRML Why the $33M $CRML Private Sale on Feb [--] is a Massive Green Flag π© Don't let the recent volatility fool you. While the "noise" has been super loud the "smart money" just made a huge move this week. The Facts: European Lithium just closed a negotiated sale of [---] Million shares of $CRML for $33.75 Million. Why this is bullish: The Price Floor: The deal was done at roughly $13.50/share. Institutional buyers don't drop $33M unless they believe the current price is a steal. Due Diligence: This wasn't an open market buy. This was a "Securities Purchase Agreement" with full legal" [X Link](https://x.com/miscomputate/status/2019580077151813863) 2026-02-06T01:13Z [---] followers, [----] engagements "@Cat_States @SPAC_Infleqtion Would definitely recommend emailing. I emailed them yesterday about extending merger vote to early March. Investor Relations Email: investors@infleqtion.com General Company Phone: +1 303-440-1284 Official Investor Portal: http://infleqtion.com/investors http://infleqtion.com/investors" [X Link](https://x.com/miscomputate/status/2019780492170580034) 2026-02-06T14:29Z [---] followers, [---] engagements "π¨ $CCCX Its time to speak up. Ive officially reached out to Infleqtion Investor Relations to push for a delay in the business combination @infleqtion 3-4 more weeks allows for: [--] Better price discovery. The redemption window next Tuesday could fall during an exceptionally volatile market period (as we have recently seen) [--] Clearer info on the NYSE transfer [--] Maximum shareholder participation I would recommend calling since this is time sensitive but you can send your email to and hope that it gets read: Churchill Capital X (NY Office): (212) 380-7500 investors@infleqtion.com Attn: Marcus" [X Link](https://x.com/miscomputate/status/2019783660388442352) 2026-02-06T14:42Z [---] followers, [----] engagements "I get the concern but I think youre oversimplifying it. EUR and CRML arent capital-return stories. theyre asset-control and optionality stories. Dilution at discounts looks bad optically but its also how he assembled assets that are now strategically relevant before governments stepped in. You can disagree with the style but the outcome matters: projects funded assets secured and alignment with state-backed capital that didnt exist a few years ago. Time will tell which approach ages better https://twitter.com/i/web/status/2019816066428305816 https://twitter.com/i/web/status/2019816066428305816" [X Link](https://x.com/miscomputate/status/2019816066428305816) 2026-02-06T16:50Z [---] followers, [--] engagements "$IONQ is up 16% today - this is great news for $CCCX and the entire quantum fan base just a matter of time until they run neck and neck on their tech race @infleqtion launched [--] forms of big news this week too. I still hold my $40+ base case call by end of [----] 100% agreeππ https://t.co/sjv9ykWjU7 100% agreeππ https://t.co/sjv9ykWjU7" [X Link](https://x.com/miscomputate/status/2019851819808166371) 2026-02-06T19:12Z [---] followers, [----] engagements "Quantum oncology is getting real too. @infleqtion $CCCX / $INFQ s move into oncology researchand healthcare with MIT this week is a very big deal. This is one of the clearest real-world use cases for quantum computing right now with a genuinely massive payoff. Cancer biomarker discovery is exactly the kind of high dimensional complex problem where classical methods struggle. Using quantum to identify smaller clinically useful biomarker sets could change how treatment decisions are made. What comes next is even bigger. Quantum assisted drug screening and discovery is inevitable and major" [X Link](https://x.com/miscomputate/status/2019881214383886404) 2026-02-06T21:09Z [---] followers, [---] engagements "$CCCX @infleqtion Worth separating price action and macro noise from actual substance. This week alone weve seen: Live real-world quantum-grade timing over existing fiber (40x improvement vs GPS) Breakthrough work in healthcare/oncology showing quantum methods accelerating biomarker discovery and drug screening Academic validation out of places like Purdue/MIT reinforcing that these systems are moving from theory to applied science And new reporting that the White House is drafting a whole-of-government quantum strategy focused on deployment infrastructure and commercialization Thats a rare" [X Link](https://x.com/miscomputate/status/2019896732755104232) 2026-02-06T22:11Z [---] followers, [----] engagements "$CCCX / $INFQ $IONQ Part of it is narrative inertia. A lot of capital is still anchored to the first movers even when the landscape is clearly diversifying. Markets tend to overweight familiarity and underweight emerging execution until they dont. Staying flexible staying curious and not falling in love with a ticker matters more than ever here https://twitter.com/i/web/status/2019952636313682208 https://twitter.com/i/web/status/2019952636313682208" [X Link](https://x.com/miscomputate/status/2019952636313682208) 2026-02-07T01:53Z [---] followers, [---] engagements "It wasnt inserted. The staffer was scrolling on their phone. We all know what happened and it was a reckless mistake by not simply editing the end of the screen recording off. The media doesnt seem to want to cover that part though nor the other 99% of the video that was substantive and about election fraud https://twitter.com/i/web/status/2020032228734984619 https://twitter.com/i/web/status/2020032228734984619" [X Link](https://x.com/miscomputate/status/2020032228734984619) 2026-02-07T07:09Z [---] followers, [--] engagements "@WellsJorda89710 Gonna leave this right here. This is even worse. https://x.com/nicksortor/status/2019556277441982967s=46 π¨ JUST IN: Yet ANOTHER white leftist is calling black ICE agents N*GGERS in Minneapolis and even threatened his LIFE Youre next N*GGER ONCE AGAIN proving Democrats are the ACTUAL racists. Freaking disgusting people. https://t.co/M4YANMDJxU https://x.com/nicksortor/status/2019556277441982967s=46 π¨ JUST IN: Yet ANOTHER white leftist is calling black ICE agents N*GGERS in Minneapolis and even threatened his LIFE Youre next N*GGER ONCE AGAIN proving Democrats are the ACTUAL" [X Link](https://x.com/miscomputate/status/2020036007513530854) 2026-02-07T07:24Z [---] followers, [---] engagements "@midascabal If first earnings are good $CCCX / $INFQ By [----] quantum sector will be on a completely new plane. The future of the industry group selection is clutch here" [X Link](https://x.com/miscomputate/status/2020514909012762925) 2026-02-08T15:07Z [---] followers, [----] engagements "@EximBankUS @TonySage7237 @CriticalMet would love to see some traction on EXIM support very soon $CRML" [X Link](https://x.com/miscomputate/status/2020520664679981559) 2026-02-08T15:30Z [---] followers, [---] engagements "$CCCX / $INFQ @infleqtion Totally fair question - SPAC mergers are confusing especially if youre newer. The short version: merger mechanics can be messy in the near term and that price action often has nothing to do with the actual business. Redemptions liquidity changes and ticker transitions can all cause temporary volatility. If protecting capital matters most right now the lowest stress option is often to wait until after the merger settles and the dust clears. That usually takes days or a couple weeks after merger. Book mark this: Feb [--] is the merger close/ticker change. Longer term" [X Link](https://x.com/miscomputate/status/2020560124742705244) 2026-02-08T18:07Z [---] followers, [---] engagements "@SPAC_Infleqtion π₯π₯π₯" [X Link](https://x.com/miscomputate/status/2020669074942890149) 2026-02-09T01:20Z [---] followers, [---] engagements "@SPAC_Infleqtion Up 13% right now" [X Link](https://x.com/miscomputate/status/2020669170505875836) 2026-02-09T01:20Z [---] followers, [--] engagements "$CRML π₯π₯π₯π₯ Critical Metals $CRML reports up to 27.0% heavy rare earth oxides at Tanbreez following final [----] drill assays. The Fjord and Area B deposits remain open signaling significant resource growth for the strategic Greenland asset into [----]. https://t.co/sseOZV7tHy Critical Metals $CRML reports up to 27.0% heavy rare earth oxides at Tanbreez following final [----] drill assays. The Fjord and Area B deposits remain open signaling significant resource growth for the strategic Greenland asset into [----]. https://t.co/sseOZV7tHy" [X Link](https://x.com/miscomputate/status/2020877719878111403) 2026-02-09T15:09Z [---] followers, [----] engagements "Here to exhaust you with my opinion on Infleqtion. I think people are sleeping on $INFQ mainly because the market is still treating it like just another SPAC de-SPAC (headline risk + mechanics) instead of underwriting the business. when you zoom out Infleqtion looks unusually commercial + multi-product for this sector. A few reasons Im constructive (not advice just my read): 1) Real shovel products not a single science project Theyre not only talking about a future quantum computer. They already sell/ship hardware + software across multiple categories (timing/clocks RF sensing inertial" [X Link](https://x.com/miscomputate/status/2021027379808698619) 2026-02-10T01:04Z [---] followers, [--] engagements "Oooff And they even decided to do their merger the week of CPI and the dreaded BLS unemployment report @infleqtion Definitely should extend the redemption window and merger to early March. π€¦β Did yall forget to check the market schedule before committing to a vote date Honestly https://twitter.com/i/web/status/2021039992911298706 https://twitter.com/i/web/status/2021039992911298706" [X Link](https://x.com/miscomputate/status/2021039992911298706) 2026-02-10T01:54Z [---] followers, [---] engagements "Finally snapped at a friend today. Hes been bearish on markets for 4+ years hates AI calls it trash and predicts recessions nonstop. He trusts his gut even though its rarely right. Ive been pretty damn accurate on AI - which he conveniently ignores. When markets dip he feels vindicated. Expired theses arent insight. Pessimism isnt wisdom. No one is saying you cant trust your gut but remember your gut instinct isnt always a strategy. https://twitter.com/i/web/status/2021057716492403011 https://twitter.com/i/web/status/2021057716492403011" [X Link](https://x.com/miscomputate/status/2021057716492403011) 2026-02-10T03:04Z [---] followers, [--] engagements "You dont have a single critical minerals stock on here π€ Seeing that the end of [----] will be time bomb for major ISM expansion + global foreign policy initiatives to expand rare earth supply I would absolutely add a rare earth stock. My pick is $CRML - Greenland untapped and incredibly under valued both by the market on its geologically landscape and deposit supply on heavy rare earths for national security and defense. IMO: an $80+ stock in 3-5 years. Currently a steal at $11/share. https://twitter.com/i/web/status/2021069542525485439 https://twitter.com/i/web/status/2021069542525485439" [X Link](https://x.com/miscomputate/status/2021069542525485439) 2026-02-10T03:51Z [---] followers, [---] engagements "@Optimistic313 We can only hope the US will guarantee some financing or an equity position now π $CRML @EximBankUS" [X Link](https://x.com/miscomputate/status/2021086530433892792) 2026-02-10T04:59Z [---] followers, [---] engagements "$CCCX / $INFQ π₯ The hits keep coming π Just in π Infleqtion and NASA to Fly the Worlds First Quantum Gravity Sensor to Space https://www.businesswire.com/news/home/20260210702020/en/Infleqtion-and-NASA-to-Fly-the-Worlds-First-Quantum-Gravity-Sensor-to-Space https://www.businesswire.com/news/home/20260210702020/en/Infleqtion-and-NASA-to-Fly-the-Worlds-First-Quantum-Gravity-Sensor-to-Space" [X Link](https://x.com/miscomputate/status/2021228916145324314) 2026-02-10T14:25Z [---] followers, [----] engagements "@Cat_States I could be wrong but I have a feeling they may extend. I emailed them again last night. CCIX merger was delayed as well due to market volatility. They were suppose to do a merger vote yesterday" [X Link](https://x.com/miscomputate/status/2021229315111743882) 2026-02-10T14:26Z [---] followers, [---] engagements "@JungleStocks Patience π₯ They need to do the merger first before institutional moves in. Most arent even allowed to buy SPACs during SPAC phase" [X Link](https://x.com/miscomputate/status/2021229642808537274) 2026-02-10T14:27Z [---] followers, [--] engagements "I hear you but comparing $CCCX to $CCIX actually proves my point. CCIX delayed for 'market conditions' just yesterday its the board's own logic. Infleqtion isn't PlusAI; it's already winning DOE and NASA contracts today. A company with this much commercial substance shouldn't have its NYSE debut rushed while the price is testing [--] week lows. A short extension ensures the White House quantum news is fully priced in so we get a stable launch not a whipsaw. Protection of capital isn't 'fearing the merger' it's ensuring a successful one" [X Link](https://x.com/miscomputate/status/2021240084750557403) 2026-02-10T15:09Z [---] followers, [---] engagements "Tomorrow morning is the January jobs report. Hold on to your butts" [X Link](https://x.com/miscomputate/status/2021250360938053885) 2026-02-10T15:50Z [---] followers, [--] engagements "Full stop: Huge technical feat by @FBIDirectorKash today. Thanks to the FBI they just got actual photos of the Nancy Guthrie suspect. The photos are very very clear. Someone is going to recognize this person and they will be caught. https://www.fox10tv.com/2026/02/10/authorities-plan-release-surveillance-photo-possible-suspect-nancy-guthrie-case/outputType=amp https://www.fox10tv.com/2026/02/10/authorities-plan-release-surveillance-photo-possible-suspect-nancy-guthrie-case/outputType=amp" [X Link](https://x.com/miscomputate/status/2021287383602463038) 2026-02-10T18:17Z [---] followers, [---] engagements "Covered my $CRML position with puts. Near term mechanical pressure is present (nothing fundamental). long-medium term remains very bullish π₯" [X Link](https://x.com/miscomputate/status/2021351356691513494) 2026-02-10T22:31Z [---] followers, [---] engagements "@RepLuna @LeaderJohnThune Wasting your time. Thune is a lame duck leader" [X Link](https://x.com/miscomputate/status/2021430878493347984) 2026-02-11T03:47Z [---] followers, [--] engagements "$CCCX $INFQ Same - I also rescind my previous aims for a delay on the merger vote. Looks like the merger vote should be a boon with the market reversal the past [--] hours. Great jobs numbers today was a big change for me π₯ $CCCX excited for the merger vote tomorrow I was wrong to want a delay lets get it done $CCCX trades until end of day Friday Stock /warrants halts and transfers to NYSE trades as $INFQ $INFQ-WS Tuesday (Markets are closed Monday for Presidents Day) https://t.co/5NdjYO2TPV $CCCX excited for the merger vote tomorrow I was wrong to want a delay lets get it done $CCCX trades" [X Link](https://x.com/miscomputate/status/2021618384933130736) 2026-02-11T16:12Z [---] followers, [----] engagements "$CCCX just placed my proxy vote in favor of the merger with @infleqtion. No surprise there. Nice +10% move today but volume remains extremely thin (50k shares). The story is strong the press has been solid but the market needs awareness. Looking forward to increased visibility and marketing efforts post-close. Excited for whats ahead. https://twitter.com/i/web/status/2021689279039054237 https://twitter.com/i/web/status/2021689279039054237" [X Link](https://x.com/miscomputate/status/2021689279039054237) 2026-02-11T20:54Z [---] followers, [----] engagements "@alainknokke Just waiting for the stock price to reflect this" [X Link](https://x.com/miscomputate/status/2021689515752968683) 2026-02-11T20:55Z [---] followers, [--] engagements "@defi_dino We are not in a bear market. Ive already checked on that. We are in a risk-off high risk trades market and that may only be temporary" [X Link](https://x.com/miscomputate/status/2021760232859324781) 2026-02-12T01:36Z [---] followers, [--] engagements "@RepThomasMassie Everyone give RINO @RepThomasMassie a round of applause πIts the only thing hes ever voted YES for that Trump also voted YES for. Congrats Massie. You get a gold star π«΅π€‘" [X Link](https://x.com/miscomputate/status/2021761993880088821) 2026-02-12T01:43Z [---] followers, [--] engagements "@midascabal Good jobs report is always bad for small caps - just the reality. Good news is that once the Fed chair is replaced - they will lower rates anyway π€£π€£π€£π€£" [X Link](https://x.com/miscomputate/status/2021765377978474963) 2026-02-12T01:56Z [---] followers, [--] engagements "So she and her party demanded the Epstein files be released and blamed Trump and his DOJ for not doing it. Then the files get released and shes still mad just attacking from a different angle. Almost like it was never actually about the files. Its just about attacking Trump no matter what. -@the_jefferymead https://www.instagram.com/reel/DUobG-1ETly/igsh=MWxubDkxMm5jcWc0MA== https://www.instagram.com/reel/DUobG-1ETly/igsh=MWxubDkxMm5jcWc0MA==" [X Link](https://x.com/miscomputate/status/2021795050158469581) 2026-02-12T03:54Z [---] followers, [--] engagements "@TheMuckCrab @RoxysRumble @Ihurtyofeelings @GeneralMCNews I would like to see actual sources stating what the violations were. Drop links. As many as you want. ππ Im genuinely curious" [X Link](https://x.com/miscomputate/status/2021805632156733825) 2026-02-12T04:36Z [---] followers, [---] engagements "Thats very rich. Would love to see the proof of that vs. the reality of it being a judge who is not allowing the release of information. 90% of people on here do not understand the legal process - so if there is actually validity of her covering something up intentionally lets see it https://twitter.com/i/web/status/2021806261944156455 https://twitter.com/i/web/status/2021806261944156455" [X Link](https://x.com/miscomputate/status/2021806261944156455) 2026-02-12T04:39Z [---] followers, [---] engagements "Im genuinely open to seeing evidence of wrongdoing by the DOJ but I currently dont see any evidence of that on the table. The Trump signed bill to release the Epstein Files applies to unclassified materials and still allows withholding of victim info and anything that jeopardizes active investigations. Grand jury material is also governed by Rule 6(e) and requires court authorization. If theres a specific court order DOJ is defying post it. Otherwise this looks like a legal process issue (and political theater at its finest) not proof of perjury or a cover-up and all of the other gobbledegook" [X Link](https://x.com/miscomputate/status/2021813665461113060) 2026-02-12T05:08Z [---] followers, [--] engagements "Im genuinely open to seeing evidence of wrongdoing by DOJ but I currently dont see any concrete evidence on the table. I understand the optics argument. But optics and criminal liability are not the same thing. If there is evidence of perjury or unlawful withholding it should be addressed. If this involves sealed records grand jury rules or statutory redactions under the Act that is a legal process issue. Congress is highly polarized right now and anything that looks incomplete or slow gets framed as misconduct even when legal constraints are involved. We should be careful not to confuse" [X Link](https://x.com/miscomputate/status/2021816228847779858) 2026-02-12T05:18Z [---] followers, [--] engagements "@cekdrew $CRML :)" [X Link](https://x.com/miscomputate/status/2021816604690886896) 2026-02-12T05:20Z [---] followers, [---] engagements "I added to $CCCX and $CRML on todays dip. Reserving powder for more potential dip buying" [X Link](https://x.com/miscomputate/status/2021988760561627377) 2026-02-12T16:44Z [---] followers, [---] engagements "That's a historical low claim which checks out [--] months ago (it did hit near $2 or below in early stages) but the stock is nowhere near that level now and substance has changed massively for this miner since then. Caution is reasonable for such a speculative name it's high-risk/high-reward but a drop back to exactly $2 would require significant negative developments from here (contracts ending deals not going through Tanbreez not passing certain regulatory checks etc.). I have my position on $CRML currently hedged with puts. Might get more today too" [X Link](https://x.com/miscomputate/status/2022001440277827730) 2026-02-12T17:34Z [---] followers, [--] engagements "Markets often price in expected diplomacy before it happens. If everyone already expects things will go well in April (which they probably do - Trump always gets along with Xi) then the deflation may already be partially / mostly happening. A macro easing event alone is highly unlikely to crater a company's fundamental thesis (that would be an additional 80% drawdown on top of the current 60% drawdown for $CRML). Now what about a macro easing event combined with weak fundamentals or dilution YES. More examples of this combined event would be: financing failure project setbacks permitting" [X Link](https://x.com/miscomputate/status/2022008533361831964) 2026-02-12T18:02Z [---] followers, [--] engagements "RT @cekdrew: $MP was just at $75 a few weeks ago and now were back around the mid-$50s. Im confident the stock will eventually hit $10" [X Link](https://x.com/anyuser/status/2022352508182761691) 2026-02-13T16:49Z [---] followers, [--] engagements "$IONQ $CCCX / $INFQ @infleqtion Why Infleqtion (not just IonQ) Looks Built for What Comes Next Barrons just ran a detailed piece on IonQ that highlights something many investors have ignored for years: the gap between narrative driven leadership and durable execution in quantum. The issue isnt that quantum doesnt work. Its that much of IonQs perceived commercial lead was built on optics that dont hold up under scrutiny. Key takeaways from the article: A meaningful portion of IonQs reported revenue came from acquired businesses outside core quantum computing Of roughly $75M in cited Pentagon" [X Link](https://x.com/miscomputate/status/2019209347574771873) 2026-02-05T00:39Z [---] followers, [----] engagements "$CRML FOX: U.S. One Crisis Away From Rare Earth Supply Shock $MP $UUUU $USAR $AREC $NB $UAMY $TMC Industry experts warn the United States is "one crisis away" from losing access to the rare earth elements that power everything from fighter jets to electric vehicles a FOX: U.S. One Crisis Away From Rare Earth Supply Shock $MP $UUUU $USAR $AREC $NB $UAMY $TMC Industry experts warn the United States is "one crisis away" from losing access to the rare earth elements that power everything from fighter jets to electric vehicles a" [X Link](https://x.com/miscomputate/status/2022351959710404894) 2026-02-13T16:47Z [---] followers, [---] engagements "RT @Tickerwire: $MP $UUUU $UAMY $USAR $LAC $CRML President Trump: "We're launching what will be known as Project Vault to ensure that Ame" [X Link](https://x.com/miscomputate/status/2022707438558871866) 2026-02-14T16:20Z [---] followers, [--] engagements "$CRML π₯ Just in: While headlines bounce around CRML is quietly executing. Today the company announced a fully built Project Delivery Team to fast-track Tanbreez: Tier-1 mining processing and engineering leadership 3050+ years experience across rare earths lithium and critical minerals Pilot plant engineering and permitting work actively underway Coordination spanning Greenland the U.S. Europe and allied partners This is real progress not speculation. No change to fundamentals. No setback to the core thesis. Price moves dont change execution teams like this do." [X Link](https://x.com/miscomputate/status/2017245625595674920) 2026-01-30T14:36Z [---] followers, [----] engagements "$CRML / Tanbreez How is $CRML equity being valued NPV vs. Market Reality A lot of interesting posts and discussions lately around NPV ($13B cited) vs. current market cap ($1.1B). On paper that looks wildly undervalued. But heres the reality: Pre production developers do not trade at 1.0x NPV. Historically they trade closer to 0.1x0.4x NAV depending on: Stage of development Jurisdiction & political risk Financing visibility Cost of capital Permitting clarity Commodity price stability NPV is a project level calculation. Equity value depends on capital structure. Debt vs equity mix discount rate" [X Link](https://x.com/miscomputate/status/2022484217704104109) 2026-02-14T01:33Z [---] followers, [----] engagements "$CRML / Tanbreez Diplomacy Headlines vs. Structural Reality in the Rare Earth Sector Nice refresher. Ive been reading some comments today suggesting that if USChina relations improve the mineral sector automatically becomes compromised. π¨ I dont think that framework applies here anymore at least not with this company $CRML That argument may have carried weight [--] months ago when this was largely viewed as a speculative mining story. Today the profile is completely different. We have defined project structure under Project Vault materially improved [----] assay results with meaningful heavy" [X Link](https://x.com/miscomputate/status/2022161548538519861) 2026-02-13T04:10Z [---] followers, [----] engagements "@JBananas53256 @wwyd4j @NancyMace What is the cover up No one can say what the cover up was Show us all proof of what the cover up was" [X Link](https://x.com/miscomputate/status/2022931079817236738) 2026-02-15T07:08Z [---] followers, [--] engagements "@NancyMace I was just starting to like Nancy but now she rushes a stupid and damaging bill along with @RepThomasMassie You got all of the files. And now she just wants to complain" [X Link](https://x.com/miscomputate/status/2022931730248929490) 2026-02-15T07:11Z [---] followers, [--] engagements "Ive been trimming $CCCX over the past week and Im keeping 50% on through the vote/merger. Were in the typical pre vote compression phase right now - momentum can cool off liquidity dries up and price chops/bleeds even if the story hasnt changed. Totally fine. Post-vote you can get a relief bounce but the real risk window is the de-SPAC phase. So Im half risk-off here and Ill lean risk-on again once were through the structure/flow uncertainty and the setup is clearer. Still very bullish into [----]. Base case I still see $40+. If we get a named contract this year or next I think $50+ is on the" [X Link](https://x.com/miscomputate/status/2017268912237293683) 2026-01-30T16:09Z [---] followers, [----] engagements "I would also plan to do another one of these valuation checks as we get closer to the Nvidia GTC in March. I foresee a run up in the entire sector as we get closer - quantum is going to be even more of a hot topic after what Nvidia said to the WH/Congress the other day. Moreso than the October GTC https://twitter.com/i/web/status/2017631689913012271 https://twitter.com/i/web/status/2017631689913012271" [X Link](https://x.com/miscomputate/status/2017631689913012271) 2026-01-31T16:10Z [---] followers, [---] engagements "$CRML technical update: From the recent highs price has already retraced into the 5061.8% Fibonacci zone - which is exactly where healthy momentum names often stabilize and reverse. Calls for $810/share imply a 7590% retrace which typically signals a broken thesis not a routine pullback. There has been no fundamental change to justify that scenario. Despite the sharp move over the last month this is not a vaporware or meme stock - real assets real execution real cost structure. Could it chop more Sure - especially on macro noise (government shutdown risk geopolitics broader market" [X Link](https://x.com/miscomputate/status/2018105002133180673) 2026-02-01T23:31Z [---] followers, [--] engagements "$CRML technical update: From the recent highs price has already retraced into the 5061.8% Fibonacci zone - which is exactly where healthy momentum names often stabilize and reverse. Calls for $810/share imply a 7590% retrace which typically signals a broken thesis not a routine pullback. There has been no fundamental change to justify that scenario. Despite the sharp move over the last month this is not a vaporware or meme stock - real assets real execution real cost structure. Could it chop more Sure - especially on macro noise (government shutdown risk geopolitics broader market" [X Link](https://x.com/miscomputate/status/2018105430266810587) 2026-02-01T23:33Z [---] followers, [---] engagements "Mad respect for Tony and the team for staying focused through the noise. Execution and transparency are what ultimately win and the stronger the fundamentals and clarity the less room there is for aggressive shorting narratives. Looking forward to continued updates as milestones are reached. https://twitter.com/i/web/status/2018110356346782003 https://twitter.com/i/web/status/2018110356346782003" [X Link](https://x.com/miscomputate/status/2018110356346782003) 2026-02-01T23:52Z [---] followers, [---] engagements "In case anyone really wants to know why the government is being shut down again by Democrats this is the reason why. ICE @ICEgov is already funded cleanly through [----] from the Big Beautiful Bill. House leadership wants to concur in the Senate amendment when we vote on the appropriations package in the House this week. I have been clear: the SAVE Act/Save America Act must be attached to the rule for these appropriations bills and sent back to the Senate for a vote. The House leadership wants to concur in the Senate amendment when we vote on the appropriations package in the House this week. I" [X Link](https://x.com/miscomputate/status/2018141744852799557) 2026-02-02T01:57Z [---] followers, [--] engagements "@vlmkapital Calling due diligence gay is certainly one way to admit you dont do it π€‘" [X Link](https://x.com/miscomputate/status/2018559315305521190) 2026-02-03T05:36Z [---] followers, [--] engagements "@amansin88383501 @infleqtion @UWMadPhysics Merger is Feb 14" [X Link](https://x.com/miscomputate/status/2018722650109981116) 2026-02-03T16:26Z [---] followers, [--] engagements "Its not stopping here $CRML $MP $USAR $TMQ are just getting started You knew this was coming right And it's not stopping here. You knew this was coming right And it's not stopping here" [X Link](https://x.com/miscomputate/status/2018732259583410324) 2026-02-03T17:04Z [---] followers, [---] engagements "π¨JUST ANNOUNCED: @infleqtion SPAC merger with $CCCX to be completed by February 17th. Infleqtion will trade under $INFQ at market open on February 17th. Huge step for the entire quantum sector Great news https://www.stocktitan.net/news/CCCX/churchill-corp-x-announces-transfer-of-listing-of-securities-to-the-thqo101ardzm.html https://www.stocktitan.net/news/CCCX/churchill-corp-x-announces-transfer-of-listing-of-securities-to-the-thqo101ardzm.html" [X Link](https://x.com/miscomputate/status/2018805333968531628) 2026-02-03T21:54Z [---] followers, [----] engagements "@avgvalueinvest @HannaSuds $CCCX / $INFQ has been following this playbook and now big news today on their scale up. Dont pass up on Infleqtion" [X Link](https://x.com/miscomputate/status/2018809090550665235) 2026-02-03T22:09Z [---] followers, [---] engagements "Indeed Exciting times ahead for $CCCX / $INFQ @infleqtion @miscomputate @avgvalueinvest Exciting times ahead. @miscomputate @avgvalueinvest Exciting times ahead" [X Link](https://x.com/miscomputate/status/2018810708218298697) 2026-02-03T22:15Z [---] followers, [----] engagements "$CRML https://www.youtube.com/live/KuPI33yvFtIsi=518lXj_5s8XtuLSX https://www.youtube.com/live/KuPI33yvFtIsi=518lXj_5s8XtuLSX" [X Link](https://x.com/miscomputate/status/2019039015241199775) 2026-02-04T13:23Z [---] followers, [----] engagements "Happily loaded up on more commons on $CRML and sprinkled a little into $CCCX" [X Link](https://x.com/miscomputate/status/2019163667850510749) 2026-02-04T21:38Z [---] followers, [----] engagements "Regardless of what happens with Greenland I hope EXIM takes a serious equity stake in Tanbreez $CRML and helps accelerate permitting and development of heavy rare earths. The resource is world-class offtakes are already secured and downstream processing and refining are aligned. This is exactly the kind of project that strengthens secure non-Chinese supply chains. https://twitter.com/i/web/status/2019216154494128204 https://twitter.com/i/web/status/2019216154494128204" [X Link](https://x.com/miscomputate/status/2019216154494128204) 2026-02-05T01:07Z [---] followers, [---] engagements "@Elena_CPA @RealSimpleAriel Curious if you can expand on your ISM view. Are you expecting rare earths to bottom before ISM turns up or closer to the expansion phase in 2026" [X Link](https://x.com/miscomputate/status/2019406053688168590) 2026-02-05T13:41Z [---] followers, [--] engagements "JUST IN: This is BIG news for @infleqtion Infleqtion just advanced to Phase [--] of the Wellcome Leap Q4Bio Challenge - phase [--] is where you start previewing quantum advantage in real world commercial application. Infleqtion was selected to move into Phase [--] of the Wellcome Leap Quantum for Bio (Q4Bio) program focused on quantum-enabled biomarker discovery for precision oncology. Phase [--] is where things get real. This stage requires teams to move off simulations and demonstrate meaningful performance on real quantum processors using real clinical data not toy problems. Most quantum projects" [X Link](https://x.com/miscomputate/status/2019480162769989792) 2026-02-05T18:36Z [---] followers, [----] engagements "News Flash: WRONG. ALL OF IT. Retail doesnt hate Trump. Most of the world actually respects Trump. The EU actually brought the invasion first due to their own internal TDS hysteria They literally sent troops in and then Trump slapped down the threat of tariffs. This post is misinformed and on the wrong side of history. Stop watching CNN and BBC fake news https://twitter.com/i/web/status/2019590956207493543 https://twitter.com/i/web/status/2019590956207493543" [X Link](https://x.com/miscomputate/status/2019590956207493543) 2026-02-06T01:56Z [---] followers, [--] engagements "@mrfundman Markets rarely reverse on Fridays during corrections. I would aim for next Tuesday / Wed" [X Link](https://x.com/miscomputate/status/2019627623442239981) 2026-02-06T04:22Z [---] followers, [--] engagements "@AtlasShrug1 @MickeCTR82 Same" [X Link](https://x.com/miscomputate/status/2019811983030403471) 2026-02-06T16:34Z [---] followers, [--] engagements "I dont actually disagree that EUR could have optimized for buybacks or a spin. thats a fair capital markets argument. Where we diverge is intent. His strategy hasnt been balance-sheet optimization its been building a vertically relevant portfolio ahead of policy financing and supply-chain rewiring. Tanbreez matters but so does downstream processing powders alloys and optionality across the chain. especially once governments start caring more about security than textbook capital efficiency. That approach looks messy in real time but its not random. Totally fair if that style isnt your thing. I" [X Link](https://x.com/miscomputate/status/2019821149790535696) 2026-02-06T17:11Z [---] followers, [--] engagements "I went back and watched the full Truth Social post. The most substantive part is clearly the voter fraud claim - not the meme clip which appears to be something a staffer accidentally scrolled past and didnt create. The post itself even ends with a random screwdriver video which reinforces that this wasnt some carefully constructed or intentional sequence. At this point the reaction feels like a stretch. People are ignoring 99% of the content and hyper-fixating on a brief scroll at the very end that shouldve been trimmed anyway for basic editing reasons. Jumping from that to his staffers" [X Link](https://x.com/miscomputate/status/2020027449975681092) 2026-02-07T06:50Z [---] followers, [--] engagements "Big move: $CCCX Infleqtion just partnered with Voyager Technologies to put quantum tech in orbit aboard the next-gen space station platform. THIS IS π€π₯ https://finance.yahoo.com/news/voyager-infleqtion-partner-launch-quantum-210100126.html https://finance.yahoo.com/news/voyager-infleqtion-partner-launch-quantum-210100126.html" [X Link](https://x.com/miscomputate/status/1988794168341336113) 2025-11-13T02:20Z [---] followers, [---] engagements "Yes $CCCX $CHAC will follow. Lets get that paperwork moving @infleqtion ;) Whats going on with quantum stocks π³ Second double digit day in a row: $RGTI (Rigetti) +15.4% $QBTS (D-Wave) +14.5% $IONQ +12.6% $QUBT (Quantum Computing Inc.) +12.5% $BTQ +6.8% $CCCX (Infleqtion) +4.3% $CHAC (Xanadu) +2.2% The https://t.co/GbmvFIRjn6 Whats going on with quantum stocks π³ Second double digit day in a row: $RGTI (Rigetti) +15.4% $QBTS (D-Wave) +14.5% $IONQ +12.6% $QUBT (Quantum Computing Inc.) +12.5% $BTQ +6.8% $CCCX (Infleqtion) +4.3% $CHAC (Xanadu) +2.2% The https://t.co/GbmvFIRjn6" [X Link](https://x.com/miscomputate/status/1996696128364986504) 2025-12-04T21:40Z [---] followers, [---] engagements "@stepnotonpets Most of the selling was mechanical anyway today. I dont get the analysis from charts that this is forced selling for the majority. Algos/MMs/arbs" [X Link](https://x.com/miscomputate/status/2019557861509197996) 2026-02-05T23:44Z [---] followers, [--] engagements "@GatorNation0_ @SPAC_Infleqtion Bought some $PELI today" [X Link](https://x.com/miscomputate/status/2015935426972754248) 2026-01-26T23:50Z [---] followers, [---] engagements "@Cat_States $CHAC and $CCCX are the most attractive buying opportunities right now" [X Link](https://x.com/miscomputate/status/2017630551545369037) 2026-01-31T16:06Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@miscomputate MasonMason posts on X about $cccx, $crml, $infq, greenland the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance 26% countries 9% stocks 5% celebrities 3% exchanges 3% technology brands 2% currencies 2% financial services 1%
Social topic influence $cccx #30, $crml #8, $infq #16, greenland #670, $mp #7, $ionq 5%, $usar #9, in the 4%, end of 4%, $uuuu #10
Top accounts mentioned or mentioned by @infleqtion @spacinfleqtion @catstates @midascabal @halalhamm @qihang186 @alainknokke @m1r19i14 @catwongbb @1900stonkz @secretaryburgum @interior @criticalmet @quantumbullhq @infleqtioncom @eximbankus @repthomasmassie @themuckcrab @cekdrew @nancymace
Top assets mentioned Critical Metals Corp. Ordinary Shares (CRML) MP Materials Corp. (MP) IonQ, Inc. (IONQ) USA Rare Earth, Inc. Class A Common Stock (USAR) Energy Fuels Inc. (UUUU) TMC the metals company Inc. Common Stock (TMC) Rigetti Computing, Inc. Common Stock (RGTI) Goldman Sachs (GS)
Top posts by engagements in the last [--] hours
"@midascabal I can only imagine to assume who sold this yesterday and today. The pumpers are obvious π"
X Link 2026-02-12T14:40Z [---] followers, [--] engagements
"@Cat_States Even with $CCCX up a lot in [--] days the order book has been VERY thin π€π€ Great reminder of how small the float is. Id rather see more volume coming in vs. high moves with really love volume tbh. Hopefully more action starts to occur after merger"
X Link 2026-02-12T00:18Z [---] followers, [----] engagements
"JUST IN: Kathryn Ruemmler former White House Counsel under Obama and most recently General Counsel at Goldman Sachs has resigned amid scrutiny over past legal ties to Epstein. Worth noting her prior role in the Obama administration for context"
X Link 2026-02-13T01:37Z [---] followers, [---] engagements
"@1900Stonkz @infleqtion If Im ranking add zones: [--] 10.610.8 11.111.3 11.812.0 12.412.6 13.013.2. Not advice Id scale in vs trying to nail the exact bottom merger tape is volatile"
X Link 2026-02-13T01:47Z [---] followers, [--] engagements
"$CRML No surprise the sell-off in Rare Earths and Critical Minerals continues even in the face of objectively strong news. $MP $UUUU $USAR $AREC $TMC $UURAF Imagine the reaction if the House had voted against the legislation. This is macro pressure weighing on high-beta names not No surprise the sell-off in Rare Earths and Critical Minerals continues even in the face of objectively strong news. $MP $UUUU $USAR $AREC $TMC $UURAF Imagine the reaction if the House had voted against the legislation. This is macro pressure weighing on high-beta names not"
X Link 2026-02-14T01:40Z [---] followers, [---] engagements
"π¨ When I post these you need to pay attention. And I highly recommend you ignore all the bullshit noise being posted by retail traders and retail influencer accounts on X claiming theyre about to predict a market collapse or a massive bull run. No one talks about detail. No one talks about the why. They just talk about their gut. Gut is not strategy. Ego equals gut. This below is not ego. This is what the market is actually telling us. If something changes if a macro shock hits if geopolitics explode if liquidity evaporates anything can happen. But this is what it looks like right now."
X Link 2026-02-14T03:58Z [---] followers, [--] engagements
"@SecretaryBurgum - help mine up Greenland treasure trove Tanbreez $CRML America is getting back to Mine Baby Mine. @Interior is ending the stranglehold on permitting unleashing American resources & mining cleaner safer and smarter than anywhere else in the world. https://t.co/Yg2FdqfIju America is getting back to Mine Baby Mine. @Interior is ending the stranglehold on permitting unleashing American resources & mining cleaner safer and smarter than anywhere else in the world. https://t.co/Yg2FdqfIju"
X Link 2026-02-13T01:39Z [---] followers, [---] engagements
"@SecretaryBurgum @Interior Domestic permitting reform is critical. Projects like Tanbreez in Greenland and other strategic rare earth assets show how urgent supply chain security has become. The U.S. needs reliable allied sources of critical minerals β¨"
X Link 2026-02-13T01:40Z [---] followers, [--] engagements
"@Halalhamm @qihang186 Calls are extra risky into/through the ticker change. Even if the deal is great long-term deSPAC mechanics can get messy and the stock can dump since the NAV floor is gone. If youre bullish shares (or longer-dated calls) short-dated calls. Not advice"
X Link 2026-02-13T01:49Z [---] followers, [--] engagements
"Yes yes yes yes and yes and yes and yes and yes Get ready everyone. As soon as the Senate approves the SAVE Act and President Trump signs it into law a progressive activist judge will declare it unconstitutional and block it. Every Democratic-led state will file lawsuits against it. When that initial ruling gets overturned Get ready everyone. As soon as the Senate approves the SAVE Act and President Trump signs it into law a progressive activist judge will declare it unconstitutional and block it. Every Democratic-led state will file lawsuits against it. When that initial ruling gets"
X Link 2026-02-14T04:19Z [---] followers, [--] engagements
"Nice recover day for $CRML - Ill take it ππ I look forward to many more of them. Lots of work to do. Analyst target price is $20"
X Link 2026-02-09T23:59Z [---] followers, [----] engagements
"To clarify for everyone reading: Hes pointing out that the projects post-tax NPV is $13B while the equity is trading around $1.1B market cap. That means the stock is trading at roughly 89% of project NPV. His view: as financing visibility improves and political clarity increases capital will begin to close that gap. My view: the market is currently pricing execution risk not geology. That includes: Timeline risk Permitting risk Capital structure risk Dilution risk Financing certainty This isnt about whether the deposit exists. Its about the discount rate being applied to it. If those risks"
X Link 2026-02-14T16:05Z [---] followers, [--] engagements
"This isnt about one stock - its about market integrity. A Reuters article last week materially moved the entire rare earths sector impacting companies like $MP $CRML and others - followed by multiple quiet revisions as details were disputed. When reporting moves billions in market cap transparency matters. Silent edits arent enough. Investors deserve clarity on sourcing assumptions and what actually changed. @Reuters @ReutersBiz @ErnestScheyder @SECGov @MPMaterials @CriticalMet https://twitter.com/i/web/status/2018119770256601228 https://twitter.com/i/web/status/2018119770256601228"
X Link 2026-02-02T00:30Z [---] followers, [----] engagements
"I just received my $CCCX Churchill Capital Corp X Prospectus (booklet) in the mail. Its hundreds of pages and smells amazing (I love the smell of paper and ink - weird I know). I already read the important parts online last week but Im going to keep it as part of my coffee table decor π₯ Sending my vote out soon π― @infleqtion One day when this company Infleqtion becomes even more wildly successful I may have to get Matthew Kinsella or Michael Klein to autograph it π It also came with the merger voting form - maybe Ill frame it π"
X Link 2026-02-02T04:08Z [---] followers, [----] engagements
"$CRML Headline: Why the "Greenland Silence" Today is the Loudest Signal for Wednesday. If you watched todays Oval Office launch of Project Vault ($12B) you might have noticed two things missing: [--]. The words Rare Earth Metals. [--]. The word Greenland. Dont be fooled. Today was about the bankroll; Wednesday February 4th is about the territory. The Tanbreez Factor While the administration used the broad term "Critical Minerals" today to sound business-friendly the real target is Tanbreez in Southern Greenland. Heres why this project is the "Crown Jewel" of the Wednesday Ministerial: The "Heavy""
X Link 2026-02-03T01:41Z [---] followers, [----] engagements
"$CCCX (soon to be $INFQ) is starting to move π Do we see $20 again before next weeks vote and pass up $RGTI π€"
X Link 2026-02-03T16:28Z [---] followers, [----] engagements
"@QuantumBullHQ How do you not list $CCCX / $INFQ π€¦βπ€¦βπ€¦β"
X Link 2026-02-04T16:25Z [---] followers, [---] engagements
"$CCCX $IONQ these quantum sector prices (aside from Infleqtion) look way more reasonable right now. Infleqtion should be in the 20s and will be soon (unless it all keep going down π)"
X Link 2026-02-05T17:01Z [---] followers, [----] engagements
"@infleqtion This huge for Infleqiton going into the healthcare space. This is honestly the best real world quantum compute application that I can think of and Infleqtion is on the cancer cure route. This is great"
X Link 2026-02-05T18:23Z [---] followers, [--] engagements
"I agree with this take by @SPAC_Infleqtion to delay the merger vote until March closer to the Nvidia GTC Given current macro and SPAC redemption mechanics delaying the $CCCX merger vote a few weeks into early March could be the most shareholder friendly path. It allows more time for investor diligence and aligns the vote closer to GTC when quantum attention and sentiment may be healthier Just one shareholders perspective but I think its worth serious consideration. @infleqtion https://twitter.com/i/web/status/2019553780912488723 https://twitter.com/i/web/status/2019553780912488723"
X Link 2026-02-05T23:28Z [---] followers, [----] engagements
"$CRML Why the $33M $CRML Private Sale on Feb [--] is a Massive Green Flag π© Don't let the recent volatility fool you. While the "noise" has been super loud the "smart money" just made a huge move this week. The Facts: European Lithium just closed a negotiated sale of [---] Million shares of $CRML for $33.75 Million. Why this is bullish: The Price Floor: The deal was done at roughly $13.50/share. Institutional buyers don't drop $33M unless they believe the current price is a steal. Due Diligence: This wasn't an open market buy. This was a "Securities Purchase Agreement" with full legal"
X Link 2026-02-06T01:13Z [---] followers, [----] engagements
"@Cat_States @SPAC_Infleqtion Would definitely recommend emailing. I emailed them yesterday about extending merger vote to early March. Investor Relations Email: investors@infleqtion.com General Company Phone: +1 303-440-1284 Official Investor Portal: http://infleqtion.com/investors http://infleqtion.com/investors"
X Link 2026-02-06T14:29Z [---] followers, [---] engagements
"π¨ $CCCX Its time to speak up. Ive officially reached out to Infleqtion Investor Relations to push for a delay in the business combination @infleqtion 3-4 more weeks allows for: [--] Better price discovery. The redemption window next Tuesday could fall during an exceptionally volatile market period (as we have recently seen) [--] Clearer info on the NYSE transfer [--] Maximum shareholder participation I would recommend calling since this is time sensitive but you can send your email to and hope that it gets read: Churchill Capital X (NY Office): (212) 380-7500 investors@infleqtion.com Attn: Marcus"
X Link 2026-02-06T14:42Z [---] followers, [----] engagements
"I get the concern but I think youre oversimplifying it. EUR and CRML arent capital-return stories. theyre asset-control and optionality stories. Dilution at discounts looks bad optically but its also how he assembled assets that are now strategically relevant before governments stepped in. You can disagree with the style but the outcome matters: projects funded assets secured and alignment with state-backed capital that didnt exist a few years ago. Time will tell which approach ages better https://twitter.com/i/web/status/2019816066428305816 https://twitter.com/i/web/status/2019816066428305816"
X Link 2026-02-06T16:50Z [---] followers, [--] engagements
"$IONQ is up 16% today - this is great news for $CCCX and the entire quantum fan base just a matter of time until they run neck and neck on their tech race @infleqtion launched [--] forms of big news this week too. I still hold my $40+ base case call by end of [----] 100% agreeππ https://t.co/sjv9ykWjU7 100% agreeππ https://t.co/sjv9ykWjU7"
X Link 2026-02-06T19:12Z [---] followers, [----] engagements
"Quantum oncology is getting real too. @infleqtion $CCCX / $INFQ s move into oncology researchand healthcare with MIT this week is a very big deal. This is one of the clearest real-world use cases for quantum computing right now with a genuinely massive payoff. Cancer biomarker discovery is exactly the kind of high dimensional complex problem where classical methods struggle. Using quantum to identify smaller clinically useful biomarker sets could change how treatment decisions are made. What comes next is even bigger. Quantum assisted drug screening and discovery is inevitable and major"
X Link 2026-02-06T21:09Z [---] followers, [---] engagements
"$CCCX @infleqtion Worth separating price action and macro noise from actual substance. This week alone weve seen: Live real-world quantum-grade timing over existing fiber (40x improvement vs GPS) Breakthrough work in healthcare/oncology showing quantum methods accelerating biomarker discovery and drug screening Academic validation out of places like Purdue/MIT reinforcing that these systems are moving from theory to applied science And new reporting that the White House is drafting a whole-of-government quantum strategy focused on deployment infrastructure and commercialization Thats a rare"
X Link 2026-02-06T22:11Z [---] followers, [----] engagements
"$CCCX / $INFQ $IONQ Part of it is narrative inertia. A lot of capital is still anchored to the first movers even when the landscape is clearly diversifying. Markets tend to overweight familiarity and underweight emerging execution until they dont. Staying flexible staying curious and not falling in love with a ticker matters more than ever here https://twitter.com/i/web/status/2019952636313682208 https://twitter.com/i/web/status/2019952636313682208"
X Link 2026-02-07T01:53Z [---] followers, [---] engagements
"It wasnt inserted. The staffer was scrolling on their phone. We all know what happened and it was a reckless mistake by not simply editing the end of the screen recording off. The media doesnt seem to want to cover that part though nor the other 99% of the video that was substantive and about election fraud https://twitter.com/i/web/status/2020032228734984619 https://twitter.com/i/web/status/2020032228734984619"
X Link 2026-02-07T07:09Z [---] followers, [--] engagements
"@WellsJorda89710 Gonna leave this right here. This is even worse. https://x.com/nicksortor/status/2019556277441982967s=46 π¨ JUST IN: Yet ANOTHER white leftist is calling black ICE agents NGGERS in Minneapolis and even threatened his LIFE Youre next NGGER ONCE AGAIN proving Democrats are the ACTUAL racists. Freaking disgusting people. https://t.co/M4YANMDJxU https://x.com/nicksortor/status/2019556277441982967s=46 π¨ JUST IN: Yet ANOTHER white leftist is calling black ICE agents NGGERS in Minneapolis and even threatened his LIFE Youre next NGGER ONCE AGAIN proving Democrats are the ACTUAL"
X Link 2026-02-07T07:24Z [---] followers, [---] engagements
"@midascabal If first earnings are good $CCCX / $INFQ By [----] quantum sector will be on a completely new plane. The future of the industry group selection is clutch here"
X Link 2026-02-08T15:07Z [---] followers, [----] engagements
"@EximBankUS @TonySage7237 @CriticalMet would love to see some traction on EXIM support very soon $CRML"
X Link 2026-02-08T15:30Z [---] followers, [---] engagements
"$CCCX / $INFQ @infleqtion Totally fair question - SPAC mergers are confusing especially if youre newer. The short version: merger mechanics can be messy in the near term and that price action often has nothing to do with the actual business. Redemptions liquidity changes and ticker transitions can all cause temporary volatility. If protecting capital matters most right now the lowest stress option is often to wait until after the merger settles and the dust clears. That usually takes days or a couple weeks after merger. Book mark this: Feb [--] is the merger close/ticker change. Longer term"
X Link 2026-02-08T18:07Z [---] followers, [---] engagements
"@SPAC_Infleqtion π₯π₯π₯"
X Link 2026-02-09T01:20Z [---] followers, [---] engagements
"@SPAC_Infleqtion Up 13% right now"
X Link 2026-02-09T01:20Z [---] followers, [--] engagements
"$CRML π₯π₯π₯π₯ Critical Metals $CRML reports up to 27.0% heavy rare earth oxides at Tanbreez following final [----] drill assays. The Fjord and Area B deposits remain open signaling significant resource growth for the strategic Greenland asset into [----]. https://t.co/sseOZV7tHy Critical Metals $CRML reports up to 27.0% heavy rare earth oxides at Tanbreez following final [----] drill assays. The Fjord and Area B deposits remain open signaling significant resource growth for the strategic Greenland asset into [----]. https://t.co/sseOZV7tHy"
X Link 2026-02-09T15:09Z [---] followers, [----] engagements
"Here to exhaust you with my opinion on Infleqtion. I think people are sleeping on $INFQ mainly because the market is still treating it like just another SPAC de-SPAC (headline risk + mechanics) instead of underwriting the business. when you zoom out Infleqtion looks unusually commercial + multi-product for this sector. A few reasons Im constructive (not advice just my read): 1) Real shovel products not a single science project Theyre not only talking about a future quantum computer. They already sell/ship hardware + software across multiple categories (timing/clocks RF sensing inertial"
X Link 2026-02-10T01:04Z [---] followers, [--] engagements
"Oooff And they even decided to do their merger the week of CPI and the dreaded BLS unemployment report @infleqtion Definitely should extend the redemption window and merger to early March. π€¦β Did yall forget to check the market schedule before committing to a vote date Honestly https://twitter.com/i/web/status/2021039992911298706 https://twitter.com/i/web/status/2021039992911298706"
X Link 2026-02-10T01:54Z [---] followers, [---] engagements
"Finally snapped at a friend today. Hes been bearish on markets for 4+ years hates AI calls it trash and predicts recessions nonstop. He trusts his gut even though its rarely right. Ive been pretty damn accurate on AI - which he conveniently ignores. When markets dip he feels vindicated. Expired theses arent insight. Pessimism isnt wisdom. No one is saying you cant trust your gut but remember your gut instinct isnt always a strategy. https://twitter.com/i/web/status/2021057716492403011 https://twitter.com/i/web/status/2021057716492403011"
X Link 2026-02-10T03:04Z [---] followers, [--] engagements
"You dont have a single critical minerals stock on here π€ Seeing that the end of [----] will be time bomb for major ISM expansion + global foreign policy initiatives to expand rare earth supply I would absolutely add a rare earth stock. My pick is $CRML - Greenland untapped and incredibly under valued both by the market on its geologically landscape and deposit supply on heavy rare earths for national security and defense. IMO: an $80+ stock in 3-5 years. Currently a steal at $11/share. https://twitter.com/i/web/status/2021069542525485439 https://twitter.com/i/web/status/2021069542525485439"
X Link 2026-02-10T03:51Z [---] followers, [---] engagements
"@Optimistic313 We can only hope the US will guarantee some financing or an equity position now π $CRML @EximBankUS"
X Link 2026-02-10T04:59Z [---] followers, [---] engagements
"$CCCX / $INFQ π₯ The hits keep coming π Just in π Infleqtion and NASA to Fly the Worlds First Quantum Gravity Sensor to Space https://www.businesswire.com/news/home/20260210702020/en/Infleqtion-and-NASA-to-Fly-the-Worlds-First-Quantum-Gravity-Sensor-to-Space https://www.businesswire.com/news/home/20260210702020/en/Infleqtion-and-NASA-to-Fly-the-Worlds-First-Quantum-Gravity-Sensor-to-Space"
X Link 2026-02-10T14:25Z [---] followers, [----] engagements
"@Cat_States I could be wrong but I have a feeling they may extend. I emailed them again last night. CCIX merger was delayed as well due to market volatility. They were suppose to do a merger vote yesterday"
X Link 2026-02-10T14:26Z [---] followers, [---] engagements
"@JungleStocks Patience π₯ They need to do the merger first before institutional moves in. Most arent even allowed to buy SPACs during SPAC phase"
X Link 2026-02-10T14:27Z [---] followers, [--] engagements
"I hear you but comparing $CCCX to $CCIX actually proves my point. CCIX delayed for 'market conditions' just yesterday its the board's own logic. Infleqtion isn't PlusAI; it's already winning DOE and NASA contracts today. A company with this much commercial substance shouldn't have its NYSE debut rushed while the price is testing [--] week lows. A short extension ensures the White House quantum news is fully priced in so we get a stable launch not a whipsaw. Protection of capital isn't 'fearing the merger' it's ensuring a successful one"
X Link 2026-02-10T15:09Z [---] followers, [---] engagements
"Tomorrow morning is the January jobs report. Hold on to your butts"
X Link 2026-02-10T15:50Z [---] followers, [--] engagements
"Full stop: Huge technical feat by @FBIDirectorKash today. Thanks to the FBI they just got actual photos of the Nancy Guthrie suspect. The photos are very very clear. Someone is going to recognize this person and they will be caught. https://www.fox10tv.com/2026/02/10/authorities-plan-release-surveillance-photo-possible-suspect-nancy-guthrie-case/outputType=amp https://www.fox10tv.com/2026/02/10/authorities-plan-release-surveillance-photo-possible-suspect-nancy-guthrie-case/outputType=amp"
X Link 2026-02-10T18:17Z [---] followers, [---] engagements
"Covered my $CRML position with puts. Near term mechanical pressure is present (nothing fundamental). long-medium term remains very bullish π₯"
X Link 2026-02-10T22:31Z [---] followers, [---] engagements
"@RepLuna @LeaderJohnThune Wasting your time. Thune is a lame duck leader"
X Link 2026-02-11T03:47Z [---] followers, [--] engagements
"$CCCX $INFQ Same - I also rescind my previous aims for a delay on the merger vote. Looks like the merger vote should be a boon with the market reversal the past [--] hours. Great jobs numbers today was a big change for me π₯ $CCCX excited for the merger vote tomorrow I was wrong to want a delay lets get it done $CCCX trades until end of day Friday Stock /warrants halts and transfers to NYSE trades as $INFQ $INFQ-WS Tuesday (Markets are closed Monday for Presidents Day) https://t.co/5NdjYO2TPV $CCCX excited for the merger vote tomorrow I was wrong to want a delay lets get it done $CCCX trades"
X Link 2026-02-11T16:12Z [---] followers, [----] engagements
"$CCCX just placed my proxy vote in favor of the merger with @infleqtion. No surprise there. Nice +10% move today but volume remains extremely thin (50k shares). The story is strong the press has been solid but the market needs awareness. Looking forward to increased visibility and marketing efforts post-close. Excited for whats ahead. https://twitter.com/i/web/status/2021689279039054237 https://twitter.com/i/web/status/2021689279039054237"
X Link 2026-02-11T20:54Z [---] followers, [----] engagements
"@alainknokke Just waiting for the stock price to reflect this"
X Link 2026-02-11T20:55Z [---] followers, [--] engagements
"@defi_dino We are not in a bear market. Ive already checked on that. We are in a risk-off high risk trades market and that may only be temporary"
X Link 2026-02-12T01:36Z [---] followers, [--] engagements
"@RepThomasMassie Everyone give RINO @RepThomasMassie a round of applause πIts the only thing hes ever voted YES for that Trump also voted YES for. Congrats Massie. You get a gold star π«΅π€‘"
X Link 2026-02-12T01:43Z [---] followers, [--] engagements
"@midascabal Good jobs report is always bad for small caps - just the reality. Good news is that once the Fed chair is replaced - they will lower rates anyway π€£π€£π€£π€£"
X Link 2026-02-12T01:56Z [---] followers, [--] engagements
"So she and her party demanded the Epstein files be released and blamed Trump and his DOJ for not doing it. Then the files get released and shes still mad just attacking from a different angle. Almost like it was never actually about the files. Its just about attacking Trump no matter what. -@the_jefferymead https://www.instagram.com/reel/DUobG-1ETly/igsh=MWxubDkxMm5jcWc0MA== https://www.instagram.com/reel/DUobG-1ETly/igsh=MWxubDkxMm5jcWc0MA=="
X Link 2026-02-12T03:54Z [---] followers, [--] engagements
"@TheMuckCrab @RoxysRumble @Ihurtyofeelings @GeneralMCNews I would like to see actual sources stating what the violations were. Drop links. As many as you want. ππ Im genuinely curious"
X Link 2026-02-12T04:36Z [---] followers, [---] engagements
"Thats very rich. Would love to see the proof of that vs. the reality of it being a judge who is not allowing the release of information. 90% of people on here do not understand the legal process - so if there is actually validity of her covering something up intentionally lets see it https://twitter.com/i/web/status/2021806261944156455 https://twitter.com/i/web/status/2021806261944156455"
X Link 2026-02-12T04:39Z [---] followers, [---] engagements
"Im genuinely open to seeing evidence of wrongdoing by the DOJ but I currently dont see any evidence of that on the table. The Trump signed bill to release the Epstein Files applies to unclassified materials and still allows withholding of victim info and anything that jeopardizes active investigations. Grand jury material is also governed by Rule 6(e) and requires court authorization. If theres a specific court order DOJ is defying post it. Otherwise this looks like a legal process issue (and political theater at its finest) not proof of perjury or a cover-up and all of the other gobbledegook"
X Link 2026-02-12T05:08Z [---] followers, [--] engagements
"Im genuinely open to seeing evidence of wrongdoing by DOJ but I currently dont see any concrete evidence on the table. I understand the optics argument. But optics and criminal liability are not the same thing. If there is evidence of perjury or unlawful withholding it should be addressed. If this involves sealed records grand jury rules or statutory redactions under the Act that is a legal process issue. Congress is highly polarized right now and anything that looks incomplete or slow gets framed as misconduct even when legal constraints are involved. We should be careful not to confuse"
X Link 2026-02-12T05:18Z [---] followers, [--] engagements
"@cekdrew $CRML :)"
X Link 2026-02-12T05:20Z [---] followers, [---] engagements
"I added to $CCCX and $CRML on todays dip. Reserving powder for more potential dip buying"
X Link 2026-02-12T16:44Z [---] followers, [---] engagements
"That's a historical low claim which checks out [--] months ago (it did hit near $2 or below in early stages) but the stock is nowhere near that level now and substance has changed massively for this miner since then. Caution is reasonable for such a speculative name it's high-risk/high-reward but a drop back to exactly $2 would require significant negative developments from here (contracts ending deals not going through Tanbreez not passing certain regulatory checks etc.). I have my position on $CRML currently hedged with puts. Might get more today too"
X Link 2026-02-12T17:34Z [---] followers, [--] engagements
"Markets often price in expected diplomacy before it happens. If everyone already expects things will go well in April (which they probably do - Trump always gets along with Xi) then the deflation may already be partially / mostly happening. A macro easing event alone is highly unlikely to crater a company's fundamental thesis (that would be an additional 80% drawdown on top of the current 60% drawdown for $CRML). Now what about a macro easing event combined with weak fundamentals or dilution YES. More examples of this combined event would be: financing failure project setbacks permitting"
X Link 2026-02-12T18:02Z [---] followers, [--] engagements
"RT @cekdrew: $MP was just at $75 a few weeks ago and now were back around the mid-$50s. Im confident the stock will eventually hit $10"
X Link 2026-02-13T16:49Z [---] followers, [--] engagements
"$IONQ $CCCX / $INFQ @infleqtion Why Infleqtion (not just IonQ) Looks Built for What Comes Next Barrons just ran a detailed piece on IonQ that highlights something many investors have ignored for years: the gap between narrative driven leadership and durable execution in quantum. The issue isnt that quantum doesnt work. Its that much of IonQs perceived commercial lead was built on optics that dont hold up under scrutiny. Key takeaways from the article: A meaningful portion of IonQs reported revenue came from acquired businesses outside core quantum computing Of roughly $75M in cited Pentagon"
X Link 2026-02-05T00:39Z [---] followers, [----] engagements
"$CRML FOX: U.S. One Crisis Away From Rare Earth Supply Shock $MP $UUUU $USAR $AREC $NB $UAMY $TMC Industry experts warn the United States is "one crisis away" from losing access to the rare earth elements that power everything from fighter jets to electric vehicles a FOX: U.S. One Crisis Away From Rare Earth Supply Shock $MP $UUUU $USAR $AREC $NB $UAMY $TMC Industry experts warn the United States is "one crisis away" from losing access to the rare earth elements that power everything from fighter jets to electric vehicles a"
X Link 2026-02-13T16:47Z [---] followers, [---] engagements
"RT @Tickerwire: $MP $UUUU $UAMY $USAR $LAC $CRML President Trump: "We're launching what will be known as Project Vault to ensure that Ame"
X Link 2026-02-14T16:20Z [---] followers, [--] engagements
"$CRML π₯ Just in: While headlines bounce around CRML is quietly executing. Today the company announced a fully built Project Delivery Team to fast-track Tanbreez: Tier-1 mining processing and engineering leadership 3050+ years experience across rare earths lithium and critical minerals Pilot plant engineering and permitting work actively underway Coordination spanning Greenland the U.S. Europe and allied partners This is real progress not speculation. No change to fundamentals. No setback to the core thesis. Price moves dont change execution teams like this do."
X Link 2026-01-30T14:36Z [---] followers, [----] engagements
"$CRML / Tanbreez How is $CRML equity being valued NPV vs. Market Reality A lot of interesting posts and discussions lately around NPV ($13B cited) vs. current market cap ($1.1B). On paper that looks wildly undervalued. But heres the reality: Pre production developers do not trade at 1.0x NPV. Historically they trade closer to 0.1x0.4x NAV depending on: Stage of development Jurisdiction & political risk Financing visibility Cost of capital Permitting clarity Commodity price stability NPV is a project level calculation. Equity value depends on capital structure. Debt vs equity mix discount rate"
X Link 2026-02-14T01:33Z [---] followers, [----] engagements
"$CRML / Tanbreez Diplomacy Headlines vs. Structural Reality in the Rare Earth Sector Nice refresher. Ive been reading some comments today suggesting that if USChina relations improve the mineral sector automatically becomes compromised. π¨ I dont think that framework applies here anymore at least not with this company $CRML That argument may have carried weight [--] months ago when this was largely viewed as a speculative mining story. Today the profile is completely different. We have defined project structure under Project Vault materially improved [----] assay results with meaningful heavy"
X Link 2026-02-13T04:10Z [---] followers, [----] engagements
"@JBananas53256 @wwyd4j @NancyMace What is the cover up No one can say what the cover up was Show us all proof of what the cover up was"
X Link 2026-02-15T07:08Z [---] followers, [--] engagements
"@NancyMace I was just starting to like Nancy but now she rushes a stupid and damaging bill along with @RepThomasMassie You got all of the files. And now she just wants to complain"
X Link 2026-02-15T07:11Z [---] followers, [--] engagements
"Ive been trimming $CCCX over the past week and Im keeping 50% on through the vote/merger. Were in the typical pre vote compression phase right now - momentum can cool off liquidity dries up and price chops/bleeds even if the story hasnt changed. Totally fine. Post-vote you can get a relief bounce but the real risk window is the de-SPAC phase. So Im half risk-off here and Ill lean risk-on again once were through the structure/flow uncertainty and the setup is clearer. Still very bullish into [----]. Base case I still see $40+. If we get a named contract this year or next I think $50+ is on the"
X Link 2026-01-30T16:09Z [---] followers, [----] engagements
"I would also plan to do another one of these valuation checks as we get closer to the Nvidia GTC in March. I foresee a run up in the entire sector as we get closer - quantum is going to be even more of a hot topic after what Nvidia said to the WH/Congress the other day. Moreso than the October GTC https://twitter.com/i/web/status/2017631689913012271 https://twitter.com/i/web/status/2017631689913012271"
X Link 2026-01-31T16:10Z [---] followers, [---] engagements
"$CRML technical update: From the recent highs price has already retraced into the 5061.8% Fibonacci zone - which is exactly where healthy momentum names often stabilize and reverse. Calls for $810/share imply a 7590% retrace which typically signals a broken thesis not a routine pullback. There has been no fundamental change to justify that scenario. Despite the sharp move over the last month this is not a vaporware or meme stock - real assets real execution real cost structure. Could it chop more Sure - especially on macro noise (government shutdown risk geopolitics broader market"
X Link 2026-02-01T23:31Z [---] followers, [--] engagements
"$CRML technical update: From the recent highs price has already retraced into the 5061.8% Fibonacci zone - which is exactly where healthy momentum names often stabilize and reverse. Calls for $810/share imply a 7590% retrace which typically signals a broken thesis not a routine pullback. There has been no fundamental change to justify that scenario. Despite the sharp move over the last month this is not a vaporware or meme stock - real assets real execution real cost structure. Could it chop more Sure - especially on macro noise (government shutdown risk geopolitics broader market"
X Link 2026-02-01T23:33Z [---] followers, [---] engagements
"Mad respect for Tony and the team for staying focused through the noise. Execution and transparency are what ultimately win and the stronger the fundamentals and clarity the less room there is for aggressive shorting narratives. Looking forward to continued updates as milestones are reached. https://twitter.com/i/web/status/2018110356346782003 https://twitter.com/i/web/status/2018110356346782003"
X Link 2026-02-01T23:52Z [---] followers, [---] engagements
"In case anyone really wants to know why the government is being shut down again by Democrats this is the reason why. ICE @ICEgov is already funded cleanly through [----] from the Big Beautiful Bill. House leadership wants to concur in the Senate amendment when we vote on the appropriations package in the House this week. I have been clear: the SAVE Act/Save America Act must be attached to the rule for these appropriations bills and sent back to the Senate for a vote. The House leadership wants to concur in the Senate amendment when we vote on the appropriations package in the House this week. I"
X Link 2026-02-02T01:57Z [---] followers, [--] engagements
"@vlmkapital Calling due diligence gay is certainly one way to admit you dont do it π€‘"
X Link 2026-02-03T05:36Z [---] followers, [--] engagements
"@amansin88383501 @infleqtion @UWMadPhysics Merger is Feb 14"
X Link 2026-02-03T16:26Z [---] followers, [--] engagements
"Its not stopping here $CRML $MP $USAR $TMQ are just getting started You knew this was coming right And it's not stopping here. You knew this was coming right And it's not stopping here"
X Link 2026-02-03T17:04Z [---] followers, [---] engagements
"π¨JUST ANNOUNCED: @infleqtion SPAC merger with $CCCX to be completed by February 17th. Infleqtion will trade under $INFQ at market open on February 17th. Huge step for the entire quantum sector Great news https://www.stocktitan.net/news/CCCX/churchill-corp-x-announces-transfer-of-listing-of-securities-to-the-thqo101ardzm.html https://www.stocktitan.net/news/CCCX/churchill-corp-x-announces-transfer-of-listing-of-securities-to-the-thqo101ardzm.html"
X Link 2026-02-03T21:54Z [---] followers, [----] engagements
"@avgvalueinvest @HannaSuds $CCCX / $INFQ has been following this playbook and now big news today on their scale up. Dont pass up on Infleqtion"
X Link 2026-02-03T22:09Z [---] followers, [---] engagements
"Indeed Exciting times ahead for $CCCX / $INFQ @infleqtion @miscomputate @avgvalueinvest Exciting times ahead. @miscomputate @avgvalueinvest Exciting times ahead"
X Link 2026-02-03T22:15Z [---] followers, [----] engagements
"$CRML https://www.youtube.com/live/KuPI33yvFtIsi=518lXj_5s8XtuLSX https://www.youtube.com/live/KuPI33yvFtIsi=518lXj_5s8XtuLSX"
X Link 2026-02-04T13:23Z [---] followers, [----] engagements
"Happily loaded up on more commons on $CRML and sprinkled a little into $CCCX"
X Link 2026-02-04T21:38Z [---] followers, [----] engagements
"Regardless of what happens with Greenland I hope EXIM takes a serious equity stake in Tanbreez $CRML and helps accelerate permitting and development of heavy rare earths. The resource is world-class offtakes are already secured and downstream processing and refining are aligned. This is exactly the kind of project that strengthens secure non-Chinese supply chains. https://twitter.com/i/web/status/2019216154494128204 https://twitter.com/i/web/status/2019216154494128204"
X Link 2026-02-05T01:07Z [---] followers, [---] engagements
"@Elena_CPA @RealSimpleAriel Curious if you can expand on your ISM view. Are you expecting rare earths to bottom before ISM turns up or closer to the expansion phase in 2026"
X Link 2026-02-05T13:41Z [---] followers, [--] engagements
"JUST IN: This is BIG news for @infleqtion Infleqtion just advanced to Phase [--] of the Wellcome Leap Q4Bio Challenge - phase [--] is where you start previewing quantum advantage in real world commercial application. Infleqtion was selected to move into Phase [--] of the Wellcome Leap Quantum for Bio (Q4Bio) program focused on quantum-enabled biomarker discovery for precision oncology. Phase [--] is where things get real. This stage requires teams to move off simulations and demonstrate meaningful performance on real quantum processors using real clinical data not toy problems. Most quantum projects"
X Link 2026-02-05T18:36Z [---] followers, [----] engagements
"News Flash: WRONG. ALL OF IT. Retail doesnt hate Trump. Most of the world actually respects Trump. The EU actually brought the invasion first due to their own internal TDS hysteria They literally sent troops in and then Trump slapped down the threat of tariffs. This post is misinformed and on the wrong side of history. Stop watching CNN and BBC fake news https://twitter.com/i/web/status/2019590956207493543 https://twitter.com/i/web/status/2019590956207493543"
X Link 2026-02-06T01:56Z [---] followers, [--] engagements
"@mrfundman Markets rarely reverse on Fridays during corrections. I would aim for next Tuesday / Wed"
X Link 2026-02-06T04:22Z [---] followers, [--] engagements
"@AtlasShrug1 @MickeCTR82 Same"
X Link 2026-02-06T16:34Z [---] followers, [--] engagements
"I dont actually disagree that EUR could have optimized for buybacks or a spin. thats a fair capital markets argument. Where we diverge is intent. His strategy hasnt been balance-sheet optimization its been building a vertically relevant portfolio ahead of policy financing and supply-chain rewiring. Tanbreez matters but so does downstream processing powders alloys and optionality across the chain. especially once governments start caring more about security than textbook capital efficiency. That approach looks messy in real time but its not random. Totally fair if that style isnt your thing. I"
X Link 2026-02-06T17:11Z [---] followers, [--] engagements
"I went back and watched the full Truth Social post. The most substantive part is clearly the voter fraud claim - not the meme clip which appears to be something a staffer accidentally scrolled past and didnt create. The post itself even ends with a random screwdriver video which reinforces that this wasnt some carefully constructed or intentional sequence. At this point the reaction feels like a stretch. People are ignoring 99% of the content and hyper-fixating on a brief scroll at the very end that shouldve been trimmed anyway for basic editing reasons. Jumping from that to his staffers"
X Link 2026-02-07T06:50Z [---] followers, [--] engagements
"Big move: $CCCX Infleqtion just partnered with Voyager Technologies to put quantum tech in orbit aboard the next-gen space station platform. THIS IS π€π₯ https://finance.yahoo.com/news/voyager-infleqtion-partner-launch-quantum-210100126.html https://finance.yahoo.com/news/voyager-infleqtion-partner-launch-quantum-210100126.html"
X Link 2025-11-13T02:20Z [---] followers, [---] engagements
"Yes $CCCX $CHAC will follow. Lets get that paperwork moving @infleqtion ;) Whats going on with quantum stocks π³ Second double digit day in a row: $RGTI (Rigetti) +15.4% $QBTS (D-Wave) +14.5% $IONQ +12.6% $QUBT (Quantum Computing Inc.) +12.5% $BTQ +6.8% $CCCX (Infleqtion) +4.3% $CHAC (Xanadu) +2.2% The https://t.co/GbmvFIRjn6 Whats going on with quantum stocks π³ Second double digit day in a row: $RGTI (Rigetti) +15.4% $QBTS (D-Wave) +14.5% $IONQ +12.6% $QUBT (Quantum Computing Inc.) +12.5% $BTQ +6.8% $CCCX (Infleqtion) +4.3% $CHAC (Xanadu) +2.2% The https://t.co/GbmvFIRjn6"
X Link 2025-12-04T21:40Z [---] followers, [---] engagements
"@stepnotonpets Most of the selling was mechanical anyway today. I dont get the analysis from charts that this is forced selling for the majority. Algos/MMs/arbs"
X Link 2026-02-05T23:44Z [---] followers, [--] engagements
"@GatorNation0_ @SPAC_Infleqtion Bought some $PELI today"
X Link 2026-01-26T23:50Z [---] followers, [---] engagements
"@Cat_States $CHAC and $CCCX are the most attractive buying opportunities right now"
X Link 2026-01-31T16:06Z [---] followers, [---] engagements
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