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# ![@ocinv123 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1942219701691580416.png) @ocinv123 Amit

Amit posts on X about $nxtt, $iren, $cato, balance sheet the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1942219701691580416/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1942219701691580416/c:line/m:interactions.svg)

- X Week XXXXXX +594%
- X Month XXXXXX +165%

### Mentions: XX [#](/creator/twitter::1942219701691580416/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1942219701691580416/c:line/m:posts_active.svg)

- X Week XX +193%
- X Month XXX -X%

### Followers: XXX [#](/creator/twitter::1942219701691580416/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1942219701691580416/c:line/m:followers.svg)

- X Week XXX +12%
- X Month XXX +33%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1942219701691580416/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1942219701691580416/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1942219701691580416/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [social networks](/list/social-networks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[$nxtt](/topic/$nxtt) #6, [$iren](/topic/$iren) 2.5%, [$cato](/topic/$cato) 2.5%, [balance sheet](/topic/balance-sheet) 2.5%, [bitcoin](/topic/bitcoin) 2.5%, [$20b](/topic/$20b) 1.67%, [$80m](/topic/$80m) 1.67%, [chips](/topic/chips) 1.67%, [prediction](/topic/prediction) 1.67%, [hotels](/topic/hotels) #772

**Top accounts mentioned or mentioned by**
[@bradley88995765](/creator/undefined) [@grok](/creator/undefined) [@lowstakesdre](/creator/undefined) [@rob334915034321](/creator/undefined) [@kwansfull](/creator/undefined) [@fifththird](/creator/undefined) [@ally](/creator/undefined) [@tomdwan](/creator/undefined) [@digitalassetad](/creator/undefined) [@taobanker](/creator/undefined) [@andretti222](/creator/undefined) [@twelvehourkhole](/creator/undefined) [@justinbonomo](/creator/undefined) [@ercw](/creator/undefined) [@thereallcwolf](/creator/undefined) [@amitisinvesting](/creator/undefined) [@martypartymusic](/creator/undefined) [@hyperliquidx](/creator/undefined) [@pvtchtn](/creator/undefined) [@dajerseyboy](/creator/undefined)

**Top assets mentioned**
[NextEarth (NXTT)](/topic/$nxtt) [IREN Limited (IREN)](/topic/$iren) [CatoCoin (CATO)](/topic/$cato) [Bitcoin (BTC)](/topic/bitcoin) [Helen Of Troy Ltd (HELE)](/topic/$hele) [Next Technology Holding Inc. Ordinary Shares (NXTT)](/topic/next-technology-holding) [RH (RH)](/topic/$rh)
### Top Social Posts [#](/creator/twitter::1942219701691580416/posts)
---
Top posts by engagements in the last XX hours

"If $iren needs to rotate its hardware every X to X years their capex needs will eat away cash flows in a major way. I don't know how this works with valuation"  
[X Link](https://x.com/ocinv123/status/1978463096051056650) [@ocinv123](/creator/x/ocinv123) 2025-10-15T14:08Z XXX followers, XXX engagements


"$Iren and $cato are interesting studies in contrast. Each makes a $700m plus in revs. One is valued at $20b. The other at $80m. It's all about the future cash flows"  
[X Link](https://x.com/ocinv123/status/1978485426173223299) [@ocinv123](/creator/x/ocinv123) 2025-10-15T15:37Z XXX followers, XXX engagements


"11/71 remain at silks 10k gtd. Im #2 in chips with 450k outta 2.1m total. CL has 530k. $3400 up top. Im in for X bullets"  
[X Link](https://x.com/ocinv123/status/1975387449233973474) [@ocinv123](/creator/x/ocinv123) 2025-10-07T02:27Z XXX followers, XXX engagements


"Thoughts on Helen of Troy $HELE"  
[X Link](https://x.com/ocinv123/status/1977161047145693637) [@ocinv123](/creator/x/ocinv123) 2025-10-11T23:55Z XXX followers, XXX engagements


"Some thoughts on $NXTT"  
[X Link](https://x.com/ocinv123/status/1977796145754644772) [@ocinv123](/creator/x/ocinv123) 2025-10-13T17:58Z XXX followers, XXX engagements


"5 weeks until earnings day. My expected blue slice outcome range: $4M to $7.5M"  
[X Link](https://x.com/ocinv123/status/1978448511403229238) [@ocinv123](/creator/x/ocinv123) 2025-10-15T13:10Z XXX followers, XX engagements


"i have *zero* visibility or insight or hunch about how Cato's doing this Q. I just think that outcome range seems sensible given their balance sheet under a wide range of biz outcomes"  
[X Link](https://x.com/ocinv123/status/1978449026912559186) [@ocinv123](/creator/x/ocinv123) 2025-10-15T13:13Z XXX followers, XX engagements


"$iren the numbers"  
[X Link](https://x.com/ocinv123/status/1978458017252143227) [@ocinv123](/creator/x/ocinv123) 2025-10-15T13:48Z XXX followers, 1507 engagements


"Hmm. I sold $35k worth of $cato stock Tuesday. Bought it back for $32k today. I guess this is how short selling works in theory Never shorted anything"  
[X Link](https://x.com/ocinv123/status/1978516244182573449) [@ocinv123](/creator/x/ocinv123) 2025-10-15T17:40Z XXX followers, XX engagements


"@girdley Are you short $rh"  
[X Link](https://x.com/ocinv123/status/1978540582902313136) [@ocinv123](/creator/x/ocinv123) 2025-10-15T19:16Z XXX followers, XX engagements


"Will $CATO hit $X one day I dunno. Will it disgorge $X some day I mean they have $XXXX in cash right now. They have the ability to get $1/sh out of their XXX acres of land listed for sale here: That's $XXXX And then $XXXX from the business is $30M"  
[X Link](https://x.com/ocinv123/status/1978612686423314912) [@ocinv123](/creator/x/ocinv123) 2025-10-16T00:03Z XXX followers, XXX engagements


"@TomDwan @TheFlowHorse @Kalshi What value do prediction markets add to highly liquid commodities"  
[X Link](https://x.com/ocinv123/status/1978636898584187367) [@ocinv123](/creator/x/ocinv123) 2025-10-16T01:39Z XXX followers, XX engagements


"@pvtchtn I don't think liquidation value is relevant unless theres a realistic prospect of a corporate liquidation. It provides some balance sheet relief if shit goes sideways w sale leaseback. But I don't really look at liquidation unless I'm a liquidator"  
[X Link](https://x.com/ocinv123/status/1978919726030967205) [@ocinv123](/creator/x/ocinv123) 2025-10-16T20:23Z XXX followers, XX engagements


"@pvtchtn I'm kinda curious what John cato wants to do with his biz. I dunno. He's XX Not sure what realizing terminal value looks like. Could be a slow value burn. But I'm obviously taking the other side of that premise"  
[X Link](https://x.com/ocinv123/status/1978920515298545772) [@ocinv123](/creator/x/ocinv123) 2025-10-16T20:26Z XXX followers, XX engagements


"Each day between 930a and 4p I get an unsolicited bid by a manic depressive dude named Mr. Market. I can choose to just ignore it and move on with my life. And thats what i do on days like today"  
[X Link](https://x.com/ocinv123/status/1978963174457041246) [@ocinv123](/creator/x/ocinv123) 2025-10-16T23:16Z XXX followers, XX engagements


"But mostly my thesis is that inflation will eventually moderate and these Lil old ladies on fixed income will resume spend on occasion based apparel"  
[X Link](https://x.com/ocinv123/status/1978967063507939587) [@ocinv123](/creator/x/ocinv123) 2025-10-16T23:31Z XXX followers, XX engagements


"so US Treasury (under Mr. Bessent) is doing a $20B currency swap where parties agree to reverse the swap later (e.g. X X or XX months later) at the same exchange rate plus a small interest-like fee. It's a secured dollar loan that Argentina must repay within months"  
[X Link](https://x.com/ocinv123/status/1979157874002518248) [@ocinv123](/creator/x/ocinv123) 2025-10-17T12:09Z XXX followers, XX engagements


"i dont get this logic. no airlines are in the airline business. and hotels are in the hotel business. every business is in the finance business"  
[X Link](https://x.com/ocinv123/status/1979170894715969844) [@ocinv123](/creator/x/ocinv123) 2025-10-17T13:01Z XXX followers, XX engagements


"yea airline profitability hinges on fleet financing fuel hedging and leverage management not just selling tickets. and yes hotels are basically asset-light financial intermediaries earning returns on brands and contracts rather than rooms"  
[X Link](https://x.com/ocinv123/status/1979171635341983932) [@ocinv123](/creator/x/ocinv123) 2025-10-17T13:04Z XXX followers, XX engagements


"@Rob334915034321 shit if i know prob something i said to YOU about me not being XXX% sure about bakkt or iren or something else he's into"  
[X Link](https://x.com/ocinv123/status/1979190283318288610) [@ocinv123](/creator/x/ocinv123) 2025-10-17T14:18Z XXX followers, XX engagements


"why do the employees at westshore honda look like they're involved in a conspiracy against me. always they're not trustworthy"  
[X Link](https://x.com/ocinv123/status/1979191255587299524) [@ocinv123](/creator/x/ocinv123) 2025-10-17T14:22Z XXX followers, XX engagements


"If you look at Polymarket or Kalshi theyre more of an entertainment product than a serious predictive infrastructure. They can show sentiment but theyre not going to replace probabilistic forecasting models option markets or expert consensus any time soon"  
[X Link](https://x.com/ocinv123/status/1979219308283637776) [@ocinv123](/creator/x/ocinv123) 2025-10-17T16:13Z XXX followers, XX engagements


"for assets the ultimate prediction markets already exist. real estate has a vibrant housing market companies have vibrant stock and derivative markets. polymarket getting a bonkers valuation is just goofy"  
[X Link](https://x.com/ocinv123/status/1979219607249432880) [@ocinv123](/creator/x/ocinv123) 2025-10-17T16:15Z XXX followers, XX engagements


"I'm not patriotic. At all. To any arbitrary tectonic plate whose inhabiting primates have assigned it a random string of syllables"  
[X Link](https://x.com/ocinv123/status/1979275167064035672) [@ocinv123](/creator/x/ocinv123) 2025-10-17T19:55Z XXX followers, XX engagements


"Actually I kinda like Djibouti. I'll get behind that one"  
[X Link](https://x.com/ocinv123/status/1979275374577225765) [@ocinv123](/creator/x/ocinv123) 2025-10-17T19:56Z XXX followers, XX engagements


"-1700 on the felt -500k off I'm gonna watch YouTube prank call videos and eat a Twix ice cream bar"  
[X Link](https://x.com/ocinv123/status/1978944014213587022) [@ocinv123](/creator/x/ocinv123) 2025-10-16T21:59Z XXX followers, XX engagements


"Another role playing exercise that works effectively is pretending I have a realtor for a house and she's calling me with lowball bids. I just ignore em"  
[X Link](https://x.com/ocinv123/status/1978968276857192669) [@ocinv123](/creator/x/ocinv123) 2025-10-16T23:36Z XXX followers, XX engagements


"Mission accomplished Over the last X months ive been printing calls for a living. 140k total premiums collected. For strike price of X and XXXX. The stock is well below those prices and I have now cashed in for pretax profit of 140k. Yahoo"  
[X Link](https://x.com/ocinv123/status/1979278622809813495) [@ocinv123](/creator/x/ocinv123) 2025-10-17T20:09Z XXX followers, XXX engagements


"Whats funny is that despite crypto related assets are puffed up to the moon based on a speculative orgy the orgy participants are using a XX foot pole to separate their casino chips from $nxtt"  
[X Link](https://x.com/ocinv123/status/1977850518597759324) [@ocinv123](/creator/x/ocinv123) 2025-10-13T21:34Z XXX followers, XXX engagements


"They claim to own $XXX million of Bitcoin but just raised $X million selling stock at XX cents. Either those coins are imaginary or theyre the worst treasurers in human history. $NXTT"  
[X Link](https://x.com/ocinv123/status/1977876706993053747) [@ocinv123](/creator/x/ocinv123) 2025-10-13T23:18Z XXX followers, XXX engagements


"I own X% of a biz with $90m in cash no debt around $60m of all kinds of real estate and a biz that has a shot at generating $10-15m in free cash flows annually"  
[X Link](https://x.com/ocinv123/status/1978963407899378096) [@ocinv123](/creator/x/ocinv123) 2025-10-16T23:16Z XXX followers, XX engagements


"So he can bid $X for the whole biz or $50m or $150m. ill evaluate the bids if im interested in selling my stake. And if it makes sense ill sell it. If it doesnt ill move on"  
[X Link](https://x.com/ocinv123/status/1978966585646731630) [@ocinv123](/creator/x/ocinv123) 2025-10-16T23:29Z XXX followers, XX engagements


"Right now hes bidding $80m on it. I dont wanna sell it for $80m given the state of the balance sheet the land assets and recent comps. Theyre closing underperformers. They have tons of lease flexibility. And they're going in the right direction"  
[X Link](https://x.com/ocinv123/status/1978966887946965231) [@ocinv123](/creator/x/ocinv123) 2025-10-16T23:30Z XXX followers, XX engagements


"One last exercise and this really helps is a widget on my phone which tracks the enterprise bid of the biz. I almost never look at the stock price per share. Thats kinda irrelevant. Just look at the enterprise bid which is market cap minus net cash. In catos case it's -ve"  
[X Link](https://x.com/ocinv123/status/1978973930955129095) [@ocinv123](/creator/x/ocinv123) 2025-10-16T23:58Z XXX followers, XX engagements


"So the nasdaq and the sec are aok with $nxtt being listed in american capital markets with filings indicating ownership of $670m worth of btc no debt and a market cap of $68m. Super interesting"  
[X Link](https://x.com/ocinv123/status/1977846980689657975) [@ocinv123](/creator/x/ocinv123) 2025-10-13T21:20Z XXX followers, XXX engagements


"How am I the only human on X noting how bizarre the $NXTT situation is Like bitcoin is the most followed asset class in the history of modern civilization. Where's @WSJ Where's @business"  
[X Link](https://x.com/ocinv123/status/1977849204476166481) [@ocinv123](/creator/x/ocinv123) 2025-10-13T21:29Z XXX followers, XXX engagements


"So many bizarre things surround $nxtt X. The mysterious dozen chinese companies behind almost 6k btc X. The mysterious dividend policy X. The mysterious contracts with four random companies X. The mysterious market cap/bitcoin market value spread. Wtf"  
[X Link](https://x.com/ocinv123/status/1977850136211431818) [@ocinv123](/creator/x/ocinv123) 2025-10-13T21:33Z XXX followers, XXX engagements


"$NXTT apparently bought its bitcoins from these fine establishments. I am laughing so hard I am crying"  
[X Link](https://x.com/ocinv123/status/1977873563479666702) [@ocinv123](/creator/x/ocinv123) 2025-10-13T23:06Z XXX followers, XXX engagements


"who's the dude on here who was telling me to look into bakkt and iren great call whoever that was. i have no freakin idea whatas going on with these businesses. i aint touchin any of this. but that person prob made some coin"  
[X Link](https://x.com/ocinv123/status/1978445193457127513) [@ocinv123](/creator/x/ocinv123) 2025-10-15T12:57Z XXX followers, XXX engagements


"Bottom two rows will disappear probably tomorrow or by Monday. They'll expire worthless. I do not intend to sell any more covered calls until the 11/20 earnings call comes and goes"  
[X Link](https://x.com/ocinv123/status/1978959018774118745) [@ocinv123](/creator/x/ocinv123) 2025-10-16T22:59Z XXX followers, XX engagements


"is ohtani the greatest baseball player of all time"  
[X Link](https://x.com/ocinv123/status/1979535042146619519) [@ocinv123](/creator/x/ocinv123) 2025-10-18T13:08Z XXX followers, XXX engagements


"@Bradley88995765 he was wearing a hat of some criminal law firm i think. it was hilarious"  
[X Link](https://x.com/ocinv123/status/1979538176881680390) [@ocinv123](/creator/x/ocinv123) 2025-10-18T13:20Z XXX followers, XXX engagements


"wow georgia tech is 6-0 awesome to see my alma mater have its first good football team in like a decade plus"  
[X Link](https://x.com/ocinv123/status/1979633453948973124) [@ocinv123](/creator/x/ocinv123) 2025-10-18T19:39Z XXX followers, XXX engagements