[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @pennycheck TheUndefinedMystic TheUndefinedMystic posts on X about $amrc, $glxy, glxy, data center the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1711713978/interactions)  - X Week XXXXXXX -XXXX% - X Month XXXXXXXXX +139% - X Months XXXXXXXXX +8.10% - X Year XXXXXXXXX +571% ### Mentions: XX [#](/creator/twitter::1711713978/posts_active)  - X Week XXX +12% - X Month XXX +83% - X Months XXX +16% - X Year XXXXX +294% ### Followers: XXXXXX [#](/creator/twitter::1711713978/followers)  - X Week XXXXXX +0.90% - X Month XXXXXX +2.70% - X Months XXXXXX +13% - X Year XXXXXX +40% ### CreatorRank: XXXXXXX [#](/creator/twitter::1711713978/influencer_rank)  ### Social Influence [#](/creator/twitter::1711713978/influence) --- **Social category influence** [stocks](/list/stocks) #3916 [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) #3511 [countries](/list/countries) XXXX% [technology brands](/list/technology-brands) XXXX% [currencies](/list/currencies) XXXX% [exchanges](/list/exchanges) XXXX% **Social topic influence** [$amrc](/topic/$amrc) #1, [$glxy](/topic/$glxy) #7, [glxy](/topic/glxy) #6, [data center](/topic/data-center) 1.56%, [legit](/topic/legit) #45, [$skyt](/topic/$skyt) #16, [china](/topic/china) 0.94%, [$snii](/topic/$snii) 0.94%, [$26b](/topic/$26b) #1, [$10b](/topic/$10b) #4 **Top accounts mentioned or mentioned by** [@ibhenryj](/creator/undefined) [@smantel](/creator/undefined) [@erictheumpire](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@callsputs1](/creator/undefined) [@greenzenforest](/creator/undefined) [@rigetti](/creator/undefined) [@jasonkeenx](/creator/undefined) [@citrini7](/creator/undefined) [@kingtutcap](/creator/undefined) [@jkeynesalpha](/creator/undefined) [@sausageboatfin](/creator/undefined) [@stocktalkweekly](/creator/undefined) [@blackscholesman](/creator/undefined) [@aacclydespace](/creator/undefined) [@grok](/creator/undefined) [@spacuity](/creator/undefined) [@logicalthesis](/creator/undefined) [@richieriiicch](/creator/undefined) [@u5sigma2](/creator/undefined) **Top assets mentioned** [Ameresco, Inc. (AMRC)](/topic/$amrc) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Ethereum (ETH)](/topic/$eth) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [SBET (SBET)](/topic/$sbet) [Solana (SOL)](/topic/$sol) [Uniris (UCO)](/topic/$uco) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Twitter Inc (TWTR)](/topic/$twtr) [IonQ, Inc. (IONQ)](/topic/$ionq) [Microsoft Corp. (MSFT)](/topic/$msft) [Coursera, Inc. (COUR)](/topic/$cour) [Clear Secure, Inc. (YOU)](/topic/$you) [GammaSwap (GS)](/topic/$gs) [Goldman Sachs (GS)](/topic/goldman-sachs) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Northrop Grumman Corporation (NOC)](/topic/$noc) [Limitus (LMT)](/topic/$lmt) [Archer Aviation Inc. (ACHR)](/topic/$achr) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Luminar Technologies, Inc. Class A Common Stock (LAZR)](/topic/$lazr) [BitMine (BMNR)](/topic/$bmnr) [Intel Corporation (INTC)](/topic/$intc) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [CoreWeave, Inc. (CRWV)](/topic/$crwv) ### Top Social Posts [#](/creator/twitter::1711713978/posts) --- Top posts by engagements in the last XX hours "$SKYT Just a reminder as $QBTS rips on their big news today $SKYT is their decades long fab partner and even mentioned on last earnings call $QBTS specifically starting to be a big growth driver for them"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1947313013242920993) 2025-07-21 15:09:36 UTC 31.6K followers, 3948 engagements "$UUUU will likely be next followed by $ASPI for helium and $NB as well IMO"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1945173876704448737) 2025-07-15 17:29:26 UTC 31.6K followers, 10.3K engagements "$RBAC ohhhhhhhhhh my those massive call buyers are back going in HEAVY DEC and JAN calls Billy Beane led SPAC merging with SeatGeek"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1460320068450017281) 2021-11-15 18:53:30 UTC 31.6K followers, XX engagements "who remembers what happened after GME topped out"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1947389422993084586) 2025-07-21 20:13:13 UTC 31.6K followers, 18.8K engagements "Question for SPAC twit How many days till we can pump which SPAC is going to take $TWTR public after it goes private $IPOF $VYGG $AVAN"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1514811270402215938) 2022-04-15 03:42:05 UTC 31.6K followers, XX engagements "The startling DoE report released week as also a long thesis for $AMRC Ameresco is indeed a direct play on easing powergrid constraints through its suite of distributed energy and resiliency solutions. Unlike large utilities that add central generation Ameresco focuses on behind-the-meter and grid-edge projects that relieve local load and improve overall grid stabilityexactly the kind of modern methods the DOE report says are needed. Key offerings include: On-site generation (natural gas CHP biogas engines fuel cells) Delivers reliable dispatchable power right at the customers facilitydata"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1945187989191077960) 2025-07-15 18:25:31 UTC 31.6K followers, 5694 engagements "@Finance66695429 The White House has signaled that the main rolloutincluding new executive actions and the long-anticipated AI Action Planis expected on or around July XX 2025"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1947517477748895870) 2025-07-22 04:42:04 UTC 31.6K followers, XXX engagements "Why $SLDP is a uniquely positioned winner in the new china battery tariff war"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1945970529933861332) 2025-07-17 22:15:03 UTC 31.7K followers, 12.8K engagements "As someone who was the first and loudest $IONQ Bull dont get me wrong $SNII merging with @rigetti is nowhere close. But given the mkt evaluation of $IONQ and QC $SNII will be 15$ soon"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1461084507671572487) 2021-11-17 21:31:06 UTC 31.6K followers, XX engagements "$COUR It looks a lot like $COUR will be a massive beneficiary of this $4B spend. In AI education alone they already have XX separate collaborations with $MSFT This AI education spend is part of a greater push and is also being supported by OpenAi and Anthropic but we don't have any numbers on their spend on it yet"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1943025593009750243) 2025-07-09 19:12:55 UTC 31.6K followers, 38.1K engagements "Why didn't anyone explain to them that this makes everything look much worse"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1947397916324466904) 2025-07-21 20:46:58 UTC 31.6K followers, 7165 engagements "$AMRC JUST OUT $70B in funding to be announced tmrm for AI and energy investments What a number. Again I implore you to read the last ER transcript to understand the opp"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1944839178769883384) 2025-07-14 19:19:28 UTC 31.6K followers, 8217 engagements "In case you needed another reason to short $YOU"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1942394927708553524) 2025-07-08 01:26:53 UTC 31.6K followers, 7643 engagements "AMRC just reported a contracted backlog of $XXX billion (up XX% YoY) on a total backlog of $XX billion Couple that with the newly approved $XX billion infrastructure allocation in the Big Beautiful Bill and the $XXX billion surge in U.S. manufacturing investment and youve got a powerful macro tailwind. On their recent earnings call management highlighted the massive DOE-sponsored RF data-center build-outwhere they expect to capture a disproportionate shareand named data-center and smart-city infrastructure as their fastest-growing verticals. Add in forthcoming executive orders for grid"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1943752956433904003) 2025-07-11 19:23:12 UTC 31.6K followers, 50.7K engagements "inst. have been loading Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 516971 shares of the utilities provider's stock after acquiring an additional 255538 shares during the period. Ameresco accounts for XXX% of Rock Point Advisors LLC's investment portfolio making the stock its 17th largest holding. Rock Point Advisors LLC owned about XXXX% of Ameresco worth $6245000 as of its most recent filing with the Securities and Exchange Commission (SEC). Other institutional investors and hedge funds have also recently modified their holdings of the company. GAMMA"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1943736320540528774) 2025-07-11 18:17:06 UTC 31.6K followers, 5048 engagements "Where are on the cusp of new information age that will grow faster and bigger than anything we've ever seen $ACCMF @AACClydeSpace Space Data As A Services is the best solution on the mkt literally nobody else in the mkt compares"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1415306968466604032) 2021-07-14 13:47:31 UTC 31.6K followers, XX engagements "watching $YAC close here XX% redemption on one of the best evaluations we've seen all yr in spac land profitable company many verticals with saudi fund added investor/backstop i think it may catch a bid check the investor presentation here"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1469337016802463753) 2021-12-10 16:03:38 UTC 31.6K followers, XX engagements "@JasonKeenX Ccir is a legit company going public at a amazing valuation by spac standards with multiple catalysts and is the only pure play on Ukraine"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1946338835824005333) 2025-07-18 22:38:34 UTC 31.6K followers, XXX engagements "$AMRC Also poised to be a massive beneficiary in the recent executive orders for GeoThermal and SMR's. With the Grid security EO and state of emergency as well as next weeks data center EO that puts Ameresco in firm position to benefit from X separate EO's Not sure any other company with such wide meaningful upside exposure. Last Q had CONTRACTED backlog of 2.6Billion (up 80& YoY) awarded backlog of XXX Billion Cant wait to here where we will be at next q all while company trades at a mkt cap under a billion"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1944806319619498013) 2025-07-14 17:08:54 UTC 31.6K followers, 7443 engagements "Looking to go shopping today Any suggestions fallen SPACs trading under XXXXX or warrants under XXXX Any suggestions"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1355205034473086980) 2021-01-29 17:23:53 UTC 31.6K followers, XX engagements "i do think there's a non zero chance $RKT does something stupid here relative strength today and a former wsb darling actual legit inflection point story and the doors for that stuff are now OPEN for this kinda stuff"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1947335456216993903) 2025-07-21 16:38:47 UTC 31.6K followers, 23K engagements "more $AMRC goodness in the earnings call they said X projects that were cancelled in q1 were put back on and back on track. this is the way"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1945202631774752868) 2025-07-15 19:23:42 UTC 31.6K followers, 10.9K engagements "$LAC The most compelling thing about LAC right now is in a super frothy mkt we have something that just put in a massive cyclical bottom (prior to the china news) and now has X massive tailwinds to go along with it. Not many low risk/high reward opps where equities are at now but this seems like one of them"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1945926476777582713) 2025-07-17 19:20:00 UTC 31.6K followers, 7189 engagements "Some nice DD and important redemption and short numbers in $SFTW merger with $BSKY"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1435995704447717380) 2021-09-09 15:57:10 UTC 31.6K followers, XX engagements "$DPRO yet to pop Remember what happened last time 🚀"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1943405597640024183) 2025-07-10 20:22:55 UTC 31.6K followers, 22.7K engagements "$UUUU $ASPI Energy Department Announces Pilot Program to Build Advanced U.S. Nuclear Fuel Lines and End Foreign Dependence DOE There are the one of ones here"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1945538162173874608) 2025-07-16 17:36:58 UTC 31.6K followers, 4187 engagements "Given current and fwd mkt dynamics Imagine the value unlock if these huge defense contractors like $LMT and $NOC spun out their company into X separate divisions. X. Space X. Autonomy -Air/Ground/SubSea 3.Electronic + Cyber Warfare 4.Munitions Large-Scale Manufacturing & Sustainment (the value play stuff) #SundayThoughts"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1947020321263087827) 2025-07-20 19:46:33 UTC 31.7K followers, 6203 engagements "@MattSaincome @hardmoneypod @enriqueabeyta thanks for talking about $ACCMF feel like this will accelerate the race to a milly in regards to competition see slide below also as far as what gabe mentioned about them being new/unproven co been around for XX yrs but in '19 starting accelerating growth with new ceo"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1415439106801295363) 2021-07-14 22:32:35 UTC 31.6K followers, XX engagements "@SPACuity @JasonKeenX My mind and methods do not work in valuation I view stocks as vehicles the idea of being the only pure play in the entire US equity market is a luxury this car has that others don't"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1946340965234430445) 2025-07-18 22:47:02 UTC 31.6K followers, XXX engagements "Surprised $EOSE hasn't caught momo in the squeezathon yet. Aside from the high Short interest. Its connected to hot theme as well as last weeks X-china battery mandate from the admin. Its the only one of the battery names with legit 300M govt funding as well. Maybe tmrw"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1947770498894729392) 2025-07-22 21:27:29 UTC 31.6K followers, 6841 engagements "@SPACuity @JasonKeenX I listed X separate points each one together is what creates the unicorn"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1946342348226510929) 2025-07-18 22:52:31 UTC 31.6K followers, XXX engagements "LifeHack : If someone tells you $ACHR is years ahead of $JOBY you can mute them and never feel like your missing out"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1944547924861472892) 2025-07-14 00:02:07 UTC 31.6K followers, 11.8K engagements "will be dropping initial dd for subs on a under the radar stock that already has a $10B back $2.6B of which is already contracted (up XX% YoY) and recent insider buying -- that stands to cash in on the US manufacturing tailwinds and multiple recent executive orders from the president regarding grid security next gen energy tech and data center roll out. With a massive DOE roll out of XX federal data centers $560B of next gen factory build out over the next X years and big winner from the $42B earmakred in the big beautiful bill for infrastructure build out as well all while trading a billion"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1943726113773027430) 2025-07-11 17:36:32 UTC 31.6K followers, 60.8K engagements "interesting to note the relative strength in $AMRC ahead of tmrw"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1947688051427213773) 2025-07-22 15:59:52 UTC 31.6K followers, 3412 engagements "$EOSE probably not great to be short a us based battery maker with gov't funding in this kinda mkt going into tmrw"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1945967077996495219) 2025-07-17 22:01:20 UTC 31.6K followers, 6764 engagements "Max conviction is having your stock up XX% in a week and not even thinking of taking profits. $GLXY"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1947802927034200313) 2025-07-22 23:36:20 UTC 31.6K followers, 7450 engagements "$AMRC Pure play on smart cities. If you follow my account at all you know I am hyper bullish on smart city infra taking over the country. Was a huge believer in $ITI till they got bought out. $AMRC has many offerings for smart city infra already fully deployed in New Orleans and Henderson NV huge TAM as well"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1944838614648496232) 2025-07-14 19:17:13 UTC 31.6K followers, 8182 engagements "$AMRC nearest term catalyst Trump is expected to roll out next week sweeping executive actions regarding use of federal land for data centers and target grid connection delays. On their earnings call management went into detail and was super confident and bullish they will take a large share here. Below are key points they raised : Based on this Ameresco earnings call transcript here are the key bullish points regarding data centers and government land opportunities: Government Land Data Center Initiative: DOE identified XX potential sites specifically positioned for rapid data center"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1944751023475548641) 2025-07-14 13:29:10 UTC 31.6K followers, 6118 engagements "$ACCMf recent orders they have announced via PR (CEO has stated they don't PR every order just ones that are large and feature a new and exciting technology) equals out to XX MIL USD"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1414933024693788673) 2021-07-13 13:01:35 UTC 31.6K followers, XX engagements "@Mike10947310 Got a DM there other day from a Doctor on Hyperfine only FDA approved portable MRI --have yet to dig deep--fraction of the price of traditional MRI and ease of portable game changer/ you can take it a hospital floor and go from room to room etc"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1947510736647033116) 2025-07-22 04:15:17 UTC 31.6K followers, 1994 engagements "$GLXY - $ETH With Ethereum up +135% in the last X months. I think it would be worthwhile to dig into how Galaxy has it's tentacles in every single aspect of $ETH it's actually mindblowing. theyre building staking trading and scaling ETH from wallets to validators DAOs to derivatives. Galaxy Digitals Ethereum Exposure 🧵 Massive ETH Holdings: One OTC wallet linked to Galaxy held 139000 ETH ($365M) post-2025 accumulation long-term conviction. Current Exposure: Even after portfolio shuffles (e.g. Solana) still holds 55760 ETH ($90M). Bottom line: Galaxy remains one of the largest institutional"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1947097449635389761) 2025-07-21 00:53:01 UTC 31.6K followers, 23.3K engagements "$SNII the only other pure quantum computing play trading thin as if arbs are out recently added pipe at XXXXX reported strong ER and options IV very low VOL starting to come in watch close could pop"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1476210245315829765) 2021-12-29 15:15:23 UTC 31.6K followers, XX engagements "$AMRC Institutions have been loading and make up for XX% of the holders. I think in the super near term the DoE RF data center roll out which coincides with earlier reports of a special executive order regarding data center build out for which the AMRC execs on the earnings call were exceptionally confident about could be the catalyst to enter this company into the retail zeitgeist . Their recent contract wins in building out geothermal and SMRs once discovered more fuel for it . Tutus: Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 516971 shares of the"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1943756190758187159) 2025-07-11 19:36:03 UTC 31.6K followers, 8222 engagements "$GLXY up XX% in the past week. I think we are in position to really take off once the financing news comes"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1945537193583186245) 2025-07-16 17:33:07 UTC 31.6K followers, 6198 engagements "take full advantage of this mkt while it lasts it wont be forever"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1945937356676104492) 2025-07-17 20:03:14 UTC 31.6K followers, 28.3K engagements "$GLXY hasn't put out any PRs since listing on nasdaq although they could of put out some meaningful ones in regards to their $SBET and $BMNR involvment as well as many more or a fluff pr explaining their enthusiasm at the passing of the genius act but we've gotten none of that. The PRs will be the noteable ones the three massive near term catalysts are known the news is coming it's only a matter of time"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1947695160302743856) 2025-07-22 16:28:07 UTC 31.6K followers, 9652 engagements "$SKYT should re-rate Probably the biggest beneficiary of the additions to the Trump Bill. Especially given today's news of $INTC closing up 18A foundry. Their new facility as well as the Infineon acquisition will be perfectly timed to get the gov't to flip the bill for them more than any other company in the country Long some AI slurp below The new bill not only boosts tax-based incentives but also keeps federal grants and loans for chipmakers on the table. The CHIPS Act of 2022 had authorized $XX billion in direct funding (grants) for semiconductor fabrication and R&D facilities plus $75"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1940423829836234924) 2025-07-02 14:54:27 UTC 31.6K followers, 5191 engagements "after many days of @ARKInvest nibbling on $CMIIU they were able to get some on the dark pool today four block trades equaling XXX million shares of the XXX mil traded today because these were blocks the vol did not affect the price"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1405322967962292224) 2021-06-17 00:34:39 UTC 31.6K followers, XX engagements "$GLXY Nugget #16 This is one of my favorites. When sentiment of crypto was at historic lows @novogratz went all in $SOL. Galaxy secured this lions share of SOL at firesale prices in the FTX bankruptcy auction. When FTX unwound its locked SOL holdings it offloaded between XX million and XX million SOL at just $XX per tokenwell below prevailing market rates at the time. Galaxy was among the first buyers scooping up an estimated 9687500 SOL (valued around $XXX billion) at that steep discount DeFi Planet. This bulk acquisition not only filled out Galaxys validator balance but did so at a price"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1945858045495415227) 2025-07-17 14:48:04 UTC 31.6K followers, 9786 engagements "It was extremely frustrating watching the moves in $CRCL and $CRWV and every BTC treasury multi bag in weeks while $GLXY which arguably is better positioned than all of the names did absolutely nothing. But in hindsight it made a ton of sense. Galaxy insiders that have been holding for years finally got some liquidity to sell some shares and Galaxy justifiably took advantage of their newfound access to the US capital mkts to do a heavily over subscribed offering there was obvious overhang into the uplisting. But now that has cleared Goldman got their few hundred million the stage is set and"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1945693886434943225) 2025-07-17 03:55:46 UTC 31.6K followers, 10.6K engagements "$GLXY - $ETH With Ethereum up +135% in the last X months. I think it would be worthwhile to dig into why Galaxy has it's tentacles in every single aspect of $ETH it's actually mindblowing. theyre building staking trading and scaling ETH from wallets to validators DAOs to derivatives. Galaxy Digitals Ethereum Exposure 🧵 Massive ETH Holdings: One OTC wallet linked to Galaxy held 139000 ETH ($365M) post-2025 accumulation long-term conviction. Current Exposure: Even after portfolio shuffles (e.g. Solana) still holds 55760 ETH ($90M). Bottom line: Galaxy remains one of the largest institutional"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1947093569074049307) 2025-07-21 00:37:36 UTC 31.6K followers, 3399 engagements "$GLXY Nugget #14 Helios approval for additional power will come before everyone else Texas is not a hot bed for DC/HPC but Helios was years ahead. Galaxy Helios' application for the additional 1.7GW was actually sent in by Argo in 2021/2022. So Galaxy is at first of the queue in regards to ERCOT MWs approvals"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1945856503891493266) 2025-07-17 14:41:57 UTC 31.6K followers, 4661 engagements "@stoic_point definitely possible one door OPENs on to the NEXT"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1947356506967416863) 2025-07-21 18:02:26 UTC 31.6K followers, XXX engagements "$AMRC Scoop: reported today Partnership with US Army Large scale 3D Printing retrofit"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1944827458265432366) 2025-07-14 18:32:53 UTC 31.6K followers, 4812 engagements "Worth noting the recently reported demise of Intel 18A are also a pretty big tailwind for them"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1947323850401693808) 2025-07-21 15:52:40 UTC 31.6K followers, 2272 engagements "Might be worth picking up some $UCO $INDO $HUSA $CCIR and @Kalshi 'Trump to win noble peace' just in case this comes to pass"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1943811976528113851) 2025-07-11 23:17:44 UTC 31.6K followers, 9429 engagements "@ericjackson If you like XXX bangers ETH IREN and CIFR you will melt for GLXY eric"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1946787758405538297) 2025-07-20 04:22:25 UTC 31.6K followers, XXX engagements "What a super stealthy sharp angle here by @BlackScholesMan Drones + making money off of QC + massive beneficiary from the BBB as we highlighted last week oh my might be more than a trade"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1947321057989337147) 2025-07-21 15:41:34 UTC 31.6K followers, 6805 engagements "$GLXY Most important nugget IMO Whenever you see one of these dumb alt-coins 10X Galaxy most likely is profiting more than anyone else. Galaxy profits handsomely whenever speculative alttokens go to the moon by leveraging virtually every part of its crypto infrastructure: Principal Trading & MarketMaking Galaxys Global Markets desk acts as both counterparty and liquidity provider buying and selling large pools of tokens (including lowliquidity shitcoins) and pocketing the bidask spread. In Q1 2025 alone Global Markets generated $XXXX million of adjusted gross profit from these activities."  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1945859093245432085) 2025-07-17 14:52:14 UTC 31.6K followers, 10.4K engagements "Short $DJT may honestly be in play soon They already rolled out crypto and ai scams they have not been able to make any meaningful revenue last q despite the world hanging on every truth post and he is losing some hard-core MAGA"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1945985518543438000) 2025-07-17 23:14:36 UTC 31.6K followers, 5796 engagements "Sold out of my sqqq and uvxy Did not think they'd get a real deal done"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1947799783445270979) 2025-07-22 23:23:51 UTC 31.6K followers, 3948 engagements "$RGTI + $DMYY Just found this the DMY target @horizon_quantum has a super deep partnership with @rigetti Low float + Nav + @jfitzsimons would love more color on the relationship and if horizon aided in rigetti's recent breakthrough Chat did you see this @EricTheUmpire @kingtutcap"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1945890935360905700) 2025-07-17 16:58:46 UTC 31.6K followers, 12.5K engagements "$AMRC Institutions keep loading Smart money knows 13G 1.87M 5.41%"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1945514593721151842) 2025-07-16 16:03:19 UTC 31.6K followers, 4373 engagements "$EOSE Why $EOSE is uniquely positioned in the new china tariff war"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1945971721393053788) 2025-07-17 22:19:47 UTC 31.7K followers, 20.8K engagements "$AMRC low risk --- "Ameresco had XXX MW in energy assets operating up from XXX MW from 4Q24 providing long-term visibility into recurring revenue." Low risk via recurring revenue and contracted backlog in the billions and high reward given recent developments : 🎯$71B spending on data center build out 🎯$62B spending on energy infra + Power grid 🎯$562B on new manufacturing facilities coming into US"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1945134055843860880) 2025-07-15 14:51:12 UTC 31.6K followers, 4314 engagements "The immense amount of time on the call discussing the massive opportunity with the DoD roll outnof XX DCs speaks volumes to their level of conviction here"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1944753732467536002) 2025-07-14 13:39:56 UTC 31.6K followers, 9554 engagements "Ppl forget all these crypto treasuries $BRMN $SBET $HYPE coin et all are owned by $GLXY for pennies . Along with the best cost basis in $BTC $ETH and $SOL . It is picks and shovels behind all the treasury stuff . oh yeah and they also are building out what may sooon be the largest data center in the country. The big $GLXY move was always a question of when not if. That question may be answered soon"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1945662709896462384) 2025-07-17 01:51:53 UTC 31.6K followers, 23.7K engagements "$AIP + Waymo New evidence. A few weeks back i put together this strong case that $AIP 'secret major robotaxi customer' was Waymo. With the mkt super focused on finding a way to get exposure to the massive growth of Waymo I think $AIP is truly undervalued. Issue is with a obvious NDA it is difficult to get any confirmation. But over the weekend I got what for me is something that speaks just as loud as words. Curious how much conviction you would place in this"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1944773827029881301) 2025-07-14 14:59:47 UTC 31.6K followers, 14.3K engagements "AMSC just reported a contracted backlog of $XXX billion (up XX% YoY) on a total backlog of $XX billion Couple that with the newly approved $XX billion infrastructure allocation in the Big Beautiful Bill and the $XXX billion surge in U.S. manufacturing investment and youve got a powerful macro tailwind. On their recent earnings call management highlighted the massive DOE-sponsored RF data-center build-outwhere they expect to capture a disproportionate shareand named data-center and smart-city infrastructure as their fastest-growing verticals. Add in forthcoming executive orders for grid"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1943752636257177655) 2025-07-11 19:21:56 UTC 31.6K followers, 1391 engagements "@PD13158196 Been thinking about this for X months straight"  [@pennycheck](/creator/x/pennycheck) on [X](/post/tweet/1945299649138491711) 2025-07-16 01:49:12 UTC 31.6K followers, 1222 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@pennycheck TheUndefinedMystic
TheUndefinedMystic posts on X about $amrc, $glxy, glxy, data center the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX -XXXX%
- X Month XXXXXXXXX +139%
- X Months XXXXXXXXX +8.10%
- X Year XXXXXXXXX +571%
Mentions: XX #
- X Week XXX +12%
- X Month XXX +83%
- X Months XXX +16%
- X Year XXXXX +294%
Followers: XXXXXX #
- X Week XXXXXX +0.90%
- X Month XXXXXX +2.70%
- X Months XXXXXX +13%
- X Year XXXXXX +40%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks #3916 finance XXXX% cryptocurrencies #3511 countries XXXX% technology brands XXXX% currencies XXXX% exchanges XXXX%
Social topic influence $amrc #1, $glxy #7, glxy #6, data center 1.56%, legit #45, $skyt #16, china 0.94%, $snii 0.94%, $26b #1, $10b #4
Top accounts mentioned or mentioned by @ibhenryj @smantel @erictheumpire @joinyellowbrick @callsputs1 @greenzenforest @rigetti @jasonkeenx @citrini7 @kingtutcap @jkeynesalpha @sausageboatfin @stocktalkweekly @blackscholesman @aacclydespace @grok @spacuity @logicalthesis @richieriiicch @u5sigma2
Top assets mentioned Ameresco, Inc. (AMRC) Galaxy Digital Inc. (GLXY) Eos Energy Enterprises, Inc. (EOSE) Ethereum (ETH) Rocket Companies, Inc. (RKT) SBET (SBET) Solana (SOL) Uniris (UCO) D-Wave Quantum Inc. (QBTS) Twitter Inc (TWTR) IonQ, Inc. (IONQ) Microsoft Corp. (MSFT) Coursera, Inc. (COUR) Clear Secure, Inc. (YOU) GammaSwap (GS) Goldman Sachs (GS) Lithium Americas Corp. Common Shares (LAC) Northrop Grumman Corporation (NOC) Limitus (LMT) Archer Aviation Inc. (ACHR) Joby Aviation, Inc. (JOBY) Luminar Technologies, Inc. Class A Common Stock (LAZR) BitMine (BMNR) Intel Corporation (INTC) Circle Internet Group, Inc. (CRCL) CoreWeave, Inc. (CRWV)
Top Social Posts #
Top posts by engagements in the last XX hours
"$SKYT Just a reminder as $QBTS rips on their big news today $SKYT is their decades long fab partner and even mentioned on last earnings call $QBTS specifically starting to be a big growth driver for them"
@pennycheck on X 2025-07-21 15:09:36 UTC 31.6K followers, 3948 engagements
"$UUUU will likely be next followed by $ASPI for helium and $NB as well IMO" @pennycheck on X 2025-07-15 17:29:26 UTC 31.6K followers, 10.3K engagements
"$RBAC ohhhhhhhhhh my those massive call buyers are back going in HEAVY DEC and JAN calls Billy Beane led SPAC merging with SeatGeek" @pennycheck on X 2021-11-15 18:53:30 UTC 31.6K followers, XX engagements
"who remembers what happened after GME topped out" @pennycheck on X 2025-07-21 20:13:13 UTC 31.6K followers, 18.8K engagements
"Question for SPAC twit How many days till we can pump which SPAC is going to take $TWTR public after it goes private $IPOF $VYGG $AVAN" @pennycheck on X 2022-04-15 03:42:05 UTC 31.6K followers, XX engagements
"The startling DoE report released week as also a long thesis for $AMRC Ameresco is indeed a direct play on easing powergrid constraints through its suite of distributed energy and resiliency solutions. Unlike large utilities that add central generation Ameresco focuses on behind-the-meter and grid-edge projects that relieve local load and improve overall grid stabilityexactly the kind of modern methods the DOE report says are needed. Key offerings include: On-site generation (natural gas CHP biogas engines fuel cells) Delivers reliable dispatchable power right at the customers facilitydata" @pennycheck on X 2025-07-15 18:25:31 UTC 31.6K followers, 5694 engagements
"@Finance66695429 The White House has signaled that the main rolloutincluding new executive actions and the long-anticipated AI Action Planis expected on or around July XX 2025" @pennycheck on X 2025-07-22 04:42:04 UTC 31.6K followers, XXX engagements
"Why $SLDP is a uniquely positioned winner in the new china battery tariff war" @pennycheck on X 2025-07-17 22:15:03 UTC 31.7K followers, 12.8K engagements
"As someone who was the first and loudest $IONQ Bull dont get me wrong $SNII merging with @rigetti is nowhere close. But given the mkt evaluation of $IONQ and QC $SNII will be 15$ soon" @pennycheck on X 2021-11-17 21:31:06 UTC 31.6K followers, XX engagements
"$COUR It looks a lot like $COUR will be a massive beneficiary of this $4B spend. In AI education alone they already have XX separate collaborations with $MSFT This AI education spend is part of a greater push and is also being supported by OpenAi and Anthropic but we don't have any numbers on their spend on it yet" @pennycheck on X 2025-07-09 19:12:55 UTC 31.6K followers, 38.1K engagements
"Why didn't anyone explain to them that this makes everything look much worse" @pennycheck on X 2025-07-21 20:46:58 UTC 31.6K followers, 7165 engagements
"$AMRC JUST OUT $70B in funding to be announced tmrm for AI and energy investments What a number. Again I implore you to read the last ER transcript to understand the opp" @pennycheck on X 2025-07-14 19:19:28 UTC 31.6K followers, 8217 engagements
"In case you needed another reason to short $YOU" @pennycheck on X 2025-07-08 01:26:53 UTC 31.6K followers, 7643 engagements
"AMRC just reported a contracted backlog of $XXX billion (up XX% YoY) on a total backlog of $XX billion Couple that with the newly approved $XX billion infrastructure allocation in the Big Beautiful Bill and the $XXX billion surge in U.S. manufacturing investment and youve got a powerful macro tailwind. On their recent earnings call management highlighted the massive DOE-sponsored RF data-center build-outwhere they expect to capture a disproportionate shareand named data-center and smart-city infrastructure as their fastest-growing verticals. Add in forthcoming executive orders for grid" @pennycheck on X 2025-07-11 19:23:12 UTC 31.6K followers, 50.7K engagements
"inst. have been loading Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 516971 shares of the utilities provider's stock after acquiring an additional 255538 shares during the period. Ameresco accounts for XXX% of Rock Point Advisors LLC's investment portfolio making the stock its 17th largest holding. Rock Point Advisors LLC owned about XXXX% of Ameresco worth $6245000 as of its most recent filing with the Securities and Exchange Commission (SEC). Other institutional investors and hedge funds have also recently modified their holdings of the company. GAMMA" @pennycheck on X 2025-07-11 18:17:06 UTC 31.6K followers, 5048 engagements
"Where are on the cusp of new information age that will grow faster and bigger than anything we've ever seen $ACCMF @AACClydeSpace Space Data As A Services is the best solution on the mkt literally nobody else in the mkt compares" @pennycheck on X 2021-07-14 13:47:31 UTC 31.6K followers, XX engagements
"watching $YAC close here XX% redemption on one of the best evaluations we've seen all yr in spac land profitable company many verticals with saudi fund added investor/backstop i think it may catch a bid check the investor presentation here" @pennycheck on X 2021-12-10 16:03:38 UTC 31.6K followers, XX engagements
"@JasonKeenX Ccir is a legit company going public at a amazing valuation by spac standards with multiple catalysts and is the only pure play on Ukraine" @pennycheck on X 2025-07-18 22:38:34 UTC 31.6K followers, XXX engagements
"$AMRC Also poised to be a massive beneficiary in the recent executive orders for GeoThermal and SMR's. With the Grid security EO and state of emergency as well as next weeks data center EO that puts Ameresco in firm position to benefit from X separate EO's Not sure any other company with such wide meaningful upside exposure. Last Q had CONTRACTED backlog of 2.6Billion (up 80& YoY) awarded backlog of XXX Billion Cant wait to here where we will be at next q all while company trades at a mkt cap under a billion" @pennycheck on X 2025-07-14 17:08:54 UTC 31.6K followers, 7443 engagements
"Looking to go shopping today Any suggestions fallen SPACs trading under XXXXX or warrants under XXXX Any suggestions" @pennycheck on X 2021-01-29 17:23:53 UTC 31.6K followers, XX engagements
"i do think there's a non zero chance $RKT does something stupid here relative strength today and a former wsb darling actual legit inflection point story and the doors for that stuff are now OPEN for this kinda stuff" @pennycheck on X 2025-07-21 16:38:47 UTC 31.6K followers, 23K engagements
"more $AMRC goodness in the earnings call they said X projects that were cancelled in q1 were put back on and back on track. this is the way" @pennycheck on X 2025-07-15 19:23:42 UTC 31.6K followers, 10.9K engagements
"$LAC The most compelling thing about LAC right now is in a super frothy mkt we have something that just put in a massive cyclical bottom (prior to the china news) and now has X massive tailwinds to go along with it. Not many low risk/high reward opps where equities are at now but this seems like one of them" @pennycheck on X 2025-07-17 19:20:00 UTC 31.6K followers, 7189 engagements
"Some nice DD and important redemption and short numbers in $SFTW merger with $BSKY" @pennycheck on X 2021-09-09 15:57:10 UTC 31.6K followers, XX engagements
"$DPRO yet to pop Remember what happened last time 🚀" @pennycheck on X 2025-07-10 20:22:55 UTC 31.6K followers, 22.7K engagements
"$UUUU $ASPI Energy Department Announces Pilot Program to Build Advanced U.S. Nuclear Fuel Lines and End Foreign Dependence DOE There are the one of ones here" @pennycheck on X 2025-07-16 17:36:58 UTC 31.6K followers, 4187 engagements
"Given current and fwd mkt dynamics Imagine the value unlock if these huge defense contractors like $LMT and $NOC spun out their company into X separate divisions. X. Space X. Autonomy -Air/Ground/SubSea 3.Electronic + Cyber Warfare 4.Munitions Large-Scale Manufacturing & Sustainment (the value play stuff) #SundayThoughts" @pennycheck on X 2025-07-20 19:46:33 UTC 31.7K followers, 6203 engagements
"@MattSaincome @hardmoneypod @enriqueabeyta thanks for talking about $ACCMF feel like this will accelerate the race to a milly in regards to competition see slide below also as far as what gabe mentioned about them being new/unproven co been around for XX yrs but in '19 starting accelerating growth with new ceo" @pennycheck on X 2021-07-14 22:32:35 UTC 31.6K followers, XX engagements
"@SPACuity @JasonKeenX My mind and methods do not work in valuation I view stocks as vehicles the idea of being the only pure play in the entire US equity market is a luxury this car has that others don't" @pennycheck on X 2025-07-18 22:47:02 UTC 31.6K followers, XXX engagements
"Surprised $EOSE hasn't caught momo in the squeezathon yet. Aside from the high Short interest. Its connected to hot theme as well as last weeks X-china battery mandate from the admin. Its the only one of the battery names with legit 300M govt funding as well. Maybe tmrw" @pennycheck on X 2025-07-22 21:27:29 UTC 31.6K followers, 6841 engagements
"@SPACuity @JasonKeenX I listed X separate points each one together is what creates the unicorn" @pennycheck on X 2025-07-18 22:52:31 UTC 31.6K followers, XXX engagements
"LifeHack : If someone tells you $ACHR is years ahead of $JOBY you can mute them and never feel like your missing out" @pennycheck on X 2025-07-14 00:02:07 UTC 31.6K followers, 11.8K engagements
"will be dropping initial dd for subs on a under the radar stock that already has a $10B back $2.6B of which is already contracted (up XX% YoY) and recent insider buying -- that stands to cash in on the US manufacturing tailwinds and multiple recent executive orders from the president regarding grid security next gen energy tech and data center roll out. With a massive DOE roll out of XX federal data centers $560B of next gen factory build out over the next X years and big winner from the $42B earmakred in the big beautiful bill for infrastructure build out as well all while trading a billion" @pennycheck on X 2025-07-11 17:36:32 UTC 31.6K followers, 60.8K engagements
"interesting to note the relative strength in $AMRC ahead of tmrw" @pennycheck on X 2025-07-22 15:59:52 UTC 31.6K followers, 3412 engagements
"$EOSE probably not great to be short a us based battery maker with gov't funding in this kinda mkt going into tmrw" @pennycheck on X 2025-07-17 22:01:20 UTC 31.6K followers, 6764 engagements
"Max conviction is having your stock up XX% in a week and not even thinking of taking profits. $GLXY" @pennycheck on X 2025-07-22 23:36:20 UTC 31.6K followers, 7450 engagements
"$AMRC Pure play on smart cities. If you follow my account at all you know I am hyper bullish on smart city infra taking over the country. Was a huge believer in $ITI till they got bought out. $AMRC has many offerings for smart city infra already fully deployed in New Orleans and Henderson NV huge TAM as well" @pennycheck on X 2025-07-14 19:17:13 UTC 31.6K followers, 8182 engagements
"$AMRC nearest term catalyst Trump is expected to roll out next week sweeping executive actions regarding use of federal land for data centers and target grid connection delays. On their earnings call management went into detail and was super confident and bullish they will take a large share here. Below are key points they raised : Based on this Ameresco earnings call transcript here are the key bullish points regarding data centers and government land opportunities: Government Land Data Center Initiative: DOE identified XX potential sites specifically positioned for rapid data center" @pennycheck on X 2025-07-14 13:29:10 UTC 31.6K followers, 6118 engagements
"$ACCMf recent orders they have announced via PR (CEO has stated they don't PR every order just ones that are large and feature a new and exciting technology) equals out to XX MIL USD" @pennycheck on X 2021-07-13 13:01:35 UTC 31.6K followers, XX engagements
"@Mike10947310 Got a DM there other day from a Doctor on Hyperfine only FDA approved portable MRI --have yet to dig deep--fraction of the price of traditional MRI and ease of portable game changer/ you can take it a hospital floor and go from room to room etc" @pennycheck on X 2025-07-22 04:15:17 UTC 31.6K followers, 1994 engagements
"$GLXY - $ETH With Ethereum up +135% in the last X months. I think it would be worthwhile to dig into how Galaxy has it's tentacles in every single aspect of $ETH it's actually mindblowing. theyre building staking trading and scaling ETH from wallets to validators DAOs to derivatives. Galaxy Digitals Ethereum Exposure 🧵 Massive ETH Holdings: One OTC wallet linked to Galaxy held 139000 ETH ($365M) post-2025 accumulation long-term conviction. Current Exposure: Even after portfolio shuffles (e.g. Solana) still holds 55760 ETH ($90M). Bottom line: Galaxy remains one of the largest institutional" @pennycheck on X 2025-07-21 00:53:01 UTC 31.6K followers, 23.3K engagements
"$SNII the only other pure quantum computing play trading thin as if arbs are out recently added pipe at XXXXX reported strong ER and options IV very low VOL starting to come in watch close could pop" @pennycheck on X 2021-12-29 15:15:23 UTC 31.6K followers, XX engagements
"$AMRC Institutions have been loading and make up for XX% of the holders. I think in the super near term the DoE RF data center roll out which coincides with earlier reports of a special executive order regarding data center build out for which the AMRC execs on the earnings call were exceptionally confident about could be the catalyst to enter this company into the retail zeitgeist . Their recent contract wins in building out geothermal and SMRs once discovered more fuel for it . Tutus: Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 516971 shares of the" @pennycheck on X 2025-07-11 19:36:03 UTC 31.6K followers, 8222 engagements
"$GLXY up XX% in the past week. I think we are in position to really take off once the financing news comes" @pennycheck on X 2025-07-16 17:33:07 UTC 31.6K followers, 6198 engagements
"take full advantage of this mkt while it lasts it wont be forever" @pennycheck on X 2025-07-17 20:03:14 UTC 31.6K followers, 28.3K engagements
"$GLXY hasn't put out any PRs since listing on nasdaq although they could of put out some meaningful ones in regards to their $SBET and $BMNR involvment as well as many more or a fluff pr explaining their enthusiasm at the passing of the genius act but we've gotten none of that. The PRs will be the noteable ones the three massive near term catalysts are known the news is coming it's only a matter of time" @pennycheck on X 2025-07-22 16:28:07 UTC 31.6K followers, 9652 engagements
"$SKYT should re-rate Probably the biggest beneficiary of the additions to the Trump Bill. Especially given today's news of $INTC closing up 18A foundry. Their new facility as well as the Infineon acquisition will be perfectly timed to get the gov't to flip the bill for them more than any other company in the country Long some AI slurp below The new bill not only boosts tax-based incentives but also keeps federal grants and loans for chipmakers on the table. The CHIPS Act of 2022 had authorized $XX billion in direct funding (grants) for semiconductor fabrication and R&D facilities plus $75" @pennycheck on X 2025-07-02 14:54:27 UTC 31.6K followers, 5191 engagements
"after many days of @ARKInvest nibbling on $CMIIU they were able to get some on the dark pool today four block trades equaling XXX million shares of the XXX mil traded today because these were blocks the vol did not affect the price" @pennycheck on X 2021-06-17 00:34:39 UTC 31.6K followers, XX engagements
"$GLXY Nugget #16 This is one of my favorites. When sentiment of crypto was at historic lows @novogratz went all in $SOL. Galaxy secured this lions share of SOL at firesale prices in the FTX bankruptcy auction. When FTX unwound its locked SOL holdings it offloaded between XX million and XX million SOL at just $XX per tokenwell below prevailing market rates at the time. Galaxy was among the first buyers scooping up an estimated 9687500 SOL (valued around $XXX billion) at that steep discount DeFi Planet. This bulk acquisition not only filled out Galaxys validator balance but did so at a price" @pennycheck on X 2025-07-17 14:48:04 UTC 31.6K followers, 9786 engagements
"It was extremely frustrating watching the moves in $CRCL and $CRWV and every BTC treasury multi bag in weeks while $GLXY which arguably is better positioned than all of the names did absolutely nothing. But in hindsight it made a ton of sense. Galaxy insiders that have been holding for years finally got some liquidity to sell some shares and Galaxy justifiably took advantage of their newfound access to the US capital mkts to do a heavily over subscribed offering there was obvious overhang into the uplisting. But now that has cleared Goldman got their few hundred million the stage is set and" @pennycheck on X 2025-07-17 03:55:46 UTC 31.6K followers, 10.6K engagements
"$GLXY - $ETH With Ethereum up +135% in the last X months. I think it would be worthwhile to dig into why Galaxy has it's tentacles in every single aspect of $ETH it's actually mindblowing. theyre building staking trading and scaling ETH from wallets to validators DAOs to derivatives. Galaxy Digitals Ethereum Exposure 🧵 Massive ETH Holdings: One OTC wallet linked to Galaxy held 139000 ETH ($365M) post-2025 accumulation long-term conviction. Current Exposure: Even after portfolio shuffles (e.g. Solana) still holds 55760 ETH ($90M). Bottom line: Galaxy remains one of the largest institutional" @pennycheck on X 2025-07-21 00:37:36 UTC 31.6K followers, 3399 engagements
"$GLXY Nugget #14 Helios approval for additional power will come before everyone else Texas is not a hot bed for DC/HPC but Helios was years ahead. Galaxy Helios' application for the additional 1.7GW was actually sent in by Argo in 2021/2022. So Galaxy is at first of the queue in regards to ERCOT MWs approvals" @pennycheck on X 2025-07-17 14:41:57 UTC 31.6K followers, 4661 engagements
"@stoic_point definitely possible one door OPENs on to the NEXT" @pennycheck on X 2025-07-21 18:02:26 UTC 31.6K followers, XXX engagements
"$AMRC Scoop: reported today Partnership with US Army Large scale 3D Printing retrofit" @pennycheck on X 2025-07-14 18:32:53 UTC 31.6K followers, 4812 engagements
"Worth noting the recently reported demise of Intel 18A are also a pretty big tailwind for them" @pennycheck on X 2025-07-21 15:52:40 UTC 31.6K followers, 2272 engagements
"Might be worth picking up some $UCO $INDO $HUSA $CCIR and @Kalshi 'Trump to win noble peace' just in case this comes to pass" @pennycheck on X 2025-07-11 23:17:44 UTC 31.6K followers, 9429 engagements
"@ericjackson If you like XXX bangers ETH IREN and CIFR you will melt for GLXY eric" @pennycheck on X 2025-07-20 04:22:25 UTC 31.6K followers, XXX engagements
"What a super stealthy sharp angle here by @BlackScholesMan Drones + making money off of QC + massive beneficiary from the BBB as we highlighted last week oh my might be more than a trade" @pennycheck on X 2025-07-21 15:41:34 UTC 31.6K followers, 6805 engagements
"$GLXY Most important nugget IMO Whenever you see one of these dumb alt-coins 10X Galaxy most likely is profiting more than anyone else. Galaxy profits handsomely whenever speculative alttokens go to the moon by leveraging virtually every part of its crypto infrastructure: Principal Trading & MarketMaking Galaxys Global Markets desk acts as both counterparty and liquidity provider buying and selling large pools of tokens (including lowliquidity shitcoins) and pocketing the bidask spread. In Q1 2025 alone Global Markets generated $XXXX million of adjusted gross profit from these activities." @pennycheck on X 2025-07-17 14:52:14 UTC 31.6K followers, 10.4K engagements
"Short $DJT may honestly be in play soon They already rolled out crypto and ai scams they have not been able to make any meaningful revenue last q despite the world hanging on every truth post and he is losing some hard-core MAGA" @pennycheck on X 2025-07-17 23:14:36 UTC 31.6K followers, 5796 engagements
"Sold out of my sqqq and uvxy Did not think they'd get a real deal done" @pennycheck on X 2025-07-22 23:23:51 UTC 31.6K followers, 3948 engagements
"$RGTI + $DMYY Just found this the DMY target @horizon_quantum has a super deep partnership with @rigetti Low float + Nav + @jfitzsimons would love more color on the relationship and if horizon aided in rigetti's recent breakthrough Chat did you see this @EricTheUmpire @kingtutcap" @pennycheck on X 2025-07-17 16:58:46 UTC 31.6K followers, 12.5K engagements
"$AMRC Institutions keep loading Smart money knows 13G 1.87M 5.41%" @pennycheck on X 2025-07-16 16:03:19 UTC 31.6K followers, 4373 engagements
"$EOSE Why $EOSE is uniquely positioned in the new china tariff war" @pennycheck on X 2025-07-17 22:19:47 UTC 31.7K followers, 20.8K engagements
"$AMRC low risk --- "Ameresco had XXX MW in energy assets operating up from XXX MW from 4Q24 providing long-term visibility into recurring revenue." Low risk via recurring revenue and contracted backlog in the billions and high reward given recent developments : 🎯$71B spending on data center build out 🎯$62B spending on energy infra + Power grid 🎯$562B on new manufacturing facilities coming into US" @pennycheck on X 2025-07-15 14:51:12 UTC 31.6K followers, 4314 engagements
"The immense amount of time on the call discussing the massive opportunity with the DoD roll outnof XX DCs speaks volumes to their level of conviction here" @pennycheck on X 2025-07-14 13:39:56 UTC 31.6K followers, 9554 engagements
"Ppl forget all these crypto treasuries $BRMN $SBET $HYPE coin et all are owned by $GLXY for pennies . Along with the best cost basis in $BTC $ETH and $SOL . It is picks and shovels behind all the treasury stuff . oh yeah and they also are building out what may sooon be the largest data center in the country. The big $GLXY move was always a question of when not if. That question may be answered soon" @pennycheck on X 2025-07-17 01:51:53 UTC 31.6K followers, 23.7K engagements
"$AIP + Waymo New evidence. A few weeks back i put together this strong case that $AIP 'secret major robotaxi customer' was Waymo. With the mkt super focused on finding a way to get exposure to the massive growth of Waymo I think $AIP is truly undervalued. Issue is with a obvious NDA it is difficult to get any confirmation. But over the weekend I got what for me is something that speaks just as loud as words. Curious how much conviction you would place in this" @pennycheck on X 2025-07-14 14:59:47 UTC 31.6K followers, 14.3K engagements
"AMSC just reported a contracted backlog of $XXX billion (up XX% YoY) on a total backlog of $XX billion Couple that with the newly approved $XX billion infrastructure allocation in the Big Beautiful Bill and the $XXX billion surge in U.S. manufacturing investment and youve got a powerful macro tailwind. On their recent earnings call management highlighted the massive DOE-sponsored RF data-center build-outwhere they expect to capture a disproportionate shareand named data-center and smart-city infrastructure as their fastest-growing verticals. Add in forthcoming executive orders for grid" @pennycheck on X 2025-07-11 19:21:56 UTC 31.6K followers, 1391 engagements
"@PD13158196 Been thinking about this for X months straight" @pennycheck on X 2025-07-16 01:49:12 UTC 31.6K followers, 1222 engagements