Michael Fridman ✓

@justmikeel

Former TMT Portfolio Manager at Phoenix Capital Partners. Tech and Growth focus. Not a financial advice or an investment recommendation

1 211Followers

334Following

246Posts total

3.5KViews on collected posts

Against accounts of the same size

3 posts from the last 90 days, next to the under 10K follower range. reaches fewer people than peers, but engages them much harder.

Median views68this account3 166median for under 10K

Reach, %5.62%this account193.65%median for under 10K

Engagement, %2.94%this account1.50%median for under 10K

Metric	This account	Median for under 10K	Ratio
Median views per post	68	3 166	0.02×
Reach (views ÷ followers)	5.62%	193.65%	0.03×
Engagement rate	2.94%	1.50%	1.96×

Others in this range → Compare with another account → How these benchmarks are built →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

3.4K30 Aug

2231 Aug

Last 3 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.41%30 Aug

2.94%

13.64%31 Aug

Reactions — likes, reposts, replies and quotes — divided by views. Median for under 10K accounts is 1.50%.

What the audience does

Likes61.9%13 in total

Reposts4.8%1 in total

Replies19.0%4 in total

Quotes4.8%1 in total

Bookmarks9.5%2 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Latest posts

@justmikeel Very much agree. AI has moved from “Is demand real?” to “Can the economics outrun the cost of capital?” Supply constraints are bullish only if companies can convert them into pricing power, margins and FCF. With yields elevated and infrastructure becoming more capital 22 views · 2 likes · 0 reposts · 1 replies 31 Aug 2026 @justmikeel The market is finally pricing the difference between a revenue line and a PowerPoint slide. 68 views · 1 likes · 0 reposts · 1 replies 30 Aug 2026 5 TMT takeaways from this past week: 1/ The #AI infrastructure cycle is still supply-constrained, but the market is becoming far more selective about what is already in numbers vs. what remains option value. That distinction mattered across $NVDA , $MRVL , cyber, and software 3.4K views · 10 likes · 1 reposts · 2 replies 30 Aug 2026