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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

Últimas publicaciones

Michael Fridman ✓@justmikeel31 Aug

@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 Open on X →

Michael Fridman ✓@justmikeel30 Aug

@justmikeel The market is finally pricing the difference between a revenue line and a PowerPoint slide. 68 views · 1 likes · 0 reposts · 1 replies Open on X →

Michael Fridman ✓@justmikeel30 Aug

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 Open on X →

Frente a cuentas del mismo tamaño

3 publicaciones de los últimos 90 días, junto al rango de under 10K seguidores. llega a menos gente que sus pares, pero los implica mucho más.

Visualizaciones medianas68esta cuenta4 175mediana de under 10K

Alcance, %5.62%esta cuenta250.82%mediana de under 10K

Interacción, %2.94%esta cuenta1.41%mediana de under 10K

Métrica	Esta cuenta	Mediana de under 10K	Proporción
Visualizaciones medianas por publicación	68	4 175	0.02×
Alcance (visualizaciones ÷ seguidores)	5.62%	2.5× audience	0.02×
Tasa de interacción	2.94%	1.41%	2.09×

Otras cuentas de este rango → Comparar con otra cuenta → Cómo se construyen estas referencias →

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.