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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

Derniers posts

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 →

Face aux comptes de taille comparable

3 posts des 90 derniers jours, à côté de la tranche de under 10K abonnés. touche moins de monde que ses pairs, mais les engage bien davantage.

Vues médianes68ce compte4 175médiane pour under 10K

Portée, %5.62%ce compte250.82%médiane pour under 10K

Engagement, %2.94%ce compte1.41%médiane pour under 10K

Indicateur	Ce compte	Médiane pour under 10K	Rapport
Vues médianes par post	68	4 175	0.02×
Portée (vues ÷ abonnés)	5.62%	2.5× audience	0.02×
Taux d'engagement	2.94%	1.41%	2.09×

Autres comptes de cette tranche → Comparer avec un autre compte → Comment ces repères sont établis →

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.