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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

Postingan terbaru

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 →

Dibandingkan akun berukuran sama

3 postingan dari 90 hari terakhir, dibandingkan dengan rentang under 10K pengikut. menjangkau lebih sedikit orang, tetapi melibatkan mereka jauh lebih kuat.

Median tayangan68akun ini4 175median untuk under 10K

Jangkauan, %5.62%akun ini250.82%median untuk under 10K

Interaksi, %2.94%akun ini1.41%median untuk under 10K

Metrik	Akun ini	Median untuk under 10K	Rasio
Median tayangan per postingan	68	4 175	0.02×
Jangkauan (tayangan ÷ pengikut)	5.62%	2.5× audience	0.02×
Tingkat interaksi	2.94%	1.41%	2.09×

Akun lain pada rentang ini → Bandingkan dengan akun lain → Bagaimana tolok ukur ini disusun →

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.