Finn Stockinger ✓

@FinnStockinger · joined 29 Dec 2025

Analyst. Investor. Early where the market is late.

17 487Followers

672Following

5 842Posts total

282.6KViews on collected posts

Ultimi post

Finn Stockinger ✓@FinnStockinger15 Sep

“Circular financing” is one of the favorite arguments used by AI bears. But here’s the question I keep coming back to: If companies are generating enormous amounts of cash, shouldn’t they reinvest it? And where could they possibly reinvest that capital more effectively than ht

2.7K views · 8 likes · 0 reposts · 0 replies Open on X →

Finn Stockinger ✓@FinnStockinger15 Sep

The more I dig into $AXM, the more I think the story is less about any single product and more about system integration. Cerebras is a great example. Flex is not just manufacturing the CS-3 -> these systems bring together high-density power, liquid cooling, networking and https:

2.7K views · 10 likes · 2 reposts · 2 replies Open on X →

Finn Stockinger ✓@FinnStockinger15 Sep

ABF substrate lead times are now close to a year. Are substrates becoming the next bottleneck in AI? Who do you think benefits the most from this? Should I dig into it? https://t.co/Kx2FjvcxDP

2.9K views · 8 likes · 1 reposts · 1 replies Open on X →

Finn Stockinger ✓@FinnStockinger14 Sep

Donald Trump calls Jensen Huang during his live speech on @theallinpod „Whoever wins AI, wins. That's how big it is. It's bigger than the internet.” You guys have to watch this 😂 What a time to be alive. Honestly, what a historic moment. https://t.co/szbdCvoWL1

4:05

3.1K views · 18 likes · 2 reposts · 0 replies Open on X →

Finn Stockinger ✓@FinnStockinger18 May

@FinnStockinger Are those the correct financial figures for $PENG? If so, PENG is still valued at ONLY $2.3 billion. How can it be so undervalued? https://t.co/DcuiaulGQn

1.1K views · 4 likes · 0 reposts · 1 replies Open on X →

Finn Stockinger ✓@FinnStockinger12 May

@FinnStockinger @AtlasShrug1 🐧 time 504 views · 2 likes · 0 reposts · 0 replies Open on X →

Finn Stockinger ✓@FinnStockinger11 May

@FinnStockinger Yassss long $PENG 809 views · 4 likes · 0 reposts · 0 replies Open on X →

Finn Stockinger ✓@FinnStockinger11 May

https://t.co/v73JHhQwFk 268.8K views · 221 likes · 21 reposts · 14 replies Open on X →

Rispetto ad account della stessa dimensione

4 post degli ultimi 90 giorni, accanto alla fascia di 10K–100K follower. arriva a molti, ma pochi di loro reagiscono.

Visualizzazioni mediane2 820questo account924mediana per 10K–100K

Copertura, %16.13%questo account3.62%mediana per 10K–100K

Interazione, %0.43%questo account1.52%mediana per 10K–100K

Metrica	Questo account	Mediana per 10K–100K	Rapporto
Visualizzazioni mediane per post	2 820	924	3.05×
Copertura (visualizzazioni ÷ follower)	16.13%	3.62%	4.45×
Tasso di interazione	0.43%	1.52%	0.28×

Altri account di questa fascia → Confronta con un altro account → Come sono costruiti questi parametri →

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.