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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

Ultimi post

@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 →
@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 →
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 →

Rispetto ad account della stessa dimensione

3 post degli ultimi 90 giorni, accanto alla fascia di under 10K follower. raggiunge meno persone dei pari, ma le coinvolge molto di più.

Visualizzazioni mediane68questo account4 175mediana per under 10K
Copertura, %5.62%questo account250.82%mediana per under 10K
Interazione, %2.94%questo account1.41%mediana per under 10K
MetricaQuesto accountMediana per under 10KRapporto
Visualizzazioni mediane per post684 1750.02×
Copertura (visualizzazioni ÷ follower)5.62%2.5× audience0.02×
Tasso di interazione2.94%1.41%2.09×

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.

Views per post

3.4K30 Aug
68
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 1.41%.

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.

Account simili

Frequently asked questions about @justmikeel

How many followers does @justmikeel have?

1 211 followers.

How many posts has @justmikeel published?

246 posts.

How do posts by @justmikeel perform?

Collected posts: 3. Views: 3 514. Likes: 13.