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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

Posts recentes

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 →

Em comparação com contas do mesmo porte

3 posts dos últimos 90 dias, ao lado da faixa de under 10K seguidores. alcança menos gente que os pares, mas os envolve muito mais.

Mediana de visualizações68esta conta4 175mediana para under 10K

Alcance, %5.62%esta conta250.82%mediana para under 10K

Engajamento, %2.94%esta conta1.41%mediana para under 10K

Métrica	Esta conta	Mediana para under 10K	Proporção
Mediana de visualizações por post	68	4 175	0.02×
Alcance (visualizações ÷ seguidores)	5.62%	2.5× audience	0.02×
Taxa de engajamento	2.94%	1.41%	2.09×

Outras contas desta faixa → Comparar com outra conta → Como estas referências são construídas →

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.