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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

Последние посты

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 →

На фоне аккаунтов своего размера

3 постов за последние 90 дней рядом с диапазоном under 10K подписчиков. доходит до меньшего числа людей, зато вовлекает их куда сильнее.

Медианные просмотры68этот аккаунт4 175медиана для under 10K

Охват, %5.62%этот аккаунт250.82%медиана для under 10K

Вовлечённость, %2.94%этот аккаунт1.41%медиана для under 10K

Показатель	Этот аккаунт	Медиана для under 10K	Отношение
Медианные просмотры на пост	68	4 175	0.02×
Охват (просмотры ÷ подписчики)	5.62%	2.5× audience	0.02×
Вовлечённость	2.94%	1.41%	2.09×

Другие в этом диапазоне → Сравнить с другим аккаунтом → Как считаются эти ориентиры →

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.