{ "@type": "Dataset", "name": "@justmikeel on X", "description": "Followers, posts and engagement for @justmikeel.", "url": "https://tweetindex.com/account/justmikeel", "isAccessibleForFree": true, "creator": { "@id": "https://tweetindex.com/#organization" }, "variableMeasured": [ { "@type": "PropertyValue", "name": "Followers", "value": 1211 }, { "@type": "PropertyValue", "name": "Following", "value": 334 }, { "@type": "PropertyValue", "name": "Posts", "value": 246 }, { "@type": "PropertyValue", "name": "Collected posts", "value": 3 }, { "@type": "PropertyValue", "name": "Views on collected posts", "value": 3514 }, { "@type": "PropertyValue", "name": "Likes on collected posts", "value": 13 } ], "distribution": [ { "@type": "DataDownload", "contentUrl": "https://tweetindex.com/api/accounts/justmikeel", "encodingFormat": "application/json" } ], "@id": "https://tweetindex.com/account/justmikeel#dataset" }

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

Son gönderiler

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 →

Aynı büyüklükteki hesaplara karşı

Son 90 güne ait 3 gönderi, under 10K takipçi aralığıyla yan yana. benzerlerinden daha az kişiye ulaşıyor, ama onları çok daha güçlü bağlıyor.

Medyan görüntülenme68bu hesap4 175under 10K için medyan

Erişim, %5.62%bu hesap250.82%under 10K için medyan

Etkileşim, %2.94%bu hesap1.41%under 10K için medyan

Ölçüt	Bu hesap	under 10K için medyan	Oran
Gönderi başına medyan görüntülenme	68	4 175	0.02×
Erişim (görüntülenme ÷ takipçi)	5.62%	2.5× audience	0.02×
Etkileşim oranı	2.94%	1.41%	2.09×

Bu aralıktaki diğer hesaplar → Başka bir hesapla karşılaştır → Bu kıyas değerleri nasıl kuruluyor →

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.