@ArchegosIntern Archegos Intern
Archegos Intern posts on X about lmfao, $onds, $amzn, $meta the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [---] +136%
- [--] Month [-----] -93%
Mentions: [--] #
- [--] Week [--] +300%
- [--] Month [--] -88%
Followers: [---] #
- [--] Week [---] +0.15%
- [--] Month [---] -0.46%
CreatorRank: [---------] #
Social Influence
Social category influence finance 30% stocks 21% technology brands 17% countries 4% cryptocurrencies 3% currencies 2% automotive brands 1% social networks 1% financial services 1%
Social topic influence lmfao 11%, $onds #164, $amzn #487, $meta #291, meta 9%, $googl 8%, $ceg #13, $lite #32, $fix #14, $fslr #7
Top accounts mentioned or mentioned by @amitisinvesting @kobeissiletter @stockmktnewz @junkbondinvest @zastocks @greatmartis @ornnexchange @citrini7 @tradingthomas3 @mrderivatives @sixsigmacapital @commonsenseplay @chamath @kakashiii111 @blakestonks @hedgiemarkets @shanumathew93 @ea @gavinsbaker @leylakuni
Top assets mentioned Ondas Holdings Inc. Common Stock (ONDS) Amazon.com, Inc. (AMZN) Metadium (META) Alphabet Inc Class A (GOOGL) Constellation Energy Corp (CEG) Lumentum Holdings Inc. Common Stock (LITE) Comfort Systems USA, Inc. (FIX) First Solar, Inc. (FSLR) Camtek Ltd (CAMT) Brookfield Infrastructure Partners L.P. Limited Partnership Units (BIP) Exxon Mobil (XOM) Intel Corporation (INTC) PayPal Holdings Inc (PYPL) Strategy (MSTR) Bitcoin (BTC) Sarepta Therapeutics, Inc. (SRPT) Apple, Inc. (AAPL) UnitedHealth Group (UNH) Boeing Co (BA) Roku, Inc. (ROKU) Chipotle Mexican Grill, Inc. (CMG) Starbucks Corporation (SBUX) RAI Finance (SOFI) Enphase Energy Inc (ENPH) United Parcel Service, Inc. (UPS) Microsoft Corp. (MSFT) Roblox Corp. (RBLX)
Top Social Posts
Top posts by engagements in the last [--] hours
"@amitisinvesting 5x ETFs are just delta exposure for people too lazy to open an options chain it's the same payoff worse decay"
X Link 2025-10-16T16:00Z [---] followers, [----] engagements
"@junkbondinvest funny how everyones modeling this like a pure credit trade when its really just a legal one. the indenture literally lets @EA wipe the [---] put by defeasing the bonds before close"
X Link 2025-10-17T00:53Z [---] followers, [----] engagements
"@GavinSBaker deficit improving on paper but nominal GDP is doing the heavy lifting the illusion of fiscal health often peaks right before monetary stress returns"
X Link 2025-10-19T19:16Z [---] followers, [----] engagements
"@LeylaKuni from experience: this is the fundamental trade-off of private capital - opacity in exchange for perceived stability NAVs rise smoothly right up until the exit window opens - then truth marks to zero or to IRR"
X Link 2025-10-31T01:46Z [---] followers, [---] engagements
"Loaded up on $INTC post-earnings drawdown - heres the current state of affairs: $ONDS - 12% $CAMT - 12% $AMZN - 9% $META - 9% $GOOGL - 9% $INTC - 9% $LITE - 7% $CEG - 7% $FSLR - 7% $FIX - 7% $BIP - 6% $XOM - 6% Ill be writing about all of these extensively"
X Link 2026-01-23T18:39Z [---] followers, [---] engagements
"Sold $CEG at a loss and have shifted all proceeds into buying more $LITE Looking forward to a crazy earnings after the bell Loaded up on $INTC post-earnings drawdown - heres the current state of affairs: $ONDS - 12% $CAMT - 12% $AMZN - 9% $META - 9% $GOOGL - 9% $INTC - 9% $LITE - 7% $CEG - 7% $FSLR - 7% $FIX - 7% $BIP - 6% $XOM - 6% Ill be writing about all of these extensively Loaded up on $INTC post-earnings drawdown - heres the current state of affairs: $ONDS - 12% $CAMT - 12% $AMZN - 9% $META - 9% $GOOGL - 9% $INTC - 9% $LITE - 7% $CEG - 7% $FSLR - 7% $FIX - 7% $BIP - 6% $XOM - 6% Ill be"
X Link 2026-02-03T16:28Z [---] followers, [---] engagements
"$AMZN missed EPS by [--] - [--] cents and now investors lost a year's worth of optimism lol Can't wait to read how "everyone saw this coming""
X Link 2026-02-05T21:16Z [---] followers, [---] engagements
"Everyone crying about $MSTR is delusional What do you expect from holding a $BTC proxy"
X Link 2026-02-05T21:53Z [---] followers, [---] engagements
"It still isn't too late to hop on the $ONDS train. Ondas subsidiary 4M Defense secured a multi-year demining program in Israel valued at over $30 million applying autonomous and intelligence-led land-clearance capabilities in a complex border environment. $ONDS https://t.co/aCF3C2jesD Ondas subsidiary 4M Defense secured a multi-year demining program in Israel valued at over $30 million applying autonomous and intelligence-led land-clearance capabilities in a complex border environment. $ONDS https://t.co/aCF3C2jesD"
X Link 2026-02-09T15:29Z [---] followers, [---] engagements
"My latest article - go give it a read and check out @OrnnExchange https://t.co/eQR0NvaUIo https://t.co/eQR0NvaUIo"
X Link 2026-02-10T23:41Z [---] followers, [---] engagements
"Sold $FSLR - rotated into $EWY Needed some exposure to Samsung SK Hynix and Hyundai - better late than never. Loaded up on $INTC post-earnings drawdown - heres the current state of affairs: $ONDS - 12% $CAMT - 12% $AMZN - 9% $META - 9% $GOOGL - 9% $INTC - 9% $LITE - 7% $CEG - 7% $FSLR - 7% $FIX - 7% $BIP - 6% $XOM - 6% Ill be writing about all of these extensively Loaded up on $INTC post-earnings drawdown - heres the current state of affairs: $ONDS - 12% $CAMT - 12% $AMZN - 9% $META - 9% $GOOGL - 9% $INTC - 9% $LITE - 7% $CEG - 7% $FSLR - 7% $FIX - 7% $BIP - 6% $XOM - 6% Ill be writing about"
X Link 2026-02-12T15:44Z [---] followers, [---] engagements
"@Citrini7 convertibles are thriving because were in that rare window where both sides of the trade work falling yields help the bond floor and risk-on sentiment lifts the equity optionality"
X Link 2025-10-15T21:39Z [---] followers, [---] engagements
"@Citrini7 it's like when you want to be long growth but tell compliance youre a fixed income investor lmfao"
X Link 2025-10-15T21:39Z [---] followers, [---] engagements
"@junkbondinvest it's quite simple imo step 1: mark it up step 2: package it for retail access always arrives after the multiple expansion"
X Link 2025-10-15T21:49Z [---] followers, [---] engagements
"@TradingThomas3 retails been long gamma for half a year straight effectively underwriting market stability when that call flow fades well find out how real the bid is"
X Link 2025-10-15T21:56Z [---] followers, [----] engagements
"@partners_road DM me if you need an internship kid"
X Link 2025-10-15T22:49Z [---] followers, [----] engagements
"@amitisinvesting retail asked for AI exposure SEC heard options for people who dont understand options"
X Link 2025-10-16T15:58Z [---] followers, [----] engagements
"@ecommerceshares markets have become numb to fiscal theatrics imo liquidity and rate expectations drive everything now so unless the shutdown changes T-bill issuance or QT pace its background noise lol"
X Link 2025-10-16T16:11Z [---] followers, [---] engagements
"@Mr_Derivatives funny how fintech was supposed to eat the banks now its trading worse than one lol"
X Link 2025-10-16T19:25Z [---] followers, [----] engagements
"not to be cynical lmfao but. everyones staring at the green cluster in tech - nobodys looking at how flat everything else has been industrials healthcare utilities REITs - [--] years of multiple compression hiding under the surface while the index masked it imo his wasnt a just a "bull" market - it was a capital concentration experiment"
X Link 2025-10-17T00:59Z [---] followers, [----] engagements
"@StockMKTNewz extreme fear used to mean credit spreads blowing out now it just means the VIX hit [--] and retail stopped buying weekly calls"
X Link 2025-10-17T01:27Z [---] followers, [----] engagements
"@Mr_Derivatives i feel like if this was real risk-off HY ETFs would be bleeding and gold would be up 10% this feels more like duration chasing than panic"
X Link 2025-10-17T01:32Z [---] followers, [----] engagements
"@StockMKTNewz Alex Karpt doesnt need to lobby - the product is the lobbying lol $PLTR's codebase has become part of Americas decision-making infrastructure"
X Link 2025-10-17T02:20Z [---] followers, [----] engagements
"when Apollo shorts another tier-2 auto supplier its not just a single credit call - its a read on the structural weakness of the post-EV-boom supply chain high leverage elevated input costs and OEMs tightening contract terms. the squeeze is clearly systemic not idiosyncratic"
X Link 2025-10-17T16:51Z [---] followers, [----] engagements
"@DividendDude_X the CEO hyping a short squeeze then filing to sell shares is basically textbook sentiment arbitrage you pump retail optimism then exit on the liquidity that hype creates yeah its not illegal. but it signals managements time horizon isnt aligned with yours"
X Link 2025-10-17T17:06Z [---] followers, [----] engagements
"@TradingThomas3 it's been fun boys all aboard the puts buying train"
X Link 2025-10-17T23:46Z [---] followers, [---] engagements
"@PeterBerezinBCA i think the real question isnt whether OpenAI can make $200B. but who really pays for it enterprises buying inference consumers paying for agents or governments subsidizing compute also makes you think about how each has a different margin structure"
X Link 2025-10-18T17:08Z [---] followers, [---] engagements
"@ZaStocks imo the hardest trade is often no trade sitting on your hands feels wrong until you realize patience compounds faster than bad entries ever could"
X Link 2025-10-22T17:17Z [---] followers, [----] engagements
"@SixSigmaCapital bro bought the falling knife mid-air"
X Link 2025-10-22T17:25Z [---] followers, [----] engagements
"@KobeissiLetter everyones calling this financial health but its really the luxury of monopoly margins. when growth normalizes FCF-funded CapEx turns into margin compression"
X Link 2025-10-22T17:36Z [---] followers, [---] engagements
"@amitisinvesting classic playbook: tank the entire fucking sector leak a strategic investment and let the insiders print on the rebound"
X Link 2025-10-23T03:13Z [---] followers, [----] engagements
"@HighyieldHarry somewhere in D.C. someones quantum risk model just printed a 300% ROI overnight"
X Link 2025-10-23T03:14Z [---] followers, [----] engagements
"@amitisinvesting every strategic partnership in DC has a 13F footnote if you look hard enough"
X Link 2025-10-23T03:30Z [---] followers, [----] engagements
"@MartinShkreli quantum is the only asset class where were still [--] years away has been true for [--] years lol"
X Link 2025-10-23T15:21Z [---] followers, [----] engagements
"@arny_trezzi my brother there's a very big difference between a great company and a great investment"
X Link 2025-10-23T16:23Z [---] followers, [----] engagements
"@Ashton_1nvests everyone does own $AMZN. its just buried inside every ETF pretending to be diversified"
X Link 2025-10-23T20:09Z [---] followers, [----] engagements
"@ZaStocks its bullish until the debt cycle turns. these hyperscaler buildouts work as long as liquidity is abundant - but GPU infrastructure is still credit-sensitive not cash-flow sovereign"
X Link 2025-10-24T15:06Z [---] followers, [----] engagements
"@inglouriouscap he studies the economy like a PhD trades it like a degenerate fundamentals tell him what price tells him when"
X Link 2025-10-24T15:29Z [---] followers, [----] engagements
"@holistic_pm 35% GP-led exits = the illusion of realization capitals moving but its clearly not leaving the ecosystem"
X Link 2025-10-24T22:51Z [---] followers, [----] engagements
"@great_martis every time the Schiller PE hits this level we find a new way to redefine this time is different"
X Link 2025-10-25T00:30Z [---] followers, [---] engagements
"@commonsenseplay the spread between market cap and strategic value in gene therapy is absurd right now $SRPT embodies that gap - Roche buying here would be paying for scale"
X Link 2025-10-26T19:30Z [---] followers, [----] engagements
"@Aureliusltd28 when billionaires preserve landmarks its usually just a down payment on policy favors lmfao"
X Link 2025-10-26T20:16Z [---] followers, [---] engagements
"@edge_of_power this is the clearest tell yet that the AI stacks dividing into two ecosystems: hyperscalers optimizing for scale and $NVDA-aligned clouds optimizing for control"
X Link 2025-10-26T20:19Z [---] followers, [----] engagements
"@chamath AIs biggest disruption so far isnt jobs its mentorship lol no juniors means no next generation of seniors - compounding decay masked as efficiency"
X Link 2025-10-27T03:41Z [---] followers, [----] engagements
"@DonMiami3 weve reached the point where people are levering to lever so its like its structural liquidity addiction lmfao"
X Link 2025-10-27T03:50Z [---] followers, [----] engagements
"@DarioCpx Japans stock rally is just the yens obituary written in candlesticks lol"
X Link 2025-10-27T03:55Z [---] followers, [---] engagements
"@Prof_heist from @vnkumarvnk: 🚨Implied Volatility for Earnings next week. $SOFI 12.2% $UNH 6.5% $PYPL 8.8% $ENPH 14.6% $UPS 7.4% $BA 5.6% $META 7.2% $AAPL 4.1% $AMZN 7.1% $GOOGL 6.8% $MSFT 4.9% $RBLX 14.4% $ROKU 12.8% $CMG 8.9% $SBUX 7.9%"
X Link 2025-10-27T04:03Z [---] followers, [---] engagements
"@KobeissiLetter fair but. the equation changes once you zoom out and look at returns since the GFC and how the value of the yen has also plummeted since then"
X Link 2025-10-27T04:15Z [---] followers, [----] engagements
"@zerohedge the Great Nicobar project is less infrastructure more insurance. Indias hedge against a Chinese blue-water century"
X Link 2025-10-27T04:22Z [---] followers, [----] engagements
"@Jukanlosreve "increase revenue cut costs" - MBB Partner the bar was already low tbh lmfao"
X Link 2025-10-27T04:58Z [---] followers, [----] engagements
"@SixSigmaCapital i truly don't understand why people and even institutions ever exit their big tech/blue-chip positions there's no glory in picking penny stocks with no coverage to come off as intellectual and contrarian"
X Link 2025-10-28T04:28Z [---] followers, [---] engagements
"@aleabitoreddit worked on a few deals in this space and companies always get it wrong: the pivot from mining to HPC sounds easy on paper - but you cant just flip a switch from Bitcoin hash rate to enterprise SLAs the market will eventually price that difference in"
X Link 2025-10-28T04:58Z [---] followers, [----] engagements
"@jrouldz $KRKNF is the quiet outlier here - already profitable vertically integrated and sitting on sovereign-backed contracts while everyone else is still scaling risk it's a real infra play disguised as a growth stock"
X Link 2025-10-28T16:07Z [---] followers, [---] engagements
"@HolySmokas low put/call ratios feel bullish until you realize they also mean everyones already long"
X Link 2025-10-28T21:44Z [---] followers, [----] engagements
"@Kross_Roads $PYPL is stuck in the no-mans-land of tech: too mature for growth multiples too volatile for value investors even perfect quarters dont rerate a multiple that the markets already written off"
X Link 2025-10-28T21:49Z [---] followers, [----] engagements
"@StockMKTNewz this is why PTs are lagging indicators - they move after the stock does to preserve the illusion of foresight shoutout to UBS though"
X Link 2025-10-30T16:03Z [---] followers, [----] engagements
"@RealJimChanos everyones chasing raw FLOPs but $GOOGL's advantage has always been in specificity owning both the workload (YouTube Search) and the hardware (TPUs) means performance is about vertical coherence"
X Link 2025-10-30T16:59Z [---] followers, [----] engagements
"@kakashiii111 differences in perspectives imo Wall Street sees $81B in liabilities while Zuck sees guaranteed compute liquidity it's interesting bc when AI demand peaks and capacity tightens $META wont be renting from the market. and others will be renting from their lead time"
X Link 2025-10-30T17:45Z [---] followers, [----] engagements
"@munster_gene you look like @JeffBezos so I'll take your word for it"
X Link 2025-10-30T18:32Z [---] followers, [----] engagements
"@blakestonks $AAPL's stock isnt up 400% because its a Ponzi. its up because the market values predictable cash flows at lower discount rates. this is finance [---] lmfao duration got re-rated not demand"
X Link 2025-11-01T17:24Z [---] followers, 46.3K engagements
"@KobeissiLetter the paradox of QT: the more the Fed drains liquidity the more it must supply it through facilities like this so policy has become reflexive. and tightening breeds intervention"
X Link 2025-11-01T17:26Z [---] followers, [---] engagements
"@TheKramalan @blakestonks well $GOOGL's predictable cash flows got swapped for predictable GPU spend I think duration cuts both ways"
X Link 2025-11-01T17:49Z [---] followers, [----] engagements
"@unusual_whales this is what capital does when labor inflation wont reverse robots dont unionize dont quit and dont file for PTO lol"
X Link 2025-11-01T19:04Z [---] followers, [----] engagements
"@great_martis if drawing curves was predictive kindergarten would be the buy-sides primary recruiting pool"
X Link 2025-11-01T20:35Z [---] followers, [----] engagements
"@great_martis ah yes the ancient art of drawing squiggles until they confirm your pre-existing bias lmfao"
X Link 2025-11-01T20:36Z [---] followers, [----] engagements
"@ankurnagpal fair but you're misleading people by saying that it's 20% and not 2%. sure it adds up to 20% cumulatively (assuming that the fund life is [--] yrs) but the typical [--] and [--] is 20% performance/carry and that too above the hurdle rate"
X Link 2025-11-03T01:21Z [---] followers, [----] engagements
"@chamath it's pretty simple: 1) the US priced security risk in dollars china priced it in time 2) one funded defense budgets the other built export capacity 3) geopolitics is just capital allocation with flags attached"
X Link 2025-11-07T20:51Z [---] followers, [---] engagements
"@HedgieMarkets its insane how the U.S. economy has become a levered ETF on the S&P [---] the wealth effect is now the only growth engine - until it reverses and takes consumption with it"
X Link 2025-11-09T05:14Z [---] followers, [---] engagements
"@StockMKTNewz lowering swipe fees by 0.1% after two decades of lawsuits is like a cigarette company handing out breath mints lmfao symbolic not structural"
X Link 2025-11-09T18:37Z [---] followers, [----] engagements
"@KobeissiLetter Let's not spread misinformation by calling them stimulus checks lol"
X Link 2025-11-09T18:46Z [---] followers, [----] engagements
"@HedgieMarkets the longer the amortization the higher the home price equilibrium lower monthly payments dont make homes cheaper. they just let buyers borrow more to pay the same sellers"
X Link 2025-11-09T19:28Z [---] followers, [---] engagements
"@StockSavvyShay extending server life during an AI boom is like assuming your treadmill lasts longer because youre running it 24/7 lmfao"
X Link 2025-11-10T17:52Z [---] followers, [----] engagements
"@bubbleboi if B200 thermals really cap lifespan at [--] months the AI infra thesis flips from capex boom to depreciation doom every hyperscaler model assumes [--] - [--] yr useful life- that delta would nuke FCF guidance across the board"
X Link 2025-11-10T22:57Z [---] followers, [----] engagements
"@kakashiii111 useful life: [--] years hardware obsolescence: [--] months the gap between accounting and physics has never been more profitable lmfao"
X Link 2025-11-11T00:05Z [---] followers, [----] engagements
"@KobeissiLetter imo consumer credit is the canary for liquidity risk once household delinquencies rise: banks tighten underwriting less credit slower spending weaker earnings layoffs more delinquencies that feedback loop is the recession"
X Link 2025-11-11T00:22Z [---] followers, [----] engagements
"@ShanuMathew93 ERCOT and CAISO are like two different religions of energy storage lol one prays to volatility the other to policy certainty"
X Link 2025-11-11T00:32Z [---] followers, [---] engagements
"good take - Id add a few more layers: 1) Q3 revenue jumped 355% Y/Y to $146 M but net loss widened ($120 M) and the new $2.7 B ATM share issuance spooked the market (short-term dilution + capex optics hit sentiment) 2) the $17 B Microsoft and $3 B Meta contracts were already priced in - investors were hoping for a new U.S. hyperscale deployment not just the [--] MW Finland expansion 3) the whole Neocloud / AI infra trade is getting re-rated - massive ARR growth but margins still thin and capex intensity rising (strong story but the markets starting to price in execution and profitability risk)"
X Link 2025-11-12T03:53Z [---] followers, [----] engagements
"nice content - my thoughts: this is the first super cycle where AI inference demand not smartphones or PCs is setting the memory curve what makes it unique: - Price insensitivity: hyperscalers dont flinch at [--] % DRAM hikes when memory is now a gating factor for compute throughput - Structural cannibalization: HBM production is pulling wafer capacity from traditional DRAM turning a cyclical market into a constrained one - Elastic demand chain: each AI node refresh multiplies memory density requirements per rack creating reflexive demand that outpaces fab expansions Morgan Stanleys right -"
X Link 2025-11-12T04:12Z [---] followers, [----] engagements
"@commonsenseplay the sad thing is that the legend is always right. just way too damn early the market has lost its mind"
X Link 2025-11-12T05:30Z [---] followers, [----] engagements
"Governments were never designed to make you rich - theyre designed to keep you solvent enough to sustain the system if everyone earned double-digit real returns on savings the fiscal base collapses if everyone could withdraw EPF at will the pension system implodes if everyone owned a house easily property prices stop anchoring the credit cycle the game isnt help the citizen retire - its extend the productive phase of the median voter once you see policy as a lever for systemic stability rather than individual prosperity the logic stops being emotional and starts being structural lol"
X Link 2025-11-12T05:51Z [---] followers, [----] engagements
"just responded to @Akshat_World's post with this: Governments were never designed to make you rich - theyre designed to keep you solvent enough to sustain the system if everyone earned double-digit real returns on savings the fiscal base collapses if everyone could withdraw EPF at will the pension system implodes if everyone owned a house easily property prices stop anchoring the credit cycle the game isnt help the citizen retire - its extend the productive phase of the median voter once you see policy as a lever for systemic stability rather than individual prosperity the logic stops being"
X Link 2025-11-12T06:02Z [---] followers, [---] engagements
"call it what it is: narrative engineering take a mid-cap industrial rebrand as an Industry [---] enabler sprinkle AI ESG or SaaS-like contracts into the S-1 lmfao let the sell-side run DCFs off total addressable markets instead of actual FCF the real alpha is in shorting the narrative lag between hype and realization"
X Link 2025-11-12T06:07Z [---] followers, [----] engagements
"@investingluc these pops usually come from the same mechanical flow: 1) hedges come off 2) vol sellers step back in 3) systematic funds re-add exposure its not the shutdown itself. its the flows around it imo if those flows arent lined up this time history wont repeat"
X Link 2025-11-13T01:56Z [---] followers, [---] engagements
"@HyperTechInvest I'm certain that a lot of the hype stocks are gonna stay down (other than a little dead-cat bounce at the start) too many people have gotten too comfortable making a fortune off absolute garbage"
X Link 2025-11-13T01:59Z [---] followers, [----] engagements
"this may enrage some people but I've worked countless deals in this space and have had to learn the industry like the back of my hand - here are my [--] cents: picks like $NBIS $WULF $IREN $CORZ and so many others (that overwhelmingly undergo the SPAC process) are or are close to pre-revenue and they're trading purely on forward HPC/AI MW I think this space has a very very very grand future and rn everyone and their mother is repositioning to get in but I'm certain that only a few of the bigger players will dominate [--] years down the line"
X Link 2025-11-13T02:12Z [---] followers, [----] engagements
"what Im getting at is this: these companies are being priced today as if their hyperscale/HPC revenue lines are fully built out but the vast majority of that revenue still sits in forward TCV prepayments LOIs or multi-year build cycles the cash actually generated today is a rounding error compared to the enterprise value the market is placing on future MW or future GPU utilization so yes they report revenue - but the market isnt valuing them on current revenue. its valuing them on future capacity thats why I lump them into the pre-economic reality bucket: $NBIS priced like a hyperscaler long"
X Link 2025-11-13T02:54Z [---] followers, [---] engagements
"@ShanuMathew93 power water land and local politics will decide who wins (and not model weights)"
X Link 2025-11-22T20:20Z [---] followers, [----] engagements
"If $SFTBY wanted a headline rally theyd buy $NVDA so to me $DBRG is them buying duration discretion and scarcity instead If a drawdown is imminent they can wait it out"
X Link 2025-12-29T15:13Z [---] followers, [---] engagements
"Anyone have thoughts on $EOSE Top-line growth seems pretty enticing but FCF will likely remain negative for a while Also the US Government holds warrants giving it the right to buy newly issued $EOSE shares at $0.01 if the stock trades at or above $30 (bullish long-term)"
X Link 2025-12-29T17:03Z [---] followers, [---] engagements
"Traditional banks (like $JPM $GS and $C Citi) are starting to regain ground they lost to PE and private credit firms over the past decade. After the [----] crisis heavy regulation forced banks to pull back from riskier lending which opened the door for asset managers such as $BX and $APO to dominate private credit by lending faster and at higher rates. Now looser regulation and lighter capital requirements are letting banks lend more aggressively again narrowing that gap. As a result bank stocks have surged while many large alternative managers have lagged. Conceptually this is a cycle story:"
X Link 2025-12-29T21:33Z [---] followers, [---] engagements
"The US still delivered solid absolute returns this year but it lost its relative edge as capital rotated into markets with more cyclical exposure cheaper starting valuations and cleaner macro tailwinds. Europe benefited from industrial and financial leverage Japan from reflation and governance reform Parts of EM from commodity sensitivity and fiscal normalization Meanwhile the US remained heavily concentrated in growth and tech which meant performance was strong only so long as that narrow leadership held. Going forward I believe that returns are likely to be driven less by index-level beta"
X Link 2025-12-29T21:39Z [---] followers, [---] engagements
"Setting up a new portfolio for [----] and the first few names have been added: $AMZN - 9% $META - 9% $GOOGL - 9% $CEG - 7% $FSLR - 7% $FIX - 7% Waiting to see how the market will react throughout the first week of the New Year to make my other additions - here is a likely list: $SNOW $NU $KTOS $ZETA $ONDS $LITE $CAMT $ASTS Special thanks to @ZaStocks @StockMarketNerd @amitisinvesting for being wonderful accounts - learned a lot from you guys this year https://twitter.com/i/web/status/2006095178365329866 https://twitter.com/i/web/status/2006095178365329866"
X Link 2025-12-30T20:08Z [---] followers, [----] engagements
"This is pushing me towards the $ONDS crowd - FIFA FOMO will hit hard. Setting up a new portfolio for [----] and the first few names have been added: $AMZN - 9% $META - 9% $GOOGL - 9% $CEG - 7% $FSLR - 7% $FIX - 7% Waiting to see how the market will react throughout the first week of the New Year to make my other additions - here is a likely list: Setting up a new portfolio for [----] and the first few names have been added: $AMZN - 9% $META - 9% $GOOGL - 9% $CEG - 7% $FSLR - 7% $FIX - 7% Waiting to see how the market will react throughout the first week of the New Year to make my other additions"
X Link 2025-12-31T02:43Z [---] followers, [---] engagements
"This likely isn't even the full picture of their entire orders or backlog since it doesnt include revenue from their networks business or acquisitions $ONDS to the moon"
X Link 2025-12-31T15:02Z [---] followers, [---] engagements
"Go check out @Stonefoxcapital - great content Seems like we both agree on $ORCL Oracles fate in [----] $ORCL Oracle remains the huge wild card in [----]. The big RPO compared to current revenue suggests big upside on OpenAI raising a lot of capital. $ORCL Oracle remains the huge wild card in [----]. The big RPO compared to current revenue suggests big upside on OpenAI raising a lot of capital"
X Link 2025-12-31T19:30Z [---] followers, [---] engagements
"Added some new names at market open today - this is shaping up to be more so of an aggressive portfolio: $LITE - 7% $CAMT - 7% $ONDS - 6% Heres what I bought on Dec. 30th: $AMZN - 9% $META - 9% $GOOGL - 9% $CEG - 7% $FSLR - 7% $FIX - 7% $BIP - 6% $XOM - 6% Waiting to see how the market will react throughout the first week of the New Year to make my other additions - here is a likely list: $SNOW $NU $KTOS $ZETA $ASTS Side note : I recommend following @ive_m5 if youre interested in $ONDS Setting up a new portfolio for [----] and the first few names have been added: $AMZN - 9% $META - 9% $GOOGL -"
X Link 2026-01-02T14:57Z [---] followers, [---] engagements
"Give it a read and go check out @OrnnExchange https://ornncompute.substack.com/p/the-ai-chip-wars-from-supplier-dominance we have some thoughts on the "chip wars" the narrative isn't as clear as you might think. https://ornncompute.substack.com/p/the-ai-chip-wars-from-supplier-dominance we have some thoughts on the "chip wars" the narrative isn't as clear as you might think"
X Link 2026-01-05T17:24Z [---] followers, [---] engagements
"Updated portfolio - Ive doubled down on $ONDS and $CAMT: $CAMT - 12% $ONDS - 12% $AMZN - 9% $META - 9% $GOOGL - 9% $LITE - 7% $CEG - 7% $FSLR - 7% $FIX - 7% $BIP - 6% $XOM - 6% Cash - 9% Added some new names at market open today - this is shaping up to be more so of an aggressive portfolio: $LITE - 7% $CAMT - 7% $ONDS - 6% Heres what I bought on Dec. 30th: $AMZN - 9% $META - 9% $GOOGL - 9% $CEG - 7% $FSLR - 7% $FIX - 7% $BIP - 6% $XOM - 6% Waiting to see Added some new names at market open today - this is shaping up to be more so of an aggressive portfolio: $LITE - 7% $CAMT - 7% $ONDS - 6%"
X Link 2026-01-14T15:53Z [---] followers, [---] engagements
"$LITE - called it - Q2 EPS: $1.67 (beat by $0.26) - Revenue: $665.5M +65.5% Y/Y (beat) Q3 guide: - $780-$830M rev - [--] - 31% op margin - $2.15 - $2.35 EPS Excited for the call at [--] PM EST Sold $CEG at a loss and have shifted all proceeds into buying more $LITE Looking forward to a crazy earnings after the bell Sold $CEG at a loss and have shifted all proceeds into buying more $LITE Looking forward to a crazy earnings after the bell"
X Link 2026-02-03T21:21Z [---] followers, [---] engagements
"Bought the $ONDS dip @ $9.40/share"
X Link 2026-02-04T17:59Z [---] followers, [---] engagements
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