@D27357 Avatar @D27357 FatumOpes

FatumOpes posts on X about ai, in the, imo, $pgy the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 47.79% finance 25.66% countries 10.62% cryptocurrencies 7.08% technology brands 4.42% financial services 3.54% automotive brands 1.77% gaming 0.88% currencies 0.88%

Social topic influence ai 15.93%, in the 15.04%, imo 14.16%, $pgy 13.27%, $cha 10.62%, $path 7.96%, at least 7.96%, market cap #366, $skyt 6.19%, $cccx 6.19%

Top accounts mentioned or mentioned by @stocklogging @mvcinvesting @fundmyfund @pennycheck @zephyrz9 @vmaxpax @genejchan @phathomresearch @jukan05 @stockaholic5 @qgrowthcap @spacanpanman @wealthyreadings @hatedmoats @fedex774 @bitdigitalbtbt @samirtabar @simeonresearch @aleabitoreddit @nowallaby9822

Top assets mentioned Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Chagee Holdings Ltd. (CHA) UiPath, Inc. (PATH) SkyWater Technology, Inc. (SKYT) D-Wave Quantum Inc. (QBTS) Kaspi.kz Joint Stock Company (KSPI) Goldman Sachs (GS) Hims & Hers Health, Inc. (HIMS) Inspira Technologies OXY B.H.N. Ltd (IINN) YieldBasis (YB) Figure Technology Solutions, Inc. (FIGR) Morgan Stanley (MS) Alphabet Inc Class A (GOOGL) IonQ, Inc. (IONQ) Velo (VELO) WhiteFiber, Inc. (WYFI) Ethereum (ETH) BITMINE IMMERSION TECH (BMNR) Rocket Lab USA, Inc. Common Stock (RKLB) Gambling.com Group Limited (GAMB) Quantum Computing Inc. (QUBT) XPENG INC. (XPEV) Yuanbao Inc. (YB)

Top Social Posts

Top posts by engagements in the last [--] hours

"Is SK Hynix trading at a [----] pe ratio of [--] Maybe I'm too sleep deprived & am misunderstanding sth bc this is just too wild. Do any of the semi bros know if that estimate is credible Assuming net income 85% of operating income that would imply $110 billion in net income () at a current market cap of $425 billion. So SK Hynix is trading at a [----] pe ratio of less than [--] [----] pe ratio would be below [--]. Wtf. Is that accurate I remember when I first bought Hynix in December [----]. Despite the stock price rally since the valuation has stayed basically the same if this is true. I struggle to believe"
X Link 2026-02-13T11:43Z [---] followers, [----] engagements

"I mean most names have been overvalued for years tbh. SBC has been out of control. So now that the narrative has changed and the market is in state of fear the valuation changes to actual cashflow without ignoring SBC as has often been the case for years. So there is a lot of room for rerating to the downside in the first place. Rotation is a big part of it many hardware companies in the AI supply chain are printing money while LLMs & AI agents are already getting commoditized. Many hardware companies have a significant technological physical MOAT. They can't be disrupted by AI but instead"
X Link 2026-02-13T07:47Z [---] followers, [--] engagements

"Wait what Is that credible What would that be in net income Using 85% operating income to net income ratio that would be $110 billion () Market cap $425 billion. So SK Hynix is trading at a [----] pe ratio of less than [--] Wtf. Do you think this is accurate This is just insane if it is. If it is I'm just going all in SK Hynix lol I remember when I first bought it in December [----]. Despite the stock price rally since the valuation has stayed basically the same"
X Link 2026-02-13T11:20Z [---] followers, [----] engagements

"UiPath customer success story: Allegis Global Solutions (AGS) a global workforce solutions provider with $1 billion+ in annual revenue increased success rate for processing invoices from 30% to over 80% using Maestro (UiPaths agent AI orchestration layer) Challenge: Handled thousands of weekly time cards/invoices from contingent workers; remittance files arrived in highly variable frequently changing formats (email spreadsheets etc.); manual Excel extraction was error-prone and slow; [---] client programs with unique rules approval flows and formats; traditional RPA would take one developer"
X Link 2026-02-13T14:18Z [---] followers, [---] engagements

"What I'm concerned about with this business model is margins. It looks like a small Wiwynn and they struggle a lot with margins despite economics of scale. Have only glanced at 2RCSI so far but that would severely limit upside by the looks of it. How do you see that Can they improve margins I don't see how they would achieve better margins than Wiwynn but I might be misunderstanding or missing sth here. https://twitter.com/i/web/status/1956127509948338397 https://twitter.com/i/web/status/1956127509948338397"
X Link 2025-08-14T22:55Z [---] followers, [---] engagements

"This gets funnier every day A few months ago Goldman Sachs downgraded SK Hynix bc the competition was "catching up" and "HBM is becoming a commodity" In September [----] Morgan Stanley even predicted a memory winter & slashed its price target of SK Hynix to [------] Won. It's now trading at [------] Won. I really hope Wall street keeps smoking whatever they are smoking these days bc this is how we (retail) win. Big thanks to both for the buying opportunities 🫡"
X Link 2025-10-20T11:40Z [---] followers, [----] engagements

"$YB Yuanbao inc: -30% topline growth -More than half of market cap in cash -Pe ratio =5 (when being very conservative) forward pe is in fact even lower -30% topline growth & continuously strong margins expected for Q4 -First discovered by @stock_logging I'm invested. Free seeking alpha article: https://seekingalpha.com/article/4862874-yuanbao-high-growth-ai-insurtech-trading-like-a-value-stock-top-pick-2026 https://seekingalpha.com/article/4862874-yuanbao-high-growth-ai-insurtech-trading-like-a-value-stock-top-pick-2026"
X Link 2026-02-06T17:03Z [---] followers, [---] engagements

"@Vmaxpax Yeah super interesting company. Has been on my watchlist for a while but I never got in bc of valuation 🤡. And now that everyone's talking about it I can't bring myself to buy it either 😅"
X Link 2026-02-07T23:04Z [---] followers, [--] engagements

"Pls don't take anything I write as investment advice. I'm only sharing my thoughts and discussing stocks so I can learn from other investors and am often wrong like in this case where I took a significant loss. I sold all of my shares of $PGY after earnings bc: I no longer have full confidence in management. At the time of Q3 earnings there was a lot of talk about problems in the credit market. Despite that management was very confident and even raised guidance which caused me to believe that they aren't significantly affected by the issues in the credit market and seemed to me like an"
X Link 2026-02-11T00:17Z [---] followers, [----] engagements

"SK Hynix is becoming a trillion dollar company (not $HIMS) The main constraint is that it can't be easily bought by US investors limiting liquidity. Nomura SK Hynix Comment: SK Hynix 2026/27F Operating Profit Forecast at $130.8B / $184.8B "We estimate that commodity memory price increases in 1Q26 significantly exceeded our initial expectations. We estimate commodity DRAM/NAND prices rose +90%/+60% QoQ in 1Q substantially Nomura SK Hynix Comment: SK Hynix 2026/27F Operating Profit Forecast at $130.8B / $184.8B "We estimate that commodity memory price increases in 1Q26 significantly exceeded"
X Link 2026-02-13T09:27Z [---] followers, [---] engagements

"$PATH customer success story: customer invoice processing success rate increases from 30% to 80% thanks to Agentic orchestration UiPath customer success story: Allegis Global Solutions (AGS) a global workforce solutions provider with $1 billion+ in annual revenue increased success rate for processing invoices from 30% to over 80% using Maestro (UiPaths agent AI orchestration layer) Challenge: Handled UiPath customer success story: Allegis Global Solutions (AGS) a global workforce solutions provider with $1 billion+ in annual revenue increased success rate for processing invoices from 30% to"
X Link 2026-02-13T17:29Z [---] followers, [---] engagements

"Bought more $PGY. This doesn't make any sense unless I'm missing sth here"
X Link 2025-11-11T14:59Z [---] followers, [----] engagements

"@Vmaxpax @Stockaholic5 💯 $skyt & $cccx are my largest and 3rd largest position. Very cool companies. What are your thoughts on $CPSH"
X Link 2025-11-11T19:39Z [---] followers, [----] engagements

"$FIGR Figure Technology unveils blockchain platform for direct stock lending. Unfortunately I only own a small position. Very promising company imo. https://www.tradingview.com/news/cointelegraph:646e23917094b:0-figure-technology-unveils-blockchain-platform-for-direct-stock-lending-report/ https://www.tradingview.com/news/cointelegraph:646e23917094b:0-figure-technology-unveils-blockchain-platform-for-direct-stock-lending-report/"
X Link 2026-01-15T16:20Z [---] followers, [---] engagements

"That means virtually nothing. They also have $PRME in there for instance which is highly speculative. $100 million is pocket change for Google. Let's build out the actual bull case around neutral Agentic orchestration with planned pre-packaged solutions [----] companies building agents attempt of vertical integration in addition to horizontal hopefully outcome based pricing and all that good stuff instead of Google putting some pocket change here or there https://twitter.com/i/web/status/2016503032343646509 https://twitter.com/i/web/status/2016503032343646509"
X Link 2026-01-28T13:26Z [---] followers, [----] engagements

"$QBTS leadership aren't too concerned about $IONQ acquiring $SKYT @D27357 @genejchan I asked them a. Are they worried about cofproate espionage and them reverse engineering their chips or were they happy with their IP and legal protection. Answer they aren't concerned as very well protected. I then asked B. $IONQ surely will not continue to fabricate chips for @D27357 @genejchan I asked them a. Are they worried about cofproate espionage and them reverse engineering their chips or were they happy with their IP and legal protection. Answer they aren't concerned as very well protected. I then"
X Link 2026-01-28T19:33Z [---] followers, [---] engagements

"$QBTS re. $IONQ acquiring $SKYT: "they are now tendering other fabricators and moving suppliers won't be a hardship. They aren't researching for them just producing - so it's easy to change suppliers" I can't judge how hard it is to do the fabrication of d-wave's chips and I don't know who has the technological capabilities. So being acquired by $IONQ highly likely not great for Sondermann's vision of Skywater becoming the leading quantum foundry. Reinforces my suspicion that Unterseher wanting to cash out was the main driver of the deal on Skywater's side. The idea that Skywater will"
X Link 2026-01-28T19:51Z [---] followers, [---] engagements

"Very reasonable choices. It also wouldn't be surprising if we see a rotation out of drone stocks some time soon they have run a lot. Was thinking about $MOB it sounds interesting but for me it was simply that I didn't find the CEO convincing to me it seemed a bit like he's pumping the stock all while selling shares. Very different than the CEO of the other drone company we talked about. Btw I've sold most of my shares in that one over the last [--] weeks or so due to valuation. https://twitter.com/i/web/status/2016896012544020493 https://twitter.com/i/web/status/2016896012544020493"
X Link 2026-01-29T15:27Z [---] followers, [---] engagements

"@QGrowthCap I don't just mean today. If you look at the price action of let's say $GTLB $PATH $WIX etc. The price action has been quite similar. Reminds me of the deep seek panic a year ago"
X Link 2026-01-29T16:16Z [---] followers, [---] engagements

"Portfolio down 3% today Worst performers: $VELO -16% $FIGR -10% $PATH -6% (largest pos.) $CCCX -5% $PGY -4% (third largest pos.) Portfolio down 3.7% today. My largest position $PATH down 8%. Will post exclusively losses/red days/drawdowns to train contrarian thinking. Also I'm a little annoyed by a lot of people only posting about their winners so this is a (really pointless but I don't care) way to Portfolio down 3.7% today. My largest position $PATH down 8%. Will post exclusively losses/red days/drawdowns to train contrarian thinking. Also I'm a little annoyed by a lot of people only"
X Link 2026-01-29T22:46Z [---] followers, [----] engagements

"Non-Gnss navigation is one of the biggest issues in modern warfare. To name a few competitors: Lockheed Martin Raytheon Honeywell Northrop Grumman Safran Elbit systems Elsight maybe could do some revenue with smaller drones for commercial use cases if they integrate cellular triangulation/RF based & vision based solution + ideally 3rd party solution and if they can offer the lowest price & integrate it well. They won't be able to offer the best solution. Maybe they can make some inroads as a sort of integration layer or sth like that as well. That's the most optimistic perspective I can"
X Link 2026-02-05T19:08Z [---] followers, [--] engagements

"Good luck to the $HIMS cult. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs"
X Link 2026-02-05T23:43Z [---] followers, [---] engagements

"The question is how sustainable those margins are though if they can't keep up with the technological frontier. Commodity memory is a commodity after all. My favourite rule from commodity traders is "buy at low p/b and sell at low p/e". Specialized & increasingly customized frontier AI memory can hardly be classified as just commodity memory like DDR5 and such https://twitter.com/i/web/status/2019785776691556435 https://twitter.com/i/web/status/2019785776691556435"
X Link 2026-02-06T14:50Z [---] followers, [----] engagements

"@PhathomResearch Am aware. SBC still shouldn't be ignored though swallows a lot of cashflow and stocks are valued on future cashflow after all"
X Link 2026-02-06T15:12Z [---] followers, [--] engagements

"That guy is long $PATH 🫤 The powers that be will FAIL to keep drugs expensive no matter how hard they try to stop $HIMS from making them cheaper. Big Pharma can die for all I care. People deserve healthier lives and the freedom to make their own choices and get care without retarded regulation expense. The powers that be will FAIL to keep drugs expensive no matter how hard they try to stop $HIMS from making them cheaper. Big Pharma can die for all I care. People deserve healthier lives and the freedom to make their own choices and get care without retarded regulation expense"
X Link 2026-02-06T15:57Z [---] followers, [---] engagements

"@spacanpanman What calculation method are you using here FY [----] Net income is estimated at $100 - $150 million at $1.2 billion market cap. Revenue declined QoQ net income benefited from one off effects compared to Q3. Q1 net income projected at $15 - $35 million"
X Link 2026-02-10T15:43Z [---] followers, [---] engagements

"To be clear $PATH does NOT have a durable MOAT. There are many other companies doing orchestration including ones doing vendor/model agnostic orchestration. And there will be more doing it in the future. UiPath has a headstart and is the leading player rn. That's a first mover advantage not a MOAT. The vertical integration is also not a durable MOAT in the age of AI it's a temporary competitive edge. This is not a durable MOAT kind of investment. Rather: they have a first mover advantage & competitive edge which they can keep & even expand IF execution is extremely strong and they manage to"
X Link 2026-02-11T14:12Z [---] followers, [---] engagements

"@WealthyReadings @HatedMoats Nah the best investor is not someone unknown but Stan Druckenmiller the GOAT. The most difficult part is playing the bull market right which many do but also doing well QT environments. Doing both is super difficult most people do well in only one of the two"
X Link 2026-02-11T14:25Z [---] followers, [--] engagements

"@fundmyfund Btw what do you think about the absolute beauty that is the $PATH chart 🤣 Will this be the first ever stock price to go negative"
X Link 2026-02-12T16:18Z [---] followers, [---] engagements

"@fundmyfund $LGCY looks nice"
X Link 2026-02-13T14:39Z [---] followers, [--] engagements

"@fundmyfund health care education play; health care + education the only two sectors adding jobs as of last labour data I believe"
X Link 2026-02-13T18:17Z [---] followers, [--] engagements

"@stock_logging I feel you haha. I wrote only one deep dive so far and it's literally my worst performing asset this year ($CHA)😅. Meanwhile the rest of my portfolio is doing very well lmao. Re. Agentic AI: Where can I find more info on external/costumer-related use Thanks in advance"
X Link 2025-10-02T12:09Z [---] followers, [---] engagements

"@fedex774 @BitDigital_BTBT @SamirTabar I agree and am also invested. Counterargument would be that if you want AI data center exposure you buy $WYFI and if you want $ETH you buy $BMNR. On the other hand the narrative could also change to "Eth & AI exposure in one" - we'll see"
X Link 2025-10-02T18:26Z [---] followers, [---] engagements

"A key difference is that the current boom is mostly driven by hyper scalers that are funding it via Cashflow though right Not with debt. The hyper scalers are very profitable. I think debt is emerging in certain areas though especially with some start ups. I recently read that Goldman Sachs estimated that 28% of AI Capex is corporate debt finances. If AI can be monetized quickly and effectively enough to justify this level of spending then it might actually be mostly sustainable I believe. I personally think there are increasingly encouraging signs for that. Especially since AI is merging"
X Link 2025-11-02T06:33Z [---] followers, [----] engagements

"I'm heavily long $PATH and have been buying the dip. But when I see who else is long for instance people that mention being long $HIMS in the same post that kinda makes me question whether this is such a good idea and maybe the bears are right 😅 Also not a good sign that there seems to be a small but existing crowd (at least formerly existing immediately after last earnings) that suggested $PATH is the new $PLTR and pointing to the valuation gap as a reason that $PATH should trade at a higher multiple 🤣 Based on my margin strategy the time to allow myself get margin called has come and gone"
X Link 2026-02-05T21:23Z [---] followers, [---] engagements

"Agreed. The r/r is solid here. Although only if they rapidly monetize Maestro from now on. If I don't get convincing guidance in Q4 earnings I will reconsider. It's not even clear yet how exactly they plan on monetising agentic. I personally hope for outcome based pricing Daniel did mention it in the last earnings call. R/r might not be as good as some are suggesting though who conveniently leave out SBC for instance. Although they have guided on gaap profitability from now on. I think a long term downrating of software stocks is quite likely so Path might actually not be that cheap. All"
X Link 2026-02-06T14:29Z [---] followers, [--] engagements

"I can't judge how credible that is but this would imply fidelity of only 99.9% needed and that then scaled to less then 100k logical Qubits to break encryption. We have achieved that fidelity with trapped ion & effectively with neutral atom as well which scales better. We allegedly only need [---] logical for QC to start being useful. Not sure how far we're removed from commercially useful gate model QC but I'm confident it will be within this decade (within [--] years). Neutral Atom could theoretically scale logical Qubits very fast if coherence/fidelity + gate speed are addressed. I think we're"
X Link 2026-02-13T18:54Z [---] followers, [---] engagements

"$PGY is now my largest holding. I've been buying daily these days. Looking forward to earnings"
X Link 2025-11-04T14:56Z [---] followers, [----] engagements

"Once again @pennycheck deserves huge credit for being the first one in X to pitch and cover $SKYT. (As far as I know at least)"
X Link 2025-11-06T17:42Z [---] followers, [---] engagements

"@zephyr_z9 Physical Turing test ✅ Honestly I also couldn't to believe it's a robot😅"
X Link 2025-11-06T17:57Z [---] followers, [---] engagements

"@mvcinvesting SEC filing below for anyone wondering: https://investor.pagaya.com/sec-filings/sec-filing/8-k/0001883085-25-000191 https://investor.pagaya.com/sec-filings/sec-filing/8-k/0001883085-25-000191"
X Link 2025-11-10T12:06Z [---] followers, [----] engagements

"Why is $PGY not up more Just macro overhang It's now back to where it was like 2-3 weeks ago - after these numbers- How does that make any sense I don't get it am I missing sth here"
X Link 2025-11-10T19:38Z [---] followers, [---] engagements

"Bought more $PGY AH. This is just ridiculous"
X Link 2025-11-10T23:55Z [---] followers, [---] engagements

"Bought more $PGY. I really don't understand what the market is thinking here. I'm really wondering whether I'm missing sth here. Only things I can think of: -It's somewhat cyclical (but still a significant discount to peers despite better cyclicality protection) -credit market sentiment with the cockroach comment etc. - Pagaya clearly disproved that they are affected by this in earnings -Stock up significantly YTD so maybe some people are taking profit maybe to put into stocks with less cyclicality/macro concerns Still it used to be above $40 - and that was before the latest very strong"
X Link 2025-11-12T15:20Z [---] followers, [----] engagements

"@SimeonResearch_ Interesting thanks for sharing 🙏🏻"
X Link 2025-11-12T17:45Z [---] followers, [---] engagements

"My current portfolio: [--]. $PATH [--]. $SKYT [--]. $PGY [--]. $CCCX [--]. SK Hynix [--]. $CPSH [--]. $RKLB [--]. $YB [--]. $VELO [--]. $CLPT [--]. $FIGR [--]. $TIGR [--]. $CODI recent changes: -bought $VELO at $6.31 after seeing improved balance sheet and promising developments re. pipeline. Cool company which I've found especially interesting since new leadership stepped in and improved strategy. Doubled in [--] days lol unfortunately only small position. -bought a small position in $FIGR which is one of the most promising companies I've seen in a long time. I love the vision insane potential imo. I will be looking into buying"
X Link 2025-12-12T02:03Z [---] followers, [----] engagements

"Sth to temporarily hold instead of cash. upside of $CHAC not super big imo not in the near term/SPAC phase at least. But since I don't like holding too much cash I often hold these kinds of things for a while. Short term asymmetric trade better than holding too much cash. $CHAC is within 3% of $10.30 NAV the closest its been to NAV since DA after hitting highs of $13 on DA and trading above $11.25 just two weeks ago. $CHAC is within 3% of $10.30 NAV the closest its been to NAV since DA after hitting highs of $13 on DA and trading above $11.25 just two weeks ago"
X Link 2026-01-29T20:28Z [---] followers, [---] engagements

"I'm bullish on $CPSH but best to be careful with short term pump & dumps especially with small caps. Good idea to be patient & strategic with accumulation instead of immediately fomo-ing into every new name your favourite investing account mentions. Imo that is The most hilarious part about @aleabitoreddit stretched claims on his $cpsh posts is that he MISSES the actual re-rating driver. CPS is in midst of transitioning to a NEW AUTOMATED Factory that DOUBLES their capacity + gives efficiency gains. It's great . The most hilarious part about @aleabitoreddit stretched claims on his $cpsh posts"
X Link 2026-01-29T19:21Z [---] followers, [---] engagements

"Just initiated a significant position in $ACFN Acorn energy. Looks very solid here at possible inflection point with good downside protection and high upside. Good overview: I am also considering adding to my $REAX position before earnings. Honestly don't quite understand why there isn't more interest in the company - has huge growth runway financially well positioned and on clear path to profitability rollout of ancillary services is very slow but revenue and agent growth are great and margins are improving; maybe I'm missing sth🤔"
X Link 2025-07-28T14:02Z [---] followers, [----] engagements

"I'm out of $AL2SI 2CRSI. Sell-off is justified imo. This is a low margin business with no pricing power. I still invested bc it could nonetheless be a good business due to the enormous demand especially if they successfully expand into higher margin cloud services. But: management and execution have to be on point. I was always skeptical about their claims to be able to deliver higher margins than competitors but I still invested bc of the backlog and enormous demand which would make them a good investment as long as execution isn't a complete disaster. Unfortunately they seem to be"
X Link 2025-10-31T09:34Z [---] followers, [---] engagements

"Yes. Got any specific questions What I like about it: -Founder - led with incredible growth; founded only in [----] -CEO worked himself in tea stores since he was [--] - is clearly passionate and experienced about the business; also has a strong vision wanting to service over [---] countries -international expansion ongoing with proven internally designed expansion model -first store in US recently opened in LA - just looking on Google reviews the only criticism seems to be that people have to wait for up to [--] hour - similar to what is being seen in Singapore -stronger margins compared to"
X Link 2025-07-03T23:50Z [---] followers, [----] engagements

"$CHA Chagee Holdings: Starbucks of the east Chagee was founded in [----] by Zhang Junjie and has since scaled to over [----] stores today. During COVID when the competition was hesitating Zhang Junjie pushed forward aggressively and quadrupled the store count. He explicitly stated in [----] that his goal was to "surpass Starbucks". His vision is to supply [--] billion cups a year in [---] countries. Zhang Junjie's life story is incredible (& difficult to verify). He reportedly became homeless after being orphaned at age [--]. He found an entry level job at a bubble tea store at age [--]. At [--] he taught"
X Link 2025-07-08T19:33Z [---] followers, [---] engagements

"$KSPI high-margin super app company from Kazakhstan is expanding to Turkey If you go shopping or buying groceries in Kazakhstan you arent asked Card or Cash but Kaspi or Cash Kaspi is used for contactless payments via QR codes. It's so dominant that I have even heard anecdotal stories about tourists who have to always carry a lot of cash around as payment methods other than Kaspi (even Visa or Mastercard) are sometimes not accepted in some parts of Kazakhstan (foreigners cant access Kaspi). The offered services range from peer to peer transfers personal finance e-commerce and consumer loans"
X Link 2025-07-21T21:29Z [---] followers, [----] engagements

"How $CHA Chagee managed to achieve a remarkable comeback in Singapore: 📅 Launch & Expansion: CHAGEE (formerly "Ba Wang Cha Ji") entered Singapore in [----] via franchise partnerships quickly expanding to [--] stores islandwide. Its signature drinks (e.g. Jasmine Green Milk Tea) and promotions like "Tear & Win" (offering luxury prizes like YSL cosmetics) fueled rapid popularity. Fanbase Growth: Developed a cult following with customers even traveling from Malaysia to Singapore for its drinks. Stores operated as grab-and-go kiosks with no seating focusing on speed and convenience. Limitations:"
X Link 2025-07-23T20:58Z [---] followers, [---] engagements

"Global matcha hype shows that there is strong demand for coffee alternatives. Couldn't find a good way to invest in matcha. But: $CHA Chagee management is publicly talking about wanting to challenge coffee as the daily work/productivity drink of choice with their tea products. I think especially green tea has a lot of potential in that regard. Chagee is exploring different product variations such as tea latte pure tea to directly challenge coffee as work/productivity drink and green/black tea with 50% less caffeine in order to establish chagee as afternoon/evening drinks. Global matcha"
X Link 2025-07-26T11:56Z [---] followers, [----] engagements

"I think a reason could also be that 97.5% of revenue is generated in China. $Cha is only listed in the US; Mixue & co. are listed in China where they are well known. Private investor selling is certainly also plausible but I don't know which private investor sells at these prices. But price movement with these vertical drops and then normalisation does look like it. Earnings are gonna be interesting for sure"
X Link 2025-07-28T17:11Z [---] followers, [---] engagements

"Bought more $CHA Chagee. $KSPI Kaspi had solid earnings as always despite some macro headwinds. I'm very excited to see what they do in Turkey once they get their banking license approved (apparently due in next couple of months). Turkey has more than 4x the GDP of Kazakhstan. Kaspi is currently serving around 15mio people and is aiming to service 100mio. (Turkey has population of 85mio people) Kaspi is highly profitable and CapEx-light; their net profit margin in Kazakhstan is 37.6%. The e-commerce infrastructure of Hepsiburada is pretty good but their margins and fintech & other services"
X Link 2025-08-05T15:17Z [---] followers, [----] engagements

"$ACFN Acorn Energy absolutely killed it. Big thanks to @nowallaby9822 for drawing my attention to this great company $ACFN: Remote Monitoring and Control Provider Acorns Q225 EPS of $0.28 Up 155% on 55% Revenue Growth; Investor Call Today at [--] a.m. ET. Dial-in Number: 1-844-834-0644. #Generators #Monitoring https://t.co/QUNy2pSwn7 $ACFN: Remote Monitoring and Control Provider Acorns Q225 EPS of $0.28 Up 155% on 55% Revenue Growth; Investor Call Today at [--] a.m. ET. Dial-in Number: 1-844-834-0644. #Generators #Monitoring https://t.co/QUNy2pSwn7"
X Link 2025-08-07T12:46Z [---] followers, [----] engagements

"$REAX Real Brokerage inc Q2 results: First-ever quarter of positive net income✅ -Revenue: Increased to $540.7 million marking a 59% increase year-over-year from $340.8 million in Q2 [----]. 🟢 beat -Net Income: The company achieved a positive net income of $1.5 million a significant improvement compared to a net loss of $(1.1) million in Q2 [----]. 🟢 beat -Earnings Per Share (EPS): Basic and diluted EPS were $0.01 a turnaround from a loss per share of $(0.01) in Q2 [----]. -Gross Profit: Reached $47.9 million a 50% increase from $31.9 million in Q2 [----]. -Adjusted EBITDA: Was $20.0 million a"
X Link 2025-08-07T13:14Z [---] followers, [----] engagements

"I feel you 😅 Especially when it's the first ever profitable quarter. I think $PGY can be partly explained by the run-up. A lot of people are happy with the 2x or whatever they just got and are taking profit here. Same with $ACFN (which I'm holding) eg. With $REAX I'm really not quite sure what's going on 🤔"
X Link 2025-08-07T17:52Z [---] followers, [---] engagements

"$ACFN looks like a nice shakeout Tempted to buy more. Earnings were great"
X Link 2025-08-07T18:21Z [---] followers, [---] engagements

"@shravanrayhaan They don't even compete ;) Mixue offers cheap sugar water and Cha premium tea. Chagee's competition is Heytea and other premium tea chains. Chagee is far cheaper and has bigger growth runway imo that is"
X Link 2025-08-08T10:04Z [---] followers, [---] engagements

"@mvcinvesting $ACFN (not founder-led but fulfills other requirements) $KSPI (Market cap $17B but still undervalued and overlooked & fulfills all other requirements) $ALVO Might also want to revisit $REAX just had their first profitable quarter ever"
X Link 2025-08-10T11:02Z [---] followers, [----] engagements

"I'm very worried about $CHA here. They do have a whopping. [--] out of their over [----] stores in the US. Makes a lot of sense that stock price is falling on US inflation data today. Added some more here. Very thankful to the sellers 🤝🏻"
X Link 2025-08-14T13:53Z [---] followers, [---] engagements

"What I'm concerned about with this business model is margins. It looks like a small Wiwynn and they struggle a lot with margins despite economics of scale. Have only glanced at 2RCSI so far but that would severely limit upside by the looks of it. How do you see that Can they improve margins I don't see how they would achieve better margins than Wiwynn but I might be misunderstanding or missing sth here. https://twitter.com/i/web/status/1956125062873969053 https://twitter.com/i/web/status/1956125062873969053"
X Link 2025-08-14T22:45Z [---] followers, [---] engagements

""Management is now shifting operational focus from opening new stores to driving same store sales growth and overall performance." I think that is missing a big part of the story and imo it's unlikely that same store sales in Chinese leisure tea market will increase significantly from here. In fact I wouldn't be surprised if they decrease a little as they come from a very high level. What they can improve is efficiency which they are doing eg by outsourcing store cleaning. But the Chinese leisure milk tea market is mostly saturated their number of stores has reached the amount of malls within"
X Link 2025-08-17T21:29Z [---] followers, [---] engagements

"Very important step for $IINN: Patent approval of core technology of Flagship system ART500 approved in US until [----] - with [--] novel claims found This lays the groundwork for commercialization of this next-gen system. IINN is planning to disrupt a $20 Billion market. Market cap is presumably still below $40 million although IINN recently registered $75 million in future possible share issuance at a time of their choosing which I assume started a few days ago and positive news days like this will likely be used to further raise funds. Of course this is completely normal for an early stage"
X Link 2025-08-22T13:21Z [---] followers, [---] engagements

"@stock_logging Btw. There are still some interesting ones around imo. For instance: $GAMB $NIC.V $CHA $KSPI HSBK.L"
X Link 2025-08-25T16:39Z [---] followers, [---] engagements

"Very reasonable concerns that I also share. However uncertainty is sometimes a good opportunity. For $GAMB specifically I think that the AI search disruption concern might be overblown the problem here is rather the Google search algorithm changes - the AI search concern is probably the main reason the stock is so cheap - but not responsible for the recent earnings numbers or slightly lowered guidance. Also they are diversifying very well. Another issue is acquisition related costs which were responsible for the net loss in Q2. So the stock is cheap for a reason but I think the management is"
X Link 2025-08-25T18:10Z [---] followers, [---] engagements

"Buying the dip on $CHA Chagee today. Down in sympathy with Mixue and Guming who are more than double the multiples and have rallied strongly before earnings - sell the news and Chagee is down in sympathy Ironically Chagee is down slightly more than the companies that it is selling off in sympathy with. I think the price action of Chagee might actually be due to the fact that it is listed in the US not China. Seems absurd but is my best explanation. Of course I might also just be completely wrong about the company - we'll see. My Investment Thesis for $CHA Chagee holdings. It's [--] pages long"
X Link 2025-08-27T15:13Z [---] followers, [----] engagements

"$CHA Q2 earnings were very disappointing but imo not as bad as it looks at first glance. A big role seems to have been the price wars / subsidies in the Chinese delivery market which chagee resisted to preserve its premium brand image. Guming and Mixue benefited from that and chagee suffered. This situation cannot go on indefinitely. I underestimated this trend. Gross margin remained solid but SSS is a worrying trend regardless. The question is whether this trend is due to delivery subsidies to the competition which definitely played a role but is temporary - or due to natural"
X Link 2025-08-29T16:00Z [---] followers, [---] engagements

"I just uploaded my analysis of Chagee's Q2 on Substack: Constructive feedback would be appreciated. Summary: This was a weak quarter & the outlook for the rest of the year is rather poor as well. The main problem remains SSS (Same Store Sales) with -7% QoQ decline which is an alarming 31% annualised despite Q2 being seasonally stronger than Q1 although this can be mitigated by an issue that is temporary (*1). At the same time core operations remain at strongly profitable & at least some part of the currently poor performance is impacted by temporary headwinds even though some problems are"
X Link 2025-09-01T22:35Z [---] followers, [----] engagements

"The market seems to be panicking with regards to $CHA Chagee. Drinking a cup of jasmine green tea and staying calm might be advisable to some people ;) I listened to the earnings call [--] times and thought about it extensively and I more and more like the management's current strategy of staying out of the price wars and doubling down on quality and supply chain. I already have invested a large portion of my stock portfolio in Chagee but might be inclined to double down if stock price drops further. I am certainly not thinking about selling below [--] rn. If it were a smaller position I would"
X Link 2025-09-02T14:15Z [---] followers, [----] engagements

"I have been and am considering that possibility and you may be right. Nonetheless my thought process here is the following: [--]. Gross margin increased to 53.9% this quarter [--]. As far as I understand most of the subsidies are currently paid by the e-commerce platforms not tea chains so profit margin would barely suffer (as can be seen with guming luckin & mixue) and sales benefit. The problem is that if operations & costumers become accustomed to these discounts & the e-commerce platforms stop paying the subsidies (as is bound to happen sooner or later) that will result in obvious problems with"
X Link 2025-09-02T19:38Z [---] followers, [---] engagements

"I sold all of my $NU today. Bought it in February after earnings when there was this absurd panic bc of temporary peso devaluation. Forward pe of [--] or so is fair value so I see better opportunities in the market rn even though the chart looks like it has some room to the upside - there are just much better options imo. I have a similar situation with coupang although I believe it trades a bit below fair value I'll probably sell it over the next few weeks. Bought it back during that lame coup attempt in SK together with SK Hynix which I'm going to continue to hold and actually recently"
X Link 2025-09-03T20:54Z [---] followers, [----] engagements

"$IINN Inspira technologies is the only stock I know where investors fear positive news 😅 I really hope that they will use that money well. I always remind myself that they at least can't dilute below $1. At the same time they still have over $70 million to drop on shareholders over the next [--] years. Hopefully my patience will pay off at some point 😅 https://twitter.com/i/web/status/1966163396102893707 https://twitter.com/i/web/status/1966163396102893707"
X Link 2025-09-11T15:34Z [---] followers, [---] engagements

"I built on my starter position in $PPIH today. The quarter looks good to me. Backlog (which grew nicely) is more important to me here than the quarterly bottom-line especially when it's related to one-offs. The AI/data centre angle is the main reason I bought this - the gulf states are going to spend a lot of money on that especially the Saudis. If the rest of the business remains at least stable and the AI angle properly starts paying off within the next 2-3 quarters it looks very solid to me here. I'm just not sure why they talk about considering selling the company () - that seemed kinda"
X Link 2025-09-15T21:27Z [---] followers, [----] engagements

"Coherent corp $COHR is an interesting and important AI player that I've owned in the past and might revisit in the future. Currently there are better AI infra investments imo. While some formerly overlooked ones like $MU or $STX are approaching fair value SK Hynix is still severely undervalued imo. 1) They had the first mover advantage on HBM and have retained the technological superiority to this day. They keep moving forward instead of getting complacent. 2) The leadership and their strategic choices are superior to Samsung & Micron as I see it. Both have been sloppy on HBM (especially"
X Link 2025-09-18T00:32Z [---] followers, 10.8K engagements

"SK Hynix is still undervalued imo. Apart from the first mover advantage I believe that they have superior management compared to micron & samsung. Both got sloppy with short term cost savings and trying to do everything in-house while SK Hynix is pragmatic and spends more money when it must plans long-term and partners when appropriate eg. with TSMC for HBM4 - even if it's costly - as long as they are leading the sector they can pass it on to the costumer. Samsung Electronics HBM4 CS Sample Shipment in November Yield Issues Remain a Drag Samsung Electronics HBM4 12-high developed based on"
X Link 2025-09-19T08:57Z [---] followers, 12.5K engagements

"Just bought significant amount $BTBT Bit digital. $WYFI up 12% $BTBT flat even though they own over 70% of $WYFI. Combined with their $ETH holdings total assets are at 120% of market cap. Will buy more as long as it stays like this"
X Link 2025-09-19T14:07Z [---] followers, [---] engagements

"Bought $CLPT at $16.8. Also managed to snatch some $QURE pre-market at 36$. Huge credit to @mvcinvesting. Truly one of the best investors on X. He's been writing about $CLPT for some time now. This was the data I needed to be fully convinced. @mvcinvesting was also an early investor in -Rocket lab -Hims -Nebius As far as I know Pretty incredible"
X Link 2025-09-24T14:30Z [---] followers, [----] engagements

"$IINN Inspira technologies will present their HYLA blood sensor at the ELSO (Extracorporeal Life Support Organization) US conference starting tomorrow. Inspira has HYLA distribution agreements in the US and Europe at a total value of at least $85.1 million (conditioned on regulatory approval). HYLA will presumably be submitted for approval in the coming months and hopefully be approved by mid [----] when it could start generating revenue. Inspira will also showcase its ART100 life support system which has already received confirmed orders worth $49.5 million to date. At least $27 million of"
X Link 2025-09-26T18:36Z [---] followers, [---] engagements

"HBF Race heating up. Samsung should certainly be well positioned technologically for HBF but let's not forget management/leadership. Samsung would have enormous potential (in hbf & AI memory in general) thanks to capital NAND market position foundry etc. but the leadership has been very poor in recent years imo. SK Hynix's leadership on the other hand has proven to be very competent in recent years and I think recent strategic decisions point to that trend continuing. To my understanding that has also helped them secure superior human capital as it has become Nr. [--] desired workplace in"
X Link 2025-10-01T11:02Z [---] followers, [----] engagements

"I opened a significant position in 2CRSI $AL2SI yesterday at cost average of [----]. It's around 10% of my stock portfolio now. It's a typical data center AI infra play that has been overlooked so far despite the catchy name. Backlog exceeds $500 million now most of that will be recognised this and next year to my understanding. New contract alone is worth $290 million. Market cap is around $275 million. Management thinks that they will be more profitable than peers. We'll see - but even if they aren't fair value should be $20+ imo as long as execution goes well. Bought a small position in $PGY"
X Link 2025-10-01T21:02Z [---] followers, [----] engagements

"O shit $CHA Chagee is having a green day - top must be in 🤣"
X Link 2025-10-02T16:59Z [---] followers, [---] engagements

"@justkissmyRezpe True I fact checked it and it is clear that they will also be driving drug discovery breakthroughs via synergy between quantum AI nuclear energy space lasers deep sea mining rare earths and autonomous Thorium powered AI robots. At least 20000x in the next [--] years"
X Link 2025-10-02T20:59Z [---] followers, [---] engagements

"I can't really access the Korean market :( Many interesting companies. My only Korean holding SK Hynix has been performing pretty well & I've made some money with Coupang. I'd love to access the broader Korean market as well there are some interesting companies. Unfortunately Korea also seems to be becoming the new Japan with regards to demographics which is less positive 😅"
X Link 2025-10-04T13:28Z [---] followers, [----] engagements

"Yeah I think the decisive issue will be how quickly & successfully AI can be monetized. Pure LLMs (or video & image generation) are not gonna provide enough commercial benefit to justify current spending levels imo. But agentic and embodied AI have enormous commercial potential in my view. The question is how quickly that materializes. I do see some promising signs but also some worrying ones. But I currently don't think it can be plausibly compared to the dot-com bubble"
X Link 2025-10-04T14:50Z [---] followers, [---] engagements

"what a stupid 'argument' The corporate office is in burnaby canada you genius not gonna argue about $QUBT and I'm not saying that d-wave is undervalued but it's also not a scam"
X Link 2025-10-04T16:04Z [---] followers, [----] engagements

"@MartinShkreli I respect your on pharma/biotech but equating $QUBT with $QBTS is lazy at best. corporate office is in burnaby Canada. CEO doesn't do the engineering. Not gonna argue about $QUBT & I'm not saying that d-wave is undervalued but it's also not a scam https://www.youtube.com/watchv=zDotDiK2UuY https://www.youtube.com/watchv=zDotDiK2UuY"
X Link 2025-10-04T16:26Z [---] followers, [----] engagements

"Bought a significant amount of $zomd.v in recent days averaged up to $2.10. Still very cheap if execution holds up. Bought some $PPIH liked what I saw on @KyleAdamsStocks's writeup on substack. Also added $PGY on the current dip (buying opportunity). Cost $ average [----]. Also significantly increased my position in $CCCX averaged up to $16.87. I think the current market meltup continues for a few months. In that case $cccx will probably triple from there. Important to note that - at least to my understanding - they're not actually providing commercial value in Quantum computing but rather"
X Link 2025-10-07T18:59Z [---] followers, [----] engagements

"I'm aggressively buying $ASAN and particularly $CODI today. $ASAN Asana Inc has great downside protection bc of sticky core business. Downside is very well protected here imo at most 10%. Upside very high if they can execute well on agentic AI. - asymmetric Cost $ average: [-----] $CODI - magnets supply chain without China Big thanks to @pennycheck who did great work covering it. Not without risk stock down recently due to financial fraud in Lugano subsidiary. Management has acknowledged that and is dealing with it. How well they will ultimately handle it remains to be seen but I'm giving them"
X Link 2025-10-10T18:25Z [---] followers, [---] engagements

"Thoughts on $CODI Subsidiary Arnold produces high-performance permanent magnets including neodymium-based rare earth ones used in electric vehicles wind turbines and defense applications. Arnold has secured stable rare earth supply chain ex China. Stock down recently due to financial fraud in different subsidiary which seems to be priced in"
X Link 2025-10-12T13:02Z [---] followers, [---] engagements

"🤣 lmao telling anecdote. Germany is now running a deficit in the automotive sector. But at least the 19th sanctions package against Russia is on the way. Europe is turning itself into a museum for absolutely no rational reason. Would be an interesting psychological case study. https://www.google.com/amp/s/amp.scmp.com/news/china/diplomacy/article/3326504/car-trade-reverse-germanys-trade-deficit-china-jumps-143-cent Who could have imagined this ten years ago Today Germany is running a trade deficit with China in the automotive sector. Does that even make sense https://t.co/oSVGupsFM7"
X Link 2025-10-20T17:36Z [---] followers, [---] engagements

"I've been building a somewhat sizable position in $PGY Pagaya below $30. Everything is pointing towards them absolutely crushing earnings imo"
X Link 2025-10-22T22:01Z [---] followers, [---] engagements

"@pennycheck The shorts are far more retarded than any quantum bull. Anyone shorting $CCCX or $QBTS that are making actual progress when you literally have a former beverage company you can short probably listened [--] min to Martin Shkreli looked up the revenue & think they're Michael Burry"
X Link 2025-10-23T01:38Z [---] followers, [----] engagements

"@genejchan 😂 what a bunch of clowns. Think they are Michael burry after 5min of "DD""
X Link 2025-10-23T04:52Z [---] followers, [---] engagements

"@jrouldz At this point half the reason I'm in quantum is entertainment lmao. Never gets boring that's fs"
X Link 2025-10-23T16:51Z [---] followers, [---] engagements

"Now let's hope that $CODI doesn't go bankrupt and we triple imo. Arnold has secured a dependable rare earth #magnet supply ensuring stability and exceptional service despite global export restrictions. Our trusted relationships set us apart. Read our blog to learn more: https://t.co/p7BlCpR2Z5 https://t.co/xEgw2JG5OG Arnold has secured a dependable rare earth #magnet supply ensuring stability and exceptional service despite global export restrictions. Our trusted relationships set us apart. Read our blog to learn more: https://t.co/p7BlCpR2Z5 https://t.co/xEgw2JG5OG"
X Link 2025-10-24T13:13Z [---] followers, [---] engagements

"@Jukanlosreve 🎉 Thanks for what you do mate. You're one of the most interesting & helpful accounts on X. Your work is much appreciated 🙏🏻"
X Link 2025-10-24T22:39Z [---] followers, [---] engagements

"The gulf states are going to pump ungodly amounts of money into AI. If they're spending billions on football players and artificial islands one can only imagine what they'll spend on AI . $PPIH $Al2SI Saudi Arabia is shifting investment away from Neom the $500B futuristic megacity in the desert with its planned 100-mile Line and moving more capital into AI high-tech manufacturing and major development in Riyadh where the economic payoff is faster. https://t.co/4ysuiKm20x Saudi Arabia is shifting investment away from Neom the $500B futuristic megacity in the desert with its planned 100-mile"
X Link 2025-10-25T18:26Z [---] followers, [---] engagements

"Added more $PGY today. Everyday it stays under [--] I'm adding. Reduced stake in $IINN. Interesting pipeline but I've lost confidence in the leadership. Also reduced stake in $CODI. Still no news re. restatement. Bankruptcy risk increases every day. It seems that they will have to ask for another extension. Both at slight to moderate loss (-20% -10%). Otherwise bought (mostly last week): - $XPEV Xpeng: very interesting company Not just another fast growing chinese EV company but has a very strong software stack especially interested with regards to autonomous driving including in complicated"
X Link 2025-10-27T22:38Z [---] followers, [----] engagements

"Great day for $CCCX Infleqtion today - at least in terms of value. Price will follow sooner or later imo"
X Link 2025-10-28T17:36Z [---] followers, [---] engagements

"SK Hynix with another incredible quarter 🕺 -Revenue up 39% YoY reaching $17.5 billion -Net income up 119% YoY reaching $8.8 billion -Record operating margin of 47% -Record net profit margin of 52% HBM4 mass production about to begin. Competition still ambiguous about yield (cough Micron). Shout-out to Goldman Sachs https://news.skhynix.com/sk-hynix-announces-3q25-financial-results/ https://news.skhynix.com/sk-hynix-announces-3q25-financial-results/"
X Link 2025-10-28T23:43Z [---] followers, [---] engagements

"@jpmontero88 💯 I made the exact same choice. Was always skeptical about how they would accomplish higher margins than Wiwynn for instance but still invested due to sheer backlog and demand. All they had to do was basic execution which they unfortunately failed"
X Link 2025-10-31T09:41Z [---] followers, [---] engagements

"Lmao if SK Hynix becomes a trillion dollar company I will never stop making fun of Goldman Sachs and Morgan stanley. Am I seeing this right Is Nomura actually saying that in [----] SK hynix will have a higher operating profit than TSMC What the helldoes that even make sense https://t.co/xHzUmuXGtB Am I seeing this right Is Nomura actually saying that in [----] SK hynix will have a higher operating profit than TSMC What the helldoes that even make sense https://t.co/xHzUmuXGtB"
X Link 2025-11-01T11:41Z [---] followers, [---] engagements

"@leonidragozin "Europe getting dragged into Americas conflict to the point of no-return and at the expense of its own future - only to see the US withdraw from that conflict." European "strategic" thinking in the last [--] years in a nutshell 🎯"
X Link 2025-11-02T10:31Z [---] followers, [----] engagements

"OPEC of AI memory in the making Exclusive: Samsung delays DDR5 contract pricing to mid-November as spot prices triple Memory shortages are intensifying as major cloud service providers (CSPs) continue expanding capital expenditures with AI demand increasingly squeezing supply. Industry sources reveal that https://t.co/jgSMjkSdsQ Exclusive: Samsung delays DDR5 contract pricing to mid-November as spot prices triple Memory shortages are intensifying as major cloud service providers (CSPs) continue expanding capital expenditures with AI demand increasingly squeezing supply. Industry sources"
X Link 2025-11-03T06:42Z [---] followers, [----] engagements

"I think we have to differentiate between the different AI memory companies. Commodity DRAM/NAND is a commodity after all so that will still ultimately be cyclical. Will specialized frontier AI memory turn into a commodity though Very unlikely It's very complex difficult tech with a new generation every year or so So whoever leads in that area can be valued more via forward pe than pb imo. Certain trends such as increasing customisation amplify this trend. SK Hynix therefore continues to be my clear favourite. With Samsung and Micron I'm less confident about pricing power & profit margins"
X Link 2025-11-03T10:09Z [---] followers, [----] engagements

"Bought more $SKYT pre market. After these incredible results and beat & raise EBITDA next year will likely be $80-100 million imo possibly more. Profitability was my main concern with the current expansion period. Not anymore. Absurdly the stock is now where it was a few weeks ago before these earnings results. Significantly undervalued imo. In other news decade long partner d-wave $QBTS today announced: "Completed the fabrication of fluxonium qubit chips and superconducting control chips and are currently bonding the two to demonstrate scalable control of gate model qubits. D-Wave expects"
X Link 2025-11-06T14:25Z [---] followers, [----] engagements

"My largest holdings rn: [--]. $SKYT [--]. $PGY [--]. $CCCX [--]. SK Hynix [--]. $ZOMD.V [--]. $SNDK [--]. $CPSH [--]. $NKTR [--]. $CLPT [--]. $PATH [--]. $BMNR [--]. $RKLB [--]. $YB Also holding: $WDC $XPEV $KSPI $QBTS $ATAI $GLXY $CODI $TIGR $CRVS $PPIH And some small starter/monitor positions"
X Link 2025-11-07T13:35Z [---] followers, [----] engagements

"Closed my position in $KSPI. Not happy with earnings and especially not happy with Turkey expansion so far. I like the company and the CEO though so I might reopen a position once the macro situation in Kazakhstan improves and/or the Turkey expansion picks up. Rotated into $PGY at $28 (why isn't this at ATH I feel like I must be missing sth here. Seems to be just macro overhang but shouldn't that be pretty much debunked now Weird imo) Re-opened a small position in $SE and initiated a small position in $HRW I like both companies and have been watching them for some time Both about to report"
X Link 2025-11-10T20:22Z [---] followers, [---] engagements

"Lmao $PGY is now below where it was before earnings 😂 This might be the most irrational reaction to an earnings result that I've ever seen. Buying more"
X Link 2025-11-13T15:33Z [---] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing