@InvestorVideos Colin TedardsColin Tedards posts on X about ai, in the, $iren, $uber the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks 54.29% technology brands 44.76% finance 20.95% automotive brands 3.81% countries 2.86% fashion brands 2.86% celebrities 2.86% cryptocurrencies 1.9% social networks 0.95% luxury brands 0.95%
Social topic influence ai 13.33%, in the 9.52%, $iren #224, $uber #1235, $hims #351, $orcl 6.67%, meta 6.67%, $adbe #144, $nvda 6.67%, $avgo 6.67%
Top accounts mentioned or mentioned by @billlycakes @stonefoxcapital @financewithjoe @cellsnterlinked @brokenearth10 @grok @errorcode0699 @rohitsh45179681 @remotenavigator @tkmoono @bvrrkin @mmeyers81 @flipcuplegend @eryu_r @artanisthegreat @hansmokeniemann @piecesofal @platformb @rolex @minofopts
Top assets mentioned Iris Energy Limited (IREN) Uber Technologies, Inc. (UBER) Hims & Hers Health, Inc. (HIMS) Oracle Corporation (ORCL) Adobe, Inc. (ADBE) NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) Nebius Group N.V. Class A Ordinary Shares (NBIS) Alphabet Inc Class A (GOOGL) PayPal Holdings Inc (PYPL) Duolingo, Inc. (DUOL) RAI Finance (SOFI) Metadium (META) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) CoreWeave, Inc (CRWV) Tesla, Inc. (TSLA) Intel Corporation (INTC) TeraWulf Inc. (WULF) Cipher Mining Inc. Common Stock (CIFR) IBM (IBM) Lyft, Inc. Class A Common Stock (LYFT) Arista Networks Inc (ANET) Taiwan Semiconductor (TSM)
Top posts by engagements in the last [--] hours
"Google on the neoclouds: $IREN $NBIS $WULF $CIFR don't actually create a ton of value. Once you realize this you can't unsee it"
X Link 2026-02-05T02:25Z [----] followers, 27.3K engagements
"lol no one is calling on $IREN to build software"
X Link 2026-02-06T01:09Z [----] followers, 11.4K engagements
"$HIMS no moat & no product (no joke) $DUOL SaaS that u can vibe code $IREN PENNY STOCK $CRWV will need more $$$$$ $META Will rule AI slop $ORCL beep beep truck unlocks $UBER told you $ADBE patience $SOFI keep waiting $PYPL lmfao"
X Link 2026-02-09T02:51Z [----] followers, 16.1K engagements
"Gave $UBER bulls a warning this was coming over a year ago. The comments on that video arent aging well at all :( In the age of AI knowing all the finance [---] metrics - heres what really will matter: ๐ Forecasting Bonus: Counter trend trades because the Ai cant forecast"
X Link 2026-02-11T19:52Z [----] followers, [----] engagements
"๐จNOT GOOD๐จ $ANET saying they are going to be "more careful" working with crypto miners that converted to AI Neoclouds Suppliers not working with these companies is a bad sign. $IREN $WULF $CIFR"
X Link 2026-02-13T15:32Z [----] followers, [----] engagements
"@brokenearth10 I like how youre thinking"
X Link 2026-02-15T18:05Z [----] followers, [---] engagements
"@HansMokeNiemann I remember Danya's interview with you after a big online match you won. I did not know much about him but left there impressed with how classy he was. After that I enjoyed his videos and whenever he would commentate. Very sad day"
X Link 2025-10-21T02:29Z [----] followers, 32.1K engagements
"Shopping ads enter the chat $AMZN"
X Link 2026-01-29T21:02Z [----] followers, 13.6K engagements
"@grok Of the [--] names I listed: $HIMS $DUOL $UBER $ADBE $PYPL Place one you think fits into each category and why: 1: Yolo Hodl 2: Buying the dip 3: Sell 4: [----] comeback story 5: 100% COOKED"
X Link 2026-02-03T21:03Z [----] followers, [----] engagements
"@piecesofal_ Yes this is my view today. I think its still a bit too early to know how other SaaS works out but the data layer seems poised to capitalize on the AI shift. Cybersecurity also"
X Link 2026-02-09T00:26Z [----] followers, [--] engagements
"@platformb Claude got me to use/open power point for the first time in [--] years. The excel plugin is quite well done too"
X Link 2026-02-11T14:02Z [----] followers, [---] engagements
"@financewithjoe Companies dont report sentiment and I think in the ai era judging that will get the most alpha"
X Link 2026-02-11T20:14Z [----] followers, [---] engagements
"@financewithjoe My argument wasnt winner take all. Its dominant #1 sharing the road. Thats sentiment that wasnt priced in"
X Link 2026-02-11T21:01Z [----] followers, [---] engagements
"@billlycakes @cellsnterlinked my Tesla just drove [--] miles and I was on Claude the entire time"
X Link 2026-02-12T01:11Z [----] followers, [--] engagements
"@errorcode0699 Sentiment was disrupted. Anyone can look at the financial. Even AI"
X Link 2026-02-12T14:06Z [----] followers, [--] engagements
"@billlycakes @cellsnterlinked Sentiment moves faster"
X Link 2026-02-12T14:08Z [----] followers, [--] engagements
"@billlycakes @cellsnterlinked Wrong scorecard for sentiment. Its not Tesla and one city. Its the entire group and about [--] cities. Thats all the industry really needs to scale"
X Link 2026-02-12T14:27Z [----] followers, [--] engagements
"@Stonefoxcapital Those contracts actually dont work well with memory prices surging construction and supply bottlenecks that have gotten worse since the deals were signed. If youre last in like ANET - do you commit sell to Meta or IREN The choice is easy"
X Link 2026-02-13T19:32Z [----] followers, [---] engagements
"@Stonefoxcapital Well they still have to prove they can deliver for their [--] customer. So if youre ANET do you have time to wait Nope"
X Link 2026-02-13T20:05Z [----] followers, [--] engagements
"New Year's Day LIVESTREAM: [----] Stock Market Outlook https://x.com/i/broadcasts/1vAxRQBMnOvJl https://x.com/i/broadcasts/1vAxRQBMnOvJl"
X Link 2026-01-01T21:01Z [----] followers, 16.3K engagements
"Posted this video a year ago. $UBER"
X Link 2026-02-04T17:16Z [----] followers, [----] engagements
"$IREN Conference Call ๐ฉMASSIVE Red Flags ๐ฉ Negotiations when the datacenter market is red hot Pivot to air cooled word salad ๐คฎ when asked about Capex No contracts signed This is a penny stock by April"
X Link 2026-02-06T01:09Z [----] followers, 99.3K engagements
"Question: whats future Capex look like Answer: (lol these guys know they are so cooked)"
X Link 2026-02-06T01:09Z [----] followers, 10.4K engagements
"AI agents will create a resurgence of on-prem demand. Thats because theyll be your employees doing critical roles inside an org. Most will not want that data in the cloud. On prem LLM data + agents is going to be huge. IBM wins a ton of that business by default. Are investors finally beginning to connect the AI-risk dots at $IBM Particularly given its India-centric body shop model and recent software acquisitions. Still trading at a premium to the hyperscalers. Are investors finally beginning to connect the AI-risk dots at $IBM Particularly given its India-centric body shop model and recent"
X Link 2026-02-13T00:20Z [----] followers, [----] engagements
"IREN under quoted what its going to cost to build the MSFT supply. They have no expertise doing a high end data center to spec thats liquid cooled. A pivot to air cooled is commodity pricing - not something to brag about like the executives did. The CEO is relying on its investors not knowing the difference"
X Link 2026-02-13T16:36Z [----] followers, [---] engagements
"@rohitsh45179681 Thats true when its not 24/7 workload with local LLM and data"
X Link 2026-02-13T18:20Z [----] followers, [--] engagements
"$HIMS rolled over $DUOL rolled over $SOFI rolled over $NBIS rolled over $IREN rolled over $META BACKED UP THE MF TRUCK"
X Link 2026-01-30T18:23Z [----] followers, [----] engagements
"Adobe has reached the line in the sand. BUYING Adobe Stock Now Is A MISTAKE But there's a clear BUYING ZONE coming. ๐ $ADBE just confirmed a new lower-low (that's not good) BUT $260 Level ($50 Lower) should be support https://t.co/JeZmGUsZwn BUYING Adobe Stock Now Is A MISTAKE But there's a clear BUYING ZONE coming. ๐ $ADBE just confirmed a new lower-low (that's not good) BUT $260 Level ($50 Lower) should be support https://t.co/JeZmGUsZwn"
X Link 2026-02-03T17:00Z [----] followers, 16.7K engagements
"Hey @grok investors were super bullish on this app about these names: $HIMS $DUOL $UBER $ADBE and $PYPL but now the charts are cooked . what happened"
X Link 2026-02-03T20:57Z [----] followers, 11.1K engagements
"taiwan semiconductor rn"
X Link 2026-02-06T00:16Z [----] followers, [----] engagements
"This is why you keep waiting on stocks with loan books like $SOFI"
X Link 2026-02-10T17:44Z [----] followers, [----] engagements
"Investigative journalist is going to become one of the highest paying jobs in the country over the next [--] years. Too bad 50% of the employees at these newspapers arent capable of it"
X Link 2026-02-10T20:04Z [----] followers, [----] engagements
"I'd be shocked if there's not waiting lists and shortages of desktop/laptop computers soon. The average person - and investor has no idea what's happening. Lock in folks"
X Link 2026-02-15T16:30Z [----] followers, [----] engagements
"Posted a YouTube video about this - as Im seeing this trend rapidly accelerating. Comment section (as usual) is weeks/months behind and pushed back. The world is moving at 10x pace and most humans havent caught up. Lock in folks. btw we spoke to a company yesterday that's at the scale of [-----] devs they are looking at these numbers and going W T F and they're moving inference to their own gpu cluster with open source models there isn't infinite budget and appetite for this stuff btw we spoke to a company yesterday that's at the scale of [-----] devs they are looking at these numbers and going W"
X Link 2026-02-15T18:18Z [----] followers, [----] engagements
"The number of people on this app who don't own a Tesla or have tried Full Self-Driving yet feel qualified to critique it is like someone without kids telling parents how to raise theirs. Seriously shut the fuck up. $TSLA"
X Link 2025-02-05T19:31Z [----] followers, [----] engagements
"it was a good run $PLTR investors ๐ซก Jim Cramer: I can't recommend GameStop $GME. you should buy Palantir $PLTR. Jim Cramer: I can't recommend GameStop $GME. you should buy Palantir $PLTR"
X Link 2025-02-06T17:32Z [----] followers, [----] engagements
"The Nike $NKE CEO is doing big things guys https://t.co/l1QOZlDFeD https://t.co/l1QOZlDFeD"
X Link 2025-02-18T19:17Z [----] followers, [----] engagements
"back to $20 Palantir will be back Palantir will be back"
X Link 2025-02-20T04:22Z [----] followers, [----] engagements
"Amazons P/E ratio is now lower than Walmart and Costco. $AMZN $WMT $COST"
X Link 2025-03-03T19:34Z [----] followers, [----] engagements
"who's buying"
X Link 2025-03-04T16:57Z [----] followers, [----] engagements
"Your ability to remain calm in todays market will reveal if youve got what it takes to invest solo or if you should hand the reins to a pro"
X Link 2025-03-10T19:57Z [----] followers, [----] engagements
"If you listen to Oracles conference call and dont want to buy the stock you might need hearing aids.๐ $ORCL"
X Link 2025-03-11T17:48Z [----] followers, [----] engagements
"The chip sanctions are going to backfire on the USA and tech companies. This is why Nvidia $NVDA Oracle $ORCL and others are urging President Trump to change course. More details ๐"
X Link 2025-03-25T19:08Z [----] followers, [----] engagements
"Wall Street: Semi stocks are in a bubble theres not enough demand. Reality: it's super fun seeing people love images in chatgpt. but our GPUs are melting. we are going to temporarily introduce some rate limits while we work on making it more efficient. hopefully won't be long chatgpt free tier will get [--] generations per day soon. it's super fun seeing people love images in chatgpt. but our GPUs are melting. we are going to temporarily introduce some rate limits while we work on making it more efficient. hopefully won't be long chatgpt free tier will get [--] generations per day soon"
X Link 2025-03-27T20:58Z [----] followers, [----] engagements
"People sharing static image memes melts one of the worlds largest cluster of GPUs. Just wait until people start making videos with AI. Global demand for compute is a number close to infinity"
X Link 2025-03-27T21:17Z [----] followers, [----] engagements
"Trump won't back down. EU & China will be left on an island. Who will blink first This weeks newsletter is out now http://colintedards.com http://colintedards.com"
X Link 2025-04-07T01:53Z [----] followers, [----] engagements
"My newsletter is not the typical copy/paste/ai bullshit I see in the finpub/fintwit space. Most people arent prepared for that. http://colintedards.com http://colintedards.com"
X Link 2025-04-07T14:51Z [----] followers, [----] engagements
"me listening to everyone talk about what trump should do rather than focus on what you can control"
X Link 2025-04-07T18:46Z [----] followers, [----] engagements
"The retail investors mindset in [--] parts"
X Link 2025-04-09T18:19Z [----] followers, [----] engagements
"When your [----] shares of $NVDA are up 3% in the premarket"
X Link 2025-04-14T01:28Z [----] followers, [----] engagements
"I bought every one of those dips and my only regret was not buying more . Reminder. In [----] rallies were repeatedly sold off. Stop buying the dip lol https://t.co/rmpT9HgfwG Reminder. In [----] rallies were repeatedly sold off. Stop buying the dip lol https://t.co/rmpT9HgfwG"
X Link 2025-04-22T02:19Z [----] followers, [----] engagements
"Google $GOOGL $GOOG $90.2B Revenue (vs $89.15B consensus) Dividend Increase +5% ($0.21/quarter) Cloud +28% () Cloud Crossed $2B in profit for 1st time Q1 CapEx $17.2B Q1 Share Buyback = $15B Shares +5%"
X Link 2025-04-24T20:10Z [----] followers, [----] engagements
"Meta CapEx Update: $64-72 billion Previous guide: $60-65 billion People saying AI/CapEx is slowing are fucking morons"
X Link 2025-04-30T20:08Z [----] followers, [----] engagements
"๐จ Just Announced ๐จ Microsoft $MSFT Q4 Guidance: Productivity & Business Processes: $32.05 - $32.35B Intelligent Cloud: $28.75B - $29.05B Personal Computing: $12.35B - $12.85B Revenue Guidance Totals: $73.15B - $74.2B Q4 Wall St Estimate: $72.26B Shares now +9%"
X Link 2025-04-30T22:02Z [----] followers, [----] engagements
"guess $NFLX isnt tariff-proof after all ๐ญ Donald Trump has just tariffed foreign movies with a 100% tariff https://t.co/sv8gAZ6nXn Donald Trump has just tariffed foreign movies with a 100% tariff https://t.co/sv8gAZ6nXn"
X Link 2025-05-05T03:50Z [----] followers, [----] engagements
"me as the robotics thesis around $AMZN starts to play out Meet Vulcan our first robot with a sense of touch. ๐ค ๐ This innovative system combines physical AI with novel hardware solutionslike computer vision tactile sensing and machine learningto reimagine how we complete orders for our customers. With the ability to pick and https://t.co/OIvGGi0ghJ Meet Vulcan our first robot with a sense of touch. ๐ค ๐ This innovative system combines physical AI with novel hardware solutionslike computer vision tactile sensing and machine learningto reimagine how we complete orders for our customers. With"
X Link 2025-05-07T21:30Z [----] followers, [----] engagements
"the time to buy was when guys like this were saying (checks notes) last month he might vote democrat because the stock market was down. In April we sent [--] buy recommendations to clients. Stock Market gonna be a movie tomorrow ๐๐๐ Stock Market gonna be a movie tomorrow ๐๐๐"
X Link 2025-05-11T19:00Z [----] followers, [----] engagements
"Robotics is the only obvious trillion dollar opportunity in the stock market with zero incumbents"
X Link 2025-05-13T01:02Z [----] followers, [----] engagements
"Microsoft $MSFT shares hit $459 today"
X Link 2025-05-20T03:26Z [----] followers, [----] engagements
"Buying $UBER or $LYFT stock is like buying a yellow cab medallion in [----]. Pretty amazing. Waymo surpasses Lyft and on track to pass Uber in next [--] months https://t.co/bBv0Gd960p Pretty amazing. Waymo surpasses Lyft and on track to pass Uber in next [--] months https://t.co/bBv0Gd960p"
X Link 2025-06-01T19:50Z [----] followers, [----] engagements
"Broadcom $AVGO Q2 Earnings Conference Call Highlight Thread ๐งต (if anyone cares given Elon x Trump drama:)"
X Link 2025-06-05T21:52Z [----] followers, [----] engagements
"$HIMS is just a marketing company $NVO created a miracle drug $SOFI is a boring bank w/no dividend $UBER is dead money $LYFT too $AAPL will make a big acquisition soon $AVGO over $AMD $V and $MA will be fine $TSLA $500+ by December"
X Link 2025-06-23T20:17Z [----] followers, [----] engagements
"Figma spends $300k/day on AWS. Meanwhile accounts on this app question the capex spend going into AI. Fucking morons"
X Link 2025-07-02T14:10Z [----] followers, [----] engagements
"Nike is up 36% Nvidia is up 61%"
X Link 2025-07-02T17:24Z [----] followers, [----] engagements
"Google raised [----] Capex spend ConfIrms: [----] will be HIGHER HOLY SHIT YES $GOOG $GOOGL $NVDA $AVGO $META $MSFT $AMZN"
X Link 2025-07-23T21:00Z [----] followers, [----] engagements
"Hyperscalers are out of compute and have to partner with other data centers just to meet current demand. $NBIS $MSFT"
X Link 2025-09-08T21:07Z [----] followers, [----] engagements
"Thank you $AVGO is a $3T company - the market still under appreciates that once you start building custom silicon - you can't really turn back because you build the software stack along with it. @InvestorVideos I think Colin nailed it on $AVGO I remember he mentioned $AVGO will goes to $700 when it trades around $180 if I remember it correctly. Cheers Colin. I always have great respect for you @InvestorVideos I think Colin nailed it on $AVGO I remember he mentioned $AVGO will goes to $700 when it trades around $180 if I remember it correctly. Cheers Colin. I always have great respect for you"
X Link 2025-09-08T23:30Z [----] followers, [----] engagements
"$NBIS + $AVGO + $ORCL = New @ROLEX ๐"
X Link 2025-09-09T20:11Z [----] followers, [----] engagements
"Me listening to the Oracle $ORCL conference call knowing I recommended it to paying subscribers in April "
X Link 2025-09-09T20:33Z [----] followers, [----] engagements
"Posted this on my Substack. Applies to about 98% of the content you read on this app. Do yourself a favor set a [--] min limit on your phone for X. Thats all you need per day. Otherwise you read too much from guys who arent actually successful"
X Link 2025-09-10T13:51Z [----] followers, [----] engagements
"Adobe $ADBE Performance: 6mo: -18% YTD: -20% 1yr: -39% 5yr: -25% Its cute seeing people slap ass and high five over a 3% pop AH. Im wondering how the CEO has a job"
X Link 2025-09-11T21:12Z [----] followers, [----] engagements
"Pro tip: set a 5min time limit on X. Set a 2hr requirement to read company conference calls DAILY. In [--] year your bank account will be much larger. If you listen to Oracles conference call and dont want to buy the stock you might need hearing aids.๐ $ORCL If you listen to Oracles conference call and dont want to buy the stock you might need hearing aids.๐ $ORCL"
X Link 2025-09-11T22:49Z [----] followers, [----] engagements
"I think I wrote this in a blog post recently - but I spend at least $10000 per year on conferences and subscriptions to stay on top of the semiconductor sector . so I better get the calls right lol $INTC soars 24% ๐ on $NVDA plan to invest $5 billion in the company๐ Tech expert @InvestorVideos has been talking about the potential in $INTC shares all year long in videos like this ๐ https://t.co/XEWhEuz8zB Want more picks like these Click here๐ https://t.co/AIZZywKbQO $INTC soars 24% ๐ on $NVDA plan to invest $5 billion in the company๐ Tech expert @InvestorVideos has been talking about"
X Link 2025-09-18T20:56Z [----] followers, [----] engagements
"There go my plans for Monday morning"
X Link 2025-10-12T19:24Z [----] followers, [----] engagements
"Leadership really matters. $INTC Sources say that Wei-Jen Lo former Senior Vice President of Corporate Strategy Development at TSMC has joined Intel. According to the sources this move is essentially equivalent to Intel poaching TSMCs N2 process know-how and expectations within Intel are said to be very Sources say that Wei-Jen Lo former Senior Vice President of Corporate Strategy Development at TSMC has joined Intel. According to the sources this move is essentially equivalent to Intel poaching TSMCs N2 process know-how and expectations within Intel are said to be very"
X Link 2025-11-02T03:25Z [----] followers, [----] engagements
"Burry is in full panic mode. This time it's not his IQ versus bottom feeding rating agency employees. It's his IQ versus the smartest entrepreneurs and business owners in the world. He's cooked. Michael Burry is wrong here. $GOOG 7-8 years old TPUs are still running at 100% utilization according to the Google Cloud VP. $NVDA A100s sold in [----] are still running and H100s wont retire before [----]. Hyperscalers may be understating D&A but not as much as Burry says. https://t.co/NGfasO7Equ Michael Burry is wrong here. $GOOG 7-8 years old TPUs are still running at 100% utilization according to the"
X Link 2025-11-10T22:07Z [----] followers, [----] engagements
"๐จ Michael Burry does not want you to read this: From CoreWeave $CRWV Q3 conference call tonight: "In Q3 we saw our first 10000-plus H100 contract approaching expiration. Two quarters in advance the customer proactively recontracted for the infrastructure at a price within 5% of the original agreement." ๐คฆ๐ปHe's cooked "
X Link 2025-11-11T02:22Z [----] followers, 209.2K engagements
"@minofopts Hyperscalers arent claiming A100s/H100s are worth the same price they paid. Whats being litigated is the useful life being longer than 3-5 years of depreciation scheduled. A100s and TPUs 5+ years old are still in use fully depreciated"
X Link 2025-11-11T06:45Z [----] followers, [----] engagements
"โ Michael Burry Doesnt Want You To Know This On Nebius $NBIS Q3 Earnings Call We sold out all of our available capacity. We continue to see a consistent trend. Every time we bring capacity online we sell all of it. How nervous is Burry right now"
X Link 2025-11-11T15:09Z [----] followers, 11.9K engagements
"๐จ SoftBank Sells $NVDA ๐จ Bubble about to pop right Keep in mind: SoftBank held a 5% stake in Nvidia starting in [----] Sold it for $3.6B in [----] That would be worth $250B today. ๐คฏ"
X Link 2025-11-11T16:53Z [----] followers, [----] engagements
"$HIMS is teladoc health [---] $DUOL is a joke $IREN to $0 $CRWV to bankruptcy court $NBIS back to $50 $META back up the truck $ORCL a buy under $190 $UBER told you the top was in $SOFI keep waiting $ADBE lol $PYPL lmfao"
X Link 2025-11-20T18:00Z [----] followers, 56.8K engagements
"Elon will take [--] of these please (Doosan gas turbine being used by xAI) @elonmusk"
X Link 2026-01-06T20:56Z [----] followers, [----] engagements
"$INTC pulling back and me because I got in at $20.05"
X Link 2026-01-22T21:54Z [----] followers, [----] engagements
"RIP $HIMS shareholders . you had a good run. One of many frustrating experiences in healthcare today is calling for health advice and having to start from scratch explaining your entire medical history again. Were working to solve that with Health AI for @OneMedical patientsa clinically grounded highly personalized https://t.co/VVOzUnjYkW One of many frustrating experiences in healthcare today is calling for health advice and having to start from scratch explaining your entire medical history again. Were working to solve that with Health AI for @OneMedical patientsa clinically grounded highly"
X Link 2026-01-24T02:49Z [----] followers, [----] engagements
"my Claude co-work agents take more timeouts and refresh breaks than humans - we need WAY more compute. $NVDA $AVGO"
X Link 2026-01-25T16:58Z [----] followers, [----] engagements
"Recommend $TXN to subscribers last month @ $178 The reasons this remains a strong play in [----] will become clear to most investors in about [--] months"
X Link 2026-01-27T22:34Z [----] followers, [----] engagements
"BACK UP THE TRUCK"
X Link 2026-01-28T21:25Z [----] followers, 15.8K engagements
"@QualityInvest5 my kids might make lego a $1T company"
X Link 2026-02-01T04:04Z [----] followers, [---] engagements
"@revjeffvox I agree per seat growth is going to be hard when competition and AI embeds the features. They would be wise to be buying the growth . somewhat like an IBM strategy"
X Link 2026-02-03T20:51Z [----] followers, [---] engagements
"@RFagefors I think with the right leadership $PYPL could turn things around. Seems like that's been missing there. Appreciate you following hope I can nail the next one"
X Link 2026-02-03T20:52Z [----] followers, [----] engagements
"@Spiralout_one I own NBIS. I can afford to be wrong though"
X Link 2026-02-05T16:01Z [----] followers, [---] engagements
"@AgenticAsh @TheFinPitch $19B to MSFT over the length of that deal is basically pennies to them. If they clog compute while its supply constrained it guarantees compute flows to Azure"
X Link 2026-02-05T16:41Z [----] followers, [--] engagements
"@TraderzMoon @HyperTechInvest The neos with secured power are selling it at market rates. And that still requires a very expensive shell that is built and to spec. Google said - as clear as day - they can build datacenters to spec for cheaper. In fact they prefer doing that"
X Link 2026-02-05T17:59Z [----] followers, [---] engagements
"I smell bull shit here. This is like the super ugly dude saying Im doing to the dance I just havent found the girl who will say yes yet If you have the power and the ability to deliver the contracts would be signed"
X Link 2026-02-06T01:09Z [----] followers, 11.2K engagements
"Not good. $IREN says they have the power have the skilled labor but dont have a customer. This stock is so cooked"
X Link 2026-02-06T01:09Z [----] followers, 10.7K engagements
"@sidghai6348 I disagree. This is brand new technology there's only a handful of companies that need (and have the money) for these types of sites. It illustrates what the research has said about $IREN - they are a low quality/skill operator. So those are the "deals" they get"
X Link 2026-02-06T02:54Z [----] followers, [---] engagements
"@RemoteNavigator Thank you I would say their unwillingness to listen was the biggest clue this group was cooked"
X Link 2026-02-06T02:56Z [----] followers, [----] engagements
"@thehedonist1997 THANK YOU Yes. There's numerous. MSFT AMZN META AVGO On the software side I like database and cyber security"
X Link 2026-02-06T02:57Z [----] followers, [---] engagements
"@Stonefoxcapital @RemoteNavigator Were beyond ramp being priced in now. Execution is what investors need/want. Listen to those jokers on the call those are not A team CEOs. The cloud is going to chew these guys up and spit them out"
X Link 2026-02-06T04:52Z [----] followers, [--] engagements
"@TKMOONO @bvrrkin Thats an old frame to think in. In the age of AI you can ship the final product before you hold the brainstorming meeting. So CEOs that are still making moves like its [----] will get passed by"
X Link 2026-02-06T05:15Z [----] followers, [---] engagements
"@bvrrkin @TKMOONO You guys are like soldiers marching to the beats the CEO said on the call. No what would be better is if he signed all MW. Theres no good deals when youre a 3rd tier neo"
X Link 2026-02-06T05:17Z [----] followers, [--] engagements
"@mmeyers81 In a moment like this you need execution. Not hope"
X Link 2026-02-06T05:18Z [----] followers, [----] engagements
"@mmeyers81 Every in AI: we have so much demand we turn it away IREN Executive: we're negotiating these guys are losers"
X Link 2026-02-06T06:30Z [----] followers, [---] engagements
"Shares of $AVGO close the call -3.4% Join the LIVESTREAM TONIGHT 6PM PST / 9PM EST Where I discuss AVGO (and probably some Trump x Elon drama too:) Link: https://youtube.com/live/g2IhPq35lPIfeature=share https://youtube.com/live/g2IhPq35lPIfeature=share"
X Link 2025-06-05T21:56Z [----] followers, [----] engagements
"BUYING Adobe Stock Now Is A MISTAKE But there's a clear BUYING ZONE coming. ๐ $ADBE just confirmed a new lower-low (that's not good) BUT $260 Level ($50 Lower) should be support"
X Link 2025-11-26T16:48Z [----] followers, 20.6K engagements
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