@Kalispellbaycap Avatar @Kalispellbaycap Kalispell Capital

Kalispell Capital posts on X about ai, $net, $tsem, future 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 53% technology brands 25% finance 19% social networks 3% luxury brands 3% automotive brands 3% cryptocurrencies 3% fashion brands 2% countries 2% exchanges 1%

Social topic influence ai 14%, $net #15, $tsem #19, future 5%, $be 5%, $mksi 4%, $lite 4%, $shop 4%, up to 4%, agentic 4%

Top accounts mentioned or mentioned by @waterworldcapi1 @contrariancurse @pythiar @insaneanalyst @chriscamillo @bucketshopcap @upholdings @institlpgp @fabknowledge @tbu12345678 @benbajarin @reddogcapital @310value @easyinvest1ng @nolanantonucci @buccocapital @jaysyoon @gavinsbaker @dumbmoneytv @glbeaty

Top assets mentioned Cloudflare, Inc. (NET) Tower Semiconductor Ltd (TSEM) Bloom Energy Corporation (BE) MKS Instruments Inc (MKSI) Lumentum Holdings Inc. Common Stock (LITE) Shopify Inc (SHOP) Best Buy Co Inc (BBY) Camtek Ltd (CAMT) SpaceN (SN) Apple, Inc. (AAPL) Micron Technology, Inc. (MU) Intel Corporation (INTC) KLA Corp (KLAC) Alphabet Inc Class A (GOOGL) Tapestry, Inc. (TPR) Twist Bioscience Corporation Common Stock (TWST) NVIDIA Corp. (NVDA) Adobe, Inc. (ADBE) GlobalFoundries (GFS) Spacemesh (SMH) Microsoft Corp. (MSFT) Dell Technologies, Inc. (DELL) Robinhood Markets, Inc. (HOOD) Oracle Corporation (ORCL) CoreWeave, Inc (CRWV) GE Vernova Inc. (GEV) Onto Innovation Inc. (ONTO) Amkor Technology Inc (AMKR) Waste Connections, Inc. (WCN) Thermo Fisher Scientific Inc. (TMO) Lam Research Corporation (LRCX) Life Time Group Holdings, Inc. (LTH) Reddit, Inc. (RDDT) Costco Wholesale Corporation (COST) Ralph Lauren Corp (RL) Honeywell International Inc (HON) Chemed Corporation (CHE) QUALCOMM, Inc. (QCOM)

Top Social Posts

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

"With demand so high it was inevitable. $CAMT $ONTO $AMKR Dramatic turn in TSMC expansion plans: Nvidia Google AI chip orders mean TSMC will greatly expand production of CoWoS advanced packaging the bottleneck in GPU TPU production media report adding TSMCs CoWoS capacity will exceed [------] wafers-per-month (wpm) by end [----] Dramatic turn in TSMC expansion plans: Nvidia Google AI chip orders mean TSMC will greatly expand production of CoWoS advanced packaging the bottleneck in GPU TPU production media report adding TSMCs CoWoS capacity will exceed [------] wafers-per-month (wpm) by end 2026"
X Link 2026-01-28T23:58Z [---] followers, [---] engagements

"Wow Claude already calling out sell-side. Pretty good write up for first try $TSEM @insane_analyst"
X Link 2026-02-13T22:30Z [---] followers, [---] engagements

"@PythiaR When do I overweight $WCN"
X Link 2025-12-08T20:44Z [---] followers, [----] engagements

"@red_dog_capital @310Value has a good pulse on it. Know their management team is great and have been steadily buying back shares"
X Link 2025-12-10T17:45Z [---] followers, [---] engagements

"Around the holidays always good to see what people are actually buying. Have my sources but these names tend to pop up a lot in Christmas lists. $TPR $PRDSY"
X Link 2025-12-22T03:27Z [---] followers, [---] engagements

"@WaterworldCapi1 $MKSI $SN ;)"
X Link 2026-01-13T17:37Z [---] followers, [---] engagements

"$TPR traded this one last year and was a homerun. Updating the data and looks like theres still some meat left on this one"
X Link 2026-01-23T02:47Z [---] followers, [---] engagements

"@ChrisCamillo @EasyInvest1ng Cloudflare and Apple / AMD"
X Link 2026-02-10T04:01Z [---] followers, [---] engagements

"Singularity as Ive come to terms with isnt the end all be all of most careers. Its a way benefit to most if you adapt now to learning how to use it effectively. As typing/excel was the main skill used in the computer boom organization effective communication/ efficient thinking will be the skill of the AI boom. As we move farther out it gets more grim but right now is best time to get reps. https://twitter.com/i/web/status/2021447536649908232 https://twitter.com/i/web/status/2021447536649908232"
X Link 2026-02-11T04:53Z [---] followers, [---] engagements

"Hey Ben recent thought for a segment in the next episode I think a lot of people would like to hear your and Jays thoughts on singularity and how you feel about the future. If all this spending/ building takes shape we will be working with some models close to AGI. Is this worrying https://twitter.com/i/web/status/2021449220528697527 https://twitter.com/i/web/status/2021449220528697527"
X Link 2026-02-11T05:00Z [---] followers, [---] engagements

"potentially AWS gets less revenue when startups/software who use it lose revenue to LLMs although should be balanced in a way with anthropic/OAI. Can't think of how logitsics/retail business doesnt continue to grow/margin expands with robotics. Only reason would be jobs losses to Ai will put a dent in economy https://twitter.com/i/web/status/2022381911705030691 https://twitter.com/i/web/status/2022381911705030691"
X Link 2026-02-13T18:46Z [---] followers, [--] engagements

"@ContrarianCurse yep whats the o/u of one of them buying their own copper mine"
X Link 2026-02-14T01:43Z [---] followers, [---] engagements

"To keep myself honest I have a should do well list for [----]. Very tough to time market but if I had to. Will check back in a year. $BE $TWST $TMO $MKSI $TSEM $LRCX $LTH $EMBJ"
X Link 2026-01-08T07:01Z [---] followers, [----] engagements

"Its getting harder to value equities as AI uncertainty explodes. Assumptions will miss products will accelerate and panic will follow. This is the time to really know what you hold and not just be contrarian for the hell of it. Buffett said it best: The most important quality for an investor is temperament not intellect. https://twitter.com/i/web/status/2016930756501918117 https://twitter.com/i/web/status/2016930756501918117"
X Link 2026-01-29T17:45Z [---] followers, [---] engagements

"600b dollars is a lot of dollars How much $NVDA going to rake in;) Reading and listening and trying to think of ways this time may be different in semicap. It wont really be different but this may last a lot longer than many want to admit. Reading and listening and trying to think of ways this time may be different in semicap. It wont really be different but this may last a lot longer than many want to admit"
X Link 2026-02-04T22:44Z [---] followers, [---] engagements

"Recent sell off of saas has made $NET more interesting. Still at a lofty valuation but should see a huge acceleration underway with all this. Do like aapl as well but not as exciting. Lately Ive been building a thesis I call the Apple Bull theory. Vibe coding will boost Apples revenue even further. By lowering the barrier to entry for programming vibe coding will lead to more apps being submitted to the App Store which in turn will generate more App https://t.co/nHKl6Ipf6A Lately Ive been building a thesis I call the Apple Bull theory. Vibe coding will boost Apples revenue even further. By"
X Link 2026-02-08T05:20Z [---] followers, [---] engagements

"True alpha here😂 Just spoke with a couple of MDs at a large institutional private equity fund They still believe that Claude is a fad and it will take decades before any real companies adopt them Currently only subscribed to a ChatGPT corporate account at work Mentioned multiple times that Just spoke with a couple of MDs at a large institutional private equity fund They still believe that Claude is a fad and it will take decades before any real companies adopt them Currently only subscribed to a ChatGPT corporate account at work Mentioned multiple times that"
X Link 2026-02-09T18:28Z [---] followers, [---] engagements

"@WaterworldCapi1 @bucketshopcap Sam reason $NET will beat and raise"
X Link 2026-02-10T18:10Z [---] followers, [---] engagements

"RT @Kalispellbaycap: Recent sell off of saas has made $NET more interesting. Still at a lofty valuation but should see a huge acceleration"
X Link 2026-02-10T23:54Z [---] followers, [--] engagements

"Amazing quarter Who saw this coming $NET Recent sell off of saas has made $NET more interesting. Still at a lofty valuation but should see a huge acceleration underway with all this. Do like aapl as well but not as exciting. Recent sell off of saas has made $NET more interesting. Still at a lofty valuation but should see a huge acceleration underway with all this. Do like aapl as well but not as exciting"
X Link 2026-02-10T23:54Z [---] followers, [---] engagements

"Pump it @WaterworldCapi1 @bucketshopcap Sam reason $NET will beat and raise @WaterworldCapi1 @bucketshopcap Sam reason $NET will beat and raise"
X Link 2026-02-11T02:36Z [---] followers, [---] engagements

"In the village of New Eden where the great Looms of Light had begun to weave all that men once wove by hand there lived two neighbors upon the same hill. Aldric a proud craftsman of forty years woke each morning and walked to his empty workshop where the Looms now hummed without him producing in minutes what his hands had labored over for days. He received his portion of grain from the Common Stores for the village elders had decreed that none shall starve where abundance overflows yet the grain tasted of ash upon his tongue for a man who cannot labor for his bread knows not what he is. He"
X Link 2026-02-11T05:09Z [---] followers, [--] engagements

"Do you like accounting or do you like to make money everyone wants to know why I think $net is a shitco is because they are only growing 33% and losing [--] million a year and trading at [--] billion valuation. while $Rddt is making [---] million a year grwoing 70% trading at [--] billion. going forward Reddit numbers look much better everyone wants to know why I think $net is a shitco is because they are only growing 33% and losing [--] million a year and trading at [--] billion valuation. while $Rddt is making [---] million a year grwoing 70% trading at [--] billion. going forward Reddit numbers look much"
X Link 2026-02-11T06:56Z [---] followers, [---] engagements

"COPX and LITE then ride off into the sunset The lowest copper demand estimate that I have seen is from BHP at [-----] tons per GW The highest copper demand estimate is from Schneider at [-----] tons per GW Going all fiber will reduce usage by [----] tons per GW As u mentioned copper demand is growing at 6% until [----] is The lowest copper demand estimate that I have seen is from BHP at [-----] tons per GW The highest copper demand estimate is from Schneider at [-----] tons per GW Going all fiber will reduce usage by [----] tons per GW As u mentioned copper demand is growing at 6% until [----] is"
X Link 2026-02-11T06:58Z [---] followers, [---] engagements

"I think people who are still buying the dip still dont fully realize what is coming. @upholdings $ADBE will be disrupted soon. Will still have market share but not as dominant in coming years. @upholdings $ADBE will be disrupted soon. Will still have market share but not as dominant in coming years"
X Link 2026-02-12T06:30Z [---] followers, [---] engagements

"I think this shows that $NVDA and OAI ecosystem is still as solid as it has ever been. Pretty crazy the multiple on $NVDA but its been the main beneficiary /obvious play. Thinking their earnings will show people whos still the big dawg in town and bring the flows back for the time being. $AVGO's report/call was mostly fine -- bit of softness in non-AI semis but AI sales/backlog numbers were strong + total backlog grew $52B Q/Q to $162B. Think expectations just got stretched - AVGO closed today at 48x NTM EPS vs. 26x for $NVDA. (transcript via Koyfin) https://t.co/K6AXYXvZ13 $AVGO's"
X Link 2026-02-14T04:37Z [---] followers, [---] engagements

"@ContrarianCurse Its the whole slack is so much better than teams. Ya agreed but Ronnie at the local tire shop dgaf. He just uses what works and what he has"
X Link 2026-02-15T21:10Z [---] followers, [---] engagements

"@ContrarianCurse Never like to make the case to buy a stock because of mult expansion. Although looking at Costco and Walmart I think googl got some blue skies ahead in that area"
X Link 2025-11-24T04:14Z [---] followers, [----] engagements

"@NolanAntonucci Really like $RL for this but its run so hard the past year"
X Link 2025-12-06T19:35Z [---] followers, [--] engagements

"@buccocapital Honeywell Airbnb and chemed"
X Link 2025-12-07T08:27Z [---] followers, [---] engagements

"What are the names that will work in this case and will work if not $TSEM $AAPL $QCOM $MU "The most important thing in the next 3-4 years is data centers in space. In every way data centers in space from a first principles perspective are superior to data centers on earth. In space you can keep a satellite in the sun [--] hours a day. The sun is 30% more intense https://t.co/Z2ri4tLSTA "The most important thing in the next 3-4 years is data centers in space. In every way data centers in space from a first principles perspective are superior to data centers on earth. In space you can keep a"
X Link 2025-12-09T17:23Z [---] followers, [---] engagements

"@jaysyoon agree but more and more people are sniffing this out. No thanks to @GavinSBaker lol. Trimming some to add to $tsem"
X Link 2025-12-09T18:59Z [---] followers, [---] engagements

"As much as the AI trade is teetering on the edge nowadays I still think another push will come in [----] for a CPO trade. $lite - High quality lasers that are a few quarters ahead of $cohr in my opinion. Very reliable attachment to Nvidia CPO. $tsem - Has the early lead against $GFS in SiPho. GFS too spread out and not as focused. Tower will only strengthen partnerships with companies as they bring on more capacity for the photonics boom"
X Link 2025-12-09T19:22Z [---] followers, [---] engagements

"People always ask is the reduction in opex really the main ROI for all this AI spend well now you're starting to see the fruits of this cycle. Shopify showing how ai can transform and arm an entrepreneur. Amazing stuff Today we started rolling out SimGym a system that creates digital customers that behave like real ones. They browse your site complete tasks and reveal optimization opportunities. You can even run A/B tests with zero live traffic Spent a year developing it. https://t.co/W1XYgpObcs Today we started rolling out SimGym a system that creates digital customers that behave like"
X Link 2025-12-10T22:15Z [---] followers, [---] engagements

"@ChrisCamillo @DumbMoneyTV $KTB and $SN Prada also interesting but mainly only because of miu miu brand"
X Link 2025-12-14T22:53Z [---] followers, [----] engagements

"@glbeaty @markflowchatter They usually pair with gas turbines. Bloom cells take up to 50-70 days to get stood up and gas turbines usually 2-3 years now with backlog"
X Link 2025-12-19T17:55Z [---] followers, [---] engagements

"Whos to say. Very speculative going off a satelite picture. The bigger piece Im seeing is that these big co locations are brining on SOFCs. BE is a big player along with others and Tesla even uses a lot of their batter packs at the colossus sites. Whatever the case is they will mainly all be sold out through [----]. BE is only doubling capacity to 2GW next year. As much as they can bring on it is being used"
X Link 2025-12-19T18:09Z [---] followers, [---] engagements

"@PythiaR Any good reading or posts on $TWST"
X Link 2025-12-19T18:33Z [---] followers, [---] engagements

"@insane_analyst Yep like it Looking into $MKSI and $BE as well"
X Link 2025-12-19T22:45Z [---] followers, [---] engagements

"Checking why people were gifted for Christmas and seeing a lot of $LULU $ATZ and $SN. Will check on BNPL data but Im sure this year will see another step up from last year. Inflation is showing its teeth in precious metals but its not stopping people from swiping the plastic"
X Link 2025-12-26T19:03Z [---] followers, [---] engagements

"Over time Ive realized its very fun trying to find artisanal alpha uncover a hidden gem or really dig deep to find companies way under P/B when in reality if you size correctly on an obvious ETF you tend to make more money. @fools_gd $SMH low fee cost and greater exposure to the best @fools_gd $SMH low fee cost and greater exposure to the best"
X Link 2025-12-26T19:25Z [---] followers, [---] engagements

"Agree to some extent. I do like how the bigger players are the ones that control the supply and they are unlikely to really blowup their cash flows unless seeing very good ROI. ie $MSFT $TSMC I'm starting to believe that the buildout is going to take a long ass time. That is my real "takeaway" from the recent railroads piece. Pretty much each constraint makes it so that supply cannot hit quickly while demand continues to burn tokens and that this actually might I'm starting to believe that the buildout is going to take a long ass time. That is my real "takeaway" from the recent railroads"
X Link 2025-12-29T17:06Z [---] followers, [---] engagements

"@WaterworldCapi1 Yes and Bombardier"
X Link 2025-12-30T01:22Z [---] followers, [---] engagements

"Good thoughts midnight but Amazon actually does have a partnership with Shopify called buy with prime. Before Shopify bought deliverr for a few billion but shut it down a few years ago because they realized they cant compete/ capex way too high. They now let their merchants/ help them use Amazons multi channel fulfillment tools which more and more are using. Its a win win for each company and their customers. Not zero sum at this point"
X Link 2025-12-30T05:07Z [---] followers, [---] engagements

"I will say that Shopify is an amazing company and is agentic native so should take a majority of commerce that moves that way. Amazon is more closed loop within their ecosystem since it is so big. I see it going like ChatGPT - Agent links with Shopify to find best product - order fulfilled with Amazon logistics. Other commodities low price items or urgent gifts will likely still be bought from Amazon agent or not. https://twitter.com/i/web/status/2005870144183312681 https://twitter.com/i/web/status/2005870144183312681"
X Link 2025-12-30T05:14Z [---] followers, [--] engagements

"@institLPGP @WaterworldCapi1 Yes love the turnaround at rolls royce"
X Link 2025-12-30T16:04Z [---] followers, [--] engagements

"Great podcast on $RYCEY Love learning about the engineering that goes into these amazing engines. https://open.spotify.com/episode/6ajrCM8fPPe07wJZrkaLgksi=kDR-BC3_Q12nEiYUUILOlA&t=0&context=spotify%3Aplaylist%3A37i9dQZF1FgnTBfUlzkeKt&pi=s82ovoyDSSaXa https://open.spotify.com/episode/6ajrCM8fPPe07wJZrkaLgksi=kDR-BC3_Q12nEiYUUILOlA&t=0&context=spotify%3Aplaylist%3A37i9dQZF1FgnTBfUlzkeKt&pi=s82ovoyDSSaXa"
X Link 2025-12-31T01:06Z [---] followers, [---] engagements

"@fatbowzi @WaterworldCapi1 Always good to have pushback. Dont see this yet but could see it getting bubbly a few years out"
X Link 2025-12-31T02:02Z [---] followers, [--] engagements

"A lot of people woke up to Intel recently. Its been a good year and think they have the resources backing and talent to continue the momentum. $INTC"
X Link 2025-12-31T20:20Z [---] followers, [---] engagements

"$BE keeps signing deals. This is a good one but think some other mega players will start signing more this year. Taiwan AI server giant Quanta said its US subsidiary will spend US$502 million on Bloom Energy fuel cell microgrids for its AI server plants in California media reports. $BE #quanta https://t.co/EayT6JS5m4 Taiwan AI server giant Quanta said its US subsidiary will spend US$502 million on Bloom Energy fuel cell microgrids for its AI server plants in California media reports. $BE #quanta https://t.co/EayT6JS5m4"
X Link 2026-01-02T08:03Z [---] followers, [---] engagements

"Will be watching reports at CES. Should be very good for $AMAT $KLAC and $CAMT. Advanced packaging is a huge bottleneck and yeah not a good year to get any consumer electronics. This should be a good year to add to $NTDOY CES predictions: - $HPQ softly rebases their guidance to the lower end - $DELL obstinately claims that thugs are fine; nobody believes it - $IFX.DE and $ON sound better on 800V oppty; $ADI / $MCHP try to talk up the cycle but ultimately were here for AI so its eh - $MU and CES predictions: - $HPQ softly rebases their guidance to the lower end - $DELL obstinately claims that"
X Link 2026-01-04T21:36Z [---] followers, [---] engagements

"@institLPGP Trust me when I was younger I did and did well. I still do trade a part of my Roth but majority of it is now indexed. Better peace of mind"
X Link 2026-01-07T00:18Z [---] followers, [--] engagements

"@astridwilde1 So youre saying $BBY might be a short rn"
X Link 2026-01-07T06:21Z [---] followers, [---] engagements

"Were seeing a push for tokenizing a lot of assets in the future thanks to $CRCL $HOOD $COIN. I dont believe this is bad for the investment world more liquidity better price discovery but it will come at a cost. Many of these tokenized assets will be PE and thats when you will see haircuts on valuation. Most pre revenue companies should not be instantly speculated on by millions of people with the tap of a button. We saw this with the IPO and SPAC boom in [--]. This will be healthy and necessary but it will ultimately affect a lot of retail. https://twitter.com/i/web/status/2009784459378241852"
X Link 2026-01-10T00:28Z [---] followers, [---] engagements

"The signs of a healthy bull market is that it takes out its own trash - Josh Brown The market is sniffing out trashy behavior and stomping it out. Along the same lines as what @fabknowledge has been saying. People are at a party drinking from the punch bowl and some are getting more drunk than others. The ones who are hammered and acting irradically get shown the door ie. $CRWV $ORCL I do believe we will see a blowup soon in PE land that of course flows into equities but it will not stop the real companies from compounding and this AI buildout narrative to stop. Very healthy action imo"
X Link 2026-01-10T22:03Z [---] followers, [--] engagements

"The signs of a healthy bull market is that it takes out its own trash - Josh Brown The market is sniffing out trashy behavior and stomping it out. Along the same lines as what @fabknowledge has been saying. People are at a party drinking from the punch bowl and some are getting more drunk than others. The ones who are hammered and acting erratically get shown the door ie. $CRWV $ORCL I do believe we will see a blowup soon in PE land that of course flows into equities but it will not stop the real companies from compounding and this AI buildout narrative to stop. Very healthy action imo"
X Link 2026-01-10T22:07Z [---] followers, [---] engagements

"I think we will see Ai usage inflect this next year big time. Everyone loved chat bots but now it is even easier to do daily tasks or run errands with an assistant. - Vibe-coding - Agents - Opus [---] - Ai integration being pushed hard at Fortune [---] - Recent grads having tougher time getting entry level rolls. Lots of silicon is about to melt brb looking at all my Agentic Storefronts in the admin: ☑ Google AI Mode and Gemini ☑ Microsoft Copilot ☑ ChatGPT Instant Checkout brb looking at all my Agentic Storefronts in the admin: ☑ Google AI Mode and Gemini ☑ Microsoft Copilot ☑ ChatGPT Instant"
X Link 2026-01-11T16:35Z [---] followers, [---] engagements

"Metals still seeing momentum in [----]. One to add to your silver and gold positions in the portfolio is copper. Looking at the top producers of copper it is highly concentrated. The big producers are slow to add capacity as they have been stung in the past with these cycles. As Citrini pointed out "Building a new Escondida today if you could even find one costs $5-7 billion minimum (roughly the market cap of a mid-tier miner) takes over a decade to permit and should assume an average 79% cost overrun according to McKinsey." Copper is surging in demand due to electrification chips data center"
X Link 2026-01-12T17:40Z [---] followers, [---] engagements

"@blondesnmoney Yeah can't believe he got away with that"
X Link 2026-01-12T21:07Z [---] followers, [----] engagements

"Haha this is amazing Bullish $BE @ContrarianCurse BREAKING: President Trump announces that he will not let Americans pick up the rising electricity costs for datacenters and that Microsoft $MSFT is first up to help fix the problem. In the past week weve seen Trump announce a number of policies that seem directly focused on https://t.co/lDkJXssx6j BREAKING: President Trump announces that he will not let Americans pick up the rising electricity costs for datacenters and that Microsoft $MSFT is first up to help fix the problem. In the past week weve seen Trump announce a number of policies that"
X Link 2026-01-13T00:04Z [---] followers, [---] engagements

"@TBU12345678 Not very bearish just shifting capital to more behind the meter stuff. Theyve already been doing this. Great for $BE $GEV and so on. Will add another layer of bottleneck though so could slow down the investments. Probably better to smooth out curve anyway"
X Link 2026-01-13T01:23Z [---] followers, [---] engagements

"@PegasusFund K shaped. US now people with assets and those who dont. Sad reality but not enough people [--] years ago started their family off right in the investing class. Nowadays every kid has a Robinhood/maga accounts. Too little too late"
X Link 2026-01-13T03:47Z [---] followers, [--] engagements

"@WaterworldCapi1 gotta be $BBY right no way people can pay for memory surge"
X Link 2026-01-13T18:52Z [---] followers, [---] engagements

"@TBU12345678 How are you thinking about $TSEM and $GFS"
X Link 2026-01-14T16:01Z [---] followers, [---] engagements

"@ContrarianCurse Yep and same for all semicap. People are still offsides for the wave coming 2H this year"
X Link 2026-01-16T17:27Z [---] followers, [----] engagements

"@PythiaR ASML to zero. Claude cowork can make me a litho machine"
X Link 2026-01-16T19:18Z [---] followers, [---] engagements

"Now everything is breaking out to new highs but mag [--] Cant not be bullish Earnings should provide more of the same. Consumer is fine although lower middle is starting to see some weakness ai is hot as ever all clouds beat some bottlenecks in chips and of course energy. Capex is revised higher again. Consumer electronics isnt as bad rn as people think shorts cover a little but this is still a short roy. Memory throwing a wrench in everything. Big thing for me is what is priced in and how margins are holding up. Want to see some mid-large cap see some efficiency gains. People seeing markets"
X Link 2026-01-17T01:57Z [---] followers, [---] engagements

"This is now free money I guess Stimulus checks came early A lot of people woke up to Intel recently. Its been a good year and think they have the resources backing and talent to continue the momentum. $INTC A lot of people woke up to Intel recently. Its been a good year and think they have the resources backing and talent to continue the momentum. $INTC"
X Link 2026-01-21T21:19Z [---] followers, [---] engagements

"Singularity is coming. Look at $SMH"
X Link 2026-01-21T22:39Z [---] followers, [---] engagements

"@PythiaR @evrgn11112231 @zephyr_z9 Did $KLAC ever come up on your guys radar I think were all talking the same quality company / WFE thesis. Just wondering why not a lot people ever bring up KLA"
X Link 2026-01-21T23:32Z [---] followers, [--] engagements

"@BenBajarin Hey Ben going forward what do you believe is the correct ratio for DPUs/CPUs per GPU/TPU"
X Link 2026-01-22T21:39Z [---] followers, [----] engagements

"Thesis is basically BA/AB cycle ramping and sustaining and their ability to convert backlog at improved pricing due to higher PAC 80% + utilization at Athens facility and duopoly on most superalloys. Essentially a levered play on jet engine MRO and new aircraft builds with better unit economics than prior cycles. The unexpected defense spend is cherry on top https://twitter.com/i/web/status/2014455067227914741 https://twitter.com/i/web/status/2014455067227914741"
X Link 2026-01-22T21:48Z [---] followers, [---] engagements

"Dont get me bulled up on $NET at this valuation https://t.co/pKSuO2JoOy https://t.co/pKSuO2JoOy"
X Link 2026-01-22T21:59Z [---] followers, [---] engagements

"So lets say $INTC is [--] years behind $TSM and people thought theyd turn it around in under a year"
X Link 2026-01-23T02:44Z [---] followers, [---] engagements

"As agents become more mainstream the agentic native companies will thrive. $shop $net basically same narratives $shop $net basically same narratives"
X Link 2026-01-24T23:05Z [---] followers, [---] engagements

"I think a good investor always has to respect the flows. For the longest time US was fiscally stimulative from 20-25 but now were seeing it slow and rest of world start to ramp. When the G in GDP formula is slowing relative to the other variables its easier to look elsewhere where that is flipped. In the last [--] years the US investor was underweight global and international was overweight US and so the reallocation is underway and will continue in my opinion. Of course right sectors in US will do well but think more people will look to diversify elsewhere which is a tailwind for these ETFs."
X Link 2026-01-25T18:58Z [---] followers, [---] engagements

"@Midnight_Captl I like it as well but seems like sentiment has been jumping on twitter lately. Have been trimming"
X Link 2026-01-26T01:08Z [---] followers, [--] engagements

"Yes $NET If the future truly is agentic and our phones are running small models on the edge then I cant think of a better company positioned than cloudflare. If the future truly is agentic and our phones are running small models on the edge then I cant think of a better company positioned than cloudflare"
X Link 2026-01-26T15:35Z [---] followers, [---] engagements

"@BenBajarin Hey Ben how are you thinking about WFE growth compared to memory shortage WFE growth of 25% + this year while memory is short about 25%"
X Link 2026-01-26T23:12Z [---] followers, [---] engagements

"Which stock do you own that will be your next multi-bagger Ill go first. $PTON and $TTCF @PelotonHolder @jablamsky @caleb_investTML @JonahLupton @BullishJason @skaushi @mukund @hhhypergrowth @BackpackerFI @SixSigmaCapital @RedCoatChicago @Brian_Stoffel_ @BrianFeroldi"
X Link 2021-06-24T01:54Z [---] followers, [--] engagements

"Would take a look at $DOCS and $IQV. Doximity has a huge install base for physicians that is hard to replicate. Lots of data of medical behavior / workflows. Can see this being the all in one AI powered assistant. IQVIA holdings also has a large user base of CROs with access to millions of patient records thats real time. Think its RWE platform will help revolutionize how we use LLMs to simulate trials. Basically making a digital twin of patients and running through simulated trials. https://twitter.com/i/web/status/1930038511421534480 https://twitter.com/i/web/status/1930038511421534480"
X Link 2025-06-03T23:06Z [---] followers, [----] engagements

"Hey Nolan can you ask about the credit card for $HOOD. what hes seeing and thinking in the flywheel. $AMZN if hes heard or seen anything and if theyre using any commercial humanoid or if trying to use their own. $AVAV $ASTS how he believes satellite and drones are revolutionizing warfare. What he thinks and likes in this sector"
X Link 2025-06-05T17:31Z [---] followers, [---] engagements

"@HiddenGemsInves $KFS"
X Link 2025-07-09T05:22Z [---] followers, [---] engagements

"Looking at asymmetric ideas where you need turbines/specialty alloys for data center gas turbines/aerospace reacceleration and the future of space projects. $TSLA $CRS $HWM $RYCEY $GEV $GE"
X Link 2025-12-15T18:52Z [---] followers, [---] engagements

"@WaterworldCapi1 Id look at $UI. They have a great hold on office infrastructure for cameras door access switches. easy to use products that have good value at there price ranges"
X Link 2025-12-19T20:03Z [---] followers, [--] engagements

"Advanced packaging and memory is a big bottleneck in the AI story right now. Can't think of a better company positioned. Matt has been on this one. Great writeups. $ACMR $ACMR China is likely to accelerate the development of its domestic memory ecosystem through sustained policy driven capital deployment prioritizing strategic self sufficiency and market leadership over near term ROI. While much of this dynamic is already reflected across the $ACMR China is likely to accelerate the development of its domestic memory ecosystem through sustained policy driven capital deployment prioritizing"
X Link 2026-01-02T17:35Z [---] followers, [---] engagements

"@FatBearCapital @ContrarianCurse Yeah MKSI is good one like. I dont think you need to look away from the Amat KLA ASML and lam. Theyll all do well"
X Link 2026-01-16T18:32Z [---] followers, [---] engagements

"Memory and capacity is going to ai spend. Will put pressure on consumer electronics for foreseeable future $BBY $LOGI $DELL Get more bullish on memory. $MU https://t.co/YhbmYDcQPN Get more bullish on memory. $MU https://t.co/YhbmYDcQPN"
X Link 2026-01-18T19:33Z [---] followers, [---] engagements

"Its a stock pickers market. This volatility should be used to our advantage. Trump seems to care a lot about the stock market and if it holds up theres a few names that will benefit immensely over next couple years. Got more $KLAC $TSEM $LITE"
X Link 2026-01-21T21:23Z [---] followers, [---] engagements

"L/S $SNDK $BBY working beautifully An 80% price hike lol is this actually real I havent been able to verify it yet. https://t.co/vDdX9s7vAx An 80% price hike lol is this actually real I havent been able to verify it yet. https://t.co/vDdX9s7vAx"
X Link 2026-01-22T01:11Z [---] followers, [---] engagements

"6 months ago they were calling it a bubble/ not seeing ROI on the massive spend. Now people are actively saying [--] more months bro then its over. Claude/5.2 changed the game and its the worst itll ever be today"
X Link 2026-01-24T07:27Z [---] followers, [---] engagements

"@BRuss008 $MA $V $ABNB $CTRI $BRKB and probably $MKSI $CAMT little more volatility"
X Link 2026-01-27T05:47Z [---] followers, [---] engagements

"Very offsides $ASML 13b backlog.are even investors reading @ContrarianCurse Yep and same for all semicap. People are still offsides for the wave coming 2H this year. @ContrarianCurse Yep and same for all semicap. People are still offsides for the wave coming 2H this year"
X Link 2026-01-28T06:22Z [---] followers, [---] engagements

"@RyeNotBerben Yep Zuck knows when to turn it on. The questions were also pretty awful don't think he could take those analysts seriously"
X Link 2026-01-29T18:07Z [---] followers, [---] engagements

"@upholdings $ADBE will be disrupted soon. Will still have market share but not as dominant in coming years"
X Link 2023-05-16T14:27Z [---] followers, [---] engagements

"$LITE seems that better innovation in tooling are making yields a lot higher than most thought. this should ramp nicely into 2026"
X Link 2025-11-05T16:02Z [---] followers, [---] engagements

"Reading and listening and trying to think of ways this time may be different in semicap. It wont really be different but this may last a lot longer than many want to admit"
X Link 2026-01-08T03:34Z [---] followers, [---] engagements

"this quarters earnings is brought to you by agents. That's the theme and they need a lot of CPU's"
X Link 2026-01-28T22:46Z [---] followers, [--] engagements

"Freaking laserzzzzz $LITE $LITE seems that better innovation in tooling are making yields a lot higher than most thought. this should ramp nicely into [----]. $LITE seems that better innovation in tooling are making yields a lot higher than most thought. this should ramp nicely into 2026"
X Link 2026-02-03T22:52Z [---] followers, [---] engagements

"Trying to read more and check the port less"
X Link 2026-02-06T00:28Z [---] followers, [--] engagements

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