@OwlStreetCan Avatar @OwlStreetCan Owl Street

Owl Street posts on X about ai, strong, health, $upst 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 63.11% finance 34.95% technology brands 17.48% cryptocurrencies 11.65% countries 7.77% exchanges 3.88% travel destinations 1.94% celebrities 0.97% gaming 0.97% automotive brands 0.97%

Social topic influence ai 25.24%, strong 9.71%, health 7.77%, $upst #15, $oscr #32, core 5.83%, $hims #160, $googl 4.85%, crypto 4.85%, hims hers #166

Top accounts mentioned or mentioned by @goddreng10 @upstart @leontraveller @covie93 @mikelongterm @qinbafrank @penghellen @cryptopunk2020 @perchlittle @datainvest7475 @macro_guru @manuforticanada @angelasky65996 @tunedog

Top assets mentioned Upstart Holdings, Inc. (UPST) Oscar Health, Inc. (OSCR) Hims & Hers Health, Inc. (HIMS) Alphabet Inc Class A (GOOGL) Novo-Nordisk (NVO) Vertiv Holdings Co (VRT) Robinhood Markets, Inc. (HOOD) Lemonade, Inc. (LMND) Galaxy Digital Inc. (GLXY) Astera Labs, Inc. (ALAB) Bitcoin (BTC) Strategy (MSTR) Rocket Lab USA, Inc. Common Stock (RKLB) AST SpaceMobile, Inc. Class A Common Stock (ASTS) NVIDIA Corp. (NVDA) Shopify Inc (SHOP) Redwire Corporation (RDW) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Nebius Group N.V. Class A Ordinary Shares (NBIS) Peabody Energy Corporation (BTU) Credo Technology Group Holding Ltd (CRDO) RAI Finance (SOFI) ZetaChain (ZETA) Recursion Pharmaceuticals, Inc. (RXRX) Pangolin (PNG) Fluence Energy, Inc. (FLNC) Symbotic Inc. Class A Common Stock (SYM) Microsoft Corp. (MSFT)

Top Social Posts

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

"Pres. Trump plans to roll back some steel & aluminum tariffs per Financial Times report. Admin reviewing product lists to exempt certain items halt expansions and shift to targeted probes amid affordability crisis & voter concerns over higher costs. Potential relief for manufacturers autos construction. https://twitter.com/i/web/status/2022218703254041033 https://twitter.com/i/web/status/2022218703254041033"
X Link 2026-02-13T07:58Z [---] followers, [--] engagements

"The Orbital Duopoly: Analyzing SpaceX vs. AST SpaceMobile in the D2C Race 1/10 The Satellite-to-Phone (D2C) market is shifting from a conceptual phase to a global infrastructure reality. SpaceX and AST SpaceMobile ($ASTS) are the two primary contenders but they are building fundamentally different networks. One focuses on ubiquitous low-bandwidth coverage the other on high-speed orbital broadband. 2/10 Technical Philosophy: SpaceX utilizes a high-volume small-satellite approach. By launching thousands of D2C-enabled Starlink units they create a dense mesh designed for "thin" connectivity. AST"
X Link 2026-02-13T01:51Z [---] followers, [--] engagements

"SpaceX AST SpaceMobile D2C 1/10 D2CSpaceX AST SpaceMobile$ASTS 2/10 SpaceX D2C Starlink AST SpaceMobile MIMO 3/10 Starlink ASTS 4G/5G [---] 4/10 SpaceX Starlink 5/10 SpaceX T-Mobile PCS ASTS AT&TVerizon Vodafone 6/10 vs Starlink ASTS 7/10 D2C SpaceX ASTS 8/10 SpaceX ASTS ASTS 9/10 SpaceX $ASTS 10/10 SpaceX SOS AST SpaceMobile ARPU"
X Link 2026-02-13T08:00Z [---] followers, [--] engagements

"The Silicon Valley Civil War: Musk vs. Altman From "Saving Humanity" to $97 Billion Lawsuits. 1/15 If you think Hollywood drama is wild you haven't seen the Elon Musk vs. Sam Altman saga. This isnt just businessits a 10-year blood feud over who controls the "God-like" power of AGI. #AI #OpenAI #ElonMusk #SamAltman 2/15 The Honeymoon: [----] It started with a shared fear: Google. Musk and Altman met at a Palo Alto dinner and agreed that if Google monopolized AI humanity was doomed. The mission: Create OpenAIa non-profit open-source lab to "democratize" AI. 3/15 The Secret Weapon Musk was the"
X Link 2026-02-13T08:29Z [---] followers, [--] engagements

"Financial Times"
X Link 2026-02-13T08:35Z [---] followers, [--] engagements

"1 [-----] vs CPI2.4% 2.5%✅ CPI0.2% 0.3%✅ CPI2.5% 2.5%➡ CPI0.3% 0.3%➡ 1.5% 2.5%2021 3FOMC"
X Link 2026-02-13T16:54Z [---] followers, [--] engagements

"220 [-------] [------------] IEEPA/25%10%2025115IEEPA 70% 22012"
X Link 2026-02-13T23:56Z [---] followers, [--] engagements

"AI 1/ AI $NVDA GPU 2/ AI GPU GPU GPU AI 3/ GPU 4/ 800G 1.6T (CPO) PCIe Gen5 Gen6 AI 5/ 🔹 $ANET Arista Networks AI AI $AVGO (Broadcom) + AI ASIC AI 6/ 🔹 $MRVL (Marvell Technology) DSPPAM4PCIe AI Marvell 7/ 🔹 $LITE Lumentum Holdings $CIEN Ciena AI 8/ 🔹 $APH (Amphenol) GPU 9/ $NVDA (CUDA) AI 10/ $NVDA 11/ GPU 12/ GPU AI bitsFLOPs"
X Link 2026-02-14T02:53Z [---] followers, [--] engagements

"2026553 2026214Xi Jinping20265153EswatiniTaiwan"
X Link 2026-02-14T16:22Z [---] followers, [--] engagements

"$CLSAI [----] AI 1/ AI AI Pod 1.6T AI Google TPU SONiC 2/ 1.6T 800G 1.6T [----] 1.6T Broadcom Tomahawk 63nm [-----] Tbps AI GPU = GPU 3/ JDM JabilFlex JDM ASIC 40% EMS 4/ + [--] [----] [---] [----] [---] [----] EPS [--] [--] + 5/ 63% AI 6/ [--------] AI AI AI"
X Link 2026-02-14T17:31Z [---] followers, [--] engagements

"@goddreng10 @Upstart Agreed. I categorize $UPST $OSCR and $LMND together as AI disruptors for observation"
X Link 2026-02-14T18:12Z [---] followers, [---] engagements

"Gemini Research Report: Upstart Holdings ( $UPST) --January [--] [----] [--]. Company Overview Upstart Holdings is a fintech company that provides an AI-driven lending platform. Unlike traditional banks that rely primarily on FICO scores Upstart uses machine learning models to assess borrower creditworthiness automate loan approvals and manage risk. The company partners primarily with banks and credit unions earning fees for loans originated through its AI system rather than holding large volumes of loans itself. Key features include: AI-based underwriting that claims higher predictive accuracy than"
X Link 2026-01-11T01:13Z [---] followers, [---] engagements

"Deep Sea High Stakes: Is $PNG the Next Multi-Bagger Defense Giant 1/ The Silent Pivot: Most investors are staring at the sky (drones) but the real front line is the ocean floor. Kraken Robotics ($PNG.V / $KRKNF) is no longer a "niche hardware" playits becoming the universal sensing and power layer for the world's autonomous underwater fleets. #DefenseTech #UUV 2/ The $35M "Vindication" Order: Jan [----] was a watershed moment. $PNG secured $35M in battery orders from [--] global customers in one day. For context that single announcement surpassed their entire Q3 [----] revenue. This isn't a pilot;"
X Link 2026-02-02T23:08Z [---] followers, [---] engagements

"Galaxy Digital ( $GLXY) reported a big loss for Q4 [----] but the real picture looks better than the headline. - The loss mostly came from crypto prices dropping 24% it's just paper losses not actual business problems. - Their core business actually had record profits and strong cash flow. - Their investment funds grew to $12 billion and brought in $2 billion of new money even in a bad market. - Theyre sitting on $2.6 billion in cash and stablecoins very safe position. The bigger story: Theyre shifting hard into AI data centers (Helios). - They now have approval for [---] gigawatts of power. -"
X Link 2026-02-03T15:06Z [---] followers, [---] engagements

"AI vs. Quantum The Simple Truth: AI didn't kill Quantum; it just changed the game. AI: AI (like AlphaFold) is amazing at predicting protein shapes by recognizing patterns. It uses standard supercomputers to "guess" the right answer based on data we already have. Quantum : Quantum is for simulating reality. It calculates the actual laws of physics (like electron movement) that are too complex for AI to guess. Latest News (2025/2026): Googles Willow chip recently proved it could solve certain chemistry math 13000x faster than the worlds best supercomputer."
X Link 2026-02-03T21:53Z [---] followers, [--] engagements

"Clarity Over Chaos: Three Facts That Count about $GLXY Post 1/3 Galaxy Digital ( $GLXY) reported Q4 [----] results amid continued crypto market weakness. Key points from the Digital Assets (Global Markets) segment: - Adjusted gross profit rose 88% year-over-year to approximately $30 million in Q4 supported by resilient lending and advisory fee revenue despite a 40% sequential decline in trading volumes. - Full-year adjusted gross profit in the segment reached a record $505 million up 67% YoY demonstrating operational strength even as crypto market capitalization fell roughly 1024% during Q4."
X Link 2026-02-04T13:31Z [---] followers, [---] engagements

"Why Generic AI Cant Kill the King of Commerce Shopify/ $SHOP 1/ Theres a lot of talk about "SaaS decay"the idea that Generic AI (like ChatGPT) will make specialized software obsolete. But when you look at Shopify ($SHOP) the "AI threat" actually looks more like a massive rocket booster. Heres why. 2/ The Data Gold Mine. Generic AI is trained on the public webthe "surface" of the internet. Shopify sits on the "deep web" of commerce. They process 10% of all US e-commerce. That is billions of transactions shipping routes and refund patterns that OpenAI cant see. 3/ Context is King. An AI can"
X Link 2026-02-04T20:45Z [---] followers, [----] engagements

"Fluence ( $FLNC) just reported Q1 FY26 numbers and holy crap the top line is wild: Revenue jumped to $475 million up 154% year-over-year. They smashed expectations. New orders hit a record $757 million (3.9 GWh worth of projects). Backlog now sits at $5.5 billion which basically covers the whole middle of their full-year revenue guide. But the bottom line is where people freaked out: They lost $45 million ( -$0.34/share) way worse than the -$0.20-ish consensus. Gross margins got crushed to 5.6% because of startup/ramp costs on big new projects (most of which they say theyll recover in"
X Link 2026-02-05T04:21Z [---] followers, [----] engagements

"Symbotic ( $SYM) delivered a solid Q1 FY2026 (ended December [--] 2025) with revenue of $630 million beating consensus estimates by roughly 1% and rising 29% year-over-year. The growth was driven by accelerated systems deployments more sites transitioning to operational revenue and contributions from paid micro-fulfillment development work. The company achieved GAAP profitability for the first time in this quarter posting net income of $13 million (versus a $17 million net loss in Q1 FY2025). GAAP EPS came in at $0.02 which missed consensus expectations around $0.08. However"
X Link 2026-02-05T04:28Z [---] followers, [--] engagements

"$GOOG $AMZN $MSFT $META Big Tech giants are aggressively ramping up AI infrastructure investments in [----] with Amazon projecting $200 billion in capex (up over 50% from 2025) Alphabet guiding $175$185 billion Meta $115$135 billion and Microsoft around $150 billion or more driving collective hyperscaler spending well over $600 billion amid fierce cloud competition though the massive outlays have sparked investor concerns over returns and sent shares like Amazon's tumbling 910% in after-hours trading. https://twitter.com/i/web/status/2019544503108137471"
X Link 2026-02-05T22:51Z [---] followers, [---] engagements

"$AVGO Broadcom ($AVGO) is a compelling bullish play as it scales custom silicon partnerships with tech giants like Google Meta and ByteDance alongside AI leaders OpenAI and Anthropic. Beyond hardware the successful integration of VMware is significantly bolstering its cloud platform presence and high-margin recurring revenue. Broadcom ($AVGO) is a compelling bullish play as it scales custom silicon partnerships with tech giants like Google Meta and ByteDance alongside AI leaders OpenAI and Anthropic. Beyond hardware the successful integration of VMware is significantly bolstering its cloud"
X Link 2026-02-05T23:07Z [---] followers, [---] engagements

"$HIMS $NVO On February [--] [----] FDA Commissioner Marty Makary warned that the agency will take swift action against companies mass-marketing illegal copycat drugs that falsely claim similarity to FDA-approved products a statement widely interpreted as targeting Hims & Hers' ($ HIMS) recent launch of low-cost compounded semaglutide pills mimicking Novo Nordisk's ( $NVO) Wegovy amid escalating regulatory and legal tensions in the GLP-1 weight-loss drug market. https://twitter.com/i/web/status/2019564459535266071 https://twitter.com/i/web/status/2019564459535266071"
X Link 2026-02-06T00:11Z [---] followers, [---] engagements

"$BITCOIN $IBIT $MSTR Bitcoin has plunged dramatically to around $60000$62000 on February [--] [----] marking a shocking 1518% single-day drop and erasing much of its [----] gains amid intensified sell-offs renewed "crypto winter" fears and broad risk-off sentiment in global markets. https://twitter.com/i/web/status/2019569568528887814 https://twitter.com/i/web/status/2019569568528887814"
X Link 2026-02-06T00:31Z [---] followers, [---] engagements

"U.S. stock markets extended their selloff as major indexes with the S&P [---] down 1.2% Dow Jones off 1.2% and the Nasdaq sliding 1.6% fell sharply on renewed tech weakness labormarket concerns and broad riskoff sentiment that pushed the S&P [---] into negative territory for the year and dragged bitcoin and other assets lower. https://twitter.com/i/web/status/2019579147476246672 https://twitter.com/i/web/status/2019579147476246672"
X Link 2026-02-06T01:09Z [---] followers, [--] engagements

"$RBLX Roblox (RBLX) reported Q4 revenue of $2.22B (+43% YoY) bookings up 63% and DAUs rising to 144M (+69%) while guiding FY2026 bookings at $8.28$8.55B (above estimates) sending shares up double-digits in pre-market trading"
X Link 2026-02-06T11:11Z [---] followers, [--] engagements

"$GLXY On February [--] [----] Galaxy Digital ( $GLXY) announced a board-approved $200 million share repurchase program triggering a 17% stock surge as the company leverages a strong balance sheet to return capital to shareholders"
X Link 2026-02-06T16:14Z [---] followers, [---] engagements

"$OSCR Oscar Health shares have plummeted nearly 50% from their 52-week high to trade near $12.28 as of February [----] driven by a volatile mix of surging medical costs that spiked the company's Medical Loss Ratio intense investor anxiety over the imminent expiration of enhanced Affordable Care Act subsidies that threaten to slash membership by up to 30% and significant political uncertainty following proposals to bypass traditional insurers all while the market braces for a potentially difficult February 10th earnings report. https://twitter.com/i/web/status/2019850726948880672"
X Link 2026-02-06T19:08Z [---] followers, [---] engagements

"$HIMS $NVO Hims & Hers Health ( $HIMS) shares plunged approximately 13-14% in after-hours trading on February [--] [----] following a dramatic regulatory escalation in which the U.S. Food and Drug Administration announced plans to restrict GLP-1 active ingredients in non-approved compounded drugs mass-marketed as alternatives to branded weight-loss treatments like Novo Nordisk's Wegovy while HHS General Counsel Mike Stuart simultaneously referred the telehealth company to the Department of Justice for potential violations of the Federal Food Drug and Cosmetic Act and related federal laws amid"
X Link 2026-02-07T04:11Z [---] followers, [---] engagements

"$VRT $VRT is rapidly approaching the potential threshold for S&P [---] inclusion. As its market capitalization expands profitability improves and demand for AI data centers grows robustly market expectations for its future index inclusion are heating up"
X Link 2026-02-07T17:43Z [---] followers, [--] engagements

"$HIM $NVO Hims & Hers ( $HIM) has halted sales of its $49/month compounded semaglutide pilla cheaper copycat of Novo ( $NVO) 's Wegovy oral weight-loss drugafter facing FDA threats of enforcement action restrictions on GLP-1 ingredients in non-approved compounded drugs and potential legal challenges from Novo Nordisk over patent and safety concerns. https://twitter.com/i/web/status/2020263018643484684 https://twitter.com/i/web/status/2020263018643484684"
X Link 2026-02-07T22:26Z [---] followers, [---] engagements

"Why Shopify ( $SHOP ) is a high-conviction opportunity after the SaaS sell-off 1/12 The SaaS meltdown crushed Shopifys stock but not its business. What happened was multiple compression driven by rates not a collapse in fundamentals. That gap is the opportunity. 2/12 Valuation reset matters. $SHOP now trades well below its historical multiples and only modestly above slower-growing SaaS peers despite having better growth durability stronger cash flow and a cleaner balance sheet. 3/12 Compared with mature SaaS (CRM ADBE NOW) Shopify grows faster. Compared with high-growth SaaS Shopify is more"
X Link 2026-02-07T23:45Z [---] followers, [---] engagements

"$HIM is no longer just a cheap alternative its fighting for survival. FDA threats tighter rules on unapproved GLP-1 compounded drugs and potential $NVO patent lawsuits have forced Hims & Hers ($HIM) to halt its $49/month oral semaglutide pill once seen as a low-cost Wegovy alternative. What this means: 👉 GLP-1 growth is no longer a gray zone for $HIM 👉 Regulatory pressure is eroding its pricing edge fast https://twitter.com/i/web/status/2020298307504075214 https://twitter.com/i/web/status/2020298307504075214"
X Link 2026-02-08T00:47Z [---] followers, [---] engagements

"BREAKING: $750 MILLION LOSS IN WEEKS Jack Yi's Trend Research has fully liquidated its massive leveraged ETH long on Aave. 658k773k ETH dumped over days at average prices of $2058$2326 to repay loans. Realized loss now sits between $688$750 million. All previous profits erased. Position now hundreds of millions in the red. Portfolio essentially wiped out. Even experienced players get destroyed when leverage goes the wrong way. Is this the final capitulation bottom for ETH or more downside ahead #Ethereum #Crypto #ETH #Bitcoin #Leverage #Web3"
X Link 2026-02-08T15:47Z [---] followers, [--] engagements

"7.5 Jack Yi Trend Research Aave ETH [----] [----] ETH $2058$2326 6.887.5 ETH # # #ETH # # #Web3"
X Link 2026-02-08T15:54Z [---] followers, [--] engagements

"When youre deciding which sector to invest in Canada start with the facts most investors ignore: Canada ranks: 1st in freshwater 1st in uranium 1st in potash 2nd in nickel 3rd in oil 5th in gold This isnt a tech story or a hype trade. Its a hard-asset superpower hiding in plain sight. Energy security food security electrification and water scarcity are long-cycle themes. Canada sits at the center of all four. https://twitter.com/i/web/status/2020548143604219927 https://twitter.com/i/web/status/2020548143604219927"
X Link 2026-02-08T17:19Z [---] followers, [--] engagements

"BREAKING: Japan's first female PM Sanae Takaichi just CRUSHED it in a historic snap election 🔥 Her LDP coalition secured a supermajority (up to 366/465 seats in the lower house per NHK exit polls) giving her massive power to push pro-growth reforms tax cuts stronger defense tougher China stance and "Japan First" policies. Young voters went wild with "Sanamania she gambled on a winter election amid blizzards. and WON BIG. Market implications right now: - Japanese stocks (Nikkei rally incoming from fiscal boost & growth agenda) - Yen likely weaker (more spending/debt tolerance) - Bond yields"
X Link 2026-02-08T17:30Z [---] followers, [---] engagements

"@Leontraveller_ ETF 30%"
X Link 2026-02-09T01:31Z [---] followers, [---] engagements

"@covie_93 Trump: calls an American Olympian a loser Obama: You make us proud Pick a side America"
X Link 2026-02-09T04:01Z [---] followers, [--] engagements

"HIMS ( $HIMS) Stock Plummets 25%: Novo Nordisk Lawsuit Kills $49 Weight-Loss Pill The "Ozempic-killer" dream for Hims & Hers Health ( $HIMS) hit a massive wall today as shares cratered 25.25% following a high-stakes patent lawsuit from Novo Nordisk and a crushing FDA crackdown that forced the company to pull its viral $49 weight-loss drug from the market. https://twitter.com/i/web/status/2020889641638035721 https://twitter.com/i/web/status/2020889641638035721"
X Link 2026-02-09T15:56Z [---] followers, [---] engagements

"Redwire Corporation ( $RDW) stands out as a key player in the expanding space and defense sectors powering Blue Origin's ambitious lineupincluding Orbital Reef space station Blue Ring mobility platform Blue Moon lunar lander and Blue Alchemist's groundbreaking regolith-to-solar-cell tech for sustainable lunar baseswhile securing a spot on the massive $151 billion Missile Defense Agency SHIELD IDIQ contract to bolster U.S. homeland missile defense capabilities. https://twitter.com/i/web/status/2020923001689301213 https://twitter.com/i/web/status/2020923001689301213"
X Link 2026-02-09T18:09Z [---] followers, [---] engagements

"Redwire Corporation $RDW Blue Origin Orbital Reef Blue Ring Blue Moon Blue Alchemist Redwire MDA [----] SHIELD IDIQ"
X Link 2026-02-09T18:11Z [---] followers, [---] engagements

"Oscar Health ( $OSCR) Just Dropped a Monster [----] Outlook After Q4 Miss Premarket Rebound in Play Q4 revenue came in at $2.81B (up 17% YoY) but missed estimates by $310M. GAAP loss widened to $1.24/share vs expectations with MLR climbing to 95.4%. The big draw is the forward guidance: [----] revenue projected at $18.7B$19.0B (a massive 60% leap from 2025s $11.7B) positive operating earnings of $250M$450M and MLR improving sharply into the low-80s. Closed [----] with a record [---] million members after a strategic reset in the individual ACA market. Management is doubling down on tech-powered plans"
X Link 2026-02-10T14:21Z [---] followers, [---] engagements

"Oscar Health $OSCR Q4 [----] Q4 [----] 17% [---] GAAP [----] MLR 95.4% [----] [------] [----] [---] 60% 2.54.5 MLR 80% [----] ACA [---] 5% [----] 4%7%+ [--] https://twitter.com/i/web/status/2021231222266167303 https://twitter.com/i/web/status/2021231222266167303"
X Link 2026-02-10T14:34Z [---] followers, [---] engagements

"$VRT Earnings Tomorrow Calm Before the Next Move Vertiv Holdings ( $VRT) is set to report its Q4 [----] earnings tomorrow Wednesday February [--] [----] before the market opens. Expectations are high as Vertiv continues to be a primary "picks-and-shovels" play for the AI boom specifically through its liquid cooling and power management solutions. The Numbers to Watch Wall Street is looking for significant year-over-year growth. Here are the consensus estimates: Earnings Per Share (EPS): $1.29 (expected increase of 30% YoY). Revenue: $2.88 billion (expected increase of 23% YoY). Backlog: Investors"
X Link 2026-02-10T18:39Z [---] followers, [---] engagements

"$UPST vs $PGY AI 1/$UPST $PGY AI / + 2/ AI FICO / 3/$UPST Upstart AI 4/$PGY Pagaya AI 5/ $UPST $PGY ABS / forward flow 6/ $UPST $PGY UPST = Beta PGY = 7/ $UPST $PGY PGY 8/ $UPST $PGY UPST PGY 9/ $UPST + + $PGY + + UPST PGY 10/ + $UPST $PGY AI https://twitter.com/i/web/status/2021297223066325304 https://twitter.com/i/web/status/2021297223066325304"
X Link 2026-02-10T18:56Z [---] followers, [---] engagements

"Why Optical Interconnects Are the Next Frontier of the AI Trade 1/10 The AI revolution has moved beyond the GPU. In [----] the bottleneck is no longer how fast a chip can compute but how fast data moves between chips. The industry is hitting a physical wall with copper triggering a massive pivot toward optical infrastructure. 2/10 The Physical Layer: The Glass Monopoly. Corning ( $GLW) has transformed from a traditional materials company into a critical AI infrastructure play. Their high-density fiber solutions are the literal plumbing for next-generation data centers. Without specialized glass"
X Link 2026-02-10T20:32Z [---] followers, [--] engagements

"Robinhood ( $HOOD) Q4 [----] Earnings Quick Hit: - EPS: $0.66 Beat estimates ($0.63$0.64) ✅ - Revenue: $1.28B Missed estimates ($1.33B$1.35B) ❌ Crypto revenue tanked 38% YoY dragging transaction revenue lower despite strong options/equities gains. After-hours reaction: Stock plunged 78% (reports from -6% to -8.6%). https://twitter.com/i/web/status/2021341704352329813 https://twitter.com/i/web/status/2021341704352329813"
X Link 2026-02-10T21:53Z [---] followers, [---] engagements

"$ALAB Q4 Earnings: Astera Labs just reported record results but shares are seeing a "sell the news" reaction after-hours. Q4 Scorecard (Non-GAAP) * Revenue: $270.6M (vs. $249.5M Est.) 🟢 * EPS: $0.58 (vs. $0.51 Est.) 🟢 * Op. Income: $109.1M (vs. $100M Est.) 🟢 * Gross Margin: 75.7% (Elite profitability) Q1 [----] Guidance * Revenue: $286M$297M (vs. $260M Est.) 🔥 * EPS: $0.53$0.54 (vs. $0.52 Est.) 🟢 The After-Hours Twist : * Price Action: Down 7.9% to $168.35. * The Catalysts: CFO Mike Tate is transitioning to an advisory role (replaced by Desmond Lynch) and Q1 margin guidance (74%) is a"
X Link 2026-02-10T22:05Z [---] followers, [---] engagements

"$ALAB Q4 Astera Labs sell the news Q4 GAAP [-----] [-----] 🟢 EPS0.58 0.51🟢 [-----] [----] 🟢 75.7% [----] Q1 [----] [----] [----] 🔥 EPS0.530.54 0.52🟢 7.9% [------] CFO Mike Tate Desmond Lynch Q1 74% Q4 https://twitter.com/i/web/status/2021345152640614723 https://twitter.com/i/web/status/2021345152640614723"
X Link 2026-02-10T22:06Z [---] followers, [---] engagements

"Spotify ( $SPOT) crushed Q4 [----] earnings with beats across the board and record user adds Q4 Key Results vs. Consensus Estimates: - Monthly Active Users (MAUs): 751 million (+11% YoY Consensus 745745.4M Beat by +6M) - Premium Subscribers: 290 million (+10% YoY Consensus 289289.3M Beat by +1M) - Revenue: 4.53 billion ($5.3B) (+13% YoY constant currency Consensus 4.54.61B Slight beat 1050M) - Gross Margin: 33.1% (record high) (+83 bps YoY Beat expectations for continued expansion) - Operating Income/Margin: 701 million (15.5% margin)"
X Link 2026-02-10T22:17Z [---] followers, [--] engagements

"@MikeLongTerm The drama has already priced in and obviously be overreacted $HIMS platform is still intact and market will revert to its fundament . This is good time to buy dip for long time"
X Link 2026-02-11T01:05Z [---] followers, [---] engagements

"Upstart ( $UPST) delivered a compelling Q4 [----] earnings report on February [--] [----] sparking strong initial enthusiasm in after-hours trading. Key highlights: - Revenue hit $296.1 million beating estimates of $288-289 million (up 35% YoY). - Fee revenue reached $265 million. - Net income turned positive at $18.6-19 million (vs. a loss last year) with GAAP EPS of $0.17 (beat some GAAP consensus near $0.15 but missed adjusted EPS estimates around $0.46-0.47). - Transaction volume surged to $3.2 billion (up 52% YoY exceeding expectations). - Loans originated totaled [------] (up 86% YoY). -"
X Link 2026-02-11T04:07Z [---] followers, [---] engagements

"Vertiv ( $VRT) Q4 [----] Earnings: Mixed Quarter Explosive Guidance & AI Demand Surge Vertiv delivered solid results driven by AI data center momentum with forward indicators far outpacing the quarter investors are rewarding the massive backlog and blowout [----] outlook. Q4 [----] vs. Estimates Revenue: $2.88B vs. Est. $2.89B Slight miss (but +23% YoY organic growth strong) Adjusted EPS: $1.36 vs. Est. $1.29$1.30 Beat** (+56%) GAAP Diluted EPS: $1.14 vs. Est. $1.30 Miss (non-adjusted items impacted) Adjusted Operating Margin: 23.2% +170 bps YoY (strong expansion) Key Demand Signals (the real"
X Link 2026-02-11T16:07Z [---] followers, [---] engagements

"Astera Labs ( $ALAB ): Why a 115% Growth Rate Resulted in a 20% Sell-Off [--]. The Amazon Deal Accounting The company signed a landmark [---] billion dollar purchase agreement with Amazon. While this guarantees massive long-term revenue the deal includes stock warrants. Under accounting rules these warrants are treated as a reduction in revenue. This will create a persistent 2% drag on gross margins every quarter starting in [----] which the market interpreted as the "cost" of buying growth. [--]. Shrinking Profit Margins Management issued a lower-than-expected forecast for profit margins in the coming"
X Link 2026-02-11T17:40Z [---] followers, [---] engagements

"Upstart $UPST Upstart $UPST 2025AI EPS Upstart 2.962.88EPS0.170.4663% 53%61%Upstarttake rate CEO Dave Girouard202651Paul GuCEO Paul GuUpstart AI UpstartAI 20% 5UpstartUMI2026Upstart35% UpstartQ4CEO https://twitter.com/i/web/status/2021641375968899205 https://twitter.com/i/web/status/2021641375968899205"
X Link 2026-02-11T17:43Z [---] followers, [---] engagements

"$LMND Earnings Preview: Growth Intact Profitability Still in Focus Lemonade reports Q4 earnings on February [--] (pre-market). Heres what Wall Street is expecting: Revenue Consensus estimate: $218 million Analyst range: $204M$222M Implies continued strong year-over-year growth EPS Consensus estimate: $0.39 Analyst range: $0.47 to $0.29 Expected to show narrowing losses vs. last quarter ($0.51) Analyst 12-Month Price Targets Consensus target: roughly $60$72 depending on source Bull case targets: as high as $90+ Bear case targets: as low as $40 Takeaway Wall Street expects solid top-line growth"
X Link 2026-02-11T18:37Z [---] followers, [--] engagements

"Astera Labs$ALAB 115% 20% [--]. [--] [----] 2% [--]. 74% 76% Taurus [--]. CFO Mike Tate Rambus [--]. AI Astera [----] [--]. [---] [----] https://twitter.com/i/web/status/2021656831740064255 https://twitter.com/i/web/status/2021656831740064255"
X Link 2026-02-11T18:45Z [---] followers, [---] engagements

"Cathie Wood's ARK Invest made a bold move on February [--] [----] aggressively scooping up [------] shares of Robinhood ( $HOOD ) across its ARKK ARKW and ARKF ETFs for a precise total of $37133793 signalling her strong conviction that the fintech leader's current price dip represents a compelling long-term opportunity in the evolving digital trading and crypto-enabled landscape. This substantial purchase highlights Wood's ongoing strategy of capitalizing on market volatility to build positions in innovative platforms like Robinhood which continues to demonstrate robust growth in areas such as Gold"
X Link 2026-02-12T01:46Z [---] followers, [---] engagements

"Cathie Wood ARK Invest [----] [--] [--] ARKKARKW ARKF ETF [------] Robinhood $HOOD [--------] Robinhood Robinhood Gold https://twitter.com/i/web/status/2021828668432199773 https://twitter.com/i/web/status/2021828668432199773"
X Link 2026-02-12T06:08Z [---] followers, [--] engagements

"$NBIS (Nebius) Q4 Earnings Snapshot Nebius just reported and results came in below expectations: EPS: -$0.68 vs. -$0.54 est. miss Revenue: $228M vs. $239M est. miss YoY Revenue Growth: 547% Net Loss: $250M (widened YoY)"
X Link 2026-02-12T13:23Z [---] followers, [---] engagements

"$NBISNebiusQ4 Nebius EPS-0.68 [-----] [----] [----] 547% 2.5"
X Link 2026-02-12T16:28Z [---] followers, [---] engagements

"Gold down. Silver down harder. Crypto pulling back. Stocks under pressure. Dollar slipping. What can we do now"
X Link 2026-02-12T19:22Z [---] followers, [--] engagements

"President Trump signed an executive order today requiring the Pentagon to enter long-term power purchase agreements with coal-fired plants to supply reliable electricity to military bases prompting strong criticism from climate advocates and enthusiastic support from coal-producing regions while driving significant gains in shares of major coal companies including Peabody Energy ( $BTU) Warrior Met Coal ( $HCC) Core Natural Resources ( $CNR) Alliance Resource Partners ( $ARLP) and Alpha Metallurgical Resources ( $AMR) as the administration advances its energy independence agenda."
X Link 2026-02-12T06:06Z [---] followers, [--] engagements

"AIs Next Bottleneck: Why Connectivity Matters as Much as Compute Lets break it down. 1/ Phase [--] of the AI boom was obvious: $NVDA NVIDIA GPU scarcity explosive revenue growth margin expansion multiple expansion. Compute was the bottleneck. But bottlenecks shift. 2/ As AI clusters scale to tens of thousands of GPUs the constraint is no longer just compute power. Its: GPU-to-GPU bandwidth Rack-to-rack latency Power efficiency per bit transferred AI is entering Phase 2: Compute bottleneck Interconnect bottleneck 3/ Training frontier models requires massive parallelization. If GPUs cannot"
X Link 2026-02-13T23:54Z [---] followers, [---] engagements

"Gemini Research Report of Tourmaline Oil Corp. Date: January [--] [----] [--]. Executive Summary Tourmaline Oil Corp. enters [----] as the preeminent natural gas producer in Canada currently undergoing a fundamental transformation from a regional driller into a global energy supplier. Despite a challenging [----] characterized by 30-year lows in local natural gas prices the company has maintained its "financial fortress" status through aggressive cost-cutting strategic asset reallocation and a massive pivot toward international liquefied natural gas (LNG) markets. The investment thesis centers on the"
X Link 2026-01-16T20:55Z [---] followers, [--] engagements

"Its been a rough ride for The Trade Desk ( $TTD). Once the darling of the ad-tech world the stock has been hammered over the last year recently hitting a low around $27a massive fall from its high of over $125. Here is the breakdown of what happened and where things stand: The Big Slide In [----] $TTD actually took the title of the worst-performing stock in the S&P [---]. While most software stocks struggled $TTD lost nearly 70% of its value in a single year. The selling hasnt stopped in early [----] with the stock dropping another 10% just last week after their CFO resigned unexpectedly after only"
X Link 2026-02-04T13:06Z [---] followers, [---] engagements

"$MSTR MicroStrategy ($MSTR) reported Q4 [----] revenue of $123 million beating estimates by 3% but recorded a $12.4 billion net loss driven by a $17.4 billion unrealized fair-value hit on its Bitcoin holdings as the price fell from $120000 to $89000 in the quarter; despite the loss the company now holds [------] BTC at an average cost of $76052 per coin with a [----] BTC yield of 22.8% sending shares surging as much as 18% intraday on February [--] [----] to close near $126.59 as Bitcoin paused its decline and rebounded from $60000 toward $69000. https://twitter.com/i/web/status/2019809045327360077"
X Link 2026-02-06T16:22Z [---] followers, [--] engagements

"Credo Technology ( $CRDO) unveiled a blockbuster preliminary Q3 FY2026 revenue outlook of $404$408 millionsurging 18% above its prior guidance and delivering explosive 51% sequential growthpositioning the company as a critical high-speed connectivity powerhouse poised to capitalize on relentless AI data center expansion with superior power-efficient Active Electrical Cables that continue to dominate short-reach interconnects over traditional optics. https://twitter.com/i/web/status/2021096973793886246 https://twitter.com/i/web/status/2021096973793886246"
X Link 2026-02-10T05:40Z [---] followers, [---] engagements

"$CRDO: The High-Speed AI Data Center Play Set to Capture Multi-Year Growth [--]. Company Overview Credo Technology Group is a semiconductor technology company focused on highspeed connectivity solutions for data centers and cloud infrastructure. Its products include Active Electrical Cables (AECs) optical Digital Signal Processors (DSPs) and retimers/SerDesbased interconnect solutions designed to support high bandwidth lowlatency communication within and between AI servers and racks. These technologies are increasingly used in hyperscale AI and cloud compute environments. [--]. Market Opportunity"
X Link 2026-02-10T06:54Z [---] followers, [---] engagements

"$UPST vs $PGY Two AI lending stocks very different bets 1/ At a glance $UPST and $PGY look similar: Both use AI / machine learning to improve credit underwriting. Both sit at the intersection of fintech + capital markets. Both are highly sensitive to the credit cycle. But thats where the similarity mostly ends. 2/ What they both do (the overlap): Use AI models to price credit risk better than traditional FICO Partner with banks / lenders rather than being pure consumer brands Depend on institutional capital to scale loan volume Stocks move hard with rates liquidity and risk appetite Same"
X Link 2026-02-10T15:42Z [---] followers, [---] engagements

"Peabody Energy $BTU Warrior Met Coal $HCC Core Natural Resources $CNR Alliance Resource Partners $ARLP Alpha Metallurgical Resources $AMR https://twitter.com/i/web/status/2021842985080746325 https://twitter.com/i/web/status/2021842985080746325"
X Link 2026-02-12T07:05Z [---] followers, [---] engagements

"McDonalds ( $MCD) released its Q4 [----] earnings on February [--] 2026: Revenue: $7.0 billion up 10% YoY Net Profit: $2.16 billion up 7% YoY Profit Margin: 31% (calculated from net profit/revenue) The company also announced plans to open approximately [----] new restaurants globally in [----] with around [---] in the U.S. Despite a challenging consumer environment McDonalds achieved double-digit revenue growth and continues aggressive expansion signaling strong confidence in its brand resilience and future growth prospects. https://twitter.com/i/web/status/2021983818069221443"
X Link 2026-02-12T16:24Z [---] followers, [--] engagements

"@qinbafrank CrowdStrike Rubrik. Lemonade Upstart Oscar Health"
X Link 2026-02-14T14:20Z [---] followers, [---] engagements

"Celestica ( $CLS ) The Hidden Network Kingmaker of AI Infrastructure In [----] Celestica has evolved from a contract manufacturer into a core engineering partner powering AI infrastructure. 1/ What Celestica Actually Does They build the physical backbone of AI at scale: Full AI Pods: Integrated racks combining compute storage and 1.6T networking ready to deploy. Custom Silicon Support: Manufacturing proprietary AI chips (like Google TPUs) and the server boards that run them. Open Networking (SONiC): Hardware that avoids vendor lock-in using open-source OS. Lifecycle Management: Liquid cooling"
X Link 2026-02-14T15:36Z [---] followers, [--] engagements

"Alphabet $GOOGL $GOOGL Alphabet AI 1/11 Gemini Alphabet AI Chrome Google Home 2/11 Waymo [----] [---] [--] 3/11 Quantum AI Willow 4/11 $ASTS AST SpaceMobile 5/11 $PL Planet Labs AI 6/11 $RVMD Revolution Medicines) $TEM TempusAI ) $DXCM Dexcom 7/11 AI $ARM Arm Holdings AI 8/11 $PATH UiPath $GTLB GitLab AI 9/11 SpaceX 10/11 Moonshot FactoryX [--] TaaraHeritable AgricultureAI Chorus AI WaymoWing 11/11 $GOOGL AI https://twitter.com/i/web/status/2022697561723945413 https://twitter.com/i/web/status/2022697561723945413"
X Link 2026-02-14T15:40Z [---] followers, [--] engagements

"China Announces Zero-Tariff Access for [--] African Nations Starting May [----] Chinese President Xi Jinping announced on February [--] [----] that China will implement zero-tariff treatment on all imports from [--] African countries maintaining diplomatic relations with Beijing effective May [--] [----] excluding Eswatini due to its ties with Taiwan in a move to boost African exports and deepen bilateral economic ties amid global trade competition. https://twitter.com/i/web/status/2022698637416108477 https://twitter.com/i/web/status/2022698637416108477"
X Link 2026-02-14T15:45Z [---] followers, [--] engagements

"@peng_hellen $RKLB 5"
X Link 2026-02-14T16:59Z [---] followers, [--] engagements

"How to Gain Exposure to Anthropic Before Its Potential IPO Publicly Traded Options Anthropic remains a private company with no public stock ticker. A [----] IPO is widely discussed but not confirmed. Retail investors can access exposure today through ETFs funds or shares of major backers. Direct Exposure via Publicly Traded Funds/ETFs (holding actual Anthropic equity): - $VCX (Fundrise Innovation Fund NYSE-listed) Anthropic 17.6% of the portfolio (second-largest holding as of January [--] 2026; behind Databricks at 18.3%). Offers broad private-tech exposure including OpenAI and others. Easy"
X Link 2026-02-14T17:27Z [---] followers, [--] engagements

"How to invest SpaceX before IPO As of February [--] [----] SpaceX remains a private company meaning it does not have a traditional stock ticker on public exchanges like the NYSE or Nasdaq. However the landscape for investors shifted dramatically today with the official announcement that SpaceX has acquired xAI. This landmark merger values the combined entity at approximately $1.25 trillion and integrates Musk's AI development (Grok) social media data (X) and satellite infrastructure (Starlink) into a single powerhouse. This consolidation is widely viewed as the final step toward a massive SpaceX"
X Link 2026-02-03T01:47Z [---] followers, [---] engagements

"Why Alphabet ( $GOOGL) Is the Single Best Way to Own the Future of Technology Investing in $GOOGL means owning tomorrows most important technologies. Alphabet funds the biggest bets in AI autonomy quantum global connectivity planetary data precision health and radical moonshots. Key future investments: 1/11 Gemini Alphabets leading AI. Hundreds of millions of users. Powers smarter search apps assistance Chrome features Google Home and enterprise tools. 2/11 Waymo World-leading driverless rides. Already operating in multiple cities. Targeting [--] million paid weekly rides by end-2026 + expansion"
X Link 2026-02-14T02:44Z [---] followers, [--] engagements

"nVent ( $NVT ) AI [--]. nVent AI nVent Liquid Cooling 45% [--]. AI [----] nVent 270% [--] AI nVent NVIDIA GB200 [--]. Vertiv ($VRT)Eaton ($ETN) nVent Hoffman ERICO AI AI 100%/EBITDA 1.6x [--]. ( [----] ) [----] [--] 30%2026 15%-18% [----] EPS $4.00-$4.15 20%-24% CoolIT [--]. AI [----] nVent [----] [----] nVent nVent AI AI nVent https://twitter.com/i/web/status/2022894663674568883 https://twitter.com/i/web/status/2022894663674568883"
X Link 2026-02-15T04:44Z [---] followers, [--] engagements

"My Investment Plan: Im a long-term investor and usually stick to a buy-and-hold strategy. With the market sell-off happening Im not in a rush to buy the dipI prefer to wait. That said if any of these stocks hit my target prices Ill jump in without hesitation: $HOOD below around $68 $RKLB below around $55 $HIMS below around $12.5 $SOFI below around $17.5 $ZETA below around $13.5 $OSCR below around $12.5 $LMND below around $57 Patience is key but Im ready when the opportunity shows up. https://twitter.com/i/web/status/2022769394867491056 https://twitter.com/i/web/status/2022769394867491056"
X Link 2026-02-14T20:26Z [---] followers, [--] engagements

"Germans Still Prefer Domestic EVs Over Cheaper Chinese Models Berlin Feb [--] [----] A November [----] Oliver Wyman survey of 1000+ Germans shows 43% consider domestic manufacturers the most competitive in electric vehicles compared with 23% for China. While 42% would consider a Chinese-brand EV mainly for lower price 34% explicitly rule them out most often due to quality and safety concerns. Germany registered [------] pure battery-electric vehicles in [----] (KBA data). Chinese brands like BYD are growing but remain marginal in market share. The findings highlight an opportunity for European makers"
X Link 2026-02-15T11:23Z [---] followers, [--] engagements

"$VRT Vertiv Holdings$VRT2026 [--] [--] [----] Q4 Vertiv AI EPS [----] 30% [----] 23% Backlog [--] [--] [----] [----] Q4 20%+ [--] Nvidia Nvidia [--] 22% Vertiv [--] [---] VRT [----] Q1 [---] VRT [---] Zacks #2 / [----] [--] [----] Book-to-Bill Ratio [---] [---] VRT AI https://twitter.com/i/web/status/2021322341045952964 https://twitter.com/i/web/status/2021322341045952964"
X Link 2026-02-10T20:36Z [---] followers, [---] engagements

"Upstart ( $UPST) Earnings Paradox: Why a Revenue Beat Led to a Market Sell-off Upstart ( $UPST) recently reported its Q4 [----] results and while the headline numbers suggested a "double beat" the stock faced immediate downward pressure. For a company priced as a high-growth AI disruptor Wall Streets reaction highlights a pivot from valuing "growth at all costs" to "quality of earnings." Here are the three critical factors that explain why the market turned cold despite the beat: [--]. The Massive EPS Miss and Margin Erosion While Upstart exceeded revenue expectations it failed significantly on"
X Link 2026-02-11T17:11Z [---] followers, [----] engagements

"$HOOD [--] $RKLB [--] $HIMS [----] $SOFI [----] $ZETA [----] $OSCR [----] $LMND [--] https://twitter.com/i/web/status/2022870736743075858 https://twitter.com/i/web/status/2022870736743075858"
X Link 2026-02-15T03:09Z [---] followers, [---] engagements

"General Motors (GM) Maintains Momentum Amid Analyst Optimism As of February [--] [----] General Motors (NYSE: GM) shares are trading around $81 following a recent weekly dip of about 3.75% but remaining well above earlier levels after a strong [----] performance. Benchmark analyst Mickey Legg reiterated a Buy rating on GM stock raising the price target to $90 from $65. The upgrade reflects GM's successful execution in [----] including tighter cost controls improved vehicle mix accelerating reductions in EV losses disciplined pricing tariff mitigation and robust free cash flow generation."
X Link 2026-02-15T11:41Z [---] followers, [--] engagements

"2026215202511Oliver Wyman 100043%23% 42%34% Kraftfahrt-Bundesamt (KBA) [--------] BYD https://twitter.com/i/web/status/2023000441684894172 https://twitter.com/i/web/status/2023000441684894172"
X Link 2026-02-15T11:44Z [---] followers, [--] engagements

"Breaking: Inflation cooled more than anticipated in January as falling energy prices pulled the headline rate to a multi-year low. January [----] Data vs. Estimates Headline CPI (YoY): 2.4% Actual 2.5% Estimate (Beat) Headline CPI (MoM): 0.2% Actual 0.3% Estimate (Beat) Core CPI (YoY): 2.5% Actual 2.5% Estimate (Matched) Core CPI (MoM): 0.3% Actual 0.3% Estimate (Matched) Key Takeaways Energy Impact: A sharp 1.5% drop in energy costs was the primary driver behind the lower headline figure. Core Stability: Core inflation (excluding food/energy) remains steady at 2.5% its lowest level since 2021."
X Link 2026-02-13T13:45Z [---] followers, [--] engagements

"Supreme Court Sets Feb. [--] Opinion Day as Trump Tariffs Ruling Awaits Washington D.C. Feb. [--] [----] The U.S. Supreme Court today announced February [--] [----] as its next opinion release date after winter recess with additional days on Feb. [--] and [--]. All eyes are on the pending challenge to President Trumps IEEPA tariffs (25% Canada/Mexico 10%+ China) argued Nov. [--] [----]. Lower courts invalidated them ruling IEEPA does not authorize presidential tariffs. Markets currently give 70% odds the tariffs are struck down potentially triggering large importer refunds. February [--] is now the earliest"
X Link 2026-02-13T16:51Z [---] followers, [--] engagements

"China Implements 30-Day Visa-Free Entry for UK and Canadian Citizens Starting February [--] [----] Beijing February [--] [----] China's Ministry of Foreign Affairs has officially confirmed a unilateral visa-free policy for ordinary passport holders from the United Kingdom and Canada. Effective from February [--] [----] through December [--] [----] eligible travelers can enter China without a visa for stays of up to [--] days. The policy covers purposes including business tourism visiting family or friends exchanges and transit. It follows recent high-level visits to Beijing by UK Prime Minister Keir Starmer"
X Link 2026-02-15T11:55Z [---] followers, [--] engagements

"General MotorsNYSE: GM 2026215813.75%2025 BenchmarkMickey LeggGM65902025 899010%11%SUV20%60 https://twitter.com/i/web/status/2023004162234200179 https://twitter.com/i/web/status/2023004162234200179"
X Link 2026-02-15T11:59Z [---] followers, [--] engagements

"Added positions: Copper ( $COPP) and Silver ( $SVR) building exposure to key industrial and precious metals"
X Link 2025-10-08T15:05Z [---] followers, [--] engagements

"Track $RXRX closely. Recursion Pharmaceuticals AI-powered Recursion OS is the core of their platform analyzing massive biological and chemical data to accelerate drug discovery"
X Link 2025-10-25T06:41Z [---] followers, [---] engagements

"Many analysts are mentioning $ANET in their [----] recommendations highlighting its strong positioning in AI-driven data center and cloud networking. With consistent execution and secular tailwinds from AI infrastructure spending Arista Networks remains a high-conviction name in long-term outlooks. https://twitter.com/i/web/status/2005505565045485959 https://twitter.com/i/web/status/2005505565045485959"
X Link 2025-12-29T05:06Z [---] followers, [--] engagements

"Gemini Report: Recursion Pharmaceuticals ( $RXRX): Jan [--] [----] The Core Business: Recursion is transforming drug discovery from a manual craft into a high-speed search problem. Instead of relying on human hypotheses they use massive robotic labs to run millions of cellular experiments. AI then analyzes these results to build a "Biological Map" identifying which drugs can flip diseased cells back to a healthy state. Recent Major Catalysts: The company just reported breakthrough Phase 1b/2 clinical data for its lead drug REC-4881. In patients with FAP (a pre-cancerous condition) 75% saw a"
X Link 2026-01-09T00:11Z [---] followers, [---] engagements

"$GLXY 202626Galaxy Digital ( $GLXY) [--] 17%"
X Link 2026-02-06T16:16Z [---] followers, [---] engagements

"$MSTR MicroStrategy $MSTR 20251.233%128.917412471350276052202522.8%66.9$MSTR20262618%126.59 https://twitter.com/i/web/status/2019809448488034788 https://twitter.com/i/web/status/2019809448488034788"
X Link 2026-02-06T16:24Z [---] followers, [--] engagements

"$OSCR [----] [--] Oscar Health [--] 50% [-----] MLRACA 30% [--] [--] https://twitter.com/i/web/status/2019851280609673321 https://twitter.com/i/web/status/2019851280609673321"
X Link 2026-02-06T19:10Z [---] followers, [---] engagements

"$SMH $SOXX $SMH $SOXX NVIDIA $SMH TSMC$SOXX $SMH NVIDIA 19.3% TSMC 10.2% Broadcom 7.2% Micron 6.6% ASML 5.9% Lam Research 5.8% AMD 5.0% Texas Instruments 5.0% Applied Materials 4.9% KLA Corp 4.8% $SOXX Micron 8.5% NVIDIA 6.9% Applied Materials 6.3% AMD 6.3% Broadcom 5.5% Lam Research 4.9% Texas Instruments 4.8% Monolithic Power 4.5% Analog Devices 4.3% ASML 4.3% TSMC $SMH $SOXX $SMH 20% $SOXX AI $SMH $SOXX https://twitter.com/i/web/status/2020205068457505131 https://twitter.com/i/web/status/2020205068457505131"
X Link 2026-02-07T18:36Z [---] followers, [--] engagements

"WhiteFiber Inc. $WYFI launched in [----] as a spin-off from Bit Digital is a New York-based company specializing in AI and high-performance computing (HPC) infrastructure. Going public on NASDAQ in August [----] it provides advanced data center and cloud solutions leveraging NVIDIA GPUs liquid cooling and scalable cloud services to support AI/ML workloads. Profitable and strategically positioned in the booming AI infrastructure market WhiteFiber is gaining attention for its growth potential. https://twitter.com/i/web/status/1974890268907508127 https://twitter.com/i/web/status/1974890268907508127"
X Link 2025-10-05T17:31Z [---] followers, [---] engagements

"As of December [--] [----] XPEL Inc. ( $XPEL)'s next earnings report (for Q4 2025) is scheduled for release before market open on March [--] [----]. will $XPEL continue an upward trend before next earning report"
X Link 2025-12-03T07:42Z [---] followers, [---] engagements

"Sold some shares $XPEL brought some shares of $TEM $LMND $HURA $NVO $VRT $MDA"
X Link 2026-01-13T17:22Z [---] followers, [---] engagements

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