@Ren_aramb Ren

Ren posts on X about ren, ai, copper, $mu the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

[--] Week [----------] +1,087,161%
[--] Month [----------] +328,589%

Mentions: [--] #

[--] Week [--] +131%
[--] Month [---] +912%

Followers: [---] #

[--] Week [---] +16%
[--] Month [---] +561%

CreatorRank: [-------] #

Social Influence

Social category influence stocks 61% finance 47% technology brands 25% countries 23% cryptocurrencies 13% currencies 12% automotive brands 7% financial services 2% celebrities 2% gaming 1%

Social topic influence ren #315, ai 17%, copper #1309, $mu #92, stocks 9%, china 9%, $fcx #12, $vale 8%, $sndk #54, $mp 7%

Top accounts mentioned or mentioned by @aleabitoreddit @kevinxu @sjcapitalinvest @nuttycld @mentoviax @xprofessorrr @leadlagreport @investingvisual @deptofwar @jrouldz @paurooteri @hyperaicapital @mat_er9 @moderndayvenom @beauty_oe @beach_trades @sonicted

Top assets mentioned Micron Technology, Inc. (MU) Freeport-McMoRan Inc (FCX) VALE S.A. (VALE) Sandisk Corporation (SNDK) MP Materials Corp. (MP) Southern Copper Corporation (SCCO) Alien Base (ALB) Nebius Group N.V. Class A Ordinary Shares (NBIS) Western Digital Corp (WDC) Metadium (META) Morgan Stanley (MS) Lam Research Corporation (LRCX) Rocket Lab USA, Inc. Common Stock (RKLB) Advanced Micro Devices (AMD) Alphabet Inc Class A (GOOGL) NuCypher (NU) Critical Metals Corp. Ordinary Shares (CRML) Tesla, Inc. (TSLA) USA Rare Earth, Inc. Class A Common Stock (USAR) PolkaBridge (PBR) Lumentum Holdings Inc. Common Stock (LITE) Coherent Inc (COHR) Microsoft Corp. (MSFT) BHP Group Limited (BHP) Litentry (LIT) Sociedad Quimica y Minera de Chile SA (SQM) Toyota Motor Corporation (TM) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Iris Energy Limited (IREN) Applied Materials, Inc. (AMAT) AppLovin Corporation (APP) Broadcom, Inc. (AVGO) NVIDIA Corp. (NVDA) Ondas Holdings Inc. Common Stock (ONDS) Palantir Technologies Inc. (PLTR) Taseko Mines Limited (TGB) CatCoin (CAT) Texas Instruments (TXN) GE Vernova Inc. (GEV) Exxon Mobil (XOM)

Top Social Posts

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

"Beautiful write up by Nutty mapped the entire AI optics supply chain. The shift from copper to optical is already happening and this are the companies building it: L0 Substrates $AXT. The raw material. Indium phosphide wafers. No wafer no laser. L1 Light Source $COHR (Coherent) + $LITE (Lumentum). The only two players building the lasers that make optical work. L2 SiPho Foundry $GFS (GlobalFoundries) + $TSMC + Tower Semi. Silicon photonics chips need a fab. These three own the capacity. L3 DSP/Analog $AVGO (Broadcom) + $MRVL (Marvell) + $MTSI (MACOM). Signal processing inside every optical"
X Link 2026-02-10T04:45Z [---] followers, [---] engagements

"@kevinxu Those normies have outperformed most of us in FinX this past month"
X Link 2026-02-13T19:05Z [---] followers, [---] engagements

"Everyones focused on GPUs memory and cooling but 60-70% of every data center dollar goes to construction. CONSTRUCTION & LABOR $FIX: MEP = 60-70% of total DC construction cost. 36% organic revenue CAGR. 80% EPS growth FY25. 16% EPS growth guided FY26. Estimates revised up 20% in [--] days. Zacks #1 Strong Buy. $PWR: Largest private army of HV linemen in North America. You cant connect a 1GW campus to the grid without them. Irreplaceable. Pricing power by definition. $EME: $12.6B backlog (+29% YoY). One of few contractors with bonding capacity for gigawatt-scale builds. [----] is peak installation"
X Link 2026-02-10T04:27Z [---] followers, [---] engagements

"U.S futures 📈"
X Link 2026-02-12T04:31Z [---] followers, [--] engagements

"$MU just held a call to kill HBM4 disqualification rumors stock up 10%. Key takeaways: HBM sold out DRAM prices rising customers getting only 50-66% of orders HBM4 shipments started [--] quarter early. Best risk/reward phase of the memory cycle. Supply wont inflect until [----]. Micron Actively Refutes HBM4 Disqualification Rumors Samsung Securities Semiconductor IT / Jong-wook Lee Micron held a conference call to address the HBM4 disqualification controversy and its stock rose 10%. How should we interpret this [--]. What Micron Said 1.Guidance: Micron Actively Refutes HBM4 Disqualification Rumors"
X Link 2026-02-12T06:10Z [---] followers, [---] engagements

"$NBIS Q4 [----] earnings are out Revenue $227M vs $242 Est. 🔴 EPS: [$-----] vs [$-----] Est 🔴 YE ARR: $1.25B (vs. $900M$1.1B prior guidance) 🟢 24% adj. EBITDA margin Other Metrics: End-2026 contracted power: raised to 3+ GW (prior [---] GW) End-2025 active power: 170MW New sites: [--] new sites across US + EMEA (per company update) Today we reported our Q4 and full-year [----] financial results. The highlights include: - ARR as of year-end was $1.25B ahead of our most recent guidance of $900M$1.1B - This paves the way for significant continued growth. We are on track to end [----] with ARR of $7B$9B"
X Link 2026-02-12T12:37Z [---] followers, [---] engagements

"@aleabitoreddit $LPTH had a glorious day +20% its been a while"
X Link 2026-02-13T00:38Z [---] followers, [----] engagements

"✍ $MU $SNDK buy the dips hold the rips. Lenovo Group Chairman and CEO Yang Yuanqing stated that the price increase for storage in the previous quarter had already reached 40% to 50% and for this quarter the increase may double while also noting that the upward price trend is now spreading to more core components. Lenovo Group Chairman and CEO Yang Yuanqing stated that the price increase for storage in the previous quarter had already reached 40% to 50% and for this quarter the increase may double while also noting that the upward price trend is now spreading to more core components"
X Link 2026-02-13T00:48Z [---] followers, [---] engagements

"$MU $SNDK a 3X increase of the data center spend is now being allocated to memory you are still early anon $MU and $SNDK ripping after Kioxia guides a massive 72% increase in revenue and 313% higher net income for next quarter. Incredible numbers The memory trade is just getting started. https://t.co/ewbNkn1Rv8 $MU and $SNDK ripping after Kioxia guides a massive 72% increase in revenue and 313% higher net income for next quarter. Incredible numbers The memory trade is just getting started. https://t.co/ewbNkn1Rv8"
X Link 2026-02-13T01:17Z [---] followers, [---] engagements

"US futures not looking so hot"
X Link 2026-02-13T12:06Z [---] followers, [--] engagements

"Part [--] of The Era of Substrates is a banger. The Lego and McMuffin analogies make one of the most complex topics in semis genuinely easy to follow. If youve struggled to understand chiplets and packaging this is the piece to read. Heres the TL;DR and what to watch as an investor. The core shift: Moores Law is dead. We cant shrink transistors anymore. So chips are being broken into chiplets and stitched back together making the connective tissue substrates and interposers the new battleground. The 3-layer breakdown: Bottom: Substrate power and physical support Middle: Interposer the"
X Link 2026-02-14T18:19Z [---] followers, [---] engagements

"The Dutch approving a 36% tax on unrealized capitals gains makes no sense here is an example as to why: Put $1000 into stock (1.0000 share). Assume a 36% unrealized gains tax charged on Jan [--] snapshots paid in cash forced selling. Year 0: End price: $2000 Year [--] (Jan 1: $2000) Shares: [------] Unrealized gain vs $1000: (20001000)1.0000 = +$1000 Tax: 36% = $360 Sell to pay: 360/2000 = [------] shares Shares left: [------] End price: $800 value $656 Year [--] (Jan 1: $800) Shares: [------] Unrealized gain vs last Jan [--] ($2000): (8002000)0.8200 = $984 Tax: $0 End price: $1200 value $984 Year [--] (Jan 1:"
X Link 2026-02-14T20:35Z [---] followers, [---] engagements

"$META SK Hynix Big meeting. Zuckerberg flies to San Jose to sit down with SK Group Chairman Chey Tae-won. Meta is aligning SK hynixs HBM roadmap directly with their in-house MTIA chip project coordinating on next-gen products beyond HBM4 and HBM4E before they even exist at scale. The vertically integrated AI stack runs from the substrate to the memory to the accelerator to the wearable on your face. $META needs SK hynix's DRAM and NAND flash for their AI models and applications. "This includes optimizing wearable devices by leveraging SK hynixs low-power DRAM and NAND flash storage supporting"
X Link 2026-02-14T22:59Z [---] followers, [---] engagements

"$XLU utilities are the physical infrastructure layer of the AI economy. The DOE projects data centers consuming up to 12% of total U.S. electricity by [----]. Thats up from 4.4% in [----]. Two decades of flat power demand just ended overnight. Goldman just flagged it. The EIA confirmed record electricity demand in both [----] and [----]. PJM capacity market clearing prices jumped over 10x year over year with data center growth cited as the primary driver. Meanwhile capital is rotating. In early [----] $694M flowed into $XLU while $476M walked out of $XLK. The market is quietly repricing who wins the"
X Link 2026-02-15T03:21Z [---] followers, [---] engagements

"$TE is the company building Americas end-to-end solar supply chain. 5GW factory operational in Dallas 2.1GW cell fab under construction in Austin FEOC-compliant and immune to Chinese import bans. At $6 this is the most asymmetric setup in the market right now. Solar will utterly dominate future electricity production Solar will utterly dominate future electricity production"
X Link 2026-02-15T14:08Z [---] followers, [---] engagements

"Ill stop being bullish when Claude doesnt need to shrink its context window. $MU (Micron) $SNDK (SanDisk) $WDC (Western Digital) Samsung Electronics SK Hynix (000660.KS) [--] https://t.co/WQC8jbJKYt [--] https://t.co/WQC8jbJKYt"
X Link 2026-01-22T04:08Z [---] followers, [----] engagements

"@aleabitoreddit Memory Supercycle Alpha Picks: $VECO ($2B): Laser annealing for HBM - just won tier-1 eval merging w/ $ACLS in H2'26 trading at 90% discount vs peers $PLAB ($2.1B): EUV photomask leader - high-end now 42% of revenue only US trusted supplier HBM4 supply chain is the way"
X Link 2026-01-22T17:07Z [---] followers, [---] engagements

"The mineral supercycle is here. By 2035: 33% copper deficit 38% lithium shortage. Pure plays: Copper: $COPX - ETF $FCX - Miner Lithium: $LIT - ETF $ALB - Miner Nickel: $VALE $NILSY $BHP - Miners EVs DCs the Grid need 10x more minerals. Supply cant keep up with demand. The world is heading into a massive mineral shortage. By [----] we're facing critical deficits in the minerals that power everything: Copper: 33% deficit Lithium: 38% deficit Nickel: 19% deficit Cobalt: 14% deficit Why this is happening: - Every electric vehicle needs 6x more https://t.co/dSHmsPVEsy The world is heading into a"
X Link 2026-01-24T18:23Z [---] followers, 163.7K engagements

"China opening nickel & lithium futures to foreign investors if this drives actual capital flows heres how to position: Direct exposure: $ALB - Strong China JV relationships $SQM - Major Chinese offtake agreements $VALE - Nickel + China exposure Infrastructure plays: $CME - Competing futures exchange benefits from volatility $ICE - Alternative markets see increased interest Watch for: Price convergence between Shanghai/LME markets Volatility spikes as foreign capital enters Arbitrage opportunities on price divergence JUST IN: China opens nickel and lithium futures to foreign investors -"
X Link 2026-01-26T06:35Z [---] followers, [----] engagements

"The AI memory supply chain - who wins at each layer: Controllers: $PSON (Phison) - SSD controller leader $SIMO (Silicon Motion) - High-performance controllers NAND Flash Makers: $MU (Micron) $SNDK (SanDisk) Samsung (unlisted) Kioxia (285A.T) DRAM Cache: $MU (Micron) Samsung/SK Hynix (000660.KS) Third-Party Assemblers: $ADATA $COR (Corsair) Kingston Enterprise Arrays: $DELL $HPQ $IBM Pure Storage NetApp End Customers: $MSFT $META - Hyperscalers driving demand. Every layer benefits from AI storage boom. For disclosure I personally own $MU $SNDK Kioxia and Ill be looking to get into SK Hynix."
X Link 2026-01-26T20:53Z [---] followers, [---] engagements

"Bank of Japan just intervened - USD/JPY crashed from [---] to [---] in hours. Heres how to capitalize on BoJ Intervention volatility: Direct FX plays: $FXY - Yen ETF (long if you expect more intervention) $YCS - Short yen ETF (fade the intervention) Equity plays benefiting from weaker yen: $TM - Toyota (exports get cheaper) $SONY - Sony (gaming/electronics margins expand) $NTDOY - Nintendo (dollar revenue worth more) BoJ interventions are usually temporary. So expect the Yen typically weakens back within weeks Unless BoJ keeps hiking rates. https://twitter.com/i/web/status/2016203641133113742"
X Link 2026-01-27T17:36Z [---] followers, [---] engagements

"How to play Canadas oil surge: $CNQ - Canadian Natural Resources $SU - Suncor Energy $CVE - Cenovus Energy China demand soaring plus weak CAD means a strong setup for Canadian producers. Canadas oil industry thrives as sales to China soar https://t.co/Ag5LzjfnWO Canadas oil industry thrives as sales to China soar https://t.co/Ag5LzjfnWO"
X Link 2026-01-28T03:30Z [---] followers, [---] engagements

"South Korea-Canada in talks: Auto manufacturing for submarine deal Canada wants Hyundai to build manufacturing in Canada as condition for $43B submarine contract (12 subs). MOU signed but NO commitment yet. IF deal closes This companies would benefit: $MGA (Magna) - Tier [--] supplier already works with Hyundai globally $LNR.TO (Linamar) - Powertrain/chassis specialist $MRE.TO (Martinrea) - Metalforming & modules $HYMTF (Hyundai Mobis) - Official Hyundai/Kia parts arm $ASTL (Algoma Steel) - Canadian automotive steel Speculative until Hyundai commits. High-reward IF it happens. Ottawa Seoul agree"
X Link 2026-01-29T03:46Z [---] followers, [---] engagements

"Goldmans Space Basket $GSXUMOON McKinsey projects the space economy to hit $1.8T by [----]. Heres what Goldman is betting on: $LUNR - Intuitive Machines: First private moon landing. Building lunar infrastructure for NASAs Artemis program. $RDW - Redwire: Space infrastructure. Manufacturing solar arrays and deploying structures in orbit. $FLY - Fly Leasing: Aircraft leasing. $ASTS - AST SpaceMobile: First space-based cellular network. Direct-to-smartphone connectivity from satellites. $SATS - EchoStar: Satellite TV and communications. Operating Dish Network and Hughes internet services. $RKLB -"
X Link 2026-01-30T13:31Z [---] followers, [---] engagements

"Trump just announced Project Vault a $12B strategic minerals stockpile for gallium cobalt and rare earths. The US is finally admitting what everyone already knew: China controls the entire supply chain for materials that actually matter. Heres who benefits: $MP Materials: The only major US rare earth miner. China has 90% global market share. MP processes at Mountain Pass California. Theyre literally the only scaled domestic option. Stocks been consolidating after a huge run this could be the next leg up. $UUUU (Energy Fuels): They do rare earths AND uranium. Two things Trump wants to"
X Link 2026-02-02T13:26Z [---] followers, [---] engagements

"@aleabitoreddit Worth digging into $MCHP here. Motor control ICs dont get much hype but theyre literally what makes the hand work 22-bit encoders for actuator precision real-time feedback for dexterity"
X Link 2026-02-07T13:53Z [---] followers, [---] engagements

"@kevinxu I would sit on my hands on $IREN for just [--] more week and then change ships"
X Link 2026-02-09T23:33Z [---] followers, [---] engagements

"Unjustified FUD around $MU * Korea Economic Daily: NVIDIA allocated the HBM4 volume it needs to the three memory makers last December with the split at mid-to-high 50% for SK hynix mid-20% for Samsung Electronics and around 20% for Micron. ** This report runs contrary to SemiAnalysiss estimates. * Korea Economic Daily: NVIDIA allocated the HBM4 volume it needs to the three memory makers last December with the split at mid-to-high 50% for SK hynix mid-20% for Samsung Electronics and around 20% for Micron. ** This report runs contrary to SemiAnalysiss estimates"
X Link 2026-02-09T23:39Z [---] followers, [---] engagements

"Looks like Anthropic will need more than one partner to secure [--] GW. This is the grid secure power by each company: $IREN - [--] GW $CIFR - [---] GW $GLXY - [---] GW $HUT - [--] GW $WULF - [---] MW $APLD - [---] MW 🚨BREAKING: ANTHROPIC LOOKS TO SECURE [--] GIGAWATTS OF CAPACITY FOR FUTURE AI DATA CENTERS https://t.co/1woxOd4nyr 🚨BREAKING: ANTHROPIC LOOKS TO SECURE [--] GIGAWATTS OF CAPACITY FOR FUTURE AI DATA CENTERS https://t.co/1woxOd4nyr"
X Link 2026-02-10T03:56Z [---] followers, [---] engagements

"Morgan Stanley: [-----] NVIDIA Rubin racks will consume 13% of global NAND demand next year. Each Vera Rubin rack needs 1152TB of SSD for KV-cache storage alone. This is the next DRAM crisis but for flash memory. Who benefits the most: Well-known plays: $SNDK - SanDisk pure NAND exposure $WDC - Western Digital controls supply $MU - Micron NAND + HBM combo Lesser known plays: $KIOXIA - Japans NAND giant $STX - Seagate storage infrastructure https://twitter.com/i/web/status/2021251579706257692 https://twitter.com/i/web/status/2021251579706257692"
X Link 2026-02-10T15:55Z [---] followers, [---] engagements

"$MU bears: Micron cant keep up with demand Except theyre ahead of schedule on high-volume production for AI/HPC. Shipping HBM4 a quarter early just killed the bear thesis. $MU began HBM4 customer shipments a quarter early and confirmed high-volume production is underway. The ramp targets AI and HPC workloads signaling faster-than-expected execution in advanced memory. https://t.co/9FXD5H4FIK $MU began HBM4 customer shipments a quarter early and confirmed high-volume production is underway. The ramp targets AI and HPC workloads signaling faster-than-expected execution in advanced memory."
X Link 2026-02-11T18:47Z [---] followers, [---] engagements

"Here is how the picks and shovels of the AI chip race performed this year: Equipment & Materials Well-known plays: $ASML +34% YTD - ASML Holding $LRCX +37% YTD - Lam Research $AMAT +32% YTD - Applied Materials $ENTG +63% YTD - Entegris Lesser known plays: $ICHR +158% YTD - Ichor Holdings $UCTT +120% YTD - Ultra Clean Holdings $ACMR +79% YTD - ACM Research $AXTI +63% YTD - AXT Inc. Sectors most affected: AI chip fabs EUV lithography advanced nodes CoWoS packaging. Testing & Inspection Well-known plays: $TER +66% YTD - Teradyne $ONTO +40% YTD - Onto Innovation Lesser known plays: $FORM +72% YTD"
X Link 2026-02-12T04:08Z [---] followers, [---] engagements

"$NBIS is such an outlier we are still so early anon Just for comparison this is the growth of other fast growing companies in the next [--] years: AppLovin $APP: +212% Broadcom $AVGO: +273% Rocketlab $RKLB: +283% AMD $AMD: +291% Nvidia $NVDA: +342% Palantir $PLTR: +469% Ondas $ONDS: +1983% Nebius $NBIS: +4701% https://twitter.com/i/web/status/2023088474719387745 https://twitter.com/i/web/status/2023088474719387745"
X Link 2026-02-15T17:34Z [---] followers, [--] engagements

"@MentoviaX Those are the same stocks I bought when i begin trading: $GOOGL $AMD $NU $META"
X Link 2026-02-15T18:07Z [---] followers, [---] engagements

"@Xprofessorrr Im trying to post investing advice if you care for that type of information drop a follow and Ill follow back"
X Link 2026-02-15T18:15Z [---] followers, [--] engagements

"Amphenol $APH crushed Q4: +49% revenue 27.5% operating margin Most bullish signal [----] book-to-bill = $8.4B orders vs $6.4B shipped. AI demand is off the books. Just closed $10.5B CommScope deal adding $4.1B annual sales in fiber optics for AI data centers. Stock down 13% on great news is a great opportunity for entry. A "Pics & Shovels" provider to the AI infrastructure buildout. Amphenol grew revenue 52% in [----]. That's their fastest growth rate in more than [--] years. $APH https://t.co/FmExPK3G2u A "Pics & Shovels" provider to the AI infrastructure buildout. Amphenol grew revenue 52% in"
X Link 2026-01-29T02:18Z [---] followers, [---] engagements

"$LITE and $COHR are trading like legacy optical companies. If CPO adoption accelerates in 2027-2028 these names re-rate significantly. $IPGP (IPG Photonics) would also benefit from laser tech that enables CPO manufacturing. As usual AYZ has dropped another brilliant piece. He starts by firmly disclaiming that its not financial advice but the moment I read it I couldnt help but go ahead and invest lol. https://t.co/VMwMshEdYu As usual AYZ has dropped another brilliant piece. He starts by firmly disclaiming that its not financial advice but the moment I read it I couldnt help but go ahead and"
X Link 2026-02-03T00:14Z [---] followers, [---] engagements

"@leadlagreport Or just $ASML"
X Link 2026-02-14T23:00Z [---] followers, [---] engagements

"$NBIS $7-$9B ARR GUIDANCE IS WITHOUT ANY NEWS DEALS. Can you imagine if they get any new hyperscaler deals 🚀🚀🚀 $NBIS $7-$9B ARR guidance not dependent on any new hyperscaler deals https://t.co/7TGwGsOLnj $NBIS $7-$9B ARR guidance not dependent on any new hyperscaler deals https://t.co/7TGwGsOLnj"
X Link 2026-02-12T20:21Z [---] followers, [---] engagements

"This is how you can take advantage of the copper shortage: Well-known plays: $COPX - Copper ETF $FCX - Freeport-McMoRan $SCCO - Southern Copper Lessers known plays: $CPER - Copper futures ETF $TGB - Taseko Mines $CMCL - Caledonia Mining Sectors most affected: EVs data centers renewable energy infrastructure power grids defense systems. If you're wondering why everyone's suddenly talking about copper this chart explains it all. The gap between what we need and what we can produce is about to become a serious problem. Starting in [----] we're facing a massive copper shortage that gets worse every"
X Link 2026-01-25T21:53Z [---] followers, 144.8K engagements

"These stocks all hit ALL-TIME HIGHS today: Industrials energy logistics infrastructure are leading: Industrials & Infrastructure: $CAT - Caterpillar (heavy machinery for construction & mining) $DE - Deere (agricultural & construction equipment) $ETN - Eaton (power management for data centers & grids) $PH - Parker Hannifin (motion & control systems for aerospace & industry) $HWM - Howmet Aerospace (precision parts for jets & defense) $GEV - GE Vernova (power generation & energy transition) $PWR - Quanta Services (electric grid & pipeline construction) $JCI - Johnson Controls (building"
X Link 2026-02-11T23:50Z [---] followers, [---] engagements

"@SJCapitalInvest $LPTH is playing with my feelings up 20% down 8% the next day"
X Link 2026-02-13T21:04Z [---] followers, [---] engagements

"This $BTC price prediction lives rent free on my head and so far is holding up"
X Link 2026-02-15T03:59Z [---] followers, [--] engagements

"@aleabitoreddit $SMCI or $PSTG"
X Link 2026-02-15T06:53Z [---] followers, [----] engagements

"Ray Dalio warned us years ago that the post-1945 world order would eventually break down. Were now living it in and everyone on FinX can taste the feeling. At the Munich Security Conference [----] the verdict was unanimous: German Chancellor Merz: The world order as it has stood for decades no longer exists Macron: Europes old security structures are gone Europe must prepare for war Rubio: Were in a new geopolitics era the old world is gone In Dalios framework this is Stage [--] of the Big Cycle: no rules might is right great power clash. Internal disorder + external disorder converging"
X Link 2026-02-15T17:21Z [---] followers, [---] engagements

"RT @InvestingVisual: Yesterday I sent an open letter to all [--] Dutch senators about the proposed 36% tax on unrealized gains. They vote"
X Link 2026-02-15T17:24Z [---] followers, [---] engagements

"Key fib levels In watching for watch across the major AI categories right now. Fibonacci extensions between the [-----] and [-----] levels tend to be where strong trends pause and consolidate before continuing higher. Real-World AI is where the rubber meets the road companies actually deploying AI into products and services. $TSLA $390 $AMZN $198 $GOOGL $269 $ISRG $445 $SYM $44 AI Utility and Power is the energy backbone everyone keeps underestimating. $IREN $33 $NBIS $94 $VST $170 $CEG $258 $VRT $178 Hardware is still the picks and shovels play of the AI supercycle. $NVDA $164 $TSM $286 $ASML"
X Link 2026-02-15T17:44Z [---] followers, [---] engagements

"$CAT Their energy and transportation segment just surpassed construction revenue for the first time ever. Theyre supplying generators and gas turbines to hyperscalers building data centers and a 24/7 data center generator generates 40x more service revenue over its lifetime than a standard backup unit. The CEO said the company has better visibility into future demand than at any point in his 29-year career thanks to long-term agreements and detailed forecasts from hyperscale customers. This is not a meme coin. This is Caterpillar $CAT. It is up 117% in the past [--] months and nearly 288% over"
X Link 2026-02-15T17:55Z [---] followers, [---] engagements

"$NBIS is such an outlier we are still so early anon Just for comparison this is the growth of other fast growing companies in the next [--] years: AppLovin $APP: +212% Broadcom $AVGO: +273% Rocketlab $RKLB: +283% AMD $AMD: +291% Nvidia $NVDA: +342% Palantir $PLTR: +469% Ondas $ONDS: +1983% Nebius $NBIS: +4701% $NBIS PRICE TARGET RAISED FROM $90 TO $175 BY CITIZENS 🔥 https://t.co/Zm16vkhoBg $NBIS PRICE TARGET RAISED FROM $90 TO $175 BY CITIZENS 🔥 https://t.co/Zm16vkhoBg"
X Link 2026-02-15T18:04Z [---] followers, [---] engagements

"@SJCapitalInvest Love what you are doing S&J will be tuning in as a $TE long investor"
X Link 2026-02-15T21:43Z [---] followers, [---] engagements

"Even the people working at Anthropic cant escape Workday. If vibe coding hasnt saved them yet your SaaS business is probably fine. the worst part about working at a company that keeps getting more successful is that gradual switch to enterprise-grade internal tools that no one likes using (see: workday) the worst part about working at a company that keeps getting more successful is that gradual switch to enterprise-grade internal tools that no one likes using (see: workday)"
X Link 2026-01-25T13:45Z [---] followers, [---] engagements

"$OPTT Solid breakdown. The Anduril validation is real. The setup: $5M DHS contract just adds to $15M backlog (37.5x Q2 revenue) $137.5M pipeline growing 63% YoY Maritime autonomy = exactly where DoD spending is headed HC Wainwright $1.50 PT = 355% upside The risk: $11.7M cash $6.5M/quarter burn = [--] quarters runway Q2 revenue was only $0.4M vs $2.4M prior year Shipped [--] WAM-Vs but revenue recognition lagged badly Dilution is coming unless backlog converts FAST The trade: This is a classic defense microcap real tech real contracts but execution risk is sky high. 3-5x upside if they execute. 50%"
X Link 2026-01-25T15:24Z [---] followers, [----] engagements

"Just for the sake of argument. If you removed all EV and renewable energy demand copper deficit drops from 33% to roughly 15-20%. But aging electrical grid replacement (40+ year old infrastructure) AI/data center explosion (each hyperscaler building 10+ massive facilities) manufacturing electrification (economics-driven not policy) and emerging market development. https://twitter.com/i/web/status/2015474448330064362 https://twitter.com/i/web/status/2015474448330064362"
X Link 2026-01-25T17:18Z [---] followers, [---] engagements

"As of today I own Kioxia $285A JPMorgans Global Memory report names Kioxia as their top eSSD pick - even over SanDisk. Why Kioxia is a buy after the +500% run: The Bull Case: JPM sees larger eSSD exposure than previously assumed BiCS8 technology leadership in 218-layer 3D NAND AI inference storage demand just beginning (50% of NAND by 2029) Forward P/E of 10x despite market leadership Pure play on NAND no legacy distractions The Contrarian Edge: Most retail investors cant access Tokyo listings. Less crowded trade than US semis. How to buy on IBKR: 1.Enable Japanese stock trading in account"
X Link 2026-01-25T23:29Z [---] followers, [---] engagements

"Did you listen anon The mineral supercycle is here. By 2035: 33% copper deficit 38% lithium shortage. Pure plays: Copper: $COPX - ETF $FCX - Miner Lithium: $LIT - ETF $ALB - Miner Nickel: $VALE $NILSY $BHP - Miners EVs DCs the Grid need 10x more minerals. Supply cant keep up with demand. The mineral supercycle is here. By 2035: 33% copper deficit 38% lithium shortage. Pure plays: Copper: $COPX - ETF $FCX - Miner Lithium: $LIT - ETF $ALB - Miner Nickel: $VALE $NILSY $BHP - Miners EVs DCs the Grid need 10x more minerals. Supply cant keep up with demand"
X Link 2026-01-26T05:09Z [---] followers, [---] engagements

"Silver $SLV at $100: Should you be Long or Short $SLV just ran 260% in [--] months ($27+$100). Heres what happens next: Long case ($150+ target): Supply deficit takes 4+ years to fix Solar/EV demand doubling YoY China stockpiling strategic reserves Gold/silver ratio still 35:1 (historically 15:1) Short case ($50-70 target): 260% moves ALWAYS retrace 50%+ Parabolic moves are speculative mania Recession kills industrial demand Every commodity blow-off ends the same My play: Dont long at $100 (terrible risk/reward) Dont short yet (momentum can hit $120-150) WAIT for 30-40% correction to $70 If"
X Link 2026-01-26T20:38Z [---] followers, [---] engagements

"@aleabitoreddit If just a fraction of missile defense system switches to lasers because the cost-per-shot is pennies vs millions whos supplying the massive amounts of copper needed for all that power infrastructure"
X Link 2026-01-23T22:28Z [---] followers, [----] engagements

"@aleabitoreddit If $LPTH is so existentially critical to national security why is DoD letting it trade at $670M instead of acquiring / guaranteeing contracts Defense contractors will lobby for DPA invocations or price caps. Being sole source often means squeezed margins not pricing power"
X Link 2026-01-18T10:15Z [---] followers, [----] engagements

"Positioning myself to take advantage of the incoming copper shortage. Buying into $FCX (and some others like $SCCO $TECK). Bernsteins calling deficits through [----]. Supply cant keep up with AI infrastructure + electrification demand. Miners are bound to print. I have decided diversification is a fools errand and now will be allocated as follows: 50% Copper Miners 50% Korea Thank you for your attention to this matter. I have decided diversification is a fools errand and now will be allocated as follows: 50% Copper Miners 50% Korea Thank you for your attention to this matter"
X Link 2026-01-23T23:40Z [---] followers, [---] engagements

"@aleabitoreddit What are your thoughts about $SHMD $UAMY Copper"
X Link 2026-01-24T16:27Z [---] followers, [----] engagements

"$FCX $SCCO $ALB $SQM $VALE up 90% YTD but still cheap. AI boom needs copper for DCs lithium for robotics nickel for batteries. Supply takes [--] years to develop demand accelerating now. Market is just pricing in the infrastructure buildout. Pricing power through [----]. Mining stocks look undervalued even after gaining nearly 90% since the start of [----] driven by the boom in robotics and data centers. https://t.co/I4NS9IEgt4 Mining stocks look undervalued even after gaining nearly 90% since the start of [----] driven by the boom in robotics and data centers. https://t.co/I4NS9IEgt4"
X Link 2026-01-24T19:56Z [---] followers, [---] engagements

"DoW Patent Holiday opens military tech vault for free. 2-year licenses zero fees. Winners: $KTOS $AVAV $AXTI - agile defense contractors who can integrate IP fast. Big primes move slow. Speed to commercialization wins. First-mover advantage before tech reverts. The @DeptofWar launched the Patent Holiday pilot program this week providing industry with two-year no-fee commercial evaluation licenses to evaluate and commercialize a curated list of DoW patented technologies. This initiative accelerates the transfer of innovative https://t.co/9aEPqLYzj8 The @DeptofWar launched the Patent Holiday"
X Link 2026-01-24T22:00Z [---] followers, [---] engagements

"Okay what if Trump actually does it this time 100% tariffs on Canada Canada sends the US 60% of its oil. That stops $XOM $CVX explode as Permian scrambles to fill the gap. +25% Critical minerals panic. The US loses Canadian uranium and rare earths so $SCCO $VALE in South America become emergency suppliers. +30% Mexico wins everything. Canada becomes uninvestable all nearshoring pivots south. $EWW runs +35% $LYC in Australia Only Western rare earth source left. Defense contractors desperate. +40% The carnage: $GM $F are cooked. 85% of US cars have Canadian parts. Plants shut in weeks cant"
X Link 2026-01-24T23:19Z [---] followers, [---] engagements

"@aleabitoreddit Jesus $WDC/$SNDK reports Thursday. If Samsungs raising NAND 100% margins are about to explode"
X Link 2026-01-25T02:08Z [---] followers, [----] engagements

"The US just went all-in on rare earths. $USAR - 10% equity stake + $1.3B debt facility. This is the China counter-move. The Play: Rare Earths: $MP - US producer (Mountain Pass mine) $LYC - Australian producer (Lynas) $REMX - Rare earth ETF Critical Minerals: $ALB - Lithium$FCX - Copper $CCJ - Uranium Why now: China controls 91% of rare earth refining. Every F-35 needs 400kg of rare earths. Every wind turbine needs [--] ton. EVs defense robotics - all need these [--] elements. Trump admin is weaponizing CHIPS Act funding to break Chinas monopoly. $USAR gets $1.6B. $MP Materials already DOD-funded."
X Link 2026-01-25T05:26Z [---] followers, [----] engagements

"$LAC will print hard. China controls 80% of global lithium refining vs 1% for the US. Thacker Pass will 10x US production overnight. [-----] tonnes/year vs. [----] today. GM locked 100% of Phase [--] for [--] years at $625M. Thats not investing - thats supply desperation. DOE took 5% warrants. Same structure as Tesla [----] (now worth $40B). By [----] US needs [------] tonnes. Were building [-----]. Math doesnt work without this mine. This is a geopolitical hedge with a 18-month timeline to mechanical completion. $LAC will be so obvious in hindsight. [--]. Largest Lithium Mine in United States [--]. US Government"
X Link 2026-01-25T06:04Z [---] followers, [----] engagements

"@jrouldz Like: $TEAM $FIG. dislike $CRM"
X Link 2026-01-25T16:41Z [---] followers, [---] engagements

"Great mention I will be doing DD on it. $OCO (C$165M market cap) is one of the cleanest copper plays out there. Santo Tomas project in Mexico: $1.48B after-tax NPV 22.2% IRR [---] year payback. 4.8B lbs copper production over [--] years at capital efficiency that beats most major copper projects globally. Stock trading at C$0.51 vs C$1.80 analyst target (253% upside). Just raised C$23M to advance feasibility study. Low elevation infrastructure-ready site in Sinaloa. If they derisk permitting and move toward feasibility this could easily be a 3-5x."
X Link 2026-01-25T16:59Z [---] followers, [---] engagements

"@aleabitoreddit SK Hynix is the goat here if only IBKR would let me invest directly into it. Im loving Kioxia (285A.T) at a forward P/E of 10x"
X Link 2026-01-25T22:22Z [---] followers, [----] engagements

"Massive earnings week ahead - heres what Im watching: $ASML (Wed) - Semiconductor equipment king. China export restrictions + AI capex guidance will move this 7-10% $LRCX (Wed AC) - Lam Research etch equipment. ASMLs smaller cousin moves on same China/capex fears $TSLA (Wed) - Delivery numbers FSD progress margins. Expecting 8-15% swings $TXN (Tue AC) - Texas Instruments analog chips. Auto/industrial weakness = potential -8% guide down $SNDK (Thu) - After a +500% run in [----] AI storage demand expectations are sky-high. Biggest volatility risk of the week Wednesday and Thursday after-hours"
X Link 2026-01-25T23:03Z [---] followers, [---] engagements

"$SLV Silver rallies tend to be shorter but far more violent than gold. Current rally looks like [----] all over again. A whale has opened a $38 million Silver short with 20-25x leverage. Liquidation Price: $125 Current Price: $112 Brave soul under these conditions. https://t.co/XLx1B89kxN A whale has opened a $38 million Silver short with 20-25x leverage. Liquidation Price: $125 Current Price: $112 Brave soul under these conditions. https://t.co/XLx1B89kxN"
X Link 2026-01-27T17:44Z [---] followers, [---] engagements

"$S SentinelOne: The autonomous agent security play everyone is missing. Clawdbot just exposed the future threat - Autonomous Agents taking real actions on your computer. Traditional antivirus cant see inside AI conversations. SentinelOnes Prompt Security acquisition does. The setup: MCP Gateway filters every agent action in real-time Stops hijacked agents before damage happens Owns the security layer for agentic AI The Play: $NET: 18x P/S $S: 4.9x P/S Autonomous agents are coming to every enterprise. $S protects them. This is it. The most important video you'll watch this year. ClawdBot has"
X Link 2026-01-27T17:56Z [---] followers, [---] engagements

"Dollar at lowest level since [----]. Heres how to protect yourself: Well-known plays: $GLD - Gold ETF $BTC - Bitcoin $UUP - Short dollar ETF (inverse play) Lesser known plays: $DBA - Agriculture commodities $PALL - Palladium (industrial hedge) $CEF - Sprott dual gold/silver fund Sectors most protected: Energy commodities international stocks hard assets. When the dollar falls real assets rise. BREAKING: The US Dollar Index officially falls to its lowest level since [----]. Own assets or be left behind. https://t.co/vk0BDdyFsn BREAKING: The US Dollar Index officially falls to its lowest level"
X Link 2026-01-27T17:59Z [---] followers, [---] engagements

"$MU investing $24B in Singapore for AI memory expansion. Who benefits most: Equipment suppliers (get the capex): $ASML - Lithography $AMAT - Deposition/etching $LRCX - Wafer fab equipment Every $1B in fab investment = $400-500M in equipment orders. Equipment suppliers just locked in 18-24 months of revenue visibility. AI memory shortage = multi-year capex cycle. Micron $MU just announced plans to invest an additional $24 billion in Singapore over the next decade to expand its manufacturing capabilities amid an AI-induced memory chip shortage - Bloomberg https://t.co/bYySqNv1Hh Micron $MU just"
X Link 2026-01-27T18:09Z [---] followers, [---] engagements

"Brazil just broke [--] years of resistance. Selic rate cuts starting Q1 [----] (15%12%). Market priced for rotation from fixed income to equities. Well-known plays: $EWZ - Brazil ETF (broad exposure) $NU - Fintech (127M users 42% growth) $VALE - Iron ore + base metals $PBR - Petrobras (8-14% yield) Lesser known plays: $ITUB - Ita Unibanco (best bank) $BBD - Banco Bradesco $ABEV - Ambev (beverages) Why it works: Market at 9x P/E vs 10.6x average Only major CB cutting rates globally 60% of corporate debt tied to Selic Technical: 18yr base breakout + momentum Vale expanding copper/nickel for energy"
X Link 2026-01-28T00:36Z [---] followers, [--] engagements

"$PBR Petrobras breaking [--] years of consolidation. Relevant facts: 14% dividend yield 5.4x P/E USD-denominated earnings (tariff-proof) Weak dollar = higher oil prices in reais Pre-salt production ramping to 2.7M bpd BRL strengthening (6.185.33) Related plays: $VALE - Commodities (iron ore/copper/nickel) $EWZ - Brazil broad exposure $SID - Steel (domestic consumption) There it goes. Brazils largest energy company is on the verge of a major breakout. If you dont see the connection to the recent breakdown in the US dollar I cant help you. Game on. https://t.co/18I9zAYJbo There it goes. Brazils"
X Link 2026-01-28T02:05Z [---] followers, [---] engagements

"$GLD If we measure everything in gold Peter Schiff finally gets to be right about something If you measure it in gold instead of in dollars the US stock market has basically collapsed. 📉 https://t.co/96tlr3abBk If you measure it in gold instead of in dollars the US stock market has basically collapsed. 📉 https://t.co/96tlr3abBk"
X Link 2026-01-28T02:54Z [---] followers, [---] engagements

"$INTC White House policy defense spending Intel Intel $INTC is a pretty good example of Druck's macro sector stock. It is up 120% in the last year and that company/management team sucks. Intel $INTC is a pretty good example of Druck's macro sector stock. It is up 120% in the last year and that company/management team sucks"
X Link 2026-01-28T03:04Z [---] followers, [---] engagements

"$AMZN wonder if this is the catalyst that breaks the stablecoin era. Amazon Web Services $AMZN has been awarded a $581318585 firm-fixed-price contract to support the U.S. Air Forces Cloud One Program according to an announcement from the U.S. Department of War. Amazon Web Services $AMZN has been awarded a $581318585 firm-fixed-price contract to support the U.S. Air Forces Cloud One Program according to an announcement from the U.S. Department of War"
X Link 2026-01-28T03:16Z [---] followers, [---] engagements

"$SLV Be safe out there Want to Short silver You're not the only one. Yesterday saw record inflows of +$283 million into $ZSL the 2x short silver ETF Record volume & record inflows. No other day comes even close https://t.co/U64C5214dX Want to Short silver You're not the only one. Yesterday saw record inflows of +$283 million into $ZSL the 2x short silver ETF Record volume & record inflows. No other day comes even close https://t.co/U64C5214dX"
X Link 2026-01-28T03:31Z [---] followers, [---] engagements

"Amazing read for semi investors. The center of gravity in semis is shifting from who has the fastest chip to who moves data fastest cheapest and at scale. Optics is the next step in the evolution of data transfer. https://t.co/hTYiTCyjJD https://t.co/hTYiTCyjJD"
X Link 2026-01-28T03:45Z [---] followers, [---] engagements

"This is the visualization you need to understand why were in a memory supercycle. AI optimization shifts the bottleneck from compute to memory especially in inference. This are the stocks that will benefit the most: $MU $WDC $SNDK Kioxia SK Hynix Samsung @paurooteri https://t.co/8AFxWTEQ5v @paurooteri https://t.co/8AFxWTEQ5v"
X Link 2026-01-28T04:09Z [---] followers, [--] engagements

"Beautiful comeback happening right here $EWZ What is happening in #Brazil Investors are now starting to recognize the sectors potential and its cheap valuations #LatAm is clearly in melt-up mode but this move is just an early early step in a long multi-year run #emergingmarkets What is happening in #Brazil Investors are now starting to recognize the sectors potential and its cheap valuations #LatAm is clearly in melt-up mode but this move is just an early early step in a long multi-year run #emergingmarkets"
X Link 2026-01-28T04:15Z [---] followers, [---] engagements

"$INTC CFO just bought the dip ✍ $INTC CFO just purchased [----] shares for $250k Avg price $42 https://t.co/JP6wFz9X0X $INTC CFO just purchased [----] shares for $250k Avg price $42 https://t.co/JP6wFz9X0X"
X Link 2026-01-28T04:23Z [---] followers, [---] engagements

"Oh wow SK Hynix. Did not see this coming. While they list the stock on the US market you can buy it with on the Frankfurt stock exchange as $HY9H Wow. https://t.co/e4HyVhgadK Wow. https://t.co/e4HyVhgadK"
X Link 2026-01-28T15:46Z [---] followers, [---] engagements

"$MU Memory supercycle is real SK Hynix Q4 beats: 19.17T won OP (vs 16.69T est) HBM revenue DOUBLED YoY FY26 outlook: DRAM demand +20% NAND +15-20% DRAM & NAND price hikes in one table SK HYNIX Q4 EARNINGS HIGHLIGHTS 🔹 Sales: 32.83T won (Est. 31.3T won) 🟢 🔹 Operating Profit: 19.17T won (Est. 16.69T won) 🟢 🔹 Net Income: 15.22T won (Est. 13.31T won) 🟢 🔹 FY26 capex: expects considerable increase 🔹 HBM revenue more than doubled Y/Y 🔹 HBM4 mass output in https://t.co/45kIfBox7B SK HYNIX Q4 EARNINGS HIGHLIGHTS 🔹 Sales: 32.83T won (Est. 31.3T won) 🟢 🔹 Operating Profit: 19.17T won (Est."
X Link 2026-01-28T16:33Z [---] followers, [---] engagements

"@aleabitoreddit Im going to start calling you Aleabito the Market Maker"
X Link 2026-01-28T21:35Z [---] followers, [---] engagements

"Critical minerals bloodbath today $MP -9.4% $CRML -11.5% $USAR -12.3% $TMQ -7% Trump admin pulling back on price floor guarantees for US critical mineral projects. DOE official: Were not here to prop you guys up Only MPs existing deal survives. New projects must be viable without govt price support. China wins this round. Trump admin is backing away from minimum price guarantees for U.S. critical minerals projects citing lack of congressional funding and the difficulty of setting market prices. Officials told miners not to expect price floors and $MP Materials earlier price floor is now under"
X Link 2026-01-29T02:07Z [---] followers, [----] engagements

"$AAPL What is confirmed: Apple is reportedly planning satellite 5G support for iPhone [--] Pro (2026). SpaceX has modified Starlink satellites to support the same radio spectrum Apple currently uses. Apple currently uses Globalstar for emergency satellite features. So my take is that if true this will be announced by fall [----] launch. Apple is in talks with SpaceX to bring Starlink direct-to-cell to the iPhone [--] Pro. This means you could get signal anywhere even in remote areas with no extra gadgets. Apple is in talks with SpaceX to bring Starlink direct-to-cell to the iPhone [--] Pro. This"
X Link 2026-01-29T02:58Z [---] followers, [---] engagements

"$VPG moonshot after-hours: +10.39% Tesla stopping Model S/X production to converting factories to Optimus production. VPG means robotics supply chain play. Dedicated factories for humanoid robots = massive scale-up and coming. Markets missed this in the earnings call. Pricing it in real time. FYI: Markets often miss statements in earnings calls like $TSLA and their second order effects (price them in much later) This is probably one of the biggest news for robotic supply chains of Optimus like $VPG. Especially that Optimus will ramping up now and that Elon has FYI: Markets often miss"
X Link 2026-01-29T03:07Z [---] followers, [----] engagements

"Great read for both beginners and veterans Wealth isnt about picking winners or timing markets. Its about owning productive assets and holding them through the noise. We most likely wont beat the S&P [---] for [--] years straight but the attempt teaches us more than passive investing ever could. https://t.co/Dzx1dTBWiS https://t.co/Dzx1dTBWiS"
X Link 2026-01-29T03:27Z [---] followers, [--] engagements

"$MP down 9.4% on critical minerals policy shift. Heres what the market missed: MPs existing price floor deal is INTACT. Theyre the ONLY company that kept their government support. New competitors $USAR $CRML $TMQ just lost their backstop. MPs moat just widened. US still 100% dependent on rare earths. Defense needs domestic supply. MP is the only operational mine in North America. Reuters did the damage. Buying opportunity right here. Oh interesting. Reuters has now stealth-edited the story to add a pretty crucial detail: This shift **does NOT affect MPs price floor which the government agreed"
X Link 2026-01-29T04:13Z [---] followers, [----] engagements

"Cooper breaking +4% after hours across the board $COPX $SCCO $FCX $CPER $TGB Why isnt it possible for copper to make the same move silver has Silver has gone up 229% the past year. Copper has gone up only 38%. People are waking up to the fact that copper is needed for all AI infrastructure projects. The supply crunch could be big. Im getting https://t.co/dL8Ti1jBiZ Why isnt it possible for copper to make the same move silver has Silver has gone up 229% the past year. Copper has gone up only 38%. People are waking up to the fact that copper is needed for all AI infrastructure projects. The"
X Link 2026-01-29T04:33Z [---] followers, [---] engagements

"$SCCO Southern Copper expects copper output to decline over the next two years as ore grades fall at key mines in Peru even as a surge in silver prices sharpens the miners focus on boosting production of the precious metal it typically produces as a byproduct. https://t.co/37k847JOxx Southern Copper expects copper output to decline over the next two years as ore grades fall at key mines in Peru even as a surge in silver prices sharpens the miners focus on boosting production of the precious metal it typically produces as a byproduct. https://t.co/37k847JOxx"
X Link 2026-01-29T04:53Z [---] followers, [---] engagements

"@aleabitoreddit Same for $MP. I bought the opportunity"
X Link 2026-01-29T15:31Z [---] followers, [----] engagements

"Anduril just gave us a look inside Arsenal-1 their $2B Ohio megafactory. One year in theyre actually doing it. [------] sq ft of Building [--] going up. Building [--] already started. Production of the YFQ-44A Fury autonomous fighter jet begins Q2 [----]. They went from clean-sheet design to first flight in [---] days. The Air Force wants [----] of these drone wingmen by [----] to fly alongside F-35s and F-22s. Call it $25-30B over the next few years. Whos printing money on this: Obvious names: $LMT $RTX $BA $NOC get sensors weapons avionics integration. Standard defense plays. The interesting plays: $HXL"
X Link 2026-01-30T03:53Z [---] followers, [--] engagements

"$MU Morgan Stanley projects SK Hynix will hit $155B in operating profit by [----]. Thats more than Google ($124B) the most profitable company on Earth. A memory chip maker out-earning Google Microsoft and Amazon. What this means for $MU SK Hynix controls 70% of HBM3E. Micron has 20%. If SK Hynix does $155B at 70% share the total HBM/AI memory market is generating $220B in operating profit. Microns 20% slice = $44B in potential operating profit by 2027-2028. HBM is one of the most strategic asset in AI infrastructure. Position accordingly. Morgan Stanley estimates SK Hynixs [----] operating profit"
X Link 2026-02-02T01:27Z [---] followers, [---] engagements

"$MP bullish MP Materials owns and operates the Mountain Pass rare earth mining facility in California which is the largest rare earth deposit in the United States and one of the largest in the world. Morgan Stanley estimates that total rare earth magnet demand will grow [---] from [----] to [----] https://t.co/07H09EooYr Morgan Stanley estimates that total rare earth magnet demand will grow [---] from [----] to [----] https://t.co/07H09EooYr"
X Link 2026-02-03T02:58Z [---] followers, [---] engagements

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