@Sindhu192243 Avatar @Sindhu192243 Sindhu

Sindhu posts on X about ai, $spy, $qqq, $googl 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 76.23% technology brands 39.51% finance 35.8% cryptocurrencies 9.26% countries 6.79% automotive brands 6.79% celebrities 2.78% currencies 1.54% financial services 0.93% exchanges 0.93%

Social topic influence ai 25.31%, $spy #60, $qqq #25, $googl 13.27%, $amzn #154, $msft #49, $nvda #582, meta 10.19%, $meta #246, $iren #215

Top accounts mentioned or mentioned by @stocksavvyshay @zerohedge @kobeissiletter @deitaone @aakashgupta @mrderivatives @aleabitoreddit @unusualwhales @investingcom @watcherguru @barchart @thetechinvest @trendspider @nolimitgains @charliebilello @iamtomnash @moninvestor @theronnievshow @cnbc @bindureddy

Top assets mentioned SPDR S&P [---] ETF Trust (SPY) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) Metadium (META) Iris Energy Limited (IREN) Tesla, Inc. (TSLA) Bitcoin (BTC) SPDR GOLD ETF (GLD) Cipher Mining Inc. Common Stock (CIFR) Micron Technology, Inc. (MU) Palantir Technologies Inc. (PLTR) Broadcom, Inc. (AVGO) TeraWulf Inc. (WULF) Nebius Group N.V. Class A Ordinary Shares (NBIS) Apple, Inc. (AAPL) Advanced Micro Devices (AMD) Robinhood Markets, Inc. (HOOD) Sandisk Corporation (SNDK) Ethereum (ETH) SideShift (XAI) Oracle Corporation (ORCL) Applied Digital Corp. (APLD) Now Coin (NOW) Taiwan Semiconductor (TSM) Novo-Nordisk (NVO) Credo Technology Group Holding Ltd (CRDO) Strategy (MSTR) Netflix Inc (NFLX) Hims & Hers Health, Inc. (HIMS) CoreWeave, Inc (CRWV) Morgan Stanley (MS) Astera Labs, Inc. (ALAB) IonQ, Inc. (IONQ) Rigetti Computing, Inc. Common Stock (RGTI) D-Wave Quantum Inc. (QBTS) Quantum Computing Inc. (QUBT)

Top Social Posts

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

"@NoLimitGains Valid concerns on bond yieldsI'm watching the same indicators. But here's the contrarian view: Short term: Volatility is real. Elevated yields create headwinds. Long term: This creates generational buying opportunities"
X Link 2026-02-03T12:49Z [---] followers, [----] engagements

"@TheSkayeth $IREN Its definitely got momentum but $96 puts it way above the current analyst consensus of $84. Just a caution: If they miss on EPS or the AI cloud ramp looks slower than expected that [--] SMA support could turn into a ceiling very quickly $CIFR $WULF $APLD"
X Link 2026-02-04T08:12Z [---] followers, [---] engagements

"Spot on. Theres a strange ego trap in trying to 'save' a broken stock when you could just ride the coattails of the most profitable companies in history. Chilling in the HBM (High Bandwidth Memory) leaders like SK Hynix $MU $SNDK is basically just a bet on the physics of AIway higher probability than a software turnaround. $NVDA $AMD $MSFT https://twitter.com/i/web/status/2018973811782111469 https://twitter.com/i/web/status/2018973811782111469"
X Link 2026-02-04T09:04Z [---] followers, [----] engagements

"@JoshInvestsAI $IREN Nothing changed except the price. Microsoft deal didn't get canceled. Power capacity didn't disappear. Revenue targets didn't get cut. Market repriced fear. Business kept executing. That's the game. $CIFR $WULF $APLD"
X Link 2026-02-04T20:03Z [---] followers, [----] engagements

"GOOGLE'S $180B CAPEX: WHO WINS 💰 Google just guided $175-185B in [----] spending. 60% goes to servers/chips 40% to data centers & networking. Here's where the money flows: 🔵 SEMICONDUCTORS $NVDA - Still the dominant GPU supplier Google uses GB300 chips for AI clusters $AVGO - Makes Google's TPU chips Delivered $21B worth of TPUs to Anthropic via Google Cloud $60-90B opportunity from top [--] customers alone $TSM - Manufactures everything Every chip Google buys = TSM revenue $MU - HBM memory in every AI chip No GPUs or TPUs work without Micron's memory 🔵 NETWORKING $AVGO - Also dominates"
X Link 2026-02-04T22:41Z [---] followers, [---] engagements

"@aleabitoreddit Mediateks role is underappreciated. Hyperscaler capex at this scale doesnt get deployed without multiple silicon partners. Even partial TPU participation validates their DC ASIC ambitions especially as customers diversify away from single-vendor risk. $GOOGL $MSFT $META $AMZN"
X Link 2026-02-05T00:18Z [---] followers, [---] engagements

"Quick take on $AMD valuation dislocation: $680B hyperscaler capex this year Most allocated to AI chips AMD guiding 35% CAGR through [----] Currently trading 8x [----] estimated earnings That's e-commerce stock multiples for a semiconductor company with 35% growth and AI tailwinds. Market is pricing in execution risk + NVDA dominance concerns. Contrarian view: If AMD captures even 20% of datacenter AI chip TAM current valuation is absurd. Watching for entry on further weakness. This is a dip-buy candidate not a chase. Risk: NVDA maintains 80%+ market share AMD MI300 ramp disappoints. Not financial"
X Link 2026-02-05T10:22Z [---] followers, [---] engagements

"Quick take on EM record inflows: $20.6B is impressive but here's the REAL signal: $IEMG alone took $8.9B (43% of total) That's PASSIVE index buying not active selection. What this tells us: Retail/institutional using broad baskets for "diversification" Not discriminating between quality EM vs junk Rising tide lifting all boats (for now) The opportunity SELECTIVE country/sector exposure What specific country/sector are you watching INDIA NIFTY100 CHINA Tech $INDIA $FXC https://twitter.com/i/web/status/2019358265373606163 https://twitter.com/i/web/status/2019358265373606163"
X Link 2026-02-05T10:31Z [---] followers, [----] engagements

"@DividendTalks The real question isn't "which has most upside" - it's "which has the strongest earnings floor if things go wrong" $NVDA $AVGO $MRVL $META $V $MA"
X Link 2026-02-05T11:29Z [---] followers, [---] engagements

"@WatcherGuru $BTC greed pushes people into high leverage and thats exactly how accounts get wiped out. Don't let the FOMO kill your capital"
X Link 2026-02-05T11:59Z [---] followers, [---] engagements

"@Barchart Its essentially a "double whammy" of unexpected supply and a sudden fear that the AI-driven demand isn't coming as fast as we thought. $OKLO $SMR"
X Link 2026-02-05T12:59Z [---] followers, [----] engagements

"The market spent [----] betting on "deregulation and growth" (which fueled stocks and crypto). Gold however was betting on "geopolitical friction and debt." While the growth narrative has hit a wall the debt and friction narratives (tariffs Greenland Iran tensions) have only intensified. $GLD $SLV $SPY $QQQ https://twitter.com/i/web/status/2019458193710014831 https://twitter.com/i/web/status/2019458193710014831"
X Link 2026-02-05T17:08Z [---] followers, [---] engagements

"@BullTheoryio While the Dollar has bled currencies like the Euro ($1.20+) and Sterling ($1.38) have hit their strongest levels in nearly four or five years. $DXY $GBPUSD $EURUSD"
X Link 2026-02-05T17:30Z [---] followers, [---] engagements

"$AMZA By guiding to $200 billion in capital expenditures for [----] Andy Jassy essentially doubled down on the AI arms race blowing past the Street's "high-end" fear of $145B$150B. In today's market "spending for the future" has officially shifted from a bullish signal of confidence to a bearish drain on free cash flow (FCF). https://twitter.com/i/web/status/2019522042450612457 https://twitter.com/i/web/status/2019522042450612457"
X Link 2026-02-05T21:22Z [---] followers, [----] engagements

"Fear is loud. Opportunity is quiet. The best returns aren't made when conviction is popular they're made when it's uncomfortable to even open your app. When markets are panicking: - Liquidity is forced out - Weak hands sell at any price - Correlations spike - Risk gets mispriced That's when positioning matters. You don't buy because it feels good. You buy because you planned for this moment size controlled levels defined risk understood. By the time headlines turn bullish positioning is already crowded and the asymmetry is gone. Markets reward preparation not reactions. Fear is the signal."
X Link 2026-02-05T21:31Z [---] followers, [----] engagements

""SaaSpocalypse" is the right term for this. When an agent can ship 3M lines of code for the cost of a few API calls the "lines of code" metric is officially dead. The value is no longer in the constructionits in the curation. We are moving from a world of "builders" to a world of "architects and critics." If you can't describe exactly what you want more code just means more technical debt. $NVDA $GOOGL $MSFT https://twitter.com/i/web/status/2019663535807025277 https://twitter.com/i/web/status/2019663535807025277"
X Link 2026-02-06T06:44Z [---] followers, [---] engagements

"$BTC $MSTR Bitcoins slide to $60K this week triggered a massive de-leveraging event. $MSTR (Strategy Inc.) got hit even harder falling -17% on Thursday alone to hit a new 52-week low. With Michael Saylors average cost $75K the market is panicking now that his entire treasury is officially underwater. $ETH $BMNR https://twitter.com/i/web/status/2019683384721650141 https://twitter.com/i/web/status/2019683384721650141"
X Link 2026-02-06T08:03Z [---] followers, [---] engagements

"@NoLimitGains Thanks for warning everyone that the risk-to-reward ratio has fundamentally broken under current market conditions. $BTC $SPY"
X Link 2026-02-06T08:07Z [---] followers, 11.1K engagements

"@moninvestor $IREN If the stock "goes green" its likely because the market has pivoted from the headline loss to the massive growth in their AI business BULLISH $CIFR $GOOGL $AMZN"
X Link 2026-02-06T09:41Z [---] followers, [----] engagements

"$SPY $GLD $SLV Historically record insider selling is a leading indicator not a lagging one. It doesn't mean the market crashes tomorrowin [----] it took nearly [--] months for the market to peak after the insider selling ratio hit its first warning level. Volatility is the toll. The insiders are effectively "paying the toll" early by exiting while the $7 trillion in sideline cash is still looking for a way in. This creates the perfect environment for the V-shaped "shakeout": insiders sell to the "FOMO" crowd the market dips and then the sideline cash provides the floor."
X Link 2026-02-06T11:55Z [---] followers, [----] engagements

"Energy is a bottleneck for next 4-5 years and $IREN is sitting at [---] GW of power (both developed and undeveloped combined) which gives them tremendous edge in this AI super cycle. Hope everyone wins in this race. Note: I hold both $IREN and $NBIS (used to be my largest in my trading account). https://twitter.com/i/web/status/2019772667553845382 https://twitter.com/i/web/status/2019772667553845382"
X Link 2026-02-06T13:58Z [---] followers, [---] engagements

"@StockSavvyShay @fiscal_ai $AMZN $NFLX $TTD Investors have been treating Amazon as a "Retailer" that happens to have a "Cloud" business. They haven't fully priced in the fact that it has become an Ad-Tech and Infrastructure company that happens to have a "Store.""
X Link 2026-02-06T14:05Z [---] followers, [---] engagements

"$BTC It sounds extreme to the people who bought at $120k but mathematically its just a standard 60-65% retracement from the top. In previous cycles we saw 80%+. With institutional ETFs now providing a "heavier" floor a 60% drop to $50k is actually a "mild" bear market by historical standards"
X Link 2026-02-06T16:32Z [---] followers, 20.5K engagements

"@StockSavvyShay If 2020-era GPUs are appreciating it means the "residual value" on the balance sheets of companies like $NBIS $IREN and $CIFR is skyrocketing. They aren't just sitting on depreciating hardware; they are sitting on appreciating infrastructure assets"
X Link 2026-02-06T17:45Z [---] followers, [----] engagements

"@pdicarlotrader $ZETA Bullish bias + discount zone + clear invalidation = good risk regardless of sentiment"
X Link 2026-02-06T18:08Z [---] followers, [----] engagements

"@KobeissiLetter To put the numbers in perspective the market has been "burning" the equivalent of one MicroStrategy ($MSTR) or one Interactive Brokers ($IBKR) every [--] hours for [--] straight days"
X Link 2026-02-06T19:05Z [---] followers, [---] engagements

"@charliebilello $GLD 20162026: The decade the world realized that compute and code are more valuable than gold. $NVDA"
X Link 2026-02-06T20:09Z [---] followers, [---] engagements

"@DividendTalks $AMZN $GOOGL $MSFT $META As the saying goes: Follow the money not the memos. When the CEOs are this aggressive they aren't worried about overcapacity; they're terrified of being the one who runs out of compute first"
X Link 2026-02-06T20:24Z [---] followers, [---] engagements

"100%. The moment you ask users to "start a new chat" because of token limits you've broken their flow. Best analogy: imagine if Google Docs said "you've typed [-----] words please start a new document." That'd be absurd. The implementation should be invisible. $GOOGL $META $OPENAI https://twitter.com/i/web/status/2019873092168765699 https://twitter.com/i/web/status/2019873092168765699"
X Link 2026-02-06T20:37Z [---] followers, [--] engagements

"@rohanpaul_ai "'Slower headcount growth' is the key phrase here. This isn't replacing people overnight - it's changing what new hires will do. The real question: will displaced workers be retrained for higher-value roles or just. displaced" $AMZN $GOOGL $MSFT $META"
X Link 2026-02-06T21:02Z [---] followers, [---] engagements

"@zerohedge $325B in a single day is about the entire market cap of Netflix. $NVDA isn't just a stock anymoreit's a volatility event that moves the entire market. $SPY $QQQ"
X Link 2026-02-06T21:07Z [---] followers, [---] engagements

"Why Amazon $AMZN tanked 7% today despite the market rallying: The company announced $200 BILLION in AI spending for [----]. Problem Cloud revenue growth isn't keeping pace with capex. Translation: Spending money faster than they're making it. Wall Street hates that. 📉"
X Link 2026-02-06T21:19Z [---] followers, [---] engagements

"The most underrated AI stock right now $TER 🧵 Up 165% in [--] months and somehow still flying under the radar. Let me explain why this semiconductor testing company might be one of the smartest AI plays nobody's talking about: Here's the thing everyone forgets about AI chips: Before $NVDA $AMD or $AVGO can ship a single chip it has to pass rigorous testing. $TER makes the equipment that does that testing. Literally every AI chip in production goes through their machines. They reported Q4 earnings in FEB and absolutely crushed it: Beat earnings expectations by 30%. Revenue came in at $1.08B."
X Link 2026-02-06T22:25Z [---] followers, [----] engagements

"@Barchart Good news for your morning latte bad news for Brazilian farmers. Commodity crashes are deflationary - but they also wreck producer economies. Watch for supply cuts in 6-12 months that reverse this"
X Link 2026-02-06T22:28Z [---] followers, [----] engagements

"@aakashgupta Maybe the browser itself becomes irrelevant. If AI agents can navigate the web for you why do you need tabs bookmarks or URLs at all They're not disrupting Chromethey're trying to obsolete the entire category. $GOOGL $MSFT"
X Link 2026-02-06T22:33Z [---] followers, [---] engagements

"@charliebilello $GOOGL Great reminder. 130x in [--] years. Now ask yourself: what are today's 'obvious buys' that smart people are dismissing AI infra Quantum Nuclear The next Google is getting laughed at right now by someone credible. $PLTR"
X Link 2026-02-06T22:50Z [---] followers, [---] engagements

"@Beth_Kindig Impressive scale. [--] gigawatt in a quarter is enough to power a mid-sized city. MSFT AMZN GOOG META are all racing to build power infrastructure faster than most countries. The AI arms race is now an energy war. $MSFT $AMZN $GOOGL $META"
X Link 2026-02-06T23:10Z [---] followers, [---] engagements

"WEEK IN REVIEW 🧵 Markets had a WILD week: Lesson Volatility = opportunity. What's your weekend watchlist 👇"
X Link 2026-02-06T23:26Z [---] followers, [---] engagements

"Silver's thinner than people think - low liquidity + high leverage in futures markets = cascade. One margin call triggers the next and when everyone's trying to exit the same door you get 30% moves that shouldn't exist. Makes you wonder who benefits from shaking out retail before the next leg up Paper silver physical silver. $SLV $GLD https://twitter.com/i/web/status/2019923565647204624 https://twitter.com/i/web/status/2019923565647204624"
X Link 2026-02-06T23:58Z [---] followers, [--] engagements

"@bryan_johnson Great post. The 24-hour social fast is underrated. One full day off resets your dopamine baseline and proves you don't actually need it. Most people can't do it which is exactly why they should. Dependency reveals itself when you try to stop"
X Link 2026-02-07T00:01Z [---] followers, [---] engagements

"@DeItaone Smart pivot. Moon missions = NASA contracts proven revenue and shorter feedback loops to iterate Starship. Mars is the vision but the Moon pays the bills and validates the tech. Build capabilities then aim for Mars when it's de-risked. $TSLA $SPACEX"
X Link 2026-02-07T00:07Z [---] followers, [----] engagements

"@intocryptoverse Perfect observation. Critics will find a reason to hate it at any price. $100 Ponzi. $60k Bubble. $600k Dead again. Meanwhile the idiots who bought the DIP keep getting richer. $BTC"
X Link 2026-02-07T00:26Z [---] followers, [---] engagements

"@KobeissiLetter Appreciate you sharing this Though to be fair 30M might be initial public funding - private sector and EU partnerships could add more. Still the comparison shows how massive the AI economy has become. $NVDA"
X Link 2026-02-07T00:57Z [---] followers, [---] engagements

"@CKCapitalxx Appreciate the thorough breakdown. The [---] GW power portfolio vs peers is the stat that matters most here - securing power is the actual bottleneck in AI infrastructure. $IREN"
X Link 2026-02-07T01:12Z [---] followers, [---] engagements

"@aleabitoreddit Appreciate the early breakdown. Finding actual supply chain bottlenecks before the consensus is where the real alpha is. $AXTI $MU"
X Link 2026-02-07T01:32Z [---] followers, [----] engagements

"@unusual_whales Appreciate you sharing this Back-office is the perfect wedge - high volume rules-based measurable ROI. Once they prove it there every bank will want in. Smart first move by Anthropic"
X Link 2026-02-07T08:13Z [---] followers, [---] engagements

"@aakashgupta Selling a $980M gigafactory for $100 is the perfect metaphor. They didnt fail at EVs - they failed at commitment. $BYD losing money while outspending on R&D vs. Detroit cutting engineers to save costs tells you whos playing the long game"
X Link 2026-02-07T08:26Z [---] followers, [---] engagements

"The revenue-per-user gap is insane. Anthropic: $300/user/year from 30M users. OpenAI: $14/user/year from 900M users. Google won distribution OpenAI won engagement Anthropic won enterprise margins Meta won a scoreboard they cant monetize. Four different finish lines. $META $GOOGL$AMZN https://twitter.com/i/web/status/2020060466421072273 https://twitter.com/i/web/status/2020060466421072273"
X Link 2026-02-07T09:02Z [---] followers, [----] engagements

"@Mr_Derivatives Appreciate you highlighting this 🙏 Forward P/E higher than most Mag [--] is wild but heres the logic: recession fears + rate cuts = flight to quality. Margin expansion + predictable cash flow in chaos gets premium multiples $WMT $SPY $QQQ"
X Link 2026-02-07T09:06Z [---] followers, [--] engagements

"@aakashgupta The market is pricing WMT like a tech stock because its becoming one - ad revenue growing 30%+ e-commerce scaled and its the only retailer that actually beat Amazon at omnichannel. Defensive moat + growth optionality = paying 40x for groceries $WMT $AMZN"
X Link 2026-02-07T09:08Z [---] followers, [----] engagements

"@saxena_puru Appreciate the call 🙏 The capex data backs it - Google $185B Meta $135B all flowing to infra. Question is timing: does the rally wait for earnings validation or front-run on oversold. $NVDA $GOOGL $AMZN $MSFT $META"
X Link 2026-02-07T09:12Z [---] followers, [---] engagements

"@iamtomnash Love this breakdown. The cruelty is that the right move (hold) feels wrong every single time. Our brains are wired for action markets reward patience. Brutal design. $SPY"
X Link 2026-02-07T09:15Z [---] followers, [----] engagements

"@SilentlySirs Thanks for sharing. Chinas been banning crypto since [----] but the financial crime classification is new escalation language worth watching. $BTC $ETH"
X Link 2026-02-07T09:25Z [---] followers, [----] engagements

"@MrMikeInvesting Appreciate the list. High conviction picks with real upside potential. Though millionaire outcomes depend heavily on position sizing and entry timing - DYOR always applies. $ASTS $RKLB $IREN $EOSE $NOW"
X Link 2026-02-07T10:00Z [---] followers, [----] engagements

"@JesseCohenInv Appreciate the reminder. Dalios 5-15% range makes sense - enough to hedge against currency risk not so much that you miss growth elsewhere. Balance over conviction. $GLD $SLV"
X Link 2026-02-07T11:48Z [---] followers, [---] engagements

"Appreciate this breakdown. Mapping bottlenecks to specific tickers is exactly how you find alpha - most people chase the headlines while the actual constraints are [--] layers deep in the stack. The upstream vs midstream callout is key - $AXTI controls supply but $MU control pricing. Both work just different risk/reward profiles. Solid research 🧐 https://twitter.com/i/web/status/2020103329079078973 https://twitter.com/i/web/status/2020103329079078973"
X Link 2026-02-07T11:52Z [---] followers, [----] engagements

"Excellent bottleneck mapping across the AI infrastructure stack. Key insight: bottlenecks = pricing power. When supply cant meet demand whoever controls the constraint controls margins. HBM/photonics are the obvious plays but dont sleep on power delivery - $MPWR and $VICR are quietly essential and often overlooked. Worth bookmarking this for allocation decisions. $MU $AVGO $SNDK $AXTI $TSM $NVDA $AMD $MRVL $TER @aleabitoreddit Here's my TLDR + mapped into investment framework from Semivision bottleneck summary: HBM: HBM4 (16Hi) - Samsung Sk Hynix $MU HBF - $SNDK Kioxia Base Die - $TSM Samsung"
X Link 2026-02-07T11:59Z [---] followers, [---] engagements

"@zerohedge Appreciate the data. 10-year lows in Shanghai while industrial demand keeps rising - thats classic supply squeeze setup. Physical silver getting tight. $SLV"
X Link 2026-02-07T17:15Z [---] followers, [----] engagements

"@WatcherGuru $GLD $BTC Thanks for sharing. US strategic reserve buying at $60k would be massive validation. Though usually those moves leak through official channels not Cramer tips"
X Link 2026-02-07T17:19Z [---] followers, [---] engagements

"@WallStJesus Thanks for tracking this. The chip flow lately has been wild. Even if its just adjustments the fact theyre adding to $TSM specifically says something about where smart money thinks earnings go $TSM $NVDA"
X Link 2026-02-07T18:51Z [---] followers, [--] engagements

"@StockSavvyShay Good picks. Under $10B is where you actually get asymmetry if the thesis hits. $OKLO and $EOSE solving the power bottleneck angle is underrated - everyone chases compute nobody owns the utility layer"
X Link 2026-02-07T18:58Z [---] followers, [---] engagements

"@MorningBrew Great breakdown of this timeline. Thursday to Saturday might be a record for disruptive innovation to nevermind in healthcare. $HIMS $NVO"
X Link 2026-02-07T20:21Z [---] followers, [----] engagements

"@Investingcom That was fast. Announcement to shutdown in under [--] hours once FDA and Novo got involved. $HIMS $NVO"
X Link 2026-02-07T20:33Z [---] followers, [---] engagements

"@MorningBrew The risk/reward calculation changed fast once FDA started asking questions and Novo threatened litigation. $HIMS $NVO"
X Link 2026-02-07T20:40Z [---] followers, [---] engagements

"@TheRonnieVShow $ZETA Excellent breakdown. When management promises durable/predictable growth and then delivers accelerating performance thats worth paying attention to"
X Link 2026-02-07T20:47Z [---] followers, [---] engagements

"@CNBC That escalated and de-escalated quickly. Novos legal muscle ended this faster than most product launches. $HIMS $NVO"
X Link 2026-02-07T20:59Z [---] followers, [---] engagements

"@WallStreetMav Strong data points. The 3-4x electricity cost differential is brutal for energy-intensive manufacturinghard to compete when your baseline input costs are that far apart"
X Link 2026-02-07T21:03Z [---] followers, [---] engagements

"@barkmeta Fair point on purchasing power erosion. The accelerating again part is what matters nowinflation expectations shifting changes asset allocation strategies"
X Link 2026-02-07T21:08Z [---] followers, [--] engagements

"@StockSavvyShay @FuturumEquities Strong semiconductor theme here. [--] of the top [--] are chip/memory/equipment plays ($SNDK $WDC $MU $INTC $LRCX $ASML $APLD). AI infrastructure trade still working"
X Link 2026-02-07T21:16Z [---] followers, [---] engagements

"@KobeissiLetter Perplexity forcing OpenAI and Anthropic to move faster on research tools is good for everyone. Competition in this space is heating up fast"
X Link 2026-02-07T21:30Z [---] followers, [---] engagements

"@TheBigDegen Jims breakdowns during volatility are always clutch. When fundamentals stay strong but price gets hammered having someone walk through the thesis helps separate noise from signal. $IREN"
X Link 2026-02-07T21:34Z [---] followers, [---] engagements

"@aakashgupta The math is simple: Latency is the tax on thought. Developers will always pay a premium to stay in "the flow." Anthropic just figured out exactly how much that flow is worth per GPU-hour. $AMZN"
X Link 2026-02-07T23:15Z [---] followers, [---] engagements

"Look Im always cautious about giving "advice" because everyones risk tolerance is so different but I can share whats actually working for me. Ive found a lot of peace by splitting my money into two buckets: 80% for the long haul and 20% for active trading. Heres the breakdown of my "set it and forget it" system: The 80% (My Longterm and Passive account): I keep this incredibly simple. I hold one single All-World ETF (roughly 65% US/Canada 20% Europe and the rest global). I don't "trade" this accountperiod. I just keep adding to it. Every few months I take my trading wins and add them into"
X Link 2026-02-07T23:46Z [---] followers, [--] engagements

"@Investingcom Interestingly while many tech giants are blaming AI for layoffs this year Dorsey explicitly told staff that these cuts aren't about replacing people with AIthey're about performance and speed. Its a "back to basics" moment for the house that Square built. $XYZ $SPY"
X Link 2026-02-07T23:51Z [---] followers, [---] engagements

"@BoringBiz_ The Club (the big enterprise players) will likely survive because of the legal and technical risks Sacks mentioned but they are being forced to evolve from selling seats for humans to selling outcomes for agents. $CRM $SNOW $NOW"
X Link 2026-02-08T00:19Z [---] followers, [----] engagements

"@bindureddy If you cross the 200K token threshold while in Fast Mode your input price jumps to $60/million tokens. Compared to the "Standard" base rate of $5 that is a 12x increase for the same data"
X Link 2026-02-08T00:30Z [---] followers, [---] engagements

"Yes although I love the internet technology and how it is helping the poor I was also trying to highlight who it benefited more economically. But there is no question about its use cases in uplifting the peoples lives in a manner that wasnt possible 20-30 years ago. So I appreciate those (top 0.01) making it a reality"
X Link 2026-02-08T00:41Z [---] followers, [--] engagements

"@TheTechInvest The market is currently resetting its expectations as $IREN flushes out its legacy mining identity. Those looking past the "EPS miss" see a company that has successfully converted a $BTC mining fleet into a multi-gigawatt AI factory. $IREN"
X Link 2026-02-08T00:47Z [---] followers, [----] engagements

"@Mr_Derivatives The disconnect is wild: ServiceNow just reported a "beat and raise" Q4 with revenue hitting $3.57 billion and a massive $9.5 billion buyback authorization. Lets see if this sees a bounce. $NOW"
X Link 2026-02-08T01:06Z [---] followers, [---] engagements

"@Barchart Almost everyone has the IQ to understand a balance sheet but very few have the emotional discipline to watch a high-quality stock drop 30% without hitting the "sell" button. $SPY"
X Link 2026-02-08T01:16Z [---] followers, [---] engagements

"🎯 MARKET PSYCHOLOGY [---] If you aren't mentally prepared for: 10% decline (happens 1x/year) 25% bear market (happens every 2-3 years) The market will eventually "scare" you out at the EXACT moment you should be buying. Here's what separates winners from losers 🧵 Most retail investors do the OPPOSITE of what works: ✅ Buy when things feel "safe" at the peak ❌ Sell when things feel "scary" at the bottom This is why 90% of traders lose money. Fear is the most expensive emotion in trading. 💡 The brutal truth: Far more money has been lost by investors PREPARING for corrections than has been lost"
X Link 2026-02-08T01:29Z [---] followers, [----] engagements

"@zerohedge With China and Turkey still heavily linked to Tehran this 25% 'example' tariff is a direct shot across the bow. It's no longer about sanctionsit's about making trade with Iran too expensive for anyone else to justify"
X Link 2026-02-08T07:31Z [---] followers, [---] engagements

"Interesting take on the trade rebalancing. The China-to-Mexico shift is real and continuing though the overall US trade deficit has actually expanded in recent years even as the bilateral China deficit narrowed. Supply chain diversification seems driven by both policy and post-COVID risk management. https://twitter.com/i/web/status/2020402385781174490 https://twitter.com/i/web/status/2020402385781174490"
X Link 2026-02-08T07:40Z [---] followers, [----] engagements

"US INFLATION DROPS TO NEW YEARLY LOW: 0.63% If this trend holds it significantly strengthens the case for continued Fed easing. Markets are already pricing in multiple rate cuts for [----] and this data adds fuel to that view. The key question now is Powells timingdoes he move preemptively on the disinflationary momentum or does he wait for clearer signs of labor market softening before accelerating the pace The ideal scenario were tracking: sustained disinflation without tipping into recession. That would give the Fed room to support growth while inflation normalizes. Early data suggests we"
X Link 2026-02-08T09:57Z [---] followers, [--] engagements

"Small Cap Stocks score best day since August 📈📈 $IWM (Russell 2000) surged +3.59% today to close above $265. Key observations: Strongest single-day gain in nearly [--] months Breaking above recent consolidation pattern Small caps showing renewed strength after choppy start to [----] Chart shows two major momentum zones (circled): [--] August breakout that launched the fall rally [--] Current surge breaking through resistance Volume & conviction both strong today. Are small caps finally ready to lead again 🤔 $SPY $QQQ #SmallCaps #RussellIWM #StockMarket"
X Link 2026-02-08T11:07Z [---] followers, [--] engagements

"JAPAN ELECTION: What It Means for US Stocks Exit polls show a landslide victory for PM Sanae Takaichi (LDP) Japan's first female leader and self-proclaimed "ultra-conservative". Her "Japan First" agenda has major implications for US markets 🧵 📊 CARRY TRADE RISK (🔴 Negative for US Tech) Takaichi is pushing a record 122.3T budget + tax cuts JGB yields rising Japanese institutions may pull funds from US Treasuries US yields = pressure on high-valuation tech stocks $QQQ vulnerable to yield drag 💻 SEMICONDUCTORS & DEFENSE (🟢 Positive) "Economic sovereignty" platform means deeper US-Japan"
X Link 2026-02-08T13:45Z [---] followers, [---] engagements

"📅 CRITICAL WEEK AHEAD: [--] Major Data Releases + Fed Speakers Here's what to watch and WHY it matters 👇 🛍 MONDAY: December Retail Sales Watch for: Consumer spending strength heading into year-end Expected: Modest gain after Nov weakness Impact: Confirms if holiday season saved Q4 GDP 💼 WEDNESDAY: January Jobs Report Watch for: Payroll additions + wage growth + unemployment rate Key metric: Average hourly earnings (inflation signal) Impact: Strong jobs = Fed stays hawkish longer 📉 THURSDAY: Initial Jobless Claims Watch for: Any spike signaling labor market cracks Trend matters more than"
X Link 2026-02-08T13:56Z [---] followers, [--] engagements

"@Investingcom Great calendar summary. The Fed speaker commentary will be telling - watch if they start emphasizing "data-dependent" more vs. pushing back on cut timing. Retail sales Monday could be the sleeper if it shows consumer exhaustion. Sets up the CPI print"
X Link 2026-02-08T13:59Z [---] followers, [---] engagements

"People choose investments based on their risk tolerance and how much volatility they can handle so they can sleep better at night. BTW compare the performance over the same period with $QQQ and you will find a new winner. I am in favour of some exposure to $BTC in their portfolio and how much it should be completely depends on how much volatility they are ready to digest. https://twitter.com/i/web/status/2020499849062338795 https://twitter.com/i/web/status/2020499849062338795"
X Link 2026-02-08T14:07Z [---] followers, [--] engagements

"@StockSavvyShay Great mapping of the entire stack. What stands out is that you can play the same $600B in capex 30+ different ways but timing matters. $NVDA $AVGO $ASML $TSM"
X Link 2026-02-08T15:35Z [---] followers, [----] engagements

"Thank you. I will be a buyer at [---] WMA. $MSFT $AMZN To quote the late great Charlie Munger: "If all you ever did was buy high-quality stocks on the 200-week moving average you would beat the S&P [---] by a large margin over time. The problem is few human beings have that kind of discipline." $MSFT https://t.co/kKlvAvJUxm To quote the late great Charlie Munger: "If all you ever did was buy high-quality stocks on the 200-week moving average you would beat the S&P [---] by a large margin over time. The problem is few human beings have that kind of discipline." $MSFT https://t.co/kKlvAvJUxm"
X Link 2026-02-08T16:37Z [---] followers, [---] engagements

"This is the "liquidity trap" scenario. Everyone fears inflation but deflation is the real ghost in the machine. Once the "wait for lower prices" mindset takes hold the velocity of money collapses. The Fed is so worried about the 1970s (inflation) that theyre ignoring the risks of the 1930s. https://twitter.com/i/web/status/2020560346881163318 https://twitter.com/i/web/status/2020560346881163318"
X Link 2026-02-08T18:08Z [---] followers, [---] engagements

"STOCK SELL-OFF NOT OVER GOLDMAN TRADERS SAY Goldman Sachs warns US stocks could face more selling this week driven by trend-following funds (CTAs) that have already hit sell triggers in the S&P [---]. The numbers are staggering: Up to $33B in CTA selling this week As much as $80B over the next month if S&P keeps falling Selling expected even in flat/rising markets Market dynamics making it worse: Thin liquidity Short gamma positioning amplifying swings Risk-parity and vol-control funds ready to cut exposure Retail showing fatigue Here's what matters: Fundamentals don't matter when the plumbing"
X Link 2026-02-08T18:56Z [---] followers, [--] engagements

"@StockSavvyShay @truflation Worth watching: core services inflation and wage growth. Those are the stickier components that could keep the Fed cautious even as headline numbers look friendly"
X Link 2026-02-08T18:59Z [---] followers, [---] engagements

"THE POLICY MIX IS SCREAMING ONE THING Let's look at what's actually happening: [--]. US President with a [------] price target on the Dow [--]. New Fed Chair who is "required" to cut interest rates [--]. $2000 stimulus checks back in discussion [--]. US government buying $200 billion in mortgage bonds [--]. New $1.2 trillion funding bill signed into effect [--]. Trump saying USD is "doing great" after -10% drop This isn't subtle. The policy response to every problem real or perceived is the same: more liquidity more spending weaker currency. When leadership celebrates a 10% currency decline as "doing great" you"
X Link 2026-02-08T19:11Z [---] followers, [--] engagements

"If they dont scare you out they will wear you out. $MSFT $PLTR $CRWD $ZS $IREN $CIFR $ASTS $RDW Peter Lynch on Picking Bottoms: If they dont scare you out they will wear you out. $UNH https://t.co/dsNOzt1jRg Peter Lynch on Picking Bottoms: If they dont scare you out they will wear you out. $UNH https://t.co/dsNOzt1jRg"
X Link 2026-02-08T20:47Z [---] followers, [---] engagements

"@charliebilello Appreciate the housing data. [--] consecutive months of rent deflation while mortgage payments stay elevated is a clear signal - affordability crisis shifting from renters to buyers"
X Link 2026-02-08T20:57Z [---] followers, [---] engagements

"@DeItaone Trilateral talks involving the US Ukraine and Russia are ongoing in Abu Dhabi but no major breakthrough has been reached to end the energy infrastructure attacks currently freezing parts of Ukraine. $SPY"
X Link 2026-02-08T21:21Z [---] followers, [----] engagements

"@TheRonnieVShow $IREN That 10% power utilization figure is the real kicker here. Huge runway ahead if they can execute on the GPU rollout. $3.4B ARR is a massive target but the infrastructure seems ready for it. 🚀 $CIFR $APLD $WULF"
X Link 2026-02-08T21:54Z [---] followers, [---] engagements

"$IREN Great breakdown. Everyone talks about GPUs (Which is also very important) but nobody talks about the years of permits land acquisition and substation builds required to hit 1.6GW. You can't just manifest that with a VC check. The "software capabilities" disclosure is the secret sauce for margins. $CIFR $APLD $WULF $NBIS $CRWV https://twitter.com/i/web/status/2020618157346746587 https://twitter.com/i/web/status/2020618157346746587"
X Link 2026-02-08T21:58Z [---] followers, [----] engagements

"🚨 $IREN Q2 Earnings: Why Bears Are Missing the Bigger Picture 🚨 ⚡ POWER DOMINANCE - Grew capacity 50% in ONE quarter to 1.6GW - Navigating power bottlenecks while peers scramble 🤖 AI TRANSFORMATION - AI Cloud revenue +137% QoQ - Now "largest vertically integrated AI Data Center platform" - Disclosed software capabilities for first time 💰 FINANCIAL STRENGTH - Secured $3.6B financing (95% of MSFT deal GPU costs) - Institutional PTs: $100+ 🎯 STRATEGIC POSITIONING - Multiple offers from hyperscalers & enterprises - CHOOSING partners vs. desperate contracting - Focus on long-term value over"
X Link 2026-02-08T22:02Z [---] followers, [---] engagements

"$IGV AI killing SaaS would be like the internet killing software. Same fear different decade. $CRM $NOW $SNOW $ZS $CRWD $RBRK $PANW"
X Link 2026-02-08T22:48Z [---] followers, [---] engagements

"@XFreeze The math is becoming impossible to ignore for any serious fleet manager. When you cut energy costs by 70% and slash maintenance by half you aren't just saving moneyyou're gaining a competitive weapon. $TSLA"
X Link 2026-02-08T23:14Z [---] followers, [----] engagements

"@KobeissiLetter Seeing green across the board in futures suggests that equity traders are decoupling from the "AI spending anxiety" that plagued Amazon and Microsoft last week. $SPY $QQQ $GOOGL $AMZN"
X Link 2026-02-08T23:20Z [---] followers, [----] engagements

"@WatcherGuru @BTCPrice The "Crypto Winter 2026" narrative lasted all of about three days. If we flip $72K into support $80K becomes the next logical magnet. $BTC $ETH $MSTR $BMNR"
X Link 2026-02-08T23:25Z [---] followers, [----] engagements

"@Investingcom The leverage has been flushed the weak hands were liquidated during the 26% single-day plunge and the smart money is moving back in to play the "Physical Reality" vs. "Paper Price" gap. $GLD $SLV"
X Link 2026-02-08T23:29Z [---] followers, [---] engagements

"@zerohedge This is a massive win for the "America First" fishing policy and a major relief for the New England maritime community"
X Link 2026-02-08T23:42Z [---] followers, [---] engagements

"The move from 50k to [------] by [----] is a bold "double or nothing" bet on American industry but the logic is consistent: aggressive tariffs energy independence and a weaker dollar to supercharge exports. If the first year of the term is any indication the "Trump Trade" still has plenty of room to run. $SPY $QQQ $DOW https://twitter.com/i/web/status/2020644891227779193 https://twitter.com/i/web/status/2020644891227779193"
X Link 2026-02-08T23:44Z [---] followers, [----] engagements

"@barkmeta The commodities market never sleeps even during the Super Bowl. Seeing Gold reclaim $5000 and Silver stabilize at $80 on a Sunday night is the ultimate "quiet part out loud" moment for the global macro shift. $GLD $SLV"
X Link 2026-02-08T23:53Z [---] followers, [----] engagements

"@zerohedge The "warning lights" described by Goldman Sachs are flashing red for a very specific reason: the SaaSpocalypse. $SPY $QQQ $IGV"
X Link 2026-02-09T00:08Z [---] followers, [---] engagements

"@KobeissiLetter The CME's aggressive 36% margin hike was designed to break the momentum but it only created a temporary liquidity vacuum. $GLD $SLV"
X Link 2026-02-09T00:28Z [---] followers, [---] engagements

"@aleabitoreddit @brian_armstrong Standing up against these amendments is the only way to ensure the industry doesn't just become "Wall Street on a Blockchain." $BTC $ETH"
X Link 2026-02-09T00:38Z [---] followers, [--] engagements

"@bindureddy The "Struggle" is where the actual learning happens. When you skip the frustration of a syntax error or a logic loop youre essentially "renting" knowledge instead of owning it. $GOOGL $MSFT $AMZN $OPENAI $ANTHROPIC"
X Link 2026-02-09T01:00Z [---] followers, [---] engagements

"@charliekilo552 @KobeissiLetter Yes that's the fastest way to achieve the target :)"
X Link 2026-02-09T01:01Z [---] followers, [--] engagements

"@TrendSpider At a forward P/E of roughly 22x26x Microsoft is currently trading at its cheapest valuation in three yearscheaper than it was before the ChatGPT boom even started. $MSFT $GOOGL $QQQ $SPY"
X Link 2026-02-09T01:37Z [---] followers, [----] engagements

"@Gubloinvestor $META - Best "AI monetization" $AMZN - Best "Industrial AI""
X Link 2026-02-09T01:41Z [---] followers, [---] engagements

"The core of every $NVDA bear thesis since [----] has been the digestion period. The idea is that hyperscalers ($META $GOOGL $AMZN $MSFT) will eventually stop buying chips once theyve built their initial clusters leading to a massive revenue crater. But if the roadmap extends beyond [--------] we arent looking at a cluster; we are looking at the re-architecting of global computing. https://twitter.com/i/web/status/2020686487952433531 https://twitter.com/i/web/status/2020686487952433531"
X Link 2026-02-09T02:29Z [---] followers, [---] engagements

"@iamtomnash Palantirs "Ontology" is becoming the standard for enterprise AI $PLTR"
X Link 2026-02-09T08:36Z [---] followers, [---] engagements

"@Dr_Nick_the_1st @zerohedge The SaaSpocalypse is the term for the massive structural meltdown currently hitting the "Software as a Service" (SaaS) industry. I believe it went vial last week"
X Link 2026-02-09T14:01Z [---] followers, [--] engagements

"@DeItaone The reported $3 billion to $3.5 billion deal isn't just a loan; its a high-conviction bet on the physical backbone of Elon Musks AI ambitions. $TSLA $XAI $SPY $NVDA"
X Link 2026-02-09T14:07Z [---] followers, [---] engagements

"🚨 ALPHABET'S ALL-IN AI BET: The Numbers Are Staggering $GOOGL announced last week a jaw-dropping $175-185B CapEx guidance for [----] DOUBLE their $91.4B spend in [----]. To fund this unprecedented buildout they're tapping debt markets with bonds extending to [----]. 📊 THE MAGNITUDE: - Hyperscalers (Google Amazon Meta Microsoft Oracle) issued $121B in debt in [----] alone - Morgan Stanley & JP Morgan project $1.5 TRILLION in debt needed over next few years for AI infrastructure - Wall Street expected $120B for [----] Google just blew past that by $65B at the high end 💰 BUT HERE'S THE KICKER THE ROI"
X Link 2026-02-09T14:27Z [---] followers, [--] engagements

"@elonmusk Grok is officially in hyper-growth mode. 43% MoM download surge and 62M active users before Grok [----] even drops The speed of adoption is outpacing almost every other AI tool on the market right now. The 'xAI + SpaceX' synergy is clearly starting to pay off. 🚀 #Grok #xAI"
X Link 2026-02-09T14:40Z [---] followers, [--] engagements

"@zerohedge While the Nikkei is celebrating Prime Minister Sanae Takaichis landslide victory the currency market is reacting to the newfound political stability and the potential for a hawkish pivot from the Bank of Japan (BoJ) $NK $SPY"
X Link 2026-02-09T14:50Z [---] followers, [---] engagements

"@StockSavvyShay $AMZ The 'overbuilding' myth dies here. $GOOGL $MSFT $META $NVDA"
X Link 2026-02-09T14:53Z [---] followers, [---] engagements

"🔥 UBS: $AMZN AWS Growth Rate to DOUBLE to 38% in [----] Major analyst update just dropped - here's why this matters: 📈 AWS Growth Acceleration: - 2025: 19% growth - 2026E: 38% growth - DOUBLING the rate - 2027E: Mid-30% level sustained 💰 CapEx Signal is BULLISH: $200B guidance (vs consensus $146B) = massive AI infrastructure buildout. UBS says their AWS demand forecast methodology "still functioning well" - translation: visibility is strong. 🎯 The Math: If [----] maintains mid-30% growth AWS essentially DOUBLES revenue and operating profit in just two years. 📊 Performance Obligations (RPO):"
X Link 2026-02-09T14:56Z [---] followers, [---] engagements

"The logic for buying during the "spook" is simple: Fear creates a discount on quality. While the market is focused on cost the companies themselves are focused on survival. As Meta's Mark Zuckerberg famously hinted the risk of being late to AI is far greater than the risk of overspending. If you believe AI is the new electricity then the people building the power plants (Big Tech) are essentially building a moat that no one else can afford to cross. $AMZN $GOOGL $MSFT $META $TSLA $AVGO $MU $PLTR $IREN $CIFR $WULF https://twitter.com/i/web/status/2020916382771134747"
X Link 2026-02-09T17:43Z [---] followers, [--] engagements

"@ONOFOMO [----] will be a great year for investors if they buy into fear not into greed. $SPY $QQQ $PLTR $MU"
X Link 2026-02-09T17:46Z [---] followers, [---] engagements

"@WallStreetMav The logic here is sound: when a commodity price outpaces production costs as aggressively as silver has over the last year the operating leverage for producers becomes a mathematical powerhouse. $SLV $GLD $SPY $QQQ"
X Link 2026-02-09T17:54Z [---] followers, [----] engagements

"@StockSavvyShay $MU Micron confirmed last week that their entire [----] HBM capacity is already committed. Even if they aren't the primary on the first Rubin chips they have locked-in demand from other hyperscalers (like Amazon and Google) who are desperate for HBM4. $AMZN $GOOGL $NVDA $AMD"
X Link 2026-02-09T18:11Z [---] followers, [----] engagements

"$MU Nvidia's Vera Rubin NVL144 system is a beast requiring roughly [---] GB of HBM4 per GPU. The sheer volume of memory needed means Nvidia requires three healthy suppliers. They cannot meet Rubin demand with Samsung and SK Hynix alone. So for me any meaningful dip in $MU is a buying opportunity. $NVDA $AMD $MU is trading lower on reports Samsung is already approved by $NVDA to supply HBM4 for Rubin and may start production this month. Micron does not ramp HBM4 until mid [----] which brings fresh worries about losing early share in the highest margin part of memory. https://t.co/zeEKVXnRqF $MU is"
X Link 2026-02-09T18:13Z [---] followers, [---] engagements

"@unusual_whales Alphabet is transitioning from an "asset-light" software company to an "asset-heavy" infrastructure giant. $GOOGL $AMZN $SPY $QQQ"
X Link 2026-02-09T18:59Z [---] followers, [----] engagements

"We are witnessing a "bifurcation" of the chip market. If you aren't Apple or a trillion-dollar hyperscaler you are essentially being "pushed down" to older nodes or forced to wait until [----]. This makes TSMC the ultimate toll booth for the next three years of AI evolution. $TSM $AAPL https://twitter.com/i/web/status/2020951081061318663 https://twitter.com/i/web/status/2020951081061318663"
X Link 2026-02-09T20:00Z [---] followers, [----] engagements

"🎯 THURSDAY DIP FRIDAY RIP MONDAY CONTINUATION 🚀 Bought the bloodbath on Thursday when everyone was panicking: $AMZN $MSFT $PLTR $MU $CIFR $IREN 💎 THE SETUP Tech got NUKED on Thursday: - Nasdaq -1.5% (worst 3-day slide since April) - $1.5T in market cap evaporated - AI disruption fears went parabolic - Software apocalypse narratives everywhere 📈 THE RECOVERY Friday delivered EXACTLY what dip buyers needed: - Dow +1006 pts (+2.06%) - BEST DAY SINCE MAY - Nasdaq +1.88% - BEST DAY SINCE NOVEMBER - S&P [---] +1.63% - Tech bounced HARD from the lows 🚀 MONDAY FOLLOW-THROUGH AI infrastructure"
X Link 2026-02-09T20:58Z [---] followers, [---] engagements

"@KobeissiLetter That +$6B inflow explains the Friday face-rip perfectly. Investors aren't scared of the AI capex talk. $QQQ $NVDA $PLTR $IREN $CIFR $WULF"
X Link 2026-02-09T21:13Z [---] followers, [---] engagements

"ServiceNow $NOW has undergone a massive valuation reset since early [----]. While it spent [----] as the poster child for "expensive growth" (peaking at 130x150x multiples) the "Software Rout" of January [----] has completely changed the math. If you liked it at 130x earnings. $NOW you should love it at 30x earnings. https://t.co/F0ufhRgUaW If you liked it at 130x earnings. $NOW you should love it at 30x earnings. https://t.co/F0ufhRgUaW"
X Link 2026-02-09T21:42Z [---] followers, [---] engagements

"@KobeissiLetter We went from "Return Capital to Shareholders" to "Build the Supercomputer" real quick. 🏗 $AMZN leading the charge on the zero-buyback policy is the ultimate signal. CapEx is the new dividend. $MSFT $AAPL $GOOGL $META"
X Link 2026-02-09T22:05Z [---] followers, [---] engagements

"@StockSavvyShay $CRDO That $CRDO update is a massive statement. Jumping from a $340M midpoint to $406M is wild"
X Link 2026-02-09T22:07Z [---] followers, [---] engagements

"@TrendSpider That correlation is becoming the "macro signal" of the year. Historically $BTC and $IGV (Software) have shared a high-beta liquidity-driven DNA but early [----] has been particularly brutal for both. $SPY $QQQ"
X Link 2026-02-09T22:09Z [---] followers, [---] engagements

"@SmallCapSnipa OpenAI: "We need 7GW." Anthropic: "Hold my Claude were going for 10." The AI infrastructure war has officially entered the "Gigawatt Era." Total power grabliterally. ⚡🚀 $NVDA $AMZN $MSFT $GOOGL $META"
X Link 2026-02-09T22:13Z [---] followers, [---] engagements

"$GOOGL Amazing. Alphabet $20B bond Deal. Based on market data for today here is the breakdown of the estimated annual interest rates for each tranche. Alphabet deal upsized to $20BN from $15BN. Looks like they scrapped the 100Yr piece - $2.5BN 3Y FXD At +27 - $3BN 5Y FXD At +43 - $3BN 7Y FXD At +53 - $4.25BN 10Y FXD At +63 - $1.5BN 20Y FXD At +75 - $4BN 30Y FXD At +83 - $1.5BN 40Y FXD At +95 Alphabet deal upsized to $20BN from $15BN. Looks like they scrapped the 100Yr piece - $2.5BN 3Y FXD At +27 - $3BN 5Y FXD At +43 - $3BN 7Y FXD At +53 - $4.25BN 10Y FXD At +63 - $1.5BN 20Y FXD At +75 - $4BN"
X Link 2026-02-09T22:23Z [---] followers, [---] engagements

"@zerohedge Amazing. Bond investors just handed Google $20BN at incredibly thin spreads. While equity investors fret over "ROI on AI. $GOOGL $QQQ $AMZN $META"
X Link 2026-02-09T22:25Z [---] followers, [---] engagements

"@TheTechInvest $IREN had a massive V shape recovery from Thursday lows. Well Done"
X Link 2026-02-09T22:26Z [---] followers, [---] engagements

"@StockSavvyShay $CIFR Massive turnaround from Thursday night lows"
X Link 2026-02-09T22:27Z [---] followers, [---] engagements

"Incredible rotation today. Were seeing a shift from 'hyperscaler hype' into actual execution names. $CIFR $WULF and $IREN popping on a day when Bitcoin is wobbling shows investors are valuing the AI power/compute pivot over the underlying coin. Quality growth is back. MONSTER DAY FOR GROWTH STOCKS $APP +18% $WULF +17% $ALAB +15% $CIFR +15% $RBLX +11% $IREN +11% $CRDO +11% $SHOP +10% $QS +10% $CRML +9% $PL +8% $EOSE +8% $NBIS +8% $UUUU +8% $CRWV +8% $RBRK +7% $PLTR +6% $ONDS +6% MONSTER DAY FOR GROWTH STOCKS $APP +18% $WULF +17% $ALAB +15% $CIFR +15% $RBLX +11% $IREN +11% $CRDO +11% $SHOP +10%"
X Link 2026-02-09T23:15Z [---] followers, [---] engagements

"@StockSavvyShay The 'dip buyers' finally woke up. After weeks of everyone calling for an AI bubble this feels like a massive validation for the infrastructure and ad-tech plays. $IREN $CIFR $WULF"
X Link 2026-02-09T23:16Z [---] followers, [---] engagements

"@TheRonnieVShow $META and $AMZN are literally spending $300B+ on capex this year and names like $IREN and $NBIS are the ones catching that spend. Buying the customer and the vendor at the same time is a pro move"
X Link 2026-02-09T23:20Z [---] followers, [---] engagements

"@Mr_Derivatives That [----] gap is definitely the magnet. 🧲 A 5% haircut from here would put us right at [----] making that fill almost too perfect to ignore. [--] out of [--] months green is a hell of a run. $SPY $QQQ"
X Link 2026-02-09T23:24Z [---] followers, [----] engagements

"@moninvestor Anthropic moving from 'cloud renter' to 'infrastructure owner' with Fluidstack is the ultimate signal that the AI race has moved from the software layer to the power layer. Huge for $CIFR $IREN and $WULF who already have the slots on the grid. ⚡"
X Link 2026-02-09T23:28Z [---] followers, [---] engagements

"@StockSavvyShay 15% growth 🤯 Thats basically 'China in the 90s' levels of expansion. Even if we hit a third of that were looking at a generational bull market. $SPY $QQQ $IWM"
X Link 2026-02-09T23:34Z [---] followers, [---] engagements

"@DeItaone What's Taxed: Advanced chips like the NVIDIA H200 and AMD MI325X if they aren't contributing to "domestic buildouts." What's Exempt: Chips imported for U.S. Data Centers startups research and general consumer electronics (laptops/phones). $SPY $QQQ $NVDA"
X Link 2026-02-09T23:38Z [---] followers, [----] engagements

"@NoLimitGains Definitely keeping notifications on for your next move. The generational wealth transfer usually happens right when the "capitulation signal" feels the most painful. $SLV $GLD"
X Link 2026-02-10T08:38Z [---] followers, [----] engagements

"@Investingcom Expectations for aggressive fiscal spending and tax cuts (especially that 8% food tax suspension) are driving massive retail and institutional inflows. $NK $NI225"
X Link 2026-02-10T11:07Z [---] followers, [---] engagements

"🚨 GOLDMAN SACHS ALGO APOCALYPSE WARNING This isn't your typical "recession incoming" scare. This is pure market mechanicsand it's potentially more dangerous. Goldman's trading desk just dropped a bombshell: we're hitting technical levels that could force AUTOMATED funds to dump $33-80 BILLION in stocks regardless of fundamentals. 📊 THE CRITICAL NUMBERS: $33 Billion Immediate Risk If markets keep sliding this week systematic CTA funds will be FORCED to sell $33B in US equities 🔴 The $80 Billion Danger Zone S&P [---] level: [----] Break below this Goldman warns we could see $80B in algorithmic"
X Link 2026-02-10T11:16Z [---] followers, [--] engagements

"@StockSavvyShay The 37% jump suggests demand from $NVDA $AAPL and $AMD is currently outstripping the 14% growth expected for the rest of the foundry industry"
X Link 2026-02-10T11:35Z [---] followers, [---] engagements

"🚀 TSMC JUST DROPPED AN ABSOLUTE MONSTER REPORT 🚀 January revenue: $12.71 BILLION YoY growth: 37% They guided for 30% growth for the FULL YEAR. They just CRUSHED that in January alone. 💰 THE CAPITAL BLITZ: $30B capital injection into global subsidiary $1.9B bond issuance (NT$60B) [----] Capex: $52-56 BILLION (up to 37% higher vs 2025) This isn't cautious planning. This is a full-scale SPRINT to build "Foundry 2.0"evolving from just printing wafers to becoming a complete AI systems manufacturer. 📈 THE NUMBERS THAT MATTER: 🔥 Demand Dominance 37% growth while rest of foundry industry grows"
X Link 2026-02-10T11:43Z [---] followers, [--] engagements

"@TheTechInvest Big Tech has the money but the "miners" have the power. $GOOGL $AMZN $MSFT $IREN $CIFR"
X Link 2026-02-10T11:46Z [---] followers, [----] engagements

"@Barchart This isnt China "running out of money." They are swapping paper for metal. $GLD $SLV $SPY"
X Link 2026-02-10T11:48Z [---] followers, [---] engagements

"@jukan05 The shift from "individual chips" to "integrated rack-scale systems" is officially turning NAND flash from a generic PC component into a high-performance AI fuel. $NVDA $SNDK $MU"
X Link 2026-02-10T12:07Z [---] followers, [----] engagements

"@DeItaone Memory prices (DRAM/NAND) are skyrocketing due to the AI infrastructure boom but Apple will simply pass those costs to the consumer without denting demand. $AAPL $MU $SNDK $WDC"
X Link 2026-02-10T12:31Z [---] followers, [---] engagements

"@zerohedge The Federal Reserves "diet" hasnt historically gone as planned. $SPY $QQQ"
X Link 2026-02-10T12:32Z [---] followers, [---] engagements

"@aleabitoreddit @michaeljburry The "lucky" short-seller might be right on the timing due to the broader tech sell-off but the fundamental engine of Palantir is currently a jet turbine. $PLTR"
X Link 2026-02-10T12:35Z [---] followers, [---] engagements

"@BoringBiz_ we are witnessing a permanent structural shift where asset inflation has completely decoupled from labor income. $SLV $GLD"
X Link 2026-02-10T16:17Z [---] followers, [----] engagements

"@TheTechInvest These aren't "retail" trades; these are sophisticated managers positioning for a multi-year infrastructure cycle. $IREN $CIFR $AMZN $GOOGL"
X Link 2026-02-10T16:45Z [---] followers, [----] engagements

"@KobeissiLetter This 24% "real term" collapse from the [----] peak is the single largest erosion of graduate purchasing power in modern history. $SPY $QQQ"
X Link 2026-02-10T17:04Z [---] followers, [---] engagements

"@DeItaone No urgency to cut no desire to hike. $SPY $QQQ"
X Link 2026-02-10T18:30Z [---] followers, [--] engagements

"@unusual_whales While the stock market might be hitting records the balance sheets of younger and lower-income Americans are hitting a wall. $SPY $QQQ"
X Link 2026-02-10T18:32Z [---] followers, [---] engagements

"@Mr_Derivatives While the Squeeze doesn't predict the direction it serves as a massive "coiled spring" for volatility. The longer the coiling the more violent the expansion. $SPY $QQQ"
X Link 2026-02-10T18:34Z [---] followers, [----] engagements

"@KobeissiLetter This isn't just a local Chinese issue; its a global "drain" that has moved from the East back to the West creating a massive regional price divergence. $SLV $GLD"
X Link 2026-02-10T18:36Z [---] followers, [---] engagements

"This post is the ultimate "zoom out" reminder. $SPY $QQQ $IWM $DOW The stock market crashed: 1929: 90% 1973: 50% 1987: 35% 2008: 55% 2020: 35% Every single time it went on to new highs. 11% annual returns since [----] Short-term fear has never beaten long-term investing. The stock market crashed: 1929: 90% 1973: 50% 1987: 35% 2008: 55% 2020: 35% Every single time it went on to new highs. 11% annual returns since [----] Short-term fear has never beaten long-term investing"
X Link 2026-02-10T18:39Z [---] followers, [---] engagements

"@KobeissiLetter When equity optimism is near cycle highs while labor market fears are at crisis-levels it usually means stocks are being driven by liquidity buybacks and AI narratives not confidence in the real economy. $SPY $QQQ"
X Link 2026-02-10T18:58Z [---] followers, [---] engagements

"@StockMKTNewz @EarningsHubHQ Tonights report isn't just about the numbers; its a progress report on their transition from a "meme stock" app to a full-scale financial powerhouse. $HOOD $BULL"
X Link 2026-02-10T19:00Z [---] followers, [---] engagements

"@amitisinvesting $HOOD being mechanically tied to $BTC volatility is more about algo behavior than business reality. Over time that correlation should fade as the revenue mix keeps shifting toward banking options subs and new products. $SCHW $IBKR $BULL"
X Link 2026-02-10T19:05Z [---] followers, [----] engagements

"@BRICSinfo A stronger CNY vs USD signals easing capital pressure and gives China more room to stimulate without triggering FX stress"
X Link 2026-02-10T19:16Z [---] followers, [---] engagements

"@wintonARK $TSLA Terrestrial data centers: The more you build the harder it gets. Orbital data centers: The more you build the easier it gets. We are approaching the "Great Flip" where the vacuum of space becomes more economical than the dirt of Earth"
X Link 2026-02-10T19:30Z [---] followers, [----] engagements

"@Mr_Derivatives If $HOOD can prove the 'Prediction Markets' are a real revenue driver this coiled spring could finally pop. 🚀"
X Link 2026-02-10T19:34Z [---] followers, [---] engagements

"@CNBC $ROK Stephanie Links "sleeper name" for [----] is Rockwell Automation"
X Link 2026-02-10T19:42Z [---] followers, [---] engagements

"@iamtomnash $PLTR Platforms dont win loud they win by becoming unavoidable"
X Link 2026-02-10T19:45Z [---] followers, [---] engagements

"@zerohedge $LLY $NVO Obesity creates a "weakened defense""
X Link 2026-02-10T20:10Z [---] followers, [---] engagements

"@unusual_whales Polymarket is usually the fastest to smell smoke before a fire"
X Link 2026-02-10T20:21Z [---] followers, [---] engagements

"@unusual_whales $ICHR Ichor Holdings which provides fluid delivery subsystems for the semiconductor industry was a "sleeper" pick. $NVDA $GOOGLE $AMZN $MSFT $META $ORCL"
X Link 2026-02-10T20:32Z [---] followers, [---] engagements

"@StockSavvyShay We are witnessing the most expensive build-out in human history. $GOOGL $MSFT $META and $AMZN are spending $650B on AI this yearexceeding the entire cost of the US Interstate Highway System"
X Link 2026-02-10T20:34Z [---] followers, [---] engagements

"@intocryptoverse $BTC Despite the "Altseason" hope that cycles through social media every few months the ETH/BTC ratio has been a structural downtrend for over [--] months"
X Link 2026-02-10T21:01Z [---] followers, [---] engagements

"@zerohedge $SPY $QQQ While software stocks are surging on the prospect of cheaper capital financial stocks are feeling the sting of a flattening yield curve and cooling consumer spending"
X Link 2026-02-10T21:02Z [---] followers, [---] engagements

"@ConnorJBates_ $PLTR $HOOD $CRDO This is the tax you pay for chasing momentum 📉 Drawdowns create opportunitybut only if you can tell revenue from vaporware"
X Link 2026-02-11T06:25Z [---] followers, [---] engagements

"@stats_feed This is a significant milestone especially considering Italy ranked seventh just a decade ago"
X Link 2026-02-11T06:42Z [---] followers, [----] engagements

"@Barchart $SPY shift toward quality with pricing power ($MSFT $GOOGL $AAPL $NVDA $PLTR $MU $AMZN $TSLA) and away from expensive growth with no earnings. Don't fight the Fed but don't panic either"
X Link 2026-02-11T10:41Z [---] followers, [---] engagements

"@BullTheoryio $GLD $SLV $BTC we might not be AT the top yet but we're definitely IN the zone where gold runs historically end"
X Link 2026-02-11T10:47Z [---] followers, [---] engagements

"@aleabitoreddit This is the right read on where $HOOD is at right now. The earnings didn't kill the bull case but they definitely removed the "must own" urgency"
X Link 2026-02-11T11:00Z [---] followers, [---] engagements

"$SPY $QQQ $META California losing another billionaire to Florida's zero state income tax. When you're worth $200B+ like Zuck the 13.3% CA tax rate means saving potentially BILLIONS on any $META stock sales. This isn't just about income - it's about capital gains. He can now liquidate positions without giving Sacramento a cut. Same playbook as Musk Thiel and others. Florida wins California loses. $TSLA $PLTR https://twitter.com/i/web/status/2021632162873708881 https://twitter.com/i/web/status/2021632162873708881"
X Link 2026-02-11T17:07Z [---] followers, [----] engagements

"$META The thought data vs. behavioral data distinction is HUGE. Facebook knew what you clicked. OpenAI knows what you THINK. That's not just a bigger dataset - it's a different category of privacy risk entirely. And they're speedrunning the same monetization playbook that got Facebook a $5B fine except with way more intimate data. $8/month to still see ads is wild. You're paying to be the product. $OPENAI $QQQ $GOOGL https://twitter.com/i/web/status/2021636042965598346 https://twitter.com/i/web/status/2021636042965598346"
X Link 2026-02-11T17:22Z [---] followers, [---] engagements

"$META Auditor red flags are rarely nothing. If $META is being too aggressive on how they're depreciating $60B+ in AI data centers reported earnings could be overstated. Think of it like this: If you buy a car for $30K and say it'll last [--] years instead of [--] your annual "expense" looks lower - but you're just delaying the hit. With Meta spending massive amounts on AI infrastructure depreciation assumptions MATTER. Stretch them too far and profits look better than reality. EY doesn't raise concerns publicly unless it's material. Worth watching. $GOOGL $AMZN $MSFT $ORCL $IREN $CIFR"
X Link 2026-02-11T17:53Z [---] followers, [----] engagements

"$META Bill Ackman doesn't do small positions. Timing is interesting - stock is down 8% from highs on AI spending concerns and now EY is flagging accounting issues. Either he sees the valuation as too cheap to ignore or he knows something about the data center depreciation story that the market doesn't. 13F next week will tell us if this is a nibble or a conviction bet. $GOOGL $MSFT $AMZN $ORCL $CIFR $IREN https://twitter.com/i/web/status/2021644397171937508 https://twitter.com/i/web/status/2021644397171937508"
X Link 2026-02-11T17:55Z [---] followers, [----] engagements

"$META Another massive data center for $META's AI buildout. Indiana = cheap land + cheap power + tax incentives. This is where you build when you're spending huge amounts on infrastructure. Market is worried they're overspending. Meta is betting the AI platform war is won by whoever builds the most capacity fastest. Time will tell who's right but they're not slowing down. $GOOGL $MSFT $TSLA $AVGO $ORCL $AMZN https://twitter.com/i/web/status/2021646521670746574 https://twitter.com/i/web/status/2021646521670746574"
X Link 2026-02-11T18:04Z [---] followers, [----] engagements

"$META $2B is a huge Bet. Timing is interesting - stock is down 8% from highs on AI spending concerns and now EY is flagging accounting issues. Either he sees the valuation as too cheap to ignore or he knows something about the data center depreciation story that the market doesn't. https://twitter.com/i/web/status/2021647247847350721 https://twitter.com/i/web/status/2021647247847350721"
X Link 2026-02-11T18:07Z [---] followers, [----] engagements

"@zerohedge $SPY $QQQ Obviously won't meet on Russian/Belarus soil - that's a non-starter. Neutral venue or nothing. Signals negotiations still far from actual progress"
X Link 2026-02-11T18:08Z [---] followers, [---] engagements

"$SPACEX SpaceX now owns human spaceflight. NASA went from building their own rockets to being a customer. That's the entire space industry transformation in one photo. Boeing's Starliner still grounded with issues. Blue Origin years behind. SpaceX launching crew missions like it's routine. $TSLA @elonmusk https://twitter.com/i/web/status/2021650288373793200 https://twitter.com/i/web/status/2021650288373793200"
X Link 2026-02-11T18:19Z [---] followers, [---] engagements

"$SPY $QQQ Basically zero movement in 10-year yields over [--] months. Market is stuck - not pricing in inflation panic OR recession fears. Just. waiting. For Fed clarity for economic data for SOMETHING to break the range. Boring = good for stocks short term. But this kind of stability usually doesn't last. https://twitter.com/i/web/status/2021650569027334489 https://twitter.com/i/web/status/2021650569027334489"
X Link 2026-02-11T18:20Z [---] followers, [---] engagements

"@aakashgupta $TSLA $SPACEX Terrestrial just needs one thing: political will to say yes to more power plants"
X Link 2026-02-11T18:26Z [---] followers, [---] engagements

"$SPY $QQQ Politicians literally vote on which sectors get billions in subsidies then trade those stocks before the public knows. Defense bills infrastructure spending energy policy - they see it weeks before announcement and position accordingly. Nancy Pelosi's husband buying chip stocks before the CHIPS Act. Multiple senators dumping travel stocks in closed-door COVID briefings before the crash. Both parties do it. Both parties block the bill to ban it. The one thing Congress has bipartisan agreement on: their right to trade on information you can't access."
X Link 2026-02-11T18:28Z [---] followers, [--] engagements

"$SPY $QQQ White House economic advisor publicly pressuring the Fed to cut rates. Classic playbook: Trump wants cheaper money to juice the economy and lower borrowing costs. Fed's supposed to be independent but political pressure is real. Powell's term ends in [----] - not a coincidence this is heating up. Market already pricing in cuts this year. Question is whether Fed moves on DATA or on PRESSURE. https://twitter.com/i/web/status/2021653144355164608 https://twitter.com/i/web/status/2021653144355164608"
X Link 2026-02-11T18:30Z [---] followers, [--] engagements

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