@Sir_Kory Sir KorySir Kory posts on X about ai, stocks, market, in the the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks 54.13% finance 46.79% technology brands 9.17% cryptocurrencies 6.42% financial services 4.59% exchanges 2.75% celebrities 2.75% countries 0.92% social networks 0.92% travel destinations 0.92%
Social topic influence ai 21.1%, stocks #3959, market #4039, in the 9.17%, the most 6.42%, $ionq #73, we are 5.5%, dividend 5.5%, space 4.59%, company 4.59%
Top accounts mentioned or mentioned by @italque @cletusclapton @apompliano @greenjoshn @kennyzufall @acinvestorblog @polarizinglit @injectivelounge @bulltheoryio @grok @sai_s_destiny @babankltd @androitsol36824 @angsdaytrader1 @b_arcand @cheekybaua @devaniksaha
Top assets mentioned IonQ, Inc. (IONQ) BlackRock Inc (BLK) Coca-Cola Co (KO) Now Coin (NOW) Johnson & Johnson (JNJ) Rocket Lab USA, Inc. Common Stock (RKLB) Snow Lake Resources Ltd. (LITM) Cipher Mining Inc. Common Stock (CIFR) OrangeKloud Technology Inc. (ORKT) Credo Technology Group Holding Ltd (CRDO) Ondas Holdings Inc. Common Stock (ONDS) QuantumScape Corporation (QS) Fastly, Inc. (FSLY) Nextracker Inc. (NXT) NuScale Power Corporation (SMR) Intuitive Machines, Inc. (LUNR) Oracle Corporation (ORCL) Microsoft Corp. (MSFT) Rambus Inc (RMBS) Bitcoin (BTC) Iris Energy Limited (IREN) Arista Networks Inc (ANET) Amazon.com, Inc. (AMZN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Sandisk Corporation (SNDK) RAI Finance (SOFI) Trade Desk, Inc. (TTD) SoundHound AI, Inc. Class A Common Stock (SOUN)
Top posts by engagements in the last [--] hours
"$TTD: Action Movie or Opportunity Analyzing The Trade Desk now feels like watching an action thriller: high tension with a potential plot twist on the horizon. While the start of the year has been brutal the gap between market price and fundamental value is becoming impossible to ignore. Flash Report: Current Situation Price: Hovering around $27 - $28 roughly 80% below its all-time highs. Recent Trend: Down 27% in the last month alone hitting 5-year lows. The Panic Factors: [--]. The sudden exit of the CFO (Tahnil Davis is currently interim) a move markets never like. [--]. Fierce competition from"
X Link 2026-02-10T17:45Z [---] followers, [----] engagements
"Deep-Dive Analysis: $SOUN The stock is at a critical crossroads. After the [----] rally it's facing a major technical and fundamental pivot. 1) Key Numbers Current Price: $7.96 Market Cap: $3.4B. Valuation: The market is getting selective; the projected +40% revenue growth for [----] must now be paired with narrowing losses. 2) Whos Pulling the Strings (Top Shareholders) Institutional backing remains solid despite the recent volatility: Institutional (53%): Vanguard (10.8%) and BlackRock (7.1%) remain the heavyweights. Geode Capital recently increased its stake to 2.18%. Retail (38%): A massive"
X Link 2026-02-12T10:42Z [---] followers, [----] engagements
"Even today Musk posted that solar energy will be the future so before a possible bubble starts in a sector that's already hot π₯΅π
on its own let's take a look at who's positioned best. These are [--] best-positioned stocks based on balance sheet strength and market share in my opinion: Infrastructure & Systems: $NXT (Nextracker): Global leader in solar trackers. Features a pristine balance sheet with zero debt and consistent margin expansion. $SHLS (Shoals Technologies): Specialized in EBOS (Electrical Balance of System) components. Maintains high margins through proprietary solutions that"
X Link 2026-02-14T14:24Z [---] followers, [---] engagements
"Great scene explaining how to manage a restaurant a bank or just how the system functions. Whether it's fish or bonds it's pretty much the same thing. One of the greatest scenes ever aired in any film or TV in general https://t.co/PlkGHFHtln One of the greatest scenes ever aired in any film or TV in general https://t.co/PlkGHFHtln"
X Link 2026-02-14T16:11Z [---] followers, [---] engagements
"In pennyland $RIME is generating some real hype especially on Reddit. Here is why: $RIME The AI Pivot is getting loud. Reddit is buzzing about the $10M ARR milestone and with the price sitting under $1. is a technical bounce loading DD Quick Hits: 1) THE GOOD: SemiCab is flying. ARR officially hit $10M (+300% YoY). The Apollo Tyres expansion is a massive validation of their AI logistics tech. 2) LOW FLOAT PLAY: The stock is currently a micro-float play. This means the supply is extremely tightwith enough volume the price action can become violent and move very fast. 3) THE CATALYSTS: New"
X Link 2026-01-14T17:44Z [---] followers, [----] engagements
"Here we go ladies and gentlemen with a deep dive into $FJET π§ [--]. The "Hypersonic Launch" Advantage Unlike $RKLB which relies on the proven vertical success of the Electron rocket $FJET utilizes an air-launch system. The Pro: They dont need a fixed expensive launch pad for every mission. They can take off from the Kennedy Space Center fly to wherever the weather is optimal and launch from the air. This significantly slashes operational expenses (OPEX). The Con: The physical limit. An F-104 can only carry microsatellites. While $RKLB is scaling up with Neutron to challenge SpaceX $FJET will"
X Link 2026-01-29T20:55Z [---] followers, [----] engagements
"The "Picks and Shovels" Play: Redwire $RDW Instead of betting on who launches the rocket Redwire sells the "shovels": they manufacture space-grade solar arrays satellite wings and orbital infrastructure. Why now: They have just reported a massive 50% year-over-year revenue growth. Profitability: It is one of the few space small-caps that has already achieved positive adjusted EBITDA. The market views it as a "universal supplier" that profits regardless of who wins the space race. Target: Analysts project significant upside potential by the end of [----] with estimated revenues trending toward"
X Link 2026-02-06T18:27Z [---] followers, [----] engagements
"$CRCL: Beyond the Stablecoin Strategic Outlook and [----] Potential It's a company transitioning from a specialized stablecoin issuer into a foundational pillar of the global digital payment infrastructure. Market Context and Pricing Current Range: $56 $60 per share. Key Date: The Q4 [----] earnings report scheduled for February [--] [----] is expected to be a major price catalyst. Strategic Growth Drivers Revenue Diversification: Circle is successfully shifting away from a pure interest-income model. Non-reserve revenue (services and subscriptions) has grown from negligible levels in [----] to an"
X Link 2026-02-12T09:25Z [---] followers, [----] engagements
"One of the most discussed. $OPEN Opendoor is at a major crossroads. Trading around $4.75 the stock shows a clear shift in market sentiment: investors have stopped obsessing over Fed rates and started looking at whether this management team can actually deliver a profit. The goal: adjusted net income breakeven by late [----]. Under CEO Kaz Nejatian the "Opendoor 2.0" strategy is leaning heavily on AI-driven valuation models to fix the margin issues that plagued the old iBuying model. Its a bet on tech efficiency over raw real estate speculation. Cash is still there about $960M providing enough"
X Link 2026-02-12T11:12Z [---] followers, [---] engagements
"In my opinion we are now in the final stage of this February correction; an accumulation phase will soon begin before the May/June rebound. There are plenty of opportunities out there π #StockMarket"
X Link 2026-02-13T15:32Z [---] followers, [---] engagements
"Investing vs. Trading.so true"
X Link 2026-02-14T17:47Z [---] followers, [---] engagements
"$ELBM to watch for a reversal.just my opinion. Now: 0.85$ NFA"
X Link 2025-11-24T16:05Z [---] followers, [----] engagements
"Another opportunity under the radar.take a look and tell me what do you think about: $TURB. MACD 1d. is crossing the line and RSI is holding its head up. Reversal seems confirmed with a highway ahead. Float low. Promising company in my opinion. Now: [----] $ Realistic PT 2$ NFA"
X Link 2025-11-25T22:49Z [---] followers, [----] engagements
"For penny lovers. I've found a few interesting stocks that aren't hyped yet but show some very compelling setups π One of these is. $VSTD Price: $0.24 Technical and Fundamental Analysis: The recent consolidation around $0.24 is noteworthy following the latest SEC filings. Key takeaways: - Capital Restructuring : As confirmed in the Form 8-K the company has officially suspended the second and third tranches of its financing agreement. This eliminates immediate dilution risk stabilizing the float and improving the overall equity structure. - AI Strategic Pivot : The rebranding reflects the"
X Link 2026-01-04T20:18Z [---] followers, [----] engagements
"Heres some DD on $UAMY.and $TMC π§ After a transformational [----] the company is now a pillar of US national security. The [----] Catalysts: - Pentagon Power : Execution of the $245M DLA contract. Revenue visibility is now measured in years not months. - Operational Leap : [----] guidance bumped to $125M-$150M. New furnaces in Montana are becoming operational this month. - Supply Chain Dominance : With China tightening exports $UAMY is the only fully integrated refiner left in the West. The Comparison: Unlike $TMC (The Metals Company)which is currently waiting for regulatory and environmental"
X Link 2026-01-06T13:39Z [---] followers, [----] engagements
"I'd like to share an analysis of another company with potential. $LITM: Snow Lake Energy. If youve been following them for a while you probably knew them as a Canadian lithium play. But things have changed: the company is literally "shedding its skin" to become a key player in the US uranium sector. Here's why its worth watching right now in my opinion: - The Uranium Pivot : Snow Lake realized the future of energy is nuclear. Theyve moved into the heart of Wyoming with the Pine Ridge project. The kicker They arent in the middle of nowherethey are "neighbors" to existing active mills. This"
X Link 2026-01-13T13:31Z [---] followers, [----] engagements
"Short Analysis: $CIFR π§ Ive been meaning to post about Cipher Mining for a while. 1) Cash & Liquidity War Chest: Around $1.3B following late 2025's offering. Fully funds growth. BTC Buffer: Around [----] BTC ($138M+) provides a massive liquidity cushion. Low Dilution: Capital is secured for the Black Pearl & Barber Lake builds. 2) [----] Catalysts Feb 24: Q4 Earnings. Focus on mining efficiency & HPC progress. March: Tech Conferences. Expecting details on Tier-1 hyperscaler margins. August: The Turning Point. Amazon (AWS) begins paying rent for Black Pearl. Expansion: 1GW "Colchis" site"
X Link 2026-01-18T17:17Z [---] followers, [---] engagements
"Here is the stock that is about to see a nice hype: a giant like BlackRock just increased its position to nearly 10% today. New Fortress Energy $NFE & The BlackRock Signal BREAKING NEWS: According to an SEC filing (Schedule 13G) released today January [--] [----] BlackRock has officially increased its stake in $NFE to 9.8% (27.9M shares). When the worlds largest asset manager doubles down on a "distressed" ticker the signal is clear: Smart Money is looking past retail panic toward a major recovery play. [--]. The Wolfspeed ($WOLF) Analogy $NFE is currently mirroring the $WOLF restructuring pattern."
X Link 2026-01-21T21:12Z [---] followers, 20.7K engagements
"In pennyland. $MNDR accumulation under $1 was not a bad idea.π NFA. Accumulation today on $MNDR is not a bad idea.time will tell. NFA Accumulation today on $MNDR is not a bad idea.time will tell. NFA"
X Link 2026-01-22T17:05Z [---] followers, [---] engagements
"$ZETA: The "AI-Agent" Alpha of [----] As we navigate January [----] Zeta Global Holdings has emerged as a high-conviction play at the intersection of Big Data and Generative AI. Here is the breakdown of the $ZETA thesis: 1) The Agentic Shift: OpenAI Partnership Announced at CES [----] Zetas deep integration with OpenAI has evolved Athena [---] from a chatbot into a fully autonomous marketing agent. Autonomous Execution: Athena now automates the entire lifecycle from audience segmentation to real-time campaign optimization. Efficiency Gains: Early adopters (like TKO Group) report a shift from days of"
X Link 2026-01-23T14:56Z [---] followers, [---] engagements
"Talking about something new this time in pennyland: $SOPA Now: $2.47 $SOPA: [----] Valuation Analysis π§ The latest report from Litchfield Hills Research (Jan [--] 2026) highlights a significant financial paradox: $SOPAs $18M market cap is drastically lower than the fair value of its underlying assets. Here is the breakdown of the "valuation disconnect": 1) The TMG Arbitrage (83% stake) The upcoming IPO of Thoughtful Media Group on Nasdaq (TMGX) has a target range of $4.00$5.00. At the midpoint ($4.50) $SOPAs stake is valued at $80M: more than 4x the current market cap of the entire parent"
X Link 2026-01-23T15:18Z [---] followers, [---] engagements
"Investment Thesis: Frontier Energy Arbitrage ( $PELI / $GLND) The merger between Pelican Acquisition Corp and Greenland Exploration/March GL is in its closing phase. As of Jan. [----] the entity is transitioning to its new identity Greenland Energy Company with the ticker $GLND on the NASDAQ. This represents a rare asymmetric play on a world-class Arctic hydrocarbon province. [--]. Asset Scale & Geologic Validation The Resource: An independent Sproule ERCE audit (PRMS 2018) identifies [-----] Billion Barrels (P10) of gross un-risked recoverable prospective oil resources. Global Context: The report"
X Link 2026-01-26T18:29Z [---] followers, [----] engagements
"For penny lovers. $MTEN π Float very low. DYOR. NFA. #stock #stockmarket #Pennystocks #StocksToWatch #trading"
X Link 2026-01-27T15:35Z [---] followers, [----] engagements
"Watching $LITM closely in AH.π Expecting news any moment now. Very curious to see the outcome. NFA. Important week for $LITM. Key updates are expected following the January 27th shareholder meetings regarding the acquisition of Global Uranium and Enrichment (GUE). While a portion of the drilling results has already been released additional laboratory assays remain pending Important week for $LITM. Key updates are expected following the January 27th shareholder meetings regarding the acquisition of Global Uranium and Enrichment (GUE). While a portion of the drilling results has already been"
X Link 2026-01-27T20:25Z [---] followers, [----] engagements
"@ACInvestorBlog $LITM is one of my favorites did some deep dives on it too of course π
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X Link 2026-01-28T16:59Z [---] followers, [---] engagements
"$BULL at $7.60 worth a lookπ Just my opinion π NFA. #stock #investing #trading #StockMarket"
X Link 2026-01-28T18:06Z [---] followers, [---] engagements
"$LUNR Fundamental analysis almost always pays off sooner or laterπ NFA. #stockmarket #stock #investing #stock The Golden Era of . $LUNR Many missed the move from $5 to $10 and are now watching the $18 level with hesitation. But here is why the optimism is justified: - Beyond Speculation: This isn't just a "risky startup" anymore. Its evolving into a lunar services monopoly The Golden Era of . $LUNR Many missed the move from $5 to $10 and are now watching the $18 level with hesitation. But here is why the optimism is justified: - Beyond Speculation: This isn't just a "risky startup" anymore."
X Link 2026-01-28T21:11Z [---] followers, [---] engagements
"What youll find here: π Fundamental deep dives and insights on high-potential stocks (small to large cap). β Alerts on potential technical rebounds and short squeezes. π Macro analysis and opinions (rates inflation geopolitics key factors). π Breakdowns of economic concepts and models (simple and actionable). No hype no speculation driven by reasoning and context. https://twitter.com/i/web/status/2017201671189778815 https://twitter.com/i/web/status/2017201671189778815"
X Link 2026-01-30T11:42Z [---] followers, [----] engagements
"Top dividend stocks yielding 5%+ $EPD $ENB $VICI $O $MAIN $ARCC $MO $VZ $T"
X Link 2026-02-01T19:02Z [---] followers, [---] engagements
"For penny lovers. We closed January with a nice bounce in pennyland including $ORKT which I posted [--] weeks ago with some DD. Just to share with you now that $NWGL has been gaining hype in the last few days. Honestly I haven't found any significant catalysts other than a change in leadership and a strategic rebranding. With the transition from Nature Wood to CL Workshop Group they are now targeting new markets like carbon credits which is clearly attracting "green speculators." The company is currently loss-making so do your own research and be careful if you want to surf the volatility over"
X Link 2026-02-01T21:18Z [---] followers, [---] engagements
"Some of these software stocks could be very interesting in a little while: Big Tech & Cloud $MSFT $ORCL $CRM AI & Data Analytics $PLTR $SNOW $ADBE Cybersecurity $PANW $CRWD $ZS Growth & Specialized $DDOG $HUBS $NOW Just my opinion NFA"
X Link 2026-02-01T21:55Z [---] followers, [---] engagements
"@PolarizingLit $BBAI under $5 is getting interesting. I'll do a deep dive into it and share itππ"
X Link 2026-02-02T21:50Z [---] followers, [---] engagements
"The bloodbath continues. $MSFT $NOW $SAP $PYPL. Who's next"
X Link 2026-02-03T17:37Z [---] followers, [---] engagements
"Top CTB vs Top FTD: two different signals of market stress. $GITS 988.51% borrow fee. Shorts are paying nearly 1000% annualized just to hold their short position. $SRXH [----] M. FTD peak in the last [--] days Massive delivery failures = serious operational anomaly. Key difference: High CTB = shorts bleeding money (direct financial pressure) High FTD = settlement problem (theyre not delivering the shares) Both can signal squeeze potential but nothing is guaranteed. Important: This is shared for informational purposes as a technical example. While these anomalies are worth monitoring they don't"
X Link 2026-02-03T21:58Z [---] followers, [---] engagements
"BlackRock small-cap activityπ§ Technology and AI Infrastructure BlackRock is expanding its AI thesis to include specialized hardware and infrastructure providers: $CRDO: High-speed connectivity solutions for data centers. $IONQ: A leader in quantum computing; saw increased positioning in the Advantage Small Cap fund. $RMBS: Essential for memory architectures required for massive data processing. $KOP: Micro-display and optical technologies; share volume increased by nearly 40% in the latest update. Energy and Infrastructure Sustainability and power support for data centers remain"
X Link 2026-02-04T17:13Z [---] followers, [---] engagements
"Post-Shakeout Outlook: Signs of Stabilization Ahead The recent correction in BTC down 45-50% from October [----] highs appears to have flushed out short-term speculative positions. While headlines have driven volatility several structural factors suggest the foundation for a potential recovery remains intact. Bitcoin Cycle Dynamics The 4-year halving cycle has historically included deep pullbacks (often 50-80%) before new legs higher. Liquidity has rotated out of BTC into broader risk assets in recent weeks but on-chain metrics show long-term holders accumulating at these levels. This pattern"
X Link 2026-02-06T14:53Z [---] followers, [---] engagements
"$SMX.π https://www.stocktitan.net/news/SMX/smx-extends-its-capital-runway-into-2028-eloc-agreement-increased-to-d1awsnb1dc0q.html Meanwhile on Reddit. $SMX alert π Be careful out there. NFA. #StocksToWatch #stock https://t.co/U5bb32BQLH https://www.stocktitan.net/news/SMX/smx-extends-its-capital-runway-into-2028-eloc-agreement-increased-to-d1awsnb1dc0q.html Meanwhile on Reddit. $SMX alert π Be careful out there. NFA. #StocksToWatch #stock https://t.co/U5bb32BQLH"
X Link 2026-02-06T17:40Z [---] followers, [---] engagements
"$IREN. called it at around $35 and posted this DD at $40. then it went up over 50% in just [--] weeks. Ive had dj vu over the last few days. see you over $50 again very soon. My opinion π $IREN: Investing in the "Bedrock" of AI. Every industrial revolution teaches us one thing: the infrastructure outlives the machines. I love the analogy used by Dan IRENs CEO: AI data centers are the modern-day railroad tracks. The Engines (GPUs): Just like trains chips $IREN: Investing in the "Bedrock" of AI. Every industrial revolution teaches us one thing: the infrastructure outlives the machines. I love the"
X Link 2026-02-06T22:57Z [---] followers, [---] engagements
"Its always better to have [--] portfolios in my opinion. One defensive with dividend stocks like $JNJ or $KO and another more balanced one still heavily weighted toward dividends. Youll handle these times much better and panic selling will be a thing of the pastπ NFA"
X Link 2026-02-07T22:27Z [---] followers, [--] engagements
"Its always better to have at least [--] portfolios in my opinion. One defensive with dividend stocks like $JNJ or $KO and another more balanced one still heavily weighted toward dividends. Youll handle these times much better and panic selling will be a thing of the pastπ NFA. https://twitter.com/i/web/status/2020263423741730848 https://twitter.com/i/web/status/2020263423741730848"
X Link 2026-02-07T22:28Z [---] followers, [---] engagements
"The Ultra-Defensive 'Fortress' Portfolio π .here is an example of a defensive portfolio for those seeking absolute stability: π₯€ 35% Staples ( $KO $PG): Consumer giants resilient through every economic cycle. π 30% Healthcare ( $JNJ $ABBV): Growing dividends and capital protection. β‘ 20% Utilities ( $NEE $DUK): The economy's backbone constant cash flow. π 15% Real Estate $O: Monthly income and real estate solidity. The goal isn't to beat the market every day but to sleep soundly while your portfolio works for you. NFA. https://twitter.com/i/web/status/2020274338352492800"
X Link 2026-02-07T23:11Z [---] followers, [---] engagements
"$AOSL: Fundamental Analysis & AI Infrastructure Thesis [--]. Financial Position (as of Feb 2026) Deep Value Metrics: * P/S: 0.93x (vs. industry average of 5x13x). P/B: 0.82x. Fortress Balance Sheet: Cash Reserves: $196.3M. Debt: Minimal ($5M). Net-Cash Position: $190M (30% of Market Cap). Capital Allocation: $13.9M in share repurchases (Q2 FY2026) signaling strong management conviction. [--]. Operational Outlook & Catalysts Cyclical Inflection: March [----] identified as the "bottom"; growth recovery projected for the June quarter. Strategic Pivot: Shifting from commodity MOSFETs to high-margin"
X Link 2026-02-09T00:19Z [---] followers, [---] engagements
"$PINS: A Value Opportunity Pinterest is currently trading near multi-year lows (under $20) but the fundamentals tell a different story. The Setup: Historically oversold (RSI 21) and trading at a bottom-tier P/E of 6.7x. The Growth: Monthly Active Users (MAU) hit a record 600M. This isn't a dying platform; it's a scaling one. The Catalyst: Q4 Earnings landing Feb [--]. The market is pricing in a disaster potential for a massive reversal. Classic case of price vs. value. Full Deep Dive coming soon.π NFA. #finance #stock #stockmarket https://twitter.com/i/web/status/2020812226286784609"
X Link 2026-02-09T10:49Z [---] followers, [----] engagements
"Analyzing current market dynamics numerous opportunities emerge for patient investors. These represent just a brief selection characterized by a balanced risk profile: $ANET $APLD $AVAV $IONQ $AMZN $AMD $NBIS $IREN $ONDS. In my opinion theres usually no such thing as the 'best' single stock. Think of your portfolio as a team of players: sometimes one of them might be tired but what matters most is that they all have potentialπ NFA. #investing #stockmarket https://twitter.com/i/web/status/2020831525206438168 https://twitter.com/i/web/status/2020831525206438168"
X Link 2026-02-09T12:05Z [---] followers, [---] engagements
"$ANET (Arista Networks) While everyone is chasing $NVDA chips $ANET is the quiet powerhouse dominating AI networking consistently stealing market share from legacy players like $CSCO. Why its a high-potential play for 2026: - The 800G/1.6T Standard: As LLMs scale bandwidth is the ultimate bottleneck. Aristas switches are the gold standard for connecting massive GPU clusters with near-zero latency. - Hyperscaler Moat: $META and $MSFT are core customers. With Big Techs AI CapEx projected to hit record highs in [----] Arista remains the primary beneficiary. - Software-First Margins: Unlike"
X Link 2026-02-09T13:34Z [---] followers, [--] engagements
"@APompliano Rate cut highly likelyπ"
X Link 2026-02-09T13:53Z [---] followers, [--] engagements
"Nice momentum for $LUNR. here's some DD if you missed it. NFA. The Golden Era of . $LUNR Many missed the move from $5 to $10 and are now watching the $18 level with hesitation. But here is why the optimism is justified: - Beyond Speculation: This isn't just a "risky startup" anymore. Its evolving into a lunar services monopoly The Golden Era of . $LUNR Many missed the move from $5 to $10 and are now watching the $18 level with hesitation. But here is why the optimism is justified: - Beyond Speculation: This isn't just a "risky startup" anymore. Its evolving into a lunar services monopoly"
X Link 2026-02-09T16:07Z [---] followers, [---] engagements
"@GreenJoshn $QS was already ready and posted just today; I've integrated it and posted now"
X Link 2026-02-09T16:32Z [---] followers, [--] engagements
"Why the "Smart Money" is looking at $200 and beyond. Among large caps $ORCL could reclaim $200 in the next few months. While the stock has been battered by concerns over its $50B expansion plan the underlying fundamentals suggest we are at a major inflection point. 1) The $523B Monster Backlog: Oracles Remaining Performance Obligations (RPO) surged by 438% YoY. This isn't speculative; it's contracted revenue from industry titans like NVIDIA Meta and OpenAI. Approximately 33% of this is expected to convert into recognized revenue within the next [--] months. 2) OCI Efficiency: Oracle Cloud"
X Link 2026-02-09T20:45Z [---] followers, [---] engagements
"$NOW is getting interesting around $100.πsoon some DD about it. NFA"
X Link 2026-02-09T21:31Z [---] followers, [---] engagements
"$CRDO hope you took a look.π Follow the money.π§ NFA. BlackRock small-cap activityπ§ Technology and AI Infrastructure BlackRock is expanding its AI thesis to include specialized hardware and infrastructure providers: $CRDO: High-speed connectivity solutions for data centers. $IONQ: A leader in quantum computing; saw increased BlackRock small-cap activityπ§ Technology and AI Infrastructure BlackRock is expanding its AI thesis to include specialized hardware and infrastructure providers: $CRDO: High-speed connectivity solutions for data centers. $IONQ: A leader in quantum computing; saw"
X Link 2026-02-09T21:45Z [---] followers, [---] engagements
"Sometimes the rising market is a mirage fueled by currency devaluation. We aren't seeing stocks gain height; we are seeing the currency lose ground. Its not that the assets are becoming more valuable but that the yardstick used to measure them (the dollar) is shrinking. #investing #stockmarket #finance #Dollar #WallStreet https://twitter.com/i/web/status/2021008515255378020 https://twitter.com/i/web/status/2021008515255378020"
X Link 2026-02-09T23:49Z [---] followers, [---] engagements
"@Italque Thanks.I aim for objective analysis often prioritizing risk assessment over the speculative potential that drives most of the hypeπ"
X Link 2026-02-10T08:49Z [---] followers, [--] engagements
"$OSCR Q4 EARNINGS Sales $2.81B vs Est. $3.11B EPS ($1.24) vs Est. ($0.89) MLR: 95.4% FY26 Guidance Sales $18.9B vs Est. $12.8B Ops Earnings: $350M MLR: 82.9% $OSCR Analysis: Mark Bertolinis Big Bet for [----] [--]. The Shift: From Tech Startup to Insurance Powerhouse Oscar is no longer the cash-burning tech experiment it once was. The real turning point has a name: Mark Bertolini. The former Aetna CEO has injected veteran https://t.co/ZfHHIRqr9w $OSCR Analysis: Mark Bertolinis Big Bet for [----] [--]. The Shift: From Tech Startup to Insurance Powerhouse Oscar is no longer the cash-burning tech"
X Link 2026-02-10T12:25Z [---] followers, [---] engagements
"$KO. EPS: $0.58 vs $0.56 est REV: $11.80B vs $12.03B est Sees FY26 EPS $3.21-$3.24 vs $3.23 est -4% pre-market.drink it upπ
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X Link 2026-02-10T13:28Z [---] followers, [---] engagements
"Posted this [--] days ago when BlackRock increased its stakes. Coincidence or not theyve all reversed trend since last week and are now seeing gains across the board. $CRDO $IONQ $RMBS $KOP $BE $NXT $SMR $OKLO $MDGL $AMLX $GH BlackRock small-cap activityπ§ Technology and AI Infrastructure BlackRock is expanding its AI thesis to include specialized hardware and infrastructure providers: $CRDO: High-speed connectivity solutions for data centers. $IONQ: A leader in quantum computing; saw increased BlackRock small-cap activityπ§ Technology and AI Infrastructure BlackRock is expanding its AI thesis"
X Link 2026-02-10T13:55Z [---] followers, [---] engagements
"$GME π§ The market is beginning to realize that the GameStop of [----] is no longer the struggling company of [----]. We are witnessing a structural transformation shifting the focus from traditional retail to sophisticated capital management. [--]. An $8.8 Billion Financial Fortress The most disruptive data point is the liquidity. With $8.8 billion in cash and investments GME holds a war chest nearly equal to its entire market capitalization. This effectively eliminates insolvency risk and transforms the company into a strategic buyer in a market where "cash is king." The $77 million net income in"
X Link 2026-02-10T15:39Z [---] followers, [---] engagements
"@InjectiveLounge @APompliano Inflation is like a fever while deflation is like hypothermia"
X Link 2026-02-10T18:51Z [---] followers, [---] engagements
"Ready for a new Deep Dive This time you decide π Ill analyze the most-voted ticker in the comments π If there is no clear winner I will personally select the ticker. Only one rule: π« No pump & dump tickers. Even if the most-voted stock lacks potential I will still perform the analysis and explain exactly why based on data. Before commenting please check my previous posts to ensure I havent already analyzed your ticker. π§ Curious to see your picksπ§"
X Link 2026-02-10T20:00Z [---] followers, [---] engagements
"$SHOP Shopify reports Q4 earnings tomorrow pre-market. Post-earnings move Beat & Raise π (Bullish) Good but "Sell the News"π Miss & Crash π (Bearish) Beat & Raise π (Bullish) Good but "Sell the News"π Miss & Crash π (Bearish)"
X Link 2026-02-10T20:19Z [---] followers, [---] engagements
"@Italque $CIFR I figured someone would say thatπ"
X Link 2026-02-10T20:21Z [---] followers, [---] engagements
"$VRT: A Structural Shift in Data Infrastructure The financial results released today confirm Vertivs transformation into a primary technology powerhouse. As AI clusters become denser traditional air cooling is being replaced by the liquid cooling solutions where Vertiv holds a dominant market position. Financial Growth & [----] Guidance The report highlights an unprecedented acceleration in demand particularly from hyperscale and colocation customers: Order Velocity: Organic orders grew by 252% year-over-year driven by the massive scale-up of AI data centers. Historic Backlog: The total backlog"
X Link 2026-02-11T16:05Z [---] followers, [---] engagements
"$ONDS Consolidation: A Prime Entry Point Before March Earnings $ONDS is currently a leading force in the convergence of defense autonomous robotics and industrial wireless networks. After a record-breaking [----] the company has successfully transitioned from a tech developer into an integrated industrial powerhouse capturing significant market share in critical infrastructure and NATO-aligned defense sectors. Strategic Analysis and Operational Pillars The bullish thesis for $ONDS is built on three core pillars that have solidified over the first quarter of 2026: - Vertical Integration via M&A:"
X Link 2026-02-11T21:32Z [---] followers, [---] engagements
"@CletusClapton Exactly πI didn't want to go too deep with the analysis; it already felt quite long as it was. These analyses are meant to serve as a starting point for further discussion"
X Link 2026-02-11T21:39Z [---] followers, [--] engagements
"@CletusClapton Yeah for sure this stock is way more speculative than $IONQ; in fact I wrote that it's not for the faint of heartπ
"
X Link 2026-02-11T21:44Z [---] followers, [---] engagements
"Will $SNDK reach $1000 Yes No Yes No"
X Link 2026-02-12T14:28Z [---] followers, [---] engagements
"$NBIS released its full-year [----] results on February [--] confirming its transition into a global AI infrastructure leader. [----] Financial Performance Revenue Growth: Full-year revenue reached $529.8 million a 479% increase compared to [----]. Q4 alone contributed $227.7 million though this slightly missed the analyst consensus of $247 million. Annualized Recurring Revenue: Ended [----] at $1.25 billion exceeding the company's high-end guidance of $1.1 billion. Profitability: For the first time Group Adjusted EBITDA turned positive in Q4 at $15 million. However the full-year Adjusted EBITDA"
X Link 2026-02-12T15:46Z [---] followers, [---] engagements
"$FSLY huge bounce todayπ NFA. $FSLY: The Turning Point Q4 Analysis & Ownership Deep Dive [--]. The Numbers: Efficiency at Scale Revenue: $172.6M (+23% YoY) crushing the high end of guidance. Margins: Non-GAAP Gross Margin expanded to 64% (vs 57.5% in 2024). This is the "magic number" for https://t.co/2AbxtNnUK8 $FSLY: The Turning Point Q4 Analysis & Ownership Deep Dive [--]. The Numbers: Efficiency at Scale Revenue: $172.6M (+23% YoY) crushing the high end of guidance. Margins: Non-GAAP Gross Margin expanded to 64% (vs 57.5% in 2024). This is the "magic number" for https://t.co/2AbxtNnUK8"
X Link 2026-02-12T16:40Z [---] followers, [---] engagements
"$SNDK.π§ SanDisks [----] divorce from Western Digital was the best thing that could have happened. By ditching the "spinning rust" (legacy HDDs) SNDK is now a lean mean NAND machine. Its no longer a diversified storage play; its a high-stakes bet on the physical layer of the AI revolution. Growth Potential: Beyond the SD Card The AI Data Hunger: Generative AI doesn't just need compute power; it needs lightning-fast storage to feed GPUs. SanDisks 300+ layer 3D NAND is the "high-octane fuel" for these data centers. They aren't just selling hardware; theyre selling the ability to minimize latency."
X Link 2026-02-12T17:42Z [---] followers, [---] engagements
"Always relevant always growing. $JNJ and $KO. NFA. Its always better to have at least [--] portfolios in my opinion. One defensive with dividend stocks like $JNJ or $KO and another more balanced one still heavily weighted toward dividends. Youll handle these times much better and panic selling will be a thing of the pastπ Its always better to have at least [--] portfolios in my opinion. One defensive with dividend stocks like $JNJ or $KO and another more balanced one still heavily weighted toward dividends. Youll handle these times much better and panic selling will be a thing of the pastπ"
X Link 2026-02-12T18:15Z [---] followers, [---] engagements
"$FSLY.huge bounce today.it smells like shorts are getting squeezed and forced to cover π NFA. $FSLY: The Turning Point Q4 Analysis & Ownership Deep Dive [--]. The Numbers: Efficiency at Scale Revenue: $172.6M (+23% YoY) crushing the high end of guidance. Margins: Non-GAAP Gross Margin expanded to 64% (vs 57.5% in 2024). This is the "magic number" for https://t.co/2AbxtNnUK8 $FSLY: The Turning Point Q4 Analysis & Ownership Deep Dive [--]. The Numbers: Efficiency at Scale Revenue: $172.6M (+23% YoY) crushing the high end of guidance. Margins: Non-GAAP Gross Margin expanded to 64% (vs 57.5% in 2024)."
X Link 2026-02-12T19:22Z [---] followers, [--] engagements
"Why $APP is now on my watchlist. [--]. Exceptional Financial Performance and Margin Expansion AppLovin recently posted staggering numbers: $1.66B revenue (+66% YoY) and $1.4B EBITDA. Thats an 84% margin.π Even when guiding for a seasonally slower quarter the companys ability to generate cash remains elite. The current stock price appears disconnected from these fundamental realities likely due to short-term market noise rather than business health. [--]. From Gaming Engine to Commerce Infrastructure The business is undergoing a massive narrative shift evolving from a niche gaming monetization tool"
X Link 2026-02-12T22:03Z [---] followers, [---] engagements
"$ONDS nice news today. Hope you took a look.π NFA. #stockmarket #stock #investing $ONDS Consolidation: A Prime Entry Point Before March Earnings $ONDS is currently a leading force in the convergence of defense autonomous robotics and industrial wireless networks. After a record-breaking [----] the company has successfully transitioned from a tech https://t.co/cOeI8BVQuP $ONDS Consolidation: A Prime Entry Point Before March Earnings $ONDS is currently a leading force in the convergence of defense autonomous robotics and industrial wireless networks. After a record-breaking [----] the company has"
X Link 2026-02-13T15:35Z [---] followers, [---] engagements
"@KennyZufall You read my mind. I'm doing a deep dive into $SOFI right now I hadn't gotten to it yet"
X Link 2026-02-13T15:56Z [---] followers, [--] engagements
"$CMCSA is one of the most undervalued stocks in my opinion. I posted this brief summary when it was under $30 in January. It's a nice dividend stock; I'd say it's a Buffett-style stock. NFA. #stock #stockmarket #investing #trading #finance While everyone is chasing the "Magnificent 7" at peak valuations one Large Cap is sitting in my opinion in deep value territory: Comcast $CMCSA π§ Insane Valuation: Trading at a P/E of 5x. In a market hitting record highs $CMCSA is one of the cheapest stocks in the S&P [---]. While everyone is chasing the "Magnificent 7" at peak valuations one Large Cap is"
X Link 2026-02-13T16:58Z [---] followers, [--] engagements
"This time I'd like to share a brief analysis about a nice dividend stock in my opinion $TGT.π§ Strategic Positioning: The "Cheap-Chic" Advantage Target thrives on its unique "cheap-chic" identity blending discount pricing with a curated aspirational aesthetic. This is largely driven by its Owned Brands private labels across home apparel and grocery that generate over $30 billion in annual sales. These brands offer significantly higher margins than national labels and foster a level of customer loyalty that most big-box retailers struggle to replicate. Operational Model: Stores as Logistics"
X Link 2026-02-13T17:52Z [---] followers, [--] engagements
"THE INVESTORS EMOTIONAL ROLLERCOASTER. Wall Street in [----] doesn't reward geniuses. It rewards those who survive their own emotions. Most people lose money not because of a lack of knowledge but because they cycle through these [--] phases without realizing it and end up back at square one every market cycle. Recognize yourself in one (or all) of them and try to skip the worst onesπ Phase 1: "Finally I'm in" (FOMO Peak) You see friends 10x-ing on AI agents / fusion startups / regulated meme coins. You go all-in because "this time it's different." Typical phrase: "If I don't get in now I'll"
X Link 2026-02-13T22:37Z [---] followers, [--] engagements
"$HIMS Theres plenty of Sydney Sweeney fake hype circulating right now but Id rather stick to the fundamentals to avoid the noise as entertaining as it is. This downtrend could likely push it down to $10; who knows. π€·β But remember: its precisely in the gap between intrinsic value and market perception that the best opportunities (or the most dangerous traps) are hidden. This might very well be one of those cases in my opinion and its worth watching very closely over the coming weeks. Disclaimer: I have no position in it. It's just my opinion π DYOR. NFA. #stock #stockmarket #investing"
X Link 2026-02-14T11:38Z [---] followers, [---] engagements
"The traders Valentine.thank God its Saturdayπ
"
X Link 2026-02-14T15:00Z [---] followers, [---] engagements
"I think it will act more similarly to Stocktwits in terms of real time stock prices and info. A massive improvement for the X fintwit spaceπ @BullTheoryio This is wrong. X is not handling trade execution or acting as a brokerage. Just building the financial data tools and links. @BullTheoryio This is wrong. X is not handling trade execution or acting as a brokerage. Just building the financial data tools and links"
X Link 2026-02-14T20:05Z [---] followers, [--] engagements
"$QS is at an industrial turning point in [----]. Milestones: From Lab to Line. QuantumScape has transitioned from a R&D "story stock" to a pilot-production company. The Eagle Line: In February [----] the company officially inaugurated its Eagle Line in San Jose California. This is their first production-scale platform designed to prove that their "Cobra" manufacturing process can handle high-volume output. B-Samples & Testing: The company is currently shipping B-samples (higher-maturity prototypes) to automotive partners. These cells are being integrated into test vehicles to undergo rigorous"
X Link 2026-02-09T16:30Z [---] followers, 15.4K engagements
"$RKLB: [----] - Moonshot or Mid-Air Collision Deep dive.π§ After an incredible run throughout [----] and [----] Rocket Lab enters [----] as the most talked-about stock in the Space Economy. Ive analyzed the data recent technical setbacks and core fundamentals to determine if the current valuation can withstand the pull of gravity. Key Metrics Current Price: $72 $76 Market Cap: $40 Billion P/E Ratio: Negative The company is still investing heavily and has yet to generate net positive earnings. Price/Sales (P/S): Forward 45x (2026 projections) - Significantly higher than Defense sector average of 2-4x."
X Link 2026-02-10T08:52Z [---] followers, [----] engagements
"$SOFI.Taking a look π§ The evolution of $SOFI in [----] confirms its transition from an aggressive fintech startup to a mature diversified banking institution. After solidifying GAAP profitability in [----] market focus has shifted toward margin sustainability and credit quality. Operational and Strategic Framework The "Financial Services Productivity Loop" strategy leveraging low-cost banking to cross-sell high-margin products is demonstrating robust scalability. Dependence on the Lending segment has decreased in favor of technology platforms (Galileo and Technisys) which offer cash flows less"
X Link 2026-02-13T16:49Z [---] followers, [---] engagements
"Extra dark chocolate π
Happy Valentine's Day π§‘ https://t.co/d3PqZLWVuc Happy Valentine's Day π§‘ https://t.co/d3PqZLWVuc"
X Link 2026-02-14T14:50Z [---] followers, [---] engagements
"Quantum computing will be to [----] what AI was to [----] in my opinion. #Quantum #AI"
X Link 2026-02-14T20:22Z [---] followers, [---] engagements
"Don't be afraid to make mistakes or what people think it's the only way to learn"
X Link 2026-02-15T11:52Z [---] followers, [--] engagements
"Here is an idea for all of you to add to your watchlist if you want right now: $ORKT The real catalyst for Orangekloud Technology isn't just the AI hypeits the actual platform adoption of eMOBIQ. The Product Litmus Test: With the eMOBIQ AI stack officially launched and the Q1 [----] LLM pilot fast approaching we are looking for the only metric that matters: Scalability. How many SMEs are moving from "testing" to "paying" This data will be the engine for a massive stock re-rating. The Financial Reality: Revenue: ORKT must prove it can scale beyond its current $4.5M base. Some analysts are eyeing"
X Link 2026-01-02T14:40Z [---] followers, [----] engagements
"Potential penny stock to watchπ at $1.14 $FTHM The stock is showing strong momentum reclaiming the $1.00 psychological threshold as the market reacts to a significant shift in fundamentals and technical buy signals. The Financial Turnaround: - EBITDA vs. Cash Flow : The company has already demonstrated the ability to hit positive Adjusted EBITDA proving the scalability of its cloud-brokerage model. - The Real Milestone : The true pivot is expected in [----]. Management has confirmed its goal to reach breakeven Operating Cash Flow by Q2 2026a move from "accounting profit" to real cash"
X Link 2026-01-07T21:24Z [---] followers, [----] engagements
"A nice stock for a balanced portfolio with dividends. $CALM is getting interesting π here is why in my opinion. Cal-Maine Foods: When "Defensive" Becomes a Deep Value Opportunity In a market often driven by hype ignoring the giants of consumer staples can be a costly mistake. Today we're looking at Cal-Maine Foods the largest egg producer in the U.S. which has just entered an extremely attractive price zone. The Pullback: Risk or Opportunity The stock has seen a significant correction from its highs hitting the $73 support level. - The Reason : A normalization of egg prices following the"
X Link 2026-01-10T17:00Z [---] followers, [----] engagements
"Beyond the usual suspects: a catalyst sector still flying under the radar While mass attention is focused on overcrowded sectors one is building its foundation in silence: AI Telemedicine. Elon Musk recently sparked debate in an interview calling medical school almost "pointless" today as AI will soon outperform human capacity in data analysis and diagnostics. Beyond the provocation the macro signals for [----] are clear: - Necessary Efficiency : With healthcare systems nearing collapse AI is the only way to manage global triage and slash operational costs. - Silent Diagnostics : Its no longer"
X Link 2026-01-13T15:32Z [---] followers, [----] engagements
"Deep dive into a company with potential and upcoming catalysts in the HealthTech sector: $OMDA. What does Omada Health actually do Omada Health is not a hospital and its far more than just a simple "app." It defines itself as a "between-visit care provider." Think of a patient visiting a doctor for diabetes or obesity: the doctor provides a prescription but then the patient goes home and must manage meals exercise and medications alone for the next [--] months. Omada fills that critical gap. Here is how it works in practice: [--]. The Tech Kit (Hardware + App) When a user joins (typically through"
X Link 2026-01-13T19:14Z [---] followers, [----] engagements
"The Golden Goose is actually a Chicken: Analyzing $VITL π§ The "Chicken" Philosophy When Bill Gates was once asked: "If you were living in extreme poverty what would you do to improve your life" His answer was clear: "Id want to raise chickens." He explained that they are easy to take care of and represent a sustainable path to generating income. Vital Farms has taken this simple concept and scaled it into a multi-million dollar ethical empire. [--]. BlackRocks Move: A Strong Bullish Signal According to the latest SEC filing (Form 13G/A) dated January [--] [----] BlackRock has doubled down on its"
X Link 2026-01-25T13:59Z [---] followers, [----] engagements
"In pennyland. $ORKT Here is the DD posted [--] weeks ago when it was around $0.70 Hope you took a π NFA. Here is an idea for all of you to add to your watchlist if you want right now: $ORKT The real catalyst for Orangekloud Technology isn't just the AI hypeits the actual platform adoption of eMOBIQ. The Product Litmus Test: With the eMOBIQ AI stack officially launched Here is an idea for all of you to add to your watchlist if you want right now: $ORKT The real catalyst for Orangekloud Technology isn't just the AI hypeits the actual platform adoption of eMOBIQ. The Product Litmus Test: With the"
X Link 2026-01-30T15:01Z [---] followers, [----] engagements
"For penny lovers. Be very careful on π $SLGB here is why. Key Considerations: Balance Sheet: With $0.5M in cash a capital raise/offering is likely necessary to sustain operations. Short Dynamics: High CTB indicates significant short interest. Any unexpected positive momentum could trigger a squeeze due to the low float (around [--] M) and borrowing difficulty. Market Dynamics: Typically an offering is preceded by a technical bounce. Levels: Support at $1.50. Resistance target for a relief rally: $2.00 - $2.15. Outlook: Monitoring for a volume-backed inflection at support. High risk due to"
X Link 2026-02-09T09:07Z [---] followers, [---] engagements
"Meanwhile in pennyland. $EDBL could be a candidate for a quick squeeze. Be careful. DYOR. NFA. #stock #StockMarket #PriceAction #StocksInFocus #StocksToWatch"
X Link 2026-02-09T14:18Z [---] followers, [---] engagements
"$EDLB.π Well over $4 right now with volume. Easy call hereπ Enjoy the ride πΉand be careful. NFA. Meanwhile in pennyland. $EDBL could be a candidate for a quick squeeze. Be careful. DYOR. NFA. #stock #StockMarket #PriceAction #StocksInFocus #StocksToWatch https://t.co/0KMGII1XBz Meanwhile in pennyland. $EDBL could be a candidate for a quick squeeze. Be careful. DYOR. NFA. #stock #StockMarket #PriceAction #StocksInFocus #StocksToWatch https://t.co/0KMGII1XBz"
X Link 2026-02-09T14:45Z [---] followers, [---] engagements
"$NOW: The "Buy the Dip" Opportunity of [----] I'd like to start this DD with ServiceNow CEO Bill McDermotts own words on CNBC last week: "AI is the new UI. We are moving from soul-crushing tasks to a world where ServiceNow AI agents save workers [---] days of work per week." 1) Price Action. Today $NOW has tested the crucial $100 psychological support. Following the 5-for-1 stock split in late [----] the stock has undergone a valuation reset. But don't let the price drop fool you; the operational engine is stronger than ever. 2) The Valuation Edge. At $100 the Forward P/E (based on [----] EPS"
X Link 2026-02-09T23:11Z [---] followers, [---] engagements
"Since I analyzed $QS I couldn't miss the opportunity to provide an analysis of Solid Power $SLDP as well. SLDP has chosen a more pragmatic path: they don't just want to sell batteries but also the "ingredients" to make them. This makes them less dependent on the success of a single giant factory and more tied to the ability of established partners (like BMW and Samsung) to adopt their materials. [--]. Business Model: "Light & Scalable" Solid Power operates with a strategy based on two pillars that differentiate it from its competitors: Electrolyte Supplier: Instead of producing the entire cell"
X Link 2026-02-10T11:39Z [---] followers, [----] engagements
"The Billion-Dollar Gamble on a Single Atom: Is $IONQ the next Nvidia While the world is distracted by the AI chip wars a $3.5B mid-cap company named IonQ is quietly building the "God Box." But heres the kicker: they just reported a $1.1 billion net loss to build a computer that doesn't even "exist" for 99% of the population yet. Is this the most expensive science project in history or the investment of the decade 1) The Tech: Natures Hardware Most quantum giants ( Google IBM) use "superconducting loops." They are bulky error-prone and must be kept colder than deep space. IonQ is different."
X Link 2026-02-10T19:23Z [---] followers, 12.3K engagements
"$CIFR: The Great Decoupling From Bitcoin Miner to AI Infrastructure Titan Cipher Mining is no longer just a "crypto play." It has evolved into a strategic Infrastructure Play for Artificial Intelligence and HPC. The market is now rewarding the stock with a clear decoupling from Bitcoins volatility. Corporate Structure: Who Controls $CIFR The ownership structure reflects deep institutional confidence and direct involvement from Big Tech: Bitfury Top Holdco / V3 Holding: Lead shareholders (15.5%). The Vanguard Group: 8.27% stake (approx. 32.6M shares). BlackRock Inc.: 6.09% stake. Alphabet Inc."
X Link 2026-02-11T09:20Z [---] followers, [---] engagements
"What's going on $CCCX: Key Event: The Merger $CCCX is at a critical turning point. Tomorrow shareholders will vote to approve the merger with Infleqtion a leader in quantum computing. Starting February [--] the stock will migrate from NASDAQ to the NYSE trading under the new ticker $INFQ. Market & Financials Price Action: Currently trading around $13.67. It has seen high volatility (52-week range: $10.03 $27.50) but recently gained momentum following positive institutional reports. Valuation: The deal values Infleqtion at approximately $1.8B. The merger is expected to provide over $540M in"
X Link 2026-02-11T16:26Z [---] followers, [----] engagements
"BlackRock has increased its stake in $AVGO holding approximately [---] million shares. This represents nearly 8% of the company valued at roughly $130 billion. As a top-5 holding this accumulation signals massive institutional confidence in Broadcom's dominance within the AI custom-chip and networking infrastructure markets. https://twitter.com/i/web/status/2021700207306478018 https://twitter.com/i/web/status/2021700207306478018"
X Link 2026-02-11T21:37Z [---] followers, [---] engagements
"$RKLB.π§ Its starting to look like an interesting entry point between $60- $65 NFA. $RKLB: [----] - Moonshot or Mid-Air Collision Deep dive.π§ After an incredible run throughout [----] and [----] Rocket Lab enters [----] as the most talked-about stock in the Space Economy. Ive analyzed the data recent technical setbacks and core fundamentals to determine if https://t.co/TMD9NjLIts $RKLB: [----] - Moonshot or Mid-Air Collision Deep dive.π§ After an incredible run throughout [----] and [----] Rocket Lab enters [----] as the most talked-about stock in the Space Economy. Ive analyzed the data recent technical"
X Link 2026-02-12T16:24Z [---] followers, [---] engagements
"$CCCX. Let's see what the outcome will be π What's going on $CCCX: Key Event: The Merger $CCCX is at a critical turning point. Tomorrow shareholders will vote to approve the merger with Infleqtion a leader in quantum computing. Starting February [--] the stock will migrate from NASDAQ to the NYSE trading under the https://t.co/SSCLbGQs5f What's going on $CCCX: Key Event: The Merger $CCCX is at a critical turning point. Tomorrow shareholders will vote to approve the merger with Infleqtion a leader in quantum computing. Starting February [--] the stock will migrate from NASDAQ to the NYSE trading"
X Link 2026-02-12T20:02Z [---] followers, [---] engagements
"$FSLY: The Turning Point Q4 Analysis & Ownership Deep Dive [--]. The Numbers: Efficiency at Scale Revenue: $172.6M (+23% YoY) crushing the high end of guidance. Margins: Non-GAAP Gross Margin expanded to 64% (vs 57.5% in 2024). This is the "magic number" for infrastructure software. Profitability: First-ever significant non-GAAP net income ($20.1M). [----] EPS guidance ($0.23-$0.29) confirms sustained profitability is the new baseline. [--]. Forward Indicators (The "Moat") The most bullish data pointπ§ RPO (Remaining Performance Obligations) exploded to $354M (+55% YoY). This suggests massive"
X Link 2026-02-12T07:04Z [---] followers, [----] engagements
"Why Im watching these [--] stocks closely for [----] Heres why I believe these [--] names are standout opportunities at their current price points. $AMZN.$200π§ It feels strange to call a giant like Amazon "undervalued" but the numbers tell a compelling story. While everyone focuses on logistics costs AWS is sprinting ahead thanks to AI demand. The market hasn't fully priced in the massive margin expansion coming from their advertising business yet. With a $300 price target in sight this remains one of the most solid horses to bet on. $IREN. 40π§ Theyve successfully pivoted into a backbone for AI"
X Link 2026-02-13T09:36Z [---] followers, [---] engagements
"If you ask two guys if they can do something and one admits to not knowing how while the other hesitantly says he can but fails to explain you're better off picking the first one. The first shows honesty and you can eventually invest in him. The other shows uncertainty with a very high risk of errors and potential damage. In short maximum respect for those who say 'I don't know'. Because sometimes its not a sign of weakness quite the opposite"
X Link 2026-02-13T10:07Z [---] followers, [---] engagements
"In pennyland. I did some brief analysis on $RIME some weeks ago this is one of those analyses I shared and I hope you took a look.π Nice bounce well over 300%.π³ As mentioned be very careful now. NFA. #stockmarket #Stock #investing #trading #PriceAction #finance In pennyland $RIME is generating some real hype especially on Reddit. Here is why: $RIME The AI Pivot is getting loud. Reddit is buzzing about the $10M ARR milestone and with the price sitting under $1. is a technical bounce loading DD Quick Hits: 1) THE GOOD: https://t.co/Wj6zwCTx2C In pennyland $RIME is generating some real hype"
X Link 2026-02-14T07:04Z [---] followers, [---] engagements
"The Quantum Race: Whos Actually Holding the Cards If youre looking at the "pure-play" stocks heres how the big [--] are stacking up. 1) $IONQ The Safe Bet with Deep Pockets As said in my recent post IonQ is currently the "blue chip" favorite on Wall Street. While others are sweating over their burn rate IonQ is sitting on a massive cash pile. Its the institutional darling (Vanguard BlackRock and even the big sovereign wealth funds). If this is a desert crossing theyre the ones with the most extra gas tanks in the back. [--]. $RGTI The Made-in-USA Muscle Rigetti is the gearheads choice. They dont"
X Link 2026-02-15T14:11Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing